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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Longevity as an Information Systems Design Concern</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Diogo Proenca</string-name>
          <email>diogo.proenca@ist.utl.pt</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Goncalo Antunes</string-name>
          <email>goncalo.antunes@ist.utl.pt</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Jose Borbinha</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Artur Caetano</string-name>
          <email>artur.caetano@ist.utl.pt</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Stefan Bi</string-name>
          <email>stefan.biffl@tuwien.ac.at</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Dietmar Winkler</string-name>
          <email>dietmar.winkler@tuwien.ac.at</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Christoph Becker</string-name>
          <email>christoph.becker@tuwien.ac.at</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>IST/INESC-ID - Information Systems Group</institution>
          ,
          <addr-line>Lisbon</addr-line>
          ,
          <country country="PT">Portugal</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Vienna University of Technology</institution>
          ,
          <addr-line>Vienna</addr-line>
          ,
          <country country="AT">Austria</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Digital longevity has emerged as a key challenge for information systems in many domains. In this article we explore the hypothesis that longevity is a non-functional quality attribute of information and software artifacts, driven by organizational capabilities and sociotechnical change processes. While software evolution and maintenance have produced a rich body of knowledge on keeping software systems alive after creation, little emphasis has been placed on the underlying factors contributing to the longevity of information systems up-front. We attempt to dene, motivate and outline the facets of longevity and pose a series of research questions that lead to a research roadmap and open up an interdisciplinary research path on Information Systems Longevity Engineering.</p>
      </abstract>
      <kwd-group>
        <kwd>Information Systems Engineering</kwd>
        <kwd>Information Longevity</kwd>
        <kwd>Systems Longevity</kwd>
        <kwd>Digital Preservation</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>longevity. 1a: long duration of individual life. b: length of life. 2: long
continuance : permanence, durability 3</p>
      <p>This article argues that a new perspective on the concerns of longevity in
information systems design can improve the discipline’s success in ensuring
controlled achievement of longevity in our ultimate core product: information
systems. We outline such a perspective and outline an initial research agenda by
posing a series of focused research questions. Essentially, longevity can be seen
as a non-functional quality attribute of an artifact that describes the degree to
which the artifact continues to full its purpose for a certain timespan or as
long as a dened set of conditions holds. We need to distinguish between the
3 http://www.merriam-webster.com/dictionary/longevity
longevity of information artifacts, the longevity of the system and software
components, and the longevity of the information systems managing these artifacts,
while acknowledging these are intricately linked.</p>
      <p>
        Users have understood the business side of the problem, being faced with data
loss, software cost overruns, lack of business continuity, and violations of
compliance regulations requiring access to data and traceability of business processes.
However, in IS design and engineering, there is a focus on ex-post preservation,
i.e. maintenance and evolution. This contributes to cost overruns over the
system lifecycles and ever-increasing concerns about ‘aging software systems’ [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]
and the huge costs involved in software systems maintenance and evolution [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ].
      </p>
      <p>While both the preservation of information and the governance, maintenance
and evolution of software and information systems as disciplines are each making
advancements, it is crucial to be aware that these are but two sides of one coin:
digital data is meaningless without interpretative systems, and systems become
pointless without the data they are expected to process.</p>
      <p>At the same time, the longevity of the information processed within software
systems poses similarly complex challenges. These challenges have evolved into
an active area of research most commonly called digital preservation. In this
article, we attempt to bring these two perspectives together and outline a research
agenda for improving our ability to control the longevity of information systems.</p>
      <p>This document is structured as follows. Section 2 discusses digital longevity
from the perspective of keeping digital content alive and discusses how notions
of longevity are increasingly becoming urgent matters of attention for
information systems and software systems themselves, and argues why a more holistic
perspective is needed. Section 3 introduces a conceptual perspective for
addressing longevity, and poses a number of focused research questions to be tackled.
Section 4 summarizes the discussion and outlines next steps.
2</p>
    </sec>
    <sec id="sec-2">
      <title>Longevity</title>
      <p>
        To understand the facets of longevity as it applies to information systems, it is
useful to introduce a discipline entirely focused on digital longevity: The eld
of Digital Preservation (DP) is concerned with keeping digital information
authentic, understandable, and usable, through time and across changing
sociotechnological environments [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ].
