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    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Integrated Maintenance with Case Factories for distributed Case-Based Reasoning Systems</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Pascal Reuss</string-name>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>German Research Center for Artificial Intelligence Kaiserslautern</institution>
          ,
          <country country="DE">Germany</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Institute of Computer Science, Intelligent Information Systems Lab University of Hildesheim</institution>
          ,
          <country country="DE">Germany</country>
        </aff>
      </contrib-group>
      <fpage>283</fpage>
      <lpage>285</lpage>
      <abstract>
        <p>Integrated maintenance with Case Factories Maintenance approaches for Case-Based Reasoning (CBR) systems focus on a single CBR system and mainly on a single knowledge container like the case base, the adaptation knowledge or the similarity. There are a few approaches that deal with shifting knowledge between knowledge containers, especially between the case base and adaptation knowledge. These approaches have been successfully applied to CBR systems in the past. In many systems, especially multi-agent systems, the knowledge is distributed among several homogenous or heterogeneous knowledge sources. Therefore, a maintenance approach has to consider the dependencies between these knowledge sources as well as high-level maintenance goals. An example is removing one or more cases from a case base. Cases in other CBR systems could depend on one of the removed cases, so they may become inconsistent (to some degree). The system should suggest an appropriate maintenance action like removing the depending cases to keep the system's correctness/consistency. To address these dependencies between CBR systems and their knowledge containers, a new maintenance approach for distributed CBR systems is required. In the following, I will describe the idea of an integrated maintenance approach based on so-called Case Factories, that will be capable of generating a maintenance plan for multiple CBR systems, considering dependencies, and providing explanations for the generated maintenance actions. The approach is designed for multi-agent systems based on the SEASALT architecture ([2]), which supports distributed knowledge sources. To develop this approach, four research goals have to be reached: - Extend the original Case Factory approach from single system support to multi system support. - Integrate maintenance explanation capabilities into the new approach - Develop a methodology to apply the new approach to existing multi-agent systems as well as integrating it into the development of new multi-agent systems - Evaluate the new approach and the methodology within an industrial use case for a decision support system</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>1.1</p>
    </sec>
    <sec id="sec-2">
      <title>Case Factory and Case Factory Organization</title>
      <p>
        The original idea of the Case Factory (CF) is from Altho↵, Hanft and Schaaf ([
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]) and
is based on the Experience Factory approach from software engineering. A CF consists
of several software agents for di↵erent tasks like evaluating incoherence or modifying
the case base. Each knowledge source, in this context CBR systems, has its own CF
that is responsible for maintaining the dedicated knowledge. The original approach has
to be extended to support the maintenance of the other three knowledge containers,
namely vocabulary, similarity and adaptation knowledge, considering intra-system
dependencies between the knowledge containers. The original approach contains several
software agents to monitor the case-base and one agent to do the necessary
maintenance actions. To support all knowledge containers reasonably some more agents are
required to monitor these containers and the maintenance tasks should be split on
several agents. An own maintenance agent per knowledge container is required to support
parallel maintenance of the knowledge. Additionally, a supervising agent is required to
coordinate the maintenance actions. This agent is also responsible for the
communication between the multiple CFs. Monitoring a knowledge container means to notify the
supervising agent about changes of the knowledge inside the container, e.g. removing a
case, renaming a concept, or adding a rule. Evaluation of a knowledge container means
to check a knowledge container for inconsistencies, problem solving competence or
eciency. Therefore, di↵erent evaluation strategies could be used, for example computing
the coverage and reachability of cases ([
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]) or inconsistency checking ([
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] and [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]).
      </p>
      <p>
        To store information about dependencies, maintenance goals and evaluation
criteria, a so-called Maintenance Map is used. The Maintenance Map is based on the
Knowledge Map from Davenport and Prusak ([
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]), which was adapted to
multi-agentsystems by Bach et al. ([
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]). In contrast to a Knowledge Map, the Maintenance Map
is a bidirectional graph. The vertices represent the knowledge sources in a distributed
knowledge-based system and the edges represent the dependencies between the
single sources. The weights of the edges could be used to describe the importance of
the dependency. Additional information like maintenance goals, metrics, thresholds, or
constraints could be defined, too. The Maintenance Map can also contain information
about the priority of maintenance actions or about associated maintenance actions.
This may be helpful, when a combination of maintenance actions is necessary to
preserve the competence or eciency of a single CBR system or the MAS ([
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]).
      </p>
      <p>While a CF is able to maintain a single CBR system, a high-level Case Factory
Organization (CFO) is required to coordinate the actions of all CFs and take the
dependencies between the single CBR systems into account. This CFO consists of several
additional software agents to supervise the communication between the CFs and the
adherence of high level maintenance goals. Additionally, agents collect the maintenance
suggestions from the CFs and derive a maintenance plan from all single maintenance
suggestions. The agents are also responsible for checking constraints or solving
conflicts between individual maintenance suggestions. In addition, a maintenance
suggestion may trigger follow-up maintenance actions based on the dependencies between the
CBR systems. The concept of the CFO allows to realize as many CFs and layers of
CFOs as required. This way a hierarchy of CFOs can be established that is scalable
and supports multi-agent systems with many agents and layers.</p>
      <p>To support the knowledge engineer, the CF and CFO should explain, why a certain
maintenance action was suggested. To give a CBR system explanation capabilities a lot
of knowledge is necessary. The underlying research assumption here is that the minimal
knowledge required for the explanation of maintenance actions is the same knowledge
that is required to suggest a maintenance action. It follows, that the minimal
knowledge for explanations already exists in the system, if the system is able to (reasonably)
suggest maintenance actions.
1.2</p>
    </sec>
    <sec id="sec-3">
      <title>Current state of research and research plan</title>
      <p>Currently, the concepts of the CF and the CFO are defined. An initial version of a CF is
implemented within a research system called docQuery in the travel medicine domain.
This implementation has to be extended with a CFO to test the integrated
maintenance approach. The next steps on conceptual level are to formalize the concept and
advance the maintenance planning and the explanation strategies on a more detailed
level and implement them, too. It is planned to complete the conceptual development of
the integrated maintenance approach this year and implement the complete approach
within the docQuery system. Next year, the approach will be applied to an industrial
use case in the domain of aircraft diagnosis to test the approach within an industrial
environment. The evaluation of the approach and methodology will be completed till
the third quarter of 2016 and the dissertation will be written until the beginning of
2017.</p>
    </sec>
  </body>
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