Modeling Hierarchical Resources Within a Unified Ontology
A Position Paper
Alexander Schiendorfer
1
, Yves Wautelet
2
and Wolfgang Reif
1
1
Institut f
¨
ur Software & Systems Engineering, Universit
¨
at Augsburg, Augsburg, Germany
2
Faculteit Economie & Management, KU Leuven, Leuven, Belgium
Keywords:
Resource Management, Resource Allocation, Unified Ontology, Smart Grids, Hierarchical Modeling.
Abstract:
Resource-Intensive Software Ecosystems (RISE) can mainly be found in production management but also
in virtually any socio-technical environment. RISE appear prominently in the form of smart grids or cloud
environments where optimizing resource utilization and allocation becomes the most important aspect for com-
petitive service provision. In such a context, the need for unified ontologies supported by adaptive software
(i.e., software able to learn from and act on its environment) is highly attractive. Indeed, resources are mostly
not monolithic entities but active and collaborative agents often organized in a hierarchical manner. A hierar-
chy implies multiple levels of abstraction leading to resource allocation on different levels of organization
with abstractions being relevant for both inter- and intra-organization resource management. Once adequately
defined, the use of constraint-based optimization algorithms on those multiple levels can provide efficient re-
source allocation. We apply, in this paper, ontological elements to model resources in a unified manner on
multiple levels onto an example taken from distributed energy management. Then we present algorithmic
ideas to organize the hierarchy of these resources.
1 INTRODUCTION
We define Resource-Intensive Software Ecosystems
(RISE) as environments where resources take a
prominent role in the realization of the services pro-
vided to the end-user. In other words, they are cru-
cial for the proper execution of business processes.
(Wautelet et al., 2012) presents a unified ontology for
the modeling of resources into RISE; within the ontol-
ogy, resources are modeled in function of their usage
(see Section 2). Explicitly modeling resources in a
unified and standardized manner (i.e. independent of
their type, domain and interface) can provide us with
flexible and reusable components.
(Cabanillas et al., 2013) identifies a gap between
resource assignment at design time and resource al-
location at run time; this paper is part of the willing-
ness to dispose of a tool to make resource allocation
at run time only on the basis of resources designed
uniformly on the basis of a same ontology. This thus
helps filling this gap.
Resource allocation is indeed a task frequently
encountered in industrial environments and often re-
solved through agent-based software solutions imple-
mented within a distributed context (Chevaleyre et al.,
2006; Seebach et al., 2010). It can be achieved by the
use of different levels of organization leading to a syn-
thesis and abstraction problem in order to deal with
each level and impact on the other levels accordingly
(see (Schiendorfer et al., 2014)).
This paper illustrates the use of hierarchical re-
source composition as depicted in (Schiendorfer et al.,
2014) with the ontology presented in (Wautelet et al.,
2012). The main contribution is to show the rep-
resentation is feasible and to explore the benefits of
a disciplined resource modeling process that leads
to algorithmic advantages in terms of hierarchies.
Also by resource composition, we address inter-
organizational problems in an efficient manner. For
instance, a virtual power plant is a power plant acting
on behalf of real power plants. For an energy provider
it is thus much more convenient to sell a single value
at a certain time to their contractors (managing yet
another set of physical plants) which they in turn re-
distribute. Useful abstract models leaving aside or-
ganizations’ internal details have to be developed for
this purpose.
614
Schiendorfer A., Wautelet Y. and Reif W..
Modeling Hierarchical Resources Within a Unified Ontology - A Position Paper.
DOI: 10.5220/0005289006140619
In Proceedings of the International Conference on Agents and Artificial Intelligence (ICAART-2015), pages 614-619
ISBN: 978-989-758-074-1
Copyright
c
2015 SCITEPRESS (Science and Technology Publications, Lda.)
FunctionalityParameter
Functionality
ResourceObject
homogenous : Boolean
unit_of_measure : Single
quanitty : Single
1..n 0..n1..n 0..n
provides
SoftwareAgent
StatusParameter
Configuration
CostParameter
name : String...
type : String
ResourceList
ResourceStatus
CostOfUse
billing_model : String...
