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CAMBRIDGE, UK, 9 DEC 2008

                     Explanation Capabilities of the Open Source
                     Case-Based Reasoning Tool myCBR
                     Thomas Roth-Berghofer
                     Senior researcher, trb@dfki.de
                     German Research Centre for Artificial Intelligence DFKI GmbH

Samstag, 18. Juli 2009
Basic explanation scenario
Samstag, 18. Juli 2009
„TRUST ME. I KNOW WHAT I AM DOING!“
      SLEDGE HAMMER
Samstag, 18. Juli 2009
„TRUST ME. I KNOW WHAT I AM DOING!“
      SLEDGE HAMMER
Samstag, 18. Juli 2009
What are
                explanations?




Samstag, 18. Juli 2009
What are
                explanations?




Samstag, 18. Juli 2009
What are
                explanations?
                Explanations
                are answers to
                questions.
Samstag, 18. Juli 2009
• Plug-in for popular ontology editor Protégé (Version 3.x)
              • Extensions provided by myCBR (Version 2.6.1):
                   •     Easy import of raw data (csv-files)
                   •     GUIs for modelling knowledge-intensive similarity measures
                   •     Similarity-based retrieval functionality
                   •     Export of domain model and similarity measures in XML format

              • Stand-alone retrieval engine for separate use or
                   integration with other systems
              • Built-in explanation capabilities

                    MORE INFORMATION AND DOWNLOAD:                  HTTP://MYCBR-PROJECT.NET
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Example domain:
                   Used Cars




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Example domain:
                   Used Cars
                            Body

                               Model

                                   Color



                              Mileage

                         Manufacturer


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Local similarity measure




                         VISUAL FEEDBACK: COLOURING OF SIMILARITY VALUES




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Global similarity measure
                                    • Feature match:
                                     local similarity
                                     measures
                                    • Class
                                     similarity:
                                     aggregate local
                                     similarities
                                      •   Weighted sum
                                      •   Maximum
                                      •   Minimum
                                      •   Euclidian distance


Samstag, 18. Juli 2009
Global similarity measure
                                    • Feature match:
                                     local similarity
                                     measures
                                    • Class
                                     similarity:
                                     aggregate local
                                     similarities
                                      •   Weighted sum
                                      •   Maximum
                                      •   Minimum
                                      •   Euclidian distance


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Important attributes




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Important attributes




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Important attributes




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Searching for a car




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Searching for a car




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Searching for a car




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Searching for a car




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Searching for a car




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Questions


              • about domain concepts
              • about retrieval results
              • during modelling and maintenance




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Question about
                   domain concepts


              • What is meant by this concept?




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Conceptual Explanations
          • The goal of conceptual explanations is to build links
                between unknown and known concepts.
          • Variations:
                • Definition: “What is a bicycle?” – “A bicycle is a land vehicle
                         with two wheels in line. Bicycles are a form of human powered
                         vehicle.”
                •        Theoretical proposition: “What is force?” – “Force is Mass
                         times Acceleration.”
                •        Prototypical usage of individual things or actions: “What is
                         a bicycle?” – “The thing, that man over there just crashed
                         with.”
                •        Functional mapping: “What is a bicycle?” – “A bicycle serves
                         as a means of transport.”
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Knowledge sources
Samstag, 18. Juli 2009
Problem solving
                                           knowledge


                         Knowledge sources
Samstag, 18. Juli 2009
Explanation
                                           knowledge




                                      Problem solving
                                           knowledge


                         Knowledge sources
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Conceptual explanations




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Questions about
                   retrieval results




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Questions about
                   retrieval results


              • How did the system come to the similarity
                    assessment of a particular case?




Samstag, 18. Juli 2009
Questions about
                   retrieval results


              • How did the system come to the similarity      Action
                    assessment of a particular case?        explanations




Samstag, 18. Juli 2009
Questions about
                   retrieval results


              • How did the system come to the similarity      Action
                    assessment of a particular case?        explanations

              • Which are the most similar aspects of a
                    case? Which are the least?




