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Multidimensional Ontology-Based Personalization Modeling for Automatic Generation of Mashups in Next-Generation Portals Fedor Bakalov University of Jena Birgitta Knig-Ries Andreas Nauerz IBM Research and Development Martin Welsch


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Multidimensional Ontology-Based Personalization Modeling for Automatic Generation of Mashups in Next-Generation Portals

Fedor Bakalov Birgitta König-Ries University of Jena Andreas Nauerz Martin Welsch IBM Research and Development

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Agenda

Introduction to mashups Mashup framework overview Domain model Task model User model Personalization model

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Introduction to Mashups

Mashup is a web application that combines

data and services from different sources into one integrated tool

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Existing Mashup Editors

Provide a GUI

environment to build and share mashups

Examples:

Microsoft’s Popfly Yahoo Pipes

Limitations:

Require a certain level of technical knowledge Time consuming

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Framework for Automatic Generation of Mashups

Goal – automatically generate

personalized situational mashups

Personalized – tailored to the needs of

individual users or a certain group of users

Situational – geared to a certain situation

(e.g. trip planning)

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Sample Mashup

Himalayas is a mountain range in Asia, separating the Indian subcontinent from the Tibetan
  • Plateau. Read more from Wikipedia
Himalayas is a mountain range in Asia, separating the Indian subcontinent from the Tibetan
  • Plateau. Read more from Wikipedia
Dalai Lama is the spiritual and political leader of the Tibetan people. Read more from Wikipedia Dalai Lama is the spiritual and political leader of the Tibetan people. Read more from Wikipedia

News article retrieved from http://www.msnbc.msn.com

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Mashup Framework

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Finance Domain Model

Defines concepts in financial domain Represented as an OWL ontology Reuses concepts from LSDIS Finance

Ontology and XBRL Ontology [LSDIS, XBRL]

Domain-specific concepts: FinancialTransation, BankStatement, Aquisition

Grounded on the Proton Upper Level Module

[Proton]

General concepts: Company, Address, Location

Defines fine-grained categorization of industry

sectors (partially based on the Yahoo Taxonomy)

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Task Model

Defines information-gathering actions that users

might want to take on the portal

Generic actions: getEncyclopediaArticle, getNews, getCompanyAddress Domain-specific actions: getStockQuotes, getCurrencyExchangeRates, getMarketStatistics

Actions are represented as ontological concepts

and described by their input and output parameters

getEncyclopediaArticle

  • Input data: concept, userInterest
  • Output data: encyclopediaArticle
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User Model

Reflects various user

features

Static part:

Date of birth Gender Mother tongue

Dynamic part:

Interests Expertise Represented as an overlay model

Domain Model Overlay User Model

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Representation of User Interests and Expertise

Attribute Description Example

concept

a concept from domain

  • ntology

http://www.finance.com/Banking# Interest

{not interested | partially interested | interested} {novice | average | expert}

interested expertise novice

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Membership Functions

Membership functions are used to determine the degree

  • f interest and expertise

User Interests

1 0.2 0.4 0.6 0.8 1 Concept Frequency Degree of Interest Not Interested Partially Interested Interested

User Expertise

1 0.2 0.4 0.6 0.8 1 Concept Frequency Degree of Expertise Novice Medium Expert

  • Numerator – number of occurrences of concepti

for userj

  • Denominator – total number of occurrences of

all concepts registered for userj

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Personalization Model

Specifies personalization rules that govern how the

mashup content is provided to the user

Personalization rule is represented in the ECA form:

  • n

(event) if (condition) then (actions)

Event denotes a situation when the user encounters a

certain concept in the text

Condition is a combination of user features and context

descriptors

Actions define the information gathering actions that

should be delivered to the user if the event occurs

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Multidimensional Representation of the Personalization Model

User Interests Document Concepts User Expertise

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Intersection of Dimensions

GetEncyclopeidaArticle GetEncyclopeidaArticle GetCompanyWebsite GetCompanyWebsite GetNews GetNews

Banking: novice Bank Banking: interested Document Concepts User Interests User Expertise

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Arbitrary Number of Dimensions

User Interests Document Concepts User Expertise User Demographic Characteristics Location Device

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Inheritance of Personalization Rules

User Interests Document Concepts User Expertise

Bank Credit Union Exchange Ministry Financial Organization Organization Intet-t Ban. ATM Credits Credits Banking Finance Accounting Government Organization … ...

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Inheritance of Personalization Rules

User Interests Document Concepts User Expertise

Bank Credit Union Exchange Ministry Financial Organization Organization Intet-t Ban. ATM Credits Credits Banking Finance Accounting Government Organization … ...

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Inheritance of Personalization Rules

User Interests Document Concepts User Expertise

Bank Credit Union Exchange Ministry Financial Organization Organization Intet-t Ban. ATM Credits Credits Banking Finance Accounting Government Organization … ...

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Inheritance of Personalization Rules

User Interests Document Concepts User Expertise

Bank Credit Union Exchange Ministry Financial Organization Organization Intet-t Ban. ATM Credits Credits Banking Finance Accounting Government Organization … ...

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Conclusion

Augmenting the portal content with

background information and related content through mashups

Multidimensional ontology-based

approach to personalization modeling for automatic generation of mashups

The approach is currently being

prototypically implemented in IBM’s WebSphere Portal

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Q Questions

uestions

& &A

Answers

nswers