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Elena Simperl @SSSC2009, Berkeley, CA.
Fundamentals of ontologies
  F d       l f       l i
    Definitions, features, classifications, applications, 
    modelling principles
  Ontology engineering
    Methodologies, methods
    Methodologies  methods and tools to build  
                                        build, 
    manage and use ontologies

*Thanks to Tobias Bürger, Asuncion Gomez Perez and Martin
Hepp for providing valuable contents to this lecture
An ontology defines the basic terms and relations 
A   t l       d fi  th  b i  t        d  l ti  
comprising the vocabulary  of  a topic area, as well as the 
rules for combining terms and relations to define  
extensions to the vocabulary
  t i  t  th           b l
      Neches, R.; Fikes, R.; Finin, T.; Gruber, T.; Patil, R.; Senator, T.; Swartout, W.R. Enabling 
                         Technology for Knowledge Sharing. AI Magazine. Winter 1991. 36‐56




An ontology is an explicit specification of a 
conceptualization
Gruber, T. A translation Approach to portable ontology specifications. Knowledge Acquisition. 
                                                                          Vol. 5. 1993. 199‐220
                                                                          Vol  5  1993  199‐220
An ontology is a hierarchically structured set of terms for  
A   t l  i    hi        hi ll   t t d  t  f t           f
describing a domain that can be used  as a skeletal foundation 
for a knowledge base
  B. Swartout; R. Patil; k. Knight; T. Russ.  Toward
  B  Swartout  R  Patil  k  Knight  T  Russ   Toward Distributed Use of Large Scale Ontologies
                                                                 Use of Large‐Scale
              Ontological Engineering. AAAI‐97 Spring Symposium Series. 1997. 138‐148




An ontology provides the means for describing explicitly the 
conceptualization behind the knowledge represented in a 
knowledge base
A. Bernaras;I. Laresgoiti; J. Correra.   Building and Reusing Ontologies for Electrical Network 
Applications ECAI96. 12th European conference on Artificial Intelligence. Ed.  John Wiley
                                                                         & Sons, Ltd. 298‐302
                                                                         & S       Ltd   8
“An ontology is a formal, explicit specification of a shared conceptualization”



                                                                                        Consensual
                                                                                        Knowledge
          Machine-readable



                                            Concepts, properties
                                            relations, functions,                               Abstract model and
                                            constraints, axioms,                                simplified view of some
                                            are explicitly defined                              phenomenon in the world
                                                                                                that we want to represent
  Studer, Benjamins, Fensel. Knowledge Engineering: Principles and Methods. Data and Knowledge Engineering. 25 (1998) 161-197
                                                                                                                      161 197
SUMO
Modelled knowledge about a specific domain
Defines
  A common vocabulary
  The meaning of terms
  How terms are interrelated

Consists of  
  Conceptualization and implementation

Contains
  Ontological primitives
Concepts are organized in taxonomies
C                 i d i          i
Relations 
• R: C1     x C2 x ... x Cn-1 x Cn

Functions
• F: C1     x C2 x ... x Cn-1 --> Cn



Instances
• Elements


Axioms
• Sentences which are always true
Issue of the conceptualization
  Upper‐level/Top‐level
  Core
  Domain
  Task
  Application
  Representation
    p

Degree of formality
  Highly informal: in natural language
  Semi‐informal: in a restricted and structured form of natural 
  S ii f         l  i       i d  d             d f      f     l 
  language
  Semi‐formal: in an artificial and formally defined language
  Rigorously formal: in a language with formal semantics, theorems 
  Rigorously formal: in a language with formal semantics  theorems 
  and proofs of such properties as soundness and completeness
Thessauri                                     General
                                           Formal   Frames       Logical
               “narrower term”
Catalog/ID                                  is-a  (properties) constraints
                   relation


           Terms/
           T     /             Informal
                               I f     l          Formal    Value
                                                            V l            Disjointness,
                                                                           Disjointness
          glossary                is-a           instance   Restrs.      Inverse, part-Of
                                                                                 ...




