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ISBN 9984-633-03-9Annual <strong>Proceed<strong>in</strong>gs</strong>of Vidzeme University CollegeICTE <strong>in</strong> RegionalDevelopmentValmiera, 2006


Chief Editors:Dr. Eberhard Blümel – Fraunhofer Institute for factory Operation and Automation (Germany)Prof. Egils G<strong>in</strong>ters – Vidzeme University College (Latvia)Editorial Board:Prof. Agost<strong>in</strong>o Bruzzone – The University of Genoa (Italy)Prof. Antoni Guasch – Politechnical University of Catalonia (Spa<strong>in</strong>)Prof. Birger Rapp – L<strong>in</strong>köp<strong>in</strong>g University (Sweden)Prof. Bruno S. Sergi – University of Mess<strong>in</strong>a (Italy)Prof. Carm<strong>in</strong>e G. Biancardi – Mettle Group (France)Prof. Eugene K<strong>in</strong>dler – University of Ostrava (Czech Republic)Prof. Henrikas Pranevicius – Kaunas University of Technology (Lithuania)Prof. Gaby Neumann - Otto-von-Guericke-University of Magdeburg, The LogNetgroup of European Logistics Association (ELA)Prof. Gunther Maier – Vienna University of Economics and Bus<strong>in</strong>ess Adm<strong>in</strong>istration(Austria)Prof. Igor Kabashk<strong>in</strong> –Transport and Telecommunication Institute (Latvia)Prof. Janis Grundspenkis – Latvian Academy of SciencesProf. Klaus G. Troitzsch – The University Koblenz-Landau, European SocialSimulation Association (ESSA)Prof. Krzysztof Amborski –Warsaw University of Technology (Poland)Prof. Leonid Novitski – Riga Technical University (Latvia)Prof. Miquel Angel Piera –The University Autonoma of Barcelona (Spa<strong>in</strong>)Prof. Vytautas Paulauskas – Klaipeda University (Lithuania)Prof. Yuri Merkuryev – RTU, Latvian Simulation SocietyCover designed by Ms. Inese UpiteThe <strong>Proceed<strong>in</strong>gs</strong> are aimed to <strong>in</strong>troduction on research related with modern solutionsand tools of In<strong>format</strong>ion Technologies, Telecommunications, and Electronics used forregional development and sociotechnical systems management and control. The<strong>Proceed<strong>in</strong>gs</strong> also deals with some aspects of regional science. Responsibility for theaccuracy of all statements <strong>in</strong> each paper rests solely with the Author(s).The correspondence address is:Vidzeme University College<strong>Sociotechnical</strong> <strong>Systems</strong> Eng<strong>in</strong>eer<strong>in</strong>g InstituteCesu Street 4, Valmiera LV-4200LatviaTel.: +371-4207230Fax.: +371-4207229E-mail: egils.g<strong>in</strong>ters@va.lvPublished <strong>in</strong> conformity with resolution No. 1on 11 December 2006 of <strong>Sociotechnical</strong><strong>Systems</strong> Eng<strong>in</strong>eer<strong>in</strong>g Institute ofVidzeme University College, Latvia© Vidzeme University College, 2006


“Development of Creative Human – theWay to Knowledge Society”Neither successful new specialists’ preparation, nor regional balanced development ispossible without a research. Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University Collegemanaged by <strong>Sociotechnical</strong> <strong>Systems</strong> Eng<strong>in</strong>eer<strong>in</strong>g <strong>in</strong>stitute serve for experiencegeneralization <strong>in</strong> ICTE technologies and research methods use <strong>in</strong> the differentregional development aspects. The new <strong>Proceed<strong>in</strong>gs</strong> <strong>in</strong>volve articles aimed to e-learn<strong>in</strong>g and mobile telecommunication technologies <strong>in</strong>troduction, about modern and<strong>in</strong>telligent logistics, about regional development plann<strong>in</strong>g and forecast<strong>in</strong>g. There are<strong>in</strong>volved articles related with simulation, evaluation, and development of the newmethods <strong>in</strong> mathematics. An aim of the publisher is to encourage regional science andresearch, grant<strong>in</strong>g free publication possibilities ma<strong>in</strong>ly to the young scientists,doctoral students, graduates, and <strong>in</strong>dustry specialists.The Editors are truly thankful to the article writers and technical personnel for thesuccessful cooperation dur<strong>in</strong>g creation of the <strong>Proceed<strong>in</strong>gs</strong>. The pr<strong>in</strong>t<strong>in</strong>g partially hasbeen funded with the support from the European Commission. Therefore the Editorswould like to pay special thank to Leonardo da V<strong>in</strong>ci SocSimNet project No.LV/04/B/F/PP-172.000 and Agency for Vocational Education Development forf<strong>in</strong>ancial support. This publication reflects the views only of the authors, and theCommission and SocSimNet project cannot be held responsible for any use, whichmay be made of the <strong>in</strong><strong>format</strong>ion conta<strong>in</strong>ed there<strong>in</strong>.Editors


Valmiera often is called a pearl of Vidzeme and the capital of the region. Valmiera isgrow<strong>in</strong>g and dynamic city with clear vision of the development – active and welfarecity for everybody. Priority for the municipality of Valmiera is provision of highquality all-level education. Contribution of Vidzeme University College <strong>in</strong> regionaldevelopment of human resources, education, and science is very important andworthwhile. The graduates of Vidzeme University College with honour br<strong>in</strong>g thename of Valmiera <strong>in</strong> Latvia and outside.The <strong>Proceed<strong>in</strong>gs</strong> encourage recognition and popularity of Vidzeme UniversityCollege and the region not only <strong>in</strong> Latvia, but also <strong>in</strong> Europe. The <strong>Proceed<strong>in</strong>gs</strong>grant<strong>in</strong>g free of charge publish<strong>in</strong>g for young regional scientists and thus support theirresearch activities.Major of Valmiera City CouncilMr. Inesis Boķis


TABLE OF CONTENTSINTELLIGENT SYSTEM FOR LEARNERS’ KNOWLEDGE SELF-ASSESSMENT AND PROCESS ORIENTED KNOWLEDGE CONTROLBASED ON CONCEPT MAPS AND ONTOLOGIES ………………………………………… 1Alla Anoh<strong>in</strong>a , Vita Graud<strong>in</strong>a , Janis GrundspenkisWEB-BASED INTELLIGENT TUTORING SYSTEMS FORCOLLABORATIVE LEARNING ………………………………………………………………. 9Tatjana Rikure, Leonids NovickisINFORMATION TECHNOLOGIES AND E-LEARNING IN THE STUDIESOF TOURISM ……………………………………………………………………………………. 13Sarma CakulaAPPLICATION OF MODELING METHODS IN THE CONTEXT OFCONTINUOUS EDUCATION ………………………………………………………………….. 19G<strong>in</strong>ta Stale, Marite KirikovaCHANGES TO TRAINING AND PERSPECTIVE OF THE TEACHINGSTAFF FOR THE NEW TECHNOLOGIES …………………………………………………... 25Antonio Bustos JiménezE-LEARNING EVALUATION USING EDUSA SYSTEM …………………………………... 30Armands Strazds, Atis Kapenieks, Bruno ŽugaNATURNET PORT – NEW SOLUTION FOR E-LEARNING ANDM-LEARNING IN SUSTAINABLE DEVELOPMENT BASED ONINTEROPERABLE WEB SERVICES …………………………………………………………. 36Karel Charvat, Petr Horak, Peter Barz, Harald Stelzl, Alexander Almer,Markus Jochum and Maris AlbertsMOBILE TECHNOLOGIES USE IN SERVICES DEVELOPMENT ANDTRAINING IN LOGISTICS INFORMATION SYSTEMS …………………………………... 41Eberhard Bluemel, Egils G<strong>in</strong>ters, Atis Kapenieks, Leonid Novitsky, Ilmars Slaid<strong>in</strong>sDO INTELLIGENT OBJECTS AUTOMATICALLY LEAD TOINTELLIGENT LOGISTICS PROCESSES? …………………………………………………. 51Gaby NeumannTHE ECR E-COACH: A VIRTUAL COACHING ENVIRONMENTTO IMPROVE UNDERSTANDING AND IMPLEMENTATION OFEFFICIENT CONSUMER RESPONSE IN PRACTICE ……………………………………... 61Gaby Neumann, Stanislaw Krzyzaniak- i -


DEVELOPMENT OF WEB BASED GRAVITY MODEL FORFORECASTING THE COMMUTERS' FLOWS …………………………………………….... 73Marija Bogataj, Samo Drobne, Oleg GaiduchenkoINFLUENCE OF MARKET REGULATION PROCESSES ONCOMPETITION WITHIN ELECTRONIC COMMUNICATIONSINDUSTRY ……………………………………………………………………………………….. 78Juris B<strong>in</strong>deINFORMATION TECHNOLOGY FOR MOTIVATING LATVIANPROVINCES TO TAKE ADVANTAGES ON OPPORTUNITIESPROVIDED BY ESF ……………………………………………………………………………... 87Juris Lavendels, Vjaceslavs SitikovsPERSPECTIVES OF WEB PAGE AND E-MAIL USAGE INRURAL TOURISM ACCOMODATION PLACES IN THE LATVIANCOUNTRYSIDE …………………………………………………………………………………. 93Iveta Druva-Druvaskalne, Juris Smaļ<strong>in</strong>skisA GLOBAL SIMULATION MODEL OF DOMESTIC ANDINTERNATIONAL TOURISM: AN APPLICATION TO THEESTIMATION OF CLIMATE CHANGE IMPACTS ………………………………………… 104Andrea Bigano, Jacquel<strong>in</strong>e M. Hamilton and Richard S.J. TolAN OVERVIEW OF THE AGENT − BASED SOCIAL SYSTEMSIMULATION TOOLS ………………………………………………………………………….. 113Dmitrij PozdnyakovABSTRACTION MECHANISMS OF BETA ………………………………………………….. 120Ferd<strong>in</strong>and Mácha , František HuňkaEVOLUTION OF WIRELESS APPLICATION ……………………………………….……… 124Aleksejs JurenoksNECESSITY OF NEW LAYERED APPROACH TO NETWORKSECURITY ……………………………………………………………………………………….. 127Dmitry KryukovDUAL SUBSTITUTION METHOD OF SOLVING PARTIALDIFFERENTIAL EQUATIONS ………………………………………………………………... 130Valerijs Stepuchevs- ii -


INTELLIGENT SYSTEM FOR LEARNERS’ KNOWLEDGE SELF-ASSESSMENT AND PROCESSORIENTED KNOWLEDGE CONTROL BASED ON CONCEPT MAPS AND ONTOLOGIESAlla Anoh<strong>in</strong>a 1 , Vita Graud<strong>in</strong>a 2 , Janis Grundspenkis 3Riga Technical UniversityKalku Street 1, Riga LV-1658, Latvia1E-mail: alleila@algs.lv2E-mail: vita@cs.rtu.lv3E-mail: jgrun@cs.rtu.lvKEYWORDSIntelligent system, knowledge assessment, processoriented learn<strong>in</strong>g, concept map, ontologyABSTRACTEmerg<strong>in</strong>g of knowledge-based society and rapidgrowth of technology put forward necessity to develophuman resources through acquir<strong>in</strong>g of qualitativeknowledge accord<strong>in</strong>gly to today's requirements of labourmarket and tendencies of global economy. The quality ofknowledge depends on the quality of teach<strong>in</strong>g andlearn<strong>in</strong>g process which, <strong>in</strong> turn, has strong connectionwith assessment of knowledge. The paper describes an<strong>in</strong>telligent software system based on concept maps. It hasbeen developed with the purpose to improve a techniqueof knowledge assessment with<strong>in</strong> an educational<strong>in</strong>stitution through the support of process orientedlearn<strong>in</strong>g and knowledge self-assessment. The ma<strong>in</strong>questions are related to the system’s functionality, test<strong>in</strong>gresults and use of ontologies <strong>in</strong> the further developmentof the system.INTRODUCTIONNowadays a new type of society - knowledge society -emerges as consequence of replacement of <strong>in</strong>dustrial ageby <strong>in</strong><strong>format</strong>ion age. Furthermore, constantly <strong>in</strong>creas<strong>in</strong>g<strong>in</strong>fluence and rapid growth of technology forceemployers to put forward demands for highly skilled andeducated workforce. Thus, knowledge is becom<strong>in</strong>g themost important asset and it is necessary to develophuman resources <strong>in</strong> order to ensure the competitivenessof a state on world arena <strong>in</strong> the nearest century.It is obvious, that the harmonized development of awhole state is possible only under condition of theharmonized development of its all regions. Therefore, itis important to develop human resources <strong>in</strong> regions,<strong>in</strong>creas<strong>in</strong>g an educational level, promot<strong>in</strong>g improvementof professional skills, and retra<strong>in</strong><strong>in</strong>g of workforceaccord<strong>in</strong>gly to today's requirements of labour market andtendencies of global economy.The quality of knowledge, which a person acquireswith<strong>in</strong> an educational <strong>in</strong>stitution, depends on the qualityof teach<strong>in</strong>g and learn<strong>in</strong>g process, which, <strong>in</strong> turn, hasstrong connection with assessment of reached knowledgelevel. The ma<strong>in</strong> value of knowledge assessment lies <strong>in</strong>feedback, which gives important <strong>in</strong><strong>format</strong>ion both to ateacher and to a learner. This <strong>in</strong><strong>format</strong>ion can be used forknowledge management. The teacher can managelearners' knowledge by track<strong>in</strong>g and assess<strong>in</strong>g a level oftheir knowledge at each stage of a learn<strong>in</strong>g course.Assessment results may be used to analyze quality andsuitability of learn<strong>in</strong>g material and to change teach<strong>in</strong>gmethods for the purpose of learners’ progress towardsachievement of the desirable knowledge level. Thus, theteacher should put <strong>in</strong>to practice the concept of processorientedlearn<strong>in</strong>g. Knowledge management from thelearner side is related with the keep<strong>in</strong>g track of his/herprogress <strong>in</strong> learn<strong>in</strong>g by means of knowledge selfassessment.However, knowledge assessment very oftenis limited only with f<strong>in</strong>al assessment, and knowledgeself-assessment is ignored at all.The Department of System Theory and Design ofRiga Technical University has developed an <strong>in</strong>telligentsoftware system based on concept maps for learners’knowledge self-assessment and assessment from theteacher side dur<strong>in</strong>g a learn<strong>in</strong>g course. Regardless the factthat the system was created for assessment of students’knowledge at university, it can be used <strong>in</strong> any othercourses from school learn<strong>in</strong>g courses up to retra<strong>in</strong><strong>in</strong>gcourses because it is enough that a teacher is capable tocreate concept maps. Furthermore, the system is a Webbasedapplication that makes the developed system to beusable at any regional <strong>in</strong>stitution, which has the Internetaccess.The rema<strong>in</strong>der of this paper is organized as follows.The next section presents such underly<strong>in</strong>g concepts ofthe system as process oriented learn<strong>in</strong>g, knowledge selfassessmentand concept maps. After that, the architectureand the scenario of the system’s <strong>in</strong>teraction with its usersare described. Further, the detailed results of the systemtest<strong>in</strong>g <strong>in</strong> four different learn<strong>in</strong>g courses are discussed.At the end of the paper some questions related to the useAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 20061


of ontologies <strong>in</strong> the future development of the system aswell as conclusions are presented.UNDERLYING CONCEPTS OF THE SYSTEMThe qualitative teach<strong>in</strong>g and learn<strong>in</strong>g process isachievable under condition of assessment not only of thef<strong>in</strong>al result, but of process of knowledge acquisitionitself. When assessment is made at the end of thelearn<strong>in</strong>g course it is impossible to determ<strong>in</strong>e at whatlearn<strong>in</strong>g stage a learner has met difficulties, which as aresult have led to, <strong>in</strong>complete or <strong>in</strong>sufficient developmentof knowledge and skills and it is also already late to startany remedial actions. Regular assessment of learner'sknowledge level allows to analyze suitability and qualityof learn<strong>in</strong>g content and teach<strong>in</strong>g methods and to changethem timely to promote the learn<strong>in</strong>g course towardsachievement of desirable learners’ knowledgecharacteristics. Thus, an emphasis of regular assessmentdur<strong>in</strong>g teach<strong>in</strong>g and learn<strong>in</strong>g process promotes processorientedlearn<strong>in</strong>g.In process-oriented learn<strong>in</strong>g, a teacher divides alearn<strong>in</strong>g course <strong>in</strong>to stages. The notion of the stage is notstrictly def<strong>in</strong>ed and it can be any logically complete partof the learn<strong>in</strong>g course, for example, a chapter or a topic.At the end of each stage the teacher makes assessment oflearner's knowledge level.Try<strong>in</strong>g to achieve qualitative teach<strong>in</strong>g and learn<strong>in</strong>gprocess it is also important to support self-assessment oflearners’ knowledge. The knowledge self-assessmentallows the learner to keep track of his/her progress <strong>in</strong>learn<strong>in</strong>g, thus, promot<strong>in</strong>g more realized approach to thelearn<strong>in</strong>g process and performance of tasks. Provid<strong>in</strong>gopportunities of knowledge self-assessment, the teachercan <strong>in</strong>form about his/her expectations from the learn<strong>in</strong>gprocess (Anoh<strong>in</strong>a et. al. 2006), and track<strong>in</strong>g results ofknowledge self-assessment to adjust learn<strong>in</strong>g process,mak<strong>in</strong>g it more <strong>in</strong>dividualized.In the proposed system assessment is based on thenotion of concept maps. Concept maps are a method forrepresentation and measur<strong>in</strong>g of <strong>in</strong>dividual’s knowledge(Croasdell et. al. 2003) by the means of a visual model,which uses nodes and arcs that represent concepts andconceptual l<strong>in</strong>ks, respectively. The way how conceptmaps can be used for knowledge assessment <strong>in</strong> thecontext of process oriented learn<strong>in</strong>g, as well as anexample of a concept map for the learn<strong>in</strong>g course “SQLFundamentals” is given <strong>in</strong> (Anoh<strong>in</strong>a et. al. 2006).ARCHITECTURE AND FUNCTIONALITY OFTHE SYSTEMThe developed <strong>in</strong>telligent system consists of an<strong>in</strong>telligent agent for assessment of learners’ currentknowledge level and a group of human agents, i.e.learners who are communicat<strong>in</strong>g with this agent. The<strong>in</strong>telligent assessment agent is a core of the system and it<strong>in</strong>cludes the communication, knowledge evaluation,<strong>in</strong>teraction register<strong>in</strong>g, and expert agents now.The follow<strong>in</strong>g scenario describes <strong>in</strong>teraction betweenthe system and its two users: a teacher and a learner. Theteacher us<strong>in</strong>g the system creates concept maps for eachstage of a learn<strong>in</strong>g course and def<strong>in</strong>es theircharacteristics. Dur<strong>in</strong>g knowledge assessment the learnergets a structure of a concept map of the current learn<strong>in</strong>gstage. The structure is formed by the agent-expert basedon the teacher-created concept map and the learner'sconcept map of the previous stage. At the first stage it isan empty structure with very few <strong>in</strong>itial concepts def<strong>in</strong>edby the teacher. In the subsequent stages new concepts are<strong>in</strong>cluded <strong>in</strong> addition with those, which the learner alreadyhas correctly <strong>in</strong>serted dur<strong>in</strong>g the previous stages. In bothcases the set of concepts which should be <strong>in</strong>serted <strong>in</strong>tothe structure of the concept map is given to the learner.The formed structure is delivered to the communicationagent for its visualization. The communication agentperceives learner's actions on the work<strong>in</strong>g surface, i.e.concept <strong>in</strong>sert<strong>in</strong>g <strong>in</strong>to and remov<strong>in</strong>g from the structure ofthe concept map, and click<strong>in</strong>g on the buttons of solutionsubmission and w<strong>in</strong>dow clos<strong>in</strong>g. After the learner hasconfirmed his/her solution, the communication agentdelivers the learner-completed concept map to the agentof knowledge evaluation. It compares the concept mapsof the learner and the teacher on the basis of recognitionof five patterns of learner’s solutions (Anoh<strong>in</strong>a andGrundspenkis 2006) and generates a feedback which isdelivered back to the communication agent and then tothe learner. The <strong>in</strong>teraction-register<strong>in</strong>g agent receivesthe learner-completed concept map from thecommunication agent and results of its comparison withthe teacher-created concept map from the agent ofknowledge evaluation and stores them <strong>in</strong> a database. Atany time the teacher has an opportunity to exam<strong>in</strong>econcept maps completed by the learner and his/her score.Figure 1 displays the described scenario.The developed system consists of the three majormodules. The adm<strong>in</strong>istrator module allows to managedata about users, learners and groups of learners, teachersand learn<strong>in</strong>g courses provid<strong>in</strong>g such functions as data<strong>in</strong>put, edit<strong>in</strong>g and delet<strong>in</strong>g.The teacher’s module supports the teacher <strong>in</strong> thedevelopment of concept maps and of exam<strong>in</strong><strong>in</strong>g oflearners’ f<strong>in</strong>al score. Its ma<strong>in</strong> functions are the follow<strong>in</strong>g:automatic provid<strong>in</strong>g of <strong>in</strong><strong>format</strong>ion on learn<strong>in</strong>g coursestaught by the teacher and on learners study<strong>in</strong>g aparticular learn<strong>in</strong>g course; automatic provid<strong>in</strong>g of<strong>in</strong><strong>format</strong>ion about maximum score, the publication statusand the date of a particular concept map with<strong>in</strong> a chosenlearn<strong>in</strong>g course; tools for develop<strong>in</strong>g, edit<strong>in</strong>g anddelet<strong>in</strong>g concept maps; and tools for exam<strong>in</strong><strong>in</strong>g oflearner-completed concept maps and score, as well as fordelet<strong>in</strong>g of the results.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 20062


LEARNER 1GROUP OF HUMAN AGENTSLEARNER i... ...LEARNER NStructure of theconcept map ofthe current stageLearnercompletedconcept mapFeedbackConcept mapsand theircharacteristicsTeachers’conceptmapsTeachercreatedStructure of theconcept map concept map of thecurrent stageCommunication agentLearnercompletedconcept mapFeedbackTEACHERFeedbackLearner’s concept mapof the previous stageLearners’conceptmaps andscoreLearner’sconceptmap andscoreAgentexpertInteractionregister<strong>in</strong>gagentTeacher-createdconcept mapScoreINTELLIGENT ASSESSMENT AGENTINTELLIGENT KNOWLEDGE ASSESSMENT SYSTEMKnowledgeevaluationagentLearner-completedconcept mapFigure 1. The scenario of the system’s operation.The learner’s module <strong>in</strong>cludes the follow<strong>in</strong>gfunctionality: automatic provid<strong>in</strong>g of <strong>in</strong><strong>format</strong>ion onlearn<strong>in</strong>g courses studied by the learner and on conceptmaps with<strong>in</strong> learn<strong>in</strong>g courses (stage, status ofpublication and learner’s score); tools for fill<strong>in</strong>g ofconcept maps provided by the teacher; tools forview<strong>in</strong>g feedback after the learner has submittedhis/her solution.The modules <strong>in</strong>teract shar<strong>in</strong>g a common databasewhich stores data about teachers and their learn<strong>in</strong>gcourses, learners and groups of learners, teachercreatedand learner-completed concept maps, learners’f<strong>in</strong>al score and system’s users (see Figure 2).The functionality of the system and its client/serverarchitecture <strong>in</strong> details are described <strong>in</strong> (Anoh<strong>in</strong>a andGrundspenkis 2006). Such system functions as thedevelopment of a new concept map by the teacher andexam<strong>in</strong><strong>in</strong>g of learners’ results, as well as concept mapfill<strong>in</strong>g by the learner <strong>in</strong> the form of use case diagramsare given <strong>in</strong> (Anoh<strong>in</strong>a et. al. 2006).LEARNER MODULETEACHER MODULEDATABASEData about:users,teachers andlearn<strong>in</strong>gcourses,learners andgroups oflearners,teachercreatedandlearnercompletedconceptmaps,learners’ADMINISTRATOR MODULEINTELLIGENT KNOWLEDGEASSESSMENT SYSTEMFigure 2. The system’s architecture <strong>in</strong> terms ofmodules.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 20063


SYSTEM’S TESTING RESULTSThe operation of the developed system has beentested <strong>in</strong> four learn<strong>in</strong>g courses of different types (botheng<strong>in</strong>eer<strong>in</strong>g and social sciences) <strong>in</strong> Vidzeme UniversityCollege and <strong>in</strong> two <strong>in</strong>stitutes of Riga TechnicalUniversity. Seventy-four students were <strong>in</strong>volved <strong>in</strong> thetest<strong>in</strong>g process. After test<strong>in</strong>g students were asked tocomplete a questionnaire.Each questionnaire had fifteen questions, seven ofthem were devoted to the evaluation of system’sperformance, and eight questions were related to theused approach based on concept maps. As a result,sixty-three questionnaires have been processed. Let usconsider some important questions and students’answers.Whether do you understand essence of conceptmaps?Students could choose one of five answers:A. Yes and I like this idea;B. Yes, but I do not like this idea;C. No, I do not understand sense of conceptmaps;D. No, I do not understand how concept mapsare developed at all;E. Other answer.Figure 3 shows that the majority of studentsunderstood essence of concept maps, as well as theypositively evaluated the offered idea of knowledgeassessment.the same learn<strong>in</strong>g course taught by the same teacher,everyone perceives and <strong>in</strong>terprets the <strong>in</strong><strong>format</strong>iondifferently. Moreover, the same concept can have anumber of <strong>in</strong>terpretations and can be related withdifferent concepts <strong>in</strong> different contexts.QuantityAnswersA B CFigure 4. Distribution of students’ answers.Whether it was difficult for you to fill conceptmaps?Students could choose one of the follow<strong>in</strong>g answers:A. Very difficult;B. Difficult;C. Easy;D. Very easy.The majority of students as it is shown on Figure 5 haddifficulties when fill<strong>in</strong>g concept maps. They expla<strong>in</strong>edthis fact by the complexity of the offered maps and thelimited functionality of the system’s prototype.QuantityQuantityA B C DAnswersA B C D EAnswersFigure 5. Distribution of students’ answers.Figure 3. Distribution of students’ answers.How do you th<strong>in</strong>k, whether it is possible to createunambiguous concept maps for a learn<strong>in</strong>g course?The offered answers were the follow<strong>in</strong>g:A. Yes;B. No;C. Other answer.The majority of students (see Figure 4) answeredthat it is not possible because even if all learners studyWhether the fill<strong>in</strong>g of concept maps has helpedyou to understand teach<strong>in</strong>g material better?The offered answers were the follow<strong>in</strong>g:A. Yes;B. No;C. Other answer.Figure 6 displays their distribution. The analysis ofanswers revealed that concept maps activate th<strong>in</strong>k<strong>in</strong>gand help to arrange the mastered concepts.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 20064


QuantityQuantityFigure 6. Distribution of students’ answers.How do you th<strong>in</strong>k, whether the fill<strong>in</strong>g of conceptmap helps to objectively assess knowledge?Three answers were offered to the students:A. Yes;B. No;C. Other answer.Students specified that the chosen approach hassome level of ambiguity, as well as it cannot assessknowledge perfectly as concepts are only one part ofknowledge. Therefore, concept maps cannotobjectively assess knowledge (see Figure 7) and theyare unacceptable for f<strong>in</strong>al knowledge assessment.QuantityA B CA B CAnswersAnswersFigure 7. Distribution of students’ answers.Would you like to use such method of knowledgeassessment also <strong>in</strong> other learn<strong>in</strong>g courses?Students were offered to choose one of the follow<strong>in</strong>ganswers:A. Yes;B. Possibly;C. No;D. Other answer.The majority of students agreed to use concept maps<strong>in</strong> other learn<strong>in</strong>g courses (see Figure 8), but only undercondition that both the approach to knowledgeassessment, and functionality of the system will beimproved <strong>in</strong> future.A B C DAnswersFigure 8. Distribution of students’ answers.Thus, the analysis of the questionnaires revealedthat students positively evaluated the chosen approachto knowledge assessment, as well as they specifieddrawbacks, which gave new ideas for future work.ONTOLOGIES AS THE NEXT STEP IN THEIMPROVEMENT OF THE SYSTEMAnalysis of the questionnaires and typical failuresof students’ concept maps show some quite seriousdrawbacks, which triggered the current research.First, system supports only simple l<strong>in</strong>ks betweenconcepts. Thus, the approach does not providesufficient learners’ knowledge assessment, becausethere are no possibilities to clarify has the learnermastered correct relationships between l<strong>in</strong>ked conceptsor he/she has l<strong>in</strong>ked concepts without mastery.Second, the system does not give opportunities toassess learners’ skills to organize knowledge structureby him/herself. Now the system offers predef<strong>in</strong>edstructure for the concept map and a list of conceptsneeded to complete the map.Third, the system does not provide anyopportunities to f<strong>in</strong>d which concepts are causes for<strong>in</strong>correct positions of other concepts and l<strong>in</strong>ks betweenthem.Fourth, the system does not give advices andguidance to learners how to improve his/her knowledgelevel.In this section, we discuss the foreseenimprovements of system’s functionality that are focusof ongo<strong>in</strong>g research. We believe that usage ofontologies <strong>in</strong>stead of teacher-created concept maps willhelp to solve established drawbacks of the system. Weare us<strong>in</strong>g term ontology accord<strong>in</strong>g to def<strong>in</strong>ition(Grun<strong>in</strong>ger and Fox 1995) that considers ontology as“a formal description of entities and their properties,relationships, constra<strong>in</strong>ts and behaviour”.We propose to def<strong>in</strong>e course ontology for eachstudy course. It helps to represent study course deeplyand widely enough, <strong>in</strong>clud<strong>in</strong>g constra<strong>in</strong>ts on problemsdoma<strong>in</strong> semantics. First, the ontology provides muchAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 20065


more semantics <strong>in</strong> contrast to concept maps. Theontology has value constra<strong>in</strong>ts, where values of theconcept properties are restricted with data types, valuerange or allowable value list. It also conta<strong>in</strong>s axiomsand restrictions about concepts l<strong>in</strong>kage. It has enoughdetailed relations between concepts, e.g. <strong>in</strong>verserelations and disjo<strong>in</strong>t classes.We suppose that the usage of ontology <strong>in</strong> evaluationof learner-created concept maps have some advantages.In cases, when learner’s concept maps do not fullymatch with the predef<strong>in</strong>ed ontology, semanticcomparison may be performed. This <strong>in</strong>cludes search<strong>in</strong>gfor the synonyms of concepts and l<strong>in</strong>ks and check<strong>in</strong>g ofconcept l<strong>in</strong>k<strong>in</strong>g. In cases if concepts are relatedimplicitly, ontology helps to verify if alternativel<strong>in</strong>k<strong>in</strong>g is logical. In addition, miss<strong>in</strong>g concepts that thelearner failed to master <strong>in</strong> learn<strong>in</strong>g activities areidentified. It allows provid<strong>in</strong>g learners with necessaryadditional materials that enable to prevent determ<strong>in</strong>edweaknesses <strong>in</strong> concepts mastery.The system’s deployment with ontologies requiresalso changes <strong>in</strong> its architecture (see Figure 9). Thesystem may be extended <strong>in</strong> two directions: theadditional database provides the learner with advicesand necessary learn<strong>in</strong>g materials to improve his/herknowledge level, and the remedial agent f<strong>in</strong>ds theappropriate material. Mentioned system’s extensionsobligate teachers not only to create course ontology butalso to prepare materials.The system’s operation is provided by <strong>in</strong>teractionsbetween two <strong>in</strong>telligent agents: the assessment agentand the remedial agent. Each of these agents consists ofseveral agents. The assessment agent has the samestructure as its predecessor <strong>in</strong> the previous system’sversion (see Figure 1). The remedial agent is requiredfor analyz<strong>in</strong>g learner’s concept maps to determ<strong>in</strong>ewhich concepts are <strong>in</strong>correctly mastered. The remedialagent <strong>in</strong>cludes the analysis agent and the search agent(see Figure 10), which determ<strong>in</strong>e non-masteredconcepts and appropriate additional learn<strong>in</strong>g material,respectively. The remedial agent also f<strong>in</strong>ds whichconcepts are causes of non-mastery of other concepts.The agent backtracks <strong>in</strong> predef<strong>in</strong>ed course ontology todeterm<strong>in</strong>e which predecessor concept is <strong>in</strong>correctlymastered.A rather similar approach is proposed <strong>in</strong> (Jong et. al.2004) where <strong>in</strong> concept maps missed concepts aresearched us<strong>in</strong>g Remedial – Instruction Decisive path.After determ<strong>in</strong>ation of missed concepts, the agentsearches appropriate additional learn<strong>in</strong>g materials <strong>in</strong>thedatabase.LEARNERTEACHERCourseontologyFeedbackCourseontologyAdditionalmaterialStandardontologyLearners’ conceptmaps and scoreStructureof theconceptmapLearner’s concept mapof the previous stageLearnercompletedconceptmapAssessment agentLearner’sconcept mapand scoreFeedback,scoreNon-masteredconcepts andstandardontologyLearn<strong>in</strong>gmaterialsAdditionalmaterialAdditionalmaterialRemedialagentINTELLIGENT ONTOLOGY-BASED KNOWLEDGE ASSESSMENT SYSTEMFigure 9. Typical <strong>in</strong>teraction between users and the <strong>in</strong>telligent ontology-based knowledge assessment system.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 20066


LEARNERStructure of theconcept mapLearnercompletedconcept mapFeedback,scoreAdditionalmaterialCommunication agentStructureof theconceptmapLearnercompletedconceptmapAssessment agentFeedback,scoreNon-masteredconcepts andstandardontologyMasteryanalyz<strong>in</strong>gagentNon-masteredconcepts andtheir causesINTELLIGENT REMEDIAL AGENTAdditionalmaterialSearchagentLearn<strong>in</strong>gmaterialsAdditionalmaterialFigure 10. The architecture of the remedial agent.CONCLUSIONSEmerg<strong>in</strong>g of a knowledge-based society andgrow<strong>in</strong>g demand for the highly skilled and educatedworkforce lead to emphasiz<strong>in</strong>g of qualitative aspects oflearn<strong>in</strong>g. It, <strong>in</strong> turn, affects not only the content ofcurriculum and the organization of educational process,but also knowledge assessment.Acquir<strong>in</strong>g of qualitative knowledge is achievablethrough the management of this process both from theteacher side through knowledge assessment at eachstage of a learn<strong>in</strong>g course, and from the learner side bymeans of knowledge self-assessment. In both cases,assessment results can be used to determ<strong>in</strong>e and toremedy knowledge misconceptions andmisunderstand<strong>in</strong>gs timely. As both assessmentsdemand additional time and cost, they are usuallyignored by educational <strong>in</strong>stitutions.Given paper describes a computerized tool- an<strong>in</strong>telligent knowledge assessment system based onconcept maps, which can assist <strong>in</strong> the mentionedproblem solv<strong>in</strong>g.The developed system uses concept maps as a toolof knowledge assessment. Concept maps visuallydisplay concepts and relationships between themwith<strong>in</strong> problem doma<strong>in</strong>. Thus, the teacher offers suchmaps as a task for knowledge self-assessment or usesthose for knowledge assessment at each stage of alearn<strong>in</strong>g course.The teacher's concept map serves as the standardwith which the learner-completed concept map iscompared. The system is sensitive to variations offill<strong>in</strong>g the concept maps us<strong>in</strong>g for this purpose the<strong>in</strong>telligent comparison algorithm.Positive results of system test<strong>in</strong>g <strong>in</strong> four learn<strong>in</strong>gcourses that are described <strong>in</strong> detail <strong>in</strong> this paper haveprovided a basis for further development of the system.One of directions of future work is related with theuse of ontologies for deepen<strong>in</strong>g knowledge assessmentand for generat<strong>in</strong>g the recommendation concern<strong>in</strong>glearn<strong>in</strong>g material, which a learner should be masteredfor fill<strong>in</strong>g blanks <strong>in</strong> his/her knowledge.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 20067


Other directions concern ref<strong>in</strong><strong>in</strong>g of feedback,which the system offers to the teacher and the learner,improvements of the user <strong>in</strong>terface of the system andsolv<strong>in</strong>g of several technical questions.ACKNOWLEDGEMENTAuthors would like to thank professor Anita Lankaand M.sc.<strong>in</strong>g. G<strong>in</strong>ta Stale for their valuable advices onprocess oriented learn<strong>in</strong>g and usage of concept maps,respectively. Authors express gratitude to masterstudents Dmitriy Pozdnyakov and Egons Lavendeliswhose high level programm<strong>in</strong>g skills help toimplement the proposed system <strong>in</strong>to a work<strong>in</strong>gprototype.This work has been partly supported by theEuropean Social Fund with<strong>in</strong> the National Programme“Support for the carry<strong>in</strong>g out doctoral study program’s,post-doctoral researches” project “Support for thedevelopment of doctoral studies at Riga TechnicalUniversity” and EC Leonardo da V<strong>in</strong>ci programmeSocSimNet project LV/04/B/F/PP-172.00.The ma<strong>in</strong> results are outcomes of the researchproject F6962 “Intelligent system for the effectivenessanalysis support of process-oriented learn<strong>in</strong>g”.REFERENCESAnoh<strong>in</strong>a, A., Stale, G., Pozdnyakov, D. 2006.Intelligent System for Student Knowledge Assessment.Scientific <strong>Proceed<strong>in</strong>gs</strong> of Riga Technical University,5th series, Computer Science, Applied Computer<strong>Systems</strong>, Riga (2006, to appear)Croasdell, D.T., Freeman, L.A., Urbaczewski, A. 2003.Concept Maps for Teach<strong>in</strong>g and Assessment.Communications of the Association for In<strong>format</strong>ion<strong>Systems</strong>, Vol. 12 (2003) 396-405Anoh<strong>in</strong>a, A., Grundspenkis, J. 2006. Prototype ofMultiagent Based Knowledge Assessment System forSupport of Process Oriented Learn<strong>in</strong>g (submitted forthe publication <strong>in</strong> the <strong>Proceed<strong>in</strong>gs</strong> of the SeventhInternational Baltic Conference on Databases andIn<strong>format</strong>ion <strong>Systems</strong>, 2006, July 3-6, Vilnius,Lithuania)Grun<strong>in</strong>ger, M., Fox, M.S. 1995. Methodology for theDesign and Evaluation of Ontologies. <strong>Proceed<strong>in</strong>gs</strong> ofIJCAI’95 Workshop on Basic Ontological Issues <strong>in</strong>Knowledge Shar<strong>in</strong>g, 1995Jong, B.S., L<strong>in</strong>, T.W., Wu, Y.L., Chan, T. 2004.Diagnostic and remedial learn<strong>in</strong>g strategy based onconceptual graphs. Journal of Computer AssistedLearn<strong>in</strong>g, Vol. 20 (2004) 377-386BIOGRAPHYAlla Anoh<strong>in</strong>a is an assistant at the Department ofSystem Theory and Design of Riga TechnicalUniversity. She got M.Sc.<strong>in</strong>g. <strong>in</strong> 2002 from RigaTechnical University and received Werner vonSiemens Excellence Award, Award of Latvian Fund ofEducation and Award and memorial medal of LatvianAcademy of Sciences, Lattelekom Ltd. and LatvianFund of Education for the best master's thesis <strong>in</strong> year2002. Now she is writ<strong>in</strong>g her Ph.D. thesis which ma<strong>in</strong>topics are <strong>in</strong>telligent tutor<strong>in</strong>g systems and agenttechnology. She has five years' experience of teach<strong>in</strong>g<strong>in</strong> the field of computer science both <strong>in</strong> Riga TechnicalUniversity, and <strong>in</strong> other educational <strong>in</strong>stitutions ofLatvia.Vita Graud<strong>in</strong>a is an assistant at the Department ofSystem Theory and Design of Riga TechnicalUniversity. She is graduated with excellence from RigaTechnical University <strong>in</strong> 2005 and received Award ofLatvian Fund of Education for the best master's thesis<strong>in</strong> year 2005. Now she is PhD student at RigaTechnical University. The topic of her thesis is theusage of ontologies <strong>in</strong> different <strong>in</strong>telligent, <strong>in</strong><strong>format</strong>ion,knowledge-based and tutor<strong>in</strong>g systems.Janis Grundspenkis is a professor at Riga TechnicalUniversity. He is the director of the Institute of AppliedComputed <strong>Systems</strong>, and the head of the Department of<strong>Systems</strong> Theory and Design. He got Dr.sc.<strong>in</strong>g. <strong>in</strong> 1972,Dr.habil.sc.<strong>in</strong>g. <strong>in</strong> 1993 both from Riga TechnicalUniversity. His research <strong>in</strong>terests are agenttechnologies, knowledge eng<strong>in</strong>eer<strong>in</strong>g and management,and structural modell<strong>in</strong>g. He is a member of Institute ofElectrical and Electronics Eng<strong>in</strong>eers (IEEE) andAssociation for Comput<strong>in</strong>g Mach<strong>in</strong>ery (ACM). He is afull member of Latvia Academy of Science.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 20068


WEB-BASED INTELLIGENT TUTORING SYSTEMS FOR COLLABORATIVE LEARNINGTatjana Rikure 1 , Leonids Novickis 21, 2 Riga Technical University,1, Kalku Street, Riga LV-1658, Latvia1 E-mail: rikure@cs.rtu.lv2 E-mail: idc@balva.lvKEYWORDSIntelligent tutor<strong>in</strong>g systems (ITS), collaborativelearn<strong>in</strong>g, web-based ITS, adaptive user <strong>in</strong>terfaceABSTRACTCollaborative learn<strong>in</strong>g can enhance efficiency of<strong>in</strong>telligent tutor<strong>in</strong>g systems, while web-basedenvironment adds flexibility. Some promis<strong>in</strong>g issues <strong>in</strong>this perspective have been addressed <strong>in</strong> this paper.INTRODUCTIONThe concept, known as Intelligent Tutor<strong>in</strong>g <strong>Systems</strong>(ITS) or Intelligent Computer-Aided Instruction (ICAI),has been pursued for more than three decades byresearchers <strong>in</strong> education, psychology, and artificial<strong>in</strong>telligence. Today, prototype and operational ITSsystems provide practice-based <strong>in</strong>struction to supportcorporate tra<strong>in</strong><strong>in</strong>g, school, college and higher education,as well as other k<strong>in</strong>ds of tra<strong>in</strong><strong>in</strong>gs.The goal of ITS is to provide the benefits of one-onone<strong>in</strong>struction automatically and cost effectively. Liketra<strong>in</strong><strong>in</strong>g simulations, ITS enables participants to practicetheir skills by carry<strong>in</strong>g out tasks with<strong>in</strong> highly <strong>in</strong>teractivelearn<strong>in</strong>g environments. However, ITS goes beyondtra<strong>in</strong><strong>in</strong>g simulations by answer<strong>in</strong>g user questions andprovid<strong>in</strong>g <strong>in</strong>dividualized guidance. Unlike othercomputer-based tra<strong>in</strong><strong>in</strong>g technologies, ITS systemsassess each learner's actions with<strong>in</strong> these <strong>in</strong>teractiveenvironments and develop a model of their knowledge,skills, and expertise. Based on the learner model, ITSstailor <strong>in</strong>structional strategies, <strong>in</strong> terms of both the contentand style, and provide explanations, h<strong>in</strong>ts, examples,demonstrations, and practice problems as needed.RTU EXPERIENCEResearch activities <strong>in</strong> the field of us<strong>in</strong>g computers <strong>in</strong>education, <strong>in</strong>clud<strong>in</strong>g ITSs and artificial <strong>in</strong>telligence (AI),have been held at Riga Technical University (RTU) s<strong>in</strong>cethe late 1980s (Методы и средства кибернетики вуправлении учебным процессом высшей школы 1989and Зайцева et.al. 1989). Latest advances <strong>in</strong> the fieldconsider the advantages and future perspectives of theuse of agents <strong>in</strong> <strong>in</strong>telligent tutor<strong>in</strong>g systems(Grundspenkis 2005; Grundspenkis and Anoh<strong>in</strong>a 2005),methods of students’ knowledge level estimation(Prokofjeva 2005), development of onl<strong>in</strong>e electronictextbooks (Zaitseva and Popko 2005), mobile learn<strong>in</strong>g(Rikure et. al. 2005) and others.COLLABORATIVE LEARNINGA lot of current research and development efforts <strong>in</strong>the doma<strong>in</strong> of ITSs is focused on ITSs for collaborativelearn<strong>in</strong>g, on us<strong>in</strong>g Internet and WWW technology <strong>in</strong>order to provide comfortable, user-oriented, distributedlearn<strong>in</strong>g and teach<strong>in</strong>g facilities, and on employ<strong>in</strong>g<strong>in</strong>telligent agents to play important teach<strong>in</strong>g and learn<strong>in</strong>groles <strong>in</strong> ITSs.Despite all the recent activity, models for how peopleteach and learn onl<strong>in</strong>e are still not well def<strong>in</strong>ed. A newapproach could take care of the long-stand<strong>in</strong>g e-learn<strong>in</strong>gproblem: low enrolments and high attrition ratesstemm<strong>in</strong>g from user dissatisfaction. The possible causeof this problem is the separation of people <strong>in</strong> time andspace, but it can be overcome by build<strong>in</strong>g environmentswhere people talk to one another, build relationships, andteach one another.While there is no simple answer, there is one key ideathat has been overlooked <strong>in</strong> the design andimplementation of many of the e-learn<strong>in</strong>g programs onthe market today: learn<strong>in</strong>g is fundamentally both socialand experiential. From this po<strong>in</strong>t of view the mostimportant is the context of the learn<strong>in</strong>g – all of theelements that comprise the experience around thecontent.The emphasis of most e-learn<strong>in</strong>g programs nowadayshas been on the accumulation, organization, and deliveryof content. With all of the <strong>in</strong><strong>format</strong>ion now available onthe Web, it is possible to f<strong>in</strong>d good content on just aboutany subject.There was a survey among the university students,which approved that even when work<strong>in</strong>g with the bestprofessors at university, students have told that theyvalue their <strong>in</strong>teraction with one another as much as theyvalue the content be<strong>in</strong>g delivered by their professors.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 20069


Thus, the ideal class is organized around what is calledthe “50/50 rule”. At least 50 percent of the time studentsspend <strong>in</strong> the virtual classroom is spent <strong>in</strong>teract<strong>in</strong>g withand learn<strong>in</strong>g about other students. When the social aspectof the learn<strong>in</strong>g is miss<strong>in</strong>g, student dissatisfaction risesdramatically, as does the attrition rate.If we th<strong>in</strong>k about our own learn<strong>in</strong>g experiences, weremember not only what we learned, but how and wherewe learned. A very large part comes socially and<strong>in</strong>formally – from the context. It comes from therelationships we build around the content of what we arelearn<strong>in</strong>g. For <strong>in</strong>stance, <strong>in</strong> college, it is the <strong>in</strong>terest<strong>in</strong>gconversations around the lunch table, an <strong>in</strong>formal chatdur<strong>in</strong>g a professor's office hours, the <strong>in</strong>sights of ourclassmates <strong>in</strong> a case study discussion. At conferences andworkshops, it is the network<strong>in</strong>g. The rich context that wega<strong>in</strong> from <strong>in</strong>formal situations is often what helps us makethe content more memorable and useful <strong>in</strong> the future.In most e-learn<strong>in</strong>g programs offered today, the burdenfor learn<strong>in</strong>g is placed wholly on the shoulders of thelearner. When a learner goes to a course web site, heenters a grid that does not vary from course to course,consist<strong>in</strong>g of a menu of activities: announcements,documents, assignments, external l<strong>in</strong>ks, communications,and tools. The course is served up as content that isdevoid of any context, and the learner is expected tonavigate this material on his own, without much support.E-learn<strong>in</strong>g should be first and foremost about creat<strong>in</strong>g asocial space that must be managed for the teach<strong>in</strong>g andlearn<strong>in</strong>g needs of the particular group of people<strong>in</strong>habit<strong>in</strong>g that space.Therefore, when the focus is no longer content butrather the management of the learn<strong>in</strong>g experience, thenthe pedagogical process becomes the most importantfactor <strong>in</strong> the design and support of that experience. It isalso, what makes learn<strong>in</strong>g pleasurable and beautiful. Tobe effective, each course must be customized both to thepedagogical process of the teacher or subject-matterexpert and to the <strong>in</strong>dividual needs of the learner.Currently, customization of onl<strong>in</strong>e learn<strong>in</strong>g programsoften amounts to chang<strong>in</strong>g colour schemes or turn<strong>in</strong>gfeatures of the platform on or off.TOOLS FOR COLLABORATIVE LEARNINGFirst consideration regard<strong>in</strong>g e-learn<strong>in</strong>g tools is thetype of required communication (see Figure 1) (Novickiset. al. 2005). Synchronous communication occurssimultaneously between participants with <strong>in</strong>stant accessto <strong>in</strong><strong>format</strong>ion and an opportunity for feedback.Technologies enable real-time communication amonglearners, remote presentations from experts or <strong>in</strong>structors,onl<strong>in</strong>e meet<strong>in</strong>gs and virtual classrooms. In terms ofcommon features and functions, synchronous Web-basedcollaboration platforms and tools typically <strong>in</strong>clude sharedwhiteboards and chat tools. Tools such as Astound(Genesys), WebEx, PlaceWare, HorizonLive, LearnL<strong>in</strong>c(Mentergy), Interwise, Centra, Ra<strong>in</strong>dance, ConferenceMOOS, WebChat Broadcast<strong>in</strong>g System, and MicrosoftNetMeet<strong>in</strong>g are among those frequently mentioned.While there are often compla<strong>in</strong>ts about stability andfidelity of the video and audio elements of such tra<strong>in</strong><strong>in</strong>g,it is likely that live or synchronous tra<strong>in</strong><strong>in</strong>g on the Webwill become more cost-feasible and effective.Figure 1. Synchronous and asynchronous options.In addition to the synchronous tra<strong>in</strong><strong>in</strong>g, there areopportunities for collaboration <strong>in</strong> asynchronous learn<strong>in</strong>genvironments. Many conferenc<strong>in</strong>g tools (e.g., WebBoard,SiteScape Forum, FirstClass, CSILE/Knowledge Forum,Learn<strong>in</strong>g Space etc.) allow learners to discuss topics attheir leisure. Asynchronous technology also is used <strong>in</strong>web-cast<strong>in</strong>g for archived presentation and <strong>in</strong> a self pacedcourse.There are no geographical or time-zone restrictions oncontributions. In fact, team meet<strong>in</strong>gs may take placeacross cont<strong>in</strong>ents. For those who want to discuss issues<strong>in</strong> real time, conferenc<strong>in</strong>g tools often <strong>in</strong>cludesynchronous chat options.Many conferenc<strong>in</strong>g tools are embedded <strong>in</strong> coursewareplatforms (e.g., Blackboard, eCollege, LotusLearn<strong>in</strong>gSpace and WebCT) and learn<strong>in</strong>g managementsystems (vendors such as Docent, Saba, Plateau andTHINQ). In addition, some of these tools allow<strong>in</strong>structors to create onl<strong>in</strong>e teams for small-group work orproduct development with associated drop boxes. Manyof them also embed real-time chat tools with a discussionforum to allow learners to collaborate and hold specialevents such as team meet<strong>in</strong>gs. Various feedback tools areoften built <strong>in</strong>.Select<strong>in</strong>g e-conferenc<strong>in</strong>g solution <strong>in</strong> each particularcase is necessary to take <strong>in</strong>to consideration not onlytechnical and functional requirements, such as types ofAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200610


materials to be presented and which services will berequired - slide presentation, stream<strong>in</strong>g audio, documentshar<strong>in</strong>g, etc., but also organizational and f<strong>in</strong>ancialrequirements and constra<strong>in</strong>ts.WEB-BASED ITSThere are a number of known advantages of webbasedlearn<strong>in</strong>g systems, <strong>in</strong>clud<strong>in</strong>g benefits like time andplace flexible, cost effective, 24/7 available, learnercentredetc. Tak<strong>in</strong>g <strong>in</strong>to account the importance of social<strong>in</strong>teraction to learn<strong>in</strong>g, so called collaborative learn<strong>in</strong>gseems to be very promis<strong>in</strong>g development area.Collaborative learn<strong>in</strong>g means that knowledge is notsometh<strong>in</strong>g that is “delivered” to students, but rathersometh<strong>in</strong>g that emerges from active dialogue amongthose who seek to understand and apply conceptstechniques. Accord<strong>in</strong>g to description above, the ma<strong>in</strong>important components of collaborative learn<strong>in</strong>g <strong>in</strong> webbasedenvironment is how to realize social context, grouplearn<strong>in</strong>g process, communication each other(collaboration), and performance evaluation.The architecture might <strong>in</strong>clude both client and servercomponents. The client presents the <strong>in</strong><strong>format</strong>ion to thestudent and the server keeps track of and structures the<strong>in</strong><strong>format</strong>ion to be delivered to the student (see Figure 2).Individuals use web browsers on client computers (users’computers) to run ITS modules resid<strong>in</strong>g on servercomputers. Normally, a desktop computer, workstation,laptop computer, PDA (Personal Digital Assistant), oreven cell phone can be used as a client computer.Therefore, the software on the student’s computer mustbe platform <strong>in</strong>dependent.Based on client-server architecture, the learn<strong>in</strong>gmodels of ITS programs can be divided three differenttypes: client-based learn<strong>in</strong>g, distributed learn<strong>in</strong>g, andserver-based learn<strong>in</strong>g.In client-based learn<strong>in</strong>g, learn<strong>in</strong>g activities and course<strong>in</strong>structional content are usually operated <strong>in</strong> clientcomputers; <strong>in</strong>dividuals do not need to <strong>in</strong>teract withservers frequently. In distributed learn<strong>in</strong>g, some learn<strong>in</strong>gactivities and <strong>in</strong>structional content are based on clientcomputers and others are run <strong>in</strong> servers.This means that client computers have wholeopportunities to handle learn<strong>in</strong>g activities and contents.In server-based learn<strong>in</strong>g, both learn<strong>in</strong>g activities andcourse <strong>in</strong>structional content are usually run <strong>in</strong> servers,<strong>in</strong>dividual computers only are used as Web browsers.This means learners have more chances tocommunicate with other learners or <strong>in</strong>structors throughserver computers.In web-based ITSs, the goals are classroom<strong>in</strong>dependence and platform <strong>in</strong>dependence of the teach<strong>in</strong>gand learn<strong>in</strong>g process, <strong>in</strong>teractivity and adaptively. Theidea is that ITS application <strong>in</strong>stalled at one server can beused by thousands of learners all over the world who areequipped with any k<strong>in</strong>d of Internet-connected computer.This is, however, far more difficult than just putt<strong>in</strong>g aweb-based course on a server and let remote learnersplay with it.In order to be useful to <strong>in</strong>dividual learners, web-basedITSs must be adaptive, s<strong>in</strong>ce when learn<strong>in</strong>g from a webtutorthere is often no colleague or a teacher around toprovide assistance as <strong>in</strong> a normal classroom situation.CONCLUSIONSEmerg<strong>in</strong>g research shows that learn<strong>in</strong>g isfundamentally both social and experiential. Intelligenttutor<strong>in</strong>g systems <strong>in</strong>tegrated <strong>in</strong>to web-based environmentcan enhance its efficiency and flexibility and has greatpotentials <strong>in</strong> facilitation of collaborative learn<strong>in</strong>g.Collaborative Intelligent Tutor<strong>in</strong>g System (CITS)should be able to provide an environment where thestudent can <strong>in</strong>teract with one or more, simulatedcollaborative partners and/or fellow students, to progresstowards a common goal of learn<strong>in</strong>g.Figure 2. Architecture for the web-based ITS.To overcome problems result<strong>in</strong>g from the <strong>in</strong>creas<strong>in</strong>gcomplexity of human-computer <strong>in</strong>teraction adaptive user<strong>in</strong>terfaces are a promis<strong>in</strong>g attempt.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200611


Adaptive <strong>in</strong>terfaces hold the promise to solve userproblems by dynamically modify<strong>in</strong>g the <strong>in</strong>terface basedon knowledge about current states, goals, andenvironments of an <strong>in</strong>dividual user.ACKNOWLEDGEMENTThis work has been partly supported by the EuropeanSocial Fund with<strong>in</strong> the National Programme “Support forthe carry<strong>in</strong>g out doctoral study programme’s and postdoctoralresearchers” project “Support for thedevelopment of doctoral studies at Riga TechnicalUniversity”.REFERENCES“Методы и средства кибернетики в управленииучебным процессом высшей школы”. 1989.Межвузовский сборник научных трудов, РижскийПолитехнический институт, Рига.Зайцева, Л.В., Л.П. Новицкий, В.А. Грибкова. 1989.„Разработка и применение автоматизированныхобучающих систем на базе ЭВМ”. Рига «Зинатне».Grundspenkis, J. 2005. “Conceptual Framework forIntegration of Multiagent and Knowledge ManagementTechniques <strong>in</strong> Intelligent Tutor<strong>in</strong>g <strong>Systems</strong>” // In:O.Vasilecas et. al. (eds), In<strong>format</strong>ion <strong>Systems</strong>Development. Advances <strong>in</strong> Theory, Practice andEducation. Spr<strong>in</strong>ger, Berl<strong>in</strong>.Grundspenkis J., A. Anoh<strong>in</strong>a. 2005. “Agents <strong>in</strong>Intelligent Tutor<strong>in</strong>g <strong>Systems</strong>: state of the art”, “AnIntelligent Tutor<strong>in</strong>g System for M<strong>in</strong>iMax Algorithm” //In: Scientific <strong>Proceed<strong>in</strong>gs</strong> of Riga Technical University.Series – Computer Science. Applied Computer Sysytems– 6th Thematic Issue, Riga.Prokofjeva, N. 2005. “Knowledge control models andmethods” // In: Scientific <strong>Proceed<strong>in</strong>gs</strong> of Riga TechnicalUniversity. Series – Computer Science. AppliedComputer Sysytems – 6th Thematic Issue, Riga.Zaitseva, L., V. Popko. 2005. “Onl<strong>in</strong>e electronictextbooks: us<strong>in</strong>g and development” // In: Scientific<strong>Proceed<strong>in</strong>gs</strong> of Riga Technical University. Series –Computer Science. Applied Computer Sysytems – 6thThematic Issue, Riga.Rikure T., A. Jurenoks, E. Latisheva. 2005. “Wirelessnetwork technologies: security and e-learn<strong>in</strong>gapplications” // In: Scientific <strong>Proceed<strong>in</strong>gs</strong> of RigaTechnical University. Series – Computer Science.Applied Computer Sysytems – 6th Thematic Issue, Riga.Novickis L., T. Rikure, V. Shitikov. 2005.“Collaborative e-Learn<strong>in</strong>g and Model-based Tra<strong>in</strong><strong>in</strong>gmethodology <strong>in</strong> logistics In<strong>format</strong>ion <strong>Systems</strong>” // In:Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College,ICTE <strong>in</strong> Regional Development, Valmiera.Vasilyeva, E. 2005. “Adaptive user <strong>in</strong>terface design.Case: web-based learn<strong>in</strong>g systems” // In: ScientificProseed<strong>in</strong>g of RTU, Series – Computer Science.BIOGRAPHYTatjana Rikure has MSc degree <strong>in</strong> Computer Scienceand In<strong>format</strong>ion Technologies from Riga TechnicalUniversity (RTU). Now she is a PhD student at RTUfaculty of Computer Science and In<strong>format</strong>ionTechnology, Institute of Applied Computer <strong>Systems</strong>,Division of Applied <strong>Systems</strong> Software. She is aresearcher <strong>in</strong> mobile and e-learn<strong>in</strong>g, Intelligent Tutor<strong>in</strong>g<strong>Systems</strong>, web technologies and security. She is theauthor of three educational books and many <strong>in</strong>structionalmaterials for teach<strong>in</strong>g different courses <strong>in</strong> the computerscience field. Currently she takes part <strong>in</strong> IST 6FP projectIST4Balt (In<strong>format</strong>ion Society Technologies Promotion<strong>in</strong> Baltic States).Leonids Novickis is Professor and Head of theDepartment of Applied <strong>Systems</strong> Software at the RigaTechnical University. He holds a Ph.D. from RigaTechnical University (1980) and Dr. Habil. Sc. <strong>in</strong>g. fromLatvian Academy of Science (1990). His research<strong>in</strong>terests <strong>in</strong>clude software eng<strong>in</strong>eer<strong>in</strong>g, computer science,design, and development of applied software systems.He is the author of more than 120 publications. Hewas <strong>in</strong>volved <strong>in</strong> the EC INCO COPERNICUS 94AMCAI project as manager of the WP related to DataProcess<strong>in</strong>g <strong>Systems</strong> Design (1995-1997). He wasscientific co-ord<strong>in</strong>ator of EC 5FP IST DAMAC-HPproject (1998-2000), EC 5FP IST BALTPORTS-IT(2001-2003), EC 6FP IST IST4BALT (2004-2006) andEC6FP IST e-LOGMAR-M (2004-1006) projects. Prof.Novickis also participated <strong>in</strong> EC funded Leonardo daV<strong>in</strong>ci pilot projects LOGIS (2000-2002) and LOGISMOBILE (2004-2006) “Competence Framework forMobile On-Site Tra<strong>in</strong><strong>in</strong>g <strong>in</strong> Logistics In<strong>format</strong>ion<strong>Systems</strong>” related with use of mobile technologies <strong>in</strong> e-learn<strong>in</strong>g <strong>in</strong> Logistics In<strong>format</strong>ion <strong>Systems</strong>. He is amember of the International Association of AdvancedComput<strong>in</strong>g <strong>in</strong> Education (AACE), USA; a member of theLiophant Simulation Society (Italy) and a member of theLatvian branch of IFAC.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200612


INFORMATION TECHNOLOGIES AND E-LEARNING IN THE STUDIES OF TOURISMSarma CakulaVidzeme University CollegueTerbatas str. 10, Valmiera, LV-4200, LatviaE-mail: sarma@va.lvKEYWORDSIn<strong>format</strong>ion technology, E-learn<strong>in</strong>g, study processABSTRACTThe aim of the paper is to show possibility to use<strong>in</strong><strong>format</strong>ion technology <strong>in</strong> study process of tourismprograms. Paper conta<strong>in</strong>s analyses of possible ways to<strong>in</strong>troduce student for us<strong>in</strong>g IT <strong>in</strong> everyday life, chang<strong>in</strong>gtheir personality, and mak<strong>in</strong>g their creative experience.Paper is based on the research <strong>in</strong> the Vidzeme UniversityCollege. Us<strong>in</strong>g IT <strong>in</strong> study process of tourism is <strong>in</strong> threedifferent forms: computer course, research us<strong>in</strong>g IT ande-learn<strong>in</strong>g.IDENTIFICATION OF PROBLEMS INREGIONAL DEVELOPMENTVidzeme region is a one of the most beautiful regionsof Latvia for tourism. It appo<strong>in</strong>ts necessity for qualitativetourism services to develop tourism <strong>in</strong>frastructure andperspectives.The mission of Latvia regional politics is toapproximate Latvia and regions to the level of country ofEurope contribut<strong>in</strong>g competitiveness of Latvia level withother countries of European Union. Differences <strong>in</strong>development between local government <strong>in</strong>dicate tonecessity more develop centres of economical growthcentres accord<strong>in</strong>gly programs of regional developmentand territorial division.Vidzeme University College have possibility to studyTourism Organization and Management bachelorprogram and Tourism Strategic Management masterprogram. It is very important to give qualitativeeducation accord<strong>in</strong>gly requirements of modern<strong>in</strong><strong>format</strong>ion society. Tra<strong>in</strong><strong>in</strong>g of a highly qualifiedspecialist is only possible <strong>in</strong> a teach<strong>in</strong>g and educationprocess <strong>in</strong>creas<strong>in</strong>g the potential skills, talents <strong>in</strong>tellectualdevelopment enlarg<strong>in</strong>g the cognitive outlook anddirect<strong>in</strong>g the student towards life long learn<strong>in</strong>g. Thisprocess is connected with objective contradictions:• Between disposition towards <strong>in</strong>dependency <strong>in</strong>the selection of knowledge from one side andthe exist<strong>in</strong>g forms and methods of professionaltra<strong>in</strong><strong>in</strong>g from the other,• Between the large amount of <strong>in</strong><strong>format</strong>ion andsuperficial knowledge from one hand and thequality of practical skills <strong>in</strong> a def<strong>in</strong>ite professionfrom the other.Hence, there are some new objectives of education:• To prepare the pupil and student for a successful andfast acquirement of new <strong>in</strong><strong>format</strong>ion,• To form skills of orientation <strong>in</strong> different <strong>in</strong><strong>format</strong>ionstructures,• To develop habits of rational use of <strong>in</strong><strong>format</strong>ionalavailable,• To develop skills of evaluat<strong>in</strong>g and select<strong>in</strong>g<strong>in</strong><strong>format</strong>ion from various sources.The research work set a problem: <strong>in</strong>sufficientdevelopment of study methods and <strong>format</strong>ion of weekskills of students <strong>in</strong> IT useORGANIZATION OF STUDY PROCESSIt is essential <strong>in</strong> modern study process to observe thepr<strong>in</strong>ciples of constructivity, <strong>in</strong>teractivity, externalization,and <strong>in</strong>strumentation accord<strong>in</strong>g to Brunner’s theory(Brunner 1996). The perspectives of education are hardlyimag<strong>in</strong>able with<strong>in</strong> borders of a s<strong>in</strong>gle organization or an<strong>in</strong>dividual country, and determ<strong>in</strong>e necessity for a widerand wider exchange of <strong>in</strong><strong>format</strong>ion, which can betechnically provided by IT, provided it served the needsof the society. In the study process, it is important todevelop basic academic skills and highly organizedth<strong>in</strong>k<strong>in</strong>g and problem solv<strong>in</strong>g skills. Learn<strong>in</strong>g should nolonger be concentrated on <strong>in</strong>dividual work. Theory ofconstruction determ<strong>in</strong>es learn<strong>in</strong>g to be an active process<strong>in</strong> which a student constructs new ideas and conclusionsbased on previously acquired or actual knowledge. Thestudent selects and transforms <strong>in</strong><strong>format</strong>ion, sets aHypothesis, forms conclusions, changes based on thecognitive structure.Problem solv<strong>in</strong>g is an important part of the studentswork as it is a real test of knowledge and apply<strong>in</strong>gpr<strong>in</strong>ciples <strong>in</strong> new situations, a test of studentsunderstand<strong>in</strong>g takes place. Knowledge withoutimplementation is week that is why teachers can choseresearch work as an essential part of study work. THcognitive structure ensures manag<strong>in</strong>g and organization ofexperience. The faculty has two ma<strong>in</strong> tasks: deliverAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200613


<strong>in</strong><strong>format</strong>ion accord<strong>in</strong>g to the level of the student andsecond to help the student to ga<strong>in</strong>, select and organize<strong>in</strong><strong>format</strong>ion. Each <strong>in</strong>dividual has a different perception;hence, learn<strong>in</strong>g is an <strong>in</strong>dividual process, form<strong>in</strong>g<strong>in</strong>dividual experience.The quality of teach<strong>in</strong>g <strong>in</strong>fluences the quality oflearn<strong>in</strong>g and thus the teach<strong>in</strong>g rema<strong>in</strong>s important.Qualitative education conta<strong>in</strong>s full time education,distance education, learner responsibility, educatorresponsibility, and adm<strong>in</strong>istrative responsibility.Computer managed learn<strong>in</strong>g as an aid to <strong>format</strong>iveassessment <strong>in</strong> higher education, focuses on an advantagesprovided by computer managed learn<strong>in</strong>g systems thatprovide assessment and student track<strong>in</strong>g functions(Zellner 2003). Fundamental knowledge is com<strong>in</strong>g to be<strong>in</strong>creas<strong>in</strong>gly important <strong>in</strong> the tra<strong>in</strong><strong>in</strong>g of graduates for arather broad field of future professional activity.In<strong>format</strong>ion technology has revolutionized education <strong>in</strong>terms of how we organize, structure, and empowers ourdaily education practice. S<strong>in</strong>ce networkedcommunication came <strong>in</strong>to be<strong>in</strong>g, it has affected the waywe teach and learn. The use of technology now has notonly <strong>in</strong>creased <strong>in</strong> the classroom, but also homes,libraries, coffee shops and other places throughout ournation’s communities. E-learn<strong>in</strong>g and distance educationprograms have spread, while the opportunities for us<strong>in</strong>gthem have <strong>in</strong>creased.The productivity of the study process is determ<strong>in</strong>ed bythe goal of the student <strong>in</strong> the study process, cooperation,the level of master<strong>in</strong>g knowledge and skills translated<strong>in</strong>to the results of studies The levels of knowledgecharacterize the quality of knowledge with the help ofsuch characterizes as breadth and depth, systematicalcharacter, system, stability, operational characteristics(Cakula 2005).It is a pedagogical problem to make more optimal theproportion <strong>in</strong> the cognition process between the readymade knowledge and knowledge achieved by the studenthim/herself.Experience is always necessary for <strong>in</strong>tellectualdevelopment, although it is not sufficient to only free thestructures <strong>in</strong>volved <strong>in</strong> experience. It is important for thestudent to be active, be able to transform th<strong>in</strong>gs and f<strong>in</strong>dhis/her own activity concern<strong>in</strong>g the object. Essentiallyimportant is the structure and organization of the studyunit, a better succession of the tasks and experiences.There exists a feedback concern<strong>in</strong>g the student’s progresson each phase, unit, or task; an idea of alternativelearn<strong>in</strong>g and tasks is be<strong>in</strong>g formed. The assessment hasformed <strong>in</strong> development. Analysis and assessment <strong>in</strong> thestructure with<strong>in</strong> the framework of each learn<strong>in</strong>g unit ortask is important together with an offer of alternativelearn<strong>in</strong>g materials and access to them. In the frameworkof a course, it is advisable to keep to an optimalproportion between different teach<strong>in</strong>g methods, theirassessment and organization, <strong>in</strong>clud<strong>in</strong>g lectures,sem<strong>in</strong>ars, research activities, and others.The <strong>in</strong>clusion of onl<strong>in</strong>e learn<strong>in</strong>g technologies <strong>in</strong>to thehigher education curriculum is frequently associated withthe design and development of new models of learn<strong>in</strong>g.Constructivist approaches started to replace <strong>in</strong>structionalmethods: the focus went away from the teacher andmoved to the <strong>in</strong>dividual learner.There are three ways for student to acquirepossibilities of <strong>in</strong><strong>format</strong>ion technology: to learncomputer courses, to make researches us<strong>in</strong>g <strong>in</strong><strong>format</strong>iontechnology and to use <strong>in</strong><strong>format</strong>ion technologies <strong>in</strong> theeveryday study process.In that case, by <strong>in</strong><strong>format</strong>ion technologies (IT) <strong>in</strong>learn<strong>in</strong>g process we understand acquir<strong>in</strong>g <strong>in</strong><strong>format</strong>ion,<strong>format</strong>ion, add<strong>in</strong>g, and explor<strong>in</strong>g <strong>in</strong><strong>format</strong>ion, with thehelp of computer and the Internet.E-learn<strong>in</strong>g is a way to use <strong>in</strong><strong>format</strong>ion technology <strong>in</strong>the study process regularly. We will def<strong>in</strong>e e-learn<strong>in</strong>gbased on German def<strong>in</strong>ition that e-learn<strong>in</strong>g conta<strong>in</strong>s allforms of electronic supported learn<strong>in</strong>g and teach<strong>in</strong>g,which are procedural <strong>in</strong> character and aim to effect theconstruction of knowledge with reference to <strong>in</strong>dividualexperience, practice and knowledge of learner.In<strong>format</strong>ion and communicators systems, whethernetworked or not serve as specific media to implementthe learn<strong>in</strong>g process. This def<strong>in</strong>ition is based on theconstructivist-learn<strong>in</strong>g model. Individual content andlearner specific <strong>in</strong>teraction are the media specific valuesoftware based systems could contribute to learn<strong>in</strong>g(Tavangarian et.al. 2004).To support the constructivist learn<strong>in</strong>g theory thelearn<strong>in</strong>g material must be customized to the <strong>in</strong>dividuallearner. Methods to ma<strong>in</strong>ta<strong>in</strong> and reuse learner specificcontent have been <strong>in</strong>troduced with the multidimensionallearn<strong>in</strong>g objects and modular lectures mark-up languagedata model.COUMPUTER COURSES FOR TOURISMSTUDENTSA successful computer course strategy can be formedprovided the student is aware of IT as someth<strong>in</strong>gpersonally and socially important. The student’s attitudetowards studies and the productivity of studies <strong>in</strong>correlation of two components cause-consequencesexpression <strong>in</strong> a union create a new quality and <strong>in</strong>fluencethe development of student’s personality, which is theresult of the pedagogical process.Students’ participation <strong>in</strong> the choice of the coursecontents and the themes of research <strong>in</strong>fluence theperception of the course and the development of thestudent’s personality. An important part of the course isconstituted of the research project and cooperation <strong>in</strong>us<strong>in</strong>g IT, which facilitates a deeper understand<strong>in</strong>g andability to comb<strong>in</strong>e the knowledge, to consolidate theskills and develop a purposeful and persistent work ofstudents as well as to create a positive attitude towardsthe study process. A shift <strong>in</strong> the teacher’s position <strong>in</strong>Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200614


correspondence with the course aim and content areessential for the course.After Vidzeme University College was formed atraditional computer course was offered, this course wasaimed at acquir<strong>in</strong>g knowledge, skills and habits to usedef<strong>in</strong>ite computer programs for the needs of differenttasks and for document writ<strong>in</strong>g. Experience <strong>in</strong> work withstudent demonstrated their <strong>in</strong>ability to use thepossibilities of computer programs and Internet resources<strong>in</strong> a creative way. Students were good at writ<strong>in</strong>gdocuments follow<strong>in</strong>g an example, could solve typicaltasks, but had problems <strong>in</strong> us<strong>in</strong>g these skills forimprovement of other course coverage and solv<strong>in</strong>g ofreal life problems. Difficulties <strong>in</strong> work<strong>in</strong>g out yearprojects showed themselves. Problem solv<strong>in</strong>g requiresthe usage of knowledge and pr<strong>in</strong>ciples <strong>in</strong> a new situationthus keep<strong>in</strong>g a control over and facilitat<strong>in</strong>g the realperception of problems by students. In<strong>format</strong>iontechnologies concentrate on the problem solv<strong>in</strong>gmechanism.The new course of computers was created <strong>in</strong> nontraditionalway bas<strong>in</strong>g on three components: problemsolv<strong>in</strong>g, cooperation, and IT programs. The pedagogicalexperiment was carried out <strong>in</strong> Vidzeme UniversityCollege with first year students.RESEARCH USING IT AS A METHOD OFDEVELOPING CREATIVE EXPERIENCEThe research is ma<strong>in</strong>ly based on Piaget theory ofconstruction and Vigodsky theory of the closest zone ofreach (Piaget 1976, Vygotskij 1978). A special attentionis paid to IT as a means of cooperative learn<strong>in</strong>g, thepossibilities of IT <strong>in</strong> support<strong>in</strong>g the research activities.Ways of us<strong>in</strong>g computers for the needs of students’research activities have been worked out (see Figure 1).StudentHypothesisProblemAimIdeaRecommendationsConceptionRecommendationsSoftware support<strong>in</strong>g the dialogKnowledge and data basisMechanism of judgmentSoftware support<strong>in</strong>g the dialogExperimentActivityReal world Modell<strong>in</strong>g softwareDataData analysisInterpretation of resultsDataResultsProgramsSoftware support<strong>in</strong>g the dialogMechanism of judgmentFigure 1. Ways of us<strong>in</strong>g computers for the needs of students’ research activities.There are four ma<strong>in</strong> phases of the research: theoreticalanalysis of the research and discover<strong>in</strong>g new ideas,plann<strong>in</strong>g of the experiment, the procedure of theexperiment, analysis and <strong>in</strong>terpretation of the resultsThe problem connected with the use of <strong>in</strong><strong>format</strong>iontechnologies <strong>in</strong> the study process has been <strong>in</strong> the focusof <strong>in</strong>terest of the author of the research for more than 4years. Based on the analysis of a broad theoreticalpedagogical and psychological material, on theexperience of several foreign researchers and theresults of a research connected with the use of IT aswell as the author’s own experience and results of herresearch carried out <strong>in</strong> Latvia and Denmark a newcomputer course contents and methods of teach<strong>in</strong>gwith emphasis on the development of students’ creativeactivity accord<strong>in</strong>g to the needs of the modern societywere developed (Cakula 2001).Dur<strong>in</strong>g the experimental course, the studentscompleted an <strong>in</strong>dependent tourism research project,which offered a solution of a def<strong>in</strong>ite problem. This isa very important part of the course characteriz<strong>in</strong>gstudents’ creative activity.For a comparative analysis of students ‘selfevaluation and external assessment questionnaireswhere students were asked to evaluate their own andtheir partners’, activities as well as the teacher’sevaluation were used. These evaluations were entered<strong>in</strong> tables for <strong>in</strong> comparison with the assessment of eachpractical work, test, exam<strong>in</strong>ation work, and researchwork.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200615


