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Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD [email protected] u Sam S. Adams IBM Distinguished Engineer IBM Research [email protected] Bootstrapping semantics in any situated embodiment

Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD [email protected] Sam S. Adams IBM Distinguished Engineer IBM Research [email protected]

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Page 1: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Joshua Blue

Nancy Alvarado, PhDVisiting ScientistIBM Research and [email protected]

Sam S. AdamsIBM Distinguished EngineerIBM [email protected]

Bootstrapping semantics in any situated embodiment

Page 2: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

The central problem: Computational Understanding

Barriers to natural language processing/understanding commonsense knowledgerecognizing plans and intentionsquality of speech recognition and text-to-speech

There is no artificial system that understands language, even though the research has been going on for 40 years.

upper ontology

Missing

Applications specific knowledge

1M rules

100M+ missing rules

10-100K rules/app

Although a computer has beaten the world chess champion, no computer has the commonsense of a six-year-old child. (AI Mag. Winter 1998 p. 25: P.Cohen et al. " The Darpa High Performance Knowledge Bases Project")

Page 3: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

A different approach

Previous attempts to make computers understand humans have focused on peripheral issues (speech, vision, motor control, expert performance, etc).

In every case, whatever success was achieved was limited by the absence of true understanding by the computer.

Our approach is to focus on the central problem of understanding and then work out to the periphery

Understanding

Page 4: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

(purgeAllCommands(finalize

isNumber(sunitSelectors removeAllEventsTriggered hasUnacceptedEdits) isNumber(canZapMethodDictionary removeAllEventsTriggered isMorphicEvent))

(sunitSelectors isMorphicEvent clone))

(purgeAllCommands(basicSize selfWrittenAsIll presenter)(selfWrittenAsIll presenter inspect))

What does this code do?

Where does meaning reside?

Page 5: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

In your mindOriginal, reversed, and replaced Cyc "knowledge"

(implies(and (isa ?TRANSFER TransferringPossession)

(fromLocation ?TRANSFER ?FROM))

(isa ?FROM SocialBeing))

(implies(owns Fred ?X)(objectFoundInLocation ?X FredsHouse))

(seilpmi(dna (asi REFSNART? noissessoPgnirrefsnarT)

(noitacoLmorf REFSNART? MORF?))

(asi MORF? gnieBlaicoS))

(seilpmi(snwo derF X?)(noitacoLnIdnuoFtcejbo X? esuoHsderF))

(purgeAllCommands(finalize

isNumber(sunitSelectors removeAllEventsTriggered hasUnacceptedEdits)isNumber(canZapMethodDictionary removeAllEventsTriggered isMorphicEvent))

(sunitSelectors isMorphicEvent clone))

(purgeAllCommands(basicSize selfWrittenAsIll presenter)(selfWrittenAsIll presenter inspect))

Page 6: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Goals

Achieve common sense computing, human-style semantic processing in a computer system

Develop a computer system capable of passing a "Toddler Turing Test"

Achieve natural language acquisition to the level of a 3-year old child

Page 7: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Subgoals

Semantic ProcessingThe generation, validation, maintenance and application of a

network of concepts that together represent the observations, experiences, perspectives, ideas, goals, plans, actions and emotions of an entity or system

Autonomous Common Sense Knowledge AcquisitionMeaningful self discovery via experience of the characteristics and

behavior of both the system itself, its environment, and the relationship between them

Quantitative measurement of cognitive machine capabilitiesScalable autonomous learning, exploiting unique qualities of software

Page 8: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Engineering Goals

General purpose "mind"Universal cognitive engineIndependent of specific embodimentsSelf bootstrapping with minimal a priori knowledge

Specialized embodimentsDifferent bodies for different environmentsLimited interface between mind and body

–Sensors, effectors, hedonic events, affect"Mind meld" between systems possible

Overcome limitations to developmental learning by supporting large scale training and aggregation

Page 9: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Bootstrapping Approach

Seeking clues from "the first meaning"

Page 10: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Personal research into advanced knowledge representations over the past 20 years

"Interest Flow Ring Network" breakthrough in 1999 led to rejoining IBM Research to explore the possibilities of semantic processing

Two years of "skunkwork", synthesis of multidisciplinary research, collaborations with cognitive psychologists and emotion theorists, two generations of prototype systems

Project Background

= Class

= Instance

= Instance

TGT!

