=Paper= {{Paper |id=Vol-453/paper-7 |storemode=property |title=Goal-Based Self-Contextualization |pdfUrl=https://ceur-ws.org/Vol-453/paper07.pdf |volume=Vol-453 |dblpUrl=https://dblp.org/rec/conf/caise/AliDG09a }} ==Goal-Based Self-Contextualization== https://ceur-ws.org/Vol-453/paper07.pdf
                 Goal-Based Self-Contextualization

                     Raian Ali, Fabiano Dalpiaz and Paolo Giorgini

                    University of Trento - DISI, 38100, Povo, Trento, Italy
                   {raian.ali, fabiano.dalpiaz, paolo.giorgini}@disi.unitn.it


       Abstract. System self-contextualizability is the system ability to autonomously
       adapt its behavior to the uncontrollable relevant context to keep its objectives
       satisfied. Self-contextualizable system must have alternative behaviors each fit-
       ting to a set of contexts. We propose to start considering context at the level of
       requirements engineering, adopting Tropos goal model to express requirements
       and complementing it with our proposed context analysis. We define variation
       points on goal model where a context-based decision might need to be taken, and
       propose constructs to analyze context. While goal analysis provides constructs to
       hierarchically analyze goals and discover alternative sets of tasks to be executed
       to satisfy a goal, our proposed context analysis provides constructs to hierarchi-
       cally analyze context and discover alternative sets of facts to be monitored to
       verify a context.

1 Introduction
Self-contextualizable software is able to monitor context and to autonomously adapt to
it in order to keep its design objectives satisfied. This mainly means that the developed
software has a space of alternative behaviors each fitting to a specific context. Conse-
quently, and to allow for a systematic behavior adaptation to context, we need to specify
the relation between each behavior and the context where such behavior is adoptable.
     Context modeling, (e.g. [1]), concerns finding modeling constructs to represent con-
text, but there is still a gap between the context models and the software behavior mod-
els, i.e. the relation between context and its use is missed. We need to reduce such gap
and to allow for answering questions like: “how do we decide the relevant context?”,
“why do we need context?” and “how does context influence software and user behavior
adaptation?”. Salifu et al. [2] investigate the use of problem descriptions to represent
and analyze variability in context-aware software; the work recognizes the link between
requirements and context as a basic step to design context aware systems.
     Goal analysis (i* [3], Tropos [4], and KAOS [5]), provides a way of analyzing
high level goals to discover and represent alternative sets of tasks that can be executed
to achieve such goals. Goal model is used to represent the rationale of both humans
and software systems, and is a mainstream technique for requirements engineering and
helps for representing software design alternatives. These features are important for
self-contextualizable software that must have alternatives and a rationale that reflects
users and software adaptation to context in order to adopt a useful execution course [6].
From a goal perspective, a self-contextualiazable software is assigned a set of goals and
has to keep them satisfied in a way tailored to the context. However, there is still a gap
between goal analysis that discovers the space of alternatives to reach a goal, and the
context where each alternative is adoptable.

Proceedings of CAiSE Forum 2009                                                             37
2       Raian Ali, Fabiano Dalpiaz and Paolo Giorgini

    Customizing goal models to fit to user skills and preferences was studied in [7, 8].
The selection between goal satisfaction alternatives is based on one dimension of con-
text, i.e. user skills, related to the executable tasks of the goal hierarchy, and on user
preferences which are expressed over softgoals. Lapouchnian et al. [9] propose tech-
niques to design autonomic software based on an extended goal modeling framework,
but the relation with the context is not focused on. Liaskos et al [10], study the variabil-
ity modeling under the requirements engineering perspective and propose a classifica-
tion of the intentional variability when Or-decomposing a goal. Differently, we focus on
context variability, i.e. the unintentional variability, which influences the applicability
and appropriateness of each goal satisfaction alternative.
    In this paper, we extend our previous goal modeling framework [11–13] to support
the self-contextualizability at the goal level. We use goal analysis in conjunction with
our proposed context analysis to build self-contextualizable goal models. We provide
constructs to hierarchically analyze context at the variation points of Tropos goal model.
The proposed hierarchial context analysis will help us to identify the data the system has
to monitor to verify each context, i.e. it helps to identify the monitoring requirements.
In what follows, we describe our vision and proposed framework.

