DOCUMENT ENGINEERING FOR E-BUSINESS

University of California, Berkeley
Information Systems 290-4

Dr. Robert J. Glushko

School of Information Management & Systems

Spring 2003: Monday & Wednesday, 12:30-2 pm, 202 South Hall

TOPICAL OUTLINE

(version 1.17 last modified 25 April 2003)

READING ASSIGNMENTS

COURSE TEXTBOOKS

• Harold, E. R. & Means, W. S. XML in a Nutshell (2nd Edition). O'Reilly, 2002.
• Hackos, J. Content Management for Dynamic Web Delivery. Wiley, 2002.
• Glushko, R., McGrath, T., & Hayes, B. Document Engineering. Draft manuscript, 2003.

1 - January 22: Introduction to Document Engineering

Required Readings:

• Glushko, McGrath, & Hayes. Document Engineering. Introduction to Document Engineering.    LOCAL COPY
• Integrating America. CIO, December 1, 2002. http://www.cio.com/archive/120102/america.html
• Burgert. Accelerating RosettaNet. E-Commerce World, November 1, 2001. LOCAL COPY

2 - January 27: XML Syntax; Document Type Definitions

Required Readings:

• Harold & Means. XML in a Nutshell (2nd Edition). Chapter 2 (12-26), Chapter 3 (27-52).

3 - January 29: XML Schema Languages & XSD

Required Readings:

• Harold & Means. XML in a Nutshell (2nd Edition). Chapter 4 (60-71), Chapter 16 (254-276).   

4 - February 3: XML Styles and Transformations

Required Readings:

• Harold & Means. XML in a Nutshell (2nd Edition). Chapter 6 (100-101), Chapter 7 (102-106), Chapter 8 (136-148), Chapter 9 (154-166).

5 - February 5: Business Patterns and Reuse

Required Readings:

• Glushko, McGrath, & Hayes. Document Engineering. Patterns in Business.    LOCAL COPY
• Hackos. Content Management for Dynamic Web Delivery. Chapter 1 (20-30).
• Line56. E-business Ecosystem. October 2001. http://www.line56.com/articles/ebiz_ecosys_index.asp      LOCAL COPY

Recommended Readings:

• Federal Enterprise Architecture Program Management Office. The Business Reference Model Version 1.0, (especially 1-8, 16-31). http://www.feapmo.gov/resources/fea_brm_release_document_rev_1.pdf

6 - February 10: Supply and Demain Chains, Marketplaces, and Auctions (Part 1)

Required Readings:

• Federal Trade Commission. Entering the 21st Century: Competition Policy in the World of B2B Electronic Marketplaces.
  • Part 1: Overview of B2B Electronic Marketplaces. http://www.ftc.gov/os/2000/10/part1.pdf
  • Part 2: Efficiencies of B2B Electronic Marketplaces. http://www.ftc.gov/os/2000/10/part2.pdf
• Helper & MacDuffie. The Evolution of B2B: Lessons from the Auto Industry. Knowledge@Wharton, Nov-Dec 2001. http://knowledge.wharton.upenn.edu/articles.cfm?catid=14&articleid=466&homepage=yes

Recommended Readings:

• Line56. Extended Supply Chain. November 2001. http://www.line56.com/articles/ebiz_ecosys_index.asp       LOCAL COPY
• Line56. Intelligent Demand Chain. December 2001. http://www.line56.com/articles/ebiz_ecosys_index.asp      LOCAL COPY

7 - February 12: Supply and Demain Chains, Marketplaces, and Auctions (Part 2)

• Kraemer, Dedrick, & Yamahiro. Refining and Extending the Business Model with Information Technology: Dell Computer Corporation. The Information Society, 16, (5-21, skim after 14). http://www.slis.indiana.edu/TIS/abstracts/ab16-1/kraemer.html       LOCAL COPY
• Koch. It All Began With Drayer. CIO, August 1, 2002. http://www.cio.com/archive/080102/drayer.html
• Penn State Center for Supply Chain Research. The Bullwhip Effect in Supply Chains. (2-page summary of Lee, Padmanabhan, & Whang. Sloan Management Review, Spring 1997, 93-102). LOCAL COPY
• Supply-Chain Council. Supply-Chain Operations Reference-model: Overview of SCOR Version 5.0, 2001. http://www.supply-chain.org/slides/SCOR5.0OverviewBooklet.pdf

8 - February 19: Legacy Technology and Patterns in EDI and ERP

Required Readings:

• Garguilo & Markovitz. Guidelines for the Evaluation of Electronic Data Interchange Products. Introduction and EDI Tutorial, pages 1-10. NIST Publication 500-231, January 1996.       LOCAL COPY
• Edwards. I'm Not Dead Yet. Line56, May 2001. http://www.line56.com/articles/default.asp?NewsID=2563
• Marti. SAP and the Online Procurement Market. Stanford University Graduate School of Business, Case # EC-5, March 2000. [skim or skip 7-8 ("The Online Procurement Opportunity") and everything after page 11 (starting with "Ariba Inc. Overview")]. http://www.gsb.stanford.edu/cebc/pdfs/C_EC_005_case.pdf       LOCAL COPY

