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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Ontologies and Conceptual Models in Industrial Enterprises and Software Development Processes</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Marcela Vegetti</string-name>
          <email>mvegetti@santafe-conicet.gov.ar</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Silvio Gonnet</string-name>
          <email>sgonnet@santafe-conicet.gov.ar</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Horacio P. Leone</string-name>
          <email>hleone@santafe-conicet.gov.ar</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Gabriela P. Henning</string-name>
          <email>ghenning@intec.unl.edu.ar</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Instituto de Desarrollo Tecnológico para la Industria Química (INTEC), CONICET-UNL</institution>
          ,
          <addr-line>Güemes 3450, (3000) Santa Fe</addr-line>
          ,
          <country country="AR">Argentina</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Instituto de Desarrollo y Diseño (INGAR), CONICET-UTN</institution>
          ,
          <addr-line>Avellaneda 3657, (3000) Santa Fe</addr-line>
          ,
          <country country="AR">Argentina</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>1. Research statement Our group is interested in developing conceptual models and domain ontologies in the field of industrial enterprises and software development processes. We completely agree with the view of domain ontologies as explicit and formal models of specific knowledge fields, which satisfy the requirement of reflecting the consensus of a community. The reasons why the group has been involved in the development of conceptual models and domain ontologies in the past 20 years are the following: (i) They play an essential role in describing and understanding complex fields; (ii) As a shared notation and a conceptual foundation, they facilitate the communication, discussion, exchange of case studies, etc., among the members of a community; (iii) Since knowledge is explicitly and formally expressed, conceptual models and ontologies support inference processes and, therefore, the development of intelligent systems; (iv) By providing a declarative, machine readable representation, ontologies can enable unambiguous communication between software agents that would otherwise be difficult or impossible. In this way, ontologies play a central role in solving nowadays problems associated with islands of automation by providing a semantic integration foundation to the enterprise applications integration field.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>2. Main research lines</title>
      <p>Section 2.1. presents the more established research lines associated with ontologies
and conceptual models for industrial enterprises. They are related to the development
of conceptual and reference models, domain ontologies, architectures and
collaborative tools to reach integration within organizations, as well as among
different industrial enterprises. Some of these models and ontologies support the
underlying reasoning mechanisms of some intelligent systems in the areas of
industrial planning and scheduling. In addition, they include the development of tools
that support the modeling and design of collaborative business processes. On the other
hand, Section 2.2 describes more recent research lines associated with ontologies and
conceptual models that participate in software development processes.</p>
      <sec id="sec-1-1">
        <title>2.1. Ontologies and Conceptual Models for industrial enterprises</title>
      </sec>
      <sec id="sec-1-2">
        <title>SCONTO</title>
        <p>It is a Supply Chain ONTOlogy whose development has an enormous importance in
the context of extended supply chains (SCs), where several partners belonging to
distinct organizations, and having different information systems, need to interplay,
communicate and exchange information in a seamless fashion. SCONTO represents
SC processes in a formal way and extends the SCOR reference model, overcoming
most of its limitations [1]. SCONTO can unambiguously describe the SC processes
and activities, their scope, associated organizational units and resources, as well as
their interrelationships. Besides, it can formally capture the SC structure, its
participating organizations, along with the resources that partake in the different
supply chain business processes, explicitly representing their roles and flows. In
addition, SCONTO includes an explicit, comprehensive, and formal representation of
the assessment related concepts (metrics and best practices) [2] [3] that are involved
in a SC evaluation system. This view is totally integrated with the other ones.</p>
        <p>The ontology has been developed following the methodological guidelines devised
by Methontology. As the main result of its conceptualization phase, a semiformal
conceptual model was built using the UML language and OCL constraints. Later, this
model has been formalized and implemented in OWL. To test the ontology, different
case studies concerning extended supply chains were carried out, and are still being
addressed.</p>
      </sec>
      <sec id="sec-1-3">
        <title>PRONTO</title>
        <p>
          PRONTO is a domain ontology which captures information of industrial products. It
defines and integrates two hierarchies: the abstraction hierarchy (AH), and the
structural one (SH). This last hierarchy is associated with bill of materials (BOM)
information [4]. PRONTO modifies the traditional two-level product family
representation since its AH establishes three different abstraction levels for the
definition of products: Family, VariantSet and Product [5]. Furthermore, the ontology
includes appropriate mechanisms to consistently maintain structural information
among the different abstraction levels [
          <xref ref-type="bibr" rid="ref5">6</xref>
          ]. The extension of PRONTO with a
hierarchical product-property model [
          <xref ref-type="bibr" rid="ref6">7</xref>
          ] allows managing huge amounts of structural
and non-structural information in a systematic way, with minimum replication.
Besides, an unambiguous criterion, based on the properties of variants, for identifying
families and variant sets has been proposed.
        </p>
        <p>
          Two implementations of PRONTO have been developed: (i) A ConceptBase
formal specification of PRONTO that focuses on the structural hierarchy of products.
