Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
A dissertation presented
by
Mary Tom
Bsc(Eng), Grad. Dip(Comp Eng), Master of Computing(Research)
to
The Discipline of Information Systems
in fulfillment of the requirements
for the degree of
Doctor of Philosophy
Keywords
Home Automation, Technology Roadmap, Family System, Scenario Technique, Home Information Management, Home Information Service, eHome, UbiHoPe, Ubiquitous Intelligence,
Strategic Planning, Family Process, Family Life Cycle.
iii
Mary Tom
Supervisor: Assoc. Professor Joaquin Sitte
Abstract
Home Automation (HA) has emerged as a prominent field for researchers and investors confronting the challenge of penetrating the average home user market with products
and services emerging from technology based vision. In spite of many technology contributions, there is a latent demand for affordable and pragmatic assistive technologies for
pro-active handling of complex lifestyle related problems faced by home users. This study
has pioneered to develop an Initial Technology Roadmap for HA (ITRHA) that formulates
a need based vision of 10-15 years, identifying market, product and technology investment
opportunities, focusing on those aspects of HA contributing to efficient management of
home and personal life. The concept of Family Life Cycle is developed to understand the
temporal needs of family. In order to formally describe a coherent set of family processes,
their relationships, and interaction with external elements, a reference model named Family System is established that identifies External Entities, 7 major Family Processes, and 7
subsystems-Finance, Meals, Health, Education, Career, Housing, and Socialisation. Analysis of these subsystems reveals Soft, Hard and Hybrid processes. Rectifying the lack of
formal methods for eliciting future user requirements and reassessing evolving market needs,
this study has developed a novel method called Requirement Elicitation of Future Users by
Systems Scenario (REFUSS), integrating process modelling, and scenario technique within
the framework of roadmapping. The REFUSS is used to systematically derive process automation needs relating the process knowledge to future user characteristics identified from
scenarios created to visualise different futures with richly detailed information on lifestyle
trends thus enabling learning about the future requirements.
Revealing an addressable market size estimate of billions of dollars per annum this
research has developed innovative ideas on software based products including Document
Management Systems facilitating automated collection, easy retrieval of all documents, Information Management System automating information services and Ubiquitous Intelligent
System empowering the highly mobile home users with ambient intelligence. Other product
iv
Abstract
ideas include robotic devices of versatile Kitchen Hand and Cleaner Arm that can be time
saving. Materialisation of these products require technology investment initiating further
research in areas of data extraction, and information integration as well as manipulation and
perception, sensor actuator system, tactile sensing, odour detection, and robotic controller.
This study recommends new policies on electronic data delivery from service providers as
well as new standards on XML based document structure and format.
Contents
Title Page . . . . . . . . . . . . .
Keywords . . . . . . . . . . . . .
Abstract . . . . . . . . . . . . . .
Table of Contents . . . . . . . . .
List of Figures . . . . . . . . . .
List of Tables . . . . . . . . . . .
Citations to Previously Published
Statement of Original Authorship
Acknowledgments . . . . . . . . .
Dedication . . . . . . . . . . . . .
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i
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1 Introduction
1.1 Motivation . . . . . . . . . . . . . . . . . .
1.1.1 Factors Setting Lifestyle Trends . . .
Social Factors . . . . . . . . . . . . .
Economical Factors . . . . . . . . . .
Environmental and Political Factors
Technological Factors . . . . . . . .
1.1.2 Lifestyle Related Problems . . . . .
1.2 Problem Definition . . . . . . . . . . . . . .
1.3 Research Objective . . . . . . . . . . . . . .
1.4 Approach . . . . . . . . . . . . . . . . . . .
1.5 Contributions . . . . . . . . . . . . . . . . .
1.6 Thesis Structure . . . . . . . . . . . . . . .
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2 Literature Review
2.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2 Three Distinct Visions On Home Automation . . . . . . . . . . .
2.2.1 Computerised Home and Kitchen . . . . . . . . . . . . . .
2.2.2 Intelligent Home with Intelligent Appliances . . . . . .
2.2.3 Interactive Home . . . . . . . . . . . . . . . . . . . . . .
2.2.4 Outcome of Earlier Visions . . . . . . . . . . . . . . . . .
2.3 Current State of Home Automation and Review of Developments
2.3.1 Recent Developments . . . . . . . . . . . . . . . . . . . .
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Contents
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3 Research Method
3.1 Research Methodology . . . . .
3.1.1 Data Collection . . . . .
3.1.2 Analysis . . . . . . . . .
3.1.3 Reliability and Validity
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Contents
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3.2
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Contents
4.4
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4.6
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Contents
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5.6
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Contents
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7.2.2
7.2.3
7.3
7.4
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7.6
7.7
Electromechanical Devices . . . . . . . . . . . . . . . . . . . . . . . .
Robotic Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Kitchen Hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Robotic Cleaner Arm . . . . . . . . . . . . . . . . . . . . . . . . . .
7.2.4 Performance Requirements . . . . . . . . . . . . . . . . . . . . . . .
Technology Needs and Current Technology Limitations for Development of
Software Based Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.3.1 Technology Needs . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Electronic Document Management . . . . . . . . . . . . . . . . . . .
Data Extraction . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Information Integration . . . . . . . . . . . . . . . . . . . . . . . . .
7.3.2 Limitations of Current Technology . . . . . . . . . . . . . . . . . . .
Problems with Current Data Extraction Methods . . . . . . . . . . .
Problems with Information Integration . . . . . . . . . . . . . . . . .
Technology Needs and Limitations For Development of Robotic Devices . .
7.4.1 Technology Needs . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Perception . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adaptability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.4.2 Adaptive Robotic Controller . . . . . . . . . . . . . . . . . . . . . .
7.4.3 Task Specific Algorithms . . . . . . . . . . . . . . . . . . . . . . . .
7.4.4 Current Technology Limitations for Developing Kitchen Hand . . . .
Implementation Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.5.1 Design and development using existing technology . . . . . . . . . .
Development of Robotic Devices . . . . . . . . . . . . . . . . . . . .
7.5.2 Research and investment in new technology . . . . . . . . . . . . . .
Technology Investment for Software based Products . . . . . . . . .
Technology Investment for Robotic devices . . . . . . . . . . . . . .
7.5.3 Development and implementation of policies . . . . . . . . . . . . . .
Availability and Accessibility . . . . . . . . . . . . . . . . . . . . . .
7.5.4 Development and implementation of standards . . . . . . . . . . . .
Roadmap Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 Conclusion
8.1 Contributions . . . . . . .
8.2 Validity . . . . . . . . . .
8.3 Strengths of Contributions
8.4 Extensions . . . . . . . . .
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B Abbreviations
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Contents
xii
C Definitions
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C.1 Definitions From Chapter 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
C.2 Definitions From Chapter 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
C.3 Definitions From Chapter 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
References
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List of Figures
2.1
2.2
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in Each
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List of Tables
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Acknowledgments
I am pleased to express my sincere gratitude to Associate Professor Joaquin Sitte
for his guidance, valuable comments, and encouragement. I take this opportunity to thank
Dr. Yue Xu for her valuable comments and assistance.
xvii
xviii
Chapter 1
Introduction
A roadmap becomes the inventory of possibilities for a particular field, thus stimulating more targeted investigations (Galvin, 2004).
Home Automation (HA) has emerged as a prominent field for researchers and
investors. Nevertheless, many products and services offered by HA are yet to reach the
average home user. In many cases technology push has overshadowed sound evaluation of
actual user needs. This has led to many unsuccessful ventures and project failures (Wacks,
2001). Review of past developments reveals that the HA Industry needs well-founded user
requirement analysis, a clearly defined scope and a long-term goal in order to exploit the
large market potential. It is essential for the HA Industry to formulate strategic plans based
on the big picture of family home life and realistic user needs.
The HA industry requires a technology roadmap for formulating industry level
strategic plans with needs-based futuristic vision. The aim of this study is to address the
above mentioned problems faced by the HA industry by developing an Initial Technology
Roadmap for Home Automation (ITRHA). This can be used to identify market needs, innovative product ideas to align with market needs, technology needs for product development
and technology investment opportunities. A systemic approach has not been followed in
the past developments in HA; due to this reason a full system view is unavailable. This
research aims to formulate a theoretical foundation by developing a reference model named
Family System for defining the scope and boundaries of the roadmap, and a formal method
for future user requirement elicitation. These objectives are discussed in detail in Section
1.3.
The home remains a key component in shaping human lifestyle at the start of
1
Chapter 1: Introduction
the second millennium. Blessed by technology, homes are facilitated with clean lighting,
smoke-free and ashless kitchens, telephones to communicate with someone anywhere in the
globe, and seamless water supply. While standardisation of electric power supply in the
early twentieth century enabled these facilities, the industrial revolution and shortage of
labour force for household work prompted automation of labour intensive tasks such as
washing clothes, and dishwashing.
Continued progress in integrated circuit technology and advancements in microprocessor systems initiated ideas on inter-connectivity and remote control of appliances in
the late 1980s. During the first half of the 1990s, the advent of broadband enabling high
speed data communication, and PCs with Internet facility generated great expectations on
the possible use of Information and Communications Technology (ICT) at home. These
developments created a vision of homes having remote controlled appliances and services
of virtual reality games, video-on-demand, and interactive advertising. Following this vision, the main focus of Home Automation (HA) has been home networking and automatic
and/or remote control of home appliances. As a result of this, the scope of the recent past
developments in the HA industry has been mainly limited to four areas:
Building environmental control Heating, Ventilation, Air Conditioning (HVAC)
Security and lighting
Home Networking
Entertainment
A Google search for the term Home Network yields a result of 5,540,000 sites
revealing the proliferation of effort in home networking and related technologies. The driving
force of technology is not sufficient to develop products with desirable features that meet
or stimulate consumer demand. Tangible and intangible benefits that can be obtained by
interconnection and remote control of existing home appliances are not appealing to average
home users, considering the comparatively high costs involved.
As the current focus of HA fails to obtain a sustainable market, what can be the
focus of HA? Residential buildings are reasonably facilitated, with many technology applications providing convenience to home users. There is a proliferation of electromechanical
devices automating individual tasks such as grinding, blending, coffee making, mixing, mincing, pepper cracking, hair drying, massaging and so on. From this point of view, it seems
Chapter 1: Introduction
HA has reached saturation by achieving full potential. Or, is the HA industry short of
innovative ideas and futuristic vision? Under these circumstances it is worth spending time
and effort to create a new perspective by exploring opportunities for new directions.
1.1
Motivation
This research is motivated by the need for a strategic plan, based on realistic user
requirement analysis, that can be followed by the HA industry for technology investment in
product development. There should be an applicable and simple method that is formally
correct to elicit future user requirements. As the strategic planning is for a long term, there
should be a method for reviewing and updating the formulated plan to adjust for temporal
variations.
It is inevitable to view HA in the context of lifestyle followed by contemporary
families. The complexity of family life has increased due to lifestyle and environmental
changes. There are a number of factors that play a major role in setting new lifestyle
trends, thus creating added complexity to everyday life.
1.1.1
social, economic, environmental, and technological. These are discussed in the following
sections.
Social Factors
During the past quarter of a century, there have been substantial changes in some
social aspects; these changes have highly impacted on contemporary lifestyles. A selection
of these prominent factors is briefly discussed below with supporting statistical data. This
study mainly refers to statistical data from three countries, Australia, US and UK, for
reasons of easy accessibility and availability of reliable data.
Dual Income Families
More than 57 per cent of all Australian families with children aged below 15 years
have both parents working (Australian Bureau of Statistics, 2003), while in UK this
figure is 68 per cent (Walling, 2005). In US dual income families with children under
Chapter 1: Introduction
18 years exceeds 62 per cent of all American families (U.S. Bureau of Labor Statistics,
2008). During the 10 years prior to 2004 there was an 8 per cent increase in dual
income families in U.K (Walling, 2005). In US the number of working women is
expected to increase by 10.9 per cent between 2004 and 2014 (National Committee
on Pay Equity, 2006).
Women in Professional Occupations
The participation of women in professional occupations such as engineers, pharmacists, lawyers, and technical writers increased by more than 10 per cent in the last
two decades in US (National Committee on Pay Equity, 2006). In 2005, 73 per cent
of working women had white collar jobs in US while 56.3 per cent of workforce in the
occupational category is held by women. A 21.2 per cent increase in participation
of women in professional occupations is expected from 2004 to 2014 (National Committee on Pay Equity, 2006). There was an 8 per cent increase in women working
in professional occupations in Australia between 1987 and 2004 while there was a
decrease in the percentage of women undertaking less skilled occupations (Australian
Bureau of Statistics, 2006c).
Employed Single Parent Families and Aging Population
Another trend setting social factor is the participation of single parents in paid employment. There was a 12 per cent increase in employment of single parents in UK
during the 10 years leading to 2004 (Walling, 2005).
From the various census data it is found that US has around 60 million people over 60
years old and in the UK this figure is 12 million (Bureau of Labor Statistics, 2008b;
Office for National Statistics, 2008). The percentage of dual income families and aging
population is forecasted to be gradually increasing for the next few decades.
Economical Factors
Managing household finance has become a complex and critical task requiring
strategic planning, periodic reviews, careful budgeting and proper accounting. A number
of factors contributing to the complexity are listed below:
Easily available credit facility
Chapter 1: Introduction
Chapter 1: Introduction
decades these service providers have progressively moved from information management
systems through enterprise systems to knowledge management systems. The households
are yet to use an information management system other than amateur attempts at creating
customised databases or spreadsheets.
Advanced information and communication facilities such as cell phones, pagers,
PDAs (Personal Digital Assistants), wireless Internet access devices, as well as traditional
phones have removed the physical boundary between family life and work. These facilities
have enabled an environment where work can occur anywhere at any time. Under these
circumstances it is essential to differentiate the specific needs of the family home user
from any householder. Following office automation, there is an increase in the quantity
and volume of data received by families from external sources without a corresponding
increase in the capacity to process this information in the home. Electronic data belonging
to home users are stored, accumulated and used for planning and marketing purposes by
various government agencies and commercial service providers. Reports produced from
accumulated data on aspects such as health, finance, and education are either inaccessible
or expensive for a home user to use for planning and decision support.
1.1.2
sional occupations sets many changes in lifestyle. These include the disappearance of a
full-time housewife role, less time for household work, and increased involvement of women
in purchase decisions. The lifestyle followed by contemporary families impacts upon many
aspects of daily lives. A selection of these aspects is discussed below.
Food Habits and Diet-Related Problems
Following a well-balanced diet suitable to all members of a family needs considerable
effort and time. As the percentage of working couples increases, the tendency to depend on fast foods and other short cuts is increasing. These options are comparatively
expensive and lead to an imbalanced diet. In 2001, the average US adult spent 42 per
cent of total food expenditure on food away from home. It has been found that fast
food consumption is associated with a diet high in energy and energy density, and low
in essential micronutrient density (Bowman & Vinyard, 2004). More than one billion
of the world population are overweight, with 300 million being clinically obese (World
Chapter 1: Introduction
Health Organization, 2007). While an estimated 180 billion is required to treat and
prevent diabetes and its complications world wide during the year 2007, 3040 per
cent of the cases are diet related.
Financial Problems
Highly fluctuating market trends, various borrowing facilities, easily available credit
facilities, and evolving job opportunities make financial decisions critical. The data
published as per the 2004 Survey of Consumer Finances reveal that 75 per cent of
US families have some form of debt; the mortgage debt has increased by 54 per cent
from year 2000 and bankruptcy rate increased by an average of 2.8 per cent per year
between 2000 and 2006 (North Dakota State Data Center, 2007). The household debt
of US households rose to 96 per cent of total disposable personal income. Households
used 14 per cent of their income on paying off consumer debt and mortgage debt. In
2002 there were over 1.5 million bankruptcy filings from non-business or consumers
in US (Jickling, 2003).
Increased Stress
The findings of an ethnography study on the lifestyle followed by dual income families
establish that working parents need to manage their time and activities in a very
structured routine. Minor variations to this routine can be stressful and disappointing
(M. K. Lee, Davidoff, Zimmerman, & Dey, 2006). Many times the working parents
feel that they are lacking a sense of control over their own lives and they are forced
to compromise the quality of their tasks.
Lack of Time
Dual income families and employed single parent families are confronted with less time
to manage matters related to their household, and childrens education. In Australia
the average weekly working hours for men increased by 1.9 hours per week and for
women increased by 1.7 hours between 1985 and 2005 (Australian Bureau of Statistics,
2006b). Women spent an average 2.7 hours per day on household activities and men
spent 2.1 hours per day. Out of this 0.67 hours per day are spent on household
management (Bureau of Labor Statistics, 2008a). Following such a busy routine
makes finding quality family time or leisure time difficult.
Chapter 1: Introduction
Quality of Life
The above listed factors indicate that the lifestyle changes experienced by householders
during the last two decades cause added dynamism, complexity and compromise of
the desired quality of life. A workshop conducted on quality of life concluded that
the domains of life influencing quality of life are intimate relations, health, emotional
well being, financial and material circumstances, productive activity, safety, and place
in the community (Weston, 1999). Most of the lifestyle changes are due to external
factors that are out of the householders control; however they are forced to manage
their lives within these constraints.
In view of the above, this research has established that HA industry needs a Technology Roadmap to formulate a needs-based vision of typically 1015 years that can identify
market, market needs, products, and technology investment opportunities. A model based
analysis can provide theoretically founded formal method to elicit user requirements. User
requirements are influenced by a large number of factors. Scenarios provide a framework
to build conceivable futures that can be used to learn future variations to home user requirements. Systematic integration of the system model and scenarios creates a generalised
method that is reusable. Even though integration of scenario technique with roadmapping
is not widely practiced, this novel method is more effective to create the futuristic vision
and alternative paths to reach that vision, with a causality for future review.
1.2
Problem Definition
In terms of HA industry and its users, the previous sections reveal two interesting
sides of the current state of affairs. Primarily, the HA industry is engaged in developments
that are not boosting enough market demand. Secondly, there is a potential market with
latent demand for technology solutions that are affordable and pragmatic.
The HA industry is faced with some unique and difficult situations as briefly discussed earlier. There are some deeper issues and underlying problems causing this situation
and its unwanted consequences. The major problem is that the industry lacks formal methods to systematically derive the market needs to exploit the available market potential.
This problem is intensified by the wide range of products based on many technology areas
and with a very diverse user base. The industry has been working around these problems by
Chapter 1: Introduction
using trial and error methods to develop and market new products following a technology
based vision.
The market consists of home users having very diverse characteristics demographically, socially, culturally and economically. Researchers using user-involved methods to
derive user needs have achieved very limited results exposing only a partial image of the
whole picture. The diversity, uniqueness and distinctive nature of home users disallow a
group think and collective request or demand originating from the users. Traditionally,
users actively involve in user requirement analysis where the product/service to be developed is an essential component for the primary activity of the users. In this case, the home
users see home as a resting place to relax; this is not the place of primary activity. This
excludes people who use their homes for business purposes or operate from a home office.
However, home users are confronted with many lifestyle related problems that are difficult
to handle without technology assistance, resulting in a latent demand. Simultaneously, the
users generally lack enough technical knowledge or insight to understand what they are
missing.
The above mentioned artifacts illustrate two divergent entities the industry and
the market who cannot benefit each other by following the current practices. The first
requirement is a formal method that can be used by the HA industry to identify realistic
market needs. The home users needs vary, the variations being dependent on a large set
of changing environmental factors. A new product development may require technology
investment thus demanding long-term planning. Therefore, the next important problem
to solve is to account for the variations in home user needs in a realistic manner with a
futuristic view that can enable strategic planning. HA industry is a conglomerate of many
partners, and therefore a global perspective is required.
The problems discussed above highlight the issues confronted by the HA industry
to succeed by catering to the market needs. The purpose of this thesis is to develop a technology roadmap with well-defined methods to identify market needs and future variations.
This is achieved by answering the questions raised below.
1. What are the market segments and potential market size?
2. What methods can be used by the industry to derive market needs in a reliable way?
3. How can we use the technology to assist home users to reduce the impact of lifestyle
Chapter 1: Introduction
10
1.3
Research Objective
The facts listed above establish that the HA industry is in need of a Technology
Roadmap that can guide technology investments leading to products and services that can
address some of the problems identified in Section 1.1. Therefore this study has chosen
the development of a technology roadmap as a means of finding answers to the questions
raised in Section 1.2. The aim of this thesis is to produce an Initial Technology Roadmap
for Home Automation (ITRHA) that can uncover future market needs, derive products and
services to meet the market needs, identify technology investment need for the product
development, and stimulate further work in research and development.
Technology roadmaps have been used in several industries to guide the development of technology. The most significant is the International Technology Roadmap for
Semiconductors (Allan et al., 2002). Technology Roadmapping is needs-based strategic
planning to identify market needs, technology gaps and to leverage technology investments
with a long-term vision of typically 10 to 15 years (Bray & Garcia, 2004; Kostoff & Schaller,
2001). Roadmaps communicate visions, attract resources from business and government,
stimulate investigations, and monitor progress (Galvin, 1998). A full discussion on technology roadmapping is provided in Section 2.6 of this thesis.
Identification of future market needs is the primary step in roadmapping; this remains one of the major problems faced by the HA industry. Therefore, it is required to
establish a theoretical foundation and develop a formalised method for future user requirement elicitation. An applicable method has to be within a high level framework that can
abstract the diversity of user characteristics. This method should be simple enough for
industry partners to apply correctly.
Chapter 1: Introduction
11
1.4
Approach
The approach used to resolve the questions raised in Section 1.2 and achieve the
Chapter 1: Introduction
12
Chapter 1: Introduction
13
Chapter 1: Introduction
1.5
14
Contributions
The major contribution from this study is the Initial Technology Roadmap for
Home Automation (ITRHA) developed as part of this work. There are many benefits for an
industry or organisation from a technology roadmap. The Home Automation (HA) industry
lacks a technology roadmap; an internet search using the key words Home automation
roadmap produces a mere 6 results that are not related to a roadmap.
ITRHA consists of a number of newly developed concepts, models, methods, scenarios, addressable market size estimates, innovative ideas of products and services, policy
guidelines and an implementation plan for materialising the product ideas. The roadmap
provides information on market needs, potential market segments, requirement of new technical standards, and technology investment opportunities. This work expands the scope of
the HA industry and outlines a plausible vision to pursue. The roadmap developed can be
used as a reference document for further refinement and implementation.
Contributions of this study include:
1. An Integrated Method
A new formal method for roadmapping is developed by systematically integrating
roadmapping with scenario technique.
2. Family Life Cycle
The concept of family life cycle developed can be used to identify market segments
based on user needs.
3. Family System Reference Model
The Family System reference model is used to establish a theoretical foundation for
developments in HA by defining context, scope, and boundaries, and providing a full
system view encompassing all aspects of home life. The seven subsystems and the
processes within each of the subsystems identified reveal the amount information processing involved and the importance of home information management, and segregates
labour intensive tasks. This reference model exposes the interaction of a family with
external sources, thus exposing the communication needs and volume of information
used. The identified processes are very generic and are essentially required in daily life
of any family and or individual, thus applicable in wider context irrespective of demo-
Chapter 1: Introduction
15
graphic and cultural differences. The Family System remedies the lack of a systemic
view in HA.
4. Requirement Elicitation for Future Users by Systems Scenarios (REFUSS)
A new method is developed that can be used to systematically and formally relate
information about a system and its processes to user specific information derived from
current and future lifestyles. This new method rectifies the lack of applicable formal
methods to identify future market needs in HA.
5. Scenarios
Three scenarios are created based on the information from the analysis of a large
number of factors influencing home user lifestyle. The scenarios not only reveal future
lifestyle trends, they provide a framework for periodic monitoring, review and reassessment of lifestyle trends to understand home user needs.
6. UbiHoPe and eHome
A conceptual framework is developed depicting the architecture, components and functionalities of a potential system that can automate information management services
identified within Family System. The UbiHoPe reveals requirement of components,
data, policies and standards for realising the vision. The eHome model is used to
identify the technical components required for a system supporting home information
management services.
7. Innovative Ideas of Products and Product Areas
This research has generated original product ideas for the robotic devices, Kitchen
Hand and Cleaner Arm. This research has identified a new products and services area
of Home Information Management. Within this area a number of software based product concepts are developed. These include Electronic Document Management System,
Ubiquitous Intelligent System for Home and Personal Life Management with add on
modules for managing Diet, Finance, Health, Education, Housing and Transport. This
study has also suggested the concept of a Home Information Service Provider (HISP)
for managing information services of home users.
8. A New Perspective
Chapter 1: Introduction
16
A new perspective for HA is created by considering the Big Picture of family life,
widening the scope of HA from building related facilities and task level automation.
This study motivates the need to re-focus developments in HA to meet the requirements of busy families taking into account the mobile and dynamic nature of families.
This study has formulated a new direction for HA developments by shifting to needsbased vision.
1.6
Thesis Structure
This thesis is organised into eight chapters that logically build from the litera-
ture and deliver new concepts and models. The Chapters 47 forms part of the ITRHA
document.
Chapter 2 depicts the current state of the industry as well as reviews the past
developments leading to the present state. This chapter discusses the developments that
have occurred in HA by following three distinct technology based visions. Detailed study of
past developments reveals that HA is an area that is highly influenced by technology push
rather than by user demand.
The literature review in Chapter 2 also gives insight to the lack of products with
attractive features to meet the otherwise lucrative market. This study also discusses the
reasons for many project failures and the existing proliferation of research and development
efforts in home networking. This establishes that technology push alone is not enough to
achieve substantial market, thus emphasizing the need for a balance between technology
push and market pull.
Chapter 2 also provides a detailed discussion on roadmapping and scenario technique. Technology Roadmapping is mostly used in industries and it is slowly migrating to
universities. This section describes the origins of roadmapping, explains the generic steps of
roadmapping process, classifies the roadmapping and discusses the assessment of roadmapping. This section also provides information on existing tools to support the roadmapping
process. Scenario technique is discussed here and the section highlights the advantage of
integrating roadmapping with scenario technique as a more effective novel method.
The last section of Chapter 2 presents a brief overview of intelligence, ubiquitous
computing, and context derivation as these concepts are applied in Chapter 6.
Chapter 3 provides an overview of various types of research methods and identifies
Chapter 1: Introduction
17
the qualitative method applied in this study that follows a mixed method approach. This
chapter discusses the research design and implementation followed in this study leading to
the development of the ITRHA. This chapter explains the customised steps of roadmapping integrating system modelling and scenario technique. This chapter discusses process modelling techniques used for developing the system model. The development of Impact/Predictability matrix to rank the influence factors and the use of scenario matrix to
create scenarios are described in this chapter.
Section 3.3.3 presents the scenario technique used to develop insight into future
home user lifestyle. The future user needs for process automation are formally worked out
using the method of REFUSS described in Section 3.3.3.
Chapters 4 and 5 are the core of this thesis. Chapter 4 details the concept of
Family Life Cycle, presents the Family System reference model, and the subsystems within
the the Family System, and includes detailed analysis of subsystems within Family System
and an elaborate analysis of Meals Subsystem. Sections 4.1 and 4.2 provide definition of
terms.
Chapter 5 presents the development of the new method REFUSS, and also demonstrates the application of REFUSS to derive the process automation needs. This chapter describes the scenario development, identifies factors influencing contemporary home lifestyle,
discusses impact/predicatiblity matrix that ranks the influence factors, and presents the
three scenarios depicting plausible future lifestyle of home users.
Based on the processes identified and the process automation needs derived in previous chapters, Chapter 6 identifies a list of home information management related services.
This chapter presents the conceptual framework of UbiHoPe with eHome that depicts the
architectural components and system requirements for the automation of identified Soft
Processes.
