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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Typed Higher-Order Variant of SROIQ - Why Not?</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Martin Homola</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ján Kl'uka</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Vojteˇch Svátek</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Miroslav Vacura</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Comenius University in Bratislava Mlynská dolina</institution>
          ,
          <addr-line>842 48 Bratislava</addr-line>
          ,
          <country country="SK">Slovakia</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>University of Economics</institution>
          ,
          <addr-line>Prague W. Churchill Sq. 4, 130 67 Prague 3</addr-line>
          ,
          <country country="CZ">Czech Republic</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>We provide T H(SROIQ) a typed higher-order extension of SROIQ, that is itself a syntactic variant of SROIQ, i.e., it is polynomially reducible into it. We also discuss modelling scenarios in which such a language is useful.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1 Introduction</title>
      <p>
        Metamodelling, i.e., logical representation of relations (other than subsumption)
involving concepts and roles, including their membership in meta-concepts, has been recently
subject to an increasing number of research proposals [
        <xref ref-type="bibr" rid="ref15 ref16 ref18 ref3 ref4">16,18,15,3,4</xref>
        ]. Di erent
applications are cited, roughly divisible into two categories: (i) modelling of certain complex
domains, e.g., classifying taxonomic biological concepts such as GoldenEagle and
Accipitriformes into higher-order concepts such as Species, Order, etc. [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], or, similarly,
classifying GoldenEagle into EndangeredSpecies [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ]; or, further, modelling the topic
relation, for which values as abstract as whole concepts are sometimes considerable –
a book can be about eagles, hence assigning the concept GoldenEagle as a topic may
sometimes make sense [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ]; and (ii) expressing meta-properties of the modelled
entities themselves, such as deprecation of some concepts by assigning them into the
Deprecated meta-concept, or identification of authors of model entities (concepts, roles)
using the meta-role definedBy [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], or sorting concepts into diagnostic meta-concepts
according to some ontology analysis methodology (e.g., OntoClean [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]) [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ].
      </p>
      <p>
        Metamodelling is not enabled by DL or OWL, however in many ontologies we find
hints that it could be useful. In Fig. 1 (a) we can see a usage of the role
mo:primary_instrument from Music Ontology (MO) [
        <xref ref-type="bibr" rid="ref21">21</xref>
        ]. Nigel Kennedy’s primary instrument is
violin, represented by the individual mo-mit:Violin. This individual in reality represents the
notion of violin as a musical instrument type, hence it’s more a “concept” represented
by an individual. Indeed we would assert ex:Stradivarius_1707 as its instance.
      </p>
      <p>Using classes as property values is not allowed in OWL, hence we need individuals
such as mo-mit:Violin. More examples can be seen in Fig. 1 (b): in MO particular CDs
(i.e., “true” individuals) are assigned as members to their release by frbr:exemplar_of.
A release not just groups individuals released by a publisher at a given time, but also
abstracts their common features (i.e, it is more like a concept in this respect). The release
“concepts” are categorized into several types (singles, albums, etc.), which in MO are
grouped under mo:ReleaseType (i.e, these are already “meta-concepts” in certain sense).</p>
      <p>Note that we do not suggest that the actual modelling of MO is wrong; in fact it
functions well as it is. We are saying that in MO, and in many other Linked Data (LD)
mo:Instrument</p>
      <p>rdf:type
mo-mit:Violin
mo:primary_instrument
ex:NigelKennedy mo: ex:Stradivarius_1707
primary_instrument
(a)
meta meta
concepts</p>
      <p>rdf:type
comnceetapts mo:Release mo:album</p>
      <p>rdf:type mo:release_type
concepts mo:MusicalItem ex:EMI_49557</p>
      <p>rdf:type frbr:exemplar_of
individuals ex:my_CD_0007</p>
      <p>
        mo:ReleaseType
(b)
vocabularies, opportunities for more widespread applications of metamodelling can be
found, if it was enabled in OWL. It could provide for more obvious models, clearer
separation of levels of abstraction, and further logical consequences, as we exemplify it
later on (see Sect. 4). From the logical point of view, metamodelling amounts to
modelling with higher orders. To enable it, DL and OWL have to be extended with such
constructs, as already proposed by a number of researchers [
        <xref ref-type="bibr" rid="ref15 ref3 ref4">15,3,4</xref>
        ]. However, this
extension needs to be done in a way that is useful and intuitive to the users. We suggest
the following properties to be followed:
– Clear separation between individuals, roles, concepts, and meta-entities of various
kinds, in order to avoid confusing models where one entity has multiple rôles.