= Class MGP! =

Class

= Class= Instance

= Instance

Short term

InterestValue

Long term

InterestValue

STI

LTI

Node

Page 11: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Initial Insights

NeurophysiologyHebbian synaptic learningCalvin's synaptic population dynamics

Developmental NeurophysiologySynaptic density cycles during development

Knowledge RepresentationContinual spreading activation and distributed attentionOpen ended creation of conceptual metalevels

AI LessonsEscape the homunculus trap

Complexity TheoryExploit emergent behavior by biasing feedback loops

Page 12: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Synaptic Density, Visual Cortex (Huttenlocher 1990)

Resting Glucose Uptake(brain metabolism), Occipital Cortex (Chugani 1987)

Synaptic Density,Neocortex(Johnson 1997.Thatcher 1992)

"plasticity waves" motor visual* auditory olfactory vestibularcutaneous

* Staged onset of sensory functiondriving sensory integration(Turkewitz 1982)

150

100

50

0

% Adult Level

Months Years0 Birth 4 8 12 2 3-8 9-15 Adult

Eye focusand tracking(Johnson 1997)

Explicit Memory(Johnson 1997)Neuron

Density(Rakic 1995)

Language Acquisition(Johnson 1997)

Native Bias

Architectural Clues

Page 13: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Superstition and Forgetfulness

Synaptic Density,Neocortex(Johnson 1997.Thatcher 1992)

"plasticity waves"

150

100

50

0

% Adult Level

Months

Years

0 Birth 4 8 12 2 3-8 9-15 Adult

Hebbian synaptic learningTrial and error connectionsCo-occurence binding

Calvin's synaptic populationsRandomly searchingTrial connectionsPermanent connections

Result: Grounded Superstition

Huttenlocher's newborn die-offBrain at birth has adult number of synapses

~50% disconnect at 2-3 monthsThatcher's plasticity waves

Cyclical Cortical ReorganizationCycles roughly every 4 yearsExplains "world view" changes

Result: Mass Forgetfullness, aka Garbage Collection

Page 14: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Dynamic, Self-Similar, Multi-metalevel Knowledge

Representation

= Class

= Instance

= Instance

TGT!

= Class

MGP! = Class

= Class= Instance

= Instance

Short term

InterestValue

Long term

InterestValue

STI

LTI

Node

[Person]

[Person: Sam]

(Hit x,y)

[Person: Bill]

[Person: Sue]

All (Hit Sue,Bill)one (Hit Sue,Bill)

MetaConceptMetaRelatio

n

flood

ebb

Page 15: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

The Homunculus TrapThe notion of a Homunculus, a little man inside the brain that does all the real thinking, has been a dangerous design trap throughout the history of AI. The danger is that you design a system in such a way as to place all the "real thinking" inside a black box, which of course is to be implemented in a future version. When you look at the requirements for such a black box, you find that they are the same or nearly the same as those for the entire system. All you have done is swept the really hard, unsolved problem into a corner of the design.

...

Page 16: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

How to Escape the Trap

1 Generate lots(all?) grounded variations of concepts and associations

2 Test them constantly via motivated experience in environment

3 Regularly and aggressively remove "uninteresting" and "unused" concepts, venting the combinatorial explosion

Yes, this smells a lot like GA and evolutionary approaches, but its different because what's changing is the overall mental structure of a single individual

All aspects of the designmust be transparent,no black boxes

Page 17: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Exploiting Complexity

"Fixed""Crystalized"

"Dead""Total Order"

"Chaotic""Disintegrated"

"Dead""Total Disorder"

"Complex""Dynamic"

"Alive""Just right"

Joshua BlueDesign Point

Classical AI Systems and Most ApplicationsStrive for one shot, fixed point determinism

Query

Response

Start

Stop

Continue...

EmergeOur approach trades off determinism and control for expressivepower and adaptivebehavior

Page 18: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Implications

Focusing on the bootstrapping of semantics in the human infant will provide architectural clues

Superstition/Forgetfullness approach requires ongoing temporal experience

Experience requires embodied interaction with an environment

Multi-level emotional control system provides subsumption-style reactive flexibility, but at higher cognitive levels

Human levels of adaptive flexibility require a tradeoff on fixed-point determinism

Page 19: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Principles, Challenges and Risks

Page 20: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Minimum Innate Knowledge: no apriori knowledge baseSelf Organization: the system will independently acquire, organize, and generalize its own knowledge and experiences

Situated Embodiment: rich sensory and motor interaction with a rich, dynamic environment (that includes humans)

Affective Self Motivation: the system's attention and actions will be driven by its own needs, desires, and emotions

Longevity: long term, continuous, real-time operationTransparency: the structures in the resulting "mind" must be comprehensible to humans and be composable (unlike neural nets)

Temporality: all cognitive processing will take place embedded in the temporal experience of the system

Design Principles

Page 21: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Challenges

Finding the right architecture (innate vs emergent)Harnessing and steering emergent behaviorDeveloping sufficiently rich bodies and environments to enable "human-like" common sense acquisition

Implementing relatively unexplored constructs such as "self" and "consciousness"

Tuning the system's many parameters (self-tuning)Measuring incremental progress objectivelyOvercoming scale limitations of developmental approach

Achieving "mind meld" capability between systems

Page 22: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Risks

The Ultimate Grand ChallengeShortcuts in using high level sensors and effectors

Availability of sophisticated sensory/motor subsystems to enable rich interaction

Page 23: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Joshua Blue: Future

Phase 1 - Develop and Test 3rd Generation SystemImplement 3rd generation architectureDevelop several experimental bodies and environments of increasing sensory/motor complexity.Validate cognitive behavior experimentally using analogs of standard psychological tests.Demonstrate capability to merge MAINs and exploit combined experience.

