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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Towards Situational Business Process Meta-Modelling</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Oumaima Saidani</string-name>
          <email>Oumaima.Saidani@univ-paris1.fr</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Selmin Nurcan</string-name>
          <email>Selmin.Nurcan@univ-paris1.fr</email>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>IAE de Paris Sorbonne Graduate Business School Université</institution>
          <addr-line>Paris 1 - Panthéon - Sorbonne 21, rue Broca 75005 Paris</addr-line>
          <country country="FR">France</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Université Paris 1 - Panthéon - Sorbonne Centre de Recherche en Informatique 90</institution>
          ,
          <addr-line>rue de Tolbiac 75013 Paris</addr-line>
          ,
          <country country="FR">France</country>
        </aff>
      </contrib-group>
      <fpage>93</fpage>
      <lpage>96</lpage>
      <abstract>
        <p>Business Process (BP) meta-models allow partial views of the processes. There may be adequate for some processes but not others. Situational engineering has proved its effectiveness in many engineering domains such as software and information system development. Reasoning on a situational approach for BP meta-modelling is a challenging research issue which can contribute to increase flexibility of meta-models and their adaptability to different organisation settings.</p>
      </abstract>
      <kwd-group>
        <kwd>Business Process meta-modelling</kwd>
        <kwd>Flexibility</kwd>
        <kwd>Adaptability</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1 Introduction</title>
      <p>
        Current researches on business process (BP) modelling stress the importance of
the flexibility and the adaptability of BP [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. Reasoning on variability in
modelling artifacts can meet the flexibility and context-awareness requirements by
offering alternative solutions depending on the context and on the point-of-views of
the decision-makers. A BP model is often formalized, at the type level, using a
metamodel which captures the concepts supported by this model. We promote the idea that
a single BP meta-model is still insufficient. A promising idea is to propose an
approach for adapting and configuring existing meta-models according the
organisation settings and users’ objectives, rather than to advice for a single model
which can be too complex for some requirements and simple for others. Accordingly,
we focus on the flexibility at the type (meta-model) level of the BP which
corresponds to the level 2 of the OMG four-level-architecture for the processes [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
      </p>
      <p>
        BPs are of various kinds and are defined in different levels of abstraction using
various artifacts depending on the organisation settings and the purpose of the
modelling. For instance, in mechanistic or production organisations, they are often
prescribed in a detailed level since they shall be executed. On contrary, in adhocracies
organisation, more freedom can be left to business actors for choosing how to perform
the underlying business objectives. Therefore, the meta-models can be different and
capture only some aspects of processes, however, sometimes their interrelationships
could or should be taken into consideration and their complimentarily needs to be
expressed. That is, in some situations, activity-oriented and product-oriented ones
may need to be matched in order to determine which activity influences on which
product and on which moment of the process. Also, strategy-oriented process
metamodels require to be made operational using activity-oriented meta-models [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. As
well, [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] combines intention-oriented and state-based process modelling. Therefore,
mechanisms for adapting existing models to specific requirements need to be
developed. Our aim in this paper is to propose such mechanisms. Our motivation
behind this proposal is that: (i) a BP meta-model which is designed for a specific
organisation setting is not necessarily adequate for others; (ii) since several
metamodels have proved their effectiveness in many business areas, it does not seem
required to create new models.
      </p>
      <p>
        In the information systems development (ISD) community, method engineering
(ME) has been introduced as a response to the need for methods adapted to specific
ISD project situations, and to the failure of the methods known as "universal" [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ].
One area of ME is Situational Method Engineering (SME). SME is based on four
principles: meta-modelling, flexibility, reuse and modularity [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. We can highlight
that the ISD requirements on flexibility and adaptability that are behind the ME
emergence in the ISD field were similar to those currently observed in the BPM field,
we thus base our reasoning on SME mechanisms. The paper is structured as follows.
Section 2 introduces an overview of the proposed approach with illustrative examples.
Section 3 concludes the paper.
      </p>
      <p>2 Overview of the proposed approach with examples</p>
      <p>
        Building the adequate meta-model can be done following several manners, for
instance, by assembling relevant concepts, by constructing a core meta-model and
enhancing it with required concepts, etc. With analogy to the method in the ISD field,
we introduce the concept of business method which consists of a set of reusable
components that we identify as BP meta-model chunks. In the remainder of the paper,
we simply denote them by BPM-chunk. BPM-chunks are independent and stored in a
chunk repository. They can be reused in order to build new meta-models or to
enhance existing ones. The can be simple (e.g. a concept) or compound (e.g. a set of
concepts, properties and relationships between them). In the reminder, we introduce
some examples of BPM-chunks that constitute a partial vision of the repository. We
underline the use of some operators for managing them. We are inspired from
operators defined in [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. Fig. 1 shows an example of meta-model (M0) which can be
extended, according to the situation, by independent chunks (C0, C1, C2) resulting on
the meta-models shown in Fig. 1 (right).
