INFO 243 : DOCUMENT ENGINEERING AND INFORMATION ARCHITECTURE

Administrivia

Teaching Team 

Professor Robert J. Glushko

Office Hours: Monday 11:00am-12:00pm Tuesday 4:00pm-5:00pm 313 South Hall

TA Anya Kartavenko

Course Description

This course introduces the discipline of Document Engineering: specifying, designing, and deploying electronic documents and information repositories that enable document-centric or information-intensive applications. These applications include web services, information supply chains, single-source publishing, composite applications/virtual enterprises/portals, and so on. Course topics include developing requirements, analyzing existing documents and information sources, conceptual modeling, identifying reusable semantic components, modeling business processes and user interactions, applying patterns to make models more robust, representing models using XML schemas, and using XML models to implement and drive applications.

  • There are 8 assignments throughout the semester. These short assignments are designed to develop and reinforce practical skills in analysis, modeling, and implementation of document-centric and model-based applications
  • We hope to be able to tailor the assignments in the second half of the semester in small-team "mini-projects" that synthesize the separate activities to support the State of California's e-Services initiative.
  • There is no final exam or midterm

Course Information

Document Engineering and Information Architecture INFO 243

Course Dates: January 17 to May 7, 2007

Lecture Schedule: Monday Wednesday 9:00am-10:30am 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, 2005.

Course Work

January 17 : Wednesday

1. Course Overview – Key Concepts of Document Engineering and Information Architecture 

Required Readings

Chapter 1 of Document Engineering [Textbook]

Resources

January 22 : Monday

2. Business Motivation and Strategies 

Required Readings

Chapter 16 of Document Engineering [Textbook, 554-571]

"Accelerating RosettaNet" Burgert [Online]

E-Commerce World (November 2001)

"HIT and MIS: Implications of Health Information Technology and Medical Information Systems" P. Goldschmidt [Online, 69-74]

Communications of the ACM (October 2005)

Resources

Document Engineering in the News assigned 

Due on February 5

Assignment details

January 24 : Wednesday

3. XML Foundations 

Required Readings

Chapter 2 of Document Engineering [Textbook]

Chapter 15 of Document Engineering [Textbook, 491-501]

January 29 : Monday

4. Case Studies: B2B 

Required Readings

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

"Operation Clean Data" Malcolm Wheatley [Online]

CIO (July 2004)

"Adoption of UBL in Denmark – business cases and experiences" M. Brun, J. Brown and R. Lohde [Online]

XTech (2005)

"RosettaNet for Intel’s Trading Entity Automation" J. Cartwright, J. Hahn-Steichen, J. He and T. Miller [Online]

Intel Technology Journal (August 2005)

Resources

January 31 : Wednesday

5. Case Studies: Government 

Required Readings

"Integrating America" Todd Datz [Online]

CIO (December 2002)

"E-Government in California: Providing Services to Citizens Through the Internet", Anna Brannen [Online] (2001)

"eGovernment: Serving Small Business in California", Anya Kartavenko [Online] (2007)

"IRS Modernized e-File for Corporate and Exempt Organization Returns. (Section 8.2 of How the US Federal Government is Using XML: One Year Later)" K. Sall [Online]

XML 2004 Conference

Resources

February 5 : Monday

6. Case Studies: Healthcare & Medical Informatics 

Required Readings

"Key Capabilities of an Electronic Health Record System" Committee on Data Standards for Patient Safety [Online]

National Academies Press (2003)

"Electronic Health Records: Just around the Corner? Or over the Cliff?" R. Baron, E. Fabens, M. Schiffman and E. Wolf [Online, 222 - 226]

Annals of Internal Medicine 143 (August 2005)

"XML in the Pharmaceutical Industry: Structured Product Labeling" K. Thomas [Online]

XML 2004 Conference (2004)

"Cracks in the Pharmaceutical Supply Chain" Susannah Patton [Online]

CIO (January 15, 2006)

Resources

Document Engineering in the News due 

February 7 : Wednesday

7. Introduction to Analysis and Modeling 

Required Readings

Chapter 3 of Document Engineering [Textbook, 73-86]

"Business process modeling languages: Sorting through the alphabet soup. (Sections 1-3, pages 1-12)" H. Mili, G. Bou Jaoude, É. Lefebvre, G. Tremblay, and A. Petrenko. [Online]

Research Report, Dépt. d'Informatique, University of Quebec, Montreal (January 2004)

Chapter 15 of Document Engineering [Textbook, 505-509]

Resources

February 12 : Monday

8. The Document Engineering Approach 

Required Readings

Chapter 7 of Document Engineering [Textbook]

Resources

February 14 : Wednesday

9. Business Patterns 

Required Readings

Chapter 3 of Document Engineering [Textbook, 86-100]

Do Some Business Models Perform Better than Others?, Peter Weill, Thomas W. Malone, Victoria T. D’Urso, George Herman and Stephanie Woerner [Online]

E-Gov: Federal Enterprise Architecture [Online]

"FEA Consolidated Reference Model Document" Office of Management and Budget [Online, pages 1-9, 25-26 ]

FY07 Budget

Resources

Pattern Scavenger Hunt / Study Guide assigned 

Due on March 1

Assignment details

February 19 : Monday : President's Day

10. President’s Day Holiday 

February 21 : Wednesday

11. Models of Business Organization 

Required Readings

Chapter 4 of Document Engineering [Textbook, 102-118]

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

CIO (August 2002)

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

Resources

February 26 : Monday

12. Models of Business Processes 

Required Readings

Chapter 4 of Document Engineering [Textbook, 119-127]

"The Coming Commoditization of Processes" Thomas Davenport [Handout]

