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Preface
4
Contents
8
Contributors
10
Introduction
13
1 The Interplay Between Ontology as Categorial Analysis and Ontology as Technology
17
1.1 Introduction
17
1.2 Ontology_c
18
1.3 Ontology_t
20
1.3.1 Ontology_t Definitions
20
1.3.2 Ontology_t and Epistemology
21
1.3.3 Ontology_t as Theory with Philosophical Stances
22
1.4 Interplay Between Ontologyc and Ontologyt
23
1.4.1 Developing Formalized Ontologies
24
1.4.2 Ontology, Science, and Levels of Reality
28
1.4.3 Example: An Ontology of Biology
30
1.5 Looking Toward the Future
34
1.5.1 Better Ordering Relations for Ontologies
34
1.5.2 Elaboration of the Distinctions Among Ontology Levels
35
1.5.3 Ontology Modularity, Mapping, and Formalization of Context
36
1.5.4 Representation vs. Reasoning
37
1.5.5 Final Words
38
1.6 Acknowledgments and Disclaimers
38
References
38
2 Ontological Architectures
43
2.1 Introduction
43
2.2 Ontological and Ontology Architecture: Overview
44
2.2.1 Truth and Belief: Ontology, Epistemology, Contextual Semantics, Language, and Applications
44
2.2.2 The Big Picture
45
2.2.3 The Ontology Spectrum
46
2.2.4 The Ontology Maturity Model
51
2.3 Ontological Architecture: Upper, Mid-level, Domain Ontologies
52
2.3.1 What Is an Upper Ontology?
53
2.3.1.1 Upper Ontology Definition
53
2.3.1.2 Upper Ontology vs. Mid-Level Ontology
54
2.3.1.3 Upper Ontology vs. Domain Ontology
54
2.3.2 Why Do We Care About Upper Ontology?
54
2.3.2.1 How Upper Ontologies May Help
54
2.3.2.2 A Software Engineer Analogy
55
2.3.3 What Foundational Ontologies Provide: Ontological Choices
56
2.3.3.1 Descriptive vs. Revisionary
56
2.3.3.2 Multiplicative vs. Reductionist
57
2.3.3.3 Universals, Particulars, Sets, Possible Worlds
57
2.3.3.4 Endurants and Perdurants
59
2.3.4 Upper Ontology Initiatives and Candidates
60
2.4 Structuring the Ontological and Meta-Ontological Space
61
2.4.1 Knowledge Representation Languages and Meta-Ontologies
61
2.4.2 The Lattice of Theories
65
2.4.3 Modularity and Context in the Ontological Space
66
2.4.4 Microtheories, Little Theories, Ontology Versioning
68
2.4.5 Information Flow Framework Meta-Ontology
70
2.5 What the Future Holds: A Vision
72
References
75
3 Organization and Management of Large Categorical Systems
83
3.1 Introduction
83
3.2 Terminological Systems in Medicine
84
3.2.1 Compositionality
85
3.2.2 Navigation
87
3.3 Complex Systems and Modularization in General
88
3.4 Abstract Framework for Modules
89
3.4.1 Overview
90
3.4.2 Formal Preliminaries
91
3.4.3 Defining Modules
91
3.4.4 Example Module Types
94
3.4.4.1 Basic Modules
94
3.4.4.2 Modules in Distributed First Order Logic
95
3.5 Characteristics of Module Notions
95
3.5.1 Informal Characteristics
95
3.5.2 Formal Characteristics
96
3.5.2.1 Characteristics Primarily Based on Either Interfaces, Modules or Systems
96
3.5.2.2 Characteristics with Respect to the Interplay of Modules and Systems
97
3.5.3 Discussion of Characteristics
98
3.6 Analytic Overview of Logical Approaches
99
3.6.1 Conservativity and Disjoint Languages
100
3.6.2 Partition-Based Reasoning
101
3.6.3 Semantic Encapsulation
102
3.6.4 Package-based Description Logics
103
3.6.5 Distributed Logics
103
3.6.6 Summarizing Overview
105
3.7 Concluding Remarks
107
3.7.1 Further Related Areas
107
3.7.2 Conclusions
108
References
109
4 The Information Flow Approach to Ontology-Based Semantic Alignment
117
4.1 Introduction
117
4.2 Ontology-Based Semantic Integration: Basic Concepts and Definitions
118
