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Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion




   Mathematical Semantic Markup in a Wiki: the Roles of
                 Symbols and Notations
                        3rd Semantic Wiki Workshop, ESWC 2008


                                            Christoph Lange

                                    Jacobs University, Bremen, Germany
                     KWARC – Knowledge Adaptation and Reasoning for Content

             Digital Enterprise Research Institute, National University of Ireland, Galway


                                               June 2, 2008



    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   1
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



Overview



        Mathematical notation is surprisingly ambiguous and diverse. It’s
        hard to make the semantics of a mathematical formula explicit.
        Semantic markup is a well-established solution – but not yet on the
        social semantic web!
        We’ve made OpenMath markup usable in a semantic wiki
        . . . and gain as a benefit an improved editing of definitions of
        symbols and their notation.




    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   2
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



Making Mathematical Wikis more Semantic


Why mathematics?
        foundational science for science, technology, and engineering
What does a wiki need to support mathematics semantically?
         A
        LTEX formulæ often supported, e. g. in Wikipedia or PlanetMath
        What does O(n2 + n) mean? – How many meanings can you
        identify?




    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   3
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



Making Mathematical Wikis more Semantic


Why mathematics?
        foundational science for science, technology, and engineering
What does a wiki need to support mathematics semantically?
         A
        LTEX formulæ often supported, e. g. in Wikipedia or PlanetMath
        What does O(n2 + n) mean? – How many meanings can you
        identify?
           1   O times n2 + n
           2   function O applied to n2 + n
           3   Landau symbol: the set of all integer functions not growing faster than
               n2 + n
        (3) is obvious?! – Let’s make it obvious!



    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   3
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



Content Dictionaries


How to make explicit that O is a function set constructor?
        Define a vocabulary of mathematical symbols (cf. RDFS), a Content
        Dictionary (CD)
        E. g. a “function set” CD; agents can unambiguously refer to
        http://math-vocabulary.org/function-sets#Landau_O
        Formal CDs themselves contain mathematical formulæ, using
        previously defined symbols
        They are mathematical documents ⇒ make them collaboratively
        editable, too!




    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   4
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



Semantic Markup with OpenMath

        OpenMath expresses the logical structure of a formula:
        Sublanguage for Content Dictionaries:
               symbol name (→ URI)
               informal description
               additional properties (e. g. formal definition, axioms)
               examples
               other metadata (Dublin Core etc.)
               human-readable notations (more about this later)
        Applications:
               modular ontologies for data exchange between computer algebra
               systems or automated theorem provers (→ following talk)
               Multilingual publishing
               Adaptive learning applications
               Web formula search engines
        OpenMath 3 to be aligned with MathML3 (W3C)

    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   5
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



A Daunting Example

<CDDefinition>
  <Name>sin</Name>
  <Description>The sine function on real numbers</Description>
  <CMP>The sine function is defined in terms of the exponential function as
   sin x = 1 (e ix − e −ix ).</CMP>
           2
  <FMP>
    <OMOBJ xmlns="http://www.openmath.org/OpenMath"
      version="2.0" cdbase="http://www.openmath.org/cd">
       <OMA><OMS cd="relation1" name="eq"/>
         <OMA><OMS name="sin" cd="transc1"/>
           <OMV name="x"/></OMA>
         <OMA><OMS name="divide" cd="arith1"/>
           <OMA><OMS name="minus" cd="arith1"/>
              <OMA><OMS name="exp" cd="transc1"/>
                  <OMA><OMS name="times" cd="arith1"/>
                    <OMS name="i" cd="nums1"/>
                    <OMV name="x"/></OMA></OMA>
              <OMA><OMS name="exp" cd="transc1"/>
                  <OMA><OMS name="times" cd="arith1"/>
                    <OMA><OMS name="unary_minus" cd="arith1"/>
                      <OMS name="i" cd="nums1"/></OMA>
                    <OMV name="x"/></OMA></OMA></OMA>
           <OMA><OMS name="times" cd="arith1"/>
              <OMI>2</OMI>
              <OMS name="i" cd="nums1"/></OMA></OMA></OMA></OMOBJ></FMP>
</CDDefinition>




    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   6
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



Authoring, Presentation, and Navigation

        Semantic markup is hard to read and write ⇒ need authoring
        support, both for instances (formulæ) and vocabularies (CDs)
                                                                     A
        Rendering semantic markup (e. g. to Presentation MathML or LTEX):
        need notation definitions
               map symbols or patterns to fragments of presentation markup
               (MathML or TEX)
               recursively apply mappings for arguments of operators
        There is not the one single notation for a symbol: notations change!
                            √
               time: Rx        x (16th century)
                       n     k     n
          language: k = Cn = Ck
                      domain, style, level of sophistication, . . .
        Editor must reflect such changes!
        Editor should link rendered symbols to their definitions