Samstag, 18. Juli 2009
Action explanations
              • Action explanations explain the activities of the
                    respective system.
                    • Action explanations:
                         “Why was this seat post selected?” –
                         “For the given price, only one other seat
                         post was available. But this was too
                         short.


                    • Negative action explanations:
                         “Why was no carrier chosen?” –
                         “A carrier is only available for
                         touring bikes. The user did not
                         choose a touring bike.”


Samstag, 18. Juli 2009
Samstag, 18. Juli 2009
Samstag, 18. Juli 2009
• Conceptual Explanations provide
                          links to known concepts.




Samstag, 18. Juli 2009
• Conceptual Explanations provide
                          links to known concepts.




Samstag, 18. Juli 2009
• Conceptual Explanations provide
                          links to known concepts.




Samstag, 18. Juli 2009
• Conceptual Explanations provide
                          links to known concepts.




Samstag, 18. Juli 2009
• Conceptual Explanations provide
                          links to known concepts.
                         • Action explanations provide
                          information about the similarity
                          calculation process.




Samstag, 18. Juli 2009
Most / least important
                   aspects of a case




Samstag, 18. Juli 2009
Most / least important
                   aspects of a case




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Explanation config panel




Samstag, 18. Juli 2009
Explanation config panel




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Questions during modelling
                   and maintenance


              • Are some problem types underrepresented in the
                    case base?
              • Is there an imbalance of cases in the case base?




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How many cases use a
                   given attribute?




Samstag, 18. Juli 2009
How many cases use a
                   given attribute?




Samstag, 18. Juli 2009
Distribution of cases
                   regarding ‚manufacturer‘




Samstag, 18. Juli 2009
Distribution of cases
                   regarding ‚manufacturer‘




Samstag, 18. Juli 2009
General system approach




Samstag, 18. Juli 2009
Samstag, 18. Juli 2009
Take home messages




Samstag, 18. Juli 2009
Take home messages
              • Explanations are important and
                    need to be considered while
                    developing a software system.




Samstag, 18. Juli 2009
Take home messages
              • Explanations are important and             Explainer
                    need to be considered while     User
                    developing a software system.
                                                           Originator

              • Explanations are part of
                    communication scenario




Samstag, 18. Juli 2009
Take home messages
              • Explanations are important and             Explainer
                    need to be considered while     User
                    developing a software system.
                                                           Originator

              • Explanations are part of
                    communication scenario
              • Conceptual explanations support
                    domain understanding.




Samstag, 18. Juli 2009
Take home messages
              • Explanations are important and             Explainer
                    need to be considered while     User
                    developing a software system.
                                                           Originator

              • Explanations are part of
                    communication scenario
              • Conceptual explanations support
                    domain understanding.
              • Action explanations counteract
                    encapsulation and information
                    hiding.




Samstag, 18. Juli 2009
Take home messages
              • Explanations are important and               Explainer
                    need to be considered while       User
                    developing a software system.
                                                             Originator

              • Explanations are part of
                    communication scenario
              • Conceptual explanations support
                    domain understanding.
              • Action explanations counteract
                    encapsulation and information
                    hiding.
              • Explanation manager provides
                    access to conceptual and action
                    explanations.
Samstag, 18. Juli 2009
Thank you!

                         CAMBRIDGE, UK, 9 DEC 2008

                         Explanation Capabilities of the Open Source
                         Case-Based Reasoning Tool myCBR
                         Thomas Roth-Berghofer
                         Senior researcher, trb@dfki.de
                         German Research Centre for Artificial Intelligence DFKI GmbH

Samstag, 18. Juli 2009
Invitation to participate

              • ExaCt mailing list:
                    http://groups.yahoo.com/group/explanation-research/