Harvard Business Review (June 2005)

"What is in the Process Handbook?" George A. Herman and Thomas W. Malone [Online, pages 221-231]

Organizing Business Knowledge (September 2003)

MIT Process Handbook [Online]

RosettaNet PIP Directory [Online]

Resources

February 28 : Wednesday

13. Models of Business Information 

Required Readings

Chapter 4 of Document Engineering [Textbook, 128-147]

Chapter 6 of Document Engineering [Textbook]

Microformats [Online]

Cover Pages -- XML Applications [Online]

Overview of OASIS Technical Committees [Online]

List of OASIS Technical Committees [Online]

Universal Business Language 1.0 (Sections 1-6.4) [Online]

Resources

Business Patterns assigned 

Due on March 9

Assignment details

March 1 :

Pattern Scavenger Hunt / Study Guide due 

March 5 : Monday

14. Models of Business Architecture; Requirements and Context 

Required Readings

Chapter 5 of Document Engineering [Textbook]

"E-Government Architecture in Ireland" Sean McGrath and Fergal Murray [Online]

XML 2004 Conference

"The Digital Transformation: Technology and Beyond" Donald J. Bowersox, David J. Closs, and Ralph W. Drayer [Online]

Supply Chain Management Review (January/February 2005)

Chapter 8 of Document Engineering [Textbook]

Resources

March 7 : Wednesday

15. Document / Information Source Inventory 

Required Readings

Chapter 11 of Document Engineering [Textbook]

Chapter 16 of Document Engineering [Textbook, 540-554]

"Two Case Studies (pages 33-49)" [Handout]

The Myth of the Paperless Office (2002)

Resources

Requirements and Inventory assigned 

Due on March 16

Assignment details

Course Project assigned 

Due on May 7

Assignment details

March 9 :

Business Patterns due 

March 12 : Monday

16. Business Process Analysis [1] 

Required Readings

Chapter 9 of Document Engineering [Textbook]

Resources

March 14 : Wednesday

17. Business Process Analysis [2] 

Required Readings

"BPM Process Patterns: Repeatable Designs for BPM Process Models" (January 2006) [Online]

Resources

March 16 :

Requirements and Inventory due 

March 19 : Monday

18. Business Process Analysis [3] 

Required Readings

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

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

"Innovation at the Speed of Information" Steven D. Eppinger [Handout]

Harvard Business Review (January 2001)

Resources

Modeling Processes assigned 

Due on March 30

Assignment details

March 21 : Wednesday

19. Business Process Design  

Required Readings

Chapter 10 of Document Engineering [Textbook]

Resources

March 26 : Monday : Spring Break

20. Spring Break 

March 28 : Wednesday : Spring Break

21. Spring Break 

March 30 :

Modeling Processes due 

April 2 : Monday

22. Document Analysis [1] 

Required Readings

Chapter 12 of Document Engineering [Textbook]

Resources

April 4 : Wednesday

23. Document Analysis [2] 

Required Readings

"The Domain of Domains" Robert Schmidt [Online]

Extreme Markup Languages 2002

"When "It Doesn't Matter" Means "It Matters"" B. Tommie Usdin [Online]

Extreme Markup Languages 2002

Resources

April 9 : Monday

24. Document Analysis [3] 

Required Readings

Overview and The Sylvia Data Model [Online]

The Syllabus Viewing Application, Lisa De Larios-Heiman and Carolyn Cracraft. ()

"Model-driven Application Design for a Campus Calendar Network (Sections 1-3.2.3.2.2)" [Online]

XML 2004 Conference

Resources

Document Analysis assigned 

Due on April 18

Assignment details

April 11 : Wednesday

25. Document Component Design [1]  

Required Readings

Chapter 13 of Document Engineering [Textbook]

Resources

April 16 : Monday

26. Document Component Design [2] 

Required Readings

Universal Business Language 1.0 Appendix B [Online]

Sections 3.2.4-end [Online]

Model-driven Application Design for a Campus Calendar Network, Alison Bloodworth and Robert Glushko. ()

[Online]

Database Normalization, Ian Gilfillan. ()

"Creating and Maintaining Large Families of Related Schemas" Anthony B. Coates [Online]

XML 2005 Conference

Resources

April 18 : Wednesday

27. Document Engineering Project Session [1] 

No new readings for today – we will work in class on your course projects

Required Readings

Chapter 7 of Document Engineering [Textbook]

Document Analysis due 

April 23 : Monday

28. Document Engineering Project Session [2] 

No new readings for today – we will work in class on your course projects

Required Readings

Chapter 7 of Document Engineering [Textbook]

April 25 : Wednesday

29. Document Model Assembly 

Required Readings

Chapter 14 of Document Engineering [Textbook]

Resources

April 30 : Monday

30. Implementing Models in Applications [1] 

There will be no lecture today; you are strongly advised to attend Jon Udell's lecture "Internet services by the people and for the people" on 5/1 at 5pm in the Service Science lecture series

Required Readings

Chapter 15 of Document Engineering [Textbook]

"Business process modeling languages: Sorting through the alphabet soup. (Sections 4-7, pages 12-54)" H. Mili, G. Bou Jaoude, É. Lefebvre, G. Tremblay, and A. Petrenko. [Online]

Research Report, Dépt. d'Informatique, University of Quebec, Montreal (January 2004)

May 2 : Wednesday

31. Implementing Models in Applications [2] 

Guest: Hideki Hiura of Justsystems

Required Readings

Using xfy to mash up your web life [Online]

Resources

May 7 : Monday

32. Course Wrap-up 

Resources

Course Project due 

last updated on 2007-05-04 by RJG