    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   7
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



The Semantic Wiki SWiM

        SWiM = IkeWiki [Schaffert] + MathML/OpenMath/OMDoc
        Knowledge representation “one page = one RDF resource” works
        well, but requires small pages (Discuss!)
        Page granularity found suitable for OpenMath: symbol definitions,
        formal/informal properties, examples, per-symbol and notation
        definitions
        OpenMath specification is different, considers a whole CD (mostly
        > 10 symbols) one “review unit”
        SWiM preserves compatibility by splitting documents into xi:included
        fragments on import
        Editor: semi-WYSIWYG, tabled XML structures, visual formula editor
        being integrated


    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   8
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



The Semantic Wiki SWiM




    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   9
Math. Sem. Wikis    OpenMath      Author/Navigate/Present      SWiM      Rendering Notations   Related    Conclusion



Making CDs Semantic with an Ontology
The OpenMath CD language has a well-defined semantics, but not in
terms of the semantic web
    We developed an ontology for relevant structures and relationships in
    OpenMath CDs (e. g. “CD includes symbol definition”, “formula uses
    symbol”)
    On saving or importing, we extract RDF from OpenMath
<CD xml:id="sample">                                        <#sample>
  <CDName>sample</CDName>                                     rdf:type omo:ContentDictionary ;
  <CDDate>2008-03-05</CDDate>                                 dc:identifier "sample" ;
  <CDStatus>private</CDStatus>                  →             dc:date 2008-03-05 ;
  <Description>A sample CD</Description>                      omo:status "private" ;
  <xi:include href="url/of/CDDefinition"/>                    dc:description "A sample CD" ;
</CD>                                                         omo:containsSymbolDefinition <url/of/CDDefinition> .


Put this RDF into a Jena triple store; currently used for:
    incoming/outgoing links, grouped by property
    graphical RDF browser
    assistance in manual annotation
    inline SPARQL queries
    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki         June 2, 2008   10
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



Defining Notations for Symbols


        Notation definitions map patterns of semantic markup to fragments
        of presentation markup, apply rules recursively
                                      √
        e. g. @(arith1#root, arg, n) n arg (actually written in XML)
        link notation definition → symbol definition in RDF:
        <#ntn-root> omo:rendersSymbol <url/of/arith1/root> .
        What if an editor changes this?
           1   identify the change: XML diff
           2   identify documents affected by the change: query RDF graph for all
               resources using the symbol in a formula – and for all resources that
               xi:include the former




    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   11
Math. Sem. Wikis     OpenMath     Author/Navigate/Present   SWiM       Rendering Notations      Related      Conclusion



Determining the Effect of Changing a Notation Definition

                       1    SELECT DISTINCT ?page WHERE {
                       2      <changed-ntn-def> omo:rendersSymbol ?sym .
                       3      { ?page omo:usesSymbol ?sym } UNION
                       4      { ?exOrFMP omo:usesSymbol ?sym .
                       5        { ?page omo:contains ?exOrFMP } UNION
                       6        { ?page omo:contains ?symDef .
                       7          ?symDef omo:contains ?exOrFMP } } }




                                                       fmp
                                                       fmp
                                                        fmp
                    renders-    usesSymbol (3,4)                    contains (5,7)
                   Symbol (2)                                                                 contains (6)
  notDef                        sym                                        symDef
                                                                           symDef
                                                                            symDef                             cd
                                                                                                               cd
                                                                                                                cd
                                 usesSymbol (3,4)
                                                                    contains (5,7)
                                                        ex
                                                        ex
                                                         ex


    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki           June 2, 2008   12
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



Related Work

                                                                  A
        Mathematical wikis: not as semantic as SWiM, mostly using LTEX
        Collaborative ontology editors: OntoWiki (but more record-like
        structures)
        Other editors for notation definitions: PlatΩ/TEXmacs , also
        reacts on changes, but not for web collaboration
        Rendering a formula is evaluating a (simple) inline query – a
        common feature in semantic wikis: “Find the notation definitions of
        the symbols used in the formula, present the results by rendering the
        formula.” (Discuss!)
        MONET OpenMath ontology for web service descriptions: one
        concept per standard symbol, e. g. arith1#root, but no CD
        structures


    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   13
Math. Sem. Wikis    OpenMath      Author/Navigate/Present   SWiM       Rendering Notations    Related    Conclusion



