source: doc/userguide.tex@ 242

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Updated user guide with information about the User class (sections 1.2, 4.2-3).

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2% Created by Colin Williams on 2012-01-06.
3% Copyright (c) 2012 __MyCompanyName__. All rights reserved.
4%
5\documentclass[]{article}
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7% Use utf-8 encoding for foreign characters
8\usepackage[utf8]{inputenc}
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11\usepackage[a4paper,top=2cm, bottom=2cm, left=1cm, right=1cm]{geometry}
12\usepackage{minibox}
13% Uncomment some of the following if you use the features
14%
15% Running Headers and footers
16%\usepackage{fancyhdr}
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29% Package for including code in the document
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35% This is now the recommended way for checking for PDFLaTeX:
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48\usepackage{array}
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53\usepackage{mathtools}
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55% clickable links in the contents section
56\usepackage{hyperref}
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86\else
87\usepackage{graphicx}
88\fi
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90% this gives us \FloatBarrier to prevent images to float all to the end
91\usepackage{placeins}
92\newcommand\Genius{{\sc Genius}}
93
94% Alter some LaTeX defaults for better treatment of figures:
95 % See p.105 of "TeX Unbound" for suggested values.
96 % See pp. 199-200 of Lamport's "LaTeX" book for details.
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114
115
116%===========================================================================
117\title{Using the {\Genius} Framework for Running Autonomous Negotiating Parties}
118\author{T. Baarslag, W. Pasman, K. Hindriks, D. Tykhonov}
119
120\date{\today}
121
122
123\begin{document}
124
125\ifpdf
126\DeclareGraphicsExtensions{.pdf, .jpg, .tif}
127\else
128\DeclareGraphicsExtensions{.eps, .jpg}
129\fi
130
131\maketitle
132
133
134\abstract{\noindent {\Genius} \cite{Genius}~is a negotiation environment that implements an open architecture for heterogeneous negotiating parties. {\Genius}~can be used to implement, or simulate, real life negotiations. This document describes how you can install the environment, work with the provided scenarios and negotiation parties, and write, compile, and run an party yourself. \\
135
136\noindent
137For a quick start on how to set up your workspace with {\Genius} we refer to Section \ref{sec:appendix}.
138
139}
140
141\pagebreak
142\tableofcontents
143
144\pagebreak
145
146
147%=========================================================================================
148\section{Theory Crash Course}
149This section provides a crash course on some essential theory needed to understand the negotiation system. Furthermore, it provides an overview of the features of a negotiation implemented in {\Genius}.
150
151\subsection{Bids, Issues and Values}
152Parties participating in a negotiation interact in a domain. The domain specifies the possible bids. The parties all have their own preferences, which is reflected in their profile. Figure~\ref{Fig:domain} shows a picture of a domain that describes the issues in the negotiation.
153
154\begin{figure}[htb]
155 \centering
156 \includegraphics[width=0.4\textwidth]{media/domain.png}
157 \caption{An example domain for laptop negotiation. Issues are orange, values are green}\label{Fig:domain}
158\end{figure}
159
160The \textit{Domain} describes which issues are the subject of the negotiation and which values an issue can attain. A domain contains $n$ issues: $D=(I_1,\ldots,I_n)$. Each issue $i$ consists of $k$ values: $I_i=(v^i_1,\ldots,v^i_k)$. Combining these concepts, a party can formulate a \textit{Bid}: a mapping from each issue to a chosen value (denoted by $c$), $b=(v^i_{c},\ldots,v^n_{c})$.
161
162To give an example, in the laptop domain the issues are ``laptop'', ``harddisk'' and ``monitor''. In this domain the issues can only attain discrete values, e.g. the ``harddisk'' issue can only have the values ``60Gb'', ``80Gb'' and ``120Gb''. These issues are all instance of \textit{IssueDiscrete}. A valid bid in the laptop domain is e.g. \verb|Laptop:Dell, Harddisk: 80Gb, monitor:17"|. A bid \verb|Laptop Asus, Harddisk: 80Gb, monitor:17"| is not a valid bid because Asus is not a valid issue value in the example domain, and \verb|Laptop Asus, Harddisk: 80Gb, CPU:i7"| is not valid because CPU is not an issue in this domain.
163
164\subsection{Preference Profile, Utility Space and Elicitation}
165The \textit{Preference Profile} describes how bids are preferred over other bids. Typically, each participant in a negotiation has his own preference profile. Genius supports utility spaces and partially ordered profiles.
166
167\subsubsection{Utility spaces}
168One form of profile is the \textit{UtilitySpace}. The UtilitySpace specifies the preferences using an \textit{evaluator}: a function that maps bids into a real number in the range [0,1] where 0 is the minimum utility and 1 is the maximum utility of a bid. So a bid is preferred if and only if it has a higher utility than another bid.
169
170A common form of the Utility space is the \textit{Linear Additive Utility Space}. This space is additive because each of the issue values in the domain have their own utility of their own, and all the sub-utilities just add up for the total utility of the bid. For instance, we like Apple with utility evaluation 0.7 and Dell with 0.4, completely independent of how much memory the computer has. Figure~\ref{Fig:utilspace} shows a picture of a utility space for the example domain that we gave above.
171
172\begin{figure}[htb]
173 \centering
174 \includegraphics[width=0.6\textwidth]{media/utilspace.png}
175 \caption{An example additive utility space for the laptop domain.}\label{Fig:utilspace}
176\end{figure}
177
178In an additive space the evaluator also specifies the importance of the issue relative to the other issues in the form of a weight. The weights of all issues sum up to 1.0 to simplify calculating the utility of a bid. The utility is the weighted sum of the scaled evaluation values.
179
180\begin{equation}
181 U(v^i_{c},\ldots,v^n_{c}) = \sum_{i=1}^{n} w_i \dfrac{\text{eval}(v^i_{c})}{\text{max}(\text{eval}(I_i))}
182 \label{eqn:Utility}
183\end{equation}
184
185Other types of UtilitySpaces are the \textit{ConstraintUtilitySpace} and the \textit{NonlinearUtilitySpace}. These are more experimental and not described here in more detail.
186
187\subsubsection{Preference Uncertainty through a Partially ordered profile}\label{sec:partialordering}
188
189The \textit{UncertainAdditiveUtilitySpace} is a profile type that uses a partial ordering instead of assigning a utility value to bids. In a partial ordering, the available information is that bid $X$ is preferred over bid $Y$ for a subset of possible bids.
190
191An UncertainAdditiveUtilitySpace profile is generated from a AdditiveUtilitySpace as will be described in the section \ref{sec:scenariocreation}, but the underlying AdditiveUtilitySpace is normally not visible for the party that uses the profile. Instead, given an UncertainAdditiveUtilitySpace, the agent's goal is to formulate its own estimated utility function $ \hat{U}(\omega) $ that approximates the real utility function $ U(\omega) $ for every bid $\omega$ as much as possible. That is, the agent needs to find `the most likely' utility function from a limited ranking of outcomes.
192
193The generation of the partial ordering works as follows. The values $comparisons$, $errors$ and $experimental$ are additional parameters of the UncertainAdditiveUtilitySpace that control the generation.
194\begin{enumerate}
195\item a subset of $comparisons$ bids are selected randomly from all possible bids.
196\item the selected bids are sorted in ascending utility
197\end{enumerate}
198
199This partial ordering is available to the agent through what we call a \textit{UserModel}.
200
201Notice: AbstractNegotiatonParty on initialization will do a simplistic attempt to convert an UncertainAdditiveUtilitySpace into an AdditiveLinearUtilitySpace.
202
203Warning: if the number of possible bids is very large, iterating over all bids in the outcome space and sorting them can result in running out of memory.
204
205\subsubsection{Elicitation through the User}
206
207In the case where the preference profile is uncertain, the Agent might want to elicit more information about the true utility space in order to improve its UserModel. It is able to do so by querying the \textit{User} against an \textit{elicitation cost}. A User is generated automatically from an UncertainAdditiveUtilitySpace as will be described in section \ref{sec:scenariocreation}. To get a clearer picture of the role of the User, one can think of it as being the personified ``User" for which the agent is negotiating. The Agent can then ask the User questions about what it wants to improve its performance, but this bothers the User to an extent. This bother is captured by the elicitation cost attributed to the User. At the end of the negotiation, the true performance of the Agent is recorded as the User utility. It is obtained by subtracting the total bother inflicted to the User to the utility of the bid agreed upon. Namely, if $\omega$ is the agreement, then:
208
209\begin{equation}
210 \text{User Utility}=U(\omega)-\text{Total Bother Cost}
211\end{equation}
212
213Figure \ref{Fig:uncertainty} presents an overview of the dynamics between the different actors involved under preference uncertainty.
214
215\begin{figure}[htb]
216 \centering
217 \includegraphics[width=0.6\textwidth]{media/Uncertainty_Diagram.png}
218 \caption{Negotiation dynamics under preference uncertainty}\label{Fig:uncertainty}
219\end{figure}
220
221\subsection{Optimality of a Bid}
222In general, given the set of all bids, there are a small subset of bids which are more preferred as outcomes by all parties in the negotiation. Identifying these special bids may lead to a better agreement for both parties.
223
224For a single party, the optimal bid is the bid that is most preferred / has maximum utility. Often this bid is not preferred so much / has a low utility for other parties, and therefore the chance of agreement is low. A more general notion of optimality of a negotiation involves the utility of all parties.
225
226\begin{figure}[htb]
227 \centering
228 \includegraphics[width=0.37\textwidth]{media/image5.png}
229\caption{A point indicates the utility for both parties of a bid. The red line is the Pareto optimal frontier.}\label{Fig:utility plot}
230\end{figure}
231
232There are multiple ways to define a more global ``optimum''. One approach to optimality is that a bid is not optimal for both parties if there is another bid that has the higher utility for one party, and at least equal utility for the other party. Thus, only bids in Figure~\ref{Fig:utility plot} for which there is no other bid at the top right is optimal. This type of optimality is called Pareto optimality and forms an important concept in automated negotiation. The collection of Pareto optimal bids is called the Pareto optimal frontier.
233
234A major challenge in a negotiation is that parties can hide their preferences. This entails that an party does not know which bid the opponent prefers given a set of bids. This problem can be partly resolved by building an \textit{opponent model} of the opponent's preferences by analyzing the negotiation trace. Each turn the party can now offer the best bid for the opponent given a set of similar preferred bids. {\Genius} provides a number of components that can estimate an opponent model.
235
236\subsection{Negotiation Protocol}
237The negotiation protocol determines the overall order of actions during a negotiation. Parties are obliged to stick to this protocol, as deviations from the protocol are caught and penalized. {\Genius} supports multiple protocols. These are discussed in detail in section \ref{sec:protocols}.
238
239
240\subsection{Reservation Value}
241A reservation value is a real-valued constant that sets a threshold below which a rational party should not accept any offers. Intuitively, a reservation value is the utility associated with the Best Alternative to a Negotiated Agreement (BATNA).
242
243A reservation value is the minimum acceptable utility, offers with a utility would normally not be accepted by a party. Reservation values typically differ for each negotiation party. In case no reservation value is set in a profile, it is assumed to be 0. Notice that if a negotiation ends with no agreement, parties normally get a utility of 0, regardless of the reservation value.
244
245\subsection{Time Pressure}
246A negotiation lasts a predefined time in seconds, or alternatively rounds. In {\Genius}~the time line is \emph{normalized}, i.e.: time $t \in [0, 1]$, where $t = 0$ represents the start of the negotiation and $t = 1$ represents the deadline. Notice that manipulation of the remaining time can be a factor influencing the outcome.
247
248There is an important difference between a time-based and rounds-based protocol. In a time-based protocol the computational cost of an party should be taken into account as it directly influences the amount of bids which can be made. In contrast, for a rounds-based negotiation the time can be thought of as paused within a round; therefore computational cost does not play a role.
