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    Knowledge Engineering

    Lecture delivered by

    Dr S.Natarajan

    Professor , Dept of ISE, PESIT,Bangalore

    Session Chair

    forNational Conference on Optimization of IT

    Oxford College of Engineering, Bangalore

    on February 17,2010

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    1. Background

    What Is Knowledge?

    Data

    A Record of a

    Change of

    State

    1840KL0617

    Information

    The flight from Delhi

    leaves at 18:40 hours

    Dataorganized with

    a purpose. Amessage

    Knowledge

    thats not a good

    flight; Often busyand delayed

    Literally

    what people

    know

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    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 adifficult task adequately

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    Ontology

    An ontology is a formal representation of a set of concepts within adomain and the relationships between those concepts. It is used toreason about the properties of that domain, and may be used to definethe domain

    In theory, an ontology is a "formal, explicit specification of a sharedconceptualisation. An ontology provides a shared vocabulary, which

    can be used to model a domain that is, the type of objects and/orconcepts that exist, and their properties and relations

    Ontologies are used in artificial intelligence, the Semantic Web,systems engineering, software engineering, biomedical informatics,library science, enterprise bookmarking, and information architecture as

    a form of knowledge representation about the world or some part of it. The creation of domain ontologies is also fundamental to the definition

    and use of an enterprise architecture framework.

    Introduction 4

    http://en.wikipedia.org/wiki/Domain_of_discoursehttp://en.wikipedia.org/wiki/Reasoninghttp://en.wikipedia.org/wiki/Artificial_intelligencehttp://en.wikipedia.org/wiki/Semantic_Webhttp://en.wikipedia.org/wiki/Systems_engineeringhttp://en.wikipedia.org/wiki/Software_engineeringhttp://en.wikipedia.org/wiki/Biomedical_informaticshttp://en.wikipedia.org/wiki/Library_sciencehttp://en.wikipedia.org/wiki/Enterprise_bookmarkinghttp://en.wikipedia.org/wiki/Information_architecturehttp://en.wikipedia.org/wiki/Knowledge_representationhttp://en.wikipedia.org/wiki/Enterprise_architecture_frameworkhttp://en.wikipedia.org/wiki/Enterprise_architecture_frameworkhttp://en.wikipedia.org/wiki/Knowledge_representationhttp://en.wikipedia.org/wiki/Information_architecturehttp://en.wikipedia.org/wiki/Enterprise_bookmarkinghttp://en.wikipedia.org/wiki/Library_sciencehttp://en.wikipedia.org/wiki/Biomedical_informaticshttp://en.wikipedia.org/wiki/Software_engineeringhttp://en.wikipedia.org/wiki/Systems_engineeringhttp://en.wikipedia.org/wiki/Semantic_Webhttp://en.wikipedia.org/wiki/Artificial_intelligencehttp://en.wikipedia.org/wiki/Reasoninghttp://en.wikipedia.org/wiki/Domain_of_discourse
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    G.Tecuci, Learning Agents Laboratory

    How are agents built

    A knowledge engineer attempts to understand how a subject

    matter expert reasons and solves problems and then encodesthe acquired expertise into the agent's knowledge base.

    The expert analyzes the solutions generated by the agent(and often the knowledge base itself) to identify errors, andthe knowledge engineer corrects the knowledge base.

    Knowledge

    Engineer

    Domain

    Expert

    Knowledge Base

    Inference Engine

    Intelligent Agent

    Programming

    Dialog

    Results

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    Introduction 6

    Problems in knowledgeengineering

    complex information and knowledge is difficult toobserve

    experts and other sources differ

    multiple representations: textbooks

    graphical representations

    heuristics

    Skills

    A study carried out in 1989 showed that the main reason whyexpert systems were not being used was an insufficiency ofmethods for development, especially in the construction ofknowledge bases, e.g. the transfer of expertise.