The levels of knowledge characterize the quality ofknowledge with the help of such characterizes asbreadth and depth, systematical character, system,stability, operational characteristics.Experience is always necessary for <strong>in</strong>tellectualdevelopment, although it is not sufficient to only freethe structures <strong>in</strong>volved <strong>in</strong> experience. It is importantfor the student to be active, be able to transform th<strong>in</strong>gsand f<strong>in</strong>d his/her own activity concern<strong>in</strong>g the object.Essentially important is the structure and organizationof the study unit, a better succession of the tasks andexperiences. There exists a feedback concern<strong>in</strong>g thestudent’s progress on each phase, unit, or task; an ideaof alternative learn<strong>in</strong>g and tasks is be<strong>in</strong>g formed. Theassessment has formed <strong>in</strong> development. Analysis andassessment <strong>in</strong> the structure with<strong>in</strong> the framework ofeach learn<strong>in</strong>g unit or task is important together with anoffer of alternative learn<strong>in</strong>g materials and access tothem. In the framework of a course, it is advisable tokeep to an optimal proportion between differentteach<strong>in</strong>g methods, their assessment and organization,<strong>in</strong>clud<strong>in</strong>g lectures, sem<strong>in</strong>ars, research activities, andothers.Students’ research activities <strong>in</strong>volve constantsolv<strong>in</strong>g of problem situation or a problem with an aimto improve the experience of creative activity, which isbased on previous knowledge and skills, successfullychoos<strong>in</strong>g the appropriate methods.After complet<strong>in</strong>g the computer course where thestudents could use the research work, IT andcooperation approximately 60 % of the studentsassessed their own results as be<strong>in</strong>g on a creative level.Cooperatively skills of us<strong>in</strong>g the computer andprograms were evaluated on the creative level for 63%of the students. Add<strong>in</strong>g the teacher’s evaluation results,<strong>in</strong> 73% of the students hav<strong>in</strong>g reached a creative level<strong>in</strong> problem solution. This describes a situation wherethe majority of students have learned dur<strong>in</strong>g the courseo <strong>in</strong>dependently f<strong>in</strong>d a way of solv<strong>in</strong>g the problem.70% of the <strong>in</strong>terviewed students can <strong>in</strong>dependentlyf<strong>in</strong>d and determ<strong>in</strong>e the theme. When apply<strong>in</strong>g theknowledge <strong>in</strong> other courses the evaluation differs- thenumber of students evaluat<strong>in</strong>g their knowledge to be atthe lowest level <strong>in</strong>creases, although there are very fewof them, the number of students evaluat<strong>in</strong>g theirknowledge to be of the highest level has also <strong>in</strong>creased.There is an obvious tendency <strong>in</strong> the self-evaluation ofstudents, which shows an <strong>in</strong>creas<strong>in</strong>g number ofstudents be<strong>in</strong>g able to use their skills <strong>in</strong> computers <strong>in</strong> acreative way. Knowledge as a value <strong>in</strong> the value scaleof students ga<strong>in</strong>s more and more significance.One third of the students have used the ITpossibilities <strong>in</strong> form<strong>in</strong>g creative abilities, <strong>in</strong> lectures,practical works and <strong>in</strong> the library. They have improvedtheir knowledge by us<strong>in</strong>g <strong>in</strong><strong>format</strong>ion technologies.Official statistical data basis on the Internet arehighly appreciated by the students as an <strong>in</strong>itial sourcefor problem solv<strong>in</strong>g, although the ma<strong>in</strong> problem of theInternet as a basis for theoretical knowledge isconsidered to be the possibility of <strong>in</strong>correct data, arestricted access to official <strong>in</strong>ternational data bases andthe slow speed of Internet traffic. This makes theadm<strong>in</strong>istration of the college look for possibilities ofsign<strong>in</strong>g contracts with correspond<strong>in</strong>g data basessuppliers as it is <strong>in</strong> the majority of foreign colleges.The college should also th<strong>in</strong>k of improvement of thetechnical characteristic of the net.The most comprehensive data dur<strong>in</strong>g a pedagogicalexperiment can be obta<strong>in</strong>ed by questionnaire. Students’questionnaire was carries out 3 times: on the beg<strong>in</strong>n<strong>in</strong>gof studies on the first day of studies, after complet<strong>in</strong>gthe course and <strong>in</strong> the end of the study year. Thequestionnaires <strong>in</strong>cluded close, semi-close, and openquestions.Dur<strong>in</strong>g the course, electronic mail was widely usedwhere the messages sent by the teacher and thestudents were saved <strong>in</strong> the computer. Thiscorrespondence characterizes the cooperation ofteacher and the students through the means of<strong>in</strong><strong>format</strong>ion technologies. The total number of e-mailmessages is 1 500. They fall under 3 groups:1) Questions and comments of the students and theteacher’s answers, suggestions and <strong>in</strong>structionsaccord<strong>in</strong>g to the students’ needs,2) Practical works and home works sent <strong>in</strong> by thestudents, evaluation by the teacher <strong>in</strong> the answer toeach student about his/her <strong>in</strong>dividual or groupwork,3) The control works, tests and exam<strong>in</strong>ation worksent <strong>in</strong> by the students with a fixed time of send<strong>in</strong>git and the teachers evaluation concern<strong>in</strong>g eachwork.In connection with the problem based study processthe problem based learn<strong>in</strong>g, where the student learnswhile look<strong>in</strong>g for a solution of a problem, has to bes<strong>in</strong>gled out. He/She is responsible for what he/she isgo<strong>in</strong>g to learn as well as for an active research activity.Only an action aimed at realiz<strong>in</strong>g a goal serves thedevelopment. While work<strong>in</strong>g <strong>in</strong> a group, the student’s<strong>in</strong>crease their motivation to be <strong>in</strong>volved <strong>in</strong> the studyprocess, the amount of <strong>in</strong><strong>format</strong>ion, which comes toone’s m<strong>in</strong>d after a longer period, <strong>in</strong>creases severaltimes. In addition to this, a process of socializationtakes place. It is necessary for a higher school ofeducation student to cooperate <strong>in</strong> the process of studies<strong>in</strong> order to form a deeper understand<strong>in</strong>g of the themeand sources, it is important for the student to jo<strong>in</strong> thecourse content <strong>in</strong> analysis of theoretical sources, toform a personal ideological mean<strong>in</strong>g for cooperationwith others as positive as possible, to <strong>in</strong>crease selfrespectconcern<strong>in</strong>g the academic practices <strong>in</strong> theprocess of common work <strong>in</strong> this process. It is importantto dim<strong>in</strong>ish isolation of a s<strong>in</strong>gle student and develop asuccessful cooperation as well as br<strong>in</strong>g down isolationof <strong>in</strong>dividual higher schools of education, which isdone <strong>in</strong> the form of different exchange sem<strong>in</strong>ars,Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200616


projects and through IT. Hence, it is important forstudents to provide the possibility to become aware ofand make use of IT, one of the ma<strong>in</strong> <strong>in</strong><strong>format</strong>ioncollection and data process<strong>in</strong>g means nowadays,ensur<strong>in</strong>g exchange of <strong>in</strong><strong>format</strong>ion on a much largerscale.E-LEARNING AS A POSSIBILITY TO USE NEWMODELS OF LEARNINGIT comes <strong>in</strong> our life more and more therefore thereis a necessity to make student friendly with IT <strong>in</strong>everyday life. One of the ways to make it possible is e-learn<strong>in</strong>g as a basic method for distance learn<strong>in</strong>g and e-learn<strong>in</strong>g as a support method for full time students.Much of the early research on Web-based learn<strong>in</strong>gfocused on the technology and ignored the <strong>in</strong>structionaldesign imbedded <strong>in</strong> the course. Meyer shows that thelow numbers for <strong>in</strong>tegration and resolution were duethe need for students to take more time to reflect on theproblem, and <strong>in</strong>dividuals were reluctant to offersolutions that would be scorned by others <strong>in</strong> the class(Meyer 2003, Cakula 2001). The opportunity forreflection is especially suited to asynchronous learn<strong>in</strong>genvironments, as well as for students whose learn<strong>in</strong>gstyles require some time and reflection to make senseof <strong>in</strong><strong>format</strong>ion.A successful e-learn<strong>in</strong>g class needs to solve anumber of new problems that have not been seenbefore. One of them is how to effectively use e-learn<strong>in</strong>g environment to improve the quality ofdistance learn<strong>in</strong>g through networked learn<strong>in</strong>g<strong>in</strong>teractivity and new <strong>format</strong> of <strong>in</strong>structional tools. Itwill serve as feedback to the producers and help themmake better decisions on develop<strong>in</strong>g, adm<strong>in</strong>istrat<strong>in</strong>gand manipulat<strong>in</strong>g <strong>in</strong>ternal network for educationalpurposes, and a feedback to the educators to betterunderstand the e-learn<strong>in</strong>g class, and improve their<strong>in</strong>structional design and methodology for thenetworked distance class. The onl<strong>in</strong>e class adds adifferent array of pedagogical concepts and practice to<strong>in</strong>struction. Students do not know the regulations of theclass, how to learn onl<strong>in</strong>e, how to discuss, and how tokeep up with the class schedule and the <strong>in</strong>structor’sexpectation. F<strong>in</strong>d<strong>in</strong>gs of research of Sha Li are that asnew learners <strong>in</strong> onl<strong>in</strong>e class, many students expressedtheir excitement about try<strong>in</strong>g a distance class. Thereality of tak<strong>in</strong>g part <strong>in</strong> the first distance class could behardest when the class first started. The skillsnecessary to use Learn<strong>in</strong>g Space take time to acquire atthe start of the semester while students are busy tak<strong>in</strong>gnew course (Sha 2003)One advantage is, that personalized documents,which lead the learner without needless detoursdirectly from her/his current base of knowledge to thedesired learn<strong>in</strong>g objective, can be generatedautomatically and every time.There are some positive and some negative aspectsof learn<strong>in</strong>g <strong>in</strong> e-learn<strong>in</strong>g environment. On technologyaspect the positive is that technology is an <strong>in</strong>centive forlearn<strong>in</strong>g, it provides variety of tools to full fit academicaccomplishment. Also technically <strong>in</strong>timidated withlearn<strong>in</strong>g network, concerned with lack of technologybackground. The benefit is to offer e-learn<strong>in</strong>g coursefor IT students but also tourism students have veryopened for new learn<strong>in</strong>g methods such as e-learn<strong>in</strong>g.E-learn<strong>in</strong>g class provides learn<strong>in</strong>g any time and anyplace; helps mediate the time and space conflicts.Asynchronous <strong>in</strong>teraction is convenient tocommunicate any time and anywhere to checkassignments dur<strong>in</strong>g travel. The negative aspect is notaccustomed to the asynchronous <strong>in</strong>teraction.Synchronous <strong>in</strong>teraction is more emotionally,cognitively, and mentally engag<strong>in</strong>g. Immediateresponses could generate fast and more effectivefeedback that asynchronous response. Good way is toorganize sem<strong>in</strong>ars with directly def<strong>in</strong>ed rules. Therewas successful experiment of onl<strong>in</strong>e asynchronoussem<strong>in</strong>ars <strong>in</strong> Vidzeme University College.Learn<strong>in</strong>g environment could be a convenientnetwork for onl<strong>in</strong>e learn<strong>in</strong>g, can secure retrieve anycourse resources from it and perform any class-relatedlearn<strong>in</strong>g activities <strong>in</strong> this place but learn<strong>in</strong>genvironment could be not user-friendly. It could behard to f<strong>in</strong>d th<strong>in</strong>gs student want for the course previewand class assignment. It is easy to mess up with thework. The solution is to f<strong>in</strong>d an environment userfriendly.The <strong>in</strong>structor is patient and ready to helpstudents. His responses to the e-mails and discussionquestions could meet student needs but the <strong>in</strong>structordo not teaches students. Sometimes student should waitfor an answer for longer time that he wants.Disadvantage if us<strong>in</strong>g e-learn<strong>in</strong>g is that student couldnever show up <strong>in</strong> the discussion board. In addition,once the class was shifted to cyberspace, studentscould not see the teacher’s face and effort and couldnot grasp what was the right way for a teacher to teach.The better way is to start course with some<strong>in</strong>troductory face-to-face part. When the student isswitch<strong>in</strong>g to the distance-learn<strong>in</strong>g environment, he isoften confused by it old traditional learn<strong>in</strong>g style andcaused problems such forgett<strong>in</strong>g the onl<strong>in</strong>e class. Theother problem is that the students compla<strong>in</strong>ed that thisclass require more work than a regular class (Sha2003).A good transition and accommodation to the newlearn<strong>in</strong>g <strong>format</strong> could m<strong>in</strong>imize the start<strong>in</strong>g difficultyand maximize learn<strong>in</strong>g effect.There are some e-learn<strong>in</strong>g benefits and problemsdescribed by researchers of the United K<strong>in</strong>gdom andUSA. As the first benefit is <strong>in</strong>dependent/autonomouslearn<strong>in</strong>g. Through us<strong>in</strong>g educational technologies,students have more control over the management oftheir learn<strong>in</strong>g. Each learner is an <strong>in</strong>dividual, with his orher own motivation for study<strong>in</strong>g, access to resources,Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200617


and study habits and practices. The other benefit is peersupport. Conferenc<strong>in</strong>g and discussion tools enablelearners to <strong>in</strong>teract <strong>in</strong>dependently from tutors. Oftenstudents share their professional experience to eachother (Underwood J&G 1999). E-learn<strong>in</strong>g can be moreresponsive to the needs of both tutors and students. Asstudents are engaged <strong>in</strong> a number of different forms ofcommunication, new strategies to assist with thelearn<strong>in</strong>g process can be utilised quickly and easily. Inaddition, this form of learn<strong>in</strong>g, particularly withdistance students, can result <strong>in</strong> a sense of isolation ordisengagement of students. There can be no deny<strong>in</strong>gthat distance students are work<strong>in</strong>g, <strong>in</strong> theory, at least, <strong>in</strong>isolation from other students. There is the perception,sometimes among students and management, that e-learn<strong>in</strong>g can take less time. However, as anyone<strong>in</strong>volved with onl<strong>in</strong>e learn<strong>in</strong>g will testify production ofmaterials and adequate support of students us<strong>in</strong>g onl<strong>in</strong>ematerials can take a phenomenal amount of time.Students often expect much more when materials areonl<strong>in</strong>e unless clear criteria established to address this.Therefore, clear boundaries to be established <strong>in</strong> termsof responsibility, which ensures that the students knowwhere to go for support and guidance on us<strong>in</strong>g onl<strong>in</strong>eresources (Qu<strong>in</strong>se and Hurst 2004).CONCLUSIONSBecause of the research, there are some newlearn<strong>in</strong>g models of tourism <strong>in</strong> Vidzeme UniversityCollegue. A basic model is lectures, practical works,work with computer programs and support e-learn<strong>in</strong>genvironment for full time students and e-learn<strong>in</strong>g, somelectures; work with computer programs andconsultations for distance learn<strong>in</strong>g students. There is abase of e-learn<strong>in</strong>g materials for both: full time studentsand distance learn<strong>in</strong>g students. This model is muchmore effective <strong>in</strong> case of knowledge, practical skills,develop<strong>in</strong>g of creative experience as traditionallearn<strong>in</strong>g models without IT, cooperation and e-learn<strong>in</strong>g.REFERENCESBruner, J. S. 1996. The culture of education.Cambridge: Mass. Harvard Univ. Press, 224 p.Cakula, S. 2005. E-Learn<strong>in</strong>g <strong>in</strong> Regional DevelopmentPerspective ICTE <strong>in</strong> Regional Development. In:Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University Collegue.Valmiera, 127-131.Cakula, S. 2001. Informācijas tehnoloģijaspētnieciskajā darbībā augstskolā kā studentu radošāspieredzes veidošanas līdzeklis. In: Latvijas Z<strong>in</strong>ātņuAkadēmijas Vēstis, 55.sēj, 1./2., 33-41. [<strong>in</strong>to Latvian]Meyer, K. 2003. The Web’s Impact On StudentLearn<strong>in</strong>g. In: THE Journal. May, Vol 30 Issue 10, 14-19.Piaget, J. 1976. Piaget’s theory. In Piaget and HisSchool. /Edited by B. Inhelder and H. H. Chipman.New York Heidelberg Berl<strong>in</strong>: Spr<strong>in</strong>ger–Verlag, 11–23(301).Qu<strong>in</strong>see, S., and J.Hurst. 2005. Blur<strong>in</strong>g theBoundaries? Support<strong>in</strong>g Students and Staff with<strong>in</strong> anOnl<strong>in</strong>e Learn<strong>in</strong>g Environment. In The Turkish Onl<strong>in</strong>eJournal of Distance Education Vol. 6 Issue 1, ISSN13026488.Sha, Li. 2003. The Format-Shift<strong>in</strong>g Dilemma <strong>in</strong>Distance Education. In: The Quarterly Review ofDistance Education. Vol. 4(2), 109-127.Tavangarian, D., L. Markus, K. Noltig, M. Roser andD. Voigt. 2004. Is e-learn<strong>in</strong>g the Solution forIndividual Learn<strong>in</strong>g? In Electronic Journal of e-Learn<strong>in</strong>g. Paper 4, Vol. 1. Issue 1, ISSN 1479-4403.Underwood, J. and G. Underwood. 1999. Task effectson co-operative and collaborative learn<strong>in</strong>g withcomputers. In: Learn<strong>in</strong>g with computers: analys<strong>in</strong>gproductive <strong>in</strong>teraction. /Edited by K. Littleton, P.Light, Great Brita<strong>in</strong>, USA: Routledge, 10-23 (197).Vygotskij, L. S. 1978. M<strong>in</strong>d <strong>in</strong> society: Thedevelopment of higher psychological processes./Edited by M. Cole. Cambridge, Mass: HarvardUniversity Press, 159 p.Zellner, R. 2003. Computer-Assisted Assessment <strong>in</strong>Higher Education. In: Quarterly Review of DistanceEducation. /Edited by S. Brown, P. Race and J. Bull.Summer, Vol. 4. Issue 2. 191-196.Wadsworth, B. J. 1984. Piaget’s Theory of cognitiveand Affective Development. Longman Inc., 238 p.BIOGRAPHYSarma Cakula is director of IT professional bachelorprogram, the head of IT Department. She is anAssociate Professor of In<strong>format</strong>ion Technologies <strong>in</strong> theIT Department at the Vidzeme University CollegeLatvia. Graduated with excellence from LatviaUniversity Department of Physics and Mathematics <strong>in</strong>1984 and holds Ph.D. <strong>in</strong> 2002. She is a member ofLatvian In<strong>format</strong>ion Technology andTelecommunications Association (LIKTA) and LatvianUniversities Professor Association (LAPA).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200618


APPLICATION OF MODELING METHODS IN THE CONTEXT OF CONTINUOUS EDUCATIONG<strong>in</strong>ta Stale 1 , Marite Kirikova 21 Vidzeme University CollegeCesu 4, Valmiera, LV-4200, LatviaE-mail: g<strong>in</strong>ta_stale@va.lv2 Riga Technical University,Kalku 1, Riga, LV-1048, LatviaE-mail: marite.kirikova@cs.rtu.lvKEYWORDSModell<strong>in</strong>g process, Modell<strong>in</strong>g methods, Cont<strong>in</strong>u<strong>in</strong>gprofessional education, Regional development.Lifelong learn<strong>in</strong>g.ABSTRACTNowadays, the cont<strong>in</strong>u<strong>in</strong>g professional education isan important constituent of knowledge society. Thistype of education differs from traditional academiceducation and requires <strong>in</strong>tegrated consideration ofmany factors to achieve timel<strong>in</strong>ess and professionalexcellence of cont<strong>in</strong>u<strong>in</strong>g professional courses. Thispaper illustrates a variety of issues to be taken <strong>in</strong>toconsideration <strong>in</strong> cont<strong>in</strong>u<strong>in</strong>g education coursedevelopment and suggests Enterprise KnowledgeDevelopment method as a basis for <strong>in</strong>tegratedrepresentation of concepts relevant to these issues. Theapplication of the Enterprise Knowledge Developmentmethodology for course development process isillustrated <strong>in</strong> the context of cont<strong>in</strong>u<strong>in</strong>g educationprogram meant to strengthen capacity of SME bydevelop<strong>in</strong>g ICT <strong>in</strong>frastructure and knowledgemanagement.INTRODUCTIONToday people <strong>in</strong> almost all professions are facedwith <strong>in</strong>creas<strong>in</strong>g demands regards their knowledge andabilities, because the fast development of technologiesand vocational demands require specialized andcomplex skills that need to be renewed frequently.Therefore, the role of cont<strong>in</strong>u<strong>in</strong>g education and lifelonglearn<strong>in</strong>g is becom<strong>in</strong>g <strong>in</strong>creas<strong>in</strong>gly important.In 1997, the European Commission and the MemberStates have def<strong>in</strong>ed life long learn<strong>in</strong>g, as all purposefullearn<strong>in</strong>g activity, undertaken on an ongo<strong>in</strong>g basis withthe aim of improv<strong>in</strong>g knowledge, skills andcompetences.Accord<strong>in</strong>g to the S<strong>in</strong>gle Programm<strong>in</strong>g Document forLatvia (Objective 1, Programme 2004 – 2006) threesectors of education – <strong>in</strong>itial vocational education andtra<strong>in</strong><strong>in</strong>g, higher education and cont<strong>in</strong>u<strong>in</strong>g education, aswell as provision and quality of education <strong>in</strong> regionsplay an equal role <strong>in</strong> human resource development andlabour force tra<strong>in</strong><strong>in</strong>g <strong>in</strong> Latvia.Accord<strong>in</strong>g to the above mentioned it is veryimportant to develop cont<strong>in</strong>u<strong>in</strong>g education program foradults who already have higher academic orprofessional education.There are certa<strong>in</strong> steps to cont<strong>in</strong>u<strong>in</strong>g professionaleducation that should be highlighted (We<strong>in</strong>gand 1999):• Needs assessment;• Plann<strong>in</strong>g;• Develop<strong>in</strong>g;• Evaluation of the educational event.The education course designers are confronted withfour aspects:• Previous education;• Pedagogical;• Needs of learn<strong>in</strong>g process;• Technological.Due to large variety of factors, to be taken <strong>in</strong>toconsideration <strong>in</strong> cont<strong>in</strong>u<strong>in</strong>g professional educationdevelopment and implementation, it is necessary to usemodell<strong>in</strong>g methods that help to manage thedevelopment and use of cont<strong>in</strong>u<strong>in</strong>g (or lifelong)education programs successfully by means of:• Appropriate formalisations;• Useful, case sensitive, simplifications;• Application of computer based methods ofmodel analysis.In this paper, we focus on variety of issues that<strong>in</strong>fluence the development of lifelong learn<strong>in</strong>gprograms and suggest a modell<strong>in</strong>g framework thatgives an opportunity to represent transparently<strong>in</strong>terrelated concepts correspond<strong>in</strong>g to these issues.The discussion <strong>in</strong> the paper is limited to theEuropean tradition of manag<strong>in</strong>g life long learn<strong>in</strong>g.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200619


LIFELONG LEARNING STRATEGY FOREUROPELifelong learn<strong>in</strong>g Memorandum suggests that acomprehensive and coherent lifelong learn<strong>in</strong>g strategyfor Europe should aim to (Trapenciere 2004):• Guarantee universal and cont<strong>in</strong>u<strong>in</strong>g access tolearn<strong>in</strong>g for ga<strong>in</strong><strong>in</strong>g and renew<strong>in</strong>g the skillsneeded for susta<strong>in</strong>ed participation <strong>in</strong> theknowledge society;• Visibly raise levels of <strong>in</strong>vestment <strong>in</strong> humanresources <strong>in</strong> order to place priority <strong>in</strong> Europe’smost important asset – its people;• Develop effective teach<strong>in</strong>g and learn<strong>in</strong>gmethods and contexts for the cont<strong>in</strong>uum oflifelong and life wide learn<strong>in</strong>g;• Significantly improve the ways <strong>in</strong> whichlearn<strong>in</strong>g participation and outcomes areunderstood und appreciated, particularly nonformaland <strong>in</strong>formal learn<strong>in</strong>g;• Ensure that everyone can easily access goodquality <strong>in</strong><strong>format</strong>ion and advice about learn<strong>in</strong>gopportunities through Europe and throughouttheir lives;• Provide lifelong learn<strong>in</strong>g opportunities asclose to learners as possible, <strong>in</strong> their owncommunities and supported through ICTbasedfacilities wherever appropriate.All strategic issues highlighted <strong>in</strong> the Memorandumare to be taken <strong>in</strong>to consideration when develop<strong>in</strong>gparticular lifelong educational courses and programs.These courses and programs <strong>in</strong> most cases are aimed toenable a person to perform her/his particularprofessional activities more effectively (e.g., <strong>in</strong> shortertime, <strong>in</strong> higher quality us<strong>in</strong>g advanced decision mak<strong>in</strong>gprocedures or new social skills, etc). Therefore, <strong>in</strong> thecontext of lifelong learn<strong>in</strong>g, professional dimension ofthe education requires higher degree of attention than itis usual <strong>in</strong> traditional academic education.CONTINUING PREFESSIONAL EDUCATIONDEFINITIONTo ga<strong>in</strong> a better understand<strong>in</strong>g of the phenomenonof life long learn<strong>in</strong>g, the phrase "cont<strong>in</strong>u<strong>in</strong>gprofessional education" can be sub-divided <strong>in</strong>to itscomponents that helps to better comprehend its orig<strong>in</strong>s(Pöyry 2003):• Cont<strong>in</strong>u<strong>in</strong>g...to go on with a particular actionor <strong>in</strong> a particular condition; persist; to existover a prolonged period; last;• Professional...of, relat<strong>in</strong>g to, engaged <strong>in</strong>, orsuitable for a profession; engaged <strong>in</strong> a specificactivity as a source of livelihood; performedby persons receiv<strong>in</strong>g pay; hav<strong>in</strong>g great skill orexperience <strong>in</strong> a particular field or activity;• Education...the knowledge or skill obta<strong>in</strong>ed ordeveloped by a learn<strong>in</strong>g process;• Cont<strong>in</strong>u<strong>in</strong>g education...an educationalprogram that br<strong>in</strong>gs participants up to date <strong>in</strong> aparticular area of knowledge or skills.Cont<strong>in</strong>u<strong>in</strong>g professional education is clearly theprocess of engag<strong>in</strong>g <strong>in</strong> education pursuits with the goalof becom<strong>in</strong>g up-to-date <strong>in</strong> the knowledge and skills ofone's profession. This requires balanced considerationof both (1) educational and (2) professional dimensions<strong>in</strong> the scale of time and place, when provid<strong>in</strong>g this typeof education.STEPS TO CONTINUING PROFESSIONALEDUCATIONThere are certa<strong>in</strong> steps to cont<strong>in</strong>u<strong>in</strong>g professionaleducation that should be highlighted (We<strong>in</strong>gand 1999):• Needs Assessment seeks answers to thefollow<strong>in</strong>g questions. Who is the audience forthe program? What are the needs of thisaudience? What are the most appropriatelearn<strong>in</strong>g strategies to meet those needs?• Plann<strong>in</strong>g Objectives is the stage where what islearned from the needs is implemented <strong>in</strong>course plan and course implementationspecification;• Develop<strong>in</strong>g is stage where Assessment istranslated <strong>in</strong>to program. Consideration of howadults learn is also factored <strong>in</strong>to the decisionsthat are made;• Evaluation of the educational event is both thef<strong>in</strong>al piece of one event and the first piece ofthose to come, as data is fed <strong>in</strong>to the nextNeeds Assessment exercise. There are sixsteps to evaluat<strong>in</strong>g a learn<strong>in</strong>g activity: knowyour purpose(s) <strong>in</strong> evaluation, del<strong>in</strong>eate whatyou need to discover, identify who knowswhat you need to discover, communicate whatyou need to discover to those who are bestable to <strong>in</strong>form you, gather the <strong>in</strong><strong>format</strong>ion,and relate the f<strong>in</strong>d<strong>in</strong>gs to your purpose(s).Evaluation is an essential <strong>in</strong>gredient <strong>in</strong>strengthen<strong>in</strong>g the quality of cont<strong>in</strong>u<strong>in</strong>gprofessional education.Figure 1 shows <strong>in</strong>ter-relationships between themodel for the course cycle (Corbiere and Choquer2004) and the steps to cont<strong>in</strong>u<strong>in</strong>g professionaleducation described above.Interplay of different aspects of course developmentshown <strong>in</strong> Figure 1 and demand of frequent changes,due to the need to <strong>in</strong>corporate up-to-date professionalknowledge <strong>in</strong> the course, suggests use of methods thatAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200620


can support configuration management concern<strong>in</strong>g allrelevant issues of cont<strong>in</strong>u<strong>in</strong>g professional education. Ine- learn<strong>in</strong>g situation, one more issue to be considered isuse or development of software for courseimplementation. In this context, systems re-eng<strong>in</strong>eer<strong>in</strong>gmethods used <strong>in</strong> the area of software development maybe considered as useful tool of cont<strong>in</strong>u<strong>in</strong>g educationcourse development.Figure 1. Inter-relationships between the model for the course cycle.In (ISO/IEC-IS-10746-3 1995 and We<strong>in</strong>gand 1999)the ma<strong>in</strong> idea of re-eng<strong>in</strong>eer<strong>in</strong>g method is presented asthe articulation between five viewpo<strong>in</strong>ts of the softwaresystem architecture• The enterprise viewpo<strong>in</strong>t: which def<strong>in</strong>escommunities, actors, roles, activities and toolsfocused on rationales, opportunities andstrategies;• The <strong>in</strong><strong>format</strong>ion viewpo<strong>in</strong>t: which def<strong>in</strong>es the<strong>in</strong><strong>format</strong>ion handled by various systemresources and how it is dealt with by thevarious components;• The computational viewpo<strong>in</strong>t: which focuseson the software mechanisms that allowcomponent diffusion and execution onsoftware platform;• The eng<strong>in</strong>eer<strong>in</strong>g viewpo<strong>in</strong>t: which focuses onthe component mechanisms and function;• The technology viewpo<strong>in</strong>t: which def<strong>in</strong>es thematerial and software technologies.In order to create a context, <strong>in</strong> which the five po<strong>in</strong>tsof view are formalized clearly enough to be wellmanaged and controlled, it is necessary to consider andapply modell<strong>in</strong>g or formal specification methods thatare relevant for each viewpo<strong>in</strong>t. Below we propose onepossible set of modell<strong>in</strong>g/specification techniques fordevelopment of cont<strong>in</strong>u<strong>in</strong>g education e-course:• EKD (Enterprise Knowledge Management),which describes an enterprise model(Bubenko et. al. 2001);Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200621


• EML (Education Modell<strong>in</strong>g language), whichwent through three complete cycles ofspecification development, implementationand prototype software, trill<strong>in</strong>g with users,evaluation of results, and redesign of thespecification and prototype software (Koperand Tattersall 2005);• LTSA (Learn<strong>in</strong>g Technology SystemArchitecture) (IEEE/LTSA 2003; Corbiereand Choquer 2004) of IEEE describes acomputational view on learn<strong>in</strong>g processes byidentify<strong>in</strong>g sub-processes and data flows;• SCORM (Sharable Content Object ReferenceModel) (Koper and Tattersall 2005) of ADL(Advanced Distributed Learn<strong>in</strong>g) describesthe technical behaviour and the component<strong>in</strong>terface of the software framework (Corbiereand Choquer 2004);• UML (Koper and Tattersall 2005) of OMG(Object Management Group) is the languageused by the actors <strong>in</strong> software developmentprocess. It describes the design componentsoftware artifacts (re-use design patterns,current technical framework, bluepr<strong>in</strong>ts)(Corbiere and Choquer 2004).ADDITIONAL REQUIREMENTS FORCONTINUOUS EDUCATION COURSEDEVELOPMENTAll five viewpo<strong>in</strong>ts and correspond<strong>in</strong>g to themmodell<strong>in</strong>g/specification techniques, given <strong>in</strong> theprevious section, have to support the follow<strong>in</strong>gcourseware development requirements (Khaldoun et.al. 2000):• Reusability. It means that the ma<strong>in</strong> focus ofthe approach is not only to support reusabilityon the level of automatic multimedia elements(animation, simulation, audio, text, etc.) butalso on a semantics level, i.e., the level oflearn<strong>in</strong>g units.• Support for face-to-face and distance learn<strong>in</strong>g.It should be possible to use the developmentlearn<strong>in</strong>g content <strong>in</strong> both face-to-face anddistance education. This requires the ability toconstruct different views on the learn<strong>in</strong>gmaterials.• Ability to support various target groups. Itshould be possible to use the developmentlearn<strong>in</strong>g modules for various target groups.• Adaptability to student. The learn<strong>in</strong>g materialshould satisfy different characteristics of thestudents such as a student’s profile, learn<strong>in</strong>gmethod and background. To meet theserequirements, it should be possible toconstruct different views on the learn<strong>in</strong>gmaterial so that students can switch betweenthese.• Allow<strong>in</strong>g learners to work <strong>in</strong> several groupsso that each group could do different th<strong>in</strong>gs atthe same time to support more complex typesof collaboration, as <strong>in</strong> project-based learn<strong>in</strong>g(Koper and Tattersall 2005).• Adaptability to authors. Different authors havedifferent needs. They use different didacticaland pedagogical methods suitable for theirtarget group. It should be possible for authorsto derive their own view on the developmentmaterials and apply their own didactic to it.• Cooperation support. Cooperativedevelopment of learn<strong>in</strong>g content reduces theenormous efforts and costs for participation.• Open standards such as IMS (EDUCAUSE2006 and Khaldoun et. al. 2000) and XML(W3C 2006 and Khaldoun et. al. 2000) areimportant so that the development contentscan be easily shared and exchanged betweencontent development and content managementsystems.• Automation. It should be possible to automateas many steps of the development process aspossible.THEORY IN PRACTICEIt is a cont<strong>in</strong>u<strong>in</strong>g professional education coursedevelopment challenge to take <strong>in</strong>to consideration allissues discussed <strong>in</strong> previous sections. This challenge isgo<strong>in</strong>g to be taken <strong>in</strong> the European Structural Found(ESF) project “Cont<strong>in</strong>u<strong>in</strong>g education programme tostrengthen capacity of SME by develop<strong>in</strong>g ICT<strong>in</strong>frastructure and knowledge management”Nr.: VPD1/ESF/PIAA/05/APK/3.2.4.2./0037/0007f<strong>in</strong>anced by European Union.To achieve the project goals, the ma<strong>in</strong> activities aretargeted to the development of new cont<strong>in</strong>u<strong>in</strong>gprofessional education course for entrepreneurs to givethem new skills for implementation of <strong>in</strong>novations <strong>in</strong>their organizations. The ma<strong>in</strong> emphasis <strong>in</strong> the coursewill be on such skills as <strong>in</strong><strong>format</strong>ion andcommunication technologies and knowledgemanagement <strong>in</strong> small and medium companies (SMEs).Needs assessment for course are performed <strong>in</strong>cooperation with project “Development of knowledgemanagement conception for Latvian SMEs” f<strong>in</strong>ancedby Latvian M<strong>in</strong>istry of Science and Education.In order to take <strong>in</strong>to consideration all relevant issuesof cont<strong>in</strong>u<strong>in</strong>g professional education coursedevelopment, a set of modell<strong>in</strong>g/specificationtechniques has to be applied. In this paper, we illustratehow EKD methodology (Bubenko et. al. 2001), whichdescribes an enterprise model, can be applied <strong>in</strong>context of cont<strong>in</strong>u<strong>in</strong>g education course development.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200622


The EKD is one of the Enterprise modell<strong>in</strong>gmethods that was developed a few years ago and isbe<strong>in</strong>g used by bus<strong>in</strong>ess consultancy companies with<strong>in</strong>creas<strong>in</strong>g frequency. This method has been subject ofresearch <strong>in</strong> a number of mult<strong>in</strong>ational Europeanprojects (<strong>in</strong>clud<strong>in</strong>g 5th framework programme). It hasproved its productivity both <strong>in</strong> the bus<strong>in</strong>ess and thepublic sector by provid<strong>in</strong>g a framework forarticulat<strong>in</strong>g, modell<strong>in</strong>g, and reason<strong>in</strong>g about pert<strong>in</strong>entknowledge and ill-structured even “wicked” problemsituations, typically occurr<strong>in</strong>g <strong>in</strong> organisations andsociety. The EKD aims at sett<strong>in</strong>g organisation vision,mission, and goals, provid<strong>in</strong>g guidance <strong>in</strong> restructur<strong>in</strong>gand chang<strong>in</strong>g different processes (Bubenko andKirikova 1999).A simplified EKD model for cont<strong>in</strong>u<strong>in</strong>gprofessional education is presented <strong>in</strong> Figure 2.Figure 2. Cont<strong>in</strong>u<strong>in</strong>g professional education course development for SME (part of the simplified EKD model).It shows course development goals (G), processes(P) and rules (R). The advantage of the model is <strong>in</strong>possibility to show all relevant relationships betweenthose issues of curse development at different levels ofabstraction and detail (bottom up arrows show, whichlower abstraction level concepts support particularupper abstraction level concepts; different levels ofdetail are not shown <strong>in</strong> Figure 2). Another advantage ofEKD technique is a possibility to reflect <strong>in</strong> particularsub-models requirements imposed by different coursedevelopment aspects as well as to reflect constra<strong>in</strong>tsimposed by other than EKD modell<strong>in</strong>g/specificationtechniques. Discussion about representationpeculiarities of those requirements and constra<strong>in</strong>ts isbeyond of the scope of this paper.CONCLUSIONSDevelopment of cont<strong>in</strong>u<strong>in</strong>g education courses is acomplicated endeavour that requires analysis andAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200623


<strong>in</strong>tegration of many different issues that are relevant <strong>in</strong>a variety of aspects of course development.Requirements for course development imposed bymultiple issues are rarely formally def<strong>in</strong>ed, areoverlapp<strong>in</strong>g and quite hard to be transparently<strong>in</strong>tegrated. In such situation success and quality ofcourse development depends on modell<strong>in</strong>g technique tobe used for handl<strong>in</strong>g complexity of the task. In thispaper we suggest EKD modell<strong>in</strong>g as an effectivemethod for gett<strong>in</strong>g a detailed enough and transparentoverall picture about develop<strong>in</strong>g process for cont<strong>in</strong>u<strong>in</strong>geducation course.The presented results will be improved andimplemented <strong>in</strong> the current project “Cont<strong>in</strong>u<strong>in</strong>geducation programme to strength capacity of SME bydevelop<strong>in</strong>g ICT <strong>in</strong>frastructure and knowledgemanagement” and further <strong>in</strong> the project “Us<strong>in</strong>g E-learn<strong>in</strong>g solutions for development and implementationof IT cont<strong>in</strong>u<strong>in</strong>g education program modules(MULTIMOD)”.REFERENCESBubenko, J.A., M. Kirikova. 1999. Improv<strong>in</strong>g theQuality of Requirements Specifications by EnterpriseModell<strong>in</strong>g. 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Extensible Markup Language (XML).[accessed 05.05.2006]BIOGRAPHYG<strong>in</strong>ta Stale is teacher of the IT department at theVidzeme University College Latviaand project manager at Riga Technical universityDistance Education Study centre; has higherprofessional education <strong>in</strong> Computer <strong>Systems</strong> andexperience <strong>in</strong> project management <strong>in</strong> the Phare CBCprogramme <strong>in</strong> the Baltic Sea Region 2001 project“Achiev<strong>in</strong>g Social Inclusion by the Application of E-Learn<strong>in</strong>g solutions at College RRC”Marite Kirikova is associated professor at RigaTechnical University, author of more than fiftyscientific publications on <strong>in</strong><strong>format</strong>ion systems andknowledge management, did field research onknowledge management <strong>in</strong> e-learn<strong>in</strong>g at Boise StateUniversity, USA; and field research on enterprisemodell<strong>in</strong>g and requirements eng<strong>in</strong>eer<strong>in</strong>g at StockholmUniversity and Royal Institute of Technology, Sweden.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200624


CHANGES TO TRAINING AND PERSPECTIVE OF THE TEACHING STAFF FOR THE NEWTECHNOLOGIESAntonio Bustos JiménezDpto. de Didáctica y Organización Escolar,Facultad de Ciencias de la Educación, University of Granada, 18071 – Granada (Spa<strong>in</strong>)E-mail: abustosj@ugr.esKEYWORDSIn<strong>format</strong>ion and Communication Technologies (ICT),curricular <strong>in</strong>tegration, tra<strong>in</strong><strong>in</strong>g.ABSTRACTThe present effort of the Education Adm<strong>in</strong>istrations <strong>in</strong>the field of the New Technologies assumes that morecomputer science equipment is made available to theeducation centres and that there exists a considerable<strong>in</strong>terest <strong>in</strong> improv<strong>in</strong>g the tra<strong>in</strong><strong>in</strong>g of the teach<strong>in</strong>g staff <strong>in</strong>this type of emerg<strong>in</strong>g literacy and, f<strong>in</strong>ally, an <strong>in</strong>creasedawareness of the need for this educational resource.The <strong>in</strong>troduction of the New Technologies <strong>in</strong>education centres opens new possibilities and contributesvery diverse advantages, not only <strong>in</strong> the direct process ofteach<strong>in</strong>g-learn<strong>in</strong>g, but <strong>in</strong> others. To understand thesepositive and diverse elements, and to spread and presentthem to the parents, teach<strong>in</strong>g staff and pupils will help usto <strong>in</strong>tegrate these technologies <strong>in</strong> the centres (Mir Montes2000). Throughout recent courses one has seen <strong>in</strong>creasedpossibilities for improv<strong>in</strong>g the manner of perform<strong>in</strong>gdirect tasks with the pupils and the teach<strong>in</strong>g staff.My experiences <strong>in</strong> the centres <strong>in</strong> which I have had theopportunity to co-ord<strong>in</strong>ate these types of resources, showthe necessity for an open and dynamic use of the newIn<strong>format</strong>ion and Communication Technologies.Furthermore, due to the scarcity of legal and <strong>in</strong>ternalguidel<strong>in</strong>es concern<strong>in</strong>g its use and the people who mustmanage it, there is an organisational deficiency, which issolved <strong>in</strong> many cases, by the generous participation of afew people. The <strong>in</strong>tervention of the teach<strong>in</strong>g staff <strong>in</strong> thismanner demands much effort and dedication (Rodriguezde las Heras 2003). Therefore, the proposal that Ipresent, part of which has been the stagedimplementation of necessities, argues for the applicationof a management model that tries to provide solutionsbefore the demand occurs at a greater rate than theadm<strong>in</strong>istration itself is able to regulate.WHERE IS THE DIGITAL DIVIDE?If we th<strong>in</strong>k of the digital divide as the set of social<strong>in</strong>equalities produced by unequal implementation of theNew Technologies, this situation results <strong>in</strong> be<strong>in</strong>g unableto take advantage of the benefits that the <strong>in</strong><strong>format</strong>ionsociety can offer to the more depressed zones, s<strong>in</strong>ce theycan be the access to a very ample supply of tra<strong>in</strong><strong>in</strong>gcourses, with the possibility of be<strong>in</strong>g able to mount theirown virtual companies with access to <strong>in</strong>ternationalmarkets, without leav<strong>in</strong>g their localities. The situationcreates second-class citizens.Without doubt, when this concept is used, it leads to atype of separation produced <strong>in</strong> underdeveloped societies.This happens <strong>in</strong> countries like Spa<strong>in</strong>, where one assumesthat, hold<strong>in</strong>g 9th place <strong>in</strong> worldwide development, itwould not occur. When the repercussions and real scopeof the New Technologies are analysed <strong>in</strong> depth weobserve that, for example, broadband Internet does notarrive at rural nuclei of great geographic isolation,caus<strong>in</strong>g an unequal development of these zones thataggravates their differences even more. This creates firstclass and second-class citizens. The <strong>in</strong>equalities are notcompensated for, but are promoted.If, as Camacho (2005) <strong>in</strong>dicates, this digital dividearises from the social divide, while it is not able tooverturn the efforts <strong>in</strong> elim<strong>in</strong>at<strong>in</strong>g the social <strong>in</strong>equalities,the access <strong>in</strong> equality of conditions to the <strong>in</strong><strong>format</strong>ionwill be a chimera. In the rural context, if the responsiblecollectives and companies through which the wholepopulation has real possibilities of access, also provid<strong>in</strong>ga sufficient degree of literacy <strong>in</strong> the new technologies, donot tackle the necessary <strong>in</strong>itiatives jo<strong>in</strong>tly, the digitaldivide will progressively <strong>in</strong>crease <strong>in</strong> these sectors ofpopulation.One of the processes to which these underprivilegedpopulations are subjugated is like a lost fight <strong>in</strong> the effortto compensate their deficiencies. The result, as PerezTapias (2003) <strong>in</strong>dicates, is a "<strong>in</strong>fernal circle": the morethe technology advances <strong>in</strong> developed sectors ofpopulation, the greater is the disadvantage of the leastmost developed to compete <strong>in</strong> equality of opportunities,and the more difficult it becomes to overcome thesituation. Accord<strong>in</strong>g to this author, "that which until nowhas been a traditional school is be<strong>in</strong>g overrun, and thetechnocratic pressure would make that which would bean elitist education <strong>in</strong> danger of obta<strong>in</strong><strong>in</strong>g partialachievements <strong>in</strong> comparison with an educational systemthat endorses the pr<strong>in</strong>ciple of equality of opportunities".More concretely, with the burst<strong>in</strong>g <strong>in</strong> of these newtechnologies and everyth<strong>in</strong>g they br<strong>in</strong>g, the design of aneducation system conceived as obligatory for all, with thestate school as its vehicle, is seen to be more and moreAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200625


questioned, without us manag<strong>in</strong>g, so far, to articulate aneffective defence of both <strong>in</strong> our democratic societies.On the other hand, the <strong>in</strong>fluence of the mass media <strong>in</strong>society puts the scholastic <strong>in</strong>stitution <strong>in</strong> constant fear.The lessons established for whose transmission it isdesigned, the roll of the teach<strong>in</strong>g staff, scholastic micropoliticsand thoughts on the content of theapprenticeship, are chang<strong>in</strong>g with<strong>in</strong> the framework of thenew situation. The value of the teacher as relat<strong>in</strong>g toknowledge dim<strong>in</strong>ishes whilst his potential as a mediator<strong>in</strong>creases.This demands a reconstruction <strong>in</strong> the tra<strong>in</strong><strong>in</strong>g modelwe will consider below, try<strong>in</strong>g to later obta<strong>in</strong> educationstrategies that reduce the differences <strong>in</strong> access toknowledge and <strong>in</strong><strong>format</strong>ion technologies. However, wemust not forget that "it turns out naive to th<strong>in</strong>k that itwould be possible to become free of people excludedfrom connection to the Internet" (GilCalvo 2000). Aslong as there are strong <strong>in</strong>equalities as far as economicand, therefore, cultural levels are concerned, the accessdifferential to the Internet <strong>in</strong>dicates that, faced with thedigital divide, the access <strong>in</strong> itself is not a sufficientsolution, no matter how necessary it is to overcome the<strong>in</strong>equalities. Moreover, between the necessary m<strong>in</strong>imumand that which suffices, many conditions if they are notcovered, will make it impossible to surpass the"knowledge gap".S<strong>in</strong>ce it is necessary to develop the ability to decidewhat to look for, how to process it and how to use it, it isimportant to remember that "learn<strong>in</strong>g based on theInternet does not depend solely on technological skill,but changes the type of education necessary, as much towork with the Internet as to develop the capacity to learn<strong>in</strong> an economy and a society based on the network"(Castells 2001).The education problem must be seen primarily ashow, over and above what, and of course, why.Computers are sent to the schools <strong>in</strong> great numbers,without hav<strong>in</strong>g established why, based on what teach<strong>in</strong>gmethods, <strong>in</strong> relation to what curriculum, or part thereof.Hence, the teach<strong>in</strong>g staff must decide what to teach itspupils before be<strong>in</strong>g able to ask how to teach it. It isnecessary to surpass the "technological obsession"(Capra 1998) that uses the computer like a panacea for allevils, <strong>in</strong>clud<strong>in</strong>g educational deficiencies.For present day schools, the computers and what theyprovide are very beneficial, but this is not sufficient.Wolton (2000) proposes an education brought up to datefor the present digital world which puts digital excesseson hold and v<strong>in</strong>dicates the role of what it calls "human<strong>in</strong>termediaries", who are non other than the teach<strong>in</strong>gstaff. It is a way to reaffirm the new role of the teacher.As it appears to Perez Tapias (2003), "to plan thecapability to manage the new technologies, although,beyond prepar<strong>in</strong>g to use the new <strong>in</strong>struments that theysupport, to educate today also implies preparation to livehumanistically <strong>in</strong> the world that they are form<strong>in</strong>g". Allthis will not be possible if the new technologies are notbrought <strong>in</strong>to an education system, which focuses oncompatible teach<strong>in</strong>g approaches. In any case, we mustleave beh<strong>in</strong>d the myths which can be <strong>in</strong>curred from oneside or another, and which distort the reality and preventus arriv<strong>in</strong>g at a creative and fruitful structure.TECNOPHOBIA, TECNOFILIA, ANDTECNOMANIAAlbert Boadella says we are attend<strong>in</strong>g the birth of "anew class of idiot". The type of person who loves tohave all the latest up-to-date gadgets provided by the newtechnology such as DVD, digital camera, computerequipment and games, mobile phones..., without hav<strong>in</strong>g aserious reason or putt<strong>in</strong>g the equipment to good use.Without shar<strong>in</strong>g totally this attitude, we are ledultimately to ask the question why. It is difficult to give acoherent reason for this type of position, because it also<strong>in</strong>fluences the <strong>in</strong>terests that impose the market<strong>in</strong>g andsocial stereotypes, which, now, prepare people for thechallenges of the <strong>in</strong><strong>format</strong>ion society (technologicalpressure). It is considered that a person who "embracestechnology" is better prepared. It is certa<strong>in</strong> that, asworkers <strong>in</strong> and with new technology, we consider itspracticality, but it is always necessary to submit it to thesieve of logic.We must not forget that <strong>in</strong> the services andmultimedia product markets for education, not only the<strong>in</strong>stitutional directives are followed, but essentially thetraditional and current strategies of market<strong>in</strong>g andpublicity where the products generated by the marketprevail (Ojeda Castaneda 2003).Reject<strong>in</strong>g technophobia as the extreme fears ofutopian excesses of the love of technology or even of"technomania" (Perez Jiménez 2000), we can agree thatthe present <strong>in</strong><strong>format</strong>ion society requires critical analysis,from an approach that allows us to understand itscontradictory tendencies, enabl<strong>in</strong>g the po<strong>in</strong>t of view thatallows us to discern adequately between the values thatare <strong>in</strong> play <strong>in</strong> the middle of it all (Perez Tapias 2003).Now there is a frenetic race on the part of theEducation Adm<strong>in</strong>istrations of the IndependentCommunities to assign a computer to each two studentsbefore completion of the equipment allocations to thecentres. The Frontier Community has been pioneer<strong>in</strong>gthis type of decision. This is a correct estimationalthough sometimes activated only by electoral <strong>in</strong>terests.Nevertheless, once the equipment is at the centres,mach<strong>in</strong>es that cost much of the citizens’ money, what useare they? Are they used? How are they used? Oncethey are <strong>in</strong>stalled, what do we do with them? It is at thispo<strong>in</strong>t that the tra<strong>in</strong><strong>in</strong>g of the teach<strong>in</strong>g staff with respect tothese new resources enters the game, not only thetra<strong>in</strong><strong>in</strong>g, but also the attitude and perspective that isadopted with respect to their use. There are teachers whoconsider them as a means; others consider them an end <strong>in</strong>themselves and those who consider them neither a meansAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200626


or an end, yet none of these attitudes permits theequipment to be taken advantage of. A change ofattitude on this subject is necessary. Studies such asthose of the European Commission (2000) recognise thatonly one third of the teachers feel able to <strong>in</strong>troduce theuse of ICT <strong>in</strong> their work. Imag<strong>in</strong>e a teacher who has aclass of twenty-five students with twelve computers andwho refuses to use them. The waste is not onlyeconomic, but also educational. Some of these adversepossibilities are avoided by hav<strong>in</strong>g <strong>in</strong>structors preparedfor the new society. It is also necessary to select carefullyfrom the market products.The <strong>in</strong>vestment effort is considerable and never beforehas the adm<strong>in</strong>istration been responsible for payments forsimilar projects. Nevertheless, the cost attaches to thematerial and not so much to the tra<strong>in</strong><strong>in</strong>g, s<strong>in</strong>ce suchresponsibility traditionally is <strong>in</strong> the hands of the CEP,whose <strong>in</strong>frastructure is be<strong>in</strong>g restructured with meanssimilar to those used by teachers <strong>in</strong> their centres. Theexperts recommend that 30 % of the budget is allocatedto tra<strong>in</strong><strong>in</strong>g of the teach<strong>in</strong>g staff (Barqu<strong>in</strong> 2004).For some teachers, the creation of web pages, documentswith text and images by their students constitutes anadvance, and accord<strong>in</strong>gly we can f<strong>in</strong>d web pages ofcentres where the work of the students is exposed. Inthis manner, it is thought that an education for the digitalsociety occurs through the greater possible use of the ICTtools, and it is understood to be an advance <strong>in</strong> thelearn<strong>in</strong>g process that a child is able to express himselfus<strong>in</strong>g tools that are a mixture of multimedia and texttools. In parallel with this is the idea of thecompensatory element that supposes families the childrencan use computers <strong>in</strong> the centre, which they lack <strong>in</strong> thehome.However, at the same time voices are heard that doubtthe real advance <strong>in</strong> the matter of <strong>in</strong>novation and change<strong>in</strong> the education practices. Now they are <strong>in</strong> the processof prepar<strong>in</strong>g a series of studies that try to discover theimpact of this project on teach<strong>in</strong>g, although somemanifestations can be observed <strong>in</strong> the web pages of thecentres and <strong>in</strong> the specific pages of projects (Barqu<strong>in</strong>2004). Most of the teachers are accustomed to the use oftext and exercise books. To face a class <strong>in</strong> which thecomputer is the go-between demands a revolutionaryreorganisation of the teachers and the strategies oflearn<strong>in</strong>g. This, of course, if the computer were always <strong>in</strong>use dur<strong>in</strong>g all the hours of teach<strong>in</strong>g. As such a situationdoes not seem to be expected (nor do we th<strong>in</strong>k that it isadvisable), common sense must prevail above all else. Inthis the adm<strong>in</strong>istration could accept a change <strong>in</strong> themodel, and the teachers beg<strong>in</strong> to consider seriously thatthe Internet and the computer can help them <strong>in</strong> theeducation process.The good use and application of ICT <strong>in</strong> the field ofeducation rests with the people <strong>in</strong>volved <strong>in</strong> the process,but also with their people <strong>in</strong> charge. In the manner <strong>in</strong>which these people have to be open to the adoption ofICT and are able to assimilate it, will be possible theadvance towards new and better education models ofgreater quality.ROLL OF THE TEACHING STAFFMariano Fernandez Enguita expla<strong>in</strong>s that at thepresent time knowledge does not wait for the educators,because there is such deluge of new knowledge availablefor the pupils that the teacher experiences a gap <strong>in</strong> histra<strong>in</strong><strong>in</strong>g, <strong>in</strong> which he does not update his methods. Theteacher is disadvantaged dur<strong>in</strong>g this gap and this impliesa super-effort that, as he comments, all are not ready tomake. One of the factors that reduce the <strong>in</strong>cidence of thisgap between what is taught and what could be taught isthe modification of the teach<strong>in</strong>g role. The traditionalforms of teacher performance do not work <strong>in</strong> the presentframework of the technological school; now more thanever the functions of mediation, guid<strong>in</strong>g, orient<strong>in</strong>g..., arenecessary, rather than to take on an unjustifiable lead<strong>in</strong>grole <strong>in</strong> the classroom. The technological means permitadoption of this function, <strong>in</strong> fact, they demand it.CONDITIONS FOR USE OF TECHNOLOGICALMEANS IN THE SCHOLASTIC CENTERS.RESULTS OF THE INVESTIGATION-ACTIONThe approach<strong>in</strong>g use of the computer on a daily basis<strong>in</strong> the centres must be controlled by coherency <strong>in</strong> theprocess programmer. For this the tra<strong>in</strong><strong>in</strong>g <strong>in</strong> the NewTechnologies must be united for harmonisation of thetechnological work with<strong>in</strong> the framework of theprogramm<strong>in</strong>g classroom. In the first place, the objectivesand contents, which set the standards of work or designof activities to be realised, have to take form. It is,therefore, essential to know clearly, why it is wanted andwhen it is wanted for use, and hence it is necessary tohave a global vision of the work to be done. Once thesedetails are known clearly, we move to the next phase,search<strong>in</strong>g for the most suitable software to perform thefunctions of the unit and to make or to design activitiesso that the students can work with it. In this phase ofselection, the teacher has to have present the technicaladaptation of the program and the <strong>in</strong>structions.In this sense, the experience we have ga<strong>in</strong>ed cutsthrough the ideas <strong>in</strong> a study of <strong>in</strong>vestigation-actiondeveloped <strong>in</strong> different centres from Primary Education.It shows us that the computer science classroom musthave the follow<strong>in</strong>g conditions to enable profitable use byall the Community:OPEN. Without privilege <strong>in</strong> its use. It must be aplace <strong>in</strong> which students, teachers, and parents areenriched. This three-way tra<strong>in</strong><strong>in</strong>g must be establishedsystematically and not of <strong>in</strong>termittent form. Oncesuitable technical and human resources have beenAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200627


calculated, the supply must be realised completely. Thiscarries with it a constant improvement and update of theknowledge that must be acquired to co-ord<strong>in</strong>ate thedynamics of work with each of the reference groups, but,at the same time, it causes the attendance of marg<strong>in</strong>algroups that traditionally have been excluded. Now, ICTstill emphasises more the strong relations and tiesbetween education centres, families and communities(the OECD 2001).• With pupils. Us<strong>in</strong>g the computer as a tool forlearn<strong>in</strong>g and controlled self-learn<strong>in</strong>g. Through thismeans of work, the student becomes familiar, if heis not already, with an <strong>in</strong>creas<strong>in</strong>gly necessaryelement <strong>in</strong> everyday life. As Silva Sal<strong>in</strong>as (2004)advises, "the computer, <strong>in</strong> addition to be<strong>in</strong>g aneducation object, is also used as a tool for thelearn<strong>in</strong>g of determ<strong>in</strong>ed contents, us<strong>in</strong>g specificprograms, through a specific methodology".Draw<strong>in</strong>g and writ<strong>in</strong>g, scholastic newspaper with theteach<strong>in</strong>g staff, stories, accounts, grammar,mathematical operations... Fitt<strong>in</strong>g us to the Infantand Primary centres, exceptions of age <strong>in</strong> the use ofthe computer do not exist, that is to say, from threeyears of age to twelve. For this, suitableeducational software is used with<strong>in</strong> school hours.Outside school hours, as an extracurricular activity,by use of workshops suck as those on the Internet.• With parents. By means of the <strong>in</strong>troduction, <strong>in</strong>most cases. The school of the parents provides ameans by which it assures first choice of the sharededucational opportunities of the centre to thefamilies, furthermore to offer tra<strong>in</strong><strong>in</strong>g, which,although basic, can be very useful. The activities ofthis type allow:- Approach of the sector of parents to thedynamics of the centre.- Learn<strong>in</strong>g and control of the basic tools tomake profitable use of Internet.- Profitable use of computer scienceequipment acquired <strong>in</strong> pr<strong>in</strong>ciple only forthe use of the sons and the daughters.- Collaboration with the centre <strong>in</strong> tasks likewrit<strong>in</strong>g of the school newspaper, developmentof projects, computerisation of the AMPA andelaboration of formal adm<strong>in</strong>istrativedocuments.• With teach<strong>in</strong>g staff. Greater tra<strong>in</strong><strong>in</strong>g would benecessary. Tra<strong>in</strong><strong>in</strong>g, ma<strong>in</strong>ly, so that it reflectspositively on the pupils, so that we use what wehave learned from it. Ma<strong>in</strong>ly, and as we have cometo do under control of the W<strong>in</strong>dows or L<strong>in</strong>uxenvironment, word processors, data bases,spreadsheets, production of slides..., that whichfavours the quality of the teach<strong>in</strong>g work (Teach<strong>in</strong>gUnits, work sessions...), under the control ofeducational <strong>in</strong><strong>format</strong>ion science programs and <strong>in</strong>the suitable use of the Internet. If we tookadvantage of the public highway, it is possible toachieve work groups, sem<strong>in</strong>ars and tra<strong>in</strong><strong>in</strong>g projects<strong>in</strong> Centres and <strong>in</strong> Resource and Teacher Centres.On the other hand, the private route exists, lessused, perhaps because of the cost to those <strong>in</strong>terestedand by its be<strong>in</strong>g cut off from the scholastic reality.Nevertheless, why do we take advantage of thistra<strong>in</strong><strong>in</strong>g? - In order to learn to read and write and touse the computer without which is imag<strong>in</strong>ed nodirect benefit to the student? - So that theknowledge is exclusively left <strong>in</strong> the face of didacticpreparation of the teach<strong>in</strong>g staff? Without a doubtsome exist, the risk of which appears as a masked<strong>in</strong>dividualistic slope.• DYNAMIC. That it is used to the maximum and <strong>in</strong>the best possible manner. It treats resources thathave been obta<strong>in</strong>ed through a great economic efforton the part of the adm<strong>in</strong>istration or by the centreitself and, ma<strong>in</strong>ly, are resources of resisted utility <strong>in</strong>the education world. In this sense, also it isnecessary to modify the attitudes amongst theteach<strong>in</strong>g staff towards technological means.Previously a part of the teach<strong>in</strong>g staff perceivedthem more as enterta<strong>in</strong>ment than as true resourcesfor learn<strong>in</strong>g.Accord<strong>in</strong>g to Cabero Almenara (1999), one of thegreat perspectives that the analysis of the new<strong>in</strong><strong>format</strong>ion communication technologies adopts <strong>in</strong> thepresent education centres is the "necessity to count onpr<strong>in</strong>ciples and an organisational structure to facilitate the<strong>in</strong>corporation and its effective use". A key concept <strong>in</strong>relation to the management of these resources is the oneof orgdware, understood as a structural component of atechnological system that guarantees its operation. Inthis sense, Montero Montero (2003) po<strong>in</strong>ts out the needfor headmasters and headmistresses of centres tounderstand problems that adoption of ICT raises, becauseit is probable that its total <strong>in</strong>tegration demands changes <strong>in</strong>the schedules and structures of the centre, besides hav<strong>in</strong>gimplications on the resources.For this reason, <strong>in</strong> these cases, sett<strong>in</strong>g out rules for theclassroom has been necessary. It is essential, ma<strong>in</strong>ly, <strong>in</strong>large centres, where the demand of use is high. The bestway of achiev<strong>in</strong>g this is by referr<strong>in</strong>g <strong>in</strong>ternal regulationtexts to Computer science Resources. Thus, a set ofnorms and <strong>in</strong><strong>format</strong>ion for the co-ord<strong>in</strong>ator of themedium are created. This person must be the delegatedauthority, not only a good volunteer, but with power toAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200628


make decisions. It cannot be voluntary work for shortperiods, which is the reason why a suitable hourly rate ofpay is necessary. It is necessary for him to have tra<strong>in</strong><strong>in</strong>g,qualification, and knowledge. In addition, resources andspaces for the activities of management and tra<strong>in</strong><strong>in</strong>g mustbe allowed for.Moreover, with respect to the tra<strong>in</strong><strong>in</strong>g, where andhow? If it is <strong>in</strong>itial, then it needs a good base <strong>in</strong> theeducation faculties. In addition, the education centresbecome an extraord<strong>in</strong>ary platform for tra<strong>in</strong><strong>in</strong>g if there are<strong>in</strong>telligent management teams, able to facilitate theorganisation of activities like work groups, sem<strong>in</strong>ars thatmeet the present plans of the centres, the necessities ofthe teach<strong>in</strong>g staff based on the new educationalassignments... Another option is to use to the teach<strong>in</strong>gcentres, which lately are mak<strong>in</strong>g the effort to adapt theirmethodologies to the most press<strong>in</strong>g necessities of theschool.REFERENCESBarqu<strong>in</strong>, R., J. 2004. “La implantación de lastecnologías de la <strong>in</strong>formación en la sociedad y en loscentros educativos públicos de la Comunidad deAndalucía”. En Revista Iberoamericana de Educación,nº 36.Bustos J., A. 2002. “El aula de <strong>in</strong>formática al servicio dela Comunidad Educativa”. En La organización de losnuevos procesos de <strong>in</strong>stitucionalización de la educación.Antequera (Málaga), Innovación y cualificación y Grupode Investigación AREA.Bustos J., A. 2005. “La Escuela Rural y su profesoradoante el reto de las Tecnologías de la Información y laComunicación”. En Teleaprendizaje y profesióndocente: TIC para una educación <strong>in</strong>novadora. Madrid,Grupo Anaya.Bustos J., A. 2005. “The rural school and its teach<strong>in</strong>gstaff fac<strong>in</strong>g the challenge of the advanc<strong>in</strong>g <strong>in</strong><strong>format</strong>ionand communication Technologies”. En ICTE <strong>in</strong> regionaldevelopment. Latvia, Vidzeme University College.Camacho, K. 2005. “La brecha digital”. Enhttp://www.vecam.org/edm/article.php3?id_article=135Capra, F. 1998. La trama de la vida. Una nuevaperspectiva de los sistemas vivos. Barcelona, Anagrama.Castells, M. 2001. La galaxia Internet. Reflexionessobre Internet, empresa y sociedad. Barcelona, Plaza &Janés.Gil C., E. 2000. “Internet, Tocqueville y el genio dellugar”. Periódico El País, 14 de abril.Montero M., I. 2003. Los desafios de las Tecnologías dela Información y las Comunicaciones en la Educación.Madrid, Secretaría General Técnica y SubdirecciónGeneral de Información y Publicaciones (M<strong>in</strong>isterio deEducación, Cultura y Deporte).Mir M., J. Ignacio. 2000. “Organización de undepartamento de tecnología educativa”. En C.Reparaz,A.Sobr<strong>in</strong>o, J.I.MIR: Integración curricular de las nuevastecnologías. Barcelona, Ariel.OCDE. 2001. E-Learn<strong>in</strong>g. The PartnershipChallenge/Cyber<strong>format</strong>ion. París, Les enjeux dupartenariat.Ojeda C., G. 2003. Análisis de tecnologías convergentesde <strong>in</strong>formación y comunicación en el ámbito educativo.Madrid, M<strong>in</strong>isterio de Educación y Ciencia (SerieInformes).Perez J., J.C. 2000. Futuro.com. Utopía y paranoia antelas nuevas tecnologías. Mérida, EE.Perez T., J. Antonio. 2003. Internautas y náufragos. Labúsqueda del sentido en la cultura digital. Madrid,Trotta.Rodriquez de Las Heras, A. 2003. “Los grumos de laglobalización”. En I. Montero: Los desafios de lasTecnologías de la Información y las Comunicaciones enla Educación. Madrid, Secretaría General Técnica ySubdirección General de Información y Publicaciones(M<strong>in</strong>isterio de Educación, Cultura y Deporte).Silva, S. S. 2004. Informática educativa. Usos yaplicaciones de las Nuevas Tecnologías. Coruña, IdeasPropias Editorial.Wolton, D. 2000. Sobrevivir a Internet. Conversacionescon Olivier Jay. Barcelona, Gedisa.BIOGRAPHYAntonio Bustos Jiménez is an <strong>in</strong>vestigator <strong>in</strong> the groupHUM 267 for structure and knowledge of the staff at theUniversity of Granada. He is (at present), two yearsbeyond PhD and has completed his doctoral thesis onnew technologies and the rural school. He has hadresponsibilities as Coord<strong>in</strong>ator of Computer studies <strong>in</strong> thecenters <strong>in</strong> which he as worked and has publisched textson management and organisation <strong>in</strong> these schools. Atpresent he exercices his profession as teacher <strong>in</strong> a ruralschool <strong>in</strong> the prov<strong>in</strong>ce of Granada (Spa<strong>in</strong>).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200629


E-LEARNING EVALUATION USING EDUSA SYSTEMArmands Strazds 1 , Atis Kapenieks 2 , Bruno Žuga 31 Riga Technical University,Distance Education Study CentreKr. Valdemara str. 109-1, 1013 Riga, LatviaE-mail: armands@strazds.com2 Riga Technical University,Distance Education Study CentreAzenes str. 12, 1048 Riga, LatviaE-mail: desc@rsf.rtu.lv3 Riga Technical University,Distance Education Study CentreAzenes str. 12, 1048 Riga, LatviaE-mail: bruno@rsf.rtu.lvKEYWORDSE-learn<strong>in</strong>g, non-l<strong>in</strong>ear learn<strong>in</strong>g, multi-task<strong>in</strong>gevaluation, ambient usability, quality assessment, e-gesture.Increas<strong>in</strong>g of network<strong>in</strong>g and technology usage likep2p <strong>in</strong><strong>format</strong>ion exchange, advent of mobile ubiquitousknowledge slots, collaborative learn<strong>in</strong>g environments,and platforms built upon the e-Technologies andparticularly the m-Technologies (notebooks, PDAs, cellphones, laptop computers, etc.) is a catalyst of learners’generation change. New generation of learners use nonl<strong>in</strong>earknowledge acquisition methods <strong>in</strong> multitask<strong>in</strong>genvironments. They are learn<strong>in</strong>g by googl<strong>in</strong>g, chatt<strong>in</strong>g,skyp<strong>in</strong>g, camfrogg<strong>in</strong>g and eventually but not necessarilyread<strong>in</strong>g a book, an electronic manual or pr<strong>in</strong>teddocumentation.ABSTRACTThis paper reveals the nature of a new evaluationmethod for multi-task<strong>in</strong>g learn<strong>in</strong>g environmentsimplemented with EDUSA software applicationprototype developed at Riga Technical UniversityDistance Education Study Centre.Series of evaluation sessions were performed us<strong>in</strong>gthe EDUSA system, <strong>in</strong>clud<strong>in</strong>g data collect<strong>in</strong>g,elaboration of metrics and evaluation of the experimentalresults.Accord<strong>in</strong>g to the <strong>in</strong>itial test<strong>in</strong>g model, adapted withrespect to the requirements of the new technically savvytype of learner, evidence of probability distributioncomposed of a Discover<strong>in</strong>g relative probability curve andLearn<strong>in</strong>g relative probability curve was found.THE NATURE AND CHARACTERISTICS OF THENEW TYPE OF LEARNERNew technological environmentsNew type of learnerChanges <strong>in</strong> society, technology and knowledgeacquisition are accompanied by <strong>in</strong>dividualization,avatarization of learners where learners become<strong>in</strong>creas<strong>in</strong>gly “digital” cont<strong>in</strong>uously widen<strong>in</strong>g the gapbetween them and ma<strong>in</strong>ly “analogue” schools.The impersonal mode of operation <strong>in</strong> open networksleads to the phenomena of multiple electronicpersonalities where one learner can at whish use morethan one personal e-Portfolio. This leads to role-play<strong>in</strong>geffect that can be successfully implemented withunobtrusive learn<strong>in</strong>g environments.New technologies if they become widely acceptedlead to development of new skills, competencies andabilities and ultimately a new type of learner. Wim Veen(Veen 2006) summarizes the crucial characteristics of thenew e-generation of learners as follows:• Integrated scann<strong>in</strong>g skills• Ability to multi-task• Ability to handle discont<strong>in</strong>uity• Non-l<strong>in</strong>ear approaches to learn<strong>in</strong>g.The competencies of e-generation cover suchcommunication media and environments as onl<strong>in</strong>e chatsand forums, MOOS and MUDS, Comic chat,collaborative onl<strong>in</strong>e groups, mobile / WAP / picture chatsand text messag<strong>in</strong>g, research on the Internet (<strong>in</strong>clud<strong>in</strong>g<strong>in</strong><strong>format</strong>ion, galleries, web cams, forums, newsboards,Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200630


logs), data and video conferenc<strong>in</strong>g (e.g. Netmeet<strong>in</strong>g),Learn<strong>in</strong>g Management <strong>Systems</strong>, dynamic applicationsand other <strong>in</strong>stant communication software (Carr 2003).A NEW APPROACH TO EVALUATING ONLINEAND E-LEARNINGEvaluation automation / Interactions and e-gesturesDaniel C. Dennett def<strong>in</strong>es learn<strong>in</strong>g as a matter ofextract<strong>in</strong>g mean<strong>in</strong>g from <strong>in</strong>teractions for use <strong>in</strong> the future(Dennett 1998). Interactions between users andcomputers occur at the user <strong>in</strong>terface, which <strong>in</strong>cludesboth software and hardware, for example, generalpurpose computer peripherals like mouse and keyboard,<strong>in</strong> m-learn<strong>in</strong>g and ambient <strong>in</strong>telligence environments alsosensors, GPS devices, etc.E-Gestures are already widely used with <strong>in</strong>teractivecomputer games (e.g. mouse-gestures <strong>in</strong> Black & White).They add <strong>in</strong>tuitive human-like communication levelmak<strong>in</strong>g use of human-computer <strong>in</strong>terface. In broadersense, e-gesture can be def<strong>in</strong>ed as any programmaticallyrecognizable pattern of human behaviour performedthrough the human-computer <strong>in</strong>terface as:• Action to create;• Reaction to respond to the specified context.Examples of e-gestures applicable to evaluation of e-generation’s learn<strong>in</strong>g process are:• Brows<strong>in</strong>g Gesture: context = evaluation of new m-learn<strong>in</strong>g course; learner scrolls the text w<strong>in</strong>dowevery 3 seconds or less;• Discover<strong>in</strong>g Gesture: context = (same); learnerscrolls the text w<strong>in</strong>dow every 3 to 8 seconds;• Learn<strong>in</strong>g Gesture: context = (same); learner scrollsthe text w<strong>in</strong>dow every 8 to 210 seconds;New functionality requirementsEvaluat<strong>in</strong>g methods of onl<strong>in</strong>e, e-learn<strong>in</strong>g and m-learn<strong>in</strong>g materials should adapt to the new demandcreated by the e-generation of learners. Follow<strong>in</strong>g newfunctionality classes should be considered accord<strong>in</strong>g tocharacteristics of learn<strong>in</strong>g process:• Evaluation of scann<strong>in</strong>g skills (builds the learner’s<strong>in</strong><strong>format</strong>ion scann<strong>in</strong>g and e-gestures’ usage profile)• Environment-wide task-awareness of evaluationsession• Ability to handle discont<strong>in</strong>uity (by creat<strong>in</strong>gevaluation contexts capable of focus<strong>in</strong>g on one ormore target tasks)• Non-l<strong>in</strong>ear approaches to evaluation (requiredesign<strong>in</strong>g of evaluation tools capable to keep<strong>in</strong>gtrack of all possible comb<strong>in</strong>ations of learn<strong>in</strong>g“l<strong>in</strong>es”)THE NATURE OF THE EDUSA EVALUATIONSOFTWAREEDUSA 1.0 implements the <strong>in</strong>itial set of automationand functionality as a new type of learn<strong>in</strong>g materialevaluation methods required by the new type of learner.Paraphras<strong>in</strong>g Wim Veen’s (Veen 2006) description offour crucial skills of the new e-generation, EDUSA’snature can be summarized as follows:• Integrated system-wide scann<strong>in</strong>g skills;• Ability to follow user’s multi-task<strong>in</strong>g activities;• Ability to handle learn<strong>in</strong>g process real-timediscont<strong>in</strong>uity;• Non-l<strong>in</strong>ear approaches to evaluation.Traditional approaches of assess<strong>in</strong>g the effectivenessof e-learn<strong>in</strong>g materialsThere are many already established ways to assess theusability of e-learn<strong>in</strong>g materials. Most important of themare: (1) heuristic evaluations, (2) usability tests, and (3)field studies (Miller 2005).Heuristic evaluationsLike <strong>in</strong> heuristic evaluation, EDUSA is able toidentify potential usability and ease of use issues <strong>in</strong> orderto resolve them before f<strong>in</strong>al implementation.Instead of formal review<strong>in</strong>g of the application withexperts <strong>in</strong> usability and <strong>in</strong>terface design, EDUSA usesspecial algorithms to automatically determ<strong>in</strong>e whetherthe application is aligned with user’s requirements or not.Usability testsUnlike the traditional usability tests, EDUSA does notask users to perform specified tasks on an applicationwith<strong>in</strong> a controlled laboratory environment, although thisoperational mode is also possible.Each user – like <strong>in</strong> field studies – can choose his/herown most natural environment to evaluate e-learn<strong>in</strong>gmaterials: at home, while travell<strong>in</strong>g (with m-learn<strong>in</strong>gsolutions), at workplace, etc.EDUSA collects metrics evaluat<strong>in</strong>g e-gestures todeterm<strong>in</strong>e the level of satisfaction that users have withthe application.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200631


Field studiesTraditional field studies require watch<strong>in</strong>g users<strong>in</strong>teract with the application <strong>in</strong> their own environments.Users have to be observed complet<strong>in</strong>g the course, either<strong>in</strong> person or via Web or phone conferenc<strong>in</strong>g.As mentioned earlier, EDUSA comb<strong>in</strong>es elements offield studies and usability tests <strong>in</strong> order to give user mostconvenient environment while perform<strong>in</strong>g the evaluationof his/her satisfaction <strong>in</strong> the background.Time consum<strong>in</strong>g solutionsMany of traditional e-learn<strong>in</strong>g assessment methodsare very time consum<strong>in</strong>g. They often require hours(sometimes even weeks) to perform an evaluation cycle(Shilwant and Haggarty 2005). In most cases, theseapproaches require writ<strong>in</strong>g reviews, fill<strong>in</strong>g questionnairesor evaluation reports manually.Event Monitor shows graphical representation of (1)selected user participation activities; (2) selected systemresponse activities and/or (3) a value calculated fromparticipation and response data accord<strong>in</strong>g to the selectedmodel to be described <strong>in</strong> this paper.Event Log shows time, type, and textualrepresentation of (1) selected user participation events,(2) selected system response events. Evaluator can usethe scrollbar to review each of the Event Log entriestogether with its graphical representation with<strong>in</strong> EventMonitor.Figure 1 shows graphical user <strong>in</strong>terface of EDUSAAmbient Usability Assessment Meter.Expensive solutionsPerson-hours of hired usability experts can be veryexpensive. Traditional non-automated e-learn<strong>in</strong>g test<strong>in</strong>gsolutions normally depend on experts’ availability.Technology loaded solutionsMak<strong>in</strong>g <strong>in</strong>terviews and the subsequent audio/videopost-production requires usage of correspond<strong>in</strong>gtechnology (video cameras, microphones, tape recorders,etc.). Only well equipped highly professional usabilityevaluation labs have the necessary means to produce thatsort of good quality materials.New approach of assess<strong>in</strong>g learn<strong>in</strong>g tasks for multitask<strong>in</strong>glearners us<strong>in</strong>g EDUSAIntegrated system-wide scann<strong>in</strong>g skillsEDUSA evaluation method emphasizes the organicand functional relation between all parts (tasks) and thewhole system (<strong>in</strong> broader sense – human, computer andsurround<strong>in</strong>g ambience).EDUSA acts task <strong>in</strong>dependently at the very core ofthe operational system. It connects to the humancomputer<strong>in</strong>terface to scan all the communicationbetween user and system. The result<strong>in</strong>g <strong>in</strong><strong>format</strong>ion issearched for programmatically recognizable patterns ofhuman behaviour (e-gestures) and used to identifylearner’s subjective satisfaction with the learn<strong>in</strong>gmaterial. Optionally EDUSA can build and exportlearner’s profile that can be later used with other multitask<strong>in</strong>gevaluation sessions.Figure 1. EDUSA Ambient Usability Assessment Meter.Display at the top of the screen shows the real-timevalues for (1) weighted cumulative value of userparticipation and system response values, (2) degree ofuser participation, (3) degree of system response, (4)current session time and (5) current Event Monitor time.File menu is used to access functionality forload<strong>in</strong>g/sav<strong>in</strong>g the (1) environment parameters, (2) userprofiles and (3) session log files.Tools menu is used to access functionality for (1)creat<strong>in</strong>g/edit<strong>in</strong>g hotspots (evaluator-def<strong>in</strong>ed areas <strong>in</strong>sidetask w<strong>in</strong>dows that can capture specified user activities),(2) analyz<strong>in</strong>g currently loaded session and (3) generat<strong>in</strong>gsummary (currently <strong>in</strong> MS Excel file <strong>format</strong>).Help menu is used to access software documentationand client support files.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200632


