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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>E cient Reachability Management with a Semantic User Pro le Framework</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Johann Stan</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Elod Egyed-Zsigmond</string-name>
          <email>elod.egyed-zsigmond@insa-lyon.fr</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Pierre Maret</string-name>
          <email>pierre.maret@univ-st-etienne.fr</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Johann Daigremont</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Alcatel-Lucent Bell Labs France, Centre de Villarceaux</institution>
          ,
          <addr-line>Route de Villejust, 91620 Nozay</addr-line>
          ,
          <country>France johann.stan</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Laboratoire Hubert-Curien UMR CNRS 5516, Universit Jean-Monnet</institution>
          ,
          <addr-line>18 Rue du Professeur Benoit Lauras 42000 Saint-Etienne</addr-line>
          ,
          <country country="FR">France</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Liris UMR CNRS 5205, Universite de Lyon</institution>
          ,
          <addr-line>20 avenue Albert Einstein, 69621 Villeurbanne</addr-line>
          ,
          <country country="FR">France</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>The possession of mobile devices eased a lot our communication habits: contacting somebody in almost any situation is becoming more and more easier. However, this implies the fact that unexpected interruptions can occur that may cause discomfort to the user. A typical example is the case when an important meeting is interrupted by an unexpected phone call, which is not important to consider in the given context. The need for an e cient control of unexpected incoming communications is immediate. This paper proposes the e cient handling of interruptions by providing a new reachability preference model that considers two dimensions for a reachability preference: (i) the currenet situation of the user and (ii) the social category of the communication partner. We propose a mechanism to build user preferences that specify the level of interruptibility during an activity, situation or event. The proposed system leverages semantic technologies for modeling the user and data mining techniques for populating the user model.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Today, as smart phones become a daily companion for most people, user
modeling must address several new challenges. In our point of view, one of them is
the issue of how to provide meaningful assistance to end-users in
communication needs. One domain is the reachability of the user in a given situation. We
de ne reachability as the preference of the end-user to be interruptible (by a
given service, like a phone call, sms, IM, noti cation) at a given time or time
interval. This choice for the de nition is mainly based on [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], which claims that
users actually discriminate situations (in terms of caller, time, activity, situation
etc.) when they have to make decisions about accepting an interruption. Also,
an interesting approach of handling interruption is proposed by Schmidt et al.
[
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. In this approach, users of a mobile phone can share their context with the
caller with the help of prede ned keywords (Home, Meeting, Work etc.). The
user has now the choice - knowing the context of the communication partner
to establish a connection, to leave a message, or to cancel the call. Hofte also
studies the context information users are willing to share with a person about
their current situation in the case of an incoming phone call [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ] uses
unsupervised learning, speci cally co-clustering, to derive latent situation-based
patterns from usage logs of user interactions with the device and environments
and use the patterns for task and communication mode recommendations.
      </p>
      <p>
        From the user's point of view, assistance in reachability is an e cient ltering
of interruptions to his current state of mind or activity. As pointed out in [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ],
interruptions are found mostly intrusive and have negative e ects on the mental
state of the individual. Few solutions have been proposed for reachability
management. The Negotiator system [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] attempts to make interruption handling less
cognitively demanding. The system allows the receiver of an incoming call to
negotiate with the sender an appropriate time for the interaction, but does not
prevent them from occurring. Traditional IM services (Yahoo Messenger, Google
Talk, MSN) allow users to explicitly de ne their availability as a status message:
\available", \busy", \on the phone". Another approach is to gather information
about the user with sensors (keyboard or mouse activity or environmental data)
and thus automatically infer availability. The major problem in existing solutions
is that reachability preferences cannot be su ciently personalized and that there
is no automatic control mechanism. In our view, reachability preferences depend
mainly on 3 major parameters: the current situation of the user, the social
network category of the person behind an attempt to interrupt the user and the
device used. These dimensions of a reachability preference were also highlighted
by [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. These 3 parameters allow to specify rich rules like the following: \When
(Situation = Meeting ) and (SocialNetworkCategory = Friends ) and (Device =
Phone) then Block". This means that friends will not be able to call the user
when he/she is in a meeting. However, the preference could be di erent for an
important family member.
      </p>
      <p>
        For interoperability purposes, our user model is based on semantic
technologies (OWL as description schema, SPARQL query language for information
retrieval). This choice is based on current research initiative to leverage semantic
technologies for a richer user pro le representation. Several user pro le models,
like GUMO (General User Model Ontology) [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] or UPOS (User-Pro le Ontology
with Situation-Dependent Preferences Support) [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] are highly relevant to this
initiative. We propose in this paper a user pro le model design that contains
reachability preferences based on the 3 parameters described before. Our user
model framework is composed of an ontological front-end for the general
problem domain and a back-end that uses data mining and learning techniques to
assist the user in the de nition of reachability preferences.
      </p>
      <p>The rest of this paper is organized as follows. Section 2 presents the ontology
for the user pro le model. Section 3 presents an upper-view of the framework.
