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Introduction to Knowledge
Engineering
What is Knowledge Engineering?
History & Terminology
Introduction 2
Data, information & knowledge
■  Data
➤  “raw signals”
. . . - - - . . .
■  Information
➤  meaning attached to data
S O S
■  Knowledge
➤  attach purpose and competence to information
➤  potential to generate action
emergency alert → start rescue operation
Introduction 3
Knowledge engineering
process of
➤  eliciting,
➤  structuring,
➤  formalizing,
➤  operationalizing
information and knowledge involved in a knowledge-
intensive problem domain,
in order to construct a program that can perform a
difficult task adequately
Introduction 4
Problems in knowledge
engineering
■  complex information and knowledge is difficult to
observe
■  experts and other sources differ
■  multiple representations:
➤  textbooks
➤  graphical representations
➤  heuristics
➤  skills
Introduction 5
Importance of proper
knowledge engineering
■  Knowledge is valuable and often outlives a particular
implementation
➤  knowledge management
■  Errors in a knowledge-base can cause serious
problems
■  Heavy demands on extendibility and maintenance
➤  changes over time
Introduction 6
A Short History of
Knowledge Systems
1965 19851975 1995
general-­‐purpos e	
  
s earch	
  engines
(GPS )
firs t-­‐generation
	
  rule-­‐bas ed	
  s ys tems
(MYC IN,	
  XC ON)
emergence	
  of
	
  s tructured	
  methods
(early	
  K ADS )
mature	
  
methodologies
(C ommonK ADS )
=>	
  from	
  art	
  to	
  discipline	
  =>
Introduction 7
First generation “Expert”
Systems
■  shallow knowledge base
■  single reasoning principle
■  uniform representation
■  limited explanation
capabilities
reas oning
control
knowledge
bas e
operates
on
	
  	
  
