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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Meal Planning from an Abstraction Hierarchy of Menus and Recipes</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Douglas H. Fisher</string-name>
          <email>Douglas.h.fisher@vanderbilt.edu</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Vanderbilt University</institution>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2016</year>
      </pub-date>
      <fpage>235</fpage>
      <lpage>242</lpage>
      <abstract>
        <p>This paper describes a theoretical framework for a system for menu planning and recipe design, which builds on a previously developed AI system for problem solving that proceeds, in large part, through categorization. The task addressed in this framework is the retrieval and creation of recipes and menus that are consistent with stated constraints, and that are ordered in their presentation by factors such as projected value, novelty, and unexpectedness.</p>
      </abstract>
      <kwd-group>
        <kwd />
        <kwd>Recipe</kwd>
        <kwd>meal</kwd>
        <kwd>menu</kwd>
        <kwd>complementarity</kwd>
        <kwd>abstraction hierarchy</kwd>
        <kwd>problem-solving</kwd>
        <kwd>categorization</kwd>
        <kwd>AND-OR search</kwd>
        <kwd>creativity</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>
        This paper describes how a library of recipes, meals, and menus can be used for
reuse, reconfiguration, and remixing by human and/or AI chefs and cooks. This work
is building on research from machine learning and AI on problem solving through
categorization (in the domain of math problem solving), as well as prior research on
AI for cooking
        <xref ref-type="bibr" rid="ref10 ref11 ref5 ref5 ref6">(e.g., Müller &amp; Bergmann, 2014, 2015; Gaillard, Lieber, &amp; Nauer,
2015)</xref>
        . The goal is to extend this framework to the weaker domain theory problem of
recipe design, by using a library of recipes and menus that are stored in an abstraction
hierarchy. These conceptual underpinnings are related to case-based approaches
        <xref ref-type="bibr" rid="ref12 ref7">(e.g.,
Muñoz-Avila &amp; Cox, 2008; Hammond, 1990)</xref>
        , a link that was recognized early
        <xref ref-type="bibr" rid="ref3">(e.g.,
Fisher &amp; Yoo, 1993, Section 4.3)</xref>
        . A system is, as yet, unimplemented.
      </p>
      <p>The particular task addressed in this framework is the identification of recipes and
menus through exploitation and exploration processes of retrieval and creation,
respectively. Recipes are consistent with stated constraints, and recipes and menus can
be ranked by projected value (e.g., taste, nutrition), novelty, and unexpectedness.</p>
      <p>
        Categorization and problem solving research that is relevant to culinary creation
stems from a knowledge-rich form of machine learning called explanation-based
learning
        <xref ref-type="bibr" rid="ref4">(Flann &amp; Dietterich, 1989)</xref>
        , with the goal of speeding up deductive reasoning
processes like theorem proving, by remembering previously discovered packages of
composite knowledge (e.g., theorem proof traces or other “explanations”) in a
repository, and reusing knowledge from this repository to speed up subsequent deductive
problem solving. Even though speed-up is not our goal in culinary creativity, there is
nonetheless utility in the explanation-based paradigm for our purposes.
      </p>
      <p>A limitation of the explanation-based approach is that it requires a domain theory
of inference rules, which are often assumed to be “perfect”. Thus, explanation-based
reasoning is often regarded as deductive. But the same explanation-based machinery
can use inference rules that do not yield deductively-sound conclusions, so long as
those rules are formatted consistent with system specification. So while the need for a
domain theory is a legitimate limitation, the domain theory can be inconsistent, which
is particularly important in the recipe design setting.
2.1</p>
      <sec id="sec-1-1">
        <title>Induction over explanations and problem solutions</title>
        <p>
          Yoo and Fisher (1991) and Fisher and Yoo (1993), in their system EXOR
(Explanation Organizer), combined explanation-based learning with more traditional forms
of inductive machine learning, such as generalization
          <xref ref-type="bibr" rid="ref4">(Flann &amp; Dietterich, 1989)</xref>
          , so
as to hierarchically structure and index the derived knowledge repository through
unsupervised, inductive clustering. The hierarchical knowledge base constructed in
this way could be navigated more effectively when searching for knowledge that was
most relevant to a current problem. In the framework for case-based problem solving
          <xref ref-type="bibr" rid="ref12">(e.g., Muñoz-Avila &amp; Cox, 2008)</xref>
          , generalization is a type of proactive case merging.