              • ExaCt 2009 @ IJCAI 2009
                    http://exact2009.workshop.hm




Samstag, 18. Juli 2009
Publications of ExaCt
                    research group
              2008                                                                               2007 (contd.)
              [Bahls, 2008] Bahls, D. (2008). Explanation support for the case-based             [Roth-Berghofer et al., 2007] Roth-Berghofer, T. R., Schulz, S., and Leake,
              reasoning tool myCBR. Project thesis, University of Kaiserslautern.                D. B., editors (2007). Proceedings of the AAAI-07 workshop on
              [Forcher et al., 2008] Forcher, B., Adrian, B., and Roth-Berghofer, T. (2008).     Explanation-aware Computing ExaCt2007. AAAI Press. Technical Report
              Explanations in the information extraction system iDocument. Künstliche            WS-07-06.
              Intelligenz, 22(2).                                                                2006
              [Mittag, 2008] Mittag, F. (2008). ReduxExp: A justification-based                   [Richter et al., 2006] Richter, M. M., Roth-Berghofer, T., and Schulz, S.,
              explanation-support server. Project thesis, University of Kaiserslautern.          editors (2006). Explanation-aware Computing, volume 25. SAP - Slovak
              [Roth-Berghofer and Bahls, 2008] Roth-Berghofer, T. R. and Bahls, D.               Academic Press Ltd., Bratislava.
              (2008). Code tagging and retrieval with myCBR. In Petridis, M., Coenen, F.,        2005
              and Bramer, M., editors, Research and Development in Intelligent Systems           [Roth-Berghofer et al., 2005a] Roth-Berghofer, T., Cassens, J., and Sørmo,
              XXV, London, UK. Springer Verlag.                                                  F. (2005a). Goals and kinds of explanations in case-based reasoning. In
              [Roth-Berghofer and Mittag, 2008] Roth-Berghofer, T. R. and Mittag, F.             Althoff, K.-D., Dengel, A., Bergmann, R., Nick, M., and Roth-Berghofer, T.,
              (2008). ReduxExp: A justification-based explanation-support server.                 editors, WM 2005: Professional Knowledge Management, pages 264–268,
              Proceedings of AI-2008. the twenty-eighth SGAI international conference            Kaiserslautern, Germany. DFKI GmbH.
              on artificial intelligence. In Petridis, M., Coenen, F., and Bramer, M., editors,
                                                                                                 [Roth-Berghofer and Cassens, 2005] Roth-Berghofer, T. R. and Cassens, J.
              Research and Development in Intelligent Systems XXV, London, UK.
                                                                                                 (2005). Mapping goals and kinds of explanations to the knowledge
              Springer Verlag.
                                                                                                 containers of case-based reasoning systems. In Muñoz-Avila, H. and Ricci,
              [Roth-Berghofer and Richter, 2008a] Roth-Berghofer, T. R. and Richter, M.          F., editors, Case-Based Reasoning Research and Developmen, pages 451–
              M., editors (2008a). Künstliche Intelligenz—Topic: Explanation, volume 22,         464, Heidelberg. Springer Verlag.
              Bremen. BöttcherIT Verlag.
                                                                                                 [Roth-Berghofer et al., 2005b] Roth-Berghofer, T. R., Schulz, S., and
              [Roth-Berghofer and Richter, 2008b] Roth-Berghofer, T. R. and Richter, M.          Woody, A., editors (2005b). Proceedings of the AAAI Fal l Symposium on
              M. (2008b). On explanation. Künstliche Intelligenz, 22(2):5–7.                     Explanation-aware Computing ExaCt2005. AAAI Press. Technical Report
              2007                                                                               FS-05-04.
              [Bahls and Roth-Berghofer, 2007] Bahls, D. and Roth-Berghofer, T. (2007).          2004
              Explanation support for the case-based reasoning tool myCBR. In                    [Roth-Berghofer, 2004] Roth-Berghofer, T. R. (2004). Explanations and
              Proceedings of the Twenty-Second AAAI Conference on Artificial                      Case-Based Reasoning: Foundational issues. In Funk, P. and González-
              Intelligence. July 22–26, 2007, Vancouver, British Columbia, Canada.,              Calero, P. A., editors, Advances in Case-Based Reasoning, pages 389–403.
              pages 1844–1845. The AAAI Press, Menlo Park, California.                           Springer-Verlag.
              [Eppert, 2007] Eppert, M. (2007). Generating provenance explanations for
              the gnowsis rebirth machine - a first pass. Pro ject thesis, University of
              Kaiserslautern.




