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Ontology Summit
    12 February 2013


 Bill Mandrick, PhD
  Senior Ontologist
Agenda
•   Background
•   Previous Information Revolutions
•   Ontology Defined
•   Snapshot of the Method
•   Return On Investment
Background
Horizontal
 Integration (HI) of
     Warfighter
    Intelligence

   …the ability to
exploit multiple data
sources as if they are
         one
Warfighters’ Information Sharing Environment

        Intelligence          Fire          Targeting
                            Support




                                                          Maneuver
                                                             &
                                                            Blue
                                                           Force
                                                          Tracking




                           Civil-Military
Air Operations                                Logistics
                           Operations
                                                              5
Authoritative References
       Merriam-Webster’s Collegiate        Joint Publication 1-02 DoD Dictionary   Joint Publication 3-0 Joint Operations
               Dictionary                      of Military and Related Terms

   Joint Publication 3-13 Joint Command           Joint Publication 3-24            Joint Publication 3-57 Civil-Military
                and Control                        Counterinsurgency                            Operations

   JP 3-10, Joint Security Operations in    Joint Publication 3-16 Multinational   Joint Publication 5-0 Joint Operations
                  Theater                               Operations                                Planning




 Warfighter Lexicon

 Controlled Vocabulary

 Stable

 Horizontally Integrated

 Common Operational Picture

http://www.dtic.mil/doctrine/                                                                                               6
Ontology(ies) that enables interoperability among members of an Operations Center
                               and other warfighters.        7
Doctrinal Publications
            Consistent Terminology (Data Elements, Names and Definitions)


    JP 1-02
 DoD Dictionary



                                                          JP 3-16         JP 3-33                   JP 6-0
                               JP 2-0        JP 3-0                                     JP 4-0
                                                        Multinational       JTF                     Comm
                            Intelligence   Operations                                  Logistics
                                                         Operations     Headquarters               Support



Area of Interest                 X            X              X

Area of Operations                            X              X               X             X

Area of Responsibility                        X              X               X             X

C2 Systems                                    X                              X                        X

Civil-Military Operations                     X                              X


Key:                 word for word
                                                                                                             8
Joint Publication 6-02




    A Joint       Horizontal Integration of
                        Information

Publication for
 H.I. needs to
be developed         Under Development
                           2013




                                              9
Conclusion
• Two Types of Integration
  – Organizational (Cultural)
  – Technical
• Operations Centers are Organizationally
  Integrated
• Joint Doctrine is the Warfighter’s Lexicon
• Lexicons and Controlled Vocabularies
  supposed to advance technical integration,
  but they fail
• Completely new approach is needed
Information Integration Revolutions




 Dowding Radar System
 (1940 Battle of Britain)




                             Coordinated (Massing)
                            Artillery Fires (1910-1940)

                                                          1800’s Cartographic
*DOTMLPF                                                      Revolution      12
Interoperable Semantics
 (example: Anatomy & Physiology)


                 •   Standardized Labels
                 •   Anatomical Continuants
                 •   Physiological Occurrents
                 •   Teachable
                 •   Inferencing
                 •   Horizontally Integrated
                 •   Sharing of Observations
                 •   Accumulated Knowledge

                                           13
Ontology Defined
Ontology Defined

  Ontology is the science of representing, defining, and
 relating the kinds and structures of objects, properties,
 events, processes and relations in every area of reality.

 An ontology is an exhaustive classification of entities in
some sphere of being, which results in the formulation of
  robust and shareable descriptions of a given domain.

   (e.g. Physics, Biology, Medicine, Intelligence, etc.).



                      www.militaryontology.com                15
Ontology Defined



“...partial semantic account of the
 intended conceptualization of a
          logical theory...”




           www.militaryontology.com   16
top level                Basic Formal Ontology (BFO)

                                            Ontology for
          Information Artifact
                                            Biomedical      Spatial Ontology
mid-level      Ontology
                                           Investigations        (BSPO)
                (IAO)
                                               (OBI)
               Anatomy Ontology                      Infectious
                (FMA*, CARO)                          Disease
                                      Environment
                          Cellular                   Ontology
              Cell                     Ontology
                         Component                     (IDO*)
            Ontology                    (EnvO)
                          Ontology
              (CL)                                   Phenotypic     Biological
 domain                 (FMA*, GO*)
                                                       Quality       Process
   level     Subcellular Anatomy Ontology (SAO)
                                                      Ontology    Ontology (GO*)
                                                       (PaTO)
                       Sequence Ontology
                             (SO*)                   Molecular
                                                     Function
                       Protein Ontology               (GO*)
                            (PRO*)


