--- author: Jillian Ada Burrows Sosa license: https://creativecommons.org/licenses/by-sa/4.0/ --- My notes are licensed under the Creative Commons Attribution-ShareAlike 4.0 International license. All images here are also similarly licensed. [![](https://upload.wikimedia.org/wikipedia/commons/thumb/e/e5/CC_BY-SA_icon.svg/88px-CC_BY-SA_icon.svg.png)](https://creativecommons.org/licenses/by-sa/4.0/) # Valueflows Reading The following is a set of reading that I've found helpful for thinking about [Valueflows](https://www.valueflo.ws/). For background context, Valueflows is a real world implementation of the mostly academic REA ontology. ![Technology shapes what we make.](https://i.imgur.com/LVaLHo4.jpg) ## Economics * [Cook, S. (1968). Primitive, Archaic, and Modern Economies: Essays of Karl Polanyi.](https://libgen.is/book/index.php?md5=F51B2CFB764EC7618B29D5758322F54F) * Piketty, T. (2014). Capital in the twenty-first century. In Capital in the twenty-first century. Harvard University Press. * Piketty, T. (2020). Capital and ideology. Harvard University Press. ### Inequality * Graeber, D. (2012). Debt: The first 5000 years. Penguin UK. * Piketty, T. (2015). The economics of inequality. Harvard University Press. * [Kohler, T. A., Smith, M. E., Bogaard, A., Feinman, G. M., Peterson, C. E., Betzenhauser, A., … & Ellyson, L. J. (2017). Greater post-Neolithic wealth disparities in Eurasia than in North America and Mesoamerica. Nature, 551(7682), 619-622.](http://ses.wsu.edu/wp-content/uploads/2018/03/Kohler-et-al-2017-Nature_Greater-post-Neolithic-wealth-disparities.pdf) * [Berger, T., & Engzell, P. (2019). American geography of opportunity reveals European origins. Proceedings of the National Academy of Sciences, 116(13), 6045-6050.](https://doi.org/10.1073/pnas.1810893116) * [Ortman, S., & Lobo, J. (2020). Smithian growth in a nonindustrial society. Science advances, 6(25), eaba5694.](https://doi.org/10.1126/sciadv.aba5694) * Piketty, T. (2022). A brief history of equality. Harvard University Press. * [Ladha, A. & Murphy, L. (2022) Wealth as Territory of Transition. Territories of Transition. Culture Hack Labs. 19 September.](https://www.culturehack.io/issues/issue-02-territories-of-transition/wealth-as-territory-of-transition/) * [Barry, J., Matthews, S., Neimand, A., Searight, A., Shah, H., Wallace, Z., Robinson, R., & Stout, T. (2022) BROKE: How Social Change Makers Are Talking About Poverty & Wealth—And How We Can Do Better. Territories of Transition. Culture Hack Labs. 19 September.](https://www.culturehack.io/issues/issue-02-territories-of-transition/broke-how-social-change-makers-are-talking-about-poverty-wealth-and-how-we-can-do-better/) ### Value And descrepancies in value, such as the different in a currency's value: If we look at the difference in the cost of certain kinds of cellphones, they are out of reach for most people in many places. Looking at minimum wage in Colombia, it would take someone working full time 7 months of saving up their entire wages (meaning no expenses) to be able to buy a new iPhone. In Mexico, it would take 3-4 months. In the US it would only take one month. Considering campesinos might have less income based on the productivity of their crops and the going rate for produce, some of them may never be able to afford a new iPhone. Of course, one also has to look at why the global south is leveraged like this in global financial markets. * [Burrows, J. (2020) What is value and how should we value things? DisCO.coop. 8 December.](https://disco.coop/2020/12/what-is-value/) ### Money/Finance * [von Mises, L. The Theory of Money and Credit.](https://mises.org/library/theory-money-and-credit) — While I don't have space here to write it, I think there's a lot of assumptions that sneak into the work of von Mises. However, it is necessary to understand the frame of reference of classical Liberalism. * The Origins of National Financial Systems: Alexander Gerschenkron Reconsidered. (2003). United Kingdom: Routledge. * [Andolfatto, D. (2009). What Is Money? How Is It Created and Destroyed?. Mimeo.](https://www.researchgate.net/publication/252338704_What_is_Money_How_is_it_Created_and_Destroyed) * Finel-Honigman, I. (2009). A cultural history of finance. Routledge. * Amato, M., & Fantacci, L. (2013). The end of finance. John Wiley & Sons. * Officer, L. H. (2014). Pricing Theory, Financing of International Organisations and Monetary History. Routledge. * Kleber, K., Bezemer, D. J., Butcher, K., Castañeda, J., Flynn, D. O., Foldvari, P., ... & Dercksen, J. G. (2018). Money, Currency and Crisis: In Search of Trust, 2000 BC to AD 2000. Routledge Explorations in Economic History, 80. * Kuroda, A. (2020). A global history of money. Routledge. * [Drumm, C. (2021). The Difference That Money Makes: Sovereignty, Indecision, and the Politics of Liquidity (Doctoral dissertation, University of California, Santa Cruz).](https://drive.google.com/file/d/1IZy2o238Ef3zOIfI724dt95UqookVe0b/view) * [Witt, S. (2022) Democratizing Monetary Issue: Vision and implementation in the Berkshire Region of the U.S.. Territories of Transition. Culture Hack Labs. 19 September.](https://www.culturehack.io/issues/issue-02-territories-of-transition/democratizing-monetary-issue-vision-and-implementation-in-the-berkshire-region-of-the-u-s/) ### Mutual Credits, Time Banking, and Complimentary Currencies * [Mutual Credits, Time Banking, and Complimentary Currencies](https://hackmd.io/@adaburrows/SJMTOCrEo) ### Accounting There were many ways of tracking things in the past. Double entry accounting was just an incremental improvement that was good enough. Capitalism itself is just a word referring to the head of cattle an ancient herder owned, aka "stock". It came into use as "Capitale" around the 12th or 13th century. It did not take the modern form of usage until around the mid-1600s where it was intertwined with the monopolies an imperialism of the time. Most of what gave corporations their power was the relationships with the crown, monopolies, and other aspects of law and society (aka, imperialism). There's also a possible claim for double entry accounting originating in Roman times as the "Tabulae Rationum" and another possibility of [originating in India, with the "Desi Namu" or "Jama Nama" system](https://en.wikipedia.org/wiki/Desi_Namu). * [My bibliography of history around the Tawantinsuyu (Inca) Khipus (their accounting and coordination system)](https://hackmd.io/@adaburrows/S1yMbj-Vj) * [Pacioli, L. (1494). Summa de Arithmetica geometria proportioni: et proportionalita... Paganino de paganini.](https://www.google.com/books/edition/Summa_de_Arithmetica_geometria_proportio/iqgPe49fhrsC?hl=en&gbpv=1&dq=Friar+Luca+Pacioli,+Summa+de+Arithmetica,+Geometria,+Proportioni+et+Proportionalita+1494,+Venice&pg=IA1&printsec=frontcover#v=onepage&q&f=true) * Martinelli, A. (1977). Notes on the origin of double entry bookkeeping. Abacus, 13(1), 3-27. * [Grigg, I. (2005). Triple entry accounting. Systemics Inc, 1-10.](https://www.iang.org/papers/triple_entry.html) ## Online Payments/Settlement * [A partial history I wrote as part of another project](https://gitlab.com/gwoborg/disco-deck/-/wikis/Interledger/1-Overview) * [Diagrams of settlement types](https://miro.com/app/board/o9J_kgIoo9s=/) ## Thermodynamic Constraints * [Garrett, T. J., Grasselli, M., & Keen, S. (2020). Past world economic production constrains current energy demands: Persistent scaling with implications for economic growth and climate change mitigation. Plos one, 15(8), e0237672.](https://doi.org/10.1371/journal.pone.0237672) * [Berner, A., Bruns, S., Moneta, A., & Stern, D. I. (2022). Do energy efficiency improvements reduce energy use? Empirical evidence on the economy-wide rebound effect in Europe and the United States. Energy Economics, 110, 105939.](https://doi.org/10.1016/j.eneco.2022.105939) * [Murphy, T. W. (2022). Limits to economic growth. Nature Physics, 18(8), 844-847.](https://www.sustainable.soltechdesigns.com/limits-to-economic-growth.pdf) ## Governance/Management * [Blackstock, C. (2007). The breath of life versus the embodiment of life: Indigenous knowledge and western research. World Indigenous Nations Higher Education Consortium Journal, 4(1), 67-79.](https://www.researchgate.net/publication/237555666_The_breath_of_life_versus_the_embodiment_of_life_indigenous_knowledge_and_western_research) * [Bixler, R., & Taylor, P. (2012). Toward a community of innovation in community-based natural resource management: insights from Open Source software. Human Organization, 71(3), 234-243.](https://www.academia.edu/27246517/Toward_a_Community_of_Innovation_in_Community_Based_Natural_Resource_Management_Insights_from_Open_Source_Software) * [A Practical Guide to Sociocracy 3.0](https://patterns.sociocracy30.org/history.html) * [Turtleocracy](https://www.notion.so/Turtleocracy-47a6df7692bf4e95a39504a73a50a295) * [Quintarelli, E. (2018) Towards the Human Organization. 30 Sept.](http://www.socialenterprise.it/index.php/2018/09/30/towards-the-human-organization/) * [Irving, A. (2019) Extending Full Circle Leadership. 1 Sept.](https://medium.com/enspiral-tales/extending-full-circle-leadership-67ed7b2d012a) * [Carlisle, K., & Gruby, R. L. (2019). Polycentric systems of governance: A theoretical model for the commons. Policy Studies Journal, 47(4), 927-952.](https://sites.warnercnr.colostate.edu/rebeccagruby/wp-content/uploads/sites/13/2014/01/CarlisleGruby_Polycentricity_InPress.pdf) * [Burrows, J (2020) Our Broken Realities: Can we mend our splintered reality? Medium. 10 February.](https://medium.com/jill-burrows/our-broken-realities-d75c90e4f8b2) * [Burrows, J. (2020) Come, Let's Build a World Together. adaburrows.com. 9 November.](https://adaburrows.com/writing/2020-6-28-come-lets-gather/) * [Exit to Community: A Community Primer](https://www.colorado.edu/lab/medlab/2020/08/31/exit-community-community-primer) * [Community Rules: Simple Templates for Great Communities](https://www.colorado.edu/lab/medlab/2021/07/15/community-rules-simple-templates-great-communities) * [Freeman, J. (2013). The tyranny of structurelessness. Women's Studies Quarterly, 41(3/4), 231-246.](https://thecheapestuniversity.org/wp-content/uploads/2018/01/tyranny.pdf) * [Liberating Structures Menu](https://www.liberatingstructures.com/ls-menu) * [Schneider, N. (2021). Cryptoeconomics as a limitation on governance. Regulation and Governance.](https://osf.io/wzf85?view_only=a10581ae9a804aa197ac39ebbba05766) * [Ravilochan, T., Ravilochan, V., & Kessler, C. (2021). Could the Blackfoot wisdom that inspired Maslow guide us now. GatherFor.](https://gatherfor.medium.com/maslow-got-it-wrong-ae45d6217a8c) * [Middleton, A. (2021) Blackfoot wisdom, Maslow’s hierarchy, and open source. The Thing With The Stuff. 