CBR

Case-based reasoning (CBR) is a family of artificial intelligence techniques, based on human problem solving, in which new problems are solved by recalling and adapting the solutions of similar past problems. CBR is an active area of research and has also been adopted by many companies such as AT&T, British Airways, Cisco, Daimler, Benz, Dell, GE, Intel, Lockheed, Nokia, Siemens, and Visa, to name but a few.

What is all the excitement about? What is CBR, how does it work, how is it applied, what research is ongoing to improve it? We'll discuss a range of topics—case representation, indexing and retrieval, similarity assessment, adaptation, and learning. The class will be run as a senior undergraduate / graduate research class, with a mix of lectures, paper readings, in-class discussions, and hands-on projects.

Recommended Texts (Optional):

J.L. Kolodner (1993). Case-Based Reasoning. ISBN 978-1558602373.
D.B. Leake (1996). Case-Based Reasoning: Experiences, Lessons, and Future Directions. ISBN 978-0262621106.
I. Watson (1997). Applying Case-Based Reasoning: Techniques for Enterprise Systems. ISBN 978-1558604629.

Additional Books (Optional):

R.C. Schank (1982). Dynamic Memory (Revisited 1999). ISBN 978-0521633987.
Proceedings of ICCBR (International Conference on CBR) and ECCBR (European Conference on CBR).

TA: Saurav Sahay

Projects:

Sep 8: Assignment 1
Sep 22: Assignment 1 due
Sep 24: Assignment 2 start (2 weeks)
Oct 8: Assignment 2 due
Oct 15: Term Project proposal due (1 week)
- See Fall 2009 Term Projects for current list of projects
- Last term's (Fall '07) project page: CBR Term Projects
- Idea Brainstorm: Write your ideas and vote on the ones you may want to join
Oct 30: Term Project interim milestone due (2 weeks)
Nov 17: Term Project final milestone due (3 weeks)
Nov 24 -Dec 3: Term Project presentations
Dec 9: Term Project final paper due (end of dead week)

Read How To Present A Paper for some ideas on how to approach the papers.

Schedule:

Foundations	Foundations
Tue Aug 25 Paper 1: JL Kolodner (1993), Chapters 1-3 of Case-Based Reasoning, Morgan Kaufmann Publishers, San Mateo, CA ch1 ch2 ch3 Presentation: Akash Shah ppt Critique: NAME Paper 2: A Aamodt & E Plaza (1994), Case-based reasoning; Foundational issues, methodological variations, and system approaches. AI Communications, 7(1):39-59 pdf Presentation: Parth Parekh Critique: Aayush Garg	Thu Aug 27 Paper 1: Gerd Kamp, Steffen Lange, Christoph Globig . Related Areas CBR Technology: From Foundations to Applications pdf Presentation: S B Harish Critique: Subhav Mital Paper 2: Enric Plaza (2008): Semantics and Experience in the Future Web. Advances in Case-Based Reasoning: 9th European Conference, ECCBR 2008. Proceedings. K. D. Althoff, R. Bergmann, M. Minor, A. Hanft (eds.), Lecture Notes in Artificial Intelligence, Vol. 5239, pp. 44-58. Springer. pdf Presentation: Bharathi Ravishanker Critique: Urjit Singh Bhatia
Foundations	Cognitive Model
Tue Sep 1 Paper 1: K Hammond (1996). CHEF: A model of case-based planning. In Proc. Thirteenth National Conference on Artificial Intelligence (AAAI-96), pp 261-271 pdf Presentation: Shirpaa Manoharan Critique: Mansi Sharma Paper 2: D Aha, D Kibler, & MK Albert (1991). Instance-based learning algorithms. Machine Learning, 6:37-66 pdf pdf with corrected page order Presentation: Subhav Mital Critique: Preetam B. Joshi	Thu Sep 3 Paper 1: RC Schank (1982, 1999), Chapters 1-3 of Dynamic Memory: A theory of learning in computers and people, Cambridge University Press, New York pdf Presentation: Urjit Singh Bhatia Critique: Abhishek Shroff Paper 2: JL Kolodner (1993), Chapter 4 of Case-Based Reasoning, Morgan Kaufmann Publishers, San Mateo, CA pdf Presentation: Hrishikesh Pathak Critique: Douglas Brooks
Cognitive Model	Representation
Tue Sep 8 Paper 1: D Gentner (1989), Mechanisms of analogical learning, in S Vosniadou & A Ortony (eds.), Simiarlty and Analogical Reasoning, Cambridge University Press, London, pp. 199-241 pdf Presentation: Aayush Garg Critique: Parth Parekh Paper 2: The Challenge of Knowledge Soup, John F. Sowa VivoMind Intelligence, Inc. pdf Presentation: Chien-Ming Huang Critique: Swaroop Butala	Thu Sep 10 Paper 1: JL Kolodner, Chapters 5-6 of Case-Based Reasoning, Morgan Kaufmann Publishers, San Mateo, CA pdf Ch 6 part1 pdf Ch 6 part2 pdf Presentation: Will Wagstaff Critique: Bharathi Ravishanker Paper 2: H Gomez-Gauchia, B Díaz-Agudo, & P Gonzalez-Calero (2004), Two-Layered Approach to Knowledge Representation Using Conceptual Maps and Description Logics, in AJ Canas, JD Novak, FM González (eds), Concept Maps: Theory, Methodology, Technology, Proc. First Intl. Conference on Concept Mapping, Pamplona, Spain pdf Presentation: Andres Cavieres presentation here Critique: Shreyansh P Gandhi
Indexing and Memory Organization	Indexing and Memory Organization
Tue Sep 15 Paper 1: RC Schank (1982, 1999), Chapters 6-9 of Dynamic Memory: A theory of learning in computers and people, Cambridge University Press, New York pdf Presentation: Ramkumar Critique: Sethuraman Krishnan Paper 2: BW Porter, R Bareiss, & RC Holte (1990), PROTOS: a unified approach to concept representation, classification and learning, Artificial Intelligence, 45(1-2) pdf Presentation: Dev Priya Critique: Akshit Proothi	Thu Sep 17 Paper 1: JL Kolodner (1983), Reconstructive Memory: A Computer Model, Cognitive Science 7:4 pdf Presentation: Radhika Shivapurkar Critique: Will Wagstaff Paper 2: J Schaaf, Fish and Shrink: A next step towards efficient case retrieval in large scaled case bases pdf Presentation: Urjit Singh Bhatia Critique: Shirpaa Manoharan
Similarity and Retrieval	Similarity and Retrieval