Samstag, 18. Juli 2009

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Explanation Capabilities of the Open Source Case-Based Reasoning Tool myCBR

  • 1. CAMBRIDGE, UK, 9 DEC 2008 Explanation Capabilities of the Open Source Case-Based Reasoning Tool myCBR Thomas Roth-Berghofer Senior researcher, trb@dfki.de German Research Centre for Artificial Intelligence DFKI GmbH Samstag, 18. Juli 2009
  • 3. „TRUST ME. I KNOW WHAT I AM DOING!“ SLEDGE HAMMER Samstag, 18. Juli 2009
  • 4. „TRUST ME. I KNOW WHAT I AM DOING!“ SLEDGE HAMMER Samstag, 18. Juli 2009
  • 5. What are explanations? Samstag, 18. Juli 2009
  • 6. What are explanations? Samstag, 18. Juli 2009
  • 7. What are explanations? Explanations are answers to questions. Samstag, 18. Juli 2009
  • 8. • Plug-in for popular ontology editor Protégé (Version 3.x) • Extensions provided by myCBR (Version 2.6.1): • Easy import of raw data (csv-files) • GUIs for modelling knowledge-intensive similarity measures • Similarity-based retrieval functionality • Export of domain model and similarity measures in XML format • Stand-alone retrieval engine for separate use or integration with other systems • Built-in explanation capabilities MORE INFORMATION AND DOWNLOAD: HTTP://MYCBR-PROJECT.NET Samstag, 18. Juli 2009
  • 9. Example domain: Used Cars Samstag, 18. Juli 2009
  • 10. Example domain: Used Cars Body Model Color Mileage Manufacturer Samstag, 18. Juli 2009
  • 14. Local similarity measure VISUAL FEEDBACK: COLOURING OF SIMILARITY VALUES Samstag, 18. Juli 2009
  • 15. Global similarity measure • Feature match: local similarity measures • Class similarity: aggregate local similarities • Weighted sum • Maximum • Minimum • Euclidian distance Samstag, 18. Juli 2009
  • 16. Global similarity measure • Feature match: local similarity measures • Class similarity: aggregate local similarities • Weighted sum • Maximum • Minimum • Euclidian distance Samstag, 18. Juli 2009
  • 20. Searching for a car Samstag, 18. Juli 2009
  • 21. Searching for a car Samstag, 18. Juli 2009
  • 22. Searching for a car Samstag, 18. Juli 2009
  • 23. Searching for a car Samstag, 18. Juli 2009
  • 24. Searching for a car Samstag, 18. Juli 2009
  • 25. Questions • about domain concepts • about retrieval results • during modelling and maintenance Samstag, 18. Juli 2009
  • 26. Question about domain concepts • What is meant by this concept? Samstag, 18. Juli 2009
  • 27. Conceptual Explanations • The goal of conceptual explanations is to build links between unknown and known concepts. • Variations: • Definition: “What is a bicycle?” – “A bicycle is a land vehicle with two wheels in line. Bicycles are a form of human powered vehicle.” • Theoretical proposition: “What is force?” – “Force is Mass times Acceleration.” • Prototypical usage of individual things or actions: “What is a bicycle?” – “The thing, that man over there just crashed with.” • Functional mapping: “What is a bicycle?” – “A bicycle serves as a means of transport.” Samstag, 18. Juli 2009
  • 29. Problem solving knowledge Knowledge sources Samstag, 18. Juli 2009
  • 30. Explanation knowledge Problem solving knowledge Knowledge sources Samstag, 18. Juli 2009
  • 34. Questions about retrieval results Samstag, 18. Juli 2009
  • 35. Questions about retrieval results • How did the system come to the similarity assessment of a particular case? Samstag, 18. Juli 2009
  • 36. Questions about retrieval results • How did the system come to the similarity Action assessment of a particular case? explanations Samstag, 18. Juli 2009
