=Paper=
{{Paper
|id=Vol-34/paper-4
|storemode=property
|title=Case Based Reasoning for Knowledge Management in KDD Projects
|pdfUrl=https://ceur-ws.org/Vol-34/bartlmae_riemenschneider.pdf
|volume=Vol-34
|dblpUrl=https://dblp.org/rec/conf/pakm/BartlmaeR00
}}
==Case Based Reasoning for Knowledge Management in KDD Projects==
Case Based Reasoning for Knowledge Management in KDD-Projects
Concepts, Organizational Setting, Categorization into KM and Application in the case of
Knowledge Discovery in Databases
Kai Bartlmae Michael Riemenschneider
DaimlerChrysler AG, DaimlerChrysler AG,
Research and Technology 3 Research and Technology 3
D-89013 Ulm, Germany D-89013 Ulm, Germany
kai.bartlmae@daimlerchrysler.com
This is not a new problem, so i.e. Heisig [HEI98b]
proposes that before a new project is being started, a plan
Abstract for collecting know-how and experiences should be
prepared, considering the topics of:
In this paper we introduce our departments
organizational and technical infrastructure for • Who is responsible for experience collection?
knowledge-intensive and weak-structured • Where can know-how be gained?
processes: A framework for Knowledge • Who gained certain experiences?
Management in the case of projects in • In what form should the experience be documented?
Knowledge Discovery in Databases (KDD). It is
• How are the experiences collected and saved?
based on the experience factory approach and the
method of case based reasoning. We introduce • How are the experiences be disseminated?
both approaches in the context of knowledge
management, derive application-areas and But experience documentation has many barriers, so it is a
introduce our realization for projects in time intensive task and the person documenting it will in
knowledge discovery in databases. many cases not be the user of it and therefore reluctant to
share [KPMG98]. Further, the project teams are under
time pressure and therefore the motivation for
1 Introduction documenting experiences is initially low. A goal of an
approach must be to give the team members help and time
Many knowledge intensive activities take place in project when documenting their own project experiences as well
organizations, where project teams form a temporal as giving them the information they need as easy and
organization, which are disbanded after the projects are quick as possible, releasing them from administrative
completed. This shows especially true for the work, our work. Further, project-management has to make the team
department FT3/AD is involved in, Knowledge Discovery aware of the need for knowledge management, to define
in Databases. Here we analyze customer databases of processes for it, to train the teams, and last but not least to
different DaimlerChrysler branches i.e. for marketing introduce a technical infrastructure to collect, disseminate
reasons or for assessing credit risk. Because we work in and reuse them.
these temporal teams, it is our interest that the experience
gained in these projects should not only be kept as the Here we try to approach these problems with the concept
team members personal knowledge, but be kept within our of case based reasoning together with the experience
business organization in order to be reused. factory concept by Basili et al. [BCR94], building the
base of the Experience Factory in Knowledge Discovery
The copyright of this paper belongs to the paper’s authors. Permission to copy in Databases at FT3/AD (see also [BAR99]). It covers
without fee all or part of this material is granted provided that the copies are not necessary aspects mentioned above for knowledge
made or distributed for direct commercial advantage.
management in project work. The approach has its basis in
Proc. of the Third Int. Conf. on Practical Aspects of
the domain of software engineering and successfully be
Knowledge Management (PAKM2000)
applied by Althoff et al. [ABT97].
Basel, Switzerland, 30-31 Oct. 2000, (U. Reimer, ed.)
http://sunsite.informatik.rwth-aachen.de/Publications/CEUR-WS/Vol-34/
K. Bartlmae, M. Riemenschneider 2-1
In this paper we introduce both concepts, show where they meaning additionally effort for the project members. This
can complete each other and how they cover the different is why an organizational separation of collection and the
building blocks of knowledge management. The paper creation of experiences might prove useful. The
concludes with the description of the KDD-experience organization for collecting, structuring, saving and
factory, describing selected experience package types disseminating of experiences is called an Experience
used. Factory by Basili. Experience packages (EP) are its form
for representing experiences of different structure and
types, from data to process definitions. These are saved in
2 Organizational view: The Experience an experience base, which can be compared to a
safeguarded organizational memory.
