Difference between revisions of "Monitoring Quarter"

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[[Data Gathering Quarter]] (hereinafter, the ''Quarter'') is the first of four lectures of [[Operations Quadrivium]] (hereinafter, the ''Quadrivium''):
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[[Monitoring Quarter]] (hereinafter, the ''Quarter'') is a lecture introducing the learners to [[operations discovery]] primarily through key topics related to [[monitoring]]. The ''Quarter'' is the first of four lectures of [[Operations Quadrivium]], which is the third of seven modules of '''[[Septem Artes Administrativi]]''' (hereinafter, the ''Course''). The ''Course'' is designed to introduce the learners to general concepts in [[business administration]], [[management]], and [[organizational behavior]].
*The ''Quarter'' is designed to introduce its learners to [[enterprise discovery]], or, in other words, to concepts related to obtaining data needed to administer the [[enterprise effort]]; and
 
*The ''Quadrivium'' examines concepts of administering various types of enterprises known as [[enterprise administration]] as a whole.
 
 
 
The ''Quadrivium'' is the first of seven modules of [[Septem Artes Administrativi]], which is a course designed to introduce its learners to general concepts in [[business administration]], [[management]], and [[organizational behavior]].
 
  
  
 
==Outline==
 
==Outline==
''The predecessor lecture is [[Chief Execution Quarter]]''.
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''[[Project Management Quarter]] is the predecessor lecture.  In the [[enterprise discovery]] series, the previous lecture is [[Validated Learning Quarter]].''
 +
:[[Operations discovery]] is the [[enterprise discovery]] of [[data]] needed to design or modify [[operations]] that [[enterprise]]s run in order to support their [[business]]es. Organizationally, the [[data]] needed to design or modify these [[operations]] is collected through [[idea generation]], [[validated learning]], [[monitoring]], and [[market intercourse]]s. This particular lecture concentrates on [[monitoring]] because this [[enterprise effort]] is the primary method for collecting [[data]] that routinely emerges.  
  
 
===Concepts===
 
===Concepts===
 +
#'''[[Monitoring]]'''. A continuous process of collecting [[enterprise data]].
 +
#*[[Internal monitoring]]. [[Monitoring]] of [[internal data source]]s; these ''sources'' include [[document collaboration system]]s, [[business surveillance]], [[enterprise acquisition]]s, [[communications]], and the [[bookkeping system]].
 +
#*[[Market monitoring]]. [[Monitoring]] of industry contracts, market data, and competitive intelligence.
 +
#*[[Stakeholder monitoring]]. [[Monitoring]] of [[stakeholder]]s.
 +
#*[[Regulatory monitoring]]. [[Monitoring]] of regulatory information.
 +
#[[File:Discovery.png|400px|thumb|right|[[Enterprise discovery]]]]'''[[Enterprise discovery]]'''. All [[activiti]]es resulted in obtaining of any [[data]] relevant to further effort development undertaken in order to achieve the [[effort goal]] or [[effort goal|goal]]s.
 +
#*[[Data gathering]].
 +
#'''[[Indicator]]'''. An indicator identifies a specific numerical measurement that indicates progress toward achieving an impact, output, activity or input. See also metric.
 +
#*[[Metric]]. A metric is a quantifiable level of an indicator that an organization wants to accomplish at a specific point in time.
 +
#*[[Metrics]]. Measures of performance that observe progress and evaluate trends within an organization.
 +
#'''[[Data collection mode]]'''. A way or manner in which [[monitoring]] occurs.
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#*[[Automatic data collection]]. The [[data collection mode]] that automatically collects [[enterprise data]].
 +
#*[[Controlled data collection]]. The [[data collection mode]] that requires a human intervention in order to collect [[enterprise data]].
 +
#'''[[Automatic surveillance]]'''. The [[automatic data collection]] of behavior, activity, or other changing [[enterprise data]] for the purpose of [[enterprise administration]].
 +
#*[[Audiovisual surveillance]]. [[Business surveillance]] that uses microphones and/or cameras for [[observation]] from a distance. This ''surveillance'' may include aerial vehicles or [[closed-circuit television]] (CCTV).
 +
#*[[Digital interception]]. [[Business surveillance]] that intercepts electronically transmitted [[data]] such as [[Internet]] traffic, phone calls, [[social media]] or [[Global Positioning System]] (GPS) exchanges.
 