        Extension Strategy + Modular Organization                            17
Levels of Ontology

Common Upper Ontology   Guarantees consistency
                        and interoperability at
       (BFO)                 lower levels


                         Organizing effect similar
                        to the JP’s…act as a nexus
 Mid-Level Ontologies   between lower and upper
                                   levels


                         Developed by Domain
 Low-Level Ontologies    Subject Matter Experts
Dealing with Time
Artifact

   is_a


Building


instance_of                            Educational
                                         Facility

              has_role at t1
                                                   Production
                                                     Facility
                      has_role at t2


               has_role at t3
                                        Storage
                                        Facility
Dealing with Time
Agent

   is_a



Person

instance_of
                                       Warehouse
                                      Manager Role
                 has_role at t1




                     has_role at t2
                                         Key Leader
                                            Role
              has_role at t3


                                      Brother Role
Orders of Reality


                                                     3rd Order.
                                               Records, data, symbols,
                                                      models…


                                                    2nd Order
                                          Participant perceptions, ideas,
                                                 thoughts, goals…



                                                       1st Order
                                                     Reality as it is.

The gaps between the orders of reality introduce risk. These gaps are not the
                                                                                21
   only form of risk but reducing these gaps contributes to reducing risk.
Ontology Types
               Asserted (Reference) Ontology

 created manually by its ontology developers to conform to
certain principles, the most important of which concerns the
 explicit declaration of the is_a relations between its terms.


               Inferred (Application) Ontology

   results when multiple asserted ontologies (or portions of
  asserted ontologies) are merged – which means: combined
together into a single ontology – and an automatic reasoner is
    used to infer new relations on the basis of the merged
                            content.
Geospatial
           Region
                                                       Asserted Ontologies
                                           Region.water.distanceBetweenLatrinesAndWaterSource
                       Tribal
Village
                       Region
           Area Of
          Operations                                                                Water Source


                                              Act
                                                                        Latrine                    Pond

                                Act Of                                           Well
                                                         Act Of                            Cesspool
                             Measurement               Observation
                                             Act Of
                                            Analysis

              Geographic
              Coordinates                                                Measurement Result



  Latitude                                                      Distance                     Height
                                Military Grid
 Longitude                                                  Measurement Result          Measurement Result
                 Universal    Reference System
Coordinates                     Coordinates
                Transverse                                                    Depth
                 Mercator                                                  Measurement
               Coordinates                                                    Result
Water Source                 Relating Asserted Ontologies
                                                Region.water.fecalOrOralTransmittedDiseases
Latrine                   Pond                                                           Role
      Well
                 Cesspool                  has_location
                                                                          Pathogen               Medicinal
                                                                            Role                   Role
                                                          has_role
                                                                                     Consumable
                                                                                        Role


                                              Microorganism

                                                                         cause_of
                part_of
                                    Bacterium                 Virus
                                                 Protozoan

                Event
                                                                                    Disease


Contamination             Epidemic Event
    Event                                                                                     Shigellosis
                                                                      Cholera
                Disease
             Transmission                                                       Hepatitis A
                 Event
Ontologies We Have
• Agent Ontology (Person and Organization)
• Artifact Ontology (Technical, Facility…)
• Emotion Ontology
• Event Ontology (Natural, Mil Ops, IED…)
• Geospatial Feature Ontology
• Information Artifact (Name, Grid Coordinates,
  Measurement, Map, Image, Report…)
• Infectious Disease Ontology
• etc…
Admin Page
Every term in the ontology
will have an authoritative
 definition and unique ID
Every term in the ontology
will have an authoritative
 definition and unique ID
Person Roles
To create ontologies which evolve consistently is very hard…
                      very, very hard…
                   but the ROI is worth it!
Snapshot of the Method
Repeatable Processes
                                    Developed though repeated
                                    observation, abstraction, and
                                          documentation




