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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>A Conceptual Model for Context-aware Web Engineering</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>J. Wolfgang Kaltz</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ju¨ rgen Ziegler</string-name>
          <email>zieglerg@interactivesystems.info</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>IIIS, Universita ̈t Duisburg-Essen (Campus Duisburg)</institution>
          ,
          <addr-line>47057 Duisburg</addr-line>
          ,
          <country country="DE">Germany</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>This paper presents a conceptual model which aims to account for context-sensitivity in a comprehensive and integrated fashion for Web engineering processes. The model permits the combination of a domain ontology with context-relevant parameters, with a degree of relevance. In the subsequent development of the Web application, the Web engineer can then choose to make use of the context-sensitive model where it is deemed useful, and at varying levels: navigation, content display and services presented to the user.</p>
      </abstract>
      <kwd-group>
        <kwd>Web-engineering</kwd>
        <kwd>context model</kwd>
        <kwd>domain ontology</kwd>
        <kwd>service integration</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>
        The next generation of Web software holds the promise of mass customization ([
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]).
If we look at customization of software as its ability to ful ll an individual user's needs,
we realize that the software must be aware of several factors: the user's pro le, her
current task or goal, and possibly additional factors such as location, time, or device
used. The combination of all relevant factors can be termed the context, and thus a
Web software which takes them into account is a context-aware application.
      </p>
      <p>
        Several approaches to integrating such context-awareness within software
applications have been used in the past. Hypermedia applications have typically focused on the
areas of learning and information retrieval, with the goal of guiding the user's
navigation and presenting relevant information. An overview of this eld of research, usually
called adaptive hypermedia, is given in [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. In this eld, the system adapts its offering
according to the user model, where this user model is generally constructed from the
user's behavior. Adaptivity in this sense takes into account user categories, sometimes
also the types of tasks ([
        <xref ref-type="bibr" rid="ref3">3</xref>
        ],[
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]). Another recent eld of development in Web applications
with respect to context-sensitivity has focused on providing context-relevant
information to mobile users, usually based on their location as context information. A typical
scenario is a touristic visit in which the user is guided by a mobile device such as a PDA
(see e.g. [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]). Chen et al. ([
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]) provide a survey of context-aware mobile computing
research. These applications use a context model which is speci c to mobile scenarios.
Research such as [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] does suggest that other types of context, such as domain context,
are also relevant to mobile applications, but does not explore this issue in detail.
      </p>
      <p>We believe that context modeling is potentially useful in all types of applications,
and that therefore a more general model, including mechanisms for context integration
and usage, which would cover a wide variety of application domains, would be bene
cial. Attempting to integrate context and adaptation capabilities in a comprehensive
approach poses a number of interesting challenges. An integrated conceptual model based
on a multitude of context factors is needed. This raises the question of how to structure
and systemize the analysis and design processes. There is the risk of high complexity
resulting from a large number of interactions between context factors. Generally
speaking, modeling context is a dif cult and time-consuming task, so an important question
is how it can be made more effective, with the help of an appropriate base model and
tools.</p>
      <p>
        Our speci c focus is the area of Web engineering, which advocates a process and a
systematic approach to development of Web-based systems ([
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]). We will aim to
provide for context modeling in a more general way than for mobile scenarios only, as we
believe the bene ts of context models can apply in general to Web applications, whether
they are used by mobile devices or not. In fact, future Web applications should attempt
to provide services for all sorts of devices, the device being just an additional context
factor. In this article, we will rst present an approach to modeling context on a broad
base, integrated with other elements of the application domain; subsequently we will
discuss how this model may be used within a Web engineering process. We will also
discuss design issues of a corresponding context system. Finally, we will discuss related
work and present an outlook.
2
      </p>
    </sec>
    <sec id="sec-2">
      <title>Context Modeling in Web Engineering</title>
      <p>
        Recent studies have shown that a systematic engineering approach is often lacking in
the development of Web software [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ], leading to negative effects such as limited
reusability and dif cult maintainability. The focus of current research (see, e.g., [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]) is
thus to provide a methodology and tools for systematic engineering of Web applications.
Such efforts are often based on establishing an ontology, which represents the terms and
relations of the domain relevant to a speci c application.
      </p>
      <p>In our modeling approach, the domain ontology plays a central role and may already
have been developed in the overall engineering process. The goal is then to connect
the domain ontology with context information. Context parameters are classi ed and
connected with a certain weight to elements of the domain ontology, resulting in a
relevance space. This approach is detailed in this section; the subsequent section will
focus on how this model may be used by a Web application.</p>
      <p>It should be noted that, although we shall aim at having as big a part as possible of
the model generated by the system, we consider it indispensable for an expert user to
be able to validate and extend the model. Therefore the model will need to be exible
with regard to representing context information, and yet remain comprehensible by an
expert user. The goal of attaining this compromise will motivate the decisions presented
here.