4.2.1 Semantic Matching
119
4.2.2 Integration Theory
120
4.2.3 Semantic Alignment
121
4.3 Semantic Alignment Through Meaning Coordination
122
4.4 Semantic Alignment Hypotheses
123
4.5 Applications and Explorations
126
4.6 Conclusions
128
References
129
5 Ontological Evaluation and Validation
131
5.1 Introduction
131
5.2 Current Approaches in Ontology Evaluation and Validation
133
5.2.1 Evolution-Based
133
5.2.2 Logical (Rule-Based)
134
5.2.3 Metric-Based (Feature-Based)
135
5.3 OntoQA: Metric-Based Ontology Quality Analysis
137
5.3.1 Schema Metrics
138
5.3.1.1 Relationship Richness
138
5.3.1.2 Inheritance Richness
139
5.3.1.3 Attribute Richness
139
5.3.2 Knowledgebase Metrics
139
5.3.2.1 Class Richness
140
5.3.2.2 Class Connectivity
140
5.3.2.3 Class Importance
140
5.3.2.4 Cohesion
141
5.3.2.5 Relationship Richness
141
5.3.3 OntoQA Results
141
5.4 Conclusion
144
References
144
6 Tools for Ontology Engineering and Management
147
6.1 Introduction
147
6.2 Classification of Ontology Tools
148
6.2.1 Specialized Ontology Engineering Tools
148
6.2.1.1 Ontology Engineering Tools
148
6.2.1.2 Ontologies Combination Tools
152
6.2.1.3 Ontology Management Tools
156
6.2.2 Integrated Ontology Engineering Environments
161
6.3 Selecting the Appropriate Ontology Engineering And Management Tool
163
6.4 Conclusion
165
References
166
7 Ontological Tools: Requirements, Design Issues and Perspectives
171
7.1 Introduction
171
7.2 The Engineering of Ontologies
173
7.2.1 The HCOME Methodology
175
7.2.1.1 Specification Phase
176
7.2.1.2 Conceptualization Phase
176
7.2.1.3 Exploitation Phase
177
7.2.2 The DILIGENT Methodology
177
7.3 Next-Generation Ontology Engineering Tools
179
7.4 Supporting Ontology Engineering
183
7.4.1 Integrated O.E Environments
183
7.4.2 Self-Standing O.E Tools
184
7.5 Conclusion
185
References
188
8 Using the Unified Foundational Ontology (UFO) as a Foundation for General Conceptual Modeling Languages
190
8.1 Introduction
190
8.2 The Unified Foundational Ontology (UFO)
191
8.2.1 The Core Categories: Object--Object Universal, Moment--Moment Universal
191
8.2.2 Qualities, Qualia and Modes
193
8.2.3 Relations, Relators and Qua Individuals
195
8.2.4 Object Universals
198
8.3 A Framework for Language Evaluation and (Re)Design
200
8.4 Evaluating and Redesigning the UML 2.0 Metamodel
203
8.5 Reinforcing the Isomorphism Between UFO and UML
206
8.6 Final Considerations
209
References
210
9 Lightweight Ontologies
212
9.1 Introduction
212
9.2 Lightweight Ontologies
215
9.2.1 Lightweight Ontologies and the Semantic Spectrum
215
9.2.2 Folksonomies and Lightweight Ontologies
218
9.2.3 Thesauri and Lightweight Ontologies
219
9.2.4 Formal Classification and Lightweight Ontologies
219
9.3 Ontologies and the Semantic Web
219
9.4 Ontologies and Information Integration
223
9.5 Ontologies and Knowledge Management
226
9.5.1 Limitations of Current Technology
227
9.5.2 Applying Ontologies in Knowledge Management
229
9.5.3 Semantic Knowledge Management Tools
231
9.5.3.1 Squirrel Semantic Search Engine
231
9.6 Ontologies and Service-Oriented Environments
234
9.6.1 Web Service Modeling Ontology (WSMO)
236
9.6.2 Web Service Modeling Language (WSML)
237
9.6.3 Web Service Modeling Execution Environment (WSMX)
238
9.7 Ontologies and Computer Science
239
9.8 Conclusion
240
References
241
10 WordNet
245
10.1 Introduction
245
10.2 Design and Contents
246
10.3 Coverage
246
10.4 Relations
246
10.5 Nouns in WordNet
247
10.5.1 Hyponymy
247
10.5.2 Types vs. Instances
248
10.5.3 Meronymy