Chapter 7 is a concise presentation of the roadmap design discussing the target
market, potential products and technology needs. Roadmap matrices are presented here
that provide a graphical representation of the target market, potential products and technology development along a time line. Section 7.3 provides a detailed discussion on technology
needs, thus exposing opportunities for further research and development to leverage technology investment. Section 7.5 discusses an incremental development plan that can be followed
for progressively transforming the product ideas into practical products and services. Policy
requirements are discussed in Section 7.5.3 and potential standards required for envisaged
Chapter 1: Introduction
18
Chapter 2
Literature Review
2.1
Overview
Developments in Home Automation have been greatly influenced by advancements
20
Entertainment
Three technology based visions, namely Computerised Home, Intelligent Home
and Interactive Home, have influenced HA(Spicer, 2000; Skrzypczak, 1987; Garrett, 1990;
Wells, 1995). In this study the author conducts a review of past developments following
these visions and finds that there have been many project failures and unsuccessful product
developments.
This chapter analyses the technology based visions of the past and the outcome
of those visions. The chapter also provides a home user perspective revealing contemporary lifestyle and related problems. Based on the evaluation of these outcomes, this study
recommends the necessity for a user needs-based vision following a holistic approach. This
chapter also establishes the need for a technology roadmap that can guide the HA industry
in developing products and services meeting market needs and strategic planning for technology investment. As the goal of this thesis is to develop an initial technology roadmap
for HA, this chapter provides a detailed discussion on technology roadmapping and brief
overview of scenarios.
In this chapter Section 2.2 presents three historically interesting visions, developments following these visions and the outcomes of these developments. Section 2.3.2
discusses some of the project failures in the past, then Section 2.3.3 conducts a review of
the project failures and reveals underlying causes for the project failures. Section 2.3.1
depicts the products available at present and the current research and development activities. This section also discusses the popularity and issues involved in the use of home PCs.
This section concludes by suggesting the appropriateness of formulating an industry level
Technology Roadmap for HA and lists the various reasons to support the necessity of user
needs-based vision.
Section 2.6.1 provides a brief history of the origin and development of technology
roadmapping. Section 2.6.2 describes the current practices of roadmapping process. This
section also reveals the problems in applying the presently practiced roadmapping process in Home Automation. Section 2.6.3 provides a classification of technology roadmaps.
A discussion on the benefits of roadmapping and the problems associated with current
roadmapping process is provided in Section 2.6.4. The author points out the need for integrating roadmapping and scenarios. Section 2.6.5 describes the procedure for scenario
technique.
21
2.2
tinguishable visions in the history of Home Automation during the last four decades. These
technology based visions have led to further developments creating products and services
both successful and unsuccessful. Continued advances in ICT created new expectations and
some of the products based on earlier visions became obsolete.
2.2.1
Home Operator or ECHO IV that computerised many household tasks. ECHO IV was a
home automation system assembled using a large number of electronic parts (Spicer, 2000).
By 1968 Sutherland extended the system to store recipes, prepare shopping lists, keep track
of family inventory, maintain home temperature, turn appliances on and off, predict the
weather and act as a message center for family members to leave messages for each other.
2.2.2
22
2.2.3
Interactive Home
During the first half of the 1990s, the advent of broadband allowing high speed data
communication, and PCs with Internet facility, generated great expectations on the possible
use of ICT at home. This was followed by predictions on the availability of services such
as virtual reality games, play-along games, video-on-demand (VoD), tele-shopping, interactive advertising and services (Wells, 1995). Video-on-Demand provides the user complete
control over the session presentation, facilitating the user with full-function VCR (virtual
VCR) capabilities including forward and reverse play, freeze, and random positioning. The
possible deployment of FSN (Full Service Network) led to predictions on availability of
video-conferencing services and high-resolution networked games. The FSN has the capacity to provide telephone services, Cable TV and two-way broadband data communications.
2.2.4
23
cations network (Wacks, 2002a). The Consumer Electronics Association has been engaged
in developing a series of standards for networking devices within the home for the last two
decades (Williams, 2004).
Many communication standards and protocols had been developed for structured
wiring using twisted pair, coaxial cable, or Power Line Carrier. These include Home Bus
System (HBS) in Japan, European Home Systems (EHS), BatiBus in France, EIB (European Installation Bus), and HomePNA (Home Phone Network Alliance). CEBus and
LonTalk are protocols enabling interconnection of devices networked using any medium,
including power lines, twisted pair, radio frequency (RF), infrared (IR), coaxial cable and
fiber optics. These protocols facilitated central/remote controlled HVAC systems, sensor
controlled lighting and centralised security systems. Other protocols developed include D2B
in Holland and Home Audio/Video Interoperability (HAVi) to facilitate easy connection of
different make Audio/Video equipment in a home Audio/Video Network (Gran & Scheller,
2000).
Towards the end of 1990 the protocols and communication standards developed
for structured wiring became outdated by the unpredicted developments in Wireless Communication. IEEE 802.11 is a family of standards for wireless communication originally
designed for enterprise networking, extended for home users, and 802.11b is marketed as
Wi-Fi. Blue-tooth facilitates short-range networking of computers, mobile phones, and
portable hand-held devices (Shepherd, 2001), and HiperLAN is the wireless standard for
LAN (Local Area Network).
HES is a family of international standards for HA systems. Each appliance incorporating a Universal Interface (UI) connects to the Home Network through a Network
Access Unit (NAU) and the UI and NAU communicates using a protocol specified by the
HES (Wacks, 2001). HES has developed an international standard named HomeGate specifying translation between Wide Area Network (WAN) and Home Area Network (HAN)
communication protocols for Home Network to connect to external networks. The working
group, consisting of thirty national member bodies, is continuing the work it commenced
in 1986 to finalise international standards for the residential gateway, application interoperability and Broadband home network. The aim of HES is to standardise hardware and
software specifications, enabling manufacturers to offer compatible products for connection
to a variety of home automation networks. The Versatile Home Network (VHN) is an international standard, offered by the Consumer Electronics Association, which defines a home
24
network (called the Backbone Network) that supports communication of control signals as
well as streaming data for audio/video (A/V).
HAN is a specialized form of Local Area Network (LAN) that emerged as a result of
HA systems. An open HAN five layer protocol conforming to Open System Interconnection
is being developed for HAN to improve ease of use, reduce cost and improve inter-operability
(Ye, Ji, & Yang, 2004).
Configuration of devices in a Home Network required expertise and the user interface with few lines of text display made the task even more difficult. As the Internet became
popular by the mid-1990s, some companies created specifications for home networks based
on TCP/IP and other private consortia developed specifications for data communications
over existing telephone wiring. JINI was developed by Sun Microsystems in 1999 to enable
easy inter-operability of devices plugged in a home network without additional installation
procedures. These developments improved the configuration facility and user interface by
enabling control and monitoring of appliances using a PC.
Security becomes a requirement when remote control facilities are provided to appliances by connecting Home Network to the external Wide Area Network (WAN). The
proposal for the Home Automation Authentication Protocol (HAAP) contributed towards
the security requirements of a Networked Home using HA communication protocols, for
example CEBus (Leong & Vun, 1998). HAAP uses industrial-strength SPEKE public-key
exchange for session key generation with MD5 message digest and IDEA block cipher encryption. A proposal for new mobile-agent based control system architecture for home
automation is also for enabling remote control of appliances (Q. Wu, Wang, & Lin, 2001).
This is a three-layer architecture consisting of enterprise headquarter (EH), regional management centers (RMC) for each region, and home service gateways (HSG). The purpose
of this control system is for internet-based distributed control of home appliances using
software agents that can move from node to node of the network.
Application of ICT in home health front has been envisaged for Home Automation as part of the vision of Intelligent Home. Automatic monitoring of health parameters
without disrupting daily activities is a new concept for maintaining good health at reduced
cost. Envisaged future technologies may include a device mimicking a mosquito for automatic blood sampling and artificial nose for detecting smell (Togawa, 1998).
2.3
25
trends in HA. It is interesting to analyse the results of the three distinct visions on HA
described in Section 2.2, namely the Computerised Home, the Intelligent Home and the
Interactive Home. Evaluation of success and failures of these developments and identification of reasons for such an outcome can be a valuable reference for researchers and
investors.
2.3.1
Recent Developments
Intelligent or Smart Home ideas have been applied to produce a number of prod-
ucts such as remote controlled air-conditioning equipment, sensor controlled lighting and
centralised security systems. Other interesting products struggling to acquire a market share
include the Internet Microwave Oven, the Internet Washing Machine, and the Internet Air
Conditioner in Singapore (Umun, 2003).
Developments in Personal Computer have taken a big leap, transforming the work
station equipment to a full fledged multimedia centre with built-in DVD players, MP3 players, Webcams, and USB ports to connect to digital still cameras, IEEE 1394 (FireWire)
to connect to digital video camera (Teger & Waks, 2002). High volume and high speed data
communication facilities are available at affordable rates to home users. FSN is available
to Home Users and other facilities such as VoD.
Research and development activities with the same goal of remote monitoring and
control of Home Appliances are still continuing. An XML based format, the Device Message Protocol (DMP), developed to send control, query, event subscription and notification
messages using HTTP, serves the purpose of communicating with networked devices within
home from a Web Browser (Khurana, Dutta, Gurung, & Schulzrinne, 2004). A Java-based
home automation system uses an embedded system board integrated into a PC-based server
for monitoring and control of home appliances via the Internet (Al-Ali & Al-Rousan, 2004).
In another proposal a Residential Gateway consisting of an embedded microcontroller is used
to obtain access to home devices remotely via Internet (Kuo, Salcic, & Madawala, 2003).
Data mining techniques are applied in developing the Episode Discovery (ED) algorithm
26
which mines the event history of device usage at home to detect patterns. These patterns
are then analysed for periodic usage detection and this is further used for automating device
control (Heierman & Cook, 2003).
Home networking and the remote monitoring and control of appliances and devices
still remain the focus of many recent studies on Home Automation as evidenced by the
following research efforts.
Network traffic scheduling: this work proposes a traffic scheduling scheme for obtaining optimal parameters regarding IEEE 802.15.4 low rate wireless personal area
network protocol (Kim, Song, & Lee, 2007)
A home automation system is reported where communication technologies of GSM
(Global System for Mobile Communication), Internet, and speech recognition have
been used for real-time monitoring and remote control of home devices (Yuksekkaya,
Kayalar, Tosun, Ozcan, & Alkar, 2006).
A home automation module is developed that can handle network communication
using TCP/IP, eliminating dedicated home server, and incorporates remote control
and monitoring software.
In another study Service-Oriented Smart-Home Architecture is proposed, based on
Open Services Gateway Initiative (OSGi) and mobile-agent (MA) technology for control and augmentation of interaction devices (C.-L. Wu, Liao, & Fu, 2007).
The above mentioned research efforts reveal the limited scope of the recent past
developments; these developments also establish that home networking remains the main
focus of HA. It is also worth mentioning that from the users point of view the applicability
and usability remains the same except different technologies are used. Even though home
networking remains the focus of research and development efforts, there is no evidence of
user demand as the motivation behind these efforts.
2.3.2
Project Failures
The Kitchen Computer was a total failure, with no sales, because of its high price
and, most importantly, its difficult user interface. The Kitchen Computer had very limited
features compared to the many desirable features incorporated in ECHO IV. Nonetheless,
27
it could be considered as a great achievement for the technology available at that time.
Towards the end of the 1990s, after more than a decade spent on their development, it
is found that many of the above mentioned standardisation attempts in communication
ended up in failure. By 1998 it is reported that EHS (European Home Systems) funded by
ESPRIT projects started declining. SMART HOUSE spent about $100 million creating a
proprietary design for the new home market. The partnership failed before they completed
less than 100 installations (Wacks, 2001). The HES initiated by IEC and ISO in 1986 has
been continuing its developments fifteen years later in 2001 (Wacks, 2002b).
In February 1999 Electrolux exhibited a prototype of screenfridge at the international trade show Domotechnica in Cologne, Germany. The screenfridge had a display
screen and it facilitated e-mail, video-mail, internet connection, news and radio, and recipes
for food stored in the fridge, a bar code reader so a shopping list can be administered to order grocery items over the internet and it has connection to home security cameras (Spicer,
2000). There was not enough market response for this prototype to be taken into full
development and production. Recent enquiries found that the Internet Fridge from LG
Electronics is not picking up sales in Australia to any reasonable level.
The development of wireless communication technology and the availability of
wireless devices at affordable prices with simple interfaces enables home users to interconnect
appliances without using structured wiring. Internet based communication protocols are
developed that can be used for monitoring and controlling appliances using a PC. These
unexpected developments make the communication protocols and specifications developed
for interconnection of appliances using structured wiring largely irrelevant.
2.3.3
the growth of the Home Automation Industry is greatly influenced by technological advancements and visions based on possible applications of technology. These technological
advancements include developments in integrated circuit technology leading to cheap microprocessor systems, PCs with Internet facilities and Broadband communication facilities
allowing high speed data communication. Another important fact to notice is the identification of communication standards enabling inter-connectivity of appliances as the major
technical issue to be considered for implementing home automation. Analysis provided in
28
Section 2.2.4 and developments reported in 2.3.1 reveal that the main focus of HA has been
an integrated home network enabling interconnection of lighting, heating, security, entertainment devices and other appliances, thus facilitating automatic and/or remote control
of home appliances.
The earlier visions have been based only on the possibilities of what technology
could do rather than on the real needs of users and the resources available for home users in
terms of time and money. The above findings show that certain aspects of the HA Industry
have not picked up momentum as envisaged in the late 1980s and that the major driving
force of technology is not sufficient to produce innovative products and effective consumer
demand. It is a fact that the market still lacks products with attractive features.
Fundamentally, operational and economic feasibility studies are essential in addition to technical feasibility for a major project selection. Incremental re-assessment of user
requirements and other environmental factors can be used to establish any amendments
required to the original project development plan. For example, as the wireless communications technology matures, structured wiring and related technologies for Home Networking
become obsolete. Another example is the Internet Fridge; this was an exciting vision at a
time when Internet facility was not available with PCs, compared to the current situation
of PCs with flat screen monitors, TVs and multimedia available at one-sixth the price of
an Internet Fridge. It is therefore essential to set the main project focused on the ultimate goal of realistic user needs rather than on techniques. As with any major project,
well-formulated user requirement analysis and cost-benefit analysis are central to success.
Home users are price sensitive (Green, Gyi, Kalawsky, & Atkins, 2004; McPherson, 1996; Venkatesh, 1996). This is evident from the failure in selling Kitchen computer,
Screen Fridge and the popularity of Home Networking below expectation. Take the
example of the Internet Fridge, which costs approximately eleven times the price of a conventional refrigerator. PCs are available with the Internet connection facilities at very
affordable prices. The Internet-connected appliances enable the user to upgrade software
and the vendors to conduct remote software fault detection and correction. These are not
essential features that can be justified for the extra cost. Products and services need to be
made available to users at affordable and reasonable prices to succeed in the market.
Home user purchases are influenced by pragmatism (Green et al., 2004; McPherson, 1996). Taking the case of the Internet Fridge again, this fridge lacks some of the basic
functionality envisaged, such as a family calendar, and personalised news, as these facilities
29
require user specific input. The conventional refrigerator is an almost maintenance free,
longer life span appliance, compared to the fast evolving and high maintenance electronics
and software required in an Internet Fridge. With the fridge door being frequently opened
and closed, the ergonomics of having the display screen on the door is also debatable. Very
low to nil market penetration of the remote controlled appliances such as Internet Microwave
Oven, and the Internet Washing Machine are again examples of lack of pragmatism. These
appliances require manual loading. In many cases a Microwave Oven requires intermittent
attention for desired results and also not advisable to be operated in an unattended house
due to fire safety concerns. The other factors influencing home user purchases are simplicity, reliability, low maintenance, and availability of heterogeneous functions per appliance
(Green et al., 2004).
Some of the above mentioned applications have obtained certain market share.
Services and products for leisure and entertainment are one active sector of HA, but at
the same time there is an over supply of technical innovation to this area compared to
percentage of demand and use.
2.4
use of information and communication technologies at home as well as to explore opportunities for development of technology for use in the domestic environment. Findings of such
studies are analysed in this section.
2.4.1
various statistical studies conducted in 2006 show that 72 per cent of all Australian households owned a computer (Australian Bureau of Statistics, 2007b). Evaluation of marketing
perspectives used by industries for sales of Information Technology and Home PCs reveals
that interactive technologies are advertised in publications such as HomePC and FamilyPC
as boosting techniques for family relationships (McPherson, 1996). The study of these advertising and marketing trends reflects that there is a desire for stable family relationships
and a sense of belonging. This leads to an environment where new technologies have to
coexist with old social forms.
30
Industries market Personal Computers and associated software specifically designed for office use under the name of Home PC. It is well known that present day PCs
are designed for office use (Kahn, 1997). In the office environment, the user is continually present in the near vicinity of the PC and almost continuously uses it. In a home
environment the users time is highly fragmented into shorter time slices among different
tasks. There is incomplete domestication of PCs into the household. Desktop User Interfaces, designed for single user, do not facilitate simultaneous parent child interaction with
PC (Venkatesh, 1996). Other factors should also be taken into consideration, such as the
highly distractive environment at home, the very high maintenance requirement of PCs in
terms of both software and hardware upgrades, and the short life span of PCs compared to
other home appliances. It is appropriate in the home environment, to be possible to access
a PC from anywhere in the house using for example a remote controller, rather than always
needing to go to the keyboard.
2.4.2
31
32
configuration and upgrading of software. E-shopping is only getting moderate interests due
to a number of reasons including:
security
lack of opportunity for physical examination of products
Customers are highly attracted to the overall convenience promised by the Smart
Home Technologies and these include facility for remote environmental control, and added
security. Medium-level interest has been observed for Local Area Network (LAN) and
integration of all information and communication devices where as low-level interest has
been expressed in Internet fridge and intelligent robots. Also it is found that customers are
not comfortable about being totally out of control of the environment. More importantly
it is essential to pay more attention to the everyday needs of family life.
Another study, that conducted user interviews, also found that home users are
highly interested in applications like Home message centre whereas low level interest is
shown in devices like activity monitor (Parkka et al., 2002).
2.4.3
both parents work. A prominent study is the investigation into the lifestyles of working
parents conducted by Hewlett-Packard Laboratories with the aim of identifying potential
technological opportunities (Beech et al., 2003). Pilot interviews of four different families,
surveys of 64 working parents, and follow-up interviews of 28 parents from Bristol, US
were conducted in the study. Considering the complex and demanding lifestyle followed by
working parents, the study tried to explore the current use of technology and opportunities
for improvement. The findings of the study include need for information on home while
away from home, facility to share family calendar, possibility of having a wall mounted
display for messages, assistance with domestic chores such as meal planning and integrated
home-work technologies for better communication with family members while at work.
Another study focused on dual-income families interviewed 12 dual-income families
and used the data to generate concepts on possible application of technology to provide more
control over their lives (M. K. Lee et al., 2006). The study revealed the need for technology
assistance to deal with deviations from routines and to provide more control in dealing with
time, relationships and family activities.
33
Workshops were used in another study sampling 5-8 households of various categories dual income families, couples over 65, single income families, shared households,
and people with disabilities to understand user views on smart user interface requirements
(Green et al., 2004). A number of generic design requirements including low cost, reliability,
flexibility, and low maintenance have been identified. The areas identified for technology
application are welfare, entertainment, communication, safety, and building environment.
Domestic environment and home life have been subject of ethnographic study for
the purpose of applying both Human-Computer Interaction (HCI) and Computer Supported
Cooperative Work (CSCW) in developing new technology for cooperative buildings (Hughes,
OBrien, & Rodden, 1998).
Emerging practices of using technology for nurturancesupporting emotional relationships and providing comfort was studied and new designs for nurturing technology were
proposed in a research conducted involving users in a one-day workshop (Elliot, Mainwaring,
Sengers, & Woodruff, 2006).
Overall, the above studies have revealed certain aspects of home life and technology
use. But they have failed to provide a holistic view or expose specific products or services.
The absence of a systemic view and system model to follow is also evident from these studies
reported in the previous sections.
2.5
Lessons To Learn
The previous sections of this chapter have presented two perspective of HA and
these include:
view of the developments in HA from an industry perspective
view of the developments in HA from a user perspective
2.5.1
Industry Perspective of HA
The review conducted in Section 2.3 exposes some characteristics of the industry
34
The review conducted in Section 2.2.4 reveals that the products developed following the technology push approach failed to attract sufficient consumer demand as
envisaged.
Project Failures
The Section 2.3.2 reports many major project failures leading to large financial loss
and reduction in investor confidence.
Limited Scope
The study of current products and services conducted in Section 2.3.3 establishes the
limited scope of products and services available. During the recent past the main
focus of home automation has been an integrated home network enabling interconnection of lighting, heating, security, entertainment devices and other appliances, thus
facilitating automatic and /or remote control of home appliances. Home Automation
Industry products and services are mainly limited to three areas: Entertainment, Remote Controlled Household appliances, and Building environmental control HVAC,
Lighting, and Security.
Need for Innovative Ideas
The HA industry is in need of innovative ideas that can lead to products and services with attractive features. Extensive analysis of the specific needs of the family
home user has been absent. The Home Automation industry has not picked up the
momentum envisaged in the late 1980s and the technology push alone is not sufficient
to produce innovative products and effective consumer demand. It is a fact that the
market still lacks products with attractive features for the average home user.
Need for Future User Requirements Elicitation
Review of developments in HA, provided in Section 2.3.3, reveals that decisive factors
of price and pragmatism impacting home user purchase have not been given enough
weight as well as critical system requirements of simplicity, reliability, low maintenance
and multitasking. There has been an absence of both realistic user need analysis and
re-assessment of user need variations due to environmental impact.
2.5.2
35
User Perspective of HA
There are many trend setting factors that shape the lifestyle of users as discussed
in Section 1.1. Even though the users are confronted with many lifestyle related problems
the review of many user involved studies finds that users have provided only information
on certain aspects. This is evident from the analysis of various studies provided in Section
2.4.
Analysis of the review conducted in Section 2.4 reveals the following aspects.
Lack of User Insight
Users are confronted with problems. But they are not insightful to understand the
underlying issues or technology capabilities.
Latent Demand
Due to the lack of insight, users are not able to demand specific products or services.
Therefore, HA industry is left with a market with latent demand.
Varying Needs
The issues dealt by users and the technology needs are different for different users. It
is difficult to formulate a holistic view based on the input received from users.
2.5.3
daily life in the US, Japan,and Europe the 1993 report of the ECs European Foundation for
the Improvement of Living and Working Conditions comments: A major criticism can be
levelled at all three initiatives. No model of the home or its user has been developed which
could underlie developments in the electronic home area. The initiatives are largely the
result of a technology push type approach. A clear conceptual paradigm has not emerged
... The decision by all three major actors ... to carry out research on the experiences of
real householders is to be welcomed. This will provide valuable feedback on user needs and
requirements on which the viability of the initiatives from a market perspective ultimately
depends (Moran, 1993).
It is worth noticing that the comments reported above are still valid, seventeen
years later in Year 2010. Even after conducting many user involved studies, there is absence
36
of a system model and clear conceptual paradigm. To address this problem we suggest
following a systemic approach viewing family as a single system and analysing the user
requirements by identifying the main processes within this system. It is necessary to differentiate between home and family. Home is an occupied household whereas family is a
structured society. New studies are required to analyse family life, identify tasks that can
be automated and thus lead to products and services with attractive features.
The HA industry lacks a technology roadmap that can guide strategic technology
investment plans based on potential products and services meeting actual market needs.
Technology Roadmapping (TR) identifies both the market needs and the products and
services to meet those needs. Product diversification is essential for business success and is
required to identify products and services that meet real user needs. It is essential to leave
the tunnel vision of interconnecting and switching existing appliances as the main focus of
home automation and apply lateral thinking to generate innovative products and services
that can be packaged into a home suite of easily selectable options.
It is most appropriate for HA to have an industry level International Technology
Roadmap for Home Automation (ITRHA). This alleviates the chances of project failures
occurring as a result of following technology based visions because TR is needs-based. There
are many different industries contributing to HA by the application of diverse technologies
and an ITRHA can assist industry level collaboration in the cost effective development of
end products/services. The ITRHA is the efficient and effective way of conducting periodic
review of overall aspects and revising products and services.
Incremental re-assessment of user requirements and other environmental factors
can be used to establish any amendments required to the original project development plan.
For example the Internet Fridge was an exciting vision at a time Internet facility was not
available with PC compared to current situation of PCs with flat screen monitors, TVs
and multimedia available at one-sixth the price of an Internet Fridge.
2.6
roadmapping and scenarios. Therefore, it is vital to discuss these two approaches in detail.
Roadmaps can comprise statements of theories and trends, the formulation of models,
identification of linkages among and within sciences, identification of discontinuities and
37
2.6.1
38
1980s under the advocacy of then CEO Robert Galvin. The first paper on Motorolas use
and approach appeared in a Research Management Journal in 1987 (Willyard & McClees,
1987). There had been a growing need for Motorola to reduce the product development
cycle time to meet customer demand, while the complexity of products increased (Probert
& Radnor, 2003). In the early 1990s the roadmapping approach became more popular and
a very good example of this is the Semiconductor Roadmap, a 200 page dynamic document still being updated and followed (Galvin, 2004; Allan et al., 2002; Edenfeld, Kahng,
Rodgers, & Zorian, 2004). By late 1990s several European firms followed the Motorola
practice of using roadmaps and EIRMA (European Industrial Research Management Association) documented the roadmapping process from the experiences of 25 corporations. The
roadmapping approach applied in engineering technology has found application in science
(Galvin, 1998).
The technology roadmapping approach, originated in engineering industry, has
migrated to universities in a limited fashion. Purdues Center for Technology Roadmapping (CTR) was established with the support of Motorola and Learning Trust. The CTR
is engaged in research activities of data mining across roadmaps, the development of an
ontology for technology roadmapping, and the analysis of the dynamics of roadmaps over
time (Duckles & Coyle, 2002). Roadmapping is accepted as a method for technology planning and the Center for Technology Management (CTM) from Cambridge University has
developed T-Plan for speeding up the roadmapping process (Phaal, Farrukh, & Probert,
2004).
There are other efforts for enhancing the application of roadmapping. Technology
Planning, a subgroup of the global Technology Management Group owned by General Motors, has developed a database where needs and ideas can be collected related to product
development and further used for roadmap generation (Grossman, 2004).
More than 1300 roadmaps are listed in the Cambridge University web site (Institute
for Manufacturing, 2009); this is an indication of the popularity and application of roadmapping and it has been in use for more than a quarter of a century. The roadmapping approach
is applied in technology management in a variety of forms such as emerging technologies,
sustaining technologies, product-technology, product-market, and disruptive technologies to
39
explore the landscape of technology, or in development. The associated process of roadmapping is flexible, but requires customisation to obtain an optimum result. Over the years it
has evolved, but lacks formal specification, standards, and evaluation methods.
2.6.2
Roadmapping Process
The Roadmapping Process is an iterative and on-going activity, generally collab-
orative in nature. The roadmap is the document defining the futuristic goal and the route
leading to that goal from the current state. The roadmapping process is required to define the futuristic vision detailing the scope and context. The current state, in terms of
technology capabilities and market need, is also described as part of the roadmapping process. Knowledge of the future goal and current state is used to identify the technology
gaps and strategic alternatives to reach the goal. Experts from various functional areas of
organisation such as marketers, developers, and researchers contribute to the roadmapping
process. Roadmapping is an exploratory process, requiring vision and customisation to suit
the particular business environment.
