conceptual modeling csc2507 intentions and agentsjm/2507s/notes04/goals.pdf2004 john mylopoulos...

24
2004 John Mylopoulos Intentions and Agents -- 1 Conceptual Modeling CSC2507 Intentions and Agents Intentions and Agents From Entities and Relationships From Entities and Relationships to Goals and Agents to Goals and Agents Intentions, Goals, Intentions, Goals, Softgoals Softgoals Design Rationale Design Rationale Agents and Social Settings Agents and Social Settings Speech Acts and Action Workflows Speech Acts and Action Workflows Actors and Social Dependencies Actors and Social Dependencies 2004 John Mylopoulos Intentions and Agents -- 2 Conceptual Modeling CSC2507 Types of Domains Types of Domains and Models Thereof and Models Thereof Static models Static models use concepts such as Entity Entity , Attribute Attribute, Relationship Relationship, Resource Resource,... Dynamic models Dynamic models described in terms of Process Process, Activity Activity, Action Action, Plan Plan, Procedure Procedure, Event Event,...or State State, Transition Transition,... Intentional models Intentional models describe the world describe the world of things agents (human or otherwise) believe in, want, prove, argue about, e.g., Issue Issue, Goal Goal, Softgoal Softgoal, Supports Supports,… Social models Social models describe social settings in terms of social relationships among agents, such as Authority, Commitment , Responsibility , Actor Actor , Position Position , Role Role, Goal/Task/Resource Dependency Goal/Task/Resource Dependency,... ...Others...

Upload: others

Post on 24-Aug-2020

4 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 1

Conceptual Modeling CSC2507

Intentions and AgentsIntentions and Agents

From Entities and RelationshipsFrom Entities and Relationshipsto Goals and Agentsto Goals and Agents

Intentions, Goals, Intentions, Goals, SoftgoalsSoftgoalsDesign RationaleDesign Rationale

Agents and Social SettingsAgents and Social SettingsSpeech Acts and Action WorkflowsSpeech Acts and Action Workflows

Actors and Social DependenciesActors and Social Dependencies

2004 John Mylopoulos Intentions and Agents -- 2

Conceptual Modeling CSC2507

Types of DomainsTypes of Domainsand Models Thereofand Models Thereof

�� Static modelsStatic models use concepts such as EntityEntity, AttributeAttribute,RelationshipRelationship, ResourceResource,...

�� Dynamic modelsDynamic models described in terms of ProcessProcess, ActivityActivity,ActionAction, PlanPlan, ProcedureProcedure, EventEvent,...or StateState, TransitionTransition,...

�� Intentional modelsIntentional models describe the worlddescribe the world of things agents(human or otherwise) believe in, want, prove, argueabout, e.g., IssueIssue, GoalGoal, SoftgoalSoftgoal, SupportsSupports,…

�� Social modelsSocial models describe social settings in terms of socialrelationships among agents, such as Authority,Commitment, Responsibil i ty, ActorActor, PositionPosition, RoleRole,Goal/Task/Resource DependencyGoal/Task/Resource Dependency,...

� ...Others...

Page 2: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 3

Conceptual Modeling CSC2507

The State-of-the-ArtThe State-of-the-Art� Static models have been studied since the beginning of

conceptual modeling, e.g., Entity-Relationship model,...� Dynamic models have also been explored since the early

days of computer science, partly independently ofconceptual modeling, e.g., state machines, Petri nets,...

� Intentional models have seen less research; there has beenmuch work in AI planning, more recent work on issue-basedmodels of (software) design and goal-based RE,...

� Social models have been studied the least withinconceptual modeling, but are becoming important thanks torise of agent-oriented software systems.

...the action is with intentional and social models!...the action is with intentional and social models!

2004 John Mylopoulos Intentions and Agents -- 4

Conceptual Modeling CSC2507

Intentional ModelsIntentional Models

� Intentional models encompass the world of things agents(human or otherwise) believe in, want, prove, etc.

� Goals have been studied in AI since the ‘50s, mostly as partof a formal framework for doing planning.

� A goal is a desired state, often described in terms of apredicate,E.g., profits(year(2005)) ≥ $1B (strategic goal)Or sales(VW beetle,week(13/03/2000)) ≥ 5

(operational goal)

Page 3: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 5

Conceptual Modeling CSC2507

AND/OR Goal GraphsAND/OR Goal Graphs

� Goals can be AND- or OR-decomposed to build AND/ORgraphs.