– Intuitive semantic properties, especially a reasonable relation between intension
and extension of concepts to avoid paradoxical and unexpected consequences.
– Avoiding unreasonable computational complexity jumps.
      </p>
      <p>
        According to our opinion (see further discussion in Sect. 5) none of the existing
approaches yet got thus far. We therefore propose a higher-order extension of SROIQ
[
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] – the DL behind OWL 2 [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ] – in which concepts may be used as individuals
(as property values, assigned into meta-concepts, etc.) but which still keeps a strict
separation between concepts and roles. The logic, dubbed T H (SROIQ), enables also
meta-meta-concepts, and so on, ordered into a hierarchy of higher types. It employs a
HiLog-style semantics [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], already used by RDF [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] and likewise other higher-order DL
proposals [
        <xref ref-type="bibr" rid="ref15 ref3">15,3</xref>
        ]. This semantics fulfils some reasonable properties, as we discuss. We
further show by reduction that T H (SROIQ) is decidable and in fact its computational
complexity is the same as of regular SROIQ. Finally in the second part of the paper
we illustrate some modelling scenarios in which our language can be useful. Proofs are
included in the extended version of the paper [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ].
2
      </p>
    </sec>
    <sec id="sec-2">
      <title>Preliminaries</title>
      <p>
        SROIQ [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] uses a DL vocabulary N = NC ] NR ] NI with countable sets of atomic
concepts (NC), atomic roles (NR), and individuals (NI). Complex concepts (complex
roles) are defined as the smallest sets containing all concepts and roles that can be
inductively constructed using the concept (role) constructors3 in Table 1, where C; D
are concepts, R is an atomic or inverse role, S ; Q are any roles (including role chains),
a; b are individuals, and n is a positive integer. A SROIQ knowledge base (KB) is a
finite set K of axioms of the types shown in Table 1.
      </p>
      <p>
        A DL interpretation is a pair I = h I; Ii where I , ; and I is a function
such that aI 2 I for all a 2 NI, AI I for all A 2 NC, and RI I I
for all R 2 NR. Interpretation of complex concepts and roles is inductively defined
as given in Table 1. An axiom ' is satisfied by I (denoted I j= ') if I satisfies the
respective semantic constraint listed in Table 1, and I is a model of K (denoted I j= K )
if it satisfies all axioms of K . A concept C is satisfiable w.r.t. K if there is a model
of K such that CI , ;. A formula ' is entailed by K (denoted K j= ') if I j= '
for all models I of K . The two reasoning tasks of concept satisfiability and concept
subsumption entailment are inter-reducible [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]. Reasoning in SROIQ is decidable if
further syntactic restrictions are applied [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ], which are based on the following notions.
      </p>
      <p>A role R is simple, if (a) it is atomic and it does not occur on the right-hand side of
any RIA; (b) it is an inverse of a simple role S ; (c) if occurs on the right-hand side of a
RIA but each such RIA is of the from S v R where S is a simple role.</p>
      <p>A regular order on roles is a strict partial order (transitive and irreflexive binary
relation) on roles (including inverse roles) such that S R i S R for any roles S , R.
Given a regular order on roles , a RIA is -regular if it has one of the following forms:
(a) R R v R; (b) R v R; (c) S 1 S n v R and S i R for 1 i n; (d) R S 1 S n v
R and S i R for 1 i n; (e) S 1 S n R v R and S i R for 1 i n.</p>
      <p>Finally, the restrictions placed on SROIQ: (a) only simple roles may appear in
cardinality restrictions; self restriction, and role disjointness axioms; (b) there is a regular
order of roles such that all RIAs in the KB are -regular; (c) the universal role may
not appear in any RIA, role reflexivity, nor disjointness axiom.</p>
      <p>
        Under these restrictions satisfiability (and thus subsumption) is decidable [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] and
it is 2-NExpTime complete [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ].
