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研究生: 趙敏樺
Chao, Min-Hua
論文名稱: 以物件導向本體論支持企業領域知識整合的理論與實務:客製化報價諮詢服務系統的個案研究
Theory and implementation of object-oriented ontology supporting enterprise domain knowledge integration: A case study of customized quotation consulting service system
指導教授: 張瑞芬
Trappey, Amy J. C.
口試委員: 劉祖華
Liu, Thu-Hua
邱銘傳
Chiu, Ming-Chuan
鄭元杰
Tseng, Yuan-Jye
歐陽超
Ou-Yang, Chao
學位類別: 博士
Doctor
系所名稱: 工學院 - 工業工程與工程管理學系
Department of Industrial Engineering and Engineering Management
論文出版年: 2024
畢業學年度: 112
語文別: 英文
論文頁數: 160
中文關鍵詞: 數位轉型業務與IT對齊物件導向本體論企業資源規劃系統整合架構
外文關鍵詞: digital transformation, business & IT alignment, object-oriented ontology, enterprise resource planning, system integration framework
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  • 在工業4.0和數位轉型時代,製造業的價值主張已從單純銷售產品轉變為透過整合IT服務直接為終端客戶提供價值。企業資源規劃(ERP)系統最初專注於製造流程,現已發展到涵蓋幾乎所有業務運營,成為數位轉型策略的支柱,確保企業在數位互聯世界中保持競爭力。成功的數位轉型(DT)不僅需要ERP系統中包含的大量數據,還需要它們與業務流程保持一致,即業務與IT對齊(BITA)。
    本研究從三個角度提出了支持 BITA 的綜合解決方案。首先是引入物件導向本體(OOO)。OOO融合了物理和哲學的觀點,著眼於業務運作中所有可觀察和可理解的實體本質,形成了本研究的核心概念。以此基礎提出了物件導的本體企業架構(OOOEA),包括應用層、業務層、領域層、資料存取層四層,實體層、數位化企業架構、知識系統三個面向,形成全面的系統整合框架。其次是採用基於統一塑模語言(UML)的CAS模型作為領域知識本體,以統一語言作為溝通標準對於促進 BITA 至關重要。研究以三個階段評估企業領域知識本體的發展階段:建模現實、驗證模型和驗證現實,也提供了廣泛的OOO建置工作流程。第三,實際應用案例驗證了所提出框架的可行性和有效性。例如,接單後設計生產(ETO)的製造商可以使用此框架進行客製化產品的成本估算服務。透過整合MBOM、庫存、採購、製造、銷售數據等ERP系統模組,展現了OOOOEA的領域知識整合能力。此外,系統整合能力透過系統功能和聊天機器人提供的服務展示。
    領域知識是DT的基石,它不僅指導企業的數位化策略和方向,也促進內部溝通與協作,帶來更好的業務成果和競爭優勢。迄今為止,還沒有文獻探討物件導向本體在企業領域知識整合的應用。本研究建立了一種新穎的通訊語言來闡明企業領域知識,從而解決DT背景下的 BITA 挑戰。強調整合過程的跨學科性質,包括哲學、電腦科學、知識工程和管理,呈現重大進步。


    In the era of Industry 4.0 and digital transformation (DT), the value proposition of the manufacturing industry has shifted from merely selling products to providing value directly to end customers through integrated IT services. Enterprise resource planning (ERP) systems, which initially focused on manufacturing processes, have evolved to encompass almost all business operations, serving as a pillar of DT strategies that ensure companies remain competitive in a digitally connected world. Successful DT requires not only the extensive data contained in ERP systems but also their alignment with business processes, known as business & IT alignment (BITA).
    This study proposes integrated solutions to support BITA from three perspectives. First is the introduction of Object-Oriented Ontology (OOO). This approach integrates both physical and philosophical viewpoints to focus on the essence of all observable and comprehensible entities in business operations, forming the core concept of this study. Based on this, the Object-Oriented Ontology Enterprise Architecture (OOOEA) framework is proposed, encompassing four layers—application, business, domain, and data access—and three aspects—physics, digital enterprise architecture, and knowledge-based systems. This forms a comprehensive system integration framework. Second is the adoption of the UML-based CAS Model, which serves as the domain knowledge ontology. Using a "unified language" as a communication standard is crucial for facilitating BITA. The study evaluates the development stages of enterprise domain knowledge ontology across three stages: modeling the reality, verifying the model, and verifying the reality. An extensive OOO construction workflow is also provided. Third, practical application cases validate the feasibility and effectiveness of the proposed framework. For example, a manufacturer producing customized products using an Engineer-to-Order (ETO) approach can use this framework for cost estimation services. By integrating ERP system modules such as MBOM, inventory, procurement, manufacturing, and sales data, the OOOEA's domain knowledge integration capability is demonstrated. Additionally, system integration capabilities are showcased through services provided by system functions and chatbots.
    Domain knowledge is the cornerstone of DT. It not only guides the digital strategy and direction of enterprises but also fosters internal communication and collaboration, leading to better business outcomes and competitive advantages. To date, no existing literature has explored the application of object-oriented ontology in enterprise domain knowledge integration. This study establishes a novel communication language to elucidate enterprise domain knowledge, thereby addressing BITA challenges in the context of DT. The interdisciplinary nature of the integration process, encompassing philosophy, computer science, knowledge engineering, and management, is emphasized, presenting significant advancements.