6 Aug.](https://andreamiddleton.blog/2021/08/06/blackfoot-wisdom-maslows-hierarchy-and-open-source/) ### Memory and Cooperation * [Molander, P. (1985). The optimal level of generosity in a selfish, uncertain environment. Journal of Conflict Resolution, 29(4), 611-618.](https://doi.org/10.1177/0022002785029004004) * [Nowak, M. A. (2006). Five rules for the evolution of cooperation. science, 314(5805), 1560-1563.](https://physics.mcmaster.ca/~higgsp/756/Nowak_FiveRules.pdf) * [Keizer K, Lindenberg S, Steg L (2008) The Spreading of Disorder. Science. 322(5908): 1681–1685. https://doi.org/10.1126/science.1161405](https://pdodds.w3.uvm.edu/files/papers/others/everything/keizer2008a.pdf) * [Van Veelen, M., García, J., Rand, D. G., & Nowak, M. A. (2012). Direct reciprocity in structured populations. Proceedings of the National Academy of Sciences, 109(25), 9929-9934.](https://doi.org/10.1073/pnas.1206694109) * [Fudenberg, D., Rand, D. G., & Dreber, A. (2012). Slow to anger and fast to forgive: Cooperation in an uncertain world. American Economic Review, 102(2), 720-49.](https://dash.harvard.edu/bitstream/handle/1/11223697/Slow%20to%20Anger.pdf?sequence=1) * [Stewart, A. J., & Plotkin, J. B. (2014). Collapse of cooperation in evolving games. Proceedings of the National Academy of Sciences, 111(49), 17558-17563.](https://doi.org/10.1073/pnas.1408618111) * [Hilbe, C., Wu, B., Traulsen, A., & Nowak, M. A. (2014). Cooperation and control in multiplayer social dilemmas. Proceedings of the National Academy of Sciences, 111(46), 16425-16430.](https://doi.org/10.1073/pnas.1407887111) * [Pan, L., Hao, D., Rong, Z., & Zhou, T. (2015). Zero-determinant strategies in iterated public goods game. Scientific reports, 5(1), 1-10.](https://doi.org/10.1038/srep13096) * [McAvoy, A., & Hauert, C. (2016). Autocratic strategies for iterated games with arbitrary action spaces. Proceedings of the National Academy of Sciences, 113(13), 3573-3578.](https://doi.org/10.1073/pnas.1520163113) * [Stewart, A. J., & Plotkin, J. B. (2016). Small groups and long memories promote cooperation. Scientific reports, 6(1), 1-11.](https://doi.org/10.1038/srep26889) * [Hilbe, C., Martinez-Vaquero, L. A., Chatterjee, K., & Nowak, M. A. (2017). Memory-n strategies of direct reciprocity. Proceedings of the National Academy of Sciences, 114(18), 4715-4720.](https://doi.org/10.1073/pnas.1621239114) * [Hilbe, C., Schmid, L., Tkadlec, J., Chatterjee, K., & Nowak, M. A. (2018). Indirect reciprocity with private, noisy, and incomplete information. Proceedings of the national academy of sciences, 115(48), 12241-12246.](https://doi.org/10.1073/pnas.1810565115) * [Su, Q., McAvoy, A., Wang, L., & Nowak, M. A. (2019). Evolutionary dynamics with game transitions. Proceedings of the National Academy of Sciences, 116(51), 25398-25404.](https://doi.org/10.1073/pnas.1908936116) * [Hauser, O. P., Hilbe, C., Chatterjee, K., & Nowak, M. A. (2019). Social dilemmas among unequals. Nature, 572(7770), 524-527.](https://ore.exeter.ac.uk/repository/bitstream/handle/10871/38103/Hauser%20et%20al.%20Nature%20%282019%29%20-%20Preprint.pdf?sequence=1) * [Donahue, K., Hauser, O. P., Nowak, M. A., & Hilbe, C. (2020). Evolving cooperation in multichannel games. Nature communications, 11(1), 1-9.](https://doi.org/10.1038/s41467-020-17730-3) * [Clark, D., Fudenberg, D., & Wolitzky, A. (2020). Indirect reciprocity with simple records. Proceedings of the National Academy of Sciences, 117(21), 11344-11349.](https://doi.org/10.1073/pnas.1921984117) * [Sohet, B., Hayel, Y., Beaude, O., & Jeandin, A. (2020, December). Learning pure Nash equilibrium in smart charging games. In 2020 59th IEEE Conference on Decision and Control (CDC) (pp. 3549-3554). IEEE.](https://arxiv.org/abs/2111.06817) * [Chen, X., Wang, L., & Fu, F. (2022). The intricate geometry of zero-determinant strategies underlying evolutionary adaptation from extortion to generosity. New Journal of Physics, 24(10), 103001.](https://www.researchgate.net/publication/363714969_The_Intricate_Geometry_of_Zero-Determinant_Strategies_Underlying_Evolutionary_Adaptation_from_Extortion_to_Generosity) * [Chen, X., & Fu, F. (2022). Outlearning Extortioners by Fair-minded Unbending Strategies. arXiv preprint arXiv:2201.04198.](https://www.researchgate.net/publication/357791379_Outlearning_Extortioners_by_Fair-minded_Unbending_Strategies) ### Murmurations * [(1971) Designing Organizations For An Information-rich World. In M. Greenberger (Ed.), Computers, communications, and the public interest. Balti-more, MD: The Johns Hopkins Press, 1971.](https://knowen-production.s3.amazonaws.com/uploads/attachment/file/2005/DESIGNING%2BORGANIZATIONS%2Bfor%2BInformation-Rich%2Bworld%2B--%2BSImon.pdf) * [Delsuc, F. (2003). Army ants trapped by their evolutionary history. PLoS Biology, 1(2), e37.](https://doi.org/10.1371/journal.pbio.0000037) * [Young, G. F., Scardovi, L., Cavagna, A., Giardina, I., & Leonard, N. E. (2013). Starling flock networks manage uncertainty in consensus at low cost. PLoS computational biology, 9(1), e1002894.](https://doi.org/10.1371/journal.pcbi.1002894) * [Almaatouq, A., Radaelli, L., Pentland, A., & Shmueli, E. (2016). Are you your friends’ friend? Poor perception of friendship ties limits the ability to promote behavioral change. PloS one, 11(3), e0151588.](https://doi.org/10.1371/journal.pone.0151588) * [Pearce, D. J., Miller, A. M., Rowlands, G., & Turner, M. S. (2014). Role of projection in the control of bird flocks. Proceedings of the National Academy of Sciences, 111(29), 10422-10426.](https://doi.org/10.1073/pnas.1402202111) * [Rosenthal, S. B., Twomey, C. R., Hartnett, A. T., Wu, H. S., & Couzin, I. D. (2015). Revealing the hidden networks of interaction in mobile animal groups allows prediction of complex behavioral contagion. Proceedings of the National Academy of Sciences, 112(15), 4690-4695.](https://doi.org/10.1073/pnas.1420068112) * [Del Vicario, M., Bessi, A., Zollo, F., Petroni, F., Scala, A., Caldarelli, G., ... & Quattrociocchi, W. (2016). The spreading of misinformation online. Proceedings of the National Academy of Sciences, 113(3), 554-559.](https://doi.org/10.1073/pnas.1517441113) * [Neuhäuser, L., Stamm, F. I., Lemmerich, F., Schaub, M. T., & Strohmaier, M. (2021). Simulating systematic bias in attributed social networks and its effect on rankings of minority nodes. Applied Network Science, 6(1), 1-22.](https://arxiv.org/abs/2010.11546) * [Bak-Coleman, J. B., Alfano, M., Barfuss, W., Bergstrom, C. T., Centeno, M. A., Couzin, I. D., ... & Weber, E. U. (2021). Stewardship of global collective behavior. Proceedings of the National Academy of Sciences, 118(27), e2025764118.](https://doi.org/10.1073/pnas.2025764118) * [Nazerian, A., Panahi, S., Leifer, I., Phillips, D., Makse, H. A., & Sorrentino, F. (2022). Matryoshka and disjoint cluster synchronization of networks. Chaos: An Interdisciplinary Journal of Nonlinear Science, 32(4), 041101.](https://arxiv.org/abs/2111.06715) * [Diresta, R. (2022) How Online Mobs Act Like Flocks Of Birds. Noema. 3 November.](https://www.noemamag.com/how-online-mobs-act-like-flocks-of-birds/) * [This annual starling murmuration is so dense it’s called ‘The Black Sun’](https://www.popsci.com/animals/starling-murmuration-black-sun/) ## REA * [Haugen, R. (1997). Dependent Demand-a Business Pattern for Balancing Supply and Demand. San Francisco: Robert Haugen.](https://docs.google.com/document/d/1hHRKJifMG-kc9D0JxFDvPDEaLMedhCdwd8ykskZN7G4/edit) * [Ibañez, Juan Ignacio and Bayer, Chris N. and Tasca, Paolo and Xu, Jiahua, REA, Triple-Entry Accounting and Blockchain: Converging Paths to Shared Ledger Systems (May 15, 2020).](http://dx.doi.org/10.2139/ssrn.3602207) ### Foundational REA Papers * [William E McCarthy, “The REA Accounting Model: A Generalized Framework for Accounting Systems in a Shared Data Environment,” The Accounting Review (July 1982), pp. 554-78.](https://www.williamemccarthy.com/s/REA-Accounting-Model_A-Generalized-Framework-for-Accounting-Systems-in-a-Shared-Data-Environment_198.pdf) * [William E McCarthy, “An Entity-Relationship View of Accounting Models,” The Accounting Review (October 1979), pp. 667-86.](https://www.williamemccarthy.com/s/An-Entity-Relationship-View-of-Accounting-Models_1979.pdf) * [William E McCarthy, “Construction and Use of Integrated Accounting Systems with Entity-Relationship Modeling,” in P. Chen ed., Entity-Relationship Approach to Systems Analysis and Design (North-Holland, 1980), pp. 626-37.](https://www.williamemccarthy.com/s/Construction-and-Use-of-Integrated-Accounting-Systems-with-Entity-Relationship-Modeling_1980.pdf) * [William E McCarthy, “The REA Modeling Approach to Teaching Accounting Information Systems,” Issues in Accounting Education (November 2003), pp. 427-441.](https://www.williamemccarthy.com/s/The-REA-Modeling-Approach-to-Teaching-Accounting-Information-Systems_2003.pdf) ### The REA Ontology * [Guido L Geerts and William E McCarthy, “The Ontological Foundation of REA Enterprise Information Systems,” Presentation to the Annual Meeting of the American Accounting Association, Philadelphia, August 2000. (Working paper, Michigan State University).](https://www.williamemccarthy.com/s/The-Ontological-Foundations-of-REA-Enterprise-Information-Systems_2000.pdf) * [Guido L Geerts and William E McCarthy, “Modeling Business Enterprises as Value-Added Process Hierarchies with Resource-Event-Agent Object Templates,” in Business Object Design and Implementation J. Sutherland and D. Patel (eds.), 1997, Springer-Verlag, pp. 94-113.](https://www.williamemccarthy.com/s/Modeling-Business-Enterprises-as-Value-Added-Process-Hierarchies-with-Resource-Event-Agent-Object-Te.pdf) * [Guido L Geerts and William E McCarthy, “An Accounting Object Infrastructure for Knowledge-Based Enterprise Models,” IEEE Intelligent Systems & Their Applications (July/August 1999), pp. 89-94.](https://www.williamemccarthy.com/s/An-Accounting-Object-Infrastructure-for-Knowledge-Based-Enterprise-Models_1999.pdf) * [Guido L Geerts and William E McCarthy, "Augmented Intensional Reasoning in Knowledge-Based Accounting Systems," The Journal of Information Systems (Fall 2000) pp. 127-50.](https://www.williamemccarthy.com/s/Augmented-Intensional-Reasoning-in-Knowledge-Based-Accounting-Systems_2000.pdf) * [Guido L Geerts and William E McCarthy, “Using Object Templates from the REA Accounting Model to Engineer Business Processes and Tasks,” The Review of Business Information Systems, vol. 5, no. 4, 2001, pp. 89-108.](https://www.williamemccarthy.com/s/Using-Object-Templates-from-the-REA-Accounting-Model-to-Engineer-Business-Processes-and-Tasks.pdf) * [Guido L Geerts and William E McCarthy, “An Ontological Analysis of the Primitives of the Extended-REA Enterprise Information Architecture,” The International Journal of Accounting Information Systems (March 2002) pp. 1-16.](https://www.williamemccarthy.com/s/An-Ontological-Analysis-of-the-Primitives-of-the-Extended_REA-Enterprise-Information-Architecture.pdf) * [Guido L Geerts and William E McCarthy, "Policy-Level Specifications in REA Enterprise Information Systems," The Journal of Information Systems (Fall 2006), pp. 37-63.](https://www.williamemccarthy.com/s/Policy-level-Specifications-in-REA-Enterprise-Information-Systems_2006.pdf) * [Gailly, F., Geerts, G., & Poels, G. (2009, October). Ontological