Tue Sep 22 Paper 1: Santiago Ontañón and Enric Plaza, On Similarity Measures Based on a Refinement Lattice. Lecture Notes in Computer Science, Case-Based Reasoning Research and Development pdf Presentation: Shantanu Gupta Critique: Ashwin Raghunathan Paper 2: A Beygelzimer, S Kakade, & J Langford, Cover trees for nearest neighbor pdf Presentation: Shantanu Gupta Critique: S B Harish	Thu Sep 24 Paper 1: Eyke Hüllermeier, Ilya Vladimirskiy, Belén Prados Suárez, and Eva Stauch: Supporting Case-Based Retrieval by Similarity Skylines: Basic Concepts and Extensions. Pp. 240-254 pdf Presentation: Mrunal Upadhyay Critique: Jiuguang Wang Paper 2: Ross Nicholson, Derek Bridge, and Nic Wilson: Decision Diagrams: Fast and Flexible Support for Case Retrieval and Recommendation. Pp. 136-150 pdf Presentation: Subhav Mital Critique: Shantanu Gupta
Analogy	Explanation
Tue Sep 29 Paper 1: J Carbonell (1993), Derivational Analogy in PRODIGY: Automating case acquisition, storage, and utilization, Machine Learning, 10(3):249-278, Special issue on case-based reasoning pdf Presentation: Ramakrishnan Presentation slides Critique: Abhishek Shroff Paper 2: P Cunningham, S Slattery (1993). Knowledge engineering requirements in derivational analogy. In First European Workshop on Case-based Reasoning, University of Kaiserslautern, pp 108-113 pdf Presentation: Hae Won Park Critique: Douglas Brooks	Thu Oct 1 Paper 1: A Aamodt (1994), Explanation-driven case-based reasoning. In S Wess, K Althoff, & M Richter (eds.), Topics in Case-based reasoning, Springer Verlag, pp 274-288 pdf Presentation: Douglas Brooks Critique: Swaroop Butala Paper 2: DB Leake, Abduction, Experience, and Goals: A model of everyday abductive explanation. Journal of Experimental and Theoretical Artificial Intelligence pdf Presentation: Andres Cavieres presentation here Critique: Radhika Shivapurkar
	Adaptation
Tue Oct 6 HOLIDAY on account of FALL BREAK	Thu Oct 8 Paper 1: H Munoz-Avila & MT Cox (2007). Case-Based Plan Adaptation: An analysis and review. To appear in IEEE Intelligent Systems pdf Presentation: Pengcheng Xiong Critique: Deepal Jayasinghe Paper 2: A Ram & AG Francis (1996), Multi-plan retrieval and adaptation in an experience-based agent. In DB Leake (ed.), Case-Based Reasoning: Experiences, Lessons, and Future Directions, AAAI Press pdf Presentation: Sethuraman Krishnan Critique: Deepak Zambre
Conversational CBR	Case Base Maintenance
Tue Oct 13 Paper 1: D Aha, LA Breslow, & H Munoz-Avila (2001). Conversational case-based reasoning. Applied Intelligence. Kluwer Academic Publishers pdf Presentation: Shreyansh P Gandhi Critique: Pranesh P Ranganathan Paper 2: K Ashley (1991). Reasoning with cases and hypotheticals in HYPO. International Journal of Man-Machine Studies, 34:753-796. Academic Press. pdf Presentation: Hrishikesh Pathak Critique: Hrishikesh Mantri	Thu Oct 15 Paper 1: DB Leake & DC Wilson (1998), Categorizing Case-Base Maintenance: Dimensions and directions. In Advances in Case-Based Reasoning: Proc. EWCBR-98, Springer-Verlag, Berlin pdf Presentation: Ramakrishnan Presentation here Critique: Ashwin Raghunathan Paper 2: DB Leake (2003), Dispatching Cases Versus Merging Case-Bases: When MCBR matters. In Proc. Sixteenth Intl. FLAIRS Conference on Artificial Intelligence (FLAIRS-2003), AAAI Press, pp 129-133 pdf Presentation: Hae Won Park Critique: Jiuguang Wang
Case Base Maintenance	Intersections with other fields
Tue Oct 20 Paper 1: DB Leake & DC Wilson. Remembering Why to Remember: Performance-guided case-base maintenance. pdf Presentation: Swaroop Butala Critique: Chien-Ming Huang Paper 2: B Smyth & M Keane (1995). Remembering to Forget: A competence-preserving deletion policy for case-based reasoning. In Proc. 14th Intl. Joint Conference on Artificial Intelligence (IJCAI-95), Montreal, Canada pdf Presentation: Siddharth Mehta Critique: Pranesh P Ranganathan	Thu Oct 22 Paper 1: (decision making) R Wheeler & S Aitken (2000). Multiple algorithms for fraud detection, Knowledge-Based Systems, 13(2-3):93-99 PDF Presentation: Preetam B. Joshi [Presentation here] Critique: Akash Shah Paper 2: (recommender systems) Barry Smyth , Case-Based Recommendation. P. Brusilovsky, A. Kobsa, and W. Nejdl (Eds.): The Adaptive Web, LNCS 4321, pp. 342–376, 2007. PDF Presentation: Hrishikesh Mantri Critique: Apurva Sharma ppt
