Moving towards formalisation COMP62342

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Moving towards formalisation COMP62342 Sean Bechhofer sean.bechhofer@manchester.ac.uk Uli Sattler uli.sattler@manchester.ac.uk (thanks to Bijan Parsia for slides)

Previously... We started the Knowledge Acquisition process... to elicit tacit knowledge in a variety of ways about a set of terms or concepts Even there we can be more/less explicit & precise normalising terms: e.g., symmetry or symmetric? hierarchy - and other direct relations between terms categorizing terms: e.g., as modifiers or self-standing constraining and defining terms Next: 2 important steps 1. getting even more explicit & precise Refining our proto-representation 2. getting actionable Building a representation

Step 1: Term extraction Highlight the relevant, domain-dependent terms in: There are several sorts of domesticated animals, though by far the most are mammals (like us!). For example, our faithful pets, cats and dogs, are clearly domesticated (or we would not keep such dangerous carnivores in our homes), as is the delicious yet docile cow which is farmed in ever increasing numbers.

Step 1: Term extraction Highlight the relevant, domain-dependent terms in: There are several sorts of domesticated animals, though by far the most are mammals (like us!). For example, our faithful pets, cats and dogs, are clearly domesticated (or we would not keep such dangerous carnivores in our homes), as is the delicious* yet docile cow which is farmed in ever increasing numbers.

Step 1: Term extraction Pull these terms out domesticated animals mammals us pets cats dogs dangerous carnivores homes delicious cow farmed increasing numbers

Step 1: Term extraction Pull these out and ponder: domesticated animals mammals us pets cats dogs dangerous carnivores homes delicious cow farmed increasing numbers These are quite odd but in different ways

Step 1: Term extraction Pull these out and ponder some more: domesticated animals mammals us pets cats dogs dangerous carnivores homes delicious cow farmed increasing numbers These are similar but have different levels of generality, and non-uniform spelling

Step 2: Grouping Base animal categories (noun-y terms) animals cats dogs mammals cow us Ways an animal can be (adjective-y terms) domesticated pets dangerous carnivores delicious farmed Stuff homes increasing numbers

Step 2: Grouping Base animal categories (noun-y terms) animals cats dogs mammals cow us Ways an animal can be (adjective-y terms) domesticated pets dangerous carnivores delicious farmed Stuff homes increasing numbers Scoping: Should we care about these?

A Key Slogan to determine which terms to care about: Representations are context sensitive & interest relative Context sensitive? for which (kind of) application do we build KR? Interests? Application needs Teaching, categorising, data acquisition Audience Children, lay people, different disciplines, clinicians vs. researchers Establish context and relevant interests Here: context is this course unit/exercise Here: interests is to work up a reasonable example

Step 2: Grouping Base animal categories (noun-y terms) animals cats dogs mammals cow us Ways an animal can be (adjective-y terms) domesticated pets dangerous carnivores delicious farmed Stuff homes increasing numbers Scoping: Should we care about these? No! (Why?)

Step 3: Normalise Terms Base animal categories (noun-y terms) animals cats dogs mammals cow us Unify number (singular/plural) spelling (incl. upper/lower case) Ways an animal can be (adjective-y terms) domesticated pets dangerous carnivores delicious farmed Animal Cat Dog Mammal Cow

Step 3: Normalise Terms Base animal categories (noun-y terms) Animal Cat Dog Mammal Cow us Give a good name Ways an animal can be (adjective-y terms) domesticated pets dangerous carnivores delicious farmed Animal Cat Dog Mammal Cow Human

Step 3: Normalise Terms Base animal categories (noun-y terms) Animal Cat Dog Mammal Cow Human Ways an animal can be (adjective-y terms) domesticated pets dangerous carnivores delicious farmed Unify grammatical form & spelling Domesticated Pet Dangerous Carnivorous Delicious Farmed

Step 3: Normalise Terms Base animal categories (noun-y terms) Animal Cat Dog Mammal Cow Human Ways an animal can be (adjective-y terms) Domesticated Pet Dangerous Carnivorous Delicious Farmed We have some background knowledge we can use to round out these terms

Step 3: Normalise Terms Base animal categories (noun-y terms) Animal Cat Dog Mammal Cow Human Ways an animal can be (adjective-y terms) Domesticated Pet Dangerous Carnivorous Omnivorous Herbivorous Delicious Wild Farmed so we add some terms

Step 4: Organise Terms Base animal categories (noun-y terms) Animal General Mammal Cat Specific Dog Cow Human Ways an animal can be (adjective-y terms) Domesticated General Wild Dangerous Contraries! Carnivorous Omnivorous Contraries? Herbivorous Delicious Pet Specific Farmed

Step 4: Organise Terms Base animal categories (noun-y terms) General: Animal Mammal Specific: Cat Dog Cow Human Ways an animal can be (adjective-y terms) General: Domesticated Wild Dangerous Carnivorous Omnivorous Herbivorous Delicious Specific: Pet Farmed Next: What terms are definable?

Interlude: what is a definition? Mini-exercise: agree with your neighbour on a definition for pet person table (furniture)

Interlude: Definitions? A definition is a statement that fixes the meaning of a term can be extensional: enumerate all elements a term describes e.g., PrimaryColour = {Red, Yellow, Blue} intensional: often using genus differentia pattern i.e., giving the next more general term (genus) plus differentiating features for this term and its siblings e.g., An endotherm is an organism that maintains its body at a metabolically favourable temperature. Two consequences: if Bob is an endotherm, then I know that if I find an organism that maintains its temperature, then.

Step 4: Organise Terms Base animal categories (noun-y terms) General: Animal Mammal Specific: Cat Dog Cow Human Ways an animal can be (adjective-y terms) General: Domesticated Wild Dangerous Carnivorous Omnivorous Herbivorous Delicious Specific: Pet Farmed Red terms are easily definable (?)