reengineering of the REA-EO using UFO. In International Workshop on Ontology-Driven Software Engineering, OOPSLA (Vol. 10, pp. 1639950-1639983).](https://www.researchgate.net/publication/311310941_Ontological_Reengineering_of_the_REA-EO_using_UFO) * [Gailly, F., & Poels, G. (2009, June). Using the REA ontology to create interoperability between e-collaboration modeling standards. In International Conference on Advanced Information Systems Engineering (pp. 395-409). Springer, Berlin, Heidelberg.](https://www.researchgate.net/publication/220921023_Using_the_REA_Ontology_to_Create_Interoperability_between_E-Collaboration_Modeling_Standards) * [International Standards Organization, “ISO 15944-4: Information Technology – Business Operational View – Part 4: Business Transaction Scenarios – Accounting and Economic Ontology,” Second Version of International Standard, The International Organization for Standards (ISO), Geneva, Switzerland, April 2015. (Link connects reader to request for free copy of certain ISO standards; reader then chooses to ask for 15944-4-2015.)](https://standards.iso.org/ittf/PubliclyAvailableStandards/) * [Fallon, R., & Polovina, S. (2016, July). Automated REA (AREA): a software toolset for a machine-readable resource-event-agent (REA) ontology specification. In CEUR Workshop Proceedings (Vol. 1637, pp. 10-18). Tilburg University.](https://www.researchgate.net/publication/316621827_Automated_REA_AREA_A_Software_Toolset_for_a_Machine-readable_Resource-Event-Agent_REA_Ontology_Specification) * [Laurier, W., Kiehn, J., & Polovina, S. (2018). REA 2: A unified formalisation of the Resource-Event-Agent ontology. Applied Ontology, 13(3), 201-224.](http://shura.shu.ac.uk/19016/) ### REA Computational Proofs of Concept * [Graham Gal and William E McCarthy, “Operation of a Relational Accounting System,” Advances in Accounting (Volume 3, 1986), pp.83-112.](https://www.williamemccarthy.com/s/Operation-of-a-Relational-Accounting-System_1986.pdf) * [Graham Gal and William E McCarthy, “Declarative and Procedural Features of a CODASYL Accounting System,” in P. Chen, ed., Entity-Relationship Approach to Information Modeling and Analysis (North-Holland, 1983), pp.197-213.](https://www.williamemccarthy.com/s/Declarative-Procedural-Features-of-a-CODASYL-Accounting-System_1981.pdf) * [Graham Gal and William E McCarthy, “Specification of Internal Controls in a Database Environment,” Computers and Security (March 1985), pp. 23-32.](https://www.williamemccarthy.com/s/Specification-of-Internal-Controls-in-a-Database-Environment_1985.pdf) * [Eric Denna and William E McCarthy, “An Events Accounting Foundation for DSS,” in C. W. Holsapple and A. B. Whinston (eds.) Decision Support Systems: Theory and Applications (Proceedings of the NATO Advanced Study Institute on Decision Support Systems, Maratea, Italy), Springer-Verlag Publishing Company, 1987, pp. 239-63.](https://www.williamemccarthy.com/s/An-Events-Accounting-Foundation-for-DSS_1981.pdf) * [S. R. Rockwell and W. E. McCarthy. “REACH: Automated Database Design Integrating First-Order Theories, Reconstructive Expertise, and Implementation Heuristics for Accounting Information Systems.” International Journal of Intelligent Systems in Accounting, Management, and Finance (September 1999), pp. 181-97.](https://www.williamemccarthy.com/s/REACH-Automated-Database-Design-Integrating-First-Order-Theories-Reconstructive-Expertise-and-Implem) ### REA Literature Reviews and Summaries * [Dunn, C., Gerard, G. J., and Grabski, S. V. “Resources-Events-Agents Design Theory: A Revolutionary Approach to Enterprise System Design.” Communications of the Association for Information Systems (2016).](https://aisel.aisnet.org/cais/vol38/iss1/29/) * [Laurier, W. (2012). A Material Requirements Planning System for Integrated Supply Chains. In Sixth International IFIP TC8 WG 8.9 Conference on Research and Practical Issues in Enterprise Information Systems.](https://www.researchgate.net/publication/245101803_A_Material_Requirements_Planning_System_for_Integrated_Supply_Chains) * [Cheryl L Dunn and William E McCarthy. “Conceptual Models Of Economic Exchange Phenomena: History's Third Wave of Accounting Systems” in Collected Papers of the Sixth World Congress of Accounting Historians, 1992, Kyoto, Japan. Volume I, pp. 133-164.](https://www.williamemccarthy.com/s/Conceptual-Models-of-Economic-Exchange-Phenomena_Historys-Third-Wave-of-Accounting-Systems_1992.pdf) * [Cheryl L Dunn and William E McCarthy. “The REA Accounting Model: Intellectual Heritage and Prospects for Progress” The Journal of Information Systems (Spring 1997), pp. 31-51 (with Cheryl Dunn).](https://www.williamemccarthy.com/s/The-REA-Accounting-Model-Intellectual-Heritage-and-Prospects-for-Progress_1997.pdf) * [William E McCarthy. "Semantic Modeling in Accounting Education, Practice, and Research: Some Progress and Impediments," in: Conceptual Modeling: Current Issues and Future, Editors: P. P. Chen, J. Akoka, H Kangassalo, B. Thalheim, L. Y. Wong. Springer Verlag, Berlin and Heidelberg, April 1999, pp.144-53.](https://www.williamemccarthy.com/s/Semantic-Modeling-in-Accounting-Education-Practice-and-Research_Some-Progress-and-Impediments_1999.pdf) * [Julie Smith David, Cheryl L. Dunn, William E McCarthy, and Robin S. Poston. "The Research Pyramid: A Framework for Accounting Information Systems Research,” The Journal of Information Systems (Spring 1999), pp. 1-23.](https://www.williamemccarthy.com/s/The-Research-Pyramid_1999.pdf) ### Semantic Modeling of Enterprise-Wide Economic Phenomena * [Julie Smith David, William E McCarthy, and Brian Sommer, “Agility: The Key to Survival of the Fittest in the Software Market,” The Communications of the ACM (May 2003) pp. 65-69.](https://www.williamemccarthy.com/s/Agility_The-Key-to-Survival-of-the-Fittest-in-the-Software-Market_2003.pdf) * [Robert Haugen and William E McCarthy, “REA: A Semantic Model for Internet Supply Chain Collaboration,” in the proceedings of the Business Object Component Workshop VI: Enterprise Application Integration (January 2000).](https://www.williamemccarthy.com/s/REA-A-Semantic-Model-for-Internet-Supply-Chain-Collaboration_2000.pdf) * [C. Dunn, J. S. David, and W.E. McCarthy, “Enterprise Resource Planning Systems Research: The Necessity of Explicating and Examining Patterns in Symbolic Form,” in the proceedings of the First International Workshop on Enterprise Management and Resource Planning Systems: Methods, Tools and Architecture. Venice, Italy. November 1999).](https://www.williamemccarthy.com/s/Enterprise-Resource-Planning-Systems-Research_The-Necessity-of-Explicating-and-Examining-Patterns-in.pdf) * [Robert Haugen, "Radically distributed supply chain systems," in OOPSLA97](http://www.jeffsutherland.org/oopsla97/haugen.html) * [Chunka Mui and William E McCarthy, “FSA: Applying AI Techniques to the Familiarization Phase of Financial Decision Making,” IEEE Expert (Fall 1987), pp. 33-41.](https://www.williamemccarthy.com/s/FSA-Applying-AI-Techniques-to-the-Familiarization-Phase-of-Financial-Decision-Making_1987.pdf) * [William E McCarthy, “On the Future of Knowledge-Based Accounting Systems,” in the D. R. Scott Memorial Lecture Series, (The University of Missouri, 1987) pp. 19-42.](https://www.williamemccarthy.com/s/On-the-Future-of-Knowledge-Based-Accounting-Systems_1987.pdf) * [Guido L Geerts and William E McCarthy, “Database Accounting Systems,” in IT and Accounting: The Impact of Information Technology. B.C. Williams and B.J. Spaul (Eds.). London: Chapman & Hall, 1991, pp. 159-183.](https://www.williamemccarthy.com/s/Database-accounting-systems_1991.pdf) ### REA Research Methodology and Design Science * [Guido L. Geerts, Lynford E. Graham, Elaine G. Mauldin, William E McCarthy, and Vernon J. Richardson, “Integrating Information Technology into Accounting Research and Practice," Accounting Horizons (December 2013), pp. 815-840.](https://www.williamemccarthy.com/s/Integrating-Information-Technology-into-Accounting-Research-and-Practice_2013.pdf) * [Julie Smith David, Gregory J. Gerard, and William E McCarthy. “Design Science: An REA Perspective on the Future of AIS,” in Researching Accounting as an Information Systems Discipline (eds., V. Arnold and S. Sutton) American Accounting Association, Sarasota, 2002, pp. 35-63.](https://www.williamemccarthy.com/s/Design-Science-An-REA-Perspective-on-the-Future-of-AIS_2002.pdf) * [William E McCarthy, “Accounting Craftspeople vs. Accounting Seers: Exploring the Relevance and Innovation Gaps in Academic Accounting Research." Accounting Horizons (December 2012), pp. 833-43.](https://www.williamemccarthy.com/s/Accounting-Craftspeople-versus-Accounting-Seers-Exploring-the-Relevance-and-Innovation-Gaps-in-Acade.pdf) * [W. E. McCarthy, E. Denna, G. Gal, and S. R. Rockwell, “Expert Systems and AI-Based Decision Support in Auditing: Progress and Perspectives.” International Journal of Intelligent Systems in Accounting, Finance, and Management (January 1992), pp. 53-63.](https://www.williamemccarthy.com/s/Expert-Systems-and-AI-Based-Decision-Support-in-Auditing-Progress-and-Perspectives_1982.pdf) * [William E. McCarthy, “Information Technology Research in Accounting,” Journal of Information Systems, Fall 1990, pp. iii-iv.](https://www.williamemccarthy.com/s/Information-Technology-Research-in-Accounting_1990.pdf) ### AAA Design Science webinar * Design Science webinar — [list of references](https://www.williamemccarthy.com/s/references-for-AAA-talk-on-design-science-v12_2021.pdf) * [Geerts, Guido L. "A design science research methodology and its application to accounting information systems research." International Journal of Accounting Information Systems 12, no. 2 (2011): 142-151.](https://www.williamemccarthy.com/s/IJAIS-DSRM-PAPER-Guido_2011.pdf) * [Julie Smith David, Gregory J. Gerard, and William E McCarthy. “Design Science: Building the Future of AIS." American Accounting Association, 69, 2002.](https://www.williamemccarthy.com/s/Design-Science-An-REA-Perspective-on-the-Future-of-AIS_2002.pdf) * [Guido L. Geerts, Lynford E. Graham, Elaine G. Mauldin, William E McCarthy, and Vernon J. Richardson, “Integrating Information Technology into Accounting Research and Practice," Accounting Horizons (December 2013), pp. 815-840.](https://www.williamemccarthy.com/s/Integrating-Information-Technology-into-Accounting-Research-and-Practice_2013.pdf) * [William E McCarthy, “Accounting Craftspeople vs. Accounting Seers: Exploring the Relevance and Innovation Gaps in Academic Accounting Research." Accounting Horizons (December 2012), pp. 833-43.](https://www.williamemccarthy.com/s/Accounting-Craftspeople-versus-Accounting-Seers-Exploring-the-Relevance-and-Innovation-Gaps-in-Acade.pdf) ## Valueflows Here are some overview images I made to help explain Valueflows. They are not perfect, but they've helped explain a few things. I've been playing with a kind of diagramming that tries to represent all of the aspects visually, but in a way that is indicative of an underlying grammar. I have been trying to think about how processes are actually mappings from source flows to output flows and are therefore bicategories ([not unlike the discussion laid out here](https://johncarlosbaez.wordpress.com/2018/08/15/open-petri-nets-part-1/)). Or a process can be seen as a set of containers of input and output flows or a directed hyperedge between input and output flows. Proposals and Agreements are containers of flows. Scenarios and Plans are containers of Processes. The EconomicResources are just resource stockpiles (with additional data). I only mention ResourceSpecifications in passing, but in some cases, they can be used as more generic stand-ins to EconomicResources (but that's definitely not always the case). The ResourceSpecification is a category of resource and that it's possible that, in certain circumstances, any of the EconomicResources which conform to it might be substituted for another. There are obviously certain cases, such as a ResourceSpecification of 'Alcohol Infusion' and the EconomicResources of 'Tepezcohuite' and 'Mallow', or a ResourceSpecification of 'Git Repo' and EconomicResources of 'REA Plaspace' and 'We'. I'm almost where I want to be in terms of something that feels ideal. **Note, this is not a UX, it's just a bunch of ideas for understanding how the ideas and objects all fit together.