249
250Apart from a deadline, a scenario may also feature \emph{discount factors}. Discount factors decrease the utility of the bids under negotiation as time passes. While time is shared between both parties, the discount generally differs per party.
251The default implementation of discount factors is as follows: let $d$ in $[0, 1]$ be the discount factor that is specified in the preference profile of a party; let $t$ in $[0, 1]$ be the current normalized time, as defined by the timeline; we compute the discounted utility $U_D^t$ of an outcome $\omega$ from the undiscounted utility function $U$ as follows:
252\begin{eqnarray}
253U_D^t(\omega) = U(\omega) \cdot d^t
254\end{eqnarray}
255If $d = 1$, the utility is not affected by time, and such a scenario is considered to be undiscounted, while if $d$ is very small there is high pressure on the parties to reach an agreement. Note that discount factors are part of the preference profiles and therefore different parties may have a different discount factor.
256
257If a discount factor is present, reservation values will be discounted in exactly the same way as the utility of any other outcome. It is worth noting that, by having a discounted reservation value, it may be rational for parties to end the negotiation early and thereby default to the reservation value.
258
259Note: time pressure has little meaning if the profile is not defined in terms of utilities, eg a partially ordered profile.
260
261%=========================================================================================
262\section{Protocols}\label{sec:protocols}
263This section describes the various negotiation protocols. The protocol determines the overall order of actions during a negotiation.
264This section focuses on the MultiParty protocols as these have been properly developed. There is also a protocol class for the bilateral negotiation, but this is basically a hard coded Stacked Alternating Offers Protocol and not further developed.
265
266 The (Multilateral) protocol describes if the negotiation is finished, what the agreement is, which actions can be done in the next round. Briefly, to run a session the system checks with the protocol if the negotiation is already finished, and if not which calls need to be made to the parties (both chooseAction and receiveMessage). We recommend checking the javadoc of MultilateralProtocol for up-to-date detail information and how the protocol is used by the system to run sessions.
267
268 The Multilateral protocol uses the notion of rounds and turns to describe the negotiation layout. A round is a part of the negotiation where all participants get a turn to respond to the current state of the negotiation. A turn refers to the opportunity of one party to make a response to the current state of the negotiation.
269
270If a party violates the protocol -- for instance by sending an action that is not one of the allowed ones, or by crashing, the negotiation ends and the outcome usually is 'no agreement' for all parties. In bilateral negotiation we have a special case then: the party's utility is set to its reservation value, whereas the opponent is awarded the utility of the last offer.
271
272All protocols are found in the package \verb|genius.core.protocol| and have the names matching the subsections below.
273
274
275\subsection{Stacked Alternating Offers Protocol}
276According to this protocol \cite{MultilateralOffersProtocols} , all of the participants around the table get a turn per round. Turns are taken clock-wise around the table. One of the negotiating parties starts the negotiation with an offer that is observed by all others immediately. Whenever an offer is made, the next party in line gets a call to receiveMessage containing the bid, followed by a call to chooseAction from which it can return the following actions:
277\begin{itemize}
278\item Accept the offer (not available the very first turn).
279\item send an Offer to make a counter offer (thus rejecting and overriding the previous offer, if there was any)
280\item send an EndNegotiation and ending the negotiation without any agreement.
281\end{itemize}
282
283This protocol is the default protocol for Parties (as returned by getProtocol()).
284
285
286\subsection{Alternating Multiple Offers Protocol}
287According to this protocol \cite{MultilateralOffersProtocols}, all parties have a bid from all parties available to them, before they vote on these bids. This implemented in the following way: The protocol has a bidding phase followed by voting phases. In the bidding phase all participants put their offer on the table. These offers appear to all parties through receiveMessage() in a specific order. In the voting phases all participants vote on all of the bids on the negotiation table, in the same order as received. For each offer, the party's chooseAction() is called. If one of the bids on the negotiation table is accepted by all of the parties, then the negotiation ends with this bid.
288
289In each even round (we start in round 0), each party gets only one turn for an OfferForVoting.
290
291In each odd round there are N voting turns for each party (N being the number of offers), one for each offer in order of reception. these are the available options:
292\begin{itemize}
293\item Accept the offer
294\item Reject the offer
295\end{itemize}
296
297
298\subsection{Alternating Majority Consensus Protocol}
299
300This protocol is essentially equal to the Alternating Multiple Offers Protocol, but now an offer the protocol keeps track of the acceptable offer that got most accepts.
301Initially, this may be the first offer that got one accept. After a number of rounds, some offers receive multiple accepts and these then become the new acceptable offer.
302
303If an offer is accepted by all parties, the negotiation ends. Otherwise, the negotiation continues (unless the deadline is reached). If the deadline is reached, the acceptable offer becomes the agreement.
304
305
306\subsection{Simple Mediator Based Protocol}
307In this protocol, the parties do not hear the other parties directly. Instead, they only hear the mediator and the mediator hears the bids of all the parties. The mediator determines which bid will be voted on, collects the votes and determines the outcome. The mediator is just another NegotiationParty, but it extends Mediator.
308
309The protocol requires that exactly one party is a Mediator. The {\Genius} GUI enforces this presence of a Mediator. When you run a negotiation from the command line you have to ensure the presence of a single Mediator.
310
311This protocol uses the following turns in every round:
312\begin{enumerate}
313\item Mediator proposes an OfferForVoting
314\item The other parties (not the mediator) place a VoteForOfferAcceptance on the OfferForVoting
315\item The mediator makes a InformVotingResult that informs all parties about the outcome of this round.
316\end{enumerate}
317
318With this protocol, the last InformVotingResult with an accept determines the current outcome.
319
320As mentioned, you have to provide one mediator. There is the following options
321\begin{itemize}
322\item RandomFlippingMediator. This mediator generates random bids until all parties accept. Then, it
323 randomly flips one issue of the current offer to generate a new offer. It
324 keeps going until the deadline is reached.
325 \item FixedOrderFlippingMediator. This mediator behaves exactly like the RandomFlippingMediator, except that it uses a fixed-seed Random generator for every run. This makes it easier for testing.
326
327\end{itemize}
328
329\subsection{Mediator Feedback Based Protocol}
330Like the Simple Mediator Based Protocol, the parties do not hear the other parties directly. Instead, they only hear the mediator and the mediator hears the bids of all the parties. The mediator determines which bid will be voted on, collects the votes and determines the outcome. The mediator is just another NegotiationParty, but it extends Mediator.
331
332 The mediator generates its first bid randomly and sends it to the negotiating parties. After each bid, each party compares the mediator\vtick s new bid with his previous bid and gives feedback (`better', `worse' or `same') to the mediator. For its further bids, the mediator updates the previous bid, hopefully working towards some optimum. The negotiation runs on until the deadline (unless some party crashes). This protocol is explained in detail in \cite{MultiMediatedNegoProtocolsWithFeedback}.
333
334This protocol uses the following turns in every round:
335\begin{enumerate}
336\item Mediator proposes an OfferForFeedback.
337\item The other parties (not the mediator) place a GiveFeedback, indicateing whether the last bid placed by the mediator is better or worse than the previous bid.
338\end{enumerate}
339
340The accepted bid is the last bid that was not receiving a `worse' vote.
341
342\subsection{Beyond the Protocol}
343This section outlines the procedures for the parts of the session outside the scope of the protocol specification.
344
345Before the protocol can be started, the parties have to be loaded and initialized. During initialization, the party's persistent data may have to be loaded from a file. If the persistent data can not be read, a default empty dataset is created for the party. Then the party's init code is called to set up the party. All the time spent in this initialization phase is already being subtracted from the total available negotiation time.
346
347After the protocol has been completed, the protocol is called a last time to determine the final outcome.
348The parties are called to inform them that the negotiation ended, and what the outcome was. This happens even when parties crashed or did illegal actions. The negotiation has already finished, so these calls are not weighing in on the total negotiation time. Instead, these calls are typically limited to 1 second.
349
350Finally, if the party has modified the persistent data, this data needs to be saved. Again, this action is limited to a 1 second duration.
351
352Errors surrounding these out-of-protocol procedures are not part of the negotiation itself and therefore logged and handled separately. These errors are printed only to the console/terminal \footnote{To see the console output, run from Eclipse or start up Genius from a separate terminal. }
353, and only from the single session runner.
354
355
356%=========================================================================================
357\section{Install and Run {\Genius} }
358{\Genius} can run on any machine running Java 8. Java 9 is not yet supported. Please report any bugs found to \url{negotiation@ii.tudelft.nl}.
359
360To install the environment, the file \texttt{genius-XXX.zip} can be downloaded from \url{http://ii.tudelft.nl/genius/?q=article/releases}. Unzip the file at a convenient location on your machine. This will result in a folder ``genius-XXX" containing the following files:
361
362\begin{itemize}
363 \item a \texttt{userguide.pdf} which is this document.
364 \item \texttt{genius-XXX.jar}, the {\Genius} negotiation simulator;
365 \item a few example folders, containing ready-to-compile parties and components.
366 \item a \texttt{multilateraltournament.xml} example file
367\end{itemize}
368
369You start {\Genius} by double-clicking the genius-XXX.jar file, or using "open with" and then selecting Java.
370
371 After starting the simulator a screen similar to Figure~\ref{Fig:negosimulator start} is shown. This screen is divided in three portions:
372
373\begin{itemize}
374 \item The \textbf{Menubar} allows us to start a new negotiation.
375 \item The \textbf{Components Window} shows all available scenarios, parties, and BOA components.
376 \item The \textbf{Status Window} shows the negotiation status or selected domain/preference profile.
377\end{itemize}
378
379\begin{figure}[htb]
380 \centering
381 \includegraphics[width=0.6\textwidth]{media/start.png}
382\caption{{\Genius} right after start-up. The left half is the components panel, the right half the status panel.}\label{Fig:negosimulator start}
383\end{figure}
384
385
386Progress messages and error messages are printed mainly to the standard output. On Mac OSX you can view these messages by opening the console window (double-click on Systemdisk/Applications/Utilities/Console.app). On Windows this is not directly possible. Console output can be read only if you start the application from the console window by hand, as follows. Go to the directory with the genius-XXX.jar and enter
387\texttt{java -jar genius-XXX.jar}.
388This will start the simulator, and all messages will appear in the console window. You may see some errors and warnings that are non-critical.
389
390In some rare cases, parties and scenarios require more memory than allocated by default to Java. This problem can be resolved by using the Xmx and Xms parameters when launching the executable jar, for example \texttt{java -Xmx1536M -Xms1536M -jar genius-XXX.jar}. But usually, if your party runs out of memory then there is some design flaw or bug. Competitions usually are run with the default amount of java memory so it is recommended to ensure that your party performs properly without requiring additional memory.
391
392Please refer to chapter \ref{sec:debugging} for instructions on running {\Genius} in debug mode to debug your party.
393
394\subsection{Running on Hi-DPI screens}
395There is a bug in Java 8 that prevents windows from scaling up the {\Genius} application windows on hi-dpi screens. The bug is that Java 8 tells Windows that it will do the up-scaling itself, while java actually does not scale up anything. To fix this, do the following:
396
397Find \verb|java.exe| and \verb|javaw.exe| that are used for running {\Genius} (Double check if you have installed multiple versions of Java). Usually they are somewhere below \verb|C:\Program Files\Java\jre\bin| or similar. For both applications, do this:
398
399\begin{enumerate}
400
401\item Right click on the icon and select Properties
402\item Go to Compatibility tab
403\item Check "Override high DPI scaling behavior".
