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Introduction              Foundations            Approach                 Implementation             Conclusion




    Improving mathematical knowledge items by acting on
              issue-based community feedback
      2nd Workshop on Scientific Communities of Practice (SCooP), 2008


                Christoph Lange, Tuukka Hastrup, Stéphane Corlosquet

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

               Digital Enterprise Research Institute, National University of Ireland, Galway


                                            June 27, 2008



Lange/Hastrup/Corlosquet (Jacobs U./DERI)       Improving Mathematical Knowledge Items . . .   June 27, 2008   1
Introduction               Foundations                Approach                   Implementation                      Conclusion


  Resource        Edit     Discussion       History

   Issue              Alice              2008–05–30              [Idea][Argument][Agree][Disagree][Decision]

   It’s hard to find out how to improve content (= resources) in semantic wikis
         Agree             Bob                2008–05–31
         Indeed, besides automated approaches it’s hard to get focused feedback from users.
         Idea              Claire             2008–06–01                    [Argument][Agree][Disagree][Decision]

         So let’s make wiki discussions semantic!
                Argument         Dave             2008–06–02                                           [Agree][Disagree]

                We could take types from the DILIGENT argumentation ontology for the posts.
                Argument         Eric             2008–06–03                                           [Agree][Disagree]

                And every discourse should be connected to resources corresponding to the wiki
                page, and there should be domain-specific Idea and Issue subclasses.
                Agree            Anonymous        2008–06–04
                That’s great, then the wiki could assist with the realisation of an approved idea.
                Decision         Christoph        2008–06–05
                So let’s do it! (Available in the latest IkeWiki, domain-specific extension for math-
                ematics in SWiM, IkeWiki’s math edition, is work in progress)

Lange/Hastrup/Corlosquet (Jacobs U./DERI)             Improving Mathematical Knowledge Items . . .             June 27, 2008   2
Introduction             Foundations        Approach                  Implementation             Conclusion



Outline



        Issues with knowledge items: generally and in mathematics
        Issues and discussions in Wikipedia
        Foundations: semantic wikis, argumentation ontologies
        Domain-specific ontology and assistance
        Implementation, Demo
        Communities of Practice
        Outlook




Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008   3
Introduction             Foundations        Approach                  Implementation             Conclusion



Issues with Knowledge Items

Terminology:
        “Issue” = “Problem” = “Bug” (cf. issue tracking systems)
        “Knowledge Item” = a distinctive subject of interest
Typical issues with knowledge items:
        hard to understand
        wrong
        redundant
        too many independent subparts
Setting: community-driven knowledge management
        community members discuss knowledge items, issues, and solutions
        other users want to retrace modelling decisions (collective experience
        of the community)

Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008   4
Introduction              Foundations        Approach                  Implementation             Conclusion



Issue Management in Wikipedia

        no well-defined workflow, no structure for discussions
        community agrees on best practices, makes them official policies for
        the community, issue management done manually
        example: neutrality of an article debated
               1   some author inserts warning message (template) into article
               2   gives justification in a new section on the discussion page (manual
                   editing conventions)
               3   issue and proposed solutions in natural language
               4   possible solution: represent the “other” view better
               5   ad hoc voting, e. g. “yes” and “no” list items
               6   trusted author judges, counts votes, puts solution into practice
               7   documentation: editing comment, possibly referring to discussion page
        works sufficiently in Wikipedia (large community)


Lange/Hastrup/Corlosquet (Jacobs U./DERI)    Improving Mathematical Knowledge Items . . .   June 27, 2008   5
Introduction             Foundations        Approach                  Implementation             Conclusion



Semantic Wikis



Semantic wiki = wiki with semantic web technologies
        more structured knowledge representation
        here: one article = one knowledge item
               most common model, but different from e. g. knowledge wikis
        articles and links typed with terms from ontologies
               (ontology = “shared formalisation of a conceptualisation of a domain”)
        semantic/structured discussions are rare
               so far only known from IkeWiki
               using SIOC ontology (semantically interlinked online communities)




Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008   6
Introduction             Foundations        Approach                  Implementation             Conclusion



Argumentation Ontologies


        rationale: discuss/argue about “wicked problems”, focus towards
        solution
        solutions are “not true–or–false but good–or–bad”
        DILIGENT argumentation ontology: from ontology engineering
               Issues: conceptualise something from the domain
                     reaction: agreement/disagreement
                     or Idea: how to formalise it
                     agreement/disagreement with idea, or detailed argumentation
                     (challenges vs. justification)
                     final Decision: implement an idea for an issue, “resolves into” a
                     knowledge item
        Note: our issues are issues with knowledge items! (Rest is the same)



Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008   7
Introduction              Foundations                Approach                  Implementation                   Conclusion



Math-Specific Argumentation Ontology

                                             Agree           Disagree
 DILIGENT
 argumentation                                                                                        ……
 ontology                                                  subClassOf                  Theorem                 Example

                                                      Position                                  subClassOf
 Domain-specific             positionOn                                   positionOn
 argumentation
 classes (partly shown)                                                                         Math. Know-
                                                 withPositions                                   ledge Item
 OMDoc ontology
                                                                                                        subClassOf
                                                                                                    Ontology
                                                     Decision                                        Entity

                                   onIssue                              onIdea
                                                                                            resolvesInto

                          Issue                                                      Idea
                                                 responseTo
        subClassOf                                                                          subClassOf

   Wrong          Inappropriate    Incomprehensible              Provide          Keep as              Delete
                   for Domain                                    Example        Bad Example



Lange/Hastrup/Corlosquet (Jacobs U./DERI)            Improving Mathematical Knowledge Items . . .        June 27, 2008   8
Introduction             Foundations        Approach                  Implementation             Conclusion



Survey among Domain Experts
Asked 44 people experienced with mathematical knowledge management
(22 answered all questions):
     Previous experience: mostly software libraries (e. g. of proof
     assistants), but also wiki-like knowledge collections
     Common granularities of knowledge: course unit, mathematical
     theory, mathematical statement (e. g. definition, theorem, proof)
     Software support for issue tracking and solving? Hardly.
     Knowledge items affected by issues: definitions, axioms, theorems,
     proofs, examples, notation definitions, theories
     Common issues: wrong, incomprehensible, uncommon style,
     underspecified, redundant, truth uncertain
     Common solutions: directly improve affected knowledge item, split it
     Unresolved issues? Yes, frequent – mostly due to insufficient
     restructuring support
Survey still running: http://tinyurl.com/5qdetd
Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008   9
Introduction             Foundations        Approach                  Implementation            Conclusion



Assist with the Best Solution


What is a legitimate issue?
        no decision taken yet
        no disagreement with issue, or more agreement
What solution wins?
        at least one agreement
        highest agreement/disagreement ratio
        no detailed argumentation (challenges/justifications) so far
Assist with implementation
        system knows most common idea and issue types (survey results)
        hard-coded assistance for common solutions to be implemented



Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008 10
Introduction             Foundations        Approach                  Implementation            Conclusion



Implementation in SWiM
        SWiM: Semantic Wiki for Mathematical Knowledge Management
        IkeWiki + OMDoc + ontology for mathematical knowledge items
        DILIGENT argumentation ontology, math-specific issues and ideas




Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008 11
Introduction             Foundations        Approach                  Implementation            Conclusion



User Interface (1)




Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008 12
Introduction             Foundations        Approach                  Implementation            Conclusion



User Interface (2)




Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008 13
Introduction             Foundations        Approach                  Implementation            Conclusion



User Interface (3)




Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008 14
Introduction                       Foundations                             Approach                  Implementation            Conclusion



Under the Hood: RDF Graph


                                       hasDiscussion
       forum1                                                                      theorem
                                     (IkeWiki ontology)
 has_container                                                                    exemplifies
                              post1: Issue
                          (Incomprehensible)                                       example
                                          responseTo
                has_reply                                       resolvesInto
                              post2: Idea
                           (ProvideExample)
                                     positionOn                                   knowledge
                             post3: Agree                                            items
                                                                               (OMDoc ontology)
                                                                                 on wiki pages
                            post4: Disagree            onIdea


                             post5: Agree                 onIssue
                                   withPositions
                            post6: Decision
                                                   argumentative
physical structure                                    structure
     (SIOC)            discussion page              (DILIGENT)




Lange/Hastrup/Corlosquet (Jacobs U./DERI)                                  Improving Mathematical Knowledge Items . . .   June 27, 2008 15
Introduction             Foundations        Approach                  Implementation            Conclusion



How does it Support Communities of Practice?



        SWiM assumes its user base to be one community of practice
        Wenger “practice as learning”
        (new) community members learn about established practices
               old discourses about the knowledge engineering decisions are recorded
               in a structured way
        community in whole learns
               new issue or idea types? Administrators can adapt the argumentation
               ontology directly in SWiM!




Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008 16
Introduction             Foundations        Approach                  Implementation            Conclusion



Outlook

        Make it more flexible: issues not only tied to knowledge items, but
        issues of general concern (“conceptualise this”, “formalise this”)
        Scale it to the web: SIOC allows for interlinking online communities;
        where else did the same users participate in discussions?
        (working on proper argumentation module for SIOC)
        Test cases for SWiM:
            Flyspeck large-scale proof formalisation (partly from informal
                       A
                      LTEX)
         OpenMath formalisation of mathematical symbols and notations in
                      “content dictionaries”
        Will the 80/20 rule hold? Does the system offer helpful support in
        common situations? How does it cope with wicked problems?


Lange/Hastrup/Corlosquet (Jacobs U./DERI)   Improving Mathematical Knowledge Items . . .   June 27, 2008 17

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Improving mathematical knowledge items by acting on issue-based community feedback

  • 1. Introduction Foundations Approach Implementation Conclusion Improving mathematical knowledge items by acting on issue-based community feedback 2nd Workshop on Scientific Communities of Practice (SCooP), 2008 Christoph Lange, Tuukka Hastrup, Stéphane Corlosquet Jacobs University, Bremen, Germany KWARC – Knowledge Adaptation and Reasoning for Content Digital Enterprise Research Institute, National University of Ireland, Galway June 27, 2008 Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 1
  • 2. Introduction Foundations Approach Implementation Conclusion Resource Edit Discussion History Issue Alice 2008–05–30 [Idea][Argument][Agree][Disagree][Decision] It’s hard to find out how to improve content (= resources) in semantic wikis Agree Bob 2008–05–31 Indeed, besides automated approaches it’s hard to get focused feedback from users. Idea Claire 2008–06–01 [Argument][Agree][Disagree][Decision] So let’s make wiki discussions semantic! Argument Dave 2008–06–02 [Agree][Disagree] We could take types from the DILIGENT argumentation ontology for the posts. Argument Eric 2008–06–03 [Agree][Disagree] And every discourse should be connected to resources corresponding to the wiki page, and there should be domain-specific Idea and Issue subclasses. Agree Anonymous 2008–06–04 That’s great, then the wiki could assist with the realisation of an approved idea. Decision Christoph 2008–06–05 So let’s do it! (Available in the latest IkeWiki, domain-specific extension for math- ematics in SWiM, IkeWiki’s math edition, is work in progress) Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 2
  • 3. Introduction Foundations Approach Implementation Conclusion Outline Issues with knowledge items: generally and in mathematics Issues and discussions in Wikipedia Foundations: semantic wikis, argumentation ontologies Domain-specific ontology and assistance Implementation, Demo Communities of Practice Outlook Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 3
  • 4. Introduction Foundations Approach Implementation Conclusion Issues with Knowledge Items Terminology: “Issue” = “Problem” = “Bug” (cf. issue tracking systems) “Knowledge Item” = a distinctive subject of interest Typical issues with knowledge items: hard to understand wrong redundant too many independent subparts Setting: community-driven knowledge management community members discuss knowledge items, issues, and solutions other users want to retrace modelling decisions (collective experience of the community) Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 4
  • 5. Introduction Foundations Approach Implementation Conclusion Issue Management in Wikipedia no well-defined workflow, no structure for discussions community agrees on best practices, makes them official policies for the community, issue management done manually example: neutrality of an article debated 1 some author inserts warning message (template) into article 2 gives justification in a new section on the discussion page (manual editing conventions) 3 issue and proposed solutions in natural language 4 possible solution: represent the “other” view better 5 ad hoc voting, e. g. “yes” and “no” list items 6 trusted author judges, counts votes, puts solution into practice 7 documentation: editing comment, possibly referring to discussion page works sufficiently in Wikipedia (large community) Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 5
  • 6. Introduction Foundations Approach Implementation Conclusion Semantic Wikis Semantic wiki = wiki with semantic web technologies more structured knowledge representation here: one article = one knowledge item most common model, but different from e. g. knowledge wikis articles and links typed with terms from ontologies (ontology = “shared formalisation of a conceptualisation of a domain”) semantic/structured discussions are rare so far only known from IkeWiki using SIOC ontology (semantically interlinked online communities) Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 6