      </p>
      <p>
        DP is often seen as a case of interoperability through time. Consider a
Shannon communication channel [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ] as a metaphor, as shown in Figure 1. The core
problem is that transmission is asynchronous and may last an indenite time. At
the time of receiving the message, the original message may not exist anymore,
the recipient may not possess an appropriate decoder, the sender may not exist
anymore, there may be no encoder to check against, and the recipient may not
be the initialy intended addressee. The communication channel thus will often
need to convert the message so that the original message intention is preserved.
Theoretically, any converter function carrying out such a transcoding should
respect the type of the original message [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ]. However, the complexity and change
rate of common environments and information representations today have the
eect that this is rarely the case.
      </p>
      <p>
        From its origin in the areas of cultural heritage and eScience, DP has emerged
as a key challenge for information systems in almost any domain from
eCommerce and eGovernment to manufacturing, nance, health, and private lifestyle
[
        <xref ref-type="bibr" rid="ref13 ref2 ref5">5, 2, 13</xref>
        ]. As the eld matures, increasing attention is turned towards the
technology stacks and systems from whose rapid pace of change the ‘problem’ of
longevity seems to be originating. Here, the concern of information longevity
intersects with software and systems engineering and maintenance. Increasingly, it
is understood that we cannot separate the longevity of information entirely from
the longevity of the systems that create, manage and dispose of information. The
concerns of longevity are being tackled from two sides: The digital preservation
community started to build digital preservation systems to preserve information,
while the software and systems community spent decades on software
maintenance and evolution.
      </p>
      <p>We dene information longevity as the objective that is met if information
artifacts remain fullling their intended purpose across time for as long as needed.
On the other hand, systems longevity for an information system can be dened
as the objective that is met if it is possible to manage the system over time so
that it remains fullling its intended purpose for as long as needed.</p>
      <p>For information systems longevity , that means that
1. the information managed by the system needs to fulll the objective of
longevity,
2. it needs to be possible to sustain the information system, across an
unstable organizational and technological context, for as long as a dened set of
conditions holds, and,
3. it can be shown that one eectively can, for that system, move the
information base and the dened valid states changes (the systems’ behavioural
schema, or business rules) to another instance of another information system.</p>
      <p>
        What arises from this view is that information longevity as an organisational
capability relates to the ability to govern information independently of and across
systems. Existing approaches to IT Governance, in comparison, are considering
information primarily as how it is managed within a system.
The concerns of systems longevity have in dierent expressions and with
narrower focus already stirred interest in the software engineering (SE) and IS
communities. However, longevity concerns are generally considered late in the
software lifecycle and on isolated levels such as technical portability across
platforms, modiability of source code, interoperability of components, or resilience
against disruptions [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. Uncontrollable lifecycle costs of software and
information systems have been a topic of research for decades. However, not much has
changed since Parnas lamented about ‘software aging’ in the 1990s [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]. In a
recent article, Neumann reconrms the lack of long-term thinking as a critical
shortcoming. [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]
      </p>
      <p>
        To counter software aging, software evolution and maintenance refers to the
‘modication of a software product after delivery to correct faults, to improve
performance or other attributes, or to adapt the product to a modied
environment.’ [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] Evolution continues to contribute a large part of the lifecycle costs of
software systems. Adaptive and perfective maintenance in many cases contribute
three quarters of the evolution costs [
        <xref ref-type="bibr" rid="ref10 ref4">10, 4</xref>
        ]. These correspond to changing
software environments and changing organization environments, which are primary
inhibitors to information longevity and hence primary drivers of digital
preservation [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. While there is a rich body of knowledge in software maintenance and
evolution on keeping software systems useful over a long time span, this
knowledge is often focused on an ex-post view of life support. We need to combine this
knowledge with up-front design perspectives on goals and concerns and a better
understanding of systems lifecycle management processes.
