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Real-time information proessing [i. é processing]

Miranda, Rui Pedro Mesquita

Abstract

Todos os dias, grandes quantidades de dados são criadas a partir de dispositivos e sensores Internet of Things (IoT). Estes dados podem ser transformados em conhecimento de grande valor que pode ser utilizado para melhorar a capacidade de decisão e reduzir custos. Além disso, técnicas de Machine Learning podem ser utilizadas para identificar tendências a partir da informação recolhida. Por conseguinte, vários sectores podem beneficiar destas tecnologias, tais como a área da indústria, cuidados de saúde e cidades inteligentes. Na área da indústria, existe um desejo pela sinergia entre humanos e máquinas autónomas, aproveitando a capacidade intelectual para aumentar a eficiência operacional. Em cuidados de saúde, são diariamente armazenadas vastas informações de pacientes, provenientes de uma grande variedade de fontes. Os dados recolhidos permitem analisar tendências e criar modelos de previsão que consigam prevenir potenciais problemas de saúde. Por último, cidades inteligentes podem detetar e responder a várias desafios, tais como o congestionamento de tráfego, segurança pública, consumo de energia e poluição ambiental, com a ajuda de dados de sensores, câmaras e outros dispositivos. Consequentemente, as fontes de dados podem ser analisadas e estudadas para descobrir potenciais perspetivas e previsões. Estas abordagens incluem a utilização de sensores e sistemas autónomos, e introduzindo edge computing de uma forma distribuída e inteligente. No âmbito deste projeto de dissertação, o objetivo é conceber, desenvolver, e explorar novas plataformas de análise e apoio à decisão em tempo real. Estas soluções foram implementadas com sucesso na indústria automóvel, em cidades inteligentes e no sector da saúde, demonstrando resultados positivos na recolha e análise de dados, na otimização de processos e na capacidade de tomada de decisões. As metodologias e abordagens desenvolvidas nesta investigação foram adaptadas para garantir a precisão dos dados, a sua segurança e a possibilidade de se chegar a resultados viáveis.

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Universidade do Minho Escola de Engenharia Rui Pedro Mesquita Miranda Real-Time Information Proessing June, 2024 Real-Time Information Proessing Rui Miranda UMinho |2024 ii Universidade do Minho Escola de Engenharia Rui Pedro Mesquita Miranda Real-Time Information Proessing Doctorate Thesis Doctorate in Informatics Work developed under the supervision of: José Manuel Ferreira Machado António Carlos da Silva Abelha June, 2024 COPYRIGHT AND TERMS OF USE OF THIS WORK BY A THIRD PARTY This is academic work that can be used by third parties as long as internationally accepted rules and good practices regarding copyright and related rights are respected. Accordingly, this work may be used under the license provided below. If the user needs permission to make use of the work under conditions not provided for in the indicated licensing, they should contact the author through the RepositoriUM of Universidade do Minho. License granted to the users of this work Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International CC BY-NC-SA 4.0 https://creativecommons.org/licenses/by-nc-sa/4.0/deed.en This document was created with the (pdf/Xe/Lua)L A T EX processor and the NOVAthesis template (v7.1.27) (Lourenço, 2021). ii Acknowledgements I would like to express my heartfelt gratitude to everyone who has supported me in my doctoral journey. Firstly, I extend my sincere thanks to my esteemed supervisors, José Machado and António Abelha, for their guidance, mentorship and invaluable insights throughout the course of my research. Their unwavering assistance and dedication have been instrumental in helping me achieve this milestone in my academic career. I would like to extend my sincere appreciation to my colleagues at the Knowledge Engineering Group, whose unwavering encouragement, motivation, and camaraderie have been of immense help to me. I wholeheartedly thank Bosch Car Multimedia, the Municipal Council of Guimarães, and the Hospital de Santo António for their invaluable aid and funding that have enabled me to carry out this research. I would also like to thank Raquel Rainha and Johann Behrens, my dear friends whose unwavering encouragement has been invaluable to me. Finally, I extend my gratitude to my friends from Ad Astra and the Velvet Room, two Discord communities who have supported me by providing a platform for socialization and relaxation during my doctoral journey. Lastly, I would like to thank my family for their love and encouragement, which have been the driving force behind my academic pursuits. Without their consistent support and guidance, this achievement would not have been possible. Once again, I express my sincere gratitude to all those who have played a role in making this dissertation a reality. iii STATEMENT OF INTEGRITY I hereby declare having conducted this academic work with integrity. I confirm that I have not used plagiarism or any form of undue use of information or falsification of results along the process leading to its elaboration. I further declare that I have fully acknowledged the Code of Ethical Conduct of the Universidade do Minho. , (Place) (Date) (Rui Pedro Mesquita Miranda) iv „“ You cannot teach a man anything; you can only help him discover it in himself. ” — Galileo, Somewhere in a book or speach (Astronomer, physicist and engineer) v Resumo Processamento de Informação em Tempo Real Todos os dias, grandes quantidades de dados são criadas a partir de dispositivos e sensores Internet of Things (IoT). Estes dados podem ser transformados em conhecimento de grande valor que pode ser utilizado para melhorar a capacidade de decisão e reduzir custos. Além disso, técnicas de Machine Learning podem ser utilizadas para identificar tendências a partir da informação recolhida. Por conseguinte, vários sectores podem beneficiar destas tecnologias, tais como a área da indústria, cuidados de saúde e cidades inteligentes. Na área da indústria, existe um desejo pela sinergia entre humanos e máquinas autónomas, aproveitando a capacidade intelectual para aumentar a eficiência operacional. Em cuidados de saúde, são diariamente armazenadas vastas informações de pacientes, provenientes de uma grande variedade de fontes. Os dados recolhidos permitem analisar tendências e criar modelos de previsão que consigam prevenir potenciais problemas de saúde. Por último, cidades inteligentes podem detetar e responder a várias desafios, tais como o congestionamento de tráfego, segurança pública, consumo de energia e poluição ambiental, com a ajuda de dados de sensores, câmaras e outros dispositivos. Consequentemente, as fontes de dados podem ser analisadas e estudadas para descobrir potenciais perspetivas e previsões. Estas abordagens incluem a utilização de sensores e sistemas autónomos, e introduzindo edge computing de uma forma distribuída e inteligente. No âmbito deste projeto de dissertação, o objetivo é conceber, desenvolver, e explorar novas plataformas de análise e apoio à decisão em tempo real. Estas soluções foram implementadas com sucesso na indústria automóvel, em cidades inteligentes e no sector da saúde, demonstrando resultados positivos na recolha e análise de dados, na otimização de processos e na capacidade de tomada de decisões. As metodologias e abordagens desenvolvidas nesta investigação foram adaptadas para garantir a precisão dos dados, a sua segurança e a possibilidade de se chegar a resultados viáveis. Palavras Chave: Big Data, Machine Learning, Sistemas de Suporte à Decisão, Data Mining, Business Intelligence (BI), Data Warehouse (DW) vi List of Tables 1 PowerBIdatasources ................................ 28 2 Strategies and tools used to implement and integrate mechanisms of crowdsensing and crowdsourcing in smart cities(R. Miranda et al., 2022). . . . . . . . . . . . . . . . . 39 3 Strategies focused on encouraging citizens to actively contribute. . . . . . . . . . . . . 40 4 Comparion of the case studies with their ability to answer the research questions. . . . 86 xiii Acronyms ADL Archetype Definition Language (p. 51) AI Artificial Intelligence (p. 52) AIDA Agência para Integração, Difusão e Arquivo de Informação Médica (pp. 78, 83, 94) API Application Programming Interface (pp. xi, 12, 48, 71) BI Business Intelligence (pp. vi, vii, 5, 15, 16, 21) CEP Complex Event Processing (pp. 3, 5, 19, 25, 30, 56–59, 61, 63, 88) CHUSA Centro Hospitalar Universitário de Santo António (pp. 1, 3, 4, 12, 13, 78, 84, 86, 91, 93, 96, 97) CT Clinical Terms (p. 50) DBMS Database Management System (pp. 17, 57) DICOM Digital Imaging and Communications in Medicine (p. 50) DSR Design Science Research (pp. 1, 5, 6, 13) DW Data Warehouse (pp. vi, vii) EHR Electronic Health Record (pp. 50, 51, 79, 92, 94, 97) ETL Extract, Transform, and Load (pp. xi, 3–5, 11, 14–18, 48, 56, 57, 62, 66, 67, 79, 91, 96) FHIR Fast Healthcare Interoperability Resources (pp. 50, 94) GDPR General Data Protection Regulation (pp. 19, 33, 83) HDFS Hadoop Distributed Filesystem (p. 20) HL7 Health Level 7 (pp. 13, 50, 79, 94) xiv ACRONYMS xv HTTP HyperText Transfer Protocol (p. 69) IIoT Industrial Internet of Things (pp. 52, 55) IoT Internet of Things (pp. vi, vii, 1, 3, 5, 30, 34, 37, 41, 44, 52, 53, 55, 68, 77, 78, 93, 95, 96) ISO International Organization for Standardization (p. 50) IT Information Technology (pp. 3–5, 8, 49, 78, 91, 93, 95) JDBC Java Database Connectivity (pp. 23, 28) LAMP Linux, Apache, MySQL, PHP/Perl/Python (p. 59) MCS Mobile Crowdsencing (pp. 36–40) OLAP Online Analytical Processing (p. 17) OLTP Online Transaction Processing (p. 17) OSI Open Systems Interconnection (p. 50) PoC Proof of Concept (pp. 8, 13) PRISMA Preferred Reporting Items for Systematic Reviews and Meta-Analyses (pp. 32, 40–42) RDBMS Relational Database Management System (p. 16) REST REpresentational State Transfer (p. 69) SQL Structured Query Language (p. 17) SWOT Strengths Weaknesses Opportunities Threats (pp. xi, 8, 9, 14, 66, 76, 82) TAM Technology Acceptance Model (pp. 8–10) XDK Cross-Domain Development Kit (pp. xi, 55, 60, 61, 87) 1 Introduction & Research Methodologies The present document describes the research and analysis for the development and exploration of nextgeneration platforms for decision support and unified Big Data analysis, as well as the processing of data streams in real-time. These projects arose within the scope of the Doctoral Program in Informatics at the University of Minho. This research was developed at the Centro ALGORITMI, a research unit of the University’s School of Engineering, along with Bosch Car Multimedia, the Municipal Council of Guimarães, and the Centro Hospitalar Universitário de Santo António (CHUSA) in Porto. This introductory chapter is divided in multiple sections. A brief contextualization of this project is presented, including references to key topics of discussion (Section 1.1), as well as the main motivation that led to its creation (Section 1.2). In addition, this chapter will give an overview of the research methodologies used in this project, particularly focusing on the DSR approach. It will also discuss various research techniques, highlighting the need for improved knowledge engineering in real-time. This chapter also includes the main objectives proposed for the development of this doctorate’s thesis, thereby offering a description of the work performed (Section 1.6). Lastly, this chapter ends with the presentation of the document’s structure to simplify its reading (Section 1.7). 1.1 Context and Scope The development of new data producers, such as Internet of Things (IoT) devices, is revolutionizing the way data are collected, processed, and explored. Data are now gathered at an unprecedented level of precision and scale, enabling data-driven decision-making and insights across a range of industries and domains. Furthermore, by leveraging the connectivity of IoT devices, businesses can explore new opportunities to gain insight into their operations and customers, and develop innovative solutions to address their needs. As the technologies of these devices continue to evolve, the opportunities for businesses to benefit from the data they generate grow exponentially. The manufacturing industry is under a paradigm shift, from a digital manufacturing model, where products control their assembly process using modular and efficient manufacturing systems, to a personalized manufacturing model, where products will be designed for an individual based on their personal 1 CHAPTER 1. INTRODUCTION & RESEARCH METHODOLOGIES requirements (Doyle-Kent & Kopacek, 2020; Lasi et al., 2014). Furthermore, consumers are increasingly more aware of their environmental impact. Thus, future solutions must employ technologies to increase environmental sustainability, helping to save the environment (Nahavandi, 2019, p. 3). The term ‘Industry 5.0’ was adopted to represent this transformation, representing the ‘fifth industrial revolution’, as well as continuing the earlier generation naming scheme, alluring to how software is versioned (Oztemel & Gursev, 2020, p. 1). New technological advancements, from sensor data interoperability, more mechanization and automation, to the convergence of the physical and digital worlds, and virtual training will support this transition, delivering extensive changes in manufacturing systems (Nahavandi, 2019, pp. 5–6). In addition, ever-changing requirements demand for flexible tools and modules that are able to adapt to people, machines, and processes (Robert Bosch GmbH, 2020). These solutions will enable “human-robot coworking”, that is, humans will focus on tasks requiring creativity, while robots will do the rest of the work (Demir et al., 2019, p. 3). As urban populations grow, the need to modernize cities and give high-quality essential services to communities has become increasingly important. This has led to the rise of Smart Cities, where technology and infrastructure are combined to enhance the quality of life in a sustainable and transparent way (Kirimtat et al., 2020; Nižetić et al., 2020). The processing of information in real time is a crucial component of smart cities, as it enables them to improve public safety, manage traffic flow, reduce energy consumption, and optimize the delivery of public services. With the right infrastructure and technology in place, real-time processing of data can also help cities identify opportunities for economic development and create new job opportunities. Thus, real-time processing of data can be used to develop and implement predictive analytics that can help cities better prepare for future scenarios. Real-time information processing is becoming an integral part of healthcare, enabling healthcare professionals to respond to changes in patient health and offer timely, effective care. Many use cases have been applied to healthcare, including monitoring vital signs such as heart rate, blood pressure, and respiration rate, checking patient adherence to treatment plans, and detecting potential health risks before they become critical (Afreen Banu & Rajamani, 2023; Alharbi et al., 2021). In addition, machine learning algorithms have been used to analyze large amounts of clinical data and identify patterns that can help healthcare professionals make better decisions (F. Hassan et al., 2020). However, the use of these technologies in healthcare is still in its infancy, and there are many challenges that need to be addressed before they can be widely adopted, such as data security and privacy, data quality, and data interoperability. Thus, data processing in real time is becoming increasingly important to many businesses, as it allows them to analyze large amounts of data and make decisions. This is especially true about Big Data, where the vast amounts of data that are generated were previously thought to be useless or computationally expensive to process can now be of great value. Technologies such as Apache Storm, Apache Flink, Apache Spark, and Apache Kafka are being used to process data in real time and give insights into business operations (Sousa et al., 2021). 2 CHAPTER 1. INTRODUCTION & RESEARCH METHODOLOGIES However, these technologies have their own set of challenges, such as ensuring data semantics and data quality. Data semantics and data quality are essential elements of successful data processing, while data semantics refer to the meaning and context of data, as well as the relationships between different data points (Techopedia, 2018). Data quality involves ensuring that data are accurate, reliable, and up to date. With high data quality, in particular with time granularity, “... real-time process control of the company can be implemented on the basis of the automatically recorded data, which are directly available for management via fast network connections, regardless of where the decision-makers would like to retrieve them” (Q. Hassan, 2018, p. 33). In contrast, poor data quality can result in inaccurate results and faulty decision-making (Q. Hassan, 2018, p. 35). Therefore, understanding and optimizing data semantics and quality are essential for successful data processing and leveraging its value. This thesis aims to explore the importance of real-time data processing, by developing platforms that had data semantics and interopeabilty as their main focus. This research was developed in collaboration with several institutions, with each having their own use-case. The first use-case was built along with Bosch Car Multimedia in Braga, with the goal of developing an integrated environment for analysis, visualization and reporting of business indicators, namely by analytical dashboards for interactive exploration and analysis of production lines, with the usage of Complex Event Processing (CEP) technologies and ontologies. The second use-case was built along with the Municipal Council of Guimarães, where a platform for creating, managing, and visualizing geofences is presented and discussed. Finally, the third use-case was developed with the Centro Hospitalar Universitário de Santo António (CHUSA), aiming to build a unified patient monitoring analytics platform, implementing streaming data processing pipelines, along with Publisher/Subscriber patterns to support all present needs, and adaptable to future ones. 1.2 Motivation Accordingly, the main motivation for this project focuses on developing and exploring a new generation of tools in the field of Information Technologies (ITs) in order to gather and store large quantities of data, as well as the ability to process that data in real-time, enabling new analytical solutions and artificial intelligence approaches. These data, retrieved from sensors, Internet of Things (IoT) devices, and data producers will be used to tackle multiple challenges, from intelligent failure prediction and avoidance to data-driven process optimisation. Therefore, multiple solutions, including web applications and enterprise communication protocols will be developed, using several methodologies and technologies now available and viable for the conception of the defined IT solutions, also called IT artefacts. As a first case study (Case Study nº 1), a new platform for sensorial Extract, Transform, and Load (ETL), a framework that is able to store and organise all data from sensors and Internet of Things (IoT) devices, a web application for real-time analytics and alerts, and new communication protocols based on semantic interoperability will be developed. The platform and framework will be capable of aggregating 3 CHAPTER 1. INTRODUCTION & RESEARCH METHODOLOGIES and storing large quantities of data provided from sensors and equipment, and preparing that information to be used timely. The web application will support the production lines and will be developed by adopting modern technologies and frameworks. Lastly, the new communication protocols will be integrated with existing and ones, ensuring all current and future systems that are part of the organisation’s landscape can interoperate. For the second case study (Case Study nº 2), the platform for creation, management, and visualization of geofences is presented and discussed. This platform is composed of a web application that allows the creation and management of geofences for the Municipality of Guimarães, as well as the visualization of metrics; a mobile application, available for Android and iOS devices, which allows the notification of users when they enter a geofence; and web services that enable interactions from external applications in a fast and secure way. The aim of the third case study (Case Study nº 3), in collaboration between the Centro Hospitalar Universitário de Santo António (CHUSA) and the University of Minho, focuses on the development and exploration of an architecture for the processing and storage of data in realtime for decision support at the healthcare institution, with a case study about patient monitors telemetry. Its main goals are to discover CHUSA’s main necessities and obstacles, identify methods to process data from patient monitors in realtime, develop new approaches for aggregation, extraction, transformation, and loading of information in real-time, create a real-time analytics dashboard that incorporates an overview of the platform and its impact on decision-making, develop an architecture to support the persistence of data for the sensorial ETL system through stateful data streaming, create methodologies to quantify the efficiency and effectiveness of real-time processing protocols, and establish automatic alerting to medical professionals when patient parameters are outliers. In addition, the case study will implement communication protocols based on semantic interoperability, and enable external applications to access and interact with the developed solution. 