  • 7. Introduction Foundations Approach Implementation Conclusion Argumentation Ontologies rationale: discuss/argue about “wicked problems”, focus towards solution solutions are “not true–or–false but good–or–bad” DILIGENT argumentation ontology: from ontology engineering Issues: conceptualise something from the domain reaction: agreement/disagreement or Idea: how to formalise it agreement/disagreement with idea, or detailed argumentation (challenges vs. justification) final Decision: implement an idea for an issue, “resolves into” a knowledge item Note: our issues are issues with knowledge items! (Rest is the same) Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 7
  • 8. Introduction Foundations Approach Implementation Conclusion Math-Specific Argumentation Ontology Agree Disagree DILIGENT argumentation …… ontology subClassOf Theorem Example Position subClassOf Domain-specific positionOn positionOn argumentation classes (partly shown) Math. Know- withPositions ledge Item OMDoc ontology subClassOf Ontology Decision Entity onIssue onIdea resolvesInto Issue Idea responseTo subClassOf subClassOf Wrong Inappropriate Incomprehensible Provide Keep as Delete for Domain Example Bad Example Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 8
  • 9. Introduction Foundations Approach Implementation Conclusion Survey among Domain Experts Asked 44 people experienced with mathematical knowledge management (22 answered all questions): Previous experience: mostly software libraries (e. g. of proof assistants), but also wiki-like knowledge collections Common granularities of knowledge: course unit, mathematical theory, mathematical statement (e. g. definition, theorem, proof) Software support for issue tracking and solving? Hardly. Knowledge items affected by issues: definitions, axioms, theorems, proofs, examples, notation definitions, theories Common issues: wrong, incomprehensible, uncommon style, underspecified, redundant, truth uncertain Common solutions: directly improve affected knowledge item, split it Unresolved issues? Yes, frequent – mostly due to insufficient restructuring support Survey still running: http://tinyurl.com/5qdetd Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 9
  • 10. Introduction Foundations Approach Implementation Conclusion Assist with the Best Solution What is a legitimate issue? no decision taken yet no disagreement with issue, or more agreement What solution wins? at least one agreement highest agreement/disagreement ratio no detailed argumentation (challenges/justifications) so far Assist with implementation system knows most common idea and issue types (survey results) hard-coded assistance for common solutions to be implemented Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 10
  • 11. Introduction Foundations Approach Implementation Conclusion Implementation in SWiM SWiM: Semantic Wiki for Mathematical Knowledge Management IkeWiki + OMDoc + ontology for mathematical knowledge items DILIGENT argumentation ontology, math-specific issues and ideas Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 11
  • 12. Introduction Foundations Approach Implementation Conclusion User Interface (1) Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 12
  • 13. Introduction Foundations Approach Implementation Conclusion User Interface (2) Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 13
  • 14. Introduction Foundations Approach Implementation Conclusion User Interface (3) Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 14
  • 15. Introduction Foundations Approach Implementation Conclusion Under the Hood: RDF Graph hasDiscussion forum1 theorem (IkeWiki ontology) has_container exemplifies post1: Issue (Incomprehensible) example responseTo has_reply resolvesInto post2: Idea (ProvideExample) positionOn knowledge post3: Agree items (OMDoc ontology) on wiki pages post4: Disagree onIdea post5: Agree onIssue withPositions post6: Decision argumentative physical structure structure (SIOC) discussion page (DILIGENT) Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 15
  • 16. Introduction Foundations Approach Implementation Conclusion How does it Support Communities of Practice? SWiM assumes its user base to be one community of practice Wenger “practice as learning” (new) community members learn about established practices old discourses about the knowledge engineering decisions are recorded in a structured way community in whole learns new issue or idea types? Administrators can adapt the argumentation ontology directly in SWiM! Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 16
  • 17. Introduction Foundations Approach Implementation Conclusion Outlook Make it more flexible: issues not only tied to knowledge items, but issues of general concern (“conceptualise this”, “formalise this”) Scale it to the web: SIOC allows for interlinking online communities; where else did the same users participate in discussions? (working on proper argumentation module for SIOC) Test cases for SWiM: Flyspeck large-scale proof formalisation (partly from informal A LTEX) OpenMath formalisation of mathematical symbols and notations in “content dictionaries” Will the 80/20 rule hold? Does the system offer helpful support in common situations? How does it cope with wicked problems? Lange/Hastrup/Corlosquet (Jacobs U./DERI) Improving Mathematical Knowledge Items . . . June 27, 2008 17