#'''[[Enterprise data]]'''. All [[data]] that has been gathered to support all of the [[enterprise effort]]s.
 
#'''[[Enterprise data]]'''. All [[data]] that has been gathered to support all of the [[enterprise effort]]s.
 
#*[[Data]]. Factual communications, raw documents, unprocessed measurements, and/or recorded observations collected for further analysis in order to create [[information]].
 
#*[[Data]]. Factual communications, raw documents, unprocessed measurements, and/or recorded observations collected for further analysis in order to create [[information]].
 +
#*[[Biological data]]. In [[enterprise administration]], [[Qualitative data|qualitative]] and/or [[quantitative data]] of employees. This ''data'' may include biological characteristics, pictures, videos, and other depictions, etc.
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#'''[[Primary data]]'''. (1) [[Data]] collected specifically for the particular research; (2) [[Data]] specifically extracted from previously collected data for the particular research.
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#*[[Qualitative data]]. [[Data]] that approximates or characterizes, but does not measure the attributes, characteristics, properties, etc., of a thing or phenomenon. [[Qualitative data]] describes whereas [[quantitative data]] defines.
 +
#*[[Quantitative data]]. [[Data]] that can be quantified and verified, and is amenable to statistical manipulation. [[Quantitative data]] defines whereas [[qualitative data]] describes.
 +
#'''[[Secondary data]]'''. [[Data]] that have been published, sold, and/or previously collected or extracted not for the current research.
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#'''[[Metadata]]'''. [[Data]] about [[data]]; [[metadata]] is used to understand the context and validity of the [[primary data|primary]] and/or [[secondary data]] recorded in a [[system]]. If a photo is the [[primary data]], its [[metadata]] might consist of what its resolution is, when the photo was taken, etc. 
 +
#*[[Discovery metadata]]. [[Metadata]] that describes its [[primary data]] for discovery and identification purposes. It can include elements such as title, abstract, author, and keywords.
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#*[[Structural metadata]]. [[Metadata]] that indicates how [[data]] is organized internally, for example, how pages are ordered to form chapters, and externally, for example, how to find issues or discussions related to the [[primary data]].
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#*[[Historical metadata]]. [[Metadata]] that provides [[historical data]] on any operations with the [[primary data]] such as its creation, storage, modification, verification, and/or validation. [[Historical metadata]] includes [[data source]]s, possibly, geolocations of data operations, contexts, maintenance records, test results, etc.
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#*[[Legal metadata]]. [[Metadata]] that provides [[data]] about [[intellectual property]] of the [[primary data]] and legal rights of its usage.
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#*[[Technical metadata]]. [[Metadata]] that indicates any technical data such as its file type, database key, archiving possibility, [[specification]]s, [[end-user]] documentation, etc.
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#'''[[Data research]]'''. The systematic investigation into and study of [[data]] and [[data source]]s in order to further establish facts and reach new conclusions.
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#*[[Qualitative research]]. [[Data research]] that looks for [[qualitative data]].
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#*[[Quantitative research]]. [[Data research]] that looks for [[quantitative data]].
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#'''[[Research inquiry]]'''. [[Enterprise effort]] undertaken in order to augment knowledge, to resolve doubt, or solve a problem.
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#*[[Ad hoc query]]. The ability to create a one-off, "on demand" report from [[BI software|BI]] or [[data analytics software]] that answers a specific business question.
 +
#*[[Appreciative inquiry]]. An approach that seeks to identify the unique qualities and special strengths of an organization, which can then be built on to improve performance.
 
#'''[[Data source]]'''. A place, person, or thing from which [[data]] comes or can be obtained.
 