404\item Scaling performed by: set to "System"
405\end{enumerate}
406
407%=========================================================================================
408\section{Scenario Creation}\label{sec:scenariocreation}
409{\Genius} offers tools to create Domains and Profiles. Currently {\Genius} supports editing the Additive and the UncertainAdditive utility space
410 This section discusses how to create domains and preference profiles.
411
412
413\subsection{Creating a Domain}
414By right clicking on the list of available scenarios in the Domains panel a popup menu with the option to create a new domain is shown. After clicking this option a pop-up appears requesting the name for the new domain. After you enter a name and click ok, the new domain is created and a window similar to Figure~\ref{Fig:newdomain} is shown. Initially, a domain contains zero issues. We can simply add an issue by pressing the ``Add issue'' button. This results in the opening of a dialog similar to Figure~\ref{fig:createIssueD}.
415
416\begin{figure}[htb]
417 \centering
418 \includegraphics[width=0.9\textwidth]{media/exampledomain.png}
419\caption{{\Genius} after creating a new Example domain.}\label{Fig:newdomain}
420\end{figure}
421
422The current version of {\Genius}~supports the creation of discrete and integer issues. Starting with a discrete issue, the values of the issue should be specified. In Figure~\ref{fig:createIssueD} we show the values of the issue ``Harddisk''. Note the empty evaluation values window, later on when creating a preference profile we will use this tab to specify the preference of each value.
423
424Instead of a discrete issue, we can also add an integer issue as shown in Figure~\ref{fig:createIssueI}. For an integer issue we first need to specify the lowest possible value and the highest value, for example the price range for a second hand car may be $[500, 700]$. Next, when creating a preference profile we need to specify the utility of the lowest possible value (500) and the highest value (700). During the negotiation we can offer any value for the issue within the specified range.
425
426The next step is to press ``Ok'' to add the issue. Generally, a domain consists of multiple issues. We can simply add the other issues by repeating the process above. If you are satisfied with the domain, you can save it by pressing ``Save changes''.
427
428Finally, note that the issues of a domain can only be edited if the scenario does not (yet) specify preference profiles. This is to avoid inconsistencies between the preference profiles and the domains.
429
430\begin{figure}[ht]
431\center
432\begin{minipage}[b]{0.35\linewidth}
433 \includegraphics[width=0.95\textwidth]{media/image7a.png}
434\caption{Creating a discrete issue.}
435\label{fig:createIssueD}
436\end{minipage}
437\begin{minipage}[b]{0.55\linewidth}
438 \includegraphics[width=1.0\textwidth]{media/image7b.png}
439\caption{Creating an integer issue.}\label{fig:createIssueI}
440\end{minipage}
441\end{figure}
442
443\FloatBarrier
444
445\subsection{Creating an AdditiveUtilitySpace}\label{sec:createAdditive}
446Now that we created a domain, the next step is to add a set of preference profiles. Make sure that your domain is correct before proceeding, as \textit{the domain can not be changed when it contains profiles}. By right clicking on the domain a popup menu is opened which has an option to create a new preference profile. Selecting this option results in the opening of a new window which looks similar to Figure~\ref{fig:utilcreated}.
447
448\begin{figure}[htb]
449 \centering
450 \includegraphics[width=0.8\textwidth]{media/laptop.png}
451\caption{{\Genius} after creating a new utility space.}\label{fig:utilcreated}
452\end{figure}
453
454Now you are ready to start customizing the preference profile. There are three steps: setting the importance of the issues, determining the preference of the values of the issues, and configuring the reservation value and discount. Make sure that you leave the "Enable preference uncertainty" checkbox unchecked.
455
456\begin{enumerate}
457\item Adjust the relative weights of the issues by using the sliders next to that issue. Note that when you move a slider, the weights of the other sliders are automatically updated such that the all weights still sum up to one. If you do not want that the weight of another issue automatically changes, you can lock its weight by selecting the checkbox behind it. Now that we set the weights of the issues, it is a good idea to save the utility space.
458\item set the evaluation of the issues. To specify the evaluation of an issue you can double click it to open a new window looking similar to Figure~\ref{fig:createIssueD} or Figure~\ref{fig:createIssueI} depending on the type of the issue.
459
460For a discrete issue we need to specify the evaluation value of each discrete value. A specific value can be assigned any positive non-zero integer as evaluation value. During the negotiation the utility of a value is determined by dividing the value by the highest value for that particular issue. To illustrate, if we give 60 Gb evaluation 5, 80 Gb evaluation 8, and 120 Gb evaluation 10; then the utilities of these values are respectively 0.5, 0.8, and 1.0.
461
462Specifying the preference of a integer issue is even easier. In this case we simply need to specify the utility of the lowest possible value and the highest possible value. The utility of a value in this range is calculated during the negotiation by using linear interpolation of the utilities of both given utilities.
463
464\item The final step is to set the reservation value and discount of a preference profile.
465
466\item If you are satisfied with the profile you can save it by pressing ``Save changes''.
467\end{enumerate}
468
469\subsection{Creating an UncertainAdditiveUtilitySpace and a User}
470
471To create an uncertain additive utility space, first open or create an AdditiveUtilitySpace (section \ref{sec:createAdditive}), which defines a utility function $U$ over all possible outcomes. Check the "Enable preference uncertainty" checkbox (Figure \ref{fig:utilcreated}) to create a UncertainAdditiveUtilitySpace.
472
473The resulting UncertainAdditiveUtilitySpace is a partial ordering generated from the AdditiveUtilitySpace $U$. To be precise, it is a ranking $\mathcal{O}$ of $d$ different bids in the outcome space, consistent with $U$~\cite{Tsi18}:
474
475\begin{equation}
476\mathcal{O}=\left\{o^{(1)},o^{(2)}, \dots, o^{(d)} \right\}, \textrm{where } U(o^{(1)}) \leq U(o^{(2)}) \cdots \leq U(o^{(d)}).
477\end{equation}
478
479
480Use ``Nr. of outcomes in ranking'' to set $d$. The smaller you choose $d$, the higher the level of preference uncertainty. The minimal and maximal bid in the domain are always present in the ranking, which is why the smallest $d$ that can be chosen is 2. If you want to have the bid comparisons list to be a `controlled random' sequence that generates the same random ranking at every run, leave the fixed seed option enabled. If you want to generate different random bids at every run, disable the fixed seed option. If your profile is for testing purposes, also check ``Grant parties access to real utility functions''. The details of these settings are explained in section \ref{sec:partialordering}.
481
482The creation of an uncertain additive utility space automatically creates a User that has the ability to reveal information about the true utility of the bids against an elicitation cost in the range $[0,1]$. Use ``Elicitation cost" to set the cost of eliciting information from the User. Press "Save changes" to store your profile.
483
484%=========================================================================================
485\section{Running Negotiations}
486This section discusses how to run a negotiation. There are two modes to run a negotiation:
487
488\begin{itemize}
489 \item \textbf{Session}. A single negotiation session in which a number of parties negotiate.
490 \item \textbf{Tournament}. A tournament of multiparty sessions.
491\end{itemize}
492
493you start one of these by selecting them from the Start menu (Figure \ref{Fig:negosimulator start}).
494
495Before going into detail on how each of these modes work, we first discuss the two types of parties that can be used: automated parties and non-automated parties. Automated parties are parties that can compete against other parties in a negotiation without relying on input by a user. In general, these parties are able to make a large amount of bids in a limited amount of time.
496
497In contrast, non-automated parties are parties that are fully controlled by the user. These types of parties ask the user each round which action they should make. {\Genius}~by default includes the UIAgent -- which has a simple user interface -- and the more extensive Extended UIAgent.
498
499
500\subsection{Running a Session}\label{sec:singlesessionrun}
501To run a negotiation session select the menu ``Start'' and then ``Session''. This opens a window similar to Figure~\ref{Fig:multipartysession}.
502
503\begin{figure}[h!]
504 \centering
505 \includegraphics[width=0.5\textwidth]{media/multipartysession.png}
506\caption{A multi-party negotiation session.}\label{Fig:multipartysession}
507\end{figure}
508
509The following parameters need to be specified to run a negotiation:
510
511\medskip
512\begin{minipage}{.8 \textwidth}
513\begin{itemize}
514 \item \textbf{Negotiation protocol}. The set of available protocols. See Chapter \ref{sec:protocols}.
515 \item \textbf{Mediator}. The mediator ID and strategy that is to be used for this session. This is only visible if the protocol uses a mediator.
516 \item \textbf{Participant Information}. The information (ID, strategy, profile) for the a party in the session. This information is copied into the table of participants when you click "Add Party".
517 \item \textbf{A table with participants}. This table shows all currently added participants. You can add a party by setting the participant information above, and then clicking "Add Party". You can remove a party by selecting the party to remove in the table, and then clicking "Remove Party".
518 \item \textbf{Deadline}. The deadline to use. Can be "Round" or "Time". This determines the maximum duration of the session.
519 \item \textbf{Data Persistency}. What kind of persistent data is available to the parties. The options are discussed in section \ref{sec:sessiongeneration}.
520 \item \textbf{Enable System.out print}. If disabled, all system.out.print is suppressed during the negotiation. This is useful if for instance parties are flooding the output console, slowing down the system.
521 \item \textbf{Enable progress graph}. If enabled (default), a progress chart is shown during the negotiation. You can disable this e.g. if the drawing is slowing down the system.
522\item \textbf{Bilateral options} These appear only if you have exactly 2 parties added. The sub-options of this panel are
523 \begin{itemize}
524 \item \textbf{Show Util-Util Graph}. If enabled, the progress panel will show a graph where the utilities of the 2 parties are set along the X and Y axes. Also, the pareto frontier and nash point are shown in this graph. If disabled, it will show the default: a graph where the utilities of all parties are along the Y axis, and the time along the X axis.
525 \item \textbf{Show all bids}. If enabled, and if 'Show Util-Util Graph' is enabled, this will show all the possible bids in the Util-Util graph.
526 \end{itemize}
527
528\end{itemize}
529\end{minipage}
530\medskip
531
532
533The negotiation is started when you press the start button. The tab contents will change to a progress overview panel
534showing you the results of the negotiation (Figure \ref{fig:biprogress} and Figure \ref{fig:multiprogress}). The results are also stored in a log file.
535 These results can be easily analyzed by importing them into spreadsheet software such as Excel.
536
537 \begin{figure}[ht]
538 \center
539 \begin{minipage}[b]{0.4\linewidth}
540 \includegraphics[width=0.95\textwidth]{media/bilateralprogress.png}
541 \caption{Bilateral progress panel.}
542 \label{fig:biprogress}
543 \end{minipage}
544 \begin{minipage}[b]{0.4\linewidth}
545 \includegraphics[width=0.95\textwidth]{media/multilateralprogress.png}
546 \caption{Multilateral progress.}\label{fig:multiprogress}
547 \end{minipage}
548 \end{figure}
549
550
551\subsection{Running a Tournament}
552A tournament is a set of sessions. To prepare a tournament, select ``Start'' and then ``Tournament''.
553
554\begin{figure}[htb]
555 \centering
556 \includegraphics[width=0.7\textwidth]{media/multipartytournament.png}
557\caption{Tournament}\label{Fig:multipartytournament}
558\end{figure}
559
560The Tournament tab will appear similar to Figure~\ref{Fig:multipartytournament}. This panel shows a set of tournament options. The detailed meaning of all these settings is explained in \ref{sec:sessiongeneration}.
561
562\begin{itemize}
563 \item \textbf{Protocol}. The protocol to use for each session.
564 \item \textbf{Deadline}. The limits on time and number of rounds for each session.
565 \item \textbf{Number of tournaments}. The number of times the entire tournament will be run.
566 \item \textbf{Agents per Session}. The number of agents N to use for each session.
567 \item \textbf{Agent Repetition}. whether to draw parties with or without return.