Generally workshops are organised and it is required to evaluate consensus and
divergent ideas. Innovative ideas emerge from collective knowledge and imagination; it is
important to obtain input from a maximum number of professionals as well as to consider
minority views and insightful propositions from individuals (Grossman, 2004).
Workshops are found to be a suitable method for initiating and formulating a
roadmap and this requires dedicated time and involvement from experts. Generally in
organisations or industry where a consensus on major problems exists and chances of obtaining a collaborative insight from people involved in business are great, then workshops
can be used. This may not be successful where a focus on problems doesnt exist and very
diverse groups having hardly any insight make up the majority of users or developers. An
example is the HA industry: this industry is made up of many diverse sectors, users dont
have neither a coherent view of problems nor any insight on technological capabilities.
A four phase roadmapping process, currently in practice, takes into account
the necessity to initiate a preliminary activity understanding the context, scope and
boundaries and required leadership
the development activity of identifying product, system requirements, technology
drivers and needs
40
41
roadmapping purpose can be of assistance in correctly identifying and recording all relevant
information for clearly defining the context and scope.
Development
The development of a roadmap involves study of the current technology capability
and identification of the technology gaps or problems in realising the vision. This exercise produces a set of technology development needs requiring research and development
investment. As this is a collective exercise there could be many suggestions on possible
alternatives to meet the technology gap. The experts involved use their tacit knowledge in
this activity of innovative thinking. There are no formal, systematic methods reported for
this most productive and innovative exercise. There are knowledge creation methods such
as brain storming, Delphi method for knowledge creation and recording with software tools
(Awad & Ghaziri, 2003).
The other aspect of roadmapping is the uncertainties and ambiguities involved
and how these are identified and dealt with during the development and implementation of
roadmapping. The uncertainties being known unknowns there is the possibility of listing
these variables in sets and tracing them as progress is made. Scenario technique provides a
systematic method for identifying, co-relating, and learning the dynamics of these variables
(Heijden, 2005). This can be used to understand the risk taken, and evaluate the quality
of assessment and foresight in taking the decision.
Techniques such as PERT and Gantt diagrams are used in project planning; these
may be used for creating the roadmap matrix, which is one document graphically presenting
a consolidated result in a comprehensive way along a time-scale (Kendall & Kendall, 1988).
Figure 2.1 illustrates a sample roadmap matrix. The roadmapping process is entirely different to project planning in terms of the ambiguity and uncertainty involved, the innovation
required, the longer time-span taken and a larger perspective of the vision.
As the practice of roadmapping is getting wider acceptance there is a software tool
to manage an archive of roadmaps stored in a common data format in a central database
server. This enables the generation of a hierarchy of roadmaps and the sharing of roadmaps
across organizations within an industry to promote more collaboration and reduce duplication of investment efforts. An application called Geneva Vision Strategist developed by
Learning Trust in close association with Motorola is an example of such a tool (Duckles &
42
Coyle, 2002).
The process of technology roadmapping is an appealing, challenging and complex
process and assessment of output at various stages is required to verify the cohesion and to
avoid duplication of effort. The gate review process, in which gate reviews are conducted
at the finish of initiation, concept selection and application ready stages, is a method in
practice for assessment (Grossman, 2004).
Another contribution to the roadmapping process is the fast-start T-Plan that
structures the roadmapping process around four facilitated workshops. The first three workshops focus on the three aspects of business/market needs, deliverables product/service,
and technology while the fourth workshop is used to consolidate the ideas into a roadmap
document. T-Plan uses market/business requirements to identify product and technology
options with the aim of developing new product and market opportunities (Phaal et al.,
2004). T-plan can be used for a multi-organisational purpose and it has been used in 40
cases.
Roadmap Implementation
The roadmapping process identifies and selects a plausible alternative to be pursued to attain the targeted goal. Progressing through the chosen path is a complex activity
due to the uncertainties and ambiguities involved. As the roadmap is developed by input
from experts, the primary step in implementation is communicating the mission across functional areas of the organisation. In essence a technology roadmap identifies specific research
and development tasks that have to be undertaken and thus becomes the source of projects
whose realisation is the implementation of the roadmap.
There are a number of factors required for the deployment of the roadmap and
these include:
Well defined scope and objective
Collaborative team
Shared understanding
Management support
Availability of required resources.
43
There are several sets of elements used to define the context, scope and the chosen alternative and as the work progresses these defining elements mutate. As the roadmap is a
dynamic document, it is critical to update it and keep it alive (Strauss & Radnor, 2004).
Unlike in a project execution, it is essential to evaluate, redefine and make necessary modifications to the roadmap and the implementation plan. Depending on the variations to the
factors related to market and technology developments, the vision itself may need revision.
Establishment of processes and systems in place for the execution of the plan and timely
modification of the roadmap is critical for its success.
Assessment of Roadmap
The effectiveness and success of the roadmapping process need to be evaluated by
assessing the roadmap produced, and the roadmapping process itself that creates collective
knowledge. But there are no independent objective tests of quality or reference standards
to assess the roadmap quality (Kostoff & Schaller, 2001).
The important contribution from the roadmapping process recorded in the roadmap
is the chosen alternative, the path to achieve the futuristic vision. This has to be done understanding the big picture within the current context. The knowledge created in terms
of new product ideas or innovative technology solutions is a measure of the success of the
roadmapping process. The effectiveness of the projects, for achieving the vision generated
from the roadmap, is also an indicator of the quality of the roadmap.
Roadmap quality measures are significant for roadmaps to be used as an operational tool (Kostoff & Schaller, 2001). Conditions for a high-quality roadmap are:
Retrospective component: a reflection of related factors that evolved the technology
Present time component: a comprehensive view of factors influencing the technology
currently
Prospective component: wider view of technology areas and critical elements leading
to the targeted vision
Use of global data
Implementable recommendations
2.6.3
44
Taxonomy of Roadmaps
The roadmaps can be classified based on any one of three aspects: context, vision
and the alternatives or the object of roadmap processing. The context includes the participants and the scope of the roadmap. From this perspective, roadmaps can be classified as
organisational, industry or cross-industry. The roadmaps can be used for strategic planning
with a long-range time horizon for various purposes. There are eight types of roadmaps
identified, based on purpose. These include product planning, service/capability planning,
strategic business planning, long-range planning, knowledge asset planning, program planning, process planning, and integration planning (Phaal et al., 2004). Here the discussion
on classification is limited to technology roadmaps.
Product-Technology Roadmaps
Product-technology roadmaps are developed where the technology solutions are
sought to improve product characteristics and thus meet business needs (Phaal et al., 2004;
Bray & Garcia, 1997; Probert & Radnor, 2003). The vision or the need could be certain
business aspects such as production cost reduction, process improvement, lesser product
development time, and improved efficiency. Roadmaps used by Motorola are examples of
such application of roadmapping.
Product-Market Roadmap
Product-market roadmaps are used to investigate technology solutions to meet
market needs through new products or improved product features. In this case the business
goals could be business growth, acquiring new markets or market extension. These goals
could be the motivation for product-market roadmaps and this could be at the industry
level rather than the organisational level (Galvin, 2004). The RF MEMS (Micro-ElectroMechanical System) roadmap prepared under the project Applied Research Roadmap for
Micro and Nano Systems (ARRRO) is an example of this (Bouchaud, Knblich, Tilmans,
Coccetti, & Fatatry, 2007). This roadmap aims to provide strategic assessment of the current status and requirements for products and applications for RF MEMS and RF Nanosystems technology.
45
Technology-Product Roadmap
Technology-product roadmaps are generally industry level roadmaps that are used
to explore product opportunities by the application of technological solutions. Businesses
may be facing tight competition and there may be a need for seeking technology solutions
for sustainability. The International Technology Roadmap for Semiconductors (ITRS) is an
example (Edenfeld et al., 2004). A product becoming obsolete could be replaced with new
product by application of disruptive technologies.
Science roadmaps
Science roadmaps are used to explore fundamental issues or mysteries of nature
(Galvin, 1998; Kostoff & Schaller, 2001). An example of a science roadmap is the NASA
astrobiology roadmap that provides guidance to research and technology development for
investigations to understand space, Earth and biological sciences (Marais et al., 2008). This
roadmap guides the strategic planning and technology investment for answering fundamental questions on the origins and evolution of life, existence of life elsewhere in the universe,
and the future of life on Earth.
2.6.4
in the last decade. It is yet to experience the full potential of roadmapping and to establish
theoretical foundation, formal benchmarks, and evaluation criteria. The benefits stated
below are from the experience of practitioners and in many instances the tangible and
intangible benefits are not distinguished.
Tangible Benefits
It may be difficult to assess the benefit in definite monetary terms as there are no
existing formal methods. A new innovative product, reduction in production cost due to
new application of technology, acquisition of new market, and revelation of scientific theories
all contribute to financial gain for the particular business or society in large. This is an area
where further research can contribute by incorporating formal evaluation methods.
46
47
48
49
Market
M1
Product
P1
50
M2
P3
P2
P4
Technology
T1
T3
T2
RD1
R & D Project
T4
RD2
RD5
RD3
Time
Years
RD6
RD4
10
12
Figure 2.1: Generic Structure of a Product Technology Roadmap Matrix. Source: adapted
from Kostoff and Schaller Science And Technology Roadmaps IEEE Transactions on
Engineering Management, Vol 48(2), 2001
51
arises from the fact that generally the roadmapping process is a collaborative and iterative
process requiring dedicated effort and time allotment from experts of various functional
areas. The roadmap matrix uses a simple format but the information contained is very
complex. The other aspect is conveying the message across the organisational unit and
implementing the strategic planning.
Even though roadmapping uses simple format to co-relate a number of dynamic
parameters over a longer period of time, there is an absence of formal methods to specify
and verify the correctness of the derived output. The roadmapping starts with certain goals
or futuristic vision and alternative paths needs to be developed from the current state with
a clear understanding of all relevant parameters. There is required evaluation of alternative
paths and selection of the most appropriate path. These activities are carried out using
tacit knowledge collected from collaborative work. Again formal methods, benchmarks and
standards are yet to be developed with a theoretical foundation.
As the mostly followed practice of roadmapping relies on collective input from
practitioners who have insight from the awareness of existing problems, this is not a suitable
method to be followed in the HA industry consisting of very diverse users and a conglomerate
of divergent industries. Therefore, this study proposes an approach integrating scenario
technique to formulate an initial vision by an individual. This can create an initial roadmap
with a top level view accommodating important environmental factors.
2.6.5
Scenarios
The dictionary definition of scenario is a description of how things might happen in
the future. Scenario is the creation of stories in a scientific way by collecting context-related
data and understanding the dynamic effect of variations to critical factors. This generates
plausible scenarios logically with causality (Heijden, 2005). Roadmapping commences with
a needs-based vision, then follows with the development of alternative paths to convert
that vision into reality and with strategic planning to pursue a chosen alternative. A
vision is made up of conceivable and desirable images of the future. Roadmapping does
not include any formal technique to create the vision nor to develop alternative paths
with a causality for a future review. A vision is often formed from intuition, perception,
imagination and conception. Scenarios provide a framework to build conceivable futures
that assist in creating futuristic vision with alternative paths in a logical manner. Scenarios
52
2.6.6
Overview of Scenario
Most often scenario technique is confused with scenario planning. Scenario Plan-
53
(Drew, 2006; Meixell & Wu, 2001). In this case the time involved can be longer than
use-case scenarios, therefore can be classified as middle term.
Macro level scenarios can be used to create a big picture within a larger context in
terms of time and complexity. The great value of a scenario is being able to take complex
elements and weave them into a story, which is coherent, systematic, comprehensive, and
plausible (Mietzner & Reger, 2005). Macro level scenarios are mostly discussed as part of
scenario planning and the scenarios are applied in a wider context. Based on the context of
application, scenarios can be classified as global, industry, business or technology scenarios
(Ratcliffe, 2000).
2.6.7
there is limited literature available (Lizaso & Reger, 2004). Previous study suggests that
the integration of scenarios and roadmapping can create a technology planning tool more
suitable for volatile and dynamic environments. A conceptual framework is suggested for
such integration (Strauss & Radnor, 2004) and the scenario building process and integrating
the results into roadmap is not detailed. It is possible that roadmapping is initiated from
the vision of an individual or a minority group based on perception or imagination. In
long-term planning, in the range of ten to fifteen years, it is possible that the vision could
turn out to be impossible due to environmental changes. As scenarios are built from context
sensitive critical factors, it gives a chance to underpin the vision to realistic aspects and
also create alternative visions that are plausible in case of unexpected changes. Having a
causal relationship to current state makes the roadmap a more convincing communication
tool for requesting resources.
Scenarios can be used to produce a clear picture of the future state and to relate
aspects of the future state to the current system. Vision is positively contributing to set
a goal and to obtain committed involvement unless it is tunnel vision in which case
the context is ignored. Scenarios can be used to alleviate such tendencies and reduce the
uncertainties. They also assist in reducing the risk of following the chosen course of action
by preparing the decision makers with alternate possibilities. This preparedness makes
managers more sensitive to changes, enabling them to observe early signals and take preemptive actions.
2.6.8
54
customised to suit different applications (Bishop et al., 2007). A few of them are role
playing, visualisation, trend extrapolation, systems scenarios and trend impact analysis.
Scenarios can be presented as event tree diagrams or stories.
The method followed in this work is the six steps method of van der Heijden
(Heijden, 2005). For a more elaborate discussion of scenario building refer to Section 5.3.1.
The steps include:
1. Collecting data related to uncertainties and issues
The most important part of building scenarios is identifying all the factors that
are relevant to the context. This should be systematically done rather than following an intuitive selection. The identification of factors can be done following a
method called SEEPTsocial, economical, environmental, political, and technological
(Thomas, 1998).
2. Establishing interrelations using influence matrix
An Influence matrix can be used to plot large number of factors and synthesise the
effect of interrelation between different factors.
3. Identifying the most influential factors, describing their variations and driving forces
An impact/predictability graph can be used to rank the influence factors. General
inclination is to expect the current trends to continue. The importance here is to
break this inclination by studying the underlying forces, termed as driving forces
(Heijden, 2005). The purpose is to systematically contemplate variations to the trend
in case of changes to the driving forces.
4. Combining these issues into a scenario framework
Choose a number of influence factors that are of high impact, low predictability or
highly uncertain. These become the dimension of the scenario matrix plotted in a twodimensional space of impact, predictability values. Future projections are developed
by considering positive and negative variations to the most impacting/highly uncertain
elements.
55
2.7
HoPe, the conceptual framework developed as part of this study. Therefore, it is important
to understand the underlying concepts and theories applied here. The following sections
discuss inference of intelligence, definition and derivation of context, and the concept of
ubiquitous computing.
2.7.1
Intelligence
Discrete and disorganised values that hardly convey any meaning to the user are
termed data. The data need to undergo a rigorous process by which the values are associated correctly, organised and linked together to provide meaning, creating information.
Knowledge is another higher level form in its usefulness as it puts together information
that can be applied for solving problems (Awad & Ghaziri, 2003). Further processing and
inferencing are required to choose applicable knowledge for a particular situation creating
intelligence. The layers are depicted in the knowledge pyramid in Figure 2.2 adapted from
Awad and Ghaziri, (2003).
56
2.7.2
57
Context
The discussion given above shows that derivation of context is a requirement for
inferring intelligence from the existing knowledge. Context is understood intuitively and
there are many definitions. In ubiquitous computing, context is used to identify the person,
other objects present and resources available. Schmidts definition of context divides it into
two categories, human factors and physical environments (OGrady, OHare, Hristova, &
Tynan, 2006). Human factors include information about users, their environment and their
current activity. Physical environment refers to current location, infrastructure available
and physical conditions. Another variation to the definition of context consists of the
elements of the user, network connectivity and the environment (Sadeh, Gandon, & Kwon,
2006). This is defined for mobile computing. The user context consists of static a users
profile and dynamic users location and current activity (Pashtan, 2005).
A user choosing to undertake a particular task pertinent to spatial and temporal
bindings may imply requirement for a specific set of support services enabling the user to
complete the task on hand. In this case the task becomes the dictating component for
context derivation.
2.7.3
Ubiquitous Computing
Weisers vision of ubiquitous computing (ubicomp) also known as pervasive com-
58
list (Tsai, Wang, & Hwang, 2008). UbiPhone incorporates context derivation to identify the
location of callee; this is used to select the most appropriate communication channel and
device to connect. Callees social network information is used to provide callees nearest
persons contact in case of an emergency call. This system collects, stores, and derives
intelligence from the locations and calls made by the user. This is a good example of simple,
but effective way of using ubiquitous computing for design of human-centric applications.
Another example of a ubiquitous system following the principles of ubicomp is a
system named Ubiquitous City Context-Aware Service Agent System (UCASS) (M. Lee et
al., 2008); this system interconnects residents within apartments with service providers in
the city to provide context-aware service. This system is more complex due to the additional
sensors installed in apartments and vehicles, and the software consisting of many modules.
These systems establish that, with the current technology, it is possible to build practical
context-aware systems providing ubiquitous intelligence services.
While ubicomp is about the physical or real world with pervasive computing, webbased services produce a cyberworld (Kunii, 2004) with an increasing number of virtualised
e-things. The integration of ubicomp with web-based computing and the resulting mutual
interactions between the real world and the virtual e-world can provide the much needed
ubiquitous or ambient intelligence for naturally mobile people (Yamakami, 2006). Devices
within an ambient intelligent environment adapt themselves to the needs of users or even
be in anticipation of future needs.
Web services address user interest in a number of categories such as general information, travel, entertainment, ecommerce and networking delivered over the Internet
(Pashtan, 2005). Users can access these services anytime anywhere with the wireless Internet and new generation of mobile networks that support data services, for example NTT
DoCoMo network.
This study proposes application of these technologies to develop products and
services for home and personal life management providing ubiquitous intelligence unobtrusively.
2.8
Chapter Summary
This chapter has provided an overview of developments in the HA industry during
the past quarter of a century. The author has analysed the past developments to uncover
59
the main focus, products and services delivered and has evaluated the successes and failures.
The analysis conducted in this chapter reveals that the HA industry has been mostly driven
by technology based visions and it has failed to achieve envisaged market penetration. This
chapter has discussed the current state of HA developments and has thus provided the
present perspective of the HA industry. This study also reveals the absence of a technology
roadmap to guide the HA industry. The goal of this research is to develop a technology
roadmap that provides a systematic method to identify market needs and products meeting
market needs; this can guide industries to formulate strategic technology investment plans
based on products and services meeting market needs.
This chapter has also discussed the roadmapping process, provided a taxonomy of
roadmaps, described the generic contents of a roadmap document and evaluated the benefits of roadmapping. This chapter also discussed the lack of formal evaluation methods for
roadmaps and existing problems with roadmapping. As roadmapping is mostly initiated
from a needs-based vision created with collective input, its application in Home Automation is limited due to the existence of very diverse users and divergent industries which
are barriers to concerted collaboration. To rectify this problem, the author has proposed
integrating scenarios with roadmapping as the former provides a scientific way of creating
plausible futures. These can be used as a mechanism for learning from the future, and monitoring and reviewing the roadmap with improved accuracy. Further work can formalise the
integration of these two methods with evaluation procedures.
The last section of this chapter, Section 2.7, has provided an overview of underlying
concepts and theories applied in Ubiquitous computing as applied in the development of the
conceptual framework of UbiHoPe in Chapter 6. A basic understanding of these concepts
are essential for following the conceptual framework provided as part of this study.
Chapter 3
Research Method
The purpose of a research activity is knowledge creation. There are various research methods in practice and it is important to select the most appropriate method to
carry out the research for achieving successful outcome. This chapter presents a brief study
on existing research methods and this knowledge is used to ensure that an appropriate research method is chosen. This chapter also provides information on the research design and
implementation followed in this study. This research follows a qualitative research method
integrating roadmapping and scenarios. Steps involved in following this research method
are discussed in this chapter.
Section 3.1 discusses different types of research methods, the steps involved in carrying out the research activity and possible evaluation methods. Section 3.2 introduces the
structure and implementation steps of the research process followed in this study. Section
3.3 describes the method used to identify market segments using the concept of Family
Life Cycle. This section also details the development of the system model using process
modelling techniques and the analysis carried out using UML activity diagrams and use
case diagram. Section 3.3.2 describes the use of the scenario technique to learn future
home user lifestyle trends. Section 3.3.3 explains Requirement Elicitation of Future Users
by Systems Scenarios (REFUSS), developed as part of this study to derive the process automation needs from the system analysis results and the scenarios. Section 3.4 elaborates
how the concepts of new products and services are derived using conceptual modelling and
Section 3.5 describes the method used in arriving at technology needs and technology investment strategies. Section 3.6 provides a brief discussion on evaluation of this thesis and
the roadmap developed.
60
3.1
61
Research Methodology
Research activity can be viewed as building a house in a forest, for analogy; forest
is disorderly, difficult to explore quickly and the source of resources. The house builder needs
to select suitable site, collect necessary components, and put them together. This requires
tools, techniques, and structured procedures. In the same way an investigator desiring to
create knowledge from a field of mostly unknown characteristics requires an appropriate
research method that can guide the investigator in the knowledge creation process. A
research method is the guidance for carrying out the investigation in an effective way to
ensure yielding the perceived outcome.
Research methods are classified as quantitative, qualitative, and mixed where a
combination of qualitative and quantitative approaches are applied. Quantitative research
relates key aspects or properties, states or characters using quantified variables whereas
qualitative research rigorously examines processes and meanings to identify properties, and
key variables (Labuschagne, 2009). The choice of a method depends on the outcome to be
achieved and the type of knowledge to be created. If the researcher makes knowledge claims
on pragmatic groundsproblem-oriented, consequence-oriented mixed method approach is
the one to follow. The categorisation of the research method is also based on the data collection methods used. Qualitative methods use data collected from smaller population, but
with richer detail. Example strategies used for qualitative research include ethnographies,
grounded theory, case studies, phenomenological research, and narrative research. Mixed
method research uses one of sequential procedures, concurrent procedures or transformative procedures and these classifications are based on the order of use of quantitative and
qualitative methods (Creswell, 2003).
Research method defines data collection, analysis and formulation of results, and
validation of results. Research can be viewed as an input-process-output paradigm. The
input is decided by the data collection that include the sources of data, sampling related
details, and method of collecting data. Technology roadmapping in itself is an approach to
research from the point of view of intended pragmatic knowledge creation and a methodology
or strategy that governs choice of methods. Technology roadmapping falls into the category
of qualitative method approach due to the need for in-dept, richer data required for the
system modelling and statistical data required for the market identification. This is also
verified by the statement of technology roadmapping can be seen as a tool for research
62
3.1.1
Data Collection
Considering the analogy of building a house in the forest, a house built using
leaves alone will not be in shape or useful. Similarly, correctly chosen sources and extracted
data are critical for producing the desired outcome of the research. This itself can be an
assurance for the reliability and validity of the research outcome.
Qualitative research uses data collected mainly using in-dept open-ended interviews, direct observation, focus group interviews, and written documents (Labuschagne,
2009). This study has deviated from this general method of data collection for the following reasons.
1. Limitation to demographically biased data
2. Unsuccessful research outcomes of previous studies following such data collection in
HA
3. Aim to develop theoretically founded framework abstracting specific user characteristics
4. Objective to develop a top-down approach
Therefore, this study has collected data on all aspects of home and personal life,
from existing literature in various fields including HA, health, education, diet, information
63
and communication technology, social sciences, national and international statistical studies.
The vast references used to arrive at conclusive input became the strength of this thesis in
shaping the final outcome to the desired quality.
3.1.2
Analysis
As this work has followed the research methods of technology roadmapping and
scenarios from futures studies, data analysis is carried out using the generic procedures
available within these research methods. These generic procedures are customised and
linked, to suit this study as explained in the following sections. Process modelling techniques
applied here are well accepted method for requirement analysis of information systems. The
available process modelling technique is customised with extensions to suit this study.
In case of scenarios, data analysis, and scenario building are carried out following
scenario technique developed by Van der Heijden (Heijden, 2005). This technique is widely
used by consultants and organisations (Bishop et al., 2007).
3.1.3
depends on the house that is in shape and useful. The reliability of the house is generally
examined by the quality of supporting frames and the building procedures used. The quality
of material used and visible features are proof of validity to an extend.
One measure of successful research outcome is objectivity and this could be demonstrated by reporting theoretically sound results (Kirk & Miller., 1986). In qualitative research reliability is defined as the degree to which the finding is independent of accidental
circumstances and validity is the degree to which the finding is interpreted in a correct
way (Kirk & Miller., 1986). The validity can be further understood from the notions of
apparent validity, instrumental validity, and theoretical validity (Kirk & Miller., 1986).
The notion of apparent validity is illusory as the name implies, while instrumental validity is based on criterion or can be referred to as pragmatic. Theoretical validity can be
established based on the procedures followed.
3.2
64
roadmap for Home Automation. This study seeks to develop an Initial Technology Roadmap
for Home Automation (ITRHA) that identifies the market needs, products to satisfy these
needs, and technology investment strategies. A technology roadmap is developed using
roadmapping, a customisable learning process that assists innovation and knowledge creation (Probert & Radnor, 2003; Li & Kameoka, 2003). The discussion provided in Section
3.1 also establishes that roadmapping integrated with scenarios is a qualitative research
method that can be followed.
Technology roadmapping provides a high level framework, but procedural details
need to be developed for each application. To rectify the lack of formal methods for eliciting
user requirements and user need variations over the years, this study has developed a
novel method integrating process modelling and scenario technique within the framework
of roadmapping. Chapter 2.6 provides a detailed discussion on roadmapping and scenarios.
The initial roadmap pioneered in this work is exploratory in nature. The following steps are used to develop the ITRHA and these steps forms the research design that
integrates roadmapping and scenarios.
1. Identify market and market needs
2. Identify potential products and services
3. Investigate technology needs and technology investment strategies
The output from each of these steps and intermediate steps forms part of the
ITRHA document. As these steps define only the output to be produced and there are no
standardised and coherent methods available as part of the roadmapping process, the author
has devised suitable methods for each of the steps. The above listed steps with methods
devised by the author and the existing formal methods used are illustrated in Figure 3.1.
There are no existing formal method for the identification of market and market
needs; this is one of the major problems faced by the HA industry. Moreover, there is no
existing procedure to identify future market needs required in strategic planning for technology investment in HA. To address these problems this study has developed a unique method
consisting of a number of cohesive stages theoretically founded on formal procedures.
65
Identification of
Market and Market
Needs
Identification of
Influence Factors
Creation of
Impact/Predictability
Graph
Generation of Future
Lifestyle Scenarios
Definition of Family
Life Cycle
Development of
Family System
Analysis of
Processes within
Family System
Derivation of Process
Automation Needs
Derivation of
Products & Services
Identification of
Technology Needs and
Technology Investment
Strategies
Process
Modelling
Use Case
Diagram and
Activity Diagram
Requirement
Elictation of Future
Users by Systems
Scenario (REFUSS)
3.3
66
This task is extremely complex due to the large diversity of users demographically, socially,
economically and culturally. The market consist of various home users and the market
needs are dependent on the processes or functions carried out by these users. Successful
identification of market needs requires knowledge of current processes and users as well as
evolution of these two components along the chosen time line of 1015 years. A systematic
identification of market segments requires knowledge about the users and the activities
carried out by the different user categories; this can be used to understand the plausible
market size variations along the time line.
For this purpose a concept of Family Life Cycle is defined. This concept depicts
the dynamism and temporal requirements of a family by identifying distinguishable stages
and associated responsibilities undertaken by a family as it evolves through time. Understanding distinguishable stages of the family life are necessary to obtain insight into varying
functionalities and resulting alterations in home user requirements. This information is used
to segregate market segments from the total population. For example a family in Phase 3
maps to families with children below 18 years of age. Target market size estimations are
done by applying this knowledge to available census data.