3 There are additional SROIQ constructors and axioms all of which (including equality) can be
reduced to the core constructs listed in Table 1.
      </p>
      <sec id="sec-2-1">
        <title>Typed Higher-Order SROI Q</title>
        <sec id="sec-2-1-1">
          <title>Syntax</title>
          <p>We introduce T H (SROIQ), the typed higher-order variant of SROIQ. For any
sublanguage L of SROIQ, its typed higher-order variant T H (L) is derived analogously.
The language is constructed over a vocabulary which explicitly distinguishes between
entities of di erent types.</p>
        </sec>
        <sec id="sec-2-1-2">
          <title>Definition 1 (Typed DL Vocabulary). A typed DL vocabulary N is a disjoint union of</title>
          <p>a countable number of countable sets of the form Ut 0 NCt ] Ut&gt;0;u&gt;0 NRtu where for each
t 0, NCt is the set of concept names of order t, and for each t; u &gt; 0, NRtu is the set of
role names between orders t and u. The set NC0 is also called the set of individual names
and denoted by NI. The type of a name X 2 N is either the number t if X is a concept
name of order t, or the pair of numbers tu if X is a role name between orders t and u.</p>
          <p>For clarity of presentation, we introduce the following notation: Symbols of the
form At, Bt, . . . belong to NCt, and specifically, symbols of the form A0, B0, . . . , a, b, . . .
belong to NI. Symbols of the form Rtu, Stu, . . . belong to Ntu. Similarly for longer
symR
bols, e.g., NigelKennedy 2 NC0 , InstrumentType2 2 NC2 and primaryInstrument12 2 NR12.</p>
          <p>Complex concepts and roles are also typed, and can only be combined in ways
allowed in the following definition.</p>
        </sec>
        <sec id="sec-2-1-3">
          <title>Definition 2 (tu-role expression, t-description). The sets of tu-role expressions for</title>
          <p>all t; u &gt; 0 are simultaneously inductively defined as the smallest sets containing the
expressions listed in the upper part of Table 2, where Rtu 2 NRtu, v &gt; 0, Stv is a tu-role
expression and Qvu a vu-role expression respectively. We also define (Rtu ) = Rtu for
any Rtu 2 NRtu.</p>
          <p>The sets of t-descriptions for all t &gt; 0 are simultaneously inductively defined as
the smallest set containing the expressions listed in the middle part of Table 2, where
t; u &gt; 0, At 2 NCt, At 1 2 NCt 1, Ct and Dt are t-descriptions, Cu is an u-description, and
Rtu (Rtt) is an atomic or inverse tu-role (tt-role).</p>
          <p>The typing restrictions are quite straightforward: The inverse of a role swaps its
source and target orders, a role chain connects roles with matching target and source
orders. Only concepts of the same order can be intersected. Restrictions on tu-roles
construct descriptions of order t if target descriptions are of order u (or t = u for the
self restriction). The nominal constructs a singleton t-concept on top of a (t 1)-concept.
Additional concept constructors (t, 8, 6) can be derived from those listed in Table 2
just as in the first-order SROIQ. Note that there is a separate universal role Utu for each
pair of orders t; u &gt; 0, and for each order t &gt; 0, a separate top (bottom) concept &gt;t (?t)
can be introduced as an abbreviation of At t :At (At u :At) using some At 2 NCt.</p>
          <p>Finally, T H (SROIQ) KBs are defined as follows.</p>
          <p>Definition 3 (Knowledge base). A T H (SROIQ) knowledge base K is a finite set of
axioms of the forms listed in the bottom part of Table 2, where t; u &gt; 0, At 1 and Bu 1
are atomic concepts of NCt 1 and NCu 1, respectively, Ct and Dt are t-descriptions, Rtu
and Stu are tu-role expressions, Rtt is a tt-role expressions, and wtu is a tu-role chain.</p>
          <p>We can again see that when an axiom relates two concepts or role expressions, their
types must match exactly. On the other hand, the last three axioms, responsible for
concept and role membership, assign concepts of a lower order to concepts and roles
exactly one order higher. This is a fundamental principle of the type hierarchy (which
also exactly reflected by the nominal constructor as discussed above).</p>
          <p>It turns out that in order to assure decidability of T H (SROIQ) – as we will prove
later on – the same syntactic restriction can be applied as in regular SROIQ: (a) only
simple roles may appear in cardinality restrictions, self restriction, and role disjointness
axioms; (b) all RIAs in the KB are -regular for some regular order of roles ; (c) the
universal role may not appear in RIAs, role reflexivity, nor disjointness axioms. Simple
roles and -regular RIAs are defined exactly as in the previous section.
