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Incentive Engineering in Social Clouds
A Research Agenda

Christian Haas

KARLSRUHE SERVICE RESEARCH INSTITUTE (KSRI)




KIT – University of the State of Baden-Württemberg and
National Research Center of the Helmholtz Association    www.kit.edu
Research Agenda

                  • Motivation
       1          • Concept of Social Clouds


                  • Incentive Engineering in Social Clouds
       2          • Relation of Incentive Schemes and Sharing Mechanisms


                  • Related Work
       3

                  • Research Questions and Methodology
       4

2    22.05.2012     Christian Haas – Incentive Engineering in Social Clouds   Karlsruhe Service Research Institute
                                                                                                 www.ksri.kit.edu
How does resource sharing happen today

     Scenario:
     A user wants to backup personal data, but doesn’t have the required amount of
     computational resources/storage


                                                   Required:                            Where to get
                                                                                        these resources?
                                                                                                         Buy
                                                                                                         servers

                                                                                                         Volunteer1,2

                                                                                                         Grid
                                                  Available:

                                                                                                         Cloud

                                                                                  1: Anderson 2002; 2: Stainforth 2002

3    22.05.2012   Christian Haas – Incentive Engineering in Social Clouds   Karlsruhe Service Research Institute
                                                                                               www.ksri.kit.edu
Existing approaches all have certain shortcomings




                  Buy
                  servers             Data control                            Costs, inflexibility


                  Volunteer           Willingness to provide                  Exchange not necessarily
                                      resources                               bilateral

                  Grid                Access to (heterogeneous)               QoS, user-
                                      resources                               friendliness, access

                                      Resources available on
                  Cloud                                                       Trust assumptions
                                      demand


         None of the above mechanisms meets all requirements. What other
         approaches can we consider, e.g. Social Computing?

4    22.05.2012     Christian Haas – Incentive Engineering in Social Clouds      Karlsruhe Service Research Institute
                                                                                                    www.ksri.kit.edu
Social Computing is on the rise
                                         Facebook: Active Users (Millions)                                                                                                                                FB: Social Graph
                                   700
                                   600
         Social                    500
                                   400
        Network                    300
                                   200
        Platform                   100
                                     0



                                          Aug/ 08




                                                                                                      Aug/ 09




                                                                                                                                                                  Aug/ 10
                                                                                            Jun/ 09




                                                                                                                                                        Jun/ 10
                                                                                  Apr/ 09




                                                                                                                                              Apr/ 10
                                                    Okt/ 08


                                                                        Feb/ 09
                                                              Dez/ 08




                                                                                                                Okt/ 09


                                                                                                                                    Feb/ 10
                                                                                                                          Dez/ 09




                                                                                                                                                                            Okt/ 10
                                                                                                                                                                                      Dez/ 10
     Social Aspects                    Social aspects are becoming more important:
      in Resource                      • social sharing of resources
        Sharing                        • business models building upon social relationships
             Sharing of                                                     Sharing of                                                                                                                 Sharing of
             Storage                                                        WLANs                                                                                                                      Policies




5    22.05.2012    Christian Haas – Incentive Engineering in Social Clouds                                                                                                                      Karlsruhe Service Research Institute
                                                                                                                                                                                                                   www.ksri.kit.edu
The vision of a social cloud

      (Extended) Definition: (based on Chard et al. 2011)
        “Social Clouds are a scalable, dynamic and user-centric resource sharing
        framework in which computational resources, services and information are
        shared amongst members on the premise of the relationships encoded in a
        social network.”




                                                      Socially-oriented Sharing Platform




         Social Clouds enable the sharing of (heterogeneous) resources in a
         framework where the social structures infer an implicit level of trust

6    22.05.2012   Christian Haas – Incentive Engineering in Social Clouds                  Karlsruhe Service Research Institute
                                                                                                              www.ksri.kit.edu
Incentives play a crucial role in this scenario
                                                      Socially-oriented Sharing Platform




                                                                              Adherence to
                                              Active user
    Subscribing                                                                (informal)
                                             participation
                                                                              Agreements

    What are users’                  Incentives to provide                        Adherence to trading
    incentives to                    resources                                    agreements
    join a SC?
                                     Disincentives to free-ride1                  Avoiding “anti-social”
                                                                                  and malicious behavior
                                     1: Hardin 1968


                                                     Mechanism Design

         Suitably designed (economic) mechanisms are able to provide proper
         incentives in order to address incentive issues in all phases

7    22.05.2012   Christian Haas – Incentive Engineering in Social Clouds   Karlsruhe Service Research Institute
                                                                                               www.ksri.kit.edu
Choice of incentives depends on design
    specifications



                                                                            • Social Computing or Storage Cloud
                                           Application
                                                                            • Social Research Cloud
                                            Scenario
                                                                            • Enterprise Social Cloud