� A simple procedure exists for AND/OR graphs fordetermining whether a root node of an AND/OR goal graphis solved/fulfilled, given that some other nodes of the graphhave been found to be solved/fulfilled, or unsolvable/unfulfillable.

2004 John Mylopoulos Intentions and Agents -- 6

Conceptual Modeling CSC2507

Schedulemeeting

Collectconstraints

Collecttimetables

Collect other constraints

Share timetables

Systemcollects

Personcollects

By email

By all means

From all From

Initiatoronly

Manually Automatically

Interactively

Generateschedule

AND decomposition

OR decomposition

Page 4: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 7

Conceptual Modeling CSC2507

A Critique of Planning-Type GoalsA Critique of Planning-Type Goals

� (Planning-type) Goals are formally defined; but some(real-world) goals may not be formally definable(remember primitive concepts in Classic?).

� (Planning-type) Goals are consistent; but goals may beconflicting, as in Requirements Engineering.

� Goals may contribute positively or negatively to eachother’s fulfillment, but such weak dependencies can’t berepresented at all in terms of AND/OR relationships.

� Some forms of goal analysis may be useful even if goalsare not fully formalized, see BPR and requirementsanalysis applications.

2004 John Mylopoulos Intentions and Agents -- 8

Conceptual Modeling CSC2507

SoftgoalsSoftgoals

� These are goals which, like primitive concepts in Classic,don’t have a formal definition. Consequently, softgoals don’thave a clearcut criterion as to whether they are fulfilled ornot (hence their name…)

� Softgoals are satisficed , rather than satisfied; in otherwords, softgoal fulfillment is relative and “good enough”,rather than absolute and optimal.

� Softgoals were introduced in [Mylopoulos92] and [Chung93]as a primitive concept for modeling non-functionalrequirementsE.g., User-friendly[Interface2],

Portable[Module4]

Page 5: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 9

Conceptual Modeling CSC2507

Programmability

+

+

++Allow

Change of Colours Allow

Change ofState

Allow Change ofLanguage

ErrorAvoidance Information

Sharing Ease ofLearning

UserTailorability

Usability

User-DefinedWriting Tool

Modularity

UseComponents

UserFlexibility

Allow Change ofSettings

+

+

+

2004 John Mylopoulos Intentions and Agents -- 10

Conceptual Modeling CSC2507

Goal RelationshipsGoal Relationships� To arrive at a more qualitative framework for modeling

goals, we also need to extend the set of relationshipsbetween goals beyond AND- and OR-relationships:�+ -- one goal contributes positively towards the

fulfillment of another goal;� - -- one goal contributes negatively towards the

fulfillment of another goal;�++ (--) -- one goal subsumes/negates another, I.e., if

the first goal is fulfilled, the second is fulfilled/denied;� With these enhancements, we can build goal models

which could be useful for strategic business analysis orrequirements analysis (as opposed to planning).

Page 6: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 11

Conceptual Modeling CSC2507

Building Goal Dependency GraphsBuilding Goal Dependency Graphs

� Start from one or more goals and/or softgoalsG1,G2,…,Gn which need to be fulfilled together.

� Analyze each, looking for ways to fulfill it through AND-or OR-decompositions, or through other refinementswhich contribute positively.

� Continue this process until there is enough positivesupport to fulfill all root nodes. At this point you have ndisconnected goal trees T(G1), T(G2),…,T(Gn).

� Identify positive and negative inter-tree influences, I.e.,positive or negative relationships between goals g, g’which belong to different goal trees.

� Repeat the analysis to see if root goals are fulfilled; if so,done, else continue the analysis.

2004 John Mylopoulos Intentions and Agents -- 12

Conceptual Modeling CSC2507

Flexibility

-

+-

-Use

Passwords

Availability

Do Backups

+

+ +

++

Security

+

Confidentiality

Usability

Integrity

Maintenability

Recoverability

Performance

Minimizeexternal

communication

Minimizeredundancy

Accuracy

Extratesting

Page 7: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 13

Conceptual Modeling CSC2507

Softgoals Softgoals as Criteriaas Criteria

Schedulemeeting

By all means By

email

-

- +

++

+

-

-

Collecttimetables

By person

Bysystem

Have updatedtimetables

Collectthem

Chooseschedule

Manually

Automatically

MatchingeffortCollection

effort

Minimalconflicts

Degree ofparticipation

Quality ofscheduleMinimal

effort

2004 John Mylopoulos Intentions and Agents -- 14

Conceptual Modeling CSC2507

Issues,Positions and ArgumentsIssues,Positions and Arguments

� Understanding decisions often involves asking why?why? :• “Why is this variable declared in this block?”• “Why did we decide to sell our Oshawa plant?” etc.

