Presentation on theme: "Tero Päivärinta University of Agder"— Presentation transcript:
1Tero Päivärinta University of Agder 17.9.2010 Lecture 4, IS 904 Genre-Based approach and method: Planning for organizational information requirementsTero PäivärintaUniversity of Agder
2AgendaGenre conceptRole of genre in the organizational modelling landscapeA method for recognizing and analyzing genres (+ some experiences)Exercise
3Genre of organizational communication Bakhtin (1952) - >Yates & Orlikowski (1992): a recurrently instantiating communicative actionidentified by its communicative purpose and form(s) (medium/media, language, structural elements)identified within a normative scope among a certain group of stakeholders within a certain communitye.g. lutheran marriage ceremony, invoice, requirements specification, sales report, project plan, budget, R & D meeting, ”The Diary” of papermill maintenance...various levels of abstraction vs normative scope: specific genres recognized in a group of employees ... globally recognized abstract genres : memo of our group meeting ... memoGenres can be ”emerging” or (to some extent) ”designed”…or even ”given” by a 3rd party technology / application-> assumption: a design made elsewhere fits also to us
4Genre system / repertoire / ecology genre system (Bazerman, 1994)A set of interrelated genres in a wider communicative context (e.g. the genres for project mgmt: plan, memo, meeting, budget, report...)Genre system for a meeting: scheduling (calender), invitation, agenda, (possibly document genres), meeting communications, minutes of the meetinggenre repertoire (Orlikowski & Yates, 94)The set of genres recognized within a certain community of interestE.g. genre repertoire of ”Aker Business Services”genre ecology (Erickson, 2000)Communicative practices facilitated by the use of a certain technological infrastructure/environment... e.g. Lotus Notes or virtual reality -applicationsE.g. ”Genre ecology ”which can grow in” SharePoint” or ”MS Office 2007 Pro”
5Genre systems for (e-) Collaboration F2f-genres(e)CommunicationgenresDocumentgenresDocumentgenresF2f-genresDocumentgenresDocumentgenresDocumentgenresDocumentgenresAwarenessgenres(Awareness of repositories,workspaces and users)Document / Datarepositories/workspaces
6Reminder: The ”Diamond” of ECM Environment: BUSINESS ENVIRONMENT OF THE ENTERPRISEGOALS(OBJECTIVES)organizationalSocio-PEOPLEROLES(STRUCTURE)PROCESSES(TASK)metadatametadataCONTENT & COMMUNIC.GENREREPERTOIREGENRESYSTEMGENRECONTEXTDATAmetadataINFORMATIONTECHNOLOGY(IN CONTEXT)Techn(olog)icalEnvironment: INFORMATION TECHNOLOGY (OPPORTUNITIES)
7Reminder 2… Communication / Content Infrastructure Administration People / CultureContentInfrastructureAdministrationChangeManagementObjectivesImpactsEnterpriseModelCommunication /
8The genre-based method focus: identifying organizational information / communication requirements for varying IS development initiativesECM, KM, DW, BI...concepts: (become concrete in the organizational language)genre (document types, types of meetings, reports, forms...)property (of genre)metadata (about genre, e.g. about its implementation, dev. needs,)PUI entity = producer/user of information (structure, task, people etc.)
10Identify stakeholders I.e., those who should be involved in the development process & req analysisFor instance: Chief information officer, Chief executive officer, ISP champion, IS coordinator, Information technology manager, Information systems developer, Information security coordinator, Consultant, Researcher, Outside facilitator of ISP, Facilitator (from inside the company), Representative of a PUI entity in the ISP domain (including practically every identified work role in PUI entities), External stakeholder (affected by ISP decisions:customer, supplier, and subcontractor)Just list them & their contact information
11Identify PUI entities List of the PUI entities with which to start ExamplesprocessesSales process, Purchasing process, …organization units & rolesAccounting department, Research & Development dept., Financial manager, Regional managersindividual people?”Pekka Toivonen”external PUI entities (with which ECM system exchanges information)Customer, Subcontractor, Trade union, Department of Defenseexisting databases?? (sales transactions…)to be put in the diagonal matrix -model
12Identify & name genresI.e., those meaningful recurrent information objects shared between at least two PUI entitiesnote: to identify genres within PUI entities, the PUI entities could be structured further> the diagonal matrix -techniqueor otherwise (interviews, mind maps - important, remember to document the PUI entities!!!!)
13The diagonal matrixDirection of communication ”flow”: clockwise
15Identify relevant properties to be analysed I.e., those things which we want to analyse further about genres in connection to this particular ECM initiative -> genre list…tens of them possiblethose describing further production & usethose describing related technologies & applicationsthose describing development needs / problemsthose describing relationship to other information resources
16A general-level set of analysis questions: 6W1H:s …when need to discuss the organizational purpose & implementation of a new or elaborated genre or genre systemWhy? (Purpose(s) of communication)Who? (Who communicate to whom?)Whose? (Who ”owns” the communication – who can stop it?)What? (Subgenres of a genre system, content/communication elements of the related genres)When? (Any time-related issues between subgenres and about particular ones)Where? (Where does the content /communication reside)How? (How is it technically implemented – or should be?)
