# whats_hot_in_casebased_reasoning__d481bd3a.pdf What's Hot in Case-Based Reasoning Ashok K. Goel1 and Belen Diaz-Agudo2 1School of Interactive Computing, Georgia Institute of Technology, Atlanta, Georgia, US 2Computer Science Faculty, Complutense University, Madrid, Spain goel@cc.gatech.edu; belen@ucm.es Abstract Case-based reasoning addresses new problems by remembering and adapting solutions previously used to solve similar problems. Pulled by the increasing number of applications and pushed by a growing interest in memory intensive techniques, research on case-based reasoning appears to be gaining momentum. In this article, we briefly summarize recent developments in research on case-based reasoning based partly on the recent Twenty Fourth International Conference on Case-Based Reasoning. Introduction Case-based reasoning (CBR) addresses new problems by remembering and adapting solutions previously used to solve similar problems (Kolodner 1993; Riesbeck & Schank 1989). CBR is an approach to understanding intelligence that is based on two tenets about the nature of the world: problems tend to recur, and similar problems have similar solutions. When the two tenets hold, CBR is an effective reasoning strategy (Leake 1996). Much of the original inspiration for the CBR approach to understanding intelligence came from the role of memory and remindings in human cognition (Schank 1983). CBR is both a theory for modeling how people use memory to solve problems and a theory of we can design machines that use past experiences to address new situations (Kolodner 1993). CBR is also a theory of skill and knowledge acquisition (Sussman 1975) that overcomes some of the traditional bottlenecks of expert systems. In CBR, the solution to each new problem becomes the basis for a new case, available to be learned and stored in memory for potential reuse in future despite the utility problem (Smyth & Keane 1995). Thus, CBR favors incremental learning from experience Copyright 2017, Association for the Advancement of Artificial and acquisition of expertise rather than exhaustive extraction of domain knowledge. CBR also differs from traditional approaches to machine learning. For example, it differs from the k-nearest neighbors family of methods for classification because it encompasses adaptation and reasoning in addition to reminding and retrieval. It also differs from so-called transfer learning in that CBR seeks to learn from a small set of examples and favors lazy learning that takes into account the target problem into the process of learning. CBR is much closer to analogical reasoning. However, CBR typically assumes that memory is massively populated so that, given a new problem, memory can supply a very similar past case containing an almost correct answer to the new problem. In contrast, analogy encompasses cross-domain transfer of knowledge abstractions between semantically distant domains. CBR is a general methodology for building AI agents, not a specific technology (Watson 1999). According to this methodology (Aamodt & Plaza 1994; de Mántaras et al. 2015) to address a new situation, the intelligent agent first retrieves similar experiences about similar situations from the memory, then reuses a past experience in the context of the new situation, next reviews the new solution, and finally retains the new experience in memory. Research on CBR over the years has led to a large number of applications (Lenz et al. 1998) in a variety of domains ranging from recommender systems (Bridge et al. 2005), to design (Goel & Craw 2005), education (Kolodner et al. 2005), and law (Rissland & Ashley 2005). According to (Smith 2016), CBR has led to more practical applications than any other AI family of techniques with the exception of expert systems and machine learning. IBM s Watson system (Ferruci et al. 2010) is a famous example of the power of memory-based reasoning. Proceedings of the Thirty-First AAAI Conference on Artificial Intelligence (AAAI-17) New Developments in CBR Research Research on CBR appears to be gaining momentum because of several reasons: new applications, for example, in knowledge discovery and interactive robotics (Fitzgerald et al. 2015; Floyd et al. 2008; Homem et al. 2016), a closer alliance with research on analogy (Coman & Kapetanakis 2016) and creativity (Kendall-Morwick 2015), and a renewed interest in conversational systems (Aha et al. 2001) (Gu & Aamodt, 2005), and trust and explanation (Floyd & Aha 2016, Leake & Mc Sherry 2005, Goel & Murdock 1996). Thus, CBR research recently has