Classification-based Situational Reasoning for Task-oriented Mobile Service Recommendation Marko Luther1, Yusuke Fukazawa2, Bertrand Souville1, Kunihiro Fujii2 Takefumi Naganuma2, Matthias Wagner1, Shoji Kurakake2 Abstract. We study the case of integrating situational reasoning system features a task knowledge base, which contains semantic de- into a mobile service recommendation system. Since mobile Inter- scriptions of potential activities and links to corresponding services net services are rapidly proliferating, finding and using appropriate that may be helpful. Although this system enables effective service services requires profound service descriptions. As a consequence, retrieval, it behaves passive in requiring a users initial input to trigger for average mobile users it is nowadays virtually impossible to find the problem solving process. the most appropriate service among the many offered. To overcome In this paper we propose a proactive extension of our basic system these difficulties, task navigation systems have been proposed to that suggests tasks and services actively, without the need for initial guide users towards best-fitting services. Our goal is to improve the user input. This is achieved by the integration of a situation engine user experience of such task navigation systems by adding context- and a situation-based task filter, meant to expose only those tasks that awareness (i.e., to optimize service navigation by taking the user’s are relevant for a user in a given situation. Taking the user’s situation situation into account). In this paper we propose the integration of into account avoids the necessity of an initial task query. This leads a situational reasoning engine that applies classification-based infer- to a considerable improvement of the navigator’s usability, especially ence to context elements, gathered from multiple sources and rep- for non-expert users who are often not willing to input queries. resented using ontologies. The extended task navigator enables the The abstract characterization of a user’s situation is computed by delivery of situation-aware recommendations in a proactive way. Ini- inference mechanisms on several pieces of context information gath- tial experiments with the extended system indicate a considerable ered from multiple context sources [20]. We formulate high-level improvement of the navigator’s usability. qualitative context elements in the Web Ontology Language (OWL) [22] and concrete situations as instances within the assertional com- ponent (Abox) of a situation ontology. To profit from sound, com- 1 Introduction plete and high-performance classifiers such as FaCT++ [31], Pel- let [30] and Racer [12], we restrict ourselves to the OWL DL frag- Within the growing market for mobile Internet, NTT DoCoMo is to- ment of OWL. To separate concerns we assume that probabilistic as- day providing services to over 50 million mobile phone subscribers pects of context representation and reasoning are dealt with at lower in Japan. The majority of these users enjoy widely diverse contents representation levels applying bayesian networks or fuzzy logics. such as entertainment services (ring-tone downloads, games, etc.), The rest of this paper is organized as follows. After discussing re- transaction services (money transfer, airline reservation, etc.) and in- lated work in the field of ontology-based context reasoning in the formation services (weather forecast, maps and local information, next section, we introduce our task-based service navigator appli- etc.) through DoCoMo’s high-speed 3G mobile network. Already to- cation together with some usage scenarios in Section 3. The overall day, the number of commercial i-mode sites – DoCoMo’s brand of system architecture that underlies the application is presented in Sec- mobile Internet services – ranges in the region of many tenth of thou- tion 4 and the details on our approach to context representation and sand. With 4G networks at the horizon that promise still substantially classification-based reasoning are given in Section 5. In the closing higher bandwidth for data transmissions, the market for services with section we report on our experiences gained from this development. rich content is expected to expand further. Key to support such growth is the availability of intelligent service platforms that mediate between services and users by observing the 2 Related Work users’ activity. These platforms have to assist the user in selecting Several projects consider the use of ontologies as a key requirement the most appropriate service from the fast growing service pool to for building context-aware applications. Closely related to our ap- support their real world activities, anytime and anywhere. proach is the work done in the CALI project [16] as it explores the Our previously developed task-based service retrieval system for use of Description Logics (DL) [1] and the associated inferencing. To the non-expert mobile user makes it easy to retrieve appropriate ser- overcome the limitations of pure DL-based reasoning, a hybrid ap- vices for tackling the users challenges in managing his or her every- proach is proposed. However, our earlier experiments [24] indicate day life [25]. The term task refers here to “what the user wants to that the suggested loose coupling of a DL reasoner with an external do” as an expression of the users current activity. Furthermore, the generic rule engine leads to serve performance problems. To achieve completeness both reasoners have to be applied successively until no 1 DoCoMo Euro-Labs, Landsbergerstr. 