3.2</p>
        </sec>
        <sec id="sec-2-1-4">
          <title>Semantics</title>
          <p>
            Typed higher-order description logics can be given several semantics, depending on
the intended use. In our previous paper [
            <xref ref-type="bibr" rid="ref9">9</xref>
            ], we have discussed two options: one based
on Henkin’s general models [
            <xref ref-type="bibr" rid="ref8">8</xref>
            ] of the simple theory of types, and another based on
the HiLog semantics [
            <xref ref-type="bibr" rid="ref1">1</xref>
            ] of higher-order logic programming. Both options have been
considered in the DL context before (see Sect. 5). Henkin’s semantics, although more
straightforward, is not suitable for applications discussed below in Sect. 4. This is due
to its extensionality property requiring two concepts to be equal if they have equal sets
of instances. We will thus only consider the HiLog-style semantics in this paper.
          </p>
          <p>HiLog-style interpretations rely on a single domain I. They first assign each name
an element of I serving as the name’s intension, for which we will use the function I.
The intension is then possibly assigned a concept extension (a subset of the domain I)
and a role extension (a subset of I I), for which we will use the function E. We
obtain a typed version of this semantics by partitioning the domain I into disjoint
slices, each dedicated to intensions of members of one type (either a concept type t, or a
role type tu). Domain elements are then assigned extensions as appropriate, i.e., concept
intensions are only assigned concept extensions, role intensions only role extensions.
Definition 4 (HiLog-Style Interpretation). Let N be a typed DL vocabulary. A
HiLogstyle interpretation of N is a triple I = ( I; I; E) such that
1. I = Ut 0 tI ] Ut;u&gt;0 tIu is a disjoint union of countably many sets and 0I , ;,
2. At I 2 tI for each At 2 NCt and t 0,
3. Rtu I 2 tIu for each Rtu 2 NRtu and t; u &gt; 0,
4. cE tI 1 for each c 2 tI and t &gt; 0,
5. rE tI 1 uI 1 for each r 2 tIu and t; u &gt; 0,
and the interpretation of role expressions and complex descriptions is inductively
defined according to, respectively, the upper and middle part of Table 2, where (and
thenceforth), by abuse of notation, we redefine XE := (XI)E for atomic concepts and
atomic roles, and XE := XE for non-atomic ones.</p>
          <p>Definition 5 (HiLog-Style Satisfaction). Given a formula (axiom) ' in T H (L), a
HiLog-style interpretation I = ( I; I; E) satisfies ' (denoted I j= ') under the
conditions specified in the lower part of Table 2.</p>
          <p>Definition 6 (HiLog-Style Model). A HiLog-style interpretation I = ( I; I; E) is a
model of a T H (L) KB K if I j= ' for all ' 2 K .</p>
          <p>
            As remarked by Chen et al. [
            <xref ref-type="bibr" rid="ref1">1</xref>
            ], this way an essentially first-order semantics (free
of higher-order power sets) for a higher-order language is obtained. On the other hand,
we have to be careful to properly distinguish between the two interpretations I and E.
