=Paper= {{Paper |id=Vol-2134/paper08 |storemode=property |title=Modelling the Social Environment: Towards Socially Adaptive Electronic Partners |pdfUrl=https://ceur-ws.org/Vol-2134/paper08.pdf |volume=Vol-2134 |authors=Ilir Kola,Catholijn M. Jonker,M. Birna van Riemsdijk |dblpUrl=https://dblp.org/rec/conf/ijcai/KolaJR18 }} ==Modelling the Social Environment: Towards Socially Adaptive Electronic Partners== https://ceur-ws.org/Vol-2134/paper08.pdf
            Tenth International Workshop Modelling and Reasoning in Context (MRC) – 13.07.2018 – Stockholm, Sweden




                                      Modelling the Social Environment:
                                 Towards Socially Adaptive Electronic Partners
                             Ilir Kola1 , Catholijn M. Jonker1,2 , M. Birna van Riemsdijk1
                               1
                                 Interactive Intelligence Group, TU Delft, The Netherlands
                                     {i.kola, c.m.jonker, m.b.vanriemsdijk}@tudelft.nl
                       2
                         Leiden Institute of Advanced Computer Science, Leiden, The Netherlands
                                               c.m.jonker@liacs.leidenuniv.nl

                              Abstract                                    terms have been used to describe attempts to enable artificial
                                                                          agents to better understand their surrounding environment.
         Providing support to a person to manage the activ-               According to Barwise [1987] these concepts refer to the same
         ities of daily life requires a framework to represent            thing, and situations represent a way of modelling contexts.
         the social environment of that person. The frame-                Situation awareness is primarily used to model emergency sit-
         work introduced in this paper allows the modelling               uations such as rescue operations, therefore the main focus
         of the subjective experience of that person in spe-              has been on modelling the physical environment. However,
         cific situations, the social relationships of people             Kaminka [2013] argues that agent systems should incorpo-
         playing a role in that situation, as well as general             rate general social intelligence building blocks. Dignum et
         knowledge that can be used to derive additional in-              al. [2014] also suggest that the next step in artificial intelli-
         formation about specific situations.                             gence is the ability to show social intelligent behaviour.
                                                                             In this paper we focus on modelling situations for Socially
1       Introduction                                                      Adaptive Electronic Partners [Van Riemsdijk et al., 2015],
                                                                          which are artificial agents that support people in their daily
Artificial agents that support people in various activities are           lives, and base this support on the users’ preferences, i.e., the
becoming a reality, consider e.g., virtual coaches [Tielman et            decision when to support and the form of support is tailored to
al., 2014], personal assistant agents [Myers and Yorke-Smith,             the user. We use the Situation Theory Ontology (STO) frame-
2007], and smart homes1 . Simon [1972] proposes that human                work developed by Kokar et al. [2009], and we extend it in
behaviour is shaped by the computational capabilities of the              order to enable it to account for social relations. We choose
actor as well as by the structure of the task environment. This           this framework since it allows the representation of arbitrary
suggests that in order for artificial agents to be able to support        situations from different points of view. The resulting knowl-
people in their daily lives, information about their internal             edge structure enables us to model and reason about situations
processes is not enough: it is also important to represent the            in which the social component plays an important role. In
environment. In simple words, help should be situational and              Section 2 we introduce a motivating example. The necessary
therefore, we need to know what is going on around us. To                 background knowledge used in our approach is discussed in
provide assistance that fits the situation, an agent should be            Section 3. We present our approach and use it to formalize
able to reason about the surrounding entities and how they                the example scenario in Section 4. We wrap up the paper and
relate to each other.                                                     discuss future work in Section 5.
   If we turn to sociology, the concept of definition of the sit-
uation is considered to be what people use in order to know               2 Motivating Example
what is expected of them in a given situation. It is a subjec-
tive understanding of the role and status of those involved in            In order to illustrate our approach we present an example sce-
a situation. We learn how to define situations by combining               nario which will serve as the base for the framework in Sec-
our experiences with our knowledge of norms, customs, be-                 tion 4. To make the scenario appropriate for our goals of sup-
liefs, and social expectations. The term first appeared in Park           porting people in their daily life, we include settings in which
and Burgess [1921], who write: “...In fact, every single act,             social relations influence the actions that are to be taken.
and eventually all moral life, is dependent upon the definition              In the scenario our main character, Alice, and her two
of the situation. A definition of the situation precedes and              friends, Bob and Charlie, are going on a holiday trip. The
limits any possible action, and a redefinition of the situation           first step is for them to decide when and where to go. After
changes the character of the action.”                                     deciding, Alice notices that on the morning of departure she
   Research in computer science has tackled this issue by us-             has an important meeting with her boss at work. During the
ing concepts such as situation awareness [see Endsley, 2000]              holidays while on a picnic, Alice forgets to bring something
and context awareness [see Akman and Surav, 1996]. Both                   to drink, so she asks Bob for a beer. Later that day when
                                                                          they go to a shop, Alice buys a chocolate, and then gives the
    1
        http://sine.ni.com/cs/app/doc/p/id/cs-14844                       chocolate to Bob.



