ontology engineering (part 1) · deployment of ontologies. it includes topics such as philosophy,...

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Page 1: Ontology Engineering (part 1) · deployment of ontologies. It includes topics such as philosophy, metaphysics, knowledge representation formalisms, development methodology, knowledge

Ontology Engineering (part 1)

Miroslav Blasko

[email protected]

November 29, 2018

Miroslav Blasko ([email protected]) Ontology Engineering (part 1) November 29, 2018 1 / 22

Page 2: Ontology Engineering (part 1) · deployment of ontologies. It includes topics such as philosophy, metaphysics, knowledge representation formalisms, development methodology, knowledge

Outline

1 Ontology EngineeringBasicsRequirements engineeringOverview of methodologiesSelected methodological guidelines

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Ontology Engineering

1 Ontology EngineeringBasicsRequirements engineeringOverview of methodologiesSelected methodological guidelines

Ontology Engineering

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Ontology Engineering Basics

Basics

1 Ontology EngineeringBasicsRequirements engineeringOverview of methodologiesSelected methodological guidelines

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Ontology Engineering Basics

Basic terms

Ontology Engineering is research field that covers a set of activitiesappearing during conceptualization, design, implementation anddeployment of ontologies. It includes topics such as philosophy,metaphysics, knowledge representation formalisms, developmentmethodology, knowledge sharing and reuse, knowledge management,systemization of domain knowledge, standardization, evaluation etc.Ontology life cycle is the specific sequence of activities that arecarried out by ontology practitioners for developing an ontology.Ontology life cycle model is a framework that provides generalstructure on which activities of the ontology life cycle can be mapped.

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Ontology Engineering Basics

Ontology Engineering activitiesList of Ontology Engineering activities :

Ontology ConceptualizationOntology IntegrationOntology PopulationOntology ElicitationOntology LearningOntology LocalizationOntology MatchingOntology SearchOntology Specification

Ontology SpecializationOntology DiagnosisOntology RepairOntology ModularizationOntology ReengineeringOntology ReuseOntology VersioningOntology Evaluation...

Comprehensive glossary of Ontology Engineering activities can be found athttp://mayor2.dia.fi.upm.es/oeg-upm/files/pdf/NeOnGlossary.pdf

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Ontology Engineering Basics

Ontology life cycle models

There are multiple models to sequence activities for development ofontology :

Waterfall Model”V“ ModelIncremental ModelIterative ModelEvolutionary PrototypingRapid ThrowawayPrototypingSpiral Model

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Ontology Engineering Requirements engineering

Requirements engineering

1 Ontology EngineeringBasicsRequirements engineeringOverview of methodologiesSelected methodological guidelines

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Ontology Engineering Requirements engineering

Requirements engineering basicsRequirement engineering is an activity in which we view ontologyas black box while trying to describe requirements that the ontologyshould fulfill.Requirements are of two types :

Functional requirements describing internal structure and contentQuery resultsInferencesError checking...

Non-functional requirements describing overall structure,acceptance, guidelines and rules for development etc.

CoverageEfficiencyDocumentation...

We will focus here rather on ”computational ontologies“ (as part of asoftware system performing some task)

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Ontology Engineering Requirements engineering

Requirements engineering – Functional requirementsThere are three types of functional requirements that are used withinrequirement engineering :

1 Competency question (CQ) is natural language question that theontology should be able to answer

Simple lookup queries – Who are participant of certain event ?Queries expressing inferences and constraints – If people have children,is a specific person grandparent or not ? Is it valid to have 3 parents ?

2 Contextual statement is an axiom that must hold in the ontologyexpressed in natural language – Every person has at exactly 2 parents.Grandparent is person who has a child who has a child.

3 Reasoning (inference) requirement specify the input and outputdata for a reasoning task – we need to query directly for all thegrandparents

NoteContextual statements and reasoning requirements are used to clarify/remove complex CQs

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Ontology Engineering Overview of methodologies

Overview of methodologies

1 Ontology EngineeringBasicsRequirements engineeringOverview of methodologiesSelected methodological guidelines

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Ontology Engineering Overview of methodologies

METHONDOLOGY

METHONDOLOGY was developed at Polytechnic University ofMadrid and is based on IEEE standards for Developing Software LifeCycle Processes.It provides guidelines for

Project management process – planning, project control, qualitycontrol etc.Ontology development process – envisioned use of the ontology,explication of the envisioned users, conceptualization of target domain,formalization of ontology, implementation etc.Support activities – knowledge acquisition, evaluation, ontologyintegration, documentation, version management etc.