Phase 2 - Develop and deploy Baby Joshuas for Large Scale Common Sense TrainingDevelop an online environment based on networked gaming platforms (e.g., Sony PS3) for the training

by humans of large numbers of Joshua systems in the common sense knowledge of a rich, virtual environment.

Recruit and maintain an online community of trainers using multi-user gaming competition techniques.Merge MAINs of trained systems and validate advances in cognitive development using standard tests.Demonstrate pre-verbal common sense reasoning using a "Baby Turing Test" which we will develop

Phase 3 - Develop and deploy Toddler Joshuas for Large Scale Verbal Language AcquisitionExtend online environment for the training by humans of large numbers of Joshua systems in acquiring

natural languages within a rich, virtual environment.Recruit and maintain an online community of language trainers using multi-user gaming competition

techniquesMerge MAINs of trained systems and validate advances in cognitive development using standard testsDemonstrate common sense reasoning and language acquisition using a "Toddler Turing Test" which

we will develop.

Page 24: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Joshua0

Second Generation SystemFirst Experimental Version

Page 25: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Implementation History

Joshua0 is the first version of the system fully capable of hosting multiple experimental models

Based on Sem interest flow network (Gen 1)Improvements

Subsystem architectureModular, tunable, traceableInitial embodiment system addedExtensive comments and helpSave and restore functions

Page 26: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

High Level Architecture

Environment simulates physics and contains objectsObjects include bodiesBodies have minds and body partsBody parts have innate behavior, sensors and effectorsSensors and Effectors connect into the mindMind has a number of subsystems:

Interest Flow NetworkAssociatorOccurencerSequencerAttributorImaginationConsciousness

FeelerConcentratorArousalSensory SystemEffector SystemReaperGrouper

Page 27: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Knowledge RepresentationNodes

represent "concepts", no matter what levelhave long term and short term interestreceive and redistribute interest over wires and ringshave a ring "dual" which models its metalevel behavior

Wiresconductors of interest flow between nodeshave runtime conductance based on

–strength (frequency of reinforcement)–local valence: emotional relevancy to global valence

Ringsthe metamodeling dual of nodesmodel MGP relationships with other rings (Genotype/Phenotype)models a similarity group (basic definition of a concept)conduct and distribute interest in special ways

Page 28: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Distributed Attention

Short term

InterestValue

Long term

InterestValue

diffusion of interest from adjacent nodes

threshold varies based on lessened/heightened arousal/sensitivity

Repeated STIincreases LTI(entrainment)

STI

LTI

Very slow drain(LT forgetfullness)

The Metasemantic Affective Interest-flow Network is a specialized semantic network with spreading interest as a distributed attention mechanism

overstimulation -> STI goes refractory

"Short Term Memory"Interest Threshold

diffusion of interest to adjacent nodes

Node

Page 29: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

The Attention Landscape

Extrapolate to a large network of such nodes

Short term

InterestValue

Long term

InterestValue

STI

LTI

Node Networ

k

"Awareness"InterestThreshold

Page 30: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Superrings

Subrings

Conceptual Metalevels

CurrentMetalevel

SuperMetalevel

SubMetalevelLower metalevel relationships

with Members, Instances, Players

Member relationships with higher metalevels: Sets, Categories, Classes, Roles

{Qualifier}

Specifies subring membership

Page 31: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Open-ended Concept MetalevelsRingStructure

Class-basedPerspective

Role-basedPerspective

Set-basedPerspective

ConceptPerspective

Instance

Class

Metaclass

Instance

Class

Metaclass

Instance

Class

Metaclass

Instance

Class

RolePlayer

RolePlayer

RolePlayer

RolePlayer

Concept

Concept

Concept

Concept

{x| x is qualified by expression Q1}

{x| x is qualified by expression Q2}

{x| x is qualified by expression Q3}

{x| x is qualified by expression Q4}

ee

ee

ee

ee

Q1

Q2

Q3

Q4

Qn = MAIN Qualifier Expression

subr

ings

supe

rrin

gs

Page 32: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

MAIN Concept QualifiersAll concept nodes in the MAIN have qualifiers that specify conformance requirements for their subrings

Each new concept node is initially defined by a unique qualifier expression aasigned to it by the subsystem that generates the new node (Anti-H style)

Qualifiers are constraint objects that can determine membership in a setOriginally developed for OO CASE tools by Adams/Fogwell

Used in IBM Smalltalk engagements (version by Burbeck/Graham)Adapted for use in Joshua Blue

A qualifier can be specified asAn individual constraint on some attribute of a concept node

–node has emotional relevance >= 0.5 valence–node has > 1 outgoing wire–etc.