1.3 Research Methodologies Research methodologies are an essential part of a doctoral degree. They offer the structure for researhers to collect and analyze data, as well as to develop theoretical frameworks for their research By comparing, evaluating, and synthesizing existing information and theories, new knowledge and understanding can be created. Furthermore, research methodologies help to ensure that the results of doctoral research are valid, reliable, and replicable. Research methodologies can also offer the opportunity to examine their research questions from a variety of perspectives, enabling them to develop an in-depth understanding of their research topics. Thus, research methodologies are vital to the success of a doctoral degree, as they offer the foundation for students to develop their own unique and valuable research insights. A research project requires the adoption of methodologies to define its phases, processes, and methods. As such, every IT study must carefully research and analyze multiple methodologies and technologies 4 CHAPTER 1. INTRODUCTION & RESEARCH METHODOLOGIES that are both available and viable for the conception of a solution (Brandão et al., 2016). A systematic review of the literature was conducted to identify the most relevant technologies and sofware tools for CEP, their advantages and limitations, and how they can be applied to the established use cases. The final decision should be based upon their main advantages and limitations, as well as their compliance and security requirements. A literature review on multiple topics, including Business Intelligence (BI), Big Data, Data Warehousing, machine learning algorithms and their application in BI was conducted. As such, searches using keywords on abstract and citation databases were consulted, in particular Scopus and Web of Science. Primary sources, namely reports, articles, and dissertations were consulted, as well as secondary sources, for example, books and magazines. In addition, internet searches were performed to confirm and clarify concepts. By using a deductive approach, it is expected the development of theory thought a well-defined research strategy that will be tested and confirmed with data (Martinez, 2016, p. 145). Martinez noted that ”A well-thought-out and consistent set of assumptions will constitute a credible research philosophy, which will underpin your methodological choice, research strategy and data collection techniques and analysis procedures” , enabling researchers to design a coherent research project. An ontological philosophy was adopted, referring to assumptions about the nature of reality (Martinez, 2016, p. 143). Hence this project will base upon the Pragmatism research paradigm, as it avoids unnecessary debates between the different philosophies, instead focusing on a problem and aiming to contribute with practical solutions that inform future practice (Martinez, 2016, p. 143). To answer all proposed Research Questions, a Research Design applied to engineering and sciences was formulated, leading to the adoption of the Design Science Research methodology. This methodology is used for the development of solutions and approaches in ITs, creating knowledge than can be shared and discussed. For this thesis project, the DSR methodology is used to ensure the solution to the problem accomplishes all needs and requirements of professionals, and benefits society. Data will be collected from multiple sources from production lines, including from sensors, Internet of Things (IoT) devices , and data producers. This knowledge will be used to develop new methodologies to Extract, Transform, and Load (ETL) information from sensors in real-time (sensorial ETL), as well as architectures to support the persistence of information for sensorial ETL systems. Hence a mixed investigation methodology will be adopted, using quantitative and qualitative methods for data collection and analysis. This project is additionally characterised by its cross-sectional time horizon, as it involves ”...the study of a particular phenomenon (or phenomena) at a particular time” (Martinez, 2016, p. 200). This way, the institutions are provided with an appropriate and well-founded solution, based on methodologies and technologies already explored and proven suitable for the solution to their problem in question, while elucidating new knowledge both to the institution and to the scientific community. 5 CHAPTER 1. INTRODUCTION & RESEARCH METHODOLOGIES 1.3.1 Design Science Research Design Science Research (DSR) can be described as a ”research paradigm in which a designer answers questions relevant to human problems via the creation of innovative artefacts, thereby contributing new knowledge to the body of scientific evidence” (Hevner & Chatterjee, 2010, p. 5). Two primary activities improve and elaborate on the behaviour of aspects in Information Systems, namely the ” creation of new knowledge through design of novel or innovative artefacts (things or processes) and the analysis of the artefact’s use and/or performance with reflection and abstraction.” (Kuechler & Petter, 2017, p. 1). This paradigm is relevant for guiding the design and development of Information Systems, as they give a framework for understanding, identifying and resolving complex problems (March & Storey, 2008, pp. 2, 3). Moreover, the iterative design process allows for the continuous improvement of existing artefacts, leading to the creation of even more effective Information Systems. This methodology uses an iterative approach, allowing it to have the freedom to adapt the structure and evaluation of the developed artefact until an ideal solution is found (Kuechler & Petter, 2017, pp. 8– 10). The Design Science Research (DSR) methodology was represented by (Peffers et al., 2007) in Figure 1. Figure 1: Design Science Research Methodology. Adapted from (Peffers et al., 2007, p. 15) This research employed various strategies to adhere to the DSR methodology. Its exploratory nature seeks to bring new perspectives and approaches to address issues noticed in a certain setting. This involved examining existing information exchange systems and storage in several organizations and 6 CHAPTER 1. INTRODUCTION & RESEARCH METHODOLOGIES domains, and how real-time information processing approaches can benefit users and professionals. Through this, gaps were identified, which led to the generation of new platforms for information processing, storage , and visualization. Both quantitative and qualitative methodologies were used, including content analysis and critical studies. The project was also characterized by its long-term temporal horizon. 1.4 Case Study Approach A case study approach is a research method that involves a comprehensive and in-depth examination of a particular topic or phenomenon. This method is particularly useful for examining complex real-world situations and provides a rich and detailed account of the subject under investigation. To conduct a case study, it’s essential to select a case that’s relevant, interesting, and representative of the research question. A theoretical framework should be constructed to guide a data collection and analysis, either by utilizing existing theories or developing new ones based on literature review. Data should be collected from a variety of sources, including interviews, documents, and observations, to ensure the validity and reliability of the findings. Following data collection, the case should be described and analyzed using the theoretical framework, highlighting key characteristics, meanings, and implications for the research question (Benbasat et al., 1987; Gillham, 2010; Yin, 2018). Thus, this project employed a case study research approach, ethnography, and a cross-sectional methodology to conduct an in-depth and extensive research of several subjects of study (the cases), as well as their associated contextual conditions, at different moments. The goal was to examine many institutions to get a broad set of information, with the aim of producing and constructing a universal artefact that’s applicable to the greatest number of similar environments as possible. To best answer the research topic, information was collected and analyzed using both quantitative and qualitative methodologies. Primary data were collected through participant observation, focus groups, and semi-structured interviews. Secondary data were gathered through archival research, primarily from primary (dissertations and conference proceedings) and secondary (journals and books) sources. Using grounded theory, theories and models were generated based on the collected and analyzed data. The approach was both inductive and deductive. It was inductive as the construction of theories and models could only occur after a data collection and analysis, which was then compared to literature, and deductive as it was difficult to perform a solid and credible study that relied on case studies alone through an inductive strategy. A literature review of the state of the art is essential for the preparation of this doctoral thesis, leading to the formation of hypotheses based on existing theories and the development of a research method to evaluate those hypotheses using a deductive approach. 7 CHAPTER 1. INTRODUCTION & RESEARCH METHODOLOGIES •Chapter II - Background: This chapter provides an overview of real-time information processing technologies and their importance in enabling institutions to make decisions efficiently and accurately. It covers several topics such as Business Intelligence, Big Data, data warehousing systems, and ETL processes. It examines the potential of these concepts in the context of this research, implications, and challenges of their use. The chapter also discusses several Business Intelligence projects that have implemented machine learning systems and the importance of data quality, interoperability, and semantics. Additionally, it includes a section on crowdsensing and its potential for solving real-world problems, as well as a section on healthcare and the importance of interoperability and semantics in medical data. This chapter serves as a foundation for later chapters of this thesis, which will explore their use in more detail. •Chapter III - Case Studies: This chapter presents the case studies that were conducted as part of this research. Each case study begins with an introduction to the problem that was addressed, and the motivation for the study. The methodology that was used to conduct the work is described in detail, including the solution’s architecture, and the tools and techniques that were used. Finally, the results of the study are presented in detail, including a Strengths Weaknesses Opportunities Threats (SWOT) analysis of the final product. •Chapter IV - Final Considerations: The last chapter of this document discusses and presents the main conclusions and contributions obtained through the development of this platform. The main results of the use-cases are presented and discussed in detail, answering all research questions. Future work to improve the platforms and its applications are proposed, including the identification of possible new applications, the development of new methods, and the evaluation of existing methods. In addition, the chapter discusses the proposed platform’s potential implications for other research areas and its relevance to the broader field of information technology. •Appendix A - Publications: All scientific contributions, namely, all publications and thesis elaborated on throughout this project are described. 14 2 Background This chapter will offer an overview of the current state-of-the-art in real-time information processing technologies. As data have become increasingly prevalent, real-time information processing has become an essential tool for businesses, institutions, and organizations. By allowing for fast and efficient data analysis, real-time information processing enables organizations to make decisions eficientyly and accurately. However, the success of real-time information processing depends on the quality of the data, as well as the ability to effectively interpret and use the data. After an introduction of Business Intelligence is presented, a showcase regarding Big Data is performed, describing its main methodologies and commonly-used technologies. Furthermore, data warehousing systems are also presented, along with the Extract, Transform, and Load process. Several Business Intelligence projects that have implemented machine learning systems in literature are also discussed. To ensure that data can be processed accurately and efficiently, interoprability, data quality, and semantics must be taken into consideration. 2.1 Big Data and its Applications Businesses are now aware of the importance of data to discover hidden insights more than ever. A better understanding of their customers, the market, supply, and resources can give a competitive edge over their competitors. Business Intelligence (BI) technologies help provide “..., current, and predictive views of business operations” (Han et al., 2012, p. 27). BI technologies include “..., online analytical processing, business performance management, competitive intelligence, benchmarking, and predictive analytics” (Han et al., 2012, p. 27). By using data mining approaches, businesses are able to perform effective market analysis, discover potential strengths and weaknesses of their competitors, and other smart business decisions. This way, they are able to transform data into valuable knowledge for strategic decision taking, based on their past experiences. Big Data is a growing industry, as Big Data and business analytics solutions were forecasted to reach $189.1 billion in 2019 (Shirer & Goepfert, 2019). Core components of the Business Intelligence (BI) 15 CHAPTER 2. BACKGROUND ecosystem include operational source systems, Extract, Transform, and Load (ETL) systems, data presentation frameworks, and business intelligence applications (Kimball & Ross, 2013, p. 18). Operational source systems are “ the operational systems of record that capture the business’s transactions ”(Kimball & Ross, 2013, p. 18), prioritizing processing performance and availability. These may include multiple databases within the organisation, as well as external vendors (Chaudhuri et al., 2011) As data quality may vary, data cleansing and standardisation processes are a necessity in BI. As such, ETL tools are used to obtain data, perform a series of cleansing techniques, from correcting misspellings, to binning data from multiple sources and data de-duplication, and structuring and load it into the presentation area’s target dimensional models (Kimball & Ross, 2013, pp. 19, 20). Data warehouses are used in BI architecture to store and process large amounts of structured information. Finally, BI applications query the data in the data warehouse, and leverage their presentation area for analytic decision-making. Thus, two main concepts related to BI technology, namely the ETL process and data warehousing are discussed in the following sections. As more data is generated, there is an increasing desire to design “ low-cost data platforms that can support much larger data volume than that traditionally handled by Relational Database Management Systems (RDBMSs) ” (Chaudhuri et al., 2011, p. 90). Big Data engines aim to tackle this necessity, introducing sophisticated approaches to distributed processing of large data-sets. As such, Big Data systems will be further discussed in the following section. The term Big Data can be applied to information that cannot be processed or analysed using traditional processes or tools (Zikopoulos et al., 2011, p. 3). Currently organisations have access to a large wealth of data, but cannot extract value from them due to its format and quantity. Thus, approaches and technologies were developed to help identify patterns and extract valuable knowledge from these data sources. Zikopoulos et al. have identified three main characteristics of Big Data: volume, variety, and velocity. The first one, volume, can be attributed to the amount of data that can be stored. Companies try to track and store every interaction as possible, but need the proper tools to manage and analyse these data. The second characteristic, variety, represents a shift from traditional analytics, to now include raw, semi-structured, and unstructured data in account. Finally, the velocity as these data are generated has increased dramatically. Big Data tools now have to perform analytics to data in motion, enabling insights based on emerging information (Zikopoulos et al., 2011, pp. 5–9). Big Data approaches are now used on multiple use cases, from search ranking, ad tracking, and location tracking to financial account fraud detection, building sensors, and loan risk analysis (Kimball & Ross, 2013, pp. 527–528). Each of these use cases have their specific needs and requirements but have the goal of using previously useless data to extract insights. Big Data complements Data Warehousing, as data might initially be seen of low quality, but may be key to future questions (Zikopoulos et al., 2011, p. 11). That data might be on Big Data repositories until its value is discovered, then it might be migrated into data warehouses when its value is proven and sustainable (Zikopoulos et al., 2011, p. 12). 16 CHAPTER 2. BACKGROUND 2.1.1 Data Warehousing A data warehouse can be defined as a “a subject-oriented, integrated, nonvolatile, and time-variant collection of data in support of management’s decision” (Inmon, 2002, p. 31). Hence, data warehousing solutions use decision support technologies to “enable knowledge workers to make better and faster decisions” (Chaudhuri & Dayal, 1997). The data warehouse is maintained separately from operational databases, as their functional and performance requirements are different. While operational databases, supporting Online Transaction Processing (OLTP) applications, are designed for consistency and recoverability, data warehouses, employing Online Analytical Processing (OLAP) applications, are designed for decision support, prioritising query throughput and response times. Thus, historical, summarised, and consolidated data are more important on data warehouses than individual records, with orders of magnitudes of data larger than operational databases (Chaudhuri & Dayal, 1997, p. 1). Depending on the adopted DBMS, multiple-dimensional models can be implemented. On relational DBMS, the most common dimensional models are the star schema, due to their resemblance, while dimensional models implemented in multidimensional database environments are referred to as OLAP cubes (Kimball & Ross, 2013, p. 8). OLAP cubes store and index data using formats and techniques specifically designed for dimensional data. The OLAP cubes are able to create and manage performance aggregations and summary tables. Thus, they are capable of delivering better query performance due to their pre-calculations, indexing strategies, and optimisations (Kimball & Ross, 2013, pp. 8–9). Furthermore, they may also provide advanced analytical functions, exceeding those available with SQL. However, as data may arrive from multiple data sources and external sources, additional processes to clean and transform it before loading it to the data warehouse. That process is performed using ETL tools, and is discussed in the following subsection. 2.1.2 Extract, Transform and Load Extract, Transform, and Load (ETL) is a process that is used to integrate data from various sources into a central location, such as a data warehouse. The term refers to the three phases of the process: extraction,transformation, and loading. This essential process helps organisations to get a complete view of their data, which in turn helps them to make informed decisions (Chaudhuri et al., 2011, p. 96). The first step is accessing data from various sources and bringing it into the ETL system. The extraction process can either be full or incremental (Kimball & Ross, 2013, pp. 19–20). Full extraction involves extracting all the data from the source system and loading it into the data warehouse. Incremental extraction involves extracting only the new or modified data from the source system since the last extraction (Kimball & Ross, 2013, p. 512). The extraction process can be automated or manual, depending on the complexity of the system. Some sources of data may require complex queries to extract the desired data, while others may be simple and straightforward. 17 CHAPTER 2. BACKGROUND After the data has been extracted, it needs to be transformed to fit the data model of the data warehouse. This is the transformation phase of the ETL process (Kimball & Ross, 2013, pp. 19–20). There are several steps involved in the transformation phase, including data cleansing, data validation, data aggregation, and data integration (Han et al., 2012, pp. 84–85). Data cleansing involves removing duplicates, correcting errors, and filling in missing data (Han et al., 2012, p. 88). Data validation ensures that data are accurate, complete, and consistent (Han et al., 2012, p. 94). Data aggregation combines data from multiple sources into a single dataset (Han et al., 2012, p. 99). Data integration involves merging data from different sources and removing any inconsistencies (Han et al., 2012, p. 111). Transformations can be simple, such as changing the format of a date field, or complex, such as joining data from multiple sources to create a single dataset. After the data has been extracted and transformed, it is then loaded into the target system, typically a data warehouse. This is the loading phase of the ETL process (Kimball & Ross, 2013, pp. 19–20). The data warehouse consists of several layers, including the staging area, the integration layer, and the presentation layer (Oracle, 2023). The staging area is where the data are first loaded. It is a temporary storage area where data are stored before it’s transformed and loaded into the target system. The integration layer is where the data from multiple sources are integrated and transformed. The presentation layer is where the data are presented to the end-users in the desired format. The loading process can be automated or manual. Automation is preferred as it reduces the chances of errors and saves time (Inmon, 2002, p. 19). Automated loading processes can be scheduled to run at regular intervals so that the data warehouse is always up-to-date. 2.1.3 Challenges in Big Data Implementations Big Data implementations are characterized by various challenges that organisations must address to achieve their desired objectives effectively. As the volume, variety, velocity, and veracity of data continue to grow exponentially, developers face enormous challenges in capturing, storing, processing, analyzing, and managing massive amounts of information (Abualkishik, 2019). Although Big Data presents opportunities to make data-driven decisions that enhance performance and create value, the challenges it imposes are equally critical to address (Lalmi & Adala, 2021). Several challenges include ensuring processing speed and scalability, data quality, data security and privacy, and costs (Gkoulalas-Divanis & Bettini, 2018; Gorelik, 2019; Rai, 2022, p. 7). This, choosing the right Big Data platform is a critical decision for stakeholders and developers (Gorelik, 2019, pp. 7–12). This section presents a brief overview of these challenges, and discusses how they can be addressed. The large volume of data that are generated by organisations and individuals is the most significant challenge for Big Data systems. Institutions should ensure that they have enough storage and processing power to manage the growing data volumes (Gavin, 2019, p. 3). Furthermore, the velocity of data generation is also a challenge for Big Data systems. Sources like sensors and social networks can generate data at a high rate and must be processed and analysed in real -time (Luraschi et al., 2918). However, 18 CHAPTER 2. BACKGROUND the faster the data are generated, the shorter the time window available for analysis. This presents a challenge for enterprises that require real-time processing of data to make fast decisions. The storage systems used should also be scalable, able to tackle growing volumes of data as needed (Gorelik, 2019, p. 87). Traditional relational databases are thus not suitable for handling large volumes of unstructured data generated by data producers. Instead, institutions should adopt advanced data storage and processing technologies, such as NoSQL databases and data streaming tools that allow for faster processing of data in near real-time (Maas & Garillot, 2019). A review on existing software tools for real-time information processing is presented in Section 2.2. Data privacy and security are also concerns in Big Data implementations. Big Data may include sensitive information that requires protection from unauthorized access or disclosure (Kale et al., 2020; Mavriki & Karyda, 2020; Raja et al., 2020). Moreover, data privacy regulations require that organisations adhere to data protection laws such as GDPR (Kunigk et al., 2018, p. 511). Addressing data privacy and security challenges requires investments in data encryption, access controls, and firewalls to ensure that data are secured from unauthorized access or disclosure (Gorelik, 2019, p. 58). Big data implementations require robust technical infrastructures that can handle large, complex data sets. Moreover, technical infrastructures require maintenance, upgrades, and scalability to accommodate growing data needs (Kimball & Ross, 2013). Addressing infrastructure challenges requires investments in cloud technologies, distributed computing, and software-defined infrastructure that can support big data processing. Finally, Big Data implementations require large investments in technology, infrastructure, and human resources. Moreover, costs may increase due to data storage, hardware, software, and maintenance. Addressing cost challenges requires prioritizing expenditure on critical aspects of Big Data implementations, such as data quality, security, and analysis, while limiting unnecessary expenses (Verma & Bhatt, 2021). 