** ![](https://i.imgur.com/8cSG7Z0.png) In the following images, the Plan is the same in the last three boxes. It could also be imagined as having the arrows pointing back down through the stack of Event to Commitment to Intent. ![](https://i.imgur.com/OFXy4iq.jpg) The two Agreement boxes are the same Agreement. Just as in the above set of Plans, the arrows could be pointing down the stack from Event to Commitment. ![](https://i.imgur.com/PApLEPu.png) This shows a scenario where two Processes feed into each other. ![](https://i.imgur.com/0uBPI4m.png) This Scenario has two processes that feed into each other. It also has a transfer. One of the processes has many inputs. ![](https://i.imgur.com/ALSh0gG.jpg) This shows how a Plan with a Process overlaps with a Proposal. ![](https://i.imgur.com/wfyBFkX.png) I've made the process a container that holds the inputs and outputs. However, when I draw a process as a container without that dotted line dividing the inputs from the outputs, it feels weird that there's nothing holding the inputs and outputs together, but that's likely fine as it is just a slot in a grammar that's being ocupied. It almost feels like some more specific process definition language should be used inside of the processes to specify how they should be carried out and how each resource should be used and how that maps to the output. This could be as simple as just displaying the process description in a central box that has all of the connections from the flows going to it. Or it could be something like: * [BPMN](https://en.wikipedia.org/wiki/Business_Process_Model_and_Notation) * [Flow diagram](https://en.wikipedia.org/wiki/Flow_diagram) * [Control-flow diagram](https://en.wikipedia.org/wiki/Control-flow_diagram) * [Process flow diagram](https://en.wikipedia.org/wiki/Process_flow_diagram) * [Functional model](https://en.wikipedia.org/wiki/Function_model) * [Functional block diagram](https://en.wikipedia.org/wiki/Functional_block_diagram) * [DRAKON](https://en.wikipedia.org/wiki/DRAKON) Granted, most processes are supposed to be operational processes — which means they should be fairly simple straightforward things. For instance, slicing, dicing, mixing, sauteeing, boiling, etc. This means most higher level processes will actually be scenarios or plans in Valueflows. However, there may be an opportunity to add in more feedback and cybernetic type aspects to plans. This is something that is considered in *Spivak, D. I. (2020). Poly: An abundant categorical setting for mode-dependent dynamics* and *Libkind, S. (2020). An algebra of resource sharing machines* [[these papers are listed below](#Categories-of-Networks)]. ## Value Chains * [Papazoglou, M. P., Ribbers, P., & Tsalgatidou, A. (2000). Integrated value chains and their implications from a business and technology standpoint. Decision Support Systems, 29(4), 323-342.](https://doi.org/10.1016/S0167-9236(00)00081-6) * [Sturgeon, T. J. (2001). How do we define value chains and production networks?. IDS bulletin, 32(3), 9-18.](https://opendocs.ids.ac.uk/opendocs/bitstream/handle/20.500.12413/8756/IDSB_32_3_10.1111-j.1759-5436.2001.mp32003002.x.pdf?sequence=1) * [Gereffi, G., & Kaplinsky, R. (2001). Introduction: Globalisation, value chains and development. IDS bulletin, 32(3), 1-8.](http://oro.open.ac.uk/8560/1/fulltext.pdf) * [Wood, A. (2001). Value Chains An Economist's Perspective. IDS Bulletin, 32(3), 41-45.](https://opendocs.ids.ac.uk/opendocs/bitstream/handle/20.500.12413/8753/IDSB_32_3_10.1111-j.1759-5436.2001.mp32003005.x.pdf;sequence=1) * [Barrientos, S. (2001). Gender, flexibility and global value chains. IDS bulletin, 32(3), 83-93.](https://opendocs.ids.ac.uk/opendocs/bitstream/handle/20.500.12413/8749/IDSB_32_3_10.1111-j.1759-5436.2001.mp32003009.x.pdf?sequence=1) * [Al-Mudimigh, A. S., Zairi, M., & Ahmed, A. M. M. (2004). Extending the concept of supply chain:: The effective management of value chains. International Journal of Production Economics, 87(3), 309-320.](https://doi.org/10.1016/j.ijpe.2003.08.004) * [Feller, A., Shunk, D., & Callarman, T. (2006). Value chains versus supply chains. BP trends, 1, 1-7.](https://www.bptrends.com/bpt/wp-content/publicationfiles/03-06-ART-ValueChains-SupplyChains-Feller.pdf) * [Dunn, E. G. (2012). Facilitating systemic change in value chains: Lessons learned for strengthening country systems. Washington DC, US: USAID.](https://pdf.usaid.gov/pdf_docs/pnadz979.pdf) * [Jochnick, C. (2012). Systems, power, and agency in market-based approaches to poverty. Oxfam America Research Backgrounder Series. Boston: Oxfam America.](https://beamexchange.org/uploads/filer_public/2f/64/2f64190f-1213-486b-bf25-ac90553195be/systems_poweragency.pdf) * [Gereffi, G., & Lee, J. (2012). Why the world suddenly cares about global supply chains. Journal of supply chain management, 48(3), 24-32.](https://scholar.google.com/scholar_url?url=https://dukespace.lib.duke.edu/dspace/bitstream/handle/10161/10699/2012-07_JSCM_Gereffi%2520%2526%2520Lee_Why%2520the%2520world%2520suddenly%2520cares%2520about%2520global%2520supply%2520chains.pdf%3Fsequence%3D1%26isAllowed%3Dy&hl=en&sa=T&oi=gsb-gga&ct=res&cd=0&d=6674655782850824462&ei=EvRZY4vrM6LGsQLpkqzwBA&scisig=AAGBfm2Vi6ZzoIYiPkwzCCye9Dt3VaWORg) * [Montanía, C. V., & Dall’erba, S. (2022). Multi-dynamic interregional input-output shift-share: model, theory and application. Economic Systems Research, 34(2), 234-251.](https://doi.org/10.1080/09535314.2020.1867078) ## Value Networks * [Powell, W. V. (1990). Neither Market Nor Hierarchy: Network Forms of Organization. Research in organizational behavior, 12, 295-336.](http://web.stanford.edu/~woodyp/papers/powell_neither.pdf) * [Allee, V. (2002, November). A value network approach for modeling and measuring intangibles. In Transparent Enterprise Conference.](https://cmapspublic3.ihmc.us/rid=1J6QY39GL-NR144C-R3H/A_ValueNetwork_Approach.pdf) * [Demil, B., & Lecocq, X. (2006). Neither market nor hierarchy nor network: The emergence of bazaar governance. Organization studies, 27(10), 1447-1466.](https://www.researchgate.net/profile/Xavier-Lecocq/publication/242208902_Neither_Market_nor_Hierarchy_nor_Network_The_Emergence_of_Bazaar_Governance/links/0046352551a3badffe000000/Neither-Market-nor-Hierarchy-nor-Network-The-Emergence-of-Bazaar-Governance.pdf) * [Fantoni, G., Apreda, R., Valleri, P., Bonaccorsi, A., & Manenti, M. (2009, June). IPR tracking system in Collaborative Environments. In 2009 IEEE International Technology Management Conference (ICE) (pp. 1-8). IEEE.](http://www.ict-21.ch/com-ict/IMG/pdf/73_Fantoni_IPR-in-crowdsourcing-%283%29.pdf) * [Smith-Doerr, L., & Powell, W. W. (2010). 17 Networks and Economic Life. The handbook of economic sociology, 379.](http://woodypowell.com/wp-content/uploads/2012/03/4_NetworksandEconomicLife.pdf) * [Stroulia, E. Persons, Communities and Artifacts on The Web.](https://research.cs.queensu.ca/home/cordy/SPW/Proceedings/Web-of-PersonsStroulia.pdf) * [Letaifa, S. B. (2014). The uneasy transition from supply chains to ecosystems: The value-creation/value-capture dilemma. Management Decision.](https://drive.google.com/file/d/0BzrQyEif2HItTTBITmdLV2ZQZjA/view?resourcekey=0-oDrlN2r90NPvuN4N1tZPDA) * [Dredge, D. (2016). More than Profit: A Collaborative Economy with a Social Purpose.](https://drive.google.com/file/d/1FTudx0d5Z8Bzml1FmCqokvKWOeKhWaX0/view) * [Kortmann, S., & Piller, F. (2016). Open business models and closed-loop value chains: Redefining the firm-consumer relationship. California Management Review, 58(3), 88-108.](https://drive.google.com/drive/folders/0BzrQyEif2HItYTJlN2NkN2YtNTlkZC00N2FkLTk3YzQtYjI0OGNjNjM2Yjhi?resourcekey=0-u4vi3petZLt-V1R47EvtVg) * [Bollier, D. (2017). Re-imagining value: Insights from the care economy, commons, cyberspace and nature. Berlin: Heinrich Böll Siftung.](https://www.boell.de/sites/default/files/re-imagining-value-report.pdf) * [Powell, W. W., & Oberg, A. (2017). Networks and institutions. Sage handbook on organizational institutionalism, 446-476.](http://woodypowell.com/wp-content/uploads/2018/03/The_SAGE_Handbook_of_Organizational_Institutionali..._-_Chapter_17_Networks_and_Institutions.pdf) * [Bauwens, M., & Pazaitis, A. (2019). P2P accounting for planetary survival. P2P Foundation, Guerrilla Foundation and Schoepflin Foundation. Available online at: http://commonstransition. org/p2p-accounting-for-planetary-survival.](https://p2pfoundation.net/wp-content/uploads/2019/06/AccountingForPlanetarySurvival_def.pdf) * [Troncoso, Stacco, and Ann Marie Utratel. "If I Only Had a Heart: A DisCO Manifesto." The Transnational Institute 14 (2019).](https://disco.coop/manifesto/) * [Troncoso, S., & Ultratel, A. M. (2020). DisCO Elements: Groove Is in the Heart. url: https://disco.coop/wp-content/uploads/2020/12/DisCO_Elements_v1-3.pdf.](https://elements.disco.coop/) ## Cosmolocalism * [Cosmolocalism.eu](https://www.cosmolocalism.eu/) — "Amid a systemic crisis, it is imperative to create awareness of new capitalist and post-capitalist futures. COSMOLOCALISM is a research project to advance our understanding of how to create a sustainable economy through the commons." * [Ritzer, G. (2000). The McDonaldization of Society (New Century Edition). Thousand Oaks.](https://archive.org/details/mcdonaldizationo0000ritz) * [Kostakis, V., Niaros, V., Dafermos, G., & Bauwens, M. (2015). Design global, manufacture local: Exploring the contours of an emerging productive model. Futures, 73, 126-135.](https://zenodo.org/record/996189) * [Schismenos, A., Niaros, V., & Lemos, L. (2020). Cosmolocalism: Understanding the transitional dynamics towards post-capitalism. tripleC: Communication, Capitalism & Critique. Open Access Journal for a Global