3.3.1
system model is required as the scope can be clearly understood by analysing the system
and exposing the processes within the system. Implementation of a technology roadmap is
a long-term undertaking and during this period many reviews, evaluations, re-assessment
and update of the roadmap are required. These activities can be carried out only with
comprehensive documentation of system details. A systemic approach has not been followed
in past developments in HA and therefore a full system view is unavailable. Discussion
provided in Section 2.4 establishes that methods such as ethnographic study, and surveying
have been used in previous studies, with the results revealing very limited information on
home user requirements. Such results lacked a top level view covering all aspects of home
life and could not be used for building an abstract model to represent all home users
processes, environment, and boundaries. A system model can be used to establish the
External Entity
System or
Process
Hybrid Process
67
Data Flow
Resource Flow
Data Store
Resource Store
68
69
can be followed by a wider audience other than information system specialists. Use case
diagram following UML notation is used to illustrate the user view in the case of automating
identified processes within a subsystem (Object Management Group Inc., 2004).
Four main subprocesses within the Meals subsystem involving intellectual tasks are
analysed extensively, exposing the details of process execution, use of resources at various
stages, required user interaction and control signals. A use case diagram following UML
notation is used to depict a user view of the Meals subsystem, clearly illustrating the
functions executing the identified processes and the required user interaction. These detailed
analyses are used to explore the process automation opportunities and resources required
for automating the process in terms of input data. They are also used to reveal the user
involvement in process execution.
3.3.2
Scenarios
The user requirements or market needs for HA products and services are invariably
dependent on the prevailing lifestyle of home users, which is influenced by a large number of
social, environmental, economical, and political factors. Scenario technique is an effective
method when used in conjunction with roadmapping to get insight into possible products
or product needs, especially in uncertain, dynamic environments (Strauss & Radnor, 2004;
Bray & Garcia, 2004). Scenarios are developed to understand the plausible future lifestyles
of home users and the market drivers influencing these lifestyles. Van der Heijdens approach
is followed in developing scenarios (Heijden, 2005) where an impact/predictability graph is
used to rank the external influence factors. Scenarios are created from the future projections
of these factors. Refer to Section 2.6.5 for a full discussion of this approach.
Market Drivers
The lifestyle followed by home users are dependent on many environmental factors
which influence the market need; the most influential factors are considered as the market
drivers. A large number of drivers that are issues or trends are identified that influence home
user lifestyle based on statistical data and other literature. Twelve to fifteen influence factors
that have a major impact on the lifestyle are chosen. The derivation of market drivers is
provided in Section 5.5.
Each one of the market drivers chosen is given a priority number between the
70
range of 0 and 3 inclusive. An influence matrix is used to map the values of the chosen
factors, interrelate the variations on these factors and obtain the total impact of a factor
on other factors as well as how much a factor is totally impacted or uncertain. An impact/predictability graph developed using the values from the influence matrix is used to
identify the most impacting or uncertain drivers.
This graph serves as a basis for developing a number of future lifestyle scenarios
that can be used to visualise plausible lifestyles that may emerge in the next 15 to 20 years.
Three future home lifestyle scenarios are developed by contemplating positive and negative
variations to the drivers.
The development of future lifestyle trends using the scenario technique is also
used in deriving products that can satisfy user needs. A number of automation scenarios
are created that provide intuitive ideas on new products.
3.3.3
71
these definitions and norms, processes having Demanding Process Attributes becomes the
target for automation.
REFUSS provides a framework to understand, communicate, evaluate and reassess the process automation needs with theoretical foundation. One of the important
aspect of a technology roadmap is the strategic planning involved with a long-term futuristic
vision and the requirement for regular review and update. The formal and systematic way
of deriving automation targets using REFUSS ensures that any time during implementation
of the roadmap there is a well-defined documentation providing logical reasoning for review
and update.
3.4
and services that can be marketed successfully. The requirement here is to group processes to
be automated and identify components or systems to achieve the transformation. Derivation
of new products and services is largely an innovative task and there are no standardised
methods to apply here. As the roadmap developed is more exploratory in nature, many
product ideas and service opportunities are exposed, rather than just detailing one product.
3.4.1
tified Soft Processes establishes more explicit ideas on potential products and services. The
systems analysis conducted at the beginning revealed the amount of information processing
done during daily life and the criticality of information management and intelligent decision
making for efficient and smooth functioning of a household. Knowledge obtained from the
detailed analysis of the Family system, the automation needs of Soft Processes derived using
the REFUSS, and the Home user ubiquity and requirement for ubiquitous intelligence and
computing are used to develop the conceptual framework for the Ubiquitous Intelligence
System named UbiHoPe.
72
eHome model
A conceptual model named eHome is taken as the central unit of UbiHoPe facilitating many of the functional requirements. The eHome model illustrates the functionality
of a system providing automated information management facilities and the technical layers
required for such a system. The eHome model serves the purpose of communicating the
objectives and assists in conveying potential opportunities for product or service development.
The UbiHoPe framework provides details of potential product automating information management and intelligence services, the hardware and software components required,
the modifications required for existing Point of Sale Terminal, and the potential role of a
Home Information Service Provider (HISP).
3.4.2
into three sets: processes involving labour, processes involving information management,
and processes requiring both labour and information.
From the knowledge of the labour intensive processes and the study of literature
exploring automation opportunities a number of potential products are identified.
3.5
and the reason for investing in technology. Home is a place where multiple technologies
converge and this makes the analysis and derivation of technology needs more complex.
The eHome model is used for further analysis in understanding and deriving technology
needs for product ideas automating Soft Processes.
The eHome model is used to expose the functions, input data requirements, data
processing and storage requirements, and the potential software requirements. This model
also clearly reveals data sources and data conversions involved and the modifications required to existing systems or components. This model is used to derive the technology
needs for a potential implementation that automates some of the information management
73
related services.
3.5.1
Technology Requirements
Detailed study of components in the eHome reveals the technology requirements
if the eHome model is to be developed into a fully functional system providing complete
automation of information management services for a household.
Detailed study of current technology in data extraction and information integration
is conducted to understand the technology gaps and further research and development
requirements. In view of the home users problems in data entry the data requirement
and data sources are studied. The large number of data sources originating from service
providers as identified in External Entities are also investigated for the type and format of
the input data. The knowledge obtained from these studies is used to derive technology
needs for implementing the eHome. A brief study of web service technology is also conducted
to identify the gaps and requirement for technology investment.
The other products identified belong to the robotics area. Current capabilities of
robotics technology are studied to derive problems in materialising the proposed products.
From this study it is found that there are gaps, so technology investment strategies are
suggested for developing the proposed products in an incremental fashion.
3.6
Evaluation
This research has followed qualitative research method integrating roadmapping
with scenarios. Evaluation of the outcome of this study can be done using theoretical validity
and objectivity as discussed in Section 3.1. The output from this study is a technology
roadmap the quality of the roadmap produced could be assessed using the criteria for
assessment of roadmaps as discussed in Section 2.6.2.
The research method described in the previous sections is customised to suit this
specific study. It is ensured that there is theoretical foundation and that the output quality is
achieved. As there are no objective tests to measure the quality of output or the effectiveness
of roadmapping process, it is difficult to prove these. It is also important to understand
that There are no primary physical reference standards against which one can benchmark
the roadmap product (Kostoff & Schaller, 2001). The actual deployment of a roadmap
74
may take over a decade and just achieving the predicted result may not ensure that the
roadmap has been developed based on the best possible vision.
Futuristic vision formed by innovative product ideas, best technology investment
suggestions, clear understanding of current technology capability, and right selection of
technology areas are some of the measures for a good roadmap. Other requirements are
global data awareness, and the new knowledge produced by the roadmapping process. At
the initial stage assessment can be based on the logical correctness and transparency of
methods followed, and on the quality of data used. These measures are as per the discussions
provided in Section 2.6.2 on the assessment of roadmap.
Based on the above facts the results of this study can be evaluated using the
following criteria:
1. Objectivity
This is to ensure that the objectives listed in the beginning of the work have been
achieved in a systematic way.
2. Theoretical Validity
This is the basis for the reliability of the results to ensure that the outcome is not
reached by accidental circumstances (Kirk & Miller., 1986). This is further reinforced from the fact that theoretical validity depends on the procedures followed.
These procedures refer to analysis techniques followed and interpretation of results
from the analysis.
3. Assessment of roadmap
A number of criteria are listed in Section 2.6.2 and these include understanding of the
evolution of technology linking the past, present and plausible future development.
This could be verified by the suggested products and their proposed technology needs.
It is essential to understand the past and present technology capability to propose
products that could be developed with reasonable technology investment. Another
criterion is the use of global data and this ensures the quality of data used for analysis.
A roadmap being an operational tool it can be assessed against the proposed future
actions in terms of technology investment leading to innovative products with target
market.
75
Using the above mentioned criteria the roadmap produced as part of this study formulates
vision with innovative product ideas and creates a new perspective to the HA industry.
The roadmapping process followed in this study has developed theoretically founded formal
methods. Referring to Section 3.1, theoretical validity is the measure of evaluation in case
of qualitative research.
3.7
Chapter Summary
An overview research methodology provided in Section 3.1 of this chapter is used
to establish the appropriateness of research method chosen for this study. This chapter has
discussed in detail the research method used in establishing the appropriateness for systematically solving the defined research problem. Section 3.2 discusses the research design and
the steps used in implementing this research work. Section 3.3 describes the development of
the Family System reference model and the use of REFUSS to identify market needs integrating the process knowledge and user characteristics derived from scenarios. Conceptual
modelling used for converting the identified process automation needs to potential products
are discussed in Section 3.4. Methods used for identifying technology gaps and technology
investment needs are discussed in Section 3.5. Section 3.6 discusses applicable evaluation
criteria. The methods discussed in this chapter are systematically followed in the following
chapters to formulate the ITRHA. The following chapter presents the system model used
to define the context and scope.
Chapter 4
77
subprocesses, inputs required for these, output produced and data storage requirements. A
very detailed analysis of Meals Subsystem is carried out in Section 4.4 using UML Use
Case diagrams and activity diagrams exposing process resources and control signals and
the interaction of users. Section 4.5 conducts a study of the analysis results by highlighting
the home information management needs, user mobility and need for ubiquitous information
access.
4.1
Family Focus
In the Home Automation Industry, home is almost interchangeably used to
4.1.1
Family
Definition 4.1 Family is referred to as the traditional structured society consisting of one
or two parents and their children.
Any person belonging to this structured society is called a family member.
Definition 4.2 Home User is any person who owns and or occupies a home and uses the
products and services of the HA industry.
A Home User is not necessarily a family member, but a family member is a Home User. A
Home User occupying a house in one location can be a family member of a family located
in another geographic location that may be in another country.
Family is a dynamic system moving through time and members of a family share
history and future with at least three and often four or even five generations (McGoldrick
& Carter, 2003). The concept of Family Life Cycle is used to identify important stages in
family life as it evolves through time. Understanding distinguishable stages of the family
life is necessary to obtain insight into varying functionalities and resulting alterations in
requirements.
78
Phase 1
Income Generation, Household
Maintenance, Diet, Recreation
Phase 5 :
Health Care, Household
Maintenance, Diet,
Entertainment
Phase 4:
Income Generation, Diet, School/
Tertiary Education, Health Care,
Household Maintenance
Phase 2
Income Generation, Household
Maintenance, Diet, Child care,
Health Care, Recreation
Phase 3
Income Generation, Education,
Household Maintenance, Diet, Child care,
Health Care, Recreation
Figure 4.1: Family Life Cycle: Different Phases and Prominent Responsibilities in Each
Phase
4.1.2
There are variations to this traditional concept but this concept is followed here for simplicity. A family has a growing stage, when responsibilities keep increasing due to addition
of members by child birth or adoption, and the growing needs of offsprings. It goes through
a shrinking stage when responsibilities reduce, as members are lost due to death or adult
members leave the family to start independent life resulting in extended family. This study
accounts family as a mobile unit and a family may occupy different houses located in various
parts of the world for reasons such as business, employment, or education. In this study
the Family Life Cycle is defined with the following distinguishable phases:
Phase One: Union of Committed Couple. In this phase main responsibilities of the
79
couple are earning income, maintaining a balanced diet, household maintenance and
recreation.
Phase Two: Family with young child/children. Phase Two is marked with the addition
of children to the family bringing increased responsibilities of child care. Health care
becomes more complex with extra tasks and the same applies to the maintenance of
balanced diet.
Phase Three: Family with school-going children. In Phase Three the family is confronted with additional responsibility as the child or children commence schooling.
A family in this phase could have very demanding responsibilities in terms of time
and resources as child care needs of younger children can be overlapping with school
education of elder ones.
Phase Four: Family with adolescents. This can be considered as the beginning of the
shrinking stage as the child care responsibilities are completed. Strategic management
of time and money are critical in this phase to satisfy the requirements of children
involved in formal education and extra-curricular activities.
Phase Five: Family in later life (McGoldrick & Carter, 2003). Retired couple have
fewer responsibilities compared to the family in previous phases. Health care becomes
an important aspect as well as social life.
The progress of family through phase one to phase five engaging in various areas
of responsibilities is illustrated in Fig. 4.1.
4.2
Family System
This section introduces a model named Family System by depicting Family as one
system interacting with elements outside family. The reference model defines the terminology, and concepts as well as identifies important processes, communication and subsystems.
Process modelling has been the chosen approach for defining the model and Data Flow
Diagram following Gane and Sarson symbol set is used for communicating the model as
this provides the most suitable technique to depict the whole system, its boundary, entities,
processes and interaction with external systems (Valacich et al., 2001; Shelly et al., 2006).
The Gane and Sarson symbol set is extended to include symbols for resource flow, resource
80
store and hybrid process to suit this work. The symbols used in the diagrams are illustrated
in Figure 3.2. This model is not a design specification for developing a system; rather, it
provides a framework that defines the context, scope and boundaries of the targeted system
for Technology Roadmapping purpose.
This study has chosen family to represent the current user for the modelling purposes, as family has the maximum complexity in terms of activities handling responsibilities,
interaction with external elements, resources usage, and dynamism, compared to the individual Home User. Commencing with a model having maximum complexity, it is easy to
modify the model to represent other Home Users having lesser responsibilities.
The Family System (FS) exists in an environment and systems external to FS
impact the performance of the FS. The environment of FS can be understood by identifying
systems external to Family and the interaction of FS with those systems or elements.
Definition 4.3 An External Entity is any functional unit that provides and or receives any
form of service or goods to the family and is not part of the Family.
Definition 4.4 Data flow is any input received or any output sent by the Family System,
subsystems or processes within Family System that can be represented in electronic form.
Definition 4.5 Resource flow is any material input received or any output sent by the
Family System, subsystems or processes within Family System that cannot be represented,
stored or transmitted in electronic form via a computer network.
Definition 4.6 Data Store is any input, output or intermediate results that are stored in
electronic form.
Definition 4.7 Resource Store is any material stock that cannot be stored in electronic
form.
Definition 4.8 Soft Process is any process that has only Data flows as input and output.
Definition 4.9 Hard Process is any process that has only Resource flows as input and
output.
Definition 4.10 Hybrid Process is any process that has both Data flows and Resource flows
as input and or output.
81
There are variations to the number of services used by the Family, External Entities
involved and the interaction with External Entities in different phases of the Family Life
Cycle. For the modelling purpose a Family in Phase 3 is considered, as this phase is at the
top of the growing stage having increased complexity in responsibilities undertaken by the
Family.
Based on this and the definitions above, External Entities considered in this research are:
1. Finance Service Providers
2. Insurance Providers
3. Energy Suppliers
4. Health Service Providers
5. Government Agencies
6. Education Service Providers
7. Child Care Facilitators
8. Professional Bodies
9. Employer / Potential Employers
10. Communication Facilitators
11. Product Suppliers
12. Extended Families and Friends
13. Religious / Social Groups.
The list of External Entities provided above is not exhaustive. An External Entity
can be added or removed from the environment of FS based on its interaction with the
Family System.
82
4.2.1
Definition 4.11 A Family Process is a set of related activities carried out by family member/s providing input to produce defined output and this can be done regularly or occasionally.
Even though Family Process is defined in perspective of Family most of the processes identified can be customised to meet the needs of other Home Users who do not
belong to structured families. This study has identified seven Family Processes as listed
below.
1. Managing Finance
2. Planning and Preparing Meals
3. Family Health Care
4. Supporting Formal Education
5. Household Maintenance
6. Engaging In Occupation
7. Recreation and Social Life Maintenance
Each of the above listed processes is briefly described below.
Managing Finance
Definition 4.12 Managing Finance includes all activities carried out by family members,
individually or in group, that are money related.
Finance
Service
Providers
Other Notification
Progress Report
Fee Invoice
News Letter
Application For Admission
School Fees
Leave Application
Parental Notes
Carer Fees
Service Information
Carer Payment
Application
Invoice
Renewal Notice
Insurance Policy
Payment
Insurance
Providers
Supply Request
Usage Bill
Bill Payment
Fault Report
Contact Information
Energy
Suppliers
Communication
Facilitators
Service Request
Bill
Supply Charges
Product Information
Service Problem
Personal Details
Event Notification
News and Events
Education
Service
Providers
Child Care
Facilitators
Care Application
Tax Return
Election Notice
Council Rent Notice
Rent Payment
Tax Information
Vehicle Reg. Notice
Government
Agencies
Extended
Families /
Friends
83
Family System
Prescription
Medical Report
Appointment Request
Medical Charges
Physician Details
Medical Payment
Health
Service
Providers
Job Contract
Employer Details
Remuneration
Job Application
Employer/
Potential
Employers
Fee Notice
Membership
Events Notification
Membership Application
Membership
Payment
News & Events
Purchase List
Purchase Receipt
Manuals
Price Payment
Warranty
Professional
Bodies/
Social
Groups
Grocery/
Product
Suppliers
84
85
family updating their skills can also be part of this process. During this period, parents
are responsible for maintaining regular communication with Education Service Providers
receiving forms, newsletters, periodical progress reports, invoices, and other details. It is
also required, on a regular basis, to monitor school events, schedule time to attend required
events and provide assistance with home studies, get money allocated and monitor academic
performance.
Household Maintenance
Definition 4.16 Household Maintenance includes all activities carried out by family member/s to maintain a house and vehicle/s, if any, that are functioning well to provide a safe
and comfortable environment and transport for the family.
The house may be owner occupied, leased or rented. Main tasks involved are
organising utility services, paying bills, recording equipment purchase details, organising
insurance and premium payment, monitoring and control lighting, security and HVAC,
undertaking cleaning and repairs of household appliances and vehicles if any, and organising
supply of consumables and other amenities.
Engaging In Occupation
Definition 4.17 Engaging In Occupation includes all activities carried out by family member/s to identify, obtain, prosper and maintain occupation with remuneration.
Adult members in a Family are engaged in occupation. This could be a business run by
the Family and in this case, custom made software is generally used for various aspects
of the system. This study considers cases where member/s of the family are engaged
in paid employment. This necessitates recording employer details, preparing applications
and resume, and storing appointment letters and other formal notifications received from
employer, recording and maintaining potential employers list, and monitoring job market.
Recreation and Social Life Maintenance
Definition 4.18 Recreation and Social life Maintenance includes all activities undertaken
by family members to organise social activities, and maintain social life.
86
This process is responsible for maintaining contacts with extended families, social
groups, and friends, and organising activities such as social gatherings, sporting events,
and holiday trips. The most important task is to record contact details, important events
such as birthdays, and anniversaries, update details, and record important correspondence.
Producing timely reminders and scheduling time to attend events are also part of this
process.
4.3
the processes described above is managed by one subsystem. Process operation requires
resources and interface to send/receive output/input. The subsystem is responsible for
resource management for the smooth execution of the process and has the necessary interface
allowing interaction with other processes and relevant External Entities. The subsystems
considered are:
1. Finance
2. Housing and Transport
3. Meals
4. Health
5. Education
6. Career and
7. Recreation and Socialisation.
Each of these subsystems interfaces with one or more other subsystems for the
overall smooth functioning of the Family System. The subsystems identified and Data flows
between subsystems and External Entities are illustrated in Figure 4.3. The use of subsystems is for the simplicity of further analysis and for the convenience of focusing on each
part at a time. It provides modularity for any future system development and implementation efforts in automating the processes. Detailed analysis of each of the subsystems is
carried out to reveal the subprocesses, input/output requirements, and interaction between
subsystems and External Entities.
Application
Invoice
Renewal Notice
Insurance Policy
Payment
Insurance
Providers
Government
Agencies
Product
Suppliers
Employer Details
Remuneration
Housing
&
Transport
Educational
Requirement
Product Information
Service Request
l
i
a
t
e
D
s
g
n
i
Tax Information
Election Notice
Council Rent Notice
Vehicle Reg. Notice
Tax Return
Rent Payment
n
r
a
E
News Letter
t
n
e
m
m e
o r
i
c
u
n
I
q
e
R
Manuals
Purchase Receipt
Purchase Payment
Purchase List
Care Application
Care Payment
Service Information
s
e
s
n
e
p
x
E
Expense
Utility
Approval Expenses
Special Notification
Product & Service Details
Monthly Statements
Transaction Records
Applications
Contact Details
Health
Expenses
Health Check Criteria
Membership Charges
Event Notification
Health
Service
Providers
Finance
Child Care
Facilitators
Prescription
Medical Payment
Appointment Request
Medical Charges
Physician Details
Medical Report
6
Payment
Approval
Weekly
Costs
Meals
7
Extended
Family /
Friends
Education
Service
Providers
Care Fees
&
s
e
e
F
Religious/
Social
Groups
Fee Invoice
Application For
Admission
School Fees
Leave Application
Parental Notes
Education
Potential
Employers/
Employer
Other Notification
Progress Report
Service Problem
Bill
Warranty
Finance
Service
Providers
Professional
Bodies
Job Contract
Job Application
Supply Charges
Communication
Facilitators
Fee Notice
Membership Payment
Membership
Events Notification
Membership Application
2
Career
Service Contract
Usage Bill
Fault Report
Supply Request
Contact Information
Bill Payment
Energy
Suppliers
87
Recreation
and
Socialization
Guest information
Receipt
Grocery List
Payment
Grocery
Suppliers
4.3.1
88
Finance Subsystem
Finance Subsystem is responsible for the smooth functioning of all sub processes
and tasks within the Family Process of Managing Finance. Additionally, this subsystem
has the logical data storage and interfaces to interact with all other subsystems, External
Entities and users, the resources to monitor income and expenses and produce appropriate
control signals.
One of the foremost requirements for a family is its financial stability. Sufficient
cash flow for the day-to-day operations, balanced budget, and strategic planning to achieve
long-term goals are essential for a happy and successful family life. Adequate finance is one
of the decisive factors in the general welfare of the family in obtaining all other needs such
as health, education, entertainment and social life. As we live in a cashless society financial
transactions are carried out using various methods such as pre-scheduled auto payments
from Bank accounts, credit card payments, bank cards, phone banking and internet banking.
Spending within income and making regular savings requires a well-planned budget, regular
monitoring and strict account keeping. Statistical data show that twenty-five percent of
Australian households experienced at least one cash flow problem in the previous 12 months
period (Australian Bureau of Statistics, 2004).
A family may face unexpected developments such as sickness, accident, changes in
employment and changes in Government policies, and economy. Efficient financial management is required for the family to take well-informed decisions to sustain financial stability
and growth. This subsystem has to interface with all other subsystems receiving input
on costing, sending output on approvals and feedback on monitoring. Finance Subsystem
interfaces with Career Subsystem to receive income details and other subsystems to collect
cost details, send approval or provide feedback.
There are four important subprocesses within the Finance Subsystem:
Financial Planning
Budgeting
Account Keeping
Scheduling and Monitoring
Each of these subprocesses requires a number of tasks to complete the subprocess
89
appropriately. The important subprocesses, Data flows and data storage requirement of
Finance Subsystem are shown in Figure 4.4.
The subprocesses, input/output requirements, interaction between subsystems and
External Entities are described in detail in the following sections.
Financial Planning
Strategic planning and setting long-term targets in terms of investment, saving, or
debt repayment are necessary for the financial stability of a family in the long term (Kenyon
& Borden, 2004). This is a complex decision requiring evaluation of options, forecasting
and appropriate input data. It is also required to collect and record data on expenses,
income, and current economic trends. It is required to collect and evaluate market related
factors affecting financial decisions, to compare available options, and to formulate strategies. Unexpected market fluctuations and variations to forecasted values of detrimental
factors make the strategic decisions more complex and critical. The basic requirement to
achieve essential financial stability is following a well prepared budget, having a spending
plan, saving plan and debt reduction if any. An emergency fund of 36 months expenses
is another basic requirement.
Budgeting
Preparing a family budget can be a complex task as it is required to consider
anticipated expenses related to all aspects as well as external factors such as inflation and
other variations. A budget may be required on a yearly basis and a monthly basis. Previous
terms expenses can be a basis to commence a budget. Data on expenses, cost estimates for
new items, and expected variations are required input for budgeting. These data need to be
collected and recorded consistently on a regular basis. There are expenses on basic needs
such as food, clothing, shelter and transportation. It is required to pay special attention to
discretionary expenses such as entertainment and variable expenses of eating out and the
purchasing of non-essential goods (Kenyon & Borden, 2004).
Creation of budget includes:
1. Calculation of regular monthly take-home income
2. Calculation of monthly expenses
90
Weekly Grocery
Costs
Meals
D1 Expense
Register
Insurance
Premiums
1
Housing &
Transport
Purchase Costs
Utility Costs
Repair &Service Charges
Govt. Fees &Charges
5.1
Collect and
Record
Costs
Education
4
5.4
Schedule
Payment
Medical Cost
Health
7
Recreation &
Socialisation
Expenses
D1 Register
Expense Detail
5.3
Income
Requirement
Scheduled
Payment
Payment
Schedule
5.2
Issue
Payment
Prepare
Budget
2
Career
Costs Detail
Earnings Detail
Income
5.5
Collect and
Record
Income
Income
D1 Register
Investment
Return
Tax Return
Social Security
Child Support
Figure 4.4: Processes Within Finance Subsystem
Finance
Service
Provider
Govt.
Agencies
91
4.3.2
Health Subsystem
Health Subsystem is responsible for the smooth running of the Health Care process
and all the sub processes within Health Care. Health Subsystem has to co-ordinate with
other subsystems such as Finance and Meals and has to communicate with related External
Entities. This subsystem has the logical data storage facilities to collect and record available
health related documents and information. This subsystem has the necessary interface to
interact with External Entities, other subsystems and users, as necessary.
Good health for all the family members is equally important for a happy family
life. General health is dependent on many factors such as balanced diet, regular exercise,
92
adequate rest and recreation. There are a number of subprocesses required within the Health
Subsystem and these include:
Monitoring and Control of Diet and Exercise
Obtaining consultation and undergoing medical treatment
Monitoring health check parameters
Collecting and storing health records
The above subprocesses and tasks involved, inputs and data storage requirements
and interaction with other subsystems are discussed in the following sections. The subprocesses and logical data stores are depicted in Figure 4.5. This subsystem has to co-ordinate
with Finance to provide information on health related expenses both for approval and budgeting.
Monitoring and Control of Diet and Exercise
Following well-formulated diet and exercise is a vital factor for maintaining good
health. A balanced diet may be formulated with the assistance of a health professional.
There could be health related constraints on consumption of food. Regular monitoring
of food consumption is required to follow a balanced diet within stipulated constraints.
