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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Teaching Goal Modeling to Engineering Professionals</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>An Experience Report</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Marian Daun</institution>
          ,
          <addr-line>Kevin Keller, and Jennifer Brings</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>paluno - The Ruhr Institute for Software Technology University of Duisburg-Essen Essen</institution>
          ,
          <country country="DE">Germany</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2017</year>
      </pub-date>
      <fpage>38</fpage>
      <lpage>47</lpage>
      <abstract>
        <p>Model-based software engineering is a common means to cope with complexity, size, and safety-relevance of modern embedded systems. While conceptual modeling is often part of university curricula and the concepts of modelbased engineering are also taught in industrial training, very few experience reports can be found on teaching model-based requirements engineering to industry professionals. In this paper, we report on our findings from teaching goal modeling with GRL as part of a model-based engineering course to industry professionals with no software engineering background. It showed that goal modeling is an appropriate means to cope with industrial problems, that teaching goal modeling can be used as gentle introduction into model-based software engineering, and that fundamental concepts of conceptual modeling are easy to understand for engineering professionals when taught in combination with goal modeling.</p>
      </abstract>
      <kwd-group>
        <kwd>model-based engineering</kwd>
        <kwd>industrial training</kwd>
        <kwd>goal modeling</kwd>
        <kwd>GRL</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Goal modeling approaches are of vital importance in model-based requirements
engineering [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. Among others, goal modeling allows efficient and easy to understand
structured documentation of high-level requirements [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. Accordingly, goal modeling
can be seen as starting point for continuous model-based engineering from
requirements to code [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. Furthermore, goal modeling approaches allow for a thorough
analysis already in early phases [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ], which is beneficial for efficient decision making [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] as
well as safety analyses [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. Although goal modeling is valued on a regular basis
throughout literature (e.g., [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]), it is rarely used in industrial practice for the
development of embedded systems [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ].
      </p>
      <p>
        To improve this situation, it is often suggested to explicitly integrate goal modeling
in universities’ degree programs [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ], which produces students capable to transfer goal
modeling into industrial practice in the long run. Beyond that, there is, however, also a
need to teach goal modeling in industrial training to achieve an immediate impact on
the prevalence of goal modeling in industry. In this paper, we report on our experiences
from teaching goal modeling with ITU Goal-oriented Requirements Language (GRL)
[
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] in an industrial setting.
      </p>
      <p>This paper contributes an experience report discussing insights gained during
teaching GRL as part of a model-based software engineering course to engineering
professionals from a Germany-based internationally-operating large (i.e. &gt;85,000 employees)
company in the field of safety-critical embedded system development, who then applied
there newly-learned skills to the development of one of their products. Participants were
chosen by the company. They were engineering professionals, with no background in
software engineering education and no prior knowledge of conceptual modeling. The
use of GRL and the way of teaching goal modeling was seen as appropriate and was
welcomed by engineering professionals. This paper focuses on the insights gained
regarding the use of goal modeling in such a teaching setting, as these findings can lead
to improving teaching model-based software engineering. In particular, we learned that
teaching goal modeling should go beyond teaching how to create goal models
themselves, but that furthermore, goal modeling can serve as perfect medium to (a) introduce
model-based engineering and to (b) teach fundamental concepts of model-based
engineering.</p>
      <p>This paper is structured as follows: Section 2 provides some background information
about the course and the role of goal modeling within the course. Section 3 provides
details about the teaching approach to goal-modeling including its teaching goals,
syllabus, and the teaching material used. In Section 4 we elaborate on the lessons learned
from teaching goal modeling to engineering professionals. Section 5 relates our
findings to related work and Section 6 concludes the paper.
2</p>
    </sec>
    <sec id="sec-2">
      <title>Background</title>
      <p>
        In this section, we will outline the overall course setup and the role of goal modeling
within the educational setting. The course is meant to support a technology transfer
project that aims at introducing continuous model-based engineering to the embedded
systems industry. To this end, industry professionals learn how to create and read
different kinds of models and how to ensure consistency across different models and
abstraction layers. Overall the course comprises five modules aimed at different roles
involved in the development ranging from requirements engineer to system architect, etc.
Each module consists of about 25 blocks covering various requirements engineering,
system design and quality assurance topics. While some blocks are part of multiple
modules, each module focuses on the topics most relevant for that particular role. Goal
modeling is of particular relevance for requirements engineers and system architects.