2.1</p>
      <sec id="sec-2-1">
        <title>A General View of Context</title>
        <p>Our general notion of context is that elements of the conceptual design space of an
application, such as concepts of the domain ontology, can be contextualized through
relations to elements of the context space. A certain information object may be, for
example, particularly relevant for a speci c geographic region or location. This relation
is reciprocal: the information object is relevant if the current context is determined
by the speci c location; conversely, a speci c location may be relevant if the current
context focus is on a particular information object.</p>
        <p>Context is thus determined by a set of context factors and
 a current perspective on these factors,
 an integrated ontology,
 a structuring of the context factors.
2.2</p>
      </sec>
      <sec id="sec-2-2">
        <title>Categorization of Context Elements</title>
        <p>The question of how to integrate context elements, or parameters, within an application
model can be approached in two different ways. First, it is conceivable to allow for
arbitrary de nition of context parameters, and arbitrary combination with elements of
the domain ontology. This would provide for maximum exibility in the linking of
context parameters and domain elements, and ensure that the model has a theoretically
unlimited expressive power.</p>
        <p>The second approach is to de ne a categorization of context parameters, and require
speci c values relevant to the application domain at hand to be assigned to one of these
classes. This would seem to be a major restriction for the conceptual model, however,
for the practical usage, we postulate that such a grouping of parameters is unavoidable,
from the modeling perspective and from the usage perspective. Since we assume that
some form of human interaction will be required to complete and adjust the model,
the grouping of parameters is indispensable for the user to maintain an overview of the
model. On the other hand, we assume that not all context elements will be linked with
the domain ontology. This means that there will be a concept of neighborhood
between context elements, such that certain elements will be relevant in a given context,
even though they are not directly linked to the domain. In order to achieve a
neighborhood, some form of categorization is required. Furthermore, such a categorization will
allow for a large degree of re-use, through the possibility of context catalogues.</p>
        <p>Given that we wish to classify context elements, we now should ask which, and how
many, classes are useful. Existing approaches in mobile scenarios, as described above,
usually focus on one or two classes, which are key to the scenarios they wish to cover:
these are typically Location and/or Device, sometimes Time. The limitation to one or
two classes has the advantage of ensuring that the model will remain understandable,
however is less expressive and limits the combination possibilities. For context
modeling representing a broad variety of Web application scenarios, we propose the following
categories of context parameters:
 User &amp; Role: a categorization of users according to their role, such as various types
of customers, or different types of employees.
 Process &amp; Task: the functional context, such as work items for employees.
 Location: a categorization of locations relevant to the application, in the desired
granularity: for some applications, the country may be suf cient location
information, for others, the city, and so forth. These locations are not to be confused
with the locations sensed by the system, such as by GPS positioning, user input, or
network address (IP address or the like). Furthermore, this location categorization
does not refer to locations in the information space (i.e. where is a certain Web
media located) nor their proximity location-wise to other elements in this space: in
our terminology, this type of relationship is part of the domain ontology, not of the
context dimensions.
 Time: different types of time information may be relevant, such as the time-zone of
the client, the actual time, a virtual time, etc.
 Device: device information may be a relevant context parameter (such as in mobile
scenarios), e.g. the device type, display properties, etc.
The modeling for a speci c application domain will consist of linking elements of the
domain ontology with elements of the context model, and assigning a relevance factor
to this link. We term the resulting model the relevance space (an example is provided
in the next section).</p>
        <p>Elements of context are also linked to services which are available to the Web
application, or, more precisely, to service descriptions. By service, we understand a
mechanism through which the application will provide the user with a dynamic offering: e.g.,
a reservation service through which the user can book a ight. Typically, the Web
application would offer such a service to the user, and to implement the service would rely
on an actual, back-end service, which is either locally implemented or is a third-party
offering. These services could in turn be Web services, for which the Web application
would act as consumer, but could in fact be supported by various back-end
technology. Thus, in our model, service descriptions are used for describing a service which is
relevant in the given context.</p>
        <p>Note that not all parts of the context model need be explicitly relevant in the
modeling process. However, they remain available to the application, and may become a part
of the decision-process even if they are not directly linked to the domain resources.</p>
        <p>The actual context parameters might come from various sources:
 prede ned context catalogs, such as categories of time like spring, summer, fall and
winter; geographic zones; user roles typical to certain business domains; etc.
 the domain ontology, as it may already contain elements pertaining to context. For
instance, geographic zones might already be represented in the ontology, if inherent
to the business domain.
 custom additions by experts of the domain.</p>
        <p>Our aim is that much of the model will be automatically generated using the
available sources, and then ne-tuned by a business expert. This generation activity is
however not the focus of this article.