        </p>
        <p>The effect of EXOR is to restructure the AND-OR search that is common in
problem solving, from a search space in which OR and AND nodes are interleaved and
alternating, to a single OR tree of partial explanations (aka problem solving traces). In
turn, each explanation (aka a node in the OR tree) is an AND tree that represents a
(partial) solution. Partial explanations accumulate details as the OR tree is traversed
from root to leaf, where the root is the empty design (aka explanation or solution) and
a leaf is a fully-realized design in the form of a complete AND tree (though EXOR
uses pruning mechanisms, so that leaves are often only partial solutions or designs).</p>
        <p>This single OR tree (of AND trees) has the advantage that it can be more easily
indexed for purposes of speeding traversal in search of past knowledge that is most
relevant to a current problem. Indices that correspond to features of the problem
statement (aka surface features), or features that are inferred from those features (aka
deep features) are used to direct the categorization process based on a best match
between features of the problem being solved and solutions in the hierarchy.</p>
        <p>
          In EXOR, cost effective features for indexing are identified that optimize a tradeoff
between the cost of inferring the presence of the feature in the current problem, and
the search through the space of AND tree designs that is saved by using the feature as
an index into the OR tree. These indexing features are EXOR’s implementation of a
boundary of operationality
          <xref ref-type="bibr" rid="ref1">(Bravermann &amp; Russell, 1988)</xref>
          as cost-effective features,
which may be overtly observed surface features, as well as inferred deep features.
2.2
        </p>
      </sec>
      <sec id="sec-1-2">
        <title>Solving new problems by categorization with domain theory search</title>
        <p>With the abstraction hierarchy (OR tree) over problem solving traces at varying
levels of abstraction, and indices to guide search, EXOR solves a new problem by
traversing the abstraction hierarchy in a meaningful way, guided by features of the
problem, “accumulating” a single complete solution as it does so. However,
traversing an EXOR tree is still an AND/OR search, but one that is typically more efficient
than a search is a less structured space. Unlike categorization in other paradigms, such
as classification with a decision tree, categorization in an EXOR-induced tree is not
strictly deterministic, but rather backtracking happens if and when there is a
contradiction between what is known about a current problem and a partial solution.</p>
        <p>
          Importantly, if there is no current complete solution in the EXOR tree that solves a
problem without conflicts, then EXOR reverts to searching background knowledge
for a way to complete an existing partial solution. Thus, EXOR can expand its
hierarchy of solution traces as needed, through a process of categorization-centric problem
solving, so long as it has a complete (even if inconsistent) domain theory. In
casebased terms, the role of cases can be thought of as providing search control
knowledge
          <xref ref-type="bibr" rid="ref12">(Muñoz-Avila &amp; Cox, 2008)</xref>
          , albeit mediated by generalizations.
3
        </p>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>Adapting the EXOR Framework to Culinary Creation</title>
      <p>Instead of AND-tree-structured problem solutions in a domain of algebra story
problems, which was EXOR’s original test domain, this paper describes a proposed
adaptation of EXOR that organizes and creates AND-tree-structured culinary
constructs, with annotations in these constructs that represent assemblage processes of
mixing, cooking, and presentation.
3.1</p>
      <sec id="sec-2-1">
        <title>Some related work in the cooking domain</title>
        <p>
          In the cooking domain particularly, EXOR can be viewed as combining aspects of
compositional and generative adaptation used by other culinary assistants
          <xref ref-type="bibr" rid="ref10 ref11 ref5 ref6">(e.g.,
Müller &amp; Bergmann, 2014, 2015)</xref>
          . The compositional aspect occurs as categorization,
with potential backtracking, pieces together a solution trace. The generative aspect
occurs when there is an appeal to domain theory search. Müller &amp; Bergmann also use
feature similarity to guide the search for best matching case structures (i.e.,
workflows), with inference rules in the form of an isa-hierarchy allowing for both surface
and deep features to participate in similarity computations. While Müller &amp;
Bergmann allows a limited form of parameter generalization, they also elaborate workflow
streams and streamlets, which can be viewed as forms of structural generalization.
        </p>
        <p>Research by Gaillard, Lieber, &amp; Nauer (2015) also uses an isa-hierarchy of
ingredients to guide search for similar cases, as well as a concept lattice, which is a graph
generalization of an EXOR-like abstraction hierarchy.</p>
        <p>
          If there is a niche for an EXOR-like recipe assistant relative to these and other
efforts, it is perhaps in the form of abstractions, and selectivity with which EXOR
creates and maintains abstractions. It also is the case that EXOR predates much of the
other work, and appears to still have novel contributions to make on generalizing
cases, cost-effective indexing of cases, and “optimal” levels of generalization, in the
cooking domain and otherwise. This last concept of “optimal” levels of
generalization, or basic levels, supposes that there is an abstraction level of problem solving that
provides the “most bang for the buck”
          <xref ref-type="bibr" rid="ref3">(Fisher &amp; Yoo, 1993)</xref>
          . Presumably, this
extends to the cooking domain as well, though problem solving speed may be less
dominant a concern in the cooking domain, as in problem solving creativity.