Conclusion and Outlook
Conclusion:
        Showed how semantic markup makes a semantic wiki aware of
        mathematics
        Integrated OpenMath into the semantic wiki SWiM:
           1   chose appropriate page granularity
           2   modeled ontology representing markup structures
           3   extracted relevant markup structures to RDF
        Used the semantics: Updates of notation definitions, navigation
Outlook (Discuss!):
        More complex reasoning tasks (transitive “CD uses CD” relationship):
        how to compute? Rules?
        Make domain knowledge available in semantic web compatible
        ontology (e. g. OWL-DL):
        DifferentiableFunction ContinuousFunction
    Ch. Lange (Jacobs University/DERI)               Mathematical Semantic Markup in a Wiki        June 2, 2008   14

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Mathematical Semantic Markup in a Wiki: the Roles of Symbols and Notations

  • 1. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Mathematical Semantic Markup in a Wiki: the Roles of Symbols and Notations 3rd Semantic Wiki Workshop, ESWC 2008 Christoph Lange Jacobs University, Bremen, Germany KWARC – Knowledge Adaptation and Reasoning for Content Digital Enterprise Research Institute, National University of Ireland, Galway June 2, 2008 Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 1
  • 2. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Overview Mathematical notation is surprisingly ambiguous and diverse. It’s hard to make the semantics of a mathematical formula explicit. Semantic markup is a well-established solution – but not yet on the social semantic web! We’ve made OpenMath markup usable in a semantic wiki . . . and gain as a benefit an improved editing of definitions of symbols and their notation. Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 2
  • 3. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Making Mathematical Wikis more Semantic Why mathematics? foundational science for science, technology, and engineering What does a wiki need to support mathematics semantically? A LTEX formulæ often supported, e. g. in Wikipedia or PlanetMath What does O(n2 + n) mean? – How many meanings can you identify? Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 3
  • 4. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Making Mathematical Wikis more Semantic Why mathematics? foundational science for science, technology, and engineering What does a wiki need to support mathematics semantically? A LTEX formulæ often supported, e. g. in Wikipedia or PlanetMath What does O(n2 + n) mean? – How many meanings can you identify? 1 O times n2 + n 2 function O applied to n2 + n 3 Landau symbol: the set of all integer functions not growing faster than n2 + n (3) is obvious?! – Let’s make it obvious! Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 3
  • 5. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Content Dictionaries How to make explicit that O is a function set constructor? Define a vocabulary of mathematical symbols (cf. RDFS), a Content Dictionary (CD) E. g. a “function set” CD; agents can unambiguously refer to http://math-vocabulary.org/function-sets#Landau_O Formal CDs themselves contain mathematical formulæ, using previously defined symbols They are mathematical documents ⇒ make them collaboratively editable, too! Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 4
  • 6. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Semantic Markup with OpenMath OpenMath expresses the logical structure of a formula: Sublanguage for Content Dictionaries: symbol name (→ URI) informal description additional properties (e. g. formal definition, axioms) examples other metadata (Dublin Core etc.) human-readable notations (more about this later) Applications: modular ontologies for data exchange between computer algebra systems or automated theorem provers (→ following talk) Multilingual publishing Adaptive learning applications Web formula search engines OpenMath 3 to be aligned with MathML3 (W3C) Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 5
  • 7. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion A Daunting Example <CDDefinition> <Name>sin</Name> <Description>The sine function on real numbers</Description> <CMP>The sine function is defined in terms of the exponential function as sin x = 1 (e ix − e −ix ).</CMP> 2 <FMP> <OMOBJ xmlns="http://www.openmath.org/OpenMath" version="2.0" cdbase="http://www.openmath.org/cd"> <OMA><OMS cd="relation1" name="eq"/> <OMA><OMS name="sin" cd="transc1"/> <OMV name="x"/></OMA> <OMA><OMS name="divide" cd="arith1"/> <OMA><OMS name="minus" cd="arith1"/> <OMA><OMS name="exp" cd="transc1"/> <OMA><OMS name="times" cd="arith1"/> <OMS name="i" cd="nums1"/> <OMV name="x"/></OMA></OMA> <OMA><OMS name="exp" cd="transc1"/> <OMA><OMS name="times" cd="arith1"/> <OMA><OMS name="unary_minus" cd="arith1"/> <OMS name="i" cd="nums1"/></OMA> <OMV name="x"/></OMA></OMA></OMA> <OMA><OMS name="times" cd="arith1"/> <OMI>2</OMI> <OMS name="i" cd="nums1"/></OMA></OMA></OMA></OMOBJ></FMP> </CDDefinition> Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 6
