DYU@NCCIBM1.BITNET (06/14/89)
The Heuristic, newsletter of the IEEE Task Force on Expert Systems vol. 1, issue 1, Summer 1989 BITNET DYU@NCCIBM1 [This is the full text for the first newsletter of the IEEE Computer Society Task Force on Expert Systems] ----- MASTHEAD ----- About our Name... We have chosen THE HEURISTIC as the title of the Task Force on Expert Systems Newsletter. Not only does this reflect that expert systems are tools for applying heuristics, but also that the Task Force is an organization for discussing heuristics about expert systems in practice. Editor: Rodger Knaus, (202) 966-2582 Research and reporting: Sandra Hoffman, (202) 226-6849 Layout and Design Joe Hooper, Lori Rottenberg Distribution Judy Lamont Deadline for the Fall '89 issue: Aug. 1, 1989 Send newsletter contributions to: Rodger Knaus, Instant Recall, 5900 Walton Rd., Bethesda, Md. 20817. Preferred format: a machine-readable file, either an ASCII file on a 5.25 IBM-PC/AT diskette, or an upload on the Instant Recall BBS. (301)-983-8439 BBS info: Up during business hours and some other times; runs under RBBS at 300 to 2400 baud, with 8 data bits, 1 parity bit and null parity. This BBS is for file transfer, NOT for general messages. ----- NEXT MEETING ----- The next meeting of the IEEE Task Force on Expert Systems will be July 25, 9-11 a.m., at the American Management Society (AMS). After a 20-min. business meeting, several speakers will present expert systems applications in their organization. AMS is located in Roslyn, VA (in the Washington, D.C. metropolitan area) at 1777 N. Kent St., 2 blocks from the Roslyn Metro stop. ----- EDITORIAL ----- Welcome to the IEEE Task Force on Expert Systems. Maybe your reaction was like mine: What is a Task Force on Expert Systems anyway, and who needs one? There are already too many conferences and publications on compters, and expert systems in particular. Why have more? I saw one possible answer at "On the Art of Fixing a Shadow: 150 Years of Photography." Since photography is 5 times older than expert systems, its path as a technology suggests how expert systems may evolve. The first photographers built their own cameras, made their own film, and printed their own pictures. Camera and film science dominated the early years of photography. However, as the basic technology matured, craft displaced science as the prime concern of photographers. Today, photographers use cameras, film and expertise to create images for people. In a similar transition, knowledge engineers are emerging as craftspersons who use hardware, software and skill to create decision tools for people. Photography could not exist without lens design and film chemistry; architecture could not exist without structural engineering; and knowledge engineering could not exist without successful and continuing expert systems research. However, like architecture and photography before it, knowledge engineering today is a design rather than a research activity. The concerns of the knowledge engineer are those of a designer rather than a scientist. The knowledge engineer is an architect of software, with the architect's concern for building something on time and within budget, meeting the current and future needs of the client, and creating an esthetically pleasing environment where form reflects function. This is where the Task Force comes in. The Task Force is a forum for knowledge engineers to * see and present current work * discuss new tools and techniques * learn how things worked in practice. Our focus is on how things work in the field rather than in the lab; on the lifecycle rather than the idea and prototyping stage; on the complete system rather than the isolated design attribute; and on design and architecture rather than basic science and engineering. The Task Force plans meetings and conferences about expert systems in practice. We plan standards that may eventually help expert systems communicate. The nature and direction of the Task Force depends on you, the working knowledge engineer. Our newsletter also will become what you make it. Do you have a more graceful name for the organization than IEEE Task Force on Expert Systems? I'll publish a list of the best suggestions in the next newsletter. Did an expert system application turn out unexpectedly good or bad, easy or hard? Write it up for our "How Did it Work" column. Was there an event of interest in your area? Share it with the Task Force nationally in a newsletter article. This is your organization. We invite and welcome your participation. ----- MESSAGE FROM THE CHAIR ----- by: Dan Yurman 202-475-6754 BITNET DYU@NCCIBM1 Welcome to the Task Force on Expert Systems The IEEE Computer Society announces the formation of a Task Force on Expert Systems Applications. The purpose of the Task Force is to support interest in the development and use of expert systems applications. The IEEE Computer Society, which has over 100,000 members worldwide, authorized the creation of the Task Force at a meeting of its Technical Activities Board (TAB) held March 2nd in San Francisco, CA. The objectives of the Task Force are to improve the abilities of organizations and individuals to work with expert systems technologies. The Task Force will sponsor activities at the national and international levels, but also support local events. The Task Force will publish a newsletter, exchange electronic mail, provide speakers for conferences, organize tutorials, symposiums, and convene meetings