                                          Trading/Inter                     • Volunteer, Reciprocal
     Incentive                               action                         • Reputation, Trophy
      Scheme                               Mechanism                        • Posted Price, Auction, Spot Market

                                                                            • Family, close friends
                                          Relationship
                                                                            • Colleagues, friends
                                              Type
                                                                            • Other people, virtual “friend”




8    22.05.2012   Christian Haas – Incentive Engineering in Social Clouds                Karlsruhe Service Research Institute
                                                                                                            www.ksri.kit.edu
Example: Choice of incentives depending on
    relationship types

                                                                                                    Volunteer

                                                                                                    Reciprocal
                                       Family, close friends
                                                                                                    Trophy

                                                                                                    Posted Price

                                                                                                    Auction
                                                     Friends, Colleagues

                                                                            Example:
                                                                            • Non-monetary
                                                                              incentives for close
                                                                              friends
                                    Other People                            • Monetary incentives for
                                                                              other people

         Different groups have different levels of perceived trust
         Choice of interaction mechanism could depend on relationship type

9    22.05.2012   Christian Haas – Incentive Engineering in Social Clouds   Karlsruhe Service Research Institute
                                                                                               www.ksri.kit.edu
Related Work: Incentive Engineering in other
     contexts

                                                                                       Resource Sharing with
         Anonymous Networks
                                                                                         social structures
                                                                                                 Online photo-sharing
             Incentive schemes to provide                                                            community3
                      resources1
                                                                                          Sharing of scientific workflows4

                     Free-rider problem2
                                                                                          Social Incentives/Preferences5

           1: Feldman 2004; 2: Golle 2001                                         3:Nov 2010; 4: De Roure 2009; 5: Charness 2002



               Do not capture social structures                                              Do not explicitly consider
                                                                                             incentive schemes


          Research Gap: Explicit need for incentive mechanisms for resource sharing
          frameworks with social fabrics

10    22.05.2012        Christian Haas – Incentive Engineering in Social Clouds                         Karlsruhe Service Research Institute
                                                                                                                           www.ksri.kit.edu
Several Research Questions will be targeted in
     future research (1)

                     Engineering suitable incentives in Social Clouds


                   What types of incentives do users have in a Social Cloud
                   context, with respect to participation, sharing and adherence to
                   agreements?

                   Are existing mechanisms for resource sharing suitable for Social
                   Clouds?
                   How can a mechanism be specifically designed for Social Clouds
                   in order to foster participation and resource sharing?

                                                          Methodology



                   Theoretical
                     model                                     Prototype      Experiments

11    22.05.2012    Christian Haas – Incentive Engineering in Social Clouds   Karlsruhe Service Research Institute
                                                                                                 www.ksri.kit.edu
Several Research Questions will be targeted in
     future research (2)

                   Addressing strategic user behavior



                   What are the strategic options for users in a Social Cloud, and how
                   are they affected by the mechanism used?


                   Is the Social Cloud mechanism robust against malicious user
                   behavior, and how can it be extended to address this issue?


                                                          Methodology



                   Theoretical
                     model                                    Simulation      Experiments

12    22.05.2012    Christian Haas – Incentive Engineering in Social Clouds   Karlsruhe Service Research Institute
                                                                                                 www.ksri.kit.edu
Summary and next steps

                                   • Concept of socially-motivated resource sharing
      Social Cloud                 • Use existing (digital) relationships to enhance trading
                                     framework


                                   • Incentives for users to participate, share and refrain
       Incentive                     from “anti-social” or malicious behavior
      Engineering                  • Consider influence of design issues such as application
                                     scenario on incentive scheme


             Next steps

             • Build a theoretical model of economic and social incentives in a
               resource sharing environment
             • Analyze user strategies under different trading mechanisms
             • Compare theoretical results with findings from simulations and/or
               experiments

13    22.05.2012    Christian Haas – Incentive Engineering in Social Clouds   Karlsruhe Service Research Institute
                                                                                                 www.ksri.kit.edu
Thank you for your attention!

                  Questions?


                  Feel free to contact us
                  Christian Haas, ch.haas@kit.edu
                  Simon Caton, simon.caton@kit.edu
                  Christof Weinhardt, weinhardt@kit.edu
14   22.05.2012    Christian Haas – Incentive Engineering in Social Clouds   Karlsruhe Service Research Institute
                                                                                                www.ksri.kit.edu

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Engineering Incentives in Social Clouds