312, 80687 Munich, Germany {luther,souville,wagner}@docomolab-euro.com new facts have been derived. Furthermore, it remains unclear how 2 NTT DoCoMo Inc., 3-5 Hikari-no-oka, Yokusuka, Kanagawa, 239-8536 Japan consistency can be guaranteed taking both the knowledge base and {y-fukazawa,naganuma,kurakake}@netlab.nttdocomo.co.jp the rule base into account. Felica Reader-Writer is installed near the gate at Tokyo [2] M. Luther et al.: Situational reasoning – a practical OWL use station (like the mobile Suica system that is currently case. In Proc. of the 7th Int. Symposium on Autonomous deployed by Sony and NTT DoCoMo for JR East[4]) and Decentralized Systems (ISADS'05), 2005. that it delivers location information to the mobile phone [3] http://www.nttdocomo.co.jp/english/p_s/i/felica/index.html via its Felica tag whenever the user puts it close to the [4] http://www.jreast.co.jp/suica/ Reader-Writer device as shown in Fig. 2(b). The scenario of our demonstration is as follows. Dawson Campbell, the main character, and his colleague Fiona Davidson are at Tokyo station one afternoon taking the train to another facility of their company located outside the city. At first, Dawson Campbell passes the gate at Tokyo station as shown in Fig. 2(b). The task-list (a) Gat at Tokyo station (b) Device Figure 2. Felica Dawson passing the gate associated with the location concept “Station” appears on Dawson's cellFigure phone 1. and includesService Situation-aware the entries "Prepare to Recommender ride a train", "Buy souvenirs", "Meet someone at the To detect the user’s location we further assume that the cell phones station" etc. as shown in Fig. 2(c). While displaying the of Dawson, Fiona and Gordon are equipped with Felica3 contact-less task-list, Dawson's phone connects to the situational RFID tags, enabling a two-way communication with Sonys Felica reasoningOtherengine approaches and suchupdates as CONON Dawson's location to[4] [32] and SOUPA/CoBra Reader-Writer devices. Whenever a user puts his phone close to a solely rely on rule-based reasoning “Tokyo station“. No task-list is shown on Fiona's which cannot be completecellfor Felica Reader-Writer device (e.g., to make a mobile payment at a OWL (not phone at this moment.even for OWL Lite [5]) and easily leads to undecidability, train gate) the recommender application retrieves the corresponding Fewasseconds generic rules can be used to simulate role value maps [11]. later, Fiona Davidson passes the same gate location information as a semantic description of this place (cf. Fig- CONON is an OWL DL encoded upper-context ontology for per- ure 2). Since Sony and NTT DoCoMo just started to deploy their at Tokyo station (Fig. 2(d)). Fiona's phone connects to the vasive computing applications defining almost 200 concepts. Rule- situation mobile Suica4 system for JR East at all stations in the Tokyo region, reasoning is used toserver reasoning and uploads derive high-level Fiona's new context information and to this assumption is not a fiction but reality. location check("Tokyo station"). its consistency. In turn, To cope with the theobserved situation reasoner delay of several infersseconds that Dawson Campbell (c) Dawson's After phone the having passed displaying the task-list gate at Tokyo station,suited for station Dawson’s phone dis- caused by the reasoning and process,Fiona complexDavidson reasoningare tasks plays a basic list of tasks, associated with the concept Station. This both are located computed offline. However, this approach is not feasibleThe at Tokyo station, traveling together. in our list may include entries such as “Prepare to ride a train”, “Buy sou- situation reasoning dynamic setup. engine refers to the situation ontology, venirs”, “Meet someone” etc. While displaying this task-list, Daw- and then SOUPA, finds another thatOWL the relation designed DL ontology between Dawsonap- for ubiquitous son’s phone connects to the situational reasoning engine and updates Campbell andis Fiona plications, about theDavidson same size as is thecolleague. Dawson's CONON ontology. Its ex- his location to Tokyo station. situation tensionis CoBra-Ont reasonedisbased used byon time ("afternoon"), a context broker architectureplaceto real- Before having passed the gate, no tasks are shown on Fiona’s ("station") and relation ize a scenario where people ("colleague"). on a universityIncampus this come case,together the (d) Fiona phone. Oncepassing the gate her location has been detected, a connection to the rea- reasoned situation for a meeting. To limitbecomes the reasoning BUSINESS overhead causedand this by importing soning engine is established and her current location is updated. judgment standardis ontologies, then passed to concepts single both Dawson's are mapped and to Fiona's cell foreign ontology As a result, the situation reasoner infers that Dawson Campbell phone and service navigation server. Both Dawson andcor- terms. Still, the SOUPA ontology is of a rather high-complexity and Fiona Davidson are travelling together, based on their proximity responding Fiona's cell phone SHOIF(D),shows the because it contains reasoned nominals. results as shown in at the station. In addition, a lookup in the knowledge base reveals An interesting approach to speed up the rule-based inferencing Fig.2(e). Service Navigation server acquires the task-list that Dawson and Fiona are colleagues and that the scene takes place that oniscomplex ontologies is to