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UBIWARE: "Smart Semantic Middleware for Ubiquitous Computing" (2007-2009). Tekes Project Proposal Executive Summary © Industrial Ontologies Group, Agora Center, University of Jyvaskyla e-mail: [email protected], URL: http://www.cs.jyu.fi/ai/OntoGroup/index.html 1. Introduction and Project Motivation Recent advances in networking, sensor and RFID technologies allow connecting various physical world objects to the IT infrastructure, which could, ultimately, enable realization of the “Internet of Things” and the ubiquitous computing visions. Such interconnectivity of computing and physical systems could, however, become the “nightmare of ubiquitous computing” in which architects will be unable to anticipate, design and maintain the complexity of interactions. It is widely acknowledged that as the networks, systems and services of modern IT and communication infrastructures become increasingly complex, traditional solutions to manage and control them seem to have reached their limits. In recent years, self-* principles have raised much interest in integrated management, networking, distributed systems and software engineering. This interest builds on the success already encountered by self-organizing and self-adaptive systems in distributed artificial intelligence, material science, thermodynamics, process industries, etc. Another problem is heterogeneity of the ubiquitous components, appropriate standards, data formats, protocols, etc, which makes impossible to provide interoperability among these components within complex systems. Semantic Web is seen today as a key technology to resolve the problems of interoperability, automation and integration within heterogeneous world of interconnected ubiquitous objects and systems. According to IBM’s vision, it’s time to design and build computing systems capable of running themselves, adjusting to varying circumstances, and preparing their resources to handle most efficiently the workloads we put upon them. These autonomic systems must anticipate needs and allow users to concentrate on what they want to accomplish rather than figuring how to rig the computing systems to get them there. Autonomous Computing is the vision on how to enable computing systems to operate in a fully autonomous manner. No administration, just simple high-level policy statements. This is an approach to self-managed computing systems with a minimum of human interference. Autonomy implies the ability to learn and integrate new knowledge, which have so far proved enormously difficult to achieve. Such systems have the fundamental capacity to grow and to adapt to the surrounding resource base, and contract when required. To reach the higher objectives of Autonomous Computing the challenge is also to achieve largescale software systems capable of evolution and self-modification based on feedback and learning. In particular autonomous maintenance requires the ability to sense/distinguish self and to maintain functionality in the face of continuous environmental change or intentional attacks. This implies the ability to specify initial requirements and expect the system to know how to add further components and tools to achieve the specified goals. It also implies the ability of a system to delete unnecessary resources and services. The software agent community has begun experimenting with market based control of service usage in distributed systems, which is one route to resource control in such complex systems. Federated service management of autonomous systems may also be an essential component of future networks. The domain of ubiquitous computing traditionally includes such devices as embedded processors, variety of sensors, personal devices and networks, cell phones and computers. These devices have varied resources in terms of CPU power, memory, communication capabilities, battery energy and software features. In such heterogeneous and uneven conditions, application software demands adaptation and cooperation among distributed hosts. Middleware is the most common solution that is widely used to facilitate interoperability in the presence of dynamism and heterogeneity. The requirements for such middleware is becoming even more challenging if to extend the traditional ubiquitous computing domain by including to it also humans, software, services, etc. Semantic Web technologies render dynamic, heterogeneous, distributed, shared content accessible to both a human reader and software agents. Here the vision is to achieve a synergy with Distributed AI (particularly multi-agent systems) where distributed agents functioning autonomously provide needed middleware for ubiquitous computing and in the same time utilize Semantic Web content to gather and aggregate knowledge, reason and infer new results towards achieving their goals and generating new knowledge. Such knowledge in turn may be disseminated and used to achieve the shared goal of the agents system. 