Sustainable Information Society, 670-684.](https://doi.org/10.31269/triplec.v18i2.1188) * [Schismenos, A., Niaros, V., & Lemos, L. (2021). A Genealogy of Cosmolocalism. Cosmolocal Reader.](https://www.researchgate.net/profile/Fedoua-Kasmi/publication/357486133_Do-It-Together_Towards_the_Factories_of_the_Future/links/61d088e5e669ee0f5c7c563c/Do-It-Together-Towards-the-Factories-of-the-Future.pdf#page=37) * [Kostakis, V., & Pantazis, A. (2021). Is ‘Deschooling Society’Possible? Notes from the Field. Postdigital Science and Education, 3(3), 686-692.](https://zenodo.org/record/5180774) ## Resource Contention/Sharing * [Blankenburg, D. (2021). Faster Primal-Dual Convergence for Min-Max Resource Sharing and Stronger Bounds via Local Weak Duality. arXiv preprint arXiv:2111.06820.](https://arxiv.org/abs/2111.06820) * [Manchella, K., Haliem, M., Aggarwal, V., & Bhargava, B. (2021). Passgoodpool: Joint passengers and goods fleet management with reinforcement learning aided pricing, matching, and route planning. IEEE Transactions on Intelligent Transportation Systems, 23(4), 3866-3877.](https://arxiv.org/abs/2011.08999) ### Quantum Resource Theories * [Gour, G., & Spekkens, R. W. (2008). The resource theory of quantum reference frames: manipulations and monotones. New Journal of Physics, 10(3), 033023.](https://iopscience.iop.org/article/10.1088/1367-2630/10/3/033023) * [Coecke, B., Fritz, T., & Spekkens, R. W. (2013). Resource theories: derivation of the foundational structure. In Proceedings of the 10th International Workshop on Quantum Physics and Logic (pp. 17-19).](https://www.cs.ox.ac.uk/people/bob.coecke/Resources_v0.pdf) * [Gour, G., Müller, M. P., Narasimhachar, V., Spekkens, R. W., & Halpern, N. Y. (2015). The resource theory of informational nonequilibrium in thermodynamics. Physics Reports, 583, 1-58.](https://arxiv.org/abs/1309.6586) * [Marchetti, P., & Scandolo, C. M. (2015) A GENERALIZED APPROACH TO RESOURCE THEORIES. Master's Thesis.](https://www.cs.ox.ac.uk/people/bob.coecke/Carlo-Maria-Thesis.pdf) * [Liu, Z. W. (2015). Quantum correlations, quantum resource theories and exclusion game (Doctoral dissertation, Massachusetts Institute of Technology).](https://dspace.mit.edu/handle/1721.1/100108) * [Chitambar, E., & Gour, G. (2019). Quantum resource theories. Reviews of modern physics, 91(2), 025001.](https://arxiv.org/abs/1806.06107) * [Sparaciari, C., Del Rio, L., Scandolo, C. M., Faist, P., & Oppenheim, J. (2020). The first law of general quantum resource theories. Quantum, 4, 259.](https://quantum-journal.org/papers/q-2020-04-30-259/) * [Halpern, N. Y., Kothakonda, N. B., Haferkamp, J., Munson, A., Eisert, J., & Faist, P. (2021). Resource theory of quantum uncomplexity. arXiv preprint arXiv:2110.11371.](https://arxiv.org/abs/2110.11371) * [Wu, K. D., Kondra, T. V., Rana, S., Scandolo, C. M., Xiang, G. Y., Li, C. F., ... & Streltsov, A. (2021). Operational resource theory of imaginarity. Physical Review Letters, 126(9), 090401.](https://journals.aps.org/prl/abstract/10.1103/PhysRevLett.126.090401) * [Guff, T., McMahon, N. A., Sanders, Y. R., & Gilchrist, A. (2021). A resource theory of quantum measurements. Journal of Physics A: Mathematical and Theoretical, 54(22), 225301.](https://arxiv.org/pdf/1902.08490.pdf) * [Kraemer, L., & Del Rio, L. (2021). Currencies in Resource Theories. Entropy, 23(6), 755.](https://www.mdpi.com/1099-4300/23/6/755/htm) * [Haferkamp, J., Faist, P., Kothakonda, N. B., Eisert, J., & Yunger Halpern, N. (2022). Linear growth of quantum circuit complexity. Nature Physics, 18(5), 528-532.](https://quantumsteampunk.umiacs.io/public/docs/Haferkamp_22_Linear.pdf) * [Milz, S., Bavaresco, J., & Chiribella, G. (2022). Resource theory of causal connection. Quantum, 6, 788.](https://quantum-journal.org/papers/q-2022-08-25-788/) ## Catallatics "A catallaxy is thus the special kind of spontaneous order produced by the market through people acting within the rules of the law of property, tort and contract." (Hayek, F. A., 1982, Law, Legislation and Liberty (Routledge, London), Vol. 2, pp. 108-109). Catallatics come from the Greek [καταλλάσσω](https://lsj.gr/wiki/%CE%BA%CE%B1%CF%84%CE%B1%CE%BB%CE%BB%CE%AC%CF%83%CF%83%CF%89), which has various meanings in differing declensions that refer to: * changing money * exchanging items and prisoners * transgressing/contravening conventions * reconciling accounts and people * to be attoned of an offense Related Works: * [Von Mises, L. (1949). Human action.](https://mises.org/library/human-action-0/html) * [Hayek, F. A. (1978). New studies in philosophy, politics, economics, and the history of ideas. University of Chicago Press.](https://archive.org/details/newstudiesinphil0000haye/page/60/mode/2up?q=catallaxy) * [Ptak, J. C. (2009) Action, Coordination, and Exchange: Voluntary Response to Stimuli in Profit-Seeking Endeavors.](https://mises.org/library/action-coordination-and-exchange-voluntary-response-stimuli-profit-seeking-endeavors) * [Taghizadegan, R., & Otto, M. F. (2015). PRAXEOLOGY OF COERCION: CATALLACTICS VS. CRATICS. Quarterly Journal of Austrian Economics, 18(3).](https://mises.org/library/praxeology-coercion-catallactics-vs-cratics) Personally, I must note that these works put to much emphasis on efficiency, as though that was the sole indicator of human satisfaction and improvement. ## Contracts * [Jones, S. P., Eber, J. M., & Seward, J. (2000). Composing contracts: an adventure in financial engineering. ACM SIG-PLAN Notices, 35(9), 280-292.](https://www.cs.tufts.edu/~nr/cs257/archive/simon-peyton-jones/contracts.pdf) * [Video Presentation](https://www.youtube.com/watch?v=b0zFmWsnoV0) * [Jones SP, Eber JM (2003) How to write a financial contract. In: Gibbons J, de Moor O (eds) The fun of programming. Palgrave Macmillan](https://www.microsoft.com/en-us/research/uploads/prod/2000/09/pj-eber.pdf) — expanded chapter of a book. * [contracts.scheming.org](http://web.archive.org/web/20130814194431/http://contracts.scheming.org/) — Anton van Staten's implementation. * [scala-contracts](https://github.com/channingwalton/scala-contracts) * [Finance_Contracts_Haskell](https://github.com/0xchamin/Finance_Contracts_Haskell) * [haskell-contract-valuation](https://github.com/AlexanderAA/haskell-contract-valuation) * [Financial Domain-Specific Language Listing](http://www.dslfin.org/resources.html) * [Andersen, J., Elsborg, E., Henglein, F., Simonsen, J. G., & Stefansen, C. (2006). Compositional specification of commercial contracts. International Journal on Software Tools for Technology Transfer, 8(6), 485-516.](https://doi.org/10.1007/s10009-006-0010-1) * > We present a declarative language for compositional specification of contracts governing the exchange of resources. It extends Eber and Peyton Jones’s declarative language for specifying financial contracts [JE03] to the exchange of money, goods and services amongst multiple parties, and it complements McCarthy’s Resources, Events and Agents (REA) accounting model [McC82] with a view-independent formal contract model that supports definition of user-defined contracts, automatic monitoring under execution, and user-definable analysis of their state before, during and after execution. We provide several realistic examples of commercial contracts and their analyses. A variety of (real) contracts can be expressed in such a fashion as to support their integration, management and analysis in an operational environment that registers events. * [Henglein, F., Larsen, K. F., Simonsen, J. G., & Stefansen, C. (2009). POETS: Process-oriented event-driven transaction systems. Journal of Logic and Algebraic Programming, 78(5), 381-401.](https://core.ac.uk/download/pdf/82771915.pdf) * [Frankau, S., Spinellis, D., Nassuphis, N., & Burgard, C. (2009). Commercial uses: Going functional on exotic trades. Journal of Functional Programming, 19(1), 27-45.](https://doi.org/10.1017/S0956796808007016) — [PDF](https://www.spinellis.gr/pubs/jrnl/2008-JFP-ExoticTrades/html/FSNB08.pdf) * [Hvitved, T. (2010). A survey of formal languages for contracts. Formal Languages and Analysis of Contract-Oriented Software, 29-32.](https://core.ac.uk/download/pdf/269284149.pdf) * [T. Hvitved. Contract Formalisation and Modular Implementation of Domain-Specific Languages. PhD thesis, Department of Computer Science, University of Copenhagen, 2012.](https://di.ku.dk/english/research/phd/phd-theses/2011/hvitved12phd.pdf) * [Hvitved, T., Klaedtke, F., & Zălinescu, E. (2012). A trace-based model for multiparty contracts. The Journal of Logic and Algebraic Programming, 81(2), 72-98.](https://doi.org/10.1016/j.jlap.2011.04.010) * [Schuldenzucker, S. (2014). Decomposing contracts (Doctoral dissertation, Master’s thesis, University of Bonn).](https://www.ifi.uzh.ch/dam/jcr:00000000-14fb-5daa-0000-000028016f77/decomposingcontracts.pdf) * [Wood G (2016) Ethereum: a secure decentralised generalised transaction ledger.](https://ethereum.github.io/yellowpaper/paper.pdf) * [Luu, L., Chu, D. H., Olickel, H., Saxena, P., & Hobor, A. (2016, October). Making smart contracts smarter. In Proceedings of the 2016 ACM SIGSAC conference on computer and communications security (pp. 254-269).](https://doi.org/10.1145/2976749.2978309) * [Clack, C. D., Bakshi, V. A., & Braine, L. (2016). Smart contract templates: foundations, design landscape and research directions. arXiv preprint arXiv:1608.00771.](https://arxiv.org/abs/1608.00771) * [Egelund-Müller, B., Elsman, M., Henglein, F., & Ross, O. (2017). Automated execution of financial contracts on blockchains. Business & Information Systems Engineering, 59(6), 457-467.](https://elsman.com/pdf/autocontracts.pdf) * [Hu, Q. (2018). FCL: A FORMAL LANGUAGE FOR WRITING CONTRACTS (Doctoral dissertation).](https://macsphere.mcmaster.ca/bitstream/11375/23049/2/Hu_Qian_2018May_PhD.pdf) * [Mathur, V. (2018). Literature Review: Smart Contract Semantics. arXiv preprint arXiv:1901.01815.](https://www.researchgate.net/publication/329863913_Literature_Review_Smart_Contract_Semantics) * [Clack, C. D., & Vanca, G. (2018, November). Temporal aspects of smart contracts for financial derivatives. In International Symposium on Leveraging Applications of Formal Methods (pp. 339-355). Springer, Cham.](https://arxiv.org/abs/1805.11677) * [Molina-Jimenez, C., Sfyrakis, I., Solaiman, E., Ng, I., Wong, M. W., Chun, A., & Crowcroft, J. (2018, November). Implementation of smart contracts using hybrid architectures with on and off–blockchain components. In 2018 IEEE 8th International Symposium on Cloud and Service Computing (SC2) (pp. 83-90). IEEE.](https://arxiv.org/abs/1808.00093) * [Murray, J. (2020) The Basics of Business Contracts and Agreements.](https://www.liveabout.com/basics-of-business-contracts-and-agreements-397811) ## Technology Adoption * [Sunny, S., Patrick, L., & Rob, L. (2019). Impact of cultural values on technology acceptance and technology readiness. International Journal of Hospitality Management, 77, 89-96.](https://doi.org/10.1016/j.ijhm.2018.06.017) ## Language * [Lambek, J. (1958). The mathematics