                                                                32
The Repeatable Targeting Process
The Repeatable Process for
         the...

 Military Decision Making
    Process (MDMP)...

 as depicted in Doctrine

This is a highly refined and
   documented process

All Leaders, Planners, and
Decision-Makers are well
   versed in the MDMP




                        33
34
Scoping the Domain




                     35
Scope the Domain

Subject Matter Expert (SME) Interaction
Identify Authoritative References
Survey Authoritative References
Define the Domain
Describe the Domain
Devise Metrics




                                          36
Authoritative References
        Merriam-Webster’s Collegiate        Joint Publication 1-02 DoD Dictionary   Joint Publication 3-0 Joint Operations
                Dictionary                      of Military and Related Terms

    Joint Publication 3-13 Joint Command           Joint Publication 3-24            Joint Publication 3-57 Civil-Military
                 and Control                        Counterinsurgency                            Operations

    JP 3-10, Joint Security Operations in    Joint Publication 3-16 Multinational   Joint Publication 5-0 Joint Operations
                   Theater                               Operations                                Planning




http://www.dtic.mil/doctrine/                                                                                                37
38
Metrics:
                   20 Questions for C2 Related Domains
What is the baseline definition/description for this                                               Where is this information found?
domain?
                                                                                                  Where is this information stored?
What are the primary activities involved in this domain?
                                                                                    What organizations are involved in this domain?
What are the subordinate activities in this domain?
                                                                                              How are these organizations related?
Who participates in these activities?
                                                                                             What do these outputs contribute to?
What environment do these activities take place in?
                                                             What is the relation between agents and organizations in this domain?
What are the intended outcomes of these activities?
                                                                                       What are the ultimate goals for the domain?
What are the intended products of these activities?
                                                                                    What are the subordinate goals for the domain?
What information is consumed in these activities?
                                                                   What larger enterprise/objective does this domain contribute to?
Who consumes this information?
                                                           What happens if these activities fail to produce their intended outcomes?
What information is produced by these activities?




                                                                                                                              39
Create Initial Lexicon




                         40
Building the Domain Lexicon
Joint Operation Planning Process: Planning activities associated with joint military operations by
combatant commanders and their subordinate joint force commanders in response to
contingencies and crises. Joint operation planning includes planning for the mobilization,
deployment, employment, sustainment, redeployment, and demobilization of joint forces. (Joint
Publication 3-0 Joint Operations)



      Planning Activity             Joint Military Operation         Combatant Commander

 Subordinate Joint Force              Contingency Event                     Crisis Event
      Commander
     Mobilization Event               Deployment Event                  Employment Event

    Sustainment Event                Redeployment Event                    Demobilization

         Joint Force                   Planning Process                       Response

                                                                                                     41
Definitions

Original “Definition”                                                    Improved Definition(s)



Attack Geography:                                     IED Attack Geography:

A description of the geography surrounding the IED    A Geospatial Region where some IED Incident takes
incident, such as road segment, buildings, foliage,   place.
etc. Understanding the geography indicates enemy
use of landscape to channel tactical response, slow   IED Attack Geography Description:
friendly movement, and prevent pursuit of enemy
forces.                                               A Description of the physical features of some
                                                      Geospatial Region where an IED Incident takes
                                                      place.




                                                                                                       42
Example 2: Method of Emplacement


      Original “Definition”                                                           Improved Definition(s)




Method of Emplacement:                                      Method of IED Emplacement:

A description of where the device was delivered, used, or   A systematic procedure used in the positioning of an
employed. (original definition)                             Improvised Explosive Device.

                                                            Method of IED Emplacement Description:

                                                            A description of the systematic procedure used in the
                                                            positioning of an Improvised Explosive Device.




                                                                                                                    43
Example 3: Method of Employment


      Original “Definition”                                                           Improved Definition(s)




Method of Employment:                                       Method of IED Employment:

A description of where the device was delivered, used, or   A systematic procedure used in the delivery of an
employed. (original definition)                             Improvised Explosive Device.

                                                            Method of IED Employment Description:

                                                            A description of the systematic procedure used in the
                                                            delivery of an Improvised Explosive Device.