248
10.6 Verbs
248
10.7 Adjectives
249
10.8 Where do Relations Come from?
249
10.9 WordNet as a Thesaurus
250
10.10 Semantic Distance and Lexical Gaps
250
10.11 WordNet as an Ontology
251
10.12 WordNet and Formal Ontology
251
10.13 Wordnets in Other Languages
252
10.14 The EuroWordNet Model
252
10.15 Global WordNets
254
10.16 WordNet as a Tool for Natural Language Processing
254
10.17 Conclusions
255
References
255
11 Controlled English to Logic Translation
258
11.1 Introduction
258
11.2 WordNet Mappings
260
11.3 Simple Parsing and Interpretation
261
11.3.1 Word Sense Disambiguation
262
11.4 Issues in Translation
263
11.4.1 Case Roles and Word Order
263
11.4.2 Statives
264
11.4.3 Attributes
264
11.4.4 Counting
265
11.4.5 Copula Expressions
265
11.4.6 Prepositions
265
11.4.7 Quantification
266
11.4.8 Possessives
267
11.4.9 Anaphor
268
11.4.10 Conjunction and Disjunction
269
11.4.11 Negation
269
11.5 CELT Components
270
References
270
12 Cyc
272
12.1 Introduction
272
12.1.1 The Form of the Language
273
12.1.2 Vocabulary
273
12.1.3 OpenCyc and ResearchCyc
274
12.2 Upper Ontology
275
12.2.1 Higher Order Classes
277
12.3 Contexts
278
12.3.1 Dimensions of Context Space
279
12.3.2 Vocabulary/Theory/Data Contexts
279
12.3.3 Spindles
280
12.3.4 Problem Solving Contexts
281
12.3.5 Hypothetical Contexts
281
12.3.6 Fictional Contexts
281
12.3.7 UniversalVocabularyMt
282
12.4 Functions
282
12.4.1 Prototypes
283
12.4.2 Skolemization
284
12.5 Reasoning
284
12.5.1 Forward and Backward Chaining
284
12.5.2 Don't Care Variables
285
12.5.3 Rule Macro Predicates
285
12.5.4 Monotonic vs. Default Reasoning
286
12.5.5 Exceptions to Rules
286
12.6 Events
287
12.7 Conceptual Works
287
12.8 Open/Closed World Assumption
288
12.9 Geopolitical Entities
288
12.10 Temporal Reasoning
289
12.11 Natural Language Support
289
12.12 Cyc and the Semantic Web
290
12.13 Summary
291
References
291
13 Ontological Foundations of DOLCE
292
13.1 Introduction
292
13.2 A Bit of History
293
13.3 Ontological vs. Conceptual Level
294
13.4 Properties
295
13.5 Basic Categories
298
13.6 Parthood
298
13.7 Time
299
13.8 Temporary Parthood
301
13.9 Concepts
302
13.10 Qualities and Locations
302
13.11 Objects and Events
304
References
308
14 General Formal Ontology (GFO): A Foundational Ontology for Conceptual Modelling
309
14.1 Introduction
309
14.2 Basic Assumptions and Logical Methods
312
14.2.1 Philosophical Assumptions
312
14.2.2 Concepts, Symbols, and Universals
313
14.2.3 The Axiomatic Method
314
14.2.4 Representation of Ontologies
315
14.2.5 Types of Realism
315
14.2.6 Levels of Reality
317
14.3 Meta-Ontological Architecture of GFO
318
14.4 The Basic Categories of Individuals of GFO
319
14.4.1 Space-Time
320
14.4.2 Principal Distinctions
321
14.4.3 Material Structures Material Structure
322
14.4.4 Processual Complexes, Processes, and Occurrents
324
14.4.4.1 Processual Complexes
325
14.4.4.2 Processes
325
14.4.4.3 Occurrents
327
14.4.4.4 Basic Classification of Processes
329
14.4.5 Attributives
331
14.4.5.1 Properties
331
14.4.5.2 Relations and Roles
333
14.4.5.3 Functions
336
14.4.6 Facts, Propositions, and Situations
338
14.5 Basic Relations of GFO
341
14.5.1 Existential Dependency
341
14.5.2 Set and Set-Theoretical Relations
342
14.5.3 Instantiation and Categories
342
14.5.4 Property Relations and Relators
343
14.5.5 Property Bearer Parthood Relation
343
14.5.6 Boundaries, Coincidence, and Adjacence
344
14.5.7 Relations of Concrete Individuals to Space and Time
345
14.5.8 Participation
