commit 19a9da3515e62eb7e966a1de99feb647f0e40649
parent 53080ff13fc79bced4a8826d3b68a48ebdcc7385
Author: elf Pavlik <elf-pavlik@hackers4peace.net>
Date: Sat, 28 Apr 2018 09:58:58 -0500
Merge pull request #275 from valueflows/transfer
Transfer
Diffstat:
8 files changed, 74 insertions(+), 57 deletions(-)
diff --git a/docs/introduction/core.md b/docs/introduction/core.md
@@ -14,7 +14,7 @@ A key concept in REA is Duality, which means that each event wants one or more b
All the levels of the REA ontology are similarly flexible and configurable:
-* The Abstract level represents policies, procedures, rules and patterns. This is where each network or community can configure the core concepts to fit their desires.
+* The Abstract level represents classification, policies, procedures, rules and patterns. This is where each network or community can configure the core concepts to fit their desires.
* The Plan level represents offers, requests, schedules and promises.
* The Observation level represents what really happened.
diff --git a/docs/introduction/exchanges.md b/docs/introduction/exchanges.md
@@ -1,4 +1,4 @@
-# Exchange
+# Exchange and Transfer
This vocabulary subset looks at exchanges of resources from an independent or neutral viewpoint (not the viewpoint of one of the Agents in the exchange). For example, from one Agent's viewpoint, the exchange may be a Purchase, from the other Agent's viewpoint, it might be a Sale. From the neutral viewpoint, it is an exchange of resources, with usually at least two flows of resources, one from each direction. So for example, the seller might give some goods to the buyer, and the buyer might give some money to the seller. Or in a barter exchange, one agent might give the other some books, and the other agent might compensate with some cookies.
@@ -6,5 +6,45 @@ This differs from (for example) the [Good Relations Conceptual Model](http://wik
In ValueFlows, we want to track not only the offers and promises, but also the actual flows of resources in networks, in all directions. And we support exchanges that don't involve money as well as those that do.
-We also support non-reciprocal one-way transfers, such as in a gift economy.
+We also support non-reciprocal one-way transfers, such as in a gift economy. An exchange implies at least two transfers with reciprocity.
+
+### Transfers
+
+We want to emphasize that although ownership is the primary right transferred in the current economic system (along with renting or leasing), we seek to focus on transfers not necessarily governed by the legal context of property ownership. This puts the focus on economic coordination rather than ownership, although the vocabulary supports all existing paradigms too.
+
+For example, perhaps some agent has many apple trees, and plans on pressing apple cider. Another agent has an apple press and agrees to exchange use of the press (a resource) for a portion of the apple cider. The use of the press involves some rights (to use the press for some period of time) and responsibilities (to not run it beyond its capacity and to clean it up before returning it), and the portion of apple cider is transferred in exchange.
+
+Or in a library, a book can be checked out for a period of time. The agent who checks it out is responsible for caring for it and returning it on time, and can read it, or use it however they want.
+
+Or let's say that a community has farmland and equipment held in common. The community transfers that to some farmers to use and take care of. The community also transfers seeds every year to the farmers, enough to grow the food the community needs. During the year, the harvests are distributed (transferred) to the community members for their consumption. In reciprocity, the community provides for other needs of the farmers.
+
+### Transfer vs Process
+
+Transfers and Processes both structure "value flows", but they are conceptually and functionally different.
+* Processes create or change or transport an economic resource, whether producing goods or services, recycling, even if they create "waste" as a by-product (that can hopefully be used somewhere else).
+* Transfers do not create or change or transport an economic resource, they just put the rights and responsibilities for a resource into a different agent's hands so that the resource can be used or consumed or transfered again.
+
+This is an important distinction as we seek to change the world, because transfer and exchange cannot move us beyond the current unsustainable and unjust system. We the people need to manage our production and creation (and waste) for human and ecological needs rather than profit.
+
+That said, the structure in value flows is similar, allowing transfers and processes to participate seamlessly in value flows:
+
+
+### Process events as implied transfers
+
+Process related economic events can also imply a transfer, and can thus be used in an exchange.
+
+For example, most timebanks exchange work for credits. The work event can be part of a process that produces something for some other agent. It is also part of an exchange in the timebank. The transfer of credits on the other hand, is not part of any process that creates or transports something, it is merely the recording of one account being decremented and one account being credited.
+
+Exchange of work also happens in open value networks, where people record work events as input to many processes, and then when income is received for outputs of that work, people receive part of that income, in exchange for their work.
+
+Another example is when a service is created as an output of a process, where that service delivery event can be considered an implied transfer, and exchanged for some other resource.
+
+### Agreements
+
+Various kinds of agreements between agents often define the rights and responsibilities for economic resources that are transferred. Agreements can reflect any economic paradigm, so make it possible for the Exchange and Transfer vocabulary to work equally well for capitalist businesses, transitional economic interactions, and next economy interactions.
+
+Agreements can be of any kind and scope, from an order to a value equation to a larger blanket agreement.
+
+ValueFlows does not define the detailed internal vocabulary for agreements, but defines optional references to an agreement when it could be useful.