2. Project Goals This project intends to bring the Semantic Web, Distributed AI and Human-Centric Computing technologies to the industrial cluster of the ubiquitous computing domain. It aims at designing a new generation middleware platform (UBIWARE) which will allow creation of self-managed complex industrial systems consisting of mobile, distributed, heterogeneous, shared and reusable components of different nature. Those components can be smart machines and devices, sensors, actuators, RFIDs, web-services, software, information systems, humans, models, processes, organizations, etc. Such middleware will enable various components to automatically discover each other and to configure a system with complex functionality based on the atomic functionalities of the components. We believe that tasks of automatic integration, orchestration and composition of such complex systems will be impossible with centralized control due to the scalability issue. Therefore, the components should be to a certain degree autonomous, proactive, and goal-driven. In other words, utilization of agent technologies is needed to enable flexible communications, coordination and negotiations among the components. Interoperability among the components requires use of metadata and ontologies. As the amount of components can grow dramatically, without their ontological classification and (semi- or fully-automated) semantic annotation processes the automatic discovery will be impossible. UBIWARE will require, among other, the reliable platforms to enable proactivity and coordination among the components (workpackage 1, see below) and the solutions in collecting, automatic annotating and intelligent processing of the data from distributed history blogs and acquiring new knowledge to the system (workpackage 2). It will also require essentially new solutions towards security, service provisioning and information integration. Ubiquitous environment demands high but flexible level of security and privacy in all kinds of interaction (e.g. accessing a control system of a power plant, or a travel booking web service) based on well-defined and machine-readable policies (workpackage 3). Dynamic context-aware service and resource composition, based on combination of Service-Oriented Architecture and agent technologies, should bring qualitatively new level of service provisioning to the end customers (workpackage 4). Flexible semantic interfaces/adapters for generating and displaying composed or integral result should be generated based on reusable patterns for information representation bound to different domains (workpackage 5). Resource discovery in UBIWARE should be smart, semantic and enable not only discovery based on centralized registries but also based on mobile peer-to-peer networks (workpackage 6). Finally the middleware should be designed, prototyped and tested on real industrial cases to prove the scientific concepts behind it and facilitate its further utilization (workpackage 7). In one sense, our intention to apply the concepts of automatic discovery, selection, composition, orchestration, integration, invocation, execution monitoring, coordination, communication, negotiation, context awareness, etc (which were, so far, mostly related only to the Semantic Web-Services domain) to a more general “Semantic Web of Things” domain. Also we want to expand this list by adding automatic self-management including (self-*)organization, diagnostics, forecasting, control, configuration, adaptation, tuning, maintenance, and learning. In this project, we will naturally integrate the Ubiquitous Computing domain with such domains as Semantic Web, Proactive Computing, Autonomous Computing, HumanCentric Computing, Distributed AI, Service-Oriented Architecture, Security and Privacy, and Enterprise Application Integration. We will finish with a real prototype of the UBIWARE for industrial needs as a key toolset for future "Global Enterprise Resource Integration" (GERI) Platform. GERI should bring the following features to industrial partners: Openness, Intelligence, Dynamics, Self-Organization, Usability, ContextAwareness, Semantics, Proactivity, Interoperability, Adaptation, Integration, Automation, Security, and Privacy. Utilization of Semantic Web technology should allow: • Reusable configuration patterns for ubiquitous resource adapters; • Reusable semantic history blogs for all ubiquitous components; • Reusable semantic behavior patterns for agents and processes descriptions; • Reusable coordination, design, integration and composition patterns; • Reusable decision-making patterns; • • Reusable interface patterns; Reusable security and privacy policies. Utilization of Distributed AI technology should allow: • Proactivity and autonomic behavior • Communication, coordination, negotiation, contracting • Self-configuration and self-management • Learning based-on liveblog histories; • Distributed data mining and knowledge discovery; • Dynamic integration; • Automated diagnostics and prediction; • Model exchange and sharing. Utilization of Human-Centric approach enables us to consider human resources in four possible roles: • Human as UBIWARE user will get unique access to integrated and adapted services and information • Human as UBIWARE service provider will get support in online service provisioning and benefit as a servicing component in various business processes; • Human as UBIWARE resource will be able to get online care from integrated distributed resources and services; • Human as UBIWARE administrator will be able to launch and configure UBIWARE for a particular task. 3. Project Workpackages and Expected Results Research and development within this project will go to the following main directions (workpackages): 1. 