2.2 Software Tools for Real-Time Information Processing The challenge of processing complex events in real-time in order to improve decision-making processes can be addressed by utilizing applications designed for Complex Event Processing (CEP) (Sousa et al., 2021). These applications have the ability to analyze massive data sets and extract useful information, making it easier to develop decisions. This section will thus analyze different technologies available for CEP in real-time and their different characteristics. To identify the most appropriate tools for this review, selection criteria have been established in the form of inclusion and exclusion criteria (Haddaway & Macura, 2018; Wilson, 1994). Inclusion criteria include features like the ability to work in real-time, the capacity to handle complex event processing, and integrations with popular data sources (e.g. Microsoft Excel, Microsoft SQL Server, Oracle and MySQL). Exclusion criteria include availability, support, cost, licensing and scalability. 19 CHAPTER 2. BACKGROUND 2.2.1 Apache Haddop Multiple technological solutions are available, with different approaches to processing and storing extremely large quantities of data. The most impactful solutions are offered by the Apache Software Foundation, an organisation that provides open-source software, by supporting software project communities and limiting potential legal exposure for their project committers. The most popular framework for Big Data processing and storage is Apache Hadoop. Hadoop is an open-source project by the Apache Software Foundation, with the aim of creating a computing environment built on top of a distributed file system, allowing for large-scale data operations (Zikopoulos et al., 2011, p. 54). It is comprised of two main components, the Hadoop Distributed Filesystem (HDFS) and MapReduce. The HDFS is a data storage and data processing filesystem designed to store and provide access to large amounts of data quickly. HDFS is able to spread files across a cluster of nodes, allowing for redundancy in case of a server failure (Vohra, 2016b, p. 3). MapReduce is a programming paradigm originally developed by Google for performing web page searches across thousands of physically separated machines (Kimball & Ross, 2013, p. 530). This paradigm is comprised of two main tasks, namely the map phase and the reduce phase. The map phase uses one or more mappers to process the input data, while the reduce phase uses zero or more reducers to process the data output during the map phase (Vohra, 2016b, p. 5). Hadoop uses a Java implementation of the MapReduce paradigm, enabling scalability across servers in a cluster. The Apache Hadoop ecosystem is comprised of several projects providing additional functionalities from querying and indexing to streaming and messaging, among more (Vohra, 2016b, p. 3). These include: •Apache Ambari, a suite of tools for provisioning, managing, and monitoring Apache Hadoop clusters •Apache Avro, a data serialization system •Apache Cassandra and Apache HBase as databases •Apache Chukwa, a data collection system for monitoring large distributed systems •Apache Hive, providing SQL-like queries for data aggregation and analysis •Apache Oozie, a workflow scheduler system to manage Apache Hadoop jobs •Apache Flume, a data warehouse for managing large datasets stored in HDFS •Apache Mahout for creating scalable machine learning applications •Apache Pig, a high-level Hadoop programming language 20 CHAPTER 2. BACKGROUND •Apache ZooKeeper, providing coordination services for distributed applications The architecture of the Apache Hadoop ecosystem was represented by (Abualkishik, 2019) in Figure 3. Figure 3: Apache Hadoop ecosystem (Abualkishik, 2019) While Hadoop’s role on Big Data is critical, more sophisticated projects have been arisen, with different approaches and goals. Furthermore, there’s an increasing need to support BI tasks in real-time, in other words, ” make business decisions based on the operational data itself ” (Chaudhuri et al., 2011, p. 90). In the following sections, we will discuss some of the most relevant projects in the Apache Software Foundation ecosystem, including Apache Spark, Apache Kafka, and Apache Flume. 2.2.2 Apache Flume 2.2.2.1 Concept Apache Flume is a framework designed to stream data and collect, aggregate, and move large amounts of data in a distributed environment (Foundation, 2020b). It was initially developed by Cloudera, then acquired by the Apache Software Foundation in 2012 (Hoffman, 2013). Its primary purpose is to ingest event data into HDFS (Hadoop Distributed File System) in a simple and automated manner (Vohra, 2016a). Flume also supports various data reading mechanisms, such as Avro, Thrift, and Syslog (Foundation, 2020a). 21 CHAPTER 2. BACKGROUND 2.2.2.2 Components Apache Flume features three base components (Source, Channel, and Sink) and three additional components (Interceptors, Channel Selectors, and Sink Processors). Source is responsible for data entry, accepting only unstructured events. Channel acts as an intermediary and stores data temporarily before it is sent to the destination (e.g. HDFS). Sink sends the data to its destination. Interceptors modify or inspect events as they are transferred between Source and Channel. Channel Selectors determine which Channel will be used when multiple are available. Lastly, Sink Processors invoke a particular sink from a group of sinks, creating fail-over paths, and providing load balancing. Figure 4 illustrates the architecture when all components are in use. Figure 4: Flume architecture. Adapted from (Foundation, 2020a) 2.2.2.3 Advantages and Disadvantages The advantages of Apache Flume are numerous (John & Misram, 2017). Some main ones include: it is open-source and based on streaming data flows; it can ingest unstructured data; it is highly extensible, available, and horizontally scalable; it offers reliable message delivery; it is economical to install and operate; it has a declarative configuration; and it provides complete documentation with many examples. Disadvantages include not guaranteeing end-to-end reliability or 100% unique messages; scalability is limited; the throughput depends on the backing store; and topology reconfiguration is challenging (EDUCBA, 2020). 22 CHAPTER 2. BACKGROUND 2.2.3 Apache Sqoop 2.2.3.1 Concept Sqoop is a tool for transferring data between relational databases and Hadoop. It is developed by the Apache Software Foundation (The Apache Software Foundation, 2019). It is designed to import and export data between RDBMSs and the Hadoop ecosystem (Arvind, 2012). It has two major components: connectors and drivers. Connectors allow Sqoop to bridge the differences between SQL dialects and optimize data transfer. Drivers refer to the Java Database Connectivity (JDBC) Driver, the standard Java API for accessing RDBMSs and some data warehouses (Vohra, 2016c). Figure 5 shows the basic architecture for Apache Sqoop. Figure 5: Sqoop architecture Apache Sqoop only makes sense when used in the Hadoop ecosystem. Its advantages include full or incremental load, parallel import/export, compatibility with SQL queries, data compression, Kerberos security integration, loading data directly into HIVE/HBase, automated processes, robustness, and regular updates. Disadvantages include its reliance on Java Database Connectivity (JDBC) connections, lack of pause/resume capability, export performance depending on hardware configuration, slow speed due to MapReduce, lack of GUI, and lack of support for certain databases. 2.2.4 Solace PubSub+ Solace Systems, now known simply as Solace, is a Canadian middleware company that manufactures and sells message-oriented devices and software for routing information. It was founded in 2001 by Craig Betts with the goal of incorporating messaging systems into hardware (Corporation, 2020). 23 CHAPTER 2. BACKGROUND Public, and Tableau Reader. Tableau Desktop is a business intelligence application that offers analysis with a simple drag workflow. Tableau Server is an online and mobile business intelligence solution used to publish dashboards with Tableau Desktop and share them throughout an organization. Tableau Online is a hosted version of Tableau Server with storage of 100 Gigabytes for the commercial license. Tableau Public is for people who want to tell interactive data stories on the web. Tableau Reader is a free desktop application to open and view visualizations built in Tableau Desktop. Tableau has many advantages, such as remarkable visualization capabilities, ease of use, high performance, multiple data source connections, thriving community and forum, easy online access, no need for technical or programming knowledge, and quick response for making a dashboard. Its disadvantages include high cost, poor after-sales support, poor BI capabilities, and time and resource-intensive staff training. 2.2.9 Discussion and Conclusions Complex Event Processing (CEP), also known as event or stream processing, is the use of technology to query data before or without ever storing it in a database (Databricks, 2020). CEP systems address the ”velocity problem” of big data, where data is a stream of predefined events. The sliding window approach of CEP systems keeps only a portion of actual data in the main memory, while discarding or archiving old events (JBoss Community Documentation, 2020). This allows for efficient analysis of the most recent events, without having to fit all data into system memory (Liu et al., 2015). CEP is used in various applications such as business activity monitoring, network sensors that monitor industrial facilities, and market data analysis (AIMultiple, 2020). It is mainly used for low latency requirements, high input event volumes, and complex event patterns such as those based on temporal or spatial relationships (Databricks, 2020). Numerous tools for CEP have been introduced and showcased in this section, including Apache Spark and Apache Kafka for streaming processing, and Microsoft Power BI and Tableau Suite for data transformation. Other solutions include Amazon Kinesis Analytics, Apache Flink, Apache Samza, Apache Storm, Hadoop, Microsoft Azure Stream Analytics, and Oracle Stream Analytics (Databricks, 2020). 2.3 Crowdsensing on Smart Cities The emergence of the internet and the Internet of Things (IoT) has led to the development of Smart Cities, which leverage connected devices and data to enhance the well-being of their residents. This paradigm shift has also brought about the idea of crowdsensing, allowing individuals to actively participate in various initiatives, while geofencing enables location-based notifications to be sent to citizens when they’re in proximity to areas of interest. These technological advancements haven’t only evolved to focus on technical aspects but also on their potential to enhance citizens’ quality of life. Consequently, this section aims to conduct a comprehensive review of existing literature, seeking to identify past studies that 30 CHAPTER 2. BACKGROUND have explored the implementation of crowdsensing and geofencing technologies in the context of Smart Cities. The primary objectives of this review are twofold: first, to understand the underlying purpose of incorporating geofences and location-based notifications in smart cities, and second, to examine the strategies and tools utilized to integrate these technologies. To achieve these objectives, a rigorous search process was undertaken, employing the Scopus citation and abstract database. Through this meticulous approach, seventeen papers were selected as pertinent to the discussion and subsequently analyzed. By conducting this review, the intention is to uncover valuable insights into crowdsensing and geofencing technologies in the context of smart cities. The findings from this study will contribute to a deeper understanding of the potential benefits and challenges associated with these technologies, ultimately helping in the development of more efficient and effective smart city initiatives. 2.3.1 Introduction With the continuous growth in urban population and the increasing need for essential community services, the modernization of cities and their infrastructure has become crucial (Kirimtat et al., 2020). Consequently, the concept of Smart Cities has emerged, integrating technological advancements and infrastructure to enhance the quality of life in a sustainable and transparent manner. Smart Cities place particular importance on the domains of Internet of Things and Internet of People due to the constant evolution of related technologies and the growing interest in these areas worldwide, not only among the academic community but also among industry and civil society (Nižetić et al., 2020). The study and development of Smart Cities has garnered significant interest for several years, although initial research primarily focused on technological concepts. More recently, attention has shifted towards a holistic perspective on the associated information systems, emphasizing the quality of life for citizens and the impact of smart technologies on their lives, as well as the social, economic, and environmental sustainability of cities (Ismagilova et al., 2019). One area of notable development within Smart Cities is crowdsensing. Crowdsensing leverages personal mobile devices and their sensors to collect and process information in a distributed and collaborative manner, without imposing more burdens on management or administrative entities. The field of crowdsensing is diverse and has undergone significant evolution, with approaches ranging from collecting sensory data through users’ devices, where citizens contribute to the collective, to providing tailored intelligent information to individual citizens, allowing them to benefit from the collective. In the context of citizens benefiting from the collective, recent works and developments have focused on the utilization of geofences, which are virtual perimeters defined for specific geographic regions. Geofences enable devices and applications to provide citizens with relevant information when they are in proximity to areas of interest (Google, 2022). Incorporating geofences to deliver personalized information sensitive to each citizen’s context, either through mobile applications or notifications, serves as a goal for Smart Cities’ development and implementation, as well as for expanding the user base of crowdsensing. 31 CHAPTER 2. BACKGROUND Therefore, the aim of this section is to explore recent scientific publications that present a comprehensive overview of the current state of development regarding the application of geofencing and smart notification in Smart Cities. The research follows the principles of a systematic review and addresses a main research question: What is the role and purpose of crowdsensing and crowdsourcing, specifically geofences and location-based notifications, in smart cities? 2.3.2 Methodology This review adheres to the Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) statement and checklist, chosen for its wide acceptance within the scientific community in the computer science and engineering field. Following the guidelines provided by PRISMA, the research approach encompasses the following steps (Page et al., 2021a): 1. Identification of research questions and relevant keywords. 2. Creation of a research query. 3. Definition of eligibility criteria to filter and narrow down the articles sample. 4. Analysis of the resulting set of studies and papers. 5. Presentation and discussion of the obtained results. The initial phase of the research was conducted on April 25, 2022, utilizing Scopus as the data source. Scopus was chosen due to its comprehensive coverage of publications, quality assurance, and large repository of scholarly materials. To conduct the bibliographic research, a range of keywords was identified as a starting point. These keywords were applied in the fields of title, abstract, and keywords. To facilitate search organization, the identified keywords were divided into two groups, each combined by a conjunction method. Within each group, the keywords were combined by disjunction. This approach ensures that all documents containing at least one keyword from each group are included in the results. The first keyword group pertains to areas and technical subjects directly aligned with the research topic, such as Smart Cities, Crowdsensing, Smart Notifications, and Location-based Notifications. The second keyword group aims to filter the broader scope of technological aspects, including Information Communication Technology, Information Systems, and Mobile Computing. This grouping strategy helps focus the results within the context of information systems and agents. By implementing the aforementioned search strategy, the following research query was formulated: 32 CHAPTER 2. BACKGROUND ( TITLE-ABS-KEY ( smart AND cities ) OR TITLE-ABS-KEY ( crowdsensing ) OR TITLE-ABS-KEY ( smart AND ”notifications” ) OR TITLE-ABS-KEY ( location AND based AND ”notifications” ) AND ( TITLE-ABS-KEY ( information AND communication AND technology ) OR TITLE-ABS-KEY ( information AND systems ) OR TITLE-ABS-KEY ( mobile AND computing ) )) This research employed a set of exclusion criteria to effectively screen the collected articles and studies for eligibility. Any document that met any of these criteria was excluded from the analysis, ensuring the reliability and relevance of the final dataset. The exclusion criteria were as follows: 1. Publications that were not accessible in Open Access. 2. Publications that were not produced within the last five years (from 2018) or have not yet been fully published. 3. Publications that were not related to the fields of Computer Science or Engineering. 4. Publications that were not categorized as Articles or Reviews/Surveys and were not written in English. 5. Publications that did not primarily focus on the variables studied or were considered irrelevant to the research context. 6. Publications that were not in compliance with the European Union’s General Data Protection Regulation (GDPR). These exclusion criteria were carefully selected to ensure that only high-quality, recent, relevant, and legally compliant publications were included for analysis. By adhering to these criteria, the study aimed to maintain a rigorous and comprehensive approach to its literature review. 2.3.3 Results The initial literature review encompassed a comprehensive search across various bibliographic databases, yielding a total of 14,840 relevant studies. Subsequently, these studies were subjected to a meticulous evaluation against predetermined eligibility criteria. The initial five criteria were applied utilizing the advanced filtering capabilities of Scopus. Thus, a subset of articles and reviews about the domains of engineering and computer science, which satisfied the following extra criteria: namely open accessibility, English language publication, and citation or authorship in the past five years, was derived. Out of the resulting subset comprising 575 studies, a subset of 526 was deemed unsuitable for inclusion due to failure to follow the data extraction, manipulation, privacy, and data protection standards mandated by the European Union. 