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A SUSTAINABLE PLATFORM FOR

E-SERVICE SYSTEM DESIGN

Guohua BAI
Blekinge Institute of Technology
SE-372 25 Ronneby, Sweden
gba@bth.se

Abstract

By integrating system thinking and social psychology, this paper presents an Activity System
Theory (AST)1 approach to the platform design of e-service systems in general, and e-healthcare
systems in specific. In the first part, some important principles of AST and a sustainable model of
human activity system are introduced. Then a project ‘Integrated Mobile Information System for
Healthcare (IMIS)’ is presented to demonstrate how to construct a comprehensive platform for various
complex e-service systems based on the sustainable model of AST. Our research focused on the
complex e-healthcare system in Sweden, and the results showed that the model of AST can provide
the designers of e-service system with a comprehensive and sustainable platform for designing
various kinds of e-service systems.

Keywords: E-services, E-healthcare, sustainable platform design, activity system theory (AST)

included and logically linked. To this purpose,


1. Introduction Activity system theory (AST) seems very
We all know that service business is a very promising. AST provides a very
complex and dynamic system, which means comprehensive socio-psychological under-
that many elusive and interrelated components standing of service activity. Therefore we
or objects are involved in the service business, introduce some key concepts and models of
and they are dynamically interrelated. AST first in order to give you a general
Accordingly, to support the complex services understanding of the AST. Our research project
activities, the e-service system must have a IMIS (Integrated Mobile Information System
sustainable platform in order to integrate for Diabetic Healthcare) is then demonstrated
(re-design) the system continuously to adapt how in practice we can apply AST as a
the changes. In this sustainable platform all sustainable platform for e-service system
those complex components and dynamic design.
relationships in the service activities must be

1
It is often just called Activity theory in socio-psychological references.

ISSN 1004-3756/04/1304/436 JOURNAL OF SYSTEMS SCIENCE AND SYSTEMS ENGINEERING


CN11-2983/N ©JSSSE 2004 Vol. 13, No. 4, pp436-449, December, 2004
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2. Principles and Models of democratic activities, scientific and


educational activities, religious activities,
Activity System Theory sports and various entertainment activities. We
Activity System Theory (AST) is a can say that activity is ‘the nonadditive, molar
philosophical and cross disciplinary framework unit of life’ (Leontèv, 1981, p 46).
for studying various forms of human practices But how is activity possible? According to
as development processes, with both individual Searle (1995), there are two biological
and social levels interlinked at the same time. primitives of human beings: ‘background
AST has its roots on the classical German capacity’ and ‘collective intentionality’ which
philosophy, writings of Marx and Engels, and enable various social activities. The
Soviet cultural-historical psychology. Recently, ‘background capacity’ indicates the capacity of
many researchers apply AST into various each individual being able to follow social or
application areas, especially in the area of IT institutional rules, norms, laws, etc. “…
application and IT system design (Kuutti, 1996,
rule-governed structures of human institutions
Collins, 2002 and Bai, 1998).
are followed by people not because they have
The basic idea of AST is to uses the
explicitly learned and memorized the rules, but
conceptual knowledge (Hutchins, 1995) of
because they have developed a set of capacities
‘activity’ as ‘a system of its own structure’
and abilities that render them at home in the
(Leontèv 1981, p46) to study the complex
society. These capacities and abilities are
relationship between human minds, artefacts,
labelled ‘background abilities’ (Qvortrup 1996,
and social context. Some important principles
p33).”
and models of the AST, most of which
The ‘collective intentionality’ explains why
originated from the work of (Davydov, 1982),
individuals with their singular intentionality
(Vygotsky, 1978), (Leontèv, 1981), and
(Engeström, 1987), are summarized in the wish to participate in social activities. Searle’s
followings. (1995) answer is: ‘in addition to singular
intentionality there is also collective
2.1 The Necessity Principle – Collective intentionality (p23).’ This collective
Intentionality and Background intentionality is not the sum of singular
Capacity intentionality, but a new emergent property of

Participating in activities is a basic process collectives. Activities are formed by persons


that human beings carry on for being alive. sharing a ‘We Intention’ with their
Like foods and water to human physical body, ‘background capacity’. Recently, the notion of
activity is like foods and water to human ‘we- intentions’ has triggered out discussions.
intellectual mind. A healthy mind has to find For example, Gibbs (2001) argued that
oneself within a social network and to actively intentions are emergent products of social
take part in various social activities, such as interaction, and Engeström (2004) talked about
socio-economic activities, political and the emergent interactive intentionality.