2. 3. 4. 5. 6. 7. Core DAI platform design (UbiCore); Managing Distributed Resource Histories (UbiBlog); Smart Ubiquitous Resource Privacy and Security (SURPAS); Self-Management, Configurability and Integration (COIN); Smart Interfaces: Context-aware GUI for Integrated Data (4i technology); Mobile Peer-to-Peer Middleware (MP2P); Industrial cases and appropriate prototypes. 3.1. Core DAI Platform has to be designed to make each entity of the industrial Internet of things ubiquitous and smart in a sense that it can proactively sense, monitor and control own state, communicate with other entities, compose and utilize own and external experiences and functionality for intelligent self-diagnostics and self-maintenance. The platform should provide means for building systems that are flexible and consist of autonomous components, yet predictable in operation. Two important research directions, acknowledged in the literature, are: social level characterization of agent-based systems, and ontological approaches to coordination. The former direction presents the need for a better understanding of the impact of sociality and organizational context on an individual’s behavior and of the symbiotic link between the behavior of the individual agents and that of the overall system. In particular, it requires modeling behavior of an agent as being defined by the roles the agent plays in one or several organizations. The latter direction presents the need to enable agents to communicate their intentions with respect to future activities and resource utilization and to reason about the actions, plans, and knowledge of each other, in real time. The core DAI platform will provide a solution advancing into both directions and integrating them. 3.2. Managing Distributed Resource Histories is going to be a set of tools, which will support each distributed ubiquitous smart entity to collect and semantically markup own history during the life-cycle, to query when needed own history or external distributed histories of other entities, to integrate the histories, to make mining (utilizing intelligent data mining and machine learning techniques) of the histories to discover knowledge, and finally to manage acquired distributed knowledge. Recent advances in ubiquitous computing and ICT together with the rapid proliferation of information sources and services present unprecedented opportunities in integrative and collaborative analysis and interpretation of distributed, autonomous (and hence, inevitably semantically heterogeneous) data and knowledge sources and services in virtually every area of human activity. Fundamental advances in collaborative approaches to knowledge acquisition and data-driven decision making from distributed, autonomous, semantically heterogeneous data and knowledge sources require synergistic synthesis of research advances, insights, algorithms, and results in multiple areas of: Artificial Intelligence - especially machine learning, data mining, knowledge representation and inference, intelligent agents and multi-agent systems; Information Systems - especially databases, information integration, Semantic Web; and Distributed Computing and Software Engineering (e.g., serviceoriented computing). 3.3. SURPAS is going to be a consolidated framework for the security and privacy management in emerging new types of environments that are highly heterogeneous, dynamic, open, distributed, autonomous, etc based mainly on advances of Semantic Web, Agent Technologies and Ubiquitous Computing. The main components of SURPAS are the conceptual semantics of policies (model-theoretical semantics and ontologies), functionality of security mechanisms (functional semantics, algorithms, abstract architecture, reference implementation), adopting applications using and for different technologies (SOA, Agent Technologies, Web applications, etc) in different business domains (industrial maintenance, subcontracting management, smart house, etc). 3.4. Self-management, Configurability and Integration will cover the aspects of evolutionary and temporal changes on the platform as well as resource data integration and resource composition. In the dynamic environment every resource may modify its own characteristics either due to cyclic changes which are preprogrammed in the resource’s behavior or, because of adequate reaction (self-awareness) on the surrounding environment or internal changes, (e.g. web service performance optimization because of sudden load in order to optimize the profit). Changes in a resource’s behavior may influence business process chains, in which the resource is involved. Business process as a resource composition here is somewhat similar to service composition in SOA world; however, we need a well-defined resource configurability framework which will define clear mechanisms of configuration including contracting, re-negotiation and recomposition taking into account agent-driven proactivity and dynamics. 