Ontology-Based Adaptive Interface for COTS ERP Systems

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Solution Overview

Problem

Commercial-off-the-shelf (COTS) enterprise resource planning (ERP) systems often require customization to align with specific business processes, leading to complexity and inefficiency, as users need to adapt to generic user interfaces that do not provide familiar or relevant information, hindering productivity, especially in dynamic work domains like maintenance planning.

Innovation Solution

A work-centered support system that uses ontology and model-based adaptive user interface technology to automatically supplement COTS software displays with relevant decision support information from external data sources, presenting it in a familiar format through a 'Focus-Periphery' structure, reducing the need for extensive user training and customization.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If COTS ERP systems use generic user interfaces designed by application engineers, then the system maintains standardization and ease of deployment, but the interface does not align with user-specific business processes and terminology, reducing ease of operation

Engineering Contradiction:
Improveease of deploymentVSAvoidease of operation
Core Design Contradiction:
Ease of manufactureVSEase of operation

Solution Approach 1:

The patent introduces an intermediary layer between the COTS ERP system and the user interface. This layer translates generic ERP data and terminology into user-specific business terminology and processes without modifying the underlying ERP system. The intermediary captures user interactions and dynamically presents information in familiar formats, resolving the conflict between standardized deployment and customized operation.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If COTS ERP systems require customization to align with specific business processes, then the interface becomes more relevant to users, but the system complexity increases and upward compatibility is jeopardized

Engineering Contradiction:
Improverelevance to business processesVSAvoidsystem complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent segments the system into distinct functional layers: the unchanged COTS ERP backend and a separate adaptive presentation layer. The presentation layer is further segmented into modules that handle specific translation tasks (terminology translation, process mapping, data transformation). This segmentation allows customization without affecting the core ERP system, maintaining simplicity and upgrade compatibility while providing relevant user interfaces.

Inventive Principle:
Principle #1Segmentation

3Productivity

If users spend extensive time training to become experts with the ERP application, then productivity increases, but the time investment and resource requirements increase significantly

Engineering Contradiction:
Improveuser productivityVSAvoidtraining time
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The patent creates virtual copies of familiar work domain artifacts and presentations that mirror the user's existing knowledge and processes. Instead of requiring users to learn the ERP system's synthetic work domain, the system copies and adapts the user's familiar terminology, data structures, and process flows into the interface. This allows users to operate productively with minimal training by interacting with copied representations of their native work environment.

Inventive Principle:
Principle #26Copying

4Adaptability or versatility

If the COTS vendor makes schema changes to improve the system, then the system functionality is enhanced, but the changes create ripple effects through deployed systems and require user adaptation

Engineering Contradiction:
Improvesystem functionalityVSAvoiduser adaptation
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The adaptive presentation layer serves as a buffer between COTS vendor schema changes and the user interface. When the vendor updates the ERP system, the intermediary layer absorbs these changes and continues to translate data into user-specific formats without requiring users to adapt to new interfaces. The intermediary maintains stable mappings between ERP data structures and user-facing presentations, isolating users from backend changes and preserving ease of operation despite system evolution.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS8751958B2System and method of integrating web-based graphical user interfaces with data from exterior sources
Publication Date: 2014.06.10 LOCKHEED MARTIN CORP
  • US8751958B2 patent drawing
  • US8751958B2 patent drawing
  • US8751958B2 patent drawing

AI summary

Commercially available applications which display information via a graphical user's interface can be supplemented with additional related information. The related information can be automatically extracted and overlaid on the information with the assistance of a pre-established ontology.