  • 1. Incentive Engineering in Social Clouds A Research Agenda Christian Haas KARLSRUHE SERVICE RESEARCH INSTITUTE (KSRI) KIT – University of the State of Baden-Württemberg and National Research Center of the Helmholtz Association www.kit.edu
  • 2. Research Agenda • Motivation 1 • Concept of Social Clouds • Incentive Engineering in Social Clouds 2 • Relation of Incentive Schemes and Sharing Mechanisms • Related Work 3 • Research Questions and Methodology 4 2 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 3. How does resource sharing happen today Scenario: A user wants to backup personal data, but doesn’t have the required amount of computational resources/storage Required: Where to get these resources? Buy servers Volunteer1,2 Grid Available: Cloud 1: Anderson 2002; 2: Stainforth 2002 3 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 4. Existing approaches all have certain shortcomings Buy servers Data control Costs, inflexibility Volunteer Willingness to provide Exchange not necessarily resources bilateral Grid Access to (heterogeneous) QoS, user- resources friendliness, access Resources available on Cloud Trust assumptions demand None of the above mechanisms meets all requirements. What other approaches can we consider, e.g. Social Computing? 4 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 5. Social Computing is on the rise Facebook: Active Users (Millions) FB: Social Graph 700 600 Social 500 400 Network 300 200 Platform 100 0 Aug/ 08 Aug/ 09 Aug/ 10 Jun/ 09 Jun/ 10 Apr/ 09 Apr/ 10 Okt/ 08 Feb/ 09 Dez/ 08 Okt/ 09 Feb/ 10 Dez/ 09 Okt/ 10 Dez/ 10 Social Aspects Social aspects are becoming more important: in Resource • social sharing of resources Sharing • business models building upon social relationships Sharing of Sharing of Sharing of Storage WLANs Policies 5 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 6. The vision of a social cloud (Extended) Definition: (based on Chard et al. 2011) “Social Clouds are a scalable, dynamic and user-centric resource sharing framework in which computational resources, services and information are shared amongst members on the premise of the relationships encoded in a social network.” Socially-oriented Sharing Platform Social Clouds enable the sharing of (heterogeneous) resources in a framework where the social structures infer an implicit level of trust 6 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 7. Incentives play a crucial role in this scenario Socially-oriented Sharing Platform Adherence to Active user Subscribing (informal) participation Agreements What are users’ Incentives to provide Adherence to trading incentives to resources agreements join a SC? Disincentives to free-ride1 Avoiding “anti-social” and malicious behavior 1: Hardin 1968 Mechanism Design Suitably designed (economic) mechanisms are able to provide proper incentives in order to address incentive issues in all phases 7 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 8. Choice of incentives depends on design specifications • Social Computing or Storage Cloud Application • Social Research Cloud Scenario • Enterprise Social Cloud Trading/Inter • Volunteer, Reciprocal Incentive action • Reputation, Trophy Scheme Mechanism • Posted Price, Auction, Spot Market • Family, close friends Relationship • Colleagues, friends Type • Other people, virtual “friend” 8 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 9. Example: Choice of incentives depending on relationship types Volunteer Reciprocal Family, close friends Trophy Posted Price Auction Friends, Colleagues Example: • Non-monetary incentives for close friends Other People • Monetary incentives for other people Different groups have different levels of perceived trust Choice of interaction mechanism could depend on relationship type 9 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 10. Related Work: Incentive Engineering in other contexts Resource Sharing with Anonymous Networks social structures Online photo-sharing Incentive schemes to provide community3 resources1 Sharing of scientific workflows4 Free-rider problem2 Social Incentives/Preferences5 1: Feldman 2004; 2: Golle 2001 3:Nov 2010; 4: De Roure 2009; 5: Charness 2002 Do not capture social structures Do not explicitly consider incentive schemes Research Gap: Explicit need for incentive mechanisms for resource sharing frameworks with social fabrics 10 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 11. Several Research Questions will be targeted in future research (1) Engineering suitable incentives in Social Clouds What types of incentives do users have in a Social Cloud context, with respect to participation, sharing and adherence to agreements? Are existing mechanisms for resource sharing suitable for Social Clouds? How can a mechanism be specifically designed for Social Clouds in order to foster participation and resource sharing? Methodology Theoretical model Prototype Experiments 11 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 12. Several Research Questions will be targeted in future research (2) Addressing strategic user behavior What are the strategic options for users in a Social Cloud, and how are they affected by the mechanism used? Is the Social Cloud mechanism robust against malicious user behavior, and how can it be extended to address this issue? Methodology Theoretical model Simulation Experiments 12 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 13. Summary and next steps • Concept of socially-motivated resource sharing Social Cloud • Use existing (digital) relationships to enhance trading framework • Incentives for users to participate, share and refrain Incentive from “anti-social” or malicious behavior Engineering • Consider influence of design issues such as application scenario on incentive scheme Next steps • Build a theoretical model of economic and social incentives in a resource sharing environment • Analyze user strategies under different trading mechanisms • Compare theoretical results with findings from simulations and/or experiments 13 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu
  • 14. Thank you for your attention! Questions? Feel free to contact us Christian Haas, ch.haas@kit.edu Simon Caton, simon.caton@kit.edu Christof Weinhardt, weinhardt@kit.edu 14 22.05.2012 Christian Haas – Incentive Engineering in Social Clouds Karlsruhe Service Research Institute www.ksri.kit.edu