+
diff --git a/docs/introduction/status.md b/docs/introduction/status.md
@@ -8,11 +8,11 @@ The relatively consolidated parts of the vocabulary are reflected below. Those
* Core Input-Process-Output model
* Partial exchanges and reciprocity
* Commitments
+* Complete exchanges, transfers, reciprocity
Yet to come:
* Recipes and Templates for processes and transfers
* Intents (offers and requests)
-* Complete exchanges, transfers, reciprocity
* Conversations for Action/Agreement and protocols
* Serialized resources
* Examples
diff --git a/docs/specification/diagrams/vowl.md b/docs/specification/diagrams/vowl.md
@@ -1,5 +1,5 @@
### RDF-based Representation
-
+
Credit: http://visualdataweb.de/
\ No newline at end of file
diff --git a/release-doc-in-process/ValueFlowsUML.png b/release-doc-in-process/ValueFlowsUML.png
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as="offset"/></mxGeometry></mxCell><mxCell id="3e2edbd0aa8050cb-5" value="vf:under" style="endArrow=block;endFill=1;endSize=6;html=1;strokeColor=#000000;entryX=0;entryY=0.5;exitX=0.75;exitY=0;" edge="1" parent="1" source="6d66ee6468fceae0-1" target="2028f4c0cddd94fa-6"><mxGeometry width="100" as="geometry"><mxPoint x="1309" y="909" as="sourcePoint"/><mxPoint x="1321" y="540" as="targetPoint"/><mxPoint x="150" y="-80" as="offset"/></mxGeometry></mxCell><mxCell id="3e2edbd0aa8050cb-7" value="<p style="margin: 0px ; margin-top: 4px ; text-align: center ; text-decoration: underline"><font style="font-size: 13px"><b>vf:DistributionAgreement</b><br></font></p><hr><p style="margin: 0px ; margin-left: 8px"><br></p>" style="verticalAlign=top;align=left;overflow=fill;fontSize=12;fontFamily=Helvetica;html=1;fillColor=#ffffff;strokeColor=#000000;" vertex="1" parent="1"><mxGeometry x="1472" y="460" width="163" height="70" as="geometry"/></mxCell><mxCell id="3e2edbd0aa8050cb-8" value="" 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\ No newline at end of file
diff --git a/release-doc-in-process/all-vf-vowl.png b/release-doc-in-process/all-vf-vowl.png
Binary files differ.
diff --git a/release-doc-in-process/all_vf.TTL b/release-doc-in-process/all_vf.TTL
@@ -40,7 +40,11 @@ vf:ProcessClassification a owl:Class ;
vf:ExchangeClassification a owl:Class ;
rdfs:label "vf:ExchangeClassification" ;
rdfs:comment "An exchange category, model, taxonomy item, tag, facet value, or other kind of classification." .
-
+
+vf:TransferClassification a owl:Class ;
+ rdfs:label "vf:TransferClassification" ;
+ rdfs:comment "A transfer category, model, taxonomy item, tag, facet value, or other kind of classification." .
+
# PLAN CLASSES
#vf:Intent a owl:Class ;
@@ -74,7 +78,11 @@ vf:EconomicResource a owl:Class ;
vf:Process a owl:Class ;
rdfs:label "vf:Process" ;
- rdfs:comment "An activity that changes inputs into outputs. It could transform or transport vf:EconomicResource(s), as well as simply issuing a resource so that it is available." .
+ rdfs:comment "An activity that changes inputs into outputs. It could transform or transport economic resource(s)." .
+
+vf:Transfer a owl:Class ;
+ rdfs:label "vf:Transfer" ;
+ rdfs:comment "An activity that assigns the rights and responsibilities for an economic resource from one agent to another." .
#vf:Transportation a owl:Class ;
# rdfs:label "vf:Transportation" ;
@@ -99,11 +107,6 @@ foaf:Person a owl:Class ;
rdfs:subClassOf foaf:Agent ;
rdfs:comment "A natural person." .
-#foaf:Group a owl:Class ;
-# rdfs:label "foaf:Group" ;
-# rdfs:subClassOf foaf:Agent ;
-# rdfs:comment "Any kind of association of more than one person, which can be loosely or formally organized, but has economic agency as a group beyond any person." .
-
org:Organization a owl:Class ;
rdfs:label "org:Organization" ;
rdfs:subClassOf foaf:Agent ;
@@ -129,26 +132,6 @@ vf:Location a owl:Class ;
rdfs:label "vf:Location" .
-# not sure about these
-
-
-#vf:MaterialItem a owl:Class ;
-# rdfs:label "vf:MaterialItem" ;
-# rdfs:subClassOf vf:Resource .
-
-#vf:Work a owl:Class ;
-# rdfs:label "vf:Work" ;
-# rdfs:subClassOf vf:Resource .
-
-#vf:Service a owl:Class ;
-# rdfs:label "vf:Service" ;
-# rdfs:subClassOf vf:Resource .
-
-#vf:Currency a owl:Class ;
-# rdfs:label "vf:Currency" ;
-# rdfs:subClassOf vf:Resource .