led to several reviews (de Mantaras et al. 2005), books such as (Lopez 2013) and (Richter & Weber 2013), as well as several tools for building CBR systems such as IUCBR (Bogaerts & Leake 2005), j COLIBRI (Diaz-Agudo et al. 2007) and my CBR (Stahl & Roth-Berghofer 2008). We highlight the following developments in recent CBR research based in part on the presentations and discussions at the Twenty Fourth International Conference on Case Based Reasoning (Goel, Diaz-Agudo & Roth-Berghofer 2016) and affiliated workshops (Coman & Kapetanakis 2016) held at Georgia Institute of Technology from October 31 to November 2, 2016: Novel approaches to similarity and retrieval (Homem et al. 2016). Similarity and retrieval are among the core constructs in CBR. Recent work uses qualitative measures for similarity and retrieval in the context of robot soccer. Advances in adaptation strategies. Case reuse, adaptation and combination have been major lines of research in CBR. Recent proposals include discovering adaptation rules from big data (Jalali & Leake 2015) and retrieving adaptable cases (Bergmann et al. 2016). Textual case-based reasoning (Sizov et al. 2015; Weber et al. 2005). In textual case-based reasoning are in the form of unstructured texts. One question here is how extract structured cases from tests. Diagrammatic case-based reasoning in which the cases are in the form of images such as drawings or diagrams. One issue here is to how retrieve and reuse diagrammatic representations of cases (Yaner & Goel 2005). Use of case-based reasoning in creativity, for example, by combining elements from multiple cases. See (Kendall-Morwick 2015) for proceedings of the ICCBR-2015 workshop on creativity. Case generation, knowledge discovery, learning and maintenance of big case bases. See (Coman & Kapetanakis 2016) for proceedings of the ICCBR2016 workshop on knowledge discovery. Relationship between case-based reasoning and analogical reasoning. Again see (Coman & Kapetanakis 2016) for proceedings of the ICCBR2016 workshop on computational analogy. Domain independent techniques and tools such as IUCBR (Bogaerts & Leake 2005), j COLIBRI (Diaz-Agudo et al. 2007), and my CBR (Stahl & Roth-Berghofer 2008) for constructing case-based systems. Hybrid approaches for the different CBR processes, including logic, commonsense reasoning, temporal reasoning, Bayesian networks, machine learning, and deep learning. Explanation, transparency and trust of the reasoning results based on the underlying examples (Floyd & Aha 2016; Leake & Mc Sherry 2005). Successful applications in a wide variety of domains, including planning, induction, classification, decision support, recommender systems, help desks, legal, health, cooking, games, pattern recognition, natural language processing, vision, robotics, design, education, smart homes and smart cities. Challenges in CBR Research The discussions at the Twenty Fourth International Conference on Case-Based Reasoning and affiliated workshops also helped identify several challenges for research on CBR: Case acquisition from raw data, including texts and diagrams; ontologies, generalizations, heterogeneous and multimedia data. CBR as a cognitive approach to big data; AI with largescale memories. Cognitive aspects of CBR; modeling of human cognition. CBR and computational analogy; similarities, bridges. CBR and computational creativity; combination of multiple cases. Novel applications of CBR, especially in knowledge discovery and robotics. Explainability of CBR systems; CBR is an AI technique that can support interactive explanations for users, including both the proposed solution and the reasoning process itself. Development, distribution and widespread use of tools for building CBR systems. Aamodt, A., & Plaza, E. 1994. Case-based reasoning: Foundational issues, methodological variations, and system approaches. AI Communications 7(1):39 59. Aha, D., Breslow, L., & Munoz-Avila, H. 2001. Conversational case-based reasoning. Applied Intelligence 14(1): 9-32. Aha, D. 1998. The omnipresence of case-based reasoning in science and application. Knowledge-Based Systems 11(56): 261 273. Bergmann, R., Müller, G., Zeyen, C., & Manderscheid, J. 2016. Retrieving adaptable cases in process-oriented case-based reasoning. In Procs 29th International FLAIRS Conference, pp. 419 424. Bogaerts, S., & Leake, D. 2005. Increasing AI project effectiveness with reusable code frameworks: A case study using IUCBRF. In Procs FLAIRS-2005, pp. 2 7. Bridge, D., Goker, M., Mc Ginty, L., & Smyth, B. 2005. Casebased