Introduction 8
Transfer View of KE
■  Extracting knowledge from a human expert
➤  “mining the jewels in the expert’s head”’
■  Transferring this knowledge into KS.
➤  expert is asked what rules are applicable
➤  translation of natural language into rule format
Introduction 9
Problems with transfer view
The knowledge providers, the knowledge engineer
and the knowledge-system developer should share
➤  a common view on the problem solving process and
➤  a common vocabulary
in order to make knowledge transfer a viable way of
knowledge engineering
Introduction 10
Rapid Prototyping
■  Positive
➤  focuses elicitation and interpretation
➤  motivates the expert
➤  (convinces management)
■  Negative
➤  large gap between verbal data and implementation
➤  architecture constrains the analysis hence: distorted model
➤  difficult to throw away
Introduction 11
Methodological pyramid
world	
  view
theory
methods
tools
use feedback
case	
  studies
application	
  projects
C AS E 	
  tools
implementation	
  environments
life-­‐cycle	
  model,	
  process	
  model,
guidelines,	
  elicitation	
  techniques
graphical/textual	
  notations
work sheets,	
  document	
  structure
model-­‐based	
  k nowledge	
  engineering
reuse	
  of	
  k nowledge	
  patterns
Introduction 12
World view: Model-Based KE
■  The knowledge-engineering space of choices and
tools can to some extent be controlled by the
introduction of a number of models
■  Each model emphasizes certain aspects of the
system to be built and abstracts from others.
■  Models provide a decomposition of knowledge-
engineering tasks: while building one model, the
knowledge engineer can temporarily neglect certain
other aspects.
Introduction 13
CommonKADS principles
■  Knowledge engineering is not some kind of `mining
from the expert's head', but consists of constructing
different aspect models of human knowledge
■  The knowledge-level principle: in knowledge
modeling, first concentrate on the conceptual
structure of knowledge, and leave the programming
details for later
■  Knowledge has a stable internal structure that is
analyzable by distinguishing specific knowledge
types and roles.
Introduction 14
CommonKADS theory
■  KBS construction entails the construction of a number
of models that together constitute part of the product
delivered by the project.
■  Supplies the KBS developer with a set of model
templates.
■  This template structure can be configured, refined
and filled during project work.
■  The number and level of elaboration of models
depends on the specific project context.
Introduction 15
CommonKADS Model Set
Organization
Model
Task
Model
Agent
Model
Knowledge
Model
Communication
Model
Design
Model
Context
Concept
Artefact
Introduction 16
Model Set Overview (1)
■  Organization model
➤  supports analysis of an organization,
➤  Goal: discover problems, opportunities and possible
impacts of KBS development.
■  Task model
➤  describes tasks that are performed or will be performed in
the organizational environment
■  Agent model
➤  describes capabilities, norms, preferences and permissions
of agents (agent = executor of task).
Introduction 17
Model Set Overview (2)
■  Knowledge model
➤  gives an implementation-independent description of
knowledge involved in a task.
■  Communication model
➤  models the communicative transactions between agents.
■  Design model
➤  describes the structure of the system that needs to be
constructed.
Introduction 18
Principles of the Model Set
■  Divide and conquer.
■  Configuration of an adequate model set for a specific
application.
■  Models evolve through well defined states.
■  The model set supports project management.
■  Model development is driven by project objectives and risk.
■  Models can be developed in parallel.
Introduction 19
Models exist in various forms
■  Model template
➤  predefined, fixed structure, can be configured
■  Model instance
➤  objects manipulated during a project.
■  Model versions
➤  versions of a model instance can exist.
■  Multiple model instances
➤  separate instances can be developed
➤  example: ''current'' and ''future'' organization
Introduction 20
The Product
■  Instantiated models
➤  represent the important aspects of the environment and the
delivered knowledge based system.
■  Additional documentation
➤  information not represented in the filled model templates
(e.g. project management information)
■  Software
Introduction 21
Roles in knowledge-system
development
■  knowledge provider
■  knowledge engineer/analyst
■  knowledge system developer
■  knowledge user
■  project manager
■  knowledge manager
N.B. many-to-many relations between roles and people
Introduction 22
Knowledge provider/specialist
■  “traditional” expert
■  person with extensive experience in an application
domain
■  can provide also plan for domain familiarization
➤  “where would you advise a beginner to start?”
■  inter-provider differences are common
■  need to assure cooperatio
Introduction 23
Knowledge engineer
■  specific kind of system analyst
■  should avoid becoming an "expert"
■  plays a liaison function between application domain
and system
Introduction 24
Knowledge-system developer
■  person that implements a knowledge system on a
particular target platform
■  needs to have general design/implementation
expertise
■  needs to understand knowledge analysis
➤  but only on the “use”-level
■  role is often played by knowledge engineer
Introduction 25
Knowledge user
■  Primary users
➤  interact with the prospective system
■  Secondary users
➤  are affected indirectly by the system
■  Level of skill/knowledge is important factor
■  May need extensive interacting facilities
➤  explanation
■  His/her work is often affected by the system
➤  consider attitude / active tole
Introduction 26
Project manager
■  responsible for planning, scheduling and monitoring
development work
■  liaises with client
■  typically medium-size projects (4-6 people)
■  profits from structured approach
Introduction 27
Knowledge manager
■  background role
■  monitors organizational purpose of
➤  system(s) developed in a project
➤  knowledge assets developed/refined
■  initiates (follow-up) projects
■  should play key role in reuse
■  may help in setting up the right project team
Introduction 28
Roles in knowledge-system
development
knowledge
provider/
specialist
project
manager
knowledge
system	
  developer
knowledge
engineer/
analyst
knowledge
manager
knowledge
user
K S
manages
manages
uses
designs	
  &
implements
validates
elicits	
  knowledge
from
elicits
requirements
from
delivers
analysis	
  models
to
defines	
  knowledge	
  strategy
initiates	
  knowledge	
  development	
  projects
facilitates	
  knowledge	
  distribution
	
  	
  
Introduction 29
Terminology
■  Domain
➤  some area of interest
banking, food industry, photocopiers, car manufacturing
■  Task
➤  something that needs to be done by an agent
monitor a process; create a plan; analyze deviant behavior
■  Agent
➤  the executor of a task in a domain
typically either a human or some software system
Introduction 30
Terminology
■  Application
➤  The context provided by the combination of a task and a
domain in which this task is carried out by agents
■  Application domain
➤  The particular area of interest involved in an application
■  Application task
➤  The (top-level) task that needs to be performed in a certain
application
Introduction 31
Terminology
■  knowledge system (KS)
➤  system that solves a real-life problem using knowledge
about the application domain and the application task
■  expert system
➤  knowledge system that solves a problem which requires a
considerable amount of expertise, when solved by humans.