The goal modeling blocks draw on our experience teaching i*-modeling to graduate
students within an advanced requirements engineering course. To comply with
industry’s preference for using standardized languages we are using the GRL [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] instead.
Fig. 1 illustrates the topics covered in the requirements engineering module. This
module consists of three parts: context analysis, goal- and scenario-based requirements
engineering, and specification of requirements. While teaching how to read and create the
respective models, the learners also receive instruction on theoretical foundations of
context analysis, goal- and scenario-based requirements and specification of
requirements.
      </p>
    </sec>
    <sec id="sec-3">
      <title>Teaching Goal Modeling</title>
      <p>Teaching Goals</p>
      <p>The goal modeling building blocks are designed to, first of all, teach how goal
modeling is related to the overall approach (i.e. goal modeling as part of goal- and
scenariobased requirements engineering). This is accompanied by the basics of teaching goal
modeling, namely: how to read goal models and how to create goal models. The latter
also emphasizes how to elicit goals, for instance, in cooperation with
scenario-orientation, and how to identify and resolve conflicts within goal models. Based on the benefits
of goal modeling (e.g., how to validate goal models, how to use goal models as
reference for validating other artifacts), it is taught how different solution possibilities have
different benefits and shortcomings depending on the models intended use and how
readability of a goal model influences its perception.
3.2</p>
      <p>Syllabus</p>
      <p>The goal modeling blocks place emphasis on teaching the foundations of goal
modeling with GRL as well as its implications for the use in model-based engineering of
embedded system. First, the idea of intentional elements is taught. Participants learn to
differentiate between goals, softgoals, tasks, resources, and beliefs. In particular, the
use of beliefs to indicate why early design decisions have been made is taught (e.g., to
indicate which laws result in which assumed measures). Hence, beliefs and resources
are helpful when it comes to keeping track of consequences resulting from
technological changes or changing laws and regulations.</p>
      <p>Second, the use of decompositions is taught as well as the use of contributions. In
doing so emphasis is placed on the different possibilities of structuring a goal model,
e.g., in which situation a decomposition and when a contribution link seems more
beneficial. Also special cases such as a subgoal which is a decomposed part of two
supergoals is discussed, as this is not uncommon in the engineering of embedded systems,
due to technological decisions taken by the original equipment manufacturer (OEM) in
advance.</p>
      <p>
        Third, the differentiation between different actors, their goals (or other intentional
elements) and the dependencies between them, is part of the course. It is to mention,
that in the engineering of embedded systems it has shown beneficial to not model
stakeholders as actors [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ], but the system under development and its neighboring systems
(e.g., to document that the system under development relies on a context measurement,
which is sensed by another system). However, the original concept of actor and
dependency usage is also taught, so that participants can understand the underlying
principle, and grasp why the modeling of systems as actors is beneficial in their case.
      </p>
      <p>
        Last, rules for goal fulfilment and the propagation of fulfilments from subgoals to
supergoals as defined by [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] are part of the course.
3.3
      </p>
      <p>Teaching Material</p>
      <p>The course mainly relies on online resources. The online materials comprise videos
in classical lecture-style, textual learning materials as scripts, exercises and
whiteboardstyle videos discussing potential solutions and benefits of different solutions.
Additionally, tool support and online tutorials for solving the exercises with the tool are given.
Throughout the script and the lecture videos references to industrial practice are given.
Exercises are specifically designed to give insight in realistic industrial problem
situations. In addition, some FAQ videos also explicitly discuss typical industrial problem
situations and different ways of handling conceptual modeling often found in industrial
practice.</p>
      <p>Concurrently to using the learning materials for self-study, the engineering
professionals apply the newly-learned skills to the development to a real applications system.
To support engineering professionals in applying the instructed material to the
application system, bi-weekly conference calls and monthly full-day workshop meetings are
conducted to discuss the engineering professionals’ questions about teaching material
and their modeling of the application system.
4</p>
    </sec>
    <sec id="sec-4">
      <title>Lessons Learned</title>
      <p>From the introduction of the goal modeling teaching materials in the industrial
setting, the feedback of participants, and, in particular, the discussions in the workshops
on applying the technique to a concrete system, we gained several insights we will
elaborate on in this section. While goal modeling in general was well received,
questions, discussions and on-site teaching during the workshops showed that goal
modeling can also be seen as advantageous teaching concept to introduce model-based
software engineering (Subsection 4.1) and to teach fundamental concepts of model-based
software engineering to engineering professionals (Subsection 4.2).