A set of constraints joined via logical operators–{ Q1 AND Q2 AND Q3 NOT Q4 }–{ Q1 OR Q2 }

A composite of other qualifiers–{[node1 has an outgoing wire to [node2 has 5 subrings]] AND Q3 }

Qualifer algebra enables concept similarity measures based on (mostly independent) quantifiable attributes of concept nodes

Qualifiers can be fuzzy

Page 33: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

IncomingWires

OutgoingWires

Superrings

SubringsRelationships with Members, Instances, Players

Member Relationships with Sets, Categories, Classes, Roles

Concentrator

Sensors

Interest Flow in a Concept Node

generalizationinterest flowsup from subrings

specializationinterest flowsdown to subringsbased on a distribution function

specializationinterest flowsdown to nodefrom superring

generalizationinterest flowsup to superringsfrom node

Page 34: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

IncomingWires

OutgoingWires

Superrings

Subrings

Wire thickness = assoc. frequencyWire color = emotional relevance

enlarged Long terminterest level (LTI)

Short terminterest level(STI)

ConsciousActivation

SubconsciousActivation

UnconsciousActivation

EmotionalRelevance

Node Ring twisted to form

STI + LTI = Total Interest

Concept Node/Ring Design

{Qualifier}

Specifies attributes for membership(set/type/category/class/role definition)

Lower metalevel relationships with Members, Instances, Players

Member relationships with higher metalevels: Sets, Categories, Classes, Roles

A concept's meaning consists of its sibling associations with other concepts as well as its metalevel relationships with other higher and lower level concepts

Page 35: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Subsystems IMind

Coordinates all subsystems in simulated timeInterest Flow Network

A spreading activation network of "concept" nodes and interest conductors (wires and rings)

Interest flows through the network, activating nodes, draining along wires and rings to activate other nodes.

ConsciousnessSets conscious and subconscious node interest thresholds and

maintains collections of nodes in both setsReaper

Aggressively removes uninteresting nodes, rings and wires from the network, simulating "plasticity events"

Multiple reapings can be scheduled with different thresholds, repetitions

Page 36: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

MindBody Sensor

sEffectors

MAIN

Semantic Bootstrapping

Page 37: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Semantic Bootstrapping

MindBody Sensor

sEffectors

MAIN

Page 38: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Semantic Bootstrapping

MindBody Sensor

sEffectors

MAIN

Page 39: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Semantic Bootstrapping

MindBody Sensor

sEffectors

MAIN

Page 40: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Interest-based Attention/Awareness

MindBody

Sensors Effectors

MAINTot

al N

ode

Inte

rest

Lev

el

Low

High

Subconscious Threshold

Conscious Threshold

Subconscious Nodes

Unconscious Nodes

Conscious Nodes =ov

er ti

me

CurrentExperience

A

BC

Page 41: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Subsystems II

AssociatorGenerates associations between all conscious nodesUses these associations to create new wires and reinforce existing

wires between these nodesSystem Mood

Maintains global emotional stateReacts to emotional content of conscious nodesImpresses emotional relevancy on nodes, rings and wires

System ArousalMaintains global state of arousalGlobally effects node activation thresholdsSharpens/dulls concentrationDirectly driven by body physiology

Page 42: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Focus: Associator

System Mood/Valence

Experiencer

Associator

CurrentExperience

A

BC

A

B

C

nodes andexisting wires

newly created wire with system valence

existing wires strengthened and valence adjusted

The Associator uses the Anti-homunculus strategy to generate grounded but unproven semantic associations (interest flows) between the concept nodes currently being experienced. New wires are very weak and start with System Mood. Existing wires between current nodes are reinforced and their valence is adjusted based on the System Mood. This process also emulates Hebbian synaptic dynamics by generating possibly interesting connections between nodes that are tested over time.

Page 43: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Taking a Functionalist Approach

Human emotion is not unitary or modular -- it is implemented as multiple interacting systems with different functions.

Physiology need not be duplicated as long as functionality is achieved.

Functionality depends upon taking a whole system view, recognizing dependencies.

A "control system" metaphor is useful because emotion has a regulatory function and includes feedback mechanisms.

Page 44: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Social Control

Emotional Activation

Unattended Cognition

Conscious Cognition

Deep Affective Control

Coordination of Mind/Body

Feedback Mechanism

Signs, language

Subjective affect

Appraisals

Valence

Arousal

Basis for Homeostasis

Social distance

Sense of self

Attention

Experience in world

Metabolism &body function

Cortical

Subcortical

FamiliarityCompetenceAutonomyControl, etc

Page 45: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Emotion and Motivation in Joshua's Architecture

Two primary dimensions of affect:Valence -- evaluates survival and goal-relevant

significance of experience.Arousal -- controls activity level of system.