    Contents i Figure contents iv Table contents vi List of abbreviations vii 1. Introduction 1 1.1 Problem definition and challenges 2 1.1.1 User interface 3 1.1.2 Domain model and knowledge base 3 1.1.3 Business and IT alignment (BITA) in digital transformation 4 1.2 Research questions 5 1.3 Thesis overview 7 1.3.1 Publications 7 1.3.2 Thesis structure 9 2. Literature review 10 2.1 Digital transformation (DT) 10 2.1.1 Hyperautomation 10 2.1.2 Intelligent process automation (IPA) 10 2.2 Object-oriented ontology (OOO) 11 2.2.1 Essence and reality 12 2.2.2 Comparison between object-oriented ontology and object-oriented programming 12 2.2.3 OOO application and implication 14 2.3 The essence of digital transformation and business process reengineering 15 2.4 Business and IT alignment (BITA) 16 2.4.1 Business process management 17 2.4.2 Modeling method 17 2.4.3 Discussion 18 2.5 Knowledge engineering 19 2.5.1 Conceptual model and ontology 20 2.5.2 Knowledge acquisition and modeling 20 2.5.3 Knowledge representation 21 2.6 Information system architecture 23 2.6.1 Service-oriented architecture (SOA) 23 2.6.2 Microservice architecture (MSA) 24 2.6.3 Domain-driven design (DDD) MSA 25 2.6.4 The interaction between SOA, MSA, DDD, and object-oriented design patterns 26 2.7 Product configuration systems 27 2.8 Cost estimation 28 2.9 Digital technologies 29 2.9.1 Natural language-enabled chatbot 29 2.9.2 Immersive technologies and virtual reality (VR) 35 2.10 Summary 38 3. Key methodologies and system integration framework 39 3.1 OOO 39 3.1.1 Object-centered essentialism 39 3.1.2 Essence-oriented modeling approach 41 3.1.3 Four characteristics of OOO 42 3.1.4 Summary 52 3.2 Operational Scope and Enterprise Organization 52 3.2.1 The three levels of the operational scope 53 3.2.2 Role definition 53 3.2.3 Interaction 57 3.3 Object-oriented ontology-based enterprise architecture (OOOEA) 59 3.3.1 Integration of physic and system 59 3.3.2 Applying OOOEA to MSA 60 4. Class-Activity-Status (CAS) domain ontology model 62 4.1 Three stages of CAS model implementation 62 4.1.1 Stage 1: modeling reality 63 4.1.2 Stage 2: verifying the model by requirements 63 4.1.3 Stage 3: verifying reality by the model 63 4.2 OOO construction workflow 63 4.2.1 Phase 1: knowledge acquisition 65 4.2.2 Phase 2: static structural modeling 65 4.2.3 Phase 3: dynamic behavioral modeling 70 5. Case study: OOOEA and quotation consulting system implementation 73 5.1 System environment 75 5.1.1 Eclipse integrated development environment (IDE) 75 5.1.2 ZK web project 76 5.1.3 Apache Tomcat server 77 5.1.4 Three-tier architecture 77 5.1.5 MySQL database 78 5.2 CAS model—The domain layer in DEA 78 5.2.1 CAS model in the MBOM domain 78 5.2.2 CAS model in the inventory domain 85 5.2.3 CAS model in the purchase domain 90 5.2.4 CAS model in the manufacturing domain 92 5.2.5 CAS model in the sales & distribution domain 96 5.3 The data access layer in DEA 98 5.4 Design patterns—Business layer in DEA 99 5.4.1 Business Process Unit (BPU) pattern 99 5.4.2 Traveler pattern 102 5.4.3 Query Operation (QOP) pattern 105 5.5 The domain layer in KBS 107 5.5.1 The relaxation MBOM model in extensional database 107 5.5.2 Microservices as the knowledge base for chatbot and the BITA workflow 110 5.5.3 Product catalog and product model 113 5.6 Product configuration and quotation system implementation 116 5.6.1 Explanation of product configuration examples 119 5.6.2 System function screen implementation 119 5.6.3 Product unit prices 123 5.6.4 Pricing function Implementation 124 5.6.5 Chatbot interface implementation 127 6. Conclusions 131 6.1 Theoretical contributions 131 6.2 Implications 133 6.3 Novelty 133 6.4 Limitations and future research 134 References 136 Appendix A. MySql database table schema in DEA 152 Appendix B. Mysql database table schema in KBS 159

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