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Introduction

  • 1. Introduction to Knowledge Engineering What is Knowledge Engineering? History & Terminology
  • 2. Introduction 2 Data, information & knowledge ■  Data ➤  “raw signals” . . . - - - . . . ■  Information ➤  meaning attached to data S O S ■  Knowledge ➤  attach purpose and competence to information ➤  potential to generate action emergency alert → start rescue operation
  • 3. Introduction 3 Knowledge engineering process of ➤  eliciting, ➤  structuring, ➤  formalizing, ➤  operationalizing information and knowledge involved in a knowledge- intensive problem domain, in order to construct a program that can perform a difficult task adequately
  • 4. Introduction 4 Problems in knowledge engineering ■  complex information and knowledge is difficult to observe ■  experts and other sources differ ■  multiple representations: ➤  textbooks ➤  graphical representations ➤  heuristics ➤  skills
  • 5. Introduction 5 Importance of proper knowledge engineering ■  Knowledge is valuable and often outlives a particular implementation ➤  knowledge management ■  Errors in a knowledge-base can cause serious problems ■  Heavy demands on extendibility and maintenance ➤  changes over time
  • 6. Introduction 6 A Short History of Knowledge Systems 1965 19851975 1995 general-­‐purpos e   s earch  engines (GPS ) firs t-­‐generation  rule-­‐bas ed  s ys tems (MYC IN,  XC ON) emergence  of  s tructured  methods (early  K ADS ) mature   methodologies (C ommonK ADS ) =>  from  art  to  discipline  =>
  • 7. Introduction 7 First generation “Expert” Systems ■  shallow knowledge base ■  single reasoning principle ■  uniform representation ■  limited explanation capabilities reas oning control knowledge bas e operates on    
  • 8. Introduction 8 Transfer View of KE ■  Extracting knowledge from a human expert ➤  “mining the jewels in the expert’s head”’ ■  Transferring this knowledge into KS. ➤  expert is asked what rules are applicable ➤  translation of natural language into rule format
  • 9. Introduction 9 Problems with transfer view The knowledge providers, the knowledge engineer and the knowledge-system developer should share ➤  a common view on the problem solving process and ➤  a common vocabulary in order to make knowledge transfer a viable way of knowledge engineering
  • 10. Introduction 10 Rapid Prototyping ■  Positive ➤  focuses elicitation and interpretation ➤  motivates the expert ➤  (convinces management) ■  Negative ➤  large gap between verbal data and implementation ➤  architecture constrains the analysis hence: distorted model ➤  difficult to throw away
  • 11. Introduction 11 Methodological pyramid world  view theory methods tools use feedback case  studies application  projects C AS E  tools implementation  environments life-­‐cycle  model,  process  model, guidelines,  elicitation  techniques graphical/textual  notations work sheets,  document  structure model-­‐based  k nowledge  engineering reuse  of  k nowledge  patterns
  • 12. Introduction 12 World view: Model-Based KE ■  The knowledge-engineering space of choices and tools can to some extent be controlled by the introduction of a number of models ■  Each model emphasizes certain aspects of the system to be built and abstracts from others. ■  Models provide a decomposition of knowledge- engineering tasks: while building one model, the knowledge engineer can temporarily neglect certain other aspects.
  • 13. Introduction 13 CommonKADS principles ■  Knowledge engineering is not some kind of `mining from the expert's head', but consists of constructing different aspect models of human knowledge ■  The knowledge-level principle: in knowledge modeling, first concentrate on the conceptual structure of knowledge, and leave the programming details for later ■  Knowledge has a stable internal structure that is analyzable by distinguishing specific knowledge types and roles.
  • 14. Introduction 14 CommonKADS theory ■  KBS construction entails the construction of a number of models that together constitute part of the product delivered by the project. ■  Supplies the KBS developer with a set of model templates. ■  This template structure can be configured, refined and filled during project work. ■  The number and level of elaboration of models depends on the specific project context.
  • 15. Introduction 15 CommonKADS Model Set Organization Model Task Model Agent Model Knowledge Model Communication Model Design Model Context Concept Artefact
  • 16. Introduction 16 Model Set Overview (1) ■  Organization model ➤  supports analysis of an organization, ➤  Goal: discover problems, opportunities and possible impacts of KBS development. ■  Task model ➤  describes tasks that are performed or will be performed in the organizational environment ■  Agent model ➤  describes capabilities, norms, preferences and permissions of agents (agent = executor of task).