#'''[[Data source]]'''. A place, person, or thing from which [[data]] comes or can be obtained.
 +
#*[[Internal data source]]. Intra-firm sources and records including historical data on similar procurements, cost and performance data on various suppliers and other data which could assist in proposed procurements.
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#*[[External data source]]. Extra-firm sources including industry contracts, market data, competitive intelligence and regulatory information which could aid procurement decision-making.
 +
#'''[[Data origin]]'''. The point or place from which [[data]] can be collected.
 
#*[[Human communications]]. [[Data]] generated by an informational exchange between two or more people.
 
#*[[Human communications]]. [[Data]] generated by an informational exchange between two or more people.
 
#*[[Document data]]. [[Data]] that one or more pieces of written, printed, or electronic matter contains.
 
#*[[Document data]]. [[Data]] that one or more pieces of written, printed, or electronic matter contains.
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#*[[Measurement data]]. [[Data]] that is obtained by one or more [[datapoint device]]s.
 
#*[[Measurement data]]. [[Data]] that is obtained by one or more [[datapoint device]]s.
 
#*[[Reconnaissance data]]. [[Data]] generated by [[observation]]s.
 
#*[[Reconnaissance data]]. [[Data]] generated by [[observation]]s.
#'''[[Data research]]'''.  
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#'''[[Data structure]]'''. The arrangement of and relations between the parts or elements of [[data]].
#*[[Qualitative research]].
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#*[[Structured data]]. Any [[data]] that is stored in a fixed field within a record or file. For instance, all data contained in [[relational database]]s and spreadsheets is structured.
#*[[Quantitative research]].
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#*[[Unstructured data]]. [[Data]] that either does not have a predefined [[data model]] or is not organized in a predefined manner. [[Unstructured data]] is typically text-heavy, but may contain data such as dates, numbers, and facts.
#'''[[Data collection mode]]'''.
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#*[[Automatic data collection]].  
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===Roles===
#*[[Controlled data collection]].
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#'''[[Data provider]]'''. An individual or [[organization]] that provides its customers with [[data]].
#'''[[Data structure]]'''.
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#'''[[Surveillance target]]'''. Someone or something that is a target of [[surveillance]].
#*[[Structured data]].
 
#*[[Unstructured data]].
 
#*[[Data validation]].
 
#'''[[Market research]]'''. The activity of gathering information about both or either consumers' needs and preferences and/or sellers' [[product]]s on the [[market]]. Sometimes, the research is considered being the first phase of the [[market analysis]].
 
#*[[Environmental scanning]]. Screening information to detect emerging trends.
 
#*[[Benchmarking]]. The search for the best practices among competitors or noncompetitors that lead to their superior performance.
 
#*[[Benchmark]]. The standard of excellence against which to measure and compare.
 
#'''[[Metadata]]'''. [[Data]] about [[data]]; it may include [[data source]]s, geolocation, the chronology related to data creation and further movement, data contexts, etc.
 
#'''[[Internal reporting]]'''.
 
#'''[[Knowledge base]]'''.
 
  
 