This hierarchy is a tool to handle product information associated with the multiple
recipes or processes to manufacture a particular product or a set of similar products
[
          <xref ref-type="bibr" rid="ref7">8</xref>
          ]. (ii) An OWL implementation [
          <xref ref-type="bibr" rid="ref8">9</xref>
          ]. This last one is the basis for a Semantic
Webbased architecture that was proposed to support the formulation of queries about the
structure of products whose components are manufactured by different nodes of a
supply chain that operates under the collaborative product development paradigm.
        </p>
      </sec>
      <sec id="sec-1-4">
        <title>Production Processes and their Operations</title>
        <p>
          Intelligent support systems in the areas of production planning and scheduling, both
predictive and reactive, need to have an explicit representation of the domain in order
to ground their domain-based reasoning mechanisms. With this idea in mind, an
ontology that explicitly represents in an integrated fashion the resources involved in
production processes, their associated production recipes or manufacturing routes, as
well as scheduling related concepts, disruptive events and temporal information is
being developed [
          <xref ref-type="bibr" rid="ref9">10</xref>
          ]. These different views have been organized into subontologies.
        </p>
        <p>
          The underlying generic representation allowed specializing the ontology for
specific types of industrial plants. Up to now it has been specialized to represent
multiproduct, multistage batch plants, as well as flexible manufacturing systems, and
has supported the reasoning mechanisms associated with a reactive scheduling
framework [
          <xref ref-type="bibr" rid="ref10">11</xref>
          ]. Future work involves addressing other types of industrial processes,
as well as supporting reasoning mechanisms coupled with the automatic development
of scheduling models based on mathematical and constraint programming techniques.
        </p>
        <p>The ontology has been developed according to the guidelines of the well
established ANSI/ISA-S88 and ANSI/ISA-S95 international standards. Besides the
goals that were presented in the previous paragraph, it is expected to serve as the
foundation for the integration of the many informatics applications that nowadays
coexist in industrial shop floors.</p>
      </sec>
      <sec id="sec-1-5">
        <title>Engineering Design Process</title>
        <p>The objective of this research line is the development of an environment for modeling
and managing collaborative engineering design processes. In particular, this line
involves the definition of models and tools to represent and capture the experts'
knowledge and rationale, as well as the products that are generated along with these
design processes. Thus, the whole history of a design problem is retained in an
integrated fashion.</p>
        <p>
          CoMoDe. It is a Collaborative Model for capturing and representing the engineering
Design process. It is based on a deductive object-oriented model that, in relation to an
engineering design process, is able to capture the different elements that participate in
it in an integrated fashion [
          <xref ref-type="bibr" rid="ref11">12</xref>
          ] [
          <xref ref-type="bibr" rid="ref12">13</xref>
          ]. In particular, it is able to represent (i) the
activities, operations, and actors that have generated each design product, (ii) the
imposed requirements, and (iii) the rationale behind each decision. Furthermore, it
also offers an explicit mechanism to represent and trace the different model versions
that have participated in the design process. Situation calculus is used to formally
express the existence of an object in a given state of a particular design process.
TracED. Supported by CoMoDe, Traced is a tool that has been developed for
capturing and Tracing Engineering Design processes. This tool provides the
mechanisms to capture the several products generated during an engineering design
process, as well as the elements for specifying, executing, and capturing the
operations that have generated them [
          <xref ref-type="bibr" rid="ref13">14</xref>
          ] [
          <xref ref-type="bibr" rid="ref14">15</xref>
          ]. Based on an extensible model, TracED
allows the definition of the elements of particular work domains, as well as the
operations that are suitable for them.
        </p>
      </sec>
      <sec id="sec-1-6">
        <title>2.2 Ontologies and Conceptual Modeling in Software Development Processes</title>
        <p>
          More recently, new research interests appeared, which extended the application
domain to the software development processes. The conceptual models and ontologies
that were generated in the two previous lines are now being extended to the software
development field. In particular, CoMoDe has been extended to obtain a model for
capturing how products are generated and transformed along the software architecture
design process. Such model follows an operational perspective, where architectural
design decisions are modeled by means of sequences of operations that are applied on
the design products [
          <xref ref-type="bibr" rid="ref15">16</xref>
          ]. Also, a particular application domain was defined in TracED
to allow using this tool for capturing and tracing software architecture design
processes. The tool was used in a test project to design the architecture of Struts, the
well known development framework [
          <xref ref-type="bibr" rid="ref16">17</xref>
          ]. The proposed model has also been
successfully applied to the mobile systems software architecture domain [
          <xref ref-type="bibr" rid="ref14">15</xref>
          ].
Besides, the initial results have been extended to consider the representation of
architectural artifacts [
          <xref ref-type="bibr" rid="ref17">18</xref>
          ] and the rationale generated by architects during the design
process [
          <xref ref-type="bibr" rid="ref18">19</xref>
          ].