This requires recording of formulated diet details and checking against the ingredients and
nutritional information of food consumed on a regular basis. These processes and data
storage requirements are shown in Figure 4.5. The Health subsystem has to co-ordinate
with Meals to ensure that health related restrictions on food are applied correctly. Dietary
intake also includes any intake of supplements (Pennington et al., 2007).
Study conducted in US has found that consumption of food away from home
has increased from one third of the total expenditure on food in 1970 to half in 2006
(Kyureghian, Nayga Jr, Davis, & Lin, 2007). It follows that it is essential to follow up on
food consumed at and away from home.
Regular exercise is as important as a balanced diet for maintaining good health.
This needs scheduling, monitoring and necessary consultation with health service providers.
93
4.1
Collect & Record
Provider Details
Physician Details
Health Service
Providers
4.2
Organise
Consultation
Appointment
Appointment Request
Appointment Time
4.3
Administer
Treatment
Medicine
Prescription
Medical Report
4.4
Record
Medication Details
Dietary Instructions
Record Exercise
and Diet
Instructions
Consultation Time
Provider Contact
Treatment Advice
Completed Treatment
Medical Records
Treatment Details
4.5
Exercise Instructions
Provider
D1 Register
Provider Information
Diet Constraints
Exercise Details
D2 Health Records
Register
Food Restrictions
Medical Charges
Payment
4.6
Collect & Pay
Medical Bill
la
vo
rp
pA
ts
oC
hlt
ae
H
ts
o
Cl
aic
de
M
4.8
Check Diet
no
it
p
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us
no
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do
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Finance
Meals
ari
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kc
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htl
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94
95
of these measurements and make it available to health service providers for further use.
4.3.3
Education Subsystem
Education Subsystem is responsible for all the processes and subprocesses under
96
3.1
Prospectus
ro
F
no
it
ac
lip
pA
no
is
is
m
dA
Education
Providers
3.3
Send
Application
Institution Details
Collect and
Record Info
on Schools
Selected
Institution
3.2
Compare and
Select School
Books
and Uniform
Details
Sort and
Purchase
Materials
Materials List
and Cost
Payment
Materials List
Invoice
Materials
Product
Supplier
3.5
Record Fees
Details
ilsa
te
D
se
eF
Payment
Details
3.7
News
Letter
Make
Payment
3.8
se
to
N
Costing
3.4
la
tn
er
aP
D1 Education Register
3.6
Fees Invoice
rto
pe
ltsu R
se sse
R rg
ic or
m
ed P
ac
A
Institution
Information
Collect and
Record Events
& Dates
Activity
Details
3.9
Schedule
Time
D2
Payment
Approval
Activity
List
Schedule
3.10
Record and
Monitor
Academic
Records
Academic
Records
D3
Academic
Records
Register
Calculate
Monthly
Expenses
Monthly
Costs
5
Finance
97
98
Paying Fees
Different countries have differing systems and substantial variations in government
funding for education. In some countries school education requires substantial fee payment
from parents and in this case parents need to collect invoice and organise payment of fees
and other related charges. This is a periodic task occurring mostly on a termly basis.
Monitoring Academic Progress
One of the difficult tasks is to monitor a childs progress in his/her school years,
understand the childs strengths and weaknesses and to take necessary action in a timely
fashion. Early intervention and timely action are necessary for a child having learning
difficulties or problems with adapting to the school.
Generally, school provides periodic reports on academic progress that may be
termly and yearly. Parents may need to compile these reports to obtain a bigger picture of
the childs progress and take necessary action if required.
4.3.4
tenance and this involves interfacing with Finance Subsystem to receive input on budget
and send details of expenses. The Housing Subsystem interacts with External Entities such
as Insurance providers, Energy Suppliers, Product suppliers, Communication Facilitators
and Govt. Agencies. This subsystem obtains user input required for the smooth running
of subprocesses and produces timely output.
This subsystem is responsible for executing processes that are required to maintain
a fully functional house with necessary appliances, equipment, energy and water supply and
heating, ventilation and air conditioning as required. This subsystem is also responsible for
all tasks required for maintaining family owned/leased vehicles.
The main subprocesses involved are:
Purchasing Equipment and Vehicle/s
Organising and Maintaining Insurances
Coordinating and performing cleaning and repair
99
Application
Insurance Policy
Premium Request
Premium Payment
Insurance
Providers
Renewal Notice
Insurance Provider Detials
Energy /
Water
Communication
Service
Providers
Product
Suppliers
Provider Contact
Fault Report
Service Contract
Supply Request
Usage Bill
Contact Information
Bill Payment
Purchase List
Purchase Payment
Manuals
Purchase Receipt
Warranty
equipment
100
1.1
Premium Details
Organise
Insurance
Insurance Policy
1.2
Record Provider
Details
D2
1.5
Purchase
Equipment
Government
Agencies
Costing
1.4
Calculate
Monthly
Expenses
Service cost
Service Contract
Materials List
and Cost
Product Register
Monthly
Costs
lsi
tae
D
tc
ud
or
P
5
Finance
Warranty
Supplier Details
1.6
Tax Information
Tax Return
Tax Claim
Election Notice
Rent Payment
Vehicle Reg. Notice
Council Rent Notice
ServiceRegister
Provider
Detials
1.3
Organise
Utility
Services
D1
Payment
Approval
Taxation Details
Returned Tax
Claim Tax
Return
Payment
Approval
1.7
Pay Land and
Vehicle
Registration
1.8
Perform
Cleaning
and Repair
Rental Cost
Vehicle cost
D3
Repair Expense
Repair Request
1.9
Organise
Servicing
ts
oc
tr
op
sn
art
dn
a
gn
is
uo
H
la
vo
rp
pa
ec
iv
re
S
101
102
ing of service usage are important. Global warming and climate change issues boost the
importance of the economical use of resources such as water and power.
4.3.5
Career Subsystem
Career Subsystem is responsible for the coordination and execution of the process
of Generating Income and necessary sub processes, resource management and allocation,
and interfacing with External Entities as well as other subsystems such as Education.
Adult members in a family are engaged in occupation. This could be a business run
by the family and in this case, custom-made software is generally used for various aspects
of the system. This study considers cases where member/s of the family are engaged in
paid employment. This necessitates recording employer details, preparing applications and
resumes, and storing appointment letters and other formal notifications received from the
employers, storing pay details, recording and maintaining potential employers list, and
coordinating with Education subsystem for updating skills.
As Employment may be the main source of income, Career subsystem is responsible
for providing input to the Finance regarding regular income and expected variations in
income.
4.3.6
ation and Social life Maintenance process, resources required for this process, and interfacing
with the Health Subsystem.
Busy families and other householders need recreational activities that may include
holidays involving national/international travel, sporting, short trips and any other activities undertaken for the purpose of recreation.
Recreation
A number of subprocesses are involved in organising, and undertaking a recreational activity. This activity could be regular or occasional. Some of the subprocesses
involved are:
Collect information
103
4.4
Meals Subsystem
Meals Subsystem is responsible for the smooth running of Planning and Preparing
Meals. Meals subsystem has to co-ordinate with the Finance Subsystem to ensure spending
on food within budget and it is required to co-ordinate with the Health Subsystem to ensure
appropriate diet within the measures of Health Care. This subsystem has to co-ordinate
with Recreation and Socialization subsystem to extract information for the correct planning
of meals on occasions when people other than family members are present.
A very detailed analysis of Meals subsystem is carried out in this section. The
DFDs have been used in analysis of the subsystems to reveal processes, input/output of
processes and interaction with External Entities. Use Case diagram is used for exposing
the user interaction as this facility is not available with DFDs (Object Management Group
Inc., 2004). Business process modelling techniques following Eriksson-Penker Business Extension to UML notation are used to develop Activity diagrams demonstrating the dynamic
nature of processes and the distinction between input for processing and control signal input
(Eriksson & Penker, 2000).
Meals planning and preparation are routine tasks in any household. A regular
balanced diet is necessary for the health and happiness of the individuals. This involves
104
knowing the needs of individual householders as well as the details of food consumed. As
lifestyle changes, increased amounts of processed food are consumed regularly. As a result of
this, the householder should know the ingredients to avoid unwanted or allergic substances
in the processed food and information on the nutritional value of the product. On average
a household consumes 1095 meals in a year at the rate of 3 meals per day.
Planning and preparing meals within a budget that fulfill nutritional needs and
personal preferences of all family members, as well as providing variety, is a time consuming,
complex, and routine activity carried out normally by a single person (Soliah, Walter, &
Barnes, 2003). A series of tasks are involved in planning and preparing nutritional meals
meeting preferences and health constraints of each of the householders and guests present
(The Nova Scotia Dept. of Aquaculture, 1997; Cox, 2000). The tasks listed below are
adapted from an education module developed by The Nova Scotia Agricultural College as
it provides a complete and logically coupled set of tasks. The main processes involved in
organising and managing food requirements of the family, the data required to be stored for
on-going use of different processes, interaction with External Entities and other subsystems
are shown in Figure 4.8. An ideal situation is pursued in this analysis and actual practices
may vary demographically and culturally. This can be applied to households with one or
more occupants even if they are not part of a Family.
1. Decide meals for the week
2. Consider available time to prepare each meal
3. Check available groceries stock
4. Select menu for each meal
5. Estimate nutritional value
6. Select recipes
7. Prepare pre-processed items list
8. Verify against allergic and restricted substances
9. Prepare grocery list
10. Select brand/make of processed food
D1
105
6.2
Prepare
Grocery List
Recipe List
Meals
Available Menu Options
6.1
Select Meals
and Menu
For Week
Menu &
Recipe
6.6
Get Meal Menu
& Recipe For
Cooking
Recipes
gn
ik
oo
cr
of
se
ipc
eR
gn
ik
oc
ro
F
ep
ic
eR
6.7
Prepare Used
Items List &
Update Stock
lsi
tae
D
no
it
p
m
us
no
C
do
oF
Selected Menu
Grocery List
6.3
Verify
Verified
Ingredients Grocery List
Health Check
Criteria
4
Health
Consumed
Items
D2
tis
L
yr
ec
or
G
we
N
sy
r
G
6.10
Cook,
Serve and
Clean
Grocery Order
List
kc
ot
St
ne
rr
u
C
ilsa
te
D
6.5
Estimate
Cost
Grocery Stock
Register
6.8
Prepare Items
for Cooking
r
Prepared Items eco
6.4
Produce
Grocery
Puchase List
R1
Grocery Stock
sy
re
co
r
G
6.11
Collect Grocery
Items
ts
o
C
de
ta
im
ts
E
lyk
ee
W
5
Finance
6.9
Update
Stock
Payment
Purchased
Grocery List
Grocerys
Grocery
Supplier
Grocery
Order
List
106
Meals Subsystem
Select Meals and
Menu
Prepare Grocery
List
Finance Subsystem
Estimate Cost
Home User
extends
Verify Ingredients
Health Subsystem
Produce Grocery
Purchase List
Update Stock
Grocery Suppliers
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4.4.1
envisaged Meals Subsystem representing the perceived functionality of a possible implementation, as shown in Figure 4.9. The actors of the system are Home User and other
subsystems that need to interact with the Meals Subsystem. The envisaged Meals Subsystem provides a number of functionalities to the householder by automating identified Soft
Processes. The use case diagram provides a clear view of user interaction and interaction
with other systems.
4.4.2
on people present for each meal including guests, and time available to prepare meals. The
meals considered are breakfast, lunch, dinner, and morning and afternoon snacks. Reasons
such as shortage of time to cook, unavailability, sickness or lack of appetite can result in
the option to eat out, consume take away food or cancel a particular meal. This can be
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4.4.3
with the information on preferences and constraints of people present for each meal. The
prepared meal should satisfy the individual needs of householders in taste and nutritional
value. The main factors influencing this decision are:
Individual food preferences
Health related personal constraints
Availability of time
Number of people present
Nutritional needs
Items in stock
Items to expire soon
tea
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et
ta
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ni
F
4.4.4
as well as the information on existing stock. A cost estimate for the list of items can be
calculated by obtaining prices from short listed outlets. Information on seasonal items is
also required. The estimated cost is to be within the set budget, or menus can be altered
to bring the estimated cost within the allocated budget as per the Finance subsystem. The
110
Cheapest outlet to purchase the weekly groceries can be located and this may vary from
time to time. Information on the make/brand of selected processed food for the chosen
menu can be stored for further use as this has been already verified for suitability.
There are a number of sub-processes involved in arriving at the grocery purchase
list for a week and these are depicted in Figure 4.12 with the necessary inputs.
4.4.5
Update Inventory
The inventory should be updated on purchase of items and consumption of items.
The planned meals may or may not be cooked and consumed as unexpected events can alter
the implementation of meals schedules.
Consistent updating of inventory as per consumption can provide information on
existing stock. An inventory can be accurately maintained by using information from the
recipes used, and the meals cooked as well as groceries purchased, and any items wasted
due to expiry. The details of this process are shown in Figure 4.13
4.4.6
cooking, cleaning and setting of appliances, making arrangement to serve the food, and
finally cleaning the dining area, kitchen and other appliances used. Grocery shopping is
a time consuming task that requires physical work. The selected menu with the designed
recipe is to be implemented on an ongoing basis for the implementation of the planned meals
to occur. The first part in each meal preparation is preparation of ingredients following
recipe and this requires intellectual and physical labour such as cleaning, peeling, washing,
cutting into smaller pieces, and grinding or mixing as required (Engelhardt & Goughler,
1997). The remaining activity is cooking by heating the prepared items as required. The
Meals Planning and Preparation process is completed by serving the meals to the listed
people and cleaning and washing the utensils and cutlery.
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tea
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4.5
between processes and External Entities, and also data storage requirement for later use of
data. The analysis results expose a large amount of data received and substantial information processing required in various Family Processes. Viewed from the right perspective,
the revelation is self explanatory in promoting the need for efficient home information management. This can be initiating a renaissance in the way data are delivered, collected and
stored, processed using middleware applications, and useful information delivered to the
home users.
Usually householders manage these processes from experience and often it is possible that practice is erroneous or not the ideal case. Efficiency and effectiveness of the whole
process greatly varies between households. Household management involves planning, decision making based on knowledge-based reasoning and expertise, as well as adaptability to
context and environmental factors.
4.5.1
involved in a family home. Information management includes data delivery, reception and
storage, extraction of appropriate information, archiving of historical records, deletion of
unwanted data, triggering of events based on alterations in data, and sending correct data
112
to processes. The analysis also reveals the dependence on communications received from
External Entities and the data extracted for the correct process execution.
This study categorises the information management tasks as Soft Processes by
definition. Further analysis is required to identify processes that should be automated,
technology needs and technology gaps in achieving automation. Automatically extracted
information can be used to control process execution.
4.5.2
this fact is also established by other studies. Considering the mobility of Home Users, the
execution of the identified Soft Processes for automation are not bound to physical location
of the home. Rather, they are logically bound to the home and Home Users require access
to information for various purposes while they are away from home also. This section
extends the process knowledge of what exposed by the analysis conducted in Section 4.2
by discussing the aspects of where, and when the process is used.
User Ubiquity
A Home User can be present in one of the places such as own home, work place
related situations such as conference, meeting, or public place such as airport, public transport bus or train, at a restaurant or a social gathering, in a friends place or a retail
store or a medical facility. A concept map depicted in Figure 4.14 is used to illustrate the
ubiquity of the Home User (Awad & Ghaziri, 2003). Depending on the situation informed
decision making, activities involving information use or updating of previously formulated
information, becomes essential.
Need for Ubiquitous Intelligence and Computing
These aspects introduce additional requirements to the information services that
include availing right information at the right time, and right place, empowerment with
decision support, implementing inferences or rules and knowledge creation for later use.
Therefore these processes can be carried out anywhere provided the correct information is
available. Well informed decision making is required all the time. Few scenarios provided
below illustrate such information use and update of already created information.
113
114
1. A Home User consuming food from a restaurant needs to select a menu within his/her
dietary requirements and constraints. It may seem easy for a user to avoid a food item
containing an unwanted ingredient; but it is an intelligent task to choose suitable food
items that meet nutritional and calorific requirements within the health constraints.
This needs consideration of previous meal/s of the day, health constraints of the user
and nutritional information of the food items.
2. A Home User roaming around a shopping center comes across a very good deal for
an equipment that is not currently budgeted for. An appropriate decision requires
cash flow check and budget modification. Even though account balance details are
currently available through internet banking, budget and future expenses needs to be
organised by the user and made accessible away from home. This is not an easy task
for everyone.
3. A Home User at work experiences some unexpected changes in his/her duties and
needs to modify the scheduled pick-up arrangement of the kids from school and inform
his/her partner. In a busy office situation usually staff may not get a chance to
communicate with their family members.
4. A Home User walks into a computer store to consult options for upgrading his/her
home PC. This requires information about the technical details and any previous
upgrades of the home PC.
The above scenarios indicate that managing home/personal life happens everywhere. Three of the most occurring aspects of home/personal life that happen anywhere,
anytime are decisions on food, money and time.
4.6
Chapter Summary
The Family System exposes the important processes within the Family and the
interaction with External Entities. The linkage of process usage to different stages of family
life can be used to formulate a taxonomy of Home Users based on behaviour rather than the
demographics. The model of FS can be used for further detailed analysis to explore process
automation needs, information management, and decision support to assist Home Users
in everyday life. This is the seed for triggering a broader Roadmap for HA by extracting
115
information on technology needs, technology alternatives and technology gaps. The process
knowledge obtained by this analysis is used in the next chapter to identify automation needs
of Home Users following specific lifestyle.
Chapter 5
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117
part of this study is called Requirement Elicitation of Future User by Systems Scenario
(REFUSS) and it integrates the knowledge obtained from system modelling and scenario
technique as detailed in the following sections. The terms User Characteristics and Process
Attributes used in the following listing are defined in a later section.
REFUSS consists of the following steps:
1. Formally define a process exposing its operational aspects from the users perspective
2. Formally define a user with User Characteristics that influence process use
3. Derive future values for User Characteristics
4. Relate the user and process based on their formal definitions and plausible future
values of User Characteristics
Steps 1-4 above can be used to identify process automation needs based on the
knowledge of processes of known specification used by Home Users with defined characteristics. Step 4 can be used to understand emerging process automation needs.
This method uses three components:
A system modelling the current processes within the system, input and output of the
processes, and identified process attributes providing user perspective of the process
operation.
Scenarios depicting future lifestyle and plausible user characteristics.
Generic rules relating process attributes to user characteristics.
Section 5.1 details a method to formally define the processes. Section 5.2 establishes a formal definition of users that can be used to logically relate the user and process. Section 5.3 describes the derivation of future user characteristics from information on
lifestyle. This section also describes the application of scenario technique to derive future
lifestyle. Section 5.4 formalises the identification of processes for automation by systematically relating the defined properties of users and processes. Section 5.5 demonstrates the
application of this method to identify processes requiring automation.
5.1
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Process Definition
The current process knowledge is the basis: to achieve this, it is essential to have
a system model depicting processes, input/output and the operational requirement of the
process. In this study a process is not considered as a stand alone entity. A process belongs
to a system and is dependent on the system for interface and resources. The system model
allows the addition of new processes or the deletion of existing processes during review.
The system model is developed by incorporating all basic and essential processes that are
less time variant. The reliability of this method depends on the system model providing a
top-level view encompassing all processes.
Let SP be the identified system, and P be the set of processes within the system:
P = {p0 , , , pi , , , pn }
(5.1)
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5.1.1
the users point of view using generic and simpler terms. There could be very detailed
and complex information related to a process that may provide information on the input
requirements, format of input, outputs generated, quantity and quality of resources required,
and interaction of the process with other processes or subsystems. These factors can distract
an analyst or system designer from focusing on the operational aspects of the process,
required for achieving effective process completion producing quality output, from the users
point of view. The interest here is only in those operational aspects of the process that are
detrimental to the effective completion of the process and that are to be supported by the
user. Such operational process requirements have a direct impact on the process use by
specific user.
All the processes from the developed system model are listed with corresponding
Process Attributes.
Let ai be the set of Process Attributes for a particular process pi and this can be
represented by the set given below.
ai = {ai0 , , , aij , , , ain }
(5.2)
where 0 < j n.
For every process pi in the set of identified processes P there exists a number of
Process Attributes and this set is defined below.
A = {pi | pi P ai | aij ai 0 < i n, 0 < j n aij }
(5.3)
(5.4)
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where 0 < k n.
These operational requirements are to be met by the user.
5.2
User Definition
Two aspects need to be derived for the definition of user: the current user and
the evolution of the future user. The purpose here is to understand and define the user in
simple and generic terms such that the process and user can be related. This study refers
to users as individuals or Family members who are Home Users in use of one or more of the
Family Processes.
Definition 5.21 User Characteristic is a variable that partially describes the state of a
user.
The range of values is dependent on the lifestyle followed and it influences the use
of Family Processes.
An example of a User Characteristic is the emotional state of a user. This can
take one of the values of happy, sad, stressed, or relaxed. The values of User Characteristics
are identified to understand the users in their daily life and thus relate to their perspective
of process use.
Let C be the set of User Characteristics for a user following a lifestyle of interest.
C = {C0 , , Ci , , Cn }
(5.5)
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(5.6)
5.3
cisions for products and services that will meet future market needs. Future market needs
and consumer demand depend on the lifestyle that will be followed at that point of time.
The future is uncertain and unpredictable, thus can create investment risk. It is critical to
develop understanding of future User Characteristics in a formal way that can be used for
identifying market needs. This information can be used for identification of products and
services meeting the market needs and for formulation of current technology investment
strategies, as well as for later re-assessment.
Scenarios are used as a tool to learn about the future by creating holistic and
integrated images (Ratcliffe, 2000), thus providing the decision makers an exposure to
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major influence factors and their interactions. Scenarios facilitate the creation of alternative
futures in a cause-effective way. The lifestyle of Home Users is influenced by large numbers
of external factors that are dependent on social, economical, and political developments.
The scenarios developed here are used for two purposes:
1. To systematically learn the future Home User lifestyle, the resulting User characteristics and the emerging process automation needs
2. To develop a method with formal reasoning to re-assess future trends.
5.3.1
Scenario Development
As the future is unknown, forecasting or trend analysis based on currently known
factors can produce only one futuristic vision. Scenarios built around a number of factors,
issues, and interaction between them provide a means to visualise different plausible futures
and use this vision to learn, think and carry out further research on the evolving future requirement in core technology investments. This allows an iterative process of incorporating
changes to the temporal variations to the norms used, thus re-assessing the futures. The
alternative visions assist the strategists to explore a range of futures with richly detailed
information so that they can be prepared for any surprising shift from the expected future.
The scenario development method described here is as per van der Heijdens approach (Heijden, 2005). Initially a large set of Environmental Factors that influence the
lifestyle of Home Users are taken. These factors not only influence the user, they influence
each other. Factors that have a major influence on other factors are taken as high impact.
Factors that are highly influenced by others become uncertain in their influence on the
users due to their own variation. These are taken as highly uncertain. An NxN influence
matrix is created by assigning numerical values to the amount of influence a factor can have
on another factor, where N indicates the total number of factors. This matrix is used to
calculate total impact or uncertainty of each of the factors.
Let M be the matrix. The total impact I of an influence factor i on other factors
can be obtained by
n
Ii =
Mi,j
j=1
(5.7)
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A high value of Ii is indicative of the high impact of this factor on other factors
as well as on the future.
The impact of other factors U on an influence factor i can be obtained by
n
Ui =
Mj,i
(5.8)
j=1
where Mj,i is the impact of factor j on i. A high value of Ui implies that i is less
predictable or highly uncertain.
Driving Forces
The total impact/uncertainty factors obtained from equations 5.7, 5.8 are ranked.
This can be easily achieved by plotting total impact/uncertainty values in a two dimensional
space called an Impact/Predictability Graph. Factors that have extreme values become the
critical influences or uncertainties, as these are the most important in setting the future
trends; being highly unpredictable can twist the expected trend. The graphical space is
divided into four quarters using the range of values from one or two most varying factors.
The factors having values in the top right quarter of the Impact/Predictability Graph are of
interest as these are of high impact and low predictability. The most influential/uncertain
ones of these are called the critical factors.
The major factors responsible for setting or twisting the future trends are called
driving forces. These are the underlying factors responsible for the critical factors. A
deductive approach is used in structuring the scenario set where scenarios are specified in
terms of scenario dimensions that are scoping outcomes of a few (two or three) driving
forces. When there are many driving forces these are grouped into two, known as scenario
dimensions; the major trends are obtained by contemplating the resulting outcomes from
the variations to the scenario dimensions. A horizon year is chosen as the cut-off year for
the scenarios. The scoping outcome is the expected values the driving forces may reach
by the cut-off or horizon year. Scenarios are used to build different futures by assuming
both positive and negative variations to the two scenario dimensions and the associated
underlying factors. This can generate four scenarios. Three different worlds are constructed
that depict lifestyles that are extremely dissimilar. The fourth scenario reflects the history.
5.4
124
to the current system and the future user characteristics. The requirement is to identify
processes to be automated for the future users. This process information could be derived
by relating the future User Characteristics to the Process Attributes.
5.4.1
as this is a dynamic set that can acquire values from different sets. The acquired values
depend largely on the lifestyle. Once a lifestyle is chosen, a set of User Characteristics
with appropriate values is generated. The generated list of User Characteristics is then
used to derive the set of Demanding Process Attributes. As discussed in Section 5.2 a User
Characteristic indicates or maps to any constraint/s experienced by the users following a
specific lifestyle. A Process Attribute indicates the operational requirement to be met by
the user.
For every characteristic Ci in the set of identified User Characteristics C, if a
corresponding User Constraint is a Process Operational Requirement with specific Process
Attribute, that makes it difficult for the user with the specific characteristic to execute the
process. Such Process Attributes are chosen as Demanding Process Attributes.
(5.9)
A process with values of Process Attributes matching to one or more values in the
set of Demanding Process Attributes is of interest as it is difficult for the user to accomplish
this process with the identified set of User Characteristics.
The relationship of User space, Process Space and derivation of processes for automation are depicted in Figure 5.1. This Figure depicts a number of selected User Characteristics listed as C3 , C11 , C17 , and C6 . User Constraints corresponding to one or more of
these characteristics are shown as T31 , T61 , T111 , T171 , and T63 . Operational requirements
for one or more of the Process Attributes of A31 , A40 , A42 , and A61 are shown as r311 , r401 ,
r421 , r312 , and r611 . In this example, the listed constraints are matching to the operational
125
requirements. Therefore these process attributes are chosen as the Demanding Process Attributes for the selected set of User Characteristics that belong to the set of specific Users
as indicated in the Figure 5.1.
5.4.2
Processes to be Automated
The set of processes that are target for automation are the ones with the Process
Attribute values matching to any in DP A. The target set of processes for automation,
obtained from the above derivation, is given in the set below.
P A = {pi | pi P aij | aij ai aij DP A pi }
(5.10)
Here the implication is that by understanding the factors affecting User Characteristics, mostly from a prevalent lifestyle, followed during a period of time, a sizable segment
of market may have the same automation needs.
5.5
automation that can be suitable for the envisaged future market. The demand for HA
products and services are invariably dependent on the Home User requirements emerging
from the prevailing lifestyle. There are many Environmental Factors influencing lifestyle
changes. Impact on demand for the HA products and services, due to alterations to these
factors, is unpredictable.
REFUSS, as detailed in the previous sections, provides a systematic and formal
way of deriving process automation needs. The application of REFUSS requires a system
model with identified processes. The Family System reference model developed as part
of this work and the detailed analysis carried out in Chapter 4 identify processes. The
Process Attributes can be derived from this information. The following section details the
development of scenarios in order to formulate the future User Characteristics.