  • 8. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Authoring, Presentation, and Navigation Semantic markup is hard to read and write ⇒ need authoring support, both for instances (formulæ) and vocabularies (CDs) A Rendering semantic markup (e. g. to Presentation MathML or LTEX): need notation definitions map symbols or patterns to fragments of presentation markup (MathML or TEX) recursively apply mappings for arguments of operators There is not the one single notation for a symbol: notations change! √ time: Rx x (16th century) n k n language: k = Cn = Ck domain, style, level of sophistication, . . . Editor must reflect such changes! Editor should link rendered symbols to their definitions Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 7
  • 9. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion The Semantic Wiki SWiM SWiM = IkeWiki [Schaffert] + MathML/OpenMath/OMDoc Knowledge representation “one page = one RDF resource” works well, but requires small pages (Discuss!) Page granularity found suitable for OpenMath: symbol definitions, formal/informal properties, examples, per-symbol and notation definitions OpenMath specification is different, considers a whole CD (mostly > 10 symbols) one “review unit” SWiM preserves compatibility by splitting documents into xi:included fragments on import Editor: semi-WYSIWYG, tabled XML structures, visual formula editor being integrated Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 8
  • 10. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion The Semantic Wiki SWiM Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 9
  • 11. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Making CDs Semantic with an Ontology The OpenMath CD language has a well-defined semantics, but not in terms of the semantic web We developed an ontology for relevant structures and relationships in OpenMath CDs (e. g. “CD includes symbol definition”, “formula uses symbol”) On saving or importing, we extract RDF from OpenMath <CD xml:id="sample"> <#sample> <CDName>sample</CDName> rdf:type omo:ContentDictionary ; <CDDate>2008-03-05</CDDate> dc:identifier "sample" ; <CDStatus>private</CDStatus> → dc:date 2008-03-05 ; <Description>A sample CD</Description> omo:status "private" ; <xi:include href="url/of/CDDefinition"/> dc:description "A sample CD" ; </CD> omo:containsSymbolDefinition <url/of/CDDefinition> . Put this RDF into a Jena triple store; currently used for: incoming/outgoing links, grouped by property graphical RDF browser assistance in manual annotation inline SPARQL queries Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 10
  • 12. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Defining Notations for Symbols Notation definitions map patterns of semantic markup to fragments of presentation markup, apply rules recursively √ e. g. @(arith1#root, arg, n) n arg (actually written in XML) link notation definition → symbol definition in RDF: <#ntn-root> omo:rendersSymbol <url/of/arith1/root> . What if an editor changes this? 1 identify the change: XML diff 2 identify documents affected by the change: query RDF graph for all resources using the symbol in a formula – and for all resources that xi:include the former Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 11
  • 13. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Determining the Effect of Changing a Notation Definition 1 SELECT DISTINCT ?page WHERE { 2 <changed-ntn-def> omo:rendersSymbol ?sym . 3 { ?page omo:usesSymbol ?sym } UNION 4 { ?exOrFMP omo:usesSymbol ?sym . 5 { ?page omo:contains ?exOrFMP } UNION 6 { ?page omo:contains ?symDef . 7 ?symDef omo:contains ?exOrFMP } } } fmp fmp fmp renders- usesSymbol (3,4) contains (5,7) Symbol (2) contains (6) notDef sym symDef symDef symDef cd cd cd usesSymbol (3,4) contains (5,7) ex ex ex Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 12
  • 14. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Related Work A Mathematical wikis: not as semantic as SWiM, mostly using LTEX Collaborative ontology editors: OntoWiki (but more record-like structures) Other editors for notation definitions: PlatΩ/TEXmacs , also reacts on changes, but not for web collaboration Rendering a formula is evaluating a (simple) inline query – a common feature in semantic wikis: “Find the notation definitions of the symbols used in the formula, present the results by rendering the formula.” (Discuss!) MONET OpenMath ontology for web service descriptions: one concept per standard symbol, e. g. arith1#root, but no CD structures Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 13
  • 15. Math. Sem. Wikis OpenMath Author/Navigate/Present SWiM Rendering Notations Related Conclusion Conclusion and Outlook Conclusion: Showed how semantic markup makes a semantic wiki aware of mathematics Integrated OpenMath into the semantic wiki SWiM: 1 chose appropriate page granularity 2 modeled ontology representing markup structures 3 extracted relevant markup structures to RDF Used the semantics: Updates of notation definitions, navigation Outlook (Discuss!): More complex reasoning tasks (transitive “CD uses CD” relationship): how to compute? Rules? Make domain knowledge available in semantic web compatible ontology (e. g. OWL-DL): DifferentiableFunction ContinuousFunction Ch. Lange (Jacobs University/DERI) Mathematical Semantic Markup in a Wiki June 2, 2008 14