3.2
        </p>
      </sec>
      <sec id="sec-2-2">
        <title>Representing context, ingredient, and process knowledge</title>
        <p>A portion of a potentially very large hierarchy of recipes is shown in figure 1. The
paths in the hierarchy (OR tree) that are enumerated from root to leaves show how
each child of a node (an AND tree) expand the AND tree of its parent node, and how
different children of a common parent expand the parent in different ways. In addition
to the abstraction over ingredient-based AND-trees that are depicted in the figure,
there can be annotations of each AND tree that reflect processing guidelines for
preparing recipes by mixing, cooking, and presenting. These annotations indicate
processes that could be carried out by multiple agents (e.g., in a restaurant kitchen), or
just one agent, with asynchronous processing allowed, but under some synchronizing
constraints (e.g., “mix the dry ingredients” presumably in any order, then “stir in the
eggs and milk”). In any case, we desire a representation of recipes that include
•
•
•
•
the ingredient-based AND-trees;
the varying quantities on ingredients;
context information, such as who commissioned a meal; and
the recipe’s asynchronous procedural guidelines for assembling dishes
(e.g., mixing ingredients and cooking), under constraints.</p>
        <p>The inclusion of context features, such as the “Chancellor commissioned the meal”
and the inferences that follow from that, may be a novel functionality.</p>
        <p>As noted earlier, the ingredient-based AND trees are similar to nodes of a concept
lattice used by Gaillard, Lieber, &amp; Nauer (2015).</p>
        <p>The workflow representations of Müller and Bergmann (2014, 2015) are an
existing formalism for representing the process knowledge in cooking, as well as the
ingredient knowledge. At a minimum, it will be an interesting exercise to adapt the
workflow representation to EXOR-style hierarchies, which appear to generalize the
data node constructs in Müller and Bergmann.</p>
        <p>
          The TAEMS framework
          <xref ref-type="bibr" rid="ref13 ref2">(Decker &amp; Lesser, 1993; Szekely, et al, 2006)</xref>
          for Task
Analysis, Environment Modeling, and Simulation, is an alternative. TAEMS is
promising in its application to multi-agent contexts, which can be particularly important for
representing a kitchen environment with collaborating cooks. Using either the
TAEMS or workflow formalisms, EXOR-style AND trees within each node would be
augmented with links that indicate any required ordering on operations in the recipe –
for example, that dry ingredients need to be mixed before adding wet ingredients; that
the oven should be preheated; that a cake should be cooled before applying frosting.
        </p>
        <p>A recipe creation agent can use an augmented abstraction hierarchy of recipes in a
variety of ways. If a set of constraints is specified, such as a fixed set of required
ingredients (e.g., think the TV show, Chopped), much like a problem statement in
EXOR’s prior life, then the recipe creation agent can act much like EXOR, through
categorization-centric problem solving. The goal in the cooking setting is any recipe
or menu that satisfies the constraints (e.g., set of required ingredients). Of course,
many recipes may satisfy the goal conditions, so it is desirable to rank
minimallysatisfactory recipes by factors such as value (e.g., taste, nutrition, carbon footprint),
novelty, and unexpectedness.</p>
        <p>
          To review, the recipe creation agent would find a path in the hierarchy that is
suggested by cost-effective indexing features, but which also satisfies the constraints
(e.g., of required ingredients), and reverting to less-structured domain knowledge, as
necessary, to complete partial recipes found through categorization. Domain
knowledge in this setting would include transformation operators, like those
specifying that one ingredient (e.g., apple sauce) might be a good substitute for another (e.g.,
butter) under particular circumstances (e.g., baking), and that one cooking method can
be substituted for another
          <xref ref-type="bibr" rid="ref11 ref12 ref5 ref7">(e.g., Gaillard, Lieber, &amp; Nauer, 2015; Muñoz-Avila &amp;
Cox, 2008; Hammond, 1990)</xref>
          .
        </p>
        <p>Constraints other than requisite ingredients that can be used to prune the search of
the recipe hierarchy include ingredients to be excluded, such as refined sugar, gluten,
tree nuts, and other health-motivated exclusions. In the culinary domain, cost
effective features that might direct categorization could be ingredients that complement
ingredients in a partial recipe or the identity of a special patron for which the recipe is
being created. Figure 1 illustrates that chocolate is introduced as an ingredient at one
node because of a known customer preference that is encoded as an inference rule.
Elsewhere in the hierarchy, “patron=Chancellor” is inferred due to another rule, and
this feature will bias (or hard constrain) categorization down some sub-trees and not
others. The nature of the domain theory can vary from generalized knowledge (e.g.,
about frequent ingredient substitutions), to highly specific context knowledge about
the individual patron preferences and restrictions.</p>
        <p>
          More generally, instead of searching the abstraction hierarchy for a single recipe
solution, search can continue to find multiple solutions, perhaps for anytime
motivations (e.g., again, think Chopped), and/or to uncover a number candidate recipes that
can be assessed in terms of novelty, utility, and surprise relative to the recipes that are
in the existing recipe repository
          <xref ref-type="bibr" rid="ref6 ref9">(Maher &amp; Fisher, 2012; Grace, et al, 2014)</xref>
          .