2.4</p>
      </sec>
      <sec id="sec-2-3">
        <title>De nition of Context</title>
        <p>Given the above categorization of context parameters, the context space C may be
dened as the combination of context parameters, domain ontology elements and service
descriptions:</p>
        <p>C = fU; P; L; T ; D; I ; Sg
where U is the set of user &amp; role factors, P the processes &amp; tasks, L the locations, T the
time factors, D the device factors, I the available information items, and S the available
services (or service descriptions).</p>
        <p>The relevance space R can then be de ned as the product of the context space with
a relevance factor:</p>
        <p>R = C</p>
        <p>R</p>
        <p>Relevance factors are associated with items in the hierarchy, i.e. context parameters
and elements from the domain ontology, including service descriptions. Sub-items in
the hierarchy implicitly carry the same factor, unless overridden by a more speci c
value.
(1)
(2)</p>
        <p>Figure 2 provides an example of a context model and the associated relevance space.
Consider a construction market servicing various geographical areas (as an online store
and/or as actual outlets). A product from the domain ontology is modeled to be relevant
(marked as +) in a geographical area. All sub-areas, i.e. sub-items of the hierarchy are
implicitly of the same relevance. Furthermore, within a more speci c geographic area,
and for a speci c user pro le, the element of the domain ontology is modeled to be
even more relevant (marked as ++), making it more susceptible in appearing e.g. in a
customized offering.</p>
        <p>As shown in this example, the business user may model the relevance factors in the
granularity of her choosing; not all elements need be explicitly linked with relevance
factors. However, the elements' presence is useful even if not explicitly linked: such
elements can nonetheless carry a relevance factor, by their proximity in hierarchies to
elements which are linked. Note also that although our de nition of context allows for
arbitrary relevance values, we presume that a higher-level de nition as shown in the
example will yield more meaningful results, given that the relevance factors will need
to be veri ed by a business expert in a sensible manner.</p>
        <p>
          At this stage of context modeling, the services to be integrated are viewed as simple
domain elements, in analogy to elements of the information space. A service can be
associated to the context parameter hierarchy, with a certain relevance, just as the other
elements. A more detailed speci cation of the service will later be necessary in order
to provide a meaningful mapping of application parameters (such as a GPS location)
to a context parameter used in the model (such as a geographical zone relevant to the
current business domain). [
          <xref ref-type="bibr" rid="ref11">11</xref>
          ] gives an approach in particular for specifying Web
services such as to integrate context information, focusing on the environmental context.
The hierarchy of location parameters might also be modeled by an approach such as
semantic location ([
          <xref ref-type="bibr" rid="ref12">12</xref>
          ]).
2.5
        </p>
      </sec>
      <sec id="sec-2-4">
        <title>Practical Considerations</title>
        <p>
          The availability of several dimensions in the context model obviously raises issues of
practicability. Potentially, an item of the relevance space may need to be displayed in as
many dimensions as there are parameters, making this display very dif cult to interpret.
Yet, a useful interpretation for a user is necessary, as we believe user adjustments to the
model should be possible at any time. We postulate that the modeling in such a manner
is nonetheless useful: a given relevance link will usually not be a link between all
dimensions, but more likely between two or at most three, and recent research offers new
tools such as [
          <xref ref-type="bibr" rid="ref13">13</xref>
          ] which assist in visualizing a multi-dimensional information space.
Appropriate visualization is a topic of current work.
        </p>
        <p>The issue of precision of the relevance setting is also important, and was introduced
by the example in Fig. 2. In principle, it is necessary to maintain the possibility of
arbitrary precision for a relevance setting: a relevance setting need not be explicitly
speci ed by the user, but could either be the result of automated extraction from company
resources, or be a result of an item's proximity to other items which do have explicit
relevance factors. For the latter, an algorithm will compute the actual relevance factor.
For such items for which the user will want to set a relevance factor, the possibility of
entering a high precision value (such as a probability value) may be counter-productive,
as it is more likely to result in confusion and errors. Instead, the business expert might
specify the relevance factor at a high-level, perhaps in ve categories: ++ meaning
very highly relevant, + meaning highly relevant, no marking meaning somewhat
relevant, meaning rather irrelevant, meaning totally irrelevant. A or setting
would indicate items which are inappropriate in a given context, and thus may bother
or even offend the end-user if presented in that context.</p>
        <p>
          Modeling relevance relations between context parameters and domain ontology
elements is conceivably a lengthy task, which we believe can be considerably supported
by the system, through mining of the data stock available at the customer's site. One
approach would be to look for co-occurrences and set relevance factors according to
statistical values. The expert user would then be asked to verify the accuracy of the model.