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    Importance of properknowledge engineering

    Knowledge is valuable and often outlives a particularimplementation knowledge management

    Errors in a knowledge-base can cause seriousproblems

    Heavy demands on extendibility and maintenance changes over time

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    A Short History ofKnowledge Systems

    1965 19851975 1995

    general-purposesearch engines

    (GPS)

    first-generationrule-based systems

    (MYCIN, XCON)

    emergence ofstructured methods

    (early KADS)

    maturemethodologies

    (CommonKADS)

    => from art to discipline =>

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    First generation Expert

    Systems

    shallow knowledge base

    single reasoning principle

    uniform representation

    limited explanation

    capabilities

    reasoningcontrol

    knowledgebase

    operateson

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    Defining problem to solve and system to be built:requirements specification

    Choosing or building an agent building tool:Inference engine and representation formalism

    Development of the object ontology

    Development of problem solving rules or methods

    Main phases of the agent development process

    Refinement of the knowledge base

    Feedbackloops

    among allphases

    Understanding the expertise domain

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    A knowledge engineer is assigned the job of buildingthe system.

    The knowledge engineer becomes familiar with the problem

    and the domain.

    The knowledge engineer finds an expert on the subjectwho agrees to collaborate in building the system.

    Investigated solution

    Develop a computer system that incorporates the expertiseof people familiar with spill detection and containment(i.e. a knowledge-based system, expert system or agent).

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    By eliciting the expert's conception of his/herexpertise domain we mean determining whichconcepts apply in the domain, what they mean,

    what is their relative place in the domain, what arethe differentiating criteria distinguishing thesimilar concepts, and what is the organizationalstructure giving these concepts a coherence forthe expert.

    Elicitation of experts conception of a domain

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    (based primarily on Gammack, 1987)

    Elicitation methodology

    1. Concept elicitation: methods(elicit the concepts of the domain i.e. anagreed vocabulary)

    2. Structure elicitation: the card-sort method(elicit some structure for the concepts)

    3. Structure representation(formally represent that structure in asemantic network)

    4. Transformation of the representation(transform the representation to be used forsome desired purpose)

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    Introduction 14

    Transfer View of KE

    Extracting knowledge from a human expert mining the jewels in the experts head

    Transferring this knowledge into KS.

    expert is asked what rules are applicable translation of natural language into rule format

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    Introduction 15

    Problems with transfer view

    The knowledge providers, the knowledge engineerand 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 ofknowledge engineering

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    Introduction 16

    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

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    Introduction 17

    Methodological pyramid

    world view

    theory

    methods

    tools

    use feedbackcase studies

    application projects

    CASE tools

    implementation environments

    life-cycle model, process model,

    guidelines, elicitation techniques

    graphical/textual notations

    worksheets, document structure

    model-based knowledge engineering

    reuse of knowledge patterns

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    Introduction 18

    World view: Model-Based KE

    The knowledge-engineering space of choices andtools can to some extent be controlled by theintroduction of a number of models

    Each model emphasizes certain aspects of thesystem to be built and abstracts from others.

    Models provide a decomposition of knowledge-engineering tasks: while building one model, theknowledge engineer can temporarily neglect certainother aspects.

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    Introduction 19

    CommonKADS principles

    Knowledge engineering is not some kind of `miningfrom the expert's head', but consists of constructingdifferent aspect models of human knowledge

    The knowledge-level principle: in knowledgemodeling, first concentrate on the conceptualstructure of knowledge, and leave the programmingdetails for later

    Knowledge has a stable internal structure that isanalyzable by distinguishing specific knowledgetypes and roles.

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    KADS

    Introduction 20

    Knowledge Acquisition and Documentation Structuring(KADS) is a structured way of developing Knowledge-BasedSystems (KBS)(Expert Systems).

    It was developed at the University of Amsterdam as an

    alternative to an evolutionary approach and is now accepted asthe European standard for KBS

    Its components are:

    A methodology for managing knowledge engineering projects.

    A knowledge engineering workbench.

    A methodology for performing knowledge elicitation.

