IS 243 : Document Engineering

Administrivia

Teaching Team 

Instructor Robert J. Glushko

TA Carolyn Cracraft

Email: cdclph@sims.berkeley.edu

Mobile number: 415-987-0630

Course Description

Three hours of lecture per week. This course introduces a new discipline of document engineering for specifying, designing, and deploying the electronic documents that enable document-centric business transactions and applications, including web services and virtual enterprises. Topics include developing requirements, analyzing existing documents, identifying reusable components, modeling business processes, representing models using XML schemas, and using XML models to implement and drive applications. (Students will receive no credit for 243 after taking 290 "Document Engineering".)

This is a MOT related course.

Course Information

School of Information Management and Systems INFOSYS 243

Course Dates: January 19 to May 11, 2005

Lecture Schedule: Monday Wednesday 2:00am-3:30am in 202 South Hall

Units: 3

Grading Option: Letter Grade or Satisfactory/Unsatisfactory or Pass/Not Pass

Course Text

Required

Document Engineering, Robert J. Glushko and Tim McGrath. MIT Press.

This is a draft manuscript of Bob's soon-to-be-published book. We will give you the necessary chapters as they come due.

Course Work

January 19 : Wednesday

Course Introduction 

Lecturer: Robert J. Glushko

Required Readings

1 of Document Engineering [Textbook]

"Accelerating RosettaNet" Burgert [Online]

E-Commerce World (November 2001)

"Intel conducts $5b in transactions via RosettaNet" Tom Krazit [Online]

InfoWorld (December 2002)

Resources

January 24 : Monday

Motivating Document Engineering 

Lecturer: Robert J. Glushko

Required Readings

Paperless Trading: Benefits to APEC, Australian Department of Foreign Affairs and Trade [Online] (2001)

How the US Government is Using XML: One Year Later, Kenneth Sall [Online at Idealliance XML 2004 Conference, pp. 1-20] (November 2004)

Resources

January 26 : Wednesday

Introduction to Modeling 

Lecturer: Robert J. Glushko

Required Readings

3 of Document Engineering [Textbook, sections 3.0-3.2]

"Integrating America" Todd Datz [Online]

CIO (December 2002)

What is Business Process Design and Why Should I Care?, Jay Cousins and Tony Stewart [Online] (April 2002)

What's in a Name?, J. Brian Farish [Online]

Resources

January 31 : Monday

Business Patterns and Reuse 

Lecturer: Robert J. Glushko

Required Readings

Chapter 3 of Document Engineering [Textbook, sections 3.3-end]

Business Reference Model (BRM) Version 2.0, Federal Enterprise Architecture Program Management Office [Online]

IBM Patterns for E-Business [Online]

MIT Process Handbook [Online]

RosettaNet PIP Directory [Online]

Cover Pages [Online]

xCBL 4.0 Final Release - List of Documents [Online]

United Nations Centre for Trade Facilitation and Electronic Business [Online, especially EDIFACT standards and Layout Key at http://www.unece.org/etrades/unedocs/docs/01cf16en.pdf]

Resources

February 2 : Wednesday

Models of Business Organization 

Lecturer: Robert J. Glushko

Required Readings

4 of Document Engineering [Textbook, section 4.1]

"Principles of E-Government Architecture" Sean McGrath and Fergal Murray [Online]

Propylon White Paper (July 2003)

Line56 E-business Ecosystem [Online]

Supply-Chain Operations Reference Model, Supply-Chain Council [Online]

"The Evolution of B2B: Lessons from the Auto Industry" Susan Helper and John MacDuffie [Online]

Knowledge@Wharton (Nov-Dec 2001)

Resources

February 7 : Monday

Models of Business Processes 

Lecturer: Robert J. Glushko

Required Readings

4 of Document Engineering [Textbook, section 4.2]

Build-to-Order Model for Success (part 1) [Online]

Build-to-Order Model for Success (part 2) [Online]

"It All Began With Drayer" Christopher Koch [Online]

CIO (August 2002)

"The Wal-Mart You Don't Know" Charles Fishman [Online]

Fast Company (December 2003)

Resources

February 9 : Wednesday

Models of Business Information 

Lecturer: Robert J. Glushko

Required Readings

4 of Document Engineering [Textbook, section 4.3]

2 of Document Engineering [Textbook, sections 2.2-2.5]

"I'm not dead yet" John Edwards [Online]

Line56 (May 2001)

"How XML enables Internet trading communities and marketplaces" Robert Glushko [Online]

Proceedings of Graphics Communications Association XML’99 Conference

Resources

February 14 : Monday

Models of Business Information 

Lecturer: Robert J. Glushko

Required Readings

6 of Document Engineering [Textbook]

"The Web Services Scandal" Jeffrey Pollock [Online]

EAI Journal (August 2002)

XML: Too much of a good thing, David Becker [Online]

Resources

February 16 : Wednesday

XML Vocabularies 

Lecturer: Robert J. Glushko

Resources

February 21 : Monday : Presidents' Day

Holiday: President's Day 

February 23 : Wednesday

Models of Business Architecture 

Lecturer: Robert J. Glushko

Required Readings

4 of Document Engineering [Textbook, section 4.4]