Factory approach
The approach of the experience factory has been The experience factory approach is in its basic form very
introduced by Basili et al. as an evolutionary, experience abstract and conceptional [HOU99]. In order to apply it, it
based approach for the improvement of software-products is necessary to define its specific goals, the tasks and
and software-development-processes. They were processes of the involved agents and to install a
motivated by the realization, that collected experiences (technological) platform.
can improve development processes[HOU99]. Based on The experience factory approach has been applied in
the Quality Improvement Paradigm (QIP), the experience different applications, here we modified the model in
factory has been introduced as an organization that order to apply it in the domain of Knowledge Discovery in
supports the projects teams in the different steps of QIP. Databases (Figure 1).
One basic determinant of it is its organizational separation The approach proposed by Basili has been tailored
from the project teams in order to compensate the according to [ANT97]. We also distinguish the project
different goals project-teams and experience-management teams, conducting different KDD-projects, and the
have[ABT97]: experience factory organization, according to [HOU99],
While project teams try to reach their project goals fast with the roles of the Experience Engineer, the Experience
and within a cost-frame, experience management wants Factory Manager and EF-supporting-agents. See also
the avoidance of mistakes or the installation of good [BT98] for a similar differentiation.
practices using collected experiences. But this process of
experience collection is time consuming and costly,
Company/
Department Projectorganisation
DM-Project n
DM-Project 2
DM-Project 1
Planung/ Business Data Data
Modeli ng Evaluat ion Deployment
Mapping Understanding Underst andi ng P reparation
Pl anung/ Busi ness Data Data
Modeling Evaluation Depl oyment
Mapping Understanding Understanding Preparat ion
P lanung/ Busi ness Data Dat a
Modeling Evaluation Deployment
Mapping Understanding Understanding Preparation
Management
Lessons Learned, Lessons Learned, Reports,
KDD-Knowledge: Queries Deliverables, Feedback,
Process, Products, Persons, Workshops, Meetings
Experience Factory FT3/AD
FT3/AD
Experience Base
Reporting
Experience
existing in
the world at Supporter Experience
large Manager Engineer EP1 EP2 EPn
Information Flow
Influence
Optional Information Flow
Figure 1: Experience Factory in Knowledge Discovery in Databases.( See also [ANT97])
K. Bartlmae, M. Riemenschneider 2-2
3 The building blocks for Knowledge evaluation of products, through the cooperation with
Management within the Experience Factory universities and hiring of new personnel. At FT3/AD we
installed the KDD-Shop, where we evaluate new tools and
The building blocks according to Probst [PRR99] build a train our own teams and that of the project members in
general framework for Knowledge Management and is order keep track with the state-of-the-art in our domain.
based on a 2-layered learning cycle. The outside cycle
consists of the elements goals, realization and valuation Our experience engineers are responsible for the
and describes a traditional management control cycle. The documentation of experience packages and artifacts of
inner cycle is represented by the blocks of knowledge projects. This is done in cooperation with the project team
identification, knowledge acquisition, knowledge and according to the EF-management's formulated
development, knowledge distribution, knowledge use and operative knowledge goals of what types should be
knowledge preservation. The blocks represent an overall collected and how the infrastructure and processes should
approach for management of knowledge in a business look. They are therefore all the persons responsible for
organization. Since the conceptual approach by Probst et knowledge preservation. Further, the EF-supportive
al. incorporates the whole organization, the different agents take part in the collection of information and
concrete knowledge managing initiatives have to be fitted experiences within the project teams.
in this general approach. Here the Experience Factory
should represent a concretization of these blocks. We In the outer cycle, the responsibility for setting knowledge
therefore mapped the approach in order to investigate, goals can be found on different levels. Probst et al.
how the EF fulfilled these. Further, an approach should be differentiates between levels for formulating knowledge
integratable, problem-oriented, understandable, action- goals, of interest are more the operative ones. Here
oriented and give instruments. Here we want to introduce, realistic goals have to be formulated and further, measures
how the experience factory and the used CBR-approach to value these have to be defined and evaluated, closing
realize these requirements. the loop with the formulation of optimized knowledge
goals.