4.1</p>
      <p>Goal modeling as introductory concept to model-based software
engineering</p>
      <p>Since goal modeling was easy to understand and perceived as useful by the
engineering professionals, we assume that goal modeling itself can be a very useful
introduction for teaching model-based software engineering in general. In this subsection,
we summarize our major findings regarding the suitability as introductory concept.</p>
      <p>Suitability of goal modeling as a starting point for teaching model-based
engineering. We observed that participants were much quicker to grasp goal modeling
concepts than other modeling languages taught in the course (context modeling, behavioral
modeling, functional modeling, or architecture modeling). In particular, their initial
draft of a goal model for their application system under development was of pretty good
technical quality and discussions revealed that it adequately represented the intention
of the system to be build. Discussions with the participants showed that the basic
concepts of goal modeling with GRL - i.e. the use of intentional elements, decomposition,
and contribution links – are seen as easy to understand and to apply to the application
system. Hence, we consider teaching GRL and goal modeling as a good starting point
for teaching model-based requirements engineering, In the original teaching material,
however, we first introduced context modeling and then goal and scenario-based
requirements engineering. As goal modeling has shown to be a good introduction to
model-based engineering and to model-based requirements engineering in particular,
the question arises from a pedagogical point, how to order the teaching blocks in a setup
beginning with goal modeling.</p>
      <p>Structuring of goal models. We gained the insight that teaching goal modeling to
engineering professionals must emphasize the structuring of goals. As there is no hard
and fast rule on how to structure goals and different goal models can perfectly describe
the same system. Therefore, it is important to directly point out, what good structures
might typical look like and what the different benefits associated with different structures
are. E.g., the ability to abstract from particular subtrees to only discuss specific subtrees
with stakeholders. Participants directly saw the benefit of these possibilities for their
day-to-day work, when eliciting and negotiating requirements, but it must be stressed
that this benefit of model-based engineering did not become apparent to the engineers
until it was pointed out. Hence, teaching material should explicitly discuss advantages
and disadvantages of different ways of structuring goal models.</p>
      <p>It showed that the engineering professionals could easily transfer these benefits from
other example systems to the application system. Hence, we assume that these things
must not be taught explicitly using examples from the participants’ day to day work
experiences, as industry professionals are used to transfer concepts and have typically
experience with different types of systems. However, benefits and even possible
shortcomings modeling alternatives have for specific purposes must be taught as these are
not directly seen. For instance, participating professionals started with a rather flat goal
hierarchy. While they knew which goals belonged together and arranged them visually,
they did not make use of subgoals to represent this structure.
4.2</p>
      <p>Goal models as a point of reference for teaching more advanced software
engineering concepts</p>
      <p>From the discussions with the industry professionals we did not only learn that goal
modeling is a good means to introduce model-based engineering to engineers, but
furthermore to teach fundamental concepts in model-based software engineering. Hence,
this subsection summarizes the insights we gained regarding the needs to teach further
concepts using goal models as a point of reference:</p>
      <p>Teaching how to cope with textual requirements. Even though industry
professionals clearly saw the advantages of model-based development, they still have a need
for documenting textual requirements (e.g., for negotiating legally-binding contracts)
This creates the need to link the textual requirements to the model-based requirements.
Instead of linking each model or parts of each model to textual requirements it was seen
as beneficial to link textual requirements to goals and continue on completely
modelbased from there on. The use of goal models to link natural language requirements and
model-based artifacts is exemplified by Fig. 2. The goals are used to transfer the textual
requirements into the model-based world and subsequently keep them closely linked.
