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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Developing Situation-Aware Applications for Disaster Management with a Distributed Rule-Based Platform</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>João Moreira</string-name>
          <email>j.luizrebelomoreira@utwente.nl</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Luís Ferreira Pires</string-name>
          <email>l.ferreirapires@utwente.nl</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Marten van Sinderen</string-name>
          <email>m.j.vansinderen@utwente.nl</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Patrícia Dockhorn Costa</string-name>
          <email>pdcosta@inf.ufes.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Federal University of Espírito Santo (UFES)</institution>
          ,
          <country country="BR">Brazil</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Services, Cyber-security and Safety group (SCS), University of Twente</institution>
          ,
          <country country="NL">Netherlands</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>In order to enhance interoperability and productivity in the development of situation-aware applications for disaster management, proper mechanisms and guidelines are required. They must address the lack of semantics in modelling emergency situations. In addition, the ever-changing and unpredictable nature of disaster scenarios present challenges for information processing and collaboration. This paper proposes a framework that combines the following elements: (i) a foundational ontology for temporal conceptualization; (ii) well-founded specifications of structural and behavioral models; (iii) a CEP engine based on a distributed rule-based platform for situation management; (iv) a model-driven approach. We illustrate the operation of the framework with a scenario for monitoring tuberculosis epidemy.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>
        Natural and man-made disasters are characterized by widespread destruction and
distress, typically leading to material loss and human causalities. The disaster
management process addresses an urgent social need and is being considered by a number
of R&amp;D projects, e.g. within FP7 and H2020 EU calls [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. Situation-aware (SA)
applications try to detect situations and react to them, being particularly useful to
support disaster management. Examples are applications for meteorological
forecasting, traffic control, victims’ dead reckoning and power plants operation. The
complexity and dynamic nature of emergency situations present a series of challenges,
involving parties’ interaction, including people (first responder groups and victims),
environments, risks, hazards and multiple events. Those relations rely on complex
rules, which are difficult to characterize during the specification of SA applications.
Moreover, operational decisions must efficiently manage human and computational
resources in short time, making the design of real-time decision making a big
challenge. The information collaboration among SA applications has great importance and
needs to be addressed. Furthermore, the unpredictability is inherent to disasters and
considering all eventualities and possible situations during design time is unfeasible.
      </p>
      <p>Our goal is to deal with the aforementioned issues by offering the necessary
guidelines and components as a framework. The approach is divided in three interrelated
parts guided by a model-driven approach: (i) a conceptual, to support the definition of
real world constructs for modelling languages; (ii) a specification, to use the
appropriate modelling languages; (iii) a implementation, to realize the specification. At the
conceptual level, temporal and structural aspects are addressed by extending a
foundational ontology. The specification level considers graphical modeling languages for
context, situation and reaction. At the implementation level, the interoperability of SA
applications is handled by a distributed environment. Complex event processing
(CEP) and predictive analysis techniques are used to enhance situation management
and support the detection of unforeseen situations. We illustrate our framework with a
scenario in which a tuberculosis epidemy needs to be detected.
2</p>
    </sec>
    <sec id="sec-2">
      <title>Development of Situation-aware Applications</title>
      <p>
        Our framework is depicted in Figure 1 and is aligned with Endsley’s situation
awareness theory in dynamic decision making [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. The starting point is the conceptual
part based on the Unified Foundational Ontology (UFO) [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], which is a top-level
ontology and provides a precise definition of temporal aspects, e.g. situations, events,
temporal relations and participations [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. An initial adaptation of UFO to consider the
notion of situation types and context situations was introduced in [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ].
      </p>
      <p>
        At the specification part we adopted OntoUML [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], which is an ontological
language having syntax rules to enforce the ontological assumptions from UFO. It is
used for representing core and domain ontologies through a reference model.
OntoUML is evolving since its introduction in [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] and a number of works address the
relations to standards such as OWL, OCL, SWRL and UML [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ], which are parts of
the Ontology Definition Metamodel [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ], the current OMG standard for ontological
MDE. However, OntoUML lacks to support the definition of specific situation
patterns. The Situation Modeling Language (SML) [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] can be used for this purpose, since
it supports the design of SA applications and complements the specification of
situations in OntoUML [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. For modelling reactive behaviors we propose the use of
BPMN. Based on those specification components, a MDE approach is applied:
 A cyclical semantic enhancement process is performed to increase the context and
situation models quality. It involves the SA application designer and the domain
experts. It is a formal lightweight verification and validation process to assess the
model, taking advantage of the ontological model-driven framework introduced in
[
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. This framework provides a set of capabilities through the Menthor modeling
tool [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ], such as the detection of anti-patterns and visual validation supported by
Alloy logic language [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. In addition, this tool considers the automatic
transformations from OntoUML to standards (e.g. UML, OWL and SWRL).
 A (semi) automatic code generation process taking as input the specifications (in
OntoUML, SML and BPMN). The context model is transformed in Java classes.