33 CHAPTER 2. BACKGROUND The remaining 49 studies were subjected to a thorough and comprehensive analysis, entailing a detailed reading of each publication. Only 17 studies were deemed pertinent to the topic of crowdsensing and crowdsourcing applications in smart cities. Specifically, these studies focused on the utilization of geofences and location-based notifications, excluding those developed within the confines of enterprise environments. As a consequence, the remaining 32 studies were deemed irrelevant and therefore excluded from the review. For improved clarity on the overview of the research selection process, Figure 11 presents a PRISMA flowchart delineating the various stages of study screening and selection. Figure 11: PRISMA flowchart - adaptation applied in this study (Page et al., 2021a) Next, a summary of the results found in the review to answer the research questions will be presented. In their comprehensive study, Ande et al. give a thorough overview and reference guide focusing on IoT systems, with particular emphasis on security concerns. The authors demonstrate that the Internet of Things has emerged as a result of advancements in computing, communication technologies, and the Internet, all intertwined with the innate human aspiration to enhance our quality of life (Ande et al., 2020). Amaxilatis et al. contribute to the field by introducing a solution for deploying and managing crowdsensing campaigns and experiments across federated cities in the OrganiCity facility. Through their investigation, the authors conclude that the implemented system affords developers the ability to rectify their campaign design if they identify underperformance, thereby enabling strategic decision-making (Amaxilatis et al., 2018). Cheng et al. propose a collaborative geofence site selection (CGSS) method aimed at assisting city 34 CHAPTER 2. BACKGROUND management entities in designating suitable geofence sites for dock-less shared bikes within urban areas. In this context, geofences are employed to determine optimal locations for renting bicycles and scooters, ensuring maximum user satisfaction with service availability and comprehensive coverage for future expansions of the city (Cheng et al., 2019). In their work, Pánek provides a comprehensive account of the developmental and implementation process of an emotional mapping approach, which serves as a valuable methodology for engaging individuals in map-based dialogues pertaining to the present and future conditions of public spaces, by solely relying on their personal experiences. Pánek concludes that emotional maps, when employed as a crowdsourcing tool, offer a user-friendly environment for social participation, while simultaneously fostering a sense of identity and belonging within specific social groups or communities (Pánek, 2019). Building upon this notion, Fernandes et al. have developed a mobile application-based platform that enables users to obtain pertinent information concerning the existing and forthcoming state of urban areas, while also delivering intelligent notifications equipped with contextual relevance for every individual user. By leveraging the capabilities of a mobile application, the authors have designed a comprehensive solution that caters to the diverse needs and preferences of users seeking real-time updates and personalized information regarding their city’s resources and services (Fernandes et al., 2020). In a similar vein, Foschini et al. introduce ParticipAct, a pioneering mobile crowdsensing technology that harnesses the power of edge nodes to compute potentially hazardous scenarios within crowded environments. Central to this approach is the installation of a sensing client application on users’ smartphones, which enables the collection and transmission of relevant data to a centralized cloud server. At the core of ParticipAct’s functionality lies the notion of targeted sensing campaigns, which are formulated and implemented by researchers and platform administrators. By leveraging edge-enabled mobile crowdsensing techniques, ParticipAct presents a novel solution for identifying and addressing potential crowd-related risks in a timely manner (Foschini et al., 2021). Kousiouris et al. conducted a study that used social network data to identify large crowd concentration (LCC) events. They integrated user data collected from a Smart Transportation platform with social network activity peaks to identify events that could potentially impact the user journey. The results of their research demonstrated that this approach could be particularly beneficial for caregivers of disabled users, enabling them to modify planned journeys to avoid congestion, confusion, and limited mobility circumstances (Kousiouris et al., 2018). Roman et al. proposed a scalable and manageable mobile on-street parking spot identification system as an alternative to stationary sensor methods. The authors developed a supervised learning system that analyzed the structure of sonar traces to distinguish between parked automobiles and road clutter. The system transmitted this information to a central server, which subsequently generated a map of parking occupation. Notably, the authors emphasized the potential for this mobile sensor system to evolve into a crowdsourcing approach, where members of the public could voluntarily install sensors on their vehicles and contribute data. In return, participants could receive reduced parking costs or free access to parking apps as a form of compensation (Roman et al., 2018). 35 CHAPTER 2. BACKGROUND In a different domain, Picaut et al. proposed a novel crowdsourcing-based method for assessing noise environments. They developed a smartphone application and a data infrastructure specifically designed for gathering both physical and perceptual information about the sound environment. The data contributed by each user was used to populate a community database, enabling a more comprehensive representation of the sound environment in terms of spatial and temporal aspects compared to traditional numerical modeling methodologies. This crowdsourcing approach holds promise for enhancing our understanding of noise pollution and developing effective strategies for its mitigation (Picaut et al., 2019). In their study, Hu et al. devised a three-stage Stackelberg game to address the issue of fluctuating participant numbers in the MCS context. To conceptualize the MCS scenario as a sensory data market, the players in the game were categorized into two groups: monthly-pay participants and instant-pay participants. This categorization ensures the continuous contribution of sensory data from participants who pay a monthly fee. Moreover, to preserve fairness within the sensory data market, the game incorporates a secure reward distribution mechanism supported by blockchain technology (Hu et al., 2020). In their comprehensive analysis, Kirimtat et al. critically examined and summarized various smart city projects, with a specific focus on key concepts and strategies for data management. The authors noted a noticeable gap in the literature, specifically the lack of scientific reports on smart floating cities despite their potential as viable candidates for future smart cities. Based on their evaluation of current scientific studies, they concluded that further research is needed to shed more light on this emerging area (Kirimtat et al., 2020). Pilloni provided a detailed overview of the fundamental aspects pertaining to Industry 4.0. In their exploration, they delved into the impact, advantages, and challenges that various technologies such as the Internet of Things (IoT), crowdsourcing and crowdsensing, and big data will have on industrial processes. By examining these technologies and their potential implications, the authors aimed to provide insights into the transformational effects that Industry 4.0 will bring to industrial contexts (Pilloni, 2018). In their study, Yang et al. offer a perspective that presents crowdsensing as a technique wherein many individuals use mobile devices equipped with sensors to share sensory data for measuring, analyzing, or inferring issues of common interest. This approach highlights the potential of crowdsensing to gather and use data from a vast network of individuals (Yang et al., 2019). Shahrour and Xie delve into the role of the Internet of Things (IoT) and crowdsourcing in the development of smart cities. They emphasize the significance of data in smart city solutions and explore how the IoT and mobile crowdsourcing contribute to various applications in smart cities. The authors argue that further collaboration is required between research focused on smart city technologies centered on the IoT and research centered on citizen participation through crowdsourcing in order to fully realize the potential of smart city development (Shahrour & Xie, 2021). L. Wang and Alexander narrow their focus to the recruitment of citizens through social networks for crowdsensing projects. They recognize that citizen engagement is pivotal to the success of such projects and investigate strategies for effectively involving citizens in crowdsensing initiatives. This area of study highlights the importance of citizen participation and its impact on the outcomes and effectiveness of 36 CHAPTER 2. BACKGROUND crowdsensing projects (L. Wang & Alexander, 2019). Ismagilova et al. adopt an Information Systems perspective to discuss various aspects of smart cities, including smart mobility, smart living, smart environment, smart citizens, smart government, and smart architecture. They analyze existing research findings on these topics and shed light on the potential shortcomings and future possibilities within the field of smart cities. This comprehensive analysis contributes to a deeper understanding of the different dimensions and applications of smart cities (Ismagilova et al., 2019). Nižetić et al. review and discuss the Internet of Things (IoT) and its potential, challenges, and concerns in the context of building smart and sustainable futures. The authors aim to enhance the understanding of both the technological advancements in IoT application domains and the environmental implications associated with the increasing use of IoT products. This review provides valuable insights into the current state and potential future directions of IoT technologies about sustainability and environmental impact (Nižetić et al., 2020). 2.3.4 Discussion This subsection aims to analyze and expound upon the discoveries attained through the review of the literature. The initial subsection elucidates the pivotal role and purpose of crowdsourcing, specifically regarding geofences and location-based notifications, within the context of smart cities. By outlining the fundamental principles and significance behind these mechanisms, a comprehensive understanding of their practical applications in urban environments is presented. Moving forward, the following subsection elucidates the strategies and tools that have already been devised and utilized for the seamless integration and implementation of crowdsourcing mechanisms in the functioning of smart cities. By examining the methodologies adopted and the technological resources employed, an in-depth examination of the successful realization of crowdsourcing endeavors within urban contexts is expounded upon. Lastly, the subsequent subsection focuses on the ways in which crowdsensing implementations can significantly enhance the lives of citizens residing in smart cities. This entails exploring the potential improvements in various aspects of citizens’ lives, while simultaneously highlighting the necessary measures to actively engage citizens as contributors in the crowdsourcing process. Through this exploration, the potential benefits and citizen empowerment associated with crowdsensing initiatives within a smart city setting are brought to the forefront. 2.3.4.1 Role and Purpose of Crowdsensing and Crowdsourcing According to Pilloni, Mobile Crowdsencing (MCS) encompasses both mobile crowdsensing and mobile crowdsourcing (Pilloni, 2018). Mobile crowdsensing entails the use of mobile sensors to gather data from diverse sources, while mobile crowdsourcing requires users to fulfill specific tasks, often involving the 37 CHAPTER 2. BACKGROUND provision of feedback. The integration of MCS has found extensive application in various domains such as smart cities, personal health care, and environmental monitoring (Hu et al., 2020). Regarding its significance and purpose within smart cities, relevant literature suggests that crowdsensing plays a vital role in facilitating the collection and dissemination of a large volume of data. This data enables the tracking of citizen habits and movements within an urban environment (Amaxilatis et al., 2018; Foschini et al., 2021). Furthermore, crowdsourcing initiatives have been recognized for encouraging both active and passive participation from citizens in the collection of data pertaining to the functioning of the city, its amenities, quality of life, and the environment (Shahrour & Xie, 2021). The development of mobile crowdsensing and crowdsourcing technologies offers a promising avenue for constructing economical and high-fidelity monitoring systems tailored for urban infrastructures, services, and the environment. This integration holds immense potential to hurry the implementation of smart city initiatives, while also facilitating the collection of valuable insights from citizens. By garnering the ideas and sentiments of individuals, these innovative approaches enable a comprehensive examination of the true impact of smart city projects on the quality of life experienced by the inhabitants (Foschini et al., 2021; Shahrour & Xie, 2021; Yang et al., 2019). 2.3.4.2 Strategies and Tools The development and integration of mechanisms for crowdsensing and crowdsourcing in smart cities are of the utmost importance to effectively harness the power of collective intelligence. In this regard, various strategies and tools have been identified in the analyzed papers, which are considered to be highly relevant (as shown in Table 2). One notable solution for deploying and managing crowdsensing campaigns, as proposed by Amaxilatis et al., offers a valuable feature that allows developers to adapt and improve their campaign design if they observe any underperformance (Amaxilatis et al., 2018). This capability enables continuous refinement and optimization of the crowdsensing process, ensuring the collection of high-quality data. In contrast, the approach put forth by (Pánek, 2019) not only facilitates the collection of data but also empowers members of the community by encouraging them to think spatially about their surroundings (Pánek, 2019). By enabling individuals to map their opinions, perceptions, and feelings, this approach fosters a sense of belonging to a community and promotes active citizen engagement in shaping the development of smart cities. Overall, these strategies and tools contribute to advancing the implementation and integration of crowdsensing and crowdsourcing mechanisms in smart cities, leading to more efficient and citizen-centric urban management. 2.3.4.3 Leveraging Crowdsensing and Activating Citizen Engagement Mobile crowdsensing (MCS) has emerged as a promising approach to enhancing citizens’ daily lives and providing urban civilizations with new perspectives (Capponi et al., 2019; Nižetić et al., 2020). In the 38 CHAPTER 2. BACKGROUND Table 2: Strategies and tools used to implement and integrate mechanisms of crowdsensing and crowdsourcing in smart cities(R. Miranda et al., 2022). Authors(s)/Article Strategies/Tools Amaxilatis et al. (Amaxilatis et al., 2018) A tool to assist individuals organizing crowdsensing campaigns in precisely defining their desired input from participants in such endeavors. Pánek (Pánek, 2019) The emotional mapping methodology enables both individuals and municipalities to engage in a map-based conversation about the present and future conditions of public spaces, drawing from their personal experiences in those areas. context of smart cities, MCS enables citizens not only to interact and engage with various services but also to actively contribute data through crowdsensing (Ismagilova et al., 2019). The availability of more information leads to more comprehensive conclusions and the creation of high-quality data sets (Foschini et al., 2021). Thus, understanding how to effectively recruit citizens and incentivize their data contributions has become a crucial research topic for the success of MCS programs (Capponi et al., 2019; L. Wang & Alexander, 2019). Capponi et al. identified several application domains where MCS can significantly improve the quality of life in smart cities. These domains include emergency management and prevention, environmental monitoring, health care and wellbeing, e-commerce, indoor localization, intelligent transportation systems, mobile social networks (MSNs), public safety, unmanned vehicles, urban planning, waste management, and Wi-Fi characterization (Capponi et al., 2019). To engage many citizens as active contributors, various strategies have been proposed. Table 3 presents the most relevant strategies identified in the literature. These strategies focus on leveraging social incentives, such as reputation systems and gamification, financial incentives, cognitive and emotional incentives, and altruistic motives (Capponi et al., 2019). In the studies examined, a consensus among the authors was reached regarding the positive impact of crowdsensing initiatives on enhancing the quality of life in smart cities. Moreover, the literature outlined various application domains that hold significant potential for mobile crowdsensing to exert its influence. Furthermore, the literature delved into the strategies employed to actively engage citizens as contributors in such initiatives. Notably, methods were identified that leverage gamification techniques, wherein sensing tasks are transformed into interactive games, thereby incentivizing participation. Additionally, offering services or monetary rewards in exchange for data contributions emerged as viable tactics in motivating individuals to participate. It is widely acknowledged among the authors that the success of any crowdsensing implementation hinges upon securing the involvement of many individuals. Overall, the literature attests to the manifold benefits that can be derived from the integration of crowdsensing initiatives within smart cities. The strategies put forth in the literature offer insightful guidance on fostering citizen engagement, thereby bolstering the efficacy of crowdsensing efforts. 39 CHAPTER 2. BACKGROUND machine learning systems. The system proposed by the authors encompasses two stages, with the first stage utilizing Hierarchical Temporal Memory (HTM) and the second stage enabling real-time flow processing and providing unsupervised predictions. The results of the study demonstrate that the proposed system surpasses logistic regression in terms of classification accuracy, recall, precision, and area under the receiver operating curve (El-Ganainy et al., 2020). Shehab et al. tackle the improvement of health monitoring systems through the adoption of IoTenabled devices in diverse environments, such as smart homes and smart hospitals. These systems necessitate a dynamic analysis of critical patient flows, such as electrocardiogram (ECG) flow. The researchers’ findings highlight that a per-user scheduler effectively resolves resource limitations of Fog Computing nodes and maximizes the utilization of the Fog Computing infrastructure, thereby facilitating the safe expansion of the system up to twice its original capacity (Shehab et al., 2021). Meanwhile, Alharbi et al. propose an innovative real-time heart rate prediction system designed to aid doctors and patients in anticipating heart rate risks in real-time. The system consists of two phases: an offline phase aimed at developing the model using various prediction techniques to identify the approach yielding the smallest root mean square error, and an online phase employing Apache Kafka and Apache Spark for advanced prediction of heart rate based on the optimized model (Alharbi et al., 2021). In a study conducted by Saleh et al., a system for predicting systolic blood pressure in real time was explored. The system utilized both offline and online modes, employing deep learning models and Apache Kafka and Apache Spark, respectively. The offline mode involved training several deep learning models to minimize the root square error, while the online mode utilized the best deep learning model and streamed time series data from the systolic blood pressure system. The researchers found that the BI-LSTM model with three hidden layers demonstrated the best performance (Saleh et al., 2021). Another study by Thanh et al. focused on the development of an Internet of Health Things (IoHT) platform specifically designed for the healthcare environment. The platform utilized a brokerless, microservices architecture and placed significant emphasis on data collection, users and device management, and remote device control. To address various challenges, such as limited processing capacity, power savings, data collection speed and accuracy, security mechanisms, and scalability, real-time alerts for the medical team were incorporated into the IoHT platform. The authors concluded that the proposed platform performed effectively, with no errors and unaffected by geographical distance (Thanh et al., 2021). Afreen Banu and Rajamani designed an IoT-based multisensory online vital monitor, named VITALS, for bedside monitoring of physiological parameters including heart rate, body temperature, blood pressure, and peripheral oxygen saturation. The system extracted vital signs at regular intervals and transmitted them to a Big Data analytics system over Wi-Fi for further analysis. Various technologies, such as Apache Kafka, Apache Spark, Hadoop Distributed File System (HDFS), Spark SQL, Hive, and Matplotlib, were utilized to collect live data streams, categorize vital signs, archive data for long-term storage, and enable caregivers to access and visualize relevant information. The authors also developed a mobile application. According to the authors, the proposed system offers enhanced care solutions, particularly for individuals with limited access to care services (Afreen Banu & Rajamani, 2023). 46 CHAPTER 2. BACKGROUND F. Hassan et al. introduced a system that leveraged machine learning streaming models, specifically streaming linear regression with stochastic gradient descent (SGD), to analyze streaming integrity data events received via Kafka threads. The system was tested on both historical medical datasets (diabetes, heart disease, and breast cancer) and generated datasets simulating wearable medical sensors. The experimental results demonstrated the system’s ability to learn online and update the model as new data arrived, taking into account the window size (F. Hassan et al., 2020). 2.4.3 Conclusions and Future Work Healthcare environments are widely acknowledged for their complexity and high levels of stress, particularly due to the critical nature of the situations involved. Thus, it is imperative to leverage technological advancements to identify potential events and scenarios and to notify all relevant stakeholders in a timely manner. This holds true not only for hospitals but also for other health institutions. One such technology that has gained significant attention is Big Data, which enables the use of extensive data collected from past patients to gain knowledge and insights. However, the power of Big Data is magnified when combined with real-time information processing approaches. By integrating these two technologies, medical professionals can receive immediate notifications when novel events occur, enabling them to take swift action. To gain a comprehensive understanding of the current state-of-the-art in real-time information processing technologies in the healthcare sector, a systematic review was conducted. This systematic review strictly adhered to the guidelines provided by the PRISMA 2020 statement, which facilitates the accurate reporting of systematic reviews. The primary source of documents used for this review was the Scopus database, renowned for its comprehensive collection of academic and professional literature. Through this rigorous review process, the aim was to not only explore the existing technological landscape in real-time information processing in healthcare but also to identify gaps and potential areas for future research and development. By shedding light on the current advancements and challenges in this domain, our findings will contribute to the ongoing efforts in improving healthcare delivery and saving more lives. 