Ability to follow user’s multi-task<strong>in</strong>g activitiesEDUSA analyzes all user and system activities withall tasks learner participates <strong>in</strong> dur<strong>in</strong>g the evaluationsession and comb<strong>in</strong>es the results with respect to theparticipation levels <strong>in</strong> every s<strong>in</strong>gle task.Figure 2 shows ordered lists for four levels of userparticipation <strong>in</strong> different tasks together with degree ofparticipation <strong>in</strong> each task.analyze the overall efficiency of learn<strong>in</strong>g process“orchestration”.E-Gestures implementation <strong>in</strong> EDUSAEDUSA currently implements the follow<strong>in</strong>g set of e-gestures:• User e-gestures: (1) Brows<strong>in</strong>g (2) Discover<strong>in</strong>g (3)Learn<strong>in</strong>g (4) Logged off;• System e-gestures: (1) Productive action (2)Unproductive action.Figure 3 represents user e-gestures l<strong>in</strong>ked to a timescale. S1 to S4 are called Decision Slots.User e-gesturesFigure 2. EDUSA - Multi-task<strong>in</strong>g learner’s participationlevels.EDUSA Usability Analyzer allows also view<strong>in</strong>gordered lists of productive/unproductive peripheral(mouse, keyboard), hardware (CPU, memory) andsoftware (learn<strong>in</strong>g tasks, hotspots) activities.Figure 3. e-gestures / Decision slots.Another way to represent e-gestures is shown <strong>in</strong> figure 4.Ability to handle learn<strong>in</strong>g process real-timediscont<strong>in</strong>uityDur<strong>in</strong>g the evaluation session, EDUSA writes everytask-related action to a XML log file. This way it canhandle both cont<strong>in</strong>ued and discont<strong>in</strong>ued learn<strong>in</strong>g sessionswhile analyz<strong>in</strong>g the recorded data subsequently. EDUSAhas the ability to reconstruct discont<strong>in</strong>ued learn<strong>in</strong>g tasksand analyze them by putt<strong>in</strong>g <strong>in</strong> different evaluationcontexts (task scopes, e-gesture sets, etc.).Non-l<strong>in</strong>ear approaches to evaluationEDUSA is aware of all learner-computer <strong>in</strong>teractionsprovided by the <strong>in</strong>terface. This allows evaluation of bothl<strong>in</strong>ear and non-l<strong>in</strong>ear learn<strong>in</strong>g sessions.EDUSA logs learner’s connection times, return ratesand idle times per task w<strong>in</strong>dow. It keeps track of allpossible comb<strong>in</strong>ations of learn<strong>in</strong>g “l<strong>in</strong>es” and is able toFigure 4. e-gestures / Decision tree.Figure 4 shows the decision tree learner uses to decideif Learn<strong>in</strong>g Screen (LS - page, slide, w<strong>in</strong>dow scrollregion, etc.) is useful. After enter<strong>in</strong>g the LS learnersearches for Good Content Indicators (GCI). GCIs arehighly context dependant. The ma<strong>in</strong> context build<strong>in</strong>gcomponents are: (1) learner’s type characterized byAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200633


learn<strong>in</strong>g skills and attentional parameters and (2)material’s type characterized by <strong>in</strong>teractivity parameters(game-like material, read<strong>in</strong>g/view<strong>in</strong>g material, etc.).E-Gestures and Good Content IndicatorsGood electronic learn<strong>in</strong>g materials have (1) goodcontent and (2) good content organization (navigation,design style guides, etc.).Strategies of f<strong>in</strong>d<strong>in</strong>g good content are very differentfor each learner. Learners have different knowledge,different skills, different learn<strong>in</strong>g objectives, differentlearn<strong>in</strong>g paths, and different positions with<strong>in</strong> theparticular learn<strong>in</strong>g path. All this must lead to vary<strong>in</strong>gperception of what a good content (1) for a specificstudent (2) at a specific time actually mean?As the victory march of smart and fast Internet searcheng<strong>in</strong>es has shown, the most commonly used techniqueof f<strong>in</strong>d<strong>in</strong>g good content is us<strong>in</strong>g keywords. Therefore,keywords are probably the today’s top ranked GoodContent Indicators. But as presumably every googler hasnoticed not every GCI po<strong>in</strong>ts to a really valuable content.Table 1 shows how EDUSA’s <strong>in</strong>terpreter processesuser’s e-gestures.DecisionSlot Nr.Table 1. Interpretation of e-gestures.e-GestureDescription of impliedUser actions1 Brows<strong>in</strong>g 1. User has entered a newLearn<strong>in</strong>g Screen (LS -page, slide, w<strong>in</strong>dow scrollregion, etc.)2. User browses the LS forGood Content Indicators(GCI)3. User f<strong>in</strong>ds no GCI4. User leaves the LS2 Discover<strong>in</strong>g 3. User f<strong>in</strong>ds GCI4. User evaluates GCI’s ifthere is really good contentbeh<strong>in</strong>d them5. User f<strong>in</strong>ds no goodcontent beh<strong>in</strong>d the GCI6. User leaves the LS3 Learn<strong>in</strong>g 5. User f<strong>in</strong>ds good contentbeh<strong>in</strong>d the GCI6. User consumes goodcontent = learns (readstext, views image or video,explores diagram, etc.)7. After learn<strong>in</strong>g userleaves the LS4 Logged off 7. After learn<strong>in</strong>g user doesnot leave the LS (gone fora coffee break?)EXPERIMENTAL RESULTS OF E-COURSEEVALUATION USING EDUSAFigure 5 shows the experimental data and calculatedrelative probability of participation <strong>in</strong>tervals <strong>in</strong><strong>in</strong>teractive multimedia e-course SQL Fundamentals us<strong>in</strong>gEDUSA method: 1 – Learn<strong>in</strong>g curve, 2 – Discoverycurve, 3 – Additive curve (Discovery curve + Learn<strong>in</strong>gcurve).Figure 5. EDUSA measurement of e-course delivery -relative probability of observation <strong>in</strong>tervals <strong>in</strong> <strong>in</strong>teractivemultimedia e-course SQL Fundamentals.Log file data for the subsequent measurements wererecorded dur<strong>in</strong>g the test<strong>in</strong>g session <strong>in</strong> Liepaja Academyof Pedagogy/Latvia with 25 participants.The subject for tests was SQL Fundamentals e-coursedeveloped at Riga Technical University DistanceEducation Study Centre.Participants explored units 1 to 6 from altogether 14course units. Brows<strong>in</strong>g the web, read<strong>in</strong>g e-mails, chatt<strong>in</strong>gand similar multi-task<strong>in</strong>g activities were explicitlypermitted.Measurements were calculated us<strong>in</strong>g time <strong>in</strong>tervals of250ms. In order to <strong>in</strong>terpret the results, user participationevents (<strong>in</strong>teractivities with computer: mouse clicks,mouse move events, key press events, etc.) wereevaluated.Experimental data shows the presence of twoprobability distributions. Participation events with<strong>in</strong>shorter time <strong>in</strong>tervals, approx. 3 to 8s, were <strong>in</strong>terpreted asDiscover<strong>in</strong>g events (see: Discover<strong>in</strong>g curve, Figure 5),participation events with longer time <strong>in</strong>tervals, approx. 8to 25s, were <strong>in</strong>terpreted as Learn<strong>in</strong>g events (see:Learn<strong>in</strong>g curve, Figure 5).Additive curve was calculated to assess the selected 2-components model of multi-task<strong>in</strong>g evaluation accord<strong>in</strong>gto the recorded data. Both components were described asnormal distribution curves that allowed good<strong>in</strong>terpretation of the results of experiment.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200634


CONCLUSIONSEDUSA method gives us a tool to measure relativeprobability of user participation <strong>in</strong>tervals <strong>in</strong> <strong>in</strong>teractivemultimedia e-courses <strong>in</strong> multi-task<strong>in</strong>g environments.Participation probability is cumulative value ofDiscover<strong>in</strong>g curve and Learn<strong>in</strong>g curve relativeprobability.Given the large <strong>in</strong>vestments organizations are mak<strong>in</strong>g<strong>in</strong> onl<strong>in</strong>e tra<strong>in</strong><strong>in</strong>g, and the unique needs of non-l<strong>in</strong>earmulti-task<strong>in</strong>g learners, it would be prudent to address theusability of m-learn<strong>in</strong>g applications for this extremelylarge emerg<strong>in</strong>g target group.Do<strong>in</strong>g so will help ensure that such users can actuallyaccess the necessary material, have optimal levels ofsatisfaction with the learn<strong>in</strong>g experience, and enable theorganization to maximize its m-learn<strong>in</strong>g <strong>in</strong>vestment.To our knowledge most of the traditional approachesof assess<strong>in</strong>g the effectiveness of e-learn<strong>in</strong>g materials arenot oriented to target the new e-generation of learners,especially their non-l<strong>in</strong>ear multi-task<strong>in</strong>g abilities.This is why we consider the EDUSA-approach moresensitive to the skills and competencies of the newlyemerg<strong>in</strong>g technically savvy media aware learners thanmost of the traditional evaluation methods.The pilot<strong>in</strong>g results of EDUSA system allow us toconclude that it will be probably better able to assess theeffectiveness of materials/learn<strong>in</strong>g tasks for multi-task<strong>in</strong>glearners than most traditional approaches.Specifically, we expect that the high degree ofunobtrusiveness through extended automation and usageof advanced e-gesture <strong>in</strong>terpreters could contribute toacceptance of evaluation systems of this k<strong>in</strong>d <strong>in</strong> the nearfuture.REFERENCESVeen, W. 2006. Teach<strong>in</strong>g the media generation, Cop<strong>in</strong>gwith Homo Zappiens.Dennett, D.C. 1998. Bra<strong>in</strong>children, Essays on Design<strong>in</strong>gM<strong>in</strong>ds.Miller, M.J. 2005. Usability <strong>in</strong> e-Learn<strong>in</strong>g.Carr, J. 2003. Communication through The Learn<strong>in</strong>gPlace.BIOGRAPHYArmands Strazds is the European Commission’s NEMVision group expert from Latvia. S<strong>in</strong>ce 2003, he is theDirector of ZIME Foundation, vice-president of theEnvironmental Education Foundation ‘Keep LatviaTidy’, member of IEEE and Latvian In<strong>format</strong>ionTechnologies and Telecommunications Association(LIKTA). He is lecturer and researcher of Riga TechnicalUniversity and currently works on his doctoraldissertation about ubiquitous e-learn<strong>in</strong>g.Atis Kapenieks has education <strong>in</strong> Physics and PhD fromUniversity of Latvia. He is Director of Riga TechnicalUniversity Distance Education Study Centre.Experienced <strong>in</strong> IT, Research, e-learn<strong>in</strong>g andadm<strong>in</strong>istration, Director of Department of HigherEducation and Research, Latvian M<strong>in</strong>istry of Educationand Science 1991-1997.Dr. Atis Kapenieks has participated <strong>in</strong> more than 20<strong>in</strong>ternational e-learn<strong>in</strong>g development projects <strong>in</strong> Europe.Over 60 publications on physics, 6 publications on highereducation and research policy, 15 on Internet andMultimedia applications <strong>in</strong> e-learn<strong>in</strong>g. Current scientific<strong>in</strong>terest: virtual learn<strong>in</strong>g environments, multimediaapplications e- learn<strong>in</strong>g and regional development.Bruno Zuga has MSc degree <strong>in</strong> Electronics andTelecommunications eng<strong>in</strong>eer<strong>in</strong>g from Riga TechnicalUniversity (RTU). Bruno Zuga is author or co-author ofmore than ten <strong>in</strong>ternational publications <strong>in</strong> e-learn<strong>in</strong>g andmultimedia. At present, he is a PhD student at RTU. Inessence the research topic deals with question “Howexactly technology supports learn<strong>in</strong>g?” the approach ismultidiscipl<strong>in</strong>ary. Besides his studies, Bruno is work<strong>in</strong>gat RTU Distance Education Study Centre. He hasparticipated <strong>in</strong> about 20 national/<strong>in</strong>ternational e-learn<strong>in</strong>gand knowledge management projects. He likes his workand enjoys almost every aspect of it, especially the onethat <strong>in</strong>volves <strong>in</strong>ternational collaboration.Myers, B.A. 1996. A brief history of Human ComputerInteraction Technology.Shilwant, S., A. Haggarty. 2005. Usability Test<strong>in</strong>g for E-Learn<strong>in</strong>g.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200635


NATURNET PORT – NEW SOLUTION FOR E-LEARNING AND M-LEARNING IN SUSTAINABLEDEVELOPMENT BASED ON INTEROPERABLE WEB SERVICESKarel Charvat 1 , Petr Horak 1 , Peter Barz 2, Harald Stelzl 3 , Alexander Almer 3 , Markus Jochum 4 , Maris Alberts 51 Czech Centrum for Science and Society, Praha 150 00 Czech Republic2 Environmental Network, Aboyne AB34 4TJ, Scotland, UK.3 Joanneum Research – Institute of Digital Image Process<strong>in</strong>g, Graz A-8010, Austria4 Ludwigs Albert University, Freiburg 79085, Germany5 Institute of Mathematics and Computer Science, University of Latvia, Riga LV-1459, LatviaKEYWORDSSusta<strong>in</strong>able development knowledge management,elearn<strong>in</strong>g, qualitative reason<strong>in</strong>g, metadata, thesaurus.ABSTRACTNaturNet-Redime develops educational programmestowards implement<strong>in</strong>g the European Union’s Strategy forSusta<strong>in</strong>able Development (SSD). The prototypetechnology produced demonstrates the utility of ourapproach for develop<strong>in</strong>g educational programmes that<strong>in</strong>creases understand<strong>in</strong>g of susta<strong>in</strong>able development andthe tools used to make decisions that affect susta<strong>in</strong>abledevelopment. Example content stresses awareness ofenvironmental, economic, and social factors. Asrecognized by the SSD, this <strong>in</strong>creased understand<strong>in</strong>g willallow more <strong>in</strong>formed and equitable decisions to be madeby <strong>in</strong>creas<strong>in</strong>g public <strong>in</strong>volvement <strong>in</strong> the decision-mak<strong>in</strong>gprocess. All educational; materials of the project will beavailable via the NaturNet-Redime web portal, whereusers will f<strong>in</strong>d appropriate learn<strong>in</strong>g objects to lead themthrough the learn<strong>in</strong>g process. Interaction with end usersthroughout the project provides feedback to the projectpartners to ensure that the tools are optimised.INTRODUCTIONThe ma<strong>in</strong> concept of Susta<strong>in</strong>able Development (SD)is development that meets the needs of the presentwithout compromis<strong>in</strong>g the ability of future generations tomeet their own needs (United Nations, 1987). SD thusaims to balance the effects of the <strong>in</strong>teract<strong>in</strong>genvironmental, social, and economic systems. TheEuropean Strategy for SD tries to distribute and <strong>in</strong>culcatethe concept of SD and supports particularly electronicmedia such as the Internet that offer new ways oflearn<strong>in</strong>g to promote better understand<strong>in</strong>g of thosedependencies among citizens. Exist<strong>in</strong>g SD <strong>in</strong><strong>format</strong>ionresources on the Internet focus from the local to thenational, supra-national and global levels and arecharacterized by their sheer quantity – a search for theterms “susta<strong>in</strong>ability” and “susta<strong>in</strong>able development”alone generates several million resources on the Internet.With sub-topics such as SD <strong>in</strong> agriculture, forestry,environmental science, politics, economics, urbandevelopment etc., as well as items <strong>in</strong> other languages andmedia, these numbers <strong>in</strong>crease exponentially. Theseresources call for organisation, and focussedpresentation, as the complexity and comprehensivenessof the subject require the new user to show somedeterm<strong>in</strong>ation to actually get to them and spend sometime learn<strong>in</strong>g how best to utilise them.The general objective of NaturNet-Redime (NNR) isto support the European Strategy for SD by improv<strong>in</strong>gknowledge about all aspects of susta<strong>in</strong>ability and provideeducation ma<strong>in</strong>ly about the social, economic, andenvironmental tools for the implementation of the EUStrategy on SD at both EU and <strong>in</strong>ternational levels. Thereare two ma<strong>in</strong> approaches of the NNR project, whichorig<strong>in</strong>ate from the two proposals that have merged tocreate the comb<strong>in</strong>ed project. The first an <strong>in</strong>teroperableInternet architecture, which focuses on <strong>in</strong>novativepresentation of different tools and data sources forlearn<strong>in</strong>g about susta<strong>in</strong>ability. The second is learn<strong>in</strong>gthrough modell<strong>in</strong>g, where learners develop a deepunderstand<strong>in</strong>g of causes and effects by develop<strong>in</strong>g andexplor<strong>in</strong>g models of SD situations us<strong>in</strong>g QualitativeReason<strong>in</strong>g. Both approaches will be accessible to thepublic via the NNR portal (www.naturnet.org).SUSTAINABLE DEVELOPMENT AND E-LEARNING SUSTAINABLE DEVELOPMENTSD is adaptive, cont<strong>in</strong>uous and has no fixed endpo<strong>in</strong>t.SD tends to be most focused on situations where jo<strong>in</strong>taction is needed to ensure the common good for presentand future generations. In addition, s<strong>in</strong>ce <strong>in</strong>terventions<strong>in</strong>volve the creation, identification and, above all,societal shar<strong>in</strong>g of risks that scientific and other expertisecannot reliably predict or prevent, they have added astrong impetus towards wider public participation <strong>in</strong>decisions on SD. The result of such factors is that SD hasa strong collective element <strong>in</strong> it, and the capacity ofsocieties for such collective action is an important factorAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200636


<strong>in</strong> successful SD. Given this situation, societies,organisations, or <strong>in</strong>dividuals cannot autonomously def<strong>in</strong>ewhat constitutes a susta<strong>in</strong>able future or a sure pathtoward it. They have to jo<strong>in</strong>tly learn their waycont<strong>in</strong>uously towards such a future. The capacity of asociety for such jo<strong>in</strong>t learn<strong>in</strong>g, often termed “colearn<strong>in</strong>g”or “social learn<strong>in</strong>g” is a key element ofsuccessful SD, tackl<strong>in</strong>g the fundamental question of“What are we go<strong>in</strong>g to do next?” The required paradigmshift to SD thus requires changes <strong>in</strong> awareness, values,purposes, and identity. SD resource sites cover sitesaimed at varied target audiences from school children tothose professionally <strong>in</strong>volved <strong>in</strong> the field. The leastcatered for audience would appear to be the general adultuser with lower-level academic skills. The content designof the NNR portal clearly will need to be adapted to therequirements of these target user groups.E-LEARNING STANDARD AND PLATFORMNNR adopted a ground-up strategy of develop<strong>in</strong>g thee-learn<strong>in</strong>g environment for the SD content. At thebeg<strong>in</strong>n<strong>in</strong>g, a standardisation <strong>in</strong> the e-learn<strong>in</strong>gtechnological field was looked for. From the first glance,it was realised that this part of the research work will befar more complicated than anticipated. The status of thecurrent e-learn<strong>in</strong>g standardization is rather confus<strong>in</strong>g. Inthe last few years, e-learn<strong>in</strong>g software has achievedcomplex structures by <strong>in</strong>tegrat<strong>in</strong>g a large number ofadditional functionalities. The most widespread standardsfor the e-learn<strong>in</strong>g platforms are: IEEE LOM Metadata,IMS Packag<strong>in</strong>g, AICC RTE, and SCORM. SCORM wasconceived as a reference model for the first three andother specifications. In fact, what SCORM is offer<strong>in</strong>g is<strong>in</strong>teroperability by us<strong>in</strong>g its own reference model to<strong>in</strong>tegrate different standards conceived by differentvendors and developers. Judg<strong>in</strong>g by the number of the e-learn<strong>in</strong>g platforms compliant with SCORM, <strong>in</strong>comparison with the other standards, we can concludethat <strong>in</strong>creas<strong>in</strong>gly vendors are <strong>in</strong>terested <strong>in</strong> us<strong>in</strong>gSCORM. As a result, an algorithm was developed for theselection of the <strong>in</strong>tended e-learn<strong>in</strong>g platform. With<strong>in</strong> theselection, criteria are <strong>in</strong>cluded: standardisation, licencetype, development language, database type <strong>in</strong> use, etc.The NNR consortium decided that the best platformfor the project would be ILIAS. A tool is compliant withthe SCORM standard and a powerful open sourceLearn<strong>in</strong>g Management System (LMS). ILIAS reachedthe LMS-RTE 3 level and therefore provides the<strong>in</strong>dependent reutilisation of content.LEARNING ABOUT SUSTAINABILITY ONLINENNR aims to distribute the concept of SD through theInternet by provid<strong>in</strong>g <strong>in</strong>novative tools and web services.The concept of SD will be demonstrated on example usecase scenarios <strong>in</strong> test regions associated to the NNRproject and on European scale as well. The scenarios areembedded <strong>in</strong> an e-Learn<strong>in</strong>g environment that guides theuser through structured use case modules.The focus is set on the visualisation and use ofgeographical data s<strong>in</strong>ce the environmental pillar of SDhas a strong geographical relationship. Geographical<strong>in</strong><strong>format</strong>ion is presented <strong>in</strong> 2D by the open sourceM<strong>in</strong>nesota Map Server that will be implemented <strong>in</strong>to thee-Learn<strong>in</strong>g platform ILIAS. In addition to that, this datawill also be accessible by a 3D viewer that providesadditional <strong>in</strong><strong>format</strong>ion about the terra<strong>in</strong>. These courseswill be established for each region present<strong>in</strong>g the specificchallenges towards SD. For all the regions, geographicaldata of various k<strong>in</strong>ds is available and alreadyimplemented on the web server. Economic development,<strong>in</strong> terms of <strong>in</strong>dustrial growth or just the <strong>in</strong>crease of urbanarea can have negative effects on the environment andthe society if it is not supervised on a large scale.Environmental planners need to have appropriate toolsfor susta<strong>in</strong>able area management that provides<strong>in</strong><strong>format</strong>ion about the effects on the environmentbeforehand. For this reason a NNR specificSusta<strong>in</strong>ability Impact Assessment, based on thepr<strong>in</strong>ciples of the Environmental Impact Assessment, willbe available as learn<strong>in</strong>g module. The aim is to sensitizethe user to anthropogenic development projects and itsvarious side effects concern<strong>in</strong>g environmental, social,and economic parameters. The module will conta<strong>in</strong><strong>in</strong>teractive matrices that enable the user to rate the impactfor every s<strong>in</strong>gle parameter. In this context, the geodatawith environmental, social, and economical relationprovide the needed <strong>in</strong><strong>format</strong>ion for that assessment. Inaddition to the application <strong>in</strong> the web portal, mobiledevices will be applied outdoor <strong>in</strong> order to verify and/oradd actual data to the database of the system.NATURNET-REDIME PORTALThe NNR portal objective is to provide a structure fordescrib<strong>in</strong>g data related to SD. This system will:• Provide data producers with appropriate<strong>in</strong><strong>format</strong>ion to characterize their data properly.• Facilitate the organization and management ofmetadata for susta<strong>in</strong>able development data.• Enable users to apply susta<strong>in</strong>able developmentdata <strong>in</strong> the most efficient way by know<strong>in</strong>g itsbasic characteristics.• Facilitate data discovery, retrieval, and reuse.Users will be better able to locate, access,evaluate, purchase, and utilize susta<strong>in</strong>abledevelopment data.• Enable users to determ<strong>in</strong>e whether susta<strong>in</strong>abledevelopment data, <strong>in</strong> a hold<strong>in</strong>g, will be of use tothem.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200637


METADATA AND CATALOGUEA revival <strong>in</strong> awareness of the importance ofgeography and how th<strong>in</strong>gs relate spatially, comb<strong>in</strong>edwith advancements <strong>in</strong> electronic technology, has caused aworldwide expansion <strong>in</strong> use of digital geographic<strong>in</strong><strong>format</strong>ion and geographic <strong>in</strong><strong>format</strong>ion systems (GIS).People from a wide range of discipl<strong>in</strong>es outsidegeographic sciences and <strong>in</strong><strong>format</strong>ion technologies are<strong>in</strong>creas<strong>in</strong>gly capable of produc<strong>in</strong>g, enhanc<strong>in</strong>g, andmodify<strong>in</strong>g digital geographic <strong>in</strong><strong>format</strong>ion.A Catalogue is simply a collection of 'entries' that isorganized to assist <strong>in</strong> the discovery, access, and retrievalof geospatial resources that are of <strong>in</strong>terest to the user,especially when the user does not know the existence orwhereabouts of the resource. Be<strong>in</strong>g a collection ofcatalogue entries, a catalogue should be able toenumerate each of its entries, and should allow entries tobe added or removed. It should also support queries thatwill enable the user to obta<strong>in</strong> entries of <strong>in</strong>terest based onspecified criteria.The important task of NNR portal is to supportcomb<strong>in</strong>ed search for spatial and non-spatial <strong>in</strong><strong>format</strong>ion.Therefore, the decision was to implement two systems,which comb<strong>in</strong>e ISO19115 standards for spatial data andDC for non-spatial data.The solution is based on MIcKA metadata systemdeveloped by HSRS (member of OGC) (see Figure 1).For the search of textual, multimedia and educationalcontent, projects and tools, the Dubl<strong>in</strong> Core metadatamethodology that is implemented <strong>in</strong> the MIcKAcatalogue system will be used. The specific profiles ofDC metadata will be prepared for <strong>in</strong><strong>format</strong>ion searches.The <strong>in</strong>tegration of a Thesaurus (AgroVoc) and Gazetteersbased on NUTS 5 European level support<strong>in</strong>g localisationof <strong>in</strong><strong>format</strong>ion is recommended. For the search forGeospatial <strong>in</strong><strong>format</strong>ion, the ISO19115 metadata model(respective implementation scheme 19139) that isimplemented <strong>in</strong> MIcKA will be used.Figure 2. Map Designer layout.The follow<strong>in</strong>g part of the catalogue is Map DesignerMapMan (see Figure 2) supported:• Search for spatial data (see Figure 3);Figure 3. Spatial data search <strong>in</strong> MapMan.• Def<strong>in</strong>ition of the composition of spatial data(see Figure 4);Figure 4. Spatial data process<strong>in</strong>g.Figure 1. MicKA catalogue system.• Stor<strong>in</strong>g of this composition as an application ofMapServer.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200638


SPATIAL INFORMATIONFor the visualisation of spatial data, the open sourcesoftware MapServer, developed by University ofM<strong>in</strong>nesota (USA) with<strong>in</strong> the frame of a NASA grant, isused. The MapServer output is a raster map <strong>in</strong> GIF, PNG,JPG (for Internet browsers of personal or pocketcomputers) or WBMP <strong>format</strong>s (for mobile phonessupport<strong>in</strong>g WAP), and optionally PDF or GML vector<strong>format</strong>. Our applications use the wide range ofpossibilities provided by MapServer. Two clients areimplemented. For professional work, it will be JavaScript clients. For the work of non-specialists and for<strong>in</strong>tegration with e-learn<strong>in</strong>g application, a DHTML clientwill be used.E-LEARNING PLATFORMNNR aims to promote the concept of SD through theInternet by provid<strong>in</strong>g <strong>in</strong>novative tools and web services.The concept of SD will be demonstrated throughexample use case scenarios <strong>in</strong> test regions associatedwith the NNR project as well as at the European scale.The scenarios are embedded <strong>in</strong> an e-learn<strong>in</strong>genvironment that guides the user through structured usecase modules.The focus of this part of the NNR project isvisualisation and use of geographical data s<strong>in</strong>ce theenvironmental component of SD has a stronggeographical relationship. Geographical <strong>in</strong><strong>format</strong>ion ispresented <strong>in</strong> 2D by the open source M<strong>in</strong>nesota MapServer that will be implemented <strong>in</strong>to the e-learn<strong>in</strong>gplatform ILIAS. In addition to that, this data will also beaccessible by a 3D viewer that provides additional<strong>in</strong><strong>format</strong>ion about the terra<strong>in</strong>.These courses will be established for each test regionthereby present<strong>in</strong>g the specific challenges for SD. For alltest regions, a variety of geographical data is availableand already implemented on the web server. Economicdevelopment, e.g. <strong>in</strong> terms of <strong>in</strong>dustrial growth or just the<strong>in</strong>crease of urban areas, can have negative effects on theenvironment and society if this process is not managed.Planners require appropriate tools for the susta<strong>in</strong>ablemanagement of geographic areas that provide<strong>in</strong><strong>format</strong>ion about the potential effects on theenvironment <strong>in</strong> advance. For this reason a NNR-specificSusta<strong>in</strong>ability Impact Assessment, based on thepr<strong>in</strong>ciples of the Environmental Impact Assessment, willbe provided as a learn<strong>in</strong>g module with the aim tosensitize the user to the potential impacts of physicaldevelopment projects with regard to their environmental,social and economic parameters. The module will conta<strong>in</strong><strong>in</strong>teractive matrices that enable the user to rate the impactfor each parameter. In this context, the geodata withenvironmental, social, and economic relation provide the<strong>in</strong><strong>format</strong>ion required for such an assessment. In additionto the application <strong>in</strong> the web portal, mobile devices willbe applied <strong>in</strong> an outdoor environment <strong>in</strong> order to verifyand/or add actual data to the database of the system.3D-PRESENTATION OF SPATIALINFORMATIONAccord<strong>in</strong>g to the requirements of the project a realtimelandscape visualisation that allows the <strong>in</strong>tegration ofadditional multimedia <strong>in</strong><strong>format</strong>ion was realised. Nolicense cost, as well as the technological possibilities andthe performance were the ma<strong>in</strong> reasons to select theShockwave3D solution for the real-time visualisationmodule. The 3D-presentation of spatial data is animportant and impressive part of the <strong>in</strong><strong>format</strong>ionpresentation <strong>in</strong> the e-learn<strong>in</strong>g applications. The 3Dpresentationconsists of a 3D-viewer, which is very easyto handle, and which shows the three-dimensional spatialdata models to the user. This 3D-viewer is developedus<strong>in</strong>g Macromedia Director 8.5.Figure 5. Shockwave3D solution for spatial datapresentation.The 3D-models are built up from exist<strong>in</strong>g geo-datasources us<strong>in</strong>g standardised web-services for the geo-dataexchange. Figure 5 shows a prototype of the 3D-viewer,which conta<strong>in</strong>s navigation elements (pan / zoom / rotate)as well as an overview map and additional <strong>in</strong><strong>format</strong>ionbuttons (Almer et al., 2004).INTERACTIVE MULTIMEDIA EVENTSOne of the NNR project goals is to build a simple andflexible portal component which: provides organiz<strong>in</strong>gand conduct<strong>in</strong>g of multimedia events where participantsare allocated remotely; uses Internet as a tool via userfriendly NNR portal <strong>in</strong>terface; uses <strong>in</strong>expensive andwidespread hardware and software components.A multimedia event allows <strong>in</strong>dividuals or groups tomeet face-to-face <strong>in</strong> real time to <strong>in</strong>teract andAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200639


communicate via portal us<strong>in</strong>g video, audio, and text. Thefollow<strong>in</strong>g multimedia events are proposed: lecture –teacher is giv<strong>in</strong>g knowledge to students; round table – allactive participants are equal; moderated discussion –moderator is supervis<strong>in</strong>g the discussion.Not to limit the number of multimedia eventparticipants, only a part of speakers are showncont<strong>in</strong>uously but others speak one at a time when theyare entitled to. Those from the audience who want to takean active part <strong>in</strong> multimedia event should be equippedwith hardware and software means for audio/videostream creation and transmission. In all cases there maybe need to show documents. Sometimes it may be done<strong>in</strong> the same w<strong>in</strong>dow show<strong>in</strong>g the speaker, sometimes –for convenience/better quality/or some other reason – itmay be done <strong>in</strong> a special document panel show<strong>in</strong>gpicture from a separate video stream. Technicalcoord<strong>in</strong>ator who supports the event while it runs preparesall multimedia events.The presentation on this device (see the Figure 6)<strong>in</strong>cludes the follow<strong>in</strong>g <strong>in</strong><strong>format</strong>ion levels andfunctionalities:• General <strong>in</strong><strong>format</strong>ion about e-learn<strong>in</strong>g scenarios(multimedia data); display of different types ofmaps;• Visualisation of objects on the map and their details<strong>in</strong>clud<strong>in</strong>g multimedia content, such as pictures,movies and sounds;• Display lists of objects with filter-capabilities;visualisation of the current GPS-position if availableand display objects with<strong>in</strong> a user-def<strong>in</strong>ed distance.Data acquisition is realised by the follow<strong>in</strong>gfunctionalities:• Record tracks and po<strong>in</strong>ts via GPS while be<strong>in</strong>g <strong>in</strong> thefield and l<strong>in</strong>k<strong>in</strong>g of photos or voice notes recordedwith the PDA to those objects;• Keep<strong>in</strong>g a digital, location aware, personal diary ofyour trip.MOBILE APPLICATIONSThe mobile applications are developed for a PDArunn<strong>in</strong>g “Microsoft Pocket PC 2003”, or higher, <strong>in</strong>comb<strong>in</strong>ation with a GPS functionality (Almer et al.2003). This device fits well for the presentation of e-learn<strong>in</strong>g content and for the presentation of spatial data.Cartographic and object data can be added offl<strong>in</strong>e to thePDA or can be <strong>in</strong>stalled by download<strong>in</strong>g packages fromthe Internet. These packages can be configured onl<strong>in</strong>e,giv<strong>in</strong>g the user the chance to def<strong>in</strong>e which maps, regionsand types of object data he wants to download,depend<strong>in</strong>g on his needs, bandwidth, and available storagespace on his PDA. The functionalities of the mobileapplications can be divided <strong>in</strong>to the presentation- and thedata acquisition-part.CONCLUSIONSThis paper described the general objectives of theNNR project. These are the provision of a web portal forthe improvement of knowledge and the provision ofeducation concern<strong>in</strong>g all aspects of Susta<strong>in</strong>ableDevelopment. The project will further develop anddemonstrate prototype technology and educationalprogrammes towards implement<strong>in</strong>g the European Union'sStrategy for Susta<strong>in</strong>able Development.ACKNOWLEDGEMENTThe presented activity is supported by the 6 thFramework Program Specific Target Research ProjectSUSTDEV-2004-3.VIII.2.e 004074 NaturNet-Redime“New Education and Decision Support Model for ActiveBehaviour <strong>in</strong> Susta<strong>in</strong>able Development Based onInnovative Web Services and Qualitative Reason<strong>in</strong>g”.REFERENCESAlmer A., Schnabel T., Schardt M., Stelzl H. 2004. Real-Time Visualization of Geo-In<strong>format</strong>ion Focus<strong>in</strong>g onTourism Applications. ISPRS WG V/6 - Visualizationand Animation. 18-20 November 2004, Pitsanulok,Thailand.Figure 6. PDA use for navigation and spatial datavisualisation.Almer A., Luley P., Nischelwitzer A. 2003. LocationBased Tourism In<strong>format</strong>ion <strong>Systems</strong> on MobileMultimedia Devices. GNSS2003 Global NavigationSatellite System – Graz, 22-25.04.2003.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200640


MOBILE TECHNOLOGIES USE IN SERVICES DEVELOPMENT AND TRAINING IN LOGISTICSINFORMATION SYSTEMSEberhard Bluemel 1 , Egils G<strong>in</strong>ters 2 , Atis Kapenieks 3 , Leonid Novitsky 4 , Ilmars Slaid<strong>in</strong>s 31 Fraunhofer Institute for Factory Operation and Automation, Magdeburg, GermanyE-mail: eberhard.bluemel@iff.fraunhofer.de2 Vidzeme University College, Valmiera, LatviaE-mail: egils.g<strong>in</strong>ters@va.lv3 Riga Technical University, Distance Education Centre, Riga, LatviaE-mail: desc@rsf.rtu.lv4 Riga Technical University, Division of Applied <strong>Systems</strong> Software, Riga, LatviaE-mail: idc@balva.lvKEYWORDSLogistics In<strong>format</strong>ion <strong>Systems</strong>, e-learn<strong>in</strong>g, m-consultation, m-Work, mobile technologies.ABSTRACTThe rapid development of the modern knowledgebasedeconomy determ<strong>in</strong>es the use of advanced<strong>in</strong><strong>format</strong>ion process<strong>in</strong>g and control systems, which havegreat impact on quality of provided logistics andtransportation services. Quick changes of In<strong>format</strong>ion &Communication Technologies and Electronics (ICTE)ask for reduc<strong>in</strong>g the tra<strong>in</strong><strong>in</strong>g time and regular upgrade ofknowledge and skills.The LOGIS projects set started <strong>in</strong> 2000 was aimed tosolv<strong>in</strong>g the problems mentioned above provid<strong>in</strong>g e-learn<strong>in</strong>g and m-consultation possibilities us<strong>in</strong>g Webbasedsolutions and cellular GSM/UMTS networks.The eLogmar-M project started <strong>in</strong> 2004 was parallel<strong>in</strong>troduction of ga<strong>in</strong>ed experience <strong>in</strong> servicesdevelopment based on mobile technologies use, but newEU funded projectVPD1/ERAF/CFLA/05/APK/2.5.1/000078/038PUMPURS is aimed to generaliz<strong>in</strong>g the knowledge ofdifferent areas obta<strong>in</strong>ed before and elaboration therecommendations for mobile technologies use <strong>in</strong> learn<strong>in</strong>gand tra<strong>in</strong><strong>in</strong>g development.achievements of ICTE <strong>in</strong> transportation systems. Tak<strong>in</strong>gthese factors <strong>in</strong>to, it was decided to launch the first stepLeonardo da V<strong>in</strong>ci project LOGIS LV-PP-138.003(2000-2002) “Long-distance tutorial network <strong>in</strong>“Logistics In<strong>format</strong>ion <strong>Systems</strong>” based on WEBtechnologies” (G<strong>in</strong>ters and Krecere 2003) and work outlectures, and tra<strong>in</strong><strong>in</strong>g course on Logistics In<strong>format</strong>ion<strong>Systems</strong> pr<strong>in</strong>ted and e-learn<strong>in</strong>g form (seehttp://www.teachsys.com or http://www.logis-edu.com).However, technology pressure is very high, and it asksfor regular retra<strong>in</strong><strong>in</strong>g of specialists.The 2001 Annual Report of the European Foundationfor the Improvement of Liv<strong>in</strong>g and Work<strong>in</strong>g Conditions<strong>in</strong>dicated that more than 2 <strong>in</strong> 5 workers said that they donot have enough time to do their job. In reality, thismeans that they also do not have enough time to upgradetheir knowledge <strong>in</strong> the traditional way – <strong>in</strong> the classroom.Typical e-learn<strong>in</strong>g forms solve this problem onlypartially because is not a big difference to read the bookor to study this material <strong>in</strong> electronic form with orwithout Internet access. Therefore, to reduce tra<strong>in</strong><strong>in</strong>gtime the Vocational Education Tra<strong>in</strong><strong>in</strong>g (VET) methodsmust be modified. It was the ma<strong>in</strong> task of the next stepLeonardo da V<strong>in</strong>ci project LOGIS MOBILELV/04/B/F/PP-172.001 “Competence Framework forMobile On-site Accelerated Vocational Tra<strong>in</strong><strong>in</strong>g <strong>in</strong>Logistics In<strong>format</strong>ion <strong>Systems</strong>” aimed to <strong>in</strong>troduction ofm-tra<strong>in</strong><strong>in</strong>g and m-consultation forms based on mobilecommunications.INTRODUCTIONThe experience acquired dur<strong>in</strong>g previous projects:INCO Copernicus Programme AMCAI 0312 (1994-1997) and DAMAC-HP PL976012 (1998-2000)approved lack of <strong>in</strong>terdiscipl<strong>in</strong>ary knowledge of logisticsmanagers and data process<strong>in</strong>g systems adm<strong>in</strong>istrators.Only some logistics managers demonstrated enoughICTE skills. Otherwise, data process<strong>in</strong>g networkadm<strong>in</strong>istrators often were <strong>in</strong>competent <strong>in</strong> logisticsprocesses. This affects the <strong>in</strong>troduction of modernFIRST STAGE IN LOGIS DEVELOPMENT – E-LEARNINGWith<strong>in</strong> the framework of the Leonardo da V<strong>in</strong>ciprogramme project LOGIS LV-PP-138.003 (2000-2002)(G<strong>in</strong>ters and Krecere 2003) that <strong>in</strong>volves experiences ofboth universities and transit companies the task how toprepare specialists for solv<strong>in</strong>g problems <strong>in</strong> analysis,design, and exploitation of logistics <strong>in</strong><strong>format</strong>ionprocess<strong>in</strong>g systems was explored.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200641


In order to accomplish the project work packagesCFLI (Italy), University of Genoa (Italy), the Universityof Technology of Delft (The Netherlands), L<strong>in</strong>köp<strong>in</strong>gUniversity (Sweden), Latvian Intelligent <strong>Systems</strong>, Ltd.,Latvian Transport Development and EducationAssociation (LATDEA), Riga Technical University(Latvia), Ventspils College (Latvia) and VentspilsFreeport Authority (Latvia) were <strong>in</strong>vited.All project participants were divided <strong>in</strong>to two ma<strong>in</strong>groups. The first work<strong>in</strong>g group <strong>in</strong>cluded specialists,which regarded logistics as technical system from ICTEpo<strong>in</strong>t of view – “Technicians”. The second groupunderstood the logistics system more from the viewpo<strong>in</strong>tof bus<strong>in</strong>ess processes – “Bus<strong>in</strong>essman’s” (see Figure 1).Figure 1. Structure of the LOGIS project framework.Each work<strong>in</strong>g group contributed to the project results,as well as evaluated other work<strong>in</strong>g group’s results. It wasthe only way, how to reach cooperation betweenspecialists who comprehend the same question different.On the other hand, professional association LATDEAand logistics consortium CFLI evaluated socialimportance of the results and <strong>in</strong>fluence to the branchoverall. As the project was <strong>in</strong>terest<strong>in</strong>g, external (silent)partners from Otto-von-Guericke University Magdeburg(Germany) and Vidzeme University College (Latvia)jo<strong>in</strong>ed the work<strong>in</strong>g group and greatly contributed to theprovid<strong>in</strong>g of the project additional value.The programme of the tra<strong>in</strong><strong>in</strong>g course:• Involved overall pr<strong>in</strong>ciples of architecturalanalysis and design of logistics <strong>in</strong><strong>format</strong>ionprocess<strong>in</strong>g systems;• Provided <strong>in</strong>sight <strong>in</strong>to description of physicalstructure of a goal system, emphasiz<strong>in</strong>gcommon features and differences of software, aswell as hardware elements and topology variety;• Described possibilities of the Internettechnologies and e-commerce techniques usedto improve the quality of bus<strong>in</strong>ess processes;• Exam<strong>in</strong>ed modern simulation means, <strong>in</strong>clud<strong>in</strong>guse of different techniques <strong>in</strong> LogisticsIn<strong>format</strong>ion <strong>Systems</strong> research;• Analysed use of Global Position<strong>in</strong>g <strong>Systems</strong>(GPS) and Geographical In<strong>format</strong>ion <strong>Systems</strong>(GIS) to control transportation fleet;• Presented examples of exist<strong>in</strong>g LogisticsIn<strong>format</strong>ion <strong>Systems</strong> and elements.Besides development of the lectures course, laboratoryassignments and e-learn<strong>in</strong>g material were created.In order to ensure successful dissem<strong>in</strong>ation andimprovement of the prepared material, convenient e-Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200642


learn<strong>in</strong>g environment (Learn<strong>in</strong>g Management System(LMS)) was necessary:LMS = R, K , K(R).The follow<strong>in</strong>g requirements ( R)were laid down for it:• Automated course generation and e-learn<strong>in</strong>gmaterial preparation possibilities;• Textual and multimedia content;• Customers self-registration and data protection;• Tests generation;• Test questions databases set generation;• Cross l<strong>in</strong>k<strong>in</strong>g of databases;• Automated multi-session exam<strong>in</strong>ation;• Remote Web content management;• Variable search options and reports generation;• Multi-course management.Each selected LMS was evaluated by the follow<strong>in</strong>gcriteria ( K ):• Belong<strong>in</strong>g to the open source and freewaresolutions;• Convenient ma<strong>in</strong>tenance;• Affordable price.Unfortunately, it should be po<strong>in</strong>ted out that not onlyfive years ago, but also now, it would not be easy to f<strong>in</strong>dsuitable LMS (EduTools 2006), which would conform tothe abovementioned requirements. Therefore, thepartners elaborated their own cost-effective LMS (seehttp://www.teachsys.com) allow<strong>in</strong>g to save money and<strong>in</strong>troduce necessary modifications <strong>in</strong> short time limits.DM of LMS TeachSys isbased on relationships of five data sets (see Figure 2):Datalogical model ( )DM = LM , Questions,C DB , Test,Exam, whereLMcourses;QuestionsCDBcourses;TestExam- e-learn<strong>in</strong>g material of different- total set of test questions;- test questions data bases of different- test questions data sets;- exam<strong>in</strong>ation questions sets.Figure 2. Datalogical model of LMS TeachSys.It is possible to consider that:TestU Jn ∨ Examl⊂j =1CDB j⊂ QuestionsIn order to check the knowledge the total test questionsset Questions is used. Us<strong>in</strong>g Questions ispossible to generate the separate test questions databasesC of different tra<strong>in</strong><strong>in</strong>g courses. The relationshipsDB jAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200643


exist<strong>in</strong>g ensure questions exchange among thesedatabases. Us<strong>in</strong>gquestions setCby e-learn<strong>in</strong>g participants.DB is possible to generate the testjTest n , which are permanently accessibleExamOtherwise, exam<strong>in</strong>ation questions set l isgenerated only to exam<strong>in</strong>ation time and are accessibleonly for authorized audience dur<strong>in</strong>g the exam<strong>in</strong>ationsession.Figure 3. LMS TeachSys layout.The layout (see Figure 3) of LMS TeachSys isforeseeable and unpretentious. Any step of exam<strong>in</strong>ationthe student sees the time rema<strong>in</strong><strong>in</strong>g. The system ensuresgather<strong>in</strong>g the test<strong>in</strong>g and exam<strong>in</strong>ation results for manyshots, allow<strong>in</strong>g observ<strong>in</strong>g of the applicant’s knowledgedevelop<strong>in</strong>g.It was the first step of e-learn<strong>in</strong>g tools development fortra<strong>in</strong><strong>in</strong>g on Logistics In<strong>format</strong>ion <strong>Systems</strong> (see Figure 4).Figure 4. Substantial <strong>in</strong>novation – first step <strong>in</strong> LOGIS project development.Dur<strong>in</strong>g the first step the content development wereimplemented and Web-based environment for learn<strong>in</strong>gmanagement were created. The practice affirm thetopicality of the direction selected, because if six yearsAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200644


ago only some curricula on Logistics In<strong>format</strong>ion<strong>Systems</strong> could be found then today more than onehundred different tra<strong>in</strong><strong>in</strong>g and learn<strong>in</strong>g activities arerelated with this direction.LMS customer’s database shows that dur<strong>in</strong>g last threeyears more than 6500 users were attended the tra<strong>in</strong><strong>in</strong>gWeb site. Now the project results are dissem<strong>in</strong>ated tomore than 25 countries of the world.MOBILE M-CONSULTATION – BASEMENT FORSECOND STAGE E-LEARNINGQuick and rapid changes <strong>in</strong> technologies are typicalfor develop<strong>in</strong>g knowledge society. Mostly these changesare related with <strong>in</strong>troduction of the latest achievements ofICTE. Important changes <strong>in</strong> mobile and wirelesstelecommunication technologies reduce service costs andexpand the coverage of cellular networks. It givenpossibilities to apply Personal Digital Assistants (PDA)or Pocket PC <strong>in</strong> m-tra<strong>in</strong><strong>in</strong>g. However, application area islimited due to screen size. Therefore, PDA would bedifficult to use <strong>in</strong> situations with big amount of the studymaterials. However, mobile term<strong>in</strong>al or PDA can besuccessfully used for <strong>in</strong><strong>format</strong>ion update needs.The functionality of the mobile phones dur<strong>in</strong>g lastyears becomes similar to computer. Today only twoobstacles restrict convenient use of mobile phones foreducational needs. These are limited screen size anddeficient capacity of batteries, which are valid for typicalphone functions, but unsuitable for complete handheldcomputer and GPS receiver functions transfer to cellularphone ma<strong>in</strong>ta<strong>in</strong><strong>in</strong>g the same level of comfort andefficiency of costs. However, it is the question of closefuture, therefore at the second stage of e-learn<strong>in</strong>gdevelopment on Logistics In<strong>format</strong>ion <strong>Systems</strong> themobile cellular technologies have been <strong>in</strong>troduced.Figure 5. Comb<strong>in</strong>ed VET - e-learn<strong>in</strong>g with m-consultation.The LOGIS MOBILE LV/04/B/F/PP-172.001“Competence Framework for Mobile On-siteAccelerated Vocational Tra<strong>in</strong><strong>in</strong>g <strong>in</strong> Logistics In<strong>format</strong>ion<strong>Systems</strong>” project jo<strong>in</strong><strong>in</strong>g participants, who com<strong>in</strong>g fromLatvian Intelligent <strong>Systems</strong>, Fraunhofer-Institute forFactory Operation and Automation (Germany), Otto-von-Guericke University of Magdeburg (Germany),Autonomous University of Barcelona (Spa<strong>in</strong>),Polytechnical University of Catalonia (Spa<strong>in</strong>), MettleGroup (France), Klaipeda University (Lithuania), JSCVentamonjaks (Latvia), IDC In<strong>format</strong>ion Technologies(Latvia), Latvian National Association of FreightForwarders, Riga Technical University (Latvia) andWarsaw University of Technology (Poland). Dur<strong>in</strong>g theproject time, it was decided to change tra<strong>in</strong><strong>in</strong>g methodsfundamentally, replac<strong>in</strong>g classic e-learn<strong>in</strong>g with m-consultation and reduc<strong>in</strong>g amount of the study material(see Figure 5).Instead of comprehensive lectures and tra<strong>in</strong><strong>in</strong>g book itwas decided to prepare as compact as possible concisetra<strong>in</strong><strong>in</strong>g dictionary <strong>in</strong> Logistics In<strong>format</strong>ion <strong>Systems</strong>. TheAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200645


dictionary was composed <strong>in</strong> wide spoken Europeanlanguages – English, German, French, and Spanish. Morethan 600 terms most frequently used <strong>in</strong> LogisticsIn<strong>format</strong>ion <strong>Systems</strong> were <strong>in</strong>volved <strong>in</strong> the dictionary.The all def<strong>in</strong>itions were shared among seven categories:• Data process<strong>in</strong>g technologies;• e-Bus<strong>in</strong>ess applications;• In<strong>format</strong>ion exchange and security;• Legislation;• Logistics and Logistics In<strong>format</strong>ion <strong>Systems</strong>;• Transportation;• Warehous<strong>in</strong>g and Enterprise management.The aim of the authors was not explanation thelogistics and transportation def<strong>in</strong>itions already <strong>in</strong>volved<strong>in</strong> dictionaries assembled by professional associations.Their task was to select and expla<strong>in</strong> the terms related toICTE and the same time to logistics and transportation. Itmeans to describe the set of specific ICTE terms thatappear dur<strong>in</strong>g <strong>in</strong>troduction and exploit<strong>in</strong>g of complexlogistics and transportation systems.The design<strong>in</strong>g of reference material was based onexploitation of the <strong>in</strong><strong>format</strong>ion gathered dur<strong>in</strong>g the firststep project, review<strong>in</strong>g exist<strong>in</strong>g dictionaries provided byprofessional associations and brows<strong>in</strong>g the Internetresources us<strong>in</strong>g search eng<strong>in</strong>es.The def<strong>in</strong>itions set <strong>in</strong>volved <strong>in</strong>to dictionary wasdeterm<strong>in</strong>ed by <strong>in</strong>tegral criterion. Only def<strong>in</strong>itions givenhighest rate were added.The total set of def<strong>in</strong>itions <strong>in</strong>volved <strong>in</strong>to dictionary isU N GRGR= KD , where KD is the setGR=1KDof terms belong<strong>in</strong>g to the category GR , but N is totalamount of the categories, andMGRGRGRKD = U KDi, where KDiis thei =1GRterm belong<strong>in</strong>g to the set of terms KD . If wesuppose that total amount of references for this termacquired from search eng<strong>in</strong>es GR , but weight ofKDiGRthe category GR determ<strong>in</strong>ed by experts is W ,then KDi GR ∈ KD , if it has⎛GR ⎞max I × W⎜⎝KDGR. The total amount of thei⎟⎠terms <strong>in</strong>cluded <strong>in</strong> concise tra<strong>in</strong><strong>in</strong>g dictionary is equal toN × M .Each def<strong>in</strong>ition (see Figure 6) is comb<strong>in</strong>ed withcheck<strong>in</strong>g question. Answer<strong>in</strong>g on the question theapplicant can check his knowledge more detailedIFigure 6. Web-based layout of the dictionary.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200646


The Web-based version can be accessed onhttp://www.logis-edu.com us<strong>in</strong>g typical browsers likeMS Explorer, Opera, FireFox etc. Access to mySQLdatabase is implemented on PHP. Any wired or wirelessTCP/IP user pass<strong>in</strong>g self-registration should have accessto e-learn<strong>in</strong>g material and the same time to the dictionarylocated on the Web site free of charge (see Figure 7).Figure 7. m-consultation platform on the LOGIS MOBILE network.Mobile cellular network platform also supportWAP/WML on http://www.logis-edu.com/wap. Anytime the user can access dictionary hav<strong>in</strong>g cellular phonewith built-<strong>in</strong> WAP support. Limited screen size andthroughput of GPRS channel, which is sensitive todistance from retranslation units and obstacles,determ<strong>in</strong>es m<strong>in</strong>imal set of functions (see Figure 8).Figure 8. WAP access of the Dictionary from mobile phone.Therefore, only basic regime for <strong>in</strong><strong>format</strong>ion Searchby exact phrase anywhere <strong>in</strong> the Dictionary’s database isused. Of course, that is possible <strong>in</strong> the same languages as<strong>in</strong> the Web version.After f<strong>in</strong>d<strong>in</strong>g the explanation of the term is possible tocheck obta<strong>in</strong>ed knowledge answer<strong>in</strong>g on Check<strong>in</strong>gquestion (see Figure 9), which is related to the contentarea covered by mentioned def<strong>in</strong>ition. The user mostlymust select the answer among three possible variants. Ifthe answer is right then user receives confirmation aboutthat.Such approach ensures m-consultation possibilitiesout of classrooms and out of the Internet withoutcomputer access. In such a way comb<strong>in</strong>ed learn<strong>in</strong>g: e-learn<strong>in</strong>g plus m-consultation is proposed.e-Learn<strong>in</strong>g and m-Consult<strong>in</strong>g system on LogisticsIn<strong>format</strong>ion <strong>Systems</strong> of LOGIS MOBILE project now isa part of <strong>in</strong><strong>format</strong>ion resources of Baltic Sub-RegionalAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200647


Competence Centre for promot<strong>in</strong>g and support<strong>in</strong>g thedistribution of research knowledge and advanced ITsolutions<strong>in</strong> the field of maritime applications establisheddur<strong>in</strong>g 5 th Framework IST project Baltports-IT No.33030“Simulation and IT-solutions: Applications <strong>in</strong> the BalticPorts` Areas of the Newly Associated States” (Bluemel etal. 2003). Today the collaboration with adjacent projectscont<strong>in</strong>ues to obta<strong>in</strong> and adapt the latest knowledge <strong>in</strong>Logistics In<strong>format</strong>ion <strong>Systems</strong> provided for vocationaltra<strong>in</strong><strong>in</strong>g needs.Figure 9. Knowledge check<strong>in</strong>g us<strong>in</strong>g WAP access to the Dictionary.DEMONSTRATOR FOR LOGISTICSOPERATIONS OPTIMISATION – ORIGIN OF M-WORK ENVIRONMENTMaritime transport is a rather fragmented sector witha significant number of different players <strong>in</strong>volved(Bluemel et. al. 2006). Dur<strong>in</strong>g recent years, substantialefforts have been made to overcome this fragmentedstructure and to build an <strong>in</strong>tegrated <strong>in</strong><strong>format</strong>ion system,which can improve logistics services for differentpartners along the selected maritime freight route(owners of cargo, buyers, shipp<strong>in</strong>g l<strong>in</strong>es, term<strong>in</strong>aloperators, freight brokers etc.).Although some of the companies operat<strong>in</strong>g along theselected freight route are competitors, the advantages thatco-operation and <strong>in</strong><strong>format</strong>ion exchange could br<strong>in</strong>g realbenefits for different target groups are evident.Figure 10. Demonstrator of the collaborative work environment.Therefore major goal of the 6th Framework ISTproject eLogmar-M No.511285 “Web-based and MobileSolutions for Collaborative Work Environment withLogistics and Maritime Applications” was to create aAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200648


Web-portal, which <strong>in</strong>corporates different partnersoperat<strong>in</strong>g along the freight route Europe – Ch<strong>in</strong>a giv<strong>in</strong>gthem <strong>in</strong><strong>format</strong>ion support to achieve optimal rules andcosts for cargo consignment.The conta<strong>in</strong>er transport route from Shanghai,Shenzhen (Ch<strong>in</strong>a) to the Baltic Sea region (Tall<strong>in</strong>n) wasselected to design, develop and test the use of Internetbased collaborative work environment for mobile users(see Figure 10).The mobile access is demonstrated by the use of PDAand provides practically the same set of functions as <strong>in</strong>Web portal (http://www.balticit.com/elogmar-m) andsimilar demonstration scenario (V<strong>in</strong>ichenko et. al. 2006).There is only simplified way of <strong>in</strong><strong>format</strong>ion presentationon a screen and some changes <strong>in</strong> <strong>in</strong><strong>format</strong>ionpresentation. Data connector is <strong>in</strong>tegrated <strong>in</strong> the Webportal for PDA. This option allows achiev<strong>in</strong>g lightmodification of the system when migration from mySQLto other data store platform is necessary.Such a demonstrator can be used for logistics servicesoptimisation and the same time for tra<strong>in</strong><strong>in</strong>g the logisticsmanagers.STEP-BY-STEP OF MOBILE TECHNOLOGIESUSE FOR M-WORK ENVIRONMENTDEVELOPMENTThe first step <strong>in</strong> modern VET technologies developmentis LMS deployment on the Internet, which is typical forbeg<strong>in</strong>n<strong>in</strong>g of XXI century. Imag<strong>in</strong>g on the screen the<strong>in</strong><strong>format</strong>ion stored <strong>in</strong> databases changes read<strong>in</strong>g thelectures and tra<strong>in</strong><strong>in</strong>g books. Sometimes the material issupplemented with audio and video clips improv<strong>in</strong>gperceptibility of the <strong>in</strong><strong>format</strong>ion. The features mentionedabove characterize typical e-learn<strong>in</strong>g system (see Figure11).Figure 11. Tra<strong>in</strong><strong>in</strong>g technologies development.(Images have taken from HEA Akademie 2006, People 2006, Home Toys Review 2004, MATRIS 2004).Development of mobile and wireless technologiesallows mobile phone and PDA use <strong>in</strong> tra<strong>in</strong><strong>in</strong>g processes.The total amount of visible <strong>in</strong><strong>format</strong>ion is low due tolimited screen size. Therefore, visualisation of completetra<strong>in</strong><strong>in</strong>g material is problematic, but knowledgerefresh<strong>in</strong>g and some new skills development is possible.Such a process can be considered as m-tra<strong>in</strong><strong>in</strong>g.Technology changes <strong>in</strong> some <strong>in</strong>dustries are very rapid.New terms appear<strong>in</strong>g, which explanation sometimes iscritical for employee, for <strong>in</strong>stance <strong>in</strong> IntelligentTransportation <strong>Systems</strong>. Us<strong>in</strong>g advantages provided byGSM (TDMA) mobile cellular network solutions BasicGSM/HSCSD/GPRS/EDGE is possible to organize onl<strong>in</strong>ecommunications with an applicant <strong>in</strong> m-consultationregime. Especially successful would be use of comb<strong>in</strong>ede-learn<strong>in</strong>g/m-tra<strong>in</strong><strong>in</strong>g/m-consultation solution.Previous considerations allow forecast<strong>in</strong>g possibleways of tra<strong>in</strong><strong>in</strong>g technologies development. It is possiblethat <strong>in</strong> some branches long-time studies will be reducedgiv<strong>in</strong>g to employee only general knowledge. If thespecial operations implementation will be necessary, thenwearable computers operat<strong>in</strong>g <strong>in</strong> wireless and/or UMTS(CDMA) network and connected to the regional Learn<strong>in</strong>gCentre will be used. Dur<strong>in</strong>g the session, the employeewill receive on-l<strong>in</strong>e step-by-step <strong>in</strong>struction from virtualand augmented reality solutions knowledgebase abouthow to implement given operation. It means thatAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200649


employee often will develop their skills dur<strong>in</strong>g real m-Work session.The PUMPURS project No.VPD1/ERAF/CFLA/05/APK/2.5.1/000078/038 is aimed to gather<strong>in</strong>g the<strong>in</strong><strong>format</strong>ion about possible solutions of mobiletechnologies use <strong>in</strong> education and elaboration therecommendations for e-learn<strong>in</strong>g development.CONCLUSIONSRapid changes of ICTE technologies <strong>in</strong> knowledgesociety cause pressure on regularity of the knowledgerenewal <strong>in</strong> areas with high technologies impact, butspecialists have more and more less time for tra<strong>in</strong><strong>in</strong>g dueto job <strong>in</strong>tensity grow<strong>in</strong>g.Especially important and useful are <strong>in</strong>terdiscipl<strong>in</strong>aryknowledge promot<strong>in</strong>g easier <strong>in</strong>troduction of complexmanagement and control systems with high technologiesdom<strong>in</strong>ance.Classical e-learn<strong>in</strong>g is time consum<strong>in</strong>g, but advancede-learn<strong>in</strong>g is not cost effective.To <strong>in</strong>tensify learn<strong>in</strong>g the VET methods must bechanged mov<strong>in</strong>g accents from e-learn<strong>in</strong>g to m-consultation us<strong>in</strong>g mobile cellular technologies.Mobile solutions are direction of communicationtechnologies with highest <strong>in</strong>dex of developmentprovid<strong>in</strong>g new possibilities for VET enhancement.Comb<strong>in</strong>ation of wireless and UMTS technologieswith virtual and augmented reality solutions will be thenext step <strong>in</strong> m-Work environment development.Network<strong>in</strong>g of the research and academic projects isone of efficient ways for gather<strong>in</strong>g, <strong>in</strong>troduction, andma<strong>in</strong>tenance the latest knowledge of different fields.ACKNOWLEDGEMENTThe presented article is supported by the PUMPURSproject No.VPD1/ERAF/CFLA/05/APK/2.5.1/000078/038 and partially funded by the European RegionalDevelopment Fund (ERDF). Many thanks to adjacentprojects LOGIS MOBILE and eLOGMAR-M forcooperation and worthwhile advises.REFERENCESG<strong>in</strong>ters, E., and L. Krecere. 2003. LOGIS Network forKnowledge Dissem<strong>in</strong>ation <strong>in</strong> Logistics In<strong>format</strong>ion<strong>Systems</strong>. HMS 2003. ISBN 9984-32-547-4. Riga, Latvia,September 8-20, 251-255.EduTools. 2006. Course Management <strong>Systems</strong>.Available onl<strong>in</strong>e via [accessed<strong>in</strong> October 10, 2006].Bluemel, E. et al. 2003. Applications of Simulation andIT-solutions <strong>in</strong> the Baltic Port Areas of the AssociatedCandidate Countries. ISBN 9984-30-057-9, Riga: JUMI.Bluemel, E., L. Novickis and S. Strassburger. 2006.eLOGMAR-M Project: IT Solutions for CollaborativeWork Environment with Logistics and MaritimeApplications. In: Scientific <strong>Proceed<strong>in</strong>gs</strong> of the ProjecteLOGMAR-M “IT&T Solutions <strong>in</strong> Logistics andMaritime Applications”. /Edited by E. Bluemel, S.Strassburger and L. Novitsky. ISBN 9984-30-119-2,Riga: JUMI, 9-12.V<strong>in</strong>ichenko, S., L. Novickis, D. Smirnov, K. Staniulisand W. Birskis. 2006. Demonstration Scenarios of Web-Portal with Maritime and Transport LogisticsApplications. In: Scientific <strong>Proceed<strong>in</strong>gs</strong> of the ProjecteLOGMAR-M “IT&T Solutions <strong>in</strong> Logistics andMaritime Applications”. /Edited by E. Bluemel, S.Strassburger and L. Novitsky. ISBN 9984-30-119-2,Riga: JUMI, 51-62.HEA Akademie, 2006. Available onl<strong>in</strong>e via [accessed <strong>in</strong>October 11, 2006].People, 2006. Available onl<strong>in</strong>e via[accessed <strong>in</strong> October 11, 2006].Home Toys Review, 2004. Available onl<strong>in</strong>e via [accessed <strong>in</strong> October 11, 2006].MATRIS, 2004. Available onl<strong>in</strong>e via < http://www.istmatris.org> [accessed <strong>in</strong> October 11, 2006].BIOGRAPHYEberhard Bluemel is the Head of the Division VirtualDevelopment and Tra<strong>in</strong><strong>in</strong>g at the Fraunhofer Institute <strong>in</strong>Magdeburg, Germany. He holds a Ph.D. <strong>in</strong> naturalscience from the School of Mathematics and NaturalSciences Technical University Magdeburg <strong>in</strong> 1985. Hisresearch fields <strong>in</strong>clude discrete optimization, operationsresearch, logistics, simulation, and virtual reality. He isthe project coord<strong>in</strong>ator of several nationally and ECfunded projects of applied research <strong>in</strong> the IT area.Egils G<strong>in</strong>ters is Professor of In<strong>format</strong>ion Technologies<strong>in</strong> IT Department of the Vidzeme University CollegeLatvia and Vice-Rector for Science and Research. Heholds Dr. Sc. Ing. <strong>in</strong> 1996. He is a member of Institute ofElectrical and Electronics Eng<strong>in</strong>eers (IEEE), EuropeanSocial Simulation Association (ESSA) and LatvianSimulation Society.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200650


DO INTELLIGENT OBJECTS AUTOMATICALLY LEAD TO INTELLIGENT LOGISTICS PROCESSES?Gaby NeumannOtto-von-Guericke University of MagdeburgP.O. Box 4120, D-39016 Magdeburg, GermanyE-mail: Gaby.Neumann@mb.uni-magdeburg.deKEYWORDSLogistics, logistics processes, <strong>in</strong>telligent logisticsobjects, identification technology, RFID.ABSTRACTRadio Frequency Identification (RFID) technology isone of the key drivers for changes <strong>in</strong> logistics. Attach<strong>in</strong>g<strong>in</strong><strong>format</strong>ion directly to an object allows th<strong>in</strong>k<strong>in</strong>g aboutautonomous processes and decentralized architectures ofprocess control <strong>in</strong> logistics systems and supply cha<strong>in</strong>s.But apart from the various needs for technologicalimprovements, standardization of <strong>in</strong><strong>format</strong>ion and dataexchange, or cost reduction with transponders andreaders, it is also necessary to discuss about the impact ofthose technological opportunities on the design andperformance of logistics processes.The paper addresses questions on what does process<strong>in</strong>telligence of logistics objects mean, how much of<strong>in</strong>telligence an object could have, and how processcontrol and management for those <strong>in</strong>telligent objectsmight look like. A variety of approaches to answer thesequestions from current research <strong>in</strong> the field but also fromother discipl<strong>in</strong>es like manufactur<strong>in</strong>g design or networkanalysis is <strong>in</strong>troduced and discussed with regard to theirapplicability.Conclusions are drawn on modifications <strong>in</strong> logisticsprocess structur<strong>in</strong>g and management, but also on chancesand limitations the application of RFID <strong>in</strong> logistics andsupply cha<strong>in</strong> management might have.RFID – DRIVER FOR CHANGES IN LOGISTICSIn the last three decades logistics has changed itsfocus from the previously functionally orientedperspective on logistics operations for bridg<strong>in</strong>g space andtime to the today’s management-oriented concept of aneconomic, holistic design of all object flows <strong>in</strong> processcha<strong>in</strong>s and supply networks.This development has always also been <strong>in</strong>itiated andenabled by the technological progress <strong>in</strong> material flow,automation and control technologies, or <strong>in</strong><strong>format</strong>ion andcommunication technologies. New technologicalopportunities did not only lead to local improvementsand <strong>in</strong>creased efficiency <strong>in</strong> particular logistics operations,but even more to new k<strong>in</strong>ds of logistics processescharacterized by a grow<strong>in</strong>g level of <strong>in</strong>tegration ofmaterial and <strong>in</strong><strong>format</strong>ion flows as well as fundamentallychanged bus<strong>in</strong>ess processes, too.The cha<strong>in</strong> of drivers towards these changes hasrecently extended by Radio Frequency Identification(RFID) technology.RFID has already found a number of application areas<strong>in</strong> logistics. Directly attach<strong>in</strong>g <strong>in</strong><strong>format</strong>ion to articles, forexample, allows build<strong>in</strong>g of complex systems for qualityassurance and manufactur<strong>in</strong>g control as they alreadyhave been applied <strong>in</strong> automotive <strong>in</strong>dustries for manyyears. To support Kanban processes <strong>in</strong> productionmodern RFID systems <strong>in</strong> the UHF range (865 to 868MHz) are used. The tags attached to Kanban boxes areautomatically read; they <strong>in</strong>itiate to change the status of abox from FULL to EMPTY and with this ensure directsupply.Effects result<strong>in</strong>g from this may cover reduced stocksand order lead times, optimized material order processesand lower error rates <strong>in</strong> the production, or transportationprocesses of <strong>in</strong>creased speed and more preciseobservation.Despite its costs, the application of RFID is alreadyeconomically viable <strong>in</strong> closed-loop logistics with aguaranteed re-use of the expensive transponders.Furthermore, clear advantages of RFID with regard toperformance are given <strong>in</strong> special applications whereabsolute process security is required.The wide-scale application of product tagg<strong>in</strong>g alreadyprotects articles aga<strong>in</strong>st theft. In future, this is expectedto enable automatic article identification, too. The tradesector already uses RFID <strong>in</strong> parts of the process cha<strong>in</strong>,namely for logistics and <strong>in</strong>ventory management with theretailers.Especially <strong>in</strong>ternationally lead<strong>in</strong>g companies likeMETRO Group, Wal-Mart and Tesco play an active role<strong>in</strong> rapidly, extensively <strong>in</strong>troduc<strong>in</strong>g RFID <strong>in</strong>to the entirebus<strong>in</strong>ess (see Table 1). These activities aim at improv<strong>in</strong>gAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200651


efficiency and product security as well as <strong>in</strong>creas<strong>in</strong>gcustomer satisfaction (IBM/METRO 2005).Overall, the today’s applications of RFID <strong>in</strong> logisticsare ma<strong>in</strong>ly still of prototype nature. Stroh et al. (2004)po<strong>in</strong>t out that it is application <strong>in</strong>dustries, like theretail<strong>in</strong>g, FMCG, pharmaceutical, electronic andespecially automotive bus<strong>in</strong>esses, that push ahead test<strong>in</strong>gand roll-out of RFID technology <strong>in</strong> logistics. In future,RFID is expected to be used if:• A higher level of automation might lead to moreefficient processes;• More precise data are required;• In<strong>format</strong>ion will automatically be exchanged;• A maximum level of security is necessary;• Physical conditions of the environment encouragethe use of this technology;• Comfort plays an important role to the customer.Mostly this will be the case <strong>in</strong> the fields of directarticle identification and the direct attachment of object<strong>in</strong><strong>format</strong>ion to a particular item (see MyLogistics 2005).Pre-condition for a successful implementation ofRFID projects <strong>in</strong> a company is a strategically-oriented,well-structured procedure based upon a detailed analysisof all bus<strong>in</strong>ess processes affected by this.Nowadays, there are a number of problems that stillh<strong>in</strong>der the extended use of RFID; certa<strong>in</strong> approaches aresupposed to contribute to overcome them (see Ibold2005):1. Miss<strong>in</strong>g standardization of the many and diversedata to be <strong>in</strong>tegrated• EPCglobal (http://www.epcglobal.de) worksfor economic and technical standards ofelectronic product codes;• The Future Store Initiative (http://www.futurestore.org)endeavours to harmonize RFIDtechnology especially <strong>in</strong> the retailer bus<strong>in</strong>ess.2. High <strong>in</strong>vestment costs• Larger numbers of tags and new technologiesfor them might result <strong>in</strong> a last<strong>in</strong>g decrease ofprices per unit;• A positive ROI calculation can be achieved ifthe <strong>in</strong>troduction of RFID is comb<strong>in</strong>ed with acomprehensive re-design of formerly quite<strong>in</strong>efficient processes, e.g. <strong>in</strong> the service andma<strong>in</strong>tenance areas or related to thedocumentation of product life cycles.3. Potential risks to data protection, e. g. because hugenumbers of customer-specific data need to be storedor data might be accessed and manipulated byunauthorized persons:• Encodable chips and authentication could beused especially for high-sensible and farreach<strong>in</strong>gapplications.Targeted cost-effect exam<strong>in</strong>ations and more pilotprojects will help to establish RFID technology <strong>in</strong> longterms. There are already big hopes for solv<strong>in</strong>g currentlogistics challenges through RFID implementation andhigh expectations towards potential improvements of thelogistics performance and process security. The latterrange from faster material flows and reduced processcosts to <strong>in</strong>creased security of processes and improvedquality of data.The opportunity to store data directly on the datacarrier is supposed to lead to a complete change <strong>in</strong> the<strong>in</strong><strong>format</strong>ion systems and data structures. In pr<strong>in</strong>ciple,newly designed, optimized bus<strong>in</strong>ess processes areexpected, that might entail a quantum leap <strong>in</strong> logisticscost reduction.There are serious consequences on the future designof logistics; they concern all elements of logistics, i.e.logistics objects as well as logistics systems, networksand processes. In an <strong>in</strong>creas<strong>in</strong>g manner they shall haveown <strong>in</strong>telligence and be able to decide and actautonomously and decentralized.Even today, the term “<strong>in</strong>telligent logistics” is usedreferr<strong>in</strong>g to <strong>in</strong>telligent objects self-controll<strong>in</strong>g theirmovement through logistics networks (see Schenk andRichter 2005), decisions be<strong>in</strong>g more and more madestraight on the layer of the physical flows (see TenHompel 2005b) and parts of processes becom<strong>in</strong>gautonomous procedures <strong>in</strong> a decentralized control andmanagement structure (see Scholz-Reiter et al 2005).In the end, logistics has to face the follow<strong>in</strong>g challenges:• The diversity of options offered by the highlydynamic technological progress is to be exam<strong>in</strong>edaccord<strong>in</strong>g to their purposefulness for realiz<strong>in</strong>geffective and efficient logistics processes of highquality;• Adequate concepts and solutions for process controland management <strong>in</strong> companies, supply cha<strong>in</strong>s andnetworks need to be developed;• The methodological foundations of plann<strong>in</strong>g,design<strong>in</strong>g and analyz<strong>in</strong>g logistics processes andsystems have to be expanded with regard to thesenew requirements.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200652