      </p>
      <p>
        PM0 and PM1. PM0 (Fig. 1 (left)) keeps a minimal set of features. It may be suitable
for some organisation settings, e.g. stable organisations with minor changes and few
operations. Otherwise, defining operations in a finer granularity, and in frequently
changing organisations, may involve a cumbersome work. In such situation, PM0 can
be extended with C0 (Fig. 2) in order to construct PM1. C0 serves, in PM1, as a link
between roles and operations, BPs are relied to functions rather than operations. PM1
is discussed in detail in [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. Extending PM0 requires updating the relationships
canhold and comprises and defining a new one: satisfies. Let CONCEPTS the set of
concepts of the chunk repository. A relationship can associate many concepts.
Formula (1) represents the mapping of a relationship r onto a set of concepts. Let
create-relationships, update-relationships and delete-relationships three operators
allowing respectively creating, updating and deleting relationships between entities.
These operators can be applied so that the relationship can-hold between the entities
Role and Operation -in PM0- is removed, and the same is created in PM1. As well the
relationship Comprises between the entities Business-Process and Operation, in PM0,
are removed and those between Business-Process and Function are created in PM1.
Finally, the relationship Satisfies between Operational-Goal and Operation is created.
relationship − concept(r : RS) → 2CONCEPTS , relationship − concept(ri ) ⊆ CONCEPTS
(1)
CPM1
      </p>
      <p>CPM0
onstraint extension
C</p>
      <sec id="sec-1-1">
        <title>Organizational</title>
      </sec>
      <sec id="sec-1-2">
        <title>Unit</title>
        <p>*
Belongs to
*</p>
      </sec>
      <sec id="sec-1-3">
        <title>Actor</title>
      </sec>
      <sec id="sec-1-4">
        <title>Business</title>
      </sec>
      <sec id="sec-1-5">
        <title>Process</title>
        <p>*</p>
        <p>Reachs
1</p>
      </sec>
      <sec id="sec-1-6">
        <title>Business goal</title>
        <p>*
*
Can play
*
* Participates
*</p>
      </sec>
      <sec id="sec-1-7">
        <title>Role</title>
        <p>Can hold
1
*
*</p>
      </sec>
      <sec id="sec-1-8">
        <title>Operation</title>
        <p>*</p>
        <sec id="sec-1-8-1">
          <title>Comprises</title>
        </sec>
        <sec id="sec-1-8-2">
          <title>Acts on</title>
          <p>*
Business
object
n
o
i
s
n
e
t
x
e
l
a
o
g
l
a
n
o
itr
a
e
p
o
d
n
a
n
o
it
c
n
u
F</p>
          <p>CxPM1</p>
          <p>CxPM0
Context extension</p>
          <p>CCxPM1
CCxPM0
PM1
PM0</p>
          <p>
            CxPM. CxPM0 and CxPM1 extend PM0 and PM1 with chunk C1 (Context) (Fig. 2).
C1 can be added to an existing meta-model for capturing context knowledge which
can impact the assignments relationships of a process model (e.g. the ability of actors
for playing roles according to a given context [
            <xref ref-type="bibr" rid="ref6">6</xref>
            ]. CxPM0 is constructed by extending
PM0 with C1. The integration of PM0 and C1 requires the use of the operator
updaterelationships so that the relationships can-play, can-hold, implies and comprises
defined in PM0 are related also to C1. The same logic can be applied for CxPM1.
          </p>
          <p>
            CPM. In some situations, organisation policies need to be enforced impacting
assignments decisions, for instance, separation of duties (see [
            <xref ref-type="bibr" rid="ref5">5</xref>
            ] for more details
about constraints). Building CPM0 (resp. CPM1) requires extending PM0 (resp. PM1)
with C2 (Fig. 2). This practice needs using the operator update-relationships so that
the constrained binary relationships assignment (e.g., can-play) in PM0 (resp. in PM1)
are related to C2 in CPM0 (resp. CPM1). The same reasoning can be applied for CxPM1.
          </p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>4 Conclusion and Future Work</title>
      <p>This paper provides a start points for the definition of a methodology allowing the
design of adaptive and flexible BP meta-models according to the situation at hand.
We have introduced the concepts of BPM-chunk and business method as well as
example of chunks and meta-models in order to illustrate our proposal. We promote
the fact that the final business process model has to be created from the set of
proposed chunks in order to suit to a particular situation. This approach aims to make
easier the definition of flexible and customised meta-models. Dealing with
situationawareness raises many issues which need further research such as: the context
influencing the selection of adequate chunks and the adaptation process.</p>
    </sec>
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