Recommended Readings:

• How to Become a Harley-Davidson EDI Trading Partner. https://www.h-dsn.com/foundation/content/pdf/howto.pdf

9 - February 24: Co-evolution of Business Models and Enabling Technologies

Required Readings:

• Downes & Mui. Unleashing the Killer App. Chapter 2, The New Economics. http://www.killer-apps.com/Contents/booktour/tour_chapter_2_the_new_economics.htm
• Downes.The Strategy Machine. Chapter 4, The Information Supply Chain. LOCAL COPY

10 - February 26: The Web Services Vision

Required Readings:

• eCo Architecture for Electronic Commerce Interoperability. Chapter 1 (Introduction) & Chapter 2 (eCo Architecture). http://eco.commerce.net/specs/index.cfm       LOCAL COPY
• Kreger. Web Services Conceptual Architecture (WSCA 1.0). May 2001. (1-21). http://www-4.ibm.com/software/solutions/webservices/pdf/WSCA.pdf

Recommended Readings:

• Glushko. The Plug-and-Play Economy. http://www.manufacturing.net/pur/index.asp?layout=articleWebzine&articleid=CA139717

11 - March 3: The Interoperability Challenge and XML Vocabularies

Required Readings:

• Glushko. XML Standards and Specifications for Interoperable E-commerce. LOCAL COPY
• Hackos. Content Management for Dynamic Web Delivery. Chapter 3 (118-120).
• XML Common Business Library. http://www.xcbl.org/about.html
• UBL: The Next Step for Global E-Commerce. http://oasis-open.org/committees/ubl/msc/200204/ubl.pdf

Recommended Readings:

• XML.ORG Registry. http://www.xml.org/xml/registry.jsp (Explore a little to appreciate the diversity of XML specifications)

12 - March 5: XML Standards Organizations and Processes

Required Readings:

• UBL and XML Industry Standards. http://oasis-open.org/committees/ubl/lsc/200206/industry.pdf
• World Wide Web Consortium Extensible Markup Language (XML) Activity Statement. http://www.w3.org/XML/Activity
• OASIS Technical Work Overview. http://www.oasis-open.org/committees
• ebXML.http://www.ebxml.org

Try this for an easier to understand overview:

• Mertz. Understanding ebXML. http://www-106.ibm.com/developerworks/xml/library/x-ebxml/index.html

13 - March 10: Foundations for Modeling

Required Readings:

• Glushko, McGrath, & Hayes. Document Engineering. Modeling and Methodology Overview. LOCAL COPY
• Scott. "UML Basics." http://www.iconixsw.com/UMLzone.html (Powerpoint presentation) (key concepts are: class diagrams, relationships, adornment, packages, behavioral diagrams, interaction diagrams, activity diagrams) LOCAL COPY (download this zip file)

14 - March 12: Assessing Capabilities and Gathering Requirements

Required Readings:

• Wiegers. Usable Requirements: Habits of Effective Analysts. Software Development, October 2000. http://www.sdmagazine.com/documents/s=739/sdm0010c    LOCAL COPY
• Hackos. Content Management for Dynamic Web Delivery. Chapter 2 (51-65), Chapter 4 (151-156), Appendix A.

15 - March 17: Business Process Analysis

Required Readings:

• Federal Enterprise Architecture Program Management Office. The Business Reference Model Version 1.0, (especially 1-8, 16-31). http://www.feapmo.gov/resources/fea_brm_release_document_rev_1.pdf [THIS WAS A RECOMMENDED READING FOR FEBRUARY 5]
• Clark & Hayes (Eds.) Business Process and Business Information Analysis Overview v1.0 http://www.ebxml.org/specs/bpOVER.pdf (Sections 7-8, pages 15-27) (from ebXML Initiative)

16 - March 19: Business Process Modeling

Required Readings:

• RosettaNet PIP Business Domain View: Catalog of Clusters
• RosettaNet PIP 3A4: Request Purchase Order (word document, DTDs, annotated hierarchical structure view in zip file)    LOCAL COPY
• ebXML Business Process Analysis Worksheets & Guidelines. Read Section 5 (Objectives), Section 6 (Worksheet Based Analysis Overview, pages 10-11, lines 242-269), Appendix A Porter Value Chain, and for the various worksheet sections (7 through 12) read the goals and familiarize yourself with the types of worksheets.     LOCAL COPY

17 - April 2 (rescheduled from March 31): Document Analysis and Data Modeling (Part 1)

18 - April 2: Document Analysis and Data Modeling (Part 2)

Required Readings:

• Glushko & McGrath Patterns and Reuse in Document Engineering. (stop when you get to "Organizing Patterns to Facilitate Reuse")      LOCAL COPY
• Glushko, Weaver, Coonan, & Lincoln. "Hypertext Engineering": Practical Methods for Creating a Compact Disc Encyclopedia. ACM Conference on Document Processing Systems, 1988, pages 11-19 (but skip "The Compendium on Compact Disc" and "Implementation Issues" on pages 13-15) .       LOCAL COPY
• Garvey, Gratacos, Klemperer-Johnson, & Leon. COURSE Project Final Report, Document Engineering and Web Services Foundations for E-Berkeley, Fall 2002, (stop when you get to "Document Modeling")      LOCAL COPY
• Hackos. Content Management for Dynamic Web Delivery, pages 108-111,161-176