    KADS was further developed into CommonKADS

    http://en.wikipedia.org/wiki/Knowledge-based_systemshttp://en.wikipedia.org/wiki/Knowledge-based_systemshttp://en.wikipedia.org/wiki/Expert_systemhttp://en.wikipedia.org/wiki/University_of_Amsterdamhttp://en.wikipedia.org/wiki/University_of_Amsterdamhttp://en.wikipedia.org/wiki/Expert_systemhttp://en.wikipedia.org/wiki/Knowledge-based_systemshttp://en.wikipedia.org/wiki/Knowledge-based_systemshttp://en.wikipedia.org/wiki/Knowledge-based_systemshttp://en.wikipedia.org/wiki/Knowledge-based_systems
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    KADS (contd)

    Knowledge Based Systems Analysis and DesignSupport (KADS) originating in the European ESPRITproject P1098

    75 men-years of work, was one of the most highlydeveloped KBs (Knowledge Based Systems) in theearly 90s.

    Introduction 21

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    KADS (contd)

    This pioneering method provides two types ofsupport for the production of KBs in an industrialapproach:

    firstly, a lifecycle enabling a response to be madeto technical and economic constraints (control of theproduction process, quality assurance of thesystem,...), and

    secondly a set of models which structure theproduction of the system, especially the tasks ofanalysis and the transformation of expert knowledgeinto a form exploitable by the machine.

    Introduction 22

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    Introduction 23

    CommonKADS theory

    KBS construction entails the construction of anumber of models that together constitute part of theproduct 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.

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    Introduction 25

    Model Set Overview (1)

    Organization model supports analysis of an organization,

    Goal: discover problems, opportunities and possibleimpacts 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).

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    Introduction 26

    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.

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    Introduction 27

    Principles of the Model Set

    Divide and conquer.

    Configuration of an adequate model set for a specificapplication.

    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.

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    Introduction 28

    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

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    Introduction 29

    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

    R l i k l d

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    Introduction 30

    Roles in knowledge-systemdevelopment

    knowledge provider

    knowledge engineer/analyst

    knowledge system developer

    knowledge user project manager

    knowledge manager

    N.B. many-to-many relations between roles and people

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    Introduction 31

    Knowledge provider/specialist

    traditional expert

    person with extensive experience in an applicationdomain

    can provide also plan for domain familiarization where would you advise a beginner to start?

    inter-provider differences are common

    need to assure cooperatio

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    Introduction 32

    Knowledge engineer

    specific kind of system analyst

    should avoid becoming an "expert"

    plays a liaison function between application domain

    and system

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    Introduction 33

    Knowledge-system developer

    person that implements a knowledge system on aparticular target platform

    needs to have general design/implementationexpertise

    needs to understand knowledge analysis but only on the use-level

    role is often played by knowledge engineer

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    Introduction 34

    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

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    Introduction 35

    Project manager

    responsible for planning, scheduling and monitoringdevelopment work

    liaises with client

    typically medium-size projects (4-6 people) profits from structured approach

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    Introduction 36

    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

    Roles in kno ledge s stem

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    Introduction 37

    Roles in knowledge-systemdevelopment

    knowledge

    provider/specialist

    projectmanager

    knowledgesystem developer

    knowledgeengineer/

    analyst

    knowledgemanager

    knowledgeuser

    KS

    manages

    managesuses

    designs &implements

    validates

    elicits knowledge

    from

    elicitsrequirements

    from

    deliversanalysis models

    to

    defines knowledge strategyinitiates knowledge development projectsfacilitates knowledge distribution

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    Introduction 38

    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

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    Introduction 39

    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

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    Introduction 40

    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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    Knowledge engineering

    GDS

    600,000 Travel Agentsuse the GDS to find and book hotels & flightsUsed by IATA approved Travel Agents world wide

    40,000 Internet Distribution Systems (IDS) may use GDS *Expedia, TraveloCity etc

    * IDS May pull content from GDSgiving a single point of control for multiple channels

    This very powerful feature is however being depreciated asIDS opt for direct contracts with hotels

    Global Exposure!!