    Lassila O, McGuiness D. The Role of Frame-Based Representation on the Semantic Web.
    Technical Report. Knowledge Systems Laboratory. Stanford University. KSL-01-02. 2001.
R   Application Domain       Application Domain
E        Ontology              Task Ontology
U
S    Domain Ontology        Domain Task Ontology
A
      Core Ontology             Task Ontology
B
I
                Top-Level Ontology
L
I
             General/Common Ontology
T
Y
              Representation Ontology
Ontologies can be built using various languages with various  
O t l i    b  b ilt  i   i  l                    ith  i
degrees of formality
  Natural language
  UML
  ER
  OWL/RDFS
  WSML
  FOL
  ...
The formalism and the language limit the kind of knowledge that 
Th  f       li   d th  l        li it th  ki d  f k  l d  th t 
can be represented
A domain model is not necessarily a formal ontology only because 
it is written in OWL
(defconcept Travel                                      (defrelation Pays
     "A journey from place to place"                      :is
  :is-primitive                                            (:function (?room ?Discount)
    (:and                                                   (-
                                                            ( (Price ?room) (/(*(Price ?room) ?Discount) 100)))
                                                                            (/( (Price
      (:all arrivalDate Date)(:exactly 1 arrivalDate)     :domains (Room Number)
      (:all departureDate Date)(:exactly 1                :range Number)
  departureDate)
      (:all companyName String)
      (:all singleFare Number)(:at-most singleFare 1)))   (defrelation connects
                                                            "A road connects two different cities"
                                                          :arity 3
                                                          :domains (Location Location)
(tellm (AA7462 AA7462-08-Feb-2002)                        :range R dS ti
                                                                    RoadSection
     (singleFare AA7462-08-Feb-2002 300)                  :predicate
     (departureDate AA7462-08-Feb-2002 Feb8-2002)           ((?city1 ?city2 ?road)
     (arrivalPlace AA7462-08-Feb-2002 Seattle))              (:not (part-of ?city1 ?city2))
                                                             (
                                                             (:not (part-of ?city2 ?city1))
                                                                    (p          y      y ))
                                                             (:or (:and (start ?road ?city1)(end ?road ?city2))
                                                                 (:and (start ?road ?city2)(end ?road ?city1)))))
Knowledge representation
K   l d              i
 Ontology models domain knowledge
Semantic annotation
 Ontology is used as a vocabulary, classification or 
 indexing schema for a collection of items
Semantic search
 Ontology is used as a query vocabulary or for 
        gy             q y            y
 query rewriting purposes
Configuration
 Ontology defines correct configuration templates
Neutral Authoring                      Ontology‐based Search

              Bases for application                       Ontologies provide the 
              development as core data                    structure for the navigation 
              model for all applications.                 of the results, support 
                                                          browsing and classification.
              Typical use case in AI.
              Typical use case in AI
                                                          Ontologies allow for term 
                                                          disambiguation and query 
                                                          rewriting.

                                            Ontologies
                                            O t l i
              Global view on information.                 Specification of software 
                                                          systems and automation of 
              Organization and 
                                                          code generation.
              management of information 
              sources and their                           MDA.
              interrelation.
                                                          SOA.
              Consistency checking.


          Common Access to Information                   Ontology‐based Specification


Source: Jasper & Uschold, 1999.
Query formulation.
       f
Query rewriting.
Augmented query 
           d
processing.
Semantic matchmaking.
               h k
Navigation and browsing.
Vizualization.
     l
Watson
  http://watson.kmi.open.ac.uk/Overview.html
Swoogle
  http://swoogle.umbc.edu/
Protégé  Ontologies
     g         g
  http://protegewiki.stanford.edu/index.php/Protege_Ontology_Library#OWL_ontologies
OBO Foundation Ontologies
  http://www.obofoundry.org/
Open Ontology Repository
  http://ontolog.cim3.net/cgi‐bin/wiki.pl?OpenOntologyRepository
Manchester Ontology Library
  http://owl.cs.manchester.ac.uk/repository/
Ontology Yellow Pages
  http://wg.sti2.org/semtech‐onto/index.php/The_Ontology_Yellow_Pages
  http://wg sti2 org/semtech onto/index php/The Ontology Yellow Pages
AIM@SHAPE
  http://dsw.aimatshape.net/tutorials/ont‐intro.jsp

VoCamps
     p
  http://vocamp.org/wiki/Main_Page
Project management: controlling, planing, quality assurance etc.
                       t lli      l i        lit             t

