A Semantically-Enriched E-Tendering Mechanism. Ka Ieong Chan. A thesis submitted in partial fulfillment of the requirements for the degree of

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A Semantically-Enriched E-Tendering Mechanism by Ka Ieong Chan A thesis submitted in partial fulfillment of the requirements for the degree of Master of E-Commerce Technology Faculty of Science and Technology University of Macau 2013 Approved by Associate Professor, Jingzhi Guo Supervisor Date 2013/07/31

In presenting this thesis in partial fulfillment of the requirements for a Master's degree at the University of Macau, I agree that the Library and the Faculty of Science and Technology shall make its copies freely available for inspection. However, reproduction of this thesis for any purposes or by any means shall not be allowed without my written permission. Authorization is sought by contacting the author at Address: Telephone: Fax: E-mail: Signature Date

University of Macau Abstract A Semantically-Enriched E-Tendering Mechanism by Ka Ieong Chan Thesis Supervisor: Associate Professor, Jingzhi Guo Master of E-Commerce Technology E-tendering is widely used in company and government purchasing in e-business practice. However, existing e-tendering platforms cannot solve semantic interoperability problems between heterogeneous e-tendering systems. It increases extra risks of misunderstanding the meaning of the exchanged e-tender document and failing to fairly evaluate which company is the best. This thesis proposes a novel semantically-enriched e-tendering (SEET) approach, which enables heterogeneous e-tendering systems to be semantically connected and interoperable by applying collaborative conceptualization theory. Based on this approach, a SEET platform is implemented and guarantees that e-tender inviters and e-tender bidders can exchange their e-tendering documents in a semantically consistent manner. This thesis targets to achieve the following objectives: 1. Identify the problem in the current practices for e-tendering platform 2. Design and develop a framework of SEET to solve the problem 3. Implement an SEET e-tendering platform prototype 4. Evaluate SEET and analyze by demonstrating the applicability of the approach using a real world scenario. 5. Conclude the thesis and describe the future work.

TABLE OF CONTENTS Table of Contents... i List of Figures... iii List of Definitions... iv List of Tables...v IST of Abbreviations... vi Acknowledgments... vii CHAPTER1: Introduction...1 1.1 Motivation and Issue background...2 1.2 Description of Challenging Issue...4 1.3 Importance of Problem Solving...6 1.4 Solution Approach - Semantics-Enriched Electronic Tendering...6 1.5 Contributions...7 1.6 Organization of Thesis...8 1.7 Summary...8 CHAPTER2: Related Works...9 2.1 Development of Tendering...9 2.1.1 Traditional Tendering And E-Tendering...9 2.1.2 Existing E-tender Platform...11 2.2 Semantic Consistency Integrate Technology...13 2.2.1 Collaborative Concept Exchange Approach (CONEX) Approach...14 2.3 Summary...16 CHAPTER3: Semantics-Enriched Electronic Tendering (approach design - SEET) 17 3.1 SEET Overview...17 3.2 SEET Document Representation Design...18 3.2.1 XML product Map...19 3.2.2 SEET Document Represent Method...19 3.3 SEET Transfer Design...22

3.4 Theoretical foundation of SEET approach...24 3.5 SEET Collaboration Platform...26 3.6 Summary...29 CHAPTER4: SEET Prototype (implementation)...31 4.1 Prototype Main Features...31 4.2 Prototype Visualization...32 4.2.1 Concept Editor Module...33 4.2.2 E-tender Manager Module...36 4.2.3 Tender Notice Module...40 4.3 Summary...40 CHAPTER5: Experiment and Evaluation on SEET...41 5.1 Concurrency Experiment and Criteria...41 5.2 Experiment Setting...42 5.3 Experiment Results and Explanation...42 5.4 Summary...43 CHAPTER6: Conclusion Summary, contribution, and future work (for relieving the limitations)...45 6.1 Summary...45 6.2 Future Work...46 Bibliography 47 APPENDIX A: SEET Vocabulary XPM Sample...50 APPENDIX B: SEET Inviter Template XPM Sample...55 APPENDIX C: SEET Bidder Reification Document XPM Sample...57 ii

LIST OF FIGURES Number Page Figure 1: Tendering Process (Source from [4])...2 Figure 2: E-Tender Box...11 Figure 3: HTTP Server Exchange Layer...12 Figure 4: CONEX Architecture...15 Figure 5: SEET Architecture...18 Figure 6: SEET System View...23 Figure 7: SEET Module Design...27 Figure 8: CLM XPM Sample...29 Figure 9: SEET Class Diagram...32 Figure 10: SEET Platform Interface...33 Figure 11: SEET Local Concept Editor...34 Figure 12: SEET Common Concept Editor...34 Figure 13: SEET LC Map Editor...35 Figure 14: SEET Document Editor...37 Figure 15: SEET Tender Project Manager...38 Figure 16: SEET Tender Notice...39 Figure 17: SEET Experiment Charts...43 iii

LIST OF DEFINITIONS Number Page Definitions 3-1 (LV): Local Vocabulary...28 Definitions 3-2 (CV): Common Vocabulary...28 Definitions 3-3 (CLM): Common-Local MAP...29 iv

LIST OF TABLES Number Page Table 1: Bidder Document XML (I) (J)...4 Table 2: Inviter Database Schema (K)...5 Table 3: Structured Document Sample (A Simplified XPM File)...20 Table 4: Reified Document Sample (A Simplified XPM File)...21 Table 5: Computer Display Mode (A Simplified XPM File)...21 Table 6: Human Display Mode (A Simplified XPM File)...22 Table 7: Simply Vocabulary...22 Table 8: Experiment Statistical Data...42 v

LIST OF ABBREVIATIONS CCE. Common Concept Editor CLM. Common-Local Map CM. Computer-Mode CONEX. Collaborative Concept Exchange CT. Concept Transformer CV. Common Vocabulary DOM. Document Object Model EDM. E-tender Document Manager ETB. E-Tender Box ETM. E-tender Manager HM. Human-Mode HTTP. Hypertext Transfer Protocol JSP. Java Server Pages LCE. Local Concept Editor LV. Local Vocabulary SAX. Simple API for XML SEET. Semantics-Enriched Electronic Tendering WWW. World-Wide-Web XML. Extensible Markup Language XPM. XML Product Map vi

ACKNOWLEDGMENTS I wish to give the deepest appreciation to supervisor Dr. Jingzhi Guo, my supervisor, for his professional guidance, great patience and valuable advice throughout the thesis writing process. He constantly encouraged me to fulfill thesis research, inspire me to right direction, gave me lots of suggestion, and taught me a lot of writing skills. Without his consistent and illuminating instruction, this thesis could not have reached its present form. Second, I also express my gratitude to other professors in University of Macau, Dr. Zhiguo Gong, Dr. Chi Chu Fong, Dr. Rober P.Biuk-Aghai, Dr. Shan Li Xiao. They taught me professional knowledge about the E-Commerce technology during the study in University of Macau. Last my thanks would go to my beloved family for their loving considerations and great confidence in me all through these years. vii