Usage Resource
1..n
0..n
1..n
0..n
owns
1
0..n
1
0..n
owns
Has
Contract
begin_of_contract : Date...
end_of_contract : Date
QualityParameter
name : String
type : String
QualityLevel
0..1
0..n
0..1
0..n
defines
HumanAgent
CompetencyParameter
ServiceRealization
0..n
0..n
0..n
0..n
uses
Competency
n
0..n
n
0..n
requires
ResourceAgent
virutal : Boolean
1..n
0..n
1..n
0..n
provides
FunctionalityParameter
Functionality
ResourceObject
homogenous : Boolean
unit_of_measure : Single
quanitty : Single
1..n 0..n1..n 0..n
provides
SoftwareAgent
StatusParameter
Configuration
CostParameter
name : String...
type : String
ResourceList
ResourceStatus
CostOfUse
billing_model : String...
Usage Resource
1..n
0..n
1..n
0..n
owns
1
0..n
1
0..n
owns
Has
Contract
begin_of_contract : Date...
end_of_contract : Date
QualityParameter
name : String
type : String
QualityLevel
0..1
0..n
0..1
0..n
defines
HumanAgent
CompetencyParameter
ServiceRealization
0..n
0..n
0..n
0..n
uses
Competency
n
0..n
n
0..n
requires
ResourceAgent
virutal : Boolean
1..n
0..n
1..n
0..n
provides
Figure 1: A meta-model representing an ontology for resource representation.
2 ABOUT THE
UNIFIED-RESOURCE
ONTOLOGY
There are numerous definitions of the concept of re-
source. The Merriam-Webster dictionary refers to it
as a person, asset, material, or capital which can be
used to accomplish a goal. While remaining basic,
this definition has the interesting aspect of identify-
ing the fact that a resource is not a process (some-
thing functional/operational) but should be used for
the proper achievement (the goal) of such a process
through action(s). This consequently leads to the in-
tuition that resources do own particular skills that are
required in a functional context (for the realization of
processes or services). Within a pool of resources, the
requesting service is thus only interested in resources
helping it achieving its functional requirements. Nev-
ertheless, depending on their type, resources are inan-
imate and do have a functional utility (this is the case
of Resource Objects) or are able to behave (this is the
case for Resource Agents). Resources’ offer and de-
mand can consequently not be centralized into a sin-
gle concept so that Resource Objects are functional-
ity providers while Resource Agents are competency
providers. Resources offer functionalities and com-
petencies while services demand them.
In (Wautelet et al., 2012), we model resources as
components encapsulating functionalities and compe-
tencies and illustrate it on a case study in the steel in-
dustry. Figure 1 depicts the unified meta-model using
a UML class diagram (OMG, 2011). Details about
the concepts and their interdependencies can be found
in (Wautelet et al., 2012). The present paper focuses
on the hierarchical resource allocation problem within
this ontology rather than on functionality and compe-
tency modeling.
ModelingHierarchicalResourcesWithinaUnifiedOntology-APositionPaper
615
500
10060140 160 40 140 60 100 160 40
300
200
500
Figure 2. Resource allocation problems can be solved using a hierarchical decomposition struc-
ture. Inner nodes representing virtual agents are marked by double circles.
Implementing this situation typically results in solving an optimization problem,
the objective being to allocate energy to the subordinates as cost-effectively as possible
such that the amount to be traded at the energy market is met. This corresponds to the
general one-good resource allocation problem without externalities [5], i.e. given a total
quantity x
R
of a resource, find an allocation hx
1
, . . . , x
n
i of the resource to n agents to
solve
minimize
hx
1
,...,x
n
i
n
X
i=1
c
i
(x
i
) subject to
n
X
i=1
x
i
= x
R
We illustrate how the unified-resource ontology can be mapped to this scenario.
Concretely, we pick the service that a virtual power plant vp has to offer when com-
mitted to a certain set of operating reserve for the following day. Assume that we bid
to sell 500 KW at 14:00, 600 KW at 14:15, 700 KW at 14:30, and 400 KW at 14:45.
For the sake of simplicity, these quantities representing the bid for one hour of pro-
duction are represented as vectors. In total, this amounts to a provided power of 2200
KWh resulting in costs of 3300 e at 1.5 e per KWh. Assume further, that vp has two
plants available: a biomass power plant bm, and a hydro plant hy. All power plants, be
it virtual or not, are represented by the concept ResourceProvider which is a spe-
cialization of a resource agent that contains a set of intervals feasReg, representing
the feasible regions that a resource provider can contribute in.
Service Realization Provide energy at defined cost and time slots.