===Methods===
 
===Methods===
#'''[[Data-gathering technique]]'''. An established procedure for carrying out gathering of [[data]].
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#'''[[Media research]]'''. The [[data-gathering technique]] that is based on a systematic study of audio- and visual- materials in order to gather [[data]].
#*[[Interview]]. A [[data-gathering technique]] that represents an arranged [[meeting]] of people face-to-face, especially for consultation or other informational exchange.
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#[[File:Observation.png|400px|thumb|right|[[Observation]]]]'''[[Observation]]'''. The [[data-gathering technique]] that is based on watching something or someone; an [[observation]] can also be a statement based on something one has seen, heard, or noticed. In [[business analysis]], [[observation]] is a means to elicit requirements by conducting an assessment of the stakeholder's work environment.
#*[[Observation]]. The [[data-gathering technique]] that is based on watching something or someone; an observation can also be a statement based on something one has seen, heard, or noticed.
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#*[[In-situ observation]].
#*[[Document research]]. The [[data-gathering technique]] that is based on a systematic study of documents in order to gather [[data]].
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#*[[Ex-situ observation]].
#*[[Media research]]. The [[data-gathering technique]] that is based on a systematic study of audio- and visual- materials in order to gather [[data]].
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#*[[Remote-sensed observation]].
#*[[Event-based research]]. The [[data-gathering technique]] that is based on a systematic study of behavior of people at arranged events such as pooling, sampling, and/or querying, either virtual or physical, undertaken in order to gather [[data]] primarily of the results of their behavior.
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#'''[[Documentation review]]''' (also known as [[documentation study]], [[document research]], and [[document analysis]]). The [[data-gathering technique]] that is based on a systematic study of documents in order to gather [[data]]. In [[business analysis]], [[document review]] is a means to elicit requirements of an existing system by studying available documentation and identifying relevant information.
#*[[Inspection]]. The [[data-gathering technique]] that is based on careful examination of something in order to either learn about its features or check whether its features confirm its specifications.
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#'''[[Data import]]'''. Data brought into the bookkeeping records through a digital import. This could include bank transactions which can be downloaded from the bank in a special format such as CSV, or it could be contact names and addresses from another program such as excel. Import can also mean to bring into the country stock purchased overseas.
#*[[Testing]]. The [[data-gathering technique]] that is based on taking measures to check the performance and/or reliability of somebody, especially before making agreements, or something, especially before putting it into widespread use or practice.
 
#'''[[Meeting]]'''. An occasional or arranged gathering of people for informational, emotional, or physical exchanges; particularly, this gathering can serve as a [[data-gathering technique]].
 
#*[[Town hall meeting]]. An informal public meeting where information can be relayed, issues can be discussed, or employees can be brought together to celebrate accomplishments.
 
  
 
===Instruments===
 
===Instruments===
#'''[[Data-gathering tool]]'''. An tangible or software implement used to carry out gathering of [[data]].
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#'''[[Content-gathering tool]]'''. A tangible and/or software implement used to gather content.  
#*[[Questionnaire]]. The [[data-gathering tool]] that represents a set of questions composed for the purposes of conducting of one or more [[event-based research]]es.
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#*[[Document form]]. A [[content-gathering tool]] implemented as one or more fields to be filled or options to be selected.
#*[[Datapoint device]]. Any [[data-gathering tool]] that counts, detects, gauges, meters, records, scales, scores, senses, surveys, and/or tests somebody or something and is located at some point where relevant [[data]] can be gathered.
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#*[[Download portal]]. An online tool that is designed to download files.
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#'''[[Data date]]''' (DD). The date at which, or up to which, the project's reporting system has provided actual status and accomplishments. Also called as-of date.
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#'''[[Datapoint device]]'''. Any [[data-gathering tool]] that counts, detects, gauges, meters, records, scales, scores, senses, surveys, and/or tests somebody or something and is located at some point where relevant [[data]] can be gathered.
 +
#*[[Hazard detector]]. A tool used to identify or recognize hazards that are present or that could have been anticipated.
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#'''[[Mobile data collection]]'''. A suite of mobile transactions designed for hand-held devices. This allows users to selectively deploy bar-code enabled, hand-held mobile devices.
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#'''[[Observations tool]]'''.
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#*[[Observations and measurements]] ([[O&M]]). An international standard, ISO 19156:2011, that defines a conceptual schema encoding for observations, and for features involved in sampling when making observations. Although this ''standard'' has been defined for geographic information, its [[observation schema]], [[observations data model]] initially developed to implement the ''standard'', and other features are and can be used in a variety of industries.
 +
#*[[Observations data model]]. A model that relates (a) monitoring site locations, (b) observation values, (c) [[data source]]s, (d) [[data collection method]]s, (e) categorical data, and its variables, qualifiers, and groupings.
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#'''[[Observation schema]]'''. A model that links [[observed result]]s with [[observed property|those properties]] that have been observed and [[Observation procedure|those procedures]] that have been used in order to obtain the ''results''.
 +
#*[[Feature of observation interest]].
 +
#*[[Observed property]].
 +
#*[[Observed result]].
 +
#*[[Observation procedure]] – the instrument, algorithm or process used (which may be described using SensorML)
 +
#*[[Observed phenomenon time]] – the real-world time associated with the result
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#*[[Observation result time]] – the time when the result was generated
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#*[[Observation valid time]] – the period during which the result may be used.
 