568 \item \textbf{Randomize session order}. whether to randomize the session order
569 \item \textbf{Data persistency}. The type of persistent data available to the parties. Same options as in section \ref{sec:singlesessionrun}.
570 \item \textbf{Mediator}. The mediator to use. This option is visible only if the selected protocol needs a mediator.
571 \item \textbf{Agents}. The pool of agents to draw from. Click or drag in the agents area to (de)select agents. Click "Clear" to clear the pool.
572 \item \textbf{Profiles}. The profiles pool. Click or drag in the profiles area to (de)select agents. Click "Clear" to clear the pool.
573 \item \textbf{Special bilateral options}. These options appear only if Agents per session is set to 2 and is discussed in below .
574\end{itemize}
575
576
577
578\subsubsection{Bilateral special options}
579If you have set 'Agents per session' to 2, and deselect 'Agent play both sides', you get an additional panel where you can select different Agents and Profiles for the B side of the 2-sided negotiation as in Figure~\ref{Fig:multipartytournament2}.
580
581\begin{figure}[htb]
582 \centering
583 \includegraphics[width=0.7\textwidth]{media/multipartytournament2.png}
584\caption{Bilateral Tournament}\label{Fig:multipartytournament2}
585\end{figure}
586
587After you click "Start Tournament", the tournament starts. The panel then is swapped for a tournament progress panel (Figure \ref{Fig:tournamentprogress}).
588In the top there is a progress bar showing the total number of sessions and the current session. The table shows all session results. The table is also saved to a $.csv$ log file in the log directory.
589
590\begin{figure}[htb]
591 \centering
592 \includegraphics[width=0.9\textwidth]{media/tournamentprogress.png}
593\caption{Tournament Progress panel}\label{Fig:tournamentprogress}
594\end{figure}
595
596The results of the tournament are shown on screen and also stored in a log file. These results can be easily analyzed by importing them into spreadsheet software such as Excel.
597
598
599\subsection{Running from the command line}
600You can run a multi-party tournament from the command line, as follows.
601
602\begin{enumerate}
603\item Prepare an xml file that describes the settings for the tournament
604\item Run the command runner and give it the prepared file
605\end{enumerate}
606
607\subsubsection{Prepare the XML settings file}
608The first step is to create an xml file containing the values needed for session generation (Section \ref{sec:sessiongeneration}).
609Make a copy of the \verb|multilateraltournament.xml| file inside your genius directory and edit it (with a plain text editor). Inside the \verb|<tournaments>| element you will find a number of \verb|<tournament>| elements. Each of these \verb|<tournament>| elements defines a complete tournament so you can run multiple tournaments using one xml file.
610
611The contents of each \verb|<tournament>| element is as follows. The meaning of the fields is detailed in section \ref{sec:sessiongeneration}.
612
613\begin{itemize}
614\item \textbf{protocolItem}. Contains the protocol to use, in the form of a protocolItem.
615\item \textbf{deadline}. the Deadline value.
616\item \textbf{repeats}. the repeats value.
617\item \textbf{persistentDataType}. The type of the persistent data.
618\item \textbf{numberOfPartiesPerSession}. the Parties per session value.
619\item \textbf{repetitionAllowed}. the value for the Party Repetition.
620\item \textbf{enablePrint}. allow agents to print.
621\item \textbf{partyRepItems}. This element contains a number of \verb|<item>| elements. Each of these party items contains a description of a party as discussed below.
622\item \textbf{mediator}. the mediator, if needed. This is similar in contents to a party item discussed below.
623 \item \textbf{partyProfileItems}. This element contains a number of items. There must be at least as much as numberOfNonMediatorsPerSession.
624 \end{itemize}
625
626We have a number of items:
627\begin{itemize}
628
629\item A profile item : contains
630 \begin{itemize}
631 \item \textbf{url} that contains the description of that party profile. These URIs point to files and therefore are of the form \verb|file:path/to/file.xml|
632 \end{itemize}
633
634\item A party item (and mediator) contains:
635 \begin{itemize}
636 \item \textbf{classPath} the java.party.class.path to the main class. That class must implement the NegotiationParty interface
637 \item \textbf{properties} can contain a number of \verb|<property>| nodes with these values
638 \begin{itemize}
639 \item isMediator: this property indicates the party item is a mediator. If not set, the party will be
640 run as a normal party instead of a mediator, which will probably cause protocol violations
641 \end{itemize}
642 \end{itemize}
643
644\item protocol item. This item contains the protocol information:
645 \begin{itemize}
646 \item \textbf{hasMediator} which is true iff protocol requires mediator
647 \item \textbf{description} a one-line textual description of the mediator
648 \item \textbf{classPath} the java full.class.path of the protocol class
649 \item \textbf{protocolName} a brief protocol name
650 \end{itemize}
651\end{itemize}
652
653
654
655The tournament will consist of sessions created creating all permutations of \verb|<numberOfNonMediatorsPerSession>| from the partyRepItems (with or without reuse, depending on \textbf{repetitionAllowed}. The randomization also is applied to the profile items.
656
657
658\subsubsection{Run the tournament}
659To run the tournament, open a terminal/console and change the working directory to the genius directory.
660Then enter this command (where yourfile.xml is the name of the file you just edited and XXX the version of genius that you use):
661
662\vspace{0.5cm}
663\verb|java -cp genius-XXX-jar-with-dependencies.jar genius.cli.Runner yourfile.xml|
664\vspace{0.5cm}
665
666Press return if the app prompts you for the log file location to log to the default \verb|logs/...csv| file.
667
668\subsection{Tournament Session Generation}\label{sec:sessiongeneration}
669Instead of manually setting all the setting, a tournament generates the exact session settings from the tournament settings. These
670settings are specified either in the user interface settings, or in an XML file. The parameters are:
671
672\begin{itemize}
673\item \textbf{Protocol} The protocol value is used for all sessions. See section \ref{sec:protocols}.
674\item \textbf{Mediator} The mediator to use for all sessions (ignored if the protocol does not need a mediator)
675\item \textbf{Deadline} The deadline is used for all sessions. A deadline contains two values:
676 \begin{itemize}
677 \item \textbf{value}. This is the maximum value determining the deadline. Must be an integer $\ge 1$.
678 \item \textbf{type.} Can be either $ROUND$ or $TIME$. If $ROUND$, the value is the number of rounds. If $TIME$, value is a time in seconds.
679 \end{itemize}
680\item \textbf{Data persistency}. The type of persistent data available to the parties. The next time a party of the same class and same profile runs in a tournament, it will receive the previously stored data. The options are
681 \begin{itemize}
682 \item \textbf{Disabled}. Parties do not receive any persistent data. This is the default.
683 \item \textbf{Serializable}. Parties can save anything serializable in the $PersistentDataContainer$.
684 \item \textbf{Standard}. Parties receive a prepared, read only StandardInfo object inside the $PersistentDataContainer$..
685 \end{itemize}
686\item \textbf{repeats} This is also called 'number of tournaments' and determines the number of times a complete tournament will be run.
687\item \textbf{Randomize Session Order} Whether all generated sessions within a tournament must be randomized.
688\item \textbf{Parties per session} The number of parties to draw for each session. This excludes a possible mediator.
689\item \textbf{Party Repetition} true if parties are to be drawn from the parties pool with return, false if they are to be drawn without return.
690\item \textbf{Parties and Profile pool for side A} A list from which parties and profiles will be drawn
691\item \textbf{Parties and Profile pool for side B} Another list of parties and profiles. Only used with bilateral generation (see below).
692\end{itemize}
693
694The tournament generation works as follows.
695
696If there are exactly 2 parties per session and the parties and profiles for side B have been set, then bilateral generation is used. Otherwise, multilateral generation is used. This generation method creates an ordered list of sessions for 1 tournament. If the 'Randomize Session Order' is set, the list is randomized. All sessions use the same protocol, mediator, deadline and data persistency.
697This generation is called repeatedly, as set in 'repeats', and all generated session lists are accumulated in a big session list. This is the final result of the tournament generation.
698
699\subsubsection{Multilateral generation}
700In multilateral generation, all possible combinations of parties and profiles (using pool A) are generated as follows. the indicated number of parties per session $N$ are drawn from party pool A, with our without return as specified in 'Party Repetition'. Also, $N$ profile items are drawn, ordered without return, from the profiles pool. These two lists are then paired into groups of $N$ party-profile pairs.
701
702\subsubsection{Bilateral generation}
703In bilateral generation, first a set of participants P of all combinations of 1 party and 1 profile are drawn from the side A pool. Similarly a set of participants Q is drawn for the B pool. Then, the sessions set consists of all combinations of one participant from P and another participant from Q .
704
705
706
707
708
709%=========================================================================================
710\section{Quality Measures}\label{sec:qm}
711
712Genius logs a large number of quality measures to log files~\cite{Baarslag12AI,Baarslag13AIT}. Logs are written both in \verb|.csv| and \verb|.xml| format.
713Logs are written to the \verb|log/| directory. Filenames contain the date and time the session/tournament started.
714
715The output of the log files differs, depending on whether you ran a tournament or a single session. The following subsections discuss the output for these.
716
717Party names are printed as follows. If the party is a normal NegotiationParty, then the party will print out as something like \verb|Atlas32016@2|. The part before the '@' is the party's name, the part after the '@' is added by the runner to make the name unique. If the party is a BOA party, the name is "boa-" followed by the concatenation of its offering strategy, acceptance condition, opponentmodel and omstrategy. For example you may get this as boa party name:
718
719\begin{verbatim}
720boa-genkus.core.boaframework.offeringstrategy.anac2012.CUHKAgent_Offering-
721genius.core.boaframework.acceptanceconditions.anac2012.AC_CUHKAgent-
722genius.core.boaframework.opponentmodel.CUHKFrequencyModelV2-
723genius.core.boaframework.omstrategy.TheFawkes_OMS@3
724\end{verbatim}
725
726
727\subsection{Session logs}
728Both the XML and CSV log files from a session get the filename \verb|Log-Session_| followed by day and time. The contents however differ.
729
730\subsubsection{Session CSV file}
731 The \verb|.csv| file contains one line for each turn, like this:
732\verb|1,1,0.0055248618784530384,AgentHP2_main@0,(Offer bid:Bid[Food: Chips and Nuts, ...ials, ])|
733
734The columns are, in order:
735\begin{enumerate}
736\item round number.
737\item turn number
738\item the time of agreement, in the range [0,1] where 0 means the start of the session and 1 the maximum time/number of rounds allowed for the negotiation.
739\item the party that acted.
740\item the action that the party did. The action consists of the action type name ("Offer", "Accept", "EndNegotiation", etc) and the bid details if available.
741\end{enumerate}
742
743
744\subsubsection{Session XML file}
745When running a session, the XML file contains only the details of the final outcome of the negotiation.
746
747The fields in the \verb|NegotiationOutcome| element:\label{table:NegotiationOutcome}
748\begin{enumerate}
749\item currentTime: the moment when the final outcome was available.
750\item timeOfAgreement, agreement time in the range [0,1] where 0 means the start of the session and 1 the maximum time/number of rounds allowed for the negotiation.
751\item lastAction: the last action that was done
752\item the domain that was being run
753\item bids: the total number of bids that have been done in this session
754\item the total run time in seconds
755\item the outcome : the final accepted bid , or "-" if there was no final agreement
756\item the startingAgent,
757\item the deadline = maximum amount of time/rounds for this session.
758\end{enumerate}
759
760and then, for each of the parties that participated a "resultsOfAgent" element containing:
761\begin{enumerate}
762\item the party's name.
763\item the party's description
764\item the party's utilityspace filename
765\item the full party class path
766\item the final utility (un-discounted) of this party, or 0 if there was no agreement
767\item the final utility (discounted)
768\item the value of discount(1,1). This is the remaining utility that a un-discounted utility of 1 would have at the end time (t=1). For default discount formulas, this equals the 'discount factor'.