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        Tenth International Workshop Modelling and Reasoning in Context (MRC) – 13.07.2018 – Stockholm, Sweden

   We want to model the situations in this scenario from the             under that specific situation. In this formalism, s  φ means
point of view of our main character. For this reason we need             that the infon φ holds in situation s. Since situations are rep-
a knowledge structure based on a subjective representation               resented formally, it is possible to infer new facts by using
of the world. The knowledge structure should explicitly rep-             OWL formalisms. Furthermore, it is possible to construct
resent different social relations between people, taking into            more general rules and then infer information by combining
account that people can have different relations in different            them with the facts present in the ontology.
situations. Furthermore, we need the possibility of combining               Many of the concepts presented so far are similar to our re-
the facts from the situation with more general rules in order            quirements: situations are seen as a partial subjective descrip-
to infer new information about the situation and possible ac-            tion of the world from the point of view of a user, it is possi-
tions. Lastly, it would be useful to have access to information          ble to refer to other situations, the framework is generic and
from past situations during the reasoning process.                       expressive, and it is possible to add rules, which in our case
                                                                         can represent societal norms. Furthermore, the formalizations
3     Preliminaries                                                      can be graphically represented, which gives the possibility of
The approach introduced in this paper is based on existing               interactively building a model of the situation with the user.
concepts from situation awareness and sociology. In this sec-            For other approaches used to model context, see Akman and
tion we present these concepts and discuss why they were                 Surav [1996]. However, at this point the STO framework does
chosen. Due to space restrictions, our description does not              not support explicit relations about the social sphere. Kokar
include technical details. For in-depth accounts, the reader is          et al. [2009] acknowledge that their framework is a starting
referred to Kokar et al. [2009] and Fiske [1992].                        point, thus it is not complete and is open for extensions. We
                                                                         do so by using concepts from sociology presented below.
3.1    Situation Theory Ontology
Kokar et al. [2009] present a formalization of situations                3.2 Elementary Forms of Sociality
based on the situation theory developed by Barwise and Perry             Fiske [1992] in his attempt towards a Unified Theory of So-
[1981] and extended by Devlin [1995]. This formalization is              cial Relations suggests that most kinds of social interaction
compatible with the interpretation of situation awareness in             are generated by using four elementary relational models.
terms of human awareness provided by Endsley [2000]. They                More complex social forms can then be expressed by combin-
formalize these concepts by using the Web Ontology Lan-                  ing these models. The relational models are not dependent on
guage [W3C, 2004]. The authors suggest that an agent can                 specific domains or situations, rather they can be used for any
be considered aware of the situation if it has “...data pertinent        type of social relations. This feature makes the approach use-
to the objects of interest, some background knowledge that               ful for our cause, since we aim at having a generic framework
allows one to interpret the collected object data and finally            which can model any type of (social) situations.
a capability for drawing inferences”. Furthermore, they ar-                 Communal Sharing (CS) relationships represent a
gue that the agent should not only reason about relations, but           bounded group of people who are equivalent and undiffer-
also recognize situations and how they impact on one’s goals.            entiated. An example of this relation is an open buffet dinner:
According to the assumption by Barwise and Perry [1981],                 the guests can all take as much food as they want, so they are
situations are simply limited parts of the world perceived by            in some sense indistinguishable. However, these equivalence
people. Devlin [1995] emphasizes the importance of under-                classes are not fixed: people in the same equivalence class
standing that the information that the agent has is simply a             are seen as equal only for that specific purpose. Formally, CS
part of the overall theoretically available information.                 is an equivalence relationship in which reflexivity, symmetry,
   The main elements of situation theory are objects and                 and transitivity hold.
types. Some of the basic types are IND representing the type                Authority Ranking (AR) relationships represent a hierar-
of individuals, RELn representing n-place relations, SIT rep-            chical ordering of people for a certain social dimension. Peo-
resenting the types of situations etc. The main type of situ-            ple in higher ranks have more power, privileges, and typically
ation is an utterance situation, representing an expression in           also more responsibilities. An example of this relation can be
natural language which is linked to a real situation. These              found in a military setting. Formally, AR is a linear ordering,
utterances can be represented as information coming from a               i.e., a reflexive, transitive and anti-symmetric relationship.
user. The relevant part of the world mentioned in the utter-                Equality Matching (EM) relationships represent a model
ance is called focal situation. Utterances might also refer to           of even balance, for example turn taking, tit-for-tat retalia-
another situation, called resource situations, which is used as          tion, or compensation by equal placement. People are mainly
background information during the reasoning process.                     concerned whether there is balance in the relationships. An
   The basic information about a situation is expressed by               example can be parents taking turns to baby-sit their chil-
using infons, written as: << R, a1 , ..., an , 0/1 >> where              dren. Formally, the EM relationship has the properties of a
R is an arbitrary n-place relation, a1 , ..., an are objects ap-         linear ordering and entails the idea of an additive identity.
propriate for R, and 0/1 is the polarity of the infon, show-             Furthermore, the relation obeys the associative and commu-
ing whether the relation holds for those objects or not. For             tative laws. Finally, EM is order preserving.
instance, the infon << workT ogether, Alice, Bob, 1 >>                      Market Pricing (MP) relationships represent a model of
would express that the relation workT ogether(Alice, Bob)                proportionality in social relationships. All the features of the
holds. Situations and infons are related by the support rela-            relation are considered under the point of view of a single
tionship (), which relates the situation with infons that hold          utility metric that allows for comparison. Typical examples



