Physical resource governance

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This page describes the governance around physical resources.

A resource management model is under development by a SENSORICA team, with Lynn leading. Thumbnail to right, click to enlarge.

Resource Access UML Model


Definitions

Physical resources are used in value creation processes. Examples are consumables, tools and equipment, as well as physical space.

See more on Governance.

Philosophy

The main characteristics of the OVN influence the design of this system for governing and managing physical resources.

  • Open - free access to value creation processes, equipotentiality.
  • Transparent - free and unobscured access to information and knowledge about processes and products, holoptism
  • Decentralized - management and allocation of resources is not centralized
  • Horizontal - decision making is not hierarchical - heterarchy or other

Relations with infrastructure modules

The three most important modules of the infrastructure are put to use in this system

For example, access to sensitive or dangerous equipment can take into consideration the Role of the affiliate, which can contain enough information about the ability of this affiliate to use the equipment in a correct and safe manner. Qualification or certification can be attached to the Role. Moreover, Reputation can also affect one's access to resources. The use of scarce resources needs to be prioritized and this can be done with the help of the Value system.

Characteristics

  • Are scarce - they are finite, or have a limited capacity, they get worn in use (need maintenance or repairs) and/or need to be replenished.
  • Have costs associated with their use.
  • Have scope - related to the domain a resource can affect, can be project specific,network specific or public, responds to the question "Who benefits?"
  • Have ownership - responds to the question "Who owns it?"

See more on the Resource type page.

General considerations about access to resources

Main categories for accessibility

  • free - public, anyone can use/consume
  • protected or regulated - requires permission related to skills, role, reputation, priority of use, payment, ...
  • formally restricted - very restricted, related to ownership, reputation or role, requires formal access.

See more on the Resource type page.

Rights and the RAE model.

Resource management

as proposed by Yasir

There are multiple types of needs for resource management - ownership, rules setting, access management, value accounting, insurance, maintenance and repairs, and custodianship:

1) Ownership - An individual, a group of individuals, a network, one or more custodians and/or external entities can have ownership of the resources.

More explanation:

Individual: I can own one or more pieces of equipment

  • Individual or group part of the same OVN: a few members of the same OVN can co-own an equipment
  • group or network: Ex. Bricobio (an informal group of biologists who don't describe themselves as an OVN) can own equipment
  • custodians - an OVN is not a legal entity, therefore it needs a custodian to own equipment accessible to all active contributors, as part of the pool of shareables.
  • External entities: any network affiliate (academic lab, company, etc.) can own equipment and share it for specific projects under specific conditions. Examples:
    • Tactus can own an equipment
    • Philiip Comptois' lab owns equipment and shares it with SENSORICA members
    • ACES-Canada (a charitable organization offering services to SENSORICA OVN)

2) Rules setting - the owner sets the rule

Ex: Tool X available between 9:00 am - 10:00 Mondays and Saturdays between Feb 1st and 20th for Projects A, B and C and active contributors X, Y and Z that may have undergone a XYZ training and verified by an accredited active contributor or a custodian or ...

3) Access - meet the rules and obtain access

Relies on individual profile. Ex: the individual that wants to use the equipment might need to be a member of a network and be accredited to use that specific equipment. Access is dependent on governance.

4) Rewards for use and contribution accounting

Sometimes tools and equipment part of a pool of shareables legally owned by a custodian are offered for free, and the use doesn't need to be logged into the value accounting system, depending on the mandate of the custodian. Ex: the custodian can be a legally registered fab lab or a charity with the mandate to create social value (offer free education or training). Under an OVN agreement, the fab lab might get access to equipment for its members for free on a limited time. In exchange, the fab-lab provides value for the commercial side of the OVN, as new members (exposing fab lab members to market-oriented projects and having a conversion rate from the fab lab to the commercial wing of the OVN), education (of fab lab members but also any OVN active contributor).
Sometimes material assets are privately owned, and their usage has specific rewards instructions. For example, if used in the context of projects, they the owner(s) can ask for equity, for a payment, or for a combination. A % can be added on top of the market price of the material asset, for covering the risk and other reasons.


5) Insurance - Risk prevention and rules for misuse

Insurance may change based on tools. Ex: you break you pay; or you can break it, it is covered; or certain groups or entities are covered but not others; or if it breaks, we will all pay for it; or if it breaks, there is no replacement; or if you break it, you may get kicked out; or if you break it, you would need to repair it but no contribution for that work, etc. (I could also be and/or instead of just or, in certain instances)

6) Maintenance and repairs

Maintenance and repair in general are contribution unless stated in the rules (ex: the rule of you break it, you fix it without contribution). Tools could be shared with external non-OVN entities hence, maintenance and repair might be based on exchange based relationships as oppose to value-based relationships. Ex: manage the tools for ACES-Canada or a partner lab for a fee. Maintenance and repairs could be a role or a task

7) Custodianship

Ensures that the ownership rules, access and value accounting rules are executed as defined (multiple entities, individuals or groups can play this role - ex: could be dynamic but could be that a legal entity takes on this responsibility). Ex: Provides services - you want to use the tools XYZ, here are the rules and explain them; you need training to use XYZ tool, talk to ABC person for training; here is how you sign-up to get access to the tools(Services could be a role or a task rather than custodianship). The custodian enforces rules, resolves ambiguity about the rules (the rule is not very clear to me so the custodian would ask the owner for clarification), resolves conflict based on the rules identified

About sharing

[as mentioned by Kurt]

We need to distinguish between equipment that is shared from outside the network into the network and equipment that is shared within the network (and possibly to the outside)

Ownership and rules being set by owners for example is relevant for outside in shared assets. For inside-inside or inside-out shared assets there is a contributor of the equipment, but the equipment is held in nondominium so they may or may not have governance control over how that resource is used (they would probably start with it, but the operation of the governance equation on that asset would determine longer term decision making authority).