Input contract: h500, 600, 700, 400i at 14:00 at costs 3300 e.
bm : ResourceProvider hy : ResourceProvider
Requires Resource e
vp
0 at 14:00, e
vp
0 at 14:15, etc.
The bm and hy power plants can firstly be defined as ResourceAgent. We define:
Resource ResourceProvider bm
Type Resource Agent
Attribute feasible Regions : [0, 0], [100, 400]
costs : 1.7 e per KWh
Having the [0, 0] interval present indicates that the agent can be disconnected from
contributions and if it does contribute, it has to do so above a minimal level. The same
4
Figure 2: Resource allocation problems can be solved using a hierarchical decomposition structure. Inner nodes representing
virtual agents are marked by double circles.
3 DEFINING THE
HIERARCHICAL RESOURCE
ALLOCATION PROBLEM
The ontology presented in (Wautelet et al., 2012)
induces a possible hierarchy among resources
in the sense that a ResourceObject or a
ResourceAgent can either be an assembly
i.e., a resource made of other resources advertising
functionalitites/competencies or be atomic i.e.,
not made of other resources advertising functionali-
tites/competencies. This is represented into the meta-
model of Figure 1 by the composition association
on the ResourceObject and ResourceAgent
concepts themselves.
A Resource Agent taking the form of an assem-
bly that is issued of the combination of other resource
agents is called a Virtual Agent (VA). The VA then
manages the tasks of its subordinates representing an
organization. This is shown in the ontology by the
boolean field virtual in the ResourceAgent class.
As it is important for the case study we also high-
light the case of an homogeneous ResourceObject. In-
deed, a resource like electrical energy is said to be
homogeneous because it cannot be counted but is the
available in a defined quantity. Within the case study
of Section 4, a quantity x
R
of an homogeneous re-
source is to be provided by n providers x
i
such that
n
i=1
x
i
= x
R
. Figure 2 shows this decomposition and
how a certain quantity of such a resource can be hier-
archically provided.
4 CASE STUDY: ENERGY
DISTRIBUTION IN A VIRTUAL
POWER PLANT
In conventional energy systems, a small number of
rather large and inflexible power plants – such as coal
or nuclear power plants come up for the majority
of the power production. Environment considerations
as well as the limited availability of fossil fuels in
the future motivate to use a larger number of smaller
but renewable energy providers. Examples of the lat-
ter providers are wind, hydro, photovoltaic or biogas
power plants. The resulting complexity of the system
puts stress on the control of the production. Indeed,
the deviation between demand and production must
be coordinated to leave the utility frequency in a well-
defined band (e.g., [49.8, 50.2] Hz in Europe).
Clearly, the higher coordination demand between
production and demand is a resource-intensive pro-
cess and calls for IT-based solutions: the so-called
“Smart Grid” systems (Ramchurn et al., 2012). A
first step in this direction is the introduction of “Vir-
tual Power Plants”, i.e., a single energy provider takes
the responsibility of providing a certain amount of en-
ergy at specific time steps by issuing a contract at an
energy market
1
. This top-level service, provide (cus-
tomers with) energy at defined cost and time slots, is
divided into sub-services that the contractors (which
can be organizations or plant providers such as farm-
ers) offer. The contracts are typically traded one day
in advance and are binding for all involved parties.
Implementing this situation results in solving an
optimization problem, the objective being to allocate
energy to the subordinates as cost-effectively as pos-
sible such that the amount to be traded at the energy
market is met. This corresponds to the general one-
good resource allocation problem without externali-
ties (Van Zandt, 1995), i.e. given a total quantity x
R
of a resource, find an allocation hx
1
, . . . , x
n
i of the re-
source to n agents:
minimize
hx
1
,...,x
n
i
n
i=1
c
i
(x
i
) subject to
n
i=1
x
i
= x
R
We illustrate how the unified-resource ontology
can be mapped to this scenario. Concretely, we pick
the service that a virtual power plant vp has to offer
1
see, e.g., https://www.regelleistung.net for the German
energy market
ICAART2015-InternationalConferenceonAgentsandArtificialIntelligence
616
when committed to a certain set of operating reserve
for the following day. Assume that we bid to sell 500
KW at 14:00, 600 KW at 14:15, 700 KW at 14:30, and
400 KW at 14:45. For sake of simplicity, these quan-
tities representing the bid for one hour of production
are represented as vectors. In total, this amounts to
a provided power of 2200 KWh resulting in costs of
3300 e at 1.5 e per KWh. Assume that vp has two
plants available: a biomass power plant bm, and a hy-
dro plant hy. All power plants, virtual or not, are rep-
resented by the concept ResourceProvider which is
a specialization of a resource agent that contains a set
of intervals feasReg for the feasible regions that a re-
source provider can contribute in.