JOURNAL OF SYSTEMS SCIENCE AND SYSTEMS ENGINEERING / Vol. 13, No. 4, December, 2004 437
A Sustainable Platform for E-service Systems Design

Tool historical, and cultural properties to be as


objective as physical and biological properties,
and maintains that consciousness is located in
everyday objective practice: you are what you
do. And what you do is firmly and inextricably
embedded in the social matrix of which every
person is an organic part (Nardi 1996). An
Subject Object object (objective) is always held by a subject, a
person or a group of persons who is or are
engaged in an activity, provides motives for the
activity, and gives the activity specific
Internalizing Process direction. ‘Behind the object, there always
stands a need or a desire, to which the activity
always answers (Leontèv 1981, p46).’
Externalizing Process
But a subject can act on an object only
through artefacts as a mediator (in Figure 1,
Figure 1 Activity mediated by artefacts dot line between subject and object). The
introduction of artefacts as a mediator in
2.2 The Principle of Artefacts Mediated mediating the very classical ‘mind-body’
paradox or contradiction is a major
Internalising and Externalising
contribution of AST. ‘Mediator objects connect
Process humans not only with objects, but also with
The pair of subject and object (mind and other people (Leontèv 1974).’ In particular,
body) has been a classical paradox for many mediator objects are understood as objective
social scientists in the history. AST provides a transmitters for the internalization process and
very new and comprehensive approach to this externalization process. The internalization
paradox, namely artefacts mediated process is the process in an activity
internalising and externalising process. A transforming the object in focus into its
subject in an activity is a conscious actor or a subjective form or image (mental models,
group of conscious actors. An object is some theories, skills, consciousness, etc.) that is
part of the real world that the subject acts upon. ‘generalized, verbalized, abbreviated, and most
‘If I act, there is something in front of me, an importantly, becomes susceptible to further
object (Schwarz 1997, p24).’ Leontèv development that exceeds the possibility of
considers the activity as the ‘middle link’ in a external activity (Leontèv 1974, p18)’. The
three-part scheme between subject and object externalization process is the process that
(Figure 1, Leontèv 1981, p46). The object internal process manifests itself in external
manifests itself only if there is an interaction actions performed by persons, and is converted
with a subject. There is non-separability into objective results and products (Davydov
between object and subject. AST takes social, 1982, Vygotsky, 1978 and Leontèv 1974).

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Activity
Respond to
Motivation

Action 1 Action 2 Action 3 Respond to Goals

Respond to
Condition
Operation 1 Operation 2 Operation 3 Operation 4

Figure 2 Activity analyzed in hierarchy

The action and operation are dynamically


2.3 The Principle of Hierarchical
defined: when an action has been practiced
Analyzing long enough, the action will be collapsed into
Leontèv (1974) provided a three-level an operation and new kind of action will be
scheme of activity (Figure 2). Based on this created with its corresponded new operations.
scheme, an activity can be observed by actions On the other hand, when conditions change, an
performed by the actors (subjects), and actions
operation can again ‘unfold’ and return to the
are composed of operations which are those
level of conscious action (Kuutti 1996).
routinised actions. According to this schema, a
The distinction between individual
collective activity is driven by a shared motive.
goal-directed action and collective
This motive is formed when the collective
object-oriented activity is of central
‘need meets an object’ that has potential to
importance. One and the same goal directed
fulfill the need. Different activities can be
action may accomplish various different
distinguished on the basis of their different
activities and transfer from one activity to
motives and then an activity is realized or
another. On the other hand, the object and
accomplished by actions or clusters of actions
motive of a collective activity may typically be
that are generated or related to some concrete
goals. Participating in an activity comprises sought after by means of multiple alternative
conscious actions that have immediate, defined goals and actions (Engeström 1999). This
goals. These actions must in turn be technically complex many-to-many relationship in an
implemented through operations that are well activity needs some concrete field observation
defined, habitual routines in accordance with and data analysis in order to derive
conditions during the operation understandable work model and data structure.