769\end{enumerate}
770
771
772Here's an example
773\begin{verbatim}
774<?xml version="1.0"?>
775<Session>
776 <NegotiationOutcome currentTime="Thu Mar 08 12:50:33 CET 2018"
777 timeOfAgreement="0.3425414364640884"
778 lastAction="(Accept bid:Bid[Food: Chips and Nuts, Drinks: Handmade ...oap, ])"
779 domain="etc/templates/partydomain/party_domain.xml" bids="175" runtime="0.652346172"
780 finalOutcome="Bid[Food: Chips and Nuts, Drinks: .....d Soap, ]"
781 startingAgent="-" deadline="180rounds">
782 <resultsOfAgent agent="AgentHP2_main@0" agentDesc="ANAC2016 agenthp2"
783 utilspace="etc/templates/partydomain/party1_utility.xml"
784 agentClass="agents.anac.y2016.agenthp2.AgentHP2_main"
785 finalUtility="0.8483333333333334" discountedUtility="0.8483333333333334" discount="1.0">
786 </resultsOfAgent>
787 <resultsOfAgent agent="AgentLight@1" agentDesc="ANAC2016 agentLight"
788 utilspace="etc/templates/partydomain/party2_utility.xml"
789 agentClass="agents.anac.y2016.agentlight.AgentLight"
790 finalUtility="0.8564909885811369" discountedUtility="0.8564909885811369" discount="1.0">
791 </resultsOfAgent>
792 <resultsOfAgent agent="Atlas32016@2" agentDesc="ANAC2016 Atlas3"
793 utilspace="etc/templates/partydomain/party3_utility.xml"
794 agentClass="agents.anac.y2016.atlas3.Atlas32016"
795 finalUtility="0.6924080946242358"
796 discountedUtility="0.6924080946242358" discount="1.0">
797 </resultsOfAgent>
798 </NegotiationOutcome>
799</Session>\end{verbatim}
800
801
802
803\subsection{Tournament logs}
804All log files from a tournament get the filename \verb|tournament-| followed by day and time followed by the domain name and an extension.
805There are 3 log files created: a log.csv file, a log.xml file and a logStats.xml file.
806
807If you terminate a tournament before it completes, the .log. files will be written up to the last completed session and there will be no logStats file.
808
809\subsubsection{Tournament log.csv file}
810
811tournament .csv files start with these a line containing \verb|sep=;| indicating that we use the comma as separator character for fields.
812Then there is a table header typically looking like this (if there are 3 parties in each session, and all this on 1 line)
813\begin{verbatim}
814Run time (s);Round;Exception;deadline;Agreement;Discounted;#agreeing;min.util.;max.util.;
815 Dist. to Pareto;Dist. to Nash;Social Welfare;
816 Agent 1;Agent 2;Agent 3;
817 Utility 1;Utility 2;Utility 3;
818 Disc. Util. 1;Disc. Util. 2;Disc. Util. 3;
819 Perceived. Util. 1;Perceived. Util. 2;Perceived. Util. 3;
820 Profile 1;Profile 2;Profile 3
821\end{verbatim}
822
823The rest of the log file contains one line for each final session outcome, matching the columns in the header:
824
825\begin{enumerate}
826\item the run time of that session (seconds).
827\item the number of rounds that were completed
828\item the exception message, if an exception occured
829\item the deadline = maximum amount of time/rounds for this session.
830\item whether an agreement was reached (Yes) or not (No).
831\item whether there was a discount factor (i.e. discount(1,1) is not 1) (Yes or No).
832\item the final number of agreeing parties
833\item the minimum utility achieved by the parties
834\item the maximum utility achieved by the parties
835\item the distance to the pareto curve (the nearest bidpoint on the pareto)
836\item the distance to the nash optimum point
837\item the distance to the social welfare point
838\item the names of all parties
839\item the un-discounted utilities of all parties.
840\item the discounted utilities of all parties
841\item the perceived utilities of all parties.
842\item the profile names of all the parties
843\end{enumerate}
844
845If the profile is a Utilityspace, then the discounted and un-discounted utilities are as in the original utilityspace provided to the agent. The perceived utility in that case equals to the discounted utility.
846If the profile is a partially ordered profile, the core (but not the agent) knows the utility in the AdditiveUtilitySpace that was used to create the profile. In that case, the un-discounded and discounted utilities are utilities as in the AdditiveUtilitySpace. The agent is provided with another AdditiveUtilitySpace that was generated based on the partially ordered profile, and usually will differ from the original AdditiveUtilitySpace. The perceived utility is the (discounted) utility of the bid in that estimated space.
847The perceived utility is available only in the CSV file in tournament logs, not in XML log files.
848
849For example, one line of the output can look like this (all on 1 line)
850
851\begin{verbatim}
8524.965;173;;180rounds;Yes;No;3;0.58083;0.95256;0.00000;0.44991;2.13706;
853ClockworkAgent@14;Farma@15;Caduceus@16;
8540.5808333333333333;0.6036696609166442;0.9525594478616071;
8550.5808333333333333;0.6036696609166442;0.9525594478616071;
8560.5808333333333333;0.6036696609166442;0.9525594478616071;
857party1_utility.xml;party2_utility.xml;party3_utility.xml
858\end{verbatim}
859
860\subsubsection{Tournament log.xml file}
861
862The .log.xml file contains one \verb|<NegotiationOutcome>| element for each completed round.
863These elements are formatted exactly as in \ref{table:NegotiationOutcome}.
864
865\subsubsection{Tournament logStats.xml file}
866The logStats.xml file contains for each of the parties that participated in the tournament statistical info:
867
868\begin{enumerate}
869\item agentname: the party's name (full class path)
870\item totalUndiscounted: the total sum of the un-discounted utilities that it achieved
871\item totalDiscounted: the total sum of the discounted utilities that it achieved
872\item numberOfSessions: the total number of sessions that it participated in
873\item totalNashDist: the accumulated distances to the Nash Point
874\item totalWelfare: the accumulated distances to the Social Welfare Point
875\item totalParetoDistance: the accumulated distances to the Pareto frontier
876\item meanDiscounted: totalDiscounted / numberOfSessions
877\item meanUndiscounted: totalUndiscounted / numberOfSessions
878\item meanNashDistance: totalNashDistance / numberOfSessions
879\item meanWelfare: totalWelfare / numberOfSessions
880\item meanPareto: totalPareto / numberOfSessions
881\end{enumerate}
882
883
884%
885%
886%\subsection{Analyzing Logs using Excel}~\label{sec:analysisExcel}
887%The logs are in XML and CSV format, so we can easily analyze them with Excel. Note that the following discussion does not apply to the starter edition of Excel, as it does not support Pivot tables.
888%
889%The XML data of the standard log can be converted to a normal table by importing the data into Excel using the default options. This results in a large table showing the result for both agents A and B for each session. Analyzing these results manually is complicated, therefore we recommend to use pivot tables. Pivot tables allow to summarize a large set of data using statistics and can be created by selecting ``Insert'' and then ``Pivot Table''. To illustrate, by dragging the \textit{agentName} in ``Row Labels'' and the \textit{discountedUtility} in ``Values'' (see Figure~\ref{fig:pivottable}), we can easily see which agent scored best in the tournament. If solely the amount of matches of each agent is displayed, you need to set the ``Value Field Settings'' of \textit{discountedUtility} to average instead of count.
890%
891%\begin{figure}[htb]
892% \centering
893% \includegraphics[width=0.4\textwidth]{media/PivotTable.png}
894%\caption{Configuration required to summarize the discounted utility of each agent.}\label{fig:pivottable}
895%\end{figure}
896
897
898%=========================================================================================
899
900\section{Creating a Negotiation Party}\label{sec:createagent}
901To create an negotiation party, we suggest to follow the instructions in the Appendix (Section \ref{sec:appendix}) and start with one of the examples.
902You can then proceed by changing the example.
903
904
905\subsection{Example Parties}
906The {\Genius} zip file contains a number of example parties: the bilateral examples, multiparty example, and the storage example. To compile an example, set up your workspace as in the appendix (Section \ref{sec:appendix}) and copy an example folder into \verb|src/|.
907
908\begin{enumerate}
909
910\item The bilateral examples illustrate how to develop agents for bilateral negotiations. They illustrate the use of the domain, preferences, offers, the BOA framework, and preference uncertainty:
911\begin{itemize}
912 \item The \textit{RandomBidderExample} is the easiest example to start with. This simple example agent makes random bids above a minimum target utility and demonstrates the core uses of offers and utility.
913 \item The \textit{BoaPartyExample} shows how to create an independent agent out of several BOA components and how to handle preference uncertainty.
914 \item The \textit{CustomUtilitySpacePartyExample} shows how a party can deal with preference uncertainty by defining a custom \textit{UtilitySpace} based on the closest known bid.
915\end{itemize}
916
917You can run all these agents with an UncertainAdditiveutilitySpace (for example the profiles with preference uncertainty defined on the \verb|party_domain.xml|, namely: \verb|party1_utility_u|$N$\verb|.xml| and \verb|party2_utility_u|$N$\verb|.xml|).
918
919\item The multiparty example just accepts any acceptable bid with a random probability of 0.5.
920
921\item The storage example demonstrates using the persistent data storage. This example is showing how the storage can be used to wait a little longer every next time the party is in a negotiation.
922
923To run this example, you need to set up {\Genius} to allow persistent data storage (the default is off). In the {\Genius} tournament setup panel, use the following settings
924\begin{itemize}
925\item number of tournaments= 20
926\item agents per session =2
927\item persistency=standard
928\item agent side A: GroupX, \verb|party1_utility.xml|
929\item agent side B: Random Party, \verb|party6_utility.xml|
930\end{itemize}
931
932and start the tournament and check the number of rounds till agreement: it will increase every session.
933
934Now run another tournament with the same settings but pick select both \verb|party1_utility.xml| and \verb|party2_utility.xml|. Run the tournament.
935Now you will see that the the number of rounds till agreement goes up every other run. This is because your party gets a different profile every other run and thus there are persistent data stores, one for each profile.
936
937
938
939\end{enumerate}
940
941\subsection{Implementing NegotiationParty}
942This section discusses details of implementing a NegotiationParty.
943
944Every party must at least implement the \texttt{genius.core.parties.NegotiationParty} interface (Table \ref{table:NegotiationPartyInterface}), Also the implementation must have a public default (no-argument) constructor. Please refer to the javadocs for details on the parameters.
945
946\begin{table*}[t]
947 \centering
948 \begin{tabular}{|p{4cm}|p{7cm}|}
949 \hline
950 Method & description \\
951 \hline\hline
952 init &Initializes the party, informing it of many negotiation details. This is be called exactly once by the negotiation system, immediately after construction of the class \\
953 chooseAction & When this function is called, it is expected that the Party chooses one of the actions from the possible action list and returns an instance of the chosen action. \\
954 receiveMessage & This method is called to inform the party that another NegotiationParty chose an Action.\\
955 getDescription & Returns a human-readable description for this party \\
956 getProtocol & The actual supported MultilateralProtocol. Usually this returns StackedAlternating\-Offers\-Protocol. Your party should override this if it supports a another protocol\\
957 negotiationEnded & This is called to inform the party that the negotiation has been ended. This allows the party to record some final conclusions about the run\\
958 \hline
959 \end{tabular}
960 \caption{Methods of NegotiationParty. Check the javadoc for all the details}
961 \label{table:NegotiationPartyInterface}
962\end{table*}
963
964
965For convenience, we recommend you extend the class \texttt{genius.core.parties.AbstractNegotiationParty} which is a basic implementation of NegotiationParty. This class also provides convenient support functions for building your party.