of sentence structure. The American Mathematical Monthly, 65(3), 154-170.](http://www.cs.cmu.edu/~fp/courses/15816-f16/misc/Lambek58.pdf) * [Moens and Steedman (1988) Semantics Seminar](https://people.ucsc.edu/~abrsvn/MoensSteedmanHandout.pdf) * [Blommestein, F. B. E. (2013). Structured communication for dynamic business: an architecture for flexible B2B communication.](http://www.flowcanto.com/proefschrift.pdf) * [(2018) An economic sentence structure](https://hackmd.io/@Ogd5UcCCRgiyKDAabQOHwQ/S1Mm-WKOX?type=view) * [Müller, S. (2020). Grammatical theory:: From transformational grammar to constraint-based approaches. Language Science Press.](https://open.umn.edu/opentextbooks/textbooks/803) ### Time * [De Swart, H. (1998). Aspect shift and coercion. Natural language & linguistic theory, 16(2), 347-385.](https://www.jstor.org/stable/4047954) * [Altshuler, D. (2016). Events, states and times. In Events, States and Times. De Gruyter Open Poland.](https://semanticsarchive.net/Archive/TRiZTY1M/EventsStatesTimes_Altshuler.pdf) ### Relational Frame Theory (RFT) * [Barnes-Holmes, D., Barnes-Holmes, Y., & Cullinan, V. (2000). Relational frame theory and Skinner’s Verbal Behavior: A possible synthesis. The Behavior Analyst, 23(1), 69-84.](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC2731367/pdf/behavan00011-0071.pdf) * [Stewart, I., & Barnes-Holmes, D. (2001). Understanding metaphor: A relational frame perspective. The Behavior Analyst, 24(2), 191-199.](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC2731509/pdf/behavan00010-0073.pdf) * [Gross, A. C., & Fox, E. J. (2009). Relational frame theory: An overview of the controversy. The Analysis of verbal behavior, 25(1), 87-98.](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC2779078/pdf/anvb-25-01-87.pdf) * [Hayes, S. C., & Sanford, B. T. (2014). Cooperation came first: Evolution and human cognition. Journal of the Experimental Analysis of Behavior, 101(1), 112-129.](https://www.academia.edu/31179625/Cooperation_came_first_Evolution_and_human_cognition?from=cover_page) * [Barnes‐Holmes, D., & Harte, C. (2022). Relational frame theory 20 years on: The Odysseus voyage and beyond. Journal of the Experimental Analysis of Behavior, 117(2), 240-266.](https://doi.org/10.1002/jeab.733) ## Category Theory Not all of the papers in this list deal directly with category theory, but they are still mostly mathematical in nature and adjacent to the themes of the core category theory based papers. ### Introduction * [Barr, M., & Wells, C. (1990). Category theory for computing science (Vol. 1). New York: Prentice Hall.](https://www.math.mcgill.ca/triples/Barr-Wells-ctcs.pdf) * [Schalk, A., & Simmons, H. (2005). An introduction to category theory in four easy movements. Notes for a course offered as part of the MSc. in Mathematical Logic, Manchester University, 103.](https://web.archive.org/web/20090326214926/http://www.cs.man.ac.uk/~hsimmons/BOOKS/CatTheory.pdf) * [Adámek, J., Herrlich, H., & Strecker, G. E. (2009). Abstract and Concrete Categories; The Joy of Cats 2004. Reprints in Theory and Applications of Categories.](https://archive.org/details/Jiri_Adamek_Horst_Herrlich_George_E_Strecker__Abstract_and_Concrete_Categories_The_Joy_of_Cats) * [Spivak, D. I. (2013). Category theory for scientists (old version). arXiv preprint arXiv:1302.6946.](https://math.mit.edu/~dspivak/CT4S.pdf) * [Leinster, T. (2014). Basic category theory (Vol. 143). Cambridge University Press.](https://arxiv.org/abs/1612.09375) * [Bradley, T. D. (2018). What is applied category theory?. arXiv preprint arXiv:1809.05923.](https://arxiv.org/pdf/1809.05923.pdf) * [Fong, Brendan, and David I. Spivak. "Seven sketches in compositionality: An invitation to applied category theory." arXiv preprint arXiv:1803.05316 (2018).](https://arxiv.org/pdf/1803.05316.pdf) — more thorough, but relatively gentle introduction * [Milewski, B. (2019). Category theory for programmers. Bartosz Milewski.](https://bartoszmilewski.com/2014/10/28/category-theory-for-programmers-the-preface/) — exactly what it says on the tin, ### Not so Introduction * [J., P., May. (1993). Simplicial objects in algebraic topology.](https://www.google.com/books/edition/Simplicial_Objects_in_Algebraic_Topology/QGjwV0gyQnIC?hl=en&gbpv=1&pg=PA1&printsec=frontcover#v=onepage&q&f=false) * [Allegretti, D. G. (2008). Simplicial Sets and van Kampen’s Theorem. Preprint.](https://math.uchicago.edu/~may/VIGRE/VIGRE2008/REUPapers/Allegretti.pdf) * [Baez, J., & Stay, M. (2010). Physics, topology, logic and computation: a Rosetta Stone. In New structures for physics (pp. 95-172). Springer, Berlin, Heidelberg.](https://math.ucr.edu/home/baez/rosetta.pdf) — this shows connections between category theory and some of the broader concepts. * [Aczel, P., Ahrens, B., Altenkirch, T., Awodey, S., Barras, B., Bauer, A., ... & Soloviev, S. (2013). Homotopy Type Theory: Univalent Foundations of Mathematics.](https://homotopytypetheory.org/book/) ### Introduction to n-Categories * [Baez, J. C. (1997, September). An introduction to n-categories. In International Conference on Category Theory and Computer Science (pp. 1-33). Springer, Berlin, Heidelberg.](https://arxiv.org/pdf/q-alg/9705009.pdf) * [Berger, C. (2002). A cellular nerve for higher categories. Advances in Mathematics, 169(1), 118-175.](https://doi.org/10.1006/aima.2001.2056) * [Goerss, P. G., & Jardine, J. F. (2009). Simplicial homotopy theory. Springer Science & Business Media.](https://www.google.com/books/edition/Simplicial_Homotopy_Theory/ED1bVh5K-5YC?hl=en&gbpv=1&pg=PA1&printsec=frontcover#v=onepage&q&f=false) * [Shulman, M. A. (2010). Constructing symmetric monoidal bicategories. arXiv preprint arXiv:1004.0993.](https://arxiv.org/pdf/1004.0993.pdf) * [Jardine, J. F. (2010). Path categories and resolutions. Homology, Homotopy and Applications, 12(2), 231-244.](https://www.semanticscholar.org/paper/Path-categories-and-resolutions-Jardine/cde810555c16df898423c519d52a8d7fd294d49f) * [Simpson, C. (2011). Homotopy Theory of Higher Categories: From Segal Categories to n-Categories and Beyond (Vol. 19). Cambridge University Press.](https://arxiv.org/abs/1001.4071) ### Categories of Containers * [Calude, C. S., Dinneen, M. J., & Paun, G. (2000). Pre-proceedings of the workshop on multiset processing (WMP-CdeA 2000).](https://www.cs.auckland.ac.nz/research/groups/CDMTCS/researchreports/140WMP00.pdf) * [Hoogendijk, P., & De Moor, O. (2000). Container types categorically. Journal of functional programming, 10(2), 191-225.](https://www.researchgate.net/profile/Paul-Hoogendijk/publication/2592673_Container_Types_Categorically/links/569e3c2108ae16fdf07c43e2/Container-Types-Categorically.pdf) * [Abbott, M., Altenkirch, T., & Ghani, N. (2003, April). Categories of containers. In International Conference on Foundations of Software Science and Computation Structures (pp. 23-38). Springer, Berlin, Heidelberg.](https://link.springer.com/content/pdf/10.1007/3-540-36576-1_2.pdf) * [Abbott, M., Altenkirch, T., & Ghani, N. (2005). Containers: Constructing strictly positive types. Theoretical Computer Science, 342(1), 3-27.](https://doi.org/10.1016/j.tcs.2005.06.002) * [Ahman, D., & Uustalu, T. (2013). Distributive laws of directed containers. Progress in Informatics, 10, 3-18.](https://cs.ioc.ee/~danel/papers/pi13.pdf) * [Ahman, D., & Uustalu, T. (2016). Directed containers as categories. arXiv preprint arXiv:1604.01187.](https://arxiv.org/pdf/1604.01187.pdf) ### Linear Logic * [Girard, J. Y. (1987). Linear logic. Theoretical computer science, 50(1), 1-101.](http://girard.perso.math.cnrs.fr/linear.pdf) * [Lamping, J. (1989, December). An algorithm for optimal lambda calculus reduction. In Proceedings of the 17th ACM SIGPLAN-SIGACT symposium on Principles of programming languages (pp. 16-30).](https://doi.org/10.1145/96709.96711) — interesting, this is very similar to the work I did in rewriting graphs while preserving topology * [Gonthier, G., Abadi, M., & Lévy, J. J. (1992, February). The geometry of optimal lambda reduction. In Proceedings of the 19th ACM SIGPLAN-SIGACT symposium on Principles of programming languages (pp. 15-26).](https://doi.org/10.1145/143165.143172) * [Pratt, V. R. (1994). Chu spaces: complementarity and uncertainty in rational mechanics. Technical Report, Stanford University.](http://boole.stanford.edu/pub/bud.pdf) * [Gupta, V. (1994). Chu spaces: a model of concurrency. stanford university.](https://www.researchgate.net/publication/2663060_Chu_Spaces_A_Model_Of_Concurrency) * [Pratt, V. R. (1994, November). Chu spaces: Automata with quantum aspects. In Proceedings Workshop on Physics and Computation. PhysComp'94 (pp. 186-195). IEEE.](http://web.cecs.pdx.edu/~mperkows/CLASS_573/Asynchr_Febr_2007/ph94.pdf) — "Moreover they create certain links between automata theory, model theory for first order logic, and (the theme of this paper) quantum mechanics." * [Mackie, I. (1995, January). The geometry of interaction machine. In Proceedings of the 22nd ACM SIGPLAN-SIGACT symposium on Principles of programming languages (pp. 198-208).](https://doi.org/10.1145/199448.199483) * [Barr, M. (1996). The chu construction. Theory and Applications of Categories, 2(2), 17-35.](http://198.164.44.141/tac/volumes/1996/n2/n2.pdf) * [Pratt, V. (1999). Chu spaces. School on Category Theory and Applications (Coimbra, 1999), 21, 39-100.](http://boole.stanford.edu/pub/coimbra.pdf) * [Girard, J. Y. (2001). Locus solum: From the rules of logic to the logic of rules. Mathematical structures in computer science, 11(3), 301-506.](http://girard.perso.math.cnrs.fr/0.pdf) * [de Paiva, V., & Pratt, V. (2006). Preface to the special volume:“Chu spaces: theory and applications. Theory and Applications of Categories [electronic only], 17, 1-9.](https://www.academia.edu/28476551/Chu_Spaces_Theory_and_Applications) * [Fields, C., & Glazebrook, J. F. (2019). A mosaic of Chu spaces and Channel Theory II: Applications to object identification and mereological complexity. Journal of Experimental & Theoretical Artificial Intelligence, 31(2), 237-265.](https://arxiv.org/pdf/1803.08874.pdf) — this is interesting in that it connects Chu spaces to communication channels and topological coding. Potentially has applications in linguistics and RFT. * [Marshall, D., Vollmer, M., & Orchard, D. (2022). Linearity and Uniqueness: An Entente Cordiale. In European Symposium on Programming (pp. 346-375). Springer, Cham.](https://doi.org/10.1007/978-3-030-99336-8_13) ### Categories of Networks Valueflows (the subset of EconomicResource, Flow (Intent, Commitment, Event), Process, and Plan) is really a Properad. Even other structures around Proposal, Agreement, AgentRelationship have a Properad structure. * [Rosen, R. (1958). The representation of biological systems from the standpoint of the theory of categories. The bulletin of mathematical biophysics, 20(4), 317-341.](http://www.few.vu.nl/~rplanque/Onderwijs/MathBio/PapersForProject/Rosen.pdf) * [Krohn, K., & Rhodes, J. (1965). Algebraic theory of machines. I. Prime decomposition