                                                        Domain analysis
                                Kno

                                                        motivating scenarios, competency questions, existing solutions
                                  owledge acquisition
   Documen




                                                        Conceptualization
                   Evaluat




                                                        conceptualization of the model, integration and extension of
                                                        existing solutions
         ntation

                         tion




                                                        Implementation
                                                        implementation of the formal model in a representation language


                                                        Usage/Maintenance
                                                        adaptation of the ontology according to new requirements
Management            Development oriented                         Support

                                     Pre-development




                                                             Knowledge acquisition
  Scheduling
           g   Environment study      Feasibility study

                                        Development
                                                           Evaluation     Integration



               Specification    Conceptualization
Control                                                   Documentation       Merging

                Formalization      Implementation

                                    Post-development

 Quality
 assurance
                                                          Configuration      Alignment
                  Maintenance              Use
                                                          management
Historical Background




                                          CommonKADS
 Enterprise Ontology                      [Schreiber et al., 1999]
 [Uschold & King, 1995]
 [U h ld & Ki         ]
                                                    DILIGENT
          IDEF5                                  [Tempich, 2006]
                                                 [Tempich  2006]
          [Benjamin et al. 1994]
OTK                                                Holsapple&Joshi
                                                   H l    l &J hi
                                                   [Holsapple & Joshi, 2002]
[Sure, 2003]

                        CO4                METHONTOLOGY
                        [Euzenat, 1995]
                                          [Gomez‐Perez, 1996]
Two or more people interact and exchange
T                 l i           d    h
knowledge in order to build a common, 
shared ontology in pursuit of a shared   
                           of a shared,  
collective, bounded goal.
 Interaction may be indirect but required  
                             but required. 
 Argumentation as a common interaction means.
 Simple contributions not enough  
                      not enough. 
 Bounded goal: beginning and end.
 Collaborators may have individual goals.
1.
1    Emergence of ideas. In the first phase, new concept ideas are collected in an 
     Emergence of ideas  In the first phase  new concept ideas are collected in an 
     ad‐hoc fashion. This is done using simple tags. 
2.   Consolidation in communities. The concept symbols generated in the first 
     p
     phase are re‐used and adapted by the user community. The phase aims at 
                               p     y                     y     p
     extracting concepts from the available tags leading to a common terminology.
3.   Formalization. This phase adds taxonomic and ad‐hoc relations to the 
     common terminology yielding lightweight but formal ontologies. 
4.   Axiomatization. The final step in the methodology addresses knowledge 
     workers, i.e. ontology engineers, to add axiom leading to a heavy‐weight 
     ontology.


                                                                    [Braun, 2007]
Tagging is a very successful approach to  
T i  i                    f l         h 
organize all sorts of content on the Web.
Approaches to derive formal ontologies from 
tag clouds are emerging.
There are several tools available for building 
      g        g
ontologies using semantic wikis.
 Serious games to engineer ontologies and 
annotate content.
annotate content
http://vocamp.org/wiki/Main_Page 
elena.simperl@sti2.at

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Ontology Engineering SSSC2009