Furthermore, the goal model then serves as main point of reference for traceability from
natural language requirements to other requirements artifacts, such as scenarios, and to
other engineering artifacts, such as the systems architecture.</p>
      <p>Teaching traceability using goal models. This approach inevitably leads to the
necessity of teaching the use of traceability techniques, which is commonly seen as
fundamental to model-based software engineering. Goal models are particularly suited for
this because they already document several relationships and are easy to connect to
scenarios which facilitates the illustration of traceability concepts. Furthermore, as
goals enable easy assessment of what the system is capable of (i.e., which goals have
been fulfilled) the benefits of using goal models as a kind of pivotal artifact.</p>
      <p>Goal model as a pivotal artifact. As outlined, goal models were seen as the artifact
to link with the textual requirements and to serve as point of reference for traceability
ID</p>
      <sec id="sec-4-1">
        <title>Name REQ1</title>
        <p>Description</p>
      </sec>
      <sec id="sec-4-2">
        <title>Name REQ2</title>
        <p>ID
Description</p>
      </sec>
      <sec id="sec-4-3">
        <title>Name REQ3</title>
        <p>ID
Description</p>
      </sec>
      <sec id="sec-4-4">
        <title>Name REQ4</title>
        <p>ID
Description</p>
      </sec>
      <sec id="sec-4-5">
        <title>Name REQ5</title>
        <p>ID
Description</p>
        <p>Textual Requirements
refines
refines</p>
        <p>Goal1.1.1</p>
        <p>AND
Goal1.1.1.1
refines
refines
refines
Softgoal1.1
AND</p>
        <p>Goal1.1.2
AND</p>
        <p>Goal1
AND</p>
        <p>Softgoal1.2</p>
        <p>IOR
Goal1.2.1
AND
Goal1.1.1.2 Softgoal1.1.2.1</p>
        <p>AND</p>
        <p>Softgoal1.2.2.1</p>
        <p>IOR</p>
        <p>Task1.3.1.1</p>
        <p>Task1.3.3.2
refines</p>
        <p>Goal1.3</p>
        <p>AND
Goal1.3.1
IOR
refines
Softgoal1.3.2
AND
Task1.1.1.1.1 Task1.1.1.2.1 Task1.1.2.1.1
IOR IOR
Task1.2.2</p>
        <p>Task1.2.2.2.2
Task1.3.2.1.1 Task1.A3N.2D.1.2
ResourceA</p>
        <p>ResourceB</p>
        <p>ResourceC
ResourceD</p>
        <p>ResourceE</p>
        <p>Goal1.3.2.1
AND
refines
refines
Belief1
refines</p>
        <sec id="sec-4-5-1">
          <title>Context1G I System H Context2</title>
        </sec>
        <sec id="sec-4-5-2">
          <title>Context3A System BCContext4</title>
        </sec>
        <sec id="sec-4-5-3">
          <title>Context1F System DEContext5</title>
          <p>Scenarios</p>
          <p>...</p>
          <p>ComponentA</p>
          <p>ComponentC
ComponentB
ComponentD</p>
          <p>Architecture
Softgoal1.2.2
Goals
concerns. Hence, leading to the need to keep the goal model constantly up to date.
Therefore, there exists a strong likelihood for revisions and changes of the goal model.
For example, the goal modeling needs to be restructured due to knowledge gains or
design decisions made in later phases. This resulted initially in astonishment as
typically textual requirements are not updated after the requirements phase and developed
for every new project from scratch. However, participants easily gained an
understanding for the benefits of keeping artifacts up to date and appreciated the iterative nature
of model-based engineering. So also this concept should be more explicitly
incorporated in future teaching materials. As another result of the necessary revisions,
participants were stressing the need for adequate support for goal modeling in the
development tool they are using.</p>
          <p>Importance of unique identifiers and consistent identifier usage. To make use of
fully automated methods but also to support communication with different
stakeholders, identifiers should be kept consistent throughout the whole engineering but at least
throughout the requirements engineering phase. This is another example, where
participants totally agreed on the benefits and were easily convinced that this can
significantly support their day-to-day work.</p>
          <p>
            Communicating with stakeholders using goals. Participants were very intrigued
to learn when to bring the stakeholders in, when doing model-based software
engineering. Suggestions from an academic point of view as well as further discussions with the
engineering professionals revealed that for this the use of goal models seems optimal,
which is in accordance with common suggestions from literature [
            <xref ref-type="bibr" rid="ref14">14</xref>
            ]. However, it
turned out that in industrial practice it seems advantageous to bring in the stakeholder
at two points. First, to elicit and discuss initial requirements and to gain an
understanding of the system, as desired by the OEM. At this point the use of stakeholders is
typically minimized to avoid unnecessary costs and to not annoy the stakeholders with
trivial questions. Second, stakeholders should be brought in for discussions and
negotiations, when during development it becomes clear that a goal is not fulfillable.
