Experience Management 11/17/2018 Sean White -- saw207 -- CSE 435

What is this? What’s a Case Base? 11/17/2018 Sean White -- saw207 -- CSE 435

Recall Data are facts with no context Information is interpreted data Knowledge is a set of related information Experience is stored specific knowledge Case base as experience to be managed 11/17/2018 Sean White -- saw207 -- CSE 435

Warehouses of Experience External CBR Systems Knowledge / Experience Base Data Base Documentation People 11/17/2018 Sean White -- saw207 -- CSE 435

Observations May contain any level of classification Not independent Some contain unknown resources Dynamic IDSS may contain any / all of these 11/17/2018 Sean White -- saw207 -- CSE 435

Knowledge / Experience Management Requires systematic approach Key functions Retrieval Adaptation Maintenance Storage Analysis 11/17/2018 Sean White -- saw207 -- CSE 435

Example – Software Engineering Sources of Knowledge / Experience API Documentation Software Objects (Classes) Project Documentation (Feasibility Studies, etc.) Software Manuals (e.g. Design Patterns) Bug Reports (Ticket Systems) Programmers Customers 11/17/2018 Sean White -- saw207 -- CSE 435

Ex. Software Engineering Access Patterns (Who needs this?) Executive Officers Senior Designers Developers QA Staff Parallels – Manufacturing, Engineering, etc. 11/17/2018 Sean White -- saw207 -- CSE 435

Ex. Software Engineering Maintenance (Who can make changes?) Dedicated Staff? (Experience Engineers) But, others may require / request changes Developers Designers QA Staff Need an explicit methodology for maintenance 11/17/2018 Sean White -- saw207 -- CSE 435

Knowledge / Experience Management – Revisited Must consider all these sub-problems Aggregate knowledge across domains Provide methodology for interaction Satisfy maintenance goals Analyze usage 11/17/2018 Sean White -- saw207 -- CSE 435

Major Tasks for EM Creating the EB and related applications Maintaining the EB Gather new experience Prune old or bad experience Reorganization Continual Adaptation Presentation Integration (Knowledge, Process) All to facilitate knowledge reuse!! 11/17/2018 Sean White -- saw207 -- CSE 435

COIN Corporate Information Network Provides Intranetwork Experience System Framework for Integrating EM Technologies Includes a Knowledge Base Describes an EMCF Experience Management Content Framework 11/17/2018 Sean White -- saw207 -- CSE 435

COIN – ECMF Knowledge Base CB CB CB 11/17/2018 Sean White -- saw207 -- CSE 435

Knowledge Base Systems INRECA Knowledge base system for developing… Knowledge Base Systems Note: Make sure everyone’s head is still attached. 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA Integrated Platform for Reasoning from Cases Induction and Reasoning from Cases Methodology for constructing EM systems Provides Interfaces for case managers Methods for knowledge collection Processes for indexing knowledge Models for representing knowledge 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA – Applications Help-desk systems Maintenance systems Robots, Toxicology Maintenance systems Boeing, Diesel ship engines Risk assessment systems Wind damage, Gas meters Experience feedback systems Nuclear power plants, Electrical systems Feasibility assessment systems 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA – Process Abstraction Knowledge base contains processes Specific Terminology 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA – Knowledge Base Consists of Three Levels of Objects Common Generic Level High Level Building Blocks, Approach Cookbook Level Types of Applications, Recipes Application Level Specific Previous Applications Each level stores processes for creating products 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA – Knowledge Base 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA – KB Contents Structured, linked hypertext Products Methods Resources Required to meet goals Full text search -> Retrieval Inaccurate, limited Fine for most SW development projects 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA vs. COIN Knowledge Representation COIN text objects classification INRECA hierarchy and classification Observation Managerial Problem Technical Guideline Maintenance Feasibility Solution Organizational Suggestion Work flow Pilots and stuff… 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA Hierarchy (Classification) Product Process Product Project Idea Develop Project Living Application Goal Identification Feasibility Study Organization Analysis Managerial Technical Organizational 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA Hierarchy (Classification) Goal Identification Project Idea Develop Project Living Application Project Idea Define Scope & Goals for Feasibility Scope & Goal Definition 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA Hierarchy (Classification) 11/17/2018 Sean White -- saw207 -- CSE 435

Stamping Advisor (SA) Ford Motor Co. Task (Process) Oriented Assists in feasibility study (design support) Task (Process) Oriented Similar to INRECA Well integrated into existing tools Automatic retrieval / insertion Knowledge drawn from Ford’s Best Practices Indexed by Verity 11/17/2018 Sean White -- saw207 -- CSE 435

Stamping Advisor (SA) 11/17/2018 Sean White -- saw207 -- CSE 435

Graduate Admissions Advisor University of Wollongong, Australia Assists decisions regarding applicant acceptance Classifies information using RDF ontology Resource Description Framework (Semantic Web) CBR Uses agents for information retrieval Goal driven Browser based 11/17/2018 Sean White -- saw207 -- CSE 435

Graduate Admissions Advisor – Agents Software entities (processes) specialized for Retrieval Performs Query Reuse Similarity Assessment Adaptation Storage Indexing Intelligent Uses reasoning to construct a plan to achieve goal 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA vs. COIN vs. SA vs. GAA Knowledge Integration Compiling related knowledge Possibly across domains Include all relevant knowledge Various sources INRECA uses hierarchy to compose relations COIN uses classification for retrieval SA uses tasks to classify needed information GAA uses RDF (XML – Semantic Web) 11/17/2018 Sean White -- saw207 -- CSE 435

INRECA – Maintenance (and Reuse) Performed both during and after project Project Characterization Recipe Reuse (or Formulation) Analyze and Combine Processes Perform Project Plan Documentation everywhere… Analyze Project Plan Add Project to KB Add New Recipes All of this can be in the KB! 11/17/2018 Sean White -- saw207 -- CSE 435

SA – Maintenance Automatic Takes no extra effort As issues are identified Prompts user for information Adds to knowledge base Takes no extra effort Documenting fix enters new knowledge into base Available immediately to downstream tasks 11/17/2018 Sean White -- saw207 -- CSE 435

Graduate Admissions Advisor – Maintenance Automatic case adaptation Still requires human intervention to verify Web forms for new cases Storage agent Automatically re-indexes database for new cases 11/17/2018 Sean White -- saw207 -- CSE 435

COIN – Maintenance Maintenance Procedures as Knowledge Quality Knowledge Rate the KB/CBR system performance Procedural Knowledge How to maintain the KB Decision Knowledge Use Quality Knowledge to choose Procedures Real-time – gathered from data mining 11/17/2018 Sean White -- saw207 -- CSE 435