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2.4 Modelling Human Activity – one unified system and logically interrelated
system (Figure 3).
Components and Relationship of an
2.5 Principle of Development –
Activity
For much current sociology, in a certain Contradiction Principle
sense only individuals exist: the individual Contradiction is a crucial concept or a
human being is the ontologically given starting general category in AST which describes the
point from which everything else must be relationships between components or between
deduced. Consequently, socialization, norms, activities. Contradiction is used to describe
values, and culture are popular means for dialectical relationships in a development
explaining why individuals unite into process such as mutuality, interdependence,
something called society (Qvortrup 1996). AST, diversity, and dynamics. Contradictions often
however, takes the relationship between an manifest themselves as problems, ruptures,
individual and his or her social cultures, norms, breakdowns, and clashes, and therefore people
and values as a molar unit (non-decomposable) used to think contradictions as bad as
of an activity and believes that activity is only destructive situations, such as conflicts, wars,
developed under conditions of co-operation battles. However, seeing another side of the
and social interaction among people (Leontèv same coin, AST sees contradictions as sources
1981, p55). Even though Leontèv pointed out of development (Engeström 1987, Bai &
the importance of social factors in an activity, Lindberg 1998, Turner P. & S. Turner 2001).
it is Engeström (1987) visualized the social Activities are virtually always in the process of
context, such as community, social and cultural working through contradictions (Kuutti 1996).
rules, norms, and social labour divisions into In Figure 3, together with the classical

Instrument

Production activity

Subject Object Outcome


Consumption activity

Exchange activity Distribution activity

Norms, Rules Community Division of Labour

Figure 3 The elements and relationships of human activity (based on Engeström, 1987, p78)

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contradiction 'subject-object' which is triangle) is driven by a new kind of


mediated by instrument (artefacts, tools), there contradiction: 'production- consumption',
are two more contradictions, namely the namely, by the paradox that we produce output
contradiction 'subject-community', and the and, simultaneously, we consume the output in
contradiction 'object-community'. In a similar order to re-produce it. The contradiction of
manner as the instrument as the mediator of the ‘Production- Consumption' provides an inner
contradiction 'subject-object', 'norms, rules' are and never-ending energy that drives an
introduced as the mediator of the contradiction accumulating cycle of consumption and
‘subject-community', and 'division of labour' as production. ‘Were it not for the paradox that
the mediator of the contradiction 'object- consumption necessitates production, and vice
community’. Based on Marx’s terminology of versa, activity would not exist (Holt 1993,
social production, exchange, distribution, and p99).’
consumption, those four human fundamental Besides the contradictions between the
activities are matched into four sub-triangles. constituent components of an activity in the
According to Figure 3, the development of above which Engeström called the secondary
human production, exchange, distribution, and contradiction, he has also identified other three
consumption activities are accordingly driven levels (types) of contradictions: the primary
by four contradictions. Firstly, production contradiction is within each constituent
activity is driven by the contradiction components of an activity; the tertiary
'subject-object’; namely, by using instrument contradiction is between an activity and its
(‘tool’ in the terminology of Vygotsky, or culturally more advanced form of the activity
artefacts in Figure 1 by Leontèv) the subject (new activity vs. old activity); and the
works and produces the objects that correspond quaternary contradiction is between the central
to the given need or an outcome. Secondly, the activity and its neighbouring activities
exchange activity is driven by the contradiction (Engeström 1987, p89).
‘subject-community', namely, the subject
exchanges his/her labour value (exchange 3. The IMIS Project – Applying
value) within the community to obtain his/her AST Model in E-healthcare
needs (use value) according to the Platform Design
community’s rules and social law (second
mediator). Thirdly, the distribution activity is 3.1 Background of the Project
driven by the contradiction ‘object- In Sweden, a well-known goal in healthcare
community’, namely, the outcome of the object is to let people stay their home secure as best
is distributed for social re-production among as one can. As many other projects towards to
members (organizations, companies) of the 2
this goal, the project IMIS (Integrated Mobile
community according to the principles of the
2
division of labour (third mediator). Finally, The project (2003-2006) is financed by
VINNOVA: The Swedish Agency for Innovation
the total social activity system (the whole Systems (http://www.vinnova.com)