In the inner cycle, the blocks of knowledge use and
knowledge development is in the scope of the project It can be seen, that the basic roles and responsibilities of
organizations and teams. On the other hand, knowledge the Experience Factory can be assigned to the KM
identification is one major task of the experience building block approach in the context of our department
engineers, but depends on the help of the project teams. FT3/AD and Knowledge Discovery in Databases (see also
The EF-supporting agents are responsible for assisting the figure 2). Although the experience factory approach has
project-teams and the knowledge distribution. This can its focus on collection and reusing experiences in project
happen through joining the project teams, helping through work, it also covers with its roles the basic blocks of an
seminars in our so called KDD-Shop or last but not least general knowledge management approach. While the
through our experience base called Core-DM (Case Experience Factory is more of an organizational approach,
Oriented Reuse of Experiences in Data Mining). Here our giving roles to the different persons, we now want to
department FT3/AD plays an experience factory-like role introduce a more technical approach for completion.
for the different departments conducting knowledge
discovery in databases in corporation with us. We 4 Cognitive Sciences View: Case Based
represent a competence center in KDD, helping project
partners to conduct KDD. As a research department
Reasoning
within DaimlerChrysler, we are further interested in the The approach of case based reasoning (CBR) and
development and application of new KDD technologies. knowledge management share the same goal: the use and
We participate in KDD research and present the results to development of knowledge.
leading academic conferences. But on the other hand, we While one can understand under knowledge management
conduct knowledge acquisition through the buy in and a general and large area, incorporating different methods
Outer Cycle
Inner Cycle
Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge
Identification Aquisition Development Distribution Use Preservation Goals Valuation
EF EF Support Agent
Organization Experience Engineer
EF Manager
Exp-base /OM
Management
Project Organization
Figure 2: Assigning the responsibilities of the EF organization to the building blocks of Knowledge Management
of Probst et al.. (grey = important role, black = less important role).
K. Bartlmae, M. Riemenschneider 2-3
and techniques, i.e. from organizational and technical, Probst framework and how the building blocks are
case based reasoning represents a very concrete approach covered by CBR.
for these mentioned goals.
As we did this in the last section with the experience The basic idea of case based reasoning is, that for solving
factory, we will now introduce the case based reasoning a new problem, a concrete similar but solved solution is
approach and show, how it can be used in the general tailored to the new context and reused [WES96]. It is
Project
Experience Factory Organization Project
Experience Factory Organization Organization
Organization
EF Support Experience EF CBR
CBR
Agent Engineer Manager System
System
Support during
Retrieve documentation Problem
description,
and selection
query to the
Presentation system
of cases,
experience
Adaptation
and reuse of
cases
Reuse
New solution
Verify solution
and further
Revise Confirmed
solution adaptation
Evaluation and Feedback to
adaptation of the EF about
cases, used cases
experiences
Evaluation and
adaptation of
the system
Save changed
domain model
Retain Allow for
changes of
system
New case Final Save changed
evaluation of similarity
cases measures
Delete case
Save case in
Save case
system
Figure 3: General tasks of the KDD experience factory along the CBR-process.
Outer Cycle
Inner Cycle
Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge
CBR-Cycle Identification Aquisition Development Distribution Use Preservation Goals Valuation
Run-time Retrieve
Reuse
Revise
Retain
CBR-System Design
Figure 4: Mapping the CBR cycle onto the KM building blocks (grey = many similarities, black = some
similarities).
K. Bartlmae, M. Riemenschneider 2-4
based on a learning-cycle, including its phases retrieval, the necessary knowledge goals of what is to be reached
reuse, revise and retain of cases and experiences [AP94]. with this approach and how its success can be measured.