345
14.5.9 Association
346
14.5.10 Ontical Connectedness and Causality
346
14.6 Object-Process Integration
347
14.6.1 Processual Unification and Cognition
347
14.6.2 Completed Categories and Integrated Individuals
348
14.6.3 Comparison to Other 4D-Ontologies
349
14.7 Principles of Ontology Development and Ontological Modelling
350
14.7.1 Domains and Conceptualizations
350
14.7.2 Steps of Ontology Development
351
14.7.3 Ontological Modelling
353
References
354
15 Ontologies in Biology
358
15.1 Introduction
358
15.2 Ontologies in Biomedicine
360
15.2.1 The Open Biomedical Ontologies
360
15.2.2 The Gene Ontology
363
15.2.3 Ontology Representation
363
15.2.4 Ontology Curation
366
15.2.5 Annotation
366
15.3 Criticism and Extension of the Gene Ontology
368
15.4 Biomedical Ontology Integration Through the Application of Ontological Design Principles
370
15.4.1 The OBO Relationship Ontology
371
15.4.2 BioTop and the Simple Bio Upper Ontology
371
15.4.3 GFO-Bio
372
15.4.4 Defaults and Exceptions for Ontology Interoperability
374
15.5 Applications
376
15.5.1 Annotation and Retrieval of Data
376
15.5.2 Statistical Analysis of Experiments
377
15.5.3 Automatic Annotation and Community-Developed Ontologies
378
15.5.3.1 Automatic Annotation
378
15.5.3.2 Community Development
378
15.5.4 Reasoning for Experimental Hypothesis Testing
379
15.6 Summary and Conclusions
379
References
380
16 The Ontology of Medical Terminological Systems: Towards the Next Generation of Medical Ontologies
383
16.1 Introduction
383
16.2 Terminological Systems and Ontologies
384
16.3 Domains and Graduated Conceptualizations
387
16.4 Analyses of Terminological Systems
389
16.5 Medical Terminological Systems
391
16.5.1 ICD
391
16.5.2 SNOMED-CT
392
16.5.3 UMLS
393
16.5.4 LOINC
394
16.5.5 GALEN
395
16.5.6 MeSH
396
16.6 Conclusions and Future Research
398
References
399
17 Ontologies of Language and Language Processing
402
17.1 Introduction
402
17.2 Lexical Databases and Ontology
405
17.3 Grammatical Motivation and Linguistic Ontology
408
17.4 Discussion
414
References
415
18 Business Ontologies
419
18.1 Introduction
419
18.1.1 Domain-Level Ontologies
420
18.1.2 Application-Level Ontologies
422
18.2 Socio-Instrumental Pragmatism
422
18.2.1 Restructuring the Taxonomy
423
18.2.1.1 Actors
425
18.2.1.2 Objects
425
18.2.1.3 Actions
426
18.2.1.4 Agents
427
18.2.2 The Resulting Meta-model
428
18.3 Enterprise Ontology
428
18.3.1 World Ontology Specification Language
428
18.3.2 The Axioms of Enterprise Ontology
431
18.3.2.1 The Operation Axiom
431
18.3.2.2 The Transaction Axiom
432
18.3.2.3 The Composition Axiom
433
18.3.2.4 The Distinction Axiom
433
18.4 Conclusion
433
References
434
19 Ontologies for E-government
437
19.1 Motivation
437
19.2 State of the Art in E-Government Ontologies
439
19.3 Ontologies to Formalize a Shared Understanding of Meaning
441
19.3.1 Starting with Terms
443
19.3.2 Transforming Terms and Facts to Concepts and Properties
448
19.3.3 Negotiating Reuse
448
19.4 Ontologies for Modelling Semantically Enriched Processes
450
19.5 Ontologies for Modelling Business Rules
453
19.5.1 Business Rules Classification
453
19.5.2 Semi-Formal Rule Respresentation
454
19.5.3 Formalization
456
19.5.3.1 Property Restriction
456
19.5.3.2 Semantic Web Rule Language
457
19.6 Ontologies for Modelling Agile E-Government Processes A process is considered agile when its execution model is created flexible at runtime, based on the results of triggered rules instead of static pre-defined models.