determine relevant contexts required to determined from both reasoned situation at a weekdays afternoon. answer queries using the query-tree method [17]. It remains to be Because Dawson is located at a public place during office hours ("Business") and the place ("station"), and then sends the seen how this method extends to our classification-based approach. acquired task-list to both Dawson's and Fiona's cell phone together with colleagues, his situation is classified as a business sit- uation. His phone shows the inferred situation together with a cor- (Fig.2(f)). responding list of filtered tasks (shown on the left part of Figure 1). The3 second demo scenario Situation-aware ServiceisRecommendation as follows. Dawson To further specify his needs, Dawson may select one of the recom- Campbell and his father in law Mark Buchanan are at mended tasks (“go to destination” in this case) and finally invoke an Tokyo Westation build on during an afternoon a task-oriented to go system service navigation somewhere [25] thatbysup- associated service (as shown on the right part of Figure 1). train.ports In this case,inthe the user inferred finding situation appropriate is "Private", services by querying and a rich (e) Both Let phones us assume displaying another the inferred situation situation taking place at theBUSINESS same location. corresponding task ontologytask-lists that represents appearcommon on sense both knowledge Dawson's andtyp- about Mark'sicalcell phone. complex tasks. Situation 2: Private Meeting at Tokyo Station The key pointofofthisthese The usage basic scenarios task navigator isisthat the delivered as follows. After having Dawson Campbell arrives on a Saturday around noon at the Tokyo task-lists specifiedarea task-oriented tailored toquery the such different as “go touserthemesituations, park” a list of main station where Mark Buchanan, his father in law, is awaiting "Business" tasks thatormatch "Private", even this query if both is sent to theplace mobileand timeNow device. arethe him. They plan to shop for a birthday present for Dawson’s wife. the same, user canstation select in thethis mostcase. appropriate task and a corresponding de- Demo requirements: tailed task-model is displayed LAN access point, accordingly. In a either wireless final step, associated This situation is classified as private family meeting, because it takes or wired LAN services canis beOK.invoked by establishing an Internet connection to the place during leisure hours and only relatives are in the proximity. actual i-mode services. In this case, the situation-aware recommender application suggests Figure 1 shows the user interface of the situation-aware variant References of the basic service recommender. To explain its functionality, let us tasks that are related to private activities such as “go to movie the- ater”, “go shopping”, etc. [1] T.assume Naganuma and S. the following Kurakake: Task Knowledge Based situation. The key statement of these scenarios is that task-lists are actually Retrieval for Service Relevant to Mobile User's Activity, In (f) Both phones displaying the task-list - associated with the tailored to different situations of the user, even if some context con- Proc. Situation of the 4th Int. Semantic 1: Important Web Business Conference Meeting (ISWC’05), at Tokyo Station situation BUSINESS ditions are the same (location in this case). In this respect, our system Y.Gil etTwo al. (Eds.), LNCS travellers, 3729, Dawson pp.959-973, Campbell and his2005. boss Fiona Davidson, Fig.2 facilitates users to access Demoservices the mobile Sequence that fit best to their cur- arrive on a Friday morning at the Tokyo main station. Gordon rent situation, purely based on qualitative context information. Green, a project partner, is already waiting for them at the plat- form. The group is looking for a quick transfer to the airport. 3 4 2 Situation Engine Task Navigator We refer to an ontology as a logical theory accounting for the in- classify Context Sensor Data tended meaning of a formal vocabulary, i.e. its ontological commit- - location (address, place) - attendee ment to a particular conceptualization. Therefore, the decidability of the selected ontology language is crucial. The OWL DL fragment of Situation Context Situation Task the OWL fulfills this requirement, is highly expressive and has the Ontology Reasoner classification Ontology result potential to become the standard ontology language for the Seman- tic Web. Its selection as the ontology language of choice resulted in Context Situation-based Enrichment Task Filter the construction of high-quality ontologies (i.e., ontologies that are proven consistent by fully automatic inference engines that are avail- "raining" "afternoon" able for OWL DL). It is important to note that we do not propose "night" "colleague" Task List the ontologies described hereafter as the main representation format Environmental Social Qualitative for all aspects of context modeling, as ontologies are limited to the Data Relationships Time formulation of qualitative aspects and the available inference engines Context Management are generally weak in handing large amounts of data efficiently. The context ontologies are composed of eight interrelated compo- Figure 3. Architecture nents defining more than 300 concepts, 200 properties and 300 indi- viduals. They provide a general vocabulary for temporal and spatial concepts, agents as well as devices. Being informed by the vCard 4 Architecture standard, the iCalendar representation and the