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A Sustainable Platform for E-service Systems Design

Staff nurse
Lena (elderly home)
Personal assistant

Diabetic nurse
District nurse

Doctor

Primary Care Home Care Patient Home Service


(Hospital) (County Council) (Municipality)

Figure 4 Information flow in home care service

Information System for Diabetic Healthcare) the patient visits the care providers (if the visit
focuses on communication problems between is judged necessary after the communication),
healthcare providers and their healthcare the quality of the visit is increased, and the
receivers at home. IMIS is an Internet based quality of care or treatment of the visit gets
communication platform for diabetic even improved if they continue communicate
care-providers (hospitals, municipalities, after the visit. In Sweden, a guideline for
relatives, etc.) and persons with diabetics. diabetic healthcare (Socialstyrelsen Stockholm,
Many studies showed that most people with 1999) stated that ‘To a good quality of diabetic
diabetics regularly contact with their care healthcare there needs a team work in which
providers in various ways. Studies in the USA people with diabetics are in centre. They need
(American Diabetes Association, 1989) and in training, support, and supervising so they can
Sweden (Rachmani R., et. al. 2002) showed take care themselves, control own situation,
that the self-treatment and supervision of and self-treatment. They need to have access to
people with diabetes can greatly increase their the care team which consists of doctors with
quality of their daily life if they are provided competence and interests for diabetic patients,
with reliable and easy access to their care and nurses special trained for diabetic care
providers (doctors, nurses, relatives, etc.). Also who can provide with patients good advices,
if care providers and people with diabetics are and cooperate with dietician and foot
able to communicate with each other before therapist.’ Communication between all the

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team members and patients is an essential need Municipality who helps her do some house
if the self- treatment of people with diabetics is work. Lena seems not very concerned about
possible. The IMIS project in this context is to her diabetes, and often eats fat foods and candy.
provide such a shared communication channel The concentration of glucose in the blood often
for all the team members and people with goes up steeply without her direct remark and
diabetes. Since the healthcare activities then too late. One day the personal assistant
compose a complex social system, the platform called the Home Care Centre and reported to
of IMIS must cover the complex system
the district nurse that Lena did not feel well.
components and map their relationships, and
The district nurse suspected that Lena had
meanwhile the platform must be sustainable to
eaten some sweet cookies. The district nurse
adapt changes. We believe that AST model
checked Lena’s record for her recent medical
(Figure 3) provides with such a sustainable
history. Then the nurse went to Lena’s house
model since it is based upon the general
with a device to measure the concentration of
understanding of all kinds of human activities,
glucose. After asking several questions, the
and therefore it can sustain for changes as far
as the activity alive. nurse took out the device and tried to measure
the glucose concentration for further decision.
3.2 A Scenario of Communication After a phone call to the diabetic nurse at the
Problem in Diabetic Healthcare Primary Care Centre from hospital (luckily the
In Sweden the mission of healthcare is phone was answered), the nurse drew a
divided among the county councils, hospitals, conclusion that Lena was in an acute situation.
municipality, and other private actors. To make Then Lena was sent to the doctor (hospital)
this complex labour division clear, a scenario immediately.
is showed in Figure 4. In the figure, the 70 In Figure 4, the mission of Lena’s
years old lady Lena with diabetes of type two healthcare are divided into at least three labour
found herself recently in a multi-diseases divisions, namely primary care from hospital,
caused by her high level of glucose. She is home care from county council, and home
3
normally visited by a staff nurse from the service from municipality respectively (private
Home Care Centre of County Council, who actors are not showed). There are two different
comes to her house twice a day to give her connection lines in Figure 4. The solid lines
insulin injections. There is also a personal stand for the normal/everyday connections. For
assistant from the home service of the example, the staff nurse and the personal
assistant visit the patient everyday. This means
3
There are two different types of nurses in Home
Care Center, staff nurse and district nurse. District that they should have quite lot face-to-face
nurse has more education background and more contacts. The dash-dot lines stand for mostly
responsibility than the staff nurse. The staff nurse
can have at most responsibility to give patients the information/communication flow among
medicine or insulin injections which are delegated healthcare actors in the above scenario.
by the district nurse.