          </p>
          <p>
            As argued in our previous work [
            <xref ref-type="bibr" rid="ref9">9</xref>
            ], two important properties of a semantics for
metamodelling are: Intensional regularity requires that if intensions of two names are
equal (K j= At = Bt), then so are their extensions (K j= At Bt). Extensionality,
found in set theory, is the converse of intensional regularity (if K j= At Bt, then
K j= At = Bt). We have come to conclusion that for metamodelling applications where
higher-order names are intended to represent concepts, intensional regularity is a
desirable property (see also Example 2 in Sect. 4.1), but extensionality may cause
counterintuitive results. The HiLog-style semantics is intensionally regular, but not extensional,
which makes it especially suitable for such applications. Henkin semantics has both
properties, which makes it too strong for metamodelling. (For more details see [
            <xref ref-type="bibr" rid="ref9">9</xref>
            ].)
3.3
          </p>
        </sec>
        <sec id="sec-2-1-5">
          <title>Decidability and Reasoning</title>
          <p>
            We will now demonstrate decidability of decision problems in T H (SROIQ) under the
HiLog-style semantics, and examine their complexity. In our previous work [
            <xref ref-type="bibr" rid="ref9">9</xref>
            ], we have
only obtained decidability for T H (ALCH OIQ). The new results for T H (SROIQ)
are obtained by a reduction directly to first-order SROIQ, which builds on ideas by
Glimm et al. [
            <xref ref-type="bibr" rid="ref4">4</xref>
            ].
          </p>
          <p>The first-order reduction matches the duality of intensions and extensions in the
HiLog-style semantics by representing each concept At for t &gt; 0 with two names. The
concept name At represents the extension. The individual name cAt represents the
intension and replaces At when used as an instance of higher-order concepts or a participant
in higher-order roles. The relationship between the names At and cAt is expressed by a
suitable axiom, which connects exactly the instances of At with cAt via a new instanceOf
role, thus ensuring intensional regularity. Let us now define the reduction in detail.
Definition 7 (First-Order Reduction). Let K be a T H (SROIQ) KB using a
vocabulary N = Ut 0fNCtg ] Ut;u&gt;0fNRtug. The vocabulary is reduced into a DL vocabulary
N1 = (NC; NR; NI) as follows:
NC =
] NCt ]</p>
          <p>]f&gt;tg ; NR = ] NRtu ] finstanceOfg ; NI = NC0 ]
t&gt;0
t&gt;0
t;u&gt;0
]fcAt j At 2 NCtg :
t&gt;0
The names &gt;t, instanceOf, and cAt are fresh, and type indices are parts of these names,
not mere annotations. We call cAt the metamodelling individual for At.</p>
          <p>The first-order reduction of K is a SROIQ KB K 1 over N1, defined as follows:
K 1 = Bound(K ) [ Typing(N) [ InstSync(N), where Typing(N) and InstSync(N) are
defined in Table 3, and Bound(K ) is an extension to sets of the following transformation
of T H (SROIQ) axioms:
1. each occurrence of a t-description C of the form :Dt, 9Utu:Du, or &gt;nUtu:Du for
any n 0, t; u &gt; 0 is replaced by &gt;t u C;
2. each occurrence of Utu is replaced by U;
3. each occurrence of At 2 NCt for t &gt; 0 in a nominal, or in the left-hand side of a
concept assertion, a (negative) role assertion is replaced by cAt .</p>
          <p>The reduction fully captures the HiLog-style semantics, or, more formally:
Theorem 1. For any T H (SROIQ) KB K in a vocabulary N and any T H (SROIQ)
axiom ' in N, we have K j= ' i K 1 j= Bound(').</p>
          <p>The first-order reduction allows for decidability of T H (SROIQ) with the
HiLogstyle semantics in the same complexity class as first-order SROIQ.</p>
          <p>Corollary 1 Concept satisfiability and subsumption in T H (SROIQ) with HiLog
satisfiability are decidable in 2-NExpTime.</p>
          <p>
            Both proofs can be found in the extended version of the paper [
            <xref ref-type="bibr" rid="ref10">10</xref>
            ].