966
967Your party might need to check the exact type of the provided AbstractUtilitySpace (inside NegotiationInfo), for instance if your party supports for example only AdditiveutilitySpace. Also check the provided UserModel, if that is set (not null) then this overrides the value returned by getUtilitySpace..
968
969A number of useful classes is given in \ref{tab:agentclass}. The javadoc contains the full details of all available classes. We recommend to use the javadoc included with the distribution to check the details of all the involved classes. Notice that some classes, e.g. SortedOutcomeSpace, may take a long time and large amounts of memory to sort a large bid space, which may exceed the available time and space for your party. Therefore these methods should be used with caution.
970
971\begin{table}
972\begin{tabular}{m{0.9\textwidth}}
973\hline
974\texttt{NegotiationInfo}\\
975The context of the negotiation: the partial profile ("UserModel"), utility space, the timeline and deadline, the agentID and persistent data container.\\
976\hline
977\texttt{UtilitySpace}\\
978The preference profile of the scenario allocated to the party. It is recommended to use this class when implementing a model of the opponent's preference profile.\\
979\hline
980\texttt{Timeline }\\
981Use timeline for every time-related by using \texttt{getTime()}.\\
982\texttt{Action chooseAction(List<Class<? extends Action>> possibleActions)}\\
983This function should return the action your party wants to make next.\\
984\hline
985\texttt{Action}\\
986Superclass of negotiation actions like Offer, Accept and EndNegotiation..\\
987\hline
988\texttt{BidHistory}\\
989a structure to keep track of the bids presented by the party and the opponent.\\
990\hline
991\texttt{SortedOutcomeSpace}\\
992a structure which stores all possible bids and their utilities by using BidIterator. In addition, it implements search algorithms that can be used to search the space of possible bids for bids near a given utility or within a given utility range. WARNING (1) SortedOutcomeSpace iterates over all bids and thus might be unusable in large bidspaces (2) Some parties have created their own copy of SortedOutcomeSpace, so be careful to pick the genius.core version. \\
993\hline
994\texttt{BidIterator}\\
995a class used to enumerate all possible bids. Also refer to \textit{SortedOutcomeSpace}.\\
996\hline
997\texttt{BidDetails}\\
998a structure to store a bid and its utility.\\
999\hline
1000\end{tabular}
1001
1002\caption{Important classes used for creating a NegotiationParty.}
1003\label{tab:agentclass}
1004\end{table}
1005
1006\FloatBarrier
1007
1008\subsubsection{Receiving the Opponent's Action}\label{sec:receiveAction}
1009The \texttt{ReceiveMessage(Action opponentAction)} informs you that the opponent just performed the action \texttt{opponentAction}. The \texttt{opponentAction} may be \texttt{null} if you are the first to place a bid, or an \texttt{Offer}, \texttt{Accept} or \texttt{EndNegotiation} action.
1010The \texttt{chooseAction()} asks you to specify an \texttt{Action} to send to the opponent.
1011
1012In the SimpleAgent code, the following code is available for \texttt{receiveMessage}. The SimpleAgent stores the opponent's action to use it when choosing an action.
1013
1014\begin{lstlisting}
1015public void receiveMessage(Action opponentAction) {
1016 actionOfPartner = opponentAction;
1017}
1018\end{lstlisting}
1019
1020\subsubsection{Choosing an Action}\label{sec:chooseAction}
1021The code block below shows the code of the method \texttt{chooseAction} for SimpleAgent. For safety, all code was wrapped in a try-catch block, because if our code would accidentally contain a bug we still want to return a good action (failure to do so is a protocol error and results in a utility of 0.0).
1022
1023The sample code works as follows. If we are the first to place a bid, we place a random bid with sufficient utility (see the .java file for the details on that). Else, we determine the probability to accept the bid, depending on the utility of the offered bid and the remaining time. Finally, we randomly accept or pose a new random bid.
1024
1025While this strategy works, in general it will lead to suboptimal results as it does not take the opponent into account. More advanced parties try to model the opponent's strategy or preference profile.
1026
1027\begin{lstlisting}
1028public Action chooseAction() {
1029 Action action = null;
1030 Bid partnerBid = null;
1031 try {
1032 if (actionOfPartner == null)
1033 action = chooseRandomBidAction();
1034 if (actionOfPartner instanceof Offer) {
1035 partnerBid = ((Offer) actionOfPartner).getBid();
1036 double offeredUtilFromOpponent = getUtility(partnerBid);
1037 double time = timeline.getTime();
1038 action = chooseRandomBidAction();
1039 Bid myBid = ((Offer) action).getBid();
1040 double myOfferedUtil = getUtility(myBid);
1041 // accept under certain circumstances
1042 if (isAcceptable(offeredUtilFromOpponent, myOfferedUtil, time))
1043 action = new Accept(getAgentID(), partnerBid);
1044 }
1045 if (timeline.getType().equals(Timeline.Type.Time)) {
1046 sleep(0.005); // just for fun
1047 }
1048 } catch (Exception e) {
1049 // best guess if things go wrong. Notice this may still fail
1050 action = new Accept(getAgentID(), partnerBid);
1051 }
1052 return action;
1053}
1054\end{lstlisting}
1055
1056The method \textit{isAcceptable} implements the probabilistic acceptance function$P_\text{accept}$:
1057
1058\begin{equation}
1059 P_\text{accept} = \dfrac{u - 2ut + 2\left(t - 1 + \sqrt{(t - 1)^2 + u(2t - 1)}\right)}{2t - 1}
1060\end{equation}
1061where $u$ is the utility of the bid made by the opponent (as measured in our utility space), and $t$ is the current time as a fraction of the total available time. Figure~\ref{Fig:Paccept} shows how this function behaves depending on the utility and remaining time. Note that this function only decides if a bid is acceptable or not. More advanced acceptance strategies (cf.~\cite{Baarslag13AAMAS,Baarslag13DSS,ANAC2010KawExt} can also take into account other factors and actions such as \texttt{EndNegotiation}.
1062
1063\begin{figure}[htb]
1064 \centering
1065 \includegraphics[width=0.3\textwidth]{media/image21.png}
1066 \caption{$P_\text{accept}$ value as function of the utility and time (as a fraction of the total available time).}\label{Fig:Paccept}
1067\end{figure}
1068
1069
1070
1071
1072
1073\subsection{Implementing a party with preference uncertainty}
1074\label{sec:newUncertainAgent}
1075
1076In order to program an agent with preference uncertainty, we recommend that your agent extends the \textit{AbstractNegotiationParty} class. That class has some support functions that load the normal utilityspace with an approximation that is useful for plotting outcomes.
1077% This example is not yet there.
1078%An example of an agent that can work with uncertainty is the \textit{UncertaintyAgentExample}.
1079%When referring to code in this section, this will be code from either the \textit{AbstractNegotiationParty} class or the \textit{UncertaintyAgentExample}.
1080
1081\subsubsection{Overriding functions}
1082In order to change the way your agent handles preference uncertainty, you can override the \textit{estimateUtilitySpace()} function. This function in AbstractNegotiationParty returns an \textit{AbstractUtilitySpace} object. In the \textit{AbstractNegotiationParty} class, this code looks as follows:
1083 \begin{lstlisting}
1084public AbstractUtilitySpace estimateUtilitySpace() {
1085 Domain domain = getDomain();
1086 AdditiveUtilitySpaceFactory factory
1087 = new AdditiveUtilitySpaceFactory(domain);
1088 BidRanking bidRanking = userModel.getBidRanking();
1089 factory.estimateUsingBidRanks(bidRanking);
1090 return factory.getUtilitySpace();
1091}
1092\end{lstlisting}
1093
1094As can be seen from the function, a custom \textit{AbstractUtilitySpace} is created using the domain and the bid ranking. This function approximates the utility function using a simple counting heuristic. This heuristic does not perform very well, so there is need to implement your own function. An example is included in the \textit{UncertaintyAgentExample}. In this example, the \textit{AbstractNegotiationParty} class is extended and the \textit{estimateUtilitySpace()} function is overridden. Overriding this function can be done as follows:
1095\begin{lstlisting}
1096@Override
1097public AbstractUtilitySpace estimateUtilitySpace()
1098{
1099 return new AdditiveUtilitySpaceFactory(
1100 getDomain()).getUtilitySpace();
1101}
1102\end{lstlisting}
1103
1104This function overrides the standard function and implements its own method to estimate the Utility space. Currently, this returns a utility function with equal weights and values set to zero. To estimate the utility function, you can use the \textit{BidRanking} class. The bid ranking for the current session can be accessed using \textit{userModel.getBidRanking()}. The next section will show what information is included in the \textit{BidRanking}.
1105
1106\subsubsection{Bid Ranking}
1107When running an uncertain agent, all utility information is given through a bid ranking. This bid ranking consists of an ordering of different bids for the current domain. The ranking that the agent receives is ordered from low utility to high utility. This ranking can be used to estimate a utility function.
1108
1109The \textit{BidRanking} class consists of a list of \verb|Bid|s. To obtain the \textit{Bid} classes from the \textit{Bidranking}, you can use the \textit{getBidOrder()} function on the \textit{Bidranking} object. This object is obtained in the agent using \textit{userModel.getBidRanking()}. Check the javadoc for more details, and we suggest you check the source code of BidRanking, and makes it a little easier to compare the original utilityspace with the estimation.
1110
1111To access the list of \textit{Bid} objects directly, you can use the following snippet:
1112\begin{lstlisting}
1113List<Bid> bids = userModel.getBidRanking().getBidOrder();
1114\end{lstlisting}
1115
1116The bids that are obtained from the \textit{BidRanking} using the \textit{getBidOrder()} function are listed from low utility to high utility. This means that the first element in the list has the lowest utility score. When iterating over the list, every next bid will be either valued \textbf{higher or the same} as the current bid in the list.
1117
1118\textit{BidRanking} also contains the recommended utility values through \textit{getLowUtility()} and \textit{getHighUtility()}. These values can be used for the worst and best bid in the list.
1119
1120
1121\subsubsection{Accessing the real utility space for debugging}
1122If the utiltity space was saved with the ``experimental setup'' checkbox enabled (Figure \ref{fig:utilcreated}) then your agent can access the real utility function. Such a utility space can be used to verify the utility function that your agent creates itself. In order to get access to this function, the userModel should be cast to an \textit{ExperimentalUserModel} object. This can be done as follows:
1123\begin{lstlisting}
1124ExperimentalUserModel e = (ExperimentalUserModel) userModel;
1125UncertainAdditiveUtilitySpace realUSpace = e.getRealUtilitySpace();
1126\end{lstlisting}
1127
1128Now, you will have access to the real utility space with \textit{realUSpace}.
1129
1130\subsubsection{Preference uncertainty agent checklist}
1131This section will give a short overview of what to do in order to enable your agent to work with preference uncertainty. You should take the following steps:
1132\begin{enumerate}
1133 \item Extend the \textit{BoaParty} or \textit{AbstractNegotiationParty} class (examples can be found in the \textit{bilateralexamples} folder).
1134 \item Override the \textit{estimateUtilitySpace()} function that returns an \textit{AbstractUtilitySpace} class.
1135 \item Using the \textit{getDomain()} function and the \textit{BidRanking}, create an estimation for the utility function. (E.g. Counting, Machine Learning, Statistical methods, etc.; see for example:~\cite{Ayd14,BaarslagValueOfInformation,UTAGMS,Ros16,Sri73,Tsi18,Zin18})
1136 \item Implement the normal methods necessary for the agent to do the bidding. This is the same as for normal agents; the preference uncertainty is only used on startup of the agent in order to estimate the utility function.
