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2. NRP Organization Setup Tutorial

mikorizal
February 10, 2015

2. NRP Organization Setup Tutorial

NRP = Network Resource Planning: operational software for open value networks and other next-economy organizations. This tutorial explains the NRP person-and-organization model and shows how to set your organization up.

mikorizal

February 10, 2015
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  1. NRP
    Organization Setup
    Concepts & Tutorial
    http://mikorizal.org

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  2. Setup
    Organization
    Plan Work
    Purchase
    Inputs
    Contribute
    Funds
    Coordinate
    Work
    Create
    Recipes
    Setup
    Resource
    Types
    Organizational setup is the best place to start setting up the NRP. You can of course also make
    changes as needed whenever you want.
    Organizational setup includes your network structure, people, other organizations inside and outside
    of the network - basically any people and organizations involved in the economic activity of the
    network, plus how they relate to each other. It defines the shape of your network.
    Organization setup fits into the NRP here...
    Distribute
    Income
    Exchange
    Resources
    Create
    Resources

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  3. Agents and Relationships
    An agent is a person or organization (loosely
    structured or formal) who can create or exchange
    value. All the people and organizations
    associated with the network will need an agent in
    the system - e.g. members, suppliers, customers,
    and the network(s) itself.
    All these agents will have associations with other
    agents. The types of associations will be specific
    to your network.
    The picture at the right shows a complicated agent
    setup just so you can see some possibilities.
    Most will be much simpler!

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  4. Shape of the Network
    It sometimes helps to visualize your
    network structure as concentric circles.
    Every network will have a different
    shape.
    Some possibilities to think about:
    ● Network of networks
    ● Network might have legal
    representatives to relate to the
    outside world
    ● Projects with subprojects
    ● Projects within a network or
    projects outside of a network
    ● No need for projects
    Note: Projects here are long running
    entities, more like a sub-network. For
    shorter goal oriented “projects”, you can
    use internal work orders in the system
    to bundle the work.

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  5. Context Agents
    Context Agents are a new concept.
    If NRP were ERP (Enterprise Resource Planning), the main Context Agent would be The Enterprise,
    and child Context Agents might be departments or project teams. Or if NRP were a multi-company
    system, the Context Agents would be companies.
    But NRP is not for Enterprises, and we want to encourage deviations from business-as-usual forms of
    organization.
    So Context Agents are the organizations in a network where work is done, where processes live, and
    where value is created by groups of people. They may be formal or informal organizations, and will
    include the network(s) themselves.
    Context Agents are also the organizations for which NRP can do all of their accounting. (NRP does
    some accounting for individuals, but we assume that individuals will have full lives and NRP will
    provide only some of their accounting.)

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  6. Shape of the Network
    The agents in the inner circles are
    the context agents.
    There can be more than one ring of
    context agents.
    In the rings outside of the context agents are organizations
    and people who have associations with context agents,
    like members or customers.

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  7. Agent Types and Agent Association Types
    You will need to decide what basic types (groupings) of agents you have in your network, and define if
    each type represents context agents or not.
    You will also need to decide what types of agent associations are important for your network. The
    agent association types are roles that agents play in relationship to each other.
    You can define as many as you need of either one.
    There are no limits on which agents or types of agents that can have associations with other agents.
    As a common example, one agent can be both a supplier and a member of a network agent.
    The following slides show some examples. All of these are existing networks which operate within the
    current system. Mostly that means that they sell products into the same market as capitalist firms.
    The NRP organization model is designed to be flexible enough to operate in as much of an alternative
    (non-capitalist) situation as people can make happen. (And if it doesn’t, we’ll fix it.)