4
4.1
          </p>
        </sec>
      </sec>
      <sec id="sec-2-2">
        <title>Modelling in T H (SROI Q)</title>
        <sec id="sec-2-2-1">
          <title>Basic Metamodelling</title>
          <p>We will remodel the situation from Fig. 1 (a) in T H (SROIQ). Note that we will also
slightly change the notation and omit namespaces for simplicity. We can now use
individuals for musicians and for particular instruments, 1st-order concepts for instrument
types, grouped under the 2nd-order concept InstrumentType2. See Example 1.
Example 1. The fragment in question now looks as follows:</p>
          <p>NigelKennedy : MusicArtist1 Stradivarius_1707 : Violin1 Violin1 : Instrument2
NigelKennedy; Stradivarius_1707: primaryInstrument11</p>
          <p>NigelKennedy; Violin1: primaryInstrumentType12</p>
          <p>Notice that we are now able to assert that Stradivarius_1707 is a Violin1, while in
the original MO this was not possible. We do not yet see any added value in terms
of logical consequence though. Consider that our data set is combined with yet another
one, describing a di erent Nigel Kennedy – a drummer. Assume that we have employed
an entity recognition tool, which unified both individuals because of the same name.
Now, such tools are probably unaware that an artist with two primary instruments of a
very di erent nature is unlikely and should not be unified. However, a slightly modified
version of MO, shown in the next example, allows us to detect this discrepancy.
Example 2. As instrument types are now concepts, we may model subsumption and
disjointness between them properly with GCI axioms. In addition we assert
functionality on the primaryInstrumentType12 property:</p>
          <p>Violin1 v Strings1</p>
          <p>MusicArtist1 v 61primaryInstrumeSntrtTinygpse112v:&gt;:2Percussions1</p>
          <p>Drums1 v Percussions1</p>
          <p>NigelKennedy: MusicArtist1
NigelKennedy; Violin1: primaryInstrumentType12</p>
          <p>NigelKennedy; Drums1: primaryInstrumentType12</p>
          <p>The KB above is consistent, but the concepts Violin1 and Drums1 are both
unsatisfiable: Due to functionality of primaryInstrumentType12, they have the same intension.
Thanks to intensional regularity (cf. Sect. 3.2), this implies they share the same
extension, which must be empty, since their respective superconcepts are mutually disjoint.
That is, the two concepts are inconsistent, an indicator that something went wrong.</p>
          <p>Note that this example especially demonstrates that useful consequences are derived
by metamodelling combined with reasoning about concepts, which is not possible when
concepts are modelled by individuals.
4.2</p>
        </sec>
        <sec id="sec-2-2-2">
          <title>Beyond the Second Order</title>
          <p>
            While our logic can handle concepts of any finite order, only a small number of orders
is typically needed. Pan and Horrocks [
            <xref ref-type="bibr" rid="ref18">18</xref>
            ] already noted that the object level (order 0)
and three additional orders mostly su ce. To see a scenario that goes beyond the second
order, let us consider the musical instrument types in a more complex fashion.
          </p>
          <p>
            While generic notions of instruments, such as Violin or Drums, are 1st-order
concepts, in a typical musical instrument classification, these concepts are further
classified into 2nd-order instrument categories. What is more interesting, several instrument
classifications have been developed. The classical classification sorts instruments into
Woodwind, String, Percussion, and Electronic instruments (and subcatergories).
Hornbostel and Sachs [
            <xref ref-type="bibr" rid="ref11">11</xref>
            ] classification sorts instruments into Idiophones, Membranophones,
Chordophones, Aerophones and Electrophones (with many more subcategories).
However, some modern instruments do not fit in any of these types. The modern
classification [
            <xref ref-type="bibr" rid="ref14">14</xref>
            ] thus extends Hornbostel-Sachs with additional categories. All instrument
categories introduced by classifications are 2nd-order concepts (e.g., Violin is an instance
of both String Instrument and Chordophone).
