Upgrade to Pro — share decks privately, control downloads, hide ads and more …

3. NRP Resource Type Setup Concepts and Tutorial

mikorizal
February 09, 2015

3. NRP Resource Type Setup Concepts and Tutorial

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

mikorizal

February 09, 2015
Tweet

More Decks by mikorizal

Other Decks in Technology

Transcript

  1. NRP
    Resource Type Setup
    Concepts & Tutorial
    http://mikorizal.org

    View full-size slide

  2. Setup
    Organization
    Plan Work
    Purchase
    Inputs
    Contribute
    Funds
    Coordinate
    Work
    Create
    Recipes
    Setup
    Resource
    Types
    Resource type setup needs to be done to a basic level before using the NRP. You can of course also
    make changes as needed whenever you want.
    This covers setting up the resource types themselves, and also units of measure, locations, roles
    agents can play regarding resources, and a set of categorization schemes to make the resource types
    more usable within the application.
    Resource type setup fits into the NRP here...
    Distribute
    Income
    Exchange
    Resources
    Create
    Resources

    View full-size slide

  3. Units
    Units of measure are used for all resources
    created or used, and for work. Each Resource
    Type will be assigned a Unit.
    Typical examples might be:
    Each
    US Dollars (set up each currency separately)
    Hours
    Days
    Meters
    Kilograms
    Select Admin from the dropdown on the right of
    the top navigation bar.
    Select Units from the list, towards the bottom.
    Add or change units on the admin page. You
    can come back and add, change, or delete units
    at any time.

    View full-size slide

  4. Resource Types
    Resource Type setup is an art and a skill. People
    are trained and have full-time jobs in larger
    manufacturing companies to do nothing but.
    This document will attempt to give some
    guidelines on how to think about it, in addition to
    an understanding of what is available in NRP and
    how to set it up.
    Anything that is part of the value creation of the
    network could be a resource / resource type.
    These could be, for example:
    ● Products (physical, electronic)
    ● Components or parts
    ● Equipment and tools
    ● Designs
    ● Documents
    ● Money
    ● Expenses
    ● Types of work
    A list of Resource Types can be found on the top
    navigation bar under Resource Types.

    View full-size slide

  5. Resource Types
    Each Resource Type also has its
    own page.
    This page shows Resource Type
    definition, and also shows
    everywhere in the system this
    Resource Type is involved at this
    time.
    You can get to this page from a
    Resource Type link on the
    Resource Type page or Inventory
    page.

    View full-size slide

  6. Resource Types and Resources
    It is important, and sometimes difficult, to understand the difference between Resource
    Types and Resources. The Inventory page (left) shows Resources by Resource Type.
    The Resource Type is the definition of all of the Resources that belong to that Type. If
    you are familiar with ERP systems, a Resource Type is like a Product Master or Item
    Master, and resources are like Inventory Items. Or in books, an ISBN (International
    Standard Book Number) is the ID of a Resource Type, and all of the individual books with
    that ISBN are Resources. For another example, "Room 101" and “Room 102” might be
    Resources belonging to a Resource Type called "Room".
    Or at Amazon, you always buy a Resource Type. Amazon knows what Resources they
    have in inventory for that Type, but you are not specifying which Resource you want. The
    warehouse will determine that when they pick and ship.
    Usually Resources would only be instantiated if they are inventoried: and usually, that is if
    they exist physically and tangibly somewhere, and you want to know about it in the
    system.
    Money is particular: a Resource Type that might be instantiated in a pile of cash, but
    more often as the balance of a bank account or a number in a database.
    Some Resource Types may never be instantiated: for example Types of Work.
    Resource types
    Resources
    Resources

    View full-size slide

  7. Resource Types - Thinking about it
    To decide how to create your Resource Types, it is helpful to think about how your production or service processes work. Here
    are some possibilities:
    ● Manufacturing processes tend to require specifically defined resource types, which are used in specific recipes (also
    called procedures or bills of material with routing). These must be defined to the level that someone can pick a any
    resource of the specified type and use it to assemble something (called “substitutable”).
    ● Experimental processes (early R&D) tends to be too chaotic to define recipes before doing work. If you want to
    inventory parts at a specific level, you may want some specifically defined resource types. But it may be most useful to
    define more general resource types based on general output of stages of work (for example idea, design, prototype).
    There are lots of gradations of R&D in between manufacturing and experimental.
    ● Input driven processes (like translating an original document or repairing a car) are best defined with a workflow
    resource type that can be assigned stages of work on the same resource (like translation, proofed translation, edited
    translation; or diagnosis, repaired vehicle, tested vehicle).
    ● Custom work where you do not need repeatable processes for specific products might also be good candidates for
    workflow resource types for recipes, and specific resources types for managing inventory.
    In NRP, a Resource Type can be flagged as “substitutable”. This means that any resource of that type can be substituted for
    any other resource of that type. You can think of substitutable resource types as specific resource types, and non-substitutable
    resource types as generalized resource types where the differences are defined by the resource.