2 Self-Contextualizable Goal Model

Self-contextualization, from a goal oriented perspective, is the autonomous selection
between goal satisfaction alternatives to fit to the variable context. The basic idea is to
keep the goals satisfied in different contexts through an adaptable course of execution.
Here we give four principles for self-contextualizability from a goal perspective:
Context effects: context influences the set of satisfiable goals, the need to satisfy each
goal, the possible goal satisfaction alternatives, and the quality of each alternative.
Context is not adaptable: context does not adapt to users and software; rather, users
and software have to adapt to context to satisfy, and/or to better satisfy, their goals.
Users contextualizability comes first: defining software self-contextualizability has to
be based on how its users behave in different contexts. We need to analyze users goals
to discover a space of satisfaction alternatives, and to analyze how context influences
users in deciding and choosing among different alternatives for satisfying their goals.
Self-contextulaizable software has to reflect users adaptation to the context first, and
then adapt itself to context.
Contextualization times: software contextualization can be done while deploying the
software, that supports different alternatives, in a certain environment to adapt it to
some contextual characteristics that never change, i.e. some alternatives are not usable
and redundant in that environment. Other variable characteristics necessitate keeping
different alternatives and adopting one of them at runtime based on which context is
valid. In both cases, the systematic contextualization needs specifying the relation be-
tween goal alternatives and context.
    Fig. 1 represents a partial goal model for a promotion information system that will
interact with customers and sales staff, through their PDAs, for promoting products
with a number of alternatives. To make it self-contextualizable, we need to explicitly
represent the relation between these alternatives and context. Contexts can be related to
the following variation points of Tropos goal model:

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                                                                                            Goal-Based Self-Contextualization        3

                                               promote product to
     Custom                                     customer in mall                                                    Sales
      er IS                                                                                                        Staff IS
                                                         or
                     by cross-selling
                   product to customer
                                                                              by distributing free sample
                                              by offering discount on           of product to customer
           persuade and inform                 product to customer
          customer about product
                                                                                          or
                     and                        accomplish discount
                                                 offer on product to                               deliver a sample of
      show demo for                                                                              product to customer by
    product to persuade show product place
                           to customer
                                                      customer          customer gets product
                                                                                                        sales staff
         customer                                                         free sample from a
                                                       and                dedicated machine
                                      generate & show          generate and give
                                   product discount details product discount code to
                                        to customer                customer




                                   Fig. 1. A partial goal model of the promotion scenario



 1. Or-decomposition: Or-decomposition is the basic variability construct, we still need
    to specify in which context each alterative in an Or-decomposition can be adopted.
 2. Actors dependency: in some contexts, an actor might attain a goal / get a task exe-
    cuted by delegating it to another actor.
 3. Goal activation: an actor, and depending on the context, might find necessary or
    possible triggering (or stopping) the desire of satisfying a goal.
 4. And-decomposition: a sub-goal / sub-task might (or might not) be needed in a cer-
    tain context, that is, some sub-goals / sub-tasks are not always mandatory to fulfil
    the top-level goal / task in an And-decomposition.
 5. Means-end: goals can be ultimately satisfied by means of specific executable pro-
    cesses (tasks). The adoptability of each task might depend on the context.
 6. Contribution to soft-goals: the contributions to the softgoals can vary from one
    context to another. We need to specify the relation between the context and the
    value of the contribution.

    We need to analyze context to discover, represent, and to agree on how it can be
verified. Differently from the research in context modeling (see the survey [14]), we do
not provide an otology or a modeling language for representing context, but modeling
constructs to hierarchically analyze context. We specify context by a high level state-
ment and start to refine it to get by the end alternative sets of facts that are definable on
monitorable data. The truth value of facts is bottom-up propagated to define the truth
value of the high level statement (see Fig. 2). We also need to keep track of the elements
of environment the different goals, tasks, statements and facts are concerned with. To
do this, we propose to parameterize goals, tasks, statements, and facts. Parametriza-
tion is necessary to decide and make it explicit the domain of discourse of goals, tasks,
statements, and facts, i.e. the elements of the environment under discussion.
    To better explain the approach, let us consider the Or-alternative “ Promote by cross-
selling the product to customer” which concerns the elements: product, and customer.
The parameterized goal is “Promote by cross-selling the product [p] to customer [c]”.
A simplified analysis of the context where this alternative is adoptable is shown in
Fig. 2.a. Moreover, by analyzing the elicited facts, the analyst can extract the conceptual
data model the monitoring system has to instantiate to make facts validation possible.
The analysis of the last context facts leads to the conceptual data model of Fig. 2.b.

Proceedings of CAiSE Forum 2009                                                                                                 39
4                Raian Ali, Fabiano Dalpiaz and Paolo Giorgini

    A                                                                                          Legend          B
                             product to promote [p] in mall [m] can
                            give more value to a related product [rp]                                                                        Bought
                                 that customer [c] already has
                                                                                                                    Custom er               +at_Time
                                                  and
        [c] does not already       [p] has a common use                                          Statement
              have [p]                    with [rp]                 [c] already has [rp]
                                                                                                                                           complement
                                                                                                                   is_using
           [c] did not          [p]compleme             [p] and [rp]          [c] got [rp]        Fact
          get [p] from              nts [rp]            usually sold           from [m]
          [m] recently           functionality           together              recently                                       contain   Product
                                                                                                                      Cart
                  and                                                           and            Decomposition
         [c] did not              [p] is not in               [c] bought         [rp] in the
        buy [p] from               cart of [c]              [rp] from [m]        cart of [c]
        [m] recently                                           recently                           Help



                         Fig. 2. Statement analysis (a). Correspondent data conceptual model (b).