theorem for finite semigroups and machines. Transactions of the American Mathematical Society, 116, 450-464.](https://www.researchgate.net/profile/John-Rhodes-2/publication/243075966_Algebraic_Theory_of_Machines_I_Prime_Decomposition_Theorem_for_Finite_Semigroups_and_Machines/links/563b7d3708ae405111a768a2/Algebraic-Theory-of-Machines-I-Prime-Decomposition-Theorem-for-Finite-Semigroups-and-Machines.pdf) * [Joyal, A., & Street, R. (1991). The geometry of tensor calculus, I. Advances in mathematics, 88(1), 55-112.](https://www.sciencedirect.com/science/article/pii/000187089190003P?via%3Dihub) — [pdf](https://core.ac.uk/download/pdf/82659437.pdf) * [Trentelman, H. L., & Willems, J. C. (2003). The Behavioural Approach as a Paradigm for Modeling Interconnected Systems. Eur. J. Control, 9(2-3), 296-306.](https://homes.esat.kuleuven.be/~sistawww/smc/jwillems/Articles/JournalArticles/2003.3.pdf) * [Leinster, T. (2004). Higher operads, higher categories (No. 298). Cambridge University Press.](https://arxiv.org/pdf/math/0305049.pdf) * [Lack, S. (2004). Composing props. Theory and Applications of Categories, 13(9), 147-163.](http://www.tac.mta.ca/tac/volumes/13/9/13-09.pdf) * [Willems, J. C. (2007). The behavioral approach to open and interconnected systems. IEEE control systems magazine, 27(6), 46-99.](https://homes.esat.kuleuven.be/~sistawww/smc/jwillems/Articles/JournalArticles/2007.1.pdf) * [Willems, J. C. (2008). System interconnection. In Analysis and Design of Nonlinear Control Systems (pp. 25-39). Springer, Berlin, Heidelberg.](https://homes.esat.kuleuven.be/~sistawww/smc/jwillems/Articles/Bookarticles/FestschriftIsidori.pdf) * [Markl, M. (2008). Operads and PROPS. Handbook of algebra, 5, 87-140.](https://arxiv.org/pdf/math/0601129.pdf) — has a section on Properads which is relevant to processes in Valueflows. * [Krause, C. (2009). Integrated structure and semantics for Reo connectors and Petri nets. arXiv preprint arXiv:0911.5447.](https://arxiv.org/pdf/0911.5447.pdf) * [Coecke, B., & Paquette, E. O. (2010). Categories for the practising physicist. In New structures for physics (pp. 173-286). Springer, Berlin, Heidelberg.](https://arxiv.org/pdf/0905.3010.pdf) * [Selinger, P. (2010). A survey of graphical languages for monoidal categories. In New structures for physics (pp. 289-355). Springer, Berlin, Heidelberg.](https://arxiv.org/pdf/0908.3347.pdf) — might have ideas * [Baez, J. C., & Lauda, A. (2011). A prehistory of n-categorical physics. Deep Beauty: Understanding the Quantum World Through Mathematical Innovation, 13-128.](https://arxiv.org/pdf/0908.2469.pdf) * [Stay, M. (2013). Compact closed bicategories. arXiv preprint arXiv:1301.1053.](https://arxiv.org/pdf/1301.1053.pdf) * [Dixon, L., & Kissinger, A. (2013). Open-graphs and monoidal theories. Mathematical Structures in Computer Science, 23(2), 308-359.](https://arxiv.org/pdf/1011.4114.pdf) — relevant to Valueflows processes. * [Spivak, D. I. (2013). The operad of wiring diagrams: formalizing a graphical language for databases, recursion, and plug-and-play circuits. arXiv preprint arXiv:1305.0297.](https://arxiv.org/pdf/1305.0297.pdf) — relevant to discussion of recursive processes, or process composition * [Vagner, D., Spivak, D. I., & Lerman, E. (2014). Algebras of open dynamical systems on the operad of wiring diagrams. arXiv preprint arXiv:1408.1598.](https://arxiv.org/pdf/1408.1598.pdf) — also relevant * [Bonchi, F., Sobociński, P., & Zanasi, F. (2014, September). A categorical semantics of signal flow graphs. In International Conference on Concurrency Theory (pp. 435-450). Springer, Berlin, Heidelberg.](https://link.springer.com/chapter/10.1007/978-3-662-44584-6_30) — [HAL](https://hal.archives-ouvertes.fr/hal-02134182/file/sfg.pdf) — [archive](https://web.archive.org/web/20180626100531/https://www.southampton.ac.uk/~ps1a06/papers/sfg.pdf) — very applicable * [Vallette, B. (2014). Algebra+ homotopy= operad. Symplectic, Poisson, and noncommutative geometry, 62, 229-290.](https://arxiv.org/pdf/1202.3245.pdf) — not directly applicable * [Baez, J. C., & Fong, B. (2015). A compositional framework for passive linear networks. arXiv preprint arXiv:1504.05625.](https://arxiv.org/pdf/1504.05625.pdf) — this is in line with my thinking around Valueflows processes also being equivalent to hyperedges in a hypergraph. * [Hackney, P., Robertson, M., Yau, D., & Yau, D. Y. (2015). Infinity properads and infinity wheeled properads (Vol. 2147). Cham: Springer.](https://arxiv.org/pdf/1410.6716.pdf) — this may also have relevance as a way of modeling Valueflows * [Fong, B. (2015). Decorated cospans. arXiv preprint arXiv:1502.00872.](https://arxiv.org/pdf/1502.00872.pdf) * [Kock, J. (2016). Graphs, hypergraphs, and properads. Collectanea mathematica, 67(2), 155-190.](https://arxiv.org/pdf/1407.3744.pdf) * [Baez, J. C., Fong, B., & Pollard, B. S. (2016). A compositional framework for Markov processes. Journal of Mathematical Physics, 57(3), 033301.](https://doi.org/10.1063/1.4941578) — [arXiv](https://arxiv.org/pdf/1508.06448.pdf) * [Lerman, E., & Spivak, D. I. (2016). An algebra of open continuous time dynamical systems and networks. arXiv preprint arXiv:1602.01017.](https://arxiv.org/pdf/1602.01017v1.pdf) (Superceded by Lerman, E. (2018). Networks of open systems.) * [Courser, K. (2016). A bicategory of decorated cospans. arXiv preprint arXiv:1605.08100.](https://arxiv.org/pdf/1605.08100.pdf) — technically, the Valueflows model of processes fits into this kind of bicategory. * [Fong, B. (2016). The algebra of open and interconnected systems. arXiv preprint arXiv:1609.05382.](https://arxiv.org/pdf/1609.05382.pdf) — This is incredibly relevant. * [Coya, B., & Fong, B. (2016). Corelations are the prop for extraspecial commutative Frobenius monoids. arXiv preprint arXiv:1601.02307.](https://arxiv.org/pdf/1601.02307.pdf) * [Hedges, J., Shprits, E., Winschel, V., & Zahn, P. (2016). Compositionality and string diagrams for game theory. arXiv preprint arXiv:1604.06061.](https://arxiv.org/pdf/1604.06061.pdf) * [Clerc, F., Humphrey, H., & Panangaden, P. (2017). Bicategories of Markov processes. In Models, Algorithms, Logics and Tools (pp. 112-124). Springer, Cham.](https://www.cs.mcgill.ca/~prakash/Pubs/bicats_final.pdf) * [Baez, J. C., & Courser, K. (2017). Coarse-graining open Markov processes. arXiv preprint arXiv:1710.11343.](https://arxiv.org/pdf/1710.11343.pdf) — this is also potentially related to how processes can be modeled in Valueflows. * [Spivak, D. I., Schultz, P., & Rupel, D. (2017). String diagrams for traced and compact categories are oriented 1-cobordisms. Journal of Pure and Applied Algebra, 221(8), 2064-2110.](https://arxiv.org/pdf/1508.01069.pdf) — also relevant * [Spivak, D. I., & Tan, J. (2017). Nesting of dynamical systems and mode-dependent networks. Journal of Complex Networks, 5(3), 389-408.](https://arxiv.org/pdf/1502.07380.pdf) — relevant to Valueflows * [Lerman, E. (2018). Networks of open systems. Journal of Geometry and Physics, 130, 81-112.](https://doi.org/10.1016/j.geomphys.2018.03.020) — [arXiv](https://arxiv.org/pdf/1705.04814.pdf). * [Ghani, N., Hedges, J., Winschel, V., & Zahn, P. (2018, July). Compositional game theory. In Proceedings of the 33rd annual ACM/IEEE symposium on logic in computer science (pp. 472-481).](https://arxiv.org/pdf/1603.04641.pdf) * [Bonchi, F., Seeber, J., & Sobocinski, P. (2018). Graphical conjunctive queries. arXiv preprint arXiv:1804.07626.](https://arxiv.org/pdf/1804.07626.pdf) * [Bolt, J., Hedges, J., & Zahn, P. (2019). Bayesian open games. arXiv preprint arXiv:1910.03656.](https://arxiv.org/abs/1910.03656) * [Fong, B., & Spivak, D. I. (2019). Hypergraph categories. Journal of Pure and Applied Algebra, 223(11), 4746-4777.](https://doi.org/10.1016/j.jpaa.2019.02.014) — this is very relevant * [Jenča, G. (2019). Two monads on the category of graphs. Mathematica Slovaca, 69(2), 257-266.](https://arxiv.org/pdf/1706.00081.pdf) * [Hedges, J., & Herold, J. (2019). Foundations of brick diagrams. arXiv preprint arXiv:1908.10660.](https://arxiv.org/pdf/1908.10660.pdf) * [Genovese, F., Knispel, A., & Fitzgerald, J. (2019). Mapping finite state machines to zk-SNARKS Using Category Theory. arXiv preprint arXiv:1909.02893.](https://arxiv.org/pdf/1909.02893.pdf) * [Master, J., Patterson, E., Yousfi, S., & Canedo, A. (2020, August). String diagrams for assembly planning. In International Conference on Theory and Application of Diagrams (pp. 167-183). Springer, Cham.](https://arxiv.org/pdf/1909.10475.pdf) — also relevant to Valueflows * [Myers, D. J. (2020). Double categories of open dynamical systems. arXiv preprint arXiv:2005.05956.](https://arxiv.org/pdf/2005.05956.pdf) * [Spivak, D. I. (2020). Poly: An abundant categorical setting for mode-dependent dynamics. arXiv preprint arXiv:2005.01894.](https://arxiv.org/pdf/2005.01894.pdf) — highly relevant. * [Libkind, S. (2020). An algebra of resource sharing machines. arXiv preprint arXiv:2007.14442.](https://arxiv.org/pdf/2007.14442.pdf) — So good! This builds a complete mathematical model that we could potentially adapt and use without too much work. * [Master, J. (2020). The open algebraic path problem. arXiv preprint arXiv:2005.06682.](https://arxiv.org/pdf/2005.06682.pdf) * [Baez, J. C., Genovese, F., Master, J., & Shulman, M. (2021, June). Categories of nets. In 2021 36th Annual ACM/IEEE Symposium on Logic in Computer Science (LICS) (pp. 1-13). IEEE.](https://arxiv.org/pdf/2101.04238.pdf) * [Master, J. E. (2021). Composing Behaviors of Networks. University of California, Riverside.](https://arxiv.org/pdf/2105.12905.pdf) — this is also very relevant to Valueflows * [Chih, T., & Scull, L. (2021). A homotopy category for graphs. Journal of Algebraic Combinatorics, 53(4), 1231-1251.](https://arxiv.org/pdf/1901.01619.pdf) * [Hackney, P. (2021). Categories of graphs for operadic structures. arXiv preprint arXiv:2109.06231.](https://arxiv.org/pdf/2109.06231.pdf) * [Patterson, E., Lynch, O., & Fairbanks, J. (2021). Categorical data structures for technical computing. arXiv preprint arXiv:2106.04703.](https://arxiv.org/pdf/2106.04703.pdf) — this seems fairly relevant * [Pisani, C. (2022). Operads as double functors. arXiv preprint arXiv:2208.07028.](https://arxiv.org/pdf/2208.07028.pdf) * [Proudfoot, N., & Ramos, E. (2022). The contraction category of graphs. Representation Theory of the American Mathematical Society, 26(23), 673-697.](https://arxiv.org/pdf/1907.11234.pdf) #### Petri Nets Petri nets are very similar to how Vauleflows models the flow of resources between processes. However, Petri nets typically have a ability to make a decision formalized within their logic (like a threshold being crossed at which point an action occurs). Valueflows leaves this decision up to the people using it, so it can't formally predict as much as Petri nets. However, that means that any of the symmetric monoidal category aspects of Petri nets likely still apply to Plans and Processes in Valueflows (especially if we allow for nesting Plans and fully create a