Table 1. Examples for <strong>in</strong>troduc<strong>in</strong>g RFID technology to the retailer bus<strong>in</strong>ess (translated from IBM/METRO 2005).METRO Group Wal-Mart TescoNov 2004:Mark<strong>in</strong>g the pallets of about 20<strong>in</strong>dustrial partners from FMCG byuse of RFIDFrom Jan 2006 (as planned):Extend<strong>in</strong>g the number of <strong>in</strong>volvedsuppliers and retailers step-by-stepJan 2005:Attach<strong>in</strong>g RFID transponders topallets and boxes of the hundredlargest suppliersUntil the end of 2005 (as planned)Us<strong>in</strong>g RFID technology <strong>in</strong> 12warehouses and 600 retailer shopsNov 2004:Mark<strong>in</strong>g boxes by use of RFID (to becont<strong>in</strong>ued <strong>in</strong> Feb 2005)Until Jan 2007 (as planned):Mark<strong>in</strong>g all supplies alongside thewhole process cha<strong>in</strong> by use of RFIDPROCESS INTELLIGENCE WITH LOGISTICSOBJECTSIn its widest mean<strong>in</strong>g the term <strong>in</strong>telligence describesthe ability to see l<strong>in</strong>ks and to f<strong>in</strong>d optimal problemsolutions. It is related to the ability of a human be<strong>in</strong>g toconsciously adjust his/her th<strong>in</strong>k<strong>in</strong>g to new requirementsand with this refers to the general <strong>in</strong>tellectual adaptabilityto new tasks and conditions of life (see Stern 1912). Inthe context of problem solv<strong>in</strong>g this means on one handthe ability to creatively f<strong>in</strong>d solutions and their limits andon the other hand to <strong>in</strong>ternally weigh up alternativeactions before act<strong>in</strong>g (<strong>in</strong> the sense of a test-action).In the context of modern logistics it is assumed thatsimilar abilities can be achieved with logistics objects(i.e. goods and load carriers) when RFID and powerfulsensor technologies are used. This shall enable logisticsobjects to <strong>in</strong>dependently communicate with the plann<strong>in</strong>gand monitor<strong>in</strong>g systems, identify themselves, and <strong>in</strong>formabout the own state. But to fully meet the deepermean<strong>in</strong>g of <strong>in</strong>telligence as expla<strong>in</strong>ed above and let thoseobjects really become <strong>in</strong>telligent it is not enough just tobe able to actively or passively perceive the environmentand the chang<strong>in</strong>g situations. Additionally, objects mustbe provided with a logistics-oriented control and decisionlogic.In perspective, this is to be achieved throughmicrochips with <strong>in</strong>creased memory enabl<strong>in</strong>g a s<strong>in</strong>gleobject not only to <strong>in</strong>dependently f<strong>in</strong>d its way through thematerial flow system <strong>in</strong>clud<strong>in</strong>g all cross<strong>in</strong>gs, but also to<strong>in</strong>dependently allocate resources required for be<strong>in</strong>gprocessed or to look for a by-pass <strong>in</strong> case of bottle-necksituations (see Bear<strong>in</strong>gPo<strong>in</strong>t 2005). This way, logisticsobjects would be enabled to act accord<strong>in</strong>g to currentenvironmental conditions and eventually changedrequirements.To a limited extent, namely with the focus on themomentary constellation <strong>in</strong> the local surround<strong>in</strong>gs, predef<strong>in</strong>edalternatives of action can be weighed up. But toreally estimate the consequences of an action <strong>in</strong> the senseof the above mentioned test-action the object needssimulation competence. To provide this through a predef<strong>in</strong>edsimulation model <strong>in</strong>tegrated <strong>in</strong>to the object, thatis a special challenge.The task to realize foresighted action <strong>in</strong> a complexsurround<strong>in</strong>g is even more ambitious, because for this theobject not only has to perceive its nearest environmentfrom a local po<strong>in</strong>t of view, but also needs to take up aglobal perspective towards the process as a whole<strong>in</strong>clud<strong>in</strong>g complex <strong>in</strong>teractions and compet<strong>in</strong>g object<strong>in</strong>terests.Exactly this is the pre-condition for true process<strong>in</strong>telligence of a self-determ<strong>in</strong>ed act<strong>in</strong>g object, because alogistics process does not only result from locallyfocused activities of a s<strong>in</strong>gle object with <strong>in</strong>dividualtargets and constra<strong>in</strong>ts, but from the entirety of alloperations and the superposition of the different objectlives. If here an object “th<strong>in</strong>ks” only of itself, thenconflicts and less optimal processes are pre-programmed.Consequently, process <strong>in</strong>telligence less requires anegocentric, object-focused process view, but much morecomprehensive process <strong>in</strong><strong>format</strong>ion <strong>in</strong>stead which notonly can result from object-specific perceptions; theyneed to <strong>in</strong>clude object and system <strong>in</strong><strong>format</strong>ion as well:• Object <strong>in</strong><strong>format</strong>ion are characteristics of goods orunits relevant to their physical process<strong>in</strong>g such asID, location, state of be<strong>in</strong>g processed, sequence ofoperations, type, quantity/colour/size etc.;• System <strong>in</strong><strong>format</strong>ion comprise characteristics of the(static) structure (<strong>in</strong> the form of elements and theirl<strong>in</strong>ks to each other) of a system as well as thesystem’s or its elements’ (dynamically chang<strong>in</strong>g)states accord<strong>in</strong>g to availability, reservation,occupation, break<strong>in</strong>g-down etc. <strong>in</strong>fluenc<strong>in</strong>g itsability to run material flow processes;• Process <strong>in</strong><strong>format</strong>ion describe the structure of thephysical processes (i.e. permanent or temporaryprocess cha<strong>in</strong>s of operations and their l<strong>in</strong>ks to eachother), their states, decision problems related to themand strategies/rules applicable to solve them,Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200653


protocols on processes’ history and errors,<strong>in</strong><strong>format</strong>ion specific to <strong>in</strong>dividual orders (i.e. start<strong>in</strong><strong>format</strong>ion like location and time, course list,MUST dest<strong>in</strong>ation and expected/required <strong>in</strong>terarrivaltimes) etc.All of these <strong>in</strong><strong>format</strong>ion as a whole form the completelogical representation of the logistics process, its historyand eventually existent plann<strong>in</strong>g ahead. They are also thebasis for <strong>in</strong>telligent control and decision processes. Whenacquir<strong>in</strong>g the <strong>in</strong><strong>format</strong>ion the source used directlydepends on the k<strong>in</strong>d of <strong>in</strong><strong>format</strong>ion to be gathered. In thecontext of logistics simulation, Tolujew and Neumann(1998) proposed three types of observers, which gatherthe correspond<strong>in</strong>g <strong>in</strong><strong>format</strong>ion from a simulation model:• Resource observers are directly attached to systemelements or parts of the system to record their<strong>in</strong>ternal states and state changes as well as stocksand events of be<strong>in</strong>g entered or left. From these<strong>in</strong><strong>format</strong>ion, resource-specific characteristics (i.e.system <strong>in</strong><strong>format</strong>ion) are derived.• Object observers move through the logistics system(network) together with the objects they are attachedto. Do<strong>in</strong>g so they collect <strong>in</strong><strong>format</strong>ion on all eventsthe particular object experiences and with this recordthe objects “life” (i.e. object <strong>in</strong><strong>format</strong>ion).• Observers of the flow of objects are purposefullylocated at the l<strong>in</strong>ks between the resources of thesystem to record the object flows as sequence ofobjects with their <strong>in</strong>dividual data. From this flowcharacteristics like, for example, range of objects,<strong>in</strong>ter-arrival times, strength and <strong>in</strong>tensity of the flowcan be derived.This concept can similarly be applied to ga<strong>in</strong> respective<strong>in</strong><strong>format</strong>ion for controll<strong>in</strong>g the logistics process <strong>in</strong> reality(see Figure 1).allocationmobilityresourceobserver<strong>in</strong>dividualmaterial flow element(system element)group ofmaterial flow elements(part of a system)immovableobjectobserver<strong>in</strong>dividual objectmovableobserver of theflow of objectsmaterial flow <strong>in</strong>terface(logical l<strong>in</strong>k between twomaterial flow elements)immovabledata recordedresults<strong>in</strong>ternal statesstate changesstocksentries/leav<strong>in</strong>gscharacteristics specificto a resourse, e.g.- utilization,- throughput,- percentage ofoccupationobject characteristicswith regard totype, quantity, locationchanges ofcharacteristicsan object's lifeobject flow as sequenceof objects with their<strong>in</strong>dividual characteristicsflow characteristics, e.g.- range of obejct types,- <strong>in</strong>ter-arrival times,- strength of the flow,- <strong>in</strong>tensity of the flowFrom comb<strong>in</strong><strong>in</strong>g <strong>in</strong><strong>format</strong>ion provided by the different observersprocess characteristics can be derivedFigure 1. Observers for acquir<strong>in</strong>g process <strong>in</strong><strong>format</strong>ion.Process characteristics f<strong>in</strong>ally result from l<strong>in</strong>k<strong>in</strong>g all<strong>in</strong><strong>format</strong>ion provided by the different observers. Themore complete and up-to-date the process is representedat the time, the higher the probability for a last<strong>in</strong>glyAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200654


workable <strong>in</strong>fluenc<strong>in</strong>g of the process is. This even allowstak<strong>in</strong>g <strong>in</strong>to consideration foreseeable futuredevelopments, be<strong>in</strong>g directed towards achiev<strong>in</strong>g fullyoptimal processes, and efficiently and foresightedlyreact<strong>in</strong>g on unforeseeable events (e.g. technical faults) <strong>in</strong>short terms.The use of transponders can enable topical<strong>in</strong><strong>format</strong>ion acquisition and efficient transfer to thedecision-mak<strong>in</strong>g <strong>in</strong>stances of the control andmanagement systems alongside the entire process. Thisstimulates process <strong>in</strong>telligence, that can be implementedeither with the logistics objects or with the systemelements, <strong>in</strong> the sense of the above expla<strong>in</strong>ed ability toadaptively and knowledgeably act for achiev<strong>in</strong>g theoverall process goals <strong>in</strong> an optimal way. Whereas<strong>in</strong>telligence with the system elements ma<strong>in</strong>ly requires anextension of their usually existent control and decisionmak<strong>in</strong>gcomponents, qualification of the logistics objectsneeds new approaches with regard to both technicalimplementation of <strong>in</strong>telligence and appropriate design ofthe logistics processes. Today’s approaches for enabl<strong>in</strong>glogistics objects to act <strong>in</strong>telligently differ <strong>in</strong> the<strong>in</strong><strong>format</strong>ion carrier on one hand and the processcompetences handed over to the logistics object on theother.With regard to the way of attach<strong>in</strong>g an <strong>in</strong>telligentcomponent to the logistics object, there is a differencebetween <strong>in</strong>telligent load carriers and <strong>in</strong>telligent goods.METRO and Wal-Mart apply the strategy of attach<strong>in</strong>gtags to the load carriers, whereas OTTO wants to equipeach s<strong>in</strong>gle article with a transponder. Advantages anddisadvantages of either of these alternative solutionsdirectly depend on the logistics processes to be achieved.If the units on a load carrier are exclusively treated as awhole that is homogeneously or <strong>in</strong>homogeneouslycomposed of <strong>in</strong>dividual goods (e.g. a delivery to acustomer), the <strong>in</strong>telligent load carrier is the sufficientobject for process control.Furthermore, it could still act as <strong>in</strong>telligent objecteven when be<strong>in</strong>g unloaded. This is of special advantagefor return<strong>in</strong>g empty carriers for be<strong>in</strong>g loaded aga<strong>in</strong> (e.g.<strong>in</strong> closed-loop logistics). In this case, the goods do nothave any own process <strong>in</strong>telligence and can only becontrolled by an external <strong>in</strong>stance once they have beenseparated from the load carrier. But if the goods orarticles themselves are objects of complex logisticsprocesses (e.g. <strong>in</strong> order pick<strong>in</strong>g processes) and supposedto move self-determ<strong>in</strong>ed through the respective systemsor networks, this might not be sufficient and each item<strong>in</strong>dividually has to be equipped with an <strong>in</strong>telligentcomponent. Of course, this goes <strong>in</strong> hand with a far highertechnical and cost-related effort, which eventually can bejustified by the achievable process improvements.Accord<strong>in</strong>g to the abilities a logistics object has, differentlevels of process <strong>in</strong>telligence can be def<strong>in</strong>ed:• Pre-condition for process <strong>in</strong>telligence is the fact thateach s<strong>in</strong>gle object can unambiguously be identifiedand the IT system knows about its current state andlocation. Especially object localization <strong>in</strong>side acompany provides a special technological challenge,because the position needs perfectly to be found on acentimetre scale. In pr<strong>in</strong>ciple, this can be achievedby use of technology available today, but only atcosts far from be<strong>in</strong>g economically acceptable to awide range of potential applications. Here, furthertechnological progress is strongly required;• At the next level of <strong>in</strong>telligence, powerful sensortechnology is <strong>in</strong>tegrated <strong>in</strong>to the object forperceiv<strong>in</strong>g environmental conditions and external<strong>in</strong>fluences, such as temperature (e.g. withrefrigerator conta<strong>in</strong>ers). This allows register<strong>in</strong>g andrecord<strong>in</strong>g an object’s lifecycle alongside the logisticscha<strong>in</strong> to cont<strong>in</strong>uously monitor the process, assurequality, trace back manipulations with the objectetc.;• If the object is able not only to perceive itsenvironment, but also to communicate with it at anytime, new possibilities open up for both topicallyreact<strong>in</strong>g on chang<strong>in</strong>g situations and form<strong>in</strong>g objectclusters by small-scale l<strong>in</strong>k<strong>in</strong>g of tags ofneighbour<strong>in</strong>g objects (e.g. for mutual surveillance);• The highest level of <strong>in</strong>telligence is reached when theobject additionally (e.g. <strong>in</strong> case of lack<strong>in</strong>gcommunication) can act autonomously andpurposefully. In this case, application-specificsoftware functionality of the control andmanagement system is handed over to the object andthe tag becomes an autonomous agent. This goes <strong>in</strong>hand with a k<strong>in</strong>d of decoupl<strong>in</strong>g effect and throughthis it can lead to a long-last<strong>in</strong>g reduction ofcomplexity with the higher-level IT systemsimultaneously improv<strong>in</strong>g performance. Preconditionsare the equipp<strong>in</strong>g of logistics objects with<strong>in</strong>telligent technologies and <strong>in</strong> any case their<strong>in</strong>tegration <strong>in</strong>to the existent IT landscape (seeScholz-Reiter et al. 2005). Furthermore, an<strong>in</strong>telligent environment (i.e. <strong>in</strong>telligenceimplemented <strong>in</strong> system components) can providesusta<strong>in</strong>able support to the autonomy of the <strong>in</strong>telligentlogistics objects. The latter is especially advisableaga<strong>in</strong>st the background of a quasi-natural limitationof the amount of functionality to be handed over tothe objects because of limited memory and <strong>in</strong>creasedenergy requirement.To the same extent, the degree of process <strong>in</strong>telligencewith the logistics objects <strong>in</strong>creases and new possibilitiesopen up for implement<strong>in</strong>g new k<strong>in</strong>ds of logisticsprocesses. But at the same time logistics process designfaces more and new challenges. At presentAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200655


methodological consequences <strong>in</strong> logistics, are notforeseeable; some up-to-date research approaches andstill open research questions will be discussed <strong>in</strong> thefollow<strong>in</strong>g section.PROCESS MANAGEMENT AND CONTROLWITH INTELLIGENT LOGISTICS OBJECTSAim of runn<strong>in</strong>g logistics processes is to guide, manageand control logistics processes <strong>in</strong> such way thatperformance targets can be achieved safely, withoutendanger<strong>in</strong>g, quality-conform, efficiently and byeconomical use of resources. For this, logistics processesare discreetly to be adjusted, system-immanent degreesof freedom with the logistics systems are purposefully tobe limited, decision problems are to be solved, conflictsare to be avoided, failures are to be coped with andalternatives are reasonably to be chosen. Activities ofrunn<strong>in</strong>g logistics processes can be related to logisticsprocess control on one hand and logistics processmanagement on the other. Here, logistics process controlcomprises all activities for directly realiz<strong>in</strong>g and<strong>in</strong>fluenc<strong>in</strong>g physical transfer processes <strong>in</strong> logistics atoperational level, whereas logistics process managementis oriented towards their foresighted (strategic), allembrac<strong>in</strong>gdesign and <strong>in</strong>fluenc<strong>in</strong>g.To answer questions on how logistics processes andthe way to run them change with the use of <strong>in</strong>telligentlogistics objects, how process management and controlneed to be designed for <strong>in</strong>telligent logistics objects and –vice versa – which amount of process <strong>in</strong>telligence shouldbe attached to logistics objects <strong>in</strong> certa<strong>in</strong> processes, anumber of aspects is to be discussed which concernprocess structure as well as process procedures.Architectures <strong>in</strong> logistics process management andcontrolIn dependence on the complexity of the logisticsprocesses to be run and on the level of difficulty of thetasks for runn<strong>in</strong>g the process, the control andmanagement functionality is modularly (and thusmanageably) structured <strong>in</strong>to hierarchical layers. Themany and diverse possible concepts vary <strong>in</strong> the targetsystems they should be used for, <strong>in</strong> the depth ofstructur<strong>in</strong>g and <strong>in</strong> the nam<strong>in</strong>g (and tasks) of the differentmanagement and control layers. Despite of the diversityof the architectures the lower control layers always<strong>in</strong>clude process-related control tasks, whereas the uppermanagement layers take over process-distantadm<strong>in</strong>istration and management tasks (see Table 2).Through equipp<strong>in</strong>g logistics objects (and systemcomponents, too) with process <strong>in</strong>telligence they aresupposed to be able to <strong>in</strong>dependently make decisions, actaccord<strong>in</strong>gly and with this to take over particular controltasks. From this, last<strong>in</strong>g impacts are to be expected onthe traditional real-time control of material flows <strong>in</strong>logistics (see Ten Hompel 2005b). In future, it will bepossible to attach process-related control tasks, such asoperational execution of material flow operations by<strong>in</strong>telligent resources (up to now settled on the system orresource layer) and path f<strong>in</strong>d<strong>in</strong>g or resource allocation byTable 2. Layers of process management and control <strong>in</strong> logistics (based upon Kuhn 1995).Normative layerAdm<strong>in</strong>istrative layerDisposition layerNetwork layerSystem or resource layerDescribes general values, norms, targets at strategic levelDeterm<strong>in</strong>es the company’s culture and philosophyDef<strong>in</strong>es requirements on the logistics processesTransfers requirements of the normative layer <strong>in</strong>to target sett<strong>in</strong>gs related to time, costsand qualityCoord<strong>in</strong>ates collaboration of networks <strong>in</strong>clud<strong>in</strong>g their <strong>in</strong>terfacesAdm<strong>in</strong>istrates orders to be processedAllocates resources accord<strong>in</strong>g to demandsCoord<strong>in</strong>ates complex procedures between the different processesAdm<strong>in</strong>istrates correspond<strong>in</strong>g resourcesControls an operation accord<strong>in</strong>g to the <strong>in</strong>put <strong>in</strong><strong>format</strong>ion follow<strong>in</strong>g specific rules<strong>in</strong>telligent objects (up to now settled on the network ordisposition layer), to the (physical) material flow layer.In contrast to this, process-distant management tasksmight not be affected by <strong>in</strong>creas<strong>in</strong>g process <strong>in</strong>telligencewith objects and carriers of the processes.F<strong>in</strong>ally, this could lead to new architectures oflogistics control systems if objects (and systemcomponents) will act <strong>in</strong> the sense of autonomous agentsand future logistics processes will be run by use of multiagent systems. This also might result <strong>in</strong> a strongerdecentralization of the logistics processes and theircontrol up to autarkic sub-processes that aga<strong>in</strong> can bel<strong>in</strong>ked (and to a certa<strong>in</strong> extent centralized) by use of<strong>in</strong>telligent objects. The more and diverse control tasksAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200656


are handed over to the objects and system components,the wider the scope of delegated decision-power andresponsibility for the entire process and the bigger thepart of self-determ<strong>in</strong>ed activities are. In the end, selfcontroll<strong>in</strong>gprocess solutions can occur.Self-control of logistics systems as process runn<strong>in</strong>gparadigmThe term self-control describes decentralizeddecision-mak<strong>in</strong>g processes <strong>in</strong> heterarchic structures. Forthis, <strong>in</strong>teract<strong>in</strong>g elements of unpredictable systems needto have the ability and possibility to autonomously makedecisions. Follow<strong>in</strong>g Scholz-Reiter et al. (2005) selfcontroll<strong>in</strong>g<strong>in</strong> logistics aims at cop<strong>in</strong>g with the dynamicand structural complexity of horizontal and vertical cooperationsbetween companies without provid<strong>in</strong>g all<strong>in</strong><strong>format</strong>ion relevant for mak<strong>in</strong>g decisions to a central<strong>in</strong>stance. This would be the case if the logistics objectitself carries out <strong>in</strong><strong>format</strong>ion process<strong>in</strong>g, decisionmak<strong>in</strong>g,and execution.Here, the term decision-mak<strong>in</strong>g covers the entireprocess from trigger<strong>in</strong>g the decision-mak<strong>in</strong>g process viaidentify<strong>in</strong>g and evaluat<strong>in</strong>g options for decid<strong>in</strong>g toimplement<strong>in</strong>g and controll<strong>in</strong>g the chosen decisionalternative. In<strong>format</strong>ion process<strong>in</strong>g <strong>in</strong>cludes all activitiesfor record<strong>in</strong>g, stor<strong>in</strong>g, transform<strong>in</strong>g, and transmitt<strong>in</strong>g<strong>in</strong><strong>format</strong>ion. F<strong>in</strong>ally, execution of a decision is directedtowards implement<strong>in</strong>g the decision made at the materialflow layer. In comparison to the typical heteronomouscontrol of today with decisions f<strong>in</strong>ally made by highercontrol and management layers implementation ofapproaches for self-control is expected to reduce thenumber of <strong>in</strong>stances <strong>in</strong>volved <strong>in</strong> a decision process and atthe same time also the volume of <strong>in</strong><strong>format</strong>ion flowsrequired for communication between these differentlayers. In the end, this should help to make certa<strong>in</strong>process-related decisions faster, more flexible and thoughmore efficient.As previously already discussed, logistics objects canonly decide out of their local po<strong>in</strong>t of view and withfocus on their <strong>in</strong>dividual objectives. This is appropriate,for example, when search<strong>in</strong>g for the best route at across<strong>in</strong>g tak<strong>in</strong>g the process, its current situation, and theobject’s target <strong>in</strong>to consideration. However, to achieve aglobal optimum for the process as a whole controldecisions are to be taken from a foresighted globalperspective repeatedly that affects both <strong>in</strong>dividual or agroup of resources and their <strong>in</strong>fluence on the process aswell as several objects and their future lives. Here, thequestion is to be asked for limitations of such a localview and from when a global perspective would be betteror even necessary <strong>in</strong>stead. Additional, it is worth to<strong>in</strong>vestigate if self-control is really the better option thanheteronomous control with regard to the achievableprocess performance and the guaranteed process security<strong>in</strong> general or for particular types of logistics processes.Perhaps, similar effects could eventually be achievedwith<strong>in</strong> traditional control and management architecturesas well through the improvement of material flowtrack<strong>in</strong>g and trac<strong>in</strong>g by use of RFID?When talk<strong>in</strong>g about the paradigm of self-control, acontrol solution’s capability for self-learn<strong>in</strong>g has to bediscussed as well. An <strong>in</strong>telligent object decidesautonomously. From observ<strong>in</strong>g the effects of those cleveror not so clever decisions, the latter ones eventually evenbe<strong>in</strong>g revised or modified, it could ga<strong>in</strong> experience as<strong>in</strong>put for an <strong>in</strong>dividual learn<strong>in</strong>g process to improve theown decision-mak<strong>in</strong>g competence. Pre-condition wouldbe a suitable design of the implemented controlfunctionality, e.g. by use of neuronal networks, to be ableto make use if those experience <strong>in</strong> future decisionmak<strong>in</strong>gprocesses.Certa<strong>in</strong>ly, adaptive control algorithms result<strong>in</strong>g fromsuch learn<strong>in</strong>g curves are exclusively l<strong>in</strong>ked to the objectitself and would get lost as soon as this object leaves thesystem. To let further objects benefit from thoseexperience-based adaptations of the control algorithm aswell, they need to be either shared between the objects orforwarded to a (central) coord<strong>in</strong>at<strong>in</strong>g <strong>in</strong>stance. Due to theobviously exist<strong>in</strong>g analogies to the problems <strong>in</strong>knowledge explication and shar<strong>in</strong>g with human be<strong>in</strong>gs, itwould seem to be useful to <strong>in</strong>vestigate respectiveapproaches and methods from knowledge managementfor their applicability to keep object “knowledge” aswell.Process autonomy and process complexityIf <strong>in</strong>telligent objects are able to act self-determ<strong>in</strong>ed,new chances open up for autonomous processes, i.e.those processes <strong>in</strong> which object trans<strong>format</strong>ions largelyare realized without any <strong>in</strong>teraction with other processesor higher control and management layers. Scholz-Reiteret al. (2005), for example, describe a robot system fordistribution logistics, which is equipped with <strong>in</strong>telligentidentification, sensor and location technologies to form abasic component for self-controll<strong>in</strong>g logistics processes:A package with transponder does not know just its ownidentification, but further logistics data, such as itsdest<strong>in</strong>ation, too. By use of a reader an unload<strong>in</strong>g robot,for example, recognizes these data and transform them<strong>in</strong>to respective actions, such as local movement ordistribution. With this, the <strong>in</strong>telligent package controls itsown distribution lead<strong>in</strong>g to an autonomous process witha clearly separated mode of action, i.e. with clearlydef<strong>in</strong>ed <strong>in</strong>terfaces to other processes and as few aspossible <strong>in</strong><strong>format</strong>ion exchange relations with them. Here,the object’s level of <strong>in</strong>telligence determ<strong>in</strong>es its autonomyand the process’ level of self-control. The level of selfcontroldecisively depends on the studied logisticssystem, even if any logistics process will always be <strong>in</strong> thesame l<strong>in</strong>es as given by the central circumstances.Consequently, it can be expected that the frequentlyquoted paradigm shift from heteronomous control to selfcontrol<strong>in</strong> logistics practice will more likely appear as aAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200657


coexistence of both control and management approaches.The challenge to research then consists <strong>in</strong> identify<strong>in</strong>gwhich level of self-control is sensible and efficient forwhich logistics scenario.Furthermore, the question is to be answered if processautonomy reduces process complexity <strong>in</strong> the design ofcontrol and management layers at all and to what extent.For this, measures for characteriz<strong>in</strong>g and evaluat<strong>in</strong>gprocess complexity are to be def<strong>in</strong>ed first. Because ofexist<strong>in</strong>g analogies those characteristics could eventuallybe derived from the level of cooperation κ and the levelof separation γ as known from the field of structur<strong>in</strong>gmanufactur<strong>in</strong>g systems (see Schmigalla 1966):• The level of physical cooperation κ P expresses theaverage number of processes a certa<strong>in</strong> process isphysically l<strong>in</strong>ked with, i.e. due to the material flow;• The level of logical cooperation κ L expresses theaverage number of processes a certa<strong>in</strong> process islogically l<strong>in</strong>ked with, i.e. due to the <strong>in</strong><strong>format</strong>ion flowor because of the control and management concept;• The level of separation <strong>in</strong> the way of runn<strong>in</strong>g theprocess γ PF describes the average proportionbetween the number of decision processes carriedout <strong>in</strong> a specific part of process control andmanagement and the total number of requireddecision processes. The smaller γ PF is, the lower theconcentration of decision-mak<strong>in</strong>g power is and adistributed way of runn<strong>in</strong>g the process can beassumed; purposefulness of process autonomy canbe given a boost.The bigger the level of cooperation and the smaller thelevel of separation is, the more complex the process is.To assess the “ability of autonomy” with a process it isnecessary to clarify how many decisions this processmakes without external support (by a higher control ormanagement layer) and which level of cooperation orseparation allows which level of autonomy. From thesethoughts, recommendations for purposeful decisionsabout autonomy and for assess<strong>in</strong>g the result<strong>in</strong>g processcomplexity could eventually be derived. Pre-conditionsare measures and characteristics enabl<strong>in</strong>g to describe andevaluate the logistics process structure as well as to ga<strong>in</strong>respective design guidel<strong>in</strong>es. Until now they are not to befound <strong>in</strong> logistics process design, whereas a large numberof performance-oriented technical or economiccharacteristics typically do exist to assess a logisticsprocess or even better the performance of a logisticssystem.The measures discussed earlier seem to beappropriate to close this gap; to correctly <strong>in</strong>terpret themthe <strong>in</strong>fluence of different process structures and conceptsfor runn<strong>in</strong>g the process is to be <strong>in</strong>vestigatedsystematically.Process design for <strong>in</strong>telligent objectsLogistics process design aims at strategically creat<strong>in</strong>ga logistics process <strong>in</strong> its entirety of material and<strong>in</strong><strong>format</strong>ion flow operations. This <strong>in</strong>cludes both processconfigurations, i.e. def<strong>in</strong><strong>in</strong>g the process structure, andprocess dimension<strong>in</strong>g, i.e. def<strong>in</strong><strong>in</strong>g process parameterssuch as decision strategies; it is the basis for a conceptualdesign of the control algorithm. Process design for<strong>in</strong>telligent logistics objects differs from traditionallogistics process design <strong>in</strong> that decisions about selfcontroland autonomy are to be made as well. This is oflast<strong>in</strong>g <strong>in</strong>fluence especially on the lower managementand control layers:• Shift<strong>in</strong>g activities for runn<strong>in</strong>g the process towardslower management and control layers causesorganizational changes to process structure andprocess operation.• At <strong>in</strong>tegration level work flows and process plansare to be adapted to <strong>in</strong>telligent logistics objects andshould result <strong>in</strong> a shortened process.To solve design problems for <strong>in</strong>telligent logisticsprocesses it is to be <strong>in</strong>vestigated which concepts,methods and characteristics from other doma<strong>in</strong>s, such asmanufactur<strong>in</strong>g structure plann<strong>in</strong>g (see Schmigalla 1966)or logistics system design, can be applied to processdesign. Amongst others, they ought to provide a basis fordecid<strong>in</strong>g about a suitable process structure (self-controlor heteronomous control, autonomous processes,coord<strong>in</strong>ation of autonomous processes and <strong>in</strong>telligentobjects, process operation beyond object or systemboundaries), too. Especially aga<strong>in</strong>st the background ofself-control and process autonomy, there are manyparallels to design concepts, such as de-coupl<strong>in</strong>g,modularization, or fragmentation, and design methods,like e.g. logistics simulation.Component-based simulation packages, for example,are already based upon the concept of <strong>in</strong>telligent objectsor <strong>in</strong>telligent systems that <strong>in</strong>dependently make localcontrol decisions (e. g. related to an object type oraccord<strong>in</strong>g to the state of the current model componentand the previous or follow<strong>in</strong>g one respectively). Theimplemented separation of local and global decisionprocesses is predef<strong>in</strong>ed by the tool (and method) andallowed def<strong>in</strong><strong>in</strong>g standard strategies for selected controlneeds.Until now, the approach of a component-basedprocess design us<strong>in</strong>g hierarchical sub-structures (seeNeumann 2005 and Bernhard et al. 2005) is ma<strong>in</strong>lyoriented towards requirements of the physical processstructure. Indeed, the concept dist<strong>in</strong>guishes between• Elementary or comb<strong>in</strong>ed material flow and<strong>in</strong><strong>format</strong>ion flow operations, like e. g. keep<strong>in</strong>g,mov<strong>in</strong>g or sort<strong>in</strong>g, that realize purposefultrans<strong>format</strong>ion of one s<strong>in</strong>gle object characteristic(that is sort, quantity, location or time);Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200658


• Basic processes, such as warehous<strong>in</strong>g or orderpick<strong>in</strong>g processes, <strong>in</strong> the sense of process modules oreventually even generic reference processes;• Complex processes composed of basic processes andoperations.However, separation of precisely those basicprocesses is only done accord<strong>in</strong>g to the flow of objects.In future, it will also be necessary to identify autonomousprocesses by their control tasks, which is expected to leadto new k<strong>in</strong>ds of basic processes and an eventuallymodified syntax for compos<strong>in</strong>g complex processes ofavailable operation and process components. To def<strong>in</strong>erespective rules and regulations and to identify andspecify the new process components, these are subjectsof ongo<strong>in</strong>g research.CONCLUSIONSThe <strong>in</strong>creas<strong>in</strong>g <strong>in</strong>terl<strong>in</strong>k<strong>in</strong>g <strong>in</strong>side the supply cha<strong>in</strong>enabled by complex <strong>in</strong><strong>format</strong>ion technology systemsmakes new demands on logistics systems. New materialand <strong>in</strong><strong>format</strong>ion flow technologies have to ensurematerial flow track<strong>in</strong>g and trac<strong>in</strong>g as well as controlwithout any gap and close to real-time. Radio FrequencyIdentification (RFID) technology offers a possibility forl<strong>in</strong>k<strong>in</strong>g material and <strong>in</strong><strong>format</strong>ion flows at a control andmanagement layer as low as possible. Even today, RFIDis already used <strong>in</strong> parts of the retail bus<strong>in</strong>ess processcha<strong>in</strong>; <strong>in</strong> future article movements and account<strong>in</strong>goperations across the entire process cha<strong>in</strong> shallautomatically be recorded and documented (see Figure2).Application of RFID <strong>in</strong> logistics allows and requiresnew control systems and autonomous, decentralizedcontrol strategies which <strong>in</strong>dependently and flexibly adaptthemselves to chang<strong>in</strong>g environmental conditions andconcurrent objectives <strong>in</strong> special logistics doma<strong>in</strong>s (seeScholz-Reiter et al. 2005). In this context, the term<strong>in</strong>telligent logistics pops up mean<strong>in</strong>g <strong>in</strong>telligent logisticsobjects that autonomously and self-controlled movethrough logistics networks. Here, an <strong>in</strong>telligent logisticsobject knows its position and state, perceives itsenvironment, and reacts accord<strong>in</strong>gly, can communicatewith its surround<strong>in</strong>gs, or – <strong>in</strong> case of miss<strong>in</strong>gcommunication – act autonomously and purposefully.Intelligent logistics objects f<strong>in</strong>d their way through thematerial flow on their own and f<strong>in</strong>ally control or organizethe own flow autonomously. For this, resources are<strong>in</strong>dependently allocated and the objects organize localstrategies. Plann<strong>in</strong>g and control processes are shiftedtowards the layer of the physical material flows. Forrealiz<strong>in</strong>g this, the supply cha<strong>in</strong> partners or logisticsoperators need to fulfil a number of requirements, suchas:• Common standards concern<strong>in</strong>g processes, measures,data collection;• New control concepts <strong>in</strong>clud<strong>in</strong>g active action andnavigation or event-oriented navigation, plann<strong>in</strong>g,controll<strong>in</strong>g <strong>in</strong> dependence on the state of thelogistics objects and the process cha<strong>in</strong>.Apart from effects on software design andfunctionality as well as hardware requirements, such ascompletion of a system element’s control component bya decision <strong>in</strong>stance, also effects on the processes andtheir design turn out. However, these effects are expectedto be less related to the physical process structure but tothe logical process structure <strong>in</strong>stead. In future, the lattermight be shaped stronger by decentralized control andmanagement concepts based on self-control and processautonomy. With regard to process design, this goes <strong>in</strong>l<strong>in</strong>e with strengthen<strong>in</strong>g the approach of hierarchicalmodell<strong>in</strong>g and process development, but requires furthermethodological development. In addition to this, genericmeasures and characteristics are needed to supportassessment and selection of process structures.1 23456789999manufacturerdistribution centermarket/shop1 – attach<strong>in</strong>g transponders whilst manufactur<strong>in</strong>g2 – pack<strong>in</strong>g products <strong>in</strong>to boxes;order pick<strong>in</strong>g3 – automatically controll<strong>in</strong>g outgo<strong>in</strong>gconsignments4 – controll<strong>in</strong>g trucks for article protection5 – automatically controll<strong>in</strong>g and account<strong>in</strong>g <strong>in</strong> theMaterial Management <strong>Systems</strong> (MMS)6 – automatically sort<strong>in</strong>g, count<strong>in</strong>g, controll<strong>in</strong>gthe stock7 – automatically controll<strong>in</strong>g the consignment <strong>in</strong>the transshipment area8 – transparent article movement from the marketstorage to the retail<strong>in</strong>g area9 – check<strong>in</strong>g availability (stock-tak<strong>in</strong>g) andarticle protectionFigure 2. The RFID vision of future – from the manufacturer to the po<strong>in</strong>t-of-sale(adapted from IBM/METRO AG 2005).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200659


F<strong>in</strong>ally, even today, there are many technologicalpossibilities, but what is to be realized under whichconditions, with which purpose and by when still rema<strong>in</strong>san open question. Furthermore, this is also describ<strong>in</strong>g theneed for ongo<strong>in</strong>g <strong>in</strong>vestigation of the necessary orpurposeful <strong>in</strong><strong>format</strong>ion content with the objects: What isthe benefit of hav<strong>in</strong>g permanent access to all <strong>in</strong><strong>format</strong>ion,of an object know<strong>in</strong>g everyth<strong>in</strong>g by itself? How themisuse of <strong>in</strong><strong>format</strong>ion can be avoided?The “Internet of Th<strong>in</strong>gs” and a self-organized logisticssystem based on autonomous, real-time objects (see TenHompel 2005a) is subject of <strong>in</strong>terdiscipl<strong>in</strong>ary research.To let this not become another of those “TechnologyHypes” which will quickly loose importance, but to<strong>in</strong>itiate last<strong>in</strong>g positive changes <strong>in</strong> the logistics processes,truthful cost-benefit analysis have to be carried out andmethodological consequences on logistics and its designhave to be <strong>in</strong>vestigated. For this, first approaches can benoticed, but there is still an enormous need for action.REFERENCESBear<strong>in</strong>gPo<strong>in</strong>t GmbH. 2005. Radio FrequencyIdentification (RFID) - Funktionsweise, E<strong>in</strong>satzbereicheund Nutzenprofile e<strong>in</strong>er zukunftsweisenden Technologie.White Paper: Consumer, Industrial & Technology.Frankfurt 2005. [on-l<strong>in</strong>e] http://www.bear<strong>in</strong>gpo<strong>in</strong>t.de(03.11.2005)Bernhard, J.; Jod<strong>in</strong>, D.; Hömberg, K. 2005. Standardprozesseals Grundlage für die In<strong>format</strong>ionsbedarfsanalysezur Modellierung von großen Netzen derLogistik. In: Magdeburger Schriften zur Logistik, Heft21, 2005, 3-14.IBM Deutschland and METRO Group. 2005. RFID –Motor für Innovationen. Herrenberg, Düsseldorf, Mai2005.Ibold, C. 2005. Prozessoptimierung durch RFID. [onl<strong>in</strong>e]http://www.logistik-<strong>in</strong>side.de/fm/2248/Ibold.<strong>pdf</strong>(09.01.2006)Kuhn, A. 1995. Prozessketten <strong>in</strong> der Logistik – Entwicklungstrendsund Umsetzungsstrategien. VerlagPraxiswissen: Dortmund 1995.MyLogistics – Das Logistikportal. 2005. Studie – VieleUnternehmen arbeiten trotz Vorbehalten <strong>in</strong>tensiv aufRFID-E<strong>in</strong>führung h<strong>in</strong>. [on-l<strong>in</strong>e] http://www.mylogistics.net/de/news/themen/key/news394182/jsp (03.11.2005)Neumann, G. 2005. How to Solve the Puzzle? SimulationSupport for Component-Based Process Design <strong>in</strong>Logistics. In: Y. Merkuryev, R. Zobel, E. Kerckhoffs(eds.), <strong>Proceed<strong>in</strong>gs</strong> of ECMS 2005 – 19th EuropeanConference on Modell<strong>in</strong>g and Simulation, The EuropeanCouncil for Modell<strong>in</strong>g and Simulation, 2005, 31-36.Schenk, M. und Richter, K. 2005. Logistik <strong>in</strong>telligentsteuern. In: IFFOCUS – Logistik verb<strong>in</strong>det, Heft 1/2005,12-16.Schmigalla, H. 1966. Methoden zur Vorausbestimmungdes wirtschaftlichsten räumlichen Strukturtyps und zuroptimalen Gestaltung räumlicher Strukturen desspanenden Fertigung <strong>in</strong> Masch<strong>in</strong>enbaubetrieben.Technische Hochschule Magdeburg, Fakultät fürMasch<strong>in</strong>enbau, Dissertation A, 1966.Scholz-Reiter, B.; Freitag, M.; Rekersbr<strong>in</strong>k, H.; Wenn<strong>in</strong>g,B. L.; Gorldt, C.; Echelmeyer, W. 2005. Auf demWeg zur Selbststeuerung <strong>in</strong> der Logistik – Grundlagenforschungund Praxisprojekte. In: G. Wäscher et al.(Hrsg.); Intelligente Logistikprozesse: Konzepte, Lösungen,Erfahrungen; Begleitband zur 11. MagdeburgerLogistiktagung; LOGiSCH: Magdeburg 2005.Stern, W. 1912. Die psychologischen Methoden der Intelligenzprüfungund deren Anwendung an Schulk<strong>in</strong>dern.In: 5. Kongress der experimentellen Psychologie; Berl<strong>in</strong>1912.Ten Hompel, M. 2005a. Das Internet der D<strong>in</strong>ge –autonome Objekte und selbstorganisierende Systeme derLogistik.[on-l<strong>in</strong>e]http://www.iml.fraunhofer.de/media/<strong>in</strong>ternetderd<strong>in</strong>ge.doc (24.10.2005).Ten Hompel., M. 2005b. Status – Perspektiven – Aspekte.In: Bundesvere<strong>in</strong>igung Logistik (BVL) e.V. (Hrsg.);Wachstum schaffen – Zukunft gestalten; Kongressbandzum 22. Deutschen Logistik-Kongress Berl<strong>in</strong>; DeutscherVerkehrs-Verlag: Hamburg 2005, 64-73.Tolujew, J. und Neumann, G. 1998. Variable Tracefilesfür nutzerorientierte Analysen <strong>in</strong> der Materialflußsimulation.In: <strong>Proceed<strong>in</strong>gs</strong> der Tagung „Simulation und Visualisierung’98“; SCS - Society for Computer SimulationInternational: Delft, Erlangen, Ghent, San Diego1998, 322-333.BIOGRAPHYGaby Neumann received a Ph.D. <strong>in</strong> Logistics from theUniversity of Magdeburg. She co-ord<strong>in</strong>ates the Europeanlogistics educators network for provid<strong>in</strong>g newtechnologies for logistics education <strong>in</strong>side the EuropeanLogistics Association (ELA-LogNet).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200660


THE ECR E-COACH: A VIRTUAL COACHING ENVIRONMENT TO IMPROVE UNDERSTANDINGAND IMPLEMENTATION OF EFFICIENT CONSUMER RESPONSE IN PRACTICEGaby NeumannOtto-von-Guericke University of MagdeburgP.O. Box 4120, D-39016 Magdeburg, GermanyE-mail: Gaby.Neumann@mb.uni-magdeburg.deStanislaw KrzyzaniakInstitute of Logistics and Warehous<strong>in</strong>g (ILiM)6, ul. Estkowskiego, POL-12345 Poznan, PolandE-mail: Stanislaw.Krzyzaniak@ilim.poznan.plKEYWORDSE-coach<strong>in</strong>g, supply cha<strong>in</strong> management, ECR,<strong>in</strong>telligent tutor<strong>in</strong>g, problem-based learn<strong>in</strong>g, pedagogicaldiagnosis, e-assessment.ABSTRACTEfficient Consumer Response (ECR) is a concept forsupply cha<strong>in</strong> improvement us<strong>in</strong>g many methods relatedto supply cha<strong>in</strong> management (SCM). To implement andrun this concept <strong>in</strong> practice well-tra<strong>in</strong>ed personnel isneeded closely collaborat<strong>in</strong>g throughout the entire supplycha<strong>in</strong>. The ECR e-coach realizes the idea of help<strong>in</strong>g aperson not to learn and ga<strong>in</strong> knowledge directly, but <strong>in</strong>actively creat<strong>in</strong>g and successfully pass<strong>in</strong>g <strong>in</strong>dividuallearn<strong>in</strong>g processes through guidance-on-demand (i.e.coach<strong>in</strong>g) <strong>in</strong> a virtual environment (e-coach<strong>in</strong>g). Thepaper presents the results of a project aim<strong>in</strong>g to supportthe implementation of ECR strategies <strong>in</strong> Poland andGermany by provid<strong>in</strong>g an e-coach for understand<strong>in</strong>g andimplement<strong>in</strong>g ECR. It discusses didactics implicationsand design rationales taken <strong>in</strong>to consideration, illustratese-coach content and functionality as implemented, andsummarizes lessons learned with regard to trans-national,<strong>in</strong>terdiscipl<strong>in</strong>ary collaboration and technologicalchallenges to be mastered.INTRODUCTIONEfficient Consumer Response (ECR) is a concept forsupply cha<strong>in</strong> improvement by collaboratively us<strong>in</strong>gappropriate methods of supply cha<strong>in</strong> management. Itfocuses on <strong>in</strong>creas<strong>in</strong>g the effectiveness of supply cha<strong>in</strong>sand aims at better respond<strong>in</strong>g to consumers’ needs atreduced costs along the whole supply cha<strong>in</strong> by closecooperation of all members of the supply cha<strong>in</strong>. Preconditionfor successful ECR implementation is a highlevel<strong>in</strong><strong>format</strong>ion flow from the sell<strong>in</strong>g po<strong>in</strong>t throughoutthe entire supply cha<strong>in</strong> by us<strong>in</strong>g common <strong>in</strong><strong>format</strong>ionstandards. The bus<strong>in</strong>ess partners <strong>in</strong> the supply cha<strong>in</strong>,from raw material suppliers to the retail bus<strong>in</strong>ess, usethese <strong>in</strong><strong>format</strong>ion for mean<strong>in</strong>gful market analysis,purposeful plann<strong>in</strong>g of production processes, distributionand mutual accounts of all elements of the supply cha<strong>in</strong>.With this, the ECR concept provides methods forovercom<strong>in</strong>g exist<strong>in</strong>g practical and content-related lacks<strong>in</strong> sphere of up-to-date solutions for truly <strong>in</strong>tegratedcooperation <strong>in</strong> supply cha<strong>in</strong>s and satisfy<strong>in</strong>g the hugedemand for such knowledge <strong>in</strong> the companies (seeLewandowska 2005).ECR has been developed for the distribution part ofthe supply cha<strong>in</strong>, especially with<strong>in</strong> the Fast-Mov<strong>in</strong>gConsumer Goods (FMCG) sector. It offers a number ofcomponents, which can be implemented as one wholepackage or – what seems to be common practice –<strong>in</strong>dependently over a certa<strong>in</strong> period of time. As <strong>in</strong> thecase of all supply cha<strong>in</strong> related concepts, putt<strong>in</strong>g ECR<strong>in</strong>to practice is not a k<strong>in</strong>d of the project to be run by as<strong>in</strong>gle company. Instead, its successful implementationrequires close cooperation of all parties <strong>in</strong>volved (i.e.manufacturer and distributor/retailer <strong>in</strong> general).Consequently, this causes a number of problems andchallenges to be faced and overcome, and calls for goodknowledge and understand<strong>in</strong>g of all relevant ECRcomponents and prerequisites for their efficientapplication. But this is just one side of ECRimplementation issues. The other is that the ECR conceptor at least some of its key elements can be applied asmeasures help<strong>in</strong>g to overcome some general problemsand shortages <strong>in</strong> a particular supply cha<strong>in</strong>. If this shouldbe the case, guidel<strong>in</strong>es for identify<strong>in</strong>g basic causes andways of most efficient improvements are needed. So,there is no doubt that to facilitate all ECRimplementation and execution activities companies mustbe offered a comprehensive tra<strong>in</strong><strong>in</strong>g support.From the didactics po<strong>in</strong>t of view this tra<strong>in</strong><strong>in</strong>g supportshould be based upon a constructivist design, whichassumes that <strong>in</strong> pr<strong>in</strong>ciple knowledge cannot be impartedAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200661


y a teacher or tra<strong>in</strong>er, but results from self-construct<strong>in</strong>gideas and concepts by the learner or tra<strong>in</strong>ee. The tra<strong>in</strong>ersupports this process by provid<strong>in</strong>g h<strong>in</strong>ts and feedback;his/her role changes from be<strong>in</strong>g a teacher towards act<strong>in</strong>gas a coach. The task of such coach consists <strong>in</strong> nondirectivequestion<strong>in</strong>g and help<strong>in</strong>g coaches to analyse andaddress their own challenges rather than offer<strong>in</strong>g adviceor direction.Aga<strong>in</strong>st this background, coach<strong>in</strong>g is to be understoodas help<strong>in</strong>g a person <strong>in</strong> actively creat<strong>in</strong>g and successfullypass<strong>in</strong>g <strong>in</strong>dividual learn<strong>in</strong>g processes through guidanceon-demand.It is a highly focused process that unlockspotential and maximizes performance at both the<strong>in</strong>dividual and organizational levels. It helps people ga<strong>in</strong>clarity, remove self-imposed limitations and <strong>in</strong>creasetheir self-reliance, so they can better leverage theirstrengths and help others to do the same. Coach<strong>in</strong>g helps<strong>in</strong>dividuals to develop critical <strong>in</strong>sight, br<strong>in</strong>g<strong>in</strong>g a newsense of purpose to their actions. It helps them to seewhere they are, where they want to go to, and how to getthere. It stirs them to contribute more. Coach<strong>in</strong>g is aformal system that results <strong>in</strong> positive, last<strong>in</strong>g change.E-coach<strong>in</strong>g is coach<strong>in</strong>g delivered over an electronicmedium. It focuses on the same goals as “regular”coach<strong>in</strong>g. A coach's goal would be to facilitate clientgrowth and potential by assist<strong>in</strong>g them <strong>in</strong> identify<strong>in</strong>gneeds, develop<strong>in</strong>g goals, build<strong>in</strong>g strategies to meet thesegoals, and provid<strong>in</strong>g support and encouragement <strong>in</strong> orderto ensure these goals may be met. E-learn<strong>in</strong>g by itselfaddresses more the use of technology for teach<strong>in</strong>g, wheree-coach<strong>in</strong>g has the power to represent a ‘teacher” <strong>in</strong> theprocess. Consequently, coach<strong>in</strong>g systems differ from<strong>in</strong>structional (e-learn<strong>in</strong>g) systems that only presentsubject matter (doma<strong>in</strong> knowledge) and that only checkwhether the student has understood the presentedmaterial. Coach<strong>in</strong>g systems are computer programs thatprovide an environment for learners to acquire skills <strong>in</strong>apply<strong>in</strong>g doma<strong>in</strong> knowledge and that assess and correctlearners <strong>in</strong> their performance. In a coach<strong>in</strong>g system thecoachee performs a task and the system (the e-coach)<strong>in</strong>terprets the performance of a student, i.e. it monitorsdiscrepancies between <strong>in</strong>tended results and actual results(see Muntjewerff and DeTombe 2004).THE IDEA AND VISION OF AN ECR E-COACHTak<strong>in</strong>g <strong>in</strong>to consideration both aspects, i.e. the needfor tra<strong>in</strong><strong>in</strong>g support on the implementation and executionof the ECR concept as well as the chance a coach<strong>in</strong>gapproach and especially e-coach<strong>in</strong>g offers,implementation of ECR strategies <strong>in</strong> Poland andGermany was supposed to be supported by provid<strong>in</strong>g ane-coach for understand<strong>in</strong>g and implement<strong>in</strong>g ECR (seeNeumann et al. 2006). This ECR e-coach will be aunique supporter for the ga<strong>in</strong><strong>in</strong>g, tra<strong>in</strong><strong>in</strong>g and applicationof ECR knowledge and competence. For this, it is basedupon high-quality multimedia learn<strong>in</strong>g material,<strong>in</strong>teractive assessment procedures and a library of termsand methods, examples and best practices, and guidel<strong>in</strong>esfor efficiently, effectively, and successfullyimplement<strong>in</strong>g ECR strategies <strong>in</strong>to supply cha<strong>in</strong>s. Theseelements are composed to form attractive e-learn<strong>in</strong>gmodules on the ECR topic <strong>in</strong> English, German, andPolish languages. Due to their well-structured designthey can be built <strong>in</strong> the learn<strong>in</strong>g management system oflocal preference (i.e. Lotus Learn<strong>in</strong>g Space, WebCT,Moodle, etc.) to meet specific needs of the differenttarget groups of both university students (undergraduatesas well as postgraduates) and logistics professionals(tra<strong>in</strong><strong>in</strong>g-on-the-job). Introduction of the e-coach <strong>in</strong>totraditional education and tra<strong>in</strong><strong>in</strong>g programmes willenable to apply a blended learn<strong>in</strong>g methodology for thespecific target group and learn<strong>in</strong>g content.However, the e-coach is not just a framework fordeliver<strong>in</strong>g learn<strong>in</strong>g material and accompany<strong>in</strong>g learn<strong>in</strong>gprocesses. It also provides additional coach<strong>in</strong>gfunctionality for the pre-learn<strong>in</strong>g process assist<strong>in</strong>g theuser <strong>in</strong> identify<strong>in</strong>g both his/her <strong>in</strong>dividual learn<strong>in</strong>g needsand the subject matter or context they are settled <strong>in</strong>. Withthis, special focus is put on <strong>in</strong>creas<strong>in</strong>g the active role of alearner <strong>in</strong> the learn<strong>in</strong>g process and especially his/herresponsibility for the design and success of the learn<strong>in</strong>g.Instead of learn<strong>in</strong>g what a teacher has decided to belearned, the learner is supported <strong>in</strong> understand<strong>in</strong>g whatthe practical problem is s/he might have and whichknowledge on theories, methods, procedures, bestpractices etc. might be of help to deal with the problemand f<strong>in</strong>ally solve it. This specifies the subject area andtopics to be mastered. Furthermore, and even if anexperienced practitioner would be able to self-identifythe context of a problem him/herself, <strong>in</strong> a second step thee-coach requires and supports self-reflection of ownknowledge and competence <strong>in</strong> these fields. In the end, alearn<strong>in</strong>g process is created that is tailor-made to the<strong>in</strong>dividual needs of the learner and customized for his/herpersonal level of understand<strong>in</strong>g and competence.This methodological support describes the differencebetween the coach<strong>in</strong>g and a teach<strong>in</strong>g/tra<strong>in</strong><strong>in</strong>g approach.Us<strong>in</strong>g <strong>in</strong><strong>format</strong>ion and communication technologies aswell as <strong>in</strong>telligent case-based reason<strong>in</strong>g <strong>in</strong> this processallows decoupl<strong>in</strong>g human coaches from somehow be<strong>in</strong>gpermanently on call. Thus, the ECR e-coach will be apersonal coach available anywhere and anytime to reacton <strong>in</strong>dividual needs for support. With this the e-coachgoes far beyond what is already available across Europeto support ECR-related tra<strong>in</strong><strong>in</strong>g, e.g. under theframework of the ECR Europe General Learn<strong>in</strong>gProgramme (see Penn<strong>in</strong>g and Karli 2004) whichcurrently comprises a variety of traditional class-roombased courses and sem<strong>in</strong>ars (http://www.ecrnet.org) only.Consequently, a learner is required to be on-the-spot forAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200662


participat<strong>in</strong>g <strong>in</strong> the workshops and ga<strong>in</strong> condensedknowledge on a certa<strong>in</strong> aspect of ECR. The ECR e-coachwill of course not replace those offers <strong>in</strong> total, but it is tobe understood as an additional opportunity to refresh orextend knowledge directly <strong>in</strong> the context of a specificproblem s/he has to deal with <strong>in</strong> his/her professionalenvironment (tra<strong>in</strong><strong>in</strong>g-on-the-job). Furthermore, it willallow university students to get <strong>in</strong> touch with ECRrelatedtopics even when their home universities do notoffer special courses on ECR or just mention this conceptwith<strong>in</strong> supply cha<strong>in</strong> education of different focus.HOW THE ECR E-COACH IS SUPPOSED TOWORKCorrespond<strong>in</strong>g to the nature of ECR as be<strong>in</strong>g based onknowledge from different fields and deal<strong>in</strong>g with variousand diverse problems the ECR e-coach implements amatrix approach reflect<strong>in</strong>g these two ma<strong>in</strong> basicperspectives. First, the e-coach should help the coach toidentify his/her <strong>in</strong>dividual needs:• Develop<strong>in</strong>g knowledge and skills <strong>in</strong> a certa<strong>in</strong> ECRrelatedarea head<strong>in</strong>g to better performance <strong>in</strong> andability of problem solv<strong>in</strong>g, or;• Tackl<strong>in</strong>g a just encountered specific problem <strong>in</strong> thecompany or supply cha<strong>in</strong> collaboration as a primarytask.These two reasons for access<strong>in</strong>g (tak<strong>in</strong>g advantage of)the e-coach may be <strong>in</strong>terl<strong>in</strong>ked and therefore may<strong>in</strong>tertw<strong>in</strong>e <strong>in</strong> the course of the coach<strong>in</strong>g and learn<strong>in</strong>gprocess. The f<strong>in</strong>al result – <strong>in</strong> terms of ga<strong>in</strong>ed knowledgeand skills as well as an ability to identify and solve aproblem – can be the same, but the stresses will be put <strong>in</strong>different ways. Tak<strong>in</strong>g this <strong>in</strong>to consideration the ECR e-coach needs to consist of two functional components: adiagnosis system and a learn<strong>in</strong>g environment.A well-structured and comprehensive diagnosissystem forms the key part for start<strong>in</strong>g the learn<strong>in</strong>gprocess (see Figure 1). As already expla<strong>in</strong>ed above ithelps <strong>in</strong> identify<strong>in</strong>g and specify<strong>in</strong>g <strong>in</strong>dividual learn<strong>in</strong>gneeds and thus <strong>in</strong> <strong>in</strong>itiat<strong>in</strong>g and self-creat<strong>in</strong>g apersonalized learn<strong>in</strong>g process. For this, the diagnosissystem is composed of different types of test<strong>in</strong>g toolslead<strong>in</strong>g – <strong>in</strong> an automatic way – to the follow<strong>in</strong>gconclusions:• Which problem <strong>in</strong> supply cha<strong>in</strong> management do Ihave to deal with, when observ<strong>in</strong>g particularsymptoms <strong>in</strong> my own company or supply cha<strong>in</strong>?• What is the particular field of knowledge – thelearn<strong>in</strong>g context – my personal <strong>in</strong>terests/needs aresettled down <strong>in</strong>?• What is my specific learn<strong>in</strong>g goal: ga<strong>in</strong><strong>in</strong>gknowledge or solv<strong>in</strong>g a problem?• What is my <strong>in</strong>itial state of knowledge or competencelevel regard<strong>in</strong>g my personal learn<strong>in</strong>g context andgoal?Lack ofknowledge(What is …?)Symptoms(out ofstocks etc.)The E-CoachProblemSpecificationChecklistsLack ofcompetence(How to …?)Problems(e.g.shr<strong>in</strong>kage)Environment(supply cha<strong>in</strong>or company)learn<strong>in</strong>gneedscontextmodulesThe E-CoachDecision Layerproblembaseddescriptionorientedlearn<strong>in</strong>gmodulestest/quizmodulecasemoduleassessmentmodulesThe E-CoachKnowledgeBaseFigure 1. The ECR e-coach structure.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200663


Depend<strong>in</strong>g on the outcomes of the diagnosis processthe coached person is guided on either a knowledgeorientedor rather a problem-oriented path of learn<strong>in</strong>gmodules match<strong>in</strong>g with his/her learn<strong>in</strong>g context and level(see Figure 2). As shown <strong>in</strong> Figure 1, a knowledgeorientedpath (A) focuses on a particular aspect or subjectarea of ECR and allows ga<strong>in</strong><strong>in</strong>g relatively wide-areaknowledge <strong>in</strong> this field (but perhaps at vary<strong>in</strong>g levels ofdetail). Follow<strong>in</strong>g such a path also helps to answerquestions like:• Which are the problems this particular knowledge isrelevant for?• If I go through those modules which k<strong>in</strong>d ofproblems I can better deal with afterwards?This way, any knowledge-oriented path alsocontributes to strengthen problem-solv<strong>in</strong>g competencerelated to the implementation of ECR <strong>in</strong> a supply cha<strong>in</strong>.In difference to this a problem-oriented path (B) clearlyaims at develop<strong>in</strong>g much more specific problem-solv<strong>in</strong>gcompetence by provid<strong>in</strong>g <strong>in</strong>structions and methodicalknowledge on how to solve a particular problem. Itespecially helps to answer questions like:• Knowledge from which fields might be of help tosolve my particular problem?• In which directions I might th<strong>in</strong>k to f<strong>in</strong>d a solution tomy particular problem?In the end, those modules which might belong to aparticular path correspond<strong>in</strong>g to the <strong>in</strong>dividual needs areidentified each of them deal<strong>in</strong>g with certa<strong>in</strong> aspects ofunderstand<strong>in</strong>g and implement<strong>in</strong>g Efficient ConsumerResponse <strong>in</strong> supply cha<strong>in</strong>s. Step (C) <strong>in</strong> the diagnosisprocess then decides about what a user should berecommended:BWhat isyour problem?Problem specificationcheck listProblem-oriented oriented Learn<strong>in</strong>g PathAKnowledge-orientedorientedLearn<strong>in</strong>g PathECRShr<strong>in</strong>kageRFID Technology……CWhat is…How to DesignRFID TechnologyHow to Run a SCby Use of RFIDHow to ApplyRFID <strong>in</strong> SCsHow to ImproveData AccuracyHow to Deal withExcessive StocksHow to ReduceLong Lead TimesHow to AvoidOut of StocksHow to ReduceShr<strong>in</strong>kage…Figure 2. How the ECR e-coach works.• Am I able to solve a respective problem related tothe identified aspect of ECR? => If so, we, forexample, might propose to go for exam<strong>in</strong>ation ofknowledge or certification of competence;• Do I need to know more about this particular aspectof ECR? => If so, we would <strong>in</strong>itiate a learn<strong>in</strong>gprocess and propose a learn<strong>in</strong>g path for this, which isoffered and guided-on-demand by the e-coach’slearn<strong>in</strong>g environment.The learn<strong>in</strong>g environment of the ECR e-coach isformed by a learn<strong>in</strong>g management system with a numberof modules as well as a wide range of <strong>in</strong><strong>format</strong>ion andcommunication tools embedded <strong>in</strong> it. To ensurefunctionality as described above the modules belong tothe follow<strong>in</strong>g ma<strong>in</strong> categories:• Description-oriented modules deliver knowledge ona specific aspect of ECR such as shr<strong>in</strong>kage or RFIDtechnology (What is …?);• Problem-based modules provide relevant knowledgefor identify<strong>in</strong>g, specify<strong>in</strong>g and solv<strong>in</strong>g a particularproblem, like shr<strong>in</strong>kage reduction or application ofRFID technology <strong>in</strong> supply cha<strong>in</strong>s (How to …?);Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200664


• Assessment modules enable <strong>in</strong>dividual knowledgeapplication and evaluation with<strong>in</strong> tests/quizzes atdifferent levels of difficulty with extended feedbackbe<strong>in</strong>g provided to the user;• A case study module supports free knowledgeapplication with<strong>in</strong> an <strong>in</strong>teractive supply cha<strong>in</strong>scenario by runn<strong>in</strong>g case studies at four levels ofdifficulty.With this, customization and <strong>in</strong>dividualisation of auser’s learn<strong>in</strong>g process and learn<strong>in</strong>g path accord<strong>in</strong>g tohis/her needs (result<strong>in</strong>g from current skills andknowledge level as well as the required targetcompetences) become possible by purposefully select<strong>in</strong>gthe suitable modules.A similar amount of flexibility and sensitivity to userneeds will also be provided by the diagnosis system.Generally, the diagnosis process (which from thepractical po<strong>in</strong>t of view can be based on a k<strong>in</strong>d of aquestionnaire or even check list) will dynamically selfadaptto the user <strong>in</strong> the course of respond<strong>in</strong>g to thequestions depend<strong>in</strong>g on the answers given. This meansthere are no fixed standard set and sequence of questionsto be answered, but a step-by-step selection andpresentation of questions follow<strong>in</strong>g the author<strong>in</strong>g-on-theflypr<strong>in</strong>ciple <strong>in</strong>stead. In some case, also some additionalor even “double check” questions may be asked.It is obvious that <strong>in</strong> the case where rather problemorientedneeds have been identified the question<strong>in</strong>gprocess will be longer and more sophisticated to get theright picture on the exact nature and complexity of theproblem and to configure the most appropriate paththrough the matrix of modules and/or their particularcomponents.In practice the outcome of this pre-learn<strong>in</strong>g andidentification process will be a set of tags set along thelearn<strong>in</strong>g path def<strong>in</strong><strong>in</strong>g subsequent steps and measurescheck<strong>in</strong>g and test<strong>in</strong>g achieved results and thus verify<strong>in</strong>gorig<strong>in</strong>ally def<strong>in</strong>ed learn<strong>in</strong>g paths. This eventually canlead to a dynamic reconfiguration of the learn<strong>in</strong>g path;the procedure for this is <strong>in</strong>cluded <strong>in</strong> the e-coach as well.Furthermore, the results of the <strong>in</strong>termediate tests will beused not only for reconfiguration, but also for repeat<strong>in</strong>g acerta<strong>in</strong> module or suggest<strong>in</strong>g/<strong>in</strong>itiat<strong>in</strong>g additionallearn<strong>in</strong>g loops.This general approach determ<strong>in</strong>es the ECR e-coachfunctionality. As it has been said, the most characteristicfeature of the presented concept is its matrix structure (asdepicted <strong>in</strong> Figures 1 and 2). With this, it supports both,the knowledge- and the problem-oriented approachwith<strong>in</strong> a customizable procedure. The crucial challengefor br<strong>in</strong>g<strong>in</strong>g the e-coach concept to life consists <strong>in</strong>implement<strong>in</strong>g its matrix-based coach<strong>in</strong>g functionality:• Structure and sub-structure knowledge on ECRrelatedaspects and problems <strong>in</strong> modules;• Def<strong>in</strong>e all relevant l<strong>in</strong>ks between particular modules;• Develop a reliable diagnostic system help<strong>in</strong>g a userto identify his/her weak po<strong>in</strong>ts and suggest suitablemodules.HOW THE ECR E-COACH LOOKS LIKEImplementation of the idea of the ECR e-coach is <strong>in</strong>progress. Concurrently a general mechanism enabl<strong>in</strong>gcoach<strong>in</strong>g functions and particular modules are be<strong>in</strong>gdeveloped. This approach allows for cont<strong>in</strong>uousmonitor<strong>in</strong>g of the quality and completeness of designedcomponents but for test<strong>in</strong>g and verify<strong>in</strong>g the generalcoach<strong>in</strong>g concept (by us<strong>in</strong>g different k<strong>in</strong>ds ofdemonstrators and prototypes). The follow<strong>in</strong>gcomponents have been completed until now:Learn<strong>in</strong>g modulesThe learn<strong>in</strong>g modules developed so far <strong>in</strong>troduce <strong>in</strong>tothe topic of Efficient Consumer Response <strong>in</strong> general andtake up current problems <strong>in</strong> supply cha<strong>in</strong> management(see Table 1):• The module “Introduction to ECR” covers the widerange of knowledge and <strong>in</strong><strong>format</strong>ion related to theEfficient Customer Response (ECR) concept. It aimsto provide an overview on the topic, to supportknowledge transfer on methods, tools, challengesand benefits of Efficient Consumer Response (ECR),and to fertilize implementation of ECR amongbus<strong>in</strong>ess partners <strong>in</strong> supply cha<strong>in</strong>s;• The module “Introduction to Shr<strong>in</strong>kage” embracesseveral issues which give an overview of theshr<strong>in</strong>kage problem <strong>in</strong> supply cha<strong>in</strong>s, such as generalproblems <strong>in</strong> stock keep<strong>in</strong>g, def<strong>in</strong>ition of shr<strong>in</strong>kage,sources of shr<strong>in</strong>kage and responsibility for shr<strong>in</strong>kage<strong>in</strong> the supply cha<strong>in</strong>. The aim of this module is tosupport knowledge transfer about the shr<strong>in</strong>kageproblem <strong>in</strong> supply cha<strong>in</strong>s and to raise awareness ofthis issue.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200665


Table 1. The ECR e-coach learn<strong>in</strong>g modules.Module Type Learn<strong>in</strong>g Goals ContentsIntroduction to ECR D Know basic terms on ECRIntroduction toShr<strong>in</strong>kage ReductionHow to ReduceShr<strong>in</strong>kageIntroduction to RFIDTechnologyHow to Apply RFID <strong>in</strong>Supply Cha<strong>in</strong>sDPDPKnow ECR methods and toolsKnow problems and benefits of ECRKnow about problems <strong>in</strong> stock keep<strong>in</strong>gKnow and be able to identify shr<strong>in</strong>kageUnderstand causes of shr<strong>in</strong>kageHave a basic idea on how to cope with shr<strong>in</strong>kageBe able to develop a strategy for reduc<strong>in</strong>gshr<strong>in</strong>kageKnow about the Shr<strong>in</strong>kage Reduction Roadmapand be able to apply itBe able to measure shr<strong>in</strong>kageKnow basic terms related to RFIDKnow about RFID technologyKnow RFID components and applicationsUnderstand problems <strong>in</strong> us<strong>in</strong>g RFIDKnow about possibilities, problems and chancesof apply<strong>in</strong>g RFID <strong>in</strong> supply cha<strong>in</strong>sBe able to <strong>in</strong>troduce RFID to supply cha<strong>in</strong>managementBe able to design RFID technologyBe able to run logistics processes and supplycha<strong>in</strong>s by use of RFIDTypes of learn<strong>in</strong>g modules: D = descriptive module; P = problem-based moduleChallenges <strong>in</strong> supply cha<strong>in</strong> collaborationDef<strong>in</strong>ition, objectives, benefits of ECRHistory and development of ECRECR componentsThe ECR Global ScorecardProblems <strong>in</strong> stock keep<strong>in</strong>gDef<strong>in</strong>ition, sources and effects of shr<strong>in</strong>kageResponsibilities and possibilities for cop<strong>in</strong>g withshr<strong>in</strong>kageCase studiesHow to develop a shr<strong>in</strong>kage reduction policyThe Shr<strong>in</strong>kage Reduction RoadmapHow to measure shr<strong>in</strong>kageCase studiesRFID technology (components, how it works,advantages, disadvantages)RFID applications (smart card, data verification,track<strong>in</strong>g & trac<strong>in</strong>g etc.)Global RFID Deployment (standards, national/regionalactivities)RFID and Privacy & SecurityDef<strong>in</strong>ition and components of RFIDRFID <strong>in</strong> a particular supply cha<strong>in</strong> context – yes or no?How to design RFID technologyHow to implement RFID <strong>in</strong> supply cha<strong>in</strong> managementHow to run a logistics process or supply cha<strong>in</strong> by use ofRFID• The module “Introduction to RFID Technology”expla<strong>in</strong>s RFID technology, its components andapplication, but also problems or challengesresult<strong>in</strong>g from the current state-of-development ofthis technology. With this, basic knowledge is to beachieved on what is beh<strong>in</strong>d the term RFID, how thistechnology works and what has to be taken <strong>in</strong>toconsideration when mak<strong>in</strong>g use of it <strong>in</strong> practicalapplication;• The module “How to Reduce Shr<strong>in</strong>kage” focuses onthe Shr<strong>in</strong>kage Reduction Roadmap <strong>in</strong>clud<strong>in</strong>g an<strong>in</strong>troductory description of the policy, methods andmeasures. It wants to deliver knowledge andunderstand<strong>in</strong>g on how to identify, prevent andreduce shr<strong>in</strong>kage <strong>in</strong> supply cha<strong>in</strong>s;• The module “How to Apply RFID <strong>in</strong> Supply Cha<strong>in</strong>s”presents practical <strong>in</strong>structions, general guidel<strong>in</strong>esand useful h<strong>in</strong>ts on when application of RFIDtechnology <strong>in</strong> a supply cha<strong>in</strong> might make sense, howthe appropriate components are selected and<strong>in</strong>tegrated <strong>in</strong> an application and how the supplycha<strong>in</strong> can be run by use of RFID technology.With this both types of modules descriptive ones andproblem-based ones are available to be selected and usedaccord<strong>in</strong>g to the needs of a particular target group or<strong>in</strong>dividual user. Generally, the target audience of thoselearn<strong>in</strong>g modules might cover:• Students (at private or public schools oruniversities);• Attendees of ECR learn<strong>in</strong>g programmes;• Supply cha<strong>in</strong> professionals, i.e. employees ofmanufacturers, retailers, and service providers.To achieve this, all modules are designed along thesame l<strong>in</strong>es and well structured accord<strong>in</strong>g to both logicsteps of knowledge acquisition and context-dependencyof knowledge units. Furthermore, requirements ofplatform-<strong>in</strong>dependent implementation have been met toallow embedd<strong>in</strong>g of one and the same module <strong>in</strong>to aWebCT-based learn<strong>in</strong>g environment as well as <strong>in</strong>to aLotus Learn<strong>in</strong>g Space. Each module works on its own,but can also be comb<strong>in</strong>ed with any other to form aparticular course (learn<strong>in</strong>g path). For this, modulecontent has been well-structured <strong>in</strong>to topics which arerespectively covered by separate web pages enrichedAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200666


with pictures and illustrated graphs, Macromedia Flashanimations (see Figure 3), examples or multimediaquizzes. Application of common design rationales to allpages ensures a similar look with<strong>in</strong> the modules, but alsosame navigation pr<strong>in</strong>ciples no matter which content ortopic is currently represented. For course creation, thel<strong>in</strong>k between <strong>in</strong>dependent learn<strong>in</strong>g modules is technicallybe<strong>in</strong>g realized through the <strong>in</strong>frastructure of the learn<strong>in</strong>gmanagement system they are embedded <strong>in</strong>.To provide context-related access to the topics (pages)a module always starts with a structured overview of itscontent. As Figure 4 shows for the module on“Introduction to ECR”, this m<strong>in</strong>dmap also providesFigure 3. Illustrat<strong>in</strong>g animations on the effects of Category Management (left: without; right: with).Figure 4. Module 1 – Introduction to ECR.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200667


<strong>in</strong>teractive hyperl<strong>in</strong>ks to the respective parts of themodule and therefore allows easy-to-use navigation.On the contrary, each of the pages conta<strong>in</strong>s a littlem<strong>in</strong>dmap logo be<strong>in</strong>g hyperl<strong>in</strong>ked to the overview pagefor return<strong>in</strong>g to the overall structure and/or easilyjump<strong>in</strong>g <strong>in</strong>to another topic of <strong>in</strong>terest. In general, thetopics mentioned <strong>in</strong> the overview form the ma<strong>in</strong> learn<strong>in</strong>gpath as the module’s author has suggested it. Additional<strong>in</strong><strong>format</strong>ion, cases, or illustrat<strong>in</strong>g animations can bereached from there via local hyperl<strong>in</strong>ks (and a return pathto the page this <strong>in</strong><strong>format</strong>ion has been called from)without leav<strong>in</strong>g this standard learn<strong>in</strong>g path the usereventually might follow.Assessment modulesFor <strong>in</strong>teractively apply<strong>in</strong>g ga<strong>in</strong>ed knowledge andassess<strong>in</strong>g any existent or achieved knowledge level onone’s own some test questions, exercises and case studieshave directly been embedded <strong>in</strong>to the modules. Inaddition to this a separate assessment moduleimplemented by use of Macromedia Authorware isavailable, too (see Figure 5).Figure 5. Quiz example “What does ECR mean?”This assessment module aga<strong>in</strong> and aga<strong>in</strong> creates newquizzes by comb<strong>in</strong><strong>in</strong>g on-the-fly questions of a vary<strong>in</strong>glevel-of-difficulty and from different topic areas. Aseparate question bank implemented <strong>in</strong> Microsoft Excelpools all questions <strong>in</strong>clud<strong>in</strong>g their right and wronganswers as well as their specific feedback.Each question is additionally characterized accord<strong>in</strong>gto its content by category, subject and topic <strong>in</strong><strong>format</strong>ion,whereas <strong>in</strong><strong>format</strong>ion on a question’s level-of-difficultyand type support the processes of its selection and use.To create a new quiz, only as many alternative questionsfor a particular topic as wished need to be selected andembedded <strong>in</strong>to the quiz frame (see Figure 6). If the userstarts the assessment module, a number of questions isselected at random from the available alternatives and put<strong>in</strong>to the pre-def<strong>in</strong>ed quiz structure. This way, every timea user re-starts the assessment module a quiz new tohim/her appears. Assum<strong>in</strong>g the question bank conta<strong>in</strong>s asufficient number of questions, the own state-ofknowledgeand conceptual understand<strong>in</strong>g can repeatedlytested without just re-produc<strong>in</strong>g what has been learnedbefore.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200668


ECR Question Banknumber category subject topic level type question answer 1 r/w feedback 11 term<strong>in</strong>ol <strong>in</strong>troduct ECR simple SC2 benefits <strong>in</strong>troduc ECR simple MCWhat doesanswer 1 r/w feedback 1ECR mean?What arebenefitsof ECR?answer 1 r/w feedback 1TestStructureandComponentstopicAtopicBtopicCTESTQuestion1: A1 ……………….Question2: B2 ………………Question3: A3 ………………Question4: C ………………..Question5: A2 ………………Question6: B3 ………………Question7: B1 ………………Figure 6. The ECR question bank and quiz module.Case study moduleIn contrast to the assessment module where a useranswers questions with<strong>in</strong> quizzes to give proof ofconceptual knowledge, the case study module enablesfree knowledge application with<strong>in</strong> an activity-orientedscenario. Here, the user has to get familiar with newsituations and eventually deal with different problems.Thus, s/he is expected to demonstrate competences byunderstand<strong>in</strong>g situations, apply<strong>in</strong>g methods and f<strong>in</strong>d<strong>in</strong>gappropriate solutions <strong>in</strong> an effective and efficient way.To provide an experience as authentic as possible afictitious supply cha<strong>in</strong> of three partners –raw materialsupplier, manufacturer of potato chips and retailer withdistribution centre, and a number of shops – has beencreated (see Figure 7).Each partner has a public website and a privateIntranet <strong>in</strong>clud<strong>in</strong>g various company-specific <strong>in</strong><strong>format</strong>ionand data. They cover all aspects of the company frompresent<strong>in</strong>g its vision, mission, history, products andservices (public <strong>in</strong><strong>format</strong>ion) to provid<strong>in</strong>g processdescriptions, staff lists, resource data, performance data,customer/purchase orders, stock levels etc. (private<strong>in</strong><strong>format</strong>ion).This scenario serves as case development framework;a specific case study is f<strong>in</strong>ally created by attach<strong>in</strong>gproblems or tasks to the supply cha<strong>in</strong> as a whole or anyof the partners <strong>in</strong>dividually (see Figure 8).F<strong>in</strong>ally, case studies with different targets and vary<strong>in</strong>glevels of difficulty result from this, which can aim at:(i)Characteriz<strong>in</strong>g a situation(The user describes the situation <strong>in</strong> the supply cha<strong>in</strong>or company e.g. by choos<strong>in</strong>g from differentdescriptions presented. Feedback is returneddirectly on his/her decision.);raw materialsuppliermanufacturerdistributioncenterretailer(ii)Identify<strong>in</strong>g problems or potential improvements(A list of problems and potential improvements ispresented to the user from which s/he chooses theones s/he identified. Feedback is returned directlyon his/her decision.);Figure 7. The e-coach supply cha<strong>in</strong> scenario.(iii) Recommend<strong>in</strong>g actions to solve problemsAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200669


(The user chooses from a set of actions/methods theones s/he recommends to use. The effects of his orher choices will be presented to him/her.);(iv) Apply<strong>in</strong>g methods to solve problems(The user applies certa<strong>in</strong> methods to solve theproblems as identified and specified before by useof tools (EXCEL based or others) provided tochoose from and work with. The results areassessed e.g. accord<strong>in</strong>g to an exemplary solution.).It is obvious, that those different types of cases dorequire different methods to support the user (guidanceon-demand)and also different ways for ga<strong>in</strong><strong>in</strong>g theuser’s results: whereas the first three types of case studiesmight force the user to answer questions or fill <strong>in</strong> a checklist.A case study of the last category can only beperformed with<strong>in</strong> the e-coach when sophisticated tools(similar to those be<strong>in</strong>g used <strong>in</strong> real supply cha<strong>in</strong>s to applythe ECR concept for solv<strong>in</strong>g particular problems <strong>in</strong>collaboration) are available.Therefore, the project focused on implement<strong>in</strong>g aframework and cases challeng<strong>in</strong>g the user <strong>in</strong> analys<strong>in</strong>gthe situation <strong>in</strong> any of the partner companies and thesupply cha<strong>in</strong> as a whole as well as identify<strong>in</strong>g problemsand potential improvements with them.Here, the user has to work selectively with thematerial available and delivers his/her results byanswer<strong>in</strong>g multiple-choice and match<strong>in</strong>g questions.This ability to get <strong>in</strong>to a situation, see problems andtheir causes as well as l<strong>in</strong>k these f<strong>in</strong>d<strong>in</strong>gs withknowledge about best practices or suggestions fromtheory as it is demonstrated by the user here forms thepre-condition for any purposeful and promis<strong>in</strong>g problemsolv<strong>in</strong>g at a later stage.M1 M1 M1 M1M1: Introduction to ECRCase 1 {problem; assignment}Case 2 {problem; assignment}Case n {problem; assignment}M2 M2 M2 M2M2: Introduction to Shr<strong>in</strong>kageCase 1 {problem; assignment}Case 2 {problem; assignment}Case n {problem; assignment}assignmentsubmission<strong>in</strong>terfacesupplycha<strong>in</strong>frameworkM3 M3 M3 M3M4 M4 M4 M4M3: How to Reduce Shr<strong>in</strong>kageCase 1 {problem; assignment}Case 2 {problem; assignment}Case n {problem; assignment}M4: Introduction to RFIDCase 1 {problem; assignment}Case 2 {problem; assignment}Case n {problem; assignment}methodstoolsM5 M5 M5 M5M5: How to Apply RFID <strong>in</strong> SC’sCase 1 {problem; assignment}Case 2 {problem; assignment}Case n {problem; assignment}Figure 8. How to create a case study with<strong>in</strong> the case module.WHAT ARE THE PROSPECTS FOR APRACTICAL USE OF THE ECR E-COACH?The ECR e-coach can be seen as a valuable supportfor all those who already have a certa<strong>in</strong> level ofknowledge <strong>in</strong> the field of supply cha<strong>in</strong>s and supply cha<strong>in</strong>management, but who wish to update and develop thisknowledge and competences towards the EfficientConsumer Response concept.Therefore, the target group comprises students, ofcourse, but the ECR e-coach much more addressesmanagers employed <strong>in</strong> companies where ECR (or at leastsome of its components) have just been, are be<strong>in</strong>g or willsoon be implemented.Serv<strong>in</strong>g these aims the ECR e-coach can be anexcellent supplement to the ECR Europe GeneralLearn<strong>in</strong>g Programme (GLP), which is an ECR <strong>in</strong>itiativecontent<strong>in</strong>g centrally adm<strong>in</strong>istrated and locally deliveredAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200670


educational programme that follows the guid<strong>in</strong>gpr<strong>in</strong>ciples and process methodologies that are endorsedby the Boards of ECR Europe and the National Initiatives(Penn<strong>in</strong>g and Karli 2004).The ECR e-coach can be used <strong>in</strong> a pre-tra<strong>in</strong><strong>in</strong>g phasefor all those who are go<strong>in</strong>g to attend any of theeducational forms offered by the ECR General Learn<strong>in</strong>gProgramme.One of its significant roles here could be levell<strong>in</strong>g theknowledge of attendees before they jo<strong>in</strong> the GLPcourses, sem<strong>in</strong>ars, or workshops. This is very importantespecially <strong>in</strong> a collaborative learn<strong>in</strong>g process.To understand if and to what extend the ECR e-coachis the supporter of those <strong>in</strong>dividual learn<strong>in</strong>g processes as<strong>in</strong>tended a first evaluation phase has been run <strong>in</strong> Englishlanguage with a small group of students from the PoznanSchool of Logistics (see Kopanska 2006).It focused on the learn<strong>in</strong>g environment of the e-coachand was therefore based on a guided learn<strong>in</strong>g processwith the e-coach materials.By use of a classical pre-/post-design with surveysand knowledge tests evaluation results f<strong>in</strong>ally gave proofof the usefulness of their contents, structure and design,but also <strong>in</strong>itiated further improvements of the materials,especially by <strong>in</strong>creas<strong>in</strong>g the amount of <strong>in</strong>teractivity,vividness and clarity.A second evaluation phase is currently runn<strong>in</strong>g. Here,students from the University of Magdeburg work withthe same elements <strong>in</strong> German language, as students fromPoznan do simultaneously with the Polish version.One of the key questions to be answered by this set-upis the <strong>in</strong>fluence of the language (home vs. foreign) on thelearn<strong>in</strong>g outcomes. For this, results of the secondevaluation stage will be compared with each other, butalso with those of the first evaluation.As ECR was found to be attractively foiled whereadvantages of e-coach<strong>in</strong>g could be demonstrated <strong>in</strong> themost spectacular way, the developed aide can easily beextended towards many other logistics issues, lead<strong>in</strong>g toa holistic educational tool enhanc<strong>in</strong>g competences andskills of logisticians of different levels of responsibility.SUMMARY AND OUTLOOKApply<strong>in</strong>g the pedagogical pr<strong>in</strong>ciple of coach<strong>in</strong>g to anemerg<strong>in</strong>g field of knowledge and competence likeEfficient Consumer Response with<strong>in</strong> a web-basedenvironment delivers a number of challenges to be faced.First, coach<strong>in</strong>g (and e-coach<strong>in</strong>g all the more) is morethan just guided learn<strong>in</strong>g. It requires to personalizelearn<strong>in</strong>g and to stay <strong>in</strong> close contact with the learner.Forward<strong>in</strong>g those tasks to a technical system can only besuccessful if:(i) Learn<strong>in</strong>g materials are designed <strong>in</strong> anappropriate way;(ii) True coach<strong>in</strong>g functionality <strong>in</strong> the form of asophisticated diagnosis component is provided.The process of develop<strong>in</strong>g and implement<strong>in</strong>g the ECRe-coach took both aspects <strong>in</strong>to consideration andmastered the challenges by select<strong>in</strong>g those fields ofknowledge that represent some crucial problems <strong>in</strong>today’s supply cha<strong>in</strong>s on one hand and creat<strong>in</strong>g wellstructured,attractive multimedia learn<strong>in</strong>g modules <strong>in</strong>English, German and Polish languages on the other.Coach<strong>in</strong>g functionality as discussed <strong>in</strong> this paper hasonly partially been implemented so far, ma<strong>in</strong>ly based oncommunication functionality, and learn<strong>in</strong>g support asprovided by the two learn<strong>in</strong>g management systems,WebCT and Lotus Learn<strong>in</strong>g Space, used.Because platform-<strong>in</strong>dependent implementation of thee-coach created some extra problems (e.g. when hav<strong>in</strong>gthe need to implement the assessment module by use of athird tool, Macromedia Authorware) and both projectpartners <strong>in</strong>dependently, but nearly simultaneously haddecided to change their learn<strong>in</strong>g management systemtowards a Moodle open source solution.Further progress <strong>in</strong> develop<strong>in</strong>g the diagnosis systemand with this <strong>in</strong> improv<strong>in</strong>g the quality and amount ofcoach<strong>in</strong>g functionality has been postponed until reimplementationon the new platform will have beenf<strong>in</strong>alised.Furthermore, some promis<strong>in</strong>g parallels to otherknowledge management approaches have been seenwhich most of all will help to improve and extend thematrix approach for identify<strong>in</strong>g learn<strong>in</strong>g needs andsubject-constra<strong>in</strong>ts (see Strubelt and Neumann 2006).The idea of hav<strong>in</strong>g not just a check list for identify<strong>in</strong>gan ECR-related problem, but another matrix more clearlycharacteriz<strong>in</strong>g problems by symptoms <strong>in</strong> the sense ofmeasurable parameters or observable effects will be atremendous help for supply cha<strong>in</strong> improvements <strong>in</strong>practice.Giv<strong>in</strong>g certa<strong>in</strong> characteristics and observations theright weight and be<strong>in</strong>g able to conclude on cause-effectcha<strong>in</strong>s <strong>in</strong> the right way despite of an <strong>in</strong>creas<strong>in</strong>g level ofcomplexity <strong>in</strong> real life situations, this will open upanother application area to the coach<strong>in</strong>g pr<strong>in</strong>ciple –different from and <strong>in</strong>dependent of a learn<strong>in</strong>g scenario.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200671