It is based on cognition-psychology, stating that experts
tend to reuse concrete experiences rather than to solve The most important part of a CBR-system is the
new problems from the ground up. Case based reasoning experience base, where the cases are saved in the form of
tries to realize this idea by describing a problem and its experience packages. The experience packages are
solution by a set of attributes and saves them as a case into accessed during the retrieve phase using a similarity based
a case- or experience base. Besides this knowledge in the measure. In most cases a technological platform exists, in
experience-base in the form of cases, it is necessary to order to do this in an easy and fast way. In figure 3, the
formulate general knowledge on how to select, interpret lifecycle of a case can be seen along the CBR-phases and
and transform cases, i.e. to formulate similarity measures the responsibilities according to the experience factory
or how to transform the old solution into the new one. organization.
5 The Experience Factory as organizational In figure 4 we mapped the CBR cycle onto the KM
framework for realizing a case based building blocks. It can be seen that the CBR cycle by
[AP94] corresponds to the realization of the inner
reasoning system knowledge management cycle according to Probst et al.
Through the Experience Factory, a case based reasoning But also the design, evaluation and maintenance of a
system can be given a organizational framework CBR-system are important topics that need to be covered
[ABT97]. With this framework, it is possible to by an overall approach. Here, we see the EF-manager and
compensate the organizational deficits of the CBR the experience engineer responsible for the development
approach and assign responsibilities within the CBR- of the system, i.e. of the domain model, the structure, the
learning cycle: similarity measures and its technical implementation.
First of all, the EF-supporting agents, together with the In figure 5 we assigned for each of the EF roles the
project-teams, are responsible for collecting cases that are different CBR-phases and added the missing building
candidates for being saved into the experience-base. They blocks. This combined framework of experience factory
give these to the experience engineer for further and case based reasoning now covers all necessary steps
documentation. On the other side, they are responsible for of a major knowledge management framework, making it
supporting the project teams by formulating queries to the to a concretization of the introduced KM-building blocks.
experience base and for retrieving old cases. They build
the interface between the project teams and the EF
organization.
Outer KM Cycle
Inner KM Cycle
CBR-System
Run-time
CBR System Knowledge Knowledge
Retrieve Reuse Revise Retain Desgin Goals Valuation
EF EF Support Agent
Organization Experience Engineer
EF Manager
Exp-base /OM
Management
Project Organization
Figure 5: The experience factory roles and case based reasoning for the realization of knowledge management
(grey = important role, black = less important role).
The experience engineer is responsible for the final 6 Representation of KDD experience in a
structure and form of the cases. He is a safeguard that the case based reasoning system
quality of the cases are adequate. Further he has to
evaluate and perform maintenance operations on the In a case based reasoning system, knowledge is saved in
experience base and its cases. If necessary, he alters the so called Knowledge Containers, which are case-base,
similarity measures for improved retrieval performance or structure/vocabulary, similarity measures and transaction
changes the case-structure. On the other hand, the EF- knowledge [RIC98].
management, together with the rest of the EF-team, sets
K. Bartlmae, M. Riemenschneider 2-5
The development of a CBR system starts with the which is in the sense of CBR.
structural description of the application domain. This
includes the kind of cases one wants to describe, their We further used keywords to describe the packages
structure and the definition of their attributes. Further, a textual components. The keyword concept allows the
similarity measure has to be defined for retrieval from the introduction of additional context description and assists
experience base. As a last step, knowledge on how to the user to identify useful packages.