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        Tenth International Workshop Modelling and Reasoning in Context (MRC) – 13.07.2018 – Stockholm, Sweden

of MP relations are those which include a rational calculation          If       s  << member, X, G1, 1 >>
of expected utility, where the usual metric of comparison is            and      s  << communalSharing, G1, 1 >>
money. Formally, MP relationships have the properties of EM             and      s  << member, X, G2, 1 >>
and some others such as the concept of multiplication as well           and      s  << authorityRanking, G2, 0 >>
as the fact that two entities of the same relational structure          Then     s  << equal, choice(X), pref (X), 1 >>
can be compared.
                                                                        which shows that if a person is not a member of some AR
   Dignum [2004] proposes three types of relationships which
                                                                        group (i.e., there is no choice conflict), then the choice of the
govern transactions in organizations: a hierarchical model,
                                                                        person can be the same as her preference.
a market model [Williamson, 1975], and a network model
[Powell, 2003]. These are similar to the AR, MP, and a com-               [Behind the scenes of s1] In this situation the relevant
bination of CS and EM relations, respectively.                            individuals are Alice, Bob and Charlie, and the rele-
                                                                          vant relation is CS since we are talking about a group
4   Suggested Approach                                                    of friends going on holidays, so we can say that
In order to represent the example of Section 2, we split the                   s1  << member, Alice, f riendsGroup, 1 >>
scenario into different situation snippets:
                                                                               s1  << member, Bob, f riendsGroup, 1 >>
s1 Alice, Bob and Charlie have to pick a time and place for
      their holiday trip;                                                   s1  << member, Charlie, f riendsGroup, 1 >>
s2 Alice notices she has a meeting with her boss on the de-                s1  << communalSharing, f riendsGroup, 1 >>
      parture day;                                                        Furthermore, at this point we do not have information
s3 Alice asks Bob for a beer;                                             about conflicting choice due to Alice being in an AR
                                                                          group. By using the inference rule, the system under-
s4 Alice buys a chocolate in the shop;
                                                                          stands that in order for a decision to be made, first of all
s5 Alice gives the chocolate to Bob.                                      relevant individuals should be asked, and once there is
   In order to model these situations, we assume that the agent           no disagreement, a place (and time) can be picked.
has knolwedge about Alice’s social relations. How to build
these knowledge structures with the users will be explored                 In AR, priority goes to people holding higher positions. In
in future work. As aforementioned, we will extend the STO               this spirit, we can define the rules:
by adding social relations and inference rules. At the same             If       s  << member, X, G, 1 >>
time, we will explain how our situation snippets can be mod-            and      s  << member, Y, G, 1 >>
elled using these rules and relations. Since we are in an ontol-        and      s  << higherAuthority, X, Y, G, 1 >>
ogy setting, the presented relations are instances of the RELn          Then     s  << outRanked, Y, G, 1 >>
type, while all the individuals are instances of the IND type.
We do not express the overall ontology due to space restric-            If   s  << authorityRanking, G, 1 >>
tions, however for each situation snippet we present the rel-           and s  << member, X, G, 1 >>
evant individuals and relations, as well as the infons that are         and s  << outRanked, X, G, 0 >>
supported by the situation. Finally, we express what can be             and s  << member, Y, G, 1 >>