          </p>
          <p>We can clearly see, that there are at least three di erent classifications. To make
some order in the vast number of categories, we will introduce concepts Classical
Instrument Category, Hornbostel-Sachs Instrument Category, Modern Instrument Category,
etc. (all of order 3). Some interesting ontological relations between these 3rd-order
concepts are apparent: Hornbostel-Sachs Instrument Category is a subconcept of the Modern
Instrument Category, while Modern and Classical Instrument Category are disjoint.</p>
          <p>More examples going up to the 3rd-order are:
– Our analysis of Fig. 1(b) uses three orders of concepts: an individual CD (order 0)
is classified into its respective release (order 1), releases are classified into di erent
types, such as Single, EP, Album (order 2), instances of Release Type (order 3).
– First-order concepts such as Professor, Violinist, Musicologist are rôles assumed by
people, in this case, professional rôles. There are also other kinds of rôles, e.g.,
Supervisor and Apprentice (academic rôles), Father and Mother (family rôles). It makes
sense to introduce 2nd-order concepts Professional Rôle, Academic Rôle, Family
Rôle, which can be all classified into Human Rôle Type (order 3). Note that there
can also be Animal Rôle Type (order 3), instantiated by, e.g., Animal Professional
Rôle (order 2), classifying concepts such as Rescue Dog or Guard Dog (order 1).
– Most cars produced fall under a certain car model, e.g., VW Beetle or Citroën 2CW
which are order 1 concepts, subconcepts of Passenger Car (order 1). The concept
Car Model is of order 2. Car models are commonly classified as Small Family Car,
Sports Car, SUV, . . . (all order 2), which are instances of the Car Model Class
concept (order 3), while the concept Car Model is not its instance.
4.3</p>
        </sec>
        <sec id="sec-2-2-3">
          <title>Ontological Background Models</title>
          <p>
            Modelling of concepts as individuals and similar approximation techniques are
manageable if used consistently in one ontology. However, in ontology integration and
transformation, matching entities modelled at di erent levels of abstraction poses a problem.
We have lately proposed so called PURO background modelling language [
            <xref ref-type="bibr" rid="ref22">22</xref>
            ] that
enables to explicitly mark these levels of abstraction in ontologies by annotation. Consider
one LD dataset that contains records relating artists to individual instruments, such as
Stradivarius_1707, and another dataset relating artists to more abstract instrument types,
such as mo-mit:Violin. When populating the latter with data from the former, we want
to be aware of the di erence, and make the necessary changes. This can be assisted
by creating an ontological background model in which the levels of abstractions (i.e.,
orders) are made explicit. The T H (SROIQ) language may be further useful here, as it
allows, in addition, to represent background models logically, reason about them, and
represent also relations between the related entities at di erent levels of abstraction,
e.g., by asserting all particular violins on one side as instances of the violin concept on
the other side.
Materialization, as introduced by Pirotte at al. [
            <xref ref-type="bibr" rid="ref20">20</xref>
            ], is a relation between a more
abstract class A and a more concrete class C, which is useful in conceptual modelling.
The standard example provided by Pirotte et al. is when A is Car Model and C is Car.
The “result” of materialization is that C is partitioned into a set of mutually disjoint
subclasses (in this case, of particular car models) which group those members of C which
are related to each respective member of A.
          </p>
          <p>Interestingly, Pirotte at al. base their study of materialization on seeing the instances
of A, e.g., car models, as “two-faceted” entities with an object facet and a class facet.
The object facet describes the common features of a given model. The class facet has
individual cars of the model as its instances. In our study, we have considered several
such entities, e.g., music releases, musical instrument types, and also car models. In
T H (SROIQ), they can be modelled as concepts of order t &gt; 0, whose intensions I
correspond to the object facets, and extensions E to the class facets. “Two-facetedness”
of entities is an integral feature of our logic, which thus provides concepts with the
ability to participate in roles and as instances in higher-order concepts.</p>
          <p>This shows that, at least in some cases, materialization manipulates with
higherorder constructs – the class C can often be viewed as one order up from A. Notably, this
is not always the case: Pirotte et al. give, e.g., an example of stories materializing as
plays, which, in turn, materialize as theatrical performances, where all involved classes
are naturally of the first order.</p>
          <p>Finally, while materialization is related to our work in the sense that we propose
a DL language o ering features which can capture some of the constructs involved
(such as two-faceted entities, and the possibility to assert the meta-relation
materializesAs between two classes) Pirotte et al. focus on inheritance of properties along the
materialization relation, which we do not study in the current work. It is also obvious
that our language enables to model relations between classes unrelated to
materialization (modelling the di erent classifications of musical instrument types and relations
between these classifications is a good example of that).