1137\end{enumerate}
1138
1139
1140\subsection{Loading a NegotiationParty}
1141
1142You need to load your custom party into the {\Genius} party repository in order to use it. After adding, your party will appear in the combo boxes in the multilateral tournament runner and session runner where you can select the party to use.
1143
1144Locate the Parties repository tab in the GUI (Figure \ref{fig:partiesrepo}). Right click in this area and select "Add Party". A file browser panel pops up. Browse to your compiled \verb|.class| file that implements the NegotiationParty and select it. Typically Eclipse compiles into \verb|bin|. Your party will appear at the bottom of the parties repository. The \verb|partyrepository.xml| file is automatically updated accordingly.
1145
1146\begin{figure}[h!]
1147 \center
1148 \includegraphics[width=10cm]{media/partiesrepo.png}
1149 \caption{The parties repository.}
1150 \label{fig:partiesrepo}
1151\end{figure}
1152
1153
1154To do this manually without using the GUI, quit {\Genius}, open the \verb|partyrepository.xml| file \footnote{This file is automatically created the first time you run {\Genius}} and add a section like this
1155
1156\begin{lstlisting}
1157<partyRepItem classPath="full.class.of.your.party" <properties/> />
1158\end{lstlisting}
1159
1160After that you can restart {\Genius} so that it loads the new party.
1161\FloatBarrier
1162
1163\subsection{Third party code}
1164You should not use maven or jars to add dependencies for your party. The reason is {\Genius} or other parties might already have another version of your library in use. Java 8 can not deal properly with multiple versions of the same library within a single JVM. The result would be inconsistent, incorrect or buggy behaviour, or even crashes.
1165
1166Instead, if you want to use a third party library, you will have to include all the source code of that library with your code, including all sub-dependencies. Also ensure the imports in all sources are renamed accordingly. The code should be copied inside the package name of your party, instead of using the original package name of that library (so do not use "org.apache" for instance). This is to ensure that we are really running your party on the specific version of the library that your party needs and to avoid version conflicts (java will run an unspecified version of the library in case of conficts).
1167
1168
1169%=========================================================================================
1170\section{Creating a BOA Party}\label{sec:boa}
1171Instead of implementing your negotiating party from scratch, you can create a BOA party using the \textit{BOA framework}~\cite{BaarslagBOA}.
1172The BOA negotiation party architecture allows to reuse existing components from other BOA parties. Many of the sophisticated party strategies that currently exist are comprised of a fixed set of modules. Generally, a distinction can be made between four different modules: one module that decides whether the opponent's bid is acceptable (\textit{acceptance strategy}); one that decides which set of bids could be proposed next (\textit{offering strategy}); one that tries to guess the opponent's preferences (\textit{opponent model}), and finally a component which specifies how the opponent model is used to select a bid for the opponent (\textit{opponent model strategy}). The overall negotiation strategy is a result of the interaction between these components.
1173
1174The advantages of separating the negotiation strategy into these four components (or equivalently, fitting a party into the BOA framework) are threefold: first, it allows to \textit{study the performance of individual components}; second, it allows to \textit{systematically explore the space of possible negotiation strategies}; third, the reuse of existing components \textit{simplifies the creation of new negotiation strategies}~\cite{BaarslagComponentAnalysis}.
1175
1176{\bf Warning:} Many of the provided BOA components currently assume a single opponent party, which will behave incorrectly when used with multiple opponents. We recommend checking the source code of the BOA components you want to use, or write your own components if you are creating a multilateral NegotiationParty.
1177
1178
1179\subsection{Components of the BOA Framework}
1180A negotiation party in the BOA framework, called a \textit{BOA party}, consists of four components:
1181\begin{description}
1182 \item[Offering strategy] An offering strategy is a mapping which maps a negotiation trace to a bid. The offering strategy can interact with the opponent model by consulting with it.%, passing one or multiple bids and see how they compare within the opponent's utility space.
1183
1184 \item[Opponent model] An opponent model is in the BOA framework a learning technique that constructs a model of the opponent's preference profile.% In our approach, the opponent model should be able to estimate the opponent's utility of a given bid.
1185 \item[Opponent model strategy] An opponent model strategy specifies how the opponent model is used to select a bid for the opponent and if the opponent model may be updated in a specific turn.
1186 \item[Acceptance strategy] The acceptance strategy determines whether the opponent's bid is acceptable and may even decide to prematurely end the negotiation.
1187\end{description}
1188The components interact in the following way (the full process is visualized in Figure~\ref{fig:flowchart}). When receiving a bid, the BOA party first updates the \textit{bidding history}. Next, the \textit{opponent model strategy} is consulted if the \textit{opponent model} may be updated this turn. If so, the \textit{opponent model} is updated.
1189
1190Given the opponent's bid, the \textit{offering strategy} determines the counter offer by first generating a set of bids with a similar preference for the party. The \textit{offering strategy} uses the \textit{opponent model strategy} to select a bid from this set taking the opponent's utility into account.
1191
1192Finally, the \textit{acceptance strategy} decides whether the opponent's action should be accepted. If the opponent's bid is not accepted by the acceptance strategy, then the generated bid is offered instead.
1193
1194\begin{figure}[t]
1195 \center
1196 \includegraphics[width=15.0cm]{media/BOAflow.png}
1197 \caption{The BOA Framework Architecture.}
1198 \label{fig:flowchart}
1199\end{figure}
1200
1201\FloatBarrier
1202
1203\subsection{Create a BOA Party}
1204A boa parties can be edited in the "Boa Parties" repository tab (Figure \ref{fig:boaparties}). Right-click in the panel to add items. Select an item and right-click to remove or edit an item.
1205
1206
1207\begin{figure}[!ht]
1208 \center
1209 \includegraphics[width=10.0cm]{media/boacomponants.png}
1210 \caption{The BOA Parties repository tab.}
1211 \label{fig:boaparties}
1212\end{figure}
1213
1214
1215After you selected to add or edit a BOA party (Figure \ref{fig:editboaparty}). Here you can select a different Offering Strategy, Acceptance Strategy, Opponent Model and Opponent Model Strategy by selecting the appropriate strategy with the combo boxes. If the strategy has parameters, the current parameter settings are shown and the respective "Change" button enables.
1216
1217
1218\begin{figure}[!ht]
1219 \center
1220 \includegraphics[width=10.0cm]{media/EditBoaParty.png}
1221 \caption{Editing a BOA party.}
1222 \label{fig:editboaparty}
1223\end{figure}
1224
1225If you click on the "Change" button, another panel pops up where you can edit the parameters (Figure \ref{fig:editparameters}). You can click directly in the table to edit values.
1226
1227\begin{figure}[!ht]
1228 \center
1229 \includegraphics[width=10.0cm]{media/EditParameters.png}
1230 \caption{Editing the Parameters of a BOA party.}
1231 \label{fig:editparameters}
1232\end{figure}
1233
1234When you have correctly set all strategies and their parameters, you can click the "OK" button in the BOA party editor (Figure \ref{fig:editboaparty}). Then, parties with the given name are generated, one for each permutation of the range of settings you set in the parameters. For example, if you set you want parameter m to have values 0,1 and 2 and x to have values 7 and 8, there will appear 6 new parties, with settings [0,7],[0,8],[1,7],[1,8],[2,7], and [2,8]. Be careful with this generation as it is easy to create an excessive amount of boa parties this way.
1235
1236
1237\subsection{Creating BOA Components} \label{sec:creating-boa-components}
1238This section discusses how create your own components. An example implementation of each component is included in the ``bilateralexamples/boacomponents'' folder. The next section discusses how these components can be added to the list of available components in the BOA framework GUI.
1239
1240The \verb|bilateralexamples/boacomponents| folder contains two acceptance components:
1241\begin{itemize}
1242\item \verb|AC_Next| which will accept an opponent bid if the utility is higher than the bid the agent is ready to present
1243\item \verb|AC_Uncertain| which can handle both normal and uncertain profiles.
1244\end{itemize}
1245
1246\subsubsection{Set up a Workspace}
1247BOA components must be compiled before they can be loaded into Genius.
1248To compile a BOA component, follow the steps in (Section \ref{sec:appendix}). Then, create your BOA code into \verb|src|. For a quick start, you can copy the bilateralexamples folder into \verb|src|. Eclipse automatically compiles your BOA components into \verb|bin|.
1249
1250Please refer to chapter \ref{sec:debugging} for instructions on running {\Genius} in debug mode to debug your components.
1251
1252\subsubsection{Add component to Genius}
1253After your component has been compiled, you need to tell Genius where to find it.
1254Go to the "BOA Components" tab and right click in the table. Select "Add new component". Enter the component name and click "Open". Browse to your compiled component and click "Open". Click ""Add component". After this, your component appears in the list and is ready for use.
1255
1256\subsubsection{Parameters}
1257All BOA components have the same mechanism to be tuned with parameters. They should have no constructor : the default empty constructor will be called. They initialize through a call to init().
1258
1259The parameters and their default parameters are indicated by the component by overriding the getParameters() function. This function should return a set of $BOAparameter$ objects, each parameter having a unique name, description and default value.
1260
1261
1262\begin{table}[h]
1263\begin{tabular}{m{0.9\textwidth}}
1264\hline
1265\texttt{public Set<BOAparameter> getParameterSpec() }\\
1266 Override this function to add parameters to the module.\\
1267\hline
1268\end{tabular}
1269\caption{The getParameters method. Override if your component has parameters.}
1270\label{tab:parameters}
1271\end{table}
1272
1273
1274When the component is actually used, the actual values for the parameters (which may differ from the default) are passed to the init function when the component is initialized.
1275
1276\subsubsection{Creating an Offering Strategy}
1277An offering strategy can be easily created by extending the \textit{OfferingStrategy} class. Table~\ref{tab:BOAbs} depicts the methods which need to be overridden. The \textit{init} method of the offering strategy is automatically called by the BOA framework with four parameters: the negotiation session, the opponent model, the opponent model strategy, and the parameters of the component. The negotiation session object keeps track of the negotiation state, which includes all offers made by both partiess, the timeline, the preference profile, and the domain. The parameters object specifies the parameters as specified in the GUI. In the previous section we specified the parameter $b$ for the acceptance strategy $Other - Next$ to be 0.0. In this case the party can retrieve the value of the parameter by calling \textit{parameters.get(``b'')}.
1278
1279An approach often taken by many offering strategies is to first generate all possible bids. This can be efficiently done by using the \textit{SortedOutcomeSpace} class. For an example on using this class see the \textit{TimeDependent\_Offering} class in the \textit{bilateralexamples/boacomponents} directory.
1280
1281\begin{table}[h]
1282\begin{tabular}{m{0.9\textwidth}}
1283\hline
1284\texttt{void init(NegotiationSession negotiationSession, OpponentModel opponentModel,
1285 OMStrategy omStrategy, Map<String, Double> parameters)}\\
1286Method directly called after creating the party which should be used to initialize the component.\\
1287\hline
1288\texttt{BidDetails determineOpeningBid()}\\
1289Method which determines the first bid to be offered to the component.\\
1290\hline
1291\texttt{BidDetails determineNextBid()}\\
1292Method which determines the bids offered to the opponent after the first bid.\\
1293\hline
1294\end{tabular}
1295\caption{The main methods of the offering strategy component.}
1296\label{tab:BOAbs}
1297\end{table}
1298
1299
1300\subsubsection{Creating an Acceptance Condition}
1301This section discusses how to create an acceptance strategy class by extending the abstract class \textit{AcceptanceStrategy}. Table~\ref{tab:BOAas} depicts the two methods which need to specified.
