1. Designing
Interactive
Semantic CMS Community Knowledge-
supported
Ubiquitous
Information
Systems
Lecturer
Organization
Results from the
Date of presentation IKS AmI Case
Co-funded by the
1 Copyright IKS Consortium
European Union
2. Page:
Part I: Foundations
(1) Introduction of Content Foundations of Semantic
(2)
Management Web Technologies
Part II: Semantic Content Part III: Methodologies
Management
Knowledge Interaction Requirements Engineering
(3) (7)
and Presentation for Semantic CMS
(4) Knowledge Representation
and Reasoning
(8)
Designing
Semantic CMS
Semantifying
(5) Semantic Lifting (9) your CMS
Storing and Accessing Designing Interactive
(6) Semantic Data
(10) Ubiquitous IS
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3. Page: 3
What is this Lecture about?
We have introduced ... Part III: Methodologies
... software engineering methods
for semantic CMS as „traditional“ (7) Requirements Engineering
for Semantic CMS
information systems.
Designing
What„s next? (8) Semantic CMS
Methods for the development of
Semantifying
ubiquitous information systems (9) your CMS
need to consider additional
aspects, like characteristics of (10)
Designing Interactive
the physical environment. Ubiquitous IS
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Designing Information Systems
"What developers think makes a good system - it
works, it's technically elegant, and it's easy to use -
is not necessarily what makes people want to use it
Copyright by Nike
- a good fit with their natural incentives and
motivation.“ (Markus & Keil, 1994)
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Designing Information Systems
Design process deals with 3 components (Walls et al., 1992)
(1) Design method - describes procedure(s) for the
construction of the artifact
(2) Kernel theories - from the natural or social sciences
inform the design method, e.g., domain knowledge
(3) Design process hypotheses - as testable results of
design process, e.g., theorems or proofs
“A good design of an information system is not only
concerned with technically issues but also with managerial
ones that affect organizations and their individuals.” (ibid.)
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Principles towards the Design of
Information Systems
P1 IS has to be "linked“ within the real world, e.g., specification
of requirements, use cases and scenarios
P2 Design method has to integrate diverse design steps and
stakeholders
P3 Option of discussions about diverse design proposals, e.g.,
supported by feedback loops
P4 Evaluation of concepts and prototypes
P5 Formalization of system design
P6 Development of functional (rapid) prototypes and their
iteration
P7 Guidance through development process in all design steps
(Markus et al., 2002)
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Principles towards the Design of
Information Systems
P1 IS has to be "linked“ within the real world, e.g., specification
User requirements derived from kernel theories
of requirements, use cases and scenarios
P2 Design method has to integrate diverse design steps and
stakeholders
Methodical development process
P3 Option of discussions about diverse design proposals, e.g.,
supported by feedback loops
P4 Evaluation of concepts and prototypes
Design of System
P5 Formalization of system design
P6 Development of functional (rapid) prototypes and their
iteration Methodical development process
P7 Guidance through development process in all design steps
(Markus et al., 2002)
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Design Method Pattern
5 generalized phases taken from leading design science
approaches
(1) Identification of problem and needs
(2) Design of solution based on scenarios, use cases or
requirements
(3) Development of solution
(4) Evaluation of solution and resulting design
(5) Specification of design theory based on experiences and
results during application of design method
Design of
Identification Solution based Specification
on Scenarios, Development Evaluation of
of Problem of Solution Solution of Design
Use cases,
and Needs Theory
Requirements
etc.
(Hevner et al., 2004; March & Smith, 1995; Pfeffers et al., 2006; Rossi & Sein, 2003; Kuechler & Vaishnavi, 2008)
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Design Method for Interactive
Knowledge-supported Ubiquitous
Information Systems
Requirements:
(1) Focus on social interactions between agents supported by
technical services
(2) Consideration of physical objects
(3) Environments of Ubiquitous Information System (UIS) cannot
be fully specified, i.e. UIS designs should be flexible enough to
cope with a range of unpredictable events and entities.
(4) Flexibility is supported by strongly modularized computing
environments (Yoo 2010)
Situational Design Method for Information Systems
(SiDIS)
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Situational Design Method for
Information Systems (SiDIS)
Methodological approach of SiDIS is based on three
Conceptual Model (CM) types
Abstract from technical issues and focus on aspects of situations in
which users and user groups perform activities supported by
information and communication services (Wand et al., 1995)
Shared understandings and vocabularies between different
stakeholders during design process (Wand et al., 1995; March &
Smith, 1995)
Described by various notations conceptual modeling
language (CML) , e.g., Entity-Relationship (Chen,1976) models;
Unified Modeling Language (UML) etc.