  • 37. Questions about retrieval results • How did the system come to the similarity Action assessment of a particular case? explanations • Which are the most similar aspects of a case? Which are the least? Samstag, 18. Juli 2009
  • 38. Action explanations • Action explanations explain the activities of the respective system. • Action explanations: “Why was this seat post selected?” – “For the given price, only one other seat post was available. But this was too short. • Negative action explanations: “Why was no carrier chosen?” – “A carrier is only available for touring bikes. The user did not choose a touring bike.” Samstag, 18. Juli 2009
  • 41. • Conceptual Explanations provide links to known concepts. Samstag, 18. Juli 2009
  • 42. • Conceptual Explanations provide links to known concepts. Samstag, 18. Juli 2009
  • 43. • Conceptual Explanations provide links to known concepts. Samstag, 18. Juli 2009
  • 44. • Conceptual Explanations provide links to known concepts. Samstag, 18. Juli 2009
  • 45. • Conceptual Explanations provide links to known concepts. • Action explanations provide information about the similarity calculation process. Samstag, 18. Juli 2009
  • 46. Most / least important aspects of a case Samstag, 18. Juli 2009
  • 47. Most / least important aspects of a case Samstag, 18. Juli 2009
  • 50. Questions during modelling and maintenance • Are some problem types underrepresented in the case base? • Is there an imbalance of cases in the case base? Samstag, 18. Juli 2009
  • 53. How many cases use a given attribute? Samstag, 18. Juli 2009
  • 54. How many cases use a given attribute? Samstag, 18. Juli 2009
  • 55. Distribution of cases regarding ‚manufacturer‘ Samstag, 18. Juli 2009
  • 56. Distribution of cases regarding ‚manufacturer‘ Samstag, 18. Juli 2009
  • 60. Take home messages • Explanations are important and need to be considered while developing a software system. Samstag, 18. Juli 2009
  • 61. Take home messages • Explanations are important and Explainer need to be considered while User developing a software system. Originator • Explanations are part of communication scenario Samstag, 18. Juli 2009
  • 62. Take home messages • Explanations are important and Explainer need to be considered while User developing a software system. Originator • Explanations are part of communication scenario • Conceptual explanations support domain understanding. Samstag, 18. Juli 2009
  • 63. Take home messages • Explanations are important and Explainer need to be considered while User developing a software system. Originator • Explanations are part of communication scenario • Conceptual explanations support domain understanding. • Action explanations counteract encapsulation and information hiding. Samstag, 18. Juli 2009
  • 64. Take home messages • Explanations are important and Explainer need to be considered while User developing a software system. Originator • Explanations are part of communication scenario • Conceptual explanations support domain understanding. • Action explanations counteract encapsulation and information hiding. • Explanation manager provides access to conceptual and action explanations. Samstag, 18. Juli 2009
  • 65. Thank you! CAMBRIDGE, UK, 9 DEC 2008 Explanation Capabilities of the Open Source Case-Based Reasoning Tool myCBR Thomas Roth-Berghofer Senior researcher, trb@dfki.de German Research Centre for Artificial Intelligence DFKI GmbH Samstag, 18. Juli 2009
  • 66. Invitation to participate • ExaCt mailing list: http://groups.yahoo.com/group/explanation-research/ • ExaCt 2009 @ IJCAI 2009 http://exact2009.workshop.hm Samstag, 18. Juli 2009