  • 2. Fundamentals of ontologies F d l f  l i Definitions, features, classifications, applications,  modelling principles Ontology engineering Methodologies, methods Methodologies  methods and tools to build   build,  manage and use ontologies *Thanks to Tobias Bürger, Asuncion Gomez Perez and Martin Hepp for providing valuable contents to this lecture
  • 3.
  • 4. An ontology defines the basic terms and relations  A   t l  d fi  th  b i  t   d  l ti   comprising the vocabulary  of  a topic area, as well as the  rules for combining terms and relations to define   extensions to the vocabulary t i  t  th   b l Neches, R.; Fikes, R.; Finin, T.; Gruber, T.; Patil, R.; Senator, T.; Swartout, W.R. Enabling  Technology for Knowledge Sharing. AI Magazine. Winter 1991. 36‐56 An ontology is an explicit specification of a  conceptualization Gruber, T. A translation Approach to portable ontology specifications. Knowledge Acquisition.  Vol. 5. 1993. 199‐220 Vol  5  1993  199‐220
  • 5. An ontology is a hierarchically structured set of terms for   A   t l  i    hi hi ll   t t d  t  f t  f describing a domain that can be used  as a skeletal foundation  for a knowledge base B. Swartout; R. Patil; k. Knight; T. Russ.  Toward B  Swartout  R  Patil  k  Knight  T  Russ   Toward Distributed Use of Large Scale Ontologies Use of Large‐Scale Ontological Engineering. AAAI‐97 Spring Symposium Series. 1997. 138‐148 An ontology provides the means for describing explicitly the  conceptualization behind the knowledge represented in a  knowledge base A. Bernaras;I. Laresgoiti; J. Correra.   Building and Reusing Ontologies for Electrical Network  Applications ECAI96. 12th European conference on Artificial Intelligence. Ed.  John Wiley & Sons, Ltd. 298‐302 & S  Ltd   8
  • 6. “An ontology is a formal, explicit specification of a shared conceptualization” Consensual Knowledge Machine-readable Concepts, properties relations, functions, Abstract model and constraints, axioms, simplified view of some are explicitly defined phenomenon in the world that we want to represent Studer, Benjamins, Fensel. Knowledge Engineering: Principles and Methods. Data and Knowledge Engineering. 25 (1998) 161-197 161 197
  • 8. Modelled knowledge about a specific domain Defines A common vocabulary The meaning of terms How terms are interrelated Consists of   Conceptualization and implementation Contains Ontological primitives
  • 9. Concepts are organized in taxonomies C     i d i   i Relations  • R: C1 x C2 x ... x Cn-1 x Cn Functions • F: C1 x C2 x ... x Cn-1 --> Cn Instances • Elements Axioms • Sentences which are always true
  • 10. Issue of the conceptualization Upper‐level/Top‐level Core Domain Task Application Representation p Degree of formality Highly informal: in natural language Semi‐informal: in a restricted and structured form of natural  S ii f l  i     i d  d  d f   f  l  language Semi‐formal: in an artificial and formally defined language Rigorously formal: in a language with formal semantics, theorems  Rigorously formal: in a language with formal semantics  theorems  and proofs of such properties as soundness and completeness
  • 11. Thessauri General Formal Frames Logical “narrower term” Catalog/ID is-a (properties) constraints relation Terms/ T / Informal I f l Formal Value V l Disjointness, Disjointness glossary is-a instance Restrs. Inverse, part-Of ... Lassila O, McGuiness D. The Role of Frame-Based Representation on the Semantic Web. Technical Report. Knowledge Systems Laboratory. Stanford University. KSL-01-02. 2001.
  • 12. R Application Domain Application Domain E Ontology Task Ontology U S Domain Ontology Domain Task Ontology A Core Ontology Task Ontology B I Top-Level Ontology L I General/Common Ontology T Y Representation Ontology
  • 13. Ontologies can be built using various languages with various   O t l i    b  b ilt  i   i  l   ith  i degrees of formality Natural language UML ER OWL/RDFS WSML FOL ... The formalism and the language limit the kind of knowledge that  Th  f li   d th  l  li it th  ki d  f k l d  th t  can be represented A domain model is not necessarily a formal ontology only because  it is written in OWL
  • 14.
  • 15.
  • 16. (defconcept Travel (defrelation Pays "A journey from place to place" :is :is-primitive (:function (?room ?Discount) (:and (- ( (Price ?room) (/(*(Price ?room) ?Discount) 100))) (/( (Price (:all arrivalDate Date)(:exactly 1 arrivalDate) :domains (Room Number) (:all departureDate Date)(:exactly 1 :range Number) departureDate) (:all companyName String) (:all singleFare Number)(:at-most singleFare 1))) (defrelation connects "A road connects two different cities" :arity 3 :domains (Location Location) (tellm (AA7462 AA7462-08-Feb-2002) :range R dS ti RoadSection (singleFare AA7462-08-Feb-2002 300) :predicate (departureDate AA7462-08-Feb-2002 Feb8-2002) ((?city1 ?city2 ?road) (arrivalPlace AA7462-08-Feb-2002 Seattle)) (:not (part-of ?city1 ?city2)) ( (:not (part-of ?city2 ?city1)) (p y y )) (:or (:and (start ?road ?city1)(end ?road ?city2)) (:and (start ?road ?city2)(end ?road ?city1)))))