Step 5: Define Terms Base animal categories (noun-y terms) General: Animal = eats some Stuff Mammal = has MammGlands Specific: Cat Dog Cow = eats only Grass Human = Omnivore Ways an animal can be (adjective-y terms) General: Domesticated Wild Dangerous Carnivorous = eats only Meat Omnivorous = eats Meat & Plants Herbivorous = eats only Plants Delicious = tastes good Specific: Pet = lives with Humans Farmed = is eaten/used New Terms: eats, lives, tastes =, only, & Stuff Plants, Meat,

An interlude/orientation

Capturing knowledge in an actionable form We can capture what we ve done in a text document nice to read for humans not easily under-standable/processable by a computer: which animals are there? involves tricky string hackery! in a structured way i.e., some form of knowledge base and get some benefits!

Capturing our knowledge is an iterative process so far, representation is informative Definitions (will) elicit new terms Interests and Context tell us when we re done, i.e., when a fix point is reached Fatigue! Fatigue works... Until now, entirely informal, human process Having a structured form helps a little Generic versus specific Self-standing (noun-y) versus Modifiers (adjectiv-y) Contraries Definitions could be used for easier search/browsing But no content feedback For this, we need to understand what we want to/can represent

So far... We are well into KA Term extraction Initial regimentation Normalisation Organise Hierarchical organisation Categorisation Started additional capture Adding definitions Ready to consider the next step Proto-Formalisation! Remember: Interest sensitive and context relative We re looking for benefits (to way against costs) But first... 26

Remember our passage With highlighting! There are several sorts of domesticated animals, though by far the most are mammals (like us!). For example, our faithful pets, cats and dogs, are clearly domesticated (or we would not keep such dangerous carnivores in our homes), as is the delicious* yet docile cow which is farmed in ever increasing numbers. Why not? There are several sorts of domesticated animals, though by far the most are mammals (like us!). For example, our faithful pets, cats and dogs, are clearly domesticated (or we would not keep such dangerous carnivores in our homes), as is the delicious* yet docile cow which is farmed in ever increasing numbers. 27

So, what terms should go in? It depends! Interests and context Resources, including Time Energy Representational capabilities Skill, etc. Fewer than all A generally good rule of thumb Other than what s there Another good rule of thumb! Fleshing out Scoping: use Competency Question to decide! Organisational needs (e.g., LivingThing ) Representational needs (e.g., eats ) Coverage, completeness (e.g., omnivore ) 28

Back to our Term Definitions

Step 5: Define Terms Base animal categories (noun-y terms) General: 1.Animal = eats some Stuff 2.Mammal = has MammGlands Specific: Cat Dog 3.Cow = eats only Grass 4.Human = Omnivore Ways an animal can be (adjective-y terms) General: Domesticated Wild Dangerous 5.Carnivorous = eats only Meat 6.Omnivorous = eats Meat & Plants 7.Herbivorous = eats only Plants 8.Delicious = tastes good Specific: 9.Pet = lives with Humans 10.Farmed = is eaten/used Discuss: Which of these definitions is really good? I.e., is really a definition?

What about these new terms? eats, lives, tastes =, only, & Stuff Plants, Meat, Domain dependent, but verb-y i.e., of a new kind! Logic-y??? New domain dependent Noun-y terms

Let s try to formalise: towards actionable form! Use Protégé & OWL rather than Word! 32

Underlying OWL Language Class: Cow Annotations: rdfs:comment "eats only Plants", rdfs:comment "Definable", rdfs:comment "SelfStanding" SubClassOf: Mammal OWL has many syntaxes; this is one of them called Manchester Syntax 33

Recall our first knowledge base: Base animal categories (noun-y terms) General: 1.Animal = eats some Stuff 2.Mammal = has MammGlands Specific: Cat Dog 3.Cow = eats only Grass 4.Human = Omnivore Ways an animal can be (adjective-y terms) General: Domesticated Wild Dangerous 5.Carnivorous = eats only Meat 6.Omnivorous = eats Meat & Plants 7.Herbivorous = eats only Plants 8.Delicious = tastes good Specific: 9.Pet = lives with Humans 10.Farmed = is eaten/used Which of these definitions is really good? I.e., is really a definition? 34

Our mini-formalisation in OWL Kind of term Name of term Class: Cow Annotations: rdfs:comment "eats only Plants", rdfs:comment "Definable", rdfs:comment "SelfStanding" SubClassOf: Mammal Comments (Hierarchical) Relation to other term Another named term 35

Meaning? Semantics? Class: Cow Annotations: rdfs:comment "eats only Plants", rdfs:comment "Definable", rdfs:comment "SelfStanding" SubClassOf: Mammal Stands for a set nothing Subsumption: Every Cow is a Mammal More later today! 36

Benefits of this formalisation? Class: Cow Annotations: rdfs:comment "eats only Plants", rdfs:comment "Definable", rdfs:comment "SelfStanding" SubClassOf: Mammal Gives some structure to our set of terms: a hierarchy that we can browse we can retrieve classes we can search for comments 37

Side note: A Computer View Class: Blah Annotations: rdfs:comment b123 623 7y3", rdfs:comment "mch345", rdfs:comment "lkjherhjhhhh" SubClassOf: Foo 38

Better Annotations Class: Cow Annotations: rdfs:comment "eats only Plants", isdefinable True hasgrammaticaltype SelfStanding SubClassOf: Mammal Use good annotation properties For less string-hackery and easier data-entry 39

A Better Definition Class: Cow Annotations: isdefinable True hasgrammaticaltype SelfStanding EquivalentTo: eats only Plant SubClassOf: Mammal But why? we need to learn more about OWL! see next Section! 40