on standards either on its own initiative or jointly with other IEEE Computer Society functions. The Importance of Expert Systems MIS and end users are experiencing an explosion of interest and activity in expert systems applications in almost all sectors of business, government, and education. This is taking place due to the wide distribution of expert system shells on personal computers and workstations. It is a remarkable change in the field of artificial intelligence in which developers usually rely on specialized computer platforms and programming languages. Expert systems are the most mature and resilient products to emerge from the AI community, and they are being adopted by corporations and government departments to improve productivity. They are doing this because the applications of expert systems to specific knowledge intensive systems return high yields. Success stories for expert systems are more common now than two years ago. A current estimate is there are 2,000 operational expert systems and 80% of them on running on personal computers. The Value of the Task Force The greatest value which will be derived from participating in the Task Force will come from regular discussions among Task Force participants. In some ways, this will resemble the informal interactions of a user group. In other ways it will compliment many of the professional activities of the IEEE Computer Society. Within these broad themes, there are many diverse interests, including business activities such as banking and finance, manufacturing and service functions, medical practice, government functions, including the military, and education. These interests will be addressed through locally sponsored and nationally significant activities including conferences, workshops, lectures, a newsletter, and other appropriate mechanisms. Membership All meetings of the Task Force are be open to the public and will be announced ahead of time in the news media. Anyone who has an interest in the objectives of the Task Force is invited to attend its functions and participate in its activities. Membership in the IEEE Computer Society is not required to attend our meetings. Since the Task Force is oriented toward development and use of expert systems applications, we expect and encourage the interest of vendors of computer hardware, software, and services. Future activities of the Task Force will be developed consistent with the goals and objectives of the IEEE Computer Society. First Meeting On April 21, 1989, the Task Force held it's kickoff meeting in Washington, DC. A total of 61 people attended the session. The meeting was held at the Departmental Auditorium of the Internal Revenue Service through the good offices of Ted Rogers, Director of the IRS Artificial Intelligence Center. The Task Force created and staffed five Vice-Chair positions: Standards, Conferences, Communications, Industry Relations, and Local Meetings. We have two vacant vice chair positions - treasurer and membership. Here is what they do. Treasurer: Responsible for keeping track of Task Force finances, for fund raising including setting up a means to cover costs, and solicitations of "in kind" contributions. Membership: Responsible for developing and implementing a membership recruitment campaign for the Task Force working at the national level. Works with other Vice-Chairs to carry out these functions. More than 400 people have expressed an interest in the Task Force. These names have been submitted to the TAB Coordinator for creating of a mailing list. Publicity about the Task Force has appeared in several computer trade publications and approximately 60 people called for more information as a result. Texas Instruments Corp. provided a mailing list of people who attended their AI Satellite Symposium last November, and the company is planning to provide publicity about the Task Force in an upcoming newsletter. Press releases were sent to IEEE Expert and IEEE Computer Magazine. Persons desiring to be placed on the mailing list should send their name and address to: Task Force on Expert Systems c/o TAB Coordinator IEEE Computer Society 1730 Massachusetts Ave. NW Washington, DC 20036 ----- CONTACTS ----- IEEE Task Force Contacts Who to contact: To be put on the Expert Systems Task Force mailing list: TAB Coordinator IEEE Computer Society 1730 Mass Ave. NW Washington, DC 20036 For Task Force sponsorship of local activities: Chair, IEEE Expert Systems Task Force Other: The appropriate chair, from the list below. Chair: Dan Yurman Task Force on Expert Systems c/o TAB Coordinator IEEE Computer Society 1730 Mass Ave. NW Washington, DC 20036 (202) 475-6754 (9-5 EST) MCI Mail: 364:1277 IEEE C.S. Comp-Mail: CMP5845 BITNET DYU@NCCIBM1 Vice Chair for Communications Sandra Hoffman Congressional Budget Office 2nd & D, SW, Rm. 450 Washington, D.C. 20515 (202) 226-2775 Vice Chair for Conferences Jerry Feinstein Phase-Linear Systems/ICF 9300 Lee Highway Fairfax, VA 22031 (703) 934-3280 Vice Chair for Industry Relations Joseph Schmuller CDM Federal Programs Corp. 13135 Lee Jackson Highway Fairfax, VA 22033 (703) 968-0900 Vice Chair for Meetings Randy Manner American Management Systems 1777 N. Kent St. Arlington, VA 22209 (703) 841-6849 Vice Chair for Standards Capt. Dave Howell Artificial Intelligence Program Management Office U.S. Air Force Logistics Command HQ AFLC/MM-AI Wright Patterson AFB Ohio 45433 (513) 257-2571 HOWELL@WPDIS01.ARPA Vice Chair for Membership: vacant - contact the