5</p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Related Work</title>
      <p>
        In Table 4 we compare T H (SROIQ) to other similar proposals. Motik [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ] and De
Giacomo et al. [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] proposed higher-order DLs. Both employ HiLog-style semantics,
they are untyped, and with heterogeneous higher-order entities (e.g., a concept may
contain any other entity including itself; same entity can act as individual, concept,
and role). This limits the expressivity of the underlying language (while maintaining
decidability) to ALCH OIQ and SH IQ, respectively. De Giacomo et al. [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] feature
intensions also for complex expressions (roles, concepts).
      </p>
      <p>
        To obtain decidability of T H (SROIQ), we have adapted a reduction originally
proposed by Glimm et al. [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. Their work is not primarily concerned with construction
and properties of a higher-order DL, instead it o ers a way to metamodel higher-order
entities directly in SROIQ. This methodology can be indeed used to capture a number
of our intended applications. The main di erence is that only second-order concepts are
supported, and the approach is not characterized in model-theoretic terms.
Punning
OWL FA
Motik ( -sem.)
De Giacomo et al.
      </p>
      <p>Glimm et al.</p>
      <p>T H (SROIQ)</p>
      <p>
        In OWL 2, punning allows to use the same identifier as an individual and also as
a class [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. The two semantic denotations are completely independent, thus intensional
regularity is violated. Hence punning is not very well suited for metamodelling [
        <xref ref-type="bibr" rid="ref15 ref9">9,15</xref>
        ].
      </p>
      <p>
        Pan et al. proposed RDFS(FA)/OWL FA [
        <xref ref-type="bibr" rid="ref18 ref19">18,19</xref>
        ], a metamodelling architecture for
the Semantic Web. Their approach is interesting as it also clearly separates the higher
orders. This work uses Henkin semantics [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]; we have argued that due to its
extensionality it may be too strong for metamodelling [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. Also, roles connecting di erent orders
are not allowed.
      </p>
      <p>
        Works of Colucci et al. [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] and Szałas [
        <xref ref-type="bibr" rid="ref23">23</xref>
        ] apply second-order DLs to non-standard
and common-sense reasoning tasks, respectively.
6
      </p>
    </sec>
    <sec id="sec-4">
      <title>Conclusions and Future Work</title>
      <p>We have proposed a T H (SROIQ), a higher-order variant of SROIQ, with the
distinctive feature of strictly separated hierarchy of types. Such a variant allows to overcome
the first-order nature of OWL, and there is no additional cost for this, because, as we
have showed, it is polynomially reducible back to regular SROIQ, hence decidable,
and with the same computational complexity (i.e., it is 2-NExpTime complete).</p>
      <p>
        An arbitrary number of orders is probably not needed very often, but as we have
showed, in certain metamodelling scenarios a combination of meta-concepts and
metameta-concepts may be useful. T H (SROIQ) can also be used to directly express PURO
background models [
        <xref ref-type="bibr" rid="ref22">22</xref>
        ] of existing ontologies and LD vocabularies, which is useful for
analysis, debugging and integration purposes.
      </p>
      <p>While the strict separation of types provides for some order, there are also some
cases in which it is limiting, especially in “true” metamodelling, e.g., when
capturing deprecation or authorship of ontology entities, one might want to have just one
Deprecated meta-concept and definedBy meta-role to do this, regardless of the entity
being marked. In the future we want to investigate a further extension of the language
by such “promiscuous” concepts and roles.</p>
      <p>Acknowledgments. This work was supported from the EU ICT FP7 under no. 257943
(LOD2 project), from the Slovak projects VEGA 1/1333/12 and APVV-0513-10.</p>
    </sec>
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          <year>2006</year>
          )
        </mixed-citation>
      </ref>
    </ref-list>
  </back>
</article>