� To answer such questions, we need to represent,somehow, the rationalerationale for particular decisions. Thisrationale may link particular decisions to operational goals,or operational goals to strategic ones, and strategic goalsto their origins (stakeholders etc.)

� This is an important issue for Software Engineering ingeneral, but is also important for strategic businessanalysis and other knowledge management applications.

Page 8: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 15

Conceptual Modeling CSC2507

What do we Want to Represent?What do we Want to Represent?These are progressively more refined models for capturing

decision rationale:

�� Arguments spaceArguments space -- a decision is associated with allrelevant arguments, also their interrelations (e.g.,implies, supports, denies, qualifies)

�� Alternatives spaceAlternatives space -- alternatives and their argumentsare made explicit; arguments about a particularalternative are differentiated from other arguments.

�� Evaluation spaceEvaluation space -- evaluation measures are madeexplicit along with their arguments

�� Criteria spaceCriteria space -- now criteria used for evaluation aremade explicit as well, along with their arguments

�� Issues spaceIssues space -- issues are made explicit, along withtheir alternatives, evaluations, and criteria

2004 John Mylopoulos Intentions and Agents -- 16

Conceptual Modeling CSC2507

ToulminToulmin ’’s s Model of ArgumentationModel of Argumentation� Toulmin, a philosopher, proposed his model for describing

arguments in 1958 [Toulmin58]. His model is limited to theargument space.

Placing window Placing window commands in global commands in global

menu reducesmenu reducesscreen clutterscreen clutter

Global menuGlobal menucan becomecan becomevery largevery large

Commands needCommands neednot be duplicatednot be duplicatedfor each windowfor each window

No duplicationNo duplicationsaves spacesaves space

Common senseCommon sense

usuallyusually

DatumDatumClaimClaim

ModifierModifier

WarrantWarrant

BackingBacking

RebuttalRebuttal

soso

sincesince

unlessunless

onAccountOfonAccountOf

Page 9: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 17

Conceptual Modeling CSC2507

IBIS andIBIS and gIBIS gIBIS� IBIS [Kunz70], the Issue-Based Information SystemIssue-Based Information System ,

is a first comprehensive attempt to capture decisionrationale in Computer Science.

� gIBIS is the graphical version of IBIS, based onhypertext ideas [Conklin87].

� Basic idea is to capture the issues that were raisedduring the decision making process, the arguments proand con particular positions and the resulting decision.

� Nodes of an IBIS network represent issuesissues , positionspositionsand argumentsarguments .

� Framework can be used to expose faulty assumptions,unexplored alternatives and weak or missing rationale.

2004 John Mylopoulos Intentions and Agents -- 18

Conceptual Modeling CSC2507

IBIS Representation of a DiscussionIBIS Representation of a Discussion

Issue1Issue1Issue1

Issue3Issue3Issue3

Issue2Issue2Issue2

Issue4Issue4Issue4

Position1Position1Position1

Position2Position2Position2

Argument1Argument1Argument1

Argument2Argument2Argument2

Argument3Argument3Argument3

Argument4Argument4Argument4

Argument5Argument5Argument5

generalizesrespondsTo

respondsTo

questions objectsTo

objectsTo

objectsTo

objectsTo

supports

isSuggestedBy

Page 10: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 19

Conceptual Modeling CSC2507

IBIS Representation of a DiscussionIBIS Representation of a Discussion

Overcrowdedhospitals

OvercrowdedOvercrowdedhospitalshospitals

Peopletreated

in the US

PeoplePeopletreatedtreated

in the USin the US

Fundingfor socialprograms

FundingFundingfor socialfor socialprogramsprograms

HomelessHomelessHomeless

Morefunding

MoreMorefundingfunding

Cuttingtaxesbetter

CuttingCuttingtaxestaxesbetterbetter

Can’t run deficitsCanCan’’t run deficitst run deficits

No big government

No big No big governmentgovernment

What aboutpoor people?