2.5 Interoperability and Semantics Interoperability can be summarised as the ability of various systems, devices, and software applications to communicate and exchange information with each other seamlessly, while semantics refers to the meaning of language constructs, as opposed to their form (syntax) (Oliveira, Miranda, Hak, et al., 2021). Semantics describes processes a computer follows when executing a program in a specific language by describing relationships between input and output or explaining how a program will be executed on a certain platform (Techopedia, 2018). 47 CHAPTER 2. BACKGROUND Interoperability and semantics are crucial for real-time information because they ensure that data are captured, stored, and transmitted accurately, consistently, and efficiently. With interoperability, real-time information can be seamlessly exchanged between different systems and platforms without the need for complex and time-consuming manual processes, enabling organizations to make timely and informed decisions based on up-to-date data. Semantics, on the other hand, ensures that data are interpreted correctly and in the right context. This is important because real-time information is often highly timesensitive and can have significant implications for business operations and decision-making. To ensure data quality in real-time information, organizations must establish robust frameworks that include data quality controls, data standards, and data validation processes. They must also invest in technologies that ensure interoperability, such as APIs, service-oriented architectures, and data integration platforms. In this section, the importance of interoperability and semantics in real-time information systems, as well as quality in real-time information systems are discussed. To further illustrate the importance of these concepts, the importance of interoperability and semantics in the healthcare and manufacturing sectors are also discussed. Furthermore, openEHR, a widely used open-source standard for interoperability in healthcare is presented. 2.5.1 Data Quality in Real-Time Information Systems Data quality was refered about ”data that are fit for use by data consumers”(R. Y. Wang & Strong, 1996). It can be characterized by its accuracy, completeness, consistency, and reliability (Analide et al., 2011). In real-time information systems, data quality is particularly critical, as decision-makers rely on timely and accurate data to make informed decisions. Data quality is important for real-time information systems because it affects the decisions made by the users of the system. However, if the data are inaccurate or inconsistent, the decisions made may not be the best, possibly impacting the organization. This can be exemplified in the healthcare sector, where the quality of data can lead to wrong diagnoses, and have a significant impact on the patient’s health (Duarte et al., 2010). Thus, data quality is important for real-time information systems as it ensures accurate decisionmaking, trust in the system, efficient operations, improved data analysis, and reduced costs. Organizations must prioritize data quality to maximize the benefits of real-time information systems, by implementing data validation, data cleansing, and data standardization solutions, and commit to a culture where data quality is important at all levels of the organization (Kimball & Ross, 2013). An ETL system should have a data cleansing system to ensure that the data are accurate and consistent. A data clensing system is a process that identifies, captures, and corrects inaccurate, incomplete, or inconsistent data in a data warehouse. This subsystem should be able to identify and correct data quality issues, such as missing values, duplicate values, and inconsistent values, include requirments for 48 CHAPTER 2. BACKGROUND source systems and integrations to supply better data, and give descriptions of quality issues expected to be encontered (Kimball & Ross, 2013). Another important aspect of data quality is data standardization. Data standardization refers to the process of defining and imposing a consistent format, structure, and quality requirements on the data within an organization (He et al., 2019). This standardization process ensures that data are reliable, accurate, and consistent across all systems and departments within an organization. Furthermore, data standardization enhances data sharing and integration across different systems and platforms, enabling organizations to merge and leverage their data, to make data-informed decisions, and improve their operational efficiency and effectiveness. Thus, data standardization is an important aspect of interopability in real-time information systems, as a set of standards would be required to ensure that data are interpreted correctly and in the correct context in all applications (He et al., 2019). Examples of data standardization include formatting dates, times, and temperatures in a consistent manner, using standardized codes for data elements, and using common naming definitions (Kimball & Ross, 2013). More steps to ensure data quality in real-time information systems include the establishment of data governance policies that define who handles data quality, what policies to follow, and what checks to perform; the development and maintainance of data dictionaries that define the structure of the data, its meaning, and its context. 2.5.2 Interoperability in Healthcare Information technology systems are changing the healthcare sector, from the discovery of cures for diseases and the development of new treatment techniques to the improvement of patients’ diagnoses and the enhancement of effective health care delivery (Brito et al., 2019). From health centers to large-scale hospitals, the increased use of IT approaches in clinical procedures is improving the patients’ quality of care, as well as optimizing the health institution’s resources (Cardoso et al., 2014; Duarte et al., 2011; Neves et al., 2018). Furthermore, healthcare institutions are now understanding the value and impact data can have in the patient’s quality of care. This extremely important asset is mostly used for operational record and clinical decision making. Consecutively, the next generation of healthcare services will employ IoT devices, equipped with sensors and wireless connections, gathering large amounts of data (Oliveira, Miranda, Hak, et al., 2021). However, as healthcare units keep growing, so does the complexity of their medical and information technologies, increasing the possibility of medical errors (M. Miranda et al., 2009). Thus, interoperability is an imperative when developing and integrating software solutions, allowing the exchange of important data, and initiate actions between different products without any additional effort on the user (Cardoso et al., 2014). As expected, data standards are vital for interoperability in healthcare, as they define the format and structure of clinical data, and ensure that they’re interpreted correctly and in the correct context in all applications (He et al., 2019). International organizations are developing standards and guidelines for 49 CHAPTER 2. BACKGROUND electronic health records to support the exchange, integration, and retrieval of electronic health information. However, achieving semantic interoperability (Oliveira, 2018), which involves agreements on standards, information models and terminologies, is the most difficult level. This level should initially be implemented in priority clinical areas of high relevance to patient safety. Some of the most widely used data standards in healthcare include HL7, DICOM, and SNOMED CT (Cardoso et al., 2014). Health Level 7 (HL7) is a set of international standards for the exchange, integration, sharing, and retrieval of electronic health information. It is a messaging standard that ensures standardized communication between different healthcare systems, Electronic Health Record (EHR) systems, and other healthcare-related systems (HL7 International, 2023). Its name is derived from the highest level of the ISO communications model for Open Systems Interconnection (OSI) model, the application layer. The main objectives of Health Level 7 (HL7) are to develop an open and extensible framework for healthcare data exchange that can integrate various healthcare applications and systems, to improve healthcare outcomes by promoting interoperability and data sharing among disparate systems, and to standardize the exchange of electronic health information to improve patient care, reduce waste and increase efficiency (M. Miranda et al., 2009). Furthermore, its Fast Healthcare Interoperability Resources (FHIR) specification combines the best features of HL7 with the latest web technologies to create a modern, flexible, and scalable framework for healthcare data exchange (HL7 International, 2023). HL7 defines standards for the exchange of various types of patient-related data, including laboratory results, clinical observations, demographics, diagnoses, and treatment plans, among other things. HL7’s focus on standardization also plays an essential role in ensuring seamless and efficient health data exchange among healthcare providers, patients, or researchers. The Digital Imaging and Communications in Medicine (DICOM) standard is a set of international standards that helps to regulate storage, communication, retrieval and display of medical images and associated data. DICOM aims to ensure that medical images and information can be communicated and shared across various medical devices and systems. It is a standard that helps to regulate storage, communication, retrieval and display of medical images and associated data. It is an essential tool used in medical imaging, particularly in radiology, cardiology, and oncology (Ferreira, 2018). SNOMED Clinical Terms (CT) is a comprehensive clinical terminology system used to describe and identify various medical concepts, terms, procedures, and diagnoses in clinical practice. The SNOMED terminology is developed by SNOMED International, a non-profit organization, with the aim of standardizing and improving communication between healthcare professionals, researchers, and patient care systems globally (Alahmar & Benlamri, 2020). It does this by providing a standardized language that ensures accurate and consistent patient data recording, sharing, and analysis across healthcare settings, resulting in safer, efficient, and cost-effective healthcare delivery. SNOMED is a structured system designed for Electronic Health Record (EHR) and is used extensively throughout the clinical domain. It is a hierarchical taxonomy, with a tree structure and concepts organized by related features, based on an ontology of healthcare concepts that is both detailed and comprehensive. SNOMED has many advantages over other medical coding systems, including its ability to handle ambiguous and evolving terminology, to 50 CHAPTER 2. BACKGROUND support multilingual descriptions of medical concepts, and to allow for the ease of multi-axial classification of concepts (Shafqat et al., 2020). In addition, SNOMED is a standardized terminology used across countries, which allows for sharing and comparison of clinical data on an international level. openEHR is an open-source standard for Electronic Health Records (EHRs), created with the aim of providing a flexible and standardized way of capturing, storing, and exchanging health data (openEHR Foundation, 2021). The standard is based on the principles of semantic interoperability, modularity, and extensibility, which allows for the creation of clinically relevant health information models that can be used across different healthcare settings (Li & Tsui, 2020). The architecture of openEHR is designed around a set of archetypes and templates, which define the structure and content of the health data (Hak, Oliveira, et al., 2020). The archetypes describe clinical entities, such as a diagnosis or medication, providing a standard definition of their attributes, relationships, and constraints. The templates define how the archetypes are combined to create a specific clinical document or data structure. Both archetypes and templates are created using a domain-specific language, known as the Archetype Definition Language (ADL) (Hak, Guimarães, et al., 2020). The architecture of openEHR is divided into three layers: the reference model, the archetype model, and the service model. The reference model defines the core data structures and operations for representing clinical data, including the composition, which is the container for clinical information (Alves et al., 2019; Oliveira, Miranda, Leuschner, et al., 2021). The archetype model defines the clinical knowledge and semantics of the data that make it possible to represent a wide range of clinical scenarios in a standard manner. The runtime environment implements the reference and archetype models, providing an interface for capturing, storing, and exchanging health data(Brandão et al., 2016; The openEHR Foundation, 2015). Figure 13 presents a diagram illustrating the openEHR specification. The openEHR standard provides guidelines and open specifications at clinical and software implementation levels, and can be used to build information and interoperability solutions for healthcare (Meredith, 2021). It has been deployed on several national healthcare systems and hospitals, including the Ministry of Health at the Republic of Slovenia, with more than 85% of Slovenia’s national heath data saved on the openEHR format (Better, 2021). In Portugal, the openEHR has been used during the COVID-19 pandemic, interoperating with the institution’s legacy information systems, with the aim of responding to the pandemic’s evolution (Oliveira, Miranda, Hak, et al., 2021; Oliveira et al., 2020). The integration of openEHR in a pandemic had demonstrated its versatility on existing systems. 2.5.3 Interoperability in Manufacturing Manufacturing is a complex process that involves the integration of different systems and technologies. Whren these components work together, they can allow for innovative and efficient manufacturing processes, and achieve a high level of efficiency and productivity. One of the primary benefits of interoperability in Manufacturing 5.0 is that it facilitates real-time data collection and analysis (Demir et al., 2019). By integrating various sources, manufacturers can gain a better understanding of their operations and 51 CHAPTER 2. BACKGROUND Figure 13: openEHR specification. Adapted from (The openEHR Foundation, 2015) identify areas where they can improve their efficiency and profitability (Lu, 2017). For instance, data collected from sensors embedded in various machines and systems can be analyzed to detect patterns and identify anomalies (Mujahid Ghouri et al., 2021). This can help manufacturers optimize their production processes, reduce waste, and improve quality control. Another important aspect of interoperability in Manufacturing 5.0 is the ability to integrate various systems and technologies into a single, cohesive network. By integrating these systems, manufacturers can reduce their reliance on manual processes and improve the accuracy and speed of their operations. This is particularly important in complex manufacturing environments where the use of multiple systems and technologies is common. By leveraging interoperability, manufacturers can streamline their operations and reduce the risk of errors and delays. Several technologies and solutions are used to achieve interoperability in manufacturing, including Industrial Internet of Things (IIoT), cloud computing, Artificial Intelligence (AI), and edge computing. The Industrial Internet of Things (IIoT) is a network of interconnected devices, sensors, and systems that communicate with each other to share data and insights (Doyle-Kent & Kopacek, 2020). By leveraging IoT technologies, manufacturers can gain real-time insights into their operations, automate various processes, and optimize their production processes (Thanh et al., 2021). IoT technologies enable the seamless integration of different systems and technologies, making it easier for manufacturers to innovate and improve their operations. Other important technologies that enable interoperability in Manufacturing 5.0 include cloud computing and edge computing (Salesforce, 2020). Cloud computing involves the delivery of computing 52 CHAPTER 2. BACKGROUND resources, including software, storage, and processing power, on -demand over the internet (Runsewe & Samaan, 2021). These resources are provided by a third-party vendor who hosts and manages them, enabling organizations to access them from anywhere in the world with an internet connection. Cloud services can be used to store and analyze data from various sources, making it easier for manufacturers to access the insights they need to make more informed decisions (Thames & Schaefer, 2016). In contrast, edge computing, also known as fog computing or edge analytics, is a distributed computing framework that uses resources closer to data sources for efficient data processing and analysis (Elhadad et al., 2022). Edge computing can play a vital role in achieving interoperability by enabling faster and more efficient data processing, analysis, and decision-making, thereby facilitating the exchange of information between different devices and systems (Firouzi et al., 2022). Thus, interoperability is a critical aspect of manufacturing 5.0, allowing manufacturers to integrate different systems, devices, and machines to improve their operations and gain a competitive advantage. However, achieving interoperability is often challenging because of the complexity and heterogeneity of manufacturing systems, which use different protocols, interfaces, and data formats. Technologies that enable interoperability, such as IoT, cloud computing, and edge computing are essential to realizing the full potential of Manufacturing 5.0 and achieving its benefits. 53 3 Case Studies This chapter provides an overview of the use cases for real time information processing in a distributed computing environment. This chatper will discuss the challenges of designing, deploying and managing efficient and reliable real-time systems, and how developers can use such systems to support various types of applications from business intelligence to analytics, stream processing and data warehousing, and from IoT to edge computing. A discussion of the different approaches for designing and deploying a real-time system will be presented, along with the associated best practices. Finally, it will explore the potential of using real time systems for different types of applications, as well as the potential risks and challenges associated with their implementation. 3.1 Bosch and the Factory of the Future 3.1.1 Introduction Bosch Car Multimedia is a division of Robert Bosch that specializes in developing and manufacturing electronic components for vehicles aimed at enhancing the driving experience and providing better connectivity. Bosch Car Multimedia has factories in various parts of the world, including Thailand and Portugal. The products and services offered by Bosch Car Multimedia include infotainment systems, navigation systems, instrument clusters, as well as telematics solutions to enable smart vehicle communications and connectivity to the internet. Industry 5.0 is the latest wave of technological advancement in the manufacturing industry. It is characterized by the integration of physical manufacturing systems with intelligent networks and real-time information processing. Adopting Industry 5.0 technologies offers many advantages for the manufacturers, such as increased efficiency, higher productivity, quicker decision-making, better quality control, and reduced waste. Manufacturers like Bosch can benefit from Industry 5.0 as it would allow them to streamline their manufacturing processes, improve product quality, and increase their competitive edge in the market. By integrating data analytics, machine learning, and other intelligent technologies into its operations, Bosch could leverage real-time information processing to optimize its production line, reduce 54 CHAPTER 3. CASE STUDIES downtime, and respond to changing market demands. In this context, the Factory of Future project has emerged, resulting from the collaboration between Bosch Car Multimedia in Braga, Portugal, and the University of Minho. This project was composed of five subprojects and their lines of research, namely Quality Control, Logistics, Production Process, Industrial Operations Management, and Business Intelligence. Thus, the Factory of Future project has generated scientific and technological advances that have translated into a suite of processes, systems, and tools, offering a high level of flexibility and quality, as well as competitive costs to the main operations related to different phases of Industry 5.0 initiatives. This case study corresponds to the P55 subproject, titled ‘Real Time Information Processing’. The architecture and scope of the Factory of Future project is showcased in Figure 15. Figure 14: Factory of Future project scope & architecture 3.1.2 Methods The production lines of Bosch Car Multimedia in Braga were deployed with Bosch XDKs and telemetry to gather data from various devices across their organization. Bosch Cross-Domain Development Kits (XDKs) are a development kit that offers a comprehensive range of sensors and functions for Internet of Things (IoT) applications. It is a versatile platform that enables developers to create applications for a variety of different use cases, from Industrial Internet of Things (IIoT) to smart city projects. The devices come equipped with a wide range of sensors, including temperature, humidity, pressure, acceleration, magnetometer, and gyroscope, as well as a light sensor. Additionally, the kits have built-in Wi-Fi and Bluetooth connectivity, as well as a MicroSD card slot for data storage. To manage this influx of data, they are utilizing Solace PubSub for an efficient and scalable data distribution. With Solace PubSub, 55 CHAPTER 3. CASE STUDIES Solace PubSub to Spark and Druid. Data from Redis, received through the developed data standardizer, is processed and stored in ingested into Druid or dispatched to Laravel Echo to alert users. Furthermore, Spark processes all the data from MySQL (historical data) and Redis (real-time data). Spark is used to perform data analysis and machine learning. Jupyter is deployed to execute Python scripts that process the data on Spark. To automate the streaming of data from Spark to Druid, a Kafka instance was deployed. Bosch has developed multiple use cases for Complex Event Processing and established rules for each use case, which trigger a set of actions when verified. The actions performed are sent as alerts to managers with information about the production line and equipment, along with a description of the alert generated. All proposed use cases were successfully implemented, requiring no significant data transformations as the data was already in a clean, usable format. UC1 focuses on identifying high energy consumption in equipment that is active but not in production or maintenance. UC2 deals with identifying shared display mismatches that can be reused, reducing waste in the process, while UC3 aims to detect and quantify gap filler waste and estimate its occurrence. These use cases can generate alerts that are sent to the web application, notifying users in real-time. The following figure shows the transformation that was done to the data gathered in real-time. Figure 21: Real-time ETL process 3.1.3.4 Ontologies In this project, ontologies were used in two ways, one about knowledge about factory data and the other regarding an invention report. Two specific types of ontological representations are of particular interest to the outcomes achieved, namely relationship charts and instance graphs. Relationship charts are graphical tools that allow users to view the relationships between two or more classes, with shading increasing, according to the amount connections between classes. The number of connections for each class is also displayed. Figure 22 shows a relationship chart for the ontology developed for this project. 