  • 17. Introduction 17 Model Set Overview (2) ■  Knowledge model ➤  gives an implementation-independent description of knowledge involved in a task. ■  Communication model ➤  models the communicative transactions between agents. ■  Design model ➤  describes the structure of the system that needs to be constructed.
  • 18. Introduction 18 Principles of the Model Set ■  Divide and conquer. ■  Configuration of an adequate model set for a specific application. ■  Models evolve through well defined states. ■  The model set supports project management. ■  Model development is driven by project objectives and risk. ■  Models can be developed in parallel.
  • 19. Introduction 19 Models exist in various forms ■  Model template ➤  predefined, fixed structure, can be configured ■  Model instance ➤  objects manipulated during a project. ■  Model versions ➤  versions of a model instance can exist. ■  Multiple model instances ➤  separate instances can be developed ➤  example: ''current'' and ''future'' organization
  • 20. Introduction 20 The Product ■  Instantiated models ➤  represent the important aspects of the environment and the delivered knowledge based system. ■  Additional documentation ➤  information not represented in the filled model templates (e.g. project management information) ■  Software
  • 21. Introduction 21 Roles in knowledge-system development ■  knowledge provider ■  knowledge engineer/analyst ■  knowledge system developer ■  knowledge user ■  project manager ■  knowledge manager N.B. many-to-many relations between roles and people
  • 22. Introduction 22 Knowledge provider/specialist ■  “traditional” expert ■  person with extensive experience in an application domain ■  can provide also plan for domain familiarization ➤  “where would you advise a beginner to start?” ■  inter-provider differences are common ■  need to assure cooperatio
  • 23. Introduction 23 Knowledge engineer ■  specific kind of system analyst ■  should avoid becoming an "expert" ■  plays a liaison function between application domain and system
  • 24. Introduction 24 Knowledge-system developer ■  person that implements a knowledge system on a particular target platform ■  needs to have general design/implementation expertise ■  needs to understand knowledge analysis ➤  but only on the “use”-level ■  role is often played by knowledge engineer
  • 25. Introduction 25 Knowledge user ■  Primary users ➤  interact with the prospective system ■  Secondary users ➤  are affected indirectly by the system ■  Level of skill/knowledge is important factor ■  May need extensive interacting facilities ➤  explanation ■  His/her work is often affected by the system ➤  consider attitude / active tole
  • 26. Introduction 26 Project manager ■  responsible for planning, scheduling and monitoring development work ■  liaises with client ■  typically medium-size projects (4-6 people) ■  profits from structured approach
  • 27. Introduction 27 Knowledge manager ■  background role ■  monitors organizational purpose of ➤  system(s) developed in a project ➤  knowledge assets developed/refined ■  initiates (follow-up) projects ■  should play key role in reuse ■  may help in setting up the right project team
  • 28. Introduction 28 Roles in knowledge-system development knowledge provider/ specialist project manager knowledge system  developer knowledge engineer/ analyst knowledge manager knowledge user K S manages manages uses designs  & implements validates elicits  knowledge from elicits requirements from delivers analysis  models to defines  knowledge  strategy initiates  knowledge  development  projects facilitates  knowledge  distribution    
  • 29. Introduction 29 Terminology ■  Domain ➤  some area of interest banking, food industry, photocopiers, car manufacturing ■  Task ➤  something that needs to be done by an agent monitor a process; create a plan; analyze deviant behavior ■  Agent ➤  the executor of a task in a domain typically either a human or some software system
  • 30. Introduction 30 Terminology ■  Application ➤  The context provided by the combination of a task and a domain in which this task is carried out by agents ■  Application domain ➤  The particular area of interest involved in an application ■  Application task ➤  The (top-level) task that needs to be performed in a certain application
  • 31. Introduction 31 Terminology ■  knowledge system (KS) ➤  system that solves a real-life problem using knowledge about the application domain and the application task ■  expert system ➤  knowledge system that solves a problem which requires a considerable amount of expertise, when solved by humans.