Future enhancements of the system and conclusions are presented in Section 3.</p>
    </sec>
    <sec id="sec-2">
      <title>The User Pro le Ontology</title>
      <p>The objective of this user model is to allow end-users to have personalizable
preferences in terms of reachability that are automatically activated. Preferences are
personalized according to three dimensions: the current situation of the user ,
the service (phone, IM, SMS, Mail) and the social network category (friend,
family, professional etc.) of the person who is behind the incoming interaction.
We divide the user model into submodels (Figure 1) (Concept:
SituationalProleSubset ). A submodel contains user preferences that are activated when that
speci c situation occurs (Concept: Situation). A situation is described by several
contextual information (Concept: Context ), composed of the Physical Context of
the user (Location, Environment etc.) and the context relative to the user itself
(Activity, Agenda, Tasks etc.). Each submodel contains the reachability
preferences for the given situation. A preference concerns a Service (Phone, SMS, IM
etc.) and a Social Network Category (Friend, Family, Professional etc.) and
contains the noti cation modality for the Service in case it is activated by a contact
belonging to that category. An important aspect of this model is the
categorization of the address book into categories (SocialNetworkCategory). This needs a
manual intervention of the user but the bene ts are considerable.</p>
      <p>To illustrate the model, we consider an instance with two sub-pro les :
(Home Pro le and O ce Pro le). Each sub-pro le is activated when the given
situation occurs (e.g. the user is at home or at work). The Home Pro le is
associated to the At Home situation, which has the following context: the location of
the user is Massy (a French town near Paris) - inferred from the Cell Tower
Identi er from the mobile phone- , it is evening (Time), the user is with his son
(Bluetooth peer detection) and the user is preparing to watch a movie(Agenda). Here
each value is an instance of a context concept (Location, Time, Environment,
Agenda). In this pro le, the user has two preferences, the Home Preference,
which de nes that when friends (Carla) and family members call, the phone will
ring. The other preference is the O ce Preference, which consists in the fact,
that if an o ce colleague tries to call, he/she will receive a message: "I am
currently available on E-Mail.". The second sub-pro le is the O ce Pro le with 2
preferences. A Work Preference states that when the manager calls, the phone
will ring. The Family Preference states the same thing about important family
members. However, the Friend Preference states that if a friend calls (Carla),
the phone will only vibrate.
3</p>
    </sec>
    <sec id="sec-3">
      <title>The Reachability Framework</title>
      <p>The reachability framework contains tools for both lling the user pro le with
information from di erent data sources and for retrieving this information. These
tools are separated in a front-end (information retrieval) and a back-end
(prole lling, data sources). Both components will be described in the following
paragraphs.</p>
      <p>The front-end contains SPARQL query templates that are instantiated to
retrieve the noti cation modality from the user model. Such a query template
contains three parameters in input: the situation, the service and the category
of the incoming caller and the result is the noti cation modality for the service.
SPARQL was the optimal choice for this, since the user model has an OWL
representation.</p>
      <p>The back-end of the framework contains the necessary mechanism for the
automatic pro le construction and evolution. Our choice was for a exible user
model in terms of preferences. An argument for this is the fact that neither
situations (the location for the Home situation can change), nor social network
categories are stable (a friend can become a family member, professional
relationships can change etc.). The framework uses a technique that combines data
mining and machine learning in order to learn and update context of the di
erent situations of the user. The context of a situation is the primary source to
trigger a preference, since is contains machine-interpretable raw-data (a location
coordinate, a Bluetooth address). It is important to stress out that this
algorithm is only able to nd general or regular situations of the user (habits), like
Home, Work, Shopping. Another data source is used to handle social events, that
occur occasionally, like going to the cinema on Friday night. A situation has a
rich contextual description. In the current state of the framework, we are able to
capture phone cellule identi ers for location and the list of available Bluetooth
peers, that give information about the social environment of the user (single or
in an open space): Context Snapshot = fTime of the snapshot, list GSM Cell
ID, list Bluetooth Peersg.</p>
      <p>
        In the back-end of the framework, we use a multi-layered algorithm that
extracts habits of the user to learn situations and populates the ontology
frontend with the learned situations. Situations are strongly related to user habits. A
habit is a frequent pattern or item in the user's context or activity. A frequent
pattern is an association of multiple context dimensions that frequently occur
together. The signature of a situation is a list of context dimension instances,
that indicates in which context the situation occurs for the user. In this way, if
we log the user context, nding situations in the context log is a problem similar
to nding frequent patterns in any kind of data log and can be solved with
data mining techniques [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. Our choice was to adapt association rule mining
[
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. In our context model, generally one Cell ID co-occurs with one or more
Bluetooth peer. A frequent pattern is for example the co-occurrence of 40737 (a
Cell ID where Bell Labs France is situated) with ROLyyx0021 (Bluetooth peer
ID- smart phone of a colleague at work). When these two context instances are
present together frequently, it can be inferred that the user is at work: fCellID:
40737, Bluetooth: ROLyyx0021g : Situation: At Work. The feature extraction
algorithm uses two parameters, the support and the con dence of an itemset to
nd frequent patterns. Support is an indicator of whether the item is frequent