What aboutWhat aboutpoor people?poor people?

generalizesrespondsTo

respondsTo

questions

objectsTo

objectsTo

objectsTo

objectsTo

supports

isSuggestedBy

No prooftax cuts

help

No proofNo prooftax cutstax cuts

helphelp

People want good medical insurance

People want good People want good medical insurancemedical insurance

2004 John Mylopoulos Intentions and Agents -- 20

Conceptual Modeling CSC2507

Potts andPotts and Bruns Bruns

� Proposal for capturing design rationale, IBIS-based.� Design rationale represented as a network of designdesign

artifactartifact and deliberationdeliberation concepts.� Design artifacts document (elements of) the design.� Deliberations are issuesissues , alternativesalternatives or justificationsjustifications ..�� PlanetextPlanetext is the graphical implementation of the system,

using hypertext links.� A Planetext network can actually be translated into Horn

clauses and fed into a Prolog engine which analyzes itlooking for inconsistencies.

[Potts88]

Page 11: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 21

Conceptual Modeling CSC2507

A Potts andA Potts and Bruns Bruns Network Network

DDD

AAA

AAA

AAA

III

III

III

JJJ

JJJ

JJJ

DDD

DDD

DDD

AAA

AAA

AAADDD

III

AAA

JJJ

ArtifactArtifact

IssueIssue

AlternativeAlternative

JustificationJustification

DerivesDerives

TTTT

TT

TaskTask

2004 John Mylopoulos Intentions and Agents -- 22

Conceptual Modeling CSC2507

Potts and Potts and BrunsBruns : An Example: An Example

DDD

AAA

AAA

AAA

III

III

JJJ

JJJ

DDD

DDD

AAA

AAA

TT

TT

FormatterFormatter

ReadInputReadInput

InterpretInputInterpretInput

TT

ProduceOutputProduceOutput

ReadInputEncaReadInputEnca--psulationLevelpsulationLevel

HaveDocBufferHaveDocBuffer

DocLineDocLine

ReadInputInlineReadInputInline

InterpretInputEncaInterpretInputEnca--psulationLevelpsulationLevel

MakeDocLineAbstrMakeDocLineAbstr

IIIProduceOutputEncaProduceOutputEnca--psulationLevelpsulationLevel

DocDoc

Page 12: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 23

Conceptual Modeling CSC2507

Questions, Options, Criteria (QOC)Questions, Options, Criteria (QOC)� Offers a framework for exploring design spaces, based

on the comparison of alternative options.� Extends Potts&Bruns framework with goalsgoals , criteriacriteria .� A QOC network is composed of:

��QuestionsQuestions -- pose key issues;

��OptionsOptions -- possible alternatives;

��CriteriaCriteria -- for selecting among options;

��ArgumentsArguments -- support/challenge a criterion.� DRL is an implementation of QOC. QOC does not

“capture design”; rather, it is supposed to be part ofto be part of thedesign process

[McLean91]

2004 John Mylopoulos Intentions and Agents -- 24

Conceptual Modeling CSC2507

CriteriaCriteria� A criterioncr iterion�Measures a property that the designer controlscontrols

indirectlyindirectly by choosing an option;�Must be unconditionalunconditional , i.e., the better the criterion,

the better the design;�Must be evaluativeevaluative in that it measures a property of

the artifact;� Criteria must be justified by referencing other criteria.

�� Bridg ing criteriaBridg ing criteria relate design decisions to generalcriteria, e.g., throughput vs performance.

�� Note: Note: Potts&Bruns issues are the result of a designdecision; QOC options are the result of a question(issue)

Page 13: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 25

Conceptual Modeling CSC2507

QOC Diagram for ATM DesignQOC Diagram for ATM Design

Q: What range ofservices to offer?

Q: What range ofQ: What range ofservices to offer?services to offer?

Q: How to select cash amount?

Q: How to select Q: How to select cash amount?cash amount?

Q: Where to retrievecash and receipt from?

Q: Where to retrieveQ: Where to retrievecash and receipt from?cash and receipt from?

Q: How to initiate the transaction?

Q: How to initiate Q: How to initiate the transaction?the transaction?