      </p>
      <p>Figure 2 shows the two key dimensions of the challenge: Information Longevity,
until now, is still treated largely as a problem isolated from Systems Longevity
and treated as an ex-post phenomenon. Similarly, information systems longevity
is generally considered after the fact. While longevity is a key concern in systems
engineering, and a set of problem areas are well-acknowledged and increasingly
sophisticated in contributing to the ability of information systems to achieve
longevity, succesfully establishing Information Systems Longevity Engineering
requires an interdisciplinary eort, shifting from ex-post treatment to a-priori
design. The potential benets are increased sustainability, improved cost
eectiveness, and better control for system users over their information, irrespective
of customer-supplier relationships and contextual change. In particular in times
of cloud computing, these challenges are emerging as crucial requirements for
information systems design. How can we accomodate these concerns
systematically?
3</p>
    </sec>
    <sec id="sec-3">
      <title>Longevity as a design concern</title>
      <p>
        Goals and Challenges. Certain non-functional quality attributes of systems,
such as maintainability and portability, aim at extending the system lifetime
on the technological development level. The standard ISO SQUARE [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]
quality model elements related to longevity, such as modiability and adaptability,
are horizontal attributes generally considered in the development stage. Quality
attributes of software commonly considered include isolated aspects of change
(such as changeability, testability and adaptability), but these concerns fall short
of addressing the compound issues brought about by technological disruptions,
innovation and changes in the systems’ environment and context in relation to
internal changes of organizational goals and capabilities as well as the system’s
components and its structure.
      </p>
      <p>Longevity as a design concern, on the other hand, must be considered from
the conception phase on, on all levels from the system context to the source
code. It has implications for all levels in all successive phases, including
retirement. Longevity is not meant to replace existing concerns, but connect them.
Correspondingly, an engineering process that integrates longevity will need to
bridge existing processes and concerns on all abstraction levels throughout the
entire system lifecycle. In fact, longevity can be seen as a crucial enabler for
business/IT alignment. Software, as an intermediate logical layer that connects
the organization to the physical technological infrastructure and supports
necessary and innovative business capabilities, should have the capability to keep up
with the organization’s goals in the short- and long-term. Not accommodating
the concern in software systems engineering causes severe business disruptions
since systems do not keep pace with technological evolution and with abrupt
changes in the business environment.</p>
      <p>
        Research Strategies. To achieve the specication of such a process, we
need a solid conceptual model of the relationship between design concerns,
nonfunctional requirements and quality attributes of systems, engineering processes,
artifacts, and process metrics. We thus propose to create a systematic link
between longevity processes, capabilities, and systems quality attributes. We
believe that it is possible to systematically analyze primary enablers and inhibitors
on particular software engineering processes that contribute to longevity of
capabilities, software systems and components. The required perspective is provided
by Enterprise Architecture [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] and Capability Engineering, hence integrating
system lifecycle processes, SE techniques and methods, and concerns such as
non-functional requirements.
      </p>
      <p>
        A primary goal for enterprise architecture is to maintain the alignment
between business and IT in organisations [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ], which makes it a key tool for infusing
longevity capabilities into current SE practices. Based on such a high-level
perspective, it becomes possible to analyse the relation of SE processes to
longevityrelated quality attributes and measurable attributes of software artifacts that can
be collected over time.