TAB coordinator Treasurer: vacant - contact the Chair Newsletter Editor Rodger Knaus Instant Recall 5900 Walton Rd. Bethesda, Md. 20817 (301) 530-0898 BBS: (301) 983-8439 ----- LOCAL ----- Local events and meetings are one of the most important ways in which expert systems professionals can exchange information and grow professionally. The IEEE Task Force on Expert Systems will sponsor local events about expert systems applications, provided that these events are appropriate to a professioal organization under IEEE's guidelines; what this means in practice is that sponsored events are of interest to expert systems professionals and are not vehicles for sales and marketing activities. To obtain Task Force sponsorship of an event, contact the Chair, Dan Yurman, at (202) 475-6754. ----- INDUSTRY ----- Joseph Schmuller Expert Systems Team CDM Federal Programs Corporation Fairfax, VA Our objective, broadly stated, is to liaison with industry -- to get industry involved with the activities of the Task Force. We started by analyzing the world that we will liaison with, and distinguished first between "Industrial Expert Systems" and the "Expert Systems Industry" -- in other words, between consumers of Expert Systems technology and vendors of the technology. Both consumers and producers can be represented by a 2 X 2 matrix. Consumers may be either public or private sector, and either "system developers" or "system users" (we recognize that these two roles are not necessarily mutually exclusive). Our "Consumers" matrix, then, encompasses "Sector" (Public and Private) and "Role" (Developer and User). As we contact members of the Consumer community, two questions will be answered: How is the technology being used? How can the Task Force help users of the technology? Now, let's look at the "Vendors" matrix. Manufacturers of Expert System Tools necessarily distinguish between applications that reside on Personal Computers and those that reside on larger platforms, and they design their tools accordingly. Our Group will establish connections with vendors from both arenas. Another distinction is between hardware tools and software tools. Thus, our "Vendors" matrix is defined by "Platform" (PC and non-PC) and "Type of Tool" (Hardware and Software). Our contacts with the Vendor Community will result in reviews of new products. We are also interested in influencing the development of future products. Committees In order to carry out Group objectives, we'll have four committees, and these committees reflect the aforementioned analysis. I've selected three committee chairpersons (the fourth is yet to be named), and I'll work with them to find members for each committee. The committee members will initiate contacts with the Consumer and Vendor Communities, and the appropriate chairperson will co-ordinate these contacts. For the Consumer Community, Don Ramsey (of the law firm of Sutherland, Asbill, and Brennan) will chair the Private Sector Committee, and Bruce Ramsay (of the IRS) will chair the Public Sector Committee. I'll work with Don and Bruce to find at least four members for each committee. Each committee member will contact either users of Expert Systems or developers of Expert Systems. The purpose of the contacts is to find out the types of systems being developed, who is doing the development, and how Expert Systems are being used within a particular organization. For the Vendor Community, Rod Pitts (of the AI Special Interest Group of the Capital Area PC Users Group) will chair the PC-based Tools Committee. At present, the chairperson of the Non-PC Tools Committee is unnamed. I'll work with Rod and the fourth chairperson to find at least four members for each committee. Each committee member will contact vendors of hardware or vendors of software. The contacts will be for the purpose of finding out about new releases and for receiving review copies of products. Each committee member will review the products that he or she receives. My thanks to Don, Bruce, and Rod! Meetings I plan to hold chairpersons' meetings in odd-numbered months and Industry Relations Group Meetings in even-numbered months. At each chairpersons' meeting, we will identify a speaker or set of speakers for the subsequent Industry Relations Group meeting. The speakers will be drawn from the Consumer and Vendor Communities. At our chairpersons' meetings, we will also begin to organize poster sessions, presentations, and other events for meetings of the entire Task Force. To facilitate the production of these events, the Vice Chairman and the committee chairpersons will ask for the help of Group members who are not members of any of the four committees. ----- CONFERENCE ----- FAST START ON CONFERENCES PLANNING by Jerry Feinstein, Chair, Conference Working Group ICF/Phase Linear tel. 703-934-3280 fax. 703-934-9740 The Conference Working Group met on 4/21/89 to develop a plan for identifying and implementing its activities. Our long-range goal is to establish a yearly conference that would focus on expert systems with an emphasis on the user and manager. A more immediate goal is to establish informal workshops where managers and system builders could discuss lessons learned, successful approaches used elsewhere, etc. The Conference Group identified a number of 'interest areas' around which might spring ideas for workshops, tutorials, and tracks for future conferences: knowledge acquisition; validation, verificaiton, and testing; project management and