5.5.1
and the major factors influencing these lifestyles. A clear understanding of these helps
User Constraints
C1
C2
C7
C9
C8 C10
C5
C13 C17
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Process Requirements
r311 r401
r421 r312
r611
C3
A11 A33
A32
A40 A41
A42 A12
C3 C6
C11
C11
C17
A31
A40 A42
AA6142
Demanding
Process
Attributes
System with
Processes
Users
PP13
P
PP26 4
P3
P4 P11
P5 P7
P8 P9
P3
P4
P6
Processes
Needing
Automation
127
strategists to take right decisions regarding technology investment for product development.
Scenarios depicting future life styles are developed from identifying and correlating a number
of factors collected. The goal here is to explore plausible lifestyles that may evolve in the
next 10 to 15 years. The scenarios described in the following sections have been developed
following the steps described in section 5.3.1.
Initially a large number of factors that are issues or trends are identified, with the
intention of detecting all Environmental Factors that influence home lifestyle setting trends.
As the purpose is to prepare for the unknown future, a global perspective covering all areas
is taken.
In order to build the foundation for the different scenarios, the Environmental Factors listed below are considered. This is not an exhaustive list; it is filtered to accommodate
only the factors that have major influence. These factors include:
Social
working parents
reducing housework time
employed single parents
use of processed food
increasing number of home appliances
desire for more leisure time
diet related diseases
period of formal education
desire for quality of life
work pressure and stress
increasing necessary services
Economical
credit card debt
energy cost
easily available credit facility
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cost of education
job insecurity
housing cost
Political
globalisation
dynamic job market
increased mobility
information overload
Ecological
water scarcity
resource shortage
global warming
need to reduce carbon emission
The impact of a factor on another factor is indicated by a numeric value ranging
from 03 inclusive, 0 indicating no impact and 3 indicating high impact. An influence
matrix is created as described in Section 5.3.1. The total impact/predictability for each of
the factors is calculated using the matrix and applying the expressions given in Equations
5.7 and 5.8. These values are plotted in a two-dimensional space of the XY plane consisting
of impact on X-axis and predictability on the Y-axis. The whole two-dimensional space is
divided into four quarters. The most interesting factors are the ones of high impact and
low predictability. These factors are located in the top right hand quadrant of the graphics
space. Referring to Figure 5.2, the following factors are found to be the critical factors of
high impact and low predictability.
Working parents
Cost of living
Desire for leisure time
Wish for good quality of life
Low
Predictability
High
129
Chapter 5: Scenario Based Future User Requirements Elicitation
Low
Processeed
Food
Household Debt
Prolonged
Formal
Education
Globalisation
Resource
Shortage
Impact
Working Parents
Leisure Time
Quality of Life
Cost of Living
Necessary
Services
Dynamic Job
Market
Work Pressure
and Stress
High
130
5.5.2
Three Scenarios
In case of scenarios, the past and present are used to create the most predictable
future. The purpose is to create more than one future. The driving forces are grouped
into two trend-setting factors of busy leisure loving society and living costs; these are taken
as the dimensions of the scenarios. The horizon year is chosen as 2020. It is logical to
131
Variation One
15-20% increase
in Employed
women
Variation Two
15-20%
increase in
Employed
women
Variation Three
20-30% decrease
in employed
women
Cost of
Living
reduces
by 5%
increases
by 5%
Increases
by 5%
Driving Forces
Skill level of
women, smaller
family size
work pressure
Desire for more
leisure time
Housing costs,
energy and water
costs, cost of
education, many
necessary services
create scenarios by contemplating alterations to these factors in both positive and negative
directions deviating from the trend. Contemplating positive or negative changes to the two
dimensions in association with plausible variations to the underlying factors results in four
scenarios. The factors and the contemplated changes are provided in Table 5.1.
The best-case scenario is developed by allowing positive variations to one of the
dimensions that is most desirable and negative variations to the other dimension. This
gives rise to Variation One resulting in Scenario One as indicated in Table 5.1. The most
probable scenario is worked out by allowing variations to the chosen factors following the
current trend, as Variation Two leading to Scenario 2. The worst case Scenario is worked out
to be extremely dissimilar to the current trend by allowing a substantial negative change
to the most critical factor and contemplating changes to other factors in this direction.
This is indicated by Variation Three resulting in Scenario Three. Scenario Four depicts the
history where both factors have negative changes, which is not discussed in detail here. The
scenarios are illustrated in Figure 5.3.
The following three scenarios are created by using the plausible impact to lifestyle
if any one set of the above listed changes occurs. Scenario Two depicts the future that
may evolve following the trend; this is the most expected. The other two scenarios can be
used to visualize futures in case of a surprise shift to the trend-setting forces due to some
unforeseen reasons. The three scenarios and the dimensions are shown in Figure 5.3.
132
Busy Leisure
Loving Society
Automated
Home with
Reduced
Resource Use
Low Living
Costs
History
Fully
Automated
Home
High Living
Costs
Homes with
Low
Automation
Society for
Sustainability
133
134
5.5.3
most expected. As the method used is formalised and the generic information on User
Characteristics and Process Attributes are worked out, the automation needs for other scenarios can be derived any time as and when required. It is quite possible to modify the
automation needs based on signals of deviation from the expected future.
Derivation of User Characteristics and Process Attributes
A number of User Characteristics are listed below, and based on these, different
values can be chosen from the enumerated list as per the lifestyle followed. These are the set
of User Characteristics that have a closer relationship with the process use. Each scenario
described above produces a different set of values.
The User Characteristics include:
Engagement: {hectic, busy, mostly busy, free}
Emotional state: {stressed, tired, relaxed }
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136
value
time-consuming
erratic
laborious
routine
complex
Requirement
Time
attention
labour
regular attention
skilled operator; concentration
Selection of User Characteristics with the associated values listed above are also
established by other studies which reveals that working parents feel stressed, lack free time,
and engage in work related travel often being away from home (Beech et al., 2003).
Each of the above User Characteristics is indicative of certain constraints in process
operation. These constraints include
Time
Concentration
Physical labour
Operational skill
Regular attention
Remembrance
For the Home Users having the above characteristics the following Process Attributes become demanding. The set of Demanding Process Attributes for the above set of
User Characteristics can be decided logically by going through each value and considering
the possibilities.
A number of Process Attribute values used here are defined below for clarity.
Definition 5.25 Complex Process: A process operation becomes complex to the user if it
involves one or more of the tasks of accumulation of input data over a period of time, evaluation and selection of input, analysis and decision making for processing or cumbersome
and lengthy processing.
137
DPA
Update Stock
Prepare grocery List
Select Menu and Recipes
Plan and Decide Meals for a Week
Prepare items for cooking
Cook
House Cleaning
Clean utensils and kitchen
Budgeting
Monitor diet
Account Keeping
Monitor Exercise
Financial Planning
Schedule Payment
Monitor Study Progress
Monitor and Control Expenses
Monitor Health Parameters
Schedule and attend School Events
Update Inventory of Equipment
Monitor and Follow Equipment services
Reord and update service providers
routine
routine; time consuming
routine; time consuming
routine; time consuming
routine; time consuming
routine; time consuming
routine; time consuming
routine; time consuming
complex
routine
routine
routine
complex
routine; complex
routine; complex
routine; complex
routine
time consuming
complex
erratic
neglected
Process
Type
Soft
Soft
Soft
Soft
Hybrid
Hybrid
Hybrid
Hard
Soft
Soft
Soft
Soft
Soft
Soft
Soft
Soft
Soft
Soft
Soft
Soft
Soft
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Definition 5.26 Time consuming Process A process operation becomes time consuming for
the user if it involves 15 minutes or more of interaction, or attention required from the user
such that the user is withheld from fully engaging in any other activity.
Definition 5.27 Routine Process A process operation becomes a routine activity for the
user if it requires repetition at the minimum of daily, weekly, or fortnightly basis.
Processes with the following Process Attribute values become demanding to complete as the Process Operational Requirements of these processes are matched to one or
more of the User Constraints listed above. The set of Demanding Process Attributes and
corresponding operational requirements are shown in Table 5.2. Definitions for Soft, Hard
and Hybrid process types are provided in Section 4.2.
Considering each of the User Characteristics, it is found that the associated constraint is a process requirement of Processes having the listed Process Attribute. Therefore
processes with the above Process Attribute values become demanding to complete.
Using the analysis results of the Family System, all the processes within various
subsystems are listed with corresponding attributes. The set of Demanding Process Attributes derived above is used to arrive at the list of processes to be automated. The results
obtained are given in Table 5.3.
5.6
Chapter Summary
This chapter has introduced the new method of REFUSS developed as part of
this research. REFUSS provides a systematic and theoretically founded method to derive
user requirements by relating process and user knowledge. To extend the user requirement
elicitation to future user needs, REFUSS integrates the application of scenario technique.
The development of REFUSS is done following a number of steps and formally defined terms. This chapter also defines the terms of Process Attributes, User Characteristics,
and Demanding Process Attributes and these terms are relevant for any complex systems.
The user requirement elicitation based on the process and user related factors enables a
review of automation requirements in case of changes in process needs or User Characteristics. This method produces a list of processes for automation with formal reasoning and
concrete justification. This chapter has presented three interesting and revealing scenarios.
These scenarios expose plausible deviations to the current and anticipated future lifestyle.
139
The scenario development also provides information on influential factors that can twist the
present trends.
Chapter 6
140
141
tionality and introduce the additional task of keeping track of separate user details for each
service provider and accessing different websites. Another disadvantage is that the Home
User cannot easily collate different pieces of information from various locations for further
coordination and use.
This study introduces the concept of an Ubiquitous Intelligence System for Home
and Personal Life Management or in short UbiHoPe that facilitates the automation of identified Soft Processes. The purpose of the conceptual model UbiHoPe is to understand the
framework for a system supporting automation of input, process implementation, and delivery of output from the Soft Processes. This work proposes a conceptual model named
eHome that is the central unit of the UbiHope providing the necessary resources and functionalities facilitating automation of the processes. The eHome model is used to understand
the software and hardware components required for the automation of the identified Soft
Processes.
Section 2.7 provides a brief overview of related work describing the theoretical aspects of intelligence, context and ubiquitous computing applied later in the chapter. Section
6.1 discusses the services that can be provided to the Home Users by automating the Soft
Processes. Section 6.2 introduces UbiHoPe and illustrates the architecture. This section
also introduces the concept of eHome. Section 6.3 discusses the software and hardware
requirements for eHome. Section 6.4 discusses the issues in implementing the UbiHoPe and
eHome concepts.
6.1
Automated Services
The Soft Processes identified for automation using REFUSS belong to five differ-
ent subsystems Finance, Meals, Education, Health, and Housing and Transport. The
subprocesses, and input/output details of the subprocesses within each of these subsystems
are provided in Sections 4.2 - 4.4. As per the analyses provided in these Sections the Soft
Processes are intellectual tasks that involve use of information, knowledge based reasoning
and decision making. Therefore, from the usage point of view, the automation of the Soft
Processes should deliver services that can be classified into three groups that are information, knowledge and intelligence. In addition, there is need for receipt and storage of data
from External Entities as well as data produced by subprocesses as depicted in the DFDs
provided in Chapter 4.
142
Based on this, the automation needs to deliver the following category of services.
1. Data Collection and Storage
2. Information Service
3. Knowledge Service
4. Intelligence Service
These services and associated functionalities are discussed in the following sections.
A number of terms used in the discussions in this chapter are formally defined for
clarity and simplicity.
Definition 6.28 Data consists of one or more elements having specific values, from a range
of values, required as process input or produced as process output and can be represented
electronically.
Definition 6.29 Data Source is any electronically representable material containing Data.
Definition 6.30 Originator is any External Entity, Home User, other person, system, or
application that creates or owns Data or a Data Source.
For example a utility bill is a Data Source and there are various Data embedded
in this Data Source. These include payment details: payment due date, payment amount,
and bill reference number. There are other Data included in this Data Source that may be
used for processing such as usage details. The Originator in this case is an External Entity
who is a service provider. The Soft Processes require Data from Data Sources such as bills,
purchase receipts, warranties, manuals, news letters, insurance contracts, payment receipts,
school reports, medical reports, mortgage documents, application forms, taxation related
documents, pay slips, recipes, invoices, and statements from financial institutions.
Personal details of Family members are also required for Soft Process execution
and examples include food preferences, work schedules, diet constraints, important dates,
details of extended family and friends. An example set of various Data Sources, Data
involved, input frequency, and the Originators involved are listed in Table 6.1.
Currently, these Data Sources are mostly electronically generated, but are provided
to Home Users in printed form; however, there is a gradual shift to electronic delivery.
143
Mostly, delivery of these Data Sources is Originator initiated. The Originators use a variety
of software applications/systems for creating these Data Sources; these may include database
applications, web based tools, or domain specific specialised software applications. The Data
Collection and Storage service is required to collect and store the Data Sources electronically
and to extract the required Data from these Data Sources for facilitating process input and
future use by the Home User.
6.1.1
both processing and control. The goal of automation should be nil to minimum manual
data entry by the Home User. This is the most critical, but problematic, aspect of achieving
automation. To achieve this goal, the required functionalities include:
1. Collection and Storage of Data Sources
2. Extraction of Data from Data Sources
3. Automated Communication
144
Data
Meals Details
Menus
Food Preferences
Diet Constraints
Recipes
Grocery details
Ingredient List
Nutrition
Information
Academic Result
School events
Utility charge
Govt. Fees
and Charges
Wages
Grocery Expense
Repair, services
Insurance
premium
Allowances
Tax Return
Medication
Frequency
Configuration
Configuration
Configuration
Configuration
Configuration
Weekly
As required
As required
Subsystem
Meals
Meals
Meals
Meals
Meals
Meals
Meals
Meals
Originator
Home User
Home User
Home User
Home User
External Entity
External Entity
External Entity
External Entity
Termly
Weekly
Quarterly
Quarterly
Education
Education
Finance
Finance
External
External
External
External
Entity
Entity
Entity
Entity
Fortnightly
Weekly
As required
Monthly
Finance
Finance
Finance
Finance
External
External
External
External
Entity
Entity
Entity
Entity
Monthly
Annual
As Required
Finance
Finance
Health
External Entity
External Entity
External Entity
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FR (For Records)
A Data Source that needs to be stored only for record purposes belongs to this category. An example is a payment receipt.
FIR (For Information and Reference)
A manual received is for information and future reference only, belonging to the category of FIR; the facility to easily access a particular part of the manual is the requirement.
The processing required and the amount of Data to be extracted vary a lot based
on the above classification.
The correct categorisation of Data Sources requires the system to extract some
document-specific information. What information can the system use for correctly identifying the category of retrieved Data Source? This information could be based on the
document content, Originator, time, type of document or a combination of these. How can
this information be obtained? What search criteria can be formulated for user accessibility?
There should be well-formulated criteria to remove or archive an existing Data Source.
Data storage is required for Data Sources received from Originators who are External Entities, Home User generated data, and data generated during processing required
for later use. In the absence of Originator initiated delivery of Data Source this service
needs to initiate communication with the Originator and obtain the Data Source/Data.
Automated Communication
There is a need to facilitate automated communication for two types of input Data.
The first type is Data required from Data Sources that are not sent by Originator initiated
delivery. The second type is context dependent and temporal Data. These Data collection
details are discussed below.
This service needs to detect and initialise communication to collect Data Sources
when there is an absence of Originator initiated delivery. An example is the collection
of Data related to purchased grocery items. The Ingredient List (IL) and Nutritional
Information (NI) are provided by the manufacturer for processed food; these details are
required for dietary analysis, and the monitoring and control of diet as discussed in Section
146
6.1.2
Information Service
This service is significant for facilitating effective access to all Family related infor-
mation to the Family members and related agencies as permitted. By availing this facility
this service becomes the Familys/individuals single access point for all necessary records
such as invoices, purchase details, warranties, contracts, insurance policies, and certificates.
This service provides a digital repository for statistical reports and other information such
as medical history.
Some examples of statistical reports are listed below.
Statistical Reports
1. Yearly energy consumption
2. Half-yearly mobile phone expense
3. Annual fuel expense
4. Annual transport expense
5. Annual consumption of cleaning materials
6. Annual consumption of specific grocery item
7. Annual consumption of processed food
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6.1.3
Knowledge Service
The purpose of this service is to empower the Home User to be proactive in avoid-
ing known problems with technology assistance. These include problems in managing time,
finance and a balanced diet. The Soft Processes that can be of assistance in dealing with
these problems include payment scheduling, scheduling of time for attending school events,
scheduling of equipment servicing, budgeting, and meals planning involving selection of
148
Biller
Origin 1800
Council 78550
Primus 28650
RACQ 58350
MBP 230045
Loreto 373266
Bill No
77637909
50001014
31983181077
51963181000
60002014
21960
Amount
235.60
580.35
180.50
112.50
87.50
1200.00
Due Date
6-11-08
07-11-08
22-11-08
24-11-08
12-11-08
2-11-08
meals, menus and recipes. The scheduling requires evaluation of conditions and implementation of rules that involves application of Computational Intelligence (CI) converting the
Data to applicable knowledge. Time scheduling may require evaluation of the availability
of Family members, the time required for the task completion, and the urgency to complete
the task.
Example Services
The examples given below demonstrate the use of knowledge services for enhancing
the Home User tasks.
Payment Scheduling
The payment schedule should enable the correct payment in time within the constraints of available funds and problem-free cash flow. Initially Data need to be
extracted on the required payment from Data Sources such as bills, and invoices to
generate information on payment as shown in Table 6.2. There can be problems to
avoid, while the payment needs to be completed. These problems may include cash
flow and credit-related issues. A Home User may not want to exceed certain credit
limits. At the same time there could be constraints within which the payment needs
to be completed. These constraints may include currently available funds, required
funds, and receivable payments. It is required to create applicable knowledge using
the extracted information by scheduling payments within the constraints of current
account balance, saving plan, debt reduction plan if any, income, and avoiding cash
flow problems. The generated schedule enables the Home User to make payments in
time; this reduces inconveniences or risks associated with mismanaging payments.
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Meals Scheduling
Taking another example of meals planning, there are a number of factors to be considered such as available time for cooking, persons present for each meal, any guests
present, their food preferences, grocery items nearing expiry and dietary restrictions.
Built-in rules and inference are required to produce a meals plan that meets the
requirements. A well formulated meals schedule for a week provides applicable information or knowledge to prepare the meals.
By providing integrated information on many of the tasks to be carried out by
Family members, this service facilitates easy coordination between family members. For
example Family members can share the meals plan and share cooking tasks in an informed
way. Also, it provides assistance with re-scheduling on variations to the scheduled activity.
6.1.4
Intelligence Service
This service enhances decision making by providing context-specific knowledge.
This service uses the already formulated information and knowledge in association with
derived context to produce context specific messages or signals. An example is delivering a
warning message on an attempt to purchase an item that exceeds budgetary measures.
Generation of warning messages or control signals to trigger events requires context
derivation. This service needs to infer intelligence by associating context to already existing
knowledge. For example the generated payment schedule builds knowledge on funding required at various times. Having this knowledge, a purchase request made by the Home User
can be approved or disapproved. Here derivation of context and use of existing knowledge
are required to produce the message, the context being the task of purchasing and time.
Also this knowledge could be used to produce a reminder message to make the payment in
time or to organise funds. In this case the knowledge and context of time is used to produce
the intelligent advice.
The requirement for ubiquitous intelligence can be understood from the full context
information. The above example used the task as contextual information. The spatial and
temporal information related to this task are also important. The purchase request can
be made as part of planning done at home, or in a shop after seeing the item, or at the
time of purchasing the item and making the payment. In this case the knowledge from the
payment schedule is used at home, inside the shop or at the counter. In the first two cases
150
the intelligent advice is produced in response to user request; the third case provides an
example use of ambient intelligence as it is produced without effort from the Home User.
Monitoring and control of personal diet: an example
For complete dietary monitoring it is essential to include food consumed at and away
from home. Details of food consumed away from home need to be obtained from the
specific food purchase place. This requires identifying the user, and obtaining details
of food purchased name, and serve size. Food consumed at home can be established
from the meals schedule followed or from the grocery purchase and consumption. Such
accumulated data can be used to produce statistical information on individuals diet
that may be valuable input in the case of a person having diet-related health issues.
There are several free online databases providing food composition and nutrition facts;
one of the prominent ones is International Nutrient Databank Directory maintained
by National Nutrient Databank Conference (Pennington et al., 2007). On availability
of food consumption details, the rest of the data for dietary analysis can be extracted
from these databases and integrated. The diet restrictions and food purchase can
be monitored and controlled with context specific messages or control signals. The
implication is that a Home User could obtain a personalised menu at a restaurant or
could obtain warning messages on food purchases that is unhealthy.
Control can be established in two ways, by application of ambient intelligence or by
user alert. In the former case, control signals are generated based on in-built rules without
the need for the Home User to initiate specific requests. In the latter case, the responsibility
is transferred to the user by the requirement to input specific requests.
The two options of implementing control necessitates the Home User to choose
situations where control is required, and others where the Home User receives an advisory
message rather than a control signal. There can be varying levels of control such as warning
messages, alerts, or refusal of service. The requirement is to have the right information,
at the right time and right place. This can be achieved by ubiquitous intelligence and
computing.
Messaging
A very common phenomenon in daily life is forgetting already scheduled commitments, especially when people are under various pressures. This service is required
151
to produce messages that could be timely reminders for tasks already scheduled, warning
messages on deviation, or information messages on other family members status on activities. These messages provide the Home User with intelligent advice that is context specific,
appropriate to the time and place.
Currently available systems can produce less context specific messages at the cost
of consistent data entry from the user. This service needs to automatically generate these
messages based on the already generated information and correctly derived context of time,
place and task related information. For example an already generated payment schedule
can be used for automatically generating reminders on required payment on the date of
payment or alerts on funding problems.
Flexibility or Overriding facility
In most cases the process automation introduces a certain amount of structure to
the home and personal lifestyle. In a home environment, Home Users generally follow a
structured lifestyle, but not always.
One of the most important requirement for a system enabling the services discussed
in previous sections is to make the final output and the reasons/rules for arriving at that
output known to the user as well as provide easy overriding facility for the Home User. The
reason for this requirement is discussed here.
In spite of providing assistance to the Home User, the automated services have a
mixed flavour of control and support; the control happens by formalising and structuring
individuals behaviour within pre-set rules. On the other hand, the user obtains support in
organising, scheduling and coordinating activities in an informed way. There can be three
situations where the generated control or advisory message may not be welcomed by the
user.
These include:
1. The inference goes wrong
2. User desired deviation to the set pattern
3. Lack of available input
Establishment of control facility using built-in rules and inferencing produce issues
of unwanted or unnecessary control signals produced by the system; these can be annoying
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to the user. Therefore, easy overriding facility is an essential requirement in the case of
pre-set control signals.
6.2
cussed in Section 6.1 for enhancing daily activities of Home Users by automating the Soft
Processes. The UbiHoPe is a conceptual model used for understanding the architectural
components of a potential system automating the services. The analyses of past developments in HA conducted in Section 2.5 establishes the lack of model for reference and a
conceptual framework. The UbiHoPe and eHome conceptual models rectifies this problem.
The UbiHoPe framework is designed based on the analyses conducted using the
Family System reference model as provided in Chapter 4. The requirement for:
bidirectional communication with External Entities
accessibility to information while away from home
process execution and data storage facilities
are evident from the analyses. This work proposes a conceptual model named eHome
that is the central unit of the UbiHoPe providing the necessary resources and facilitating
automation of the processes. This is in view of the requirement for data storage and process
implementation facilities. Connection of eHome with Home User Devices is necessary for
facilitating accessibility to Home Users while away from home. Being a conceptual model
the physical location of a potential implementation of eHome can be within the house or
away from the house. Therefore, it is necessary to show the connectivity between eHome
and the home devices for clarity. Use of Internet for connecting eHome with other devices
and systems avoids additional infrastructure.
The uniqueness of the proposed model is the interconnection of existing systems
with minor modification/addition of components and reduced augmentation of environment
to achieve the ubiquitous computing and intelligence. The conceptual models provided in
this study are not design specifications for development.
153
Retailer
Manufacturer/
Service Provider
DB Server WebServer
Household
Home User
Appliance PC
Point of
Sale
Terminal
Internet
Home User
Mobile Device
Home User Office
Workstation
eHome
Webserver
DB Server
Application Server
6.2.1
cilitating all information services required for managing the home. The eHome has
Information about the inhabitants of the house
Objects representing equipment, appliances and other items within the house
Documents and databases on all home related matters.
Applications to access, modify or add information from anywhere.
Networking facilities to communicate with external systems.
154
Everything one needs to know about the Family members, or other items related
to the home, is available through the eHome. This is achieved by having the hardware and
software required for implementing the automated services discussed in Section 6.1.
The eHome has to facilitate global operational accessibility for the Home User
enabling a mobile Family, as discussed in Chapter 4. Allowing this, a Family or Family
member should be able to use the services from any part of the world at any time. This
operational accessibility should allow a Family member to access already stored records,
modify existing records, or input new Data.
The eHome enables communication either over the Internet or directly, as required
with other systems and devices within the UbiHoPe. The very basic requirement of ambient intelligence systems enabling unobtrusive responds to interaction of users is achieved
by seamlessly integrated proactive computing devices that can communicate with heterogeneous systems (Sadeh et al., 2006; Serral, Valderas, & Pelechano, 2008).
6.2.2
Originator initiated Data transfer to the eHome in case of sales transactions involving
Home Users. The smart POST in a retailers outlet enables the Home User to collect
and transfer the required information related to purchased goods. At the time of a sales
transaction processing, the smart POST identifies the Family member and Family with the
associated eHome, and establishes communication with the eHome. The smart POST sends
the purchase list and payment receipt to the eHome. If necessary the eHome establishes
communication with the maufacturer/retailers database. The database server of eHome
then retrieves all the necessary documents related to the transaction, such as product details,
warranty and user manuals from the database.
In the case of online shopping the Home Users receives a purchase list and payment
receipt in electronic form. These documents are in read only format. The processing and
data extraction issues related to such documents are discussed in Section 7.3.
6.2.3
Wearable computing
Devices that provide computing facilities and always attached to the person are
a necessary requirement for the ubiquitous use of information services. Wearable comput-
155
ing devices are unceasingly available to users, typically attached to the body or clothes
(Narayanaswami, 2006). Cell phone is the most popular wearable computing device owned
by more than a billion people and some cell phones come with 640 x 480 pixel display,
32 GB hard disk, proximity sensor, integrated GPS (Global Positioning System), Wi-Fi
802.11xx, Bluetooth and digital camera (Phonegg, 2008). The Wireless Application Protocol (WAP) consists of multiple layers providing presentation and delivery of information
on mobile terminal connected via Internet to other servers. This enables the connectivity
between eHome and a wearable computing device using the Internet. Another promising
contributor is electronic labels or Radio Frequency Identification (RFID) tags.
6.2.4
originate from External Entities. This necessitates communication between the systems of
External Entities and the eHome. The External Entities of medium to large sizes have
systems in place for storage and transfer of these Data Sources. These generally include
database servers, web servers and middleware applications. Automated data transfer to
the eHome requires modifications to the business process design and related systems of the
External Entities involved.
Additional steps are required in the current business processes due to the extra
communication and verifications necessary. On the other hand, businesses are shifting from
hard copy delivery of documents to electronic document delivery. Currently, there is no
uniform method for such electronic delivery. There are different methods used, including
email attachment of pdf file, web pages, comma separated value files downloadable from
websites, CDs and document files. There is an awareness of the need for reducing paper
usage. Networked electronic data delivery following a uniform method can replace the
currently followed processes that need more resources.