    View full-size slide

  8. Resource Type Categorization
    Another aspect to think about is how you want to categorize your Resource Types. This will
    affect what lists of Resource Types you have available as choices in different features of
    NRP. You will also be able to filter Resources and Resource Types by these
    categorizations. It is sometimes helpful to think about this after you have defined a set of
    Resource Types - some of the categorizations may jump out at you.
    Sample
    filtering
    Sample
    selection
    limitations

    View full-size slide

  9. Resource Type Categorization
    NRP has a very powerful and flexible faceted structure for Resource Type
    categorization. It can handle complex categorization, or can be set up very
    minimally. The down side of the power and flexibility is that at least one person in
    the network will need to spend time to understand how the categorization structure
    works.
    Resource
    Type*
    Pattern*
    Use Case
    (Feature)
    Event Type
    Facet*
    Facet Value
    Facet Value
    Facet
    Value*
    Event Type
    *user defined
    Example:
    Use Case: Process Logging
    -Pattern: Electronics R&D
    --Event Type: Produces
    ---Facet/Facet Value: Deliverable/Prototype
    ---Facet/Facet Value: Domain/Electronic
    --Event Type: Cites
    ---Facet/Facet Value: Deliverable/Design
    Resource Type: Widget Prototype
    -Facet/Facet Value: Deliverable/Prototype
    -Facet/Facet Value: Domain/Electronic
    Resource Type: Widget Design
    -Facet/Facet Value: Deliverable/Design

    View full-size slide

  10. Resource Type Categorization - Facets
    To create, go to Admin from the dropdown in the upper right, select Facets, and create
    your Facets and Facet Values for each Facet.
    The filter lists to the right show one simple categorization scheme and one more
    complex one.
    The logic for facet value filtering if there is more than one facet is: within the facet it is
    OR and between the facets it is AND. For example, (Deliverable: Design OR
    Deliverable: Product) AND Domain: Electronic.
    Facets and Facet Values are the sets of categories for the
    Resource Types. You need at least one Facet, but can have
    several if you have a complex set of Resource Types.
    (Examples to the right.)
    Facets
    Facet
    Values

    View full-size slide

  11. Resource Type Categorization - Facets
    Resource Types can be added on the
    Resource Types page. (Depending on
    the nature of the work, these may be
    added throughout the product life cycle.
    But at least initial Resource Types
    should be entered.)
    When creating a Resource Type, you
    can assign Facet Values to it.
    You may find that adding Resource
    Types and Facets/Facet Values
    (previous page) is an iterative process
    as you work through what might be the
    most useful sets of categories.
    There is an additional page where Facet Values can be assigned to Resource
    Types in a table format. This makes it easier to get an overview of how the
    Resource Types and Facet Values relate, and to assign Facet Values to
    Resource Types in one place.
    Select Patterns from the top right dropdown, then select Change Resource
    Type Facets from the Patterns page.
    Less is more when assigning Facet Values. You will find that similar
    Resource Types will use the same set of Facets, and that if you deviate, you
    will have too many selections in Resource Type dropdowns.

    View full-size slide

  12. Resource Type Categorization - Patterns
    Patterns provide a template that governs a particular page’s use of Resource Types.
    Patterns are assigned to Use Cases. Some Use Cases are allowed only one pattern,
    while others can have as many as desired.
    Select Patterns from the dropdown on the top right. On the Patterns page, first select a
    Use Case, which is a feature of the application. You can create new Patterns, change an
    existing Pattern, or assign an existing Pattern to the Use Case.

    View full-size slide

  13. Resource Type Categorization - Patterns
    On the Pattern page, on the right, you can assign Facet Values to a Pattern. On the left side, you can see the effect this will have
    on Resource Type dropdowns in the Use Case feature of the application, and which Facet Values make the Resource Type
    match the pattern.
    If the Resource Type
    dropdowns are not what
    you want, you may have
    to adjust the Facet
    Values assigned to the
    Pattern, and/or adjust the
    Facet Values assigned to
    the Resource Types.
    All aspects of the
    categorization setup will
    probably be iterative.

    View full-size slide

  14. Locations Locations are optional. Use them if you will
    want to keep track of or map resource
    locations. And they can be set up at any
    time. In the future, they will be able to be
    used to map agents also.
    Select Inventory from the top navigation
    bar. Select Locations link on the Inventory
    page.
    On the Location page, select Create a new
    Location.
    Include a mappable address, and the
    location will show on the map.

    View full-size slide

  15. Agent Resource Roles
    Agent Resource Roles are useful as part of defining access rules for resources
    - often equipment or tools. For example, you might require people to ask
    permission of the Custodian (agent role) of a resource before using it.
    They are also useful to define ownership for purposes of accounting. If there
    are resource owners who are not the network or the commons, and you want to
    run reports for them as owners, define an owner role here.
    The above is optional.
    To manage “virtual accounts” used in distributions of income, choose one role
    that is designated as “owner”. This is mandatory to be able to use the value
    equation feature. A “virtual account” will be set up as a resource and
    associated to its owner agent.
    To create the role types, select Admin from the top
    right dropdown, select Agent Resource Role Types
    from the list.
    In Setup, you need only create the small list of role
    types. When creating resources during operations,
    these will appear as in the bottom image.

    View full-size slide

  16. Accounting References
    Accounting References are useful if you need to create reports for
    accounting or governmental purposes, or if you want to import data into an
    accounting package such as QuickBooks. This setup is optional.
    An Accounting Reference can be set up for each account used in reporting.
    Accounting References are then linked to Resource Types.
    You will be able to report or export financially related events by Accounting
    Reference and date range.
    To set them up, select Admin from the top right dropdown, then select
    Accounting References from the list. Add, change, or delete.
    Resource Type
    Accounting
    Reference
    Resource Type
    Event (payment,
    receipt, expense)

    View full-size slide

  17. http://mikorizal.org/contact.html
    If you still have any questions about Resource
    Type setup, or if you have suggestions, we’d
    love to hear from you.

    View full-size slide