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From Taxonomies to Ontologies
Christine Connors
Among other things: librarian, information scientist, semantic web advocate and
Founder, TriviumRLG LLC
November 4, 2009


Developing Ontologies, Part Of The Earley & Associates Call Series
The Continuum
We are building more complex and powerful data architectures; all types are available
for use on the semantic web
Ontology


                                                       Thesaurus

                                            Taxonomy
 Power




                             Synonym Ring


                      List

         Folksonomy



                                       Complexity


The Continuum
We are building more complex and powerful data architectures; all types are available
for use on the semantic web
The Continuum
                                                                                    Thesaurus
                                                                                 Ambiguity Control
   Folksonomy                        Synonym Ring                                 Synonym Control
                                                                             Hierarchical Relationships
   Personalized Labels                   Synonym                              Associative Relationships
                                          Control                                    Scope Note
                                       (Equivalency)                         (BT, NT, RT, USE, SeeAlso)

    Less                                        Complexity                                                       More

                                                           Taxonomy                                       Ontology
                          List                            Ambiguity Control                            Ambiguity Control
                         Ambiguity                         Synonym Control                              Synonym Control
                          Control                      Hierarchical Relationships                   Hierarchical Relationships
                                                               (BT, NT)                             Associative Relationships
                                                                                                             Classes
                                                                                                            Properties
                                                                                                           Localization
                                                                                                           Annotation
                                                                                                            Reasoning
                                                                                                             “NOT”




Inspired by NISO
   Z39.19-2005
Terminology

✤   Ontology ~ Given a knowledge domain and scope, the encoding of its concepts, their
    properties, and the relationships among them.

✤   Serialization ~ How the ontology is encoded for machine use and transmission. Use what
    works for your project: RDF/XML, JSON, N-Triples, whatever!

✤   Triple ~ The basic building block of an ontology; Subject-Predicate-Object.

✤   Graph ~ A visualization of the linked triples.

✤   URI ~ Uniform Resource Indicator, a web-based identifier more generic than the URL.

✤   Namespace ~ A collection of URIs from an authoritative source that share a common identifier.

✤   Qname ~ A shortcut; an abbreviation of the shared namespace identifier, followed by a colon
    and a concept name. e.g. dc:creator represents the “creator” element in the Dublin Core
    schema. “dc” is defined in the ontology as “http://purl.org/dc/terms/”
Capabilities

✤   Properties

    ✤   Transitive

    ✤   Symmetrical

    ✤   Functional

    ✤   Inverse Functional

✤   Inferencing
NT
                             England
          Britain      BT
                            NT
          NT    BT
                            BT    Wales
             Great
             Britain        NT
   NT
                            BT   Scotland
        BT


 United        NT    Northern
Kingdom        BT     Ireland
NT
                                                                        England
                                                  Britain         BT
             God and my right
                                                                       NT
                                                  NT     BT
                                                                       BT    Wales
                                 motto                Great
                                                      Britain          NT
                                           NT
                                                                       BT   Scotland
                                                 BT

                           flag
                                      United           NT     Northern
God Save the Queen anthem            Kingdom           BT      Ireland

                           official
        English          language
                                                            capital
                                      currency
                  legislature                               London

                                         pound sterling
               Parliament
Transitivity
✤   In a simple hierarchical system (e.g. taxonomy) you have Broader Than/Narrower Than

✤   United Kingdom

    ✤   Great Britain

        ✤   Scotland



✤   In an ontology, we can define a Transitive Property (e.g. owl:TransitiveProperty) to cause:

    ✤   Scotland is a subclass of Great Britain

    ✤   Great Britain is a subclass of United Kingdom

    ✤   Therefore, Scotland is a subclass of United Kingdom
Symmetry

✤   Sometimes we want to explicitly state that a relationship is bi-
    directional.

    ✤   e.g. “spouse” or “sibling”


                         Jack                     Jill
                                     spouse

✤   See Also and Use/Used For conventions are not as complete or as
    efficient as a SymmetricProperty.
Functional and Inverse
Functional Properties

✤   It can be useful to indicate if a concept can have only ONE value for a
    specific attribute.

    ✤   e.g. a ‘person’ can be EITHER ‘male’ or ‘female’ and not both

✤   It can also be useful to indicate that a value can only be applied to
    ONE concept.

    ✤   e.g. a ‘unique employee id’ can only be assigned to ONE ‘staff
        member’
Inferencing

✤   It is not necessary in a well-modeled ontology to explicitly encode
    every possible triple, many can be inferred.

    ✤   s: father      p: gender    o: male

    ✤   s: father      p: typeOf    o: parentalRole

    ✤   s: John       p: parentalRole   o: father

    ✤   Therefore

        ✤   s: John     p: gender    o: male
Things to Remember

✤   Governance ~ even more important due to ontologies being more
    complex

    ✤   BUT you also have better tools to test: SPARQL, inferencing engines &
        reasoners

✤   Open-world vs. closed-world assumption

    ✤   Close it if you must!

✤   Curate the content, not the container

    ✤   This is more than a descriptive, bibliographic form; you can model the
        knowledge, not just the pointers to it
There is no “right way.”
There are best practices.