ACKNOWLEDGEMENTThe paper results from a project jo<strong>in</strong>tly run by the Ottovon-GuerickeUniversity of Magdeburg (Germany) andthe Institute of Logistics and Warehous<strong>in</strong>g <strong>in</strong> Poznan(Poland) k<strong>in</strong>dly funded by DAAD under the ProjectbasedPersonnel Exchange Programme.REFERENCESKopanska, J. 2006. Evaluation of the “Introduction toECR” Learn<strong>in</strong>g Module. In: MSL – MagdeburgerSchriften zur Logistik 23.Lewandowska, J. 2005. Determ<strong>in</strong>ants and Instruments ofSupply Cha<strong>in</strong> Effectiveness Creation <strong>in</strong> the FMCGSector. Doctoral thesis, University of Economics,Poznań.Muntjewerff, A. J. and D. J. DeTombe. 2004. A GenericEnvironment for Integrat<strong>in</strong>g Stream<strong>in</strong>g Video <strong>in</strong> LegalEducation - e-See. In: <strong>Proceed<strong>in</strong>gs</strong> of ED-MEDIA 2004 –World Conference on Educational Multimedia andHypermedia; Lugano (Switzerland), June 21-26, 527-532.Neumann, G.; Krzyzaniak, S.; Lewandowska, J.; Boruta,M. 2006. E-Coach for Understand<strong>in</strong>g and Implement<strong>in</strong>gEfficient Consumer Response <strong>in</strong> Supply Cha<strong>in</strong>s. In: MSL– Magdeburger Schriften zur Logistik 23.Penn<strong>in</strong>g, S. and B. Karli. 2004. General Learn<strong>in</strong>gProgramme. Guid<strong>in</strong>g Pr<strong>in</strong>ciples. ECR Europe 2004.Strubelt, H. and G. Neumann. 2006. Requirements forKnowledge Management Support to Implement ECR <strong>in</strong>Practice. In: MSL – Magdeburger Schriften zur Logistik23.BIOGRAPHYGaby Neumann received a Diploma <strong>in</strong> MaterialsHandl<strong>in</strong>g Technology from the Otto-von-GuerickeUniversity of Technology <strong>in</strong> Magdeburg and a PhD <strong>in</strong>Logistics from the University of Magdeburg. S<strong>in</strong>ce 2003,she has been Junior Professor <strong>in</strong> Logistics KnowledgeManagement there. S<strong>in</strong>ce 1991, she has been alsowork<strong>in</strong>g as part-time consultant <strong>in</strong> logistics simulation.didactics of teach<strong>in</strong>g logistics as well as logisticscompetence profil<strong>in</strong>g and assessment.She has widely published <strong>in</strong> the field and has been or isbe<strong>in</strong>g <strong>in</strong>volved <strong>in</strong> a couple of respective projects. She isauthor/co-author of two books, one educationalmultimedia module on warehous<strong>in</strong>g and a series of e-learn<strong>in</strong>g modules <strong>in</strong> logistics as well as of 26 journalpublications and 61 papers and presentations at nationaland <strong>in</strong>ternational conferences. 10/2001, Best PaperAward: The International Workshop on Harbour,Maritime & Multimodal Logistics Modell<strong>in</strong>g andSimulation 2001; 01/2002, Award “ExcellentDissertation” by the Association of German Eng<strong>in</strong>eers.Dr. Neumann is member of the German Association ofEng<strong>in</strong>eers (VDI) and co-ord<strong>in</strong>ates the European logisticseducators network for provid<strong>in</strong>g new technologies forlogistics education <strong>in</strong>side the European LogisticsAssociation (ELA-LogNet).Stanislaw Krzyzaniak is Deputy Director at the Instituteof Logistics and Warehous<strong>in</strong>g <strong>in</strong> Poznan, responsible forscientific & research developments <strong>in</strong> the Institute. He isalso employed as an academic teacher <strong>in</strong> the PoznanSchool for Logistics.His ma<strong>in</strong> research <strong>in</strong>terest is modell<strong>in</strong>g and optimisationof <strong>in</strong>ventory management problems. He is author and coauthorof ca. 50 papers. He was also a speaker for manynational and <strong>in</strong>ternational conferences. He is experiencedtra<strong>in</strong>er <strong>in</strong> logistics, especially <strong>in</strong>ventory management; <strong>in</strong>this field, he developed an advanced tra<strong>in</strong><strong>in</strong>g module. Hewas a project manager or consultant for more than 15advisory projects on behalf of Polish companies.Dr Krzyzaniak organised and developed the PolishNational Certification System for logisticians <strong>in</strong> theECBL framework. He is a graduate <strong>in</strong> eng<strong>in</strong>eer<strong>in</strong>g fromPoznan University of Technology and holds a PhD <strong>in</strong>eng<strong>in</strong>eer<strong>in</strong>g. S<strong>in</strong>ce November 1999, he has been VicePresident of the Board of the Polish LogisticsAssociation (PTL)Furthermore, he is member of the Board of the EuropeanLogistics Association (ELA), Chairman of the Board ofthe European Certification Board for Logistics (ECBL)and its Scientific Committee, member of the Transport <strong>in</strong>Logistics Section of the Transport Committee of thePolish Academy of Science.Her current activities and research <strong>in</strong>terests are ma<strong>in</strong>lyl<strong>in</strong>ked to fields like problem solv<strong>in</strong>g and knowledgemanagement <strong>in</strong> logistics, logistics simulation andplann<strong>in</strong>g, and technology-based logistics learn<strong>in</strong>g,Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200672


DEVELOPMENT OF WEB BASED GRAVITY MODEL FOR FORECASTING THE COMMUTERS' FLOWSMarija Bogataj 1 , Samo Drobne 2 , Oleg Gaiduchenko 31 University of Ljubljana, Faculty of EconomicE-mail: marija.bogataj@guest.arnes.si2 University of Ljubljana, Faculty of Civil and Geodetic Eng<strong>in</strong>eer<strong>in</strong>gE-mail: sdrobne@fgg.uni-lj.si3 Riga Technical University, Department of Modell<strong>in</strong>g and SimulationE-mail: olegs@itl.rtu.lvKEYWORDSRegional development, migrations, travel time,municipality, commuters’, gravity model, web basedgravity model.ABSTRACTMa<strong>in</strong> results of research performed at University ofLjubljana <strong>in</strong> Slovenia with<strong>in</strong> Socrates/ErasmusExchange Programme <strong>in</strong> the framework of the project‘Regional Development <strong>in</strong>fluenced by the newSchengen border regime and by improvedtransportation networks’, are presented <strong>in</strong> the paper. Anoverview of the problem that relates to populationmigration <strong>in</strong> Slovenia is given. It is aimed to attractlocal citizens to participate <strong>in</strong> gett<strong>in</strong>g <strong>in</strong><strong>format</strong>ion aboutregional development and <strong>in</strong>terregional migration -that is the recommendation of White Papers onEuropean Governance on how to enchase democracy <strong>in</strong>Europe with the aim to modernize European publicaction. The gravity model has been implemented as aweb-based application, where citizens couldparticipate and give an op<strong>in</strong>ion to policy-makersabout the forecast<strong>in</strong>g role and results of the model.INTRODUCTIONHuman migrations and periodical (daily or weekly)commut<strong>in</strong>g to job, school or for other activities areregarded as the most important factors <strong>in</strong>fluenc<strong>in</strong>gthe demographic and socio-economic compositions ofstatistical regions, the composition of central places onthe regional level or the compositions of the total areas ofsettlements <strong>in</strong> the regions and their <strong>in</strong>habitants. For thegeneral process of regional changes, an understand<strong>in</strong>g of<strong>in</strong>terregional migrations and daily or weekly commut<strong>in</strong>gis vital (Bogataj and Drobne 2005).Public participation <strong>in</strong> local environmental decisionmak<strong>in</strong>g,<strong>in</strong> the Slovenian population migrationproblem for example, has traditionally tended tofocus on attract<strong>in</strong>g citizens <strong>in</strong> decision-mak<strong>in</strong>gproblems. Traditionally public participation has beenlimited to the public right to know, <strong>in</strong>form<strong>in</strong>g the publicand the public right to object. The ability to def<strong>in</strong>e<strong>in</strong>terests, the actors, determ<strong>in</strong>e the agenda, assess risks,recommend<strong>in</strong>g solutions, and partake <strong>in</strong> the f<strong>in</strong>aldecision has traditionally been closed to the public.The use of the Web pages <strong>in</strong> such situations has thepotential to break down the barriers to participation bytak<strong>in</strong>g away certa<strong>in</strong> psychological elements that thepublic face. Consider<strong>in</strong>g that most peoples concernregard<strong>in</strong>g their surround<strong>in</strong>gs <strong>in</strong>volve spatial entities(mental maps, landmarks etc.) the use of GeographicIn<strong>format</strong>ion <strong>Systems</strong> (GIS) on the WWW has greatpotential for popular <strong>in</strong>volvement. This can be achievedthrough the analysis of web access logs to track thedecisions made by users of the on-l<strong>in</strong>e systems be<strong>in</strong>gdeveloped <strong>in</strong> this on-go<strong>in</strong>g research project.Us<strong>in</strong>g the standard statistical data such as - dailymigration, amount of employed or unemployedworkforce, time spend<strong>in</strong>g distances, are collectedus<strong>in</strong>g GIS, stored, represented <strong>in</strong> the computer,retrieved, analyzed, and displayed: first us<strong>in</strong>g the ExcelSpread Sheet Gravity model and after reproduced anddisplayed <strong>in</strong>to Web pages.As a result, the use of <strong>in</strong><strong>format</strong>ion technologies andgeographical <strong>in</strong><strong>format</strong>ion systems, the spatial-data aboutpopulation migration etc., has been performed as as<strong>in</strong>gle whole tool to facilitate <strong>in</strong>creas<strong>in</strong>g efficiencyfor the citizens <strong>in</strong> gett<strong>in</strong>g <strong>in</strong><strong>format</strong>ion.PROBLEM STATEMENTThe gravity model data bank <strong>in</strong> this study was builtus<strong>in</strong>g Census 2002 data based on Statistical Office of theRepublic of Slovenia. The base network data was builtbased on M<strong>in</strong>istry of Transport data (M<strong>in</strong>istry ofTransport of Republic of Slovenia 2005). Availableurban activity data, area, population, and employee, byzone and travel demand matrices by mode by districtzone were collected. The base year of the database was2002.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200673


Trip Generation ModelIn the 1880s E.G. Ravenste<strong>in</strong> published his laws ofmigration based upon a study of the 1881 census(Anjomani 2002). His ma<strong>in</strong> po<strong>in</strong>ts were as follows: Mostpeople migrate short distances; fewer people migrategreater distances. Mathematical statement for themigrations could be present as:1N ij =Dwhere N - is the number of migrants from town i to townj;D - is the distance between the two towns.But, it cannot be used as a predictive tool, i.e. it cannot beused to determ<strong>in</strong>e the level of migration between twotowns; it does not take <strong>in</strong>to account other factors such asemployment levels.The Ravenste<strong>in</strong>'s formula was upgraded and theregression model adopted for the trip production andattraction models and these are:0.41⎛0.720.13* ⎜Pop_i*Pop_j *KGDS_jD_DN_MIGR=⎝1.730.90d(t-GIS) *KGDP_i *KGDP_jwhere,i – <strong>in</strong>dex of municipality of orig<strong>in</strong>;j – <strong>in</strong>dex of municipality of dest<strong>in</strong>ation;D_DN_MIGR - commuter’s workers between Slovenemunicipalities (Census 2002);POP_i – population <strong>in</strong> zone i;POP_j – population <strong>in</strong> zone j;d(t-GIS) - time-spend<strong>in</strong>g distance calculated <strong>in</strong>OmniTRANS us<strong>in</strong>g the road network 2004 (<strong>in</strong> m<strong>in</strong>utes);KGDP_i - coefficient of Gross Domestic Product fromstatistical period 2003 <strong>in</strong> zone i;KGDP_j - coefficient of Gross Domestic Product fromstatistical period 2003 <strong>in</strong> zone j;KGDS_j - coefficient of Gross Salary = GDP <strong>in</strong> themunicipality / GDP <strong>in</strong> Slovenia <strong>in</strong> zone j;UEMJ_i - coefficient of unemployment <strong>in</strong> themunicipality = registered unemployment <strong>in</strong> themunicipality of orig<strong>in</strong> / registered unemployment <strong>in</strong>Slovenia <strong>in</strong> zone i;UEMJ_j - coefficient of unemployment <strong>in</strong> themunicipality = registered unemployment <strong>in</strong> themunicipality of dest<strong>in</strong>ation/registered unemployment <strong>in</strong>Slovenia <strong>in</strong> zone j.Specification of the model databaseThe basic model for this study consists of five jo<strong>in</strong>tlydependent endogenous variables. They <strong>in</strong>clude the rate ofij,0.650.23*UEMJ_i*UEMJ_j0.040.15⎞⎟⎠population growth (POP_zone(I, J)), the rate of timespend<strong>in</strong>g distances d(t-GIS), rate of Gross DomesticProduct (KGDP_zone(I, J)), the rate of Gross Salary(KGDS_J) and the rate of unemployment growth(UEMJ_zone(I, J)).Index i represent orig<strong>in</strong> and j represents dest<strong>in</strong>ation of aregion. Figure 1, as a quick reference, highlights all modelvariables for a few relationships (all database of gravitymodel <strong>in</strong>cludes 7099 relationships, those are thatrelationships, between which population migrations arehappens), <strong>in</strong>clud<strong>in</strong>g their expected signs.All described variables are expressed as the logarithm of thevariables <strong>in</strong> produc<strong>in</strong>g the regression model. As such, thecoefficients will constitute the elasticity’s.The simultaneous consideration of migration and economicvariables is reflected <strong>in</strong> our selection of endogenousvariables. In addition to the two-way causation between thesevariables, the more <strong>in</strong>tricate relationships should also beconsidered. For example, the effect of the dest<strong>in</strong>ation'smanufactur<strong>in</strong>g employment on migration is thought to be afunction of employment and population variables. Similarly,it is hypothesized that unemployment at the dest<strong>in</strong>ationaffects other endogenous variables, which, <strong>in</strong> turn, affectmigration.Figure 1. Model database representation (fragment).The model of the <strong>in</strong>fluence of the newly builthighways <strong>in</strong> terms of employment and commut<strong>in</strong>gbetween the regions of Slovenia purpose is to show theimprovements of daily commut<strong>in</strong>g and time spend<strong>in</strong>gdistances between regions after the new <strong>in</strong>vestments <strong>in</strong>roads, which will also <strong>in</strong>duce the transit traffic <strong>in</strong>Slovenia, <strong>in</strong>fluence the demand of land and land use <strong>in</strong> thecentral places of Slovenia. These parameters needed forsuccessful regional development.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200674


These results of a model require a short representationof the Excel model called gravity model which has beendeveloped by the University of Ljubljana and afterrepresented <strong>in</strong>to WEB by this paper author.Model variables explanation:1-ID REG I- code for region of orig<strong>in</strong>;2-IDMUNI- code of municipalities of orig<strong>in</strong>;3-IDREGJ - code for region of dest<strong>in</strong>ation;4-ID_MUN_J- code of municipalities of dest<strong>in</strong>ation;5- d(t)2004 - time-spend<strong>in</strong>g distance <strong>in</strong> 2004;6- sprd(t) - decrease of time-spend<strong>in</strong>g distance 2004-2013;7- skr_p_cap - decrease of time-spend<strong>in</strong>g distance percapita (only for those who travel by car) ;8 - d(t)napoved - new time-spend<strong>in</strong>g distance for thosewho travel by car;9 - delezOV - percentage of commuters travel<strong>in</strong>g by car<strong>in</strong> 2002;Figure 2. Short gravity model data.10 - dm 2002 - commuters <strong>in</strong> 2002;11 - dmnapoved - new volume trip (number ofcommuters) consider<strong>in</strong>g decrease of time-spend<strong>in</strong>gdistance for those who travel by car;12 - % - percentage of difference <strong>in</strong> volume trip 2002 -2013;13 Stevilo - difference <strong>in</strong> volume trip 2002 - 2013PROBLEM SOLUTIONThe MySQL storage and PHP script<strong>in</strong>g languagewere used <strong>in</strong> produc<strong>in</strong>g the web page of the gravitymodel. MySQL and PHP is an open source projects ofthe Apache Software Foundation and, not surpris<strong>in</strong>gly, itis the most popular Apache HTTP server add-onmodule, with around 40% of the Apache HTTP servershav<strong>in</strong>g PHP capabilities (O'Reilly 2002). PHP isparticularly suited to web database applications becauseof its <strong>in</strong>tegration tools for the Web and databaseenvironments. In particular, the flexibility of embedd<strong>in</strong>gscripts <strong>in</strong> HTML pages permit easy <strong>in</strong>tegration with theclient tier. Both PHP and MySQL are easy to use, fast,free, and powerful.Web-based model applicationWEB based gravity model <strong>in</strong>itiative is anapplication of GIS software program that provides theuser with the tools needed to map, measure, andanalyze urban migrations. WEB based gravity modelapplication enables users to analyze how Slovenian<strong>in</strong>frastructure affects: time-spend<strong>in</strong>g distances;value of population migration; changes of populationmigration <strong>in</strong> way of <strong>in</strong>frastructures changes. With thehelp of WEB based gravity model, local people can get<strong>in</strong>volved with the way their communities grow anddevelop. This computer application helps the user build abetter, more susta<strong>in</strong>able community for the future. Italso allows people to work together to f<strong>in</strong>d constructivesolutions <strong>in</strong> the decision mak<strong>in</strong>g of the populationmigration <strong>in</strong> future.In WEB based gravity model user throughGraphical User Interface (GUI) (see Figure 3) can makehis choose:• The region of orig<strong>in</strong>;• Region of dest<strong>in</strong>ation.After that, model will show results with detailedmap of Slovenian municipalities. Here user through GUIcan make his choose:• Municipality of orig<strong>in</strong> (which belongs to chosen -region of orig<strong>in</strong>);• Municipality of dest<strong>in</strong>ation (which belong tochosen region of dest<strong>in</strong>ation).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200675


In accordance with chosen data user will beprovided with the <strong>in</strong><strong>format</strong>ion of the gravity modelresults which are absolutely identical to the results ofExcel gravity model application that proves that WEBbasedgravity model has been programmed successfully.FUTURE DEVELOPMENTSThe strategy of <strong>in</strong>volv<strong>in</strong>g local community allowslocal people to identify issues and problems and putforward suggestions. The WEB based gravity modelprovides this research project with an opportunity to testout new methods of public participation by runn<strong>in</strong>g aparallel <strong>in</strong>itiative over the WWW.The system allows users to access background<strong>in</strong><strong>format</strong>ion relevant to the problem, access GIS datasets(digital map images) and <strong>in</strong><strong>format</strong>ion about these data.As well as uses these data to identify gravity modelresults accord<strong>in</strong>g to the user has chosen regions andmunicipalities.use pr<strong>in</strong>ciples, a key to the success of these systems willbe to develop them <strong>in</strong> ways, which hide the GIS andtechnical details beh<strong>in</strong>d a well-designed GUI. Allresponses are mouse driven us<strong>in</strong>g clickable icons andbuttons. All data explanations are provided to user formodel better understand<strong>in</strong>g. The system consists of:• A data viewer menu giv<strong>in</strong>g access to the gravitymodel data sets;• A data selection and preference weight<strong>in</strong>g menuallow<strong>in</strong>g users to select and weight <strong>in</strong>dividual regionsand municipalities and then submit a site searchrequest;• Results displayed allow users to view the result<strong>in</strong>gof the gravity model;• At the same time the questionnaire and dataanalysis that will be the part of Web-based Gravitymodel application <strong>in</strong> future development, isthe feedback to local authorities and regional<strong>in</strong>stitutions for improvement of spatial management.The system is extremely easy to use and requires noprior knowledge about GIS and gravity model or WEBFigure 3. Loaded Web-based gravity model.Three case study scenarios are be<strong>in</strong>g undertaken<strong>in</strong> this on-go<strong>in</strong>g research project at the local (gravitymodel), regional (GIS) and national (WEB) level. Theidea beh<strong>in</strong>d the ma<strong>in</strong> project <strong>in</strong>itiative is to <strong>in</strong>volvethe local community <strong>in</strong> the future regionaldevelopment. This is be<strong>in</strong>g coord<strong>in</strong>ated by the Prof.Marija Bogataj and assistant Samo Drobne, who arework<strong>in</strong>g <strong>in</strong> partnership with many active groups todevelop a strategy for the development of undevelopedregions <strong>in</strong> Slovenia.A system already exists which demonstrates theuse of a WEB-based gravity model Support System onthe Internet <strong>in</strong> Slovenia. The URL for this on-l<strong>in</strong>esystem is: http://193.2.92.34/.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200676


CONCLUSIONSThe ma<strong>in</strong> goal of work had been done is theDevelopment of WEB-based gravity model.In this purpose it was necessary <strong>in</strong> obligatory wayto make studies about empirical analysis of <strong>in</strong>ternalmigration <strong>in</strong> Slovenia for next 10 years, a simultaneousequation model, gravity model of migration wasconstructed by University of Ljubljana and studiedand after represented <strong>in</strong>to WEB by this paper author.The types of systems be<strong>in</strong>g developed <strong>in</strong> researchbe<strong>in</strong>g undertaken by the author, hides the complexityof the gravity model beh<strong>in</strong>d friendly, easy to useGraphical User Interface while still reta<strong>in</strong><strong>in</strong>g the ability tobuild up several scenarios or proposals based on particulardecision choices made by the <strong>in</strong>dividual.This paper has argued that provid<strong>in</strong>g open access toparticular decision-mak<strong>in</strong>g problems over the WEB willplay an <strong>in</strong>creas<strong>in</strong>g role <strong>in</strong> the way of future improvements.The practical development and test<strong>in</strong>g of thesesystems will help direct the future of publicparticipation <strong>in</strong> environmental decision-mak<strong>in</strong>g by us<strong>in</strong>gGIS and the gravity model on the WEB.To be able to participate <strong>in</strong> spatial decisions as a partof spatial management is one of the ma<strong>in</strong> duties described<strong>in</strong> White Paper on European Governance, which wasadopted by the European Commission <strong>in</strong> July 2001.White Paper on European Governance conta<strong>in</strong>s a seriesof recommendations on how to enhance democracy <strong>in</strong>Europe and boost the legitimacy of the <strong>in</strong>stitutions.The aim is to modernize European public action <strong>in</strong>order to <strong>in</strong>crease the accountability of Europeanexecutive bodies to the elected assemblies and open upthe Union's decision-mak<strong>in</strong>g procedures to allow citizensto participate <strong>in</strong> mak<strong>in</strong>g decisions, which concern them.As part of the process of prepar<strong>in</strong>g the White Paper onGovernance, a report (White Paper on EuropeanGovernance Report by Work<strong>in</strong>g Group 3b,Decentralization Better <strong>in</strong>volvement of national, regionaland local actors, 2001) produced by the Commission hadsubmitted recommendations on the best ways to achievegeographical decentralization of European governancewith a view to <strong>in</strong>crease the <strong>in</strong>volvement of national,regional and local players <strong>in</strong> design<strong>in</strong>g and apply<strong>in</strong>gEuropean standards and policies.ACKNOWLEDGEMENTAuthors are thankful Prof. Yuri Merkuryev,department of Modell<strong>in</strong>g and Simulation, Riga technicalUniversity that <strong>in</strong>itiated cooperation between twoUniversities and actively supported this research. Thepresent paper is also supported by the EC Leonardo daV<strong>in</strong>ci project LOGIS MOBILE LV/04/B/F/PP-172.001“Competence Framework for Mobile On-SiteAccelerated Vocational Tra<strong>in</strong><strong>in</strong>g <strong>in</strong> Logistics In<strong>format</strong>ion<strong>Systems</strong>”.REFERENCESBogataj, M., and S. Drobne. 2005. Does theimprovement of roads <strong>in</strong>crease the daily commut<strong>in</strong>g?White Paper on European Governance Report byWork<strong>in</strong>g Group 3b. 2001. Decentralization Better<strong>in</strong>volvement of national, regional and local actors,.O'Reilly. 2002. Web Database Applications withPHP &MySQL, O'Reilly & Associates, Inc.Gravenste<strong>in</strong> Highway North, Sebastopol.M<strong>in</strong>istry of Transport of Republic of Slovenia 2005..M<strong>in</strong>istry of Transport, Roads Office, 2005: Roadcategorisation <strong>in</strong> Slovenia...Anjomani, A. 2002. Regional growth and <strong>in</strong>terstatemigration, School of Urban & Public Affairs,University of Texas at Arl<strong>in</strong>gton.BIOGRAPHYMarija Bogataj, Dr., Professor at the University ofLjubljana. E-mail: marija.bogataj@guest.arnes.siSamo Drobne, lecturer, University of Ljubljana. E-mail:sdrobne@fgg.uni-lj.siOleg Gaiduchenko, Eng<strong>in</strong>eer, Department of Modell<strong>in</strong>gand Simulation, Riga Technical University. E-mail:olegs@itl.rtu.lvAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200677


INFLUENCE OF MARKET REGULATION PROCESSES ON COMPETITION WITHIN ELECTRONICCOMMUNICATIONS INDUSTRYJuris B<strong>in</strong>deUniversity of Latvia, Faculty of Economics and ManagementAspazijas bulv. 5, Riga, LV-1050E-mail: d30247@lu.lvKEYWORDSElectronic communications <strong>in</strong>dustry, competition,competitive forces, regulatory environment, regulationex-ante, market liberalization, <strong>in</strong>put-output model.ABSTRACTCompetition with<strong>in</strong> telecommunications market <strong>in</strong>Latvia has experienced rapid development over the recentyears. This development has been promoted by severalobjective factors, such as economic growth of thecountry that facilitates <strong>in</strong>creased demand fortelecommunications services, and the <strong>in</strong>creas<strong>in</strong>g qualityrequirements set forward by the customers. Promotion ofcompetition <strong>in</strong> the communications sector is assigned tothe national regulatory body which is responsible forissu<strong>in</strong>g operational licenses, develop<strong>in</strong>g methodology fortariff calculations and, <strong>in</strong> specific cases, establish<strong>in</strong>geconomically grounded tariffs, as well as perform<strong>in</strong>gquality and safety control of the providedtelecommunications services.The aim of the paper is to assess <strong>in</strong>fluence of marketregulation processes on competition with<strong>in</strong> electroniccommunications market <strong>in</strong> Latvia, by apply<strong>in</strong>g EuropeanUnion (EU) and national legislation on marketregulation, as well as exam<strong>in</strong><strong>in</strong>g competition from theclassical po<strong>in</strong>t of view of economics. To assess theefficiency of national regulatory body (Public UtilitiesRegulation Commission) <strong>in</strong> the telecommunication sectorthe <strong>in</strong>put-output model for public adm<strong>in</strong>istration isemployed.Author’s study proves that there exists a contradictionbetween economic and bus<strong>in</strong>ess <strong>in</strong>terpretation ofcompetition view<strong>in</strong>g competition as rivalry and<strong>in</strong>terpretation by the European Union view<strong>in</strong>gcompetition as adm<strong>in</strong>istratively and legally adjustableprocess. Therefore, the author suggests that ex-antepr<strong>in</strong>ciple proclaimed by the European Union is not fullyobeyed <strong>in</strong> practice, thereby, allow<strong>in</strong>g lobby<strong>in</strong>g <strong>in</strong>terestsof s<strong>in</strong>gle stakeholders at the regulatory body.Results of the study confirm the hypothesis thatregulatory environment has an essential impact oncompetition <strong>in</strong> the market and competitiveness ofenterprises. This factor cannot be qualified as a subdimensionof any of Porter’s five competitive forces.INTRODUCTIONCountries, whose social structure is based onpr<strong>in</strong>ciples of capitalism and free market economies,usually develop more rapidly than the states withsocialistic centralized planned economies. This pr<strong>in</strong>cipalhistoric difference has created essential differencebetween economy levels of the so-called „old” and„new” EU Member States and the well-be<strong>in</strong>g levels oftheir <strong>in</strong>habitants; the fact which is proved by Eurostatdatabase <strong>in</strong><strong>format</strong>ion regard<strong>in</strong>g different aspects(Eurostat 2006).Key economic development pr<strong>in</strong>ciples of theEuropean Union are def<strong>in</strong>ed <strong>in</strong> the so-called LisbonStrategy (Common 2006) that sets an aim for the EU tobecome the most competitive region <strong>in</strong> the global market.Historically competitiveness is considered the keystoneof free market and an axiom for free development ofeconomics thus it would be logical for the EU <strong>in</strong>stitutionsto support to the utmost free competition as one of thema<strong>in</strong> means to reach goals set forth <strong>in</strong> Lisbon Strategy.The Republic of Latvia has adopted its Lisbon Nationalprogramme (National Lisbon Programme of Latvia for2005-2008, Cab<strong>in</strong>et of M<strong>in</strong>isters Order No.684 fromOctober 19, 2005.).Telecommunications <strong>in</strong>dustry has experienced rapiddevelopment over the recent years from comparativelysimple structure when the pr<strong>in</strong>ciple „one operator – oneservice – one country” was dom<strong>in</strong>at<strong>in</strong>g, <strong>in</strong>to a verycomplex structure with many mutually competitiveservice providers, different services, global accessibilityof services. Thus, the telecommunications <strong>in</strong>dustry hasbecome a very significant factor for implement<strong>in</strong>geconomic development strategy.One of the most widespread models applied forevaluat<strong>in</strong>g competition and competitiveness is M.Porter’s Model of five competitive forces (Porter 1979)and (Porter 1980). Author of this article has added thesixth force to Porter’s model– regulat<strong>in</strong>g environment asan essential factor <strong>in</strong>fluenc<strong>in</strong>g competition and companycompetitiveness, which is not to be qualified as sub-Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200678


dimension and <strong>in</strong>cluded with<strong>in</strong> any of the five forces(B<strong>in</strong>de 2006).Although over the recent years competitiveness <strong>in</strong>telecommunications sector <strong>in</strong> Latvia has experiencedrapid growth due to several objective factors, for<strong>in</strong>stance, economic development of the country result<strong>in</strong>g<strong>in</strong> <strong>in</strong>creas<strong>in</strong>g demand for telecommunication services and<strong>in</strong>creas<strong>in</strong>g quality requirements of the service set forth bycustomers, competition <strong>in</strong> the sector is not evaluated asvery strong. This is ma<strong>in</strong>ly determ<strong>in</strong>ed by specificity ofthe sector, as well as state policy for stimulat<strong>in</strong>gcompetition <strong>in</strong> the sector.In this paper the author has analyzed competition <strong>in</strong>the telecommunications sector as well as possibilities toregulate it from various aspects - its economic, legal andsocial <strong>in</strong>terpretation, as well as has assessed <strong>in</strong>fluence ofthe adm<strong>in</strong>istrative regulation on the telecommunications<strong>in</strong>dustry <strong>in</strong> Latvia.ECONOMIC INTERPRETATION OFCOMPETITION - DEFINITIONSEconomic and bus<strong>in</strong>ess <strong>in</strong>terpretations ofcompetitiveness are closely related and are associatedwith rivalry. Goods and services will be obta<strong>in</strong>ed fromthe company ensur<strong>in</strong>g, accord<strong>in</strong>g to customer, “more forthe same amount of money”. Thus, competition strives toremunerate the manufacturers and/or suppliers work<strong>in</strong>gmost efficiently and directs the economy towards moreefficient use of resources (Friedman 2000).From the bus<strong>in</strong>esses po<strong>in</strong>t of view competition is arivalry between manufacturers of goods present <strong>in</strong> themarket and/or service providers (merchants) for suchgoods manufactur<strong>in</strong>g and services provid<strong>in</strong>g terms thatwould ensure for them long-term profit.At the same time competition is a mechanism thatregulates proportions <strong>in</strong> manufactur<strong>in</strong>g. The two keyforms of competition are price and non-price. Theseforms of competition are active at a time and <strong>in</strong> mutual<strong>in</strong>teraction (Niedritis 2001) (page 6).Customer, who tak<strong>in</strong>g <strong>in</strong>to account its own <strong>in</strong>terest,chooses goods or services, ensures objectivity of anycompany’s evaluation. Competition is the most efficientand cheapest control method of economics that does notcost much to the public. Such control is an important anddynamic force and makes the manufacturer and seller toth<strong>in</strong>k and act <strong>in</strong> order to reduce costs and price, by<strong>in</strong>creas<strong>in</strong>g sales volume <strong>in</strong> order to improve quality ofgoods (services) and, what is most important, to fight forclients and orders (Niedritis 2001) (page 9).Un<strong>in</strong>terrupted improvement of processes and methodsunder healthy competition results <strong>in</strong> reduction ofexpenses. Consequently, quality of goods and services<strong>in</strong>creases. Innovation creates new and better approachesto production and service provid<strong>in</strong>g processes andspreads rapidly. Market players that are unable tocompete are forced to reorganize or to leave the market.Prices decrease due to <strong>in</strong>creased volumes and the marketexpands. Such, accord<strong>in</strong>g to Porter [8] is the pace ofdevelopment for well-function<strong>in</strong>g <strong>in</strong>dustries, for <strong>in</strong>stance,computers and <strong>in</strong><strong>format</strong>ics <strong>in</strong>dustry, mobiletelecommunications, bank bus<strong>in</strong>ess and many others.CIVIL RIGHTS AREA, REGULATION, ANDCOMPETITIONMerchant, when develop<strong>in</strong>g commercial policy andestablish<strong>in</strong>g commercial relations with clients,cooperation partners, suppliers acts <strong>in</strong> the area of civilrights.Pr<strong>in</strong>ciple of private autonomy is the ma<strong>in</strong> pr<strong>in</strong>ciple <strong>in</strong>the area of civil rights, which establishes that eachsubject of civil rights may act freely by us<strong>in</strong>g its owndiscretion. This <strong>in</strong>cludes also the freedom to establish oravoid establish<strong>in</strong>g legal relations with other persons byus<strong>in</strong>g one’s own subjective judgement.Yet, the freedom guaranteed by pr<strong>in</strong>ciple of privateautonomy has restrictions (Porter 2004). Restrictions toprivate autonomy set by the state are very different andserve different purposes – especially for protection of theother contract<strong>in</strong>g party, ensur<strong>in</strong>g rights of m<strong>in</strong>ority <strong>in</strong>associations of persons or protection of other public<strong>in</strong>terests.Depend<strong>in</strong>g on the specific public <strong>in</strong>terest, the stateprovides for different imperative restrictions of different<strong>in</strong>tensity, prohibitions to perform certa<strong>in</strong> activities aswell as performs regulation of activities <strong>in</strong> specific<strong>in</strong>dustries. In the first case the respective merchant has anobligation to obey norms of legislation and respectrestrictions imposed by the state, while the state<strong>in</strong>stitutions supervise adherence to the respective norms(ex-post regulation).However, <strong>in</strong> the second case state <strong>in</strong>stitutions monitormarket development regularly and impose regulat<strong>in</strong>gduties on a merchant, based on its economic status <strong>in</strong> themarket, to avoid competition problems <strong>in</strong> future (ex-anteregulation).Regulation as a state supervision and controll<strong>in</strong>gmeans <strong>in</strong> Western-type economics is characteristic only<strong>in</strong> very specific cases, to satisfy specific public needs.The Oxford Dictionary for the Bus<strong>in</strong>ess World (TheOxford 1993) def<strong>in</strong>es the term „regulation” asgovernment rules that govern decisions of companies,especially monopolies or oligopolies, to elim<strong>in</strong>ate use oftheir market status for gett<strong>in</strong>g unfair benefit. Regulationmight be perceived as an alternative to nationalisation,Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200679


for <strong>in</strong>stance, several branches that have previously beennationalized <strong>in</strong> the United K<strong>in</strong>gdom, are regulated <strong>in</strong> theUSA.Thus, regulation is a specific state surveillance andcontrol form that exceeds „ord<strong>in</strong>ary” level of state<strong>in</strong>tervention <strong>in</strong> economics and is characteristic toeconomic <strong>in</strong>dustries that lack efficient competition due todef<strong>in</strong>ite reasons.In the European Union regulatory supervision of an<strong>in</strong>dustry is exercised <strong>in</strong> sectors were the so-calledservices of general economic <strong>in</strong>terest or public servicesare provided. Pursuant to the Green paper of theEuropean Commission (May 21, 2003) — Green paperon Services of General <strong>in</strong>terest (Brussels 2003) – serviceof general economic <strong>in</strong>terest is a service that <strong>in</strong>creasesquality of life for all citizens and overcomes socialexclusion and isolation. Such services the EuropeanUnion regards as very important for <strong>in</strong>creas<strong>in</strong>g wellbe<strong>in</strong>gof people and regard necessary to ensureimplementation of person’s fundamental rights.The European Commission has <strong>in</strong>cluded <strong>in</strong> the„basket” of services of general economic importanceelectricity and gas provid<strong>in</strong>g services, passenger railroadand road transportation services, fixed and mobiletelecommunications and postal services.Specific character of all the abovementioned servicesdiffers from classical service provid<strong>in</strong>g entrepreneurship.Companies of this sector differ from companies <strong>in</strong> othereconomic sectors s<strong>in</strong>ce they are <strong>in</strong> state of exception to acerta<strong>in</strong> degree. These services shall be delivered toclearly def<strong>in</strong>ed service usage places –production placesand offices or places of residence. For provid<strong>in</strong>g theseservices a network <strong>in</strong>frastructure has to be establishedand ma<strong>in</strong>ta<strong>in</strong>ed – both physical (cables, pipel<strong>in</strong>es, rails),and <strong>in</strong>stitutional (branch offices, stations and deliveryservices).To establish and ma<strong>in</strong>ta<strong>in</strong> such an <strong>in</strong>frastructure, big<strong>in</strong>vestment is needed constantly. Accession networkcosts for separate consumers may form up to 60-70% oftotal <strong>in</strong>frastructure costs. Pr<strong>in</strong>ciple of economy of scaledoes not function <strong>in</strong> these sectors – service cost perproduction unit actually does not decrease when marketscale <strong>in</strong>creases. Due to the costs, the network has to be<strong>in</strong>tensively exploited for provid<strong>in</strong>g services and it is noteconomically profitable to duplicate it.Due to some objective peculiarities competitionprocesses <strong>in</strong> utilities sectors differ and areunderdeveloped, market <strong>in</strong> the sectors will never beperfectly compet<strong>in</strong>g. Historically powerful naturalmonopolies had formed <strong>in</strong> all countries. Majority of thesecompanies were public monopolies <strong>in</strong> which thecompany owner was the legislator and companyexecutive, as well.Unfortunately, the monopolies are not sufficientlyefficient, relation between quality of provided servicesand the price <strong>in</strong> many cases does not meet the economicand social needs of the state. By tak<strong>in</strong>g <strong>in</strong> the role ofcompetition <strong>in</strong> stimulat<strong>in</strong>g <strong>in</strong>dustry development, aregulat<strong>in</strong>g norm on liberalization of telecommunicationsmarket was adopted for the EU Member States.To reduce at the same time direct <strong>in</strong>terference of statepoliticians <strong>in</strong> the economic processes a system forregulat<strong>in</strong>g public utilities was established, that if theNational Regulatory Authority (NRA) reports to the stateabout its activities yet the state could change neitherdecision makers nor their decisions. The follow<strong>in</strong>g taskswere entrusted to the NRA:• To provide consumers with possibility to receivequalitative services <strong>in</strong> the whole territory of thecountry for economically reasonable prices,• To stimulate opportunity to choose, simultaneouslystimulat<strong>in</strong>g efficiency of service providers anddevelopment based on <strong>in</strong>vestments, thus ensur<strong>in</strong>greasonable profit.Yet, it must be noted that regardless of the clearlydef<strong>in</strong>ed regulatory pr<strong>in</strong>ciples of the <strong>in</strong>dustry, regulationas process directly <strong>in</strong>fluenc<strong>in</strong>g bus<strong>in</strong>ess environmentcannot be compatible with bus<strong>in</strong>ess activities under freecompetition circumstances. Especially it can be seen <strong>in</strong>those public utilities sectors where restricted resourcesare used, for <strong>in</strong>stance, radio frequency bandwidths, andnumber<strong>in</strong>g areas.Market regulation function that applies to all marketparticipants is two-directional or symmetrical and <strong>in</strong>relation to development of competition <strong>in</strong> the <strong>in</strong>dustry –not unambiguous, s<strong>in</strong>ce:• Direct regulation, by <strong>in</strong>terven<strong>in</strong>g <strong>in</strong> developmentprocesses of the <strong>in</strong>dustry by ensur<strong>in</strong>g to consumersthe best conditions for receiv<strong>in</strong>g services, reducespossibility for the <strong>in</strong>dustry to develop and <strong>in</strong>troduce<strong>in</strong>novations;• Stronger competition <strong>in</strong> the <strong>in</strong>dustry facilitates topositive development of both pre-conditions forreceiv<strong>in</strong>g service and development of pre-conditionsfor <strong>in</strong>novations;• If competition develops unfavourably for the<strong>in</strong>dustry and country’s economics, direct regulationshall <strong>in</strong>crease.These restrictions provide also that basic task ofregulat<strong>in</strong>g process is to f<strong>in</strong>d stable balance to reachagreement between consumers’ <strong>in</strong>terests, competition,and market development opportunities (see Figure 1).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200680


• Resources shar<strong>in</strong>g by provid<strong>in</strong>g possibility for thenew market player to use (rent) telecommunicationnetwork <strong>in</strong>frastructure (masts, towers, transmissionl<strong>in</strong>es) owned by SMP mobile telecommunicationsoperator;• Duty to rent network capacity usage right to otheroperators, or <strong>in</strong>troduction of national roam<strong>in</strong>g.Non-discrim<strong>in</strong>atory obligations and expensesjustification pr<strong>in</strong>ciples are logical and based on faircompetition and bus<strong>in</strong>ess ethics, besides mobiletelecommunication operators may easily implement suchan approach while the regulat<strong>in</strong>g <strong>in</strong>stitution – to control.Figure 1.Market Regulation Model(Lew<strong>in</strong> 2003).To stimulate development of competition <strong>in</strong> the<strong>in</strong>dustry, <strong>in</strong>volvement of new service providers is anessential function <strong>in</strong> the saturated service market sectors,<strong>in</strong> which almost all potential service users already receiveservices from the exist<strong>in</strong>g market participants. Switch ofa service provider for a client is not a self-evidentprocess, it is related to the so-called service providers’switch<strong>in</strong>g costs.This notion <strong>in</strong>cludes not only connection price,<strong>in</strong><strong>format</strong>ion is needed about the new supplier, it has toga<strong>in</strong> customers’ trust, time and energy is spent for changeof suppliers, <strong>in</strong>ertia should be overcome. Experience ofWestern countries shows that even by 15-20% lowerprices do not guarantee switch<strong>in</strong>g of customers to thenew market player (Karnitis 2002). Thus the ma<strong>in</strong>pr<strong>in</strong>ciple of regulation becomes evident – competitioneverywhere where it is possible, and regulation as much(less) as necessary.Second market regulation function is theasymmetrical or one-way regulation. In this case, theregulat<strong>in</strong>g <strong>in</strong>stitution first def<strong>in</strong>es the market participantor participants with significant market power (SMP), towhich tasks with regard to other market participants canbe entrusted later.This regulatory function shall be attributed to thefollow<strong>in</strong>g elements and factors:• Non-discrim<strong>in</strong>atory obligations provid<strong>in</strong>g formandatory to offer equal terms for all the marketplayers (f<strong>in</strong>ancial, technical, legal);• Expense validity pr<strong>in</strong>ciple that requires companywith SMP to approximate price of services to costsand justify the structure of these expenses;F<strong>in</strong>ancial consequences caused by such obligationsboth for companies and on macroeconomic level arecomparatively easy to forecast.In its turn resources allocation and delegat<strong>in</strong>gobligation of national roam<strong>in</strong>g is contradictory s<strong>in</strong>ce <strong>in</strong>this case the regulatory <strong>in</strong>stitution directly <strong>in</strong>fluencescompetitive advantages of SMP operator. Consequencesof implement<strong>in</strong>g such duties and obligations are moreunpredictable s<strong>in</strong>ce there are risks that are impossible toassess fully. Author is of op<strong>in</strong>ion that the most essentialrisks are as follows:• Income of SMP operator will reduce and thus willthe <strong>in</strong>vestment <strong>in</strong>to development of mobiletelecommunications network <strong>in</strong>frastructure andcapacity;• With decreas<strong>in</strong>g capacity of mobiletelecommunications network, the quality of serviceswill deteriorate;• Investments <strong>in</strong>to <strong>in</strong>novations, <strong>in</strong>clud<strong>in</strong>g <strong>in</strong>troductionof new services, will decrease;• To reta<strong>in</strong> performance <strong>in</strong>dicators of mobiletelecommunications operators on the levelacceptable for shareholders, companies will have toimplement cost cutt<strong>in</strong>g, <strong>in</strong>clud<strong>in</strong>g reduction <strong>in</strong> thenumber of employees;• Due to reduced capital <strong>in</strong>vestments and companies’profit, amount of taxes paid to the state budget willdecrease;• Payments of the new mobile telecommunicationsoperators <strong>in</strong>to the state budget will not cover lossescaused by decreased amount of tax payments fromSMP mobile telecommunications operators;• Decrease <strong>in</strong> the number of employees will decreasesocial tax payments <strong>in</strong>to the state budget as well, itwill <strong>in</strong>crease unemployment, and sums to be paid asunemployment <strong>in</strong>surance and <strong>in</strong> worst case willfacilitate to emigration of qualified labour force fromLatvia.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200681


Without regard to the abovementioned risks andformally apply<strong>in</strong>g asymmetrical regulation, mobiletelecommunication market will face a situation whenonly relatively cheap but low quality primitive mobiletelecommunication services will be available <strong>in</strong> Latvia,with simultaneous deterioration of social, demographic,and economic situation <strong>in</strong> the state.REGULATORY SYSTEM IN LATVIAWith adoption of Law on Regulators of PublicServices on October 19, 2000, <strong>format</strong>ion of a two-levelsystem of public service regulation was launched. Firstlevel regulator, Public Utilities Regulation Commission(PUC) was delegated a responsibility to regulate publicutilities sector on the state level, while secondary level –local municipalities – regulators were delegated aresponsibility to regulate service providers of localimportance <strong>in</strong> the territories of respective municipalities.Before the reform regulatory functions wereperformed by different <strong>in</strong>stitutions: the M<strong>in</strong>istry ofTransportation, Energy Supply Regulation Council,Telecommunications Tariff Council and RailroadAdm<strong>in</strong>istration, as well as local municipalities (SPRK2004) (see Figure 2). By tak<strong>in</strong>g over the functions of theabovementioned regulation <strong>in</strong>stitutions (exceptregulatory functions of local municipalities), a multisectorutility regulator was launched <strong>in</strong> 2001, whichsupervises energy, electronic communications, and postand railroad transportation sectors on the state level.Objectives of PUC are to protect public utilitiesconsumer <strong>in</strong>terests and promote the development ofpublic service providers. To reach this goal, NRAimplements the follow<strong>in</strong>g basic functions (SPRK 2004):• Promotes competition <strong>in</strong> regulated sectors;• Issues licences, registers General Authorizations andsupervises the adherence to their conditions;• Sets tariff calculation methodologies;• Sets tariffs <strong>in</strong> compliance with economicallyjustified expenses;• Supervises the compliance of services withrequirements for quality and safety,• Performs out-of-court settlement of disputes forcompanies of the sector;• Informs the public about the activities of publicservices providers <strong>in</strong> provid<strong>in</strong>g public utilities.When perform<strong>in</strong>g all the abovementioned functions,PUC obeys a range of key pr<strong>in</strong>ciples – all marketparticipants are ensured objectively grounded, fair andunified approach, thus ensur<strong>in</strong>g:• Uniform procedure for issu<strong>in</strong>g licences and permits;• Unified tariff calculation methodology, by sett<strong>in</strong>g”price cap”;• Openness <strong>in</strong> dispute settlement and decision mak<strong>in</strong>gprocess.REGULATION IN TELECOMMUNICATIONSINDUSTRYRegulation <strong>in</strong> the telecommunications <strong>in</strong>dustry isperformed ma<strong>in</strong>ly by the M<strong>in</strong>istry of Transportation, thefunctions of which <strong>in</strong>clude draft<strong>in</strong>g of <strong>in</strong>dustrydevelopment policy, determ<strong>in</strong>ation of general f<strong>in</strong>anc<strong>in</strong>gpr<strong>in</strong>ciples for universal telecommunications services,supervision of radio frequencies, draft<strong>in</strong>g of legislativeacts (laws and Cab<strong>in</strong>et Regulations) for the sector, andthe PUC which has been assigned all the practicalregulatory tasks. Parallel to this, telecommunications<strong>in</strong>dustry is <strong>in</strong>fluenced also by Competition Council andConsumer Rights Protection Centre with<strong>in</strong> the limits ofspecific laws under their authority.Figure 2. Regulatory Functions <strong>in</strong> the Latvia’s Telecommunication’s Industry(SPRK 2004) with author’s <strong>in</strong>terpretation.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200682


Pursuant to the guidel<strong>in</strong>es of electroniccommunications sector of the Republic of Latvia(Latvijas 2005), where the necessity is def<strong>in</strong>ed to ensureunified electronic communications sector regulation, byestablish<strong>in</strong>g open and transparent relations, all the<strong>in</strong>stitutions regulat<strong>in</strong>g the <strong>in</strong>dustry mutually cooperate:• Implementation of Acquis communautaire (legal actsand obligations of the European Union) – M<strong>in</strong>istryof Transportation and PUC;• Competitiveness – PUC and Competition Council,• Consumers’ rights protection – Consumer RightsProtection Centre and PUC;• Use and management of national resources –M<strong>in</strong>istry of Transportation and PUC.Guidel<strong>in</strong>es of electronic communications sector policyseparated the regulation of electronic communicationsnetwork, which <strong>in</strong>cludes service quality control andrestricted national resources management from themarket regulation issues.Market regulation issues were delegated to PUC,while Electronic Communications Agency at theM<strong>in</strong>istry of Transportation was delegated technicalregulation issues.PUC’s responsibility <strong>in</strong> regulat<strong>in</strong>g telecommunication<strong>in</strong>dustry was revised, by adopt<strong>in</strong>g ElectronicCommunications Law <strong>in</strong> year 2004.Basic tasks of the Regulator to <strong>in</strong>fluence developmentof the sector were set as follows (see Figure 3):• Def<strong>in</strong><strong>in</strong>g and analysis of telecommunicationsmarket, determ<strong>in</strong><strong>in</strong>g companies with essential impact<strong>in</strong> the market;• Development and implementation of tariffcalculation methodology and expenses calculationand attribut<strong>in</strong>g methodology;• Regulation of <strong>in</strong>terconnections and access (standard<strong>in</strong>terconnection and access agreements), promot<strong>in</strong>gcompetition <strong>in</strong> electronic communications <strong>in</strong>dustryand supervis<strong>in</strong>g adherence to normative acts <strong>in</strong>electronic communications <strong>in</strong>dustry;• Def<strong>in</strong><strong>in</strong>g service quality targets and controll<strong>in</strong>g theirimplementation, by mak<strong>in</strong>g public the qualitymeasurement results for companies of the sector;• Dispute settlement among telecommunicationscompanies regard<strong>in</strong>g issues related to<strong>in</strong>terconnections, access, jo<strong>in</strong>t usage of equipmentand leased l<strong>in</strong>es;• Protection of consumers’ <strong>in</strong>terests, by ensur<strong>in</strong>gopportunity to choose electronic communicationscompany, its electronic communications services,and tariffs of respective electronic communicationsservices.Market def<strong>in</strong><strong>in</strong>gand analysisConsumer<strong>in</strong>terests'protectionRegulat<strong>in</strong>g accessand<strong>in</strong>erconnectionPUCDispute settlementand claimsrevisionMonitor<strong>in</strong>gservice qualityDevelopment oftariff and expensesattribut<strong>in</strong>gmethodologyFigure 3. Regulatory Functions of Public UtilitiesRegulation Commission for Telecommunication’sIndustry (SPRK 2004) with author’s <strong>in</strong>terpretation.ACTIVITY EVALUATION OF NATIONALREGULATORY AUTHORITY INTELECOMMUNICATIONS INDUSTRYTak<strong>in</strong>g <strong>in</strong>to account suggestions of (Osborne andGaebler 1992) and based on model by (Pollitt andBouckaert 2000), Latvian scientists (Vanags and Vilka2005) have developed public management <strong>in</strong>put-outputmodel which <strong>in</strong> the op<strong>in</strong>ion of the author can be appliedfor evaluation of PUC (see Figure 4).The author has assessed all the functional elements ofthe applied model:Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200683


Figure 4. Public Management Input – Output model (Vanags and Vilka 2005).• Mission – to promote development of serviceproviders <strong>in</strong> the telecommunications <strong>in</strong>dustry, bypromot<strong>in</strong>g competition and protect<strong>in</strong>g <strong>in</strong>terests ofservice users.• Objectives – to ensure possibility to receiveun<strong>in</strong>terrupted, safe and qualitativetelecommunication services the tariffs (prices) ofwhich comply with economically reasonableexpenses.• Input:o Activity of the PUC is f<strong>in</strong>anced from <strong>in</strong>comereceived by collect<strong>in</strong>g state fee for regulation ofpublic services, which is fixed <strong>in</strong> the amount of0.2% from previous year’s net turnover of thecompany perform<strong>in</strong>g activities <strong>in</strong> the regulatedsector. In 2004 fund<strong>in</strong>g of PUC was 1,545,357LVL out of which 1, 337,180 LVL werereceived from pay-services and other own<strong>in</strong>come while 208,177 LVL were foreignf<strong>in</strong>ancial aid Phare 2002. When compared with2003, the <strong>in</strong>come has <strong>in</strong>creased by 28%;o Labour force resource has been constantly<strong>in</strong>creas<strong>in</strong>g through years of activity and <strong>in</strong> 2004it consisted of 83 employees that is by 5employees more than dur<strong>in</strong>g the previous year.o Activity – functions def<strong>in</strong>ed <strong>in</strong> “Law onRegulators of Public Services” and „ElectronicCommunications Law”.• Output 1 :o Pursuant to data of the Central StatisticalBureau, 16% of goods and services <strong>in</strong> theconsumer price <strong>in</strong>dex basket are services withregulated price, thus the tariffs of these servicesmay significantly <strong>in</strong>fluence the annual <strong>in</strong>flationrate;o In year 2004 total <strong>in</strong>crease of nom<strong>in</strong>al prices forregulated services was 5.4% that is less than the<strong>in</strong>crease for the price level <strong>in</strong> total. This <strong>in</strong>creasema<strong>in</strong>ly can be expla<strong>in</strong>ed by price <strong>in</strong>crease forfuel due to <strong>in</strong>creased oil price. While <strong>in</strong> 2003the nom<strong>in</strong>al prices of regulated services have<strong>in</strong>creased by 5.3% which <strong>in</strong>dicates that price<strong>in</strong>crease of regulated services <strong>in</strong> 2004 whencompared with previous period was by 0.1%more rapid.• Outcomes: PUC activity <strong>in</strong>dicators are characterisedby performance of competition promotion criteria.o Reduced price of services:→ Total price of regulated services has<strong>in</strong>creased by 5.4% <strong>in</strong> nom<strong>in</strong>al prices, yet,tak<strong>in</strong>g <strong>in</strong>to account yearly average <strong>in</strong>flation<strong>in</strong> the amount of 6.4%, <strong>in</strong> real prices the1 S<strong>in</strong>ce until February 20, 2006 only PUC Annualreport for 2004 was available for public, analysis doesnot <strong>in</strong>clude <strong>in</strong>dicators about the year 2005.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200684


tariffs of regulated services have decreasedby approximately 0.9%;→ Average <strong>in</strong>flation <strong>in</strong> 2003 was 2.9%;therefore, as a result the real prices ofregulated services <strong>in</strong>creased by 2.3%.o Option for clients to choose service providers:→→Start<strong>in</strong>g from 2003 both fixed and mobilecommunications are offered by more thanone operator; this fact provides for clientsopportunity to choose between severaloperators;As of December 2005 customers have anopportunity to change the provider oftelecommunication services, by reta<strong>in</strong><strong>in</strong>gtheir telephone number; this createsconsiderable decrease of expenses forchange of an operator.o Summary of the number of competitive serviceproviders and their market share:→ Until the end of 2004 operational licenceswere granted to approximately 300electronic communications companies, 89of which performed their activities <strong>in</strong> thesector of domestic voice telephony services,<strong>in</strong>clud<strong>in</strong>g 2 GSM and 2 UMTS licences;→ In 2004 market share of both mobilenetwork operators were estimated asapproximately equal, consequently none ofthem has disproportionate predom<strong>in</strong>ance <strong>in</strong>the <strong>in</strong>dustry.o New market players:→→In 2003 prepayment card Amigo offered byservice provider ZetCom becamerecognizable <strong>in</strong> the market;In 2004 operator Triatel act<strong>in</strong>g <strong>in</strong> CDMAsystem started its operations by us<strong>in</strong>g itsoperational licence that had been receivedprevious year.• Impact <strong>in</strong>dicators (level of mission implementation):o At the beg<strong>in</strong>n<strong>in</strong>g of year 2004, to adjust<strong>in</strong>terconnection tariff calculation procedure forcalls to another public fixed telecommunicationsnetworks, amendments were made tomethodology of Telecommunications servicestariffs calculation. Pursuant to procedureprovided <strong>in</strong> these amendments, dur<strong>in</strong>g year2004 the Committee approved 10 tariff projectsfor calls from fixed telecommunicationsoperator’s Lattelekom network to 19 otherpublic fixed telecommunications networks;o In year 2004 reports were received fromoperators of essential <strong>in</strong>fluence about theexpenses of provided services <strong>in</strong> 2003, whichwas the first time when detailed <strong>in</strong><strong>format</strong>ionwere made public about expenses of providedtelecommunications services.Author’s study proves that PUC mission isimplemented by promot<strong>in</strong>g <strong>in</strong><strong>format</strong>ion publicity <strong>in</strong>telecommunications <strong>in</strong>dustry, by develop<strong>in</strong>g tariffcalculation methodology, thus facilitat<strong>in</strong>g <strong>in</strong>troduction ofnew market players and decrease of actual prices.CONCLUSIONSWhen analyz<strong>in</strong>g <strong>in</strong>fluence of market regulationprocesses on electronic communications, andspecifically, mobile telecommunications <strong>in</strong>dustry, theauthor concludes that there exist contradiction betweeneconomic <strong>in</strong>terpretation of competition and bus<strong>in</strong>ess<strong>in</strong>terpretation view<strong>in</strong>g competition as rivalry and<strong>in</strong>terpretation by the European Union <strong>in</strong>stitutions view<strong>in</strong>gcompetition as an adm<strong>in</strong>istratively and legally adjustableprocess.Author’s study proves that ex-ante pr<strong>in</strong>cipleproclaimed by the European Union is not fully obeyed <strong>in</strong>practice, s<strong>in</strong>ce be<strong>in</strong>g this pr<strong>in</strong>ciple obeyed, all regulatoryadm<strong>in</strong>istrative activities should be performed prior toessential changes <strong>in</strong> the market, <strong>in</strong>clud<strong>in</strong>g issu<strong>in</strong>g oflicences and general permits to new operators, thusexclud<strong>in</strong>g lobby<strong>in</strong>g <strong>in</strong>terests of s<strong>in</strong>gle stakeholders at theregulatory body.Regulatory processes are symmetrical <strong>in</strong> case they<strong>in</strong>fluence all market participants similarly orasymmetrical <strong>in</strong> case they <strong>in</strong>fluence some of marketparticipants negatively, reduc<strong>in</strong>g their competitiveness,while others – positively, <strong>in</strong>creas<strong>in</strong>g theircompetitiveness. It is the author’s op<strong>in</strong>ion that apply<strong>in</strong>gasymmetrical regulation causes risks that can essentially<strong>in</strong>fluence development of national economy and create asituation when only relatively <strong>in</strong>expensive yet lowquality and primitive mobile telecommunicationsservices are accessible <strong>in</strong> the country, simultaneouslydeteriorat<strong>in</strong>g social, demographic and economicsituation.Unlike economic <strong>in</strong>terpretation of healthy competitionthat provides opportunity for customers to choose serviceAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200685


provider offer<strong>in</strong>g “more for the same amount of money”thus market share of each company reveals the choicemade by customers, and the weakest players graduallyleave the market, regulated market does not provideopportunity for any its player to receive “too” big marketshare that on its turn may cause situation when theweakest players are artificially reta<strong>in</strong>ed <strong>in</strong> the marketthus h<strong>in</strong>der<strong>in</strong>g customers to choose freely the mostoptimum service provider.Selective and sometimes asymmetric <strong>in</strong>fluence ofregulatory function on market players confirm author’shypothesis on the regulatory environment as an essentialfactor <strong>in</strong>fluenc<strong>in</strong>g competition and competitiveness ofcompanies that cannot be qualified as a sub-dimension ofany of Porter’s five competitive forces <strong>in</strong> the competitiveforces model.Author’s study proves that Public Management Input– Output model can be applied for activity evaluation ofNational Regulatory Authority (PUC) <strong>in</strong>Telecommunication’s Industry.REFERENCEShttp://eurostat.cec.eu.<strong>in</strong>t/, reviewed 16.02.2006Common Actions for Growth and Employment: TheCommunity Lisbon Programme, Communication fromthe Commission to the Council, Brussels, 2005,http://europa.eu.<strong>in</strong>t/growthandjobs/<strong>pdf</strong>/COM2005_330_en.<strong>pdf</strong>; reviewed 16.02.2006.Porter, M. (1979) “How competitive forces shapestrategy”, Harvard Bus<strong>in</strong>ess Review, March/April 1979.Porter, M. (1980) “Competitive Strategy”, The FreePress, New York, 1980, 397 pp.B<strong>in</strong>de, J. Konkurences spēki mobilo telekomunikācijunozarē Latvijā 1995.-2005. gads // Vadības z<strong>in</strong>ātne,Latvijas Universitātes raksti, submitted 28.02.2006Dictionary of bus<strong>in</strong>ess terms / Jack P. Friedman;contribut<strong>in</strong>g authors, Susanne S. Barnhill...[et al.]. 3rded., Barron's Educational Series, Inc., 2000, 768 pp.Niedrītis, J.Ē. Mārket<strong>in</strong>gs, Biznesa augstskola Turība,Rīga, 2001, 272 lpp.Porter, M.E. (2004) “Redef<strong>in</strong><strong>in</strong>g Competition <strong>in</strong> HealthCare”, Harvard Bus<strong>in</strong>ess Review, June 2004.Levits, E. Par līdztiesību likuma un tiesas priekšā, undiskrim<strong>in</strong>ācijas aizliegumu. Par Satversmes 91.pantu ,"Latvijas Vēstnesis", 08.05.2003.;http://www.politika.lv/<strong>in</strong>dex.php?id=109968&lang=lv,reviewed 15.02.2005The Oxford Dictionary for the Bus<strong>in</strong>ess World// OxfordUniversity Press, 1993, 707 pp.Brussels, 21.05.2003, COM (2003) 270 f<strong>in</strong>al;http://europa.eu.<strong>in</strong>t/eurlex/en/com/gpr/2003/com2003_0270en01.<strong>pdf</strong>, reviewed16.02.2006.Lew<strong>in</strong>, D. “The Impact of Regulation on InfrastructureInvestment”, Presentation <strong>in</strong> GSM Europe sem<strong>in</strong>ar,Brussels, 25.11.2003.Karnītis, E. No monopolu regulēšanas līdz konkurencei,„Kapitāls”, Aprīlis, 2002., 50.-54. lpp.SPRK 2004.gada publiskais pārskats„Latvijas Republikas elektronisko sakaru nozarespolitikas pamatnostādnes 2004. - 2008.gadam”,http://www.sprk.gov.lv/doc_upl/LR_sakaru_nozares_pamatnostadnes_04-08.doc, reviewed 15.02.2005Osborne, D., Gaebler, T. Re<strong>in</strong>vent<strong>in</strong>g Government: Howthe Entrepreneurial Spirit is Transform<strong>in</strong>g the PublicSector. New York: Addison – Wesley Publish<strong>in</strong>g Co,1992, 405 pp.Pollitt, C., Bouckaert, G. Public Management Reform: AComparative Analysis. New York: Oxford UniversityPress, 2000, 368 pp.Vanags, E., Vilka I., Pašvaldību darbība un attīstība,Latvijas Universitātes Akadēmiskais apgāds, Rīga, 2005,384 lpp.BIOGRAPHYJuris B<strong>in</strong>de is the Chairman of the Management Boardand CEO of the Latvia’s mobile telephone companyLatvijas Mobilais Telefons s<strong>in</strong>ce 1992. He hadpreviously worked as the Director of the TechnologicalDepartment of the VEF Scientific Research Institute <strong>in</strong>Riga. Graduated with Dipl. Ing. <strong>in</strong> radio electronics fromthe Riga Politechnical Institute 1978 and has done postgraduateworks <strong>in</strong> Germany, Sweden and the UnitedStates (Columbia University). He is the author of 33scholarly publications and holds three patents. In 1993,he was awarded the Janis L<strong>in</strong>ters Award for hiscontributions <strong>in</strong> the development of Latvia’stelecommunications sector, and <strong>in</strong> 2001, he was awardedthe Order of Three Stars, which is Latvia’s highestcivilian honor. Vice president of the Latvian In<strong>format</strong>ionand Communication Technologies Association (LIKTA).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200686


INFORMATION TECHNOLOGY FOR MOTIVATING LATVIAN PROVINCES TO TAKE ADVANTAGESON OPPORTUNITIES PROVIDED BY ESFJuris Lavendels 1 , Vjaceslavs Sitikovs 2Riga Technical University1, Kalku Street, Riga LV-1658, Latvia1 E-mail: jurisl@cs.rtu.lv2 E-mail: vss@latnet.lvKEYWORDSEuropean Structural Funds, regional development,project application, e-Environment, further educationABSTRACTStatistical data of utilization of the means of EuropeanSocial Fund <strong>in</strong> Latvia shows that its largest part ends up<strong>in</strong> Riga. First of all, this is due to relatively small amountof applications submitted from regional entities. Fromour po<strong>in</strong>t of view, the ma<strong>in</strong> reason is the preconceptionthat the preparations of applications are too complicatedand this assumption causes <strong>in</strong>credibility <strong>in</strong> own forces.We consider one way to improve the situation to be theappropriate cont<strong>in</strong>u<strong>in</strong>g education of regional entities’representatives and <strong>in</strong>habitants, giv<strong>in</strong>g them the sameknowledge and skills as <strong>in</strong> metropolis <strong>in</strong> issues related tothe submission of applications. This education envisagesdistance learn<strong>in</strong>g, which would <strong>in</strong>crease theircompetitiveness <strong>in</strong> National programs, open calls andgrants. The follow<strong>in</strong>g steps are required:• Develop<strong>in</strong>g environment for the preparation ofteach<strong>in</strong>g materials <strong>in</strong> computerized form;• Develop<strong>in</strong>g the course of ESF projects’ applicationand implementation;• Fulfill<strong>in</strong>g the course;• Provid<strong>in</strong>g up-to-date <strong>in</strong><strong>format</strong>ion about ESFactivities dur<strong>in</strong>g the implementation of projects;• Provid<strong>in</strong>g conditions for course studies also afterproject completeness.To promote the raise of regional competitivenesscapacity to attract European Structural Funds’ resourcesRiga Technical university (RTU) participates <strong>in</strong> ESFopen call 3.2.4.2. “Enhancement of the economicallyrelevant cont<strong>in</strong>u<strong>in</strong>g tra<strong>in</strong><strong>in</strong>g opportunities” (MoES andAVED 2004) with the application “In<strong>format</strong>ionalTechnologies for motivat<strong>in</strong>g Latvian prov<strong>in</strong>ces to takeadvantages of opportunities provided by ESF”(here<strong>in</strong>after Project). Project’s urgency is confirmed <strong>in</strong>2006 on 8th of February by ESF governance committeeconvention (FM 2006), where new national program“Regional EU structure fund <strong>in</strong><strong>format</strong>ional centreestablishment and activity” was reconciled, that solvesproblems touched <strong>in</strong> Project <strong>in</strong> highest level.The aim of this article is to acqua<strong>in</strong>t Latvian prov<strong>in</strong>cescommunity, especially regional high schools’ employeeswith projects’ applications, to stimulate discussion aboutattraction the resources of European Structural Funds <strong>in</strong>Latvian prov<strong>in</strong>ces.GENERAL AIMProjects’ general aim is to facilitate human resources’development and encourage improvement of situation <strong>in</strong>labour market by secur<strong>in</strong>g high level of employment andstruggle aga<strong>in</strong>st unemployment, as well as realiz<strong>in</strong>gequalization of regional economical dist<strong>in</strong>ction. To ga<strong>in</strong>the aim it is necessary to stimulate Latvian prov<strong>in</strong>ces’organizations and <strong>in</strong>habitants to ma<strong>in</strong>ta<strong>in</strong> situationimprovement <strong>in</strong> regions, <strong>in</strong>t. al. to employ abilities,which offer EU fund activities both <strong>in</strong> form of Nationalprogram, and projects’ competition form, that Project ispo<strong>in</strong>ted at.Project envisages the set of concrete measures, whichwill make possible prov<strong>in</strong>ce <strong>in</strong>habitants to get ma<strong>in</strong>knowledge <strong>in</strong> their places of adobe to participatesuccessfully <strong>in</strong> ESF activities, thus to stimulate bothpersonal situation improvement, and regionaldevelopment.Project will contribute average-term aims def<strong>in</strong>ed <strong>in</strong>S<strong>in</strong>gle Programm<strong>in</strong>g Document (SPD 2004) andProgramme Complement (PC 2004) – competitionability’s development and employment improvement,human resources development and <strong>in</strong>frastructureimprovement, as well as structural policy’s horizontalaim follow<strong>in</strong>g-up – <strong>in</strong><strong>format</strong>ion society’s <strong>format</strong>ion,region development and gender equality. Project workresults will further valuable accession of the Republic ofLatvia to the European Union.GENDER EQUALITYCurrently <strong>in</strong> prov<strong>in</strong>ces is appreciable level ofunemployment, usually limited demand is for lowqualifiedrough labour performers, and thus prov<strong>in</strong>ces’women have worse employment opportunities than men.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200687