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A Sustainable Platform for E-service Systems Design

Hospital
Healthcare
receivers

County Council/
Hospital
IMIS platform

Municipality

Figure 5 Integrated mobile information system (IMIS) coordination mechanisms

There are lot communication problems in arrived at Lena’s house, there was no way to
the above scenario. First, the information flow access to the patient’s records. Besides, there
from the staff nurse to other actors is missing. are also some problems for different
The staff nurse goes to patients’ house twice a organizations to share information between
day to give injections. She/he knows a lot of them. For example, the personal assistants
details about the patient. And all those details from municipality and the nurses from County
are sometimes important for the diagnosis. Council cannot share their information with
However, it is not record and communicated to
each other. If they have a shared
other relevant actors. When the district nurse
communication platform on which they can
got noticed that the patient did not feel well,
communicate with each other and access to the
she/he had no contact with the staff nurse.
Besides, during and after the district nurse patient’s journal no matter where and when,
gave diagnosis, staff nurse was not informed the efficiency and quality of the healthcare will
either. Phone calls are the most common way be much improved. The IMIS communication
for them to communicate each other, and platform is to build up such a platform as
however phone calls are often not reliably Figure 5 shows.
answered.
Within this platform, the communication
Second, communication problems exist not
channels are not only the mobile phone and
only among nurses, but also between the pocket PC, but expanded to all medical
nurses and the patients’ medical journal. For equipments that are linked to computer
example, before going to Lena’s house, the network. The dash lines stand for the
district nurse checked the patient’s history communication channels that access to Internet
record in the office. When the district nurse through either stationary PC or pocket PC.

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Figure 6 The conceptual platform of IMIS for decision makers (team leaders)

will support three kinds of working activities.


3.3 The Platform of IMIS The first is central activities of decision makers,
One important task of IMIS project is to such as, group leaders and managers of the
find a comprehensive and sustainable structure healthcare. The second is operative level of
for the platform design. Based on the activities in the field of healthcare workers,
theoretical discussion in the above, we draw and the third is the communication among all
conclusion that the model of AST (Figure 3) actors in healthcare and patients.
has the following characteristics: To support decision making in healthcare
• The elements identified in the model activities, such as human resources
cover all necessary information in an activity; management, business re-engineering, work
• The model is generally applicable to all schedule, needs assessment, the IMIS must
kinds of activities (decision making in the provide the decision makers with necessary
centre or operation in the field); and components, information, and knowledge.
• The model has recursive properties, and According to AST, to carry this decision
therefore it can be expanded to all levels activity, the decision makers have to know: (1)
(individuals, groups, communities) of the subject – the healthcare team that conducts
activities. the healthcare activities, (2) the object – the
Therefore, AST model is used as the diabetic patients, (3) artefacts – various tools
platform for IMIS platform design. The IMIS (physical, mental) used, (4) laws, rules,

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A Sustainable Platform for E-service Systems Design