derived from that information in combination with the infer-            and s  << outRanked, Y, G, 1 >>
ence rules.                                                             Then s  << equal, select(G), choice(X), 1 >>
   In CS relations, decisions are made by unanimous agree-              and s  << equal, choice(Y ), select(G), 1 >>
ment by the members. This bit of knowledge is represented
by the following inference rules:                                         The last rule suggests that if a person is outranked in an
                                                                        AR relation, then its choice is the same as the choice of the
If       s  << member, X, G, 1 >>                                      top member of the group.
and      s  << member, Y, G, 1 >>
and      s  << equal, X, Y, 0 >>
and      s  << equal, choice(X), choice(Y ), 0 >>                        [Behind the scenes of s2] In this situation the relevant
Then     s  << disagree, G, 1 >>                                         individuals are Alice and her boss. Bob and Charlie are
                                                                          not relevant for the situation at this point, since we are
where G represent a group of people that X is a part of,                  taking the point of view of Alice. The relevant situation
                                                                          is AR, and the situation supports the following infons:
If       s  << communalSharing, G, 1 >>                                          s2  << member, Alice, workGr, 1 >>
and      s  << disagree, G, 0 >>
and      s  << member, X, G, 1 >>                                                s2  << member, boss, workGr, 1 >>
Then     s  << equal, selection(G), choice(X), 1 >>                            s2  << authorityRanking, workGr, 1 >>
this means that if there is no disagreement in the group, the             s2  << higherAuthority, boss, Alice, workGr, 1 >>
choice of any member can be selected.                                            s2  << outRanked, boss, workGr, 0 >>




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        Tenth International Workshop Modelling and Reasoning in Context (MRC) – 13.07.2018 – Stockholm, Sweden

  so the systems concludes that Alice is outranked and                      In future work we will model this by formulating a meta or
  therefore has to attend the meeting with her boss.                        second-order property of predicates: persistent(P ) means
                                                                            that P remains true unless explicitly changed by the rules on
   At this point, s1 will also change, since now Alice’s choice             the object level.
is different (and is not the same as her preference), therefore                In an MP relation, money is the metric through which an
there is disagreement in the group. This would give rise to                 exchange balance is kept, so we introduce the following rule:
a new situation where the relevant individuals are Alice, Bob
and Charlie, and s2 would be a resource situation, but we will              If       s  << marketP ricing, X, Y, 1 >>
not model it for space reasons.                                             and      s  << serves, Y, X, V, 1 >>
   In EM, the most important aspect is to keep some kind of                 Then     s  << shouldP ay, X, Y, val(V ), 1 >>
balance in the relation. We can define the following rules:
                                                                              [Behind the scenes of s4] In this situation the relevant
If     s  << equalityM atching, X, Y, 1 >>
                                                                              individuals are Alice and the shopkeeper, and the rele-
and    s  << owesF avor, X, Y, V, 1 >>
                                                                              vant relation is MP. The following infons are supported:
and    s  << serves, X, Y, W, 1 >>
Then s + 1  << owesF avor, X, Y, val(V ) − val(W ), 1 >>                      s4  << marketP ricing, Alice, shopkeeper, 1 >>

Here s + 1 refers to the situation that follows from s by that                 s4  << serves, shopkeeper, Alice, chocolate, 1 >>
actions taken in s, V and W represent the owed items, while                   so the system can infer that Alice should pay for the
the function val represents the value of the items.                           chocolate.