                                                                                                                    44
45
Create Initial Ontology




                          46
Military Ontology is the task of establishing and representing the salient types of entities
                      and relations in a given domain (Battlespace)



                                                     Ontology Review




                                                   Revisions
                                                    Process
                                                   with SME’s


                                                     SME Feedback




                                                                                          47
Publish and Share




                    48
MilPortal




Ontology Name                            Terms      Contact
Emotion Ontology                         320     Janna Hastings
Facility Ontology                        349     Ron Rudnicki
Geospatial Feature Ontology              321         USGS
Human Physical Characteristic Ontology   233         I2WD
Infectious Disease Ontology              508     Lindsay Cowell
Information Artifact Ontology            485     Ron Rudnicki
Organization Ontology                    289     Bill Mandrick
Social Event Ontology                    215     WWHGD WG
Threat Ontology                          259     Bill Mandrick
Return On Investment
•   Prerequisite for H.I.
•   Standardized Process
•   DOTMLPF driven
•   Perspective Neutral
•   Evolutionary Process
•   Modular and Extensible
•   Facilitate Inter-Organizational Semantics
•   Avoid Redundancies
Collaboration
• DoD CIO Office of Information Sharing
• NSA
• NGA
• JIEDDO
• World Wide Human Geography Data Working
  Group (WWHGD-WG)
• Others…
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Ontology Summit Agenda: Horizontal Integration of Warfighter Intelligence