implementation of E.S.; business applications of E.S; PC-based E.S.; statistical applications; and standards. These topical groupings are open to change and expansion, guided by the interests of the Task Force at large. People are free work on as many groups as their time and interests permit. For the future, the Conference Working Group selected MANAGING AN EXPERT SYSTEM PROJECT/PROGRAM as a general theme that could develop into workshops or conferences.ed From this theme, tracks, tutorials, and topics would flow logically and almost sequentially. From the theme, we developed a preliminary structure based on input from our group. We call this structure preliminary because its purpose is to provide a point of departure or skeleton on which others in our Task Force may build. Staffing an E.S. Group Selecting the Right Application Selecting Appropriate Shells Cost-Justifying E.S.s Managing the Development Institutionalization Finding a Project Champion Developing User Groups Validation Measuring Productivity Maintenance ----- COMMUNICATIONS ----- NEWSLETTER STARTED, BBS PLANNED The Communications Committee has been busy with the first issue of a planned quarterly newsletter. Publication of each issue will be around the start of a season (e.g. June 15 for the first issue). Under the guidance of our chair, Sandra Hoffman, the newsletter has been a pipelined effort, with reporting by Sandra Hoffman, editing by Rodger Knaus, design and layout by Joe Hooper and distribution by Judy Lamont, with the help of the IEEE Technical Activities Board Coordinator, Lori Rattenberg. Research and reporting: Sandra Hoffman, (202) 226-6849 Editing: Rodger Knaus, (202) 966-2582 Layout and Design Joe Hooper Publicity Judy Lamont Many members of the Task Force have expressed interest in an electronic bulletin board. Now that the first newsletter is out, the Communications Committee wants to start planning the BBS. We need ideas and help in every aspect of the bulletin board, including donations of hardware and software, bulletin board expertise, and ideas about structure and content of the board; in return for your contributions, you will be able to post some information about your professional services on the board. If you want to contribute to the BBS, leave a message to Rodger Knaus (SYSOP) on the Instant Recall BBS, (301) 983-8439. the board is up during business hours, plus some evenings and weekends, operates under RBBS at 300 to 2400 baud, with 8 data bits, 1 parity bit and null parity. ----- STANDARDS ----- KBS LIFECYCLE MAY BE STANDARDS FOCUS by Capt. Dave Howell, Standards Vice-Chair HOWELL@WPDIS01.ARPA 513-257-2925 The turnout for the Standards Committee portion of the first IEEE Task Force on Expert Systems meeting was excellent. Individuals from 15 organizations attended; they came from both the public and private sector, and included both end users and knowledge-based system (KBS) manufacturers. In spite of this diversity, when the attendees said why they were interested in standards, widespread interest on the KBS life cycle emerged. The group saw standards as a way to reduce life cycle costs, because with standards you can * develop good KBS costing models * provide effective development methodologies * determine proper verification and validation (V&V) techniques The group also wanted "lessons learned" to be part of the standards process. A consensus developed that the scope of the Standards Committee should be at a high enough level to allow for language independence. The group did not see itself getting initially involved in low level implementation issues, i.e. Prolog versus Lisp versus shells, etc. Further, the high-level focus was deemed appropriate considering the immature state of the technology. At this point, the greatest perceived service the Standards Committee can provide is to make the KBS life cycle explicit. In short, a by-the-numbers approach to KBS development, V&V, fielding, and maintenance. The first official task the Standards Committee will be to determine its objective(s). The discussion at the first meeting suggests an initial focus on the KBS lifecycle. In the next few weeks the Standards Vice-Chair will call all the initial meeting attendees and solicit their inputs abaout objectives. Anyone not attending the meeting who would like to help with this can call the Standards Vice-Chair, Capt. Dave Howell, during working hours, at (513) 257-2571. ----- EXPERT SYSTEMS IN GOVERNMENT ----- AISIG 1990 by: Dan Yurman DYU@NCCIBM1 202-475-6754 I am pleased to announce our participation in the 5th annual "AI Systems in Government Conference" to be held in Washington, DC, in May 1990. The Task Force on Expert Systems has agreed to chair the panels for the 1990 Conference. If you are interested in convening a panel or being a speaker on one, please contact one of the panel committee members listed in this article. The panel committee met on May 10th. Following is the committee report. 