17Genre list (unanalysed) PROPERTIES-> 10-20(>50)METADATA->
18Analyse & redefine genre-based metadata …to constitute an IS/IT implementation plan for ECM in the modelled domainapplications to produce / distribute / publish / communicatetechnological functionalitiesUseful to scrutinize, which useful in which contextconsultants representing particular solutions -> those functionalities in their solutionsAbout Content: From genres to ”technical content types” and elementsContent genres sharing (almost) exactly the same technical metadata / flexible structure -> same technical content types…the more tailored content systems -> the more genre-specific content types supportedgive some examples?Technical content types = aggregations of technical content elementsfigure, text, formatted data field, etc.the more tailored system -> the more semantically specific content elements / content structure models
19Genre list (analysed) (also: reference to specific content structure definitionsabout more tailored contenttypes)
20…until gap-fit analysis Product analyses to be done in parallel with / after genre-based requirements analysiswith regard to the functionality of a product of interestThe genre-based analysis provides a basis to see, which functionalities of the available products would be highlighted in the selected domaine.g. which existing meeting genres would fit to be replaced / elaborated with ”Live Meeting with Round Table” best, which with more advanced video meetings with ”presence feeling”.…and would we able to envision new meeting genres now made possible with the technology?
21Side-jump to the other article What did you think about analysing the meeting genres at the level recommended by Antunes et al. 2006?
22Background of g-b method Dev. of electronic document management in industry (3-yr.METODI project, end of 1990s)heterogeneous document resources -> the problem is first of all about IS planningNeed to delve deeper into doc resourcespeople tend to recognize genres rather naturallyIS developers were uncommon with the most genres in big organizations (although they must decide on IT implementation issues) -> practical need for a collaborative approach, genre repertoire forms an easily comprehensible, still comprehensive, conceptual ground for the stakeholders to collaborate
23Experiences from action research The reported method version elaborated in collaboration with industryfrom the development of EDM to ISP in generaleasy to find hundreds of genres in organizationsIT people recognize their lack of knowledge and need for closer collaboration”end users” can express their problems and requirements in a detailed way, with a language familiar to theme.g cf. to ”entity-relationship” modelling of data
24Experiences from action research (2) managers get insight into the actual practices of communication (by themselves they, too, are rather incapable of discussing the development of IT use for effective communicative practices)help discuss, identify, and demarcate potential targets for development and prioritize them”The method works too well. I dare not to analyze our other departments with my current dev. resources, people would expect fast improvements to the now defined needs in vain...” (A CIO).
25Experiences from consulting A consulting company has used the method in the business for specifying requirements for ECM since 1999> 100 customer organizations 1999-independently of the original method engineerssizes vary employees, interorg. domainsmanufacturing, engineering, financing, consulting, interorganizational domains...
26Observations from consulting genre-based approach works in practice (as illustrated also by the earlier action research –based efforts) <– req. anal.simple, communicative, efficient, sometimes emancipatory?genres & PUI entities useful as robust ”metaconcepts” of analysispractical language = customers’ terminology for genres and PUIsspeak of ”what kind of documents, meetings etc.” does the customer havesocio-org. vs technology-oriented conceptsgenres can bridge req. eng. and implementation issues of EDMHere we are (still) at the beginning in terms of research!!!!
27Observations from consulting (continued) participative debate on genres is efficient and effective in requirements engineering for ECMtechnology-oriented consultants tend to adopt the ”technology language” of a particular application -> genres represent still the customer business view bettera quick basis for analysing work processesit seems for many to be easier to identify genres first and then to discuss about the processes which they relate to (than to start directly with a business process analysis)
28(Very brief) comparison to some other modelling concepts Data modelling / relational databasesGenres correspond roughly to reports (i.e. report types, not individual instances) and forms(actually, the method has been used for clarifying possibilities of data warehouses in another consulting firm, occasionally)Object-orientation, object classesA genre can be an object classwhich describes aggregations of content objects and sets of functionalities in use, production, and interaction contexts of the application under analysisan instance document genre = a permanent objectan instance of an interaction genre = a run-time object (which may become a permanent object if stored)
29ExerciseLet us do individually a diagonal matrix about ”the course communication”for the virtual eCollaboration course at UiAuse the excel-sheet given for this purpose…you can use the wikisite:…as the basis (OBS! this does not involve all of the genres!)-> Move 3-4 genres of communication to a ”genre list”The second task is to suggest ways to improve collaboration in a virtual eCollaboration course at UiA……discuss about each of thoseimprovement ideasfunctionality requirements etc.45 minutes… -> coming back to present the model(s)(if no time – do this exercise before the next lecture)