    We provide a set of modeling constructs to analyze high-level context statements
and to elicit the monitorable facts that are used to assign truth values to statements.
Context, the reification of the environment that surrounds the system and influences it,
can be monitored but not controlled by the system itself [15]. Under this assumption,
systems cannot change the context but should adapt to it for satisfying users objectives.

Definition 1 (Fact) a boolean predicate specifying a current or a previous context,
whose truth value can be computed objectively.

The objective method to compute a fact truth value requires monitoring some charac-
teristics and history of a set of relevant environment elements.

Definition 2 (Statement) a boolean predicate specifying a current or a previous con-
text, whose truth value can not be computed objectively.

Statement verification could not be objectively done because the system is not able to
monitor and get all the data needed to compute the truth value of a statement, or because
there could be no consensus about the way of knowing the truth value of a statement.
Anyhow, to handle such problem we adopt a relaxed confirmation relation between
facts, which are objectively computable by definition, and statements, in order to assign
truth values to statements. We call this relation “help” and define it as following:

Definition 3 (Help) Let f be a fact, s be a statement. help(f, s) ⇐⇒ f → s

The relation help is strongly subjective, since different stakeholders could define dif-
ferent help relations for the same statement.

Definition 4 (And-decomposition) Let {s, s1 , . . . , sn }, n ≥ 2 be statements (facts).
and decomposed(s, {s1 , . . . , sn }) ⇐⇒ s1 ∧ . . . ∧ sn → s

Definition 5 (Or-decomposition) Let {s, s1 , . . . , sn }, n ≥ 2 be statements (facts).
or decomposed(s, {s1 , . . . , sn }) ⇐⇒ ∀i ∈ {1, . . . , n}, si → s

Here we give some examples to illustrate the previous concepts:

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                                                 Goal-Based Self-Contextualization          5

 – “two products, [p1] and [p2], are usually sold together” is a fact the system can
   verify through checking the sales record of all customers and check if the two prod-
   ucts are often sold together.
 – “customer [c] is interested in the product [p]” is a statement since the system
   can not objectively compute its truth value. This statement can be Or-decomposed
   into “customer [c] is behaviorally interested in product [p]” and “customer [c]
   is historically interested in product [p]” substatements. The system can get some
   evidence of the first substatement through the help of the fact “[c] holds [p] for
   long time”, or the fact “[c] comes to [p] area so often”. The second substatement
   can be verified through the fact “[c] buys periodically [p]” or the fact “[c] buys
   usually of [p] category”.
 – “customer [c] does not have the product [p]” is a statement that can be verified
   through the fact “[c] did not get [p] recently from the mall [m]”, that is And-
   decomposed into “[c] did not buy [p] recently from [m]” and ”[c] does not have
   [p] in his/her shopping cart”. However both facts do not ensure that the customer
   does not have the product (e.g., the system cannot verify if the customer was given
   the product as a gift, or bough it from another mall).

    Our proposed hierarchical context analysis has the potential to make a context (i)
more understandable for the stakeholders, (ii) easily modifiable as it is not given as one
monolithic block, and (iii) more reusable as parts of the statement analysis hierarchy
can be also used for other variation points or other stakeholders context specifications.
Moreover, the analysis justifies why the monitoring system has to capture environmental
data, as such data are needed to verify facts that in turn confirm or disapprove statements
that are needed to make a decision at the variation points of the goal model. Specifying
for each fact the related fragments of the data conceptual model is useful for purpose of
tracking. For example, if for some reason, a group of stakeholders decided to drop, to
alter, or to reuse one alternative, statement, or fact, we still can track which fragments
in the conceptual data model could be influenced.

3 Conclusions and Future Work

In this paper, we have introduced a goal-oriented framework for self-contextualizable
systems. We have discussed the self-contextualizability from goal-based perspective.
We have proposed the association between goal satisfaction alternatives and context.
In turn, context is defined through statement analysis that elicits the alternative sets of
facts the system has to validate on monitorable data so to confirm the high level state-
ments. As future work, we will define models covering all development phases of self-
contextualizable software and a process to facilitate the development of high quality
self-contextualizable software. We also want to extend the formalization and reasoning
mechanisms we proposed in [11, 12] to fit to the modeling framework introduced in this
paper. We will work on complex case studies in order to better validate our approach.
Finally, statements and facts suffer of interaction problems; therefore, supporting tools
and reasoning techniques should be proposed to support the design and verification of
models.

Proceedings of CAiSE Forum 2009                                                        41
6        Raian Ali, Fabiano Dalpiaz and Paolo Giorgini

Acknowledgement
This work has been partially funded by EU Commission, through the SERENITY, and
COMPAS projects, and by the PRIN program of MIUR under the MEnSA project. We
would also like to thank Prof. Jaelson Brelaz de Castro for the valuable discussion we
had about this work.


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