#'''[[Search engine]]'''. A software system that is designed to search for [[data]] on corporate networks or, as a [[web search engine]], on [[World Wide Web]].
 
#'''[[Search engine]]'''. A software system that is designed to search for [[data]] on corporate networks or, as a [[web search engine]], on [[World Wide Web]].
#'''[[Prototype]]'''. A preliminary conceptual model of a [[deliverable]] to be developed; this model is used as a reference, publicity artifact, or [[data-gathering tool]].
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#'''[[Document collaboration system]]'''.
#Surveys, [[content management software]], exams and quizzes, online forms and form filing and reporting systems.
+
 
 +
===Results===
 +
#[[File:Knowledge.png|400px|thumb|right|[[Knowledge]]]]'''[[Knowledge base]]'''. (1) A store of information or data that is available to draw on; (2) The underlying set of facts, assumptions, and rules that somebody or a [[computer system]] has available to solve a [[problem]].
 +
#'''[[Stakeholder register]]'''. A listing of the stakeholders affected by a business need or proposed solution and a description of their participation in a project or other initiative.
  
 
===Practices===
 
===Practices===
*[[Assumption]]. The factor that, for planning purposes, is considered to be true, real, or certain. Assumptions affect all aspects of project planning, and are part of the progressive elaboration of the project. Project teams frequently identify, document, and validate assumptions as part of their planning process. Assumptions generally involve a degree of risk.
 
*[[Information gathering]]. The stage of creative behavior when possible solutions to a [[problem]] incubate in an individual's mind.
 
  
''The successor lecture is [[Business Analysis Quarter]].''
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''[[Controlling Quarter]] is the successor lecture. In the [[enterprise discovery]] series, the next lecture is [[Human Perceptions Quarter]].''
  
 
==Materials==
 
==Materials==
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===Texts and graphics===
 
===Texts and graphics===
*http://www.fao.org/docrep/003/x2465e/x2465e09.htm
 
 
*https://cyfar.org/data-collection-techniques
 
*https://cyfar.org/data-collection-techniques
*http://www.yourarticlelibrary.com/accounting/preparation-of-a-report/good-reporting-system-top-13-principles-financial-analysis/67583
 
*https://accountlearning.com/general-principles-of-good-reporting-system/
 
*https://www.ungpreporting.org/framework-guidance/reporting-principles/
 
  
 
==See also==
 
==See also==
 +
 +
[[Category:Septem Artes Administrativi]][[Category:Lecture notes]]

Latest revision as of 19:23, 13 June 2023

Monitoring Quarter (hereinafter, the Quarter) is a lecture introducing the learners to operations discovery primarily through key topics related to monitoring. The Quarter is the first of four lectures of Operations Quadrivium, which is the third of seven modules of Septem Artes Administrativi (hereinafter, the Course). The Course is designed to introduce the learners to general concepts in business administration, management, and organizational behavior.


Outline

Project Management Quarter is the predecessor lecture. In the enterprise discovery series, the previous lecture is Validated Learning Quarter.

Operations discovery is the enterprise discovery of data needed to design or modify operations that enterprises run in order to support their businesses. Organizationally, the data needed to design or modify these operations is collected through idea generation, validated learning, monitoring, and market intercourses. This particular lecture concentrates on monitoring because this enterprise effort is the primary method for collecting data that routinely emerges.