or not. First the algorithm retrieves all items from the context database where
the support measure is superior to a minimal threshold (MinSupp):
F requentItems = f[ Item; Supp(Item)
      </p>
      <sec id="sec-3-1">
        <title>M inSuppg</title>
        <p>(1)
The second step in this layer is to combine elements from FrequentItems and
generate association rules. An association rule of two or more frequent items
creates rules with high con dence (superior to a MinConf threshold) in that
if the LHS (left-hand-side) is present in a context snapshot, the RHS
(righthand-side) will also be present. Con dence can be interpreted as an estimate of
the conditional probability of RHS, knowing the probability of LHS, that is the
probability of nding the RHS of the rule in transactions under the condition
that these transactions also contain the LHS.</p>
        <p>F requentRules = f[(A ) B);</p>
      </sec>
      <sec id="sec-3-2">
        <title>Supp(A S B)</title>
        <p>Supp(B)</p>
      </sec>
      <sec id="sec-3-3">
        <title>M inConf g</title>
        <p>(2)
The result of the rst layer is a set of associations between context dimensions
in form of rules. These rules encode the signature of a situation candidate with
two measures, the support and the con dence. The second layer is responsible of
classifying these rules. The classi cation Layer allows merging similar situations
and erasing those that did not occur for a long time. This layer allows the
method to be incremental (the database can be erased after extraction, which is
very important because of the limited storage space on a smart phone). First, a
merge of the LHC and RHC of association rules is realized, creating a signature
from the rule. A situation class candidate is created for each signature. For each
signature, the algorithm computes the distance to all other (existing already
or extracted) classes, except the signature itself. Distance is computed by the
number of co-occurrences in the two signatures. Then, the signature is uni ed
with the class that is the most similar. A local age parameter is associated to
each situation class. This parameter allows to erase classes that no longer appear.</p>
        <p>The result of this classi cation step is a limited number of situation
signatures, which have the following properties: each context dimension respects the
minimal support threshold, the signature is a union of very similar association
rules and contains strongly correlated elements since this union is based on
association rules respecting the minimal con dence level and this signature contains
all possible context dimensions that have a high probability to occur when the
user is in the given situation.</p>
        <p>As mentioned before, this algorithm is able only to nd regular situations.
The detection of exceptions (in this case occasional events) is a big challenge
in any data mining approach. We consider the user calendar (Agenda concept
in the user model) as an important, yet unexplored source for this category of
situations. Users often introduce their social events in a calendar application
(Google, Outlook). The framework proposes a mechanism to the user to de ne
the reachability preference for a social event. This can be considered as an
extension of the calendar template, where typically one speci es the name of the
event, the participants and the time interval. Our framework proposes a
mechanism that prompts the user before the event to specify his/her reachability
preference. The only requirement for this to work is that the user lls regularly
in his/her calendar application the upcoming social event. Currently an
implementation for mobile devices is deployed and we are gathering user feedback.
The implementation also contains a user-friendly interface that allows to tag
the social network category of a contact. The tagging happens after an
interaction with the given contact through pop-ups with buttons (Friend, Professional,
Family...). This allows the user to rapidly include all contacts into a category,
which is an important requirement for the system to work. Screenshots of the
current implementation are shown in Figure 2.</p>
        <p>Our partial feedback resulting from experiences made on 5 persons during
di erent time periods has allowed us to validate the fact that social network
categories play an extremely important role in such preferences. Typically, in
the case of a professional meeting almost every person using the application
blocked phone calls from friends. Family seems to be the category that is always
allowed to interrupt. Another observation is the fact that preferences change
very dynamically. Initially we thought that preferences change only for general
situations (like work or home) and this seems to be wrong. A preference changes
even when the user moves from one place to another, like from the o ce to the
co ee machine. Currently this can be detected only when the user adds into the
calendar this event, which is not very frequent. We are currently investigating
how to detect such minor situations. Another major issue is the privacy concern,
since the context of the users is logged. An e cient mechanism is needed to allow
the algorithm to be incremental and thus to erase systematically the gathered
context logs.
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Conclusion and Future Work</title>
      <p>We address in this paper the question of how to build a user pro le model that
can help better control our reachability in the context of an increasing exposure
to unexpected interactions (spam messages, incoming calls that are not
important in a situation etc.). We present a dynamic, situation-aware user model
framework that enables real-time situation detection and a better control on
the user's reachability. We propose mechanisms (extraction, classi cation
algorithms, user feedback and services) that allow the model to adapt to the user.
Future work include a real evaluation for the current implementation and
improvement of the data mining algorithm. Also, gateways to social networking
sites are considered to better automatize the categorization of contacts,
leveraging that speci c sites consider di erent spheres of the social network and that
these systems are open for this kind of information retrieval.</p>
    </sec>
  </body>
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          <year>2008</year>
          .
        </mixed-citation>
      </ref>
    </ref-list>
  </back>
</article>