For an applied example of generation of a concept network through data mining, see
[
          <xref ref-type="bibr" rid="ref14">14</xref>
          ]. Orthogonal to data mining, catalogues of context parameters can be established,
some domain independent (such as e.g. geographic locations), others business domain
speci c, such as typical user roles for a speci c business domain. One approach which
may be useful in this regard, particularly if business rules are also to be represented, is
adaptive object-models (see [
          <xref ref-type="bibr" rid="ref15">15</xref>
          ]).
3
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Model Use</title>
      <p>Once de ned, the contextual model is available to the remainder of the Web
engineering process. One can distinguish between two types of approaches: complete
integration or part-wise integration. By complete integration, we understand that all parts of
the Web application would be context-sensitive, i.e. all menu navigation and
information presented would be generated according to context. In a part-wise integration, the
application would in some parts be context-independent, and in other, selected parts,
present context-sensitive menu navigation and information.</p>
      <p>We believe that, typically, not all parts of a Web application will require a
contextsensitive model. On the contrary, for some aspects adaptation may be counter-productive.
Therefore it is an issue of the Web engineering process to determine in which parts,
which types of context-sensitive resources will be useful. It should be noted that, in
any case, context parameters will need to be modeled in an integrated fashion with the
application domain if a useful usage of context factors is to be achieved: in this light,
the decision whether a Web application should be fully or partly context sensitive is
secondary.
3.1</p>
      <sec id="sec-3-1">
        <title>Context-sensitive Resources</title>
        <p>Given speci c context parameters (such as described in the previous section), the
system will provide resources which are deemed to be relevant in this context - these are
what we term the context-sensitive resources. Reciprocally, given a speci c resource,
the system can provide context factors for which this resource is deemed to be
particularly relevant - this information could then be used e.g. to search for other resources
relevant in the context.</p>
        <p>We distinguish three types of context-sensitive resources (see Fig. 3):
 N avigation refers to navigation possibilities which are relevant to this context,
through a menu or through other types of links. For instance, the context-model can
Given that there is a categorization of context parameters in the model (see above) and
thus a concept of neighborhood, a request to the context model for relevant resources
may have different results. The request may be more or less granular; typically not only
exact matches will be wanted, but also neighboring resources. Since the relevance space
is linked with a relevance factor, any element of the context space will have a certain
relevance factor. We propose the use of a context lter or context lens, which will have
a certain relevance setting; according to the setting, those elements of the context space
will be matched which have a relevance factor equal to, or greater then the lens setting.
Once the conceptual model has been established as described above, several inference
mechanisms for the generation of the adaptation model might be used; however, the
issue of inference is beyond the scope of this paper and a subject for future work.
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>The Context System</title>
      <p>In our Web-engineering scenario, the context system is an independent module, which
may be plugged into the Web software where deemed useful by the engineering
process. Indeed, experience, most notably in the adaptive hypermedia eld, has shown that
adaption, respectively context-sensitive behavior, is not useful in all situations and can
in fact be counter-productive. The context system we propose is meant to integrate with
a Web engineering process which includes the creation (or usage) of a domain ontology.
The context system also uses this domain ontology, upon which the relevance space is
based (see above). The application design process will then determine at which points
context-sensitive resources are useful. The application would thus provide the context
system with current parameters, and receive in return the desired context-sensitive
resources.</p>
      <p>Figure 5 provides an overview of the context system's interior workings.
Parameters provided by the Web application can be of two types. The rst type are elements
of the domain ontology: given that the Web application is built upon a domain
ontology, it knows which elements of the ontology are currently relevant. One basis
for this knowledge is ontology-based navigation, where parts of the menu navigation
structure were constructed from an ontology, and the user has navigated through such
a structure. This information is provided as parameters to the context system. The
second type of parameters are classical Web application parameters, such as client device
parameters. Such parameters are transformed into context parameters as known by the
context engine (de ned here as ContextP arameters). For instance, the Web
application may provide a time context in date, hours and minutes; however in the
relevance space only higher-level distinctions of time, such as spring, fall etc. are used, so
this parameter is transformed accordingly. The same mappings may be needed for the
other types of parameters as well. The context parameters are then passed on to the
ContextDynamo, which determines which resources are relevant in this context,
according to the RelevanceSpace and the current context- lter setting. These resources
are then returned to the Web application, which may then present them to the user.