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    Knowledge engineering

    GDS

    Started By American Airlines to let travel agents book flights (1964*)Worlds airlines joined. All system networked togetherExpanded to include hotels (1988 chains via Thisco switch)

    The reservation is sent to the hotel. It is immediately available to the travel agent via the GDSand to the hotel via the GDS agent CRS (Generares and partner system (arcRes)

    Travel agents search for hotels using asecure computer terminal connected toone of the 4 GDS channels- Amadeus Galileo Sabre Worldspan

    Each GDS displays your hotelscurrent rates and availability

    300 million reservation per month

    1964* SABRE: Semi-Automated Business Resrch Environment.The larges non government database in the world

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    Knowledge engineering

    GDS information is also available to display and book

    on 1,000s of travel sites like Travelocity

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    Knowledge engineering

    GDS NEWORK

    GDS-CRS RepEg: Reserv, Unirez, Utell (Pegasus)Synix.. etc and Genares

    600,000 Travel Agents use the GDSto find and book hotels & flights

    40,000 Internet Distribution Systems

    (IDS) may use GDS *

    Interfaced to your back officemanagement/accounting andfront office reservation and web

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    Knowledge engineering

    GDS BENEFITS

    A Global Bookings Channel

    Global Marketing exposing you to the global travel market

    Administration

    manages rates on multiple channels- integrates with backoffice, front office

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    .

    Knowledge engineering

    GENARES GDS-CRS

    Combining over 35 years of experiencein the hospitality reservation technologyindustry, GENARES has developed the

    first truly integrated third partycentral reservation system for

    the twenty-first century

    Complete open specificationand interfaces

    for 3rd party integration,using XML format

    The youngest and fasting growingGDS integration company

    Highly recommended by existing clients

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    .

    Knowledge engineering

    GENARES RECOMENDATIONS

    Hi Ian,

    GenaRes is one of the best GDS providers Ive worked with within my 27 year in the industry!

    In over two years now, our volume of business percentage has grown through bookings via the GDS.

    I have been assigned my own support account manager and we have over the years established such

    a great working relationship. She is always here for me and also when Im out of the office she is thecontact person regarding any issues with loading rates, opening/closing the system etc. Although theproperty can control basically everything own their own through the easy GenaRes system; my accountmanager has always proven to be our second hand person.

    This is what I call a great support team!!

    Thanks Ian and Ill be on my way to Barbados to pick up that Rum Punch!!

    Call on me anytime and be well.

    Best Regards,

    Clayton C.ChanningReservations/Revenue Manager- flatotel.com646-756-7952

    And many more

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    .

    Knowledge engineering

    Genares - full featuredCRS

    Reporting

    Agents Commission Tracking

    IntegrationRoomMaster, IQ Ware, RSI, AutoClerk,* Opera,* Check Inn,PMS Solutions/Innkeeper,Expedia Quick Connect, ezyield

    & arcRes

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    Knowledge engineering

    Integrated with AXSES ArcRes

    for fast, easy setup& management

    RoomMaster, IQ Ware, RSI, Check InnExpedia Quick ConnectAutoClerk*, Opera,*PMS Solutions/Innkeeper*

    * In development

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    .

    .

    Knowledge engineering

    GDS and arcRes easy to use & powerful

    Just a click away

    Easy navigation on your arcRes home page

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    .

    .

    Knowledge engineering

    arcRes GDS Setup and Load easy as 123

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    .

    .

    Knowledge engineering

    arcRes - Register GDS with a Click

    Registering switch and contractonline for easy access and process

    Automatically generate letter and contracts with a click no paperwork!

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    .

    .