Concepts

  1. Monitoring. A continuous process of collecting enterprise data.
  2. Enterprise discovery. All activities resulted in obtaining of any data relevant to further effort development undertaken in order to achieve the effort goal or goals.
  3. Indicator. An indicator identifies a specific numerical measurement that indicates progress toward achieving an impact, output, activity or input. See also metric.
    • Metric. A metric is a quantifiable level of an indicator that an organization wants to accomplish at a specific point in time.
    • Metrics. Measures of performance that observe progress and evaluate trends within an organization.
  4. Data collection mode. A way or manner in which monitoring occurs.
  5. Automatic surveillance. The automatic data collection of behavior, activity, or other changing enterprise data for the purpose of enterprise administration.
  6. Enterprise data. All data that has been gathered to support all of the enterprise efforts.
  7. Primary data. (1) Data collected specifically for the particular research; (2) Data specifically extracted from previously collected data for the particular research.
  8. Secondary data. Data that have been published, sold, and/or previously collected or extracted not for the current research.
  9. Metadata. Data about data; metadata is used to understand the context and validity of the primary and/or secondary data recorded in a system. If a photo is the primary data, its metadata might consist of what its resolution is, when the photo was taken, etc.
  10. Data research. The systematic investigation into and study of data and data sources in order to further establish facts and reach new conclusions.
  11. Research inquiry. Enterprise effort undertaken in order to augment knowledge, to resolve doubt, or solve a problem.
    • Ad hoc query. The ability to create a one-off, "on demand" report from BI or data analytics software that answers a specific business question.
    • Appreciative inquiry. An approach that seeks to identify the unique qualities and special strengths of an organization, which can then be built on to improve performance.
  12. Data source. A place, person, or thing from which data comes or can be obtained.
    • Internal data source. Intra-firm sources and records including historical data on similar procurements, cost and performance data on various suppliers and other data which could assist in proposed procurements.
    • External data source. Extra-firm sources including industry contracts, market data, competitive intelligence and regulatory information which could aid procurement decision-making.
  13. Data origin. The point or place from which data can be collected.
  14. Data structure. The arrangement of and relations between the parts or elements of data.

Roles

  1. Data provider. An individual or organization that provides its customers with data.
  2. Surveillance target. Someone or something that is a target of surveillance.

Methods

  1. Media research. The data-gathering technique that is based on a systematic study of audio- and visual- materials in order to gather data.
  2. Observation. The data-gathering technique that is based on watching something or someone; an observation can also be a statement based on something one has seen, heard, or noticed. In business analysis, observation is a means to elicit requirements by conducting an assessment of the stakeholder's work environment.
  3. Documentation review (also known as documentation study, document research, and document analysis). The data-gathering technique that is based on a systematic study of documents in order to gather data. In business analysis, document review is a means to elicit requirements of an existing system by studying available documentation and identifying relevant information.
  4. Data import. Data brought into the bookkeeping records through a digital import. This could include bank transactions which can be downloaded from the bank in a special format such as CSV, or it could be contact names and addresses from another program such as excel. Import can also mean to bring into the country stock purchased overseas.

Instruments

  1. Content-gathering tool. A tangible and/or software implement used to gather content.
  2. Data date (DD). The date at which, or up to which, the project's reporting system has provided actual status and accomplishments. Also called as-of date.
  3. Datapoint device. Any data-gathering tool that counts, detects, gauges, meters, records, scales, scores, senses, surveys, and/or tests somebody or something and is located at some point where relevant data can be gathered.
    • Hazard detector. A tool used to identify or recognize hazards that are present or that could have been anticipated.
  4. Mobile data collection. A suite of mobile transactions designed for hand-held devices. This allows users to selectively deploy bar-code enabled, hand-held mobile devices.
  5. Observations tool.
  6. Observation schema. A model that links observed results with those properties that have been observed and those procedures that have been used in order to obtain the results.
  7. Search engine. A software system that is designed to search for data on corporate networks or, as a web search engine, on World Wide Web.
  8. Document collaboration system.

Results

  1. Knowledge base. (1) A store of information or data that is available to draw on; (2) The underlying set of facts, assumptions, and rules that somebody or a computer system has available to solve a problem.
  2. Stakeholder register. A listing of the stakeholders affected by a business need or proposed solution and a description of their participation in a project or other initiative.

Practices

Controlling Quarter is the successor lecture. In the enterprise discovery series, the next lecture is Human Perceptions Quarter.

Materials

Recorded audio

Recorded video

Live sessions

Texts and graphics

See also