transform an old solution to the current situation can be Rather than relying on the experience engineer to find
included through transaction rules, but in our case the good keywords, we combine our structural CBR approach
transaction has to be performed by the user of the system with a textual CBR technique (tCBR) for the
without technological help. The whole structural representation of the knowledge of the textual parts (See
description of a domain is called domain model and is also [BL00]). Here we rely on the structured form of the
based on the following primitives [WES96]: cases and use the textual components to extract
Information Entities (IEs) about the packages. The
§ Attribute and types, describe features of a
knowledge for identifying the IEs of the packages is given
domain (i.e. Text, Reals, Integer)
by a set of term indices, thesauri, a product/name-index
§ Concepts, objects, describe concrete entities of and a term-generalization-index. The content of the
the domain dictionaries is collected by our domain experts or
§ Relations describe the relationship between automatically by parsing KDD related documents. For
objects retrieving cases, we distinguish the attribute part, where
§ Rules, describe rule-based relations between we can make use of the structured domain model's
objects predefined attributes and their possible values, and the
textual part, which makes use of domain-dependent and
common knowledge stored in the index-vocabulary,
Based on the structural description of the domain, a thesauri and term-generalizations. For the textual parts, a
similarity measure is defined in order to retrieve similar query to the experience base should give results similar to
cases from the case base. For each attribute of a given a package, that contains similar expressions in the form of
case and a given query, a similarity can then be calculated, the IEs. The resulting overall similarity is then calculated
which are aggregated to an overall similarity score as a weighted sum of the similarities of all attributes.
between a case and a query. The most similar cases can Before the experience base can be queried, the packages'
then be presented to the user of the system. Using as IEs have to be pre-calculated. This is done in an off-line
similarity measure makes it possible to find not only process.
completely fitting packages, but also "near-matches",
CBR-Works CBR-Works
Case Navigator
Intranet
CBR-Works
CQL-Server
Similarity Case
http CBR- Measures Base
Online
CQL-Query CQL-Results IE-Generation
IE-Generation
(PERL)
(PERL)
WWW-Client
WWW-Client http Servlet Fileaccess HTML-
HTML-
(z.B.
(z.B. Netscape)
Netscape) Java Virtual Machine
Template
Template
http Fileaccess
Webserver
Webserver Artefacts
Figure 6: Architecture of Core-DM..
K. Bartlmae, M. Riemenschneider 2-6
7 Technical View: Realization of a CBR the factory (Table 1). We use an object-oriented package-
based Experience Factory in the case of model including generalizations so that common attributes
are shared by different package types. In the next section
Knowledge Discovery in Databases we will introduce three of the nine package types in more
detail. These package types represent the different classes
of packages used in the experience base, from very
structured information packages (i.e. artifacts), to semi-
At DaimlerChrysler, KDD is applied from different KDD- structured packages using large textual component (i.e.
teams in projects from Credit-Scoring to Customer lessons learned) in order to represent the knowledge. So
Relationship Management. We see KDD as a knowledge- far we collected over 350 packages by evaluating different
intensive and weak-structured process, where the agents KDD-projects and our KDD-documents like guidelines
have to choose on each step from a variety of options and handbooks.
based on their background-knowledge with KDD. Further
we observed, that because of the repetitive application of 7.1 Lessons Learned-Packages
a standard-process model in KDD, CRISP-DM1,
experience can be used in successive projects. This makes Experience Packages of this type describe solutions
organizational team support an important topic in the case experienced in a concrete setting of a project (See figure
of KDD. Systematic knowledge creation, capture, 7). The packages are structured in a part for classification,
organization and use provides a way to support the KDD- a main part of a solution-description, and a part giving
process model CRISP-DM. We therefore identified types reasons for this solution (See also [HOU99]). For a first
of knowledge that can improve KDD-processes and ways classification of the package, attributes describing a
on how experience can be integrated using a CBR-based project3 and the KDD-step, where it occurred, are used.
experience factory for KDD, Core-DM. Especially of interest is the step in CRISP-DM, where the
package has been used or has been created. This is being
On the organizational side, we implemented the proposed modelled by a taxonomy of all possible process phases
CBR based experience factory approach with its and steps and indicates in new projects, where they can be
processes. The technical architecture of the Core-DM reused.