As the result of the project qualified performer level ofemployment must rise, namely, demand for ESF projectapplications’ executors, <strong>in</strong>t. al. for typical womenpositions: secretaries, specialists <strong>in</strong> document draw<strong>in</strong>gup, accountancy and calculation, must come <strong>in</strong> sight <strong>in</strong>Latvian prov<strong>in</strong>ces. By this medium by the result ofproject’s activity <strong>in</strong> long period of time particularly forprov<strong>in</strong>ce women employment opportunities must grow.The project envisages cont<strong>in</strong>u<strong>in</strong>g E-education,directed towards EU fund digestion, for prov<strong>in</strong>ce<strong>in</strong>habitants <strong>in</strong> their places of adobe. In this mannergender equality is more strengthen, as prov<strong>in</strong>ce women,tak<strong>in</strong>g <strong>in</strong>to consideration their lifestyle (housekeep<strong>in</strong>gconnected with farm<strong>in</strong>g, <strong>in</strong>sufficiency of junior childreneducational establishments), have problems <strong>in</strong> improv<strong>in</strong>gtheir professional knowledge <strong>in</strong> fulltime studies far awayfrom their places of adobe.INVESTMENT IN REGIONAL DEVELOPMENTProv<strong>in</strong>ces’ <strong>in</strong>volv<strong>in</strong>g <strong>in</strong> digestion of ESF resourcesand execution of ESF projects directly stimulate regionaldevelopment.Prepar<strong>in</strong>g specialists for ESF activities’ execution,project will form people <strong>in</strong> prov<strong>in</strong>ces who can take part<strong>in</strong> European Unions’ jo<strong>in</strong>t actions for regionaldevelopment upon the bottom of regional plann<strong>in</strong>gdocuments that determ<strong>in</strong>e development priorities andsupport the set of particular measures. By these mediumsproject also makes a relevant contribution <strong>in</strong> regionaldevelopment.DEVELOPMENT OF INFORMATIONALSOCIETYProject <strong>in</strong>volves tra<strong>in</strong>ees <strong>in</strong> <strong>in</strong><strong>format</strong>ion technologiesand web usage <strong>in</strong> their daily work and prepares them fornew digestion of computer usage. Project prescribesrealization of learn<strong>in</strong>g process by us<strong>in</strong>g <strong>in</strong><strong>format</strong>ionaltechnologies, wherewith project activity itself stimulates<strong>in</strong><strong>format</strong>ional society’s <strong>format</strong>ion <strong>in</strong> state prov<strong>in</strong>ces.Usage of <strong>in</strong><strong>format</strong>ional technologies rouses <strong>in</strong>terestdirectly <strong>in</strong> young people, <strong>in</strong> this manner directly youngpeople are <strong>in</strong>volved both <strong>in</strong> project’s direct activities, and<strong>in</strong><strong>format</strong>ional society’s <strong>format</strong>ion.DESCRIPTION OF CURRENT CONDITIONIn Republic of Latvia applications for ESF projectsfor state <strong>in</strong>stitutions usually prepare special people, whoeither digest methods of project draw<strong>in</strong>g up self-taught,attend<strong>in</strong>g, for example, ESF announced projectcompetition sem<strong>in</strong>ars about particular activities, orexternal project draw<strong>in</strong>g up specialists.There are just few serious courses, such as organizedby the M<strong>in</strong>istry of Education and Science projectmanager courses about EU funds, it projects and projectapplication draw<strong>in</strong>g up. These courses take place <strong>in</strong> Rigaand because of high participation fee are f<strong>in</strong>anciallybeneficial only for big organizations, such as lead<strong>in</strong>ghigh education <strong>in</strong>stitutions, to prepare specialists for ESFstate program support.In Riga and biggest cities project application draw<strong>in</strong>gup can be digested by consult<strong>in</strong>g with more sophisticatedproject penners, as well as with representatives ofagencies responsible for particular activities. For<strong>in</strong>stance, for activity 3.2.4.2 it is Agency for VocationalEducation Development (http://www.piaa.gov.lv). Suchconsultations could be both <strong>in</strong> presence and by postalcourses like e-mail. In prov<strong>in</strong>ces it is possible to consultpractically with PIAA employees only us<strong>in</strong>g e-mail.Th<strong>in</strong>k<strong>in</strong>g about first project application for peoplewithout any special knowledge frequent and <strong>in</strong>formalconsult<strong>in</strong>g, which can be possible ma<strong>in</strong>ly <strong>in</strong> Riga, isnecessary. Just mentioned partly expla<strong>in</strong>s big amount ofproject application from Riga and rather small amount ofproject application from prov<strong>in</strong>ces. To motivate prov<strong>in</strong>ceorganizations and <strong>in</strong>habitants to participate <strong>in</strong> EU funds’project competitions and other activities serious workwith dormant people, who are <strong>in</strong>terested <strong>in</strong> it, isnecessary. Suitable form for this work is furthereducational courses <strong>in</strong> prov<strong>in</strong>ces. There are a lot ofcont<strong>in</strong>u<strong>in</strong>g education programs offered <strong>in</strong> Latvia.Pr<strong>in</strong>cipally those programs envisage:• Full-time tra<strong>in</strong><strong>in</strong>g;• Extramural teach<strong>in</strong>g, where tra<strong>in</strong>ee receives teach<strong>in</strong>gmaterials;• Few distance learn<strong>in</strong>g courses, where tra<strong>in</strong>eereceives teach<strong>in</strong>g aids by post or e-mail.No one of offered tra<strong>in</strong><strong>in</strong>g forms fully satisfy potentialproject applicants’ and executors’ requirements. It is dueto follow<strong>in</strong>g reasons:• Fulltime further education courses are organized <strong>in</strong>Riga and cities, thus it is difficult for prov<strong>in</strong>ce<strong>in</strong>habitants to attend courses because of theirimmobile lifestyle. Moreover, attend<strong>in</strong>g a coursewith several days of bus<strong>in</strong>ess trip obligates potentialsubmitter to prepare project application, but people,at least psychologically, are not ready for it;• Extramural and E-courses usually organize furthereducation <strong>in</strong> concrete narrow professionspecializations, for example, method of organiz<strong>in</strong>gexam<strong>in</strong>ation tests <strong>in</strong> 9th form, prescrib<strong>in</strong>g thatparticipants already are specialists <strong>in</strong> concretereviewed area;• Further education programs usually are developedfor long time. In the case of EU fund activities it isAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200688


difficult to predict when and for what activity thecourse must be produced. Therefore <strong>in</strong> tra<strong>in</strong><strong>in</strong>gcourse for potential project’s applicants two partsmust be prescribed – universal general part andvariable part related to concrete activity, forexample, 3.2.4.2;• For prov<strong>in</strong>ce <strong>in</strong>habitants, start<strong>in</strong>g work<strong>in</strong>g withconcrete project application must be clear, that theywill get all <strong>in</strong><strong>format</strong>ion that is provided <strong>in</strong>centralized applicants’ sem<strong>in</strong>ars, which they couldnot attend. The possible solution is to draw up<strong>in</strong><strong>format</strong>ional part of centralized sem<strong>in</strong>ar, so that itwill be available to potential <strong>in</strong>terested all over thecountry.We come to a conclusion that a set of concretemeasures, which provides prov<strong>in</strong>ce <strong>in</strong>habitants’<strong>in</strong>volvement <strong>in</strong> EU fund’s activities, potential projectapplicants’ tra<strong>in</strong><strong>in</strong>g, notification and consultation offices<strong>in</strong> their places of adobe, is necessary. By our op<strong>in</strong>ion, themost convenient way of <strong>in</strong>volv<strong>in</strong>g prov<strong>in</strong>ce <strong>in</strong>habitants <strong>in</strong>EU fund activities is usage of learn<strong>in</strong>g-communicationenvironment on the Web.Like <strong>in</strong> project application and implementation spherealso <strong>in</strong> other aspects of prov<strong>in</strong>ce <strong>in</strong>habitants’ life come <strong>in</strong>sight problems of appropriate quality provision. Forexample, abilities for prov<strong>in</strong>ce <strong>in</strong>habitants to use ESFopportunities as much efficiently as townies, namely,further education and lifelong learn<strong>in</strong>g possibilities,recourses to <strong>in</strong>form large distributed groups of particularprofessions – farmers, forest workmen, rural municipalityboard and others.Mentioned problems, as well as other tra<strong>in</strong><strong>in</strong>gcommunicationproblems <strong>in</strong> state prov<strong>in</strong>ces could besolved by consortium of RTU FCSIT (Faculty ofComputer Science and In<strong>format</strong>ion Technology) and LUMII (Institute of Mathematics and Computer Science ofUniversity of Latvia) fulfill<strong>in</strong>g the project “In<strong>format</strong>ionTechnologies for development of universal learn<strong>in</strong>gcommunicationenvironments on the web”. This projectenvisages technical, methodical and <strong>in</strong><strong>format</strong>ionaltechnologies’ solutions <strong>in</strong> creat<strong>in</strong>g of universal learn<strong>in</strong>gcommunicationE-environment with support<strong>in</strong>g po<strong>in</strong>ts <strong>in</strong>prov<strong>in</strong>ces. Development of the project envisages a cha<strong>in</strong>of measures, <strong>in</strong>t. al. participation <strong>in</strong> ESF funded projectsto achieve dur<strong>in</strong>g implementations of these projects bothproject’s direct aim, and to prepare conditions for furtherESF funded projects execution by form<strong>in</strong>g anddevelop<strong>in</strong>g universal learn<strong>in</strong>g-communicationenvironment on the Web step by step.In such a way dur<strong>in</strong>g the project “In<strong>format</strong>ionaltechnologies for <strong>in</strong>clusion of the young people withspecial needs <strong>in</strong>to education and society” under ESFactivity 3.3.7, (Lavendels 2005) RTU is draw<strong>in</strong>g upmethods for development of communication environmentfor groups of <strong>in</strong>habitants with specific needs. Is realizedapproved by the M<strong>in</strong>istry of Education and Sciencefurther education programme A2-9014142254 “E-coursefor practical computer us<strong>in</strong>g <strong>in</strong> teach<strong>in</strong>g of programm<strong>in</strong>gand adopt<strong>in</strong>g of application programs” (ISEC 2004,Sitikovs 2005). Thus was acquired first experience <strong>in</strong>organiz<strong>in</strong>g via the Web further education with propertiesof classical classroom teach<strong>in</strong>g (Grundspenkis 2005,Grundspenkis 2006).DIRECT AIM OF WORKDirect aims are e-further-education on the Web ofLatvian prov<strong>in</strong>ce <strong>in</strong>habitants for draw<strong>in</strong>g up andexecution of project applications for ESF supportedactivities competition, to motivate prov<strong>in</strong>ce organizationsand <strong>in</strong>habitants to participate <strong>in</strong> ESF activities.To achieve mentioned above aim the follow<strong>in</strong>g isenvisaged:• Development of equipment for prepar<strong>in</strong>g voice andvideo materials accord<strong>in</strong>gly with project needs;• Sett<strong>in</strong>g up a set of support<strong>in</strong>g po<strong>in</strong>ts <strong>in</strong> Vidzeme,Zemgale, Latgale and Kurzeme as well asappropriate tra<strong>in</strong><strong>in</strong>g of their responsible persons -coord<strong>in</strong>ators;• Development of computerized learn<strong>in</strong>g course aboutproject organization and its implementation <strong>in</strong>general as well as for ESF project application andrealization particularly;• Implementation of these learn<strong>in</strong>g courses on theWeb us<strong>in</strong>g network of support<strong>in</strong>g po<strong>in</strong>ts;• Creation of urgent <strong>in</strong><strong>format</strong>ion about ESF activities<strong>in</strong> computerized form and its deployment on theWeb to motivate Latvian prov<strong>in</strong>ce <strong>in</strong>habitants toparticipate <strong>in</strong> those events;• Preparation of provisions for computerized learn<strong>in</strong>gcourses self-dependency after projects are f<strong>in</strong>ished.TARGET GROUPProjects’ direct target group are Latvian prov<strong>in</strong>ce stateestablishment and municipality employees, who are<strong>in</strong>terested <strong>in</strong> ESF offered opportunities. Prov<strong>in</strong>ceorganizations and <strong>in</strong>habitants want to participate <strong>in</strong> ESFactivities, but do not have necessary knowledge andsupport for successful draw<strong>in</strong>g up project application andits realiz<strong>in</strong>g.Develop<strong>in</strong>g environment for prov<strong>in</strong>ce <strong>in</strong>habitants’ e-further-education <strong>in</strong> their places of adobe Latvianprov<strong>in</strong>ce organizations’ and <strong>in</strong>habitants’ possibilities totake advantages on opportunities provided by ESF aredraw<strong>in</strong>g near to city <strong>in</strong>habitants’ opportunities.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200689


MAIN WORK ACTIVITIES1. Fulfilment of pilot events:• Executors are <strong>in</strong>structed <strong>in</strong> envisaged projectactivities and about the places of current projectwith<strong>in</strong> <strong>in</strong>tegrated set of measures “In<strong>format</strong>ionalTechnologies to form universal learn<strong>in</strong>gcommunicationenvironment on the Web”;• LU MII experience <strong>in</strong> audio <strong>in</strong><strong>format</strong>ionprocess<strong>in</strong>g for study needs is analysed andopportunities for current solution adoption forproject needs are considered;• RTU experiences <strong>in</strong> organization of furthereducation for prov<strong>in</strong>ce teachers of <strong>in</strong><strong>format</strong>icsvia the Web as well as experience <strong>in</strong> E-environment for <strong>in</strong>clusion of the young peoplewith special needs <strong>in</strong>to overall education andsociety are analysed;• Requirements for developed equipment andcontent of computerized further educationcourses are determ<strong>in</strong>ed.2. Produc<strong>in</strong>g of equipment for video-audio materialspreparation <strong>in</strong> computerized form <strong>in</strong> laboratory’sconditions, consider<strong>in</strong>g specific features of projectrequirements (simple users’ computers, necessity ofmaterials’ disposition on the Web and transmissionto state prov<strong>in</strong>ces). Selection of appropriatesupport<strong>in</strong>g software and equipment.3. Sett<strong>in</strong>g up of 5 support<strong>in</strong>g po<strong>in</strong>ts <strong>in</strong> state prov<strong>in</strong>ces(school computer classrooms or/and libraries).Investigation of real channels capacities and tra<strong>in</strong><strong>in</strong>gof coord<strong>in</strong>ators for equipment <strong>in</strong>stallation, itsma<strong>in</strong>tenance, consult<strong>in</strong>g of further education coursesparticipants.4. Develop<strong>in</strong>g of learn<strong>in</strong>g courses <strong>in</strong> computerizedform, their approbation by coord<strong>in</strong>ators, elim<strong>in</strong>at<strong>in</strong>gof discovered gaps.5. Implement<strong>in</strong>g of developed learn<strong>in</strong>g course via webfor target group. Lessons are conducted frommanagement centre <strong>in</strong> Riga, but learners are <strong>in</strong>support<strong>in</strong>g po<strong>in</strong>ts <strong>in</strong> prov<strong>in</strong>ces, where they havepossibility to get consultation.6. Prepar<strong>in</strong>g and disposition on the Web computerizedmaterials about ESF activities that will occur dur<strong>in</strong>gproject realization to <strong>in</strong>volve learners <strong>in</strong> thoseactivities. Consultations of <strong>in</strong>terested <strong>in</strong> support<strong>in</strong>gpo<strong>in</strong>ts and directly <strong>in</strong> the Web. Thus, prov<strong>in</strong>ce<strong>in</strong>habitants will be provided with equivalent projectapplication opportunities as townies.7. Prepar<strong>in</strong>g and disposition on the Web materials forcourses self-dependency after projects’ completion.It is for the case when listeners’ consultations couldbe provided <strong>in</strong>completely. Coord<strong>in</strong>ators ofsupport<strong>in</strong>g po<strong>in</strong>ts will be <strong>in</strong>formed and <strong>in</strong>structedabout other project, realized by RTU, work resultsand opportunities to use these results.8. Host<strong>in</strong>g of public sem<strong>in</strong>ar devoted to work results,where executors will <strong>in</strong>form target group aboutprojects process, problems, and results.USABILITY OF RESULTSProject’s work results ma<strong>in</strong>ly are anticipated to ESFactivities support and ESF projects applications’compilers and executors.Prepar<strong>in</strong>g specialists to execute ESF activities, Projectprepares people <strong>in</strong> prov<strong>in</strong>ces, who can take part <strong>in</strong> jo<strong>in</strong>tEuropean Union regional development measures, on theground of regional plann<strong>in</strong>g documents that determ<strong>in</strong>esdevelopment priorities and support<strong>in</strong>g measures. ThusProject <strong>in</strong>vests as well <strong>in</strong> regional development.Project’s target group acquires new knowledge via theWeb, wherewith it will be drawn nearer <strong>in</strong><strong>format</strong>ionaltechnologies usage <strong>in</strong> daily rout<strong>in</strong>e – <strong>in</strong><strong>format</strong>ionalsociety’s <strong>format</strong>ion will be stimulated..INTEGRATED APPROACHWith<strong>in</strong> the framework of activity 3.2.4.2 twoapplications were submitted, which are developedtogether by RTU and LU MII:• “In<strong>format</strong>ional Technologies for motivat<strong>in</strong>g Latvianprov<strong>in</strong>ces to take advantages of opportunitiesprovided by ESF”;• “In<strong>format</strong>ional Technologies for further education ofLatvian prov<strong>in</strong>ce teachers of <strong>in</strong><strong>format</strong>ics”.Projects are parts of <strong>in</strong>tegrated set of measures“In<strong>format</strong>ional Technologies to form universal learn<strong>in</strong>gcommunicationenvironment on the Web” and envisagetechnical, methodical and <strong>in</strong><strong>format</strong>ion technologiessolutions to form universal learn<strong>in</strong>g-communication E-Environment <strong>in</strong> state with support<strong>in</strong>g po<strong>in</strong>ts <strong>in</strong> prov<strong>in</strong>ces.Integrated approach envisages variety of measures, <strong>in</strong>t.al. participation <strong>in</strong> ESF projects to achieve both directproject aim, and prepare conditions for further ESFprojects execution develop<strong>in</strong>g universal learn<strong>in</strong>gcommunicationenvironment on the Web (see Figure 1).Facilities developed dur<strong>in</strong>g mentioned projects,together with support<strong>in</strong>g <strong>in</strong>frastructure will be used as abase for further ESF supported activities’ realization <strong>in</strong>Latvian prov<strong>in</strong>ces.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200690


Listeners' workon the WebListenersStudies right <strong>in</strong> support<strong>in</strong>gpo<strong>in</strong>tsListeners' consult<strong>in</strong>gListeners3.level2. level1.levelEstablishment ofsub-support<strong>in</strong>g po<strong>in</strong>tsSeveral further educationprogram's supportFurther education support <strong>in</strong>one program. . . .. . . .E-environmentsupport<strong>in</strong>g po<strong>in</strong>t. . . .E-environmentsupport<strong>in</strong>g po<strong>in</strong>tTeach<strong>in</strong>g aids, Consultation,coord<strong>in</strong>ator's tra<strong>in</strong><strong>in</strong>gQuestions, In<strong>format</strong>ion aboutstudies, other problemsE-environmentsupport<strong>in</strong>g po<strong>in</strong>t. . . .Management centre3. level2.level1.levelUniversal further education study'sma<strong>in</strong>tenance environmentStudy's ma<strong>in</strong>tenance environment for<strong>in</strong><strong>format</strong>ion technologies' programStudy's ma<strong>in</strong>tenance environment forseparate further education programData record<strong>in</strong>g <strong>in</strong> voice canal forapplication software controlVoice and video <strong>in</strong><strong>format</strong>ion process<strong>in</strong>g<strong>in</strong> computerized form <strong>in</strong> auditoriumVoice and video <strong>in</strong><strong>format</strong>ion process<strong>in</strong>g<strong>in</strong> computerized form <strong>in</strong> laboratoryFigure 1. Structure of learn<strong>in</strong>g-communication environment.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200691


CONCLUSIONSFirst round of learn<strong>in</strong>g-communication environmenton the Web will be developed. This environment will bema<strong>in</strong>ta<strong>in</strong>ed and expanded <strong>in</strong> the frame of <strong>in</strong>tegrated set ofmeasures “In<strong>format</strong>ional Technologies to form universallearn<strong>in</strong>g-communication environment on the Web”.Moderniz<strong>in</strong>g and develop<strong>in</strong>g the environment furthereducation courses that work <strong>in</strong> this project will bereconsidered. Thus from the course about particularactivities outdated topics could be removed, but <strong>in</strong>steadnew topics about outstand<strong>in</strong>g ESF offers will be<strong>in</strong>cluded.Acquired abilities <strong>in</strong> project organization and<strong>in</strong><strong>format</strong>ion technologies skills will provide growth ofLatvian prov<strong>in</strong>ce <strong>in</strong>habitants’ economic activity <strong>in</strong> longerperiod of time.REFERENCESFM. 2006. Tiks ieviesta jauna Eiropas Sociālā fondanacionālā programman (<strong>in</strong> Latvian). / Internet. - http://www.esfondi.lv/events.php?id=1&arhivs=all&action=event&category=45&eid=719, 1p.SPD. 2004. S<strong>in</strong>gle Programm<strong>in</strong>g Document. LatviaObjective 1 Programme 2004 – 2006 / Internet. - http://www.esfondi.lv/image/upload/spd2003_12.<strong>pdf</strong>, 319p.PC. 2004. Programme Complement. Latvia Objective 1Programme 2004 – 2006 / Internet. - http://www.esfondi.lv/image/upload/tiesibu_akti/PC - 2004 0514.<strong>pdf</strong>, 168p.MoES and AVED. 2004. The third priority“Development of Human Resources and Promotion ofEmployment”. 3.2. measure “Development Educationand Cont<strong>in</strong>u<strong>in</strong>g Tra<strong>in</strong><strong>in</strong>g”. 3.2.4. activity “Enhancementof lifelong learn<strong>in</strong>g network and capacity build<strong>in</strong>g,course development and implementation for thecont<strong>in</strong>u<strong>in</strong>g tra<strong>in</strong><strong>in</strong>g needs of greater society (e.g. publicsector employees) and development of the strategicoutl<strong>in</strong>e and cooperation mechanisms for the life longlearn<strong>in</strong>g”. 3.2.4.2. subactivity “Enhancement of theeconomically relevant cont<strong>in</strong>u<strong>in</strong>g tra<strong>in</strong><strong>in</strong>g opportunities”.Guidel<strong>in</strong>e for open call (<strong>in</strong> Latvian). / Internet. -http://www.piaa.gov.lv/adm<strong>in</strong>/files/ESF_3.2.4.2.<strong>pdf</strong>,52p.ISEC. 2004. Pedagogues’ cont<strong>in</strong>u<strong>in</strong>g educationprogrammes catalogue. For teachers of In<strong>format</strong>ics. A2-9014142254. E-course for practical computer us<strong>in</strong>g <strong>in</strong>teach<strong>in</strong>g of programm<strong>in</strong>g and adopt<strong>in</strong>g of applicationprograms (<strong>in</strong> Latvian). / Internet. - http://isec.gov.lv/cedu/kat/kat.shtml?19.Lavendels, J. and Sitikovs, V. 2005. Nowadays webtechnologyfor <strong>in</strong>clusion of the young people with specialneeds to education and society. In Knowledge SocietyChallenges for e-Learn<strong>in</strong>g. ISBN: 9955-09-874-0,Kaunas, Lithuania, 26-27 May, 2005, pp. 116-121.Sitikovs, V. and Lavendels, J. 2005. Post-graduate e-tra<strong>in</strong><strong>in</strong>g for teachers of <strong>in</strong><strong>format</strong>ics of rural secondaryschools. In IST 6th Framework Programme - greatopportunity for cooperation & collaboration, ISBN9984-32-178-9. Riga, Latvia, 6-7 April 2005, pp. 41-44.Grundspenkis, J. et. al. 2005. Pr<strong>in</strong>ciples of creation offriendly environment for eLearn<strong>in</strong>g and collaboration ofthe young people with special needs. In In<strong>format</strong>ion<strong>Systems</strong> for HRM and Education. Sa<strong>in</strong>t Petersburg,Russia, 20-21 September 2005, pp. 73-77.Grundspenkis, J.et. al. 2006. Compatibility of thepr<strong>in</strong>ciples of computer-based and classical teach<strong>in</strong>g. InWeb based communities, San Sebastian, Spa<strong>in</strong>, 26-28February 2006, 335-339 p.BIOGRAPHYJuris Lavendels is the Head of In<strong>format</strong>ics and SoftwareDepartment of Riga Technical University. He is anAssociated Professor of Computer Science. He got hisMaster degree <strong>in</strong> Applied Mathematics <strong>in</strong> 1975 andachieved the Dr.sc.<strong>in</strong>g. degree <strong>in</strong> Technical Cybernetics<strong>in</strong> 1987 at the Riga Technical University. He has 5-yearsexperience <strong>in</strong> post-graduate education of secondaryschool’s teachers <strong>in</strong> <strong>in</strong><strong>format</strong>ics and he is methodicalleader of several ongo<strong>in</strong>g projects supported by EuropeanSocial Fund and European Community.Vjaceslavs Sitikovs is an Associated Professor ofComputer Science <strong>in</strong> Riga Technical University. He gothis Master degree <strong>in</strong> Computer Science withspecialization <strong>in</strong> mathematics <strong>in</strong> 1973 and achieved thedr.sc.<strong>in</strong>g. degree <strong>in</strong> Technical Cybernetics <strong>in</strong> 1982 atRiga Technical University. He is experienced computerscience teacher and specialist <strong>in</strong> Project Management. Hehas the grade of Project Management Professional (PMP)awarded by Project Management Institute (PMI). Hemanaged a couple of large-scale <strong>in</strong>ternational projects ofsoftware development and implementation. He is themember of EUROSCIENCE, the expert of EuropeanSocial Fund <strong>in</strong> Latvia, and Project Manager of severalongo<strong>in</strong>g projects supported by European Social Fund andEuropean Community.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200692


PERSPECTIVES OF WEB PAGE AND E-MAIL USAGE IN RURAL TOURISM ACCOMODATIONPLACES IN THE LATVIAN COUNTRYSIDEIveta Druva-Druvaskalne 1 , Juris Smaļ<strong>in</strong>skis 21 Vidzeme University College,Cēsu iela 4, Valmiera, LV 4201, LatviaE-mail: iveta.druva-druvaskalne@va.lv2 Vidzeme University College,Cēsu iela 4, Valmiera, LV 4201, LatviaE-mail: juris.smal<strong>in</strong>skis@va.lvKEYWORDSInternet, WEB, E-mail, rural tourismaccommodations, e-commerce, Internet connection types,susta<strong>in</strong>able tourism.ABSTRACTThis paper deals with the application of Internet as an<strong>in</strong>creas<strong>in</strong>gly used <strong>in</strong><strong>format</strong>ion distribution channel fortourism companies of all sizes. The focus is put on microtourism enterprises <strong>in</strong> the accommodation <strong>in</strong>dustry <strong>in</strong>rural areas. The authors have explored web pages oftourism enterprises, e-mails with a selection method <strong>in</strong>different regions of Latvia and have made theircomparison.Tourism <strong>in</strong> Latvia is develop<strong>in</strong>g rapidly; differentmodern technologies and the Internet are <strong>in</strong>troduced; yet,there is a radical difference <strong>in</strong> IT use between Riga andother regions of Latvia. The results of the research show<strong>in</strong>sufficient and underused application of IT <strong>in</strong> the sectorof tourist accommodation <strong>in</strong> less developed regions ofLatvia, which contradicts to the average statistical data<strong>in</strong> Latvia.The authors have accentuated the key factorshamper<strong>in</strong>g a wider us of the Internet <strong>in</strong> the sector oftourist accommodation <strong>in</strong> the regions of Latvia, whichare ma<strong>in</strong>ly technical and f<strong>in</strong>ancial possibilities, as well asundervaluation of the role of the Internet <strong>in</strong> the market<strong>in</strong>gby tourism entrepreneurs.tourist <strong>in</strong> 2005, or 54 % of the world’s total number oftravellers), where <strong>in</strong> the last decades there is a substantial<strong>in</strong>crease <strong>in</strong> the role of an economically active BalticRegion, <strong>in</strong>clud<strong>in</strong>g the role of Latvia, (UNWTO, 2006).The number of travellers visit<strong>in</strong>g Latvia has significantly<strong>in</strong>creased s<strong>in</strong>ce the n<strong>in</strong>eties (see Figure 1): compared to2003, it <strong>in</strong>creased by 23 % reach<strong>in</strong>g 3 million, but <strong>in</strong>2005 by 24 %, reach<strong>in</strong>g 3.77 million (LR CSP 2006).Accord<strong>in</strong>g to a research by World Tourism and TravelCommittee ”2006 Tourism Satellite Account<strong>in</strong>g", Latviais forecast annual <strong>in</strong>crease rate <strong>in</strong> tourism 7.3 % a year(WTTC 2006).Latvia is a member of the European TravelCommission, the Baltic Sea Tourism Commission and,from 2005, a full member country of UN World TourismOrganisation. Participation <strong>in</strong> these organisations openswide co-operation possibilities <strong>in</strong> a number of sectors.INTRODUCTIONTourism nowadays should be considered a highlydeveloped <strong>in</strong>dustry with high development rate. TheUNO World Tourism Organisation forecasts <strong>in</strong>crease oftravellers from 808 millions <strong>in</strong> 2005 to 1.6 billions <strong>in</strong>2020. One of the ma<strong>in</strong> reasons for the fast growth oftourism <strong>in</strong>dustry is mobility result<strong>in</strong>g from use of moderntechnologies, <strong>in</strong>clud<strong>in</strong>g the use of worldwide web foroffer<strong>in</strong>g services and <strong>in</strong> accounts. The greatestdest<strong>in</strong>ation <strong>in</strong> tourism today is Europe (443 millionsFigure1. Latvia: dynamics of <strong>in</strong>bound tourism 1997-2005. Source: Central Statistical Bureau of Latvia reports(Tourism <strong>in</strong> Latvia 2005).Tourism is becom<strong>in</strong>g one of the most perspectivetypes of entrepreneurship <strong>in</strong> the world and <strong>in</strong> Latvia; therole of tourism <strong>in</strong>dustry <strong>in</strong> the national economy is<strong>in</strong>creas<strong>in</strong>g. Tourism accounts for 10.4 % of the worldGDP. Tourist and travel services contribute directly at arate of 5% (contribute <strong>in</strong>directly about 11 %) to the EUAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200693


GDP and account for more than seven million jobs <strong>in</strong> theEU (Burns 2005). In 2004 the proportion of tourism<strong>in</strong>dustry <strong>in</strong> GDP of Latvia was ~ 2% and with related<strong>in</strong>dustries – trade, transport, Build<strong>in</strong>g, agriculture, etc.even 38-40% of the Latvian GDP (M<strong>in</strong>istry ofEconomics 2006).The tourism <strong>in</strong>dustry helps to diversify and stabilizethe regional economics, creates additional workplaces,forms a wider basis for the exist<strong>in</strong>g bus<strong>in</strong>ess andconditions for new bus<strong>in</strong>esses, cooperation betweenentrepreneurs of different spheres; it does not lettraditional arts and culture disappear, it <strong>in</strong>itiatesdevelopment and quality of <strong>in</strong>frastructure.The basic guidel<strong>in</strong>es for the development of Latviantourism <strong>in</strong>dustry have been <strong>in</strong>corporated <strong>in</strong> the unifiedNational Development Strategy for 2004-2030. Tourismis def<strong>in</strong>ed as one of the most significant field of Latviannational economy, by us<strong>in</strong>g opportunities offered by thissphere; it is possible to implement orientation of thenational economy to services with greater benefit.In 2004 the Latvia government adopted tourismdevelopment basic guidel<strong>in</strong>es, whose ma<strong>in</strong> purpose is to<strong>in</strong>crease the value of tourism dur<strong>in</strong>g the period 2004-2008, at the end of which GDP contribution is planned to<strong>in</strong>crease by 5-7 per cent and tourism export earn<strong>in</strong>gs toaverage 10-15 per cent per annum. One of the pr<strong>in</strong>ciples<strong>in</strong> the basic guidel<strong>in</strong>es for susta<strong>in</strong>able tourismdevelopment is def<strong>in</strong>ed as the “Modernisation Pr<strong>in</strong>ciple– tourists may receive full <strong>in</strong><strong>format</strong>ion on tourismpossibilities <strong>in</strong> Latvia and plan their it<strong>in</strong>eraries and bookservices on the <strong>in</strong>ternet as well as pay for them. Resourcesav<strong>in</strong>g technologies are <strong>in</strong>troduced <strong>in</strong> tourism objects”(M<strong>in</strong>istry of Economics of Republic of Latvia 2004)To implement this pr<strong>in</strong>ciple, it <strong>in</strong>dicates directions ofaction, <strong>in</strong>clud<strong>in</strong>g application of achievements <strong>in</strong> ICT ane-commerce for tourism <strong>in</strong>dustry development (<strong>in</strong>cl.accessibility to ICT and expenses, enterprisemanagement <strong>in</strong><strong>format</strong>ion systems, market<strong>in</strong>g,reservations and <strong>in</strong><strong>format</strong>ion dissem<strong>in</strong>ation systems,etc.), establish<strong>in</strong>g of a tourism <strong>in</strong><strong>format</strong>ion system basedon modern ICT (M<strong>in</strong>istry of Economics of Republic ofLatvia 2004).In general <strong>in</strong> Europe tourism <strong>in</strong>dustry is undergo<strong>in</strong>gsignificant changes: diversity and the number of tourismproduct offers are <strong>in</strong>creas<strong>in</strong>g, new dest<strong>in</strong>ations areappear<strong>in</strong>g, the behaviour of travellers is chang<strong>in</strong>g, thenumber of short and frequent trips is gett<strong>in</strong>g bigger,„the last m<strong>in</strong>ute” travel plann<strong>in</strong>g and book<strong>in</strong>g,<strong>in</strong>dividually tailored holidays, and the use of e-commerceare rapidly <strong>in</strong>creas<strong>in</strong>g.The new technologies are <strong>in</strong>troduced <strong>in</strong>to tourism andthey are becom<strong>in</strong>g an ideal partner. We live <strong>in</strong> the 21century when everyth<strong>in</strong>g is develop<strong>in</strong>g so rapidly that itis difficult to follow the new technologies: it seems itwas only yesterday when we were surprised at apossibility to book a hotel or a trip on the <strong>in</strong>ternet,surprised at the mobile telephone GPRS system thatcould precisely state <strong>in</strong> which country and which streetwe are at the moment, but now it is a rout<strong>in</strong>e. Moderntechnologies promote bus<strong>in</strong>ess, make profit, etc. All thisis lead<strong>in</strong>g the people to a new development stage.INCREASE OF THE ROLE OF TECHNOLOGIESIN TOURISM INDUSTRYIn the context of the Lisbon strategy, which focuseson improv<strong>in</strong>g European competitiveness, it isacknowledged that <strong>in</strong><strong>format</strong>ion and communicationtechnology (ICT) has a profound <strong>in</strong>fluence on thepotential for economic growth. With<strong>in</strong> the last 30 yearstourism <strong>in</strong>dustry has undergone three important ICT<strong>in</strong>novation waves: appear<strong>in</strong>g of a computerizedreservation system <strong>in</strong> the seventies, global distributionsystem <strong>in</strong> the eighties and the growth of the role of theInternet s<strong>in</strong>ce the middle of the n<strong>in</strong>eties (Mauer 2003).The role of the Internet has <strong>in</strong>creased the most rapidly.The relationship between tourism and <strong>in</strong>com<strong>in</strong>gmodern technologies has been researched by Poon 2002,Buhalis, Laws 2001, and other, the publication ma<strong>in</strong>lydevoted to the role of the Internet <strong>in</strong> tourism distribution.Poon has def<strong>in</strong>ed 4 driv<strong>in</strong>g forces <strong>in</strong> tourism <strong>in</strong>dustry:technology, management technologies, productionpractices, and frame conditions (Poon 2002).For popularisation of relationship between tourismand modern technologies two journals have been foundedso far, specifically dedicated to the area of ICT <strong>in</strong> thetourism and hospitality sector:• In<strong>format</strong>ion Technology & Tourism - Applications,Methodologies, Techniques published by Cognizant,USA.• In<strong>format</strong>ion Technology <strong>in</strong> Hospitality (formerlyInternational Journal of Hospitality In<strong>format</strong>ionTechnology),• Published by HITA (Hospitality In<strong>format</strong>ionTechnology Association) and HFTP (HospitalityF<strong>in</strong>ancial and Technology Professionals), USA.At present, we can see close cooperation betweenresearch <strong>in</strong> new <strong>in</strong><strong>format</strong>ion and communicationtechnologies, their development and usage <strong>in</strong> tourism<strong>in</strong>dustry. Nowadays it is possible to achieve fast<strong>in</strong>troduction of <strong>in</strong>novative strategies as IT <strong>in</strong>dustry isdevelop<strong>in</strong>g very rapidly and it is possible to f<strong>in</strong>d newsolutions <strong>in</strong> a relatively short period. An InternationalFederation for IT and Tourism and Travel has beenfounded (www.ifitt.org).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200694


INCREASE IN THE NUMBER OF INTERNETUSERSThe Internet is open and accessible to anybody. It isbecom<strong>in</strong>g accessible with the help of differenttechnologies – TV, mobile devices, <strong>in</strong>–car technology,etc. The cost of access is becom<strong>in</strong>g less with every year,and demand for it is grow<strong>in</strong>g every year.In 1996 there were 46.5 million of Internet users <strong>in</strong>the world: out of this number approximately 30 million<strong>in</strong> North America (USA and Canada), and only 9 million<strong>in</strong> Europe; currently, dur<strong>in</strong>g the years of 2000 – 2005, thenumber of Internet users has <strong>in</strong>creased by 182 % and atpresent accord<strong>in</strong>g to M<strong>in</strong>iwatts Market<strong>in</strong>g Groupcalculations has already reached 1 billion (M<strong>in</strong>iWattsMarket<strong>in</strong>g Group 2006) (see Table 1).Table 1. The Internet Users Breakdown by World Regions. Source: M<strong>in</strong>iWatts Market<strong>in</strong>g Group (2006a).World region Internet Usage % population(penetration)Usage % ofWorldUsagegrowth %2000-2005Africa 22 737 500 2.5 2.2 403.7Asia 364 270 713 9.9 35.7 218.7Europe 290 121 957 35.9 28.5 176.1Middle East 18 203 500 9.6 1.8 454.2North America 225 801 428 68.1 22.2 108.9Lat<strong>in</strong> America/Caribbean 79 033 597 14.3 7.8 337.4Oceania/Australia 17 690 762 52.9 1.8 132.21 018 057 389 15.7 100 182.0In 2004 on average 54 % of the households <strong>in</strong> the EUhad a personal computer at home, while 43 % had a homeInternet connection. About one <strong>in</strong> three connectedhouseholds had a broadband connection to the Internet (15% compared to 43 %) (European Communities, Eurostat2005b).Table 2. Internet Users <strong>in</strong> European Union 2005. Source:M<strong>in</strong>iWatts Market<strong>in</strong>g Group (2006b).MaltaSwedenDenmarkNetherlandsUnited K<strong>in</strong>gdomF<strong>in</strong>landGermanyLuxembourgPortugalAustriaIrelandEstoniaItalyBelgiumSlovakiaCzech RepublikFranceSloveniaSpa<strong>in</strong>LatviaGreeceCyprusHungaryLithuaniaPoland0 10 20 30 40 50 60 70 80 90 100Percents %In Table 2 we see data on the number of Internetusers <strong>in</strong> EU <strong>in</strong> % Population (Penetration). Latvia isat the bottom of this list, the data prove that theInternet users comprise 35.3 % of Population(Penetration), however, it should be noted thatregard<strong>in</strong>g the number of the Internet users from 2000-2005, Latvia shows the second biggest % <strong>in</strong> <strong>in</strong>crease(440 %) <strong>in</strong> the EU, after Malta (Malta – 652 %). Thefigures prove that dur<strong>in</strong>g the last 5 years the problemof the role of the Internet has become urgent.Latvia, accord<strong>in</strong>g to the rat<strong>in</strong>g of the WorldEconomic Forum (WEF) <strong>in</strong> 2005, regard<strong>in</strong>g usage of<strong>in</strong><strong>format</strong>ion and communication technologies (ICT),has reached the 51st place <strong>in</strong> the world, which,compared to the years 2004, is a rise by 5 steps (WEF2006).WEBSITE: IDEAL TOOL FOR TOURISTACCOMODATION MARKETINGInternet offers a wide range of market<strong>in</strong>g tools thatare also accessible and affordable for smallerorganizations. However, the websites of small touristaccommodations tend to be electronic brochures ratherthan dynamic and <strong>in</strong>teractive relationship market<strong>in</strong>gtools (Morrison et al. 1999).Data on Company Netcraft <strong>in</strong> March, 2006, showthat the number of registered doma<strong>in</strong>s reached 77.6million; 38 million of them have been active. Netcraft<strong>in</strong>dicates that the basis of the Internet home page boomAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200695


is a wish of small bus<strong>in</strong>esses to be seen and noticed on theInternet (Netcraft Ltd 2006). In its turn, EUROSTATresearch data prove that <strong>in</strong> 2004 more than 82 % of touristaccommodations <strong>in</strong> 25 EU countries have their own homepages. The highest <strong>in</strong>dicators <strong>in</strong> the EU are <strong>in</strong> F<strong>in</strong>land(98.6 %), Denmark (97.1 %), Slovenia (97.1%), Sweden(96.5 %) and Austria (93.5 %). The lowest percentageswere recorded <strong>in</strong> Lithuania (59.2%) and Portugal (59.4%).In Latvia, it is 82.8 %. (European Communities Eurostat2005a). Accord<strong>in</strong>g to the op<strong>in</strong>ion of research authors thefigures are too high and do not reflect the real situation <strong>in</strong>the state <strong>in</strong> general. The reasons for such high figurescould be:• The ratio of Riga tourist accommodations isdom<strong>in</strong>eer<strong>in</strong>g <strong>in</strong> the figures of statistics. About 40 %of Latvian tourist accommodations are located <strong>in</strong>Riga (Central Statistical Bureau of Latvia 2004);• The official statistics does not record the smalltourist accommodations, for example, the CentralStatistical Bureau of Latvia <strong>in</strong> 2005 reports only 418tourist accommodations.As regards the means used to access the Internet, the e-Europe policy promotes the distribution of broadbandtechnologies that allow more <strong>in</strong><strong>format</strong>ion to be conveyedat faster speed compared to the traditional dial-up phoneconnection. Tak<strong>in</strong>g the EU-25 average, only 48.3 % oftourist accommodation enterprises used broadbandtechnologies compared to 52.1 % for the wider economy.Very high rates of broadband connection were shownby: Denmark 87.8%, Sweden 76.4 %, and F<strong>in</strong>land 74.9%. Slovakia reported the lowest rate -13.7%. Latvia -42.3%, which is less than <strong>in</strong> Estonia (69 %) and Lithuania(54.4 %) (European Communities 2005 a).METHODOLOGYTo characterise the situation and check-<strong>in</strong> practice, towhat extent the <strong>in</strong><strong>format</strong>ion on tourist accommodationplaces is accessible on the Internet and to what extent theowners of tourist accommodation places use e-mail as ameans of communication, the research was divided <strong>in</strong>totwo parts:• Four Latvian adm<strong>in</strong>istrative districts were chosen foranalysis of availability of home pages and e-mail oftourist accommodations;• Analysis of availability of home pages and e-mail <strong>in</strong>tourist accommodations registered <strong>in</strong> the database ofLatvian Rural Tourism Association “Lauku ceļotājs”(<strong>in</strong> English -”Countryside traveler”).In the first part of the research the objects of tourismaccommodations were chosen <strong>in</strong> four Latvian districtsrepresent<strong>in</strong>g all the Latvian regions:• Ventspils District (Kurzeme Region),• Jelgava District (Zemgal Region),• Ludza District (Latgale Region),• Cēsis District (Vidzeme Region)The selective method and data analysis were chosenas research methods relat<strong>in</strong>g to <strong>in</strong><strong>format</strong>ion on tourismaccommodation places <strong>in</strong> respective districts compiledby Ventspils, Jelgava, Ludza and Cēsis TourismIn<strong>format</strong>ion Offices (TIO).In<strong>format</strong>ion on Ludza District touristaccommodation places was obta<strong>in</strong>ed from LatgaleRegional Development Agency portalhttp://turisms.latgale.lv, on Ventspils from VentspilsTIO portal www.tourism.ventspils.lv, on Cesis Districtfrom par Cēsis TIO portal www.tourism.cesis.lv, onJelgava District from Jelgava TIO, as their home pagewas <strong>in</strong> a construction stage at that moment. Dur<strong>in</strong>g theresearch, we used the <strong>in</strong>terview method; we<strong>in</strong>terviewed 7 managers of respective <strong>in</strong><strong>format</strong>ioncentres and other tourism experts.In total, we made data analysis of 233 touristaccommodations <strong>in</strong> Ventspils, Jelgava, Ludza andCēsis Districts. We used Microsoft Excel programmefor the data analysis. Tent areas <strong>in</strong>dicated by TIC,were not analysed separately. The authors of thisresearch <strong>in</strong>cluded two tourist accommodations <strong>in</strong> thetotal number (<strong>in</strong> Ventspils District - 2) that offer theirservices only <strong>in</strong> the summer season.It should be noted that the total number of touristaccommodations <strong>in</strong> the regions may be bigger thanshown <strong>in</strong> databases of regional TIOs as several touristaccommodations operate without send<strong>in</strong>g <strong>in</strong><strong>format</strong>ionabout their existence to the regional TIOs and have notbeen registered <strong>in</strong> the database of Latvian TourismDevelopment Agency (LTDA) as service providers.This fact was found when check<strong>in</strong>g the <strong>in</strong><strong>format</strong>ionon the exist<strong>in</strong>g accommodations <strong>in</strong> the given districts<strong>in</strong> a popular Latvian <strong>in</strong>ternet enquiry portalwww.viss.lv, where one may search and f<strong>in</strong>d anynecessary <strong>in</strong><strong>format</strong>ion, <strong>in</strong>clud<strong>in</strong>g accommodations and<strong>in</strong> which companies and private persons may place andupdate <strong>in</strong><strong>format</strong>ion about their enterprises. Forexample, <strong>in</strong> the portal www.viss.lv we found additional<strong>in</strong><strong>format</strong>ion on 7 tourist accommodations <strong>in</strong> VentspilsDistrict; they were not <strong>in</strong>cluded <strong>in</strong> Ventspils TIOdatabase by the research time, we also found 5 touristaccommodations <strong>in</strong> Cēsis District and one <strong>in</strong> Ludzaand Jelgava Districts accord<strong>in</strong>gly that were notregistered.Some other gaps were also found when check<strong>in</strong>g theLatvian Tourism Development Agency’s portalwww.latviatourism.lv where the <strong>in</strong><strong>format</strong>ion onAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200696


tourism accommodations (home pages and e-mails) didnot co<strong>in</strong>cide with the TIO <strong>in</strong><strong>format</strong>ion (e.g., <strong>in</strong> CēsisDistrict 3 accommodations do not mention home pagesthat are actually <strong>in</strong> the <strong>in</strong><strong>format</strong>ion database of the TIO).We may conclude from this that the latest <strong>in</strong><strong>format</strong>ion atthe disposal of the TIOs is processed very slowly to theLatvian Tourism Development Agency’s portalwww.latviatourism.lv; the fact that was also mentioned <strong>in</strong>the <strong>in</strong>terview by Latgale Region Tourism BureauManager L.Kondrāte.The second part of the research was devoted to theanalysis of Latvian Rural Tourism Association „Laukuceļotājs”, tourist accommodations who are associationcooperation partners. This methodology was chosen forseveral reasons:• The above mentioned association at present is thelargest professional tourism <strong>in</strong>dustry association <strong>in</strong>Latvia unit<strong>in</strong>g about 300 members and more than 400cooperation partners – lodg<strong>in</strong>gs <strong>in</strong> all regions ofLatvia;• Accommodations of the association comprise about40 % of the whole offer <strong>in</strong> Latvian rural tourism(represent<strong>in</strong>g figure about the state <strong>in</strong> general;• The association ma<strong>in</strong>ta<strong>in</strong>s a regularly updateddatabase on association partners– accommodationsand their offers (<strong>in</strong>cl. <strong>in</strong><strong>format</strong>ion on the availabilityof the Internet home pages and e-mails);• The association experts have had site visits to allaccommodations, so they may offer the latest andproven <strong>in</strong><strong>format</strong>ion;• The association accommodations are predom<strong>in</strong>antlyoutside the big cities and Riga, therefore they suit asan objective reflection of the situation <strong>in</strong> rural regionscompris<strong>in</strong>g the biggest part of the territory of Latvia;• The <strong>in</strong><strong>format</strong>ion on accommodation and their offer isalso available <strong>in</strong> the association’s publicly accessiblehome page www.celotajs.lv, hav<strong>in</strong>g detailed<strong>in</strong><strong>format</strong>ion about each accommodation site.The research was done <strong>in</strong> February – March 2006.Accord<strong>in</strong>g to the op<strong>in</strong>ion of the researchers, the tim<strong>in</strong>g isoptimal, as by this time the latest <strong>in</strong><strong>format</strong>ion onaccommodation possibilities for the new tourism seasonshould be updated. To a certa<strong>in</strong> extent the research depictsthe read<strong>in</strong>ess of accommodations for the summer seasonthat depend<strong>in</strong>g on suitable weather conditions may beg<strong>in</strong><strong>in</strong> the second half of May end cont<strong>in</strong>ue until the middle ofSeptember.ANALYSIS OF VENTSPILS, JELGAVA, LUDZA,AND CĒSIS DISTRICTS TOURISTACCOMMODATIONS HOME PAGES:ADDRESSES, OPERATION, AND AVAILABILITYIN FOREIGN LANGUAGESDur<strong>in</strong>g the research, all the 4 districts (Ventspils,Jelgava, Ludza and Cēsis) were checked.Tourist accommodations home pages <strong>in</strong>dicated <strong>in</strong>TIO home pages (altogether 77, see Table 3) to f<strong>in</strong>d outif they were really function<strong>in</strong>g (7 were not function<strong>in</strong>g;the biggest number of them- 5 were <strong>in</strong> Cēsis District,one home page <strong>in</strong> Jelgava and one <strong>in</strong> Ventspils District.Table 3. Number of tourist accommodations (as of01.02.2006.) and tourist accommodations with givenhome pages <strong>in</strong> Ludza, Ventspils, Jelgava and CēsisDistricts. Source: Ludza TIO, Ventspils TIO, CēsisTIO, Jelgava TIO 2006, home page <strong>in</strong>fo- authors’research as of 01.02.2006).All WEB % WEB notwork<strong>in</strong>gLudza City 1 - -Ludza District 18 3 16 -Ventspils City 34 7 1Ventspils District 53 24 36 -Cēsis City 13 7 -Cēsis District 89 23 29 5Jelgava City 4 4 1Jelgava District 21 6 40 -233 77 33 7Alongside accessibility of home pages, weevaluated their availability and operation <strong>in</strong> foreignlanguages. The conclusion is that entrepreneurs arereluctant and underestimate publication of <strong>in</strong><strong>format</strong>ion<strong>in</strong> foreign languages. On several home pages, theowners have <strong>in</strong>dicated symbols ENG, RUS, D(Ventspils District - 4, Cēsis District -3, JelgavaDistrict -2) mean<strong>in</strong>g that there should be <strong>in</strong><strong>format</strong>ion <strong>in</strong>these languages, yet it is not given there. However, itmay be noted as a positive aspect as it shows that theowners have considered it and trustful <strong>in</strong><strong>format</strong>ion willappear <strong>in</strong> the home pages by the beg<strong>in</strong>n<strong>in</strong>g of theactive tourism season.A similar picture may be seen <strong>in</strong> the portalwww.viss.lv, where the majority of the touristaccommodations <strong>in</strong> the four districts do not haveadditional <strong>in</strong><strong>format</strong>ion <strong>in</strong> any foreign language, someof them even have not renewed the price proposals.The most popular languages used <strong>in</strong> home pages ofthe tourist accommodations of the four districts areunder discussion that are available <strong>in</strong> district TIC homepages are given <strong>in</strong> Table 4.Table 4. Availability of In<strong>format</strong>ion <strong>in</strong> ForeignLanguages on Home Pages of Tourist accommodations<strong>in</strong> Ludza, Ventspils, Jelgava, Cēsis Districts (as of01.02.2006). Source: Authors’ research as of01.02.2006.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200697


WEB RUS ENG D LTLudza City - - - - -Ludza District 3 3 3 - -Ventspils City 7 2 2 - -Ventspils 24 11 20 8 -DistrictCēsis City 7 2 4 1 -Cēsis District 23 7 10 3 1Jelgava City 4 2 3 1 -Jelgava 6 2 5 1 -District77 29 47 14 1• English (ENG) – used <strong>in</strong> 47 tourist accommodationhome pages (majority <strong>in</strong> Ventspils District – on 20home pages, Jūrkalne Parish home pagewww.jurkalne.lv, <strong>in</strong><strong>format</strong>ion on touristaccommodations <strong>in</strong> the territory of the parish isoffered both <strong>in</strong> Latvian and <strong>in</strong> English, which ishighly positively evaluated.• Russian (RUS) – used <strong>in</strong> 29 tourist accommodationhome pages (majority <strong>in</strong> Ventspils District – on 11tourist accommodation home pages (althoughmostly on accommodations registered <strong>in</strong> the portalwww.viss.lv).• In German (D) – on 14 tourist accommodation homepages (aga<strong>in</strong> the majority <strong>in</strong> Ventspils District – 8tourist accommodation home pages, thanks to the<strong>in</strong><strong>format</strong>ion <strong>in</strong> the portal www.viss.lv.• In Lithuanian (LT) – only one tourist accommodationhome page <strong>in</strong> Cēsis District, the hotel ”Tigra” <strong>in</strong>Priekuļi Parish offers <strong>in</strong><strong>format</strong>ion <strong>in</strong> this language.Accord<strong>in</strong>g to the data of Ventspils TIO, <strong>in</strong> 2005 16%of lodgers <strong>in</strong> Ventspils District were travellers fromLithuania, 13 % from Germany, 12 % - from Estonia(their number of overnights stays <strong>in</strong> Ventspils Citycompared to 2004 has <strong>in</strong>creased by 80 %, as Estoniansmore and more actively use the services of the ferry l<strong>in</strong>eSLK Ferries, opened <strong>in</strong> May, 2005, from M<strong>in</strong>tu Port,Saaremaa to Ventspils).A positive example <strong>in</strong> the sphere of market<strong>in</strong>g is thenew Hotel Tigra <strong>in</strong> Cēsis District (opened <strong>in</strong> December,2004). Its location near Cēsis City (6 km) and activecooperation with one of the biggest w<strong>in</strong>ter sports centres<strong>in</strong> Latvia, “Žagarkalns”, as well as successful work ofmarket<strong>in</strong>g specialists. In 2005, it was targeted at attractionof Lithuanian travellers and has given positive <strong>in</strong> theoperation of the hotel. In 2005, 21 % of lodgers werefrom Lithuania (Magone 2006).Therefore, owners of tourism accommodationsshould pay more attention to publish<strong>in</strong>g <strong>in</strong><strong>format</strong>ion <strong>in</strong>those foreign languages where most of the travellerscome from to the given area. Address<strong>in</strong>g tourists <strong>in</strong>their native language gives maximum effect, as thetourist feels most welcome <strong>in</strong> such a case.In general, the best results from the exploreddistricts regard<strong>in</strong>g home page availability andaccessibility <strong>in</strong> tourist accommodations are <strong>in</strong>Ventspils District tourist accommodations. In VentspilsDistrict 12 tourist accommodations have their ownpermanent home pages, 12 tourist accommodations areavailable <strong>in</strong> the portal www.viss.lv (or the so called“rented home pages”), where the home page address iscomposed of the name of the accommodations +viss.lv, for example, www.kivites.viss.lv. There aresome tourist accommodations that consider <strong>in</strong><strong>format</strong>ionon the Internet as very important and <strong>in</strong>dicate severalhome page addresses, for example, the guest-house“Imantas” <strong>in</strong> Jūrkalne Parish – it gives 2 home pageaddresses where to f<strong>in</strong>d <strong>in</strong><strong>format</strong>ion on it:www.jurkalne.lv, www.imantas.viss.lv, or for example,the guest-house “Mežmalas” has its own home pagewww.mezmalas.com , but there is <strong>in</strong>fo also <strong>in</strong>www.mezmalas.viss.lv.However, as noted by Ventspils TIO ManagerG.Seilis, entrepreneurs still have not enoughunderstand<strong>in</strong>g of the role of the Internet <strong>in</strong> market<strong>in</strong>g,although Ventspils TIO has organised severalworkshops on these themes to entrepreneurs. A greatpart of the owners of tourist accommodations considerthat there is enough with the current <strong>in</strong><strong>format</strong>ion(which mostly are telephone numbers and location) thatVentspils TIO publishes <strong>in</strong> its home pagewww.tourism.ventspils.lv (Seilis 2006).Representative of Jelgava District TIOV.K<strong>in</strong>derēviča po<strong>in</strong>ted out <strong>in</strong> the <strong>in</strong>terview that <strong>in</strong>Jelgava District the prevail<strong>in</strong>g type is small tourismenterprises where tourism is only a secondary direction<strong>in</strong> economic activities and a m<strong>in</strong>or source of profit.Therefore, they consider the role of the Internet as<strong>in</strong>significant <strong>in</strong> their bus<strong>in</strong>ess, but <strong>in</strong> future theentrepreneurs forecast some development (K<strong>in</strong>derēviča2006).Another essential question is: what are theobjectives of a home page? Most of the explored homepages <strong>in</strong>volve simple <strong>in</strong><strong>format</strong>ion about theaccommodations (location, services, prices, photos,reservation contacts, etc). However, the home page hasvery many advantages and the most important of themis on-l<strong>in</strong>e reservation, very widely used <strong>in</strong> Europe aspart of effective Internet distribution and market<strong>in</strong>gstrategy. The tourist accommodations should be awarethat a home page is the “ma<strong>in</strong> entrance” for creat<strong>in</strong>gAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200698


<strong>in</strong>teractive relationships with clients and for reach<strong>in</strong>g newflourish<strong>in</strong>g markets.At present, none of tourist accommodations offers theclassical on-l<strong>in</strong>e reservation for book<strong>in</strong>g an overnightstay. Only 4 home pages (Hotel Kolonna Cēsis, HotelTigra, Hotel Dz<strong>in</strong>tarjūra, Seaside Camp<strong>in</strong>g <strong>in</strong> Ventspils)offer to send a reservation application to the home page <strong>in</strong>the Latvian language. The Seaside Camp<strong>in</strong>g and the HotelTigra reservation book<strong>in</strong>gs may be made also <strong>in</strong> English,Russian, Lithuanian (Hotel Tigra).With enhanced development of ICT and with <strong>in</strong>crease<strong>in</strong> e-commerce <strong>in</strong> the world, the follow<strong>in</strong>g view is ga<strong>in</strong><strong>in</strong>gpopularity: “no home page – no bus<strong>in</strong>ess”. In Latvia, e-tourism is at the very beg<strong>in</strong>n<strong>in</strong>g of its development. Outof the 4 researched districts <strong>in</strong> Latvia about 50% of touristaccommodations have their own home pages with an<strong>in</strong>dividual address, the rest of them are the so-called“rented addresses”. Owners of tourist accommodationsshould def<strong>in</strong>e their development directions and priorities<strong>in</strong> target markets: whether it will be just the Latvianmarket or <strong>in</strong>ternational entrepreneurship, and judg<strong>in</strong>g bythese considerations, the entrepreneurs should def<strong>in</strong>e thename of their home page on the Internet, or its doma<strong>in</strong>.The right choice of the doma<strong>in</strong> and <strong>in</strong>dividualisation ofthe home page or orientation to the target audience,l<strong>in</strong>kage of the home page to the Internet search eng<strong>in</strong>esare factors promot<strong>in</strong>g determ<strong>in</strong>ation of the touristaccommodation and success <strong>in</strong> tourism bus<strong>in</strong>ess.ANALYSIS OF E-MAIL CONTACTAVAILABILITY OF TOURISTACCOMMODATIONS IN VENTSPILS, JELGAVA,LUDZA, AND CĒSIS DISTRICTSE-mail is one of market<strong>in</strong>g <strong>in</strong>struments that help thebus<strong>in</strong>ess to build communication with the client.Therefore, it is as important as the home page. Thehospitality pr<strong>in</strong>ciple is important <strong>in</strong> tourism bus<strong>in</strong>ess; itstates that e-mail letters should be always answered. Thespeed of the answer to the client’s request is equallyimportant; it may strengthen the competitiveness of thetourism enterprise. E-mail may also be used foradvertis<strong>in</strong>g one’s enterprise.The research authors explored tourist accommodations<strong>in</strong> the 4 districts regard<strong>in</strong>g contact availability by e-mail.In total 35% of the tourist accommodations <strong>in</strong> the givendistricts have e-mail addresses (see Table 5).Table 5. Contact availability by e-mail with touristaccommodations <strong>in</strong> Ludza, Ventspils, Jelgava and CēsisDistricts (as of 01.02.2006). Source: Ludza TIO,Ventspils TIO, Cēsis TIO, Jelgavas TIO 2006, e-mail<strong>in</strong>fo- authors’ research as of 01.02.2006.)All accommodations e-mail %Ludza City 1 -Ludza District 18 4 21Ventspils City 34 19Ventspils53 18 43DistrictCēsis City 13 7Cēsis District 89 20 26Jelgava City 4 4Jelgava District 21 10 56233 82 35Proportionally the biggest numbers of such touristaccommodations are <strong>in</strong> Jelgava District where 56 % ofaccommodations have registered e-mail addresses. Thesmallest number of tem is <strong>in</strong> Ludza District -21 %. Itshould be noted that the authors did not carry outtest<strong>in</strong>g of the speed of answer<strong>in</strong>g from these e-mailaddresses, which would be a theme for a separateresearch. E-mail address test<strong>in</strong>g and the speed ofreaction to e-mail, letters were carried out <strong>in</strong> VentspilsCity accommodations <strong>in</strong> April 2005 by EuropeanRegional Tourism Institute; the results were thefollow<strong>in</strong>g: from 12 tourist accommodation places <strong>in</strong>Ventspils City answers to all the letters were notreceived from 4 accommodations, e-mail answerreaction speed was start<strong>in</strong>g from 10 m<strong>in</strong>. 28 sec. to 37,5 hours (Mackevics 2005), which may be considered asaverage.BRIEF DESCRIPTION OF ACTIVITIES OFRURAL ACCOMMODATIONS IN LATVIATo describe the situation <strong>in</strong> the countrysideregard<strong>in</strong>g activities of tourist accommodations <strong>in</strong>Latvia <strong>in</strong> general, the research authors used the data ofthe Latvian Rural Tourism Association „Laukuceļotājs”; the compiled data give a comprehensivestatistics <strong>in</strong> the rural tourism <strong>in</strong>dustry <strong>in</strong> Latvia; it mayalso be considered as represent<strong>in</strong>g the overall situation.At the end of 2005 <strong>in</strong> the database of the LatvianRural Tourism Association “Lauku ceļotājs”” <strong>in</strong>Latvian countryside and small towns were registered332 accommodations (actively operat<strong>in</strong>g) with 5243beds. Compared to the year 2004, the number oflodg<strong>in</strong>gs has <strong>in</strong>creased by 11%, but the number of beds– by 23%.The most popular accommodations type is theholiday home (34%, average 7 beds), guest-house(29%, about 19 beds) and farmhouses (21%, about 8beds). Other accommodations (camp<strong>in</strong>g sites, hotels,palaces/castles accounted for 16%.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 200699


In 2005 the tourists <strong>in</strong> Latvian rural accommodationshave spent ~ 325.330 nights (12% more than <strong>in</strong> 2004).The average occupancy of accommodations <strong>in</strong> 2005 was17%. Although the number of tourists has <strong>in</strong>creased, theaverage occupancy of tourist accommodations hasrema<strong>in</strong>ed the same, compared to 2004 because alongsidethe demand the supply has also <strong>in</strong>creased – the number oflodg<strong>in</strong>gs and beds.Local holidaymakers comprised 80% of the totalnights spent <strong>in</strong> rural accommodations <strong>in</strong> Latvia <strong>in</strong> 2005,while 20% were foreign tourists. However, of all thenights reserved by the tourists through the “Laukuceļotājs”, the foreign guests comprise 58%, which clearlyshows the significant role of the association <strong>in</strong> theattraction of foreign tourists.53% of the foreign tourists’ overnight stays have beenfrom Germany, Brita<strong>in</strong> (7%), F<strong>in</strong>land (6%), theNetherlands (5%), France (4%) and Belgium (4%).German, F<strong>in</strong>nish, British, Swedish tourists are the ma<strong>in</strong>generation market for Latvia, compris<strong>in</strong>g 36.1% ofovernight stays of foreigners <strong>in</strong> 2003 (EuropeanCommunities, Eurostat 2005c). With<strong>in</strong> the last 2 years themost rapid growth <strong>in</strong> the number of tourists has been fromEstonia, Brita<strong>in</strong>, Belgium, and Germany, the number ofnights has <strong>in</strong>creased (by 86%-130%). The abovementionedtrends show the importance of the Internethome pages, especially of the foreign language versions(<strong>in</strong>clud<strong>in</strong>g what language exactly).The average local tourists’ length of stay <strong>in</strong> a ruralaccommodation <strong>in</strong> 2005 was 1.4 days, but that of foreigntourists was 3.25 days which demonstrates the economicimportance of this target audience <strong>in</strong> the tourism market<strong>in</strong> Latvia.Accord<strong>in</strong>g to the calculations of the Association, <strong>in</strong>total the rural tourism and related activities <strong>in</strong> theterritories of Latvian countryside <strong>in</strong> 2005 may havegenerated at least 31.5 million Ls yield whichdemonstrates the significance of this sphere (LatvianCountry Tourism Association 2006).ANALYSIS OF HOME PAGE AND E-MAILAVAILABILITY IN THE TOURISTACCOMMODATIONS REGISTERED IN THEDATABASE OF THE LATVIAN RURAL TOURISMASSOCIATION “LAUKU CEĻOTĀJS”The authors of this publication explored 435 touristaccommodations <strong>in</strong>cluded <strong>in</strong> the Latvian Rural TourismAssociation “Lauku ceļotājs” database <strong>in</strong> the wholeterritory of Latvia. The results were summarisedseparately for regions, s<strong>in</strong>gl<strong>in</strong>g out Riga and JūrmalaCities.Accord<strong>in</strong>g to the LLTA “Lauku ceļotājs” touristaccommodations – cooperation partners’ statisticalanalysis of e-mail and home page availability of therespective accommodations, we may come to thefollow<strong>in</strong>g conclusions (see Table 6).Table 6. E –mail and home page availability of touristaccommodations registered <strong>in</strong> the database of LatvianRural Tourism Association “Lauku ceļotājs” (as of01.02.2006). Source: Latvian Country TourismAssociation database (2006).Region Number ofaccommodationse – mailKurzeme 141 71(50.3%)Rīga,49 47Jūrmala(95.9%)Vidzeme 152 100(65,7%)Zemgale 43 24(55.8,0%)Latgale 50 22(44.0%)Kopā 435 264(60.6%)Homepage51(36.1%)47(95.9%)63(41,4%)16(37.2%)12(24.0%)189(43.4%)• The smallest number of e – mail (less than halfcases) and home pages are <strong>in</strong> touristaccommodations <strong>in</strong> Latgale Region (24 %)(seeFigure 2);• The situation is a little better <strong>in</strong> Kurzeme andZemgale where e-mail is available <strong>in</strong> about a half(respectively 50.3 and 55.8 %) of touristaccommodations, but home pages – 36.1 and 37.2% of all tourist accommodations;• The situation is considerably better <strong>in</strong> VidzemeRegion where e-mail is available <strong>in</strong> more than ahalf of accommodations (65, 7 %), but home pages<strong>in</strong> – 41, 4 % of them;• The situations <strong>in</strong> Riga and Jurmala are drasticallydifferent, where e-mail and home pages areavailable <strong>in</strong> > 95 % of tourist accommodations(actually with area exceptions <strong>in</strong> all touristaccommodations;• Thus, <strong>in</strong> average <strong>in</strong> the state, e-mail is available <strong>in</strong>only a little more than a half (60, 6 %), but thehome page <strong>in</strong> less than a half (43, 4 %) of touristaccommodations that should be considered morethan <strong>in</strong>sufficient. It is also an <strong>in</strong>dicator ofsusta<strong>in</strong>able development <strong>in</strong> the sphere of usage andaccessibility of IT technologies and <strong>in</strong>frastructurequality;Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006100


• The data obta<strong>in</strong>ed by the research are <strong>in</strong> contradictionand differ for more than a half from the research ofEuropean Communities; Eurostat published research“ICT <strong>in</strong> the Tourism sector. Statistics <strong>in</strong> Focus34/2005”, where it is mentioned that <strong>in</strong> Latvia <strong>in</strong> theyear 2004 82.8 % of tourist accommodations hadtheir own home pages.Moreover, the given <strong>in</strong><strong>format</strong>ion about availability ofe-mail and a home page does not guarantee that there isInternet connection at all, as the home pages quite oftenare on servers somewhere else and e-mail is available <strong>in</strong>the tourist accommodation owner’s a second work place,or occasionally – with the owner’s children far away fromthe given farmhouse or even far from the nearest village.This leads to the conclusion that the real situation isactually even worse <strong>in</strong> the rural territories.The Internet is necessary <strong>in</strong> tourist accommodations:• For the owners and managers of touristaccommodations - for receiv<strong>in</strong>g urgent and essential<strong>in</strong><strong>format</strong>ion;16014012010080604020014171514947 4715210063435024 221612Kurzeme Rīga, Jūrmala Vidzeme Zemgale LatgaleAll accomodations e – mail WEBFigure 2. E – mail and Internet home page availability <strong>in</strong>tourist accommodations registered <strong>in</strong> the database ofLatvian Rural Tourism Association “Lauku ceļotājs” (asof 01.03.2006). Source: Latvian Country TourismAssociation database (2006).• For giv<strong>in</strong>g prompt answers to clients and tourismagencies regard<strong>in</strong>g reservations and other issues;Table 7. Availability of different types of Internetconnection <strong>in</strong> Latvia: advantages and disadvantages.Source: Ziemelis G. Latvian Country TourismAssociation (2006).TechnologyCable TVDSLDial upaccessGPRSEDGECDMAInstallation~ 10 Ls +40 Ls,cablemodem~ 15 Ls +35 Ls,ADSLterm<strong>in</strong>alSubscription4 - 13Ls7 - 16Lsno ~ 0,04Ls/m<strong>in</strong>~ 4 Lswith anexist<strong>in</strong>gmobiletelephoneconnectionSimilarto GPRS210 LsCDMAmodem +Triatelconnection +specialCDMAtelephone1.50 permonth.+0.15Ls/MbSimilar toGPRS23.60Ls/monthNotesAvailable only wherecable TV is <strong>in</strong>stalledand the operatorprovides the service (<strong>in</strong>bigger cities, but not <strong>in</strong>all districts)Available <strong>in</strong> areaswhere telephone l<strong>in</strong>esenable to <strong>in</strong>stall it. Inthe countryside <strong>in</strong>many areas it will notbe possible <strong>in</strong> thefuture (even if there is afixed telephone l<strong>in</strong>e)Very slow <strong>in</strong>ternet type- max 56 Kbit/s.Possible with very oldanalogue telephonel<strong>in</strong>es.Expensive and veryslow - max 40 Kbit/s.though practicallyavailable anyplacewhere there is mobiletelephone coverage.Speed up to 236 Kbit/s.Currently available <strong>in</strong>Riga, Riga District,Jurmala and Valmiera.Requisite: telephonewith EDGE support.1 Mb/s, offered byTriatel. Smallcoverage, but accord<strong>in</strong>gto available<strong>in</strong><strong>format</strong>ion, it ispractically available <strong>in</strong>almost the wholeterritory of Riga,Jūrmala, Ādaži,Ķekava, Carnikava,Muceniek<strong>in</strong>eighbourhood,Jelgava and Aizkraukle• For communication with other representatives andentrepreneurs of the <strong>in</strong>dustry.• For the market<strong>in</strong>g and advertis<strong>in</strong>g process of thetourist accommodation;• For jo<strong>in</strong><strong>in</strong>g reservation systems, market<strong>in</strong>gchannels, etc.;Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006101


• Clients consider the Internet accessibility as veryimportant.Accord<strong>in</strong>g to the available <strong>in</strong><strong>format</strong>ion, there are thefollow<strong>in</strong>g possibilities <strong>in</strong> Latvia regard<strong>in</strong>g <strong>in</strong>stallation ofthe Internet connection.CONCLUSIONSLatvia wishes to develop tourism as one of priorbranches and the development pace dur<strong>in</strong>g the previoustwo years, especially after jo<strong>in</strong><strong>in</strong>g the EU, <strong>in</strong>dicateadvancement of tourism <strong>in</strong>dustry <strong>in</strong> Latvia. The basicguidel<strong>in</strong>es of tourism development def<strong>in</strong>e modernisationpr<strong>in</strong>ciple provid<strong>in</strong>g more attention to <strong>in</strong>troduction ofmodern technologies <strong>in</strong> tourism. The authors of theresearch would like to stress that this modernisationcurrently is most urgent <strong>in</strong> Latgale Region.The overall European statistics does not depict thesituation <strong>in</strong> the whole territory <strong>in</strong> Latvia regard<strong>in</strong>g<strong>in</strong>troduction of modern technologies (especially theInternet access) <strong>in</strong> Latvia’s rural tourism enterprises.There is a radical difference between the development ofRiga and Jurmala Cities <strong>in</strong> the It sphere and the rest of thestate territory. That may be the reason why the totalstatistics shown by Eurostat about availability of homepages <strong>in</strong> 2004 <strong>in</strong>dicate such high rates. This was alsoconfirmed by the research that availability of homepagesfor tourist accommodations <strong>in</strong> Riga and Jurmalaterritories is 96 %, while <strong>in</strong> Latgale it is only 24 %, and,for example, <strong>in</strong> Ludza District it is only 16 %. Thisdemonstrates the strik<strong>in</strong>g difference <strong>in</strong> development ofLatvia’s regions <strong>in</strong> IT sphere.Problems exist also <strong>in</strong> the fact that even if theentrepreneur has an access to the Internet technically, itdoes not always give a positive result if the entrepreneuris not qualified enough <strong>in</strong> its proficient usage. It meansthat education of entrepreneurs <strong>in</strong> IT sphere is topical atthe same time. The research also revealed that homepages are not fully exploited as a market<strong>in</strong>g tool (they arenot specifically oriented to the ma<strong>in</strong> <strong>in</strong>com<strong>in</strong>g markets,i.e. <strong>in</strong><strong>format</strong>ion is not available <strong>in</strong> target languages. Forexample, <strong>in</strong> the four districts under discussion,<strong>in</strong><strong>format</strong>ion <strong>in</strong> English was available only <strong>in</strong> 61 % oftourist accommodation home pages.Dur<strong>in</strong>g the research, the authors tried to def<strong>in</strong>e thetopical problems <strong>in</strong> the sphere of IT <strong>in</strong>frastructure andusage <strong>in</strong> rural territories:• The exist<strong>in</strong>g communications <strong>in</strong>frastructure(cables, digital or analogue telephone l<strong>in</strong>es, radiol<strong>in</strong>ks, etc.) do not provide fast, user-friendly andrelatively cheap Internet connection <strong>in</strong> ruralterritories;• In many areas of the state territory (especially <strong>in</strong>isolated farmsteads, typical for Latvia, and <strong>in</strong>their neighbourhood) the necessarycommunications <strong>in</strong>frastructure does not existat all;• The exist<strong>in</strong>g Internet connections on offer (forexample, GPRS technologies) are expensive,relatively slow, not user-friendly, and requirespecific technical elements (like, telephoneswith respective technologies);• The people of older generations are not evenaware of the advantages offered by theInternet connection, a home page and e-mail;• Judg<strong>in</strong>g from the rate of IT development andtrends <strong>in</strong> Latvia, we may suppose that easy,fast and comparatively cheap Internetconnection <strong>in</strong> many regions of the state is nota prospect for near future yet.In conclusion it should be noted that the usage ofmodern IT possibilities is an essential precondition forsusta<strong>in</strong>able development of tourism <strong>in</strong>dustry, as theaccess to e-environment provides the user not onlywith the most topical <strong>in</strong><strong>format</strong>ion, but also ensuresconsiderate use of natural resources as it m<strong>in</strong>imizes theamount of pr<strong>in</strong>ted <strong>in</strong><strong>format</strong>ive materials.ACKNOWLEDGEMENTSThe authors would like to thank Latgale RegionalTourism Bureau Manager Līga Kondrāte, VentspilsTourism In<strong>format</strong>ion Office Manager Guntars Seilis,Jelgava Tūrism In<strong>format</strong>ion Office officer VitaK<strong>in</strong>derēviča, Cēsis Tourism In<strong>format</strong>ion OfficeManager Liene Kiršte<strong>in</strong>e, Hotel Tigra Market<strong>in</strong>gManager Andra Magone, Latvia Rural TourismAssociation ”Lauku ceļotājs’ President AsnateZiemele, for their generous consultations and providedmaterials that helped <strong>in</strong> prepar<strong>in</strong>g this research article.REFERENCESBuhalis, D. 2003. eTourism - In<strong>format</strong>ion technologyfor strategic tourism management, Prentice Hall,Harlow, UK, 280-309.Burns, E. 2005. 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Central Statistical Bureau of Latvia. 2004. Tourism <strong>in</strong>Latvia 2004. Riga, CSB.European Communities, Eurostat. 2005a. ICT <strong>in</strong> thetourism sector. Statistics <strong>in</strong> focus 34/2005.European Communities. Eurostat. 2005b. The digitaldivide <strong>in</strong> Europe.European Communities, Eurostat. 2005c. Tourism <strong>in</strong> theenlarged European Union. Statistics <strong>in</strong> focus 13/2005.K<strong>in</strong>derēviča, V. 2006. Jelgava TIO officer, <strong>in</strong>terview04/03/2006.Latvian Rural Tourism Association („Lauku ceļotājs”).2006. Rural Tourism <strong>in</strong> Latvia Latvijā 2005 – Facts andFigures.Mackevics, A. 2005. Research. “Ventspils CityAccommodation enterprise quality, development, andproposals for improvement.”Magone, A. 2006. Hotel Tigra Market<strong>in</strong>g Manager,Interview 06/03/2006.Mauer, E. 2003. Internet for the Retail Travel Industry.Delmar Learn<strong>in</strong>g. Thomson Learn<strong>in</strong>g, USA, Chapter 1, 2-11.M<strong>in</strong>istry of Economics of Republic of Latvia. 2004.Guidel<strong>in</strong>es for Tourism Development <strong>in</strong> Latvia. Riga:M<strong>in</strong>istry of Economics of the Republic of Latvia.M<strong>in</strong>istry of Economics of Republic of Latvia. 2006.Preses relīze 2006.gada 10.februārī.http://www.em.gov.lv/em/2nd/?lang=lv&id=12467&cat=621 [accessed 26/03/2006].M<strong>in</strong>iwatts Market<strong>in</strong>g Group. 2006a. Internet Usage <strong>in</strong> theEuropean Union.[accessed 02/032006].M<strong>in</strong>iwatts Market<strong>in</strong>g Group. 2006b.World Internet usage and population statistics. [accessed01/03/2006]Morrison, A.M. et al. 1999. Market<strong>in</strong>g small hotels onthe World Wide Web. In<strong>format</strong>ion Technology andTourism. 2; 97-113.Netcraft Ltd. 2006. March 2006 Web Server Survey.Poon, A. 2002. Competitive strategies for a “newtourism”, In: Aspects of Tourism: Classic Rewiews <strong>in</strong>Tourism. /Edited by C.Cooper. Channel ViewPublications, Clevedon, 130-42.Seilis, G. 2006. Ventspils TIC Manager, <strong>in</strong>terview23/02/2006.World Tourism Organization. 2001. E-bus<strong>in</strong>ess forTourism –Practical guidel<strong>in</strong>es for Tourism Dest<strong>in</strong>ationsand Bus<strong>in</strong>esses. Madrid, Spa<strong>in</strong>, 2-15.World Economic Forum. 2006b. The US rega<strong>in</strong>s firstposition <strong>in</strong> the rank<strong>in</strong>gs of the World EconomicForum's Global In<strong>format</strong>ion Technology Report 2005-2006. [accessed25/02/2006].World Economic Forum. 2006a.The Networked read<strong>in</strong>ess Index Rank<strong>in</strong>gs 2005. [last 01/03/2006].World Travel and Tourism Council, WTTC. 2006.Travel und Tourism climb<strong>in</strong>g to new heights. pp.16 [last 20/02/2006].UN World Tourism organization. 2006. Internationaltourism up by 5.5% to 808 million arrivals <strong>in</strong> 2005.[last 25/02/2006].BIOGRAPHYIveta Druva-Druvaskalne received a Master Degree<strong>in</strong> Geography from University of Latvia (1995).Currently a doctoral student of Faculty of Geographyand Earth Sciences, Department of EnvironmentalScience. S<strong>in</strong>ce 1999 lecturer, assistant professor <strong>in</strong>Tourism Organisation and Management Department atVidzeme University College, Valmiera City. Memberof Association of Geographers.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006103