62 CHAPTER 3. CASE STUDIES Figure 22: Relationship chart On the other hand, an instance graph is a graphical tool that allows users to view the values of each class for each instance. To improve the state of ontologies, all attributes have data types, and two new classes have been built. Measurements and maintenance orders have been added to enhance the connection with the CEP system. An instance graph for the ontology created for this project is shown in Figure 23. 63 CHAPTER 3. CASE STUDIES Figure 23: Instance graph As a result, the graph of relationships was obtained, which blends the features of a relationship chart and an instance graph, resulting in the depicted figure. 64 CHAPTER 3. CASE STUDIES Figure 24: Entity relationship graph Mid-July of 2021 marked the start of the development of the Ontology Invention Report, a collaborative effort between the University of Minho and the Bosch Car Multimedia teams, with each organization sharing equal copyright of the proposed invention. The aim behind the creation of the report was to showcase a novel technology for data processing within an industrial context. Over six months were spent ideating and drafting the report, which was finally approved for submission by both teams in November. Upon receiving the document, Bosch relayed in December that their legal team would be reviewing it for a potential patent submission. The report underwent several phases, which included outlining the specifics of the product’s intended purpose, researching inventions and technologies similar to the proposed invention, carrying out patent searches using relevant keywords, making incremental improvements via feedback and suggestions from both teams, executing proposed improvements to enhance the innovation’s agility and robustness, reviewing and analyzing the final proposal, and developing a functional prototype. 65 CHAPTER 3. CASE STUDIES 3.1.4 SWOT Analysis An intenal and external SWOT analysis was performed to assess the developed system’s internal strengths and weaknesses, as well as the external opportunities and threats. •Strengths –The sensorial ETL system can capture and analyze large amounts of data in real-time, allowing for rapid decision-making and increased efficiency. –The system can detect even the slightest changes in environmental and operational factors, leading to early detection of potential issues or opportunities for improvement. –Industry 5.0 environments prioritize the integration of advanced technologies like sensorial ETL systems, meaning there is significant market demand and potential for growth. –The system can be customized and optimized to meet the specific needs of different industries and organizations. •Weaknesses –Implementing a sensorial ETL system requires significant investment in hardware, software, and training, making it difficult for some organizations to adopt. –The system is only as effective as the sensors and data it relies on, meaning there is a risk of inaccurate or incomplete data leading to faulty analysis. –Depending on the level of automation and data analysis, there may be concerns around data privacy and security. –The implementation of a sensorial ETL system may be seen as disruptive or overcomplicated by some employees or stakeholders, leading to resistance or reluctance to adopt. •Opportunities –The increasing demand for Industry 5.0 solutions and advanced technologies presents significant growth opportunities for companies offering sensorial ETL systems. –As more organizations prioritize sustainability and energy efficiency, there is potential for sensorial ETL systems to help identify areas of improvement and reduce waste. –The system can be integrated with other technologies like artificial intelligence and machine learning to create even more advanced analysis and predictive capabilities. –There may be opportunities to partner with other organizations or industries to develop customized applications or solutions for specific use cases. •Threats 66 CHAPTER 3. CASE STUDIES –The rapid pace of technological change means that newer or more advanced systems may emerge and replace sensorial ETL systems. –There is potential for data breaches or other security issues, which could lead to damaged reputation and loss of trust among customers. –Depending on the industry or application, there may be regulatory barriers or standards that must be met in order to implement a sensorial ETL system. –Some organizations may choose to rely on more traditional data collection and analysis methods, making it difficult to convince them of the value of a sensorial ETL system. 3.1.5 Conclusions The fourth industrial revolution (Industry 4.0) was the beginning of a massive digital transformation for companies across the globe. Now, with the emergence of Industry 5.0, manufacturing companies are set to experience an even greater wave of technological advancements. The focus of Industry 5.0 is on the interaction between humans and machines. While still utilizing the latest technologies like artificial intelligence and machine learning, Industry 5.0 aims to keep the human touch on the manufacturing process. This approach emphasizes the importance of real-time data and its role in decision-making, supply chain management, and quality control. This paradign aligs with Bosch Car Multimedia’s vision of creating intelligent solutions that enable drivers and passengers to interact with vehicles in the most intuitive way. To stay ahead of the competition, Bosch Car Multimedia proposed the development of a real-time information processing approach that enables continuous analysis of data. A sensorial Extract, Transform, and Load (ETL) system was developed to collect and process data from various sources, including sensors, and transform it into a unified format that provides valuable insights into the manufacturing process. By accessing real-time data, Bosch Car Multimedia can detect and address issues as they arise, rather than waiting for them to become bigger problems. This allows the company to improve its quality control and reduce the cost of production significantly. It also enables businesses to better understand customer preferences and adjust production to meet demand. In regard to the main research questions posed at the beginning of the project, the developed platform can increase the manufacturing process’s efficiency, productivity, and quality by providing real-time alerts that can be used to detect and address issues as they arise. It can also improve safety and sustainability by reducing the amount of waste produced and the amount of energy consumed during the manufacturing process. In addition, the developed web application can be used to visualize production lines in real-time, providing a comprehensive overview of the manufacturing process. For future work, the developed platform can be extended to include a wider variety of sensors, and video analytics could also be used to detect and classify defects in the manufacturing process. In addition, more sophisticated machine learning models can be developed to predict future trends and improve the 67 CHAPTER 3. CASE STUDIES quality of the products being manufactured. Finally, the platform can be integrated with other systems to provide a comprehensive view of the factory. 3.2 Crowdsensing on Smart Cities using Geofenced Notifications 3.2.1 Introduction Smart cities are one of the latest trends in urban development. Using technology and innovations, smart cities can give higher efficiency and better living standards for its citizens. With features that include public transportation, waste management, and energy consumption, smart cities aim to offer a more sustainable and reliable living environment to those living in urban areas. One aspect of smart cities that is gaining more attention is crowdsensing. Crowdsensing involves collecting data through various sensors and devices, including smartphones, to detect and interpret information about the environment. This information can include traffic congestion, air quality, and noise levels. By gathering this data, smart cities can develop strategies to improve the quality of life for their citizens, optimize public transportation, manage traffic congestion, and reduce pollution levels. Another powerful feature that can be added to smart cities is geofencing. Geofencing technologies use positioning systems to create geographic boundaries, which can trigger notifications or alerts when a device enters or exits a specific area. This technology can be applied to smart cities to develop applications that send citizens notifications about relevant city updates or emergencies. For example, citizens can receive real-time updates about road closures, track the location of public transportation, and receive alerts about natural disasters or other emergencies. Guimarães is a picturesque city located in the north of Portugal, known for its well-preserved medieval architecture and rich cultural heritage. It was designated as the European Capital of Culture in 2012 and has been recognized as a UNESCO World Heritage Site. With the aim of becoming a smart city, the city has become a hub for experimentation and innovation in the field of Internet of Things (IoT) in collaboration with the University of Minho and other partners. Some of the areas where sensors have been deployed in Guimarães include public transportation, shared bicycles and scooters, street lighting, energy production and consumption, air quality, and traffic flow. In this context, a crowdsensing platform for smart cities that uses geofencing technology was proposed. This project aims to analyse and classify the data collected by sensors in Guimarães, automatically create geofences based on past insights, and send relevant notifications to citizens. These notifications can have a significant positive impact on the lives of citizens by making it easier to adjust their daily routines based on changing city conditions. For instance, drivers can receive alerts about traffic congestion or available parking spaces, and citizens can be warned about natural disasters or other emergencies. This case study aims to develop the components for the management and storage of geofences, as 68 CHAPTER 3. CASE STUDIES well as the development of a mobile application that allows citizens to interact with the platform. That way, other research groups were responsible for the development of the data collection and analysis components, and the developed platform can be used to test and validate their research. 3.2.2 Methods The proposed methodology involves several technologies to create a crowdsensing platform for smart cities. Firstly, data is collected from various sensors strategically placed in Guimarães. This data is then analysed and classified to extract useful insights and identify patterns. The insights obtained are then used to automatically create geofences in specific locations that are relevant to citizens, such as areas with high traffic congestion or areas prone to natural disaster. Thus, the platform is composed of three main components, namely web services, a mobile application, and a backoffice. The web services are an interface that allows external applications to create, edit, and delete geofences. The mobile app allows citizens to interact with the platform, by exploring the city map and receiving notifications when they enter a geofence. Finally, the backoffice is a web application that allows the platform administrators to manage the geofences created. For the development of these components, several tools and services from Firebase were used. Firebase is a mobile and web development platform by Google that provides a set of easy-to-use and scalable backend tools and services for app developers. The tools and services used in this project include Cloud Functions, Cloud Firestore, Firebase Hosting, and Firebase Authentication. Firestore is a cloud-hosted NoSQL database that allows developers to store and synchronize data in real-time across multiple clients and platforms. It was used to store the geofences created by administrators and external applications. Cloud Functions allow developers to run code in response to events triggered by Firebase features and HTTP requests. They were used to develop the RESTful web services that allow external applications to interact with the platform. Firebase Hosting is a web hosting service that allows developers to deploy web apps and static content to a global content-delivery network. It was used to host the backoffice web application. Finally, Firebase Authentication was used on the backoffice, proviving an easy-to-use and secure authentication system. Figure 25 shows the architecture of the platform, and technologies used in each component. 69 CHAPTER 3. CASE STUDIES Figure 25: Architecture of the platform 3.2.3 Results 3.2.3.1 Web Services To develop the platform’s web services, Firebase’s Cloud Functions were used. Cloud Functions allow for the development of backends without having to worry about servers. These are single-purpose JavaScript functions that are executed in a secure environment on Node.js. They’re only executed when a specific event to watch for is triggered. Deploying the code on Google’s servers requires a single command. After that, Cloud Functions automatically scale computing resources to match the application’s usage patterns. Web services allow external applications to interact with the platform in a simple and secure way. The OpenAPI specification, formerly known as the Swagger specification, was used to document the endpoints developed. The OpenAPI specification is defined using YAML, allowing the definition of methods, parameters and models of the platform. Furthermore, by adopting the Swagger framework, an interactive documentation is be generated automatically, helping to keep documentation, clients, and code in sync. The following figure shows the Swagger web interface of the developed platform, allowing a live document of the system’s web services. 70 CHAPTER 3. CASE STUDIES Figure 26: Web API documentation leveraging Swagger The platform data, in particular the created geofences, are stored in Cloud Firestore. Cloud Firestore is a document database that allows data to be stored, synchronized and queried for mobile and web applications. The data is structured with collections and documents, allowing the creation of hierarchies to store and retrieve data using expressive queries. Cloud Firestore comes with SDKs for mobile and web devices, and a comprehensive set of security rules to make it possible to access the database without having to maintain servers. 3.2.3.2 Mobile Application The designed mobile application allows users to interact with the created geofences. The user can explore the city map and receive notifications when they enter a geofence on their phone. Since it will be developed using React Native, this application supports the two most commonly used mobile operating systems - Android and iOS - using the same code, saving time and resources. In addition, the Expo platform, which includes a set of tools and services for React Native, was used to develop the application. To develop the prototypes of the mobile app, the InVision Studio screen design tool was adopted. InVision Studio allows teams to design, prototype and animate in the same application, while using the InVision platform to share and work together with each other. The mobile application is divided into multiple components, namely onboarding, main screen, events, and settings. The onboarding component is the first screen the user sees when they open the application, showing a brief introduction to the platform, and its main features. The main screen is the main component of the application, showing the map of the city, and active geofences. The events component presents the user the events that are happening in the city, and the settings component allows users to change the application’s settings. The following figures show screens of the developed mobile application. 71 CHAPTER 3. CASE STUDIES made to the platform’s usability and scalability. For instance, the mobile application’s user interface could be expanded to include more features, thus turning it into an application for citizens to interact with city services. Additionally, the platform’s scalability should be tested under high-load conditions to ensure that it can handle many users and data. Overall, the case study demonstrated the potential of using geofencing technology for smart cities and provided a foundation for future research. It showed that a crowdsensing platform can be developed and implemented to improve citizens’ lives by providing relevant information that can help them adjust their daily routines. 3.3 Data Platform for Real-time Insights in Healthcare 3.3.1 Introduction The healthcare industry is constantly evolving and advancing as the demand for quality healthcare services increases. A part of this evolution are IT solutions that aim to improve the quality of care provided to patients. From the digitalization of patient records and eletronic health records, which allowed for better organization and accessibility of medical data, to telemedicine, enabling patients to receive medical care remotely, IT solutions have been instrumental in improving the quality of care provided to patients. Furthermore, the use of IoT devices in healthcare has enabled the collection of data that can be used to check patients’ health and provide real-time support to patients. Thus, data and its processing are crucial to healthcare, as they enable healthcare professionals to make informed decisions and offer timely, effective care. However, the healthcare industry is still facing several challenges in the adoption of IT solutions, such as the lack of interoperability between systems and lack of data quality (M. Miranda et al., 2009). The Centro Hospitalar Universitário de Santo António (CHUSA) is a healthcare institution that provides healthcare services to the population of the city of Porto, Portugal. The institution is the result of the merger of the Centro Hospitalar Universitário do Porto and the Hospital de Magalhães Lemos, a psychiatric hospital. The center has frequent collaborations with the University of Minho, with the aim of developing and exploring new technologies and methodologies that can be applied to the healthcare industry. In particular, the Hospital de Santo António, one of the largest hospitals in the region, was a key partner in the development of AIDA (Agency for Integration, Dissemination and Archiving of Medical Information), an inteorperability platform that enables the integration of data from different sources and systems (Peixoto et al., 2012). AIDA is an essential component of the hospital’s information system, integrating data from different sources and systems and providing a complete view of the patient’s health record. Research projects regarding interoperability and data quality have been performed, as well as machine leaning and knowledge extraction in medical data. After recognizing the importance of real-time data processing in decision-making, the health institution has undertaken a study that focuses on developing an architecture for the processing and storage of data 78 CHAPTER 3. CASE STUDIES in real-time to support decision-making. Patient monitors telemetry was chosen as a starting point for the case study, as it is a source of data that is constantly being generated and is crucial to patient care. Thus, the aim of the case study is to identify methods to process data from patient monitors in real-time, develop new approaches for aggregation, extraction, transformation, and loading of information in realtime, create a real-time analytics dashboard that incorporates an overview of the platform and its impact on decision-making, and establish automatic alerting to medical professionals when patient parameters are outliers. The case study also aims to develop an architecture that will support the persistence of data for a sensorial ETL system through stateful data streaming. This will enable the real-time processing of patient monitor telemetry, allowing for immediate support to be given to patients and informed decisions to be made promptly. The architecture will also need to support communication protocols based on semantic interoperability that are sustained on the HL7 standard. This will enable other external applications to access and interact with the developed solution, increasing its usefulness and impact. 