These are sufficient to describe nearly all affective phenomena observed in humans, including "basic" emotions and Sloman's secondary & tertiary emotions.

These provide a single regulatory mechanism across levels of the system.

Page 46: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Positive Valence

Negative

Valence

High Arousal

Low Arousal

Open Mouth Brows UpEyes Wide

Face Relaxed

Brows downEyes narrow

Lips tense

Mouth droops Smile

Duchenne Smile

Sadness

JoyExcitementAnger

CalmApathy

Interest

ShockFear

Panic

Disgust

DistressBoredom

Annoyance

DisapprovalDiscontent

ApprovalLiking

Ecstasy

EnjoymentAmusement

ThrillSurprise

Anxiety

Contentment

Lip Curl

Despair Peace

Attachment

Happiness

Oblique Brows

Mouth Stretch

Oblique Brows

Smile

Brows Down

Open Mouth

Closed Mouth

Open Mouth

Duchenne Smile

Closed Mouth

Affect Coordinate Space

~80% of human emotional response modeled in two dimensions

Page 47: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Designing Emotional Feedback

Page 48: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Affect-guided Interest Flow

Interest flow pattern during negative affect

Interest flow pattern during positive affect

How you feel influences what you think about

Page 49: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Interest-guided Affect

What you think about influences how you feel

EtEt -2 Et -1

A BC D

GK

MCAt t

E?t +1

Ct? t?

GR

E?t +2

AC

Good Bad

Interest flow Interest flow Prediction/PlanPrediction/Plan

V = System Mood/Valence

Vt =Vt -2 = Vt -1 = V?t +1 = V?t +2 =

shifts shifts

Past Present Future

Page 50: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Subsystems III

ExperiencerCaptures co-occurence of conscious nodesGenerates "experiences/moment rings" based on this similarityMaintains collection of recent experiences/moment rings, which

form the "breadth of attention" Sequencer

Looks across the Experiencer's recent momentsCaptures potentially interesting sequences of conscious node

activations over timeGenerates "sequence rings" based on this similarity, which can

model procedures, state machines, and plansConcentrator

"sprays" extra interest on most active nodes

Page 51: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Interest-based Concentration

MindBody

Sensors Effectors

MAIN

Subconscious Threshold

Conscious Threshold

Subconscious Nodes

Unconscious Nodes

Arousal influences breadth of interest distribution

Interest-sprayermimics Focus

Valence influences selection of focal concepts(?)

Tot

al N

ode

Inte

rest

Lev

el

Low

High

over

tim

e

Page 52: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Subsystems VI

SensoryMaintains all connections between body sensors and

"sensor nodes" in the networkMostly passive since sensors are driven from the

environment/bodyEffector

Maintains all connections between "effector nodes" in the network and effectors in the body

Drives effector triggering based on effector node activation levels

Page 53: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Sensors and EffectorsSensor Node

Sensory Event Nodes

Sensor Fires

createsandinjectsinterest

InternalSensation

Mind

Body

Effector Node

Effector Event Nodes

IntentionalActivationEffector Fires Executor

creates andinjects interest

Environment

Page 54: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

"Hopsee" Experimental ModelFinding the right design was trickyBalance of simplicity and experimental strengthBased on a "minimal" body

an eye that detects visual change onlya foot that moves the body

–hop effector–hopped proprioceptor

1D infinite sidewalk/tape of white or black tiles (1's or 0's)"Turing Machine" level model, minimal but sufficent

Page 55: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Laboratory

Page 56: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Joshua1

Third Generation System

Page 57: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Comparison with 2nd Generation

2nd Generation 3rd Generation

Additions/Improvements:Hedonic motivation, Experience models, Anticipation/Predicition,Goals, Planning, Execution, Generalization/Specialization, Analogy

Page 58: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Architectural OverviewEmbodied MindSituated BodyDual Semiosis

ProprioceptionEnvironmental

Blackboard-style integration (MAIN)

Universal RepresentationDeep Affective ControlContinuously AdaptiveSelf tuningEmergent self consciousness

Page 59: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Focus: MAIN

Reaper

Planner

Executor

PlanStep

Goalie(sub)Goal

Sequencer

Hedonic

Effectors

Sensors

ExperiencerExperience

AnticipatorPredictorPredictionExpectation

Generalizer

Specializer

Associator

Concentrator

Imagineer

Analogizer

M

A

I

N

current nodes

new or adjusted wires

current nodes

new subnodes

current nodes

new supernodes

current nodes

better new supernodes

current nodes

better new subnodes

nodes and wires

current nodes

candidate sequence rings for plans

longer/stronger sequence rings

current nodes

new experience/moment rings

experience/moment rings

new sequence rings

experience/moment rings for goals

stronger experience/moment rings

pain/pleasure/relief event nodes

sensory event nodes

effector event nodes

candidate sequence rings for predictions

longer/stronger sequence rings

HQ

Q

Q

Q

H

H

Q

Q

HH

H

H

= Quality improvement feedback loop

= Anti-homunculus strategy at work

Awarenesschanging nodes

current nodes

effector activation

Page 60: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Focus: System Mood(Valence)