If       s  << owesF avor, X, Y, val(V ), 1 >>                                At this stage MP seems like a sub-case of EM, however the
Then     s  << owesF avor, Y, X, −val(V ), 1 >>                            difference stands in the fact that EM usually implies a closer
                                                                            relation between the people, and the concept of paying back
If       s  << owesF avor, X, Y, 0, 1 >>                                   a favor is more subjective, while in MP the values are usually
Then     s  << balanced, X, Y, 1 >>                                        clear to all parties.

If       s  << balanced, X, Y, 1 >>                                        5 Conclusions and Future Work
Then     s  << balanced, Y, X, 1 >>                                        In order to support people in their daily activities, artificial
                                                                            agents should not only be able to reason about the user’s inter-
  [Behind the scenes of s3] In this situation the relevant                  nal processes, but at the same time they should understand the
  individuals are Alice and Bob, and the relevant relation                  user’s surrounding environment. In this paper we focus on the
  is EM a . The following infons are supported:                             social environment, and we present a framework that can be
                                                                            used to model situations which include social elements. Fur-
       s3  << equalityM atching, Alice, Bob, 1 >>                          thermore, we illustrate how our framework functions through
          s3  << serves, Bob, Alice, beer, 1 >>                            an example. As our starting point we use the Situation The-
                                                                            ory Ontology developed by Kokar et al. [2009], and we ex-
  so from now on Alice should keep in mind that she owes                    tend it in order to enable it to represent social relations. We
  a favor to Bob until she has repaid him.                                  implement four basic social relations: communal sharing, au-
     a
       This situation can also be modelled as CS, if that is Alice’s        thority ranking, equality matching and market pricing [Fiske,
  subjective view on her relation with Bob. In that case no rule            1992]. The resulting framework allows us to represent the so-
  would trigger. We assume EM for illustration purposes.                    cial aspects of situations, and is able to reason based on these
                                                                            situations. The inference rules are based on properties of the
  [Behind the scenes of s5] In this situation the relevant                  social relations. A key feature of the framework is that it rep-
  individuals are Alice and Bob, and s3 is a resource situ-                 resents situations from the point of view of the user that we
  ation. Again, EM is the relevant relation, in which:                      want to support.
                                                                               In future work, we will add more generic inference rules
       s5  << equalityM atching, Alice, Bob, 1 >>                          based on societal norms in order to enable the system to rea-
                                                                            son about arbitrary situations. Furthermore, the approach can
       s5  << serves, Alice, Bob, chocolate, 1 >>                          be combined with activity recognition technology in order to
  in s3 we inferred that Alice owes a favor to Bob. In Al-                  enable encoding the infons automatically. This way the agent
  ice’s point of view a beer and a chocolate have a similar                 can use as an input explicit knowledge from the user as well
  value, so the system can conclude that she does not owe                   as knowledge from the recognition module, and then in turn
  something to Bob anymore: the balance has been reset.                     reason and act based on the preferences of the user. More-
                                                                            over, we will include the temporal aspect of situations which
   For this to work in the formalism, we need to be able to re-             is currently missing. Another goal is to unify our framework
fer that s5 is later than s3 and that if Alice did not serve Bob            with a framework that accounts for the user’s behaviour, this
with something in the mean time, she still owes him the same                way both the internal and external aspects are represented.
as she did in the state following from s3. This inertia/per-                Finally, we want to make it possible for users to build the
sistence of (sub-)situations is known as the frame problem.                 representations of situations interactively with the system.



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       Tenth International Workshop Modelling and Reasoning in Context (MRC) – 13.07.2018 – Stockholm, Sweden

Acknowledgements                                                      M. Birna Van Riemsdijk, Catholijn M. Jonker, and Victor
This work is part of the research programme CoreSAEP, with             Lesser. Creating Socially Adaptive Electronic Partners: In-
project number 639.022.416, which is financed by the Nether-           teraction, Reasoning and Ethical Challenges. In Proceed-
lands Organisation for Scientific Research (NWO). The au-              ings of the 2015 International Conference on Autonomous
thors would like to thank the anonymous reviewers for their            Agents and Multiagent Systems, pages 1201–1206. Interna-
valuable comments and suggestions.                                     tional Foundation for Autonomous Agents and Multiagent
                                                                       Systems, 2015.
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