        </p>
        <p>Additionally, the group is working to develop tools for software architects to allow
them reusing the architectural solutions previously applied (either by the architects
themselves or by other architects), when designing new architectures.</p>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>3. Brief Summary of the Group History</title>
      <p>
        The group started in 1991 when Horacio Leone and Gabriela Henning returned to
Argentina after completing their Postdoctoral stay at the Massachusetts Institute of
Technology, where they developed MODEL.LA [
        <xref ref-type="bibr" rid="ref19">20</xref>
        ] [
        <xref ref-type="bibr" rid="ref20">21</xref>
        ], a conceptual modeling
language for the process systems engineering domain. Back in Argentina, they started
working on a language for Enterprise Modeling [
        <xref ref-type="bibr" rid="ref21">22</xref>
        ] [
        <xref ref-type="bibr" rid="ref22">23</xref>
        ].
      </p>
      <p>
        Afterward, the modeling and management of collaborative engineering design
processes research area was initiated [
        <xref ref-type="bibr" rid="ref12">13</xref>
        ] [
        <xref ref-type="bibr" rid="ref11">12</xref>
        ], and soon after, the development of an
ontology for industrial products representation was undertaken [4] [5] [
        <xref ref-type="bibr" rid="ref5">6</xref>
        ] [
        <xref ref-type="bibr" rid="ref6">7</xref>
        ] [
        <xref ref-type="bibr" rid="ref7">8</xref>
        ] [
        <xref ref-type="bibr" rid="ref8">9</xref>
        ].
Later on, a research line on a supply chain ontology was started [1] [2] [3]. In the last
few years other research areas were opened: (i) the development of an ontology for
industrial processes and their operation (scheduling) [
        <xref ref-type="bibr" rid="ref9">10</xref>
        ] [
        <xref ref-type="bibr" rid="ref10">11</xref>
        ], and (ii) the extension
of the collaborative engineering design processes models and tools to the software
development process domain [
        <xref ref-type="bibr" rid="ref13">14</xref>
        ] [
        <xref ref-type="bibr" rid="ref14">15</xref>
        ] [
        <xref ref-type="bibr" rid="ref15">16</xref>
        ] [
        <xref ref-type="bibr" rid="ref16">17</xref>
        ] [
        <xref ref-type="bibr" rid="ref17">18</xref>
        ] [
        <xref ref-type="bibr" rid="ref18">19</xref>
        ]. The group currently has
two senior researchers (Horacio Leone and Gabriela Henning), two junior researchers
(Marcela Vegetti and Silvio Gonnet), two Postdoctoral fellows and six Ph. D.
students.
      </p>
      <p>The biography of the researchers is summarized below.</p>
      <p>Marcela Vegetti received a Ph.D. degree in Information Systems from “Universidad
Tecnológica Nacional, Facultad Regional Santa Fe” (UTN-FRSF), Santa Fe,
Argentina, in 2007. She currently holds an Assistant Researcher position at
CONICET, working at INGAR (CONICET-UTN). She also is an Assistant Professor
at UTN-FRSF. Her research interests focus on models to support product knowledge
representation in industrial enterprises. Besides, she is extending this research line to
model product platforms in the software development process domain.
Silvio Gonnet received an Engineering degree in Information Systems from
UTNFRSF in 1998, and obtained his Ph.D. degree in Engineering from “Universidad
Nacional del Litoral” (UNL) in 2003. He currently holds an Associate Researcher
position at the National Council for Scientific and Technical Research of Argentina
(CONICET), to work at “Instituto de Desarrollo y Diseño” (INGAR). He also is an
Assistant Professor at UTN-FRSF. His research interests include models and tools to
support engineering design processes, software architectures, and semantic web.
Horacio P. Leone is a Full Professor at the Information Systems Department of
UTN-FRSF, where he is currently the Department Head. He also holds an
Independent Researcher position at CONICET, working at INGAR. He obtained his
Ph.D. degree in Chemical Engineering from UNL in 1986 and was a Postdoctoral
Fellow at the Massachusetts Institute of Technology (1986–1989). His current
research activities focus on software architectures, models for supporting the design
process, semantic web applications to supply chain information systems and
enterprise modeling. He has supervised several Ph.D. and Master students
Gabriela P. Henning is a Professor at UNL and holds a Principal Researcher position
at CONICET, working at INTEC (CONICET-UNL). She received a Ph.D. degree in
Chemical Engineering from UNL in 1986 and was a Postdoctoral Fellow at the
Massachusetts Institute of Technology (1986–1989), specializing in applications of
Artificial Intelligence in Process Engineering. Her current research interests include
the development of integrated information systems for industrial organizations,
models for supporting engineering design processes, as well as the solution of
industrial scheduling and supply chain management problems by means of
knowledge-based techniques. She has supervised several Ph.D. students</p>
    </sec>
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