3.4
        </p>
      </sec>
      <sec id="sec-2-3">
        <title>An important and interesting aside: meal and menu planning</title>
        <p>Traversing the recipe hierarchy can be extended to search for multiple recipes that
are complementary, which is important in meal and menu creation. A restaurant or
catered meal is composed of a combination of dishes that are complementary, where
each dish is created through a recipe. A meal shares the desire for complementarity
among its components with a recipe, albeit with more loosely-coupled procedures for
the assemblage of the former than the latter. A menu for a catered buffet also includes
several-to-many dishes, each of which is again created through a recipe. While there
is attention to complementarity in a buffet menu, there is greater flexibility in how
patrons sample and assemble their individual meals, and so the complementarity (or
coupling) between any pairs (or combinations more generally) of particular dishes is
less. The complementarity between meals in a non-buffet restaurant menu is more
loosely coupled still, driven more by resources of the kitchen than customers, very
few of whom would order more than one meal at a sitting.</p>
        <p>In sum, dishes/recipes are composed of atomic foods and/or composite sub-recipes;
meals are composed of dishes/recipes; and menus are composed of dishes as well,
with or without intervening meal constructs. It is tempting to treat meal and menu
planning as special cases of “recipes”, but with differing rules and guidelines for
composition – ones that reflect different demands for complementarity, both of taste
and nutrition. To some extent, this theoretical union may be productive.
3.5</p>
      </sec>
      <sec id="sec-2-4">
        <title>Increased creativity in recipe creation through increased exploration</title>
        <p>Specificity of recipes provides constraints, as do (low-level) component composite
foods (e.g., an Alfredo sauce) that are available for use in larger recipes. These lowest
level composite constructs may correspond to streamlets (Müller and Bergmann
(2014, 2015). Between high-level recipe template and low-level components, are
midlevel recipe-design elements, which if fully fleshed out, give no room for creativity,
and if not sufficiently fleshed out, recipe design may default to design from scratch.
An issue that should be addressed is related to the previously raised idea of
boundaries of operationally, but rather than being concerned with increasing the likelihood of
beneficial reuse for problem solving speed up, we want optimal (or basic) levels of
abstraction for purposes of creative recipe design, with a particular eye towards
designs that are novel, utile, and surprising.</p>
        <p>In terms of the well-known and pervasive exploitation-exploration tradeoff, EXOR
was heavily biased towards exploitation. However, rather than resorting to domain
theory search only when fully-specified recipes fail to satisfy all constraints, in the
recipe creation agent, a relaxed version of categorization-centric problem solving
would appeal to domain theory search at intermediate nodes, more proactively by
deviating from established paths.</p>
        <p>
          An important issue in this regard is the criteria that the agent should use to explore
by deviating into a less constrained domain theory search even before it has exhausted
all options to exploit. If we were still in the classic problem solving realm, our
temptation to venture away from established chunks or macros
          <xref ref-type="bibr" rid="ref8">(e.g., Iba, 1989)</xref>
          , would be
when the domain theory search was likely to be most narrow (i.e., most constrained),
but in creative design, the criteria will be multi-faceted, and opportunities for
deviating away from the straight and narrow are an important factor.
4
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Concluding Remarks</title>
      <p>
        The paper describes computational cognitive strategies that underlie a potential
recipe creation agent, based on earlier work on categorization and problem solving,
and thanks to reviewers, by prior research on AI cooking assistants. While this work
is clearly related to case-based approaches that seem dominant in the cooking domain,
the work on generalization towards basic levels of problem solving
        <xref ref-type="bibr" rid="ref3">(Fisher &amp; Yoo,
1993)</xref>
        seems novel relative to CBR generally, and in the cooking domain particularly.
      </p>
      <p>There are very interesting issues that are currently underdeveloped, which would
be desirable to talk through with workshop participants. How can ingredient
ANDtrees be best augmented with the procedural information (e.g. with TAEMS) that are
an important aspect of recipes, be folded into the generalization operations of an
EXOR-like recipe creation agent? What are ideal criteria for managing the
exploration and exploitation tradeoff in search for creative recipes, meals, and menus? What
is the potential advantage of proactive case merging – aka generalization – to improve
(or not) recipe design?</p>
    </sec>
    <sec id="sec-4">
      <title>Acknowledgements</title>
      <p>Three very helpful reviews pointed to a substantial body of related work.</p>
    </sec>
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