Participating industry professionals assumed that in many cases goals can then easily be
changed so that they can be fulfilled. This results from the fact that requirements are
formulated before it is totally clear what really is needed. For example, it might be
defined that a certain response time is needed as this measurement is commonly used
and seems to be a safe guess in the first place. When it becomes clear, that this is
unfulfillable, discussions with the stakeholders, for example with the OEM, will take
place to negotiate the real needed value what has not been done in the first place to
accommodate stakeholders.
5
          </p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>Related Work</title>
      <p>There are several related experience reports about teaching goal modeling, which
however, most report on experiences gained from teaching students not professionals.
In this section, we will briefly introduce the main findings of these reports and compare
them to our own findings, showing that there seems to be a significant difference
between teaching goal modeling to software engineering students and to engineering
professionals.</p>
      <p>
        In [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ] Svee and Zdravkovic report their experience from six years of teaching i*
modeling to undergraduate and graduate students. The authors conclude that i*
modeling is unpopular, especially with students with little experience. In contrast Babar et al.
[
        <xref ref-type="bibr" rid="ref16">16</xref>
        ] state they experienced students to be appreciative of the i* framework.
      </p>
      <p>
        Several papers report on various difficulties students have with certain model
elements, e.g., dependencies [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ], [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ], SR internal relationships [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ] and actors [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ],[
        <xref ref-type="bibr" rid="ref18">18</xref>
        ].
Suggestions for helping students learn goal modeling include, the use of model
skeletons and tables as intermediate artefact [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ]. There is also a discussion on whether to
start with SR or SD diagrams. While Barbar et al. [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ] report that students found SD
diagrams easier than SR diagrams, [
        <xref ref-type="bibr" rid="ref19">19</xref>
        ], [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ] recommend an interactive approach. Paja
et al [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] experienced that teaching, not only goal modeling but also goal-oriented
analysis techniques, increases students understanding of goal models.
      </p>
      <p>
        Bennaceur et al. [
        <xref ref-type="bibr" rid="ref19">19</xref>
        ] examined the correct application of a set of guidelines to help
students with creating goal models and found that several guidelines were only rarely
applied correctly by students. In [
        <xref ref-type="bibr" rid="ref20">20</xref>
        ] Amyot reports on the students’ desires for smaller
exercises including solutions to help them better asses their progress. In [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ] the authors
point out the need for realistic not too small examples to increase students’
understanding. In [
        <xref ref-type="bibr" rid="ref21">21</xref>
        ] and [
        <xref ref-type="bibr" rid="ref22">22</xref>
        ] Nakamura et al. propose a role-play approach for teaching goal
modeling (KAOS models) in university education.
      </p>
      <p>
        In summary, recent studies came to sometimes quite contrasting results. For
example; learning goal modeling was sometimes seen as easy, sometimes as hard; it was
sometimes determined that simplified easy to understand examples contribute to
teaching goal modeling sometimes the need for larger and realistic examples was reported.
Our own findings from teaching goal modeling to engineering professionals showed
that the basic concept was easy to grasp and there seems to be no reason for
individualized examples in the teaching materials, which come from the participants’ domain.
As we outlined in Section 4, engineering professionals quite easily grasped the idea of
goal models and were able to apply goal modeling to the application system. Therefore,
there was no need for often suggested model skeletons or other guidelines in model
creation. Hence, future work could cope with differences between students and
professionals w.r.t. their needs in learning goal modeling and other model-based concepts, as
has also been identified by other researchers for other areas of software engineering
education (e.g. [
        <xref ref-type="bibr" rid="ref23">23</xref>
        ]).
6
      </p>
    </sec>
    <sec id="sec-6">
      <title>Conclusion</title>
      <p>In this paper, we reported on our experiences from teaching goal modeling with GRL
to engineering professionals in the embedded industry. We identified that teaching goal
modeling can be seen as gentle introduction to teaching conceptual modeling to
engineering professionals without software engineering knowledge. In particular, goal
modeling has shown to be suitable to teach fundamental concepts of model-based
engineering such as traceability and relating natural language requirements to model-based
artifacts. However, as we report from one example of teaching goal modeling with GRL
to industry professionals, future work will have to investigate, how these findings can
be incorporated into a sound teaching framework for model-based engineering of
embedded systems. In addition, as comparison with related work has shown, it might be
valuable to closer analyze different needs in learning goal modeling between student
participants and industry professionals.</p>
      <p>Acknowledgment. This research has partly been funded by the German federal
ministry for education and research under grant no. 01IS15058C.</p>
    </sec>
  </body>
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