FOAF (Friend-of-a- friend) format, an extension for the precise modeling of complex so- Figure 3 depicts the overall system architecture. The implementation cial relations has been developed. All component ontologies are inte- contains two main parts, the situation engine and the task navigator. grated by a situation ontology that defines a top-level concept named The situation engine receives context information that has been Situation (cf. Figure 4). This concept is refined by concepts such as collected by the task navigator on the mobile device. Furthermore, Private and Business by referring to concepts and relations defined this information is enriched by context artifacts, such as environ- in the component ontologies. mental data, social relations between companions and a qualitative We exemplarily sketch the OWL definitions of two typical situa- representation of time, all gathered form a distributed network of tions using standard DL syntax [1]. A person’s situation is classified context providers. Thereupon, an axiomatized situation instance is as Business, if he is either located at a business place (such as an constructed and sent to the inference engine. According to the world office) or at a public place (e.g., a train station) during office hours. knowledge encoded in the situation ontology, this instance is clas- sified and the inferred situation is propagated back to the task nav- Business := Situation u (∃ location . Business place t igator. A subcomponent of the task navigator, the task filter, detects (∃ location . Public place u ∃ time . Office hour)) the most appropriate task nodes within the task ontology by match- ing the derived situation with the task-specific categories. Finally, a representation of the resulting task list is constructed by the task A person is participating a family meeting if he or she is in a private navigator and presented to the user on his mobile device for further meeting situation where all participants are relatives. navigation and service selections. The task ontology stores descriptions for abstract as well as con- Family meeting := Situation u (∀ company . Relative) crete tasks and their interrelations as semantic descriptions. Large and abstract tasks are thereby described by sequences of smaller sub- Situational reasoning is realized using a DL reasoning engine that tasks. In addition, abstract tasks are annotated with enabling context classifies concrete individual situations w.r.t. the ontology. Let us conditions and concrete tasks are linked to appropriate information consider the Situation 1 introduced in Section 3. First, each piece services via Uniform Resource Identifiers. The task structures are of context information such as the location (Tokyo station), the time defined in terms of the process model of the OWL-S ontology [21]. (Sunday morning), and all companions (Dawson’s boss Fiona and Each task node is represented as a service class and categorized ac- his project partner Gordon) are represented in terms of vocabulary cording to the high-level context concepts such as Business meeting, formalized by the context ontologies. This requires the mapping of defined within the situation ontology. The context conditions describ- sensed quantitative data to qualitative representations (e.g. a time- ing the applicability of a task node are thereby encoded as corre- stamp is mapped to an individual in the Abox representing a Fri- sponding OWL-S service profiles. More details about our task ontol- day morning). The qualitative representations are enriched by the ogy can be found elsewhere [26]. world-knowledge formalized in the component ontologies and are combined to an Abox individual in the situation ontology. Computed by the reasoning engine, the direct concept type for the 5 Context Representation and Classification situation instance according to Scenario 1 is Important meeting. In We adopted the IST MobiLife5 Context Management Framework [7] this case, the location of the scene is a public place (as tokyo station to achieve interoperability between context sources from diverse do- is an instance of the concept Station, which in turn is a subconcept of mains by defining an XML-based context meta model. The elements Public place) during office hours (as the individual friday morning of this meta model are linked to ontologies that define the basic con- is classified as Office hours) and the main actor Dawson is accompa- textual categories, used to represent qualitative aspects of context in- nied by his supervisor and a business partner. Similarly, the situation formation. instance constructed for Scenario 2 is classified as Family meeting as it takes place at a public location during leisure time and only 5 http:\\www.ist-mobilife.org relatives are detected in the proximity of Dawson. 