system can be seen in Figure 6 and is based on the A further context specification is saved additionally to
commercial tool CBR-Works from TecInno. We each package. The KDD- and application-context
implemented an intranet-interface using java-servlet description attributes help to characterize the context of
technology, which communicates with the CBR-Works- the packages. These features include information about
Server using the CQL-case query language. Further, the the overall goal of the KDD-Project (i.e. Prediction or
EF-teams use the CBR-Works Case-Navigator to author Description of data), the KDD-problemtype (i.e.
the experience base. Since the user can access different Regression, classification or segmentation of data), and
artifacts like KDD-reports, presentations or streams of our information about the application context. In this case, we
Clementine Stream Library2, we further installed a simple applied KDD in the area of marketing and credit-risk-
web-server. management and specify the concrete application within a
taxonomy of these areas. This context also includes
We derived nine types of experience packages to be features about the objects being described by the data (i.e.
stored in the experience-base and disseminated through private customer information or small commercial
Experience Package Type Contains Experience about
Documents Documentation, code, reports required by CRISP-DM
Process Process-model steps definitions used in a project
Data Attributes and data-transformation used in former KDD-projects
Product Product-description of KDD-tools
Solutions, Lessons Learned: KDD, Management Problem/solution pairs, success-factors, mistakes, best practices
Experts Persons involved in KDD projects and skill-database
Methods, Techniques KDD-methods and technique description i.e. neural nets
Project Project-characterization, KDD-problem type, goals, persons involved
Formula Error measures, quality measures
Table 1: The experience package types used in the KDD-experience factory
2
Clementine is a KDD Tool by SPSS Inc. used by
FT3/AD. Clementine programs are called streams.
1
Cross Industry Process for Data Mining, see www.crisp- 3
Projects are described by its own package type not
dm.org further described here.
K. Bartlmae, M. Riemenschneider 2-7
Domain model part Description Attributes
Context This part of the package describes the Application(Taxonomy of Domains)
Applied Methods context, in which a problem occurred. This Data Mining Problem Type(Set)
Involved Object includes the selection of predefined Keywords (String)
dimensions, i.e. KDD-processes task, the Objects involved in Experience (Set)
KDD-problem type, the used tools, the level Problem class(Set)
of specialization, the methods applied, the Project characerization( Subconcept
specific domain etc. Further, keywords from with context-attributes,: Team size,
the keyword-list help to identify the Duration, Region, Tools used, Data sets
concrete problem. Here tools, methods and used)
objects are described which were applied KDD-Goals(Set)
or involved during the step. They are Data Mining step in CRISP-DM
mostly predefined through the domain (Taxonomy)
model. Lessons learned type(Set)
Abstract Here tools, methods and objects are described which String
were applied or involved during the step. They are
mostly predefined through the domain model.
Problem/Topic In this section of an experience package describes the String
problem/topic that had to be solved during the
execution of a KDD-step.
Solution Here a case/solution or experience description is String
presented, that can give help in the given context.
Further, a justification or rationale, why it has been
chosen, can be described.
Rationale If it is possible, it describes reasons that made it String
necessary to perform this step.
Outcome In this section, the outcome and result of applying the String
solution to the problem is described. Further, it is
assessed, if the solution is a success for this problem.
Note, that also negative outcomes add to the
knowledge about a problem.
References Since experience packages are only compact String
documents, links to other information sources or
persons can be given.
Admin Here administrative information for experience Author (Reference to Person Experience
controlling is being given, i.e. number of accesses and Package),
ratings. Comment (String)
Controlling Concept (3 Attributes)
Knowledge view concept (Review
form(Set)
Specialization of Experience(Set)
Lifecycle of experience)
Figure 7: Structure of the Lessons Learned packages.
customers) and the regional setting of the application.
The content of the packages is further specified by two
attributes. A set of involved objects (i.e. Person, Time,
Data or Product) and the class of problem (taken from the
areas of management, technical problems, KDD-related
problems) help to differentiate the cases. On a knowledge-
perspective, three features represent the origin of the
package in respect to KDD and its processes (General
about KDD, from a KDD project, review of a project), the
specialization of the experience (General, special and
cookbook), the lifecycle (theory, observation and practice)
and the view onto the experience( i.e. Application
Developer, Business Analyst, KDD Engineer or End
User).