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Towards Explicit Domain Knowledge
Individual System Design,
Conceptual Modeling Conceptual Modeling Implementation, Execution
Translation 1 Translation 2
Implicit Explicit domain Explicit domain knowledge
domain knowledge knowledge expressed by expressed by a formal
a non-formal language language
Languages: natural language, Languages: vocabularies, Languages: OWL-DL, OWL2,
„language of thought‟ thesaurus, class diagrams, OWL-Full, PL1, higher-order PL,
In particular natural OWL Light, UML non-logical mathematical
languages in particular languages
diagrammatic languages in particular symbolic
languages
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Problems with UML (Simons & Graham, 1999)
e.g., Use case diagrams
Supposed to be independent of any formal design conceptual
structures by use cases mislead developers about design structures
Logical faults are introduced; prevent use case model from scaling up
to large systems
Non-logical relationships development of illogical use case models
that have to be completely deconstructed later during design
e.g., Class diagrams
Strength and weakness of UML's class diagram = ability to capture
wide variety of semantic relationships anticipated, but not
interpreted associations between entities in the analysis domain
Richness of representation confuses developer “They are wrestling
simultaneously with analysis and design perspectives, with data
modelling and client-server functional dependency perspectives, all in
the same diagram.”
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Situational Design Method for Information
Systems (SiDIS) – 3 CM Types
(1) Narrative conceptual models of situations
(2) Diagrammatic conceptual models (Pre-Artifacts)
(3) Propositional conceptual models
① ② ③
It‟s Thursday
morning.
Anna get site-
specific weather
information
when she is
brushing her
teeth in the
bathroom.
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Principles towards the Design of
Information Systems SiDIS
Principle Fulfillment of principle by SiDIS
P1 IS has to be "linked“ within the real world, Resulting UIS is linked to real world
e.g., specification of requirements, use cases through creativity workshops and work with
and scenarios
real world situations
P2 Design method has to integrate diverse design Integration of diverse design steps and
steps and stakeholders stakeholders, e.g., domain experts, users
etc.
P3 Option of discussions about diverse design Feedback loops
proposals, e.g., supported by feedback loops
P4 Evaluation of concepts and prototypes Diverse evaluation steps during design
process
P5 Formalization of system design Representation of system design in
formalized way
P6 Development of functional (rapid) prototypes Development of rapid prototypes, i.e.
and their iteration mock-ups
P7 Guidance through development process in all Guidance during all design steps
design www.iks-project.eu
steps Copyright IKS Consortium
according to design method pattern
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Situational Design Method for
Information Systems (SiDIS)
It‟s Thursday morning. Identification of
Anna get site-specific
weather information Problem and
when she is brushing Needs
her teeth in the
Applied in IKS
bathroom.
Design of
Solution based
on Scenarios,
Use cases,
Requirements
etc.
Development of
Solution
Evaluation of
Solution and
Specification of
Design Theory
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SiDIS Task 1: Identification of Problems and
Needs
What is the problem that shall be solved? What is the motivation to
design a solution?
Identification of (business or private) problems and needs
Workshops with domain experts to identify problem that has to be
solved by the intended solution
Outcome: Description of (business or private) problems and/or
needs
Involved stakeholders: Domain experts and computer scientists
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Application of SiDIS Task 1 in IKS
Workshops with Duravit (manufacturer of high-end
bathroom furniture)
Direct user interaction with contents in the bathroom
Merging physical world of furniture with digital world of contents
No “small windows
to the digital world“
Holistic product
design
USP compared to
competitors
Copyright by Duravit
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Situational Design Method for
Information Systems (SiDIS)
It‟s Thursday morning. Identification of
Anna get site-specific
weather information Problem and
Applied in IKS
when she is brushing Needs
her teeth in the
bathroom.
Design of
Solution based
on Scenarios,
Use cases,
Requirements
etc.
Development of
Solution
Evaluation of
Solution and
Specification of
Design Theory
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SiDIS Task 2: Derivation of situations
(narrative CMs)
Imagine, the intended solution would be already available: How
would it be used in everyday life?
Specification of usage situations in the domain of interest
according to problems and needs defined together with domain
experts
Situations are textual descriptions of different entities -objects,
roles, information, environments, services etc. – performing
particular activities and interacting with each other
Outcome: Specification of usage situations in form of narratives
Involved stakeholders: Domain experts and computer scientists
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What is a Situation?
„(1) The way in which something is positioned vis-à-
vis its surroundings. (2) The place in which
something is situated; a location. (3) Position or
status with regard to conditions and circumstances.