Physical space

Is used and gets worn, require maintenance.

Categories of physical spaces

  • Equipment space
    • R&D lab, can be white (positive pressure + air filtration), grey (air filtration) or dirty, used in R&D in optics, electronics, ...
    • Wet lab (like a chemical or biological lab)
    • Green lab (used for development of agricultural technics, biology and botany)
    • Fab lab (used for prototyping and fabrication using machining tools like CNC, 3D printing, and others), they are usually smelly, and/or dusty, and/or noisy
  • Working space (office space containing office furniture and equipment)
  • Common space (meeting rooms, eating rooms, service rooms, etc.)

Access to physical spaces and responsibilities for the user

Some spaces can have different scope parameters, which are also related to ownership. This determines access to use.

  • Some spaces are the property of some members, they are seen as assets of these members invested in different projects. In this case, the owner has control over where and how these assets are invested, based on the owner's goals, risk aversion, etc.
  • Some spaces are part of the pool of shareables and use might be restricted depending on the scope associated with them.


NOTE: Restricted access base on skills might be required to use some spaces that are considered potentially harmful.


The user must verify its availability, scope, ownership and announce his/her intent to use a given spaces. This can also be done by using the planning tools of the Value accounting system.

  • If the user owns the space he/she needs to make sure that the activity intended in the space is allowed within it. The use can be logged into the Value accounting system as a contribution to a project.
  • If the tool or equipment belongs to the pool of shareables the user needs to log it into the Value accounting system and justify the use.
  • If the space is owned by another member and is used as a contribution by him/her then the user needs to justify the use, get permission to use and log it into the Value accounting system. The scope is usually limited in this case. The contribution logged goes to the owner.
  • The user might need to pay for the amount of time a space is used. In that case, if the space is owned by another member the contribution logged goes to the user, not to the owner.

See also SENSORICA Montreal lab rules

Tools and equipment

Are used and get worn, require maintenance and replacement.

Access to tools and equipment and responsibilities for the user

Some tools and equipment can have different scope parameters, which are also related to ownership. This determines access to use.

  • Some tools and equipment are the property of some members, they are seen as assets of these members invested in different projects. In this case, the owner has control over where and how these assets are invested, based on the owner's goals, risk aversion, etc.
  • Some tools and equipment are part of the pool of shareables and use might be restricted depending on the scope associated with them, the technical skills required to manipulate them, or safety issues related to their manipulation.


NOTE: Restricted access base on skills might be required to use some tools and equipment that are considered potentially harmful.


The user must verify its availability, scope, ownership and announce his/her intent to use a given tool or equipment. This can also be done by using the planning tools of the Value accounting system.

  • If the user owns the tool or equipment he/she needs to make sure that its manipulation/use is allowed in the space where it will be used, if the space is not owned by user. The use can be logged into the Value accounting system as a contribution to a project.
  • If the tool or equipment belongs to the pool of shareables the user needs to log it into the Value accounting system and justify the use.
  • If the tool or equipment is owned by another member and is used as a contribution by him/her then the user needs to justify the use, get permission to use and log it into the Value accounting system. The scope is usually limited in this case. The contribution logged goes to the owner.
  • The user might need to pay for the amount of time a tool or equipment is used. In that case, if the resource is owned by another member the contribution logged goes to the user, not to the owner.


SEE ALSO

Consumables

Are consumed in use and need to be replenished.

Access to consumables and responsibilities for the consumer

Consumables can have different scope parameters, which are also related to ownership. This determines access to consume them.

  • Some consumables are the property of some members, they are seen as assets of these members invested in different projects. In this case, the owner has control over where and how these assets are invested, based on the owner's goals, risk aversion, etc.
  • Some resources are part of the pool of shareables and use might be restricted depending on the scope associated with this resource, the technical skills required to manipulate them, or safety issues related to their manipulation..


NOTE: Restricted access base on skills might be required to consume some consumables that are considered potentially harmful.


The user must verify its availability, scope, ownership and announce his/her intent to consume a gives quantity. This can also be done by using the planning tools of the Value accounting system.

  • If the user owns the consumable he/she needs to make sure that its manipulation is allowed in the space where it will be used, if the space is not owned by user. The consumption can be logged into the Value accounting system as a contribution to a project.
  • If the consumable belongs to the pool of shareables the user needs to log it into the Value accounting system and justify the consumption.
  • If the consumable is owned by another member and is used as a contribution by him/her then the user needs to justify the use, get permission to consume it and log it into the Value accounting system. The scope is usually limited in this case. The contribution logged goes to the owner.
  • The user might need to pay for the amount of consumable used. In that case, if the consumable is owned by another member the contribution logged goes to the user, not to the owner.


INFRASTRUCTURE NOTES

We added location to physical assets (equipment/tools, consumables and space) and access rules. See SENSORICA's example of lab space resource, See Locations

This initiative is driven by Tibi, Lynn and Bob.

  • We need to make consumables "followable" so that members who invest in them can follow their use. This means that whenever the use of a consumable is planned the "investor" gets an automatic update. An issue was created on Github.
  • An issue was also created on Github about potential to induce harm of resources - open issue.
  • We are now (10 June 2014) working on a Resource management mobile app based on QR codes. See github repository. See video.
  • We are now (Mai 2014) collaborating with Alex &Share on a more robust resource management interface qith transactional capabilities.
  • John proposes a RFID system for physical resource management.

Links

  1. SENSORICA's Diigo list for "resource management" tag
  2. Bob's document on Rights use underlying resource

Use cases

The case of Philippe Comtois and SENSORICA