1302
1303\begin{table}[h]
1304\begin{tabular}{m{0.9\textwidth}}
1305\hline
1306\texttt{void init(NegotiationSession negotiationSession, OfferingStrategy offeringStrategy,
1307 OpponentModel opponentModel, Map<String, Double> parameters)}\\
1308Method directly called after creating the party which should be used to initialize the component.\\
1309\hline
1310\texttt{Actions determineAcceptability()}\\
1311Method which determines if the party should accept the opponent's bid (\textit{Actions.Accept}), reject it and send a counter offer (\textit{Actions.Reject}), or leave the negotiation (\textit{Actions.Break}).\\
1312\hline
1313\end{tabular}
1314\caption{The main methods of the acceptance strategy component.}
1315\label{tab:BOAas}
1316\end{table}
1317
1318\subsubsection{Creating an Opponent Model}
1319This section discusses how to create an opponent model by extending the abstract class \textit{OpponentModel}. Table~\ref{tab:BOAom} provides an overview of the main methods which need to specified. For performance reasons it is recommended to use the \textit{UtilitySpace} class.
1320
1321\begin{table}[h]
1322\begin{tabular}{m{0.9\textwidth}}
1323\hline
1324\texttt{void init(NegotiationSession negotiationSession, Map<String, Double> parameters)}\\
1325Method directly called after creating the party which should be used to initialize the component.\\
1326\hline
1327\texttt{double getBidEvaluation(Bid bid)}\\
1328Returns the estimated utility of the given bid.\\
1329\hline
1330\texttt{double updateModel(Bid bid)}\\
1331Updates the opponent model using the given bid.\\
1332\hline
1333\texttt{UtilitySpace getOpponentUtilitySpace()}\\
1334Returns the opponent's preference profile. Use the \textit{UtilitySpaceAdapter} class when not using the UtilitySpace class for the opponent's preference profile.\\
1335\hline
1336\end{tabular}
1337\caption{The main methods of the opponent model component.}
1338\label{tab:BOAom}
1339\end{table}
1340
1341\subsubsection{Creating an Opponent Model Strategy}
1342This section discusses how to create an opponent model strategy by extending the abstract class \textit{OMStrategy}. Table~\ref{tab:BOAoms} provides an overview of the main methods which need to specified.
1343
1344\begin{table}[h]
1345\begin{tabular}{m{0.9\textwidth}}
1346\hline
1347\texttt{void init(NegotiationSession negotiationSession, OpponentModel model, Map<String, Double> parameters)}\\
1348Method directly called after creating the party which should be used to initialize the component.\\
1349\hline
1350\texttt{BidDetails getBid(List<BidDetails> bidsInRange);}\\
1351This method returns a bid to be offered from a set of given similarly preferred bids by using the opponent model.\\
1352\hline
1353\texttt{boolean canUpdateOM();}\\
1354Determines if the opponent model may be updated this turn.\\
1355\hline
1356\end{tabular}
1357\caption{The main methods of the opponent model strategy component.}
1358\label{tab:BOAoms}
1359\end{table}
1360
1361
1362
1363% DISABLED: Boa framework sessiondata is not good, it should use PersistentDataStore.
1364
1365%\subsection{SessionData}
1366%The BOA framework stores an object \textit{SessionData} that includes the data saved by all three components. This object is loaded and saved automatically by the BOA framework. A component can easily access the data it saved by using the \textit{loadData} method. A component can at each moment during the negotiation update the saved information by using the \textit{storeData} method, although we recommend updating the information at the end of the negotiation by using the the \textit{endSession} method. The \textit{endSession} method of each method is automatically called at the end of the negotiation to inform the component of the result obtained and should be used to update the \textit{SessionData} object before it is automatically stored.
1367
1368\subsection{Advanced: Converting a BOA Party to a Party}
1369To convert a BOA party to a normal party you have to create a class that extends \textit{BoaParty} and override the \textit{init} method. Below is an example of a BOA party wrapped as a normal party. It's a bit hack-y because the BoaParty constructor assumes all components known while an party often can decide this only at init time.
1370
1371\begin{lstlisting}
1372public class SimpleBoaParty extends BoaParty {
1373
1374 public SimpleBoaParty() {
1375 super(null, new HashMap<String, Double>(), null,
1376 new HashMap<String, Double>(), null,
1377 new HashMap<String, Double>(), null,
1378 new HashMap<String, Double>());
1379 }
1380
1381 @Override
1382 public void init(NegotiationInfo info) {
1383 SessionData sessionData = null;
1384 if (info.getPersistentData()
1385 .getPersistentDataType() == PersistentDataType.SERIALIZABLE) {
1386 sessionData = (SessionData) info.getPersistentData().get();
1387 }
1388 if (sessionData == null) {
1389 sessionData = new SessionData();
1390 }
1391
1392 negotiationSession = new NegotiationSession(sessionData,
1393 info.getUtilitySpace(), info.getTimeline());
1394 opponentModel = new MyrequencyModel();
1395 opponentModel.init(negotiationSession, new HashMap<String, Double>());
1396 omStrategy = new NullStrategy(negotiationSession);
1397 offeringStrategy = new MyBiddingStrategy(negotiationSession,
1398 opponentModel, omStrategy);
1399
1400 acceptConditions = new AC_Next(negotiationSession, offeringStrategy, 1,
1401 0);
1402 // we have init'd all params here, don't call super init
1403 }
1404
1405 @Override
1406 public String getDescription() {
1407 return "Simple BOA Party";
1408 }
1409}
1410\end{lstlisting}
1411
1412\subsection{Advanced: Multi-Acceptance Criteria (MAC)}
1413The \textit{BOA framework} allows us to better explore a large space of negotiation strategies. MAC can be used to scale down the negotiation space, and thereby make it better computationally explorable.
1414
1415As discussed in the introduction of this chapter, the acceptance condition determines solely if a bid should be accepted. This entails that it does not influence the bidding trace, except for when it is stopped. In fact, the only difference between \textit{BOA parties} where only the acceptance condition vary, is the time of agreement (assuming that the computational cost of the acceptance conditions are negligible).
1416
1417Given this property, multiple acceptance criteria can be tested in parallel during the same negotiation trace. In practice, more than 50 variants of a simple acceptance condition as for example $\textbf{AC}_{next}$ can be tested in the same negotiation at a negligible computational cost.
1418
1419To create a multi-acceptance condition component you first need to extend the class \textit{Mulit Acceptance Condition}, this gives access to the ACList which is a list of acceptance conditions to be tested in parallel. Furthermore, the method \textit{isMac} should be overwritten to return \textit{true} and the name of the components in the repository should be \textit{Multi Acceptance Criteria}. An acceptance can be added to the MAC by appending it to the AClist as shown below.
1420
1421\begin{lstlisting}[language=Java, caption={Example code for Acceptance condition}]
1422public class AC_MAC extends Multi_AcceptanceCondition {
1423 @Override
1424 public void init(NegotiationSession negoSession,
1425 OfferingStrategy strat, OpponentModel opponentModel,
1426 HashMap<String, Double> parameters) throws Exception {
1427 this.negotiationSession = negoSession;
1428 this.offeringStrategy = strat;
1429 outcomes = new ArrayList<OutcomeTuple> ();
1430 ACList = new ArrayList<AcceptanceStrategy>();
1431 for (int e = 0; e < 5; e++) {
1432 ACList.add(new AC_Next(negotiationSession,
1433 offeringStrategy, 1, e * 0.01));
1434 }
1435 }
1436}
1437\end{lstlisting}
1438
1439
1440
1441
1442%=========================================================================================
1443
1444\section{Debugging}\label{sec:debugging}
1445This section explains how to debug your party using Eclipse. It is assumed you set up your party already as in Chapter \ref{sec:createagent}.
1446
1447You can place a breakpoint in your party (or any other place in {\Genius}) and run {\Genius} using the standard Eclipse methods (e.g. open a java file with Eclipse and click in the left border to add a breakpoint at that point).
1448
1449To debug your party as it runs in Genius, right click on your project root in the Navigator (or Project explorer, whichever you use) and select Debug As.../Java Application. Then select \verb|Application - genius| and click ok.
1450
1451
1452\subsection{Source code and javadocs}
1453The genius core source codes and javadocs are included in the genius.jar file. But if you like you can browse and download all sources at \url{https://tracinsy.ewi.tudelft.nl/pubtrac/Genius}.
1454
1455\FloatBarrier
1456
1457
1458
1459
1460
1461
1462\section{Conclusion}
1463This concludes the manual of {\Genius}. If you experience problems or have suggestions on how to improve {\Genius}, please send them to \url{negotiation@ii.tudelft.nl}.
1464
1465{\Genius} is actively used in academic research. If you want to use {\Genius} in your paper, please refer to \cite{Genius}.
1466
1467%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
1468
1469\newpage
1470\section{Appendix}
1471This appendix describes how to set up Eclipse to create and debug your own party.
1472
1473\label{sec:appendix}
1474
1475\subsection{Connect Genius to Eclipse}
1476\label{sec:appendix-run-genius}
1477We expect that you installed Eclipse (Neon or higher) and Java version 8 on your computer.
1478\begin{enumerate}
1479
1480\item Open the Eclipse Navigator with the menu Window/Show View/Navigator. You can close the Package Explorer.
1481
1482\item Right click in the Navigator area and select New/Java Project. Create a new Java project. We name it \texttt{Group3assignment} but you can use any convenient name. Make sure you select "JavaSE-1.8" or equivalent to ensure your code will be java 8 compatible (Figure \ref{fig:run-genius-1}). Click Finish.
1483
1484\begin{figure}[h!]
1485 \centering
1486 \includegraphics[width=0.5\textwidth]{media/dialogNewJavaProject.png}
1487 \caption{Create a new java project with the proper name and settings.}
1488 \label{fig:run-genius-1}
1489\end{figure}
1490
1491\item Drag the genius.jar file (from your unzipped download) into the project in the Eclipse Navigator area. Select "Copy files" and press OK.
1492
1493\FloatBarrier
1494
1495\item{Connect \texttt{genius} Jar:
1496 \begin{enumerate}
1497 \item Right click on the \texttt{Group3assignment} icon and select "Properties".
1498 \item Select the Java Build Path.
1499 \item Select the Libraries Tab.
1500 \item Select "Add JARs", in the JAR Selection window (Figure \ref{fig:run-genius-3}).
1501 \item Open the \texttt{Group3assignment} folder and scroll down to select \texttt{genius.jar}.
1502 \item click a few times ok to close all dialog boxes.
1503 \end{enumerate}
1504 }
1505
1506\begin{figure}[h!]
1507 \centering
1508 \includegraphics[width=0.6\textwidth]{media/selectjar.png}
1509 \caption{Attach the {\Genius} jar to the project.}
1510 \label{fig:run-genius-3}
1511\end{figure}
1512
1513
1514
1515\item Now you can run G\textsc{enius} as a Java application, by launching it as a \texttt{Application} (Figure \ref{fig:startgenius}). To do this, right click on the project, select \texttt{Run As}, select \texttt{Java Application} and then in the browser select \texttt{Application - genius}.
1516
1517\begin{figure}[h!]
1518 \centering
1519 \includegraphics[width=0.6\textwidth]{media/startup.png}
1520 \caption{Starting {\Genius} in Eclipse.}
1521 \label{fig:startgenius}
1522\end{figure}
1523\end{enumerate}
1524
1525\FloatBarrier
1526
1527\subsection{Insert example party}
1528To compile an example party, just drag an example folder, eg \emph{bilateralexamples}, from your unzipped genius download entirely into the src folder in Eclipse. Select "Copy files and folders" and click ok.
1529
1530You can now work with these agents in {\Genius} by adding them to the repository (see Section~\ref{sec:creating-boa-components}).
1531
1532\subsection{Debugging}
1533Once you have Genius running in Eclipse, you can simply place a breakpoint in your party and run Genius from Eclipse in debug mode.
1534
1535
1536
1537
1538\bibliographystyle{plain}
1539\bibliography{genius}
1540
1541\end{document}
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