O: Full rangeO: Full rangeO: Full range

O: Cash onlyO: Cash onlyO: Cash only

O: Same slotO: Same slotO: Same slot

O: Identify customerO: Identify customerO: Identify customer

O: Select cash amountO: Select cash amountO: Select cash amount

O: Same slot as receiptO: Same slot as receiptO: Same slot as receiptO: Different slotsO: Different slotsO: Different slots

O: DefaultsO: DefaultsO: DefaultsO: Typing and defaultsO: Typing and defaultsO: Typing and defaults

O: Type in amountO: Type in amountO: Type in amount

C: SpeedC: SpeedC: SpeedC: Variety of servicesC: Variety of servicesC: Variety of services

Q: How are services restricted?

Q: How are Q: How are services restricted?services restricted?

O: Fixed machinesO: Fixed machinesO: Fixed machines

O: Switchable machinO:O: Switchable Switchable machin machin

C: FastC: FastC: FastC: ObviousC: ObviousC: ObviousC: Variety of amountC: Variety of amountC: Variety of amount

C: FastC: FastC: FastC: Low costC: Low costC: Low cost

C: ObviousC: ObviousC: ObviousC: FastC: FastC: Fast

C: Low errorC: Low errorC: Low error

2004 John Mylopoulos Intentions and Agents -- 26

Conceptual Modeling CSC2507

Social Social OntologiesOntologies� These are collections of concepts for modeling social

settings, e.g., a family, a university, or a research group.� The units of a social setting are actors , such as agents ,

positions and roles . Actors may be atomic, such as Maria(...a person), InfoSleuth (…a program), or composite, suchas the recruiting committee, DCS, UofT.

� Social relationships are inherently intentional . This meansthat they constrain the actors they relate over manypossible worlds, rather than just the here-and-now world.

� For example, OnTopOf(projector,table) is extensional. ButMother(maria,george), Promise(attila,greg,a) are intentionalin that they constrain the behaviour of their actors in futurestates of the world. The same holds for relationships suchas owns, reportsTo,...

Page 14: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 27

Conceptual Modeling CSC2507

Modeling Social SettingsModeling Social SettingsTwo complementary ways to model social settings:

�� Work Action ApproachWork Action Approach -- focuses on speech acts asmeans for changing the intentional state of actors; forexample, a request speech act, if successful, getsthe actor being requested to commit to fulfill therequest.

�� Social Dependency ApproachSocial Dependency Approach -- represent explicitlyactor goalsgoals and inter-actor dependenciesinter-actor dependencies and howthese constrain social activity. For example, amanager depends on her engineers to deliver designson time, while the engineers depend on the managerto give them a raise for their good work.

2004 John Mylopoulos Intentions and Agents -- 28

Conceptual Modeling CSC2507

The Action Workflow FrameworkThe Action Workflow Framework� Some communication actions are intended to change

the state of the social setting, such as�Asking someone for information;�Asking someone to have something done;�Having someone commit to do something etc.

� Such social actions are called speech actsspeech acts [Searle69].� Speech acts were originally proposed as a new

approach to Linguistics, claiming that some utterancescan best be understood as actions towards achievingsome goale.g., “It’s cold in here” means something like “someone,

turn up the thermostat, please” (…at least when aking says it in the presence of his court.)

Page 15: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 29

Conceptual Modeling CSC2507

Speech Acts and ConversationsSpeech Acts and Conversations� [Winograd86] introduced speech act ideas to system

design by arguing that in designing a human-computersystem we need to focus on the interaction, rather thanthe human or the computer.

� Offered a substantial critique of AI and other areas ofcomputer science for focusing too much on one or theother side, rather than the interaction itself.

� Proposed to use speech acts to model such interactions.� This work was fundamental in establishing Computer-Computer-

Suppor ted Collaborative WorkSupported Collaborative Work (CSCW) as anautonomous research area within Computer Science, alsoproduced one of the first workflow products (thetheCoordi natorCoordinator ).

2004 John Mylopoulos Intentions and Agents -- 30

Conceptual Modeling CSC2507

The Basic Molecule of Social ActionThe Basic Molecule of Social Action

1 2 4 5

683

7 9

C: clientS: server

C:request S:promiseS:report

C: declare

C:complete

C: cancel

S:renege

S:withdrawS:rejectC:withdraw

S:declineC:withdraw

C: counter

S:counterC: accept

Think of this as the basic social action “molecule”, out ofwhich one can build social processes

Page 16: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 31

Conceptual Modeling CSC2507

The Action Workflow FrameworkThe Action Workflow Framework

Could youCould you please do? please do?