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  8. Agent Types and Agent Relationship Types
    Here is an example that has three networks, one of which is
    an umbrella group (parent) of the other two.
    This example has a lot of relationship types they are tracking
    specifically.
    Agent Types:
    ● Network
    ● Organization
    ● Individual
    Agent Relationship Types:
    ● Child
    ● Admin
    ● Harvester
    ● Trainer
    ● Harvesting Site
    ● Storage Site
    ● Drying Site
    ● Customer
    ● Supplier
    ● Advisor

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  9. Agent Types and Agent Association Types
    Here is an example that has one network, and a number of
    projects which are children of the network.
    It has a relatively simple set of agent associations.
    Agent Types:
    ● Network
    ● Organization
    ● Individual
    ● Project
    Agent Relationship Types:
    ● Child
    ● Supplier
    ● Coordinator
    ● Sponsor

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  10. Agent Types and Agent Association Types
    Here is an example that has one network, and a hierarchy of
    projects. It also has a legal organization that acts as an
    exchange firm for the network for sale and support of the
    products. It has another legal organization that acts as
    custodian, owner of the assets of the network, held in
    common. The legal entities are context agents but not
    children, so they are the same level as the network.
    Agent Types:
    ● Network
    ● Organization
    ● Individual
    ● Project
    Agent Relationship Types:
    ● Child
    ● Affiliate
    ● Supplier
    ● Customer
    ● Exchange Firm
    ● Custodian

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  11. Focus in a Network
    A note about hierarchy.
    The view on the right is
    created from clicking on
    one of the agents in the
    view on the left.
    In other words, in the
    organizational structure of
    the network, you can
    always have a view from
    any agent as the “center”.
    The center of the graph does not imply hierarchy or
    superiority or anything other than relationships. The center
    just means, what are you focusing on?

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  12. The Big Picture and Future Visions
    A bunch of people are working on ways to distribute person and
    organization data using Linked Open Data. Maybe you are a member
    of this NRP network that you are setting up, and a member of other
    networks too. It would be very good if you can be the same person,
    and have the same user credentials if you want, across those
    networks. And be in control of your own data, too. We want NRP to
    be part of that.
    And… what about being able to look across
    networks, say in your region you want to see
    networks, people, and organizations that are
    networked or could be networked if they knew
    each other were there.
    Linking Open Data cloud diagram 2014, by Max Schmachtenberg,
    Christian Bizer, Anja Jentzsch and Richard Cyganiak. http://lod-cloud.
    net/

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  13. Organization Setup
    The following slides give detailed instructions for organization setup within NRP, probably only of
    interest if you need to do it now.
    Agent Types and Agent Association Types must be set up by an administrator in the Admin part of the
    application.
    Agents and their Agent Associations can be set up by anyone with login credentials.
    User credentials must be set up by an administrator.

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  14. Organization Setup
    The system comes with a minimum set of agent types and agent
    association types, which can be changed or deleted.
    Select Admin from the dropdown on the right of the top navigation bar.
    Select Agent association types or Agent types from the list.
    Add, change, or delete as needed.
    Agents Types and Agent Relationship Types

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  15. Organization Setup Agents and Associations
    All types of agents can be created from the All
    Agents page, accessible from the Organization
    page. Select Create New Agent, and fill in the
    form.
    Then to create associations with any agent, select
    the agent from any list (All Agents or Organization
    page for example). On the agent’s page, select
    Maintain Associations. Add, change, and delete
    associations. Associations can be active, inactive,
    or potential at any point in time.
    Agent information can be changed from the agent
    page.
    You can review the agents and all their
    associations on the Organization page. You can
    see a list of all agents on the All Agents page.
    From an individual agent page, you can see all of
    its associations in list and graphic form.

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  16. Organization Setup
    To create a User, go to the individual Agent page. This can be accessed from the Organization page or the All Agents page.
    Select the Create User button, which will only appear if the agent has no user credentials.
    Once user credentials are created, you will have to notify the person yourself, the system does not do so at this time.
    User Credentials
    Notes:
    ● An agent is a person or organization.
    ● A user is a set of logon credentials.
    ● Users have to be associated with an
    agent, usually a person.
    ● Not all agents will have a user, only if
    they will need to log in to the system.

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  17. http://mikorizal.org/contact.html
    If you have any variations on organization structure
    that we did not cover, please let us know. We love
    new puzzles.
    Or if you have any questions or suggestions, we’d
    also love to hear from you.

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