recommender systems. Knowledge Engineering Review 20(3): 315-320. Coman, A., & Kapetanakis, S. (editors) 2016. Procs. ICCBR2016 Workshops. de Mántaras, R., Mc Sherry, D., Bridge, D., Leake, D., Smyth, B., Craw, S., Faltings, B., Maher, M.; Cox, M.; Forbus, K.; Keane, M.; Aamodt, A., & Watson, I. 2005. Retrieval, reuse, revision and retention in case-based reasoning. Knowledge Engineering Review 20(3):215 240 Díaz-Agudo, B.; González-Calero, P. A.; Recio-García, J. A.; and Sánchez, A. 2007. Building CBR systems with j COLIBRI. Special Issue on Experimental Software and Toolkits of the Journal Science of Computer Programming 69(1-3):68 75. Ferruci, D. Brown, E., Chu-Carroll, J., Fan, J., Gondek, D., Kalyanpur, A., Lally, A., Murdock, J.W., Nyberg, C., Prager, J., Schlaefer, N., & Welty, C. 2010. Building Watson: An Overview of the Deep QA Project. AI Magazine 31(3): 1-21. Fitzgerald, T., Mc Greggor, K., Akgun, B., Thomaz, A., & Goel, A. (2015) Visual case representation for learning from skill demonstrations. In Procs. ICCBR-2015, LNCS 9343: 119 133. Floyd, M., & Aha, D. 2016. Incorporating transparency during trust-guided behavior adaptation. In Procs. ICCBR-2016, pp.124 138. Floyd, M., Esfandiari, B., & Lam, K. 2008. A case-based reasoning approach to imitating Robo Cup players. In Procs. FLAIRS-2008: 251-256. Goel, A., & Craw, S. (2005) Design, innovation and case-based reasoning. Knowledge Engineering Review 20(3):271-276, 2005. Goel, A., Díaz-Agudo, M., & Roth-Berghofer, T. (editors) 2016. Case-Based Reasoning Research and Development - 24th International Conference (ICCBR-2016), Atlanta, GA, USA, October 31 - November 2, 2016, Procs, LNCS 9969. Springer. Goel, A., & Murdock, J.W. 1996. Meta-Cases: Explaining casebased reasoning. In Procs. ECCBR-1996, LNAI 1168: 150-163. Gu, M., & Aamodt, A. 2005. A knowledge-intensive method for conversational CBR. In Procs. ICCBR 2005, pp. 296-311. Homem, T., Perico, D., Santos, P., Bianchi, R., & de Mántaras, R. 2016. Qualitative case-based reasoning for humanoid robot soccer: A new retrieval and reuse algorithm. In Procs. ICCBR- 2016, pp. 170-185. Jalali, V., & Leake, D. 2015. CBR meets big data: A case study of large-scale adaptation rule generation. In Procs., ICCBR-2015, pp. 181 196. Kendall-Morwick, J. (editor) 2015. Procs. ICCBR-2015 Workshops, Vol. 1520 of CEUR Workshops. CEUR-WS.org. Kolodner, J. 1993. Case-Based Reasoning. Morgan Kaufmann. Kolodner, J., Cox, M., & González-Calero, P. 2005. Case-based reasoning-inspired approaches to education. Knowledge Eng. Review 20(3):299 303. Leake, D., & Mc Sherry, D. 2005. Introduction to the special issue on explanation in case-based reasoning. Artificial Intelligence Review. 24(2):103 108. Leake, D. (editor) 1996. Case-based reasoning: Experiences, lessons, and future directions. AAAI Press/MIT Press. Lenz, M., Bartsch-Sporl, B., Burkhard, H., & Wess, S. (editors) 1998. Case-based reasoning technology: From foundations to applications, LNCS Vol. 1400, Springer. Lopez, B. 2013. A concise introduction to case-based reasoning. Synthesis lectures on AI and ML. Morgan & Claypool. Richter, M., & Weber, R. 2013. Case-based reasoning A textbook. Springer. Riesbeck, C., & Schank, R. 1989. Inside case-based reasoning. Erlbaum. Rissland, E., & Ashley, K. 2005. Case-based reasoning and law. Knowledge Engineering Review 20(30: 293-298. Schank, R. 1983. A theory of remindings in computers and people. Cambridge University Press. Sizov, G., Ozturk, P., & Aamodt, A. 2015. Evidence-driven retrieval in textual CBR: Bridging the gap between retrieval and reuse. In Procs. ICCBR-2015, pp. 351 365. Smith, R. 2016. A quarter century of AI applications. Englemore Award Invited Talk, IAAI-2016, Phoenix, 2016 (http://www.reidgsmith.com/2016-0215_Engelmore_Lecture.pdf). Smyth, B., & Keane, M. 1995. Remembering to forget: A competence-preserving case deletion policy for case-based reasoning systems. In Procs. IJCAI-95, Vol II, pp. 377-383. Stahl, A., & Roth-Berghofer, T. 2008. Rapid prototyping of CBR applications with the open source tool my CBR. In Procs. ECCBR 2008, LNAI 5239, Springer-Verlag. Sussman, G. 1975. A computer model of skill acquisition. New York: Elsevier. Watson, I. 1999. Case-based reasoning is a methodology not a technology. Knowledge Based Systems 12(5-6):303 308. Weber, R., Ashley, K., & Bruninghaus, S. 2005. Textual casebased reasoning. Knowledge Engineering Review 20(3): 255-260. Yaner, P., & Goel. A. 2006. Visual analogy: Viewing retrieval and mapping as constraint satisfaction. Applied Intelligence 25(1):91-105.