Yes, IYes, I’’lllldo itdo it

ItIt’’s dones doneOK,OK,

thanksthanks

RequestorRequestor ActorActor

A simpler action molecule:

Asks forAsks foran actionan action

Agrees toAgrees todo itdo it

Fulfills work andFulfills work andreports it donereports it done

Accepts report Accepts report and declares and declares satisfactionsatisfaction

2004 John Mylopoulos Intentions and Agents -- 32

Conceptual Modeling CSC2507

Getting a New Credit AccountGetting a New Credit Account

Current accountCurrent accountcreditcredit

ClientClient BranchBranchClerkClerk

Current accountCurrent accountcreditcredit

ClientClient BranchBranchManagerManager

client is sentto the manager

acceptanceletter

communicationcredit is

operative

forms

consult bankDB for clientcredit record secondary workflows

for credit resolution

Page 17: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 33

Conceptual Modeling CSC2507

Opening a New Credit AccountOpening a New Credit Account

Open Open current accountcurrent account

BranchBranchManagerManager

BranchBranchStaffStaff

CollectCollectclient dataclient data

BranchBranchStaffStaff

Enter dataEnter dataBanksBanks ’’ Risk RiskCentreCentre

BanksBanks ’’ Risk RiskCentreCentre

EDPEDPCentreCentre

2004 John Mylopoulos Intentions and Agents -- 34

Conceptual Modeling CSC2507

Complete Credit Account WorkflowComplete Credit Account Workflow

Manage creditManage creditlifecyclelifecycle

Audit creditAudit creditperformanceperformance

Produce DailyProduce DailyOverdraft RepsOverdraft Reps

Review creditReview creditaccountsaccounts

Clarification Clarification & explanation& explanation

docsdocs

Recover overdueRecover overduecreditscredits

AC -- Area CoordinatorAC -- Area CoordinatorBM -- Branch ManagerBM -- Branch ManagerIO -- Inspectors OfficeIO -- Inspectors Office

ACAC

ACAC

BMBM

BMBM

BMBM

BMBM

BMBM

IOIO

EDP Dept EDP Dept

Branch CreditBranch CreditOfficerOfficer

ClientClient

Legal DeptLegal Dept

Page 18: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 35

Conceptual Modeling CSC2507

i*: Actors,i*: Actors,Dependencies and CommitmentsDependencies and Commitments

� Stands for “distributed intentionality” [Yu95].� Basic idea is that a social setting consists of actors who

have goals and depend on each other for their fulfillment.

�� ActorsActors have goalsgoals , need taskstasks to be carried out andresourcesresources to be made available; actors can be agentsagents(human or otherwise), rolesroles or positionspositions

�� DependenciesDependencies define intentional relationships amongactors, where one actor depends on another to satisfy agoal or a softgoalsoftgoal, execute a task; or furnish a resource.

� Dependencies can be cr it icalcr it ical , committedcommitted or openopen ,depending on the strength of commitment of the actorsinvolved and the amount of inconvenience caused by anunfulfilled dependency.

2004 John Mylopoulos Intentions and Agents -- 36

Conceptual Modeling CSC2507

The Strategic Dependency ModelThe Strategic Dependency Model� The key idea here is to focus on social dependenciesdependencies

among actors, rather than actor goals, actions etc.� Can be seen as complementary to the Work Action

framework: Work Action deals with the process throughwhich commitments and dependencies are generated,while the Strategic Dependency Model models existingcommitments through dependencies.

Page 19: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 37

Conceptual Modeling CSC2507

The Strategic Dependency ModelThe Strategic Dependency Model

BodyShop

Owner

Appraiser

InsuranceCompany

Carrepaired

Pay repairs

Maximizeestimate

Continuebusiness

D D

D D

D D

DD

D D

D

D

D

D

D

D

D

D

Claimspayout

Premiumpayment

D D

Customerhappy

Repairscovered

D

D

Appraisedamages Minimize

repairs

Secureemployment

Fair repairappraisal

GoalGoal

TaskTask

ResourceResource

Soft GoalSoft Goal

2004 John Mylopoulos Intentions and Agents -- 38

Conceptual Modeling CSC2507

““ ...Let the Agent Handle it......Let the Agent Handle it... ””