System Mood(Valence)

Planner

Executor

PlanGoalie

Anticipator

Experiencer

Step

Associator

(sub)Goal

Hedonic

System Arousal

Interest-flow

CurrentExperience

A

BC

Pained State

Pain Event

Pleasure Event

Relief Event

ExpectationPredictorPrediction

shifts

determines interesting nodes

adjusts

continual decrease

point decre

ase

poin

t inc

reas

e

point incre

ase

increase as valence goes neg

increase with big valence changes

incr

ease

with

big

aro

usal

dro

p

decrease arousal goes neg

high valence = optimism

, patience

low valence = pessim

ism, im

patience

decr if abandonedincr if succeed

decr if failed

incr if succeed

decr if fail

incr if desire future

decr if fear future

Novelty = decr slight but cumul.

Familiarity = incr slight but cumul.

adju

st e

mot

iona

l rel

evan

ce o

f wire

s

Page 61: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Focus: System Arousal

System Arousal

System Mood/Valence

Planner

Concentrator

Plan

Goalie

Anticipator

Predictor

Step

BodyPrediction

(sub)Goal

EffectorsSensors

CurrentExperience

A

BC

Expectation

incr

ease

as

vale

nce

goes

neg

increase with big

valence changes

incr

ease

with

big

arou

sal d

rop

decr

ease

aro

usal

goe

s ne

g

Hedonic

Pained State

Pain Event

Pleasure Event

Relief Event Metabolic Parameters(hunger, thirst, fatigue etc.)Physiological attributes thatrequire body-scale actionfor regulation (eat, drink,rest, etc.)

raises and lowers awareness

high input increases

large drop in input decreases

high = fast reaction

low = slow reaction

higher = shorter patience

higher = increase decisiveness

heavy action in future incr

Prep for action

High = sharpen

Low = dull

adju

sts

as n

eede

d

drops suddenlyincreases

increasesincreases

Page 62: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Affective Interest-flow Feedback

Et

DG

MA

System Mood(Valence)

Interestflow

biases

adjusts

shifts attentionto other nodes

System Arousal

adjusts awarenessthresholds that"experience" nodes

bi-drectional influences

Page 63: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Focus: Sequence Ring Lifecycle

EtEt -2 Et -1

A BC D

GK

MCAt t

Planner

Executor

Plan

Goalie

Anticipator

Predictor

Experiencer

Step

Prediction

(sub)Goal

Sequencer

Experience (Et)MAIN

candidate sequenceswith non-terminalsimilarity to currentexperience generalized

sequenceslongersequences

Expectation

new, groundedsequences basedon experience

Q

Q

Q

candidate sequenceswith non-initialsimilarity to currentsubgoal

strengthenedor weakenedplan sequencesbased onexperience

Q

Innate Goals

Reaper uninterestingsequences

= Quality improvement feedback loop

Page 64: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Anticipation Process

Anticipator

Predictors

Predictions

Experience (Et )

Expectations

MAIN

~=

EffectorsSensorsEnvironment

failed

Experience (Et-1)

predicted

stre

ngth

en p

redi

ctor

wai

t/ret

ry o

r ab

ando

n

wea

ken

pred

icto

r

next

pre

dict

ion

Q

Q

Q

longerpredictivesequences

candidatepredictivesequences

Q

partial prediction

gene

raliz

e pr

edic

tion/

pred

icto

r

Q

Q

moregeneralpredictivesequences

Q = Quality improvement feedback loop

Forward-chaining "inferencing"Shapes up quality in predictive cause/effect understanding

Grounded in environmental experience

Multiple quality feedback loopsSimultaneous Predictor - Prediction breadth is a parameter

Et -1

BKC

E

t

DG

MA

Time

Page 65: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Goalie/Planner/Executor Process

Planner

Executor

Plans

GoalieSteps

Subgoals

Experience (Et )

Goal

MAIN

~=

EffectorsSensorsEnvironment

failed

Experience (Et-1)

satisfied

wait/retry or abandon

weaken plan

strengthen plannext step

Q

Q

Q

candidateplanningsequences

longerplanningsequences

Q

Q

generalize plan/step

partial satisfaction

moregeneralplanningsequences

Q

Q = Quality improvement feedback loop

Goal driven motivationBackward-chaining "inferencing"