  • 67. Publications of ExaCt research group 2008 2007 (contd.) [Bahls, 2008] Bahls, D. (2008). Explanation support for the case-based [Roth-Berghofer et al., 2007] Roth-Berghofer, T. R., Schulz, S., and Leake, reasoning tool myCBR. Project thesis, University of Kaiserslautern. D. B., editors (2007). Proceedings of the AAAI-07 workshop on [Forcher et al., 2008] Forcher, B., Adrian, B., and Roth-Berghofer, T. (2008). Explanation-aware Computing ExaCt2007. AAAI Press. Technical Report Explanations in the information extraction system iDocument. Künstliche WS-07-06. Intelligenz, 22(2). 2006 [Mittag, 2008] Mittag, F. (2008). ReduxExp: A justification-based [Richter et al., 2006] Richter, M. M., Roth-Berghofer, T., and Schulz, S., explanation-support server. Project thesis, University of Kaiserslautern. editors (2006). Explanation-aware Computing, volume 25. SAP - Slovak [Roth-Berghofer and Bahls, 2008] Roth-Berghofer, T. R. and Bahls, D. Academic Press Ltd., Bratislava. (2008). Code tagging and retrieval with myCBR. In Petridis, M., Coenen, F., 2005 and Bramer, M., editors, Research and Development in Intelligent Systems [Roth-Berghofer et al., 2005a] Roth-Berghofer, T., Cassens, J., and Sørmo, XXV, London, UK. Springer Verlag. F. (2005a). Goals and kinds of explanations in case-based reasoning. In [Roth-Berghofer and Mittag, 2008] Roth-Berghofer, T. R. and Mittag, F. Althoff, K.-D., Dengel, A., Bergmann, R., Nick, M., and Roth-Berghofer, T., (2008). ReduxExp: A justification-based explanation-support server. editors, WM 2005: Professional Knowledge Management, pages 264–268, Proceedings of AI-2008. the twenty-eighth SGAI international conference Kaiserslautern, Germany. DFKI GmbH. on artificial intelligence. In Petridis, M., Coenen, F., and Bramer, M., editors, [Roth-Berghofer and Cassens, 2005] Roth-Berghofer, T. R. and Cassens, J. Research and Development in Intelligent Systems XXV, London, UK. (2005). Mapping goals and kinds of explanations to the knowledge Springer Verlag. containers of case-based reasoning systems. In Muñoz-Avila, H. and Ricci, [Roth-Berghofer and Richter, 2008a] Roth-Berghofer, T. R. and Richter, M. F., editors, Case-Based Reasoning Research and Developmen, pages 451– M., editors (2008a). Künstliche Intelligenz—Topic: Explanation, volume 22, 464, Heidelberg. Springer Verlag. Bremen. BöttcherIT Verlag. [Roth-Berghofer et al., 2005b] Roth-Berghofer, T. R., Schulz, S., and [Roth-Berghofer and Richter, 2008b] Roth-Berghofer, T. R. and Richter, M. Woody, A., editors (2005b). Proceedings of the AAAI Fal l Symposium on M. (2008b). On explanation. Künstliche Intelligenz, 22(2):5–7. Explanation-aware Computing ExaCt2005. AAAI Press. Technical Report 2007 FS-05-04. [Bahls and Roth-Berghofer, 2007] Bahls, D. and Roth-Berghofer, T. (2007). 2004 Explanation support for the case-based reasoning tool myCBR. In [Roth-Berghofer, 2004] Roth-Berghofer, T. R. (2004). Explanations and Proceedings of the Twenty-Second AAAI Conference on Artificial Case-Based Reasoning: Foundational issues. In Funk, P. and González- Intelligence. July 22–26, 2007, Vancouver, British Columbia, Canada., Calero, P. A., editors, Advances in Case-Based Reasoning, pages 389–403. pages 1844–1845. The AAAI Press, Menlo Park, California. Springer-Verlag. [Eppert, 2007] Eppert, M. (2007). Generating provenance explanations for the gnowsis rebirth machine - a first pass. Pro ject thesis, University of Kaiserslautern. Samstag, 18. Juli 2009