The situation model is mapped to SCENE [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], a CEP engine that extends Drools
Fusion for situation management. For the realization of the behavioral models, a
BPM suite is adopted, where business process automation can be performed.
      </p>
      <p>
        An infrastructure for distributed situation management based on SCENE provides a
situation notification service bus (SiNoS) [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. This enables the interoperation of SA
applications and the information collaboration among them. At last, during runtime, a
module to infer situations not specified (unforeseen situations) gathers information
from SiNoS and other data sources (e.g. sensors and linked data), and tries to predict
situations not modeled during design-time, suggesting them to the user.
3
      </p>
    </sec>
    <sec id="sec-3">
      <title>Applying the framework for tuberculosis epidemics control</title>
      <p>
        Suppose that a SA application is required to detect tuberculosis (TB) epidemics in
a certain geographical region, e.g. a city. The system can use information from
hospitals within the city, which provide relevant real-time data about their patient
treatments, such as their body temperature and exams’ results. At first, the context and
situation models must be specified. The former is provided by the extension of the
OntoEmerge core ontology [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ], shown in Figure 2a. Notice that the concepts of the
ontology is stereotyped with UFO categories, e.g. a treatment as a relator between
the patient (a person role) and the hospital (an installation subkind). As described in
[
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], the detection of a person having TB disease depends on a combination of TB
symptom situations of this person during a TB infection, illustrated in Figure 2b. A
person with TB symptom is characterized by a past situation of high fever
(temperature higher than 38.5° C) followed by a common fever situation (temperature higher
than 37° C) after one hour and before two days. The TB infection situation occurs
when the patient has a positive result for the Interferon-Gamma Release Assays
(IGRA) exam.
      </p>
      <p>
        Once a TB infection is detected, the healthy phase of a person changes to infected.
As described in [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ], a possible contagion situation of the infected patient (e.g. John)
being treated in a hospital, overlapping with another person (e.g. Maria) being treated
in the same hospital and becoming infected. Figure 3a illustrates the SML model that
describes this situation, considering its composition by other situations. A TB
epidemy situation in a city can be characterized by the occurrence of a set of TB possible
contagions among nearby hospitals, where the number of contagions are greater than
the expected by the National Health Institute. Once the tuberculosis epidemy situation
is described with SML, the reaction should be defined. A simple reaction is to warn
the involved parties, i.e. the hospitals involved in the epidemic, as well as the civil
defense and the National Health Institute, illustrated in Figure 3b. A more complex
reaction can be designed by taking advantage of the expressiveness in BPMN. The
assessment of the possible contagion situation is fully described in [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ].
      </p>
      <p>For the SA application implementation, Java classes are generated from the
concepts in the context model, such as patient and its attributes, as well as its treatment
relation to hospital. Situation types (e.g. TB disease) are also represented as Java
classes within SCENE environment, and situation rules are mapped to the adapted
Drools domain specific language (DRL) for situations management, as illustrated in
Figure 4. The warning reaction model is attached to the TB epidemy situation. In the
BPM suite, the reaction is designed and each task is an activity in which an SMS
message is sent.</p>
      <p>This paper proposes a framework for the development of SA applications to cope
with disaster management. We handle the specification and implementation phases at
design-time by a model-driven approach. The former is grounded in UFO and
considers structural and behavioral modelling through the graphical languages: OntoUML,
SML and BPMN. The later includes SCENE – a CEP engine based on a rule-based
platform – and SiNoS (Situation Notification Service) – a publish-subscribe
distributed environment. A BPM suite complements the behavioral realization and a
predictive analysis module infers new situations of interest. The framework is exemplified
through a tuberculosis epidemy control scenario.</p>
      <p>The use of the framework points to a productivity enhancement in developing SA
applications for disaster management. Furthermore, by improving the semantics in
modeling and adopting a model-driven approach, the implementation becomes less
error prone. Although we exemplified the framework for tuberculosis control, it can
be easily applied in different domains under the disaster management field, based on
OntoEmerge core ontology.</p>
      <p>
        At the current stage some manual effort is required for the code generation process
from the context (OntoUML) and situation (SML) models to the CEP engine
(SCENE), since the mapping rules from [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] needs to be revised and updated. In
addition, the translation of these modelling languages to the current reaction rule language
standard, the RuleML [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ], represents an open topic. Current and future work
includes: (i) the integration of the specification components; (ii) the adoption of
quantifiers in SML; (iii) the comparison of SML with other rule languages, such as BPMN
rules and visual EPL; (iv) the automation of the model-driven process; (v) the
formalization of the UFO extension; (vi) the comparison of SiNoS with other approaches,
such as ESPER and Apache Spark; (vii) the extension of OntoEmerge for other
disaster situations; (viii) the application of the framework in a real case; (ix) mapping
transformations from SML to RuleML.
      </p>
    </sec>
    <sec id="sec-4">
      <title>Acknowledgements</title>
      <p>Our acknowledgments to CAPES PhD scholarship (process BEX 1046/14-4) and
Services, Cybersecurity and Safety (SCS) group, University of Twente.</p>
    </sec>
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