A GLOBAL SIMULATION MODEL OF DOMESTIC AND INTERNATIONAL TOURISM: ANAPPLICATION TO THE ESTIMATION OF CLIMATE CHANGE IMPACTSAndrea Bigano 1 , Jacquel<strong>in</strong>e M. Hamilton 2 and Richard S.J. Tol 31 Fondazione Eni Enrico Mattei (FEEM), C.so Magenta, 63, 20123 Milano, ItalyE-mail: andrea.bigano@feem.it2 University of HamburgCentre for Wood Science, Leuschnerstr. 91, 21031 Hamburg, GermanyE-mail: j.hamilton@holz.uni-hamburg.de3 University of HamburgFNU, ZMK, Bundesstr. 55, 20146 Hamburg, GermanyE-mail: tol@dkrz.deKEYWORDSSimulation model, <strong>in</strong>ternational tourism, domestictourism, climate change.ABSTRACTThe literature on tourism and climate change lacks ananalysis of the global changes <strong>in</strong> tourism demand. Here asimulation model of domestic and <strong>in</strong>ternational tourismis presented that fills that gap. The current pattern of<strong>in</strong>ternational tourist flows and the number of domestictourism trips are modelled us<strong>in</strong>g 1995 data for 207countries. Us<strong>in</strong>g this basic model the impact on arrivals,departures and domestic tourism through changes <strong>in</strong>population, per capita <strong>in</strong>come and climate change areanalysed. In the medium to long term, tourism will grow,however the growth from climate change is smaller thanfor population and <strong>in</strong>come changes.INTRODUCTIONClimate is an important factor <strong>in</strong> the dest<strong>in</strong>ationchoice of tourists. Climate change is therefore likely toalter tourism patterns towards the poles and up themounta<strong>in</strong>s (Hamilton et al., 2005a, 2005b). This couldnegatively affect countries and regions that dependheavily on <strong>in</strong>com<strong>in</strong>g tourists, but it could also br<strong>in</strong>gbenefits to places currently shunned by tourists. Theimpact of climate change on tourism is qualitativelyclear. It is also, potentially important economically;tourism and recreation is, after health care, the secondlargest economic activity <strong>in</strong> the world. However,quantitative studies of the impact of climate change ontourism are rare. This paper tries to fill this gap,extend<strong>in</strong>g earlier work to domestic tourism and touristexpenditures.Climate change impact studies for tourism use avariety of approaches. Some studies use physiologicalmodels of comfort levels as a function of weather andclimate, either <strong>in</strong> great detail <strong>in</strong> a limited space (e.g.,Matzarakis, 2002) or globally with a cruder approach(Amelung and V<strong>in</strong>er, forthcom<strong>in</strong>g). Some studies focuson tourist resorts (e.g, Elsasser and Bürki, 2002; Perry,2003), whereas others focus on the behaviour of groupsof tourists (Maddison, 2001; Lise and Tol, 2002;Hamilton, 2003). The market for tourism is a global one.The Hamburg Tourism Model (HTM) was designed withthis requirement <strong>in</strong> m<strong>in</strong>d: a global model of tourism, itdoes not look <strong>in</strong>to detail <strong>in</strong> any one country, let alonetourism resort, either at the demand or the supply side.HTM does, however, allow for a synoptic overview,<strong>in</strong>clud<strong>in</strong>g the most important <strong>in</strong>teractions.In Hamilton et al. (2005a, 2005b), we use earlierversions of HTM, which models <strong>in</strong>ternational tourism.However, domestic tourism is not explicitly modelledthere. In fact, these papers assume that the change <strong>in</strong> theabsolute numbers of domestic tourists equals the change<strong>in</strong> the absolute numbers of <strong>in</strong>ternational departures,without consider<strong>in</strong>g the actual number of domestictourists. Recently collected data on domestic tourism(Bigano et al., 2005) allows us to consider this aspect andexplicitly model the trade-off between holidays <strong>in</strong> thehome country and abroad. Domestic tourists comprise86% of the total tourist numbers.Another major shortcom<strong>in</strong>g of earlier versions ofHTM was that they stopped at tourist numbers. In thisarticle, we extend the model to <strong>in</strong>clude touristexpenditures. This allows us to estimate the economicimplications of climate-change-<strong>in</strong>duced changes <strong>in</strong>tourism. Berrittella et al. (<strong>in</strong> press) do this for HTM,version 1.0, but only for six world regions, us<strong>in</strong>g acomputable general equilibrium model. Our economicapproach is far simpler, but it does <strong>in</strong>clude all countries<strong>in</strong>dividually.This article discusses the data used for this extendedversion of the Hamburg Tourism Model and discussesthe results of the simulations us<strong>in</strong>g scenarios ofeconomic and population growth and climate change.DATAData are crucially important to a simulation modellike the HTM. The data on <strong>in</strong>ternational arrivals andAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006104


departures for 1995 are taken from the World ResourcesDatabases (WRI, 2000). There are two major problemswith this dataset. Firstly, for some countries, the reporteddata are arrivals and departures for tourism only. Forother countries, the data are arrivals and departures for allpurposes. Unfortunately, it is impossible to correct forthis. Secondly, there are miss<strong>in</strong>g observations,particularly with regard to departures.For arrivals, 181 countries have data but 26 do not.We filled the miss<strong>in</strong>g observations with a statisticalmodel, viz.,(Equation 1)−7 −3 2 −5ln A = 5.97+ 2.05⋅ 10 G + 0.22T − 7.91⋅ 10 T + 7.15⋅ 10 C + 0.80ln Yi i i i i i0.97 0.96 0.07 2.21 3.03 0.09N = =2139; Radj0.54where A denotes total arrivals, G is land area (<strong>in</strong> squarekilometres); T is annual average temperature for 1961-1990 (<strong>in</strong> degrees Celsius) averaged over the country, Ctis length of coastl<strong>in</strong>e (<strong>in</strong> kilometres), and Y is per capita<strong>in</strong>come. i <strong>in</strong>dexes the country of dest<strong>in</strong>ation. This modelis the best fit to the observations for the countries forwhich we do have data. The total number of tourists<strong>in</strong>creases from 55.2 million (observed) to 56.5 million(observed + modelled). The 26 miss<strong>in</strong>g observationsconstitute only 2% of the <strong>in</strong>ternational tourism market.For departures, the data problem is more serious: 107countries report but 99 do not; 46.5 million departuresare reported, aga<strong>in</strong>st 56.5 million arrivals, so that 18% ofall <strong>in</strong>ternational tourists have an unknown orig<strong>in</strong>. Wefilled the miss<strong>in</strong>g observations with a statistical model,viz.,(Equation 2)Di−3 2 −2ln = 1.51− 0.18Ti + 4.83⋅10 Ti − 5.56⋅ 10 Bi + 0.86lnYi − 0.23ln GiP 17.05 0.17 16.82 4.22 0.09 0.13iN = =299; Radj0.66where D denotes departures (<strong>in</strong> number), P denotespopulation (<strong>in</strong> thousands) and B is the number ofcountries with shared land borders. i <strong>in</strong>dexes the countryof orig<strong>in</strong>. This model is the best fit to the observationsfor the countries for which we do have data. This leadsto a total number of departures of 48.2 million, so wescaled up all departures by 17% so that the total numberof observed and modelled departures equals the totalnumber of observed and modelled arrivals.For most countries, the volume of domestic touristflows is derived us<strong>in</strong>g 1997 data conta<strong>in</strong>ed <strong>in</strong> theEuromonitor (2002) database. For some other countries,we rely upon alternative sources, such as nationalstatistical offices, other governmental <strong>in</strong>stitutions or tradeassociations. Data are mostly <strong>in</strong> the form of number oftrips to dest<strong>in</strong>ations beyond a non-negligible distancefrom the place of residence, and <strong>in</strong>volve at least oneovernight stay. For some countries, data <strong>in</strong> this <strong>format</strong>were not available, and we resorted to either the numberof registered guests <strong>in</strong> hotels, campsites, hostels etc., orthe ratio between the number of overnight stays and theaverage length of stay. The latter <strong>format</strong>s underestimatedomestic tourism by exclud<strong>in</strong>g trips to friends andrelatives; nevertheless, we <strong>in</strong>cluded such data forcompleteness, rely<strong>in</strong>g on the fact that dropp<strong>in</strong>g them didnot lead to any dramatic change.In general, the number of domestic tourists is less thanthe regional population. ´However <strong>in</strong> 22 countries,residents were domestic tourists more than once per year.An exam<strong>in</strong>ation of the characteristics of such countriesshows that these are <strong>in</strong> general rich countries, endowedwith plenty of opportunities for domestic tourism andlarge (or at least medium-sized). This def<strong>in</strong>ition fits <strong>in</strong>particular Scand<strong>in</strong>avian countries (e.g., 4.8 domestictourists per resident <strong>in</strong> Sweden) but also Canada,Australia, and the USA. In the USA, the comb<strong>in</strong>ation ofa large national area, a large number of tourist sites, high<strong>in</strong>come per capita contribute to expla<strong>in</strong> why, on average,an average American took a domestic holiday 3.7 times<strong>in</strong> 1997. Distance from the rest of the world is alsoimportant, and this is most probably the explanation forthe many domestic holidays <strong>in</strong> Australia and NewZealand.We filled the miss<strong>in</strong>g observations us<strong>in</strong>g tworegressions. We <strong>in</strong>terpolated total tourist numbers, D+H,where H is the number of domestic tourists, us<strong>in</strong>g(Equation 3)Di+ Hiln = − 1.67+0.93lnYiP0.83 0.10iN = R =263;adj0.60Note that (3) is not limited from above. The number oftourists may exceed the number of people, which impliesthat people take a holiday more than once a year. Notethat we measure population numbers <strong>in</strong> thousands. Theparameters imply that people with an <strong>in</strong>come of $10,000per person per year take one holiday per year.The ratio of domestic to total holidays was<strong>in</strong>terpolated us<strong>in</strong>g(Equation 4)Hi− − − −ln = − 3.75+ 0.83⋅ 10 ln Gi + 0.93⋅ 10 ln Ci + 0.16⋅10 Ti − 0.29⋅10TiD + H 1.19 0.42 0.30 0.32 1.11i−7( Yi)+ 0.16− 4.43⋅10 lnY0.12 1.24N = R =i263;adj0.36i1 1 1 3 2The <strong>in</strong>dividual temperature parameters are notstatistically significant from zero at the 5% level, butthey are jo<strong>in</strong>tly significant. “Observations” for 1995 werederived from 1997 observations by divid<strong>in</strong>g the latter bythe population and per capita <strong>in</strong>come growth between1995 and 1997, correct<strong>in</strong>g the latter for the <strong>in</strong>comeelasticity of (3) and (4). The <strong>in</strong>come elasticity ofdomestic holidays is positive for countries with low<strong>in</strong>comes but falls as <strong>in</strong>come grows and eventually goesnegative. Qualitatively, this pattern is not surpris<strong>in</strong>g. Invery poor countries, only the upper <strong>in</strong>come class haveholidays and they prefer to travel abroad, also becausedomestic holidays may be expensive too (cf. Equation 6).As a country gets richer, the middle-<strong>in</strong>come class haveholidays too, and they first prefer cheap, domesticAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006105


200%0%19802045holidays. The share of domestic <strong>in</strong> total holidays onlystarts to fall if the lower <strong>in</strong>come class are rich enough toafford a holiday abroad; with the estimates of Equation(4), this happens if average <strong>in</strong>come exceeds $360,000, ahigh number.For the total (domestic and foreign) number oftourists, the world total is 12.0% higher if we <strong>in</strong>clude the<strong>in</strong>terpolated tourist numbers, that is, 4.0 billion versus3.6 billion tourists. The observed world total <strong>in</strong>cludesthose countries for which we have observed bothdomestic tourists and <strong>in</strong>ternational arrivals. For domestictourists only, the observations add up to 3.1 billiontourists, and 3.5 billion tourists with <strong>in</strong>terpolation, a12.1% <strong>in</strong>crease.Note that Equations (3) and (4) can be used to derive<strong>in</strong>ternational departures, just like Equation (2). Thecorrelation coefficient between these two alternatives is99.8%. We prefer (2) for its simplicity.WTO (2002) conta<strong>in</strong>s data on the number of nightsforeign tourists stay <strong>in</strong> selected countries. Divid<strong>in</strong>g bythe number of foreign tourists, this leads to the averagelength of stay, S. This can be modelled as(Equation 5)−6 −1 −4S = 2.13− 2.58 H −1.91⋅ 10 A + 2.06⋅ 10 T + 1.72⋅10Ci i i i i0.61 0.62 0.79 0.40 0.78where H is a dummy for measurement <strong>in</strong> hotels only (asopposed to all establishments). All parameters aresignificantly different from zero. The <strong>in</strong>come per capita<strong>in</strong> the dest<strong>in</strong>ation country does not affect the length ofstay. Equation (5) says that tourists stay longer <strong>in</strong> hottercountries, <strong>in</strong> smaller countries and <strong>in</strong> countries withlonger coasts; tourists spend less time <strong>in</strong> the dest<strong>in</strong>ationcountry if they are accommodated <strong>in</strong> a hotel.WRI (2002) has data on the total expenditures of<strong>in</strong>ternational tourists. Divid<strong>in</strong>g by the number of arrivalsand their length of stay, this yields expenditure pertourist per day, E, which can be modelled as(Equation 6)2E = − 611+ 0.029Y + 295 P R = 0.31; N = 47i i i200 0.007 71where P is the ratio of the purchas<strong>in</strong>g power parityexchange rate to the market exchange rate. Expenditures<strong>in</strong>crease l<strong>in</strong>early with the average per capita <strong>in</strong>come <strong>in</strong>the holiday country. This is as expected. Surpris<strong>in</strong>gly,there is no significant relationship between the average<strong>in</strong>come of the tourists and their expenditures. There isalso no significant relationship between expenditures and<strong>in</strong>come distributions, a measured by the G<strong>in</strong>i coefficient,<strong>in</strong> either the dest<strong>in</strong>ation or the orig<strong>in</strong> country. Per capita<strong>in</strong>come is measured <strong>in</strong> market exchange dollars. Thesecond explanatory variable <strong>in</strong> (6) is the ratio ofpurchas<strong>in</strong>g power and market exchange rates. This ratiois high (up to 5) for the least developed countries andaround 1 for developed economies. Holidays are moreexpensive <strong>in</strong> poorer countries, probably because<strong>in</strong>ternational tourists tend to be restricted to luxuryresorts.100%80%60%40%20%0%100%90%80%70%60%50%40%30%20%10%0%19801985199019952000200520102015202020252030203520402045205020552060206520702075208020852090209521001980198519901995200020052010201520202025203020352040204520502055206020652070207520802085209020952100100%80%60%40%20%0%100%80%60%40%20%0%19801985199019952000200520102015202020252030203520402045205020552060206520702075208020852090209521001980198519901995200020052010201520202025203020352040204520502055206020652070207520802085209020952100SISSSANAFCHISEASASSAMCAMMDEFSUCEEANZJPKWEUCANUSAFigure 1. The regional distribution of domestic tourists (top, left), <strong>in</strong>ternational departures (top, right), <strong>in</strong>ternationalarrivals (bottom, left) and tourism receipts (bottom, right) for the A1B scenarios without climate change. The regionsare, from top to bottom: Small Island States; Sub-Saharan Africa; North Africa; Ch<strong>in</strong>a, North Korea and Mongolia;South East Asia; South Asia; South America; Central America; Middle East; Former Soviet Union; Central and EasternEurope; Australia and New Zealand; Japan and South Korea; Western Europe; Canada, and the USA.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006106


120100maximumworldm<strong>in</strong>imum806040200-202000 2010 2020 2030 2040 2050 2060 2070 2080 2090 2100-40120100806040CanadaTajikistanGeorgiaArmeniaUkra<strong>in</strong>eSloveniaMacedonia, FYRTurkeyAfghanistanGreeceRwandaPeruBermudaAustraliaDom<strong>in</strong>icaLao People's Dem RepHondurasVanuatuCongoBahamasArubaTongaPanamaSolomon IslandsPhilipp<strong>in</strong>esS<strong>in</strong>gaporeSt. V<strong>in</strong>cent & Grenad<strong>in</strong>esNigerGambiaTuvalu200-20Figure 2. The effect of climate change on domestic tourist numbers, as a percentage of the numbers without climatechange; top panel: world average, maximum impact (positive), and m<strong>in</strong>imum impact (negative); bottom panel: impact<strong>in</strong> 2100, countries ranked to their annual average temperature <strong>in</strong> 1961-1990.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006107


250200maximumworldm<strong>in</strong>imum1501005002000 2010 2020 2030 2040 2050 2060 2070 2080 2090 2100-50-10025020015010050CanadaTajikistanGeorgiaArmeniaUkra<strong>in</strong>eSloveniaMacedonia, FYRTurkeyAfghanistanGreeceRwandaPeruBermudaAustraliaDom<strong>in</strong>icaLao People's Dem RepHondurasVanuatuCongoBahamasArubaTongaPanamaSolomon IslandsPhilipp<strong>in</strong>esS<strong>in</strong>gaporeSt. V<strong>in</strong>cent & Grenad<strong>in</strong>esNigerGambiaTuvalu0-50-100Figure 3. The effect of climate change on <strong>in</strong>ternational tourist arrivals, as a percentage of the numbers without climatechange; top panel: world average, maximum impact (positive), and m<strong>in</strong>imum impact (negative); bottom panel: impact<strong>in</strong> 2100, countries ranked to their annual average temperature <strong>in</strong> 1961-1990.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006108


140120maximumworldm<strong>in</strong>imum100806040200-202000 2010 2020 2030 2040 2050 2060 2070 2080 2090 2100-40-6014012010080604020CanadaTajikistanGeorgiaArmeniaUkra<strong>in</strong>eSloveniaMacedonia, FYRTurkeyAfghanistanGreeceRwandaPeruBermudaAustraliaDom<strong>in</strong>icaLao People's Dem RepHondurasVanuatuCongoBahamasArubaTongaPanamaSolomon IslandsPhilipp<strong>in</strong>esS<strong>in</strong>gaporeSt. V<strong>in</strong>cent & Grenad<strong>in</strong>esNigerGambiaTuvalu0-20-40-60Figure 4. The effect of climate change on total tourism expenditures, as a percentage of the numbers without climatechange; top panel: world average, maximum impact (positive), and m<strong>in</strong>imum impact (negative); bottom panel: impact<strong>in</strong> 2100, countries ranked to their annual average temperature <strong>in</strong> 1961-1990.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006109


RESULTSFigure 1 shows some characteristics of the A1Bscenario without climate change for 16 major worldregions. Currently, the OECD (the regions at the bottomof the graph) dom<strong>in</strong>ates tourism, with over half of worldtourists but only a fraction of the world population.However, the OECD share has been decl<strong>in</strong><strong>in</strong>g over thelast 20 years, and will cont<strong>in</strong>ue to do so. For most of the21st century, tourism will be predom<strong>in</strong>antly Asian.With<strong>in</strong> Asia, East Asia leads first, but South Asia willtake over after a few decades. The dom<strong>in</strong>ance of the richcountries <strong>in</strong> <strong>in</strong>ternational departures is stronger than it is<strong>in</strong> domestic holidays, and this dom<strong>in</strong>ance will decl<strong>in</strong>emore gradually. Asia (Africa) has a bigger (smaller)share of <strong>in</strong>ternational tourism than of domestic tourism,because it has so a number of big (many small) countries.The difference between Europe and North America hasthe same explanation. The pattern of <strong>in</strong>ternationalarrivals is similar to, but smoother than the pattern of<strong>in</strong>ternational departures; <strong>in</strong>ternational tourists crossborders, but prefer to travel not too far. The pattern ofreceipts from domestic and <strong>in</strong>ternational tourists isdifferent. Here, the OECD first expands its market shareas expenditures per tourist per day fall as the poorercountries grow richer – see Equation (6). After 2030,however, the other regions, but particularly Asia, capturea larger share of the market.Figure 2 shows the impact of climate change ondomestic tourism numbers, both over time and overspace. While the world aggregate number of domestictourists hardly changes due to climate change, <strong>in</strong>dividualcountries may face dramatic impacts that grow rapidlyover time. By 2100, domestic tourism numbers may beup by 100% or down by 30%. Roughly speak<strong>in</strong>g,currently colder countries see an <strong>in</strong>crease <strong>in</strong> domestictourism. Colder countries see an <strong>in</strong>crease <strong>in</strong> domestictourism, warmer countries a reduction. Exceptions to thisare countries at high altitudes; while colder than theirneighbour<strong>in</strong>g countries, they are projected to faceroughly the same, absolute warm<strong>in</strong>g and therefore breakthe smooth pattern of Figure 5. Because tourists prefer tostay close to home, high altitude countries have anadvantage over low altitude countries with a similar<strong>in</strong>itial climate, because the neighbour<strong>in</strong>g countries of theformer are hotter than the neighbour<strong>in</strong>g countries of thelatter. Countries at the m<strong>in</strong>imum (0.01) or maximum(0.99) share of domestic tourism <strong>in</strong> total tourism, are notaffected by climate change.Figure 3 shows the impact of climate change on<strong>in</strong>ternational tourism arrivals, both over time and overspace. Aggregate <strong>in</strong>ternational tourism falls because ofclimate change, reach<strong>in</strong>g a m<strong>in</strong>imum of 10% below thescenario without climate change around 2025, and edg<strong>in</strong>gtowards zero after that. Aggregate <strong>in</strong>ternational tourismfalls because more tourists stay <strong>in</strong> their home country (cf.Figure 5), particularly tourists from Germany and the UKwho make up a large part of <strong>in</strong>ternational tourism;tourists from hot countries would <strong>in</strong>creas<strong>in</strong>gly prefer<strong>in</strong>ternational over domestic holidays, and the share ofsuch tourists gradually <strong>in</strong>creases throughout the century.For <strong>in</strong>dividual countries, <strong>in</strong>ternational arrivals may fallby up to 60%, or <strong>in</strong>crease by up to 220% <strong>in</strong> 2100.Climate change <strong>in</strong>creases the attractiveness of coolercountries, and reduces that of warmer ones.Figure 4 shows the impact of climate change on totaltourism expenditures, both over time and over space.World aggregate expenditures hardly change, first ris<strong>in</strong>ga bit and then fall<strong>in</strong>g a bit. The situation is different for<strong>in</strong>dividual countries, with a range of a negative 50% to apositive 130% by 2100. Colder countries can expect toreceive more tourism money because of climate change,and warmer countries less. The relationship betweencurrent climate and impacts of climate change, however,is a lot noisier for expenditures than for <strong>in</strong>ternationalarrivals and domestic tourists.CONCLUSIONSWe present an updated and extended version of theHamburg Tourism Model (HTM). As <strong>in</strong> earlier papers(Hamilton et al., 2005a, 2005b), we f<strong>in</strong>d that climatechange would shift patterns of tourism towards higheraltitudes and latitudes. Domestic tourism may double <strong>in</strong>colder countries and fall by 20% <strong>in</strong> warmer countries(relative to the basel<strong>in</strong>e without climate change). Forsome countries <strong>in</strong>ternational tourism may treble whereasfor others it may cut <strong>in</strong> half. International tourism is more(less) important than is domestic tourism <strong>in</strong> colder(warmer) places. Therefore, climate change may doubletourist expenditures <strong>in</strong> colder countries, and halve them<strong>in</strong> warmer countries. However, <strong>in</strong> most places, the impactof climate change is small compared to the impact ofpopulation and economic growth.The model described <strong>in</strong> this paper is, to ourknowledge, one <strong>in</strong> its k<strong>in</strong>d. As all early models, it leavesmuch to be desired. Although the model is reasonablygood at reproduc<strong>in</strong>g current and past patterns of<strong>in</strong>ternational tourism, long-term and global studies oftourism demand are rare – and the empirical basis of themodel is therefore weak. This is even truer for the effectsof climate change on tourist dest<strong>in</strong>ation choice, where themodel is based on only a few studies from a limited setof similar countries. The projections neglect that changes<strong>in</strong> preferences, age structure, work<strong>in</strong>g hours and lifestyles would also affect tourist behaviour. The spatialresolution (national) of the model is crude, as is thetemporal resolution (annual). The economic impact doesnot extend beyond tourist expendituresFuture research is planned that would take <strong>in</strong>toaccount these shortcom<strong>in</strong>gs and so improve on the modeland provide useful analyses both for the tourism <strong>in</strong>dustryas well as for research on tourism and globalenvironmental change. Extend<strong>in</strong>g the model to enablescenarios of changes <strong>in</strong> age structure or <strong>in</strong> work<strong>in</strong>g hoursAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006110


would be a promis<strong>in</strong>g extension. Currently it is assumedthat all tourists have the same climate preferences. Thatthis is not the case is shown <strong>in</strong> Hamilton et al. (2005c).They derive different climate-demand relationships fordifferent age groups that could be <strong>in</strong>corporated <strong>in</strong>toHTM. A regional resolution of the model would allowfor the diverse attractiveness of regions with<strong>in</strong> countries.Hamilton and Tol (<strong>in</strong> preparation) have downscaled theresults of the HTM to the regions of the UK, Ireland andGermany. Unfortunately, there is no data on where<strong>in</strong>ternational tourists are from that arriv<strong>in</strong>g <strong>in</strong> therespective regions. This means that the model itselfcannot simply be applied to the regions. Instead thetourist numbers are downscaled us<strong>in</strong>g a differenttechnique.A seasonal resolution would allow for the separateanalysis of sun and snow seekers, and would allowtourists to shift their holidays not only <strong>in</strong> space (as theydo <strong>in</strong> the current model) but also <strong>in</strong> time (from summerto spr<strong>in</strong>g and autumn).Another potential application of the model is tosusta<strong>in</strong>ability analysis. On the one hand, tourists exertsubstantial pressure on the environment (Becken et al.2003; Goessl<strong>in</strong>g, 2002) while ecotourism supportsconservation (Goessl<strong>in</strong>g, 1999 and Wilson and Tisdell,2001). Immediate applications <strong>in</strong>clude an analysis of therelocation effects due to restrictions on tourist numbers <strong>in</strong>a particular country (e.g., Bhutan). In Hamilton et al.(2005b), we project carbon dioxide emissions from<strong>in</strong>ternational travel, but other emissions and resource usecan be readily added (if the data are available) now thatthe model <strong>in</strong>cludes the length of stay as well. Theimplications of constra<strong>in</strong>ts on emissions and resource usecould then be analysed too. In this paper, theattractiveness of a tourist dest<strong>in</strong>ation consists of a climatecomponent, which changes, and a second, unspecificcomponent, which is kept constant. Splitt<strong>in</strong>g the latterwould allow for the analysis of other environmentalchanges – for example, the establishment of nationalparks. The analysis of price <strong>in</strong>struments to change thebehaviour of tourists would require add<strong>in</strong>g costs to theattractiveness <strong>in</strong>dex, and splitt<strong>in</strong>g “distance” <strong>in</strong>to its priceand time components. These are important topics forfuture research.The paper demonstrates that, erratic as <strong>in</strong>dividualtourists may be, mass tourist movements can be modelledand projected <strong>in</strong>to the future. As tourism is an importantdriv<strong>in</strong>g force of global environmental change, this is astep towards the prediction of human impacts on theenvironment and, via climate change for example, ofenvironmental change on human behaviour.The model and all necessary <strong>in</strong>put data can bedownloaded at:http://www.uni-hamburg.de/Wiss/FB15/Susta<strong>in</strong>ability/modelsACKNOWLEDGEMENTSThe CEC DG Research through the DINAS-Coastproject (EVK2-2000-22024), the US National ScienceFoundation through the Center for Integrated Study ofthe Human Dimensions of Global Change (SBR-9521914) and the Michael Otto Foundation forEnvironmental Protection provided welcome f<strong>in</strong>ancialsupport. 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Hamilton, J.M., D.J. Maddison and R.S.J. Tol. 2005a.Climate Change and International Tourism: A SimulationStudy. Global Environmental Change, 15 (3), 253-266.Hamilton, J.M., D.J. Maddison and R.S.J. Tol. 2005b.The Effects of Climate Change on International Tourism,Climate Research, 29, 245-254.Hamilton, J.M., D.J. Maddison and R.S.J. Tol. 2005c.Climate Preferences and Dest<strong>in</strong>ation Choice: ASegmentation Approach, FNU-90, Hamburg Universityand Centre for Mar<strong>in</strong>e and Atmospheric Science,Hamburg. (submitted)Hamilton, J.M. and R.S.J. Tol. (<strong>in</strong> preparation). Theimpact of climate change on tourism on the British Islesand <strong>in</strong> Germany: a simulation study.Hamilton, J.M. and R.S.J. Tol. 2004. The Impacts ofClimate Change on Tourism and Recreation, Hamburg:Research Unit Susta<strong>in</strong>ability and Global Change FNU-52, Hamburg University and Centre for Mar<strong>in</strong>e andAtmospheric Science.Hoozemans, F.M.J., M. Marchand and H.A. Pennekamp.1993. A Global Vulnerability Analysis: VulnerabilityAssessment for Population, Coastal Wetlands and RiceProduction and a Global Scale (second, revised edition),Delft Hydraulics, Delft.Lise, W. and R.S.J. Tol. 2002. Impact of climate ontourism demand. Climatic Change, 55(4), 429-449.Matzarakis, A. 2002. Examples of climate and tourismresearch for tourism demands. In: <strong>Proceed<strong>in</strong>gs</strong> of the15th Conference on Biometeorology and Aerobiologyjo<strong>in</strong>t with the International Congress on Biometeorology.27. October to 1. November 2002, Kansas City,Missouri, pp 391-392. - Onl<strong>in</strong>e document:http://www.mif.unifreiburg.de/matzarakis/publication.htmMaddison, D.J. 2001. In search of warmer climates? Theimpact of climate change on flows of British tourists.Climatic Change, 49, 193-208.Perry, A. 2000. Impacts of climate change on tourism <strong>in</strong>the Mediterranean: Adaptive responses. Nota di Lavoro35.2000, Fondazione Eni Enrico Mattei, Milan, Italy.Wilson, C. and C. Tisdell. 2001. Sea turtles as a nonconsumptiveresource especially <strong>in</strong> Australia. TourismManagement 23, 279-288.BIOGRAPHYAndrea Bigano holds a Ph.D. <strong>in</strong> Economics from theKatholieke Universiteit Leuven, (Belgium), a M.Sc. <strong>in</strong>Environmental Economics from the University CollegeLondon (UK), and a degree <strong>in</strong> Economics fromUniversità Commerciale Luigi Bocconi, (Milan, Italy).He has been Scientific Consultant for the Abdus SalamInternational Centre for Theoretical Physics (anUNESCO research centre based <strong>in</strong> Trieste, Italy) andresearcher at the Centre for Economic Studies,Katholieke Universiteit Leuven. Currently AndreaBigano is Senior Researcher at Fondazione Eni EnricoMattei (Milan, Italy) where he contributes to climatechange and energy markets research. He is also aconsultant for REF, an <strong>in</strong>dependent Italian researchcentre and consult<strong>in</strong>g firm, where he coord<strong>in</strong>ates aproject on energy <strong>in</strong>vestments.Jacquel<strong>in</strong>e Hamilton is a researcher at the University ofHamburg. As well as an MA <strong>in</strong> Economics from theUniversity of Glasgow and a Master’s Degree <strong>in</strong> Townand Regional Plann<strong>in</strong>g from the University of Liverpool(UK), she has a PhD <strong>in</strong> Economics from the Universityof Hamburg. Her PhD thesis looked at the impact ofclimate change on tourism <strong>in</strong> the coastal zone. Her ma<strong>in</strong>research fields are tourism, recreation and theenvironment, environmental economics and tourismeconomics. She is currently work<strong>in</strong>g on the valuation oflandscape change caused by the implementation ofsusta<strong>in</strong>able forestry programmes.Richard Tol has been a professor at Hamburg Universitys<strong>in</strong>ce April 2000. He holds a Ph.D. <strong>in</strong> Econometrics fromthe Vrije Universiteit <strong>in</strong> Amsterdam. He is <strong>in</strong>terested <strong>in</strong>the application of economic, mathematical and statisticaltechniques, such as time series analysis, valuation,decision analysis, and game theory, to environmentalproblems, <strong>in</strong> particular climate change, natural disasters,and river bas<strong>in</strong> management. He is advisor and referee ofnational and <strong>in</strong>ternational policy and research. He is anauthor (contribut<strong>in</strong>g, lead, pr<strong>in</strong>cipal and conven<strong>in</strong>g) ofWork<strong>in</strong>g Groups I, II and III of the IntergovernmentalPanel on Climate Change. He is an author and editor ofthe UNEP Handbook on Methods for Climate ChangeImpact Assessment and Adaptation Strategies. Richard isan editor of Energy Economics, an associate editor ofEnvironmental and Resource Economics, and a memberof the editorial board of Environmental Science andPolicy and Integrated Assessment.WRI. 2000. World Resources Database 2000-2001.Wash<strong>in</strong>gton, D.C: World Resources Institute.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006112


AN OVERVIEW OF THE AGENT − BASED SOCIAL SYSTEM SIMULATION TOOLSDmitrij PozdnyakovRiga Technical University1, Kalku Street, Riga, LV-1658, LatviaE-mail: dmitrij.pozdnakov@<strong>in</strong>box.lvKEYWORDSSocial System Simulation, Agent − Based SimulationTools.ABSTRACTWhile mov<strong>in</strong>g from Industrial age towardIn<strong>format</strong>ion age, which outl<strong>in</strong>es the development of theIn<strong>format</strong>ion society, researches of social systems ofvarious scales (country, region, organization, etc.)become more significant. Impact of various socialsystems to our everyday life becomes <strong>in</strong>creas<strong>in</strong>glyimportant. Therefore, social systems start seriously to<strong>in</strong>fluence the development of countries as a whole, andtheir regions <strong>in</strong> particular. Balanced regionaldevelopment of countries that are mov<strong>in</strong>g toward theestablishment of <strong>in</strong><strong>format</strong>ion and knowledge-basedsociety is one of the hot topics now.Plann<strong>in</strong>g or regional development is one of thesetopics. This is the ma<strong>in</strong> reason why different methodsand approaches appear targeted toward modell<strong>in</strong>g andsimulation of social systems from the perspective ofregional development.Agent − based social systems simulation is a newresearch strategy that is develop<strong>in</strong>g very rapidly. Thebasic pr<strong>in</strong>ciple of agent-based simulation is that a systemis constructed out of a number of sub-systems – so-calledagents. The approach of agent-based simulation can beeasily applied to the social system simulation, as it givesthe possibility of generat<strong>in</strong>g complex systems based onsimple rules.The purpose of this article is to give the shortoverview of the agent-based social system simulationtools. Wide varieties of such tools (systems) have beendeveloped <strong>in</strong> the recent years. Their primarily goal is toassist the model build<strong>in</strong>g. Tools differ with its design,presence of functions for scientific social modell<strong>in</strong>g,presence of functions for visualization of results andpresence of functions for the support of modell<strong>in</strong>gprocess.The paper may be useful for those who plan to startus<strong>in</strong>g one of such system from the scratch. The papershortly describes each system, po<strong>in</strong>t<strong>in</strong>g out key featuresof the system, programm<strong>in</strong>g language and the systemusability for the scientific social modell<strong>in</strong>g; also there arereferences to the <strong>in</strong><strong>format</strong>ion sources available on theInternet.The overview is based on official toolsdocumentation, papers written by developers and users,and on the personal work experience with these systems.AGENT − BASED SOCIAL SYSTEMSIMULATIONIn agent−based social system simulation approach, allsocial system <strong>in</strong>dividuals, represented by agents, have an<strong>in</strong>ternal model of the world governed by rules ofbehaviour. Through mutual competition, coord<strong>in</strong>ationand cooperation of agents it is possible to explore thedifferent social systems and to analyse the constructionprocess of the modelled system from the po<strong>in</strong>t of view ofcomplex adaptive systems. In agent − based approachlearn<strong>in</strong>g, adaptation and evolution of the process areconsidered and, <strong>in</strong> addition, social systems theory,<strong>in</strong>clud<strong>in</strong>g learn<strong>in</strong>g and the evolutionary process of agentsare explored (Agent-based Modell<strong>in</strong>g 2006).All known agent – based social system simulationtools are designed primary to assist the build<strong>in</strong>g ofmodel. The facilities for other phases of a model’s lifecycle, such as model evaluation, model ma<strong>in</strong>tenance, andmany other types of model use are rather limited at thistime. The primary supports for model use arevisualizations of model state and some modest facilitiesfor collect<strong>in</strong>g statistics <strong>in</strong> a s<strong>in</strong>gle run. Tool developershave not yet confronted issues of compar<strong>in</strong>g multiplemodel runs, load<strong>in</strong>g or calibrat<strong>in</strong>g models from data,automatically generat<strong>in</strong>g large numbers of cases fromexperimental designs, or collect<strong>in</strong>g and statisticallyanalys<strong>in</strong>g the results of large numbers of experiments.Accord<strong>in</strong>g to (Gilbert and Bankes 2003) agent−basedsocial system simulation tools can be divided <strong>in</strong> threegroups (classes):The first group <strong>in</strong>cludes environments, which consistsof standardized software libraries of rout<strong>in</strong>es, whichcould be <strong>in</strong>cluded <strong>in</strong> modeller’s own purpose-buildprogram. Such libraries usually provide basic functionsAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006113


for agent – based model build<strong>in</strong>g. The ma<strong>in</strong> purpose ofsuch software is to make the process of programm<strong>in</strong>g ofmodels easer for modeller, faster and more reliable.Instead of writ<strong>in</strong>g and validat<strong>in</strong>g modeller’s rout<strong>in</strong>es,modeller could <strong>in</strong>clude a standard library procedure to dothe job.The ma<strong>in</strong> advantages of this paradigm are thefollow<strong>in</strong>g:• Modeller does not have to reimplement basicalgorithms, visualization algorithms, or somestatistical software;• The modeller can build very specific models,because modell<strong>in</strong>g environment does not limitmodeller’s abilities, by provid<strong>in</strong>g a set of strictlydef<strong>in</strong>ed functions. Modeller still can implement allnecessary functions by himself.Such tools based on libraries have some limitations,too:• Programm<strong>in</strong>g libraries require that modeller need tohave a good work<strong>in</strong>g knowledge of theprogramm<strong>in</strong>g language that is used <strong>in</strong> this libraries;• Construction of models us<strong>in</strong>g standardized librariesapproaches can be h<strong>in</strong>dered by the need to f<strong>in</strong>dways of work<strong>in</strong>g around the built-<strong>in</strong> assumptions.Modeller among the available libraries shouldcarefully choose those that fit best for his modelpurposes, otherwise he will be forced to implementall necessary rout<strong>in</strong>es by himself.For example, both Ascape and RePast (see thedescription of the tools <strong>in</strong> the follow<strong>in</strong>g part of thepaper) are excellent for simulation <strong>in</strong>volv<strong>in</strong>g agentslocated on a rectil<strong>in</strong>ear grid. They are less useful forsimulation that have no spatial aspects or formodels, which require a geographical <strong>in</strong><strong>format</strong>ionsystem to simulate an actual terra<strong>in</strong> (for thispurposes you should better to pay attention onCormas).The second group <strong>in</strong>cludes agent – based modell<strong>in</strong>genvironments with <strong>in</strong>tegrated graphic developmentenvironment. Usually these systems are built ofpackages, that is, collections of rout<strong>in</strong>es, assembled witha common standardized user <strong>in</strong>terface. There is noth<strong>in</strong>gwith the scale or sophistication of these statisticalpackages, yet the systems available for build<strong>in</strong>g agentbasedmodels.The ma<strong>in</strong> advantage of these systems is that<strong>in</strong>tegrated environment allows the build<strong>in</strong>g of verysimple models us<strong>in</strong>g direct manipulation or ‘‘visualprogramm<strong>in</strong>g’’. Modeller does not have to deal withcomplicated programm<strong>in</strong>g languages. The systems of thisk<strong>in</strong>d meant ma<strong>in</strong>ly for students and even schoolchildren.Unfortunately, the simplicity of such systems makesthem improper for complex agent – based modelbuild<strong>in</strong>g. Usual drawback of such environment is that itis very difficult to develop agents possess<strong>in</strong>g even simplecognitive models, and it would be impossible to createmodels us<strong>in</strong>g any k<strong>in</strong>d of evolutionary approach (e.g., agenetic algorithm). Sometimes such agents lack identityand ability to communicate.The third group <strong>in</strong>cludes more advanced agent –based modell<strong>in</strong>g systems with <strong>in</strong>tegrated modell<strong>in</strong>genvironment and also some advanced tools, providedespecially for scientific social system simulation, whichmakes them useful for complex social system modell<strong>in</strong>g.Hence, the ma<strong>in</strong> advantage is that, unlike the softwarelibraries (see group one), such systems do not demandthat users are fluent <strong>in</strong> the underly<strong>in</strong>g programm<strong>in</strong>glanguage. On the other hand, such systems do requireusers to learn a complex <strong>in</strong>terface that can be as difficultto master as a full programm<strong>in</strong>g language.The most popular of available agent–based modell<strong>in</strong>gtools for social systems simulation are listed <strong>in</strong> thefollow<strong>in</strong>g part of the paper. The list is divided <strong>in</strong>togroups accord<strong>in</strong>g to the classification mentioned above.Five criteria, namely, description, suitability forsocial system simulation, programm<strong>in</strong>g language,availability of <strong>in</strong>stallation files or source code, andavailability of documentation and other useful<strong>in</strong><strong>format</strong>ion sources are used for characterization of eachtool.Libraries for agent − based social system simulation1. RePastDescription:RePast is a freely available agent-based simulationtoolkit specifically designed for social scienceapplications. RePast permits the systematic study ofcomplex system behaviours through controlled andreplicable computational experiments with table, chart,and graphical displays of output. RePast is designed as aset of programm<strong>in</strong>g libraries. RePast libraries providebasic functionalities for agent build<strong>in</strong>g, agentcommunication realization, rapid user <strong>in</strong>terface design,and modell<strong>in</strong>g result visualisation and sav<strong>in</strong>g. The lastRePast version also <strong>in</strong>cludes <strong>in</strong>tegrated modell<strong>in</strong>genvironment (RePastPy).Accord<strong>in</strong>g to (Tobias and Hoffmann 2006) RePast isthe most suitable simulation framework for the appliedmodell<strong>in</strong>g of social <strong>in</strong>terventions based on theories anddata now.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006114


Suitability for social system simulation:Allow build<strong>in</strong>g model of any number of complexsocial agents. Allow build<strong>in</strong>g biological and simpleeconomic models (Tobias and Hoffmann 2006).Programm<strong>in</strong>g language:RePast has multiple pure implementations <strong>in</strong> severallanguages: RePastJ (implemented us<strong>in</strong>g Java packages),RePast.Net (implemented us<strong>in</strong>g .Net technologies) andRePastPy (implemented <strong>in</strong> Python script<strong>in</strong>g language).RePastPy <strong>in</strong>cludes graphical environment for modelbuild<strong>in</strong>g. In the latter case, it is supposed that user buildsthe frame of the model us<strong>in</strong>g RePastPy environment, andthen details the model us<strong>in</strong>g functionality of Javapackages <strong>in</strong> order to get the f<strong>in</strong>al model.Availability:Free (open source)Useful Internet resources:a) RePast home page / Internet. -http://RePast.sourceforge.net/. RePast Internetsite gives access to RePast <strong>in</strong>stallation andsource files, RePast documentation, tra<strong>in</strong><strong>in</strong>gtutorials, papers by the third parties and variousexamples of RePast models.b) Owen Densmore, Sun Microsystems / Internet. -http://complexityworkshop.com/cw/tutorial/RePast/<strong>in</strong>dex.html. A good <strong>in</strong>troduction to RePast.c) Iowa State University: RePast: A SoftwareToolkit for Agent-Based Social ScienceModel<strong>in</strong>g / Internet. -http://www.econ.iastate.edu/tesfatsi/RePastsg.htm. Site provides l<strong>in</strong>ks to read<strong>in</strong>gs, discussionmaterials, software, and other resources ofpotential use to those wish<strong>in</strong>g to embark on aself-study of RePastJ. Overall <strong>in</strong>terest<strong>in</strong>g anduseful site.d) Arizona State University: How to create aRePast model / Internet. -http://www.u.arizona.edu/~jtmurphy/H2R/HowTo01.htm. In-depth RePastJ tutorial.e) University of Michigan: Agent-Based Model<strong>in</strong>g/ Internet. -http://www.cscs.umich.edu/~dtrob<strong>in</strong>s/abm/abm.html. Article outl<strong>in</strong>es the steps what a modelerneeds to perform <strong>in</strong> order to build models(perform programm<strong>in</strong>g) with RePast <strong>in</strong> Eclipse(i.e. Java programm<strong>in</strong>g environment).f) Lars-Erik Cederman. Endogeniz<strong>in</strong>g geopoliticalboundaries with agent-based model<strong>in</strong>g /Internet. -http://www.pnas.org/cgi/content/abstract/99/suppl_3/7296. An example of the RePast agent –based social system model.2. SwarmDescription:Swarm provides a set of libraries that the developeruses for build<strong>in</strong>g complex social system models and foranalys<strong>in</strong>g, display<strong>in</strong>g, and controll<strong>in</strong>g experiments onthose models.The fundamental component that organizes the agentsof a Swarm model is a 'swarm'. A swarm is a collectionof agents with a schedule of events over those agents.The swarm represents an entire model: it conta<strong>in</strong>s theagents as well as the representation of time. Swarmsupports hierarchical modell<strong>in</strong>g whereby an agent can becomposed of swarms of other agents <strong>in</strong> nested structures.In this case, the higher-level agent's behaviour isdef<strong>in</strong>ed by the emergent phenomena of the agents <strong>in</strong>sideits swarm. This multi-level model approach offered bySwarm is very powerful. Multiple swarms can be used tomodel agents that themselves build models of theirworld. In Swarm, agents can themselves own “swarms”,namely, models that an agent builds for itself tounderstand its own world.Accord<strong>in</strong>g to (Dugdale 2006), Swarm is the mostpowerful and flexible simulation platform. However,Swarm has a very steep learn<strong>in</strong>g curve. It is necessary tohave experience of Java (or C++), be acqua<strong>in</strong>ted with theobject-oriented methodology, and be able to learn someSwarm code.Suitability for social system simulation:Suitable for build<strong>in</strong>g complex and large agent − basedsocial system simulations.Programm<strong>in</strong>g language:The Swarm libraries are written <strong>in</strong> C++. However, itis also possible to use Java to call upon the facilitiesoffered by the libraries.Availability:Free (Open Source)Useful Internet resources:a) Swarm home page / Internet. -http://www.swarm.org/. Provides a good<strong>in</strong>troduction to Swarm.b) Santa Fe <strong>in</strong>stitute home page / Internet. -http://www.santafe.edu.c) Swarm documentation / Internet. -http://www.swarm.org/swarmdocs/set/set.html.Gives brief overview of Swarm idioms,<strong>in</strong>stallation process, structure and programm<strong>in</strong>glibraries. The aim of the paper is to help amodeler to decide whether Swarm would be auseful tool <strong>in</strong> the context of given research.d) Swarm tra<strong>in</strong><strong>in</strong>g tutorial / Internet. -http://www.swarm.org/wiki/Swarm_tutorialse) Swarm API documentation / Internet. -http://www.swarm.org/swarmdocs-2.2/refbook-Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006115


java/. Complete description of the Swarm Javalibraries API.f) Java Swarm presentation / Internet. -http://eco83.econ.unito.it/terna/materiale/JavaSwarmTutorial_lamieri_sonnessa.<strong>pdf</strong>. Includesshort description of Swarm <strong>in</strong>stallation andSwarm model start<strong>in</strong>g process.3. MIMOSEDescription:MIMOSE provides a model<strong>in</strong>g language comb<strong>in</strong>edwith a user-friendly experimental frame for simulat<strong>in</strong>gand analys<strong>in</strong>g models. MIMOSE meets special demandson model<strong>in</strong>g <strong>in</strong> social science and especially focuses onthe description of nonl<strong>in</strong>ear, quantitative, and qualitativerelations, stochastic <strong>in</strong>fluences, birth and death processes,as well as micro and multilevel models.One of MIMOSE drawbacks is that it does notprovide any tools for visualization of modell<strong>in</strong>g results.Suitability for social system simulation:MIMOSE can be useful for modell<strong>in</strong>g and analys<strong>in</strong>gsome social science models (such as collectivephenomena, for example migration, chaotic behaviour,and cooperation), environmental models, and epidemicmodels <strong>in</strong> biology. Modell<strong>in</strong>g the sequence of military<strong>in</strong>terventions and democratization <strong>in</strong> Thailand also testedthe approach.Programm<strong>in</strong>g language:MIMOSE is developed <strong>in</strong> Java. Models are builtus<strong>in</strong>g model description language. MIMOSE consists ofserver and client parts. Server part is available only forSun/Solaris systems and for L<strong>in</strong>ux Server, while clientpart is also available for W<strong>in</strong>dows mach<strong>in</strong>es.Availability:Free. The source code is not available.Useful Internet resources:a) MIMOSE home page / Internet. -http://www.unikoblenz.de/~moeh/projekte/mimose.html.MIMOSE user guide and <strong>in</strong>stallation files.4. AscapeDescription:Ascape is a software framework for develop<strong>in</strong>g andanalys<strong>in</strong>g agent-based models. In Ascape, agent objectsexist with<strong>in</strong> “scapes”: collections of agents such as arraysand lattices. These “scapes” are agents themselves, sothat typical Ascape models are made up of "collections ofcollections" of agents. “Scapes” provide a context foragent <strong>in</strong>teraction and sets of rules that govern agentbehaviour. Ascape manages graphical views andcollection of statistics for “scapes” and providesmechanisms for controll<strong>in</strong>g and alter<strong>in</strong>g parameters for“scape” models. Ascape provides tools for publish<strong>in</strong>g ofsimulation results <strong>in</strong>to Internet (Dugdale 2006).Suitability for social system simulation:Ascape is useful for implement<strong>in</strong>g quite complexsocial mechanisms. The only restriction would be f<strong>in</strong>d<strong>in</strong>ga programmer with sufficient skills to code themechanisms. Ascape is <strong>in</strong>tended mostly for economicmodels.Programm<strong>in</strong>g language:JavaAvailability:Free for not commercial purposes (failed to download<strong>in</strong>stallation). The project currently is not updated.Useful Internet resources:a) Brook<strong>in</strong>gs Institute: Home page of the Ascapeproject/ Internet. -http://www.brook.edu/es/dynamics/models/ascape/default.htmb) Brook<strong>in</strong>gs Institute: Miles Parker. Presentationslides of the Ascape tool / Internet. -http://www.brook.edu/es/dynamics/models/ascape/UChicago/tsld001.htmc) Journal of Artificial Societies and SocialSimulations: Miles Parker. “What is Ascape andwhy should you care?” / Internet. -http://jasss.soc.surrey.ac.uk/4/1/5.html5. BreveDescription:Breve is a software package, which is supposed forbuild<strong>in</strong>g 3D simulations of decentralized systems andartificial life. Modeller def<strong>in</strong>es the behaviours of agents<strong>in</strong> a 3D world and observes how they <strong>in</strong>teract.Breve pays much attention to visualization ofsimulation. Breve <strong>in</strong>cludes physical simulation andcollision detection, allow<strong>in</strong>g simulat<strong>in</strong>g realisticcreatures, and an OpenGL display eng<strong>in</strong>e.Suitability for social system simulation:Accord<strong>in</strong>g to (Tobias and Hoffmann 2006), Breve isnot applicable for social science simulations.Programm<strong>in</strong>g language:Steve – specialized programm<strong>in</strong>g language thatcomb<strong>in</strong>es properties of C, Perl and C++ programm<strong>in</strong>glanguages.Availability:Free (open source)Useful Internet resources:a) Brave 3D home page / Internet. -http://www.spiderland.org/breve/Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006116


6. MASONDescription:MASON is a fast discrete-event multi-agentsimulation library core <strong>in</strong> Java, designed to be thefoundation for large custom-purpose Java simulations,and to provide more than enough functionality for manylightweight simulation needs. MASON conta<strong>in</strong>s both amodel library and an optional suite of visualization tools<strong>in</strong> 2D and 3D.Suitability for social system simulation:Designed for social scientific simulation, also for AIand robotics.Programm<strong>in</strong>g language:JavaAvailability:Free (open source)Useful Internet resourcesa) MASON home page / Internet. -http://cs.gmu.edu/~eclab/projects/masonb) Sean Luke, Claudio Cioffi-Revilla, Liviu Panait.MASON: A New Multi-Agent SimulationToolkit / Internet. -http://cs.gmu.edu/~eclab/projects/mason/publications/SwarmFest04.<strong>pdf</strong>c) MASON documentation / Internet. -http://cs.gmu.edu/~eclab/projects/mason/docs/Agent − Based Social System SimulationEnvironments with Integrated GraphicalDevelopment and Modell<strong>in</strong>g Environment7. StarLogoDescription:StarLogo is a programmable modell<strong>in</strong>g environmentfor explor<strong>in</strong>g the operat<strong>in</strong>g of decentralized systems.StarLogo allows the user to create and control thebehaviour of “turtles” (a term used for autonomousagents). “Turtles” move around a user-def<strong>in</strong>ed landscapethat is made up of “patches”. StarLogo is procedural. Itprovides a set of commands, which the programmer usesto create and control the turtles and patches (Dugdale2006).In practice, StarLogo is very easy to use. StarLogoprovides a graphical <strong>in</strong>terface to help the developer tocode their simulations.One of the ma<strong>in</strong> downfalls of StarLogo is its<strong>in</strong>flexibility. The set of commands offered by StarLogomay be quite restrictive if we are go<strong>in</strong>g to code complexsocial mechanisms.Suitability for social system simulation:Applicable for artificial life simulation (real worldphenomena imitation: colonies of birds, <strong>in</strong>sects, alsomarket economy research).Programm<strong>in</strong>g language:StarLogo is developed <strong>in</strong> Java. The modell<strong>in</strong>glanguage is Logo dialect, which is extended to supportagents and concurrency. In addition, StarLogo providesmechanisms that allow build<strong>in</strong>g simulations us<strong>in</strong>g verysimple direct manipulations (also known as “visualprogramm<strong>in</strong>g” paradigm).Availability:Free. The source code is not available.Useful Internet resources:a) StarLogo Project home page / Internet. -http://education.mit.edu/starlogo/. Includesdescription, examples, tutorials, etc.8. NetLogoDescription:NetLogo is a programmable modell<strong>in</strong>g environmentfor simulation of natural and social phenomena. NetLogocont<strong>in</strong>ues StarLogoT and StarLogo simulationenvironments series. Like StarLogo, NetLogo issupposed for decentralized systems imitation. It isparticularly well suited for modell<strong>in</strong>g complex systemsdevelop<strong>in</strong>g over time.Accord<strong>in</strong>g to statements of developers, NetLogosimulations can <strong>in</strong>clude hundreds or thousands of<strong>in</strong>dependent agents all operat<strong>in</strong>g concurrently. However,unfortunately, when a large number of agents areoperat<strong>in</strong>g concurrently, simulation speed can becomeunacceptably low.NetLogo <strong>in</strong>tegrated simulation environment <strong>in</strong>cludesmany advanced features, such as functions for simulationresults visualization (<strong>in</strong> either 2D or 3D), generat<strong>in</strong>g ofmultiple modell<strong>in</strong>g runs, which are exactly reproduciblecross-platform, functions for statistical data collect<strong>in</strong>gand merg<strong>in</strong>g from multiple simulation runs, export andimport functions (export data, save and restore state ofmodel).Suitability for social system simulation:Like StarLogo, NetLogo is suitable for artificial lifesimulation.Programm<strong>in</strong>g language:NetLogo is developed <strong>in</strong> Java. The modell<strong>in</strong>glanguage is Logo dialect, which is extended to supportagents and concurrency. NetLogo also uses the “visualprogramm<strong>in</strong>g” paradigm for build<strong>in</strong>g simulations.Availability:Free. The source code is not available.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006117


Useful Internet resources:a) Northwestern University, Center for ConnectedLearn<strong>in</strong>g and Computer-Based Model<strong>in</strong>g:NetLogo home page / Internet. -http://ccl.northwestern.edu/netlogo/b) Northwestern University, Center for ConnectedLearn<strong>in</strong>g and Computer-Based Model<strong>in</strong>g:NetHub home page / Internet. -http://ccl.northwestern.edu/netlogo/hubnet.htmlc) Sun Microsystems: Ievadraksts darbauzsākšanai ar NetLogo / Internet. -http://complexityworkshop.com/cw/tutorial/NetLogo/<strong>in</strong>dex.htmld) NetLogo dokumentācija / Internet. -http://ccl.northwestern.edu/netlogo/docs/9. AgentSheetsDescription:AgentSheets is an agent based simulation tool, whichis based on a spreadsheet approach. Instead of the cells ofthe spreadsheet grid be<strong>in</strong>g occupied by numbers, agentsoccupy them. The simulation then takes place on the gridon which the agents live (Dugdale 2006). Agent actionsare programmed us<strong>in</strong>g simple IF – THEN rules.AgentSheets is specifically aimed for non-programmers,and therefore, it is very simple to use. It was proposed asa tool for students teach<strong>in</strong>g.However, AgentSheets has some significantdrawbacks: an agent cannot send <strong>in</strong><strong>format</strong>ion to anotheragent (agents are not <strong>in</strong>dividually identified), an agentcannot change the attribute of another agent, and agents’number is limited, because with plenty of agents, therecan by problems with modell<strong>in</strong>g speed.Suitability for social system simulation:Environment is <strong>in</strong>tended for build<strong>in</strong>g of assistantagents and mobile agents and not really for socialscientific simulation.Programm<strong>in</strong>g language:AgentSheets environment is developed <strong>in</strong> Java.AgentSheets uses the “visual programm<strong>in</strong>g” paradigmmean<strong>in</strong>g that there is no actual text based cod<strong>in</strong>g and allthe development is done via a graphical <strong>in</strong>terface(dragg<strong>in</strong>g and dropp<strong>in</strong>g elements from toolboxes, etc.).Availability:Only free trial version is available (detailed<strong>in</strong><strong>format</strong>ion about AgentSheets purchas<strong>in</strong>g is availableonhttp://www.agentsheets.com/products/store/<strong>in</strong>dex.html).The source code is not available.Useful Internet resources:a) AgentSheets project home page / Internet. -http://agentsheets.com/b) Journal of Artificial Societies and SocialSimulations: Joaquim Carvalho. Us<strong>in</strong>gAgentSheets to teach simulation toundergraduate students / Internet. -http://jasss.soc.surrey.ac.uk/3/3/forum/2.htmlAgent – Based Social System Simulation Environmentwith Integrated Graphical Development andModell<strong>in</strong>g Environment and Advanced Modell<strong>in</strong>gFeatures10. CormasDescription:The Cormas environment is dedicated to the creationof multi-agent systems, with specificity <strong>in</strong> the doma<strong>in</strong> ofnatural-resource management. It provides a frameworkfor develop<strong>in</strong>g simulation models of coord<strong>in</strong>ation modesbetween <strong>in</strong>dividuals and groups that jo<strong>in</strong>tly exploitcommon resources.Suitability for social system simulation:The environment is suitable especially for ecologicalsimulations and spatial/social systems <strong>in</strong>teractionsimulation.Programm<strong>in</strong>g language:Smalltalk. Cormas environment poorly depends onthe programm<strong>in</strong>g language.Availability:Available free for non-commercial use. Cormasenvironment is periodically updated.Useful Internet resources:a) Cormas project home page / Internet. -http://cormas.cirad.fr/<strong>in</strong>dexeng.htm11. SDMLDescription:SDML is not an environment but a declarativeprogramm<strong>in</strong>g language hav<strong>in</strong>g object oriented featuresand be<strong>in</strong>g logic based. Knowledge is represented <strong>in</strong>rulebases and databases and forward and backwardcha<strong>in</strong><strong>in</strong>g is used as the ma<strong>in</strong> reason<strong>in</strong>g mechanism.Agents may be assigned rules that determ<strong>in</strong>e theirbehaviour and which can be shared with other agents.The latter po<strong>in</strong>t is possible due to the object-orientedfeatures of SDML. The fact that it is strongly grounded<strong>in</strong> logic allows formal proofs of the completeness of themodel to be constructed. Programm<strong>in</strong>g is conducted <strong>in</strong>SDML via a series of w<strong>in</strong>dows (Dugdale 2006).It is possible to build sophisticated simulation us<strong>in</strong>gSDML, <strong>in</strong>volv<strong>in</strong>g complex <strong>in</strong>teract<strong>in</strong>g organisations,deeply nested levels of agents, and the ability for agentsto possess limited cognitive abilities (Dugdale 2006).However, the programm<strong>in</strong>g language has a steeplearn<strong>in</strong>g curve.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006118


Suitability for social system simulation:SDML was specifically developed for build<strong>in</strong>gsimulation <strong>in</strong> the social sciences. Most of the availablemodels are concerned with economic and marketmodell<strong>in</strong>g (Dugdale 2006).Programm<strong>in</strong>g language:SmalltalkAvailability:FreeUseful Internet resources:a) Manchester Metropolitan University: SDMLproject home page / Internet. -http://sdml.cfpm.org/. The site <strong>in</strong>cludestutorials, discussion papers and SDML<strong>in</strong>stallation files download facility.b) Manchester Metropolitan University: SDMLtutorial for beg<strong>in</strong>ners / Internet. -http://www.cpm.mmu.ac.uk/sdml/<strong>in</strong>tro/html/sdml_tut_1.html. The site <strong>in</strong>cludes an <strong>in</strong>troductionto SDML, a short course for beg<strong>in</strong>ners and givesa good feel<strong>in</strong>g of the <strong>in</strong>terface.CONCLUSIONSThis paper considers the most well known agent −based social system simulation tools.It is necessary to note, that not all systems that wheredescribed here are equally useful for modell<strong>in</strong>g ofcomplex social systems. As it has already beenmentioned <strong>in</strong> agent − based systems classification, somesystems are suitable only for construction of quite simplemodels. However, it does not exclude an opportunity oftheir use <strong>in</strong> modell<strong>in</strong>g at all, but only narrows possibleranges of their application.It is also necessary to note, that, choos<strong>in</strong>g systemwhich is the most suitable for concrete modeller needs, itis necessary to pay attention on given systemfunctionality (visualization of modell<strong>in</strong>g results, anopportunity to save modell<strong>in</strong>g results, etc.), s<strong>in</strong>ce moreoften particular system better deals with certa<strong>in</strong> range ofproblems. Thus, when complex social systems aremodelled, it is worth to use complex agent − basedsimulation environments that are specialized to completeagent-based simulation with complex agents act<strong>in</strong>gaccord<strong>in</strong>g to social scientific theories. The best choice isSwarm and RePast simulation environments. AlsoSDML approaches well for the mentioned purposes.However, it is necessary to understand that <strong>in</strong> both casesuser should spend a lot of time for learn<strong>in</strong>g(programm<strong>in</strong>g language, complex graphical <strong>in</strong>terface).On the other hand the author is quite shore, that for someabstract simulation that does not model a specific realsystem it is worth to use more simple systems, likeStarLogo, NetLogo or AgentSheets. The graphical<strong>in</strong>terface allows start<strong>in</strong>g real modell<strong>in</strong>g quite quickly,which also makes such systems quite suitable for tra<strong>in</strong><strong>in</strong>gstudents, creation of simple <strong>in</strong>teractive games and eventra<strong>in</strong><strong>in</strong>g of scholar.In addition, the author wants to mention that not allsystems’ descriptions where <strong>in</strong>cluded <strong>in</strong>to the paper. Theprimary attention was paid to systems that are more orless known and popular among users, with onl<strong>in</strong>edocumentation and <strong>in</strong>stallation files available.This paper describes agent - based systems and theircharacteristics only <strong>in</strong> general. In future, it is necessary tostudy each subgroup of the classification <strong>in</strong> more details.For comparison of systems, it is also necessary toallocate specific characteristics (requirements) for eachof the subgroups. Characteristics for comparison of agent− based library based systems are given <strong>in</strong> [3]. Forreveal<strong>in</strong>g characteristics and requirements for systemswith <strong>in</strong>tegrated graphic environment, it is necessary tocarry out additional research.ACKNOWLEDGEMENTThis paper is partly supported by the project No.2004-LV/04B/F/PP-172.00 "Competence Network forIntroduction of Modern ICTE Technologies <strong>in</strong>Vocational Learn<strong>in</strong>g <strong>in</strong> Social <strong>Systems</strong> Simulation andResearch" (SocSimNet).REFERENCESAgent-based modell<strong>in</strong>g. 2006. Methods and techniquesfor simulat<strong>in</strong>g human systems..Gilbert, N. and S. Bankes. 2003. Platforms and Methodsfor Agent-based Model<strong>in</strong>g. Proceed<strong>in</strong>g of the NationalAcademy of Science of the USA, 2002, May 14, U.S.A.,7197-7198Tobias, R., and C. Hoffmann. 2006. Evaluation of theFree Java-libraries for Social scientific Agent BasedSimulation. In: Journal of Artificial Societies andSimulation. .Dugdale, J. 2006. An Evaluation of Seven SoftwareSimulation Tools for Use <strong>in</strong> the Social Sciences /Internet. -http://www.irit.fr/COSI/tra<strong>in</strong><strong>in</strong>g/evaluationoftools/Evaluation-Of-Simulation-Tools.htmBIOGRAPHYDmitrij Pozdnyakov, B.sc.<strong>in</strong>g., Riga TechnicalUniversity, Faculty of Computer Science andIn<strong>format</strong>ion Technology, Department of System Theoryand Design, Meza ¼, Riga, LV-1048, Latvia,dmitrij.pozdnakov@<strong>in</strong>box.lv.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006119


ABSTRACTION MECHANISMS OF BETAFerd<strong>in</strong>and Mácha 1 , František Huňka 21 E-mail: F.Macha@seznam.cz2 Institute for Research and Applications of Fuzzy Model<strong>in</strong>g,30. dubna 22, Ostrava 1, Czech RepublicE-mail: Frantisek.Hunka@osu.czKEYWORDSBeta programm<strong>in</strong>g language, abstraction, pattern,reusability, software development.ABSTRACTAs the software users are harder and harder to please<strong>in</strong> the progress<strong>in</strong>g time, the needs for new develop<strong>in</strong>glanguages and techniques are ris<strong>in</strong>g up. In this paper itwill be discussed a relatively unknown programm<strong>in</strong>glanguage Beta, it's object-oriented characteristics, theabstraction mechanisms of the Beta and utilization of thepresented mechanisms to simulat<strong>in</strong>g modelsconstructions.SOFTWARE DESIGNThe software build<strong>in</strong>g nowadays is similar to build<strong>in</strong>ga brick-box model. The software designers have tochoose from a variety of bricks (API functions, libraryfunctions, components, etc.) and their task is to put themtogether implement<strong>in</strong>g an application.Many times, there is a need to re-implement somealgorithmic element repeatedly. One can use many waysto achieve the desired functionality. Most efficientamong them is so-called object oriented paradigm.There are many products on the software market, thathave similar functionality and yet they are completelydifferent. Ma<strong>in</strong>ly it is because the programmers do notshare their functionality implementation.However, even with such shar<strong>in</strong>g the variability isvery high. For example media players. They have somesame bugs, as the side effect of shar<strong>in</strong>g the decod<strong>in</strong>g orencod<strong>in</strong>g rout<strong>in</strong>es and many different ones becauseimplement<strong>in</strong>g the same th<strong>in</strong>gs differently.THE IMPLEMENTATION SHARINGHowever, the term “shar<strong>in</strong>g the implementation” israther abstract. There are a few levels how to do so.• Us<strong>in</strong>g the media players example, it could be observedan implementation shar<strong>in</strong>g on a primitive level - withthe use of the common de/encod<strong>in</strong>g rout<strong>in</strong>es. Moregenerally it is us<strong>in</strong>g common library functions <strong>in</strong>various projects;• Another way for shar<strong>in</strong>g is copy & paste of the codeso it can be reused;• Concern<strong>in</strong>g the implementation speed by softwareproject evolution (that is, how fast is a programmerable to modify the software and apply a new knowhow),the most efficient k<strong>in</strong>d of implementationshar<strong>in</strong>g is of course the class <strong>in</strong>heritance. It doesn'tsuffer from the negatives of the previous two. Withthe common library rout<strong>in</strong>es there is no specifiedconcept how to use the rout<strong>in</strong>es. So if somebody hasdeveloped an optimised use of a rout<strong>in</strong>e, theoptimisation is not applied <strong>in</strong> another project. Andwith the copy & paste method there is no efficientmeans for updat<strong>in</strong>g the error correction.However if the designer's choose is to build asoftware on an object oriented basis there are aga<strong>in</strong> a fewways how to achieve the desired product functionality.The fastest way from a design to an implementation isto reuse prepared classes and extend their functionality.Let's assume there are some classes available to reuse.Let's <strong>in</strong>herit a super class CSup and create our own classCChild that will have all capabilities and features ofCSup. Most likely, there will be a need to modify someof the features of the CSup class with a newimplementation <strong>in</strong> our CChild class:• If a feature is a non-virtual method, the onlypossibility how to change the method behaviour is touse the selected programm<strong>in</strong>g language's methodhid<strong>in</strong>g mechanism. Of course this is a poor qualitysoftware design, mostly not applicable due to theprogramm<strong>in</strong>g language;• Virtual methods are the best for a super classesbehaviour modification. One k<strong>in</strong>d of modification iscompletely overrid<strong>in</strong>g the method's implementationand set a new one. However it is clear that all effortput <strong>in</strong>to the previous implementation is now lost. ThisAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006120


could be bad particularly when overrid<strong>in</strong>g anoptimised problem solution;• A few programm<strong>in</strong>g languages are support<strong>in</strong>gextension of the method's implementation. With that,the super class's method could be still <strong>in</strong>voked withthe old behaviour before or after the new behaviour isused.Practical usage of method extensions could beobserved with creation of a visual componentVirtualTreeView that should pa<strong>in</strong>t on the screen acomplex tree structure with general data <strong>in</strong> each treenode * .Now let the first application use it with customizedpa<strong>in</strong>t<strong>in</strong>g where every node with data of a particular typeis pa<strong>in</strong>ted green. And another application (the firstapplication extension) wants to pa<strong>in</strong>t nodes as the firstapplication and nodes which meet another particularcriteria should be pa<strong>in</strong>ted red. A whole lot of work issaved when us<strong>in</strong>g extend<strong>in</strong>g virtual methods <strong>in</strong>stead ofoverrid<strong>in</strong>g virtual methods.THE BETA PROGRAMMING LANGUAGEQuot<strong>in</strong>g the Object-oriented programm<strong>in</strong>g <strong>in</strong> theBeta: “BETA is a modern language <strong>in</strong> the Simulatradition. It supports the object-oriented perspective onprogramm<strong>in</strong>g and conta<strong>in</strong>s comprehensive facilities forprocedural and functional programm<strong>in</strong>g.Research is go<strong>in</strong>g on with the aim of <strong>in</strong>clud<strong>in</strong>gconstra<strong>in</strong>t-oriented constructs.BETA replaces classes, procedures, functions, andtypes by a s<strong>in</strong>gle abstraction mechanism called thepattern. It generalizes virtual procedures to virtualpatterns, streaml<strong>in</strong>es l<strong>in</strong>guistic notions such as nest<strong>in</strong>gand block structure, and provides a unified framework forsequential, corout<strong>in</strong>e and concurrent execution.The result<strong>in</strong>g language is smaller than Simula <strong>in</strong> spiteof be<strong>in</strong>g considerably more expressive.”The basic syntax rules of Beta consist of an objectdescriptor(# ... #)where ellipsis reference to an object body. The name andthe object body then specify the pattern:CPattern: (# ... #)* Actually this is a Delphi component called the VirtualTreeView, see http://www.delphigems.com/VirtualTreeview/VT.phpThe object-descriptor is now describ<strong>in</strong>g what arecapabilities of the pattern's <strong>in</strong>stances. Inside the objectdescriptormay or may not be an enter part, a do part oran exit part.In the enter part are com<strong>in</strong>g the values from outsidethe pattern <strong>in</strong>stance and pattern's attributes specified hereare set to these values. The do part is executed when<strong>in</strong>vok<strong>in</strong>g a pattern's <strong>in</strong>stance. The exit part is denot<strong>in</strong>gthe pattern's output values.A pattern can be declared as virtual by us<strong>in</strong>g :


Cycle : (# do Loop: INNER Cycle;restart Loop; :Loop #);A Loop labelled imperative will execute thedescendant's imperatives and then re-run the Loop.A descendant of Cycle could make sure the loop doesnot last forever:TermCycle : Cycle (#Term<strong>in</strong>ate : (# exit TRUE #);InnerAction : (# .. #);doInnerAction;(if Term<strong>in</strong>ate then leave TermCycleif);#);A TermCycle <strong>in</strong>stance will first call the do part ofCycle and after INNER is reached the do part ofTermCycle is activated. After the InnerAction is f<strong>in</strong>ished,Term<strong>in</strong>ate function is asked whether a condition forleav<strong>in</strong>g the loop is matched. If it is, the TermCycle haspassed so the Loop <strong>in</strong> the Cycle super pattern will not berestarted.In this case only a little or no work is saved forprogrammers if they use the Cycle pattern. Its advantageis however well arranged and unified approach to cycl<strong>in</strong>gthrough various structures without the need of know<strong>in</strong>gthe details about what is done <strong>in</strong> the loop and what areterm<strong>in</strong>at<strong>in</strong>g conditions.THE BETASIM FRAMEWORKThere is no support for build<strong>in</strong>g simulat<strong>in</strong>g models <strong>in</strong>the Beta. But it is support<strong>in</strong>g corout<strong>in</strong>es with its quasiparallelsystem.The corout<strong>in</strong>es <strong>in</strong> the Beta are active objects, whichexecute their task and then may suspend. The suspensiondoes mean that the current corout<strong>in</strong>e is pass<strong>in</strong>g theapplication resources to another liv<strong>in</strong>g corout<strong>in</strong>e and thenext corout<strong>in</strong>e is then attached to the program executionstack. When there is no other active corout<strong>in</strong>e wait<strong>in</strong>g <strong>in</strong>the queue the application will term<strong>in</strong>ate. There is nosupport for suspension of a concrete corout<strong>in</strong>e whereas aconcrete corout<strong>in</strong>e may be attached.The BetaSim framework is an abstract layer, whichbr<strong>in</strong>gs the comfort of the Simula programm<strong>in</strong>g languageto simulation models build<strong>in</strong>g <strong>in</strong> the Beta. Thecorout<strong>in</strong>e's <strong>in</strong>terface is enhanced us<strong>in</strong>g a new basic classthat has to have the <strong>in</strong>terface of the process <strong>in</strong> Simula. Itdoes allow to be passivated, cancelled or put <strong>in</strong>to await<strong>in</strong>g state.When the new class supports the “suspension fromoutside”, so a corout<strong>in</strong>e A can send a message to suspendcorout<strong>in</strong>e B, it has then to support schedul<strong>in</strong>g to behavelike <strong>in</strong> Simula. So methods like runAt, runBefore,runAfter have to be added to the framework somehow.A few other Simula capabilities are then added likedistribution functions for random numbers generat<strong>in</strong>g orma<strong>in</strong> process, current process, nextEv process, or lists ofprocesses to the framework to be completely ready forthe use.Of course the BetaSim build process is done alreadyso the programmer users don't have to do the corout<strong>in</strong>esynchronisation and related implementation issuesthemselves and can build a discrete simulation model <strong>in</strong> aquite comfort manner:BetaSIM (#Loader: @|Entity(# ... doL: cycle (# ... #);PASSIVATE#)Discharger: @|Entity(# ... doL: cycle (# ... #);PASSIVATE#)CCar : Entity(#Distance, Velocity, Load<strong>in</strong>gTime,Unload<strong>in</strong>gTime: @<strong>in</strong>teger;Init::< (# ... #)doL: cycle (# doLoad<strong>in</strong>gQueue.<strong>in</strong>to;(if Loader.getIdle thenLoader[]->run if);PASSIVATE;(Distance / Velocity)->HOLD;Discharg<strong>in</strong>gQueue.<strong>in</strong>to;(if Discharger.getIdle thenDischarger[]->run if);PASSIVATE;(Distance / Velocity)->HOLD#)#)Load<strong>in</strong>gQueue: @WaitQueue (# #);Discharg<strong>in</strong>gQueue: @WaitQueue (# #);doAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006122


(for 10 repeat &| CCar[]->runfor);PASSIVATE;'The total simulation time: '->puttext;gettime->putreal;#)In this simple model, there are first constructed 10CCar processes and they become activated. The cars arecom<strong>in</strong>g <strong>in</strong>to a load<strong>in</strong>g queue at the Loader, and then theLoader is woken up to handle the queue.After a car is loaded, it is woken up to hold so muchtime as is needed to get to a dest<strong>in</strong>ation. Then thedischarger is woken up to unload the car.As it can be seen, no corout<strong>in</strong>es synchronization isneeded to be rewritten s<strong>in</strong>ce the process class Entity isextended to meet these particular model requirements.While the BetaSim framework is cca. 1000 l<strong>in</strong>es ofcode huge, the programmer who is actually build<strong>in</strong>g thesimulation model is just asked to extend a few patternsthus sav<strong>in</strong>g a considerable amount of work.CONCLUSIONSWhen implement<strong>in</strong>g an application it is worth to reusean already prepared framework. The little obstacle <strong>in</strong>do<strong>in</strong>g this nowadays is the lack of usable frameworks.Thus, it should be a priority whenever implement<strong>in</strong>g adesign to figure out whether a concrete solved problemcan be generalized and work on a general frameworkfirst. Such approach is tak<strong>in</strong>g more time to build anapplication at first but it is well pay<strong>in</strong>g off <strong>in</strong> the latertime.Osterbye, K., Kreutzer, W. 1999. Synchronizationabstraction <strong>in</strong> the BETA programm<strong>in</strong>g language. InComputer Languages 25, pp. 165-198Hunka, F. 2005. BetaSIM Extended Framework forDiscrete Event Simulation. Industrial SimulationConference 2005 ISC’05. IPK Berl<strong>in</strong>, pp. 158-161Hunka, F. 2005. Anticipation Models <strong>in</strong> BETA.Comput<strong>in</strong>g Anticipatory <strong>Systems</strong>. 7th Internationalconference Liege, Belgium.BIOGRAPHYFerd<strong>in</strong>and Mácha is study<strong>in</strong>g for Ph.D. on theUniversity of Ostrava. He has graduated <strong>in</strong> 2004 fromthe University of Ostrava and holds the title MSc. Hisresearch fields <strong>in</strong>clude build<strong>in</strong>g general-purposeframeworks and structures and parallel(multithreaded) programm<strong>in</strong>g.František Huňka studied Cybernetics <strong>in</strong> Transportand Communication at the Zil<strong>in</strong>a University,Slovakia. He received Ph.D. <strong>in</strong> modell<strong>in</strong>g of watersupply systems. After graduation he worked as aresearcher with Institute for Automation andManagement <strong>in</strong> Industry <strong>in</strong> Ostrava for ten years.S<strong>in</strong>ce 1988 he has worked at University of Ostrava,Computer Science Department. Nowadays he worksas associate professor there. His ma<strong>in</strong> research<strong>in</strong>terests <strong>in</strong>clude object-oriented technologies<strong>in</strong>clud<strong>in</strong>g simulation and process-oriented approach.The Beta programm<strong>in</strong>g language is very well suitablefor creat<strong>in</strong>g or debugg<strong>in</strong>g abstract frameworks for itsobject-oriented characteristics and developmentenvironment.REFERENCESKreutzer, W., Osterbye, K. 1998. BetaSIM A frameworkfor discrete event model<strong>in</strong>g and simulation. In SimulationPractice and Theory 6. pp. 573-599Madsen, O. L., Moller-Pedersen, B., Nygaard, K. 1993.Object-Oriented Programm<strong>in</strong>g <strong>in</strong> the BETAProgramm<strong>in</strong>g Language. Addison-Wesley,Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006123


EVOLUTION OF WIRELESS APPLICATIONAleksejs JurenoksRiga Technical University,1, Kalku Street, Riga LV-1658, LatviaE-mail: ajurenoks@rsdc.lvKEYWORDSWireless network, mobile solution, quality of serviceABSTRACTThe <strong>in</strong>troduction of wireless communication isdramatically chang<strong>in</strong>g our lives. The ability tocommunicate anytime anywhere <strong>in</strong>creases our quality oflives and improves our bus<strong>in</strong>ess productivity. The recenttechnological developments that allow us to executebandwidth-hungry multimedia applications over thewireless media add new dimensions to our ability tocommunicate. This opens an array of excit<strong>in</strong>gopportunities <strong>in</strong> bus<strong>in</strong>ess, residential, healthcare,education, leisure, and many other areas. Wirelessvideoconferenc<strong>in</strong>g will connect us with bus<strong>in</strong>ess partnersand family members. Remote video medical consultationwill enhance care <strong>in</strong> rural areas and at the accident scene.Interactive games that <strong>in</strong>clude video and graphics withpartners over the globe will add new dimensions not onlyto our leisure opportunities but also to provision<strong>in</strong>g of aneffective remote learn<strong>in</strong>g environment.INTRODUCTIONOver the last ten years, the impact of wirelesscommunications on the way we live and do bus<strong>in</strong>ess hasbeen surpassed only by the impact of the Internet. Cellphones, pagers, and wireless Personal Digital Assistants(PDAs) have become so commonplace <strong>in</strong> our lives that itis easy to forget that ten years ago, they were a rarity. Butwireless communications is still <strong>in</strong> its <strong>in</strong>fancy, and thenext stage of its development will be <strong>in</strong> supplement<strong>in</strong>g orreplac<strong>in</strong>g the network <strong>in</strong>frastructure that was traditionally“wired” as well as enabl<strong>in</strong>g network <strong>in</strong>frastructures thatpreviously could only be imag<strong>in</strong>ed. From local coffeeshops to commercial <strong>in</strong>ventory control systems, with<strong>in</strong>restaurants and throughout public airports, access<strong>in</strong>gcentral pools of <strong>in</strong><strong>format</strong>ion and communicat<strong>in</strong>g directlybetween users and among the devices themselves,wireless commerce is beg<strong>in</strong>n<strong>in</strong>g to challenge theexchange system that our modern world currentlyembraces.No longer are we restricted by the shortfalls ofprocess<strong>in</strong>g and battery power, operat<strong>in</strong>g systemefficiencies, or heat dissipation with<strong>in</strong> the small footpr<strong>in</strong>tof the mobile device. Rather, we are limited only by thepractical application of these technologies. How will weaccess <strong>in</strong><strong>format</strong>ion? How will we <strong>in</strong>tegrate multiplehardware and software technologies <strong>in</strong>to <strong>in</strong>telligent anduseable form factors? Not all bus<strong>in</strong>ess models necessarilyimply the use of a s<strong>in</strong>gle term<strong>in</strong>al to supply the user withvoice, video, and data services. Ergonomic factors maydictate that voice services are ma<strong>in</strong>ta<strong>in</strong>ed privately whiledata exchange and video <strong>in</strong><strong>format</strong>ion is easily viewablefrom a specified distance, perhaps on complementarydevices.EVOLUTION OF WIRELESS MULTIMEDIAAPPLICATIONThe landscape of Internet usage is dramaticallychang<strong>in</strong>g because of the rapid evolution of access towireless communication with its associated mobility.Consumers <strong>in</strong> both bus<strong>in</strong>ess and residential markets arebecom<strong>in</strong>g <strong>in</strong>creas<strong>in</strong>gly dependent on ubiquitous access.Such access is enabled by the proliferation of wirelesscommunication. Consumers realize the benefits of manynew bus<strong>in</strong>ess applications such as those <strong>in</strong> e-commerce,collaboration, supply cha<strong>in</strong>, and telemedic<strong>in</strong>e. They alsostart to appreciate the benefits for their family andpersonal needs such as communication with friends,enterta<strong>in</strong>ment, gam<strong>in</strong>g, and location and safety services.As the speed and quality provision<strong>in</strong>g of wirelesscommunication <strong>in</strong>crease, consumers' dependency onapplications delivered through the wireless media will<strong>in</strong>crease. They will also enjoy improved graphics as thewireless media will be able to deliver content-richapplications through their higher speed wirelessnetworks.This new era of ubiquitous wireless communicationwill provide an array of applications supported by theability to access the Internet everywhere and anytime.Wireless communication will be available at home and atthe office. Other types of global networks are envisionedonce high-speed 3G cellular phones become available byTELE2 (Latvia) company.Some of the applications that currently use wirelessnetworks as their transmission media were previouslyavailable via wired media and some applications are new.Here is a partial list of these applications:• Stream<strong>in</strong>g videoAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006124