463
19.7 Conclusion
467
References
468
20 An Ontology-Driven Approach and a Context Management Framework for Ubiquitous Computing Applications
471
20.1 Introduction
471
20.2 Ontology Based Modeling of Context Aware Ubiquitous Computing Systems
472
20.3 An Ontology-Driven Meta-Model for Ubiquitous Computing Systems
475
20.3.1 Underlying Concepts
475
20.3.2 Focused Ontology
477
20.3.3 Core vs. Application Ontology
479
20.4 Context Management Framework
480
20.4.1 Context Management Process
480
20.4.2 Rules
481
20.4.2.1 Rules for Artifact State Assessment
482
20.4.2.2 Rules for the Local Decision-Making Process
482
20.4.2.3 Rules for the Global Decision-Making Process
482
20.4.3 Implementation
482
20.4.4 Engineering Applications
484
20.5 Prototype Application Example
485
20.5.1 Scenario
485
20.5.2 Components
486
20.5.3 Implementation
486
20.5.4 Semantic-Based Service Discovery
489
20.6 Conclusions
491
References
491
21 Category Theory as a Mathematics for Formalizing Ontologies
494
21.1 Introduction
494
21.2 Categories
497
21.3 Limits, Colimits, and Concepts as Theories
501
21.4 Structural Mappings
506
21.5 Categories of Categories, Functors, and Natural Transformations
509
21.6 Universal Arrows and Adjunctions
512
References
515
22 Issues of Logic, Algebra and Topology in Ontology
518
22.1 Introduction
518
22.2 Ingredients of Logic
520
22.2.1 Interpretations and Ontology
523
22.2.2 Theories and Models
524
22.3 Geometric Logic
525
22.3.1 Rules of Inference
526
22.3.2 Soundness
528
22.3.3 Beyond Rules of Inference
529
22.3.4 Geometric Ontology
530
22.4 Topology
533
22.5 Algebra
533
22.5.1 Lists and Finite Sets
534
22.5.2 Free Algebras
535
22.6 Categories
536
22.6.1 Sheaves
537
References
538
23 The Institutional Approach
539
23.1 Introduction
539
23.1.1 Ontologies
541
23.1.2 Semantic Integration
543
23.1.3 Architecture
545
23.2 Contexts
548
23.2.1 General Theory
548
23.2.2 Special Theory
551
23.3 Indexed Contexts
553
23.3.1 General Theory
553
23.3.2 Special Theory
555
23.4 Diagrams
557
23.4.1 General Theory
557
23.4.2 Special Theory
559
23.5 Coalescence
564
23.6 Fusion
564
23.6.1 General Theory
564
23.6.2 Special Theory
566
23.7 Formalism
568
References
569
24 Ontology Engineering, Universal Algebra, and Category Theory
570
24.1 Introduction
570
24.2 Representing Ontologies
571
24.3 Presenting Ontologies
573
24.4 Views Versus Sub-Ontologies
575
24.5 Interoperations
575
24.6 Solving View Updates
577
24.7 Interoperations with Instances
578
24.8 Nulls and Partial Functions
579
24.9 Universal Nulls
580
24.10 Conclusion
580
References
581
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