    Knowledge engineering

    Load GDS rates and Content using arcRes info

    We dont know of a GDSthat is as easy and ascost effective to setup

    Takes all info in arcResand formats it for GDS

    Allows you to save an editfor as long as you want

    Saves time and improves content

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    Knowledge engineering

    Generes GDS Marketing Key Partners

    40,000 travel Sites (IDS)May pick up GDS content

    Participation in worldwidetrade shows

    NBTAHITEC

    HEDNAAll (GDS) conferencesWTM (World Travel Mart),attendee only

    ITB, attendee onlyResExpo

    RFP consortia participation

    Private GDS chain levelbranding programs

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    Knowledge engineering

    GDS as Channel Manager

    IDS pull from GDS (sometimes exclusively *)Some have Direct (net rates) contactsMany do both

    IDS Net Rates Contract 25 - 35%Barbados Hotels pay for placement(loss of contract = loss of position)

    Marketing Constraints

    Being on GDS may not eliminateneed to manage direct contract(net rates) with companies like Expedia

    Genares offer IDS Direct like Expedia Quick connect

    40,000 travel Sites (IDS)May pick up GDS content

    * priceline

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    .

    Knowledge engineering

    AFORDABLE GDS .. 5% GDS rep fee

    GDS Setup $150- arcRes time saver load $ 50-Pass through $ 5.75-GDS Rep 5%- minimum monthly maintenance fee is $25.00- ODD monthly connection fee is $25.00

    WebsitearcRes Bookings (i) $ 0Dynamic rates arcRes $ 75arcRes channel Management option $ 2.00

    Agent Commission (TACS)per reservation to GDS $ 0.45per reservation to Perot Systems $ 0.55

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    .

    Knowledge engineering

    AFORDABLE GDS .. Just Got Better!!

    Combined with arcRes for

    - one of a kind marketing

    - full service

    - easy GDS setup

    - savings

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    .

    Knowledge engineering

    arcRes Interactive services Increase bookings by 25%

    ThemesSpecials channel

    Pre-made packagesGroups managementDynamic rates & accom.CMSAffiliate marketing

    Reservations Booking engine

    BookingsBarbados channel

    Search engine

    Comparison Shopping

    Dynamic packages

    * Bookable Advertising!

    GDS Global Distribution

    750 3000 / 1500 3750

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    .

    Knowledge engineering

    Dynamic Bookable Advertising

    rates

    quotes

    Full shopping cart cost and compare**** huge increase in bookability***

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    .

    Knowledge engineering

    Dynamic Bookable Advertising

    quotes

    Cost Compare of all point select.

    Quotes, invoice, save, book

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    .

    Knowledge engineering

    Dynamic Bookable Advertising

    Linked to website if advertising

    - no rates

    - no quotes

    - no shopping

    - no consistent information

    NOT Bookable xx

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    .

    Knowledge engineering

    Dynamic Bookable Advertising everywhere!!

    Soon. A bookable map for every arcres advertisier.

    >>>>>>

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    .

    Knowledge engineering

    Advertise - Search Shop Buy . Blur >> The Perfect Storm

    Each element in the search-shop-buy triumvirate is undergoing a periodof intense innovation, making each increasingly significant, yetinterdependent. In fact, searching, shopping and buying once distinctterms describing different behaviorsare blurring at a furious pace. -Philip C. Wolf, President and CEO, PhoCusWright Inc.

    AXSES is there. We have already integratedadvertising with all phases of the shoppingcycle. This gives you complete flexibility inrevenue and marketing models; including anymix of transaction, commission and

    subscription.

    Focus direct sales facilitating distribution

    Interactive advertising works! Travelers stay longer and use all options

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    Saves $1000

    Applies full GDS costs $300Full RH Cost $500Plus 50% on remainder

    Knowledge engineering

    arcRes GDS PACKAGES - combinations

    Saves $450

    Applies full GDS costs $300Plus 50% on remainder

    Non hosted - clients pay additional $250 setup and $250 pa 50% $250

    Search, comparison shoppingquotes, reservations, bookingsDynamic packaging, Bookable-ads

    Search, comparison shopping,quotes, reservations, bookingsBookable-ads

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