Shapes up quality in exploiting cause/effect understanding

Grounded in environmental experience

Multiple quality feedback loopsSimultaneous Plan/Subgoal breadth is a parameter

Subgoal effectors are "fired" in order to change environment

Et -1

BKC

Et

DG

MA

Time

Page 66: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Anticipator/Planner Symmetry

Planner

Executor

Plans

Goalie

Anticipator

Predictors

StepsPredictions

Subgoals

Experience (Et )

Expectations

Goal

MAIN

~= ~=

EffectorsSensorsEnvironment

failed failed

Experience (Et-1)

predicted satisfied

stre

ngth

en p

redi

ctor

wai

t/ret

ry o

r ab

ando

n

wea

ken

pred

icto

r

next

pre

dict

ion

wait/retry or abandon

weaken plan

strengthen plannext step

Q

Q Q

QQ

longerpredictivesequences

candidatepredictivesequences

candidateplanningsequences

longerplanningsequences

Q Q

partial prediction

gene

raliz

e pr

edic

tion/

pred

icto

r

Q

Q

moregeneralpredictivesequences

Q

generalize plan/step

partial satisfaction

moregeneralplanningsequences

Q

Q = Quality improvement feedback loop

Et -1

BKC

Et

DG

MA

Time

Page 67: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

“The best way to predict the future…”*

*“…is to create it.” – Alan Kay

Planner

Executor

Plans

Goalie

Anticipator

Predictors

StepsPredictions

Subgoals

Experience (Et )

Expectations

Goal

MAIN

~= ~=

EffectorsSensorsEnvironment

failed failed

Experience (Et-1)

predicted satisfied

stre

ngth

en p

redi

ctor

wai

t/ret

ry o

r ab

ando

n

wea

ken

pred

icto

r

next

pre

dict

ion

wait/retry or abandon

weaken plan

strengthen plannext step

Q

Q Q

QQ

longerpredictivesequences

candidatepredictivesequences

candidateplanningsequences

longerplanningsequences

Q Q

partial prediction

gene

raliz

e pr

edic

tion/

pred

icto

r

Q

Q

moregeneralpredictivesequences

Q

generalize plan/step

partial satisfaction

moregeneralplanningsequences

Q

Q = Quality improvement feedback loop

Et -1

BKC

Et

DG

MA

TimePredict the FuturePredict the Future

Reality CheckReality Check

Create the FutureCreate the Future

Page 68: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

"Mind-Meld" Capability

MindBody

Sensors Effectors

MAIN

MindBody

Sensors Effectors

MAIN

MindBody

Sensors Effectors

+ =

MergedMAIN

Possible because:Representation is comprehensible to humans (unlike neural networks)

Continuously grounded cognitionIdentical bodies in different environments

Continual sequence competitionAlso implies programmability

Page 69: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Testing and Scalable Training

Page 70: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Our Approach to TestingIncremental testing against performance metrics derived from human/animal behavior.

Minimum competences established in three domains: learning, social cognition, language acquisition and processing.

Develop appropriate bodies and environments for specific tests, but use the same "mind"

Hopsee test bed can show that the system develops and exploits a mental model of its environment.

Ultimately, Joshua will pass a Toddler Turing Test which we will develop

Page 71: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

The Toddler Turing Test

Adult cognition rests on an experiential foundation that is in place by roughly age 3.

This foundation includes almost everything encompassed by the term "common sense" but excludes formal learning and logic.

Because current AI efforts have mastered logic-based learning, efforts need to focus on acquiring the missing experiential foundation upon which logic operates.

Page 72: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Minimal Competences

Associative Learning -- Purposefully explore the environment, recognize reward and punishment, avoid danger, form goals and seek to satisfy them.

Social Cognition -- Understand and effectively interact with others, form a self schema, engage in observational learning, demonstrate empathy and attachment.

Language Acquisition -- Acquire and use language flexibly to accomplish goals.

Page 73: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Scalable Learning

Assumes "mind meld" capabilityExploits web-enabled gaming platforms for simulating and managing rich training environments (PS3 target)

Exploits both multiuser gaming phenomenon and A-Life enthusiasm

Designed to appeal to "Creatures" and Tamagotchi users (> 1 million)

Harnesses 1000's of tutors and teachers for Joshua's education

Page 74: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Example: Creatures

A-life environment for breeding, raising and playing with artificial creatures, "Norns"

Simplified models of emotion, metabolism, geneticsCreatures freely explore and learn own their own

Over 1 million copies soldLarge, thriving internet communities of users

>300 sitesBreeding clubsAbuse sitesRecovery sitesOpen source development of characters and objects

Page 75: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

"A very great vision is needed, and the onewho has it must follow it as the eagle seeksthe deepest blue of the sky"

- Crazy Horse

Page 76: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Backup

Page 77: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Design Patterns forComplexity Reduction

Page 78: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Three Powerful Patterns

Whole ValueThing-GroupThingMetatype-Genotype-Phenotype

Discovered by numerous OO Design practitioners during the 2nd decade of Object Technology (late 1980's, early 1990's)

Each provides a unique and powerful mechanism for reducing design complexity

When all three can be applied simultaneously to the same design, the result is usually a serveral orders of magnitude reduction in complexity

Page 79: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Whole ValueReduces design complexity by moving burden of semantic mapping from the designer to the system itself

The "big idea" behind Object Orientation

Electronics

Domain Semantics

MathLogic Data

IdentityLanguag

e Domain Semantics

MathLogic Data

Identity

Language

Electronics

Electronics

?