BodyShop

Owner

InsuranceAgent

InsuranceCompany

Carrepaired

Pay repairs

Maximizeestimate

Continuebusiness

D D

D D

D D

DD

D D

D

D

D

D

D

D

Claimspayout

Premiumpayment

D D

Customerhappy

Repairscovered

D

D

D

D

Fair repairpayout

Goodrelations

Claimspayout

D

D

D

D

Claimsreimburse

D

D

Agencyrights

Small claimshandled

Page 20: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 39

Conceptual Modeling CSC2507

““ ... Let the Body Shop Handle it...... Let the Body Shop Handle it... ””

Owner

Body Shop

InsuranceCompany

D

D D

D

D D

D

Premiumpayment

D

D

D

DD

D

ApprovedBody Shop

Owner notfraudulent

D

Repairsreimburse

Carrepaired

Customerhappy

Repairscovered

DD

Body shop notfraudulent

D

D

Small claimshandled

2004 John Mylopoulos Intentions and Agents -- 40

Conceptual Modeling CSC2507

The Need to Capture RationaleThe Need to Capture Rationale

How do actorsHow do actors ’’ goals lead to social dependencies? goals lead to social dependencies?�� Means-endsMeans-ends analysis can be used to relate goals to tasks

that can satisfy these goals: “Given goal (end) G, how canI decompose it (means) in order to find a way to fulfill it”.

� Means-ends analysis has been used in AI since GPS(General Problem Solver) proposed by Simon, Newelland Shaw in the ‘50s.

�� Task decompositionTask decomposition links relate tasks to other,component tasks

� Tasks can also be decomposed into goals.

Page 21: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 41

Conceptual Modeling CSC2507

Means-Ends Analysis within theMeans-Ends Analysis within theStrategic Rationale ModelStrategic Rationale Model

Claim besettled

Verifypolicy

ClaimsHandlingClaimsClaims

HandlingHandling

Handleclaim

Settlementcost?

Prepareoffer

Whosefault?

Get accidentinfo

Determinefault

Police

WitnessDoctor

Appraiser

Determinecost to settle

Accidentinfo

Sufficienttreatment Injury

infoAppraisedamage

Minimalrepairs

DDD D

D

ActorActorboundaryboundary

2004 John Mylopoulos Intentions and Agents -- 42

Conceptual Modeling CSC2507

Functional AlternativesFunctional AlternativesClaim besettled

Verifypolicy

Handleclaim centrally

Prepareoffer

Agenthandles claim

Body Shophandles claim

alternativeone

alternativealternativeoneone alternative

twoalternativealternative

twotwo alternativethree

alternativealternativethreethree

Page 22: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 43

Conceptual Modeling CSC2507

Non-Functional RationaleNon-Functional Rationalefor Choosing Among Alternativesfor Choosing Among Alternatives

Claim besettled

Agenthandles claim

Body Shophandles claim

alternativeone

alternativealternativeoneone

alternativetwo

alternativealternativetwotwo

alternativethree

alternativealternativethreethree

Handleclaim centrally

Profitable HappyCustomers

Low costs

Low litigation risk Fast claimsprocessing++

++++

++++

++--++

++-- ++++--

[Chung93]

2004 John Mylopoulos Intentions and Agents -- 44

Conceptual Modeling CSC2507

FormalizationFormalization� Actor dependencies are characterized using intentional

concepts, such as beliefsbeliefs , goalsgoals , commitmentscommitments , etc.� For example, here are the axioms for committed goalcommitted goal

dependency:CW(a, b, φ) ≡ CW(a, φ) ∧ B(a, CA(b, φ))CW(a, φ) ⇒ B(a, ∃ p, ∃ φ 0( ¬ φ ⇒ fail(a, p, φ 0 )))CA(a, φ) ⇒ B(a, ∃ p( result(p, φ) ∧ allDepOK(a, p)))

Page 23: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 45

Conceptual Modeling CSC2507

TroposTropos : A Formal Extension of i*: A Formal Extension of i*� Although the primitive concepts of i* are defined

formally, i* is not an expressive language because itdoesn’t support the specification of constraints,invariants, pre/post-conditions for different elementsof an i* model.

� Tropos extends the expressiveness of i* , adoptingideas from KAOS.

� Most notably, the Tropos specification languageincludes a temporal logic inspired by KAOS.

� Actors, goals, actions, entities, relationships aredescribed both statically and dynamically.