An important characterization is the type of the case, here
we distinguish experience between Best Practice, How Figure 8: Query for the Lessons Learned Packages of
To, Mistake/Critique and Success Factors. Core-DM. The structural CBR approach allows for the
specification of attribute values, the textual approach
The experience is described in the main part of the allows for keyword-search of the packages textual
packages. This is being done in the two text fields, named components.
topic/problem and solution. So the case information has to
be processed in order to fit into these fields. Further, if it
is possible, the rationale for applying the solution and the
outcome after application can be collected in two further
text-fields. The introduced information entities (IEs) are
calculated over these four fields in order to use textual 7.2 Artifact-Packages
CBR techniques. Figure 8 and 9 show, how the experience
base can be queried within our departments intranet. In these packages artifacts of different KDD-processes
and projects are collected for reuse. These artifacts can be
K. Bartlmae, M. Riemenschneider 2-8
of different types, i.e. presentations, reports of projects or complement each other on the technical and
code-fragments. The user of the system can, therefore, organizational level for our needs. We then introduced our
specify the type of artifact he wants to retrieve. This realization of the approach in the domain of knowledge
information is represented by an artifact-type in the discovery in databases. We described our solution for the
experience base. Further, the KDD- and application- experience base, called Core-DM, which is based on a
context specification is saved as before in addition to each combination of structural and textual CBR techniques.
artifact-package, and last but not least the CRISP-DM
process step. In the next steps we plan to evaluate the system Core-DM.
We will derive quantitative and qualitative measures in
The artifacts are further described by a short abstract, a order to value aspects like quality of the experience-base,
detailed description and the project it has been created in. economic utility, usability and technical performance.
The content of the artifact is characterized by an attribute These can then be aggregated to measure the overall
using a taxonomy of content-types. Here one distinguishes success of our knowledge management initiative. A
broadly between the result of the KDD-projects like further topic of interest is tightly coupled to this
deliverables, reports, process supporting documentation evaluation step. So the maintenance-step of the
(user-guides or reference-models) for a certain application experience-base and its packages has to be investigated.
area. Last but not least, a reference to the concrete artifact
is used, so that it can be downloaded from our web-server. References
[ABT97] Althoff, K.-D./ Birk, A./ Tautz, C.: The
7.3 Person-Packages Experience Factory Approach: Realizing Learning
from Experience in Software Development
With this concept the information and especially skills of Organizations. Proceedings of the Tenth German
persons involved in our KDD-projects can be described. Workshop on Machine Learning, University of
The description can be separated into two parts. First, Karlsruhe, 6-8- August, 1997. IESE-Report No.
information about the person is being saved as in any 013.97/E. 1997.
person-register, from names to addresses and phone http://www.iese.fhg.de/pdf_files/iese-013_97.pdf
numbers.
[ANT98] Althoff, K.-D./ Nick, M./ Tautz, C.: CBR-PEB:
In the second part, the skills and roles of a person are Implementing Reuse Concepts of the Experience
described, making it possible to find persons according to Factory for the Transfer of CBR System Know-How.
their knowledge and expertise and who are willing to Preceeding of the 7th Workshop on Case-Based
Reasoning. IESE-Report No. 058.98/E. 1998.
share these with others. Rather than using free-text fields
http://www.iese.fhg.de/pdf_files/iese-058_98.pdf
to describe these, the packages domain model gives
predefined attributes in order to characterize the person. [AP94] Aamodt, A/ Plaza, E.: Case-based reasoning:
Here the package distinguishes between the KDD- Foundational issues, methodological variations, and
application (i.e. credit scoring for new customers) a system approaches. AI-Communications, 7(1), 39-59,
person is involved in, its regional setting, the KDD- 1994
methods and techniques (i.e. regression techniques) he is
expert in. Of further interest in the context of KDD are [BT98] Birk, A./ Tautz, C.:Knowledge Management of
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