The Plug-and-Play Economy, Robert Glushko [Online]

"Principles of Service Oriented Integration" Sean McGrath and Fergal Murray [Online]

Propylon White Paper (July 2003)

MyBoeingFleet.com XML Applications and Web Services, Aimee Do [Online] (December 2002)

Resources

February 28 : Monday

Models of Business Architecture 

Lecturer: Robert J. Glushko

Required Readings

Chapter 5 of Document Engineering [Textbook]

4 [Online]

The Strategy Machine, Larry Downes. ()

"The strategic implications of Wal-Mart’s RFID mandate" David Williams [Online]

Directions Magazine (July 2004)

On Demand Business: The New Agenda for Value Creation, Randall Hancock, Peter Korsten and George Pohle [Online]

Resources

March 2 : Wednesday

The Document Engineering Approach 

Lecturer: Robert J. Glushko

Required Readings

7 of Document Engineering [Textbook]

Business Process and Business Information Analysis Overview, Randy Clark and Brian Hayes [Online at ebXML, Section 8, The Analysis Process (pages 18-27)]

Resources

March 7 : Monday

Requirements and Context 

Lecturer: Robert J. Glushko

Required Readings

8 of Document Engineering [Textbook]

11 of Document Engineering [Textbook]

"Usable Requirements: Habits of Effective Analysts" Wiegers [Online]

Software Development (October 2000)

Resources

March 9 : Wednesday

Document Inventory 

Lecturer: Robert J. Glushko

Resources

March 14 : Monday

Business Process Analysis 

Lecturer: Robert J. Glushko

Required Readings

9 of Document Engineering [Textbook]

RosettaNet PIP Directory [Online]

"Staple yourself to an order" Shapiro, Rangan and Sviokla [Handout]

Harvard Business Review (1992, Reprinted in July-August 2004)

Resources

March 16 : Wednesday

Business Process Analysis; 1st half review 

Lecturer: Robert J. Glushko

Required Readings

10 of Document Engineering [Textbook]

Automating through RosettaNet, Intel [Online]

Resources

March 21 : Monday : Spring Recess

Holiday: Spring Break! 

March 23 : Wednesday : Spring Recess

Holiday: Spring Break! 

March 28 : Monday

Midterm (in class) 

March 30 : Wednesday

Patterns and Processes; Midterm and Project Review 

Lecturer: Robert J. Glushko

Resources

April 4 : Monday

Document Analysis 

Lecturer: Robert J. Glushko

Required Readings

12 of Document Engineering [Textbook]

Resources

April 6 : Wednesday

Document Analysis 

Lecturer: Robert J. Glushko

Required Readings

Modeling SylViA, Cracraft Carolyn and Lisa de Larios-Heiman [Online]

Resources

April 11 : Monday

Document Component Design 

Lecturer: Robert J. Glushko

Required Readings

13 of Document Engineering [Textbook]

Model-driven application design for a campus calendar network, Allison Bloodworth and Robert Glushko [Online]

Resources

April 13 : Wednesday

Team Project Review 1 (Requirements, Inventory, Business Processes) 

Lecturer: Robert J. Glushko

April 18 : Monday

Document Model Assembly 

Lecturer: Robert J. Glushko

Required Readings

14 of Document Engineering [Textbook]

Resources

April 20 : Wednesday

Team Project Review 2 (Document Analysis and Modeling) 

Lecturer: Robert J. Glushko

Resources

April 25 : Monday

Model-based Applications 

Lecturer: Robert J. Glushko

Required Readings

15 of Document Engineering [Textbook]

E-Forms for E-Gov Pilot Team Final Report, E-Forms for E-Gov Pilot Team [Online] (September 2003)

Resources

April 27 : Wednesday

Model-based Applications 

Required Readings

"Model Based Input Interfaces" Cracraft Carolyn and Lisa de Larios-Heiman [Online]

Managing Multiple XML Schemas in the UK's Inland Revenue, Johnathan McKenna [Online] (December 2002)

Resources

May 2 : Monday

Management and Strategy 

Lecturer: Robert J. Glushko

Required Readings

16 of Document Engineering [Textbook]

"Loosely Coupled: The Missing Pieces of Web Services" Doug Kaye [Handout, Appendix A]

RDS Associates, Inc. (2003)

"Effective CMM-Based Process Improvement" Mark Paulk [Online, pp. 226-237]

Proceedings of the 6th International Conference on Software Quality (October 1996)

Resources

May 4 : Wednesday

Management and Strategy 

Lecturer: Robert J. Glushko

Required Readings

Using SGML: The Pain/Gain Ratio [Online]

ROI Reality: How publishers are Realizing True Return on Their XML Investment, Lynda Brooks [Online]

"Web Services Return on Investment" Gunjan Samtani and Dimple Sadhwani [Online]

Web Services Architect (August 2002)

Resources

May 9 : Monday

Holiday: Meet on Wednesday for Final Presentations 

This will be a seriously awesome class.

Lecturer: Robert J. Glushko

May 11 : Wednesday

Final Project Presentations 

Lecturer: Robert J. Glushko

last updated on 2005-04-04 by Carolyn