Image by playful.geometer
Developing an Ontology
Wednesday November 4th, 1:00 PM ET
Taxonomy Community of Practice Call Series, presented by
Earley & Associates
http://www.earley.com




Thank you
CJMConnors@triviumrlg.com
Nick: CJMConnors at Twitter, Slideshare, LinkedIn, Identi.ca et al
TriviumRLG.com

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From Taxonomies to Ontologies

  • 1. From Taxonomies to Ontologies Christine Connors Among other things: librarian, information scientist, semantic web advocate and Founder, TriviumRLG LLC November 4, 2009 Developing Ontologies, Part Of The Earley & Associates Call Series
  • 2. The Continuum We are building more complex and powerful data architectures; all types are available for use on the semantic web
  • 3. Ontology Thesaurus Taxonomy Power Synonym Ring List Folksonomy Complexity The Continuum We are building more complex and powerful data architectures; all types are available for use on the semantic web
  • 4. The Continuum Thesaurus Ambiguity Control Folksonomy Synonym Ring Synonym Control Hierarchical Relationships Personalized Labels Synonym Associative Relationships Control Scope Note (Equivalency) (BT, NT, RT, USE, SeeAlso) Less Complexity More Taxonomy Ontology List Ambiguity Control Ambiguity Control Ambiguity Synonym Control Synonym Control Control Hierarchical Relationships Hierarchical Relationships (BT, NT) Associative Relationships Classes Properties Localization Annotation Reasoning “NOT” Inspired by NISO Z39.19-2005
  • 5. Terminology ✤ Ontology ~ Given a knowledge domain and scope, the encoding of its concepts, their properties, and the relationships among them. ✤ Serialization ~ How the ontology is encoded for machine use and transmission. Use what works for your project: RDF/XML, JSON, N-Triples, whatever! ✤ Triple ~ The basic building block of an ontology; Subject-Predicate-Object. ✤ Graph ~ A visualization of the linked triples. ✤ URI ~ Uniform Resource Indicator, a web-based identifier more generic than the URL. ✤ Namespace ~ A collection of URIs from an authoritative source that share a common identifier. ✤ Qname ~ A shortcut; an abbreviation of the shared namespace identifier, followed by a colon and a concept name. e.g. dc:creator represents the “creator” element in the Dublin Core schema. “dc” is defined in the ontology as “http://purl.org/dc/terms/”
  • 6. Capabilities ✤ Properties ✤ Transitive ✤ Symmetrical ✤ Functional ✤ Inverse Functional ✤ Inferencing
  • 7. NT England Britain BT NT NT BT BT Wales Great Britain NT NT BT Scotland BT United NT Northern Kingdom BT Ireland
  • 8. NT England Britain BT God and my right NT NT BT BT Wales motto Great Britain NT NT BT Scotland BT flag United NT Northern God Save the Queen anthem Kingdom BT Ireland official English language capital currency legislature London pound sterling Parliament
  • 9. Transitivity ✤ In a simple hierarchical system (e.g. taxonomy) you have Broader Than/Narrower Than ✤ United Kingdom ✤ Great Britain ✤ Scotland ✤ In an ontology, we can define a Transitive Property (e.g. owl:TransitiveProperty) to cause: ✤ Scotland is a subclass of Great Britain ✤ Great Britain is a subclass of United Kingdom ✤ Therefore, Scotland is a subclass of United Kingdom
  • 10. Symmetry ✤ Sometimes we want to explicitly state that a relationship is bi- directional. ✤ e.g. “spouse” or “sibling” Jack Jill spouse ✤ See Also and Use/Used For conventions are not as complete or as efficient as a SymmetricProperty.
  • 11. Functional and Inverse Functional Properties ✤ It can be useful to indicate if a concept can have only ONE value for a specific attribute. ✤ e.g. a ‘person’ can be EITHER ‘male’ or ‘female’ and not both ✤ It can also be useful to indicate that a value can only be applied to ONE concept. ✤ e.g. a ‘unique employee id’ can only be assigned to ONE ‘staff member’
  • 12. Inferencing ✤ It is not necessary in a well-modeled ontology to explicitly encode every possible triple, many can be inferred. ✤ s: father p: gender o: male ✤ s: father p: typeOf o: parentalRole ✤ s: John p: parentalRole o: father ✤ Therefore ✤ s: John p: gender o: male
  • 13. Things to Remember ✤ Governance ~ even more important due to ontologies being more complex ✤ BUT you also have better tools to test: SPARQL, inferencing engines & reasoners ✤ Open-world vs. closed-world assumption ✤ Close it if you must! ✤ Curate the content, not the container ✤ This is more than a descriptive, bibliographic form; you can model the knowledge, not just the pointers to it
  • 14. There is no “right way.” There are best practices. Image by playful.geometer
  • 15. Developing an Ontology Wednesday November 4th, 1:00 PM ET Taxonomy Community of Practice Call Series, presented by Earley & Associates http://www.earley.com Thank you CJMConnors@triviumrlg.com Nick: CJMConnors at Twitter, Slideshare, LinkedIn, Identi.ca et al TriviumRLG.com

Notas del editor

  1. Rather than define these here, I’m going to show you some examples. These are some examples you are likely to encounter early on - but are not ALL of the available tools. The most important thing to remember is to take baby-steps. Don’t try to read all of the standards and expect to know how to use them right away! You’ll likely drive yourself mad - it’s a lot to learn, and some things are very different from database and other programming methodologies. Learn each of these things as you encounter a use case for them! And get a good book or two.
  2. This is still the tip of the iceberg!
  3. Why would you want to do this? So that Scotland can inherit properties of its super-classes.
  4. If ‘Jack’ “spouse” ‘Jill’ then ‘Jill’ “spouse” ‘Jack’
  5. You may wonder about the problem of syllogisms, but that is why careful modeling and testing is needed.
  6. Most of what you already know about defining schema and building taxonomies applies to ontology creation as well: know your use case, define your requirements, understand your knowledge domain and the scope of detail you want. Look for existing ontologies to use or buy. Put small pieces together to form your overall model. Make use of subject matter experts, data modeling experts, and keep your core team small.