As discussed, the aim of the paper is to highlight
the representation of resources on multiple levels of
abstraction. Figure 3 shows two levels of granular-
ity within the unified ontology, of course there could
virtually be an infinity of levels. The service to be
realized is the service Provide energy at defined cost
and time slots. The contract
Service Realization Provide energy at defined cost
and time slots.
Input contract: h500, 600, 700, 400i at 14:00 at
costs 3300 e.
bm : ResourceProvider hy :
ResourceProvider
Requires Resource e
vp
500 at 14:00, e
vp
600 at
14:15, etc.
The bm and hy power plants can firstly be defined
as ResourceAgent. We define:
Resource ResourceProvider bm
Type Resource Agent
Attribute feasible Regions : [0, 0], [100, 400]
costs : 1.7 e per KWh
Having the [0, 0] interval present indicates that the
agent can be disconnected from contributions and if it
does contribute, it has to do so above a minimal level.
The same description can be made for the Resource-
Provider hy. The feasible regions and costs for that
other power plant (hy) is given by {[0, 0][50, 300]} at
1.2 e.
Next, we define the energy resource provided by a
plant as ResourceObject, more specifically:
Resource Energy e
bm
Type Resource Object
Attribute quantity and unit
Provides Electrical Energy
The same description can be made for Energy e
hy
.
Finally, we illustrate the aggregation of the resources
like:
Resource AggregateEnergy e
vp
Type Resource Object
Provides Energy equal to
a∈{bm,hy}
e
a
Resource VirtualPlant vp
Type Resource Agent
Aggregates bm, hy
Attribute virtual: true, feasible Regions: [0,0],
[50, 700], cost: *piecewise linear function*
Figures 2 and 3 show the modeling of the two lev-
els of hierarchy using object diagrams. In the lower
side of the picture the lowest level of abstraction is
represented while the upper side of the picture shows
how a virtual agent can be built out of a composition
of resource agents.
After the description and the illustration on the
Figure, it is important to highlight that we can express
constraints on production (of energy in this particular
case) within instances between the association class
between the ResourceAgent instance and the Compe-
tency one. Typically the Contract instance is part of
the Service Level Agreement (SLA) that is expressed
at Service Realization instance level as a composition
of Contract instances for the realization of the ser-
vice. The building of the global SLA can thus also
be expressed on multiple levels and be rolled-up and
drilled-down on multiple levels.
5 SOLVING HIERARCHICAL
RESOURCE ALLOCATION
Once the resource agents are modeled adequately, we
can use model abstraction to reduce the complex-
ity of the optimization problem faced when solving
cost-effective resource allocation. First, for each in-
ner node in the hierarchy, a set of models of un-
derlying resource agents is collected and abstracted
into a single one (representing the group’s capabili-
ties) and can be handed over to the subordinate agent.
Second, the resource allocation can be performed in
a top-down and recursive manner. Algorithms as
described in (Schiendorfer et al., 2014) come into
play. We illustrate the concept with the case study
and show the simplest of all techniques, finding the
general feasible regions of one virtual power plant.
To do so, we essentially combine all feasible inter-
vals of the underlying agents and merge overlapping
intervals. If we activate only bm, {[100, 400]} is
possible, if we activate only hy, {[50, 300]} is vi-
able. Switching both off enables the [0, 0] interval
and switching both on means that the resulting in-
terval is given by [150, 700], hence we obtain the in-
ModelingHierarchicalResourcesWithinaUnifiedOntology-APositionPaper
617
Figure 3: Resource Modeling on Various Levels of Abstraction.
tervals {[0, 0], [50, 300], [100, 400], [150, 700]}. How-
ever, from an outside perspective the concrete con-
figurations do not matter (e.g., if 150 is provided by
(0, 150) or (50, 100)) but only the feasible and infeasi-
ble regions. This abstracted view is achieved by merg-
ing overlapping intervals yielding {[0, 0], [50, 700]}.