6.3
terconnection of heterogeneous systems and devices enabling the automated services. The
eHome consists of a number of technical layers that are physical and logical units collaborating to provide the automated services.
156
Middleware Layer
Access Control
Servers Web, email, Database
Service Manager
Inference Engine
Knowledge Base
Physical Layer
Figure 6.2: Technical Layers of e-Home
6.3.1
157
tual Data Sources in various file formats and a database storing metadata of these stored
elements. Efficient functioning of search/retrieval facility of Data Sources depends on the
correct storage of metadata.
Middleware Layer
This layer consists of applications dealing with inter-operability issues due to the
heterogeneous applications and devices the eHome interacts with. These applications makes
the interfacing possible by implementing suitable adapters and converters enabling interaction with heterogeneous Home User devices and systems of External Entities.
The eHome needs to communicate with systems of Originators in the client mode
to collect/receive Data. On the other hand eHome should provide data to external systems
of Originators in the server mode to facilitate customised/personalised service to a Family
member by a service provider. For example to generate a personalised menu in a restaurant,
the order taking system has to collect the food preferences and constraints from the eHome.
The eHome has to provide knowledge and intelligence services to the user requests
using remotely connected devices such as user mobile phone or a PC. Web services can play
a role in facilitating these services. A Web Services Description Language (WSDL) that
describes a services interface, a Simple Object Access Protocol(SOAP) used for transporting
XML messages, and a Universal Description, Discovery, and Integration (UDDI) directory
for storing information are the components of web services (Pashtan, 2005).
The other applications forming part of this layer include those for file format
conversion and data extraction.
Knowledge Base
This layer consists of modules used to build rules and cases that need to be applied for achieving autonomous services, codified knowledge amenable and effective for use
based on facts and relationships. The knowledge service described in Section 6.1.3 requires
codified knowledge for proper functioning. There are various techniques used for knowledge
codification such as decision tables, decision trees, frames, and production rules (Awad &
Ghaziri, 2003). These techniques provide systematic method to record reasoning applied in
arriving at a final schedule or decision; this helps in later modifications, or convincing other
family members. The Home Users static context, and task related information forms part
158
of the context model stored in the knowledge base. Information stored in the databases
within the physical layer is used for creating knowledge.
Inference Engine
This is responsible for applying the rules to arrive at a conclusion or choice in specific situation evaluating the existing conditions against the set rules. Most of the intellectual
tasks such as scheduling, coordinating, involves reasoning. The human reasoning is quite
complex and may involve techniques such as intuition, deduction, or induction. This layer
consists of programs that manages the application of knowledge from the knowledge base
to derive reasonable inferences using context specific information. This layer is responsible
for deriving the actual context from the stored context and the dynamic contextspatial,
temporal and/or currently chosen task. As discussed in Section 2.7, the current user activity, required task, task specific information, and the user related information are used by
this layer for deriving the context.
Services Manager
This layer manages the available eHome services by maintaining a searchable service registry, addition/deletion of services, activation or deployment of service. The services
belong to one of the categories discussed in Section 6.1 . Each service has associated input
data requirement for control and processing.
Having the information on input requirements for each service, this layer has modules to formulate and send queries to the Database Server/Web Server for extracting data
from the internal Database or systems of Originators. These modules initiate communication with systems of External Entities to obtain Data Sources in the absence of Originator
initiated data transfer.
Access Control
The eHome having the repository of all family related documents and information,
security is of prime importance. This layer has the necessary software for generating unique
authentication for the users, as well as setting different levels of access. This layer checks
attempts on unauthorised access and has the verification techniques.
159
The other requirement is to enforce privacy and confidentiality of stored information. This may require enforcing data security by encryption before sending and decryption
of received data. This layer handles the necessary protocols for enforcing data security.
Server Layer
The Data Sources received from Originators need to be categorised and stored as
discussed in Section 6.1.1. There is a need for proper structuring and storage of extracted
data from these Data Sources. Such extracted data is required for providing information and
knowledge services. Therefore, the eHome requires a Database server to handle database related functions such as storage, data manipulation and archiving. In facilitating a database
management system, the server enables data access, search facilities, and security for stored
data. This has to support storage and access of documents and structured data.
A Web server forms part of the eHome to provide the functionality of global
accessibility. The Home User should be able to access the system using a mobile device,
TV or PC through Web Client.
One of the communication method for the eHome to collect data or send messages
is email. To facilitate this an email server is required.
6.3.2
each Family Member or individual associated with an eHome, as necessary. Taking a global
perspective this identification needs to be internationally accepted. In case of generating a
new method of identification it should be easy to generate and use.
Once an individual or family is uniquely identified, there is a need for the eHome
and other External Entities involved to verify a Home User in association with the eHome
against the claimed identity.
Being the Familys digital repository of all family related data with the ubiquitous
accessibility, enforcing secure access is of prime importance. Before finalising the security
measures it is necessary to formulate the different types of users requiring access to the
eHome as well as varying levels of accessibility requirement.
The different types of users include:
External Entities
160
6.4
Deployment of UbiHoPe
Assuming all the stake holders involved in materialising the UbiHoPe concept
agree on data availability, accessibility and other policy related issues, there remain many
technical aspects that need further attention. There are many issues related to obtain the
required data in a timely manner for achieving automation of the processes. Some of these
aspects are discussed here.
The Data sources are heterogeneous in their format and content, as evident from
the listing provided in Table 6.1; these can be categorised as structured, semi-structured and
unstructured, from formatting point of view. There exists the task of extracting required
Data for the process from these Data sources. This necessitates investigation of technology
needs and further development of technology as required to realise this functionality. These
issues are further discussed in Section 7.3.
6.4.1
161
Sources. The collection of Data Sources from these Originators pauses some related issues
in terms of the frequency of data transfer, the amount of data transferred, and initiation of
data transfer.
Originator initiated data transfer can be one time only or it can be a regularly
occurring event. Is there a need to verify that the transferred Data Source is right? There
should be methods to deal with unwanted transfer of Data Sources by mistake or on purpose. This may involve regular scanning, filtering and removal of unwanted Data Sources
based on set criteria and rules. The collection of Data Sources necessitates communicating with heterogeneous applications conforming to different data transfer techniques and
communication protocols.
User Data Entry Requirement
One of the major problems faced by Home Users is the lack of time, skills and willingness to enter data consistently. Automation in data collection is very critical for the
success of automating the Soft Processes. The performance of the envisaged eHome
depends on the availability of data at the right time and in the right format. The
data entry required from users should be nil to minimum.
Availability of Data
Generally data is available in electronic format. There could be many situations where
data is totally unavailable or unavailable in electronic format: for example nutritional
information for a food purchased from a small to medium restaurant. The likelihood
of required data availability is debatable here. Otherwise, data may be available, but
not in electronic format.
Type of Data
In the case of electronically available Data Sources, these can be in various types:
structured, semi-structured or unstructured. For example the data kept in a manufacturers database are structured, whereas a school newsletter is unstructured. The
technology needs to extract required data from different types of Data Sources are
discussed in Section 7.3.
162
Data Format
There are large variations in the formatting of Data Sources belonging to various data
types. Structured data of a specific DB application are formatted with semantics
specific to that entity. Even obtaining structured data does not guarantee interoperability.
Lack of standards
There are no standards guiding the formatting of data so that meaning can be easily
interpreted. For example an invoice or bill may use various terms such as payment
due, due date, pay by or due on to mean the bill payment due date. These terms
may appear in different positions in different bills.
Data Retrieval
The eHome needs to query user or External Entities to obtain required data in case the
data transfer is not Originator initiated. This requires automated query formulation
and analysis of query results.
Problem Definition and Abstraction
Knowledge codification requires problem definition in terms of conditions. The problems should be identified and defined such that they are readily applicable for a larger
user base. Such generic problem definition could be difficult considering the diverse
characteristics of the Home Users. It is also required to consider the maintainability
of the codified knowledge in terms of adaptability to cater for changes in the Home
User requirements.
System Administration
A system administrator is necessary to maintain the eHome involving many software
applications, operating system, networking and middleware applications. The maintenance include configuration, upgrading, backing up, addition/removal of software
components, and sorting out networking and security issues in a proactive way to
provide the required reliability.
6.4.2
163
eHome as a Product
In this case the eHome system can be built from a base module and a number
of easily add-on modules where the Home Users can purchase the system with a selected
number of modules as a product. Vendor support is an essential requirement in this case,
for assisting the Home Users with installation and configuration as well as on-going support
for maintenance.
The Home Users need to pay upfront the full price of the product and they need to
bear the on-going cost of maintenance as required. The Home Users are also responsible to
acquire and maintain necessary hardware, PC and networking, to support the eHome software. As the data security and safety are critical, the Home User has to ensure appropriate
back up facility. As a family moves from one Phase of the Family Life Cycle to another,
addition or removal of modules and associated configuration are required.
6.4.3
eHome as a Service
The eHome as a product option may be less attractive in the market considering
the higher cost involved at the beginning and as well as the additional responsibilities of
software and hardware maintenance involved.
In the case of availing eHome as a Service the Home User needs to pay only a service
fee and can use all the functionality of the eHome. This research introduces the concept of a
Home Information Service Provider (HISP) to facilitate the Home User with eHome service,
without the additional responsibility of installing and maintaining the eHome. The HISP
facilitates and manages the eHome Services collectively for a larger number of Home Users,
thus making it cheaper and more attractive. The HISP collects details for configuring the
service as well as for updating as required. Security for stored data and back up facilities are
provided by the HISP. This could be more economical, compared to maintaining individual
system for each Family.
The idea of an external provider holding all information related to Family members
may not be convincing. Currently, such information is distributed among many service
providers such as government agencies, various health service providers, and other agencies.
The Home User needs to keep track of many access details including different authentication
methods.
6.5
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Chapter Summary
Based on the process knowledge obtained from the analysis conducted using the
Family System reference model, this chapter proposes a number of automated services.
These are generic services combining many processes across subsystems. This chapter also
discusses the Home User ubiquity and the requirement to manage time, money and food
related activities. A conceptual framework named UbiHoPe for home and personal life
management is introduced. An eHome forms central part of the UbiHoPe having the software and hardware components for achieving the automation. The technology needs and
technology gaps for materialising the UbiHoPe and the eHome concepts are discussed in
the next chapter.
Chapter 7
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7.1
166
Target Market
Currently, market research and estimated market values are unavailable for the
products and services proposed in this research. This study has estimated a target market
size that is indicative of a substantial market. The Family Life cycle concepts are applied for
segmenting the market and available census data are used in the market size calculations.
The reasons for the absence of market information and logical correctness of the approach
used to address this issue are detailed in the following paragraphs.
The analysis carried out using the Family System reference model, user requirements derived using REFUSS, and the UbiHoPe conceptual framework developed, produce
a new perspective on Home Automation products that are innovative. The envisaged HA
products and services are not taken into consideration by market research groups as this
is very early in its research and development. Most of the suggestions in this work are in
their conceptual stage and it may need sometime before an awareness of such products and
services can be established.
The Family Life Cycle developed as part of the Family System identifies variation
to process usage during different periods of the life cycle. The Phases 2, 3 and 4 are found
to be the stages where families are busier a period of twenty to twenty five years. The
focus of this analysis is busy families and the second interest group is aged people. Busy
families include families with children under the age of 18 years with both parents engaged
in paid work, and employed single parent families.
Statistical data on population are used to arrive at estimated values for a target
market. Data from three developed countries, US, UK and Australia, are used for this
purpose. The value in euros is calculated using an estimated expenditure of 100 per
family per annum. The data used for these estimations are based on the UK census 2004
and the Australia census 2006 (Walling, 2005; Australian Bureau of Statistics, 2007a; Office
for National Statistics, 2008). Information from the Bureau of Labor Statistics is used for
the data on families and aging population in US (Bureau of Labor Statistics, 2008b). The
total population of busy families and aging families is forecasted to be gradually increasing
for the next few decades. These data are used for estimating the market values for Years
2012, 2020 and 2030. The population of various segments in the chosen three countries and
the target market value estimates are given in Table 7.1.
Discussions provided in Section 2.3.3 clearly indicates the market penetration prob-
167
Family Group
Australia
Australia
Subtotal
US
Subtotal
Total
Dual Income
Single parent
Busy Families
Dual Income
Single Parent
Busy Families
Dual Income
Single Parent
Busy Families
Busy Families
US
UK
Australia
Total
Aging
Aging
Aging
Aging
Subtotal
UK
Families
Families
Families
Families
Population
Millions
1.34
0.82
2.16
46.8
10
56.8
5.0
1.9
6.9
66
Value (Current)
Billions (Euros)
60
12.3
2.6
74.9
0.216
5.7
0.69
6.6
9.7
7.49
7.8
lems. Previous studies expose that Home Users are price sensitive and pragmatic in their
purchase decisions. Even for technologies such as Internet the market growth has been slow.
This is evident from the statistical data that the global market of Internet users increased
from 117 million in Year 1997 to 1542 million in Year 2008 (International Telecommunications Union, 2009). These figures indicate that the market is not saturated even after a
decade.
7.2
of processes to be automated for Home Users following a plausible future lifestyle. The processes identified belong to the categories of Soft Process, Hybrid Process and Hard Process.
The Soft Processes belong to five subsystems of the Family System: Finance, Meals, Housing and Transport, Education, and Health. The Hybrid Processes belong to the subsystems
of Meals, and Housing and Transport.
Three different product sets are identified to automate the three different types of
processes that are Soft Process, Hybrid Process and Hard Process. Software based products
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can be used for automating Soft Processes, while Hard Processes can be mechanised. Hybrid
Processes are more complex as these require intelligence as well as handling of physical
resources. Robotic devices are suggested to automate Hybrid Processes.
Envisaged products and services automating any of the identified processes deliver
one or more of the following generic benefits to the Home User, thus meeting the market
needs identified in the Section 1.1.2.
Time saving
Labour saving
Improvement in efficiency and effectiveness
Reduction of complexity and errors
Improvement of quality
7.2.1
tions, and decision support capabilities that enable people to become aware, understand,
and collaborate in addressing the problems and opportunities they will have from local and
personal levels to global levels (Boehm, 2008). As Boehm has stated, software has a major
role to play in personal lives of individuals. Home life is an area where the full potential of
software is not delivered as there is a lack of initiative and in-depth research.
The automated Soft Processes identified within the five subsystems can be categorised into three product areas. These product areas and the system facilities satisfying
the desired automation are discussed in the following sections.
Potential Software Products
1. Electronic Document Management System (EDMS)
One of the services required from eHome as described in Section 6.1.1 is collection
and storage of electronic data. This is an important requirement from the following
reasons.
(a) Gradual shift from hard copy to electronic delivery by businesses and service
providers
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170
171
the necessary hardware and software. The HISP facilitates the Home User with the functionalities of chosen Software Products as listed above without the need for procuring and
maintaining the Product. The HISP service should be economical for the users to afford.
The services other than the specific Product functionality to be provided by an envisaged
HISP are listed below.
Create unique identification
The HISP creates a unique identification for the first time user of the software service
and makes it available for verification purposes.
Initial system setup and configuration
This involves data entry and configuration of parameters where customisation is required.
System maintenance
The HISP procures and maintains the required hardware and equipment for the
smooth functioning of the software. This also involves software and hardware upgrade and re-configuration if required.
Data storage and back up
The HISP provides data storage and back up facility for all the data associated with
the software service used by a user.
Secure global accessibility
The Home Users are provided secure accessibility to designated software services globally.
7.2.2
Electromechanical Devices
The discussion provided here is only a brief overview of currently available elec-
tromechanical devices and potential improvements. This is an area where technology has
contributed a lot in making many tasks mechanised, if not fully automated, and continuous
improvement is taking place in many appliances as a result of ongoing research. Technology can contribute further, especially in the kitchen area; a brief discussion below provides
insights to some alternatives.
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It is an interesting fact that most of the electromechanical devices for home use
are for tasks around the kitchen. The range of equipment under the category of food
processor is available as separate units which can be categorised as semi-automatic as it is
necessary to physically adjust these appliances with fixtures to suit the task. Cleaning of
these appliances is a manual task requiring removal of parts. These equipment do not form
part of a kitchen work bench and thus need to be brought in for use and packed away after
use, making it inconvenient and tedious.
Even though there are many appliances available for grinding, mixing, and cutting
these appliances are not part of a standard kitchen workbench. Cleaning parts of used
appliances and setting up these appliances for specific use are still difficult and not user
friendly. This is an area requiring further attention.
The appliance design can be improved to provide Total Process Support (TPS)
rather than providing functional capability. For example a Wok used for heating, the stirring
of contents to distribute heat uniformly is part of the process. Schematically a process starts
with certain preconditions, takes inputs, completes processing, produces output and satisfies
the post condition. Necessary testing facilities for checking the pre and post conditions
should be part of the appliance. Sensors to check pre and post conditions and use of these
sensor signals to control operation of the appliance can improve the ease of use and efficiency.
Preconditions could be:
Cleanliness
Presence and state of material to be processed
For example a stove need not be allowed to switch on without an item on the stove
top. Another example is a wet grinding that requires a certain amount of liquid in
the material to grind.
Temperature.
Postconditions could be:
Power off on completion of processing
An example is a stove that can switch off automatically when the item finishes cooking.
Change of mode
An oven that turns into a warm mode on completion of cooking.
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Due to the limited scope of this study, electromechanical devices are not further discussed.
7.2.3
Robotic Devices
Robots have long been imagined as mechanical workers, helping us in our daily
life.(Kemp, Edsinger, & Torres-Jara, 2007). This study suggests use of robotics in automating Hybrid Processes that involve both intellectual and physical work, for example
preparing items for cooking following a recipe.
The Hybrid Processes identified for automation using the application of REFUSS
in section 5.5.3 include:
Cooking
House cleaning
Prepare items for cooking
Clean utensils and kitchen
There has been enough attention to automate tasks around kitchen and house
cleaning. The main attention towards house cleaning has been on floor cleaning. There are
other areas such as wash basin, dining table, kitchen work bench, and stove area that require
regular cleaning. As mentioned in Section 7.2.2, automation of mundane tasks around the
kitchen has gained enough attention, but still remains problematic. If one moves backward
in time the majority of tasks around the kitchen used to be done by a person with few
basic tools such as knives for cutting and a stone for grinding. Based on this experience
and the ineffectiveness of task based devices, an arm that can operate like a human arm
seems a solution without considering practical issues. Therefore this study introduces a
novel approach to address the existing problems by the application of robotics which is the
scientific method of combining the physical and intellectual capability of humans.
Two devices are suggested here where robotics can be applied with further research
and development. The proposed devices are:
Kitchen Hand
Cleaner Arm
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Kitchen Hand
A robotic arm functioning as a Kitchen Hand can automate many tasks such as
cutting, peeling vegetables, stirring contents in a vessel while being cooked, cleaning kitchen
work bench and stove area, and moving contents from a cookware to a tableware. A Kitchen
Hand becomes a desirable and attractive product for both busy families and aged people.
The envisaged Kitchen Hand can fold itself and stay inside an in flush shelf while not in
use.
The Kitchen Hand should have the functionality to:
Identify objects
Execute pre-defined procedures
Use tools
Handle kitchen utensils
Handle rigid and non-rigid objects
Perceive the context
Adapt a pre-defined procedure to suit the current context.
The non-functional requirements for the Kitchen Hand are:
Simplicity in operational instructions
Response to short instructions
Simplicity in correction
Safe and smooth movements
Fault tolerance
Low operational noise.
The Kitchen Hand should be built with adequate protection to withstand oil,
steam and water. Another option is for the Kitchen Hand to move alongside the kitchen
workbench, increasing the service area. A Kitchen Hand that can operate on task based
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instructions, as opposed to engagement of a person continuously operating it, is the requirement for home. Current robotic devices operating in open environments such as earth
moving, or moving of heavy materials, are continuously controlled by an operator.
The envisaged Kitchen Hand is multi-functional, versatile, flexible in operations,
customisable with software modifications and easy to use. An always tidied up kitchen
without great trouble can be the dream of every housekeeper.
Robotic Cleaner Arm
Cleaning can be categorised as a Hard Process if the area to be cleaned is free
of obstacles. The cleaning involved at home can be classified as a Hybrid Process as the
cleaning requires correct use of tools, application of cleaning materials, sensing of area to
be cleaned and detection of the presence of human or other objects.
There are many areas in the house and furniture/equipment that requires regular
cleaning or tidying up. Examples are kitchen sink, bathroom wash basin, dining table,
and shower area; these require regular cleaning that is time consuming and tedious. The
application of robotics to design and build a robotic arm that does the job of a cleaner
could be of great use. While not in use the arm could fold itself and rest in a shelf built in
flush, without interfering with the regular use of the facility. The functional requirements
of a Cleaner Arm are:
Identify the cleaning area
Move within the cleaning area
Move obstructing items
Handle cleaning accessories and tools
Apply cleaning agents
Remove dirt and clean.
The non-functional requirement of a cleaner arm are:
Operational simplicity
Safe, smooth and simple movement
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7.2.4
Performance Requirements
Low Cost
Affordability is the most important factor for successful market penetration as householders are very price sensitive. This applies to both the cost of procurement and the
running costs, including cost of maintenance and upgrading.
Ease of Use
The other important factor is operational efficiency and ease of use. In case of software
based products and services, manual data entry should be minimum and the interface
for data entry should allow flexibility in medium, device type and physical location.
Installation and initial configuration also should be easy. Home Users are people with
little time to devote for learning new tools and technologies as well as configuring and
maintaining new systems.
Dependability
Products or services intended for home use require very high reliability, up to 99.99
percent. This is to ensure almost nil down time as it is very difficult and inconvenient
for Home Users to organise maintenance and arrange alternatives. For example a
Home User may depend on the system to schedule a payment and produce timely reminder; failure of this can be problematic. Another essential requirement for software
based products allowing networking and external access is the security of electronic
data belonging to Home Users from unauthorised access. As the system becomes
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the repository for all family related documents, including highly confidential information, this is an important requirement. Products and services should ensure safety
of users and materials, including electronic data storage, from damage or accidental
corruption.
Flexibility in choice of functionality and ruggedness
The flexibility in choice should enable easy add-remove features that allow selection
of functionalities suitable to the temporal variations pertaining to changes in life cycle
stages and responsibilities. For software products a global perspective is also required
to meet the needs of families moving interstate or overseas due to various reasons.
Products having hardware and mechanical parts need to be rugged, and requiring low
maintenance.
Evident tangible and intangible benefits
Making the tangible and intangible benefits explicitly visible can be the best way of
promoting the product or service. This could be saving in time, or cutting expenses
by effective management. Providing details of such benefits in dollar values may easily
convince the users. Market penetration is a real hurdle when new products or services
are introduced into the Home User market, as the potential users may not understand
the full potential of the new item.
7.3
available technology to transform the product ideas discussed in Section 7.2 from concepts
to practical products and services.
7.3.1
Technology Needs
Generally, users of office automation products are involved in selection and speci-
fication of data sets as well as interpretation of results. The Home User expects applicable
results without further modifications and interpretations requiring a higher level autonomy,
compared to tools used in office automation. Delivery of software products and services with
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suitable dependability and trouble free operation, without engaging in additional user involvement, introduces the need for advanced technology solutions. The challenges involved
are discussed in the following sections.
Data Sources vary from rigidly structured and formatted bills and documents
from businesses to unstructured data produced from SMS text messages, email and voice
mail. There is need for a commonly agreed classification of Data Sources, metadata design,
communication of metadata in association with the Data Source, and system for collection,
storage, data extraction, and information integration. This may involve application of
various computational intelligence methods such as data mining, case based rules, decision
trees, logical rules or various other methods. Even though these techniques are used in office
automation, there are some major differences between the Home User and other users.
Electronic Document Management
This requires collection, classification, organisation and storage of Data Sources.
There are various technical issues to deal with in both cases of Originator initiated transfer
and the system initiated retrieval of these Data Sources. These issues are discussed below.
There needs to be a simple method for classification of Data Sources and definition
of required metadata that can be used for identifying a received Data Source. The system
should be designed for storage of Data Source linked to associated metadata, allowing
easy search/retrieval. On the sending side there are many different operating systems,
application software, servers and networking software. How can the system enable smooth
connection from heterogeneous applications and systems? Another aspect is the integrity
of data transferred. Can the system allow large amounts of junk data? How can the system
block unwanted material being received and stored?
The receiver initiated data retrieval generates another set of technical issues. The
Originator requires the system in place to authorise the receiver access. How easily can this
additional facility be integrated to existing systems? In this case also the need to establish
connectivity with heterogeneous systems exists. The retrieval of a particular Data Source
from a large database or data warehouse requires formulation of queries. There are Data
Sources generated specifically for a particular Home User, or for a particular item, or more
generic ones. Examples for the first type of Data Sources are utility bills, or pay slips and
the second set example is a user manual for an equipment. A school newsletter is an example
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of the third set of Data Source. A Home User is identified using unique identification by
each of the Originators. The system needs to automatically use the right identity to access
the Originators server and send request using correct query string. How can the system
generate correct query string if user specific or item specific Data Source identification is
used? In case the system uses a reference list for formulating queries how can such list be
maintained?
Considering the large number of Originators and Data Sources originating from
heterogeneous systems, the meta data for identification and classification of Data Sources
need to be designed, generated and maintained. These should be compatible, adaptable,
and available for use by all the Originators. This requires maintenance of a meta data
library for use by all the Originators. Here the Originators belong to different businesses
and business domains.
The system requires Webserver for allowing access to the documents over the
internet, Electronic Document Management Server (EDMS) that provides access to the
Databases and file system storing the Data Sources (Volarevic, Strasberger, & Pacelat,
2000).
Data Extraction
The second proposed product is Information Management System which requires
extraction of data, facilitating further processing. The system should be able to extract the
required data from a received Data Source or directly from an Originators System. For
example it may be required to extract the bill reference number, payment due date and
amount due from a bill for scheduling the payment. Another example is the extraction of
item details from a purchase receipt.
Based on the format used the Data Sources could be classified into the following
categories.
structured
Data residing in databases are one source of data and these databases are created
by different applications. It is not always possible to merge data originating from
different databases. It is required to formulate specific queries to extract needed data
and create new databases using the extracted data with required formatting before
further processing can be done. Structured Query Language (SQL) queries needs to
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be formulated and the results need to be verified before use. Automation in query
formulation and data extraction is the requirement. The Nutritional Information
(NI) and Ingredient List (IL) of processed food is an example of such data. Already
generated reports created from large databases also form part of this. Inter-operability
issues exist for integration of reports produced from different databases.
semi-structured
These Data Sources are generated by integrating structured data from databases with
additional unstructured data. Forms, bills, invoices are examples. Many of these Data
Sources fall into the category of FA type documents from the Home Users perspective,
thus requiring data extraction.
unstructured
The third prominent category of Data Sources are unstructured documents. These
fall mainly into the categories of FA, FI, FR and FIR type documents still requiring
various levels of data extraction. The extracted data are required to identify and
categorise the Data Sources, or for further processing. For example it is required
to extract policy details, policy expiry date, and premium details from an insurance
policy.
There is a challenge in extracting sensible, useful, and timely information that
would be required in real time.
Information Integration
There are different levels of information integration required. The Information
Management System, facilitating information services, requires organisation and structuring
of data into Relational Databases (RDB). For example payment details extracted from bills,
invoices, insurance contracts and other Data Sources should be included into appropriate
tables in a database. This requires automatic query processing, but structured queries
function only with data in the correct format.