Data+Functions=Programs

Programs=Object Ensembles

x=f(y)

if a>b then

Domain Semantics

MathLogicData Identit

yLanguage

Page 80: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Thing-GroupThing

Self-similar behavioral decompositionSimilar to "composite" patternReduces complexity of scale

IndustryCompany + Commerce + TransportationFactory + ShippingShop Floor + WarehousingWork Cell + Material HandlingMachine + Adjustable FixtureValves, Motors, Switches

vs

Machine-likeat different scales

Texas InstrumentsSemiconductor Wafer Fab(GemWorks)

Page 81: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Metatype-Genotype-Phenotype

Generalization of Class-Instance relationshipsDirect modeling of conceptual metalevelsReduces complexity of instance configurationsFundamental framework for systems with modifiable and open-ended ontologies

I= Instance

Class

MetaClass

Class Class

I I I I I I I I I

MetatypeGenotypePhenotype

ClassInstance

ClassInstance

What is the class of a metaclass? Supplier MetaContract

Supplier ContractCustomer MetaContractCustomer Contract

GE Capital Vendor Financial Systems

ClassInstance

Page 82: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

MGP

MGP

MGP

Implications of MGP

Note: conceptual metalevels are orthogonal to concept (inheritance)hierarchies

Humans routinely deal with 3 metalevels the current level of attention the level above (the generalization of current level) the level below (specific cases of current level)

Simultaneously working with 4 levels is uncommon, and 5+ is very rare

ExamplesOrganism/Organ/Tissue/Cell/Biomolecules/Atoms/...Social Organization Hierarchies

Page 83: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Implications of MGP

Complexity can be dramatically reduced by shifting it to a higher metalevel

Conservation Rule? We don't think so

GenotypePhenotype

Com

ple

xit

y

MGP

MGP

MGP

Page 84: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Exploiting Complex Adaptive Systems in

Design

Page 85: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Self Organization and Complexity

Feedback networks among interacting behavioral entities trigger the emergence of complex macro-level behavior, and a new entity is created at the metalevel

Page 86: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

The Complexity Continuum

"Fixed""Crystalized""Dead""Total Order"

"Chaotic""Disintegrated""Dead""Total Disorder"

"Complex""Dynamic""Alive""Just right"

"Entropy""External Forces"

"Emergence""Adaptive"

"Self-organization""Autocatalysis"

Forces Interacting

Page 87: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Exploiting Complexity

"Fixed""Crystalized""Dead""Total Order"

"Chaotic""Disintegrated""Dead""Total Disorder"

"Complex""Dynamic""Alive""Just right"Joshua Blue

Design Point

Classical AI Systems and Most ApplicationsStrive for one shot, fixed point determinism

Query

Response

Start

Stop

Continue...

EmergeOur approach trades off determinism and control for expressivepower and adaptivebehavior

Page 88: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Finding the "Edge of Chaos"

Frozen System

s

Chaotic System

s

Page 89: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Complex

Adaptive

Systems

Chaotic System

s

Frozen System

s

Where the wild things are

Page 90: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Complex

Adaptive

Systems

Chaotic System

s

Frozen System

s

Multiple Complexity Continua

Every complex adaptive system (CAS)has its own continuum

Page 91: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Interacting CAS create new CAS at higher metalevel

Chaotic

Complex

Frozen

Chaotic

Complex

Frozen

Chaotic

Complex

Frozen

Chaotic

Frozen

Chaotic

FrozenChaotic

Frozen

Frozen

Complex

Chaotic

Page 92: Joshua Blue Nancy Alvarado, PhD Visiting Scientist IBM Research and UCSD alvarado@psy.ucsd.edu Sam S. Adams IBM Distinguished Engineer IBM Research ssadams@us.ibm.com

Exploiting Multiple CAS in Joshua's design

Design major subsystems as CASIntegrate subsystems by designing interactions between CAS

Repeat as necessaryChaotic

Complex

Frozen

Chaotic

Complex

Frozen

Chaotic

Complex

Frozen

Chaotic

Frozen

Chaotic

Frozen

Chaotic

Frozen

Frozen

Complex

Chaotic