Onto-planning: innovation for regional development planning within EU convergence framework

Onto-‐planning: innova.on for regional development planning within EU convergence

framework. Francesco Scorza, Giuseppe Las Casas, Angelo Carlucci

Università della Basilicata – Laoratorio di Ingegneria dei Sistemi Urbani e Territoriali (LISUT) University of Basilicata – Laboratory of Urban and Regional Systems Engineering (LISUT),

Viale dell’Ateneo Lucano 10, 85100, Potenza -‐ Italy [email protected]

LISUT

Laboratorio di Ingegneria dei Sistemi Urbani e Territoriali

Laboratory of Urban and Regional Systems Engineering

University of Basilicata

Faculty of Engineering

Department of Architecture, Planning and Transport Infrastructure

INPUT 2010 – 13, 15 Settembre 2010 - Potenza Ing. Francesco Scorza

Index:

•  Istances of local development planning •  Onto-‐Planning: a renewed methodological and operaUve approach

•  ReDO •  ReDO & ROPs •  Conclusions

LISUT






Istances:

Plan

SDI, …

NegoUaUon

ParUcipaUon

ImplementaUon

Management

EvaluaUon

Programmer, Decision maker

Context

Beneficiaries

LISUT






Istances:

Rationality of the process Equity, effectiveness and sustainability

Accountability Pertinence and relevance of the plan in front of the context

Communication - Participation Interoperability

Evaluation

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POR Basilicata 2000/2006 Axis IV – Sistemi locali di sviluppo

Axis Overal Objectives

“promozione di interventi di messa in rete delle attività commerciali” - B5.2.1 “processi di internazionalizzazione rivolti a mercati esteri identificati come strategici a livello regionale (es., ‘Progetti Paese, Mercato, Filiera, Distretto) anche a seguito del confronto con il partenariato socio-economico.” - B5.3.2

“realizzazione di partnership internazionali di tipo economico produttivo e commerciale che vedano il coinvolgimento di operatori appartenenti a comunità di lucani all’estero” - B5.3.3

Specific objectives with sectorial specifications

……

……

“Favorire l’internazionalizzazione delle imprese della Basilicata e la promozione dell’integrazione e della cooperazione economica, culturale e istituzionale, transfrontaliera, transnazionale e interregionale.” B5

B5.3 …… Results

AcUons

StarUng point of the research

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Grafo 1: Program structure Asse IV ROP Basilicata 00/06

Specific Objectives

Overall Objective

Results

Actions

ROP Basilicata 2000/2006 analysis

LISUT






Grafo 2: Program structure Misure IV.4 / IV.19 ROP Basilicata 00/06

Specific Objectives

Overall Objective

Results

Actions

LISUT







Grafo 3: Program structure Bando MulUmisura IV.4 / IV.19 ROP Basilicata 00/06

Specific Objectives

Overall Objective

Results

Actions

LISUT







Knowledge management

vs planning process

LISUT






Building knowledge process: conceptualizaUon

LISUT






Ontological approach

Ontology: “a model allowing to develop an abstract and symplified representation of reality

In our view the ontology is a tool for developing and manage a reasoned representation of reality according with explicit tasks

LISUT






Main components of ontology

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•  CONCEPTS •  ASSIOMI (definitions) •  ATTRIBUTES •  RELATIONS

•  Taxonomic •  Not-taxonomic

•  RESTRICTIONS

ReDO

LISUT






LISUT






Phases Description Output 1 Domain definition Identification of ontology “scope”. According to main questions described

above, we defined the domain including the relevant aspects of EU OPs management and evaluation: components, actors, policies, tools, etc.

Domain

2 Concept identification

According to ontology structure, a team of experts (technicians and scientists) identified the relevant concepts for ReDO purposes after an analysis of 2007/2013 POs (PO ERDF Basilicata, PO ERDF Puglia, PO ERDF Campania - Italy).

Concept list (about 110 concepts)

3 Thesaurus For each concept, the research team identified the pertinent definition using accredited sources. The result is a glossary (thesaurus) and it represents the first operative output of the process.

Thesaurus (about 110 concepts and definitions)

4 Extraction of ontology classes from thesaurus

Within the whole thesaurus, the research team defined the ontology classes through a pear to pear negotiation.

Classes (61 ReDO classes)

5 Taxonomy development

The 61 classes have been organized in a taxonomy: a hierarchical structure based on the taxonomic relation “IS_A”

Taxonomy

6 Application of attributes and restrictions to each class

Attributes and restrictions allow to realize an operative characterization of a class. The definition itself is an attribute of a class. Attributes correspond to data/information required for the individuals of the class. Restrictions are rules for class population.

Attributes Restrictions

7 Definition of relations among classes

Relations among classes allowed to represent procedures and functions connected to the management and the evaluation of OPs

Relations

8 Ontology population After the construction of the ontological structure a very important step is the population of the ontology. It is the phase of operative representation of the domain in ReDO knowledge management tool.

Instances

ReDO

LISUT






ReDO & ROPs

LISUT






ReDO & ROPs

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10 Francesco Scorza, Giuseppe Las Casas, Angelo Carlucci

Fig.6 Program Content Structure

Using the previous classes we represent the five ROPs. In the following figure is proposed an output of the representation. Each trees represents one program.

At the end of the study we obtained an ontology with more than six hundred items: a very complex network (see fig. 8). At this step the useful ontological tools provided by protégé helped to interrogate the network producing comparative results. In the figure 9 it is presented an example of query through protegé query tool.

Fig.7 Regional Operative Programs

ReDO & ROPs

LISUT






Onto-planning: innovation for regional development planning within EU convergence framework 11

Fig.8 ReDO Complex Network

Fig.9 ReDO Query

ReDO & ROPs

LISUT






Onto-planning: innovation for regional development planning within EU convergence framework 11

Fig.8 ReDO Complex Network

Fig.9 ReDO Query

Conclusions •  A tested procedure for ontology design, methodological

remarks regarding the role of users (or stakeholders) interacUon in the process of building-‐up the ontology

•  PerspecUves: integraUon in SDI •  The ontological representaUon of the program gives

important contribuUon: –  to control –  to evaluate the program structure logic.

LISUT






Thanks

Ing. Francesco Scorza

PhD Student at University of Basilicata -‐ Faculty of Engineering Department of Architecture, Planning and Transport Infrastructure (DAPIT) Laboratory of Urban and Regional Systems Engineering (LISUT) Viale dell’Ateneo Lucano, 10 85100 Potenza – Italy

www.lisut.org [email protected] Skype: francescoscorza Tel: 0039.347.7001363

Technology

Onto-planning: innovation for regional development planning within EU convergence framework