(4) The combination of circumstances at a given
moment; a state of affairs. […]“ (Wiktionary)
“(1) Manner in which an object is placed;
location, esp. as related to something
else; position; locality site; as, a house in a
pleasant situation. (2) Position, as regards
the conditions and circumstances of the
case. (3) Relative position; circumstances;
temporary state or relation at a moment of
action which excites interest, as of
persons in a dramatic scene. […]
(Webster's Revised Unabridged
Dictionary) (Century Dictionary Online)
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What are Narratives?
“I have just returned from a visit to my landlord — the
solitary neighbour that I shall be troubled with. […]”
(Wuthering Heights, Emily Brontë)
“[…] To-day we shall not meet. Yesterday, when we said
good-bye, the clouds began gathering over the sky and
a mist rose. I said that to-morrow it would be a bad day;
she made no answer, she did not want to speak against
her wishes; for her that day was bright and clear, not
one cloud should obscure her happiness.[…]”
(White Nights, Fjodor Dostojewski)
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Application of SiDIS Task 2 in IKS
Creativity workshop with Duravit
Part A: Generation of ideas via Brainwriting Pool method
Development of situations together step by step
Selection of situations via Spot method 12 resulting situations
Part B: Application of situations in real bathroom
environment
Specification of thematical scopes, e.g., emotion,
personalization; information types and forms, physical devices
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Application of SiDIS Task 2 in IKS
Example situation:
Retrieval of site-
specific weather
information as well
as free-time event
suggestions
according to
weather forecast.
Synchronization
with calendar.
green: IT; red: information; yellow:
realization of information
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Application of SiDIS Task 2 in IKS
Derivation of narrative CMs based on situations
Narrative 1
Anna gets site-specific weather information when she is brushing her
teeth in the bathroom. Based on weather information and her
calendar, free-time event suggestions are given, e.g. "Today, 8 p.m. -
Miss Marple Night at CinemaOne. Do you want to order tickets?”
How to write a narrative within SiDIS?
Focus on entities of situation (actors, roles, information,
environments) and interactions between them
Instance level not type level
No technical or implementatory aspects
Understandable for everyone
Short and sweet
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Situational Design Method for
Information Systems (SiDIS)
It‟s Thursday morning. Identification of
Anna get site-specific
weather information Problem and
Applied in IKS
when she is brushing Needs
her teeth in the
bathroom.
Design of
Solution based
on Scenarios,
Use cases,
Requirements
etc.
Development of
Solution
Evaluation of
Solution and
Specification of
Design Theory
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SiDIS Task 3: Derivation of diagrammatic CMs
How to represent narratives in a structured, diagrammatic
form?
Translation of narrative CMs into semi-formal, diagrammatic
CMs
Highlighting essential elements of each narrative
Outcome: Representation of narrative CMs in form of semi-
formal diagrammatic CMs
Involved stakeholders: Knowledge engineers and
computer scientists
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Generic Model of Conceptual Modeling
Useful conceptual modeling approaches “should enable both
mappings without loss of information” [Wand et al. 1995].
The distinction between CMs and design models for information
systems gets blurred if CMs can be executed [Wand et al. 1995]
based on formal ontologies [Evermann 2009].
IS Domain Consistency, syntactic, and
Ontology O Ontology D semantic interoperability are
major obstacles for working
CM (D , L O )
α α α, α with different CMLs [Booch &
Conceptual
Modeling
CM(D, L, O) Rambaugh 1999], e.g.,
CM (D , L O )
γ Υ Υ, Υ
Rational Unified Process
(RUP) provides 159 key
Conceptual
resulting artifacts that are
Modeling
Method M
Modeling created and used during the
Language L
software development
process [Kruchten 2003].
