Applying Case-Based Reasoning, 1st Edition

Techniques for Enterprise Systems

Applying Case-Based Reasoning, 1st Edition,Ian Watson,ISBN9781558604629


Morgan Kaufmann



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Case-based reasoning (CBR) is an intelligent-systems method that enables information managers to increase efficiency and reduce cost by substantially automating processes such as diagnosis, scheduling and design. A case-based reasoner works by matching new problems to "cases" from a historical database and then adapting successful solutions from the past to current situations. Organizations as diverse as IBM, VISA International, Volkswagen, British Airways, and NASA have already made use of CBR in applications such as customer support, quality assurance, aircraft maintenance, process planning, and decision support, and many more applications are easily imaginable.

It is relatively simple to add CBR components to existing information systems, as this book demonstrates. The author explains the principles of CBR by describing its origins and contrasting it with familiar information disciplines such as traditional data processing, logic programming, rule-based expert systems, and object-oriented programming. Through case studies and step-by-step examples, he goes on to show how to design and implement a reliable, robust CBR system in a real-world environment. Additional resources are provided in a survey of commercially available CBR tools, a comprehensive bibliography, and a listing of companies providing CBR software and services.

Ian Watson

Ian Watson is Senior Lecturer in Intelligent Systems at the University of Salford in the United Kingdom, and one of the world's most active researchers in CBR. He became interested in CBR after realizing its promise for industrial applications and its comparative ease of implementation. He is a member of the Research Centre for the Built and Human Environment (BUHU), where he continues his investigations of intelligent-systems methodologies and object-oriented programming and maintains AI-CBR, the center for CBR information on the World Wide Web.

Affiliations and Expertise

University of Auckland

Applying Case-Based Reasoning, 1st Edition


Chapter 1: What Is Case-Based Reasoning?
1.1 Representing Information
1.2 Representing Data in a Computer
1.3 Object Databases
1.4 A More Powerful Representation
1.5 Rule-Based Expert Systems
1.6 The Limitations of Rules
1.7 Elephants Never Forget!
1.8 I've Got the Answer, What's the Question?
1.9 Summary
1.10 Further Reading

Chapter 2: Understanding CBR
2.1 The CBR-Cycle
2.2 A Short History of Case-Based Reasoning
2.3 Case-Based Reasoning Techniques
2.3.1 Case Representation
2.3.2 Indexing
2.3.3 Storage
2.3.4 Retrieval
2.3.5 Adaptation
2.4 Summary
2.5 Further Reading

Chapter 3: The Application of CBR
3.1 A Classification of Applications
3.1.1 Classification Tasks
3.1.2 Synthesis Tasks
3.2 CBR vs. Other Techniques
3.2.1 CBR and Information Retrieval
3.2.2 CBR vs. Statistical Techniques
3.2.3 CBR vs. Rule-Based Expert Systems
3.2.4 CBR vs. Machine Learning
3.2.5 CBR vs. Neural Networks
3.2.6 Summary of Technology Comparisons
3.3 Academic Demonstrators
3.3.1 Diagnosis
3.3.2 Planning
3.3.3 Legal Reasoning
3.3.4 Design
3.3.5 Analogous Reasoning
3.3.6 Arbitration
3.3.7 Adaptation
3.3.8 Tutoring
3.4 Summary
3.5 Further Reading

Chapter 4: Industrial Applications of CBR
4.1 Lockheed—CLAVIER
4.1.1 Case Representation
4.1.2 Case Retrieval
4.1.3 Case Adaptation
4.1.4 Implementation
4.1.5 Impact
4.2 Kaye Presteigne—Wayland
4.2.1 The Pressure Die Design Problem
4.2.2 Implementation
4.2.3 Case Retrieval
4.2.4 Case Adaptation
4.2.5 Benefits of Wayland
4.2.6 Summary of Benefits
4.3 British Airways—CASELine
4.3.1 The Problem
4.3.2 Implementation
4.3.3 Impact
4.4 Deloitte & Touche—Top Management Fraud
4.4.1 Implementation
4.4.2 Evaluation
4.4.3 User Evaluation
4.4.4 Summary
4.5 Summary
4.6 Further Reading