3.5. Smart Interfaces will be developed to support dynamic context-aware A2R (Agentto-Resource) interaction. It extends the vision of our former General Adaptation Framework by considering an interface (adapter) as a smart resource (i.e. proactive, agent driven, self-managed). Such interfaces will be able not only to translate one data format for another one (in our case from heterogeneous resource data format to agent understandable RDF-like format) but also intelligently select relevant features of the content to be sent from sender to receiver depending on current context. We will also study opportunities of M-Language (MIT Data Center) specifically designed to be a semantic mediator in ubiquitous communications. Additional requirement to smart interfaces (which is smart visualization) appears when the resource in A2R abbreviation is human, i.e. A2H. We are using our 4i technology (FOR EYE technology) to deal with that requirement. 4i is an ensemble of Platform Intelligent GUI Shell and visualization modules that provide context-dependent representation view of resource data and integration on two levels. These are: information (data) integration of the resources to be visualized; and integration of resource representation views with a handy resource browsing in different dimensions. The technology provides a mechanism for performing the interoperation and collaboration processes in handy and easy for human/expert way, possibility to perform autonomous agent-based resource communication via visualization module’s API. As an open environment for visualization module providers, it is a good base for different business models that can be built on it. 3.6. Mobile Peer-to-Peer Middleware will be developed for extending the scale of semantic resource discovery in UBIWARE towards also peer-to-peer discovery. Spontaneously forming networks between mobile devices can distribute information and these devices can work as a society of machines – a sort of enhanced social network. This is a new application for mobile devices and understanding the functioning of such a network is critical to producers of mobile devices, mobile operators and companies making software on these kinds of environments. MP2P networks also have higher requirements than what the current mobile devices can provide (short range radio technology, processing power, storage space and security). This creates a need to develop new functionalities to future mobile devices. Existing services can be enhanced with peer-to-peer technologies. Consider a centralized video-on-demand server, which mobile customers use as a fixed point to get videos to their mobile device. By adding P2P to the system the customers can just define what kind of a video they want and the query, by reaching not only one server, locates all matching videos on all servers providing larger variety on the content the customers can select from. At the same time the quality of the video streaming gets better, because some servers can provide the same video much closer to the mobile device than the centralized one would. During this project period we will develop several resource discovery algorithms for MP2P networks, study MP2P networks using prototypes, model and simulate the information diffusion in MP2P encounter networks. We will experimentally discover the critical amount of mobile devices needed to participate in the diffusion for reliable work of the system, and how fast the information can spread in such networks. This is important when designing different MP2P encounter network services. 3.7. Industrial Cases and Appropriate Prototypes will be developed to prove the research concepts and find fast ways of its industrial utilization. The prototypes of the UBIWARE as integration of the above workpackages at different levels of their readiness will be developed after each year of the project as UBIWARE 1.0, UBIWARE 2.0 and UBIWARE 3.0. In addition to these several particular cases from partner companies will be considered, designed and implemented based on the UBIWARE tools. Important input data to the project will be results of SmartResource Tekes project performed by our group during 2004-2006. See more information about SmartResource in: http://www.cs.jyu.fi/ai/OntoGroup/projects.htm . One of the most essential results of the SmartResource project was creation of the “Smart Resource Technology” for designing complex software systems. The technology allows considering each traditional system component as a “smart resource”, i.e. proactive, agent-driven, self-managing. For example, a system interface can be a smart resource in the same time, which has its own agent with semantically adapted sensors and actuators to the environment, history blog, commitments with other resources, semantic selfdescription, self-monitoring, self-diagnostics and self-maintenance activities, and all these guarantee high level of dynamism and flexibility to the interface. Such approach has definitely certain advantages comparably to other software technologies, which are integral parts of it, e.g. OOSE, SOA, Component-Based SE, Agent-Driven SE, Semantic SE, etc. This approach is also applicable to various conceptual domain models. For example, some domain ontology can be considered as a smart resource, which allows having multiple ontologies in the designed system and enable their interoperability, onthe-fly mapping and maintenance due to communication among corresponding agents. 