The abstracted model does not show particulars
of the underlying agents and can hence be seen as a
means to perform efficient intra-organization commu-
nication as superordinate agents need only to worry
about a defined interface (e.g., consisting of the avail-
able feasible regions of an abstracted ResourceAgent
and its cost function). This cost function can be found
by a an approach based on sampling, i.e., repeatedly
solving a combinatorial problem to build an approxi-
mation of the cost function. For our concrete exam-
ple, we sketch the steps involved for mapping pro-
duction to costs (input and output pairs are collected
to form piecewise linear functions):
1. Solve for minimize costs, given that the combined
production is 0
2. Solve for minimize costs, given that the combined
production is 50
3. Solve for minimize costs, given that the combined
production is 55
4. · · ·
6 CONCLUSION
RISE can benefit from unified modeling mechanisms
particularly for environments requiring to be ex-
pressed on multiple hierarchical levels. We have,
in this paper, illustrated hierarchical modeling of re-
sources within the context of smart grids as well as
the impact onto the resource allocation problem. Ex-
ICAART2015-InternationalConferenceonAgentsandArtificialIntelligence
618
pressing the problem on multiple levels allows the fol-
lowing benefits:
express constraints, contracts and SLA on multi-
ple levels. Ultimately, the SLA is a composition
of contracts and is located at top abstraction level,
i.e. the service level;
deal with resource allocation algorithms at multi-
ple levels with direct impact on the other levels as
depicted in (Schiendorfer et al., 2014);
by nature, we can treat multi-organizational prob-
lems at once. Indeed, when multiple organizations
are depicted at lower level, the application of opti-
mization algorithms at upper level treats each peer
uniformly for an efficient resource use and alloca-
tion at global level;
by the associated development approach, it inher-
ently fills the gap between resource assignment at
design time and resource allocation at run time.
The work presented in the paper remains how-
ever preliminary; its main aim is to argue for the use
of a unified model in a multi-hierarchical and multi-
organizational context. The full instantiation and im-
plementation of the ontology onto the smart grid case
as well as on other case studies is currently under im-
plementation.
REFERENCES
Cabanillas, C., Garc
´
ıa, J. M., Resinas, M., Ruiz, D.,
Mendling, J., and Cort
´
es, A. R. (2013). Priority-based
human resource allocation in business processes. In
Basu, S., Pautasso, C., Zhang, L., and Fu, X., edi-
tors, Service-Oriented Computing - 11th International
Conference, ICSOC 2013, Berlin, Germany, Decem-
ber 2-5, 2013, Proceedings, volume 8274 of Lecture
Notes in Computer Science, pages 374–388. Springer.
Chevaleyre, Y., Dunne, P. E., Endriss, U., Lang, J.,
Lema
ˆ
ıtre, M., Maudet, N., Padget, J., Phelps, S.,
Rodr
´
ıguez-aguilar, J. A., and Sousa, P. (2006). Is-
sues in Multiagent Resource Allocation. Informatica,
30(1):3 – 31.
OMG (2011). OMG Unified Modeling Language (OMG
UML). Version 2.4. Technical report, Object Man-
agement Group.
Ramchurn, S. D., Vytelingum, P., Rogers, A., and Jennings,
N. R. (2012). Putting the ’Smarts’ into the Smart Grid:
A Grand Challenge for Artificial Intelligence. Com-
mun. ACM, 55(4):86–97.
Schiendorfer, A., Stegh
¨
ofer, J.-P., and Reif, W. (2014).
Synthesis and Abstraction of Constraint Models for
Hierarchical Resource Allocation Problems. In
Proc. 6
th
Int. Conf. Agents and Artificial Intelligence
(ICAART’14), Vol. 2, pages 15–27. SciTePress.
Seebach, H., Nafz, F., Stegh
¨
ofer, J.-P., and Reif, W.
(2010). A Software Engineering Guideline for Self-
Organizing Resource-Flow Systems. In Proc. 6
th
Int. Conf. Self-Adaptive and Self-Organizing Sys-
tems(SASO’10), pages 194–203.
Van Zandt, T. (1995). Hierarchical Computation of the Re-
source Allocation Problem. European Economic Re-
view, 39(3-4):700–708.
Wautelet, Y., Heng, S., and Kolp, M. (2012). A usage-based
unified resource model. In SEKE, pages 299–304.
Knowledge Systems Institute Graduate School.
ModelingHierarchicalResourcesWithinaUnifiedOntology-APositionPaper
619