      </p>
      <p>Based on a systematic analysis of (1) the high-level perspective of Enterprise
Architecture, (2) the specic systems engineering methods and processes,
process areas, artifacts and metrics for the purpose of engineering capabilities, and
(3) empirical software engineering data, we plan to build a conceptual process
framework for addressing longevity as a fundamental concern from the
conception phase of an Information System’s lifecycle. In the following, we outline some
of the initial key research questions that we believe can lead the way. The
proposed research not only aims at developing systems with the longevity concern
accounted for, but it also aims at assessing and improving existing systems with
respect to their longevity qualities.</p>
      <p>Research Questions. If our goal is to improve the achievement of controlled
levels of longevity, where do we have to start? The following section outlines
a number of research questions, starting at the ultimate goal to improve the
achievement of controlled levels of longevity.</p>
      <p>Dene, estimate, and measure. How can we dene and measure the
needs, values and costs of longevity? How can we estimate the desired life spans
of software systems and their components? How can we position the factors
causing obsolescence and those contributing to maintainability with respect to
the desired longevity of the system and its components?</p>
      <p>Costs, benets, and risks. What are the cost-benet-risk relations of
longevity? What is the value added of increasing the expected longevity of a
given artifact by a certain time span? What are the marginal costs of increasing
the expected longevity of a given artifact by a certain time span? How early in
the development lifecycle can we provide serious estimates?</p>
      <p>Longevity as a design concern. How can we integrate longevity as a
necessary design concern into the IS lifecycle from Conception to Retirement? How
can longevity become a rst-class citizen in Information Systems Engineering?</p>
      <p>Non-functional quality. How does longevity relate to existing quality
attributes of software systems? How do elements of existing quality models
inuence longevity? What are the relationships between certain intrinsic
qualities of software such as modularity, extrinsic properties such as portability, and
longevity as a contextual quality in time? How can we decompose and separate
these qualities to make them manageable? Which aspects have been neglected
so far?</p>
      <p>
        Diagnosis over time. Which artifacts and processes do we need to
diagnose, and which measures should we collect to diagnose them? How do
phenomena such as code decay [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] inhibit longevity? How can we empirically validate
hypotheses about correlations between engineering processes and longevity with
the purpose of improving decision quality in SE? Which long-term empirical
data can be used to evaluate, on a statistical basis, such correlations and causal
relationships?
      </p>
      <p>Architectures and Tradeos . In which way does the introduction of longevity
as a concern restrict the design space of S? At which point in the development
lifecycle is longevity so important that it should take center stage? What is the
impact of longevity as a concern on enterprise architectures? How can this be
assessed and in which kind of viewpoint? How can we create a set of viewpoints
to analyse this impact?</p>
      <p>
        Given a desired set of features derived from longevity as a concern, how can
we prioritize and select these and assess the impact of not implementing subsets
of them? Whose concern should longevity be at which point of the lifecycle?
Given that only a limited number of quality concerns can be feasibly incorporated
into a design at any given point, which other qualities might get displaced at
which point? What are typical trade-o relations? How can we incorporate these
concerns into systematic trade-o analysis methods such as ATAM [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]?
      </p>
      <p>Who should have the responsibility to incorporate longevity as a concern
into information systems engineering processes? What are useful patterns for
addressing longevity?</p>
      <p>Baseline analysis. Which techniques that contribute to information
systems longevity by addressing non-functional quality concerns exist in which
elds? Considering axes such as the Information Systems lifecycle phases and
enterprise abstraction layers shown in Figure 2: Which are the actual dimensions
we need to consider to position longevity and the related concerns? Which
variables do we need to meausre to assess the current state of art of these techniques
towards achieving longevity?</p>
      <p>It becomes clear that in order to develop fundamental concepts for
integrating longevity as a necessary design concern into the IS lifecycle from
Conception to Retirement, an interdisciplinary approach is required that bridges
Enterprise Governance of IT, Software Engineering, Requirements Engineering,
Digital Preservation, Empirical Software Engineering, Systems Engineering,
Information Systems Design, and other disciplines.
4</p>
    </sec>
    <sec id="sec-4">
      <title>Conclusion and Outlook</title>
      <p>Our hypothesis is that longevity is a non-functional quality attribute of
software artifacts, driven by organizational capabilities and socio-technical change
processes. By including the fundamental concerns of longevity into the design
and engineering of systems on the capability level, longevity as a vertical
integrator should be able to relate these development concerns with change on the
organizational level.</p>
      <p>The denition of a longevity engineering approach as a bridge between
isolated perspectives of existing processes will contribute to an increased
independence and independent evolution of capabilities versus their constituent parts.</p>
      <p>This article set out rst elements of a research roadmap towards a
fundamental understanding of the factors contributing to software longevity. It is clear that
this is a challenging eort requiring focused, longer-term research.
Part of this work has been funded by the Vienna Science and Technology Fund
(WWTF) through project ICT12-046 (BenchmarkDP).</p>
    </sec>
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