Properad structure around them). * [Petri net](https://en.wikipedia.org/wiki/Petri_net) * [Algebraic Petri net](https://en.wikipedia.org/wiki/Algebraic_Petri_net) * [Petri Nets](http://petrinet.org/) * [Winskel, G. (1986, September). Event structures. In advanced course on Petri nets (pp. 325-392). Springer, Berlin, Heidelberg.](https://www.cl.cam.ac.uk/~gw104/EvStr.pdf) * [Sobociński, P. (2010, August). Representations of Petri net interactions. In International Conference on Concurrency Theory (pp. 554-568). Springer, Berlin, Heidelberg.](https://www.researchgate.net/publication/225579280_Representations_of_Petri_Net_Interactions) * [Rathke, J., Sobocinski, P., & Stephens, O. (2013). Decomposing Petri nets. arXiv preprint arXiv:1304.3121.](https://arxiv.org/pdf/1304.3121.pdf) — this seems relevant for breaking apart larger graphs into smaller modules * [Baez, J. C., & Pollard, B. S. (2017). A compositional framework for reaction networks. Reviews in Mathematical Physics, 29(09), 1750028.](https://arxiv.org/pdf/1704.02051.pdf) * [Genovese, F., & Herold, J. (2018). Executions in (semi-) integer petri nets are compact closed categories. arXiv preprint arXiv:1805.05988.](https://arxiv.org/pdf/1805.05988.pdf) * [Bruni, R., Melgratti, H., & Montanari, U. (2018, July). Concurrency and probability: Removing confusion, compositionally. In Proceedings of the 33rd Annual ACM/IEEE Symposium on Logic in Computer Science (pp. 195-204).](https://arxiv.org/pdf/1710.04570.pdf) * [Team, S., Genovese, F., & Herold, J. (2019). The mathematical specification of the statebox language. arXiv preprint arXiv:1906.07629.](https://arxiv.org/pdf/1906.07629.pdf) * [Genovese, F., Gryzlov, A., Herold, J., Perone, M., Post, E., & Videla, A. (2019). Computational Petri nets: adjunctions considered harmful. arXiv preprint arXiv:1904.12974.](https://arxiv.org/pdf/1904.12974.pdf) * [Master, J. (2020). Petri nets based on Lawvere theories. Mathematical Structures in Computer Science, 30(7), 833-864.](https://www.cambridge.org/core/services/aop-cambridge-core/content/view/9E0F011860A1285DDC498B740774FBDC/S0960129520000262a.pdf/petri-nets-based-on-lawvere-theories.pdf) — [arXiv](https://arxiv.org/pdf/1904.09091.pdf) * [Baez, J. C., & Master, J. (2020). Open petri nets. Mathematical Structures in Computer Science, 30(3), 314-341.](https://www.cambridge.org/core/services/aop-cambridge-core/content/view/4D1BC7F05BE8CB0C83C65F7CDF70AF2F/S0960129520000043a.pdf/open_petri_nets.pdf) — [arXiv](https://arxiv.org/pdf/1808.05415.pdf) * [Genovese, F., & Spivak, D. I. (2020, June). A categorical semantics for guarded petri nets. In International Conference on Graph Transformation (pp. 57-74). Springer, Cham.](https://arxiv.org/pdf/2002.02762.pdf) * [Genovese, F., & Herold, J. (2021). A Categorical Semantics for Hierarchical Petri Nets. arXiv preprint arXiv:2102.00096.](https://arxiv.org/pdf/2102.00096.pdf) * [Genovese, F., Loregian, F., & Palombi, D. (2021, June). Nets with Mana: A Framework for Chemical Reaction Modelling. In International Conference on Graph Transformation (pp. 185-202). Springer, Cham.](https://arxiv.org/pdf/2101.06234.pdf) ### Language & Meaning * [McCarthy, J. (1979). First Order Theories of Individual Concepts and Propositions. STANFORD UNIV CALIF DEPT OF COMPUTER SCIENCE.](https://apps.dtic.mil/sti/pdfs/ADA071422.pdf) * [Aerts, D., & Gabora, L. (2005). A theory of concepts and their combinations I: The structure of the sets of contexts and properties. Kybernetes.](https://arxiv.org/pdf/quant-ph/0402207.pdf) * [Aerts, D., & Gabora, L. (2005). A theory of concepts and their combinations II: A Hilbert space representation. Kybernetes, 34(1/2), 192-221.](https://arxiv.org/pdf/quant-ph/0402205.pdf) * [Preller, A., & Lambek, J. (2007). Free compact 2-categories. Mathematical structures in computer science, 17(2), 309-340.](https://hal-lirmm.ccsd.cnrs.fr/lirmm-00137681/file/Compact2-Categories.pdf) * [Clark, S., & Pulman, S. (2007). Combining symbolic and distributional models of meaning.](https://www.aaai.org/Papers/Symposia/Spring/2007/SS-07-08/SS07-08-008.pdf) * [Coecke, B., Sadrzadeh, M., & Clark, S. (2010). Mathematical foundations for a compositional distributional model of meaning. arXiv preprint arXiv:1003.4394.](https://arxiv.org/pdf/1003.4394.pdf) * [Kalfoglou, Y., & Schorlemmer, M. (2010). The information flow approach to ontology-based semantic alignment. In Theory and Applications of Ontology: Computer Applications (pp. 101-114). Springer, Dordrecht.](https://eprints.soton.ac.uk/268564/1/tao.pdf) * [Grefenstette, E., & Sadrzadeh, M. (2011). Experimental support for a categorical compositional distributional model of meaning. arXiv preprint arXiv:1106.4058.](https://aclanthology.org/D11-1129.pdf) * [Kartsaklis, D., & Sadrzadeh, M. (2013). Prior disambiguation of word tensors for constructing sentence vectors.](https://www.cs.ox.ac.uk/files/5725/karts_sadr_emnlp.pdf) * [Sadrzadeh, M., Clark, S., & Coecke, B. (2013). The Frobenius anatomy of word meanings I: subject and object relative pronouns. Journal of Logic and Computation, 23(6), 1293-1317.](https://arxiv.org/pdf/1404.5278.pdf) * [Kartsaklis, D., Sadrzadeh, M., Pulman, S., & Coecke, B. (2013). Reasoning about meaning in natural language with compact closed categories and Frobenius algebras. Logic and algebraic structures in quantum computing, 199.](https://arxiv.org/pdf/1401.5980.pdf) * [Coecke, B., & Lewis, M. (2015, July). A compositional explanation of the ‘pet fish’phenomenon. In International Symposium on Quantum Interaction (pp. 179-192). Springer, Cham.](https://arxiv.org/pdf/1509.06594.pdf) — this also has connections to RFT (Relational Frame Theory) in psychology. * [Piedeleu, R., Kartsaklis, D., Coecke, B., & Sadrzadeh, M. (2015). Open system categorical quantum semantics in natural language processing. arXiv preprint arXiv:1502.00831.](https://arxiv.org/pdf/1502.00831.pdf) * [Zeng, W., & Coecke, B. (2016). Quantum algorithms for compositional natural language processing. arXiv preprint arXiv:1608.01406.](https://arxiv.org/pdf/1608.01406.pdf) * [Bolt, J., Coecke, B., Genovese, F., Lewis, M., Marsden, D., & Piedeleu, R. (2017). Interacting conceptual spaces I: Grammatical composition of concepts. arXiv preprint arXiv:1703.08314.](https://arxiv.org/pdf/1703.08314.pdf) * [Coecke, B. (2017). From quantum foundations via natural language meaning to a theory of everything. In The Incomputable (pp. 63-80). Springer, Cham.](https://arxiv.org/pdf/1602.07618.pdf) * [Bradley, T. D., Lewis, M., Master, J., & Theilman, B. (2018). Translating and Evolving: Towards a model of language change in DisCoCat. arXiv preprint arXiv:1811.11041.](https://arxiv.org/pdf/1811.11041.pdf) * [Bolt, J., Coecke, B., Genovese, F., Lewis, M., Marsden, D., & Piedeleu, R. (2019). Interacting conceptual spaces I: Grammatical composition of concepts. In Conceptual spaces: Elaborations and applications (pp. 151-181). Springer, Cham.](https://arxiv.org/pdf/1608.01402.pdf) * [Menezes, T., & Roth, C. (2019). Semantic hypergraphs. arXiv preprint arXiv:1908.10784.](https://arxiv.org/pdf/1908.10784.pdf) * [Corfield, D. (2020). Expressing ‘the structure of’in homotopy type theory. Synthese, 197(2), 681-700.](https://doi.org/10.1007/s11229-017-1569-7) — [PDF](https://ncatlab.org/davidcorfield/files/TheStructure3.pdf) ### Quantum Resource Theories I'm just putting these here beacuse there may be some interesting but tenuous connection and I don't have time to sort through it. Maybe someone else will tell me exactly what the connection is. Or some research will benefit from this independent of Valuflows. * [Quantum Resource Theories :: Chitambar Quantum Information Group: Get entangled at Illinois](https://quantum-entangled.ece.illinois.edu/quantum-resource-theories/) * [Gour, G., & Spekkens, R. W. (2008). The resource theory of quantum reference frames: manipulations and monotones. New Journal of Physics, 10(3), 033023.](https://iopscience.iop.org/article/10.1088/1367-2630/10/3/033023) * [Coecke, B., Fritz, T., & Spekkens, R. W. (2013). Resource theories: derivation of the foundational structure. In Proceedings of the 10th International Workshop on Quantum Physics and Logic (pp. 17-19).](https://www.cs.ox.ac.uk/people/bob.coecke/Resources_v0.pdf) * [Gour, G., Müller, M. P., Narasimhachar, V., Spekkens, R. W., & Halpern, N. Y. (2015). The resource theory of informational nonequilibrium in thermodynamics. Physics Reports, 583, 1-58.](https://arxiv.org/abs/1309.6586) * [Marchetti, P., & Scandolo, C. M. (2015) A GENERALIZED APPROACH TO RESOURCE THEORIES. Master's Thesis.](https://www.cs.ox.ac.uk/people/bob.coecke/Carlo-Maria-Thesis.pdf) * [Liu, Z. W. (2015). Quantum correlations, quantum resource theories and exclusion game (Doctoral dissertation, Massachusetts Institute of Technology).](https://dspace.mit.edu/handle/1721.1/100108) * [Chitambar, E., & Hsieh, M. H. (2016). Relating the resource theories of entanglement and quantum coherence. Physical review letters, 117(2), 020402.](https://arxiv.org/pdf/1509.07458.pdf) * [Chitambar, E., & Gour, G. (2016). Critical examination of incoherent operations and a physically consistent resource theory of quantum coherence. Physical review letters, 117(3), 030401.](https://doi.org/10.1103/PhysRevLett.117.030401) * [Chitambar, E. (2018). Dephasing-covariant operations enable asymptotic reversibility of quantum resources. Physical Review A, 97(5), 050301.](https://doi.org/10.1103/PhysRevA.97.050301) * [Chitambar, E., & Gour, G. (2019). Quantum resource theories. Reviews of modern physics, 91(2), 025001.](https://arxiv.org/abs/1806.06107) * [Sparaciari, C., Del Rio, L., Scandolo, C. M., Faist, P., & Oppenheim, J. (2020). The first law of general quantum resource theories. Quantum, 4, 259.](https://quantum-journal.org/papers/q-2020-04-30-259/) * [Halpern, N. Y., Kothakonda, N. B., Haferkamp, J., Munson, A., Eisert, J., & Faist, P. (2021). Resource theory of quantum uncomplexity. arXiv preprint arXiv:2110.11371.](https://arxiv.org/abs/2110.11371) * [Wu, K. D., Kondra, T. V., Rana, S., Scandolo, C. M., Xiang, G. Y., Li, C. F., ... & Streltsov, A. (2021). Operational resource theory of imaginarity. Physical Review Letters, 126(9), 090401.](https://journals.aps.org/prl/abstract/10.1103/PhysRevLett.126.090401) * [Guff, T., McMahon, N. A., Sanders, Y. R., & Gilchrist, A. (2021). A resource theory of quantum measurements. Journal of Physics A: Mathematical and Theoretical, 54(22), 225301.](https://arxiv.org/pdf/1902.08490.pdf) * [Kraemer, L., & Del Rio, L. (2021). Currencies in Resource Theories. Entropy, 23(6), 755.](https://www.mdpi.com/1099-4300/23/6/755/htm) * [Haferkamp, J., Faist, P., Kothakonda, N. B., Eisert, J., & Yunger Halpern, N. (2022). Linear growth of quantum circuit complexity. Nature Physics, 18(5), 528-532.](https://quantumsteampunk.umiacs.io/public/docs/Haferkamp_22_Linear.pdf) * [Milz, S., Bavaresco, J., & Chiribella, G. (2022). Resource theory of causal connection. Quantum, 6, 788.](https://quantum-journal.org/papers/q-2022-08-25-788/)