Chapter 5: CBR and Customer Service
5.1 Help-Desk Architecture
5.2 The Compaq SMART System
5.2.2 The Solution
5.2.3 SMART Implementation
5.2.4 Impact
5.3 Broderbund—The GizmoTapper
5.3.1 The Problem
5.3.2 The Solution
5.3.3 Implementation
5.3.4 Impact
5.4 Legal & General—SWIFT
5.4.1 The Problem
5.4.2 The Solution
5.4.3 Implementation
5.4.4 Impact
5.5 Summary
5.6 Further Reading

Chapter 6: CBR Software Tools
6.1 ART*Enterprise
6.2 Case-1
6.3 CaseAdvisor
6.4 CasePower
6.5 CBR3 (CBR Express, CasePoint, Generator, Tester, and CasePoint WebServer)
6.6 Eclipse—The Easy Reasoner
6.8 KATE
6.9 ReCall
6.10 ReMind
6.11 Other CBR Tools
6.11.1 CASUEL
6.11.2 CASPIAN
6.11.3 Recon
6.11.4 CBRWorks
6.11.5 Public Domain CBR Software
6.12 Summary
6.13 Vendor Information
6.14 Further Reading

Chapter 7: Building a Diagnostic Case-Base
7.1 The Problem
7.1.1 The Existing Records
7.1.2 Analyzing the Cases
7.1.3 Authoring the First Case
7.1.4 Scoring Questions
7.1.5 Creating Actions
7.1.6 Adding More Cases
7.2 Preparing the Case-Base for Use
7.4 Acquiring New Experiences as Cases
7.5 Using Rules
7.6 Summary
7.7 Further Reading

Chapter 8: Building, Testing, and Maintaining Case-Bases
8.1 Characterizing a Good Case-Base
8.1.1 Representative Cases
8.1.2 Case Distribution
8.2 Tool Support
8.3 Testing Case-Bases
8.3.1 Check Retrieval Accuracy
8.3.2 Check Retrieval Consistency
8.3.3 Check for Case Duplication
8.3.4 Check Case Coverage
8.3.5 Global System Verification Tests
8.4 Maintaining Case-Bases
8.4.1 Obtain Case Utilization Statistics
8.4.2 Repeat the Verification Tests
8.5 Summary
8.6 Further Reading

Chapter 9: Conclusion
9.1 Learning Review
9.2 Assumptions and Key Concepts
9.2.1 CBR Assumptions
9.2.2 Similarity Is the Key
9.2.3 Case-Bases Must Be Large to be Useful
9.2.4 CBR Is Just Hype
9.3 The Case for Case-Based Reasoning
9.3.1 Corporate Memory
9.3.2 Case-Based Expert Systems
9.3.3 Case-Based Information Retrieval
9.3.4 CBR Is a Complementary Technique
9.4 The Way Ahead
9.5 Further Reading

Chapter 10: Bibliography
10.1 Essential Readings
10.2 The Origins of CBR
10.2.1 History
10.2.2 Feasibility and Uses of CBR
10.2.3 Background and Review of CBR
10.3 CBR Techniques
10.3.1 Representation
10.3.2 Indexing
10.3.3 Memory Organization
10.3.4 Retrieval
10.3.5 Adaptation and Repair
10.4 Applied CBR
10.4.1 CBR Software Tools
10.4.2 CBR Demonstrators
10.4.3 Commercial Applications
10.5 Hybrid CBR
10.5.1 CBR and Analogy
10.6 Internet Information Sources
10.6.1 AI-CBR
10.6.2 CBR-MED
10.6.3 The European CBR Newsletter
10.6.4 Other Internet Sites
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