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SiDIS Task 3: Diagrammatic CMs
Pre-Artifacts
Information System composition of Information Sphere, Social
System, Service System (Lamb & Kling, 2003; Lechner & Schmid,
2001; Orlikowski & Barley, 2001)
UIS additional fourth level: Physical Object System (Abstract
Information System Model (AISM), Maass & Janzen, 2011)
Pre-Artifacts conceive usage situations by highlighting
requirements on social structures, information objects, physical
objects and services of the UIS
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SiDIS Task 3: Pre-Artifact Patterns
P1: Role P2: Service takes P3: Service uses Information
Interaction Role Object
Information
Information Role
Object
Object
receivedBy P7: Role creates
usedIn takesRole
Information Object
Role r-interacts Role Internal Service
Interface Service Information
Interface Service Object
or
supportsAction
creates
Interface Service P5: Role uses Information Role
Object
supportsAction
takesRole
Information
Object
P6: Role uses Service
Interface Service
P4: Service receivedBy
Information
Interaction Object
Role
Information
creates
Object supportsAction
uses
usedIn Role
Internal Service
Internal Service s-interacts Internal Service supportsAction
uses
Interface Service
or Interface Service
or Interface Service or
Internal Service
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SiDIS Task 3: Exemplary Pattern
RoleInteraction
P1: Role Interaction P1: Role Interaction
Information
Object Question
usedIn
usedIn
Role r-interacts Role
Boss r-interacts Dogbert
supportsAction
supportsAction
Interface Service
Hotline Service
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SiDIS Task 3: Construction of Pre-Artifacts in 5
Steps
Step 1: Definition of Information Objects (IO) in Infosphere
Step 2: Definition of user-system or user-user interactions related to IO
Step 3: Definition of Roles taken by Services
Step 4: Definition of supporting Internal Services
Step 5: Definition of user initiative
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Application of SiDIS Task 3 in IKS
Empirical study (n=46) to validate 12 narratives 7
relevant narrative CMs
Derivation of 17 Pre-Artifacts that represent narratives
in a diagrammatic form
In case of high complexity of narrative multiple Pre-Artifacts
are generated to avoid overloading of diagrammatic structure
Library of diagrammatic conceptual models
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Application of SiDIS Task 3 in IKS: Exemplary
Translation of Narrative CM into Pre-Artifact
It's Thursday morning. I get site-specific weather information when I am
brushing my teeth in the bathroom. Based on weather information and my
calendar, free-time event suggestions are given, e.g. "Today, 8 p.m. - Miss
Marple Night at CinemaOne. Do you want to order tickets?”
Copyright by Duravit
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SiDIS Task 3: Construction of Pre-Artifacts Step 1
Step 1: Definition of Information Objects in Infosphere
All information objects that occur in a narrative are defined as
Information Objects (IO) in the Infosphere.
Why? Information Objects are subjects of any later interaction!
Description of goal, i.e. intention of user in situation
Note always take the perspective of the user when modeling!
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SiDIS Task 3: Construction of Pre-Artifacts Step 2
Step 2: Definition of user-system or user-user interactions
related to Information Objects.
interactions between users or user and system related to newly
generated information objects have to be defined
interactions take place between Roles in the Social System
exclusively
Interactions between user and system are always supported by
a service of the Service System (defined later in Step 3)
Application of Role Interaction pattern
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SiDIS Task 3: Construction of Pre-Artifacts Step 3
Step 3: Definition of Roles taken by Services
interface service has to be defined that takes a role for
creating the new information object that will be used in the
interaction
service has to take a role in the interaction
Option (1) service is linked to a role that was already
defined in step 2 or option (2) it adds a new role
Application of RoleCreatesInformationObject and
ServiceTakesRole pattern
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SiDIS Task 3: Construction of Pre-Artifacts Step 4
Step 4: Definition of supporting Internal Services
To create new information objects, generic information
sources are needed interface service that supports the
creation of a new IO needs access to these sources
Internal Services for all remaining information objects in
the Infosphere have to be specified
Interaction between services regarding information objects
is realized by applying the Service Interaction and
ServiceUsesInformationObject pattern
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SiDIS Task 3: Construction of Pre-Artifacts Step 5
Step 5: Definition of user initiative
If a user role initiates an interaction with the system
situation is modeled by using the Role uses Service or
Role uses Information Object pattern
role uses a service to create or receive an information
object, for instance, the user wants to leave a message for
another user
action is indirectly supported by a service
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Literature on SiDIS
Maass, W. & Janzen, S.: Pattern-Based Approach for Designing
with Diagrammatic and Propositional Conceptual Models, 6th
International Conference on Design Science Research in
Information Systems and Technology, DESRIST 2011, Milwaukee,
Wisconsin, USA, 2011.
Janzen, S., Kowatsch, T. & Maass, W.: A Methodology for Content-
Centered Design of Ambient Environments, DESRIST 2010: Global
Perspectives on Design Science Research, St. Gallen,
Switzerland, 2010.
Maass, W. & Varshney, W.: A Framework for Smart Healthcare
Situations and Smart Drugs. SIG-Health Pre-AMCIS Workshop at
the 15th Americas Conference on Information Systems (AMCIS
2009). San Francisco, USA.