The UIS needs to extract meaning by concatenating extracted data from different
sources following rules and algorithms. The integrated data has to be available for further
use. An example is the generation of a grocery purchase list for a week from formulated
Meals schedule, recipes used and existing stock.
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7.3.2
182
filled in by hand, forms filled in electronically, and web based forms. For example, there
are utility bills such as telephone, electricity, and council rates. These bills vary in their
structure and formatting.
The most generally used format for electronic delivery of Data Sources are PDF
files. The currently used method of data extraction from PDF files is not fully automatic
and it can achieve an accuracy per-document recognition of 6070 percent. A PDF parser
needs to convert the PDF document to a text document with the formatting information
systematically included in the converted text document. The layout of forms varies. One
methodology used in the case of forms processing is using templates that consistently match
up with each and every data field using an ICR/OCR engine (Kwok & Nguyen, 2006). This
needs a database of templates and manual selection of template to match a particular form
while it is processed. The current approach used is Document Image Understanding (DIU)
where techniques such as blob analysis, edge detection, multi-line character segmentation
and long-line detection are used to locate form objects and data fields. Once the data fields
are located, they can be sent to an ICR/OCR engine to be recognized and validated.
There has been research on transforming printed documents into structured XML
documents (Ishitani, 2003). The document image for analysis is created using OCR. The
document structure is extracted using layout analysis following an XY-cut approach and
represented using a Document Object Modelling (DOM) tree. The document structure is
transformed into a target XML document in accordance with specific Document Type Definition (DTD). The resulting XML documents are very limited in their semantic structuring,
as that originally was lacking in the source document. An average of 95.2 percent correct
document element tagging has been achieved following this method. The DTDs can be used
to define the structure, but they cannot be used for defining the content types (Pashtan,
2005).
The methods described above are mainly used by businesses and government agencies. With the current technology a trained professional is required to conduct the forms
processing and integrate information for further processing. The main difference between
these agencies and Home Users is that these agencies have additional resources such as
skilled staff, middleware applications and capital. The available methods are short of full
automation, required accuracy and reliability to be applied in home information management services.
The discussions above indicate that the current technology has limitations to
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achieve the level of automation required for automating information management at home.
Further research and development is required to improve the current methods or devise new
methods to achieve the required accuracy and level of automation.
Problems with Information Integration
The challenge for data integration is the heterogeneity of Data Sources and the
difficulty in understanding the semantic relationships. There are emerging tools developed
for use in enterprises, known as Enterprise Information Integration (EII), but these tools
are in its infancy (Halevy et al., 2005).
There are two methodologies that could be followed for the processing of extracted
data: ETL extract, transform and load or II- integrate information. The ETL methodology
follows building data warehouses using the extracted data, whereas using the II methodology, the extracted data get processed on the fly, providing the required information but
avoiding the necessity for further database construction (Halevy et al., 2005). Both methods use integrated queries that are broken down and run over disparate Data Sources and
the results get processed to produce integrated information. These methods still need user
involvement to produce accurate results.
Compared to the large volume of data existing in business and government agencies, the home information management involves heterogeneous Data Sources and Originator systems, and large temporal variation in generation of data. The extracted data are
heterogenous in structure and in the format of elements. The main aspects are semantic
heterogeneity of data originating from various Originators and the problems in understanding semantic relationships, for example data extracted from a number of Bills or invoices,
or details of processed food obtained from different manufacturers database. Techniques
need to be developed to integrate the extracted data for storage and further processing.
7.4
of a number of advanced technologies. Humans learn the tasks around kitchen by several
years of observation and progressive learning and most often the complexity involved is
184
overlooked.
7.4.1
Technology Needs
An autonomously operating Kitchen Hand is a complex device combining many
185
The primary need for achieving functionality is correct identification of objects, identification of grasp points to hold objects, orientation for placing objects correctly, and
detection of task relevant features of the objects such as the sharp edge of a knife.
Tactile Sensing
The Kitchen Hand needs to handle objects with contact, so tactile sensing is a critical
modality for manipulation. This is important for the hand to explore the object in
contact without altering it or causing damage. Tactile sensing complements vision to
perceive as well as to apply the right pressure in handling objects. For example softer
objects such as fruits, or wine glass should be handled with less pressure applied.
Humans use tactile sensing for identifying texture, to perceive the object state, good
or bad, or right mixing.
Odour Sensing
Other than vision and touch, odour sensing is used to detect spoilage of food by
humans. In many cases this is an essential requirement as the vision or tactile sensing
may not differentiate good and spoiled items correctly.
Adaptability
There are variations in object shape, colour, placement and positioning. There
can be dynamic variation to the kitchen work bench area without the involvement of the
robot and this requires adaptation. A busy Home User needs to get a task done without
the user being present for saving time: for example the preparation of items for cooking
following a given recipe and using a set of raw items. Autonomous operation with minimal
Home User involvement requires the ability to adapt to changes in objects, tools to use and
context.
A mass produced Kitchen Hand on installation into a custom built kitchen needs
to be oriented to the specific kitchen set up. How easily this could be done? Do we need to
retrofit kitchen items with sensor embedded RFID tags for enabling identification?
Taking the example of moving contents from a cookware to a tableware, a human
can choose the correct sized tableware without measuring, calculating the volumes and
comparing these.
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Training
There are unique and customised methods individuals use in their kitchen in handling jobs. Again considering the example of moving contents from a cookware to a tableware, there could be a built association rule established from past experience. How easily
can a Kitchen Hand be trained to get accustomed to a kitchen? This involves building
knowledge about positioning of items, use of tools and appliances, and accessing storage
locations such as drawers, and cupboards.
Safety
A Kitchen Hand needs to work alongside humans which requires safety in motion
to avoid chances of injury to humans by exertion of force by unexpected physical contact.
This requires compliance, force control and sensitive actuation for movement.
Many of these technology applications are required in the case of the Cleaner Arm
in a limited way.
7.4.2
well defined structured environment of factory and the unstructured environment of open
field. There are a number of fixed artifacts around kitchen work bench and a certain
unpredictability from human movement and movement of other objects. The methods of
carrying out tasks and tools used are also variable to an extent.
The ability to sense, learn, react quickly and adapt is essential to achieve satisfactory autonomous operation. It requires Computational Intelligence (CI) to design algorithms for the adaptive autonomous operation of robot that can exhibit quick reaction
and consistent behaviour. A human arm has 70,000 nerve fibres connected to the spinal
cord (Adee, 2009). In addition, humans use other sensory input such as vision, smell, and
hearing to react. Here the tradeoff is to get quick enough reaction and adaptation that can
safely and satisfactorily provide the required operation.
There are a number of methods and techniques currently in active research for
algorithm design. Artificial Neural Networks (ANN), Genetic Algorithms (GA), Genetic
Programming (GP), and Fuzzy logic are the prominent software based methods (Wang,
2002). Evolvable Hardware (EHW) where self reconfigurable integrated circuits may provide
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faster operation and Field Programmable Gate Array is a multi-input multi-output digital
device that may be cheaper and more promising.
7.4.3
tasks carried out around the kitchen bench are very complex in manipulative movements
and handling of tools and objects. It is required to break these tasks into appropriate
granularity to map them against operational instructions. A Home User may be comfortable
with coarse grained instructions such as move an object from one location to another, but
not finer grained instructions of lift, turn, move specific distance, lower and place.
It is required to identify the basic tasks, break them down to finer tasks, and then
formulate algorithms. These algorithms need to be appropriately converted to coordinated
mechanical movements of various joints and other parts.
7.4.4
automate tasks related to the preparation of items for cooking and cleaning the kitchen work
bench. Required modalities of sophisticated manipulation, perception and adaptability are
yet to be developed for reliable operation in an affordable robotic device.
Robots have been successful in controlled environments performing few tasks using
a few known objects and humans are kept away from the vicinity for safety reasons. This
requires limited sensor-input. The controlled environments are characterised by known or
simplified objects and uncluttered environments. Present day robots can perform tasks in
human environments slowly and a human operator has to take significant effort to achieve
sophisticated manipulation tasks (Kemp et al., 2007). Tasks considered as trivial by humans
requires executions of large sets of code. Again input has to be collected and processed
from a number of sensors such as position, force, pressure other than task related sensors
(Kargov et al., 2006). Software also plays a major role in achieving the required results and
standards; reusable modules are yet to be formed (Brugali & Reggiani, 2005).
Vision based on a small number of 3-D models of known objects, detecting locations
of grasp points, are work in progress (Sian, Sakaguchi, Yokoi, Kawai, & Mauyana, 2006;
Saxena, Driemeyer, Kearns, Osondu, & Ng, 2006). The scalability of these techniques to
188
7.5
Implementation Plan
The previous sections discuss the technology needs for developing the proposed
products and also reveal the limitations of current technology in related areas. This study
has developed a plan commencing now and extending till Year 2020 for the incremental
development of the envisaged products and services based on software and robotics; this
includes corresponding technology investment in related areas. The required technology
areas are of significant research activity due to application in fields other than HA. It is
required to re-assess and update the plan every few years. Commencing with information
management services, the UIS system is envisaged to progressively provide decision support and knowledge based reasoning. The following sections describe the details of the
implementation plan to transform the concepts into realistic products.
The steps include:
Design and development using existing technology
Research and investment in new technology
189
7.5.1
190
6.7
2020
Long-Term
Future
2030
7.9
6.7
2016
80%
2%
8.7
tcudorP
detamotuA
yllaitraP
2014
10%
tcudorP
detamotuA
ylluF
8.6
35.7
epytotorP
detamotuA
yllaitraP
epytotorP
detamotuA
yllaitraP
2012
short-tem
70%
20%
tcudorP
detamotuA
yllaitraP
noillib 6.6
seilimaf
ysub
current
60%
30%
tcudorP
detamotuA
ylluF
evitaitinI D & R
Year
noitargetnI noitamrofnI
noitcartxE ataD
Accuracy
User Data Entry
UIS
Technology Needs
Data Extraction
192
7.5.2
193
Data Sources. The data to be extracted from the total content of any particular Data
Source can be 15 percent or less. For example the data relating to school events and
dates required for further scheduling purpose can be less than 5 percent of the total
content of a school newsletter. Working with the External Entities a consensus on delivering the required data in a mutually agreed format, in addition to the Data Source
can speed up the process. In the case of semi-structured Data Sources this could be
easy as the Data Source is formulated by merging structured data from database.
These approaches could be more efficient than developing methods to extract data from
different types of Data Sources formatted following the current practices.
Following these approaches this study anticipates achieving 9095 per cent of automation in data extraction by 2020. Commencing with a first prototype with a data
availability of 30 per cent in Year 2012 and with gradual improvements in data extraction
and data availability, by Year 2020 the implementation is anticipated to be completed. The
progressions that could be achieved in various years are shown in Figure 7.1.
Technology Investment for Robotic devices
Gradual improvements in perception, and motion control could achieve a Kitchen
Hand that could prepare the raw items such as meat and vegetables and transfer them to
the vessel for cooking and clean the work bench.
There are many areas that need further improvement. These include:
Manipulation
This requires improvements in tactile sensing, sensor fusion and sensor-actuator system.
Perception
Improvements in machine vision is critical for achieving perception.
Adaptability
It is required to improve machine learning for achieving adaptability to dynamic variations in human environments.
6.7
6.7
2030
Future
7.9
2020
Long-Term
Roughly
Defined
Objects
8.7
tcudorP
detamotuA
yllaitraP
tcudorP
detamotuA
ylluF
2016
epytotorP
detamotuA
yllaitraP
2014
Well
Defined
Objects
tcudorP
detamotuA
yllaitraP
epytotorP
detamotuA
yllaitraP
35.7
8.6
2012
short-tem
colour
consistency
Use Tools
tcudorP
detamotuA
ylluF
noillib 5.7
noillib 6.6
current
Tagged
objects
smhtiroglA evitpadA
metsyS rotautcA rosneS
noitalupop
gnigA
seilimaf
ysub
Year
Target Market Size
Euros Per Annum
Products
Robotics
Cleaner Arm
Kitchen Hand
Technology Needs
Vision, Object
Identification
evitaitinI D & R
Adaptability
Sensing
Operational Speed
Manipulation Degree of movement
scinortahceM
erawdraH yranoitulovE
194
Chapter 7: Innovative Product Ideas and Investment Opportunities
195
7.5.3
the development of the ideas on software based products and services. It is highly dependent on the Originators to make required data available and accessible electronically. The
Originators are the External Entities, as detailed in section 4.2.
Availability and Accessibility
Currently electronic data are available from very few External Entities. Policies
governing data availability are yet to be formulated. National or international policies could
guide businesses and organisations to provide electronic data for use with proposed software
products. Such policies can govern what is to be made available in case of a transaction
as well as the time of availability. Data can be made available as required by the Home
User or at specific time. Delivery of data is also a policy issue. There should be guidelines
on the responsibility of maintaining the quality, content and timeliness of data delivery.
Formulation of international policies can be time consuming and difficult. National policies
could be used for guidance on international practices.
Accessibility of available electronic data also needs policy guidelines. There are
issues of security, authenticity, and protection from misuse or unauthorised modification of
the data. There is a need for guidelines on accessibility within a family or household also.
The family members should have authorised access to the stored data as agreed between the
Originator of data and the family. Different members of family may have different access
196
modes and also various data items may have diverse accessibility rules such as read, modify
or reproduce.
Such policies are detrimental in achieving success of all the envisaged software
products.
7.5.4
There are hardly any standards in formats and layouts that could be used. The existing
DTD does not support semantic referencing to document content. Standardization in this
area can reduce the amount of work required in data extraction. Emergence of XML
solves the problem of syntax incompatibility, but diverse semantics creates problems in
understanding the meaning. W3Cs Resource Description Format (RDF) and RDF Schema
for resource description can be used for creating standards for metadata design (Pashtan,
2005). Standards are required to guide the amount of information to be transferred as part
of a transaction.
Standardization in formats can reduce the incompatibility across Data Sources.
There could be some consensus on data formats and availability of international standards
to follow.
7.6
Roadmap Validation
It is important to note that the roadmap presented here is an initial technology
roadmap that can initiate further discussions; the two product areas can be separated
and detailed roadmap for each of the products could be developed refining the roadmap
provided here. Discussions provided in Section 2.6.2 on the assessment of roadmap indicates
the absence of objective tests or reference standards.
Nevertheless the success of the roadmapping process can be evaluated by
1. Knowledge created during the roadmapping process
The success of the roadmapping process is evident from the knowledge created as
part of this study by the development of the Family System reference model and
the UbiHoPe conceptual framework. The new method, of REFUSS for future user
requirement elicitation is another contribution to the field. The roadmap created by
197
the roadmapping process provides knowledge about future market, products that may
meet the identified market needs, technology gaps, and technology investment needs.
2. Roadmap produced
The roadmap should provide a path to reach the objective of futuristic vision identified
at the commencement. The effectiveness of this can be verified by the success of
the various projects implementing the roadmap. Such verification is a longitudinal
method that can be conducted in the course of time. The completeness of the roadmap
produced having the market, product, technology gaps and technology investment
needs is an immediate measure. Based on this, the roadmap produced is complete
with cohesive components.
3. Roadmap Quality
As per studies conducted by (Kostoff & Schaller, 2001), the critical factors that can
be used for assessing the quality of roadmap include:
(a) Awareness of the evolving technology by relating the retrospective, present and
prospective components
The roadmapping process in this study has commenced with a literature review
focussing on the development of technology for the past four decades. The technology gaps for the product development are identified by studying the current
technology available and the technology needs of the future products.
(b) Criteria
A roadmapping process starts with a well-defined criteria; thus meeting the criteria is a measure of quality.
This study has commenced with the aim of identifying realistic market needs
and identifying product ideas to meet such market needs. The market needs are
identified by understanding the current user needs from the theoretically founded
Family System reference model developed as part of this study; the future user
needs that make up the market needs are derived using the formal approach
of REFUSS developed as part of this work. The product ideas are developed
systematically to meet the market needs identified, thus meeting the criteria of
the roadmap development.
198
7.7
Chapter Summary
This chapter has presented a concise roadmap depicting estimation of a target
market and number of product ideas. The market estimation provided is indicative of
a substantial market for affordable products and services. Subsequently, an analysis of
technology needs for the software based products and proposed robotic devices are provided.
The author has identified technology gaps in various areas and has exposed technology
investment needs. The two roadmap matrices included in this chapter illustrates possible
development plan for converting the conceptual products into practical applications. The
chapter summarises previous chapters with the presentation of the roadmap matrices seeding
further research.
Chapter 8
Conclusion
This chapter summarises the contributions made by this research work. A discussion on the strengths of the contributions is made; as well, extensions to this work are
presented here.
8.1
Contributions
This research has developed an Initial Technology Roadmap for Home Automa-
tion (ITRHA) that identifies a target market, ideas on potential products, and technology
investment opportunities. The ITRHA can be used as a reference document for further
analysis and developments in the HA industry. The ITRHA consists of the Family System reference model, the UbiHoPe conceptual framework, the eHome conceptual model,
the roadmap implementation plan and the graphical presentation of the roadmap matrices.
This research has developed a new method named Requirement Elicitation of Future User
by Systems Scenario (REFUSS) to identify market needs by systematically relating user and
process specific information with a futuristic vision formulated using scenario technique.
The development of ITRHA is done by applying a method integrating technology
roadmapping and scenario technique that is yet to be in wide practice.
This study has developed the concept of Family life cycle to expose the temporal
variations in Family responsibilities and this knowledge is used to uniquely identify different
market segments.
The Family System reference model developed as part of this study rectifies the
lack of systemic approach in the HA industry, in addition to meeting the first research
199
Chapter 8: Conclusion
200
objective given in Section 1.3. This model establishes a theoretical foundation to the developments in the HA industry. The Family System identifies major Family Processes and
seven subsystems to manage these processes. This reference model is used to expose the
interaction of families with External Entities and the importance of information management tasks involved in daily functioning of the family. This study has defined three types
of processes, Soft Process, Hard Process and Hybrid Process, and these definitions are used
to group the processes for identifying potential automation products/services.
The development of the method REFUSS detailed in Chapter 5 completes the
second objective of this research. REFUSS establishes a formal method in identifying automation needs by relating process knowledge obtained from the analysis of the Family
System with the future user characteristics of Home Users following specific lifestyle trend.
This method integrates the system modelling with the scenario technique within the framework of technology roadmapping. The newly developed method of REFUSS is applied to
derive the user requirements thus meeting the third research objective of identifying the
market needs.
The eHome conceptual model developed as part of this study reveals functional
requirements, hardware and software components of a potential system automating identified Soft Processes. The UbiHoPe framework identifies the system components, networking
and data communication needs for achieving ubiquitous information needs of Home Users.
The author has revealed the importance of home information management; this study also
has revealed the absence of home information infrastructure and supporting systems.
Based on the analysis conducted using the Family System and process automation
needs established using the REFUSS, this study has proposed potential robotic devices of
Kitchen Hand and Cleaner Arm as well as software based products of Electronic Document Management System, Information Management System, and Ubiquitous Intelligence
System. Technology needs for these products and services are investigated and suggestions
on research and development investments are provided. The research objectives stated in
Section 1.3 are completed by the identification of the above mentioned products and the
technology investment needs for those products.
The target market estimations are indicative of a large potential market that can
be tapped into with appropriate initiative. The roadmap produced as part of this work
provides a new perspective and a systemic approach. This work could initiate formulation
of consensus on industry requirements and assist decision makers in formulating technology
Chapter 8: Conclusion
201
investment strategies.
8.2
Validity
This research work has followed a qualitative research method integrating technol-
ogy roadmapping and scenarios. The reliability and validity of qualitative research methods
are discussed in Section 3.1. Applicable criteria that can be used for validating this research
finding are discussed in Section 3.6 based on the research method followed in this study.
The three specific measures of validity of this study are met as discussed below.
1. Objectivity
Logically coherent and well reasoned results meeting the research objectives as discussed in the Section 8.1 are proof of this validity.
2. Theoretical Validity
The theoretical validity is established from the procedures followed in the study. This
study has used process modelling techniques following structured modelling to develop
the system model. This is a theoretically founded and proven method used in information system modelling. The author has extended the symbol set to suit this study.
Further analysis of the system is carried out using object-oriented modelling by the
application of business process modelling. Application of these modelling techniques
ensures the required theoretical validity for the system model developed.
This study has integrated scenarios with roadmapping and for the purpose of scenario development this work has followed scenario technique which is a theoretically
established method for creation of scenarios with causality. Therefore, the REFUSS
method developed as part this study is theoretically sound.
Further development of the conceptual framework of UbiHope and the derivation of
products are based on the detailed analysis conduced using the process modelling
techniques, thus ensuring validity and correctness.
3. Validity of Roadmap.
The roadmap developed as part of this work can be evaluated using the assessment
criteria given in Section 3.6. These include consideration of technology evolution,
Chapter 8: Conclusion
202
use of global data and suggestions for future actions in the roadmap. The literature
review conducted in Chapter 2 and Chapter 7 is used to study the past and present
technology developments in the field. This information is used to derive the technology
gaps and technology investment needs provided in Chapter 7. Therefore the roadmap
is valid from this aspect.
Results of previous studies conducted on lifestyle related problems and technology use
in domestic environment, and statistical data are collected mainly from three countries
geographically distributed in three continents. This satisfies the second criterion for
validity of the roadmap.
Thirdly, the roadmap contains propositions of innovative products and technology investment needs for the development of these products. This provides recommendation
for further action, thus meeting the third criterion.
8.3
Strengths of Contributions
This research has pioneered to develop a roadmap for the HA Industry. This study
has been motivated by the lack of products with desirable features and many project failures
by investing in ill-conceived ideas following technology-based visions. A new perspective
on HA is developed by developing a reference model named Family System that is used
for analysing family processes following a systemic approach as opposed to the bottom
up approach followed so far. This study is unique in its initiative to analyse the lifestyle
related problems and reveal the essential need for technology assistance in managing home
and personal life. This study has identified the lack of applicable formal methods for eliciting
future user requirements as the underlying problem for the current situation for the HA
industry.
As a solution to these problems this work has developed the REFUSS, a theoretically founded simple and applicable method that can be used by the HA industry to
identify Home User requirements and thus identify market needs. The main advantage of
this method is its identification of the large number of external factors that influence the
Home User lifestyle, thus enabling systematic re-assessment of future market needs.
The roadmapping process followed in this study is unique as it integrates roadmapping with scenario technique and this technique is still in its conceptual state.
Chapter 8: Conclusion
203
The HA industry lacks a systemic approach and top-down view; this is rectified by
the Family System reference model developed in this work. This produces a new perspective
for the HA industry, which has been following a bottom up approach engaging in task level
automation. The identification of External Entities and the communication between Family
and External Entities reveals the importance of home information management as well as
the influence of these communications on Families activities.
8.4
Extensions
The ITRHA developed as part of this work contains an implementation plan for
the development of proposed robotic devices and software based products. The next stage
in a roadmapping exercise is the initiative to deploy the roadmap by the formulation of
working groups and clear strategies. Assisting Home Users to manage their everyday life
more efficiently, improving the overall quality of life, can indirectly reduce government
spending in different areas such as health and education. It is worth estimating the tangible
benefits and thus using that information for attracting resources for further research along
the formulated vision.
Proceeding with the implementation partially or fully requires further work in
research and development. This work initiates further research in a number of areas related
to robotics and information management. The proposed development of products can also
be pursued using existing technology to achieve partial functionality.
An industry-academic collaborative effort can be successful in driving industry
roadmapping. This can be beneficial for the University researchers as they can focus on
more relevant research problems and align their research priorities with long-term industry
requirements.
Appendix A
204
Frequency
Recd
Weekly
Termly
Termly
Comm. Sent
Frequency
Sent
Payment
Termly
Convenient
meeting time
Termly
Leave
application
As reqd.
Payment
Yearly
Infrequently
Termly
Termly
Yearly
Camp Information
Yearly
Special Events
Rarely
Monthly
Monthly
Yearly
Monthly
Yearly
Monthly
Yearly
Payment
Payment
Monthly
Monthly
Payment
Monthly
Payment
Monthly
Sports
Invoice
Tuition Times
Monthly
Yearly
Payment
Monthly
Contact Times
Termly
Fees Advice
Termly
Payment
Termly
Exam Info
Results
Termly
Termly
University
205
Appendix B
Abbreviations
CI Computational Intelligence
DFD Data Flow Diagram
DPA Demanding Process Attribute
DTD Document Type Definition
EDMS Electronic Document Management System
EHW Evolvable Hardware
XML eXtensible Markup Language
FS Family System
GPS Global Positioning System
HVAC Heating Ventilation Air Conditioning
HAN Home Area Network
HA Home Automation
HISP Home Information Service Provider
ICT Information and Communication Technology
IL Ingredient List
206
Appendix B: Abbreviations
207
Appendix C
Definitions
The definitions distributed in various chapters are reproduced here.
C.1
Appendix C: Definitions
209
Definition C.38 Soft Process is any process that has only Data flows as input and output.
Definition C.39 Hard Process is any process that has only Resource flows as input and
output.
Definition C.40 Hybrid Process is any process that has both Data flows and Resource
flows as input and or output.
Definition C.41 A Family Process is a set of related activities carried out by family member/s providing input to produce defined output and this can be done regularly or occasionally.
Definition C.42 Managing Finance includes all activities carried out by family members,
individually or in group, that are money related.
Definition C.43 Planning and Preparing Meals includes all activities carried out by family
member/s individually or in group that are related to food.
Definition C.44 Family Health Care includes all activities carried out by family member/s
individually or in group to ensure good health for each of the family members.
Definition C.45 Supporting Formal Education includes all activities undertaken by family
members to support formal school and or tertiary education of offsprings.
Definition C.46 Household Maintenance includes all activities carried out by family member/s to maintain a house and vehicle/s, if any, that are functioning well to provide a safe
and comfortable environment and transport for the family.
Definition C.47 Engaging In Occupation includes all activities carried out by family member/s to identify, obtain, prosper and maintain occupation with remuneration.
Definition C.48 Recreation and Social life Maintenance includes all activities undertaken
by family members to organise social activities, and maintain social life.
C.2
Definition C.49 Process Attribute is a variable that partially describes the nature of process from the users perspective.
Appendix C: Definitions
210
Definition C.50 Process Operational Requirement is a variable that reveals the effort
required from the user for completion of the process producing quality output.
Definition C.51 User Characteristic is a variable that partially describes the state of a
user.
Definition C.52 Environmental Factor is any social, economic, political, legal, or technological factors that influence the lifestyle of the user.
Definition C.53 User Constraint is a variable that indicates the limitation of a user due
to specific User Characteristics attributable to the lifestyle followed.
Definition C.54 Demanding Process Attribute is any Process Attribute of specific value
that maps to Process Operational Requirement/s that are User Constraint/s of users with
specific User Characteristics. This implies that the same rule applies for all the users having
the same User Characteristics.
Definition C.55 Complex Process: A process operation becomes complex to the user if it
involves one or more of the tasks of accumulation of input data over a period of time, evaluation and selection of input, analysis and decision making for processing or cumbersome
and lengthy processing.
Definition C.56 Time consuming Process A process operation becomes time consuming
for the user if it involves 15 minutes or more of interaction, or attention required from the
user such that the user is withheld from fully engaging in any other activity.
Definition C.57 Routine Process A process operation becomes a routine activity for the
user if it requires repetition at the minimum of daily, weekly, or fortnightly basis.
C.3
Definition C.58 Data consists of one or more elements having specific values, from a
range of values, required as process input or produced as process output and can be represented electronically.
Definition C.59 Data Source is any electronically representable material containing Data.
Definition C.60 Originator is any External Entity, Home User, other person, system, or
application that creates or owns Data or a Data Source.
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