19 - April 7: Document Schema Design and Assembly (Part 1)

Required Readings:

• Garvey, Gratacos, Klemperer-Johnson, & Leon. COURSE Project Final Report, Document Engineering and Web Services Foundations for E-Berkeley, Fall 2002, "Document Modeling"      LOCAL COPY
• Hackos. Content Management for Dynamic Web Delivery, pages 199-213

20 - April 9: Document Schema Design and Assembly (Part 2)

Required Readings:

• Hackos. Content Management for Dynamic Web Delivery, pages 215-231, 308-313.
• Smith, Garvey, & Glushko. Developing XML Vocabularies for Web Services     LOCAL COPY

21 - April 14: Encoding Document Models as XML Schemas

Required Readings:

• Maler. Schema Design Rules for UBL...and Maybe for You . IDEAlliance XML 2002 Conference, December 2002. http://www.idealliance.org/papers/xml02/dx_xml02/papers/05-01-02/05-01-02.pdf
• Garvey, Gratacos, Klemperer-Johnson, & Leon. COURSE Project Final Report, Document Engineering and Web Services Foundations for E-Berkeley, Fall 2002, "Implementing the Model"      LOCAL COPY

Recommended Readings:

• Gregory & Gutentag. XSD Type Derivation and the UBL Context Mechanism. IDEAlliance XML 2002 Conference, December 2002. http://www.idealliance.org/papers/xml02/dx_xml02/papers/05-05-06/05-05-06.html

22 - April 16: Encoding Business Process Models as XML Schemas

Required Readings:

• ebXML Business Process Specification Schema, May 2001. (Sections 6.1-6.8 [lines 463-1611]) LOCAL COPY

23 - April 21: Architectural Patterns and Industry Frameworks

Required Readings:

• Do. MyBoeingFleet.com XML Applications and Web Services. IDEAlliance XML 2002 Conference, December 2002. LOCAL COPY
• Terris. Re-use, Re-purpose, Re-package: A General Engine Products, Inc. Case Study. IDEAlliance XML 2001 Conference, December 2001. LOCAL COPY

24 - April 23: Content Management (Part 1)

Required Readings:

• Hackos. Content Management for Dynamic Web Delivery. Chapter 9, Developing a Single-Source Strategy.
• Makeig, J. Haas Week Online: A Case Study. Berkeley Computing and Communications, Spring 2003.

25 - April 28: Content Management (Part 2)

Required Readings:

• Hackos. Content Management for Dynamic Web Delivery. Chapter 2, pages 76-93, Defining a Content Management Repository.
• McKenna. Managing Multiple XML Schemas in the UK's Inland Revenue. IDEAlliance XML 2002 Conference, December 2002. http://www.idealliance.org/papers/xml02/dx_xml02/papers/05-02-05/05-02-05.html

26 - April 30: Review of Assignment 5 and Modeling

Required Readings:

• No New Readings Are Assigned
• If you haven't read these readings carefully (assigned on April 7 and 9) please review them:
  • Garvey, Gratacos, Klemperer-Johnson, & Leon. COURSE Project Final Report, Document Engineering and Web Services Foundations for E-Berkeley, Fall 2002, "Implementing the Model"      LOCAL COPY
  • Smith, Garvey, & Glushko. Developing XML Vocabularies for Web Services     LOCAL COPY

27 - May 5: Legacy Data Conversion and Integration

Required Readings:

• Linthicum. B2B Application Integration. Chapter 1 (8-30). http://www.awl.com/cseng/titles/0-201-70936-8/ch1.pdf       LOCAL COPY
• Stonebraker & Hellerstein. Content Integration for E-Business. ACM SIGMOD 2001, 552-560.       LOCAL COPY
• Edwards. Doing it with Meaning. CIO, August 15, 2002. http://www.cio.com/archive/081502/et_article.html

Recommended Readings:

• Contivo. Introducing Enterprise Integration Modeling. http://www.contivo.com/about/EIM_whitepaper.pdf      LOCAL COPY

28 - May 7: Management and Strategy Issues (Part 1)

Required Readings:

• Glushko, McGrath, & Hayes. Document Engineering. Management and Strategy.
• O'Sullivan & Whitecar. Implementing an Industry e-Business Initiative: Getting to RosettaNet. Intel Technology Journal, 1st Quarter 2000. http://developer.intel.com/technology/itj/q12000/articles/art_4.htm

29 - May 12: Course Wrap-Up

Required Readings:

• Hackos. Content Management for Dynamic Web Delivery. Chapter 2 (36-47), Chapter 12.
• Buxbaum. On a Clear Day You Can See Your Supply Chain. Line56, January 2001. http://www.line56.com/articles/default.asp?NewsID=1986
• Burgert. Accelerating RosettaNet. E-Commerce World, November 1, 2001. LOCAL COPY