3.3.2 Methods This case study was focused on using patient monitor telemetry as a source of data to develop a platform that can offer real-time insights in healthcare units. This data is crucial to patient care, as it provides healthcare professionals with information regarding the patient’s health status, and was chosen as a starting point for the development of the platform. The Hospital de Santo António’s care units are equipped with patient monitors from Mindray, a Chinese medical equipment manufacturer. These devices are capable of collecting and transmitting patient’s vital signs in real-time to a centralized gateway that is connected to the hospital’s network. This gateway stores the data to a Microsoft SQL database using the HL7 protocol, as well as a proprietary data format developed by Mindray. For the development of dashboards that can provide an overview of the heathcare unit, and alert medical professionals when patient parameters are outliers or critical, it is of importance to develop a solution that can retrieve the data from data sources as soon as they are available and process it in real-time. This case study is composed of several components. The initial component are the patient monitors, which are responsible for collecting the patient’s vital signs. Those vital signs are then transmitted to Mindray’s eGateway, which then stores the data to a Microsoft SQL database. In addition, data from the hospital’s EHR will also be used to give a complete view of the patient’s health record. The first component to be built is the data processer, responsible for retrieving the data from the database as soon as vital signs are stored and providing a channel for alerts for a web application and external applications. The second component to develop is a comprehensive and user-friendly web application that not only offers an overview of the healthcare unit but also includes essential information such as the number of patients admitted and their vital signs measurement. This intuitive web application will give a detailed analysis of the healthcare units, showcasing real-time updates on patients and their constantly changing vital signs. Data integration and aggregation will be performed to ensure that the data is accurate and 79 CHAPTER 3. CASE STUDIES reliable. Moreover, this application will be equipped with an intelligent alert system. If any patient’s vital signs reach critical levels, an instantaneous and highly visible alert will be generated and broadcast to all online users. This notification mechanism will guarantee that medical staff and relevant personnel are informed, enabling them to take immediate action and provide the necessary medical intervention. Figure 35 shows the architecture of the case study. Figure 35: Architecture of the platform 3.3.3 Results The data processer was programmed to continuously scan the patient monitor’s database and retrieve new entries, allowing for low-latency alerts to be triggered whenever a patient’s vital signs fall outside a predetermined range of normalities. This processer was developed using .NET, a cross-platform framework for building applications, as it includes a library for acessing table record change notifications from Microsoft SQL databases. This library was imperative in the development of a system that can offer medical professionals with real-time updates on their patients’ statuses. In addition, the data processer also includes a SignalR hub, which is responsible for sending alerts to the web application and external applications. SignalR is an open-source library for adding real-time functionality to web applications, enabling server-side code to push content to clients instantly (Microsoft, 2023). In addition to the data processer, a central component of the system is the web application that provides a comprehensive overview of the healthcare units. The application uses React, a JavaScript library for building user interfaces, to create a clean and interactive interface for displaying patient data. 80 CHAPTER 3. CASE STUDIES Through this web-based application, healthcare professionals can quickly and efficiently monitor patient statistics. Figure 36 shows the dashboard of the developed web application. The dashboard shown in Figure 36 presents an intuitive layout that allows healthcare professionals to access and analyze vital patient information. The web application offers various features that enhance usability and ease the monitoring process. The key feature is the ability of offering real-time updates, ensuring that healthcare professionals have access to the most current patient data on any device. This dynamic aspect of the dashboard is crucial for making timely and informed medical decisions, as it allows immediate responses to patients’ changing conditions. Figure 36: Vital signs dashboard Upon reaching critical levels, the patient’s signs are intelligently detected by the system, triggering the generation of the alert. This ensures that healthcare professionals are notified, allowing them to take immediate action and provide the necessary care to the patient. The alert, depicted in Figure 37, is displayed prominently on the web application, capturing the attention of the healthcare professionals instantly. Its modal and vibrant colors contribute to its visibility. 81 CHAPTER 3. CASE STUDIES Figure 37: Alert for a patient’s vital signs reaching critical levels Overall, the developed platform is a powerful tool that combines the functionality of a data processor with a user-friendly interface to give healthcare professionals with a comprehensive overview of patient health. By harnessing the real-time information provided by patient monitors, it offers an optimized and efficient approach to healthcare data management, improving patient outcomes and healthcare delivery. With additional data sources and functionalities, this platform can be further developed to become a complete solution for healthcare data management. 3.3.4 SWOT Analysis The final case study of this dissertation project was designed to address a critical need in the healthcare industry: the real-time processing of patient monitor data. To achieve this goal, a real-time analytics dashboard was created to offer medical professionals with a comprehensive overview of the platform and its impact on decision-making. However, before the solution could be finalized and implemented, it was essential that a thorough SWOT analysis was undertaken. By understanding the potential risks and challenges associated with the solution, it is possible to develop a more robust and effective approach that would maximize its impact and benefit to the healthcare industry. •Strengths –Real-time data processing allows for immediate decision-making, improving the quality of care provided to patients. 82 CHAPTER 3. CASE STUDIES –The Hospital de Santo António is a leading healthcare institution in Porto, with a focus on using IT solutions to enhance healthcare services. –The development of an interoperability platform, AIDA, demonstrates the hospital’s commitment to improving data quality and access. –The use of patient monitors and telemetry as the case study for the study is relevant to healthcare and can have a significant impact on patient care. •Weaknesses –The lack of interoperability between systems and data quality issues remain a challenge in healthcare IT adoption. –The study is limited to patient monitors and may not address other sources of data that can affect patient care. –The study is conducted within the Hospital de Santo António, and its effectiveness in other healthcare institutions may vary. –The system’s success is highly dependent on the accuracy and timeliness of vital sign data collected from patient monitors •Opportunities –Real-time data processing can be applied to other areas of healthcare, such as medical imaging or electronic health records. –The development of a real-time analytics dashboard can increase transparency and improve communication among healthcare professionals. –The publication of an anonymized repository can contribute to the scientific community’s development of new methodologies and technologies in healthcare IT. –The establishment of automatic alerting to medical professionals can improve response times and reduce adverse patient outcomes. •Threats –The implementation of real-time data processing solutions may be costly and require significant investments in IT infrastructure and personnel training. –The regulatory environment surrounding healthcare data, such as GDPR, can hinder the development and implementation of IT solutions. –The issue of cybersecurity remains a significant concern, especially in healthcare, where patient data privacy is of utmost importance. –Competing technologies and IT solutions in healthcare may pose challenges to the adoption and success of real-time data processing systems. 83 CHAPTER 3. CASE STUDIES 3.3.5 Conclusions The need for real-time processing of data from patient monitors is becoming increasingly important within the healthcare industry. Immediate support can make a critical difference in patient outcomes, and the ability to make informed decisions can mean the difference between life and death. However, this can also present a challenge as the amount of data generated can be overwhelming, and processing it in real-time can be complex and resource-intensive. This makes the development of an architecture for the processing and storage of data in real-time for decision support a crucial and necessary endeavor. There are several challenges that need to be addressed in the development of an architecture for real-time data processing for decision-making. One of the primary challenges is ensuring that the data is accurate and reliable. Patient telemetry data can be highly variable, and errors can occur in acquisition and transmission. Therefore, it is important to establish protocols to ensure data accuracy and reliability. Another challenge is developing algorithms that can extract, aggregate, transform, and load the data in real-time. This is necessary for real-time analytics dashboards that can provide an overview of the healthcare units and its impact on decision-making. Developing these algorithms can be complex and resource-intensive, and careful consideration needs to be given to ensure that the algorithms are accurate and reliable. In conclusion, the development of an architecture for the processing and storage of data in real-time for decision support is vital to meet the demands of the healthcare industry, and this case study about patient monitors telemetry is an excellent example of this emerging field. The case study undertaken by the Centro Hospitalar Universitário de Santo António (CHUSA) in collaboration with the University of Minho is an opportunity to discover the main obstacles and necessities and identify methods to process data in real-time. The skills and knowledge gained from this case study can be applied to other areas of healthcare where real-time data processing and decision-making are crucial, and can lead to better patient outcomes and quality healthcare services. 84 4 Final Considerations The final chapter of this dissertation aims to summarise and present the main conclusions and contributions obtained through the development of software solutions for real-time decision support and insights in several domains. In addition, proposals for future work to improve the developed platforms and its applications are presented. The following sections present a discussion of the results obtained in the case studies presented in this dissertation. Section 4.2 delves into a thorough examination of the research’s key objectives, presenting a comprehensive discussion, and outlining how the results of the investigation have contributed to the fields of study. In Section 4.3, the perspectives for future work in this research topic are presented. Potential avenues for future research on the subject and insights on where further research could be directed to benefit the field are also discussed. 4.1 Discussion In this section, a discussion of the results obtained in the case studies presented in this dissertation is presented. Each case study presents a different domain and a different set of topics and challenges. For example, the case study presented in Section 3.1 is focused on the manufacturing domain and the challenges of data integration and semantic interoperability. Section 3.2 presents a case study in the smart cities domain, where the challenges are related to the integration of data from different sources and the need for real-time insighs. Finally, Section 3.3 presents a case study in the healthcare domain, aiming to tackle the obstacles of data quality and privacy concerns. For a set of research questions, a case study is presented to answer them and to validate the proposed solutions. Although the case studies are from different domains, they share the same goal: to provide realtime decision support and insights. Thus, it is still possible for research questions to be answered by more than a case study, if they’re adapted to the domain in question. For a better understanding of the results, Table 4 presents a comparison of the case studies with their ability to answer the defined research questions. 85 CHAPTER 4. FINAL CONSIDERATIONS Table 4: Comparion of the case studies with their ability to answer the research questions. Manufacturing Case Study Smart Cities Case Study Healthcare Case Study Manufacturing industry needs and challenges, and role of real-time sensor data in workflow optimization ★★★★★ ★★★ ★★★★★ Extract, process, and load raw data from multiple sensors considering their context ★★★★★ ★★★★★ ★★★★★ Maximizing production and minimizing costs through real-time sensor data processing ★★★★★ ★★★ ★★★★ Data types for real-time decision support processing and storage ★★★★★ ★★★★★ ★★★★★ How can real-time sensor data improve Smart Cities for a sustainable and efficient environment ★★★★ ★★★★★ ★★★ Use cases for real-time analytics dashboard, increasing user productivity, and optimizing CHUSA’s resources ★★★ ★★★★★ ★★★★★ How does real-time sensor data enhance patient care? ★★★ ★★★★ ★★★★★ Can interoperability and ontologies develop new communication protocols for real-time distribution? ★★★★★ ★★★★ ★★★★★ 4.1.1 Case Study I: Bosch and the Factory of the Future The developed platform is designed to be a flexible and scalable solution for the manufacturing industry, allowing the extraction and analysis of real-time data from multiple sensors. With the development of this platform, Bosch Car Multimedia can now have an overview of all production lines, allowing them to identify and solve anomalies as they occur. The architecture of the platform is designed to be extensible, adapting to the needs of the manufacturing industry. Furthermore, the platform supports the implementation of machine learning approaches, and the development of ontologies allows for the creation of a knowledge base for factory data. Thus, the research questions that were initially posed can now be answered, based on the findings obtained in this use. What are the manufacturing industry’s main necessities and obstacles, and how can the extraction and analysis of real-time sensorial data help optimize its workflow and reduce costs? During the development of this project, the main necessities for the manufacturing industry were elicitated, namely their efficiency, productivity, and quality, as well as safety and sustainability. However, some of their main obstacles were also identified, including operataional downtime and maintenance costs, human error, and inneficcient supply chain management. The implementation of real-time sensorial data extraction and analysis tools can be used to optimize the manufacturing workflow and costs, imrproving the quality of the products and reducing waste. Several case studies were developed to showcase the potential of the platform, focusing on energy consumption, reuse of materials, and waste reduction. How to extract the untreated data from multiple sensors, process said data, and load it to relevant repositories having into account their context? To sucessfully extract untreated data from multiple sensors, process said data, and load it to relevant repositories, a structured approach to data management is required. First, all the sensors that generate data must be identified, and the metadata they produce must be determined. This will help in deciding how to process and store the data. Then, the raw data must be collected from all the sensors and stored in a central repository. It may be in different formats and may need to be converted to a common format for processing. Afterwards, the data must be cleaned by removing any redundant or corrupted data, and normalized by scaling and standardizing it. Additionally, any outliers or missing data points must be 86 CHAPTER 4. FINAL CONSIDERATIONS identified and handled appropriately. These steps were performed in the developed data standardizer, which is responsible for collecting and processing the data. The preprocessed data must be processed by applying statistical and analytical techniques to derive insights and identify patterns. This includes data transformation, filtering, and feature selection. The data must also be contextualized by considering the time, location, and environmental conditions in which it was collected. In addition, the data must be integrated with other data sources to provide a comprehensive view of the information. Finally, the processed and contextualized data must be stored in relevant repositories, such as a data warehouse, data lake, or data mart. This data must be accessible and can be used for further analysis or data modeling. How can real-time sensor data processing deliver new opportunities to optimize production and reduce costs? Real-time sensor data processing can provide manufacturers with valuable insights that can help them optimize production, reduce costs, and improve efficiency. An example of this is the use of realtime data to keep a check on equipment and processes, and identify potential problems before they occur. Maintenance can be scheduled before a problem occurs, helping manufacturers reduce downtime and maintenance costs. Sensors can also be used to monitor the quality of the products being manufactured, and identify any defects as they occur. This can help manufacturers improve the quality of their products and reduce waste. Finally, real-time data can be used to optimize the supply chain, by tracking inventory levels and automatically reorder materials when inventory levels fall below a certain threshold. In addition, other research questions can also be answered based on the findings obtained in this case study, namely: What types of data can be effectively processed and stored in real-time on a platform for decision support? The data standardizer developed in this project is able of processing and storing various types of data in real-time. These include sensor data from Bosch XDKs deployed around production lines, gathering telemetry data from various devices across production lines, including temperature, humidity, pressure, acceleration, magnetometer, gyroscope, and light sensor data. In addition, the platform processes and store operational data related to factory processes, logistics, production process, industrial operations management, and business intelligence, while the staging data warehouse serves as a repository for processed and transformed data, allowing for historical analysis and querying of past events. Finally, the platform has enabled additional use cases, as described in Subsection 3.1.3.3, Thus, the platform can effectively process and store various types of sensor data, telemetry data, 87 CHAPTER 4. FINAL CONSIDERATIONS The first step in developing a platform for real-time data processing and storage is to identify the data sources and repositories. In this case, the patient monitor telemetry data from Mindray devices and data from the hospital’s EHR are the primary data sources. It is important to understand the structure and format of the data from these sources to effectively extract and process it. Next, a data retrieval process needs to be developed to extract the data from the patient monitors and the EHR database. This process should be designed to retrieve the data as soon as it is available, ensuring real-time processing. Techniques for processing the retrieved data should be implemented. This may include data cleaning, filtering, aggregation, and transformation to ensure data quality and prepare it for further analysis and loading into relevant repositories. Furthermore, the solution should include the design of relevant repositories to store the processed data. Considering the context of the domain and the research goals, these repositories should support interoperability and be compatible with standards. The data processing and loading process should consider the context of the healthcare industry, including patient health records, real-time analytics, and decision-making support. This can be achieved by integrating the processed data with existing systems, such as AIDA, and developing intelligent alert systems based on outlier detection. Finally, the solution should be evaluated and tested to ensure its effectiveness, usability, and reliability. This evaluation should consider factors such as data accuracy, processing speed, system performance, and user satisfaction. By following these methods, it was possible to extract untreated data from multiple sensors, process them, and load it into relevant repositories while considering the context of the healthcare industry and the specific goals of the research study described in the given context. What types of data can be effectively processed and stored in real-time on a platform for decision support? The initial case study involved patient monitor telemetry as a source of data, which provides vital signs and health status information about patients. This includes data such as heart rate, blood pressure, respiratory rate, oxygen saturation level, temperature, and other physiological measurements collected from patient monitors. However, for the platform to be effective, it should be able to process and store other types of data as well. These include patient health records, data from external applications, and aggregated and processed data. The platform should integrate data from EHR systems to give a complete view of the patient’s health record, including medical history, previous diagnoses, treatments, medications, allergies, and other relevant information. The platform should support communication protocols based on semantic interoperability, such as the HL7 protocol and the FHIR standard, to enable integration with external applications. This could