3 Private_place ⊔ (Public_place ⊓ Leisure_time) Private ⊓ Meeting ⊓ Private_meeting ⊓ Private company (Relative ⊔ Friend) company Relative Private_meeting Family_meeting Situation Meeting company ≥ 1 Business_meeting Important_meeting Business Business ⊓ Meeting ⊓ Business_meeting ⊓ Business_place ⊔ company (Colleague ⊔ Business_partner) company Supervisor (Public_place ⊓ Office_hour) Figure 4. Situation Ontology Fragment The situational reasoning process described above is supported by syntactic as well as the semantic level is necessary for referencing deductions in all component ontologies. For example, the agent on- entities in another ontology without inheriting all of its complexity. tology specifies in detail the semantics of social relations between Furthermore, our modeling of context ontologies would benefit from people. Based on the knowledge encoded within the ontology, it can additional constructs such as qualified cardinality restrictions and a be inferred that two persons (like Dawson and Fiona) are colleagues, richer object property structure that would allow the specification taking into account the transitivity of this relationship in case they of reflexive, irreflexive, symmetric and anti-symmetric properties as have a common colleague. Similarly, even if no direct relation be- well as property chains and disjoint property axioms. Reasoning sup- tween Dawson and Mark is specified it can be inferred that Mark is port for the DL-safe fragment [23] of SWRL [14] and for concrete Dawson’s father in law (defined to be the father of the spouse of a domains on user defined datatypes would allow us to further enhance person), because Dawson’s wife Madeleine is known to be the child the quality of our situation engine. While concrete domain reasoning of Mark. In this case, the subproperty and inverse property specifica- and support for SWRL is already available in some inference en- tions within the agent ontology enable this logical inference: wife is gines, and most of the requested additional language constructs are defined as a subproperty of spouse and father is the inverse of child. part of the OWL 1.1 draft6 created by the ad-hoc OWL community, an improved import mechanisms as given by the E-connection mech- anism [10] and implemented in Pellet is not included. 6 Discussion At first, we experimented with the DIG interface to realize the We integrated a situational reasoning engine into a real-world mo- communication between our application and the inference engine. bile service application. Our classification-based approach relies on However, DIG 1.1 does not support the removal of specific axioms ontology technology for the representation and reasoning on context making it necessary to re-submit the complete ontology for each re- information. As the scalable management of data is not a core fea- quest to our situation engine. This is especially awkward for our ap- ture of pure ontology-based context management and typical context plication where only a very small part of the assertional knowledge models are usually rather large, we restricted its scope to high-level changes between two requests. As active members of the informal qualitative context elements. Lower-level context information is rep- DIG 2.0 working group7 we therefore propose a modular extension resented according to an XML-based meta model and managed sepa- to the interface that supports incremental reasoning and retraction. rately. The arising reasoning problems are answered by a Description Unfortunately, current reasoner typically only provide some kind of Logic (DL) [1] inference engine that provides complete reasoning batch-oriented reasoning procedure. A notable exception is Racer support for the decidable fragment of OWL. which offers low-level retraction support for most of its statements. The use of the standard representation language OWL and the Still, because of the lack of algorithms for appropriately handling in- standardized reasoner interface DIG [2] (a stateless HTTP-based pro- cremental additions as well as retractions, Racer initiates a complete tocol with XML syntax) enabled us to directly compare the influence reclassification after each change in the ontology. Initial empirical re- of different context ontologies and reasoners on the overall system sults, performed with an experimental version of Pellet, indicate that performance. We observed that the inference technology as imple- incremental classification algorithms for SHOIN (D) can be quite mented in modern DL reasoners made significant progress during effective [28]. the last years. Novel optimization techniques enabled a tremendous The ability to handle simultaneous requests is one of the key re- increase in performance, and also the coverage was greatly extended. quirements in our dynamic mobile setting. However, current infer- By now most systems can be accessed via DIG, and support nomi- ence engines do not implement any transaction management. Only nals as well as Abox reasoning directly. FaCT++ and Pellet support for Racer, support for dispatching, load balancing and caching of SHOIQ(D) (OWL DL extended by qualified cardinality restric- OWL-QL [6] queries is available via the RacerManager [8]. As tions) and RacerPro supports SHIQ including approximated nomi- OWL-QL does not support modifications of an ontology, we had to nals and reasoning with concrete domains. implement our own transaction management system that enables the Nevertheless we observed several limitations in the available tech- sharing of reasoning resources between requests, but avoids the ne- nology (see [18] for details). The import mechanism of OWL, which cessity to maintain a separate knowledge base for each user. brings all triples into the importing ontology, has a limited use for the 6 hhttp://www-db.research.bell-labs.com/user/pfps/owli sharing and reuse of ontologies. An appropriate mechanism on the 7 hhttp://homepages.cs.manchester.ac.uk/∼seanb/digi 4 It has been observed before [17][32] that the delay caused by REFERENCES ontology-based inferencing easily becomes a major obstacle for re- [1] F. Baader et al., The Description Logic Handbook, Cambridge Univer- alistic applications. 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