Event Management
Jan van Til
This memorandum discusses the concept of Event
Management. Event Management is meant to be a broader concept than the known concept
of Alarm Management.
Despite the fact that the concept Alarm
Management is widely known in the industry, a broader concept is needed: Event
Management. Alarm Management is seen as a part of Event Management. The primary
focus of Alarm Management is on the gathering of information (Signals) about
Events that point at potentially unwanted and therefore alarming Situations.
Event Management’s primary focus is on the gathering of information (Signals)
of all relevant Events.
Event Management is about the management of Events in general. Events that
take place in the real world and manifest themselves through Signals. Signals that can be reported to and validated by Event Management.
After proper validation the Signals can be presented
to an operator (or other professional) who interprets and processes them.
The terms-in-bold above are used as a structure
and are discussed in detail below.
Events
An Event always takes place in a specific
Situation in the real world. In fact an Event turns an existing Situation into
the next Situation. It’s the Event that connects consecutive Situations. Events
happen concurrently, everywhere in space and all the time. In order to be able
to link Events and Situations together, time and space turn out to be very
important dimensions.
A Situation can be described as a more or less
static background – the things in place – against which an Event occurs and can
be observed. In that Situation the Event acts as a more or less dynamic
foreground. The occurring Event creates – together with the existing Situation
a new Situation against which the next Event can take place.
Signals
Events manifest themselves through one or more
Signals. Signals can arise in the course of time and originate from various
sources. Signals need to be distinguished from Events; Signals represent Events (the map is not the
territory). For every Signal the time and place of its creation become more and
more important (call for transparency). Therefore one needs to be able to
register (first) creation-time and creation-place of every reported Signal.
Reported
Signals
Signals can be observed and subsequently
reported by Actors. Two kinds of Actors need to be distinguished: human beings
(motivated Actors) and artificial devices (preconditioned Actors that act on
behalf of human Actors). Depending on the nature of an Actor, (relevant)
Signals are observed and reported.
All reported Signals are registered as ‘raw’
Signals. The (ir)relevancy
of reported Signals is controlled by business rules. It is important to
register the registration-time and registration-place of each reported Signal
(this applies to the used business rules as well).
With respect to Signals that are considered
irrelevant, no further processing takes place.
Since relevant raw Signals constitute the
foundation for further (re)processing, they need to be properly managed
(transparency, traceability, accountability, availability etc).
Reported raw Signals mark a shift from the real
world to the data processing world. From now on relevant raw Signals become
data and all data manipulations are controlled by business rules that are
appropriate to the situation (context) that produced those Signals.
Validated
Signals
All relevant raw Signals can be validated;
invalid or missing Signals can be substituted with calculated ones. Based on
this upgraded set of Signals other calculations/operations can be performed
(aggregates, trends, gradients, grouping etc). Validations and other performed
operations depend on formulated information needs and possibly generate new
Signals. It is important to register the creation/registration-time/place of
each generated Signal (this applies to the used business rules as well).
Generated Signals need to be distinguishable from other (validated) Signals.
Both generated Signals and other Signals are referred to as Signals hereafter.
All validated/generated Signals can, based on
business rules, be evaluated and re-evaluated whenever Situation changes
(manifested by new Signals) give rise to it. Based on evaluation results
Signals are presented, not presented, presented again or no longer presented.
To be able to perform actions without human
intervention, an artificial actor that acts based on business rules performs
automatic actions.
For time travelling purposes it is important to
keep track of the timestamp of all Signals as well as the business rules that
are used to produce them. For transparency reasons and to be able to reproduce
information this also means that validated Signals (and business rules) should
not be overwritten because they could have been used in the meantime.
Presented
Signals
Prior to their presentation, validated Signals
need to be categorised and prioritised. The way presented Signals are assigned
a category and a priority is determined by business rules. Whenever Situation
changes give rise to it, Signals are re-assigned a category and priority.
Priority levels (e.g. high, medium, low) and category levels (e.g.
do-not-display, notification, alarm), including the number of levels, need to
be freely adaptable. Depending on business rules (e.g. the source of the
Signals or the state of the system) the appropriate category/priority schedules
are selected. Presented Signals need to be freely (re)routable depending on
nature, origin, escalation level etc.
The exact way these Signals are presented
(grouped, layout, colour, blink, audible etc.) and where and to whom they are
presented, depends in considerable measure on their origin, business rules and
Human Factors and Limitations (Capitals are used here to Stress the
Importance).
Presented Signals mark a shift from the data
processing world to the real world again.
Human Actors observing presented Signals will be
operators (monitoring, controlling, planning etc.) and systems management. But
there are other relevant (internal/external) parties as well. Depending on the
specific information needs of various Actors, relevant raw Signals are
gathered, processed and presented according to the business rules and schemes
applicable to the target group.
Processed
Signals
A human (motivated) Actor now observes,
manipulates (group, sort, override, suppress, shelve etc.) and interprets the
presented Signals – thereby constructing a mental image of the original
Event-in-Situation. Every presented Signal is always Signal-in-Situation.
Whenever necessary any relevant contextual information about that situation
needs to be easily callable in order to aid in reconstructing the situation
adequately.
Subsequently human Actors individually assign
meaning and perform corresponding Actions. These Actions are, of course, Events
that will manifest themselves in time through Signals. Signals that may cause
changes in the previously presented Signals.
Important
aspects.
Important aspects of the Event Management
concept are:
1.
In order to be able to
facilitate any relation between any two Signals-in-Situation a strong
connection with time/space dimensions for Signals must be supported. These
dimensions form an important hinge point that enables one to relate any two
Signals-in-Situation. Situations themselves are, of course, time/space related
too.
2.
In order to be able to
facilitate time travelling, not only Signals-in-Situation need to be connected
to time/space dimensions, but categorisation/prioritisation schemes, business
rules etc. that operate on them as well (these ‘things’ also vary over time).
June 2008, 2008 © Jan van Til