  • 1. Ontology Summit 12 February 2013 Bill Mandrick, PhD Senior Ontologist
  • 2. Agenda • Background • Previous Information Revolutions • Ontology Defined • Snapshot of the Method • Return On Investment
  • 4. Horizontal Integration (HI) of Warfighter Intelligence …the ability to exploit multiple data sources as if they are one
  • 5. Warfighters’ Information Sharing Environment Intelligence Fire Targeting Support Maneuver & Blue Force Tracking Civil-Military Air Operations Logistics Operations 5
  • 6. Authoritative References Merriam-Webster’s Collegiate Joint Publication 1-02 DoD Dictionary Joint Publication 3-0 Joint Operations Dictionary of Military and Related Terms Joint Publication 3-13 Joint Command Joint Publication 3-24 Joint Publication 3-57 Civil-Military and Control Counterinsurgency Operations JP 3-10, Joint Security Operations in Joint Publication 3-16 Multinational Joint Publication 5-0 Joint Operations Theater Operations Planning Warfighter Lexicon Controlled Vocabulary Stable Horizontally Integrated Common Operational Picture http://www.dtic.mil/doctrine/ 6
  • 7. Ontology(ies) that enables interoperability among members of an Operations Center and other warfighters. 7
  • 8. Doctrinal Publications Consistent Terminology (Data Elements, Names and Definitions) JP 1-02 DoD Dictionary JP 3-16 JP 3-33 JP 6-0 JP 2-0 JP 3-0 JP 4-0 Multinational JTF Comm Intelligence Operations Logistics Operations Headquarters Support Area of Interest X X X Area of Operations X X X X Area of Responsibility X X X X C2 Systems X X X Civil-Military Operations X X Key: word for word 8
  • 9. Joint Publication 6-02 A Joint Horizontal Integration of Information Publication for H.I. needs to be developed Under Development 2013 9
  • 10.
  • 11. Conclusion • Two Types of Integration – Organizational (Cultural) – Technical • Operations Centers are Organizationally Integrated • Joint Doctrine is the Warfighter’s Lexicon • Lexicons and Controlled Vocabularies supposed to advance technical integration, but they fail • Completely new approach is needed
  • 12. Information Integration Revolutions Dowding Radar System (1940 Battle of Britain) Coordinated (Massing) Artillery Fires (1910-1940) 1800’s Cartographic *DOTMLPF Revolution 12
  • 13. Interoperable Semantics (example: Anatomy & Physiology) • Standardized Labels • Anatomical Continuants • Physiological Occurrents • Teachable • Inferencing • Horizontally Integrated • Sharing of Observations • Accumulated Knowledge 13
  • 15. Ontology Defined Ontology is the science of representing, defining, and relating the kinds and structures of objects, properties, events, processes and relations in every area of reality. An ontology is an exhaustive classification of entities in some sphere of being, which results in the formulation of robust and shareable descriptions of a given domain. (e.g. Physics, Biology, Medicine, Intelligence, etc.). www.militaryontology.com 15
  • 16. Ontology Defined “...partial semantic account of the intended conceptualization of a logical theory...” www.militaryontology.com 16
  • 17. top level Basic Formal Ontology (BFO) Ontology for Information Artifact Biomedical Spatial Ontology mid-level Ontology Investigations (BSPO) (IAO) (OBI) Anatomy Ontology Infectious (FMA*, CARO) Disease Environment Cellular Ontology Cell Ontology Component (IDO*) Ontology (EnvO) Ontology (CL) Phenotypic Biological domain (FMA*, GO*) Quality Process level Subcellular Anatomy Ontology (SAO) Ontology Ontology (GO*) (PaTO) Sequence Ontology (SO*) Molecular Function Protein Ontology (GO*) (PRO*) Extension Strategy + Modular Organization 17
  • 18. Levels of Ontology Common Upper Ontology Guarantees consistency and interoperability at (BFO) lower levels Organizing effect similar to the JP’s…act as a nexus Mid-Level Ontologies between lower and upper levels Developed by Domain Low-Level Ontologies Subject Matter Experts
  • 19. Dealing with Time Artifact is_a Building instance_of Educational Facility has_role at t1 Production Facility has_role at t2 has_role at t3 Storage Facility
  • 20. Dealing with Time Agent is_a Person instance_of Warehouse Manager Role has_role at t1 has_role at t2 Key Leader Role has_role at t3 Brother Role
  • 21. Orders of Reality 3rd Order. Records, data, symbols, models… 2nd Order Participant perceptions, ideas, thoughts, goals… 1st Order Reality as it is. The gaps between the orders of reality introduce risk. These gaps are not the 21 only form of risk but reducing these gaps contributes to reducing risk.
  • 22. Ontology Types Asserted (Reference) Ontology created manually by its ontology developers to conform to certain principles, the most important of which concerns the explicit declaration of the is_a relations between its terms. Inferred (Application) Ontology results when multiple asserted ontologies (or portions of asserted ontologies) are merged – which means: combined together into a single ontology – and an automatic reasoner is used to infer new relations on the basis of the merged content.
  • 23. Geospatial Region Asserted Ontologies Region.water.distanceBetweenLatrinesAndWaterSource Tribal Village Region Area Of Operations Water Source Act Latrine Pond Act Of Well Act Of Cesspool Measurement Observation Act Of Analysis Geographic Coordinates Measurement Result Latitude Distance Height Military Grid Longitude Measurement Result Measurement Result Universal Reference System Coordinates Coordinates Transverse Depth Mercator Measurement Coordinates Result
  • 24. Water Source Relating Asserted Ontologies Region.water.fecalOrOralTransmittedDiseases Latrine Pond Role Well Cesspool has_location Pathogen Medicinal Role Role has_role Consumable Role Microorganism cause_of part_of Bacterium Virus Protozoan Event Disease Contamination Epidemic Event Event Shigellosis Cholera Disease Transmission Hepatitis A Event