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Further Publications
Walls, J.G., Widmeyer, G.R., Sawy, O.E.: Building an information system design theory for vigilant eis. Information
Systems Research 3(1) (1992) 36-59
Markus, M.L., Keil, M.: If we build it, they will come: Designing information systems that people want to use. Sloan
Management Review 35 (1994) 11-25
Markus, L.M., Majchrzak, A., Gasser, L.: A design theory for systems that support emergent knowledge processes. MIS
Quarterly 26(3) (2002) 179-212
Pries-Heje, J., Baskerville, R.: The design theory nexus. MIS Quarterly 32(4) (January 2008) 731-755
Hevner, A.R., March, S.T., Park, J., Ram, S.: Design science in information systems research. MIS Quarterly 28(1) (2004)
75-105
March, S.T., Smith, G.F.: Design and natural science research on information technology. Decis. Support Syst. 15(4)
(1995) 251-266
Pfeffers, K., Tuunanen, T., Gengler, C.E., Rossi, M., Hui, W., Virtanen, V.e.a.: The design science research process: A
model for producing and presenting information systems research. In: Proceedings of the First International Conference on
Design Science Research in Information Systems and Technology (DESRIST 2006), Claremont, CA, USA (2006) 83106
Rossi, M., Sein, M.K.: Design research workshop: A proactive research approach. (2003)
Kuechler, W.L.J., Vaishnavi, V.K.: An expert system for dynamic re-coordination of distributed workows. Expert Syst. Appl.
34(1) (2008) 551-563
Ross, P., Keyson, D.V.: The case of sculpting atmospheres: towards design principles for expressive tangible interaction in
control of ambient systems. Personal Ubiquitous Comput. 11(2) (2007) 69-79
Le Rouge, C.M., Niederman, F.: Information systems and health care xi: Public health knowledge management
architecture design: A case study. Communications of the Association for Information Systems 18 (2006)
Schmidt, A., Terrenghi, L., Holleis, P.: Methods and guidelines for the design and development of domestic ubiquitous
computing applications. Pervasive Mob. Comput. 3(6) (2007) 721-738
www.iks-project.eu Copyright IKS Consortium
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Further Publications (cont.)
Perrone, V., Bolchini, D., Paolini, P.: A stakeholders centered approach for conceptual modeling of communication-intensive
applications. In: SIGDOC '05: Proceedings of the 23rd annual international conference on Design of communication, New York, NY,
USA, ACM (2005) 25-33
Strömberg, H., Pirttila, V., Ikonen, V.: Interactive scenarios|building ubiquitous computing concepts in the spirit of participatory design.
Personal Ubiquitous Comput. 8(3-4) (2004) 200-207
Mackay, W.E.: The interactive thread: exploring methods for multi-disciplinary design. In: DIS '04: Proceedings of the 5th conference on
Designing interactive systems, New York, NY, USA, ACM (2004) 103-112
Maiden, N., Manning, S., Robertson, S., Greenwood, J.: Integrating creativity workshops into structured requirements processes. In:
DIS '04: Proceedings of the 5th conference on Designing interactive systems, New York, NY, USA, ACM (2004) 113-122
Buur, J., Jensen, M.V., Djajadiningrat, T.: Hands-only scenarios and video action walls: novel methods for tangible user interaction
design. In: DIS '04: Proceedings of the 5th conference on Designing interactive systems, New York, NY, USA, ACM (2004) 185-192
Chung, E.S., Hong, J.I., Lin, J., Prabaker, M.K., Landay, J.A., Liu, A.L.: Development and evaluation of emerging design patterns for
ubiquitous computing. In: DIS '04: Proceedings of the 5th conference on Designing interactive systems, New York, NY, USA, ACM
(2004) 233-242
Aaen, I.: Essence: Facilitating agile innovation. In: XP. (2008) 1-10
Alexander, C.: The timeless way of building. Oxford University Press, New York (1979)
Clark, P., Thompson, J., Porter, B.: Knowledge patterns. In: In Proc. of KR-2000, Morgan Kaufmann (2000) 591-600
Gangemi, A.: Ontology design patterns for semantic web content. In: Proceedings of the Fourth International Semantic Web
Conference, Springer (2005) 262-276
Y. Yoo, Computing in Everyday Life: A Call for Research on Experiential Computing, Mis Quart, 34(2) (2010) 213-231.
P. Chen, The Entity-Relationship Model--Toward a Unified View of Data, ACM Transactions on Database Systems, 1(1) (1976) 9-36.
Davis, F.D. (1989). Perceived Usefulness, Perceived Ease of Use, and User Acceptance of Information Technology. MIS Quarterly,
13(3), 319-339.
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