1989 Experience In 1989 there were seven panels. The bulk of the conference was taken up by technical sessions spread over two tracks and the plenary sessions. The conference, including tutorials and exhibits, lasted five days. Approximately 200 people came to one or more sessions. I believe there will be better attendance in 1990. This will be due to the fact that there is a determined effort not to conflict with the AI in Logistics Conference. We identified more than 7 potential panels. Additionally, Jerry Feinstein, who chaired panels at the 1989 conference, has joined us as a working member for 1990 and has agreed to find conveners for two panels. Following is a list of proposed panels. I see no reason why we should feel constrained to focus only on these panel topics if better ones emerge from our respective discussions with potential conveners. For this reason, I regard the potential topics listed below as "straw men" until our meeting in July. As is the case with any conference involving volunteer speakers, some conveners and panelists may drop out by May 1990. Panel Assignments Dan Yurman, Chair US EPA (OS-110) 401 M St., SW Washington, DC 20460 (202) 475-6754 - AI Shells - AI at EPA - Software Engineering for Expert Systems - Medical Applications Harry Siegel JAYCOR 1608 Spring Hill Rd. Vienna, VA 22182 (703) 847-4120 - NASA Expert Systems - AI for Acquisition/Logistics Management - SDI Expert Systems - AI Hardware Platform Developments Ralph Wachter Office of Naval Research Computer Science Dept.; Code 1133 800 N. Quincy St. Arlington, VA 22217 (703) 696-4304 - Executive Panel on AI - AI Laboratory Chiefs - Innovative Technology Programs Jerry Feinstein ICF/Phase Linear 9300 Lee Highway Fairfax, VA 22031 (703) 934-3280 - How the Press Views AI - International Applications (via video tape) Unassigned - State Government Applications - Local Government Applications 1990 Plans Panels in the 1989 conference lasted 1 hour 30 minutes each except one on SDI which lasted 2 hours. Assuming there are four or five speakers for a panel, and assuming time is desired for a Q & A session with the audience, the convener must plan speaking time for each panelist accordingly. This include a few minutes to introduce everyone, time between speakers to get organized with A/V equipment, etc. The point is that time slips by fast and speakers should be advised to be crisp and to the point in their talks. Next Meeting The next meeting of the panels committee is July 19, 1989, at the JAYCOR office at 10 AM. At that meeting, the committee will share the following information about our panels. - Name of panel convener & biography - Objectives for the panel - "Who should attend" information - Brief bibliography, if possible Some of this information will come later from the panel conveners themselves. The full conference committee has requested that panels be "locked up" with sufficient time to list the names of panel conveners and speakers in the final program. I will get the deadlines for this information at a meeting with the committee on May 30th. Open Issues We did not achieve closure on several points. This was due in most cases to a lack of information. I would like to provide a summary of our discussions at the May 10th meeting. I hope I adequately convey your thoughts here, and if not, I regret any oversight. 1. Focus on Applications Panels should emphasize concrete applications whenever possible. People attending the 1989 conference expressed the desire to hear about applications which added value or which improved productivity in the organization which used the system. Alternatively, speakers have the option of providing evaluations, either quantitative or qualitative, of systems which were built as prototypes but not shipped to users. This satisfies the requirement for a focus on "lessons learned." 2. Speakers from Industry We discussed whether it would be useful to try to draw in speakers from vendors of computer hardware and software. It was pointed out that while many computer companies, such as IBM, DEC, and TI, make heavy use of expert systems inhouse, fewer offerings have found their way to market. Some firms prefer not to advertise their use of expert systems since it alerts the competition to the technology which is used to gain and keep customers. In the post-conference evaluation of the 1989 meeting, it was remarked that exhibitors complained that those attending the meeting did not have enough time to go to the exhibit floor. Perhaps a source of speakers would be firms supplying expert system hardware or software who have government clients with nonclassified applications. Certainly, the successful use of a product in a public government setting could be "packaged" to fit a panel presentation at the conference. Please give this your consideration. 3. High Quality Handouts Although the conference publishes a set of proceedings, panel presentations are not included in it. For this reason, handouts from speakers are very important. It was suggested that speakers include a brief bibliography for further reading on their topic. For instance, the bibliography could include a standard reference as well as well known journal articles by experts on the topic. Citations should be accessible in English in the U.S. A citation format is available from the IEEE. It was suggested that speakers provide brief biographies, which is certainly a benefit. Harry Siegal agreed to prepare a draft format for speaker bios. He noted that these should be brief with the objective of placing all speakers on an equal footing. 4. Recognition for Panels It was suggested that each panelist receive a certificate suitable for framing or a letter of appreciation for appearing at the conference. A suggestion was made to award a prize for the best panel, but there was uncertainty about how to make the award "on the spot" by the end of the conference. A suggestion was made to provide "tokens" of appreciation such as a coffee cup, desk ornament, or other novelty item.