-
-
# ####################################################################
# properties
@@ -163,24 +146,24 @@ vf:inputOf
a owl:ObjectProperty ;
rdfs:label "input of" ;
rdfs:domain [ owl:unionOf (vf:EconomicEvent vf:Commitment) ] ;
- rdfs:range vf:Process .
+ rdfs:range [ owl:unionOf (vf:Process vf:Transfer) ] .
vf:outputOf
a owl:ObjectProperty ;
rdfs:label "output of" ;
rdfs:domain [ owl:unionOf (vf:EconomicEvent vf:Commitment) ] ;
- rdfs:range vf:Process .
+ rdfs:range [ owl:unionOf (vf:Process vf:Transfer) ] .
vf:inputs
a owl:ObjectProperty ;
rdfs:label "inputs" ;
- rdfs:domain vf:Process ;
+ rdfs:domain [ owl:unionOf (vf:Process vf:Transfer) ] ;
rdfs:range vf:EconomicEvent .
vf:outputs
a owl:ObjectProperty ;
rdfs:label "outputs" ;
- rdfs:domain vf:Process ;
+ rdfs:domain [ owl:unionOf (vf:Process vf:Transfer) ] ;
rdfs:range vf:EconomicEvent .
vf:committedInputs
@@ -204,18 +187,25 @@ vf:resourceClassifiedAs
vf:processClassifiedAs
a owl:ObjectProperty ;
- rdfs:label "process classified by" ;
+ rdfs:label "process classified as" ;
rdfs:domain vf:Process ;
rdfs:range vf:ProcessClassification ;
rdfs:comment "The primary classification that describes a process, at any level of granularity." .
vf:exchangeClassifiedAs
a owl:ObjectProperty ;
- rdfs:label "exchange classified by" ;
+ rdfs:label "exchange classified as" ;
rdfs:domain vf:ExchangeAgreement ;
rdfs:range vf:ExchangeClassification ;
rdfs:comment "The primary classification that describes an exchange agreement, at any level of granularity." .
+vf:transferClassifiedAs
+ a owl:ObjectProperty ;
+ rdfs:label "exchange classified as" ;
+ rdfs:domain vf:Transfer ;
+ rdfs:range vf:TransferClassification ;
+ rdfs:comment "The primary classification that describes a transfer, at any level of granularity." .
+
# waiting to do the recipe model
vf:involves
@@ -235,7 +225,7 @@ vf:underlyingResource
vf:relationship a owl:ObjectProperty ;
rdfs:label "relationship" ;
rdfs:domain vf:AgentRelationship ;
- rdfs:range vf:AgentRelationshipClassification ;
+ rdfs:range vf:AgentRelationshipRole ;
rdfs:comment "A kind of relationship that exists between 2 agents." .
#vf:commitsTo
@@ -289,12 +279,6 @@ vf:object a owl:ObjectProperty ;
rdfs:range foaf:Agent ;
rdfs:comment "The object of a relationship between 2 agents." .
-#vf:context a owl:ObjectProperty ;
-# rdfs:domain vf:AgentRelationship ;
-# rdfs:label "context" ;
-# rdfs:range foaf:Agent ;
-# rdfs:comment "The larger context of a relationship between 2 agents, used where the relationship is not relevant outside of that context." .
-
vf:scope a owl:ObjectProperty ;
rdfs:domain [ owl:unionOf (vf:EconomicEvent vf:Commitment vf:AgentRelationship) ] ;
rdfs:label "scope" ;
@@ -302,17 +286,11 @@ vf:scope a owl:ObjectProperty ;
rdfs:comment "The larger boundary or context, used for documenting, accounting, planning, distributing income." .
vf:under a owl:ObjectProperty ;
- rdfs:domain [ owl:unionOf (vf:EconomicEvent vf:Commitment vf:Reciprocity vf:Fulfillment) ] ;
+ rdfs:domain [ owl:unionOf (vf:EconomicEvent vf:Commitment vf:Reciprocity vf:Fulfillment ) ] ;
rdfs:label "under" ;
rdfs:range vf:Agreement ;
rdfs:comment "Reference an agreement between agents which specifies the rules or policies which govern this event." .
-#vf:inExchangeFor a owl:ObjectProperty ;
-# rdfs:label "in exchange for" ;
-# rdfs:domain vf:Commitment ;
-# rdfs:range vf:EconomicEvent ;
-# rdfs:comment "References the economic event that generated the commitment, in cases where based on an agreement, an agent commits to some reciprocity if an event occurs." .
-
vf:createdBy a owl:ObjectProperty ;
rdfs:label "created by" ;
rdfs:domain vf:Reciprocity ;
@@ -473,8 +451,8 @@ vf:accept a vf:Action ;
vf:improve a vf:Action ;
rdfs:label "improve" .
-vf:issue a vf:Action ;
- rdfs:label "issue" ;
+vf:give a vf:Action ;
+ rdfs:label "give" ;
rdfs:subPropertyOf vf:decrement .
vf:receive a vf:Action ;