• Stream<strong>in</strong>g audio• Collaboration• One-way and <strong>in</strong>teractive multimedia messag<strong>in</strong>g• Gam<strong>in</strong>g, <strong>in</strong>clud<strong>in</strong>g <strong>in</strong>teractive peer-to-peer(p2p) gam<strong>in</strong>g• Digital money transactions• MP3 music download• Video- and audio-supported shopp<strong>in</strong>g• Long-distance learn<strong>in</strong>g, education• Video and audio conferenc<strong>in</strong>g• File shar<strong>in</strong>g and transfer (pictures, video clips,and text)• Feed<strong>in</strong>g of real-time news and <strong>in</strong><strong>format</strong>ionabout the weather, f<strong>in</strong>ancial markets, sports andso on• Geographic location services• Enterta<strong>in</strong>mentThese applications will be delivered to consumers <strong>in</strong>many shapes and forms depend<strong>in</strong>g on the devices andwireless communication media available to theconsumer.The wireless network has a profound role <strong>in</strong> theeffectiveness of the application delivery. When higherspeed connections are available, the applications candeliver richer content, improved graphics, and more vividcolors. When the network can support Quality of Service(QoS), the applications can improve <strong>in</strong>teractivity, reducejitter, and provide cont<strong>in</strong>uous video and voiceexperience. When latency is high, applications that tailorlocation-based <strong>in</strong><strong>format</strong>ion for consumers may provideoutdated <strong>in</strong><strong>format</strong>ion.Likewise, the device architecture has a strong effecton the consumer experience. For example, a larger screencan accommodate larger pictures and more <strong>in</strong><strong>format</strong>ion.This dimension is amplified <strong>in</strong> the wireless environment,s<strong>in</strong>ce devices tend to have much smaller screens. A morepowerful central process<strong>in</strong>g unit (CPU) can expeditecomputations associated with the applications, itsgraphics, and various communication protocols. Morememory can enhance the graphic visualizationexperience. Moreover, such memory can be used forcach<strong>in</strong>g various multimedia contents for future view.The potential list of applications that can benefitconsumers <strong>in</strong> the wireless mobile environment is longand covers all aspects of life and bus<strong>in</strong>ess.where the multimedia contents are orig<strong>in</strong>ated anddisplayed on the same mach<strong>in</strong>e, the network multimediaapplication contents that orig<strong>in</strong>ate on a source host aretransmitted through the network and displayed at thedest<strong>in</strong>ation host. Therefore, there are a number of factorsand components that affect the performance ofmultimedia applications such as:• Users: The (human or nonhuman) ones whoutilize the multimedia applications. Users'perception can <strong>in</strong>fluence the evaluation of themultimedia applications' performance.• Host mach<strong>in</strong>e: The devices that operate themultimedia application (source and dest<strong>in</strong>ationhosts). The hosts consist of a number ofcomponents such as processors, media storagesystems (e.g., hard drive, CD-ROM), displaydevices, and operat<strong>in</strong>g systems.• Application: The structure or the mechanismsbuilt <strong>in</strong> the multimedia application (e.g., thecodec used <strong>in</strong> video compression).• Network: The network components thattransport the multimedia contents between thetwo host mach<strong>in</strong>es (source and dest<strong>in</strong>ation).Examples of hardware components <strong>in</strong>clude:switches, routers, network <strong>in</strong>terface cards,gateways, and firewalls. The network also<strong>in</strong>cludes network protocols that reside at eachnetwork hardware element.On Figure 1 is shown a simplified diagram of acommunication system that <strong>in</strong>cludes all the componentsmentioned above. Hosts connect to the network throughthe network <strong>in</strong>terface devices us<strong>in</strong>g various networktechnologies (e.g., IEEE 802.11 WLAN, Satellite,Bluetooth). The network cloud consists of multiplesegments of <strong>in</strong>terconnected sub networks that establishthe communication path between the hosts. All of thesecomponents require multimedia support.QUALITY OF SERVICEThese applications emerge to serve people's needs andsometimes create new services that attract people todeploy wireless networks <strong>in</strong> their bus<strong>in</strong>esses or dailylives. Multimedia applications discussed <strong>in</strong> this articlema<strong>in</strong>ly focus on network applications, i.e., applicationswhere hosts and mach<strong>in</strong>es communicate through anetwork. Unlike the stand-alone multimedia applicationsFigure 1. Communication system diagram.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006125


Multimedia support issues can be presented by us<strong>in</strong>gthe Quality of Service (QoS) term, which is anoverloaded term with various mean<strong>in</strong>gs and perspectives.There is little consensus on the precise def<strong>in</strong>ition of QoS.Different people and communities perceive and <strong>in</strong>terpretQoS <strong>in</strong> different ways. For example, <strong>in</strong> the network<strong>in</strong>gcommunity, QoS refers to the service quality or servicelevel that the network offers to applications or users <strong>in</strong>terms of network QoS parameters, <strong>in</strong>clud<strong>in</strong>g latency ordelay of packets travel<strong>in</strong>g across the network, reliabilityof packet transmission, and throughput.However, <strong>in</strong> application communities, QoS generallyrefers to the application quality as perceived by theuser—that is, the presentation quality of the video, theresponsiveness of <strong>in</strong>teractive voice, and the sound quality(CD-like or FM-radiolike sound) of stream<strong>in</strong>g audio.APPLICATION REQUIREMENTS FOR QoSDifferent multimedia applications have different QoSrequirements expressed <strong>in</strong> terms of the follow<strong>in</strong>g QoSparameters as described <strong>in</strong> the previous section:throughput, delay, delay variation, and loss. In manycases, users can determ<strong>in</strong>e the application's QoSrequirements by <strong>in</strong>vestigat<strong>in</strong>g the factors that <strong>in</strong>fluencethe application quality (i.e., the task characteristics, usercharacteristics).For example, from experimentation they conclude thatfor acceptable quality, the one-way delay requirements of<strong>in</strong>teractive voice should be less than 250 ms. This delayvalue <strong>in</strong>cludes the delay <strong>in</strong>troduced from all components<strong>in</strong> the communication path such as source delay,transmission delay, network delay, and dest<strong>in</strong>ation delay.In this article, I focus on the applications'requirements for multimedia support <strong>in</strong> wirelessnetworks. Due to advances <strong>in</strong> the source and dest<strong>in</strong>ationavailable process<strong>in</strong>g power and the very high-speedoptical <strong>in</strong>frastructure, it’s expected to be delayed andbandwidth bottlenecks to occur <strong>in</strong> the wireless networkdue to their limited available bandwidth.Here is an overview of the factors that <strong>in</strong>fluence theapplication requirements. Some of the factors are asfollows:• Application <strong>in</strong>teractivity level: Interactive andnon<strong>in</strong>teractive applications• User/Application characteristics: Delaytolerance and <strong>in</strong>tolerance, adaptive andnonadaptive characteristics• Application criticality: Mission-critical and nonmission-criticalapplications.REALIZATION OF QoS SERVICESThere are a large number of approaches, mechanisms,and technologies deployed <strong>in</strong> the network <strong>in</strong> order toenable the QoS services <strong>in</strong>troduced <strong>in</strong> the previoussection. The bandwidth, which is the ma<strong>in</strong> networkresource, needs to be distributed to all applications <strong>in</strong> away that simultaneously satisfies all QoS requirements.To enable QoS services, there are two ma<strong>in</strong> approaches(philosophies) based on how they deal with bandwidthplann<strong>in</strong>g <strong>in</strong> order to enable QoS services:• Bandwidth over-provision<strong>in</strong>g: When the currentnetwork bandwidth cannot provide QoS support,the network <strong>in</strong>frastructure is upgraded. Us<strong>in</strong>g ahigher bandwidth <strong>in</strong>frastructure may result <strong>in</strong>less congestion and therefore lower deliverydelays;• Bandwidth management: This approachproposes to manage the bandwidth us<strong>in</strong>g QoSmechanisms.There is an endless argument between theimplementation of these two approaches. In wirednetworks, where bandwidth is abundant, overprovision<strong>in</strong>gis the w<strong>in</strong>n<strong>in</strong>g approach. However, <strong>in</strong>wireless networks where the bandwidth is limited(spectrum is unavailable or is too expensive to purchase)bandwidth management techniques have to be deployed.REFERENCESGanz, A., Z.Ganz and K.Wongthavarawat. 2003.Multimedia Wireless Networks: Technologies, Standards,and QoS.Mor<strong>in</strong>aga, N. 2002. Wireless communicationtechnologies.Flickenger, R., and R.Weeks. 2005. Wireless Hacks, 2ndEdition.BIOGRAPHYAleksejs Jurenoks is a master of science <strong>in</strong> computerscience (MSCS). Now he is a PhD student at RTUDivision of Applied <strong>Systems</strong> Software. He is a researcher<strong>in</strong> wireless technologies, mobile learn<strong>in</strong>g, and webtechnologies. He is an author of four educational booksand many <strong>in</strong>structional materials for teach<strong>in</strong>g differentcourses <strong>in</strong> the computer science field. Now isparticipat<strong>in</strong>g <strong>in</strong> IST 6FP project eLOGMAR-M (Webbasedand Mobile Solutions for Collaborative WorkEnvironment with Logistics and Maritime Applications).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006126


NECESSITY OF NEW LAYERED APPROACH TO NETWORK SECURITYDmitry KryukovRiga Technical UniversityE-mail dmitrijs.krjukovs@riga.lvKEYWORDSLayered approach, network security, security model.ABSTRACTSecurity solutions for networks typically appear ass<strong>in</strong>gle products or protocols that correspond to a s<strong>in</strong>gle orfew layers of the OSI network reference model (protocolstack). The result is a wide variety of protocols andproducts, which provide solutions to very specificproblems and environments.In this paper, defense-<strong>in</strong>-depth strategy is analyzedand it’s <strong>in</strong>troduced the need for layered architecture forsecure networks. Adoption of a layered approach leads tomany advantages <strong>in</strong> secure network design: modularity,flexibility, ease of standardization, etc.INTRODUCTIONSystem and network security is a key technology tothe development and wide deployment of applicationsand services <strong>in</strong> the <strong>in</strong><strong>format</strong>ion society. Security ismission critical at various levels: comput<strong>in</strong>g systems(servers and clients), network, and applications.Although network security is a critical requirement <strong>in</strong>emerg<strong>in</strong>g networks, there is a significant lack ofmethodologies that def<strong>in</strong>e easy-to-adopt rules and stepsto build secure networks.NETWORK DESIGNNetwork design is a well-understood process, despitethe arguments for and aga<strong>in</strong>st the various protocols andapproaches. There are many approaches to securenetworks, such as proposed by Cisco (Cisco 2005),Nortel (White Paper 2006) and others which describehow to raise level of security us<strong>in</strong>g some technologiesand products <strong>in</strong> comb<strong>in</strong>ation with secure architecture.Some of approaches concentrate mostly on networkarchitecture issues from telecommunications perspective,some have offset to IT solutions. But the th<strong>in</strong>g thatmajority of approaches have <strong>in</strong> common – they mostlyare based on some ISO Open <strong>Systems</strong> Interconnect (OSI)Reference model’s layer harden<strong>in</strong>g and their serviceprovision is based mostly on their own products.Mostly all approaches have commercial nature anduse brand and <strong>in</strong> some cases proprietary solutions such asspecific protocols and appliances. Such approach tonetwork security leads to situation when it consideredthat secure network is noth<strong>in</strong>g more than securearchitecture and management plus up-to-date andcarefully patched software.NETWORK SECURITY ARCHITECTURESERVICESVarious forms of security-enhanc<strong>in</strong>g technologieshave received research attention. Security hastraditionally been def<strong>in</strong>ed <strong>in</strong> terms of the threecornerstones of security: confidentiality, <strong>in</strong>tegrity, andavailability. While confidentiality has been the focus ofprevious technical solutions, it is the balance between allthree dimensions that is required. Neglect<strong>in</strong>g to addresseither one of the cornerstones will result <strong>in</strong> <strong>in</strong>adequatesecurity. On the other hand, a state of security assurancecan be achieved if all of the cornerstones have beenaddressed. In addition to confidentiality, <strong>in</strong>tegrity, andavailability, ISO 7498-2 identifies a range of types ofsecurity services and mechanisms. The standard def<strong>in</strong>esfive security services:• Confidentiality: <strong>in</strong><strong>format</strong>ion will be keptsecret, with access limited to appropriatepersons;• Integrity: <strong>in</strong><strong>format</strong>ion will not be accidentallyor maliciously altered or destroyed;• Authentication: identity verification of anyentity;• Non-repudiation: communicat<strong>in</strong>g peer cannotdeny (later) participation <strong>in</strong> a communicationexchange;• Authorization and Availability: assur<strong>in</strong>g<strong>in</strong><strong>format</strong>ion and communication services will beready for use for authorized parties whenexpected.The standard thus adds the dimension of accesscontrol as well as the notion of non-repudiation.Access control has always received ample <strong>in</strong>terest <strong>in</strong> thesecurity doma<strong>in</strong>. Non-repudiation has becomeAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006127


<strong>in</strong>creas<strong>in</strong>gly important, as electronic transaction systemshave become widespread <strong>in</strong> use.All services may be needed at every stage, given therequirements of various services and applications,rang<strong>in</strong>g from e-commerce applications that use protocolsat high layers to connection privacy and l<strong>in</strong>k availabilityat low layer protocols.DEFENCE-IN-DEPTH STRATEGYLast concepts of security approaches <strong>in</strong> securitydoma<strong>in</strong> are based on so called defence-<strong>in</strong>-depth strategywhich states that all <strong>in</strong><strong>format</strong>ion technology assets with<strong>in</strong>a protected network need to have the necessary amountof security protection to guard aga<strong>in</strong>st direct attacks atwhatever level the asset resides with<strong>in</strong> the network(Security Certified Program 2006).The ma<strong>in</strong> idea is to protect <strong>in</strong><strong>format</strong>ion at all stages itis be<strong>in</strong>g used and retransmitted <strong>in</strong> terms of provision ofone or more of the security services.Defence-<strong>in</strong>-depth strategy centres on ma<strong>in</strong>ta<strong>in</strong><strong>in</strong>gappropriate security measures and procedures (provid<strong>in</strong>gdescribed security services) at five different levels with<strong>in</strong>environment (Ashley 2006):• Perimeter (entry po<strong>in</strong>ts to the network);• Network (enterprise data transmission network);• Host (workstation or server);• Application (any application runn<strong>in</strong>g on host);• Data (data storage protection).This strategy allows address<strong>in</strong>g the majority of threatsto security due to solutions used at essential <strong>in</strong><strong>format</strong>ionprocess<strong>in</strong>g stages.From the other side, defence-<strong>in</strong>-depth strategy andsecure network architecture oriented approaches are likepatches – they try to protect network (resources and<strong>in</strong><strong>format</strong>ion stored) from some def<strong>in</strong>ed threats (mostlypredef<strong>in</strong>ed) us<strong>in</strong>g specific products or techniques. Themajority of networks historically have heterogeneousenvironments, thus <strong>in</strong>troduc<strong>in</strong>g great problem to solutionmanagement and consolidation. Separated, often isolatedproducts address<strong>in</strong>g only specific threats cannot provide<strong>in</strong>tegrated security, allow<strong>in</strong>g unaddressed threats orthreats to newly discovered (and thus unaddressed)vulnerabilities still are possible.Evaluation of effectiveness of security measures be<strong>in</strong>gused <strong>in</strong> most cases is hard to accomplish. This is becausethere are no mechanisms to control <strong>in</strong>teraction andeffectiveness of security techniques used and nomechanism is used to address new threats andvulnerabilities except published software patches andfixes.In most cases even these manufacturer providedcritical updates could not be easily applied <strong>in</strong> productionenvironment because the effect of apply<strong>in</strong>g such updates<strong>in</strong> most cases is not predictable.As environment changes, some new threats appearand some old disappear. Risk analysis should beperiodically performed and security systems should bechanged reflect<strong>in</strong>g environment changes for securitysystems to be able to provide the same level of protectionand be able to correctly act <strong>in</strong> new conditions (for<strong>in</strong>stance, changes <strong>in</strong> security procedure or firewallconfiguration reflect<strong>in</strong>g new IT technology <strong>in</strong>troduced <strong>in</strong>organization).Therefore, by the nature, defence-<strong>in</strong>-depth strategybased on secure network architecture fails to guarantee<strong>in</strong>tegrated security, because, first, for problem solv<strong>in</strong>g ituses different solutions often with poor consolidation.Second, system that realizes protection from specificthreats is as secure, as complete threat <strong>in</strong>ventory wasperformed dur<strong>in</strong>g design phase (which almost always issubjective). In any case, there still is possibility that allpossible threats and potential vulnerabilities will never bediscovered.Thus, approach to network security based on “securearchitecture” with defence-<strong>in</strong>-depth strategy could notprovide necessary level of protection. Such approachtypes does not exam<strong>in</strong>e correct solution <strong>in</strong>teraction on allOSI layers and periodic vulnerabilities <strong>in</strong> protocols andprimitives used.NEED FOR STANDARDIEZED SECURITYMODELTechnologies such as firewalls, <strong>in</strong>trusion detectionsystems, and antivirus software have become extremelypopular <strong>in</strong> the security doma<strong>in</strong>. They however only solvevery specific problems and <strong>in</strong> no means provide securityassurance. Instead, their importance has beenoveremphasised, or rather: other aspects of systemsecurity have been neglected or have received<strong>in</strong>sufficient attention. Security features are oftenimplemented because of a direct threat. <strong>Systems</strong> aredesigned with functionality and efficiency <strong>in</strong> m<strong>in</strong>d butoften fail to make a thorough <strong>in</strong>vestigation of the securityrequirements of the application as well as the underly<strong>in</strong>gsystem. This <strong>in</strong>evitably leads to patches or securitysoftware or hardware be<strong>in</strong>g used at later stages of thedevelopment cycle, often after vulnerability has beenexploited.This lack of coord<strong>in</strong>ation between securityrequirements and security measures might lie with thefact that there are currently no clearly def<strong>in</strong>ed guidel<strong>in</strong>esas to the requirements of the <strong>in</strong>dividual parts of a system.Many organisations such as f<strong>in</strong>ancial <strong>in</strong>stitutions haveclearly def<strong>in</strong>ed bus<strong>in</strong>ess requirements. However, thesebus<strong>in</strong>ess requirements have little relation to thespecification and the implementation of the system. Thisclearly <strong>in</strong>dicates that some process is required toformalise the implementation of a secure system andachieve a state of security assurance.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006128


Up to now, there has only been limited research on amodel for system-wide security. Most technologies,protocols, and models concentrate on a very specific areaand solve specific and often isolated problems. The OSImodel, although it is not a security model, has beendesigned and utilised with great success with<strong>in</strong> thenetwork<strong>in</strong>g doma<strong>in</strong>. It enables the abstraction of the<strong>in</strong>dividual core functions of network communicationsresult<strong>in</strong>g <strong>in</strong> a more modular communications approach.Accord<strong>in</strong>g to the OSI model, network protocols areorganized <strong>in</strong> seven layers, denoted to where each layer ischaracterized by specific functionality. The OSI modelhas provided several advantages <strong>in</strong> network design:modularity (protocols of different layers can be easilycomb<strong>in</strong>ed to create stacks), flexibility (it is easy to createnew protocols at all layers, and to replace protocols withalternatives of the same layer, creat<strong>in</strong>g new stacks), easeofuse, and standardisation of protocols; despitestandardisation, which focuses on syntax andmechanisms (flow control, error control, etc.), theimplementation of protocols is not standardised, allow<strong>in</strong>gmultiple vendors to develop protocol implementations,lead<strong>in</strong>g to efficient systems at low cost.In contrast to network design, design and managementof secure networks is not a well-understood process.There is no methodology to manage the complexity ofsecurity requirements, the large number of possibleconfigurations, term<strong>in</strong>ology, etc. In each situationparticipants should decide themselves which level ofsecurity is needed and is allowable both by functionaland f<strong>in</strong>ancial aspects. The lack of such methodologyorig<strong>in</strong>ates from a “communication gap” betweendevelopers of security technology and networkdevelopers. Several symptoms have resulted from thisgap:• It is typically difficult to identify the “correct” layerof the OSI model where a client’s (application’s)security requirements need to be addressed;• It is common to make wrong assumptions for theunderly<strong>in</strong>g network as, for example, <strong>in</strong> the casewhere security protocols for wired networks are usedfor wireless networks;• Often, products and technologies give topractitioners wrong impressions regard<strong>in</strong>g the levelof offered security;• It is common to use correct protocols andappropriate algorithms <strong>in</strong> the wrong way.Historically, security problems orig<strong>in</strong>ate fromsuccessful attacks: a secure system is considered secureaga<strong>in</strong>st possible, well-def<strong>in</strong>ed attacks. Consider<strong>in</strong>g thecorrespondence of the security protocols to networklayers, it should be clear that adoption of security at acerta<strong>in</strong> layer of the protocol stack <strong>in</strong>dicates that thenetwork targets to be safe aga<strong>in</strong>st attacks of third partiesat layers equal or below the adopted layer; e.g., IPSecstrives to provide security aga<strong>in</strong>st attacks at layers L 3 (thelayer of IPSec), L 2 and L 1 . It is <strong>in</strong>feasible to protectaga<strong>in</strong>st higher layer protocol attacks, s<strong>in</strong>ce any adversarywho has access to packets of higher layer protocols hasfull <strong>in</strong><strong>format</strong>ion (the packets are unprotected) and thuscan proceed to a wide range of attacks without anydefence.Now it is evident that unified network security modelis needed. Us<strong>in</strong>g OSI reference model it is easy todescribe network<strong>in</strong>g operations and protocol cooperationlayer by layer. Similarly, <strong>in</strong><strong>format</strong>ion society needssecurity reference model, which could specify securitysystem collaboration and cooperation layer by layer andcould be easily <strong>in</strong>tegrated with exist<strong>in</strong>g OSI referencemodel. Development of secure networks us<strong>in</strong>g areference model analogous to the OSI protocol referencemodel is quite beneficial. It promotes modularity,flexibility and ease-of-use, <strong>in</strong> addition to standardization.CONCLUSIONSIn this paper, we have highlighted the problem ofnetwork security design<strong>in</strong>g standardization and fortifiedthe need for layered secure network reference modelsimilar to OSI network reference model. Exist<strong>in</strong>gapproaches to network security are mostly based onspecific network architecture techniques and realizedefence-<strong>in</strong>-depth strategy, which by its nature cannotprovide <strong>in</strong>tegrated up-to-date network securitymechanisms. Variety of products from differentmanufacturers used <strong>in</strong> production environment has leadto poor collaboration and comprehension between theseproducts and security management systems. Assumedlevel of network security commonly is based onprotection aga<strong>in</strong>st some threat <strong>in</strong>ventory, which usuallyis <strong>in</strong>complete, subjective and variable.REFERENCESWhite Paper. 2006. Layered defence approach tonetwork security..Cisco. 2005. SAFE BluePr<strong>in</strong>t,.Ashley, M. 2006. Layered network security 2006: Abest practises approach, .Security Certified Program. 2006. “SCNP: Networkdefence and countermeasures” study guide.BIOGRAPHYDmitry Kryukov is PhD student at the Riga TechnicalUniversity. He is member of the board of Latvian Unionof Young Scientists. His research <strong>in</strong>terests <strong>in</strong>cludeenterprise-wide network security, <strong>in</strong>trusion, andprotection techniques.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006129


DUAL SUBSTITUTION METHOD OF SOLVING PARTIAL DIFFERENTIAL EQUATIONSValerijs StepuchevsLatvian Intelligent <strong>Systems</strong>, Ltd., Sigulda, LatviaE-mail: valerijs@lis.lvKEYWORDSPartial differential equations, Dual substitution,Special functions.ABSTRACTAlready for more than 300 years greatmathematicians f<strong>in</strong>d and study different specialfunctions. The majorities of these special functions arethe solutions of the differential equations, which areobta<strong>in</strong>ed as a result of separation of variables <strong>in</strong> theequations of mathematical physics. In the article thenew simple method of solv<strong>in</strong>g the partial differentialequations is proposed, and as a result, another methodof the solution of new special functions from theequations of mathematical physics. In this method,there is no stage of separation of variables dur<strong>in</strong>g thesolution of equation, and this means that thedeterm<strong>in</strong>ed one-dimensional special functions havenature that is more general. In the article, Helmholtz'sequation is described as an example, and it is knownthat this equation is widely used for solutions of tasksconnected with the steady fluctuations (mechanical,acoustic, thermal, electromagnetic, etc.). It is a currentissue to f<strong>in</strong>d the optimal solution of all these tasks,which can be f<strong>in</strong>d the way allowed for traditional ICTEresources.SOLUTION OF TWO-DIMENSIONALDIFFERENTIAL EQUATION OF LAPLACELet us exam<strong>in</strong>e equation:2 2∂ u ∂ u+ = 02 2 (1)∂x∂ ywhere x and y – the <strong>in</strong>dependent variables,u( x, y ) – the analytic function from x and y .In (Полянин 2001) the quite general method ofconstruct<strong>in</strong>g the exact solutions through the analyticcomplex variable functions is given. In this article, asimplest method will be shown for the obta<strong>in</strong><strong>in</strong>g of thecomplete set of the analytic functions.An equation is given (1) and it is given, that <strong>in</strong>tosome region the solution G takes form∑∑∞ ∞i ju ( x,y)= ai,jx y(2).i=0 j=0Let us make substitution of this solution (2) <strong>in</strong>todifferential equation (1) (this is the first substitution).Compar<strong>in</strong>g coefficients with the identical degrees, the<strong>in</strong>f<strong>in</strong>ite system of equations will be obta<strong>in</strong>ed for theacoefficients i,j (this is a familiar procedure, but thisis only the first step):⎛ 2a2,0 + 2a0,2= 0⎞⎜⎟⎜6a3,0 + 2a1,2= 0⎟⎜...⎟ .⎜⎟⎜( i + 1)( i + 2) ai+ 2, j+ ( j + 1)( j + 2) ai, j+2= 0⎟⎜...⎟⎝⎠Then the system can be written as follows (thegroup of the coefficients of those correspond<strong>in</strong>g for thedifferential equation ai + 2 , j is expressed throughthe group of free coefficients a 0 , j and a 1 , j ):⎛ a⎜⎜ a⎜⎜⎜...⎜⎜ a⎜⎝...= −a2,0 0,21= − a33,0 1,2( j + 1)( j + 2)= −a( i + 1)( i + 2)i + 2, j i, j + 2Several equations will be written to understandfurther actions better:⎞⎟⎟⎟⎟⎟⎟⎟⎟⎠.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006130


aaaaa6= −aa2,1 = − a0,3226= − a a3,1 = − a1,36626= − a a4,1 = − a2,3121226= − a a5,1 = − a3,3202026= − a a6,1 = − a4,330302,0 0,23,0 1,24,0 2,25,0 3,26,0 4,2- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -aaaaa1220= − a a2,3 = − a0,5221220= − a a3,3 = − a1,5661220= − a a4,3 = − a2,512121220= − a a5,3 = − a3,520201220= − a a6,3 = − a4,530302,2 0,43,2 1,44,2 2,45,2 3,46,2 4,4- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -Let us replace the known variables (known - <strong>in</strong> thesense of the exist<strong>in</strong>g expression for them through thefree variables) <strong>in</strong> the equations, where they are usedrepeatedly, to their expressions.2 12a4,0 = − ( − a0,4)= a0,412 22 12 1a5,0 = − ( − a1,4 ) == a1,420 6 52 12 30a = − ( − ( − a )) = −a30 12 26,0 0,6 0,6- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -a6 20= − ( − a12 2) = 5aa12 30= − ( − a12 2) = 15a4,1 0,5 0,54,2 0,6 0,6- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -6 20a = − ( − a ) = a20 65,1 1,5 1,5- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -Thus all coefficients ai + 2 , j can be expressedthrough the free coefficients a 0 , j and a 1 , j .Further the second substitution will be made - let ussubstitute the obta<strong>in</strong>ed expressions for the coefficientsai + 2 , j <strong>in</strong>to solution of (2)∑∑∞ ∞i ju ( x,y)= ai,jxy.i=0 j=0Afterwards the follow<strong>in</strong>g solution of the equation isobta<strong>in</strong>ed:u( x, y)= a + a x + a y − a x + a xy + a y −2 20,0 1,0 0,1 0,2 1,1 0,21 3 2 2 3 4 3 2 2− a1,2 x − 3a0,3x y + a1,2 xy + a0,3 y + a0,4x − a1,3 x y − 6a0,4x y +33 4 15 4 3 2+ a1 , 3x y + a0 , 4y + a1 , 4x + 5 a0 , 5x y − 2 a1 , 4x y −52 3 4 5 6 5− 1 0 a x y + a x y + a y − a x + a x y +0 , 5 1 , 4 0 , 5 0 , 6 1 , 54 2 1 03 3 2 4 5 6+ 1 5 a0 , 6x y − a1 , 5x y − 1 5 a0 , 6x y + a1 , 5x y + a0 , 6y + . . .3Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006131


After elementary conversions and summ<strong>in</strong>g ofsimilar items, the expression takes the form:u( x, y)= a + a y + a x +0,0 0,1 1,0+ a ( y − x ) + a xy + a ( y − 3 x y)+2 2 3 20,2 1,1 0,32 1 3 4 2 2 4 3 3+ a1,2 ( xy − x ) + a0,4( y − 6 x y + x ) + a1,3( xy − x y)+35 2 3 4 4 3 2 1 5+ a0,5( y − 10x y + 5 x y) + a1,4( xy − 2 x y + x ) + ...5In general, the solution of differential equationappears <strong>in</strong> the form of the follow<strong>in</strong>g formula:∞∑( 0, k 0, k 1, k 1, k )( , ) = ⋅ ( , ) + ⋅ ( , )u x y a Mag x y a Mag x yk = 0(3),where a0,kand a1,kthe free variables, but theMag x y andfunctions 0, k ( , )( )Mag x y are determ<strong>in</strong>ed from the1, k,expressions:Mag0,00,1( x y)( )( )( ), = 1,Mag x, y = y,Mag x y y x2 20,2, = - ,Mag x y y y x0,33 2, = - 3 × ,( )4 2 2 4Mag0,4x, y = y - 6 y × x + x ,- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -k / 2 m 2mk −2m( −1)× x × yMag0,k ( x,y)= k!∑m=0 (2m)!(k − 2m)!(4).It is possible to write down the recursion formula:k / 22mk −2mMag0 , k ( x,y)= ∑ amx × ym=0( k − 2m+ 2)( k − 2m+ 1)a0= 1;am= −am−12m(2m− 1)(5).Or even <strong>in</strong> the economic form (from the po<strong>in</strong>t ofview of a quantity of performed operations):k / 2Mag 0 , k ( x,y)= ∑ am=0m (6)ak0 = y ; am= −am−1( k − 2m+ 2)( k − 2m+ 1) x×2m(2m− 1) yThe second part of the functions enter<strong>in</strong>g formula(3) takes the form:1,01,1( )( )Mag x, y = x,Mag x, y = y×x,1Mag1,2( x y)= y × x-x3Mag x y = y × x- y×x1,32 3, ,( )3 3, ,1Mag1,4( x, y)= y × x- 2y × x + x54 2 3 5- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -k / 2 m 2m+1 k −2m( −1)× x × yMag1,k ( x,y)= k!∑m=0 (2m+ 1)!( k − 2m)!(7).In this case, recursion formula takes the form:Maga1 , k ( x,y)=k / 2∑ a x × ym=01;am= −am10 = −Maga(8).m2m+1k −2m( k − 2m+ 2)( k − 2m+ 1)(2m+ 1)2mOn the other hand, <strong>in</strong> the economic form:1 , k ( x,y)=k / 2∑ am=0mk0 = xy ; am= −am−1(9).( k − 2m+ 2)( k − 2m+ 1) x×(2m+ 1)2myThese are the well-studied harmonic polynomials.The only th<strong>in</strong>g what the author did not f<strong>in</strong>d <strong>in</strong> thereference of mathematical literature is this form ofrecord and such recurrent expressions. The <strong>in</strong><strong>format</strong>ionon the harmonic polynomials can be found at (Люк1980).Further, let us exam<strong>in</strong>e equation (1) <strong>in</strong> the morecommon form:2222Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006132


∂ u∂x∂ u∂y2 2+ b = 02 2where b - the arbitrary coefficient. If the coefficientb is lower than zero, then there is a hyperbolic typeequation, while if the coefficient b is more than zero,then there is an elliptical type equation. Its solution canbe found accord<strong>in</strong>g to formula (3), and the recursionformulas are used to enter functions (3):Maga0 , k ( x,y)=k / 2∑ am=0mk( k − 2m+ 2)( k − 2m+ 1) xy ; am= −am1×2m(2m− 1) y0 = −22bExample 1. There is an equation (1) with the <strong>in</strong>itialcondition:(1)u (0, y ) = f1 ( y ), ux(0, y ) = f2( y )It is known that the functions can be presented <strong>in</strong>the form it is series∞∞kkf1 ( y ) = ∑ bky , f2( y ) = ∑ dkyk = 0 k = 0Then free coefficients <strong>in</strong> formula (3) will bedeterm<strong>in</strong>ed from the follow<strong>in</strong>g expressionsa = b , a = d . Consequently the0 k k 1k ksolution of this equation is∞∑( k 0, k k 1, k )( , ) = ⋅ ( , ) + ⋅ ( , )u x y b Mag x y d Mag x yk = 0Maga1 , k ( x,y)=k / 2∑ am=0mk( k − 2m+ 2)( k − 2m+ 1) xxy ; am= −am1×(2m+ 1)2my0 = −Let us exam<strong>in</strong>e the some examples of the solutionof Laplace's equation.22bExample 2. Initial conditions are assigned (theequation (1) will be solved aga<strong>in</strong>)u (0, y ) = 1 + 12 y , u (0, y ) = 3 y + y .12 (1) 5xIn this example the f<strong>in</strong>al solution of equation (1) isobta<strong>in</strong>ed:( , ) = ( , ) + ( , ) + ⋅ ( , ) + ⋅ ( , )u x y b Mag x y b Mag x y d Mag x y d Mag x y0 0,0 12 0,12 1 1,1 5 1,5u ( x, y ) 1 12( y 66 y x 495 y x 924 y x 495 y x12 10 2 8 4 6 6 4 8= + − + − + −10− y x + x + yx + y x − y x + yx32 10 12 5 3 3 566 ) 3 ( )Further, the differential equation of Helmholtz willbe described.SOLUTION OF TWO-DIMENSIONALDIFFERENTIAL EQUATION OF HELMHOLTZLet us exam<strong>in</strong>e the equation2 2u ∂ u+ + w u = 02 2∂∂x∂ y(10)where x and y – the <strong>in</strong>dependent variables, w –the constant,u( x, y ) – the analytic function from x and y .The particular solutions for this equation are given forexample <strong>in</strong> (Полянин 2001). The constant w will beused to decrease the amount of records and tounderstand better the process of the solution with theset of functions us<strong>in</strong>g the method of dual substitution.In this case, the equation will be solved:2 2∂ u2∂x+∂ u2∂y+u=0It is assumed that the solution takes the form:(11)Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006133


∑∑∞ ∞i ju ( x,y)= ai,jxy(12).i=0 j=0The first substitution is made - the substitution ofthis solution (12) <strong>in</strong>to differential equation (11) andthere is the <strong>in</strong>f<strong>in</strong>ite system of equations of coefficientswith the identical degrees of the <strong>in</strong>dependent variables:⎛2a2,0+ 2a0,2+ a⎜⎜6a3,0+ 2a1,2+ a⎜⎜...⎜(i + 1)( i + 2) ai+2,⎜⎝...0,01,0j= 0= 0+ ( j + 1)( j + 2) ai,j+2+ ai,j⎞⎟⎟⎟⎟= 0⎟⎟⎠Next, the system is written as follows (the group ofthe coefficients for the differentialequation ai + 2 , j is expressed through the groupof the coefficients for the extreme values (freevariables) a 0 , j and a 1 , j ):⎛⎜a⎜⎜⎜a⎜⎜...⎜⎜ai⎜⎜...⎜⎝2,03,0+ 2, j1= −a0,2− a0,021 1= − a1,2− a3 61,0( j + 1)( j + 2)= −ai( i + 1)( i + 2), j+21−ai( i + 1)( i + 2)Several equations will be written <strong>in</strong> order tounderstand further actions better:aaaa2,02,13,03,12= − a26= − a22= − a66= − a60,20,31,21,31− a21− a21− a61− a60,00,11,01,1,⎞⎟⎟⎟⎟⎟⎟⎟j⎟⎟⎟⎟⎠aaaaaa4,04,15,05,16,06,12= − a126= − a122= − a206= − a202= − a306= − a302,22,33,23,34,24,31− a121− a121− a201− a201− a301− a302,02,13,03,14,04,1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -aaaaaaaaa2,22,33,23,34,24,35,25,36,212= − a220= − a212= − a620= − a612= − a1220= − a1212= − a2020= − a2012= − a300,40,51,41,52,42,53,43,54,41− a21− a21− a1,261− a1,361− a121− a121− a201− a201− a300,20,32,22,33,23,34,2Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006134


a6,3= −2030a4,5−130a4,3- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -Let us make substitutions of known variables <strong>in</strong>tothe equations, where they are used repeatedly:2 12 1a4,0= − ( − a0,4− a12 2 21 1= a0,4+ a0,2+ a0,06 242 12a5,0= − ( − a20 61 1= a1,4+ a1,2+5 301,41− a61120a1,00,21,21 2) − ( − a12 2) −0,21 2( − a20 61,21− a21− a60,01,0) =) =6 20 1a4,1= − ( − a0,5− a12 2 21 1= 5a0,5+ a0,3+ a0,12 2412 30 1a4,2= − ( − a0,6− a12 2 21= 15a0,6+ a0,4+ a0,2240,30,4) −1126( − a20,31 12) − ( − a12 20,41− a21− a20,10,2) =) =-------------------------------------------------------------------6 20 1 1 6 1a5,1= − ( − a1,5− a1,3) − ( − a1,3− a1,1) =20 6 6 20 6 61 1= a1,5+ a1,3+ a1,110 120------------------------------------------------------------------2 12 30 1 1 12 1a6,0= − ( − ( − a0,6− a0,4)− ( − a0,4− a0,2))−30 12 2 2 12 2 21 2 12 1 1 2 1− ( − ( − a0,4− a0,2)− ( − a0,2− a0,0)=30 12 2 2 12 2 21 1 1= −a0,6− a0,4− a0,2− a0,010 120 720-----------------------------------------------------------------u(x,y)= a− ( a1− ( a3+ ( a0,20,4+ ax + ay −1 2+ a0,0)x + a1,1xy + a0,2y21 3 1+ a1,0) x − (3a0,3+ a621 1 4+ a0,2+ a0,0)x − ( a6 241,20,01,00,11,320,1−) x+216y + aa1,1) xThus all coefficients ai + 2 , j can be expressedthrough the coefficients a 0 , j and a 1 , j . Then thesecond substitution is made - the obta<strong>in</strong>ed expressionsare substituted for the coefficients <strong>in</strong>to solution of (12)(actually the entire <strong>in</strong><strong>format</strong>ion of system of equationsis used, which was obta<strong>in</strong>ed from the differentialequation):1,23xy2+ ay − (6a34 1 1 1 5+ a1,3xy + a0,4y + ( a1,4+ a1,2+ a1,0) x +5 30 1201 1 4 1 3 2 1 2+ (5a0,5+ a0,3+ a0,1)x y − (2a1,4+ a1,2) x y − (10a0,5+ a0,3)x y2 246245 1 1 16+ a1,4xy + a0,5y − ( a0,6+ a0,4+ a0,2+ a0,0)x +10 120 7201 1 5 1 4 2+ ( a1,5 + a1,3 + a1,1 ) x y + (15 a0,6 + a0,4 + a0,2) x y −10 120 2410 1 3 3 1 2 4 5 6− ( a1,5 + a1,3 ) x y − (15 a0,6 + a0,4) x y + a1,5 xy + a0,6y + ...3 6 20,30,4y+312+a0,2) x2y2+3+Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006135


After conversions and summ<strong>in</strong>g of similar items:1 2 1 4 1 6u( x, y) = a0,0(1 − x + x − x + ...) +2 24 7201 2 1 4 1 6+ a0,1y(1 − x + x − x + ...) +2 24 7201 2 1 4 1 6+ a1,0x(1 − x + x − x + ...) +6 120 50402 1 2 1 4 1 6 2 1 2 1 4+ a0,2[ y (1 − x + x − x + ...) − x (1 − x + x − ...)] +2 24 720 6 1201 2 1 4 1 6+ a1,1xy(1 − x + x − x + ...) +6 120 50403 1 2 1 4 2 1 2 1 4+ a0,3[ y (1 − x + x −...) − 3 x y(1 − x + x − ...)] +2 24 6 1202 1 2 1 4 1 3 1 2 1 4 1 6+ a1,2[ xy (1 − x + x −...) − x (1 − x + x − x + ...)] +6 120 3 10 280 151204 1 2 2 2 1 2 4 1 2+ a0,4[ y (1 − x + ...) − 6 x y (1 − x + ...) + x (1 − x + ...)] +2 6 103 1 2 1 4 3 1 2 1 4+ a1,3[ xy (1 − x + x −...) − x y(1 − x + x − ...)] + ...6 120 10 280The f<strong>in</strong>al form of the solution is:∞∑( 0, k 0, k 1, k 1, k )( , ) = ⋅ ( , ) + ⋅ ( , )u x y a Mag x y a Mag x yk = 0(13), where a0,kand a1,kfree variables.Then formulas for the functionsMag0, k ( x,y)and Mag1, k ( x,y)aremade for more general equation (10), and not (11).Next for the certa<strong>in</strong>ty, it will be agreed to name theMag0, k ( x,y)type of function andMag1, k ( , )x yas maternal functions or as thefunctions of Mary, and one-dimensional functions of2the type Ge( n,wx )as paternal functions or asthe functions of Herman. For example: the function ofMary for the three-dimensional equation of thermalconductivity, function of Mary for the fourdimensionalequation of Kle<strong>in</strong>-Gordon, etc.The functions Mag0, k ( x,y)and( )Mag1, kx,y are determ<strong>in</strong>ed from thefollow<strong>in</strong>g expressions, which almost completelycorrespond to the analogous expressions for Laplace'sequation:( )Mag x y Ge wx20,0, = (0, ),Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006136


0,10,20,30,4( )Mag x y y Ge wx2, = × (0, ),( )Mag x y y Ge wx x Ge wx2 2 2 2, = × (0, )- × (1, ),( )3 2 2 2, = × (0, )- 3 × × (1, ),Mag x y y Ge wx y x Ge wx( )Mag x y = y × Ge wx - y × x × Ge wx + x × Ge wx4 2 2 2 2 4 2, (0, ) 6 (1, ) (2, ),------------------------------------------------------------------------------------------------------------------k / 2 m 2mk −2m2( −1)× x × y × Ge(m,wx )Mag 0, k ( x,y)= k!∑(14).m=0 (2m)!(k − 2m)!The recurrent form of the record is:k / 2mm=0Mag0 , ( x,y)= ∑ a Ge(m,wx )akk0 = y ; am= −am−11,3( )( k − 2m+ 2)( k − 2m+ 1) x×2m(2m− 1) y1Mag1,2( x y)= y × x × Ge wx - x × Ge wx3Mag x y = y × x × Ge wx - y × x × Ge wx222The second part of the function is:2Mag1,0( x, y)= x×Ge(1, wx ),1,1( )2 2 3 2, (1, ) (2, ),3 2 3 2, (1, ) (2, ),Mag x y = y× x×Ge wx2, (1, ),1Mag1,4( x y)= y × x × Ge wx - y × x × Ge wx + x × Ge wx54 2 2 3 2 5 2, (1, ) 2 (2, ) (3, )-------------------------------------------------------------------------------------------------------------------------------------------k / 2 m 2m+1 k −2m2( −1)× x × y × Ge(m + 1, wx )Mag 1, k ( x,y)= k!∑(15).m=0 (2m+ 1)!( k − 2m)!In this case the recurrent form of the record is:k / 2mm=0Mag1 , ( x,y)= ∑ a Ge(m + 1, wx )akk0 = y x;am= −am−1( k − 2m+ 2)( k − 2m+ 1) x×(2m+ 1)2myThe one-dimensional functions of Herman<strong>in</strong>corporated <strong>in</strong>to these two-dimensional functionsMary are determ<strong>in</strong>ed from the follow<strong>in</strong>g formulas.222w >Ge wx x wThe first version – if 020, = cos( ) and for n >0( )( , )Ge n wx(16).(2n −1)! ( − w) ( i + n −1)!= ∑x( n − 1)! (2i + 2n −1)! i!∞ i2 2ii=0w 0Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006137


Ge(n,−wx(17).2(2n− 1)! ∞ ( i + n − 1)! i) = ∑ × w x( n − 1)! (2i+ 2n− 1)! i!i=0THE METHODS COMPARISON2iThe author is confident, that experiencedmathematicians will say - why all these complexitiesand fabrications?Indeed there are excellent methods of <strong>in</strong>tegraltransforms, the method of the solutions through Green'sfunction or through the fundamental solution, andf<strong>in</strong>ally the method of separation of variables. Forexample <strong>in</strong> (Полянин 2001) the follow<strong>in</strong>g widelyknown particular solutions are given:u = Ax + B C y + D y w =2( )( cos µ s<strong>in</strong> µ ), µ ,u = Ax + B C hµ y + D hµ y w = −µ2( )( c s ), ,u = A µ x + B µ x Cx + D w = µ2( cos s<strong>in</strong> )( ), ,u = A hµ x + B hµ x Cx + D w = −µ2( c s )( ), ,u = ( Acos µ x + B s<strong>in</strong> µ x)( C cos µ y + D s<strong>in</strong> µ y), w = µ + µ ,2 21 1 2 2 1 2u A x B x C h y D h y w= ( cos µ1+ s<strong>in</strong> µ1)( c µ2+ s µ2), = µ2 2 1− µ2u = ( Ac hµ x + B s hµ x)( C cos µ y + Ds<strong>in</strong> µ y), w = − µ + µ ,2 21 1 2 2 1 2u = ( Ac hµ x + B s hµ x)( C c hµ y + D s hµ y), w = −µ − µ ,2 21 1 2 2 1 2,where A, B, C,D - the arbitrary constants. Whyto bother yourself? What is the difference? However,the difference is very essential and fundamental. Itmeans that <strong>in</strong> the solution which was done by themethod of dual substitution the functional"responsibilities" of the separate function groups aresorted out on the growth of the smallest summarydegree <strong>in</strong> the total solution of differential equation (as apuff-pastry pie), and <strong>in</strong> the solutions which are given at(Полянин 2001) all the functions beg<strong>in</strong> from the zero,first or second summary degree of the <strong>in</strong>dependentvariables. Let us discuss another solution of theequation of the similar to the equation (10), but <strong>in</strong> themore common form:∂ u∂x∂ u∂y2 2+ b + w u = 02 2b w – the arbitrary constants. The situation isthe same as it was described above, if the coefficientb is less than zero, then there is an equation ofwhere ,hyperbolic type, and if the coefficient b is more thanzero, then there is an equation of elliptical type. Ifb < 0, w> 0 the equation is already theequation of Kle<strong>in</strong>-Gordon, and not Helmholtz'sequation. The formula (13) will be used to solve thisequation, and functions enter<strong>in</strong>g this formula arecalculated from the follow<strong>in</strong>g recurrent expressions:k / 2Mag0 , ( x,y)= ∑ a Ge(m,wx )a0km=0mk( k − 2m+ 2)( k − 2m+ 1) x= y ; am= −am−1×2m(2m− 1) yk / 2Mag1 , ( x,y)= ∑ a Ge(m + 1, wx )akm = 0m( k − 2m+ 2)( k − 2m+ 1) xx; am= −am1×(2m+ 1)2myk0 = y−Let us exam<strong>in</strong>e examples of the solutions ofHelmholtz's equations.222222bbAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006138


Example 1. To understand better the first example isexam<strong>in</strong>ed the same as above, but only by solv<strong>in</strong>g theequation of Helmholtz (10).It is assumed that the <strong>in</strong>itial condition is assigned:(1)u (0, y ) = f1 ( y ), ux(0, y ) = f2( y )and it is known, that the functions can be presented <strong>in</strong>the form of series:∞∞kkf1 ( y ) = ∑ bky , f2( y ) = ∑ dky .k = 0 k = 0As Ge( k , 0) = 1 , therefore free coefficients <strong>in</strong>formula (13) will be determ<strong>in</strong>ed from the follow<strong>in</strong>gexpressions:a = b , a = d . Wherewith the0 k k 1k ksolution <strong>in</strong> this task will take the form:∞∑( k 0, k k 1, k )( , ) = ⋅ ( , ) + ⋅ ( , )u x y b Mag x y d Mag x yk=0The functions of Mary( , ), ( , )Mag x y Mag x y can be0, k1, kfound <strong>in</strong> the formulas (14) and (15).Example 2. Let us solve the equation of Helmholtz(10) (or Kle<strong>in</strong>-Gordon).The <strong>in</strong>itial condition is assigned:(1)u (0, y ) = f1( y ), ux(0, y ) = 0In addition, it is known, that the functions can bepresented <strong>in</strong> the form of series:∞kf1( y ) = ∑ bky.k = 0It is clear that <strong>in</strong> this the case the unknown functionis symmetrical to the axis x .Free coefficients <strong>in</strong> formula (13) will be determ<strong>in</strong>eda = b , a = 0 .from the expressions 0 k k 1kWherewith the solution is∞u ( x, y) = ∑ bk⋅ Mag0,k ( x,y).k = 0Example 3. Further will solve the equation ofHelmholtz (10).Let us exam<strong>in</strong>e the version, when the function of thesolution is completely asymmetric to the axis x .In this case, the <strong>in</strong>itial conditions are the follow<strong>in</strong>g(1)u y = A uxy = f2yand that the functions can be presented <strong>in</strong> the form of∞kseries:f2( y ) = ∑ dky.k = 0Free coefficients <strong>in</strong> formula (13) will be determ<strong>in</strong>edfrom the expressions:(0, ) , (0, ) ( )a = A, a = 0, a = d .00 0 k 1k kWherewith the solution <strong>in</strong> this task will take the form:∞u ( x, y) = A + ∑ dk⋅ Mag1,k ( x,y).k = 0Example 4. The <strong>in</strong>itial conditions are the follow<strong>in</strong>gu (0, y ) = 4 + 2 y , u (0, y ) = 3 + 2 y11 (1) 6xIn this example the exact solution will be obta<strong>in</strong>edby formula (13):( , ) = ( , ) + ( , ) + ⋅ ( , ) + ⋅ ( , )u x y b Mag x y b Mag x y d Mag x y d Mag x y0 0,0 11 0,11 0 1,0 6 1,62 11 2 9 2 2u ( x, y ) = 4 G e(0, w x ) + 2[ y G e(0, wx ) − 55 y x G e(1, w x ) +7 4 2 5 6 2 3 8 2+ 330 (2, ) − 462 (3, ) + 165 (4, ) −y x G e w x y x G e wx y x G e wxyx G e wx xG e wx y xG e w x10 2 2 6 2− 11 (5, )] + 3 (1, ) + 2[ (1, ) −1− y x G e wx + y x G e wx − x G e w x74 3 2 2 5 2 7 25 (2, ) 3 (3, ) (4, )]Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006139


ANALYSIS THE FUNCTIONS OF HERMANThe new one-dimensional functions of Hermanwere obta<strong>in</strong>ed dur<strong>in</strong>g the solution of the differentialequation of Helmholtz. These functions are not thesolution of any differential equation (except the usedfunctions of cos<strong>in</strong>e and s<strong>in</strong>e). These functions could benamed as the matrix cont<strong>in</strong>uation of cos<strong>in</strong>e and s<strong>in</strong>e.All these functions have the <strong>in</strong>f<strong>in</strong>ite number of zerovalues and at the po<strong>in</strong>ts of extreme their value, thevalue of the second derivation is equal to the module,and they are opposite to the sign. Their doma<strong>in</strong> ofdef<strong>in</strong>ition is the whole scale of axis, but it is a problemto calculate these functions with the high values of anargument, as it is with the calculation of s<strong>in</strong>e or cos<strong>in</strong>eby the series (Мак-Кракен and Дорн 1977). In short,the essence of problem is that the accuracy of thecalculation of summation of series with the limitedmantissa rapidly is lost, if a number conta<strong>in</strong>s theelements of high value, and summation of series is oflow value or zero. Therefore, the desire of the author toexpress the new functions through other mathematicalfunctions is completely natural. The follow<strong>in</strong>grelationships were found:2( )( )Ge 0, wx = cos( x w)Ge 1, wx = s<strong>in</strong>( x w)x w2 12 3Ge( 2, wx ) = {s<strong>in</strong>( x w) − x w cos( x w)}3( x w)2 152Ge( 3, wx ) = {3s<strong>in</strong>( x w) − 3x w cos( x w) − x ws<strong>in</strong>( x w)}5( x w)2 1052Ge( 4, wx ) = {15s<strong>in</strong>( x w) −15x w cos( x w) − 6x ws<strong>in</strong>( x w)+7( x w)+3( x w) cos( x w)}2 9452Ge( 5, wx ) = {105s<strong>in</strong>( x w) −105x w cos( x w) − 45x ws<strong>in</strong>( x w)+9( x w)+ +3 4 210( x w) cos( x w) x w s<strong>in</strong>( x w)}2 103952Ge( 6, wx ) = {945s<strong>in</strong>( x w) − 945x w cos( x w) − 420x ws<strong>in</strong>( x w)+11( x w)3 4 2 5105( ) cos( ) 15 s<strong>in</strong>( ) ( ) cos( )}+ x w x w + x w x w − x w x w2 1351352Ge( 7, wx ) = {10395s<strong>in</strong>( x w) −10395x w cos( x w) − 4725x ws<strong>in</strong>( x w)+13( x w)+ + −3 4 25 6 31260( x w) cos( x w) 210x w s<strong>in</strong>( x w) 21( x w) cos( x w) − x w s<strong>in</strong>( x w)}2 2027025Ge( 8, wx ) = {135135s<strong>in</strong>( x w) −135135x w cos( x w)−15( x w)2 3 4 2− 62370x ws<strong>in</strong>( x w) + 17325( x w) cos( x w) + 3150x w s<strong>in</strong>( x w)−− − +...5 6 3 7378( x w) cos( x w) 28x w s<strong>in</strong>( x w) ( x w) cos( x w)}However, these formulas are bulky and many ofmathematicians will agree that they are not veryconvenient.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006140


Therefore, further the follow<strong>in</strong>g compact recursionformulas were found.2Ge 0, wx = cos( x w),( )Ge( 1, wx )and for k > 12 s<strong>in</strong>( x w)=x w(2k−1)(2k− 3)Ge k, wx = ( Ge k −1, wx − Ge k − 2, wx ) (18).2 2 2( ) ( ) ( )2x wIf w < 0 the recursion formula is such (for examplefor Kle<strong>in</strong>-Gordon equation):2( )Ge 0, − wx = ch( x w ) ,Gesh( x w )2− =,x w( 1, wx )and for m > 1(2m−1)(2m− 3)Ge m, − wx = ( Ge m − 2, −wx − Ge m −1, − wx ) (19).2 2 2( ) ( ) ( )2x wIn this form the calculation of the functions of Hermanis much more convenient and more effective.THREE-DIMENSIONAL EQUATION OFLAPLACE AND DUAL SUBSTITUTIONLet us solve the equation:2 2 2∂ u ∂ u ∂ u+ + = 0(20).∂x ∂x ∂ x2 2 21 2 3It is looked for the general solution of thisdifferential equation by us<strong>in</strong>g the same method of thedual substitution (all the computations will not begiven, but the result will already be presented):∞∞∑ ∑ ( m n m n m n m n ) (21).( , , ) = ⋅ ( , , ) + ⋅ ( , , )u x x x a Mag x x x a Mag x x x1 2 3 0, , 0, , 1 2 3 1, , 1, , 1 2 3k = 0 n=0m= k −nwherea 0,m , n and a 1,m , n the free coefficients, andthe function 0, m, n ( 1, 2,3 )( , , )1, m, n 1 2 3follow<strong>in</strong>g formulas:Mag x x x andMag x x x can be found from theMag(22)Mag0, m,n1, m,n= m!n!= m!n!m / 2n/ 2∑ ∑i= 0 j=0m / 2 n / 2∑∑i= 0 j=0where p = i + j .( −1)pp!x2 p1xm−2i2n−2j3i!j!(2p)!(m − 2i)!(n − 2 j)!( −1)pp!x2 p+11m−2i2i!j!(2p + 1)!( m − 2i)!(n − 2 j)!xxxn−2j3Recurrent form of record for three measurements is:Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006141


Maga0, m,na=m / 2n/ 2∑ ∑i= 0 j=0ai,jx2i+ 2 j1xm−2i2xn−2j3( m − 2i+ 2)( m − 2i+ 1)− a(2i+ 2 j)(2i+ 2 j − 1)a 0 = 1;,0( n − 2 j + 2)( n − 2 j + 1)(2i+ 2 j)(2i+ 2 j − 1)i , j = − i−1,ji,j−1(23).Mag1, m,na 0 = 1;a,0i,ja=m / 2n/ 2∑ ∑i= 0 j=0ai,jx2i+2 j+11xm−2i2xn−2j3( m − 2i+ 2)( m − 2i+ 1)− a(2i+ 2 j)(2i+ 2 j + 1)= − i−1,ji,j−1( n − 2 j + 2)( n − 2 j + 1)(2i+ 2 j)(2i+ 2 j + 1)If it is necessary to solve the more general equation ofthe form:∂ 2 2 2u u u+ b∂ + d∂ = 0,∂x ∂x ∂ x2 2 21 2 3where b,d the arbitrary constants. Then recurrentexpressions will be the follow<strong>in</strong>g:Mag0, m,n=m / 2n/ 2∑ ∑i= 0 j=0ai,jx2i+2 j1xm−2i2xn−2j3a 0 ,0 = 1;( m − 2i+ 2)( m − 2i+ 1)ai,j = −ai−1,jb − ai,j−(2i+ 2 j)(2i+ 2 j − 1)Mag1, m,n=m / 2n/ 2∑ ∑i= 0 j=0ai,jx2i+2 j+11xm−2i2x1n−2j3a 0 ,0 = 1;( m − 2i+ 2)( m − 2i+ 1)ai,j = −ai−1,jb − ai,j−(2i+ 2 j)(2i+ 2 j + 1)1( n − 2 j + 2)( n − 2 j + 1)d(2i+ 2 j)(2i+ 2 j − 1)( n − 2 j + 2)( n − 2 j + 1)d(2i+ 2 j)(2i+ 2 j + 1)It is possible to read on the particular and fundamentalsolutions of equation (20) <strong>in</strong> (Полянин 2001).However, there are <strong>in</strong>dicated only some separatesolutions, which are similar to those given <strong>in</strong> thearticle:u = Ax + Bx + Cx + D,1 2 3u = Ax + Bx − ( A + B)x + Cx x + Dx x + Ex x2 2 21 2 3 1 2 1 3 2 3where A, B, C, D,E the arbitrary constants.Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006142


SOLUTION OF THE THREE-DIMENSIONALEQUATION OF HELMHOLTZNow let us solve the three-dimensional equation ofHelmholtz:2 2 2∂ u ∂ u ∂ u+ + + wu = 0(24)∂x ∂x ∂ x2 2 21 2 3The general solution of this differential equation issearched by us<strong>in</strong>g the special functions of Mary fromthree variables (they are obta<strong>in</strong>ed by the method ofdual substitution):∞∞∑ ∑ ( m n m n m n m n ) ,( , , ) = ⋅ ( , , ) + ⋅ ( , , )u x x x a Mag x x x a Mag x x x1 2 3 0, , 0, , 1 2 3 1, , 1, , 1 2 3k = 0 n= 0m= k −nwhere a 0,m , n and a 1,m , n the free coefficients,and the function 0, m, n ( 1, 2,3 )( , , )1, m, n 1 2 3the follow<strong>in</strong>g formulas:Mag x x x andMag x x x are determ<strong>in</strong>ed fromm / 2 n / 2(−1)p!x 21=1x x3Ge(p,wx )Mag 0, m,n m!n!∑ ∑(25)i!j!(2p)!(m − 2i)!(n − 2 j)!i= 0 j=0p2 pm−2<strong>in</strong>−2jm / 2n/ 2 ( −1)p!x 2+ 1=1x x3Ge(p 1, wx )Mag 1, m,n m!n!∑ ∑,i!j!(2p + 1)!( m − 2i)!(n − 2 j)!i= 0 j=0p2 p+1m−2<strong>in</strong>−2jThe recurrent form of record for threewhere p = i + jmeasurements of Helmholtz's equation is:.m / 2n/ 2Mag0 , , = ∑ ∑ a , x x2x Ge(i + j,wx1)a 0 ,0 =am n1;i= 0 j=0ij2i+2 j1m−2<strong>in</strong>−2j3( m − 2i+ 2)( m − 2i+ 1)− a(2i+ 2 j)(2i+ 2 j − 1)2( n − 2 j + 2)( n − 2 j + 1)(2i+ 2 j)(2i+ 2 j − 1)i , j = −ai−1,ji,j−1(26).m / 2n/ 2Mag1 , , = ∑ ∑ a , x x2x Ge(i + j + 1, wx1)a 0 ,0 =m n1;i= 0 j=0ij2i+2 j+11m−2<strong>in</strong>−2j3( m − 2i+ 2)( m − 2i+ 1)− a(2i+ 2 j)(2i+ 2 j + 1)( n − 2 j + 2)( n − 2 j + 1)(2i+ 2 j)(2i+ 2 j + 1)i , j = −ai−1,ji,j−1.a222Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006143


Now more general equation of the form will beexam<strong>in</strong>ed:2 2 2∂ u ∂ u ∂ u+ b + d + wu = 0∂x ∂x ∂x2 2 21 2 3where b, d,w the arbitrary constants. Therecurrent expressions for this equation will be thefollow<strong>in</strong>g:Magm / 2n/ 22i+2 j m−2<strong>in</strong>−2j20 , m,n = ∑ ∑ ai,j x1x2x3Ge(i + j,wx1)i= 0 j=0a 0 ,0 = 1;( m − 2i+ 2)( m − 2i+ 1)ai,j = −ai−1,jb − ai,j−(2i+ 2 j)(2i+ 2 j − 1)1( n − 2 j + 2)( n − 2 j + 1)d(2i+ 2 j)(2i+ 2 j − 1)Magm / 2n/ 22i+2 j+1 m−2<strong>in</strong>−2j21 , m,n = ∑ ∑ ai,j x1x2x3Ge(i + j + 1, wx1)i= 0 j=0a 0 ,0 = 1;( m − 2i+ 2)( m − 2i+ 1)ai,j = −ai−1,jb − ai,j−(2i+ 2 j)(2i+ 2 j + 1)1( n − 2 j + 2)( n − 2 j + 1)d(2i+ 2 j)(2i+ 2 j + 1)It is possible to read about the particular andfundamental solutions of equation (23) <strong>in</strong> (Полянин2001). But there is no similar solutions among theseparticular ones to those given <strong>in</strong> the article, as there aregiven only the solutions obta<strong>in</strong>ed by the method ofseparation of variables, and <strong>in</strong> these formulas generalfunctions of Herman are used which are obta<strong>in</strong>ed bythe method of dual substitution.FOUR-DIMENSIONAL EQUATION OFLAPLACE AND DUAL SUBSTITUTION2 2 2 2∂ u ∂ u ∂ u ∂ u+ + + = 0∂x ∂x ∂x ∂x2 2 2 21 2 3 4(27)The general solution of this differential equation is:∞ k k −m1( 1, 2, 3,4 ) = ∑ ∑ ∑ ( 0, m )1, m2 , m3 0, m1 , m2 , m+3 1. m1 , m2 , m3 1, m1 , m2 , m3(28),u x x x x a Mag a Magawhere 0, m , m , mcoefficients,1 2 3k = 0 m = 0 m = 0and1 2m3 = k −m1 −m2a1, m , m , m1 2 3the freethe functions Mag0, m ( )1, m2 , mx3 1, x2, x3,x4and Mag ( x , x , x , x ) are1, m1 , m2 , m31 2 3 4determ<strong>in</strong>ed from the follow<strong>in</strong>g formulas:Mag0, m , m , m1 2 3= mm1 m2m3p2 2 22 p m1 −2i m2−2j m3−2l( −1 ) p!x1 x2 x3 x4F∑∑∑ (29)i= 0 j= 0 l=0 i! j! l! ( 2 p) !( m1 − 2 i) !( m2 − 2 j) !( m3− 2 l)!Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006144


Mag1, m , m , m1 2 3= mm1 m2m32 2 2p 2 p+1 m1 −2i m2−2j m3−2l( −1 ) p!x1 x2 x3 x4( + ) ( − ) ( − ) ( − )∑∑∑ ,Fi= 0 j= 0 l=0 1 2 3i! j! l! 2p 1 ! m 2 i ! m 2 j ! m 2 l !where p = i + j + l , mFm1 ! m2 ! m3!= .The recurrent form of record for four measurementsis:m1 / 2 m2/ 2 m3/ 22i+2 j+2lm −2−2−2=1 i m2j m3lMag 0, m , , ∑ ∑ ∑1 m2ma3i,j,l x1x2x3x4(30)i= 0 j=0 l=0a 0 ,0,0 = 1a1 1i, j, l= - ai - 1, j,l-a2 2-i, j-1, l--aMagi, j, l-1a 0 = 1a,0,0i,j,l− a− a( m - 2i + 2)( m - 2i+ 1)(2i + 2 j + 2 l)(2i + 2 j + 2l- 1)( m - 2 j + 2)( m - 2 j + 1)(2i + 2 j + 2 l)(2i + 2 j + 2l- 1)( m3 - 2l + 2)( m3- 2l+ 1)(2i + 2 j + 2 l)(2i + 2 j + 2l- 1)1, m1, m2, m3= −ai,j−1,li,j,l −1=i−1,j,lm1 / 2 m2/ 2 m3/ 2∑ ∑ ∑i= 0 j=0l=0ai,j,l( m3− 2l+ 2)( m3− 2l+ 1)(2i+ 2 j + 2l)(2i+ 2 j + 2l+ 1)x2i+2 j+2l+11( m1− 2i+ 2)( m1− 2i+ 1)−(2i+ 2i+ 2l)(2i+ 2 j + 2l+ 1)( m2− 2 j + 2)( m2− 2 j + 1)−(2i+ 2 j + 2l)(2i+ 2 j + 2l+ 1)xm1−2i2xm2−2j3xm3−2l4If there is the more general equation of the form:2 2 2 2∂ u u u u+ b ∂ + b ∂ + b∂ = 0∂x ∂x ∂x ∂x2 2 2 3 2 4 21 2 3 4b , b , b the arbitrary coefficients, then thewhere 2 3 4solution of this equation must be found also accord<strong>in</strong>gto formula (28), and functions calculated from thefollow<strong>in</strong>g recursion formulas:Mag0, m1, m2, m3=m1 / 2 m2/ 2 m3/ 2∑ ∑ ∑i= 0 j=0l=0ai,j,lx2i+2 j+2l1xm1−2i2xm2−2j3xm3−2l4Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006145


a 0 = 1,0,0( m1 - 2i + 2)( m1- 2i+ 1)ai , j, l= - ai - 1, j, lb2-(2i + 2 j + 2 l)(2i + 2 j + 2l- 1)( m2 - 2 j + 2)( m2- 2 j + 1)- ai , j-1, lb3-(2i + 2 j + 2 l)(2i + 2 j + 2l- 1)-a( m - 2l + 2)( m - 2l+ 1)b(2i + 2 j + 2 l)(2i + 2 j + 2l- 1)3 3i, j, l-1 4Mag1, m1, m2, m3=m1 / 2 m2/ 2 m3/ 2∑ ∑ ∑i= 0 j=0l = 0ai,j,lx2i+2 j+2l+ 11xm1−2i2xm2−2j3xm3−2l4a 0 ,0,0 =ai,j,l− a− a1= −ai,j−1,li,j,l−1i−1,j,l( m1− 2i+ 2)( m1− 2i+ 1)b(2i+ 2i+ 2l)(2i+ 2 j + 2l+ 1)( m2− 2 j + 2)( m2− 2 j + 1)b(2i+ 2 j + 2l)(2i+ 2 j + 2l+ 1)( m3− 2l+ 2)( m3− 2l+ 1)b(2i+ 2 j + 2l)(2i+ 2 j + 2l+ 1)34−2−SOLUTION OF THE FOUR-DIMENSIONALEQUATION OF HELMHOLTZ2 2 2 2∂ u ∂ u ∂ u ∂ u+ + + + wu = 0∂x ∂x ∂x ∂x2 2 2 21 2 3 4(31)The general solution of this differential equation:∞ k k −m1( 1, 2, 3,4 ) = ∑ ∑ ∑ ( 0, m )1, m2 , m3 0, m1 , m2 , m+3 1. m1 , m2 , m3 1, m1 , m2 , m3(32),u x x x x a Mag a Magak = 0 m = 0 m = 01 2m3 = k −m1 −m2where 0, m1 , m2 , m and31, m1 , m2 , m the free3coefficients, and the functions1 2 3a( , , , )Mag x x x x and0, m , m , m 1 2 3 4( , , , )Mag x x x x are1, m1 , m2 , m31 2 3 4determ<strong>in</strong>ed from the formulas:Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006146


MagMag0, m , m , m1 2 31, m , m , m1 2 3= m= mm1 m2m3p2 2 2m l( − ) 1 2 3 4 1F∑∑∑i= 0 j= 0 l=0 i j l p m1 i m2 j m3l2 p m1 −2i m2−2j 3−221 p! x x x x Ge( p, wx )( ) ( − ) ( − ) ( − )! ! ! 2 ! 2 ! 2 ! 2 !m1 m2m3p2 2 2m l( − ) 1 2 3 4+1Fi= 0 j= 0 l=0 i j l ( p + ) ( m1 − i) ( m2 − j) ( m3− l)2 p+1 m1 −2i m2−2j 3−221 p! x x x x Ge( p 1, wx )∑∑∑ (33),where p = i + j + l , mFm1 ! m2 ! m3!! ! ! 2 1 ! 2 ! 2 ! 2 != .The recurrent form of the record for four measurements is:Mag0,m1 / 2 m2/ 2 m3/ 21 2 3m , m , m = ∑ ∑ ∑ ai,j,l x x x x Ge(i + j +1a 0 = 1a,0,0i,j,l− a− ai,j−1,li,j,l−12= −a3i−1,j,li= 0 j=0l=02i+2 j+2l1( m2− 2 j + 2)( m2− 2 j + 1)−(2i+ 2 j + 2l)(2i+ 2 j + 2l− 1)( m3− 2l+ 2)( m3− 2l+ 1)(2i+ 2 j + 2l)(2i+ 2 j + 2l− 1)m2−2i( m1− 2i+ 2)( m1− 2i+ 1)−(2i+ 2i+ 2l)(2i+ 2 j + 2l− 1)m3−2jm4−2l(34)l,wx21)Mag1,m1 / 2 m2/ 2 m3/ 21 2 3m , m , m = ∑ ∑ ∑ ai,j,l x x x x Ge(i + j + l + 1, wx1a 0 = 1a,0,0i,j,l− a− ai,j−1,li,j,l−12= −a3i−1,j,li = 0 j=0l = 0( m3− 2l+ 2)( m3− 2l+ 1)(2i+ 2 j + 2l)(2i+ 2 j + 2l+ 1)2i+ 2 j+2l+ 11( m1− 2i+ 2)( m1− 2i+ 1)−(2i+ 2i+ 2l)(2i+ 2 j + 2l+ 1)( m2− 2 j + 2)( m2− 2 j + 1)−(2i+ 2 j + 2l)(2i+ 2 j + 2l+ 1)And the more general version will be exam<strong>in</strong>ed for equation (31):m2−2im3−2jm4−2l21)2 2 2 2∂ u ∂ u ∂ u ∂ u+ b + b + b + wu =∂x ∂x ∂x ∂x2 2 2 3 2 4 21 2 3 40Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006147


The recursion formulas for this equation will be the follow<strong>in</strong>g:Mag0,m1 / 2 m2/ 2 m3/ 21 2 3m , m , m = ∑ ∑ ∑ ai,j,l x x x x Ge(i + j +1a 0 = 1a,0,0i,j,l− a− ai,j−1,li,j,l−12= −a3i−1,j,li= 0 j=0l = 02i+2 j+2l1( m2− 2 j + 2)( m2− 2 j + 1)b(2i+ 2 j + 2l)(2i+ 2 j + 2l− 1)( m3− 2l+ 2)( m3− 2l+ 1)b(2i+ 2 j + 2l)(2i+ 2 j + 2l− 1)m234−2i( m1− 2i+ 2)( m1− 2i+ 1)b(2i+ 2i+ 2l)(2i+ 2 j + 2l− 1)−m32−2j−m4−2ll,wx21)Mag1,m1 / 2 m2/ 2 m3/ 21 2 3m , m , m = ∑ ∑ ∑ ai,j,l x x x x Ge(i + j + l + 1, wx1a 0 = 1a,0,0i,j,l− a− a2= −ai,j−1,li,j,l−13i−1,j,li = 0 j=0l = 02i+2 j+2l+ 11( m2− 2 j + 2)( m2− 2 j + 1)b(2i+ 2 j + 2l)(2i+ 2 j + 2l+ 1)( m3− 2l+ 2)( m3− 2l+ 1)b(2i+ 2 j + 2l)(2i+ 2 j + 2l+ 1)m234−2im3( m1− 2i+ 2)( m1− 2i+ 1)b(2i+ 2i+ 2l)(2i+ 2 j + 2l+ 1)−−2j2−m4−2l21)Actually, it was possible to write the solutions alsofor the equations of the larger dimensionality and othertypes, but the author is confident, that the idea of their<strong>format</strong>ion is already clear.equation of Laplace, which conta<strong>in</strong>s the arbitraryfunctions of the variables ( n − 1) :In (Полянин 2001) it is possible to f<strong>in</strong>d theexcellent general formula for the solution of thexxu( x ,..., x ) ( 1) [ f ( x ,..., x ) g( x ,..., x )]∞2k2k+ 1k n k n k1 n= ∑ − ∆1 n−1 + ∆1 n−1(35),k=0 (2 k)! (2k+ 1)!f ( x ,..., x −) and g( x1 ,..., xn− 1)- thewhere 1 n 1arbitrary <strong>in</strong>f<strong>in</strong>itely differentiated functions .If he formulas (14), (22), (25), (29) and (33) areconsidered, then at once it can be seen structuralsimilarity to the formula (35).Annual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006148


CONCLUSIONSThe basic content of this article - it is the method ofthe dual substitution, which provides the complete setof functions for solv<strong>in</strong>g the differential equations <strong>in</strong> thepartial derivatives of mathematical physics.All the other formulas and solutions given <strong>in</strong> thearticle, no matter how difficult it was to derive them,are the result of apply<strong>in</strong>g the method of dualsubstitution.The method of dual substitution is simple and itsoperations correspond to the usual algebra.Especially this method can be effective forexpla<strong>in</strong><strong>in</strong>g the content of the solutions of partialdifferential equations when teach<strong>in</strong>g <strong>in</strong> the educational<strong>in</strong>stitutions.The known contemporary analytical methods ofsolv<strong>in</strong>g the partial differential equations conta<strong>in</strong>complex <strong>in</strong>tegral expressions and differentcomb<strong>in</strong>ations of special functions <strong>in</strong> their results.The method of dual substitution makes it possible toobta<strong>in</strong> the simpler functions for solv<strong>in</strong>g the equation.The author considers that the best usage of thesesimpler functions is follow<strong>in</strong>g:• For the concrete partial differential equations,where there are ten or more simpler functionsaccord<strong>in</strong>g to the method of dual substitution;• Entire area be<strong>in</strong>g considered is divided <strong>in</strong>to thecells (region) of such value that the obta<strong>in</strong>ed set ofthe simpler functions would give the necessaryaccuracy <strong>in</strong> each separate cell;• The system of equations or the objective function,which def<strong>in</strong>es extreme and <strong>in</strong>itial conditions, isconstructed for the optimum search forunrestricted variables <strong>in</strong> all the cells.the approximation of any polynomial curve – moreoften it is more easily and precise to approximate byten polynomials than one.The author hopes that this method will be usedwidely <strong>in</strong> the solution of different mathematical andpractical equations.REFERENCESЛюк, Ю. 1980. Специальные математическиефункции и их аппроксимации. Москва, Мир,Пер. с анг. Г.П.Бабенко Под редакциейК.И.Бабенко.Виноградов, И.М. 1977. Математическаяэнциклопедия Т1. Москва, СоветскаяЭнциклопедия.Корн, Г. and Т. Корн. 1977. Справочник поматематике Издание четвёртое, Москва, Наука.Полянин, А.Д. 2001. Справочник по линейнымуравнениям математической физики. Москва,Физико-Математическая литература.Мак-Кракен, Д. and У. Дорн. 1977. Численныеметоды и программирование на фортране, Москва,Мир, Пер. с анг. Б.Н.Казака. Под редакциейБ.М.Наймарка.BIOGRAPHYValerijs Stepuchevs work<strong>in</strong>g as Lead<strong>in</strong>g Eng<strong>in</strong>eer <strong>in</strong>Electronic Department of Latvian Intelligent <strong>Systems</strong>,Ltd. In 1980, he graduated the Institute of CivilAviation <strong>in</strong> Riga and holds Eng<strong>in</strong>eer diploma <strong>in</strong>Electronics. His ma<strong>in</strong> <strong>in</strong>terests are electronics andmathematics especially methods for solution of partialequation systems.This method of the solution must give better resultsthan only the grid method or analytical method of thesolution. This solution can be named as the complexgrid. The complex grid compar<strong>in</strong>g to the grid methoduses more <strong>in</strong><strong>format</strong>ion about the differential equation.Us<strong>in</strong>g results, it is possible to make differentiation,<strong>in</strong>tegration, and other different mathematicaloperations, as this can be done by the simpler functionsof the solution.But difference from the typical analytical methodcan be demonstrated based on the simple example ofAnnual <strong>Proceed<strong>in</strong>gs</strong> of Vidzeme University College “ICTE <strong>in</strong> Regional Development”, 2006149

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