  • 25. Ontologies We Have • Agent Ontology (Person and Organization) • Artifact Ontology (Technical, Facility…) • Emotion Ontology • Event Ontology (Natural, Mil Ops, IED…) • Geospatial Feature Ontology • Information Artifact (Name, Grid Coordinates, Measurement, Map, Image, Report…) • Infectious Disease Ontology • etc…
  • 27. Every term in the ontology will have an authoritative definition and unique ID
  • 28. Every term in the ontology will have an authoritative definition and unique ID
  • 30. To create ontologies which evolve consistently is very hard… very, very hard… but the ROI is worth it!
  • 31. Snapshot of the Method
  • 32. Repeatable Processes Developed though repeated observation, abstraction, and documentation 32 The Repeatable Targeting Process
  • 33. The Repeatable Process for the... Military Decision Making Process (MDMP)... as depicted in Doctrine This is a highly refined and documented process All Leaders, Planners, and Decision-Makers are well versed in the MDMP 33
  • 34. 34
  • 36. Scope the Domain Subject Matter Expert (SME) Interaction Identify Authoritative References Survey Authoritative References Define the Domain Describe the Domain Devise Metrics 36
  • 37. Authoritative References Merriam-Webster’s Collegiate Joint Publication 1-02 DoD Dictionary Joint Publication 3-0 Joint Operations Dictionary of Military and Related Terms Joint Publication 3-13 Joint Command Joint Publication 3-24 Joint Publication 3-57 Civil-Military and Control Counterinsurgency Operations JP 3-10, Joint Security Operations in Joint Publication 3-16 Multinational Joint Publication 5-0 Joint Operations Theater Operations Planning http://www.dtic.mil/doctrine/ 37
  • 38. 38
  • 39. Metrics: 20 Questions for C2 Related Domains What is the baseline definition/description for this Where is this information found? domain? Where is this information stored? What are the primary activities involved in this domain? What organizations are involved in this domain? What are the subordinate activities in this domain? How are these organizations related? Who participates in these activities? What do these outputs contribute to? What environment do these activities take place in? What is the relation between agents and organizations in this domain? What are the intended outcomes of these activities? What are the ultimate goals for the domain? What are the intended products of these activities? What are the subordinate goals for the domain? What information is consumed in these activities? What larger enterprise/objective does this domain contribute to? Who consumes this information? What happens if these activities fail to produce their intended outcomes? What information is produced by these activities? 39
  • 41. Building the Domain Lexicon Joint Operation Planning Process: Planning activities associated with joint military operations by combatant commanders and their subordinate joint force commanders in response to contingencies and crises. Joint operation planning includes planning for the mobilization, deployment, employment, sustainment, redeployment, and demobilization of joint forces. (Joint Publication 3-0 Joint Operations) Planning Activity Joint Military Operation Combatant Commander Subordinate Joint Force Contingency Event Crisis Event Commander Mobilization Event Deployment Event Employment Event Sustainment Event Redeployment Event Demobilization Joint Force Planning Process Response 41
  • 42. Definitions Original “Definition” Improved Definition(s) Attack Geography: IED Attack Geography: A description of the geography surrounding the IED A Geospatial Region where some IED Incident takes incident, such as road segment, buildings, foliage, place. etc. Understanding the geography indicates enemy use of landscape to channel tactical response, slow IED Attack Geography Description: friendly movement, and prevent pursuit of enemy forces. A Description of the physical features of some Geospatial Region where an IED Incident takes place. 42
  • 43. Example 2: Method of Emplacement Original “Definition” Improved Definition(s) Method of Emplacement: Method of IED Emplacement: A description of where the device was delivered, used, or A systematic procedure used in the positioning of an employed. (original definition) Improvised Explosive Device. Method of IED Emplacement Description: A description of the systematic procedure used in the positioning of an Improvised Explosive Device. 43
  • 44. Example 3: Method of Employment Original “Definition” Improved Definition(s) Method of Employment: Method of IED Employment: A description of where the device was delivered, used, or A systematic procedure used in the delivery of an employed. (original definition) Improvised Explosive Device. Method of IED Employment Description: A description of the systematic procedure used in the delivery of an Improvised Explosive Device. 44
  • 45. 45
  • 47. Military Ontology is the task of establishing and representing the salient types of entities and relations in a given domain (Battlespace) Ontology Review Revisions Process with SME’s SME Feedback 47
  • 49. MilPortal Ontology Name Terms Contact Emotion Ontology 320 Janna Hastings Facility Ontology 349 Ron Rudnicki Geospatial Feature Ontology 321 USGS Human Physical Characteristic Ontology 233 I2WD Infectious Disease Ontology 508 Lindsay Cowell Information Artifact Ontology 485 Ron Rudnicki Organization Ontology 289 Bill Mandrick Social Event Ontology 215 WWHGD WG Threat Ontology 259 Bill Mandrick
  • 50. Return On Investment • Prerequisite for H.I. • Standardized Process • DOTMLPF driven • Perspective Neutral • Evolutionary Process • Modular and Extensible • Facilitate Inter-Organizational Semantics • Avoid Redundancies
  • 51. Collaboration • DoD CIO Office of Information Sharing • NSA • NGA • JIEDDO • World Wide Human Geography Data Working Group (WWHGD-WG) • Others…