5</p>
    </sec>
    <sec id="sec-5">
      <title>Related Work</title>
      <p>The goal is to provide an environment for the development of Web software which
takes into account context in a comprehensive and integrated fashion; to achieve this
goal, one can distinguish two types of approaches.</p>
      <p>
        Using a network approach, the network in itself would hold knowledge about which
information and which services are relevant in which context. This network approach
is explored e.g. by ([
        <xref ref-type="bibr" rid="ref16">16</xref>
        ]), who focus on providing context-relevant information and
services through a smarter network. The client, a mobile device, sends
Context-awarepackets to the network. Within the network, nodes listen for such packets and respond
to them, e.g. by presenting a relevant service to the client, which may then choose to
activate it. The scenario presented is a mobile user attempting to discover a printer she
may use, and has physical access to, from the present location. This type of approach
has the disadvantage of requiring additional infrastructure for its realization and thus
seems less suited for describing a general Web engineering approach. It is, however,
potentially better suited to the speci c challenges of mobile computing ([
        <xref ref-type="bibr" rid="ref17">17</xref>
        ]); it could
thus be interesting to integrate such an approach for better support of mobile clients.
      </p>
      <p>
        The other approach is data-centric, meaning that context data needs to be modeled
completely at the application level, and made available to the Web application. Thus,
relevant context data is modeled in the Web application environment, and within the
Web application certain decisions will be based on this information. Cannataro et al.
([
        <xref ref-type="bibr" rid="ref18">18</xref>
        ]) is an example of such an approach; it de nes XAHM, which has three
conceptual adaptivity dimensions: user's behavior, external environment, technology. A
context in this model is a speci c point within these three dimensions; although additional
dimension parameters might be added. Another recent development is the
COBRAONT architecture described in ([
        <xref ref-type="bibr" rid="ref19">19</xref>
        ]), which has the goal of supporting context-aware
systems in smart spaces. This research, like ours, is also based on the observation that
previous systems often lack a formalized model describing the contextual knowledge.
The COBRA-ONT focuses on OWL ([
        <xref ref-type="bibr" rid="ref20">20</xref>
        ]) as the key element for pervasive
contextaware systems.
      </p>
      <p>
        Our approach is also data-centric, and has similarities to XAHM in that it attempts
to model context information in a general, integrated manner. A signi cant difference
in our approach is the integration within a general Web engineering activity, speci
cally with a domain ontology. Furthermore, our goal of service integration would allow
for inclusion of context relevant services and/or information on a discovery basis, thus
overcoming somewhat the limitation of the data-centric approach. We further agree with
([
        <xref ref-type="bibr" rid="ref19">19</xref>
        ]) that OWL is a good candidate for specifying an interchangeable format for
storing contextual knowledge; however we attempt to place the focus on the de nition and
usage of a context model, whereas OWL to us represents a means of representation of
this information.
      </p>
      <p>
        From a modeling perspective, the approach of modeling terms in connection with
a relevance value bears a resemblance to Bayesian networks, in which terms can be
connected with probabilistic values. Tipping ([
        <xref ref-type="bibr" rid="ref21">21</xref>
        ]) for instance has used Bayesian
networks to associate relevance values, though for the purpose of learning algorithms. Such
networks may in fact provide a basis for implementation for us; however, we believe
that for a business user's perspective, our - more speci c - modeling approach has a
higher chance of being understood, and, therefore, of being used effectively in a Web
engineering process.
6
      </p>
    </sec>
    <sec id="sec-6">
      <title>Outlook and Future Work</title>
      <p>We believe the development of an integrated conceptual model for context-aware Web
engineering to be a promising approach: from an engineering perspective, the
integration with a domain ontology can enable the systematic development of a Web
application for which context factors may be used; it can support the automatic generation of
the context model in a signi cant proportion; and it can lead to the creation of context
catalogs pertinent for speci c business domains. It is thus reasonable to assume a
meaningful degree of re-usability may be achieved not only for the domain ontologies, but
also for the context models. From a usability perspective, the end-user can be presented
with relevant information and menu navigation possibilities, and furthermore can
interact with available, relevant services, thus providing for Web applications better tailored
to the user's needs and, hopefully, raising the productivity of people working with these
applications.</p>
      <p>Future work will focus on the following issues: (1) detailed de nition and
prototyping of the relevance space, (2) to what degree can the context-sensitive conceptual
application model be automatically generated, and with what kind of tools? (3) which
representation(s) are adequate for the context network? (4) the development of useful
context catalogs, depending on application domains (e.g. business catalogs,
geographical catalogs, etc.)</p>
    </sec>
  </body>
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