Figure 7 The conceptual platform of IMIS for operations (field workers)

standards – regulation for what and how and operations is very important not only for
healthcare should be done, (5) community – consistent and verified date, but also for the
cooperative partners, and (6) labour division – communication peer-to-peer and between the
responsibility to whom and to do what. Those decision makers and the healthcare workers.
components compose a healthcare data Communication between different (data)
warehouse or knowledge base shown in Figure structures implies extra translation, or
6. Probably some parts of the above mentioned transformation. This will lead to problem of
components exist in different places already, validity and reliability of data, problem of
and in this case the IMIS is to integrate the fragmentation, and problem of extra cost of
needed knowledge from other sources for the human resource. Just because the AST model
decision makers ready to use. is generally applicable for all kinds of
To support operational tasks in the fields of activities (recursive or heritable properties), the
healthcare the information in IMIS must be components specified in the model cover also
targeted (personalized just-for-you, just the needs for healthcare workers in the field.
enough), and mobile. More over, the contents Without changing the generic platform of
must be constructed as a recursive subset of the components specified in healthcare data
overall platform in order to integrate the part of warehouse, we can construct the part of IMIS
field work into the healthcare warehouse. This for the field workers by just changing some
recursive structure between decision activities specific contents shown in Figure 7. Since this

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Figure 8 Communication management: object-oriented communication

part is installed in the hand computers of field healthcare activities must be worked out. As
workers, and the contents are individually example in the Figure 8, a category covers
configured by each field worker, therefore it is topics of (1) new services needed, (2) report
the dynamic subset of the healthcare data problems, and (3) changed service schedule.
warehouse. Secondly, targeted receivers must be specified.
To support communication peer-to-peer and The so-called misinformation and information
communication between the decision makers overload could be reduced if an object-oriented
and the healthcare workers are very essential. communication as such is applied. Finally,
It is the communication that unites all parts operations to carry out the communication
working together to carry out the healthcare must be followed, such as to send, archive,
activity. The physical channels of the answer, etc. This simple model will be applied
communication in IMIS could be wireless or in IMIS to support communication activities
through the Internet. Communication in the
logical level must be properly managed. 4. Conclusion
This paper proposes an object-oriented Based upon the concepts and models of
model to construct the communication as AST, we have developed a sustainable
shown in Figure 8. This model suggests that platform for e-business in general, and
communication must consider (1) the objects e-healthcare in specific. Based on some
of the communication (the right recipients), (2) primary observations from some tests by users,
topics/subject of source, (3) the channel to the platform could cover the various
communicate, and (4) ways or actions to the information need for healthcare work, and
communication. Firstly, a list of topics about meanwhile the structure could integrate existed

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A Sustainable Platform for E-service Systems Design

applications, such as alarm system and other Multiorganizational Field, University of


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of Vascular Complications in High-Risk Guohua Bai is an associate professor and


Patients with Type 2 Diabetes Mellitus – a research director in Intelligent Information
Randomized Prospective Study, Diabet Med System in Blekinge Institute of Technology
19:385-392, 2002. and Kalmar University in Sweden. He is also a
[16] Schwarz, E., “Toward a holistic guest professor in several Chinese Universities.
cybernetics: from science through He received his Ph.D. (1998) in technical
epistemology to being”, Cybernetics & psychology in Luleå University in Sweden and
Human Knowing, Vol.4, No.1, pp17-49, M.Sc. (1986) degree in system engineering,
1997. B.Sc. (1982) degree in automatic industrial
[17] Searle, J., The Construction of Social control in Beijing University of Science and
Reality. New York, The Free Press, 1995. Technology. His main interests include system
[18] Socialstyrelsen Stockholm, Nationella theory and methodology (Cybernetics, Soft
riktlinjer för vård och behandling vid Systems Methodology, Living System Theory,
diabetes mellitus – information till dig som Viable System Model), socio-psychology
har diabetes mellitus, Stockholm, 1999. (Activity Theory, Distributed Cognition) and
[19] Turner P. and S Turner, “A Web of Human-Computer Interactive Systems
contradictions”, Interacting with Computer, (Decision Support System, Computer
Vol. 14, pp1-14, 2001. Supported Cooperative Work). His research
[20] Vygotsky, L. S., Mind and society, MA: projects have focused on IT application in
Harvard University Press, Cambridge, 1978. elderly care and healthcare.

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