4. International Cooperation We will also study emerging US initiatives of National Science Foundation, e.g. Global Environment for Network Innovations (GENI), see http://www.geni.net/ and another one is NSF Middleware Initiative (NMI), see http://www.nmi-edit.org/index.cfm . These are targeting the next generation of the Internet (hardware, networking, tools, etc.). Recent advanced applications of Google (e.g. Google Earth, Google Maps, Wikimapia, etc.), Intel’s Proactive Computing initiative and IBM’s Autonomous Computing vision will be incorporated to the UBIWARE. Project group agreed to cooperate with Massachusetts Institute of Technology (Data Center) on integration of their M-Language and Global RFID activities to UBIWARE project. Also University of Berkeley, California, agreed to cooperate with project group on user modeling of activity integrating various sensing (e.g. microphones, GPS, occupancy sensors, etc.) and building applications on top. Also we will cooperate with Prof. Matthias Jarke, Information Systems Group, RWTH Aachen University, Germany on security of mobile web service provisioning. We have also agreed to cooperate with Prof. Hiroshi Suito (Solid Waste Management Research Center, Okayama University, Japan) on Smart Interfaces for UBIWARE based on simulation, visualization and optimization of the content. We will continue cooperation with Prof. Gregory Levitin (Israel Electric Corporation and Technion) on risk management, reliability analysis and optimization in ubiquitous environments. Our ongoing cooperation with Kharkov National University of Radioelectronics (Ukraine) adds to the project unique experiences in intelligent information processing, machine learning and data mining. Also all other international contacts of Industrial Ontologies Group (VU Amsterdam, DERI Ireland/Austria, ITIN France, etc.) will be used for better project performance and quality. The project group will cooperate with research group of Prof. Perrti Saariluoma (University of Jyvaskyla) on usability issues with emphasis on humanMAS interaction, with research group of Prof Kimmo Salmenjoki (University of Vaasa) on process industry challenges for MAS and with other local international researchers and research groups. 5. Tekes Funding and Industrial Consortium Place for project research and development: Agora Center, University of Jyvaskyla. Possible Tekes programs: UBICOM, FENIX or Open Call. Project duration: 3 years (2007-2009). The estimated annual funding: 500 000 (100 000 – companies + 400 000 - Tekes), Estimated companies are: ABB Fingrid Metso Automation Metso Paper Metso Corporation Nokia TeliaSonera 6. Project Team Project Leader: Prof. Vagan Terziyan ([email protected]) Research group: Industrial Ontologies Group, Agora Center, University of Jyvaskyla ( http://www.cs.jyu.fi/ai/OntoGroup/index.html ). The project group consists of professional researchers and software developers belonging to the scientific school of Prof. Vagan Terziyan: Vagan Terziyan, PhD., 1984 (“Modeling Semantics for Natural Language Processing”), Dr. (Habil) Tech., 1993 (“Multilevel Knowledge Management Models and their Industrial Applications”). Olena Kaykova, PhD., 1989 (“Temporal and Spatial Aspects of Natural Language Processing”). Artem Katasonov, PhD., April 2006 ("Dependability Aspects in the Development and Provision of Location-Based Services"). Nataliya Kohvakko, PhD. Thesis topic: “Context Modeling and Utilization in Heterogeneous Networks” (ready end 2006). Dmytro Zhovtobrukh, PhD. Thesis topic: “Context-Aware Web-Service Composition” (ready end 2006). Oleksiy Khriyenko, PhD. Thesis topic: “Adaptive Semantic Web-Based Environment for Web Resources” (ready mid 2007). Anton Naumenko, PhD. Thesis topic: “Management of Access-Control Policy of an Alliance using Semantic Web” (ready mid 2007) Jani Kurhinen, PhD. Thesis topic: “Semantic Routing in Ubiquitous Networks” (ready end 2007). Mikko Vapa, PhD. Thesis topic: “Resource Discovery in Peer-to-Peer Networks” (ready end 2007). Sergiy Nikitin, PhD. Thesis topic: “Semantically-Configurable Web Services in Semantic Web Environments” (ready mid 2008) Yaroslav Tsaruk, PhD. Thesis topic: “Semantic Web based Management for Multiagent Systems” (ready end 2008). Andriy Zharko, PhD. Thesis topic: “Active Resources in Semantic Web” (ready mid 2008). Matthew Weber, PhD. Thesis topic: “Peer-to-Peer Distributed Artificial Intelligence” (ready end 2008). Annemari Auvinen, PhD. Thesis topic: “Topology Management Algorithms in Peer-toPeer Networks” (ready mid 2009). MSc. Yevgeniy Ivanchenko.