  • 17. Knowledge representation K l d   i Ontology models domain knowledge Semantic annotation Ontology is used as a vocabulary, classification or  indexing schema for a collection of items Semantic search Ontology is used as a query vocabulary or for  gy q y y query rewriting purposes Configuration Ontology defines correct configuration templates
  • 18. Neutral Authoring Ontology‐based Search Bases for application  Ontologies provide the  development as core data  structure for the navigation  model for all applications. of the results, support  browsing and classification. Typical use case in AI. Typical use case in AI Ontologies allow for term  disambiguation and query  rewriting. Ontologies O t l i Global view on information. Specification of software  systems and automation of  Organization and  code generation. management of information  sources and their  MDA. interrelation. SOA. Consistency checking. Common Access to Information Ontology‐based Specification Source: Jasper & Uschold, 1999.
  • 19. Query formulation. f Query rewriting. Augmented query  d processing. Semantic matchmaking. h k Navigation and browsing. Vizualization. l
  • 20. Watson http://watson.kmi.open.ac.uk/Overview.html Swoogle http://swoogle.umbc.edu/ Protégé  Ontologies g g http://protegewiki.stanford.edu/index.php/Protege_Ontology_Library#OWL_ontologies OBO Foundation Ontologies http://www.obofoundry.org/ Open Ontology Repository http://ontolog.cim3.net/cgi‐bin/wiki.pl?OpenOntologyRepository Manchester Ontology Library http://owl.cs.manchester.ac.uk/repository/ Ontology Yellow Pages http://wg.sti2.org/semtech‐onto/index.php/The_Ontology_Yellow_Pages http://wg sti2 org/semtech onto/index php/The Ontology Yellow Pages AIM@SHAPE http://dsw.aimatshape.net/tutorials/ont‐intro.jsp VoCamps p http://vocamp.org/wiki/Main_Page
  • 21.
  • 22. Project management: controlling, planing, quality assurance etc. t lli l i lit t Domain analysis Kno motivating scenarios, competency questions, existing solutions owledge acquisition Documen Conceptualization Evaluat conceptualization of the model, integration and extension of existing solutions ntation tion Implementation implementation of the formal model in a representation language Usage/Maintenance adaptation of the ontology according to new requirements
  • 23. Management Development oriented Support Pre-development Knowledge acquisition Scheduling g Environment study Feasibility study Development Evaluation Integration Specification Conceptualization Control Documentation Merging Formalization Implementation Post-development Quality assurance Configuration Alignment Maintenance Use management
  • 24. Historical Background CommonKADS Enterprise Ontology [Schreiber et al., 1999] [Uschold & King, 1995] [U h ld & Ki   ] DILIGENT IDEF5 [Tempich, 2006] [Tempich  2006] [Benjamin et al. 1994] OTK Holsapple&Joshi H l l &J hi [Holsapple & Joshi, 2002] [Sure, 2003] CO4 METHONTOLOGY [Euzenat, 1995] [Gomez‐Perez, 1996]
  • 25. Two or more people interact and exchange T l i d h knowledge in order to build a common,  shared ontology in pursuit of a shared    of a shared,   collective, bounded goal. Interaction may be indirect but required   but required.  Argumentation as a common interaction means. Simple contributions not enough   not enough.  Bounded goal: beginning and end. Collaborators may have individual goals.
  • 26. 1. 1 Emergence of ideas. In the first phase, new concept ideas are collected in an  Emergence of ideas  In the first phase  new concept ideas are collected in an  ad‐hoc fashion. This is done using simple tags.  2. Consolidation in communities. The concept symbols generated in the first  p phase are re‐used and adapted by the user community. The phase aims at  p y y p extracting concepts from the available tags leading to a common terminology. 3. Formalization. This phase adds taxonomic and ad‐hoc relations to the  common terminology yielding lightweight but formal ontologies.  4. Axiomatization. The final step in the methodology addresses knowledge  workers, i.e. ontology engineers, to add axiom leading to a heavy‐weight  ontology. [Braun, 2007]
  • 27. Tagging is a very successful approach to   T i  i       f l  h  organize all sorts of content on the Web. Approaches to derive formal ontologies from  tag clouds are emerging. There are several tools available for building  g g ontologies using semantic wikis. Serious games to engineer ontologies and  annotate content. annotate content