include data from telemedicine solutions, wearable devices, or other IoT devices used for remote patient monitoring. Finally, the final product should also be able to aggregate and process data from multiple sources to give meaningful insights and patterns. This could include data analytics, predictive modeling, 94 CHAPTER 4. FINAL CONSIDERATIONS machine learning algorithms, and other techniques to extract valuable information from the collected data. 4.2 Main Achievements The purpose of this research study was to develop and explore a new generation of tools in the field of ITs in order to gather and store large quantities of data, as well as the ability to process that data in real-time, enabling new analytical solutions and artificial intelligence approaches. Therefore, the research question that was initially posed to address these concerns will be answered below. How can real-time information processing solutions be used to increase efficiency of a wide range of processes, allow for a more representative and accurate overview of current operations, and decrease communication gaps? Real-time information processing techonologies have become increasingly popular due to their ability to improve the efficiency of various processes. These solutions can be used to collect data in real-time, analyze it, and offer insights that can be used to optimize operations. These solutions can be paired with big data technologies, allowing for the collection and analysis of large amounts of data. However, the implementation of these solutions is a complex process that requires a lot of time and effort, as it involves integrating various technologies and systems, as well as ensuring data accuracy and security. As such, careful planning, collaboration, and communication are essential to successfully implement real-time information processing platforms. This includes identifying the specific needs and goals of an organization, selecting the most appropriate technology, training staff, and continuously monitoring and evaluating the system’s performance. Although these processes may be challenging, the benefits have been proven to be significant and can lead to improved efficiency, cost savings, and better outcomes for businesses and individuals. To prove the potential of these technologies, three case studies were presented in this dissertation, each of which focused on a different domain. The first case study focused on the manufacturing industry, and the second on the smart cities domain, while the third focused on a healthcare perspective. All three case studies presented in this dissertation have been successfully executed, and the results obtained have been positive. They have all been able to show the ability to gather and store large quantities of data from sensors, IoT devices, and other data producers, and the ability to process that data in realtime, enabling new analytical solutions and artificial intelligence approaches. In addition, the results obtained from the case studies have also demonstrated the ability to increase the efficiency of a wide range of processes across multiple domains, allowing for a more representative and accurate overview of current operations, and decrease communication gaps. In addition, new methodologies and approaches have been developed to quantify the impact and effectiveness of these technologies. These methodologies should consider factors such as data accuracy, 95 CHAPTER 4. FINAL CONSIDERATIONS processing speed, and the ability to give actionable insights timely. Similarly, these methodologies must ensure that the data colleted is of high quality, and that it is stored securely. Thus, the approaches chosen should be tailored to the specific needs of the organization or industry, and should consider the types of data being collected, their sources, and the processing capabilities of the system. The first case study presented in this dissertation was developed in collaboration with Bosch Car Multimedia Portugal, and focused on the manufacturing industry. An Extract, Transform, and Load (ETL) system that gathers and analyzes data from various sources was created, such as sensors or Internet of Things (IoT) devices. This system converts the data into a standardized format, which provides valuable insights about the manufacturing process. With access to up-to-date information, the company can identify and resolve issues instead of allowing them to escalate into major problems. In addition, new communication protocols based on semantic interoperability sustained in the development of ontologies can further enhance the effectiveness of the sensorial ETL system. These protocols enable different systems to communicate with each other, even if they’re using different languages or protocols. This allows for a seamless data exchange and integration, reducing the risk of errors and increasing the accuracy of data analysis. The main objetive of the NORTE-86 project was to transform Guimarães into a smart city and enhance the well-being of its residents. The project is ongoing, with the city continuously searching for innovative methods to harness Internet of Things (IoT) technologies to optimize city operations and improve citizen experiences. The case study successfully demonstrated the practicality of deploying a crowdsensing platform for smart cities using geofencing technology. This involved the successful development of the platform’s components, including an intuitive interface that facilitates the creation, modification, and removal of geofences by external applications. Additionally, a mobile application was created to enable citizens to interact with the platform, while a web application was designed to allow platform administrators to manage the created geofences. The value of this platform lies in empowering citizens with real-time information that can help them make better-informed decisions, improving their quality of life. The insights obtained by researchers can be used to create geofences that are customized based on past events, making it easier for citizens to receive relevant notifications about the changing city conditions. Finally, the third case study, conducted in collaboration with the Centro Hospitalar Universitário de Santo António (CHUSA), aimed to develop and implement a real-time data processing and storage architecture for decision support in healthcare. The study focused on patient monitors telemetry and sought to identify the main challenges faced by the health institution, develop new methods for real-time data extraction and transformation, and create an analytics dashboard to aid decision-making. The study also developed an architecture to support the persistence of data for the sensorial Extract, Transform, and Load (ETL) system through stateful data streaming and established automatic alerting to medical professionals when patient parameters are outliers. Overall, the study’s contributions offer valuable insights into the implementation of real-time information processing solutions in healthcare and demonstrate their potential to improve patient outcomes and enhance decision-making capabilities. 96 CHAPTER 4. FINAL CONSIDERATIONS To conclude, the delivery of multiple case studies has been a significant achievement of this dissertation, as it has demonstrated the practical application and successful implementation of the developed solutions in real-life scenarios. Notably, the project has achieved remarkable accomplishments in intelligent failure prediction and avoidance, data-driven process optimization, geofence creation and management, and patient telemetry. These achievements highlight the versatility and adaptability of the developed solutions for various industries and fields. 4.3 Future Work Although this dissertation has made contributions to the field of real-time information processing, there are several areas for future work that could further improve the effectiveness and impact of these technologies. First and foremost, more research is needed to develop methodologies for evaluating the effectiveness and impact of real-time information processing solutions. These methodologies must consider the contextual factors that influence the performance of these solutions, as well as the various data sources and processing capabilities of the system. This will enable organizations to set realistic expectations and optimize their real-time information processing platforms to meet their specific needs. Secondly, there is a need for continued development and advancement of technologies that enable semantic interoperability of data. Ontologies and other technologies that ease data integration and exchange between different systems and applications are crucial for ensuring the accuracy and usefulness of the data being collected and processed. Thus, more research is needed to develop and refine these technologies and ensure that they’re widely adopted and implemented in various industries and domains. In addition, although the initial and second case studies were from research projects that have been finished, the case study presented in Section 3.3 is still ongoing. Therefore, there is still room for improvement in the platform developed, especially in adding new data sources and integrations with other systems. For example, the platform could be integrated with the Electronic Health Record (EHR) used at CHUSA, allowing for the sharing of patient information, test results, and notes, enabling seamless communication and coordination among members of the healthcare team. This promotes a holistic and cohesive approach to patient care, enhancing overall efficiency and quality of treatment. Furthermore, the alerting system could be improved by offering customizable settings for each user, allowing healthcare professionals to tailor the notifications according to their preferences and specific needs. They would be able to choose the types of alerts they wish to receive, set the critical thresholds for different vital signs, and even adjust the frequency of the notifications based on their workload and availability. This flexibility ensures that healthcare professionals receive alerts that are relevant and manageable, minimizing the chances of unnecessary interruptions or overlooking critical situations. Finally, more work is needed to address the privacy considerations that arise from collecting and processing large amounts of data in real-time. 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A.1 Management of a pandemic based on an openEHR approach DOI: 10.1016/j.procs.2020.10.072 Authors: Daniela Oliveira, Rui Miranda, Nuno Abreu, Pedro Leuschner, António Abelha, Manuel Santos, José Machado Title: Management of a pandemic based on an openEHR approach Publication: Procedia Computer Science Conference Proceedings: 11th International Conference on Emerging Ubiquitous Systems and Pervasive Networks, EUSPN 2020 Year of Publication: 2020 Abstract: The COVID-19 pandemic has collapsed several national health systems, due to the lack of healthcare professionals and exhaustion of those employed, as well as the lack of interoperability and capacity to restructure their informatic systems. Therefore, the restructuring of institutions at all levels is essential, mainly at the level of their Information Systems. When the COVID-19 pandemic had spread to Portugal in March 2020, with a breakout on the northern region, the Centro Hospitalar Universitário do Porto (CHUP) healthcare institution had felt the need to develop and integrate a new approach based on 111 APPENDIX A. PUBLICATIONS the openEHR standard to interoperate with the institution’s existing information systems, with the aim of responding quickly to the pandemic’s evolution. Keywords: COVID-19; Electronic health record; Healthcare information systems; Interoperability; OpenEHR State of Publication: Published A.2 Health professional’s decision-making based on multichannel interaction services DOI: 10.1016/j.procs.2021.03.112 Authors: Ailton Moreira, Rui Miramda, Manuel Filipe Santos Title: Health professional’s decision-making based on multichannel interaction services Publication: Procedia Computer Science Conference Proceedings: 2th International Conference on Ambient Systems, Networks and Technologies, ANT 2021 / 4th International Conference on Emerging Data and Industry 4.0, EDI40 2021 / Affiliated Workshops Year of Publication: 2021 Abstract: The COVID-19 pandemic has reinforced the importance and impact of telemedicine and multichannel interactions in healthcare services provided to patients. Health professionals are in turn increasingly dependent on patient data collected through multichannel interactions to make their clinical decisions. This article intends to present a brief analysis from the viewpoint of health professionals regarding the use of technologies in telemedicine and multichannel interactions to support decision making, basing on the analysis of clinical data of patients collected in a telemedicine environment. These technologies have numerous advantages for healthcare professionals and patients, but there are also some obstacles and gaps inherent that need to be overcome. Furthermore, health professionals can perform a more detailed analysis of patient data before taking any decision, as this practice promotes data collection to facilitate the decision-making process of health professionals. 112 APPENDIX A. PUBLICATIONS Keywords: Decision-making; Health professionals; Multichannel interaction services; Telemedicine State of Publication: Published A.3 Steps towards an healthcare information model based on openEHR DOI: 10.1016/j.procs.2021.04.015 Authors: Daniela Oliveira, Rui Miranda, Francini Hak, Nuno Abreu, Pedro Leuschner, António Abelha, José Machado Title: Data Platforms for Real-time Insights in Healthcare: Systematic Review Publication: Procedia Computer Science Conference Proceedings: 12th International Conference on Ambient Systems, Networks and Technologies, ANT 2021 / 4th International Conference on Emerging Data and Industry 4.0, EDI40 2021 / Affiliated Workshops Year of Publication: 2021 Abstract: During COVID-19 pandemic crisis, healthcare institutions globally were experiencing a VUCA - Volatile, Uncertain, Complex, and Ambiguous - environment. Efficient clinical and administrative management had never been so emergent. To achieve this goal, different components of the Healthcare Information System (HIS) must cooperate and interoperate flawlessly. Data standardization is a necessary step towards normalization and interoperability between existing Legacy Systems (LSs), and provides for longitudinal, highly reliable and persistent Electronic Health Records (EHRs). The openEHR standard was chosen for its overall dual domain architecture, where the more dynamic clinical information model may evolve independently from the relatively stable Reference Model (RM). Its Information Model (IM) comprises demographic, administrative and clinical systems. Critical clinical terms have been aligned to the FHIR HL7 standard, as to further support interoperability. Keywords: Clinical information model; Electronic health record; Healthcare information systems; OpenEHR; Reference model 113 APPENDIX A. PUBLICATIONS State of Publication: Published A.4 Software tools for conducting real-time information processing and visualization in industry: An up-to-date review DOI: 10.3390/app11114800 Authors: Regina Sousa, Rui Miranda, Ailton Moreira, Carlos Alves, Nicolas Lori, José Machado Title: Software tools for conducting real-time information processing and visualization in industry: An up-to-date review Publication: Applied Sciences (Switzerland) Year of Publication: 2021 Abstract: The processing of information in real-time (through the processing of complex events) has become an essential task for the optimal functioning of manufacturing plants. Only in this way can artificial intelligence, data extraction, and even business intelligence techniques be applied, and the data produced daily be used in a beneficent way, enhancing automation processes and improving service delivery. Therefore, professionals and researchers need a wide range of tools to extract, transform, and load data in real-time efficiently. Additionally, the same tool supports or at least facilitates the visualization of this data intuitively and interactively. The review presented in this document aims to provide an up-to-date review of the various tools available to perform these tasks. Of the selected tools, a brief description of how they work, as well as the advantages and disadvantages of their use, will be presented. Furthermore, a critical analysis of overall operation and performance will be presented. Finally, a hybrid architecture that aims to synergize all tools and technologies is presented and discussed. Keywords: Complex Event Processing (CEP); Data visualization; Kafka; Power BI; Real time information processing; Spark; Tableau State of Publication: Published 114 APPENDIX A. PUBLICATIONS A.5 OpenEHR modeling: improving clinical records during the COVID-19 pandemic DOI: 10.1007/s12553-021-00556-4 Authors: Daniela Oliveira, Rui Miranda, Pedro Leuschner, Nuno Abreu, António Abelha, Manuel Santos, José Machado Title: OpenEHR modeling: improving clinical records during the COVID-19 pandemic Publication: Health and Technology Journal: Health and Technology Year of Publication: 2021 Abstract: The COVID-19 pandemic had put pressure on various national healthcare systems, due to the lack of health professionals and exhaustion of those avaliable, as well as lack of interoperability and inability to restructure their IT systems. Therefore, the restructuring of institutions at all levels is essential, especially at the level of their information systems. Furthermore, the COVID-19 pandemic had arrived in Portugal at March 2020, with a breakout on the northern region. In order to quickly respond to the pandemic, the CHUP healthcare institution, known as a research center, has embraced the challenge of developing and integrating a new approach based on the openEHR standard to interoperate with the institution’s existing information and its systems. An openEHR clinical modelling methodology was outlined and adopted, followed by a survey of daily clinical and technical requirements. With the arrival of the virus in Portugal, the CHUP institution has undergone through constant changes in their working methodologies as well as their openEHR modelling. As a result, an openEHR patient care workflow for COVID-19 was developed. Keywords: Archetypes; COVID-19; Electronic health record; Healthcare information systems; Interoperability; OpenEHR; Templates State of Publication: Published 115 APPENDIX A. PUBLICATIONS A.6 Crowdsensing on Smart Cities: A Systematic Review DOI: 10.1007/978-3-031-22419-59 Authors: Rui Miranda, Vasco Ramos, Eduarda Ribeiro, Carla Rodrigues, António Silva, Dalila Durães, César Analide, António Abelha, José Machado Title: Crowdsensing on Smart Cities: A Systematic Review Proceedings: Lecture Notes in Computer Science (including subseries Lecture Notes in Artificial Intelligence and Lecture Notes in Bioinformatics) Conference: 17th Ibero-American Conference on Artificial Intelligence, IBERAMIA 2022 Year of Publication: 2023 Abstract: With the rise of the internet and the Internet of Things (IoT), the concept of a Smart City began to materialise. Crowdsensing is the process of using portable sensing devices to gather information about people’s surroundings. Furthermore, the research on these domains has pivoted from solely technology concepts to now including how they improve the quality of life of citizens and their utility. This paper presents a systematic review aiming to identify the role and purpose of crowdsensing and the improvement of citizens’ lives in a smart city through this technique. Using the Scopus citation and abstract database, six papers were picked out as relevant for discussion in the review. Keywords: Crowdsensing; Internet of Things; Smart cities; Smart notifications State of Publication: Published A.7 Data Platforms for Real-time Insights in Healthcare: Systematic Review DOI: 10.1016/j.procs.2023.03.110 Authors: Rui Miranda, Carlos Alves, António Abelha, José Machado 116 APPENDIX A. PUBLICATIONS Title: Data Platforms for Real-time Insights in Healthcare: Systematic Review Publication: Procedia Computer Science Conference Proceedings: The 14th International Conference on Ambient Systems, Networks and Technologies Networks (ANT 2022) and The 6th International Conference on Emerging Data and Industry 4.0 (EDI40) Year of Publication: 2023 Abstract: The ever-growing usage and popularity of Internet of Things devices, coupled with Big Data technologies and machine learning algorithms, have allowed for data engineers to explore new opportunities in healthcare and continuous care. Furthermore, there is a need to reduce the gap on time from when information is created to when actions and insights can be offered. However, a challenge in implementing a large-scale data processing architecture is deciding which tools are appropriate, and how to apply them in the best way possible. For example, streaming systems are now mature enough that hospitals worldwide can use their extremely large datasets, along with data producers, to predict and influence future events. Thus, the main objective of this systematic review is to identify the state-of-the-art in data platforms on healthcare that allow the creation of metrics and actions in real-time. The PRISMA guideline for reporting systematic reviews was implemented to deliver a transparent and consistent report, validating the technological advances in a critical sector. Multiple pertinent articles and papers were retrieved from the Scopus abstract and citation database on May 13, 2022, using several relevant keywords to identify potentially relevant documents published from January 2020 onward. These documents must have already been published in English and been already published, and accessible through the B-ON consortium that allows Portuguese students to legally download from most publishers. Over seven studies have been selected for deeper discussion based on their relevance and impact for this review, showcasing their main objectives, data sources, and tools used, as well as their approaches for interoperability and support of machine learning algorithms for decision support. In closing, the collected articles have shown that while Big Data is currently in use at health institutions of all sizes, the ability of processing large amounts of data from sensors and events, and notifying stakeholders as quickly as possible is still in its infancy. Keywords: Data Engineering; Business Intelligence; Big Data; Machine Learning; Streaming Systems; Data Lake; Data Mining; Event-Driven Microservices State of Publication: Published 117