� …stay tuned…

2004 John Mylopoulos Intentions and Agents -- 46

Conceptual Modeling CSC2507

�� [Begeman88[Begeman88] Begeman, M., Conklin, E., “The Right Tool for the Right Job”, Byte,October 1988.

� [Bunge77] Bunge,M.,Treatise on Basic Philosophy: Ontology I, The Furniture ofthe World, Reidel, 1977.

� [Chung93] Chung, L., Representing and Using Non-Functional Requirements: AProcess-Oriented Approach, PhD thesis, Department of Computer Science,University of Toronto, June 1993.

�� [Conklin87[Conklin87] Conklin, E., “Hypertext: An Introduction,” IEEE Computer, September1987.

�� [Conklin91[Conklin91] Conklin, E., and Burgess-Yakemovic, K., “A Process-OrientedApproach to Design Rationale”, Human-Computer Interaction 6(3-4), 1991.

�� [Gotel95][Gotel95] Gotel, O., Finkelstein, A., “Contribution Structures”, ProceedingsSecond IEEE International Symposium on Requirements Engineering, York,England, March 1995.

� [Gruber91] Gruber, T., “The Role of a Common Ontology in Achieving Sharable,Reusable Knowledge Bases,” Proceedings of the Second InternationalConference on Principles of Knowledge Representation and Reasoning,Cambridge, 601-602.

ReferencesReferences

Page 24: Conceptual Modeling CSC2507 Intentions and Agentsjm/2507S/Notes04/Goals.pdf2004 John Mylopoulos Intentions and Agents -- 11 Conceptual Modeling CSC2507 Building Goal Dependency Graphs

2004 John Mylopoulos Intentions and Agents -- 47

Conceptual Modeling CSC2507

References References (cont(cont ’’d)d)

� [Guarino00] Guarino, N. and Welty, C., “Ontological Analysis of TaxonomicRelations,” in A. Länder and V. Storey (eds.), Proceedings of ER-2000: TheInternational Conference on Conceptual Modeling, Springer Verlag LNCS 1920.

� [Guarino01] Guarino, N. and Welty, C., “Conceptual Modeling and OntologicalAnalysis”, tutorial notes, 2001.

� [Kunz70] Kunz, W. and Rittel, H., “Issues as Elements of Information Systems”,Working Paper, Centre for Planning and Development Research, University ofCalifornia, Berkeley, 1970.

�� [Lee90[Lee90] Lee, J., "Sibyl: A Qualitative Decision Management System", in Winston, P.and Shellard,S. (eds.) AI at MIT: Expanding Frontiers, MIT Press, 1990.

�� [Lee91[Lee91] Lee, J. and Lai, K-Y, “What is Design Rationale?”, Human-ComputerInteraction 6(3-4), 1991.

� [Macfarlane95Macfarlane95] Macfarlane, I., and Reilly, I., “Requirements Traceability in anIntegrated Development Environment”, Proceedings Second IEEE InternationalSymposium on Requirements Engineering, York, England, March 1995.

�� [MacLean91[MacLean91] MacLean, A., Young, R., Bellotti, V. and Moran, T., “Questions,Options, Criteria: Elements of Design Space Analysis”, Human-ComputerInteraction 6(3-4), 1991.

2004 John Mylopoulos Intentions and Agents -- 48

Conceptual Modeling CSC2507

References References (cont(cont ’’d)d)

� [Mylopoulos92] Mylopoulos, J., Chung, L. and Nixon, B., "Representing and UsingNon-Functional Requirements: A Process-Oriented Approach", IEEE Transactionson Software Engineering, June 1992.

� [Potts88] Potts, C. and Bruns, G., “Recording the Reasons for Design Decisions”,Proceedings International Conference on Software Engineering, Singapore, 1988.

� [Searle69] Searle, J., Speech Acts: An Essay in the Philosophy of Language,Cambridge University Press, 1969.

� [Toulmin58] Toulmin, S., The Uses of Argument, Cambridge University Press, 1958.

� [Wand90] Wand, Y. and Weber, R., “An Ontological Model of an InformationSystem”, IEEE Transactions on Software Engineering 16, 1282-1292.

� [Winograd86] Winograd, T. and Flores, F., Understanding Computers andCognition: A New Foundation for Design, Addison-Wesley, 1986.

� [Yu95] Yu, E., Modeling Strategic Relationships for Process Reengineering, PhDthesis, Department of Computer Science, University of Toronto, January 1995.