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Ontology Engineering Overview of methodologies

On-To-Knowledge methodology

On-To-Knowledge methodology was developed in KarlsruheUniversity.It is based on two-loop architecture :

Knowledge process – normal knowledge use and evolution processKnowledge meta-process – methodology for ontology developmentcomposed of 5 major steps (with 13 sub-steps)

Feasibility studyKickoffRefinementEvaluationApplication and evaluation

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Ontology Engineering Overview of methodologies

The NeOn Methodology – introduction

The NeOn Methodology [suarez2010neon] is scenario-basedmethodology with emphasis on

reuse and reengineering of knowledge aware resourcescollaborative and argumentative ontology developmentbuilding of ontology networks, as opposed to custom-building newontologies from scratch.

It defines following scenarios1 From specification to implementation2 Reusing and re-engineering non-ontological resources (NORs)3 Reusing ontological resources4 Reusing and re-engineering ontological resources5 Reusing and merging ontological resources6 Reusing, merging and re-engineering ontological resources7 Reusing ontology design patterns (ODPs)8 Restructuring ontological resources9 Localizing ontological resources

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Ontology Engineering Overview of methodologies

The NeOn Methodology – overall architecture

Available at http://mayor2.dia.fi.upm.es/oeg-upm/index.php/en/methodologies/59-neon-methodology

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Ontology Engineering Overview of methodologies

Other methodologies

Cyc methodologyGruninger and Fox’s methodologyUschold and King’s methodologyKACTUS methodologySENSUS methodologyDILIGENT methodologyTOVE methodologyActivity-First Method (AFM) in Hozo

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Ontology Engineering Overview of methodologies

Three-layer model of guidelinesAn ontology engineering methodology can be composed of three-layersguidelines [mizoguchi2004tutorial] :

Top-layer – The whole building process compliant with theconventional software development process (The methodologiesdescribed so far includes mostly only this level guidelines and partiallythe next level)Middle-layer – Generic constraints and guidelines which specifymajor steps (AFM is example of a methodology mainly concernedwith this level)Bottom-layer – The most fine-grain guidelines such as those for classidentification process, etc. (Ontology development tutorial by Noy[noy2001ontology] have few guidelines at this level)

NoteMiddle-layer and bottom-layer guidelines are essential for novices to develop ”correct ontology“as they directly influence the quality of the ontology developed.

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Ontology Engineering Overview of methodologies

Summary of methodologies

Cyc, Uschold and King, Gruninger and Fox, KACTUS,METHONDOLOGY, SENSUS, On-To-Knowledge methodologies canbe used to build ontologies from scratch.METHONDOLOGY, On-To-Knowledge methodology are very usefulin development process management.Uschold and King methodology is useful for obtaining informalontology in early phase of development.Activity-First Method methodology is useful for building task anddomain ontologies.

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Ontology Engineering Selected methodological guidelines

Selected methodological guidelines

1 Ontology EngineeringBasicsRequirements engineeringOverview of methodologiesSelected methodological guidelines

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Ontology Engineering Selected methodological guidelines

Guideline to ontology requirement specification

Based on NeOn methodology ontology requirement specification can beformed from a set of ontological needs as follows :

1 Identify the purpose, scope and implementation language2 Identify the intended end-users3 Identify the intended uses4 Identify functional and non-functional requirements5 Group requirements (the list of CQs)6 Validate set of requirements – if not valid jump to step 47 Prioritize requirements (optional)8 Extract terminology and its frequency

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Ontology Engineering Selected methodological guidelines

Guideline for ontology life cycle models

Based on assumption about ontology requirements we can use followingontology life cycle models :

Ontology requirements are known from the beginningWaterfall Model”V“ ModelIncremental ModelIterative Model

Ontology requirements are not known from the beginning and canchange during the project

Evolutionary PrototypingRapid Throwaway Prototyping

Uncertainties in the ontology requirements can derive into risks in theproject

Spiral model

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Ontology Engineering Selected methodological guidelines

Guidelines for taxonomy construction direction

There are three approaches to construct taxonomies :top-down approachbottom-up approachmiddle-out approach

Try to combine the approaches as much as possible !

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Ontology Engineering Selected methodological guidelines

Guideline for reusing ontological resource

There are multiple ways how to reuse ontological resources :ontologies as wholesontology modulesontology design patternsontology statements

In addition to reuse, reconstruction, re-engineering, and merging canbe used.

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