Intersections with other fields	Intersections with other fields
Tue Oct 27 Paper 1: (robotics) A Ram & JC Santamaria (1997), Continuous Case-Based Reasoning, Artificial Intelligence, (90)1-2:25-77 pdf Presentation: Dev Priya Critique: Sung Hyun Park Paper 2: (planning) L McGinty & B Smyth (2001). Collaborative Case Based Reasoning: Applications in personalised route planning. In Proc. 4th Intl. Conference on Case-Based Reasoning (ICCBR-01), Vancouver, Canada. Lecture Notes in Artificial Intelligence, Springer pdf Presentation: Jiuguang Wang Critique: Hae Won Park	Thu Oct 29 Paper 1: (meta-reasoning) MT Cox & A Ram (1999), Introspective Multistrategy Learning: On the Construction of Learning Strategies, Artificial Intelligence, 112:1-55 pdf Presentation: Deepak Zambre Critique: Hrishikesh Pathak Paper 2: (multi-agent systems) S Ontanon & E Plaza (2007), Learning and joint deliberation through argumentation in multi-agent systems, Proc AAMAS-2007 pdf Presentation: Deepal Jayasinghe Critique: Pengcheng Xiong
Intersections with other fields	Intersections with other fields
Tue Nov 3 Paper 1: (expert systems) B Lopez & E Plaza (1993), Case-based planning for medical diagnosis, in J Komorowski & ZW Ras (eds.), Methodologies for Intelligent Systems. Springer-Verlag, pp 96-105 pdf Presentation: Ashwin Raghunathan Critique: Ramkumar Paper 2: (information retrieval) M Lenz, A Hubner, & M Kunze (1998), Textual CBR, Ch 5, Case-Based Reasoning Technology: From foundations to applications, Lecture Notes in Computer Science, Springer pdf Presentation: Pranesh P Ranganathan Critique: Hrishikesh Mantri	Thu Nov 5 Paper 1: (social search) Barry Smyth, Peter Briggs, Maurice Coyle and Michael P. O’Mahony. A Case-Based Perspective on Social Web Search. Lecture Notes in Computer Science, Case-Based Reasoning Research and Development pdf Presentation: Sung Hyun Park Critique: Chien-Ming Huang Paper 2: (business) SL Mansar & F Marir (2003). Case-based reasoning as a technique for knowledge management in business process redesign, Electronic Journal on Knowledge Management, 1(2):113-124 pdf Presentation: Mansi Sharma Critique: Andres Cavieres, Bharathi Ravishanker
Frameworks	Best Paper Awards
Tue Nov 10 Paper 1: I Watson, Chapter 6 of Applying Case-Based Reasoning pdf Presentation: Pengcheng Xiong Critique: Deepal Jayasinghe Paper 2: A Aamodt, Knowledge-intensive case-based reasoning in CREEK. In P Funk & PA Gonzalez Calero (eds.), Advances in case-based reasoning, Proc. ECCBR-04, Madrid, Spain. LNAI 3155, Spinger, pp. 1-15 pdf Presentation: Apurva Sharma Critique: Suman Manjunath	Thu Nov 12 Paper 1: Lisa Cummins and Derek Bridge: (2009) Maintenance by a Committee of Experts: The MACE Approach to Case-Base Maintenance. Pp. 120-134 pdf Presentation: Suman Manjunath Critique: Siddharth Mehta Paper 2: (recommender systems) C Baccigalupo & E Plaza (2007), A case-based song scheduler for group customised radio. In ICCBR-07, Belfast, Northern Ireland pdf Presentation: Akshit Proothi Critique: Ramakrishnan
Best Paper Awards	Term Project Presentations
Tue Nov 17 Paper 1: (rts games) DW Aha, M Molineaux, & M Ponsen (2005), Learning to win pdf Presentation: Apurva Sharma Critique: Akshit Proothi Paper 2: (case base maintenance) DB Leake & M Whitehead (2007), Case Provenance: The value of remembering case sources. In ICCBR-07, Belfast, Northern Ireland pdf Presentation: Siddharth Mehta Critique: Dev Priya	Thu Nov 19 Project Presentations signup: 1. Robot Bartender 2. Music Genie 3. Zeus
Term Project Presentations
Tue Nov 24 Project Presentations signup: 1. Xformer's 2. Stock Marketer's 3. Performance driven automatic system configuration	Thu Nov 26 Thanksgiving
Term Project Presentations	Term Project Presentations
Thu Dec 3 Project Presentations signup: 1. SpamAssassins 2. Text summarization using CBR 3. ACME	Tue Dec 8 Final Project Report Due Project Presentations signup: 1. SuperME 2. CBArch 3. Sword Fighting Robot

cbr_recommenders.ppt
CBR_Multiple_Algos.odp