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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Survey of linked data based exploration systems</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Nicolas Marie</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Fabien Gandon</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Alcatel-Lucent Bell Labs</institution>
          ,
          <addr-line>Nozay</addr-line>
          ,
          <country country="FR">France</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>WIMMICS, INRIA Sophia-Antipolis</institution>
          ,
          <addr-line>Sophia Antipolis</addr-line>
          ,
          <country country="FR">France</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Linked datasets now constitute a valuable background knowledge for supporting exploration and discovery objectives through browsers, recommenders and exploratory search systems in particular. Today there is a need to look at the achievements and tendencies in this rapidly developing eld in order to better orient the future research works. In this paper we propose a survey of such systems from the earliest semantic browsers to more recent and innovative ones.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Introduction
[
        <xref ref-type="bibr" rid="ref19">19</xref>
        ] stressed the need for e cient exploratory search systems (ESS) i.e. systems
optimized for investigation and learning tasks. Linked data [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] and DBpedia [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ]
respectively correspond to an approach for publishing and linking data on the
web and its application to data extracted from Wikipedia3. The semantic search
community [
        <xref ref-type="bibr" rid="ref28">28</xref>
        ] enlightened the possibilities brought by semantics incorporation
in search systems, their capability to support advanced search experiences and to
solve complex information needs. Today major initiatives in the eld of semantic
search emerge from important web players4.
      </p>
      <p>
        The amount and heterogeneity of the contributions in the eld of linked data
based exploration is growing. There is a need to look at the achievements and
tendencies in order to orient the future research works. We propose the following
diagram in order to structure the re ection, see Figure 1. The exploratory search
tasks characteristics on the left are summarized from [
        <xref ref-type="bibr" rid="ref30">30</xref>
        ]. We derived from
these characteristics a list of desired e ects of the systems and linked them to
the widespread features implemented in the existing applications.
      </p>
      <p>
        To the best of our knowledge no previous survey speci cally dedicated to
linked data based exploration and discovery systems exist. We review (1) the
linked data browsers, (2) the linked-data based recommenders, (3) the linked
data based exploratory search systems.
The rst generation of tools designed to explore linked data was semantic browsers.
At their beginning semantic browsers gave a very simple view of the data in
graph form or were strongly inspired by the web pages browsing. More recently
innovative browsing paradigm were proposed. In this section we review textual,
visual, faceted and more singular browsers.
A plethora of semantic text-based browsers exists. We propose a selection of
some of the most cited in the literature to give an idea of the functionalities this
class of browsers proposes. A more complete survey is available in [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. Noadster
[
        <xref ref-type="bibr" rid="ref26">26</xref>
        ] is an early (2005) and generic RDF browser that performs a property-based
clustering on the data. The properties-based clusters are used to structure the
results: frequent properties appear higher in the results-tree. Disco5 (2007) is
a simple server-side browser that render the RDF data in columns of
propertyvalue pairs associated to the currently browsed resource (object) in a table.
Marbles6 (2007) formats the RDF triples using the Fresnel vocabulary 7.
Marbles retrieves additional data about the browsed resources from semantic index,
search and review systems. Colored bubbles (the "marbles") help the users to
identify the sources of provenance of the data retrieved.
5 http://wifo5-03.informatik.uni-mannheim.de/bizer/ng4j/disco/
6 http://wiki.dbpedia.org/Marbles
7 http://www.w3.org/2005/04/fresnel-info/
complete survey the reader may refer to [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. RDF Gravity8 (2004) is a RDF
and OWL visualization tool [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. It o ers ltering, search functionalities and
allows the users to reposition the nodes for better visualization. The resources are
displayed in di erent colors according to their RDF types for a more
comprehensive layout. Tabulator9 (2005) [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] is a generic RDF browser that displays
the data through a tree-view. By clicking the hierarchically displayed trees the
users browse through increasing levels of details. DBpedia Mobile10 (2008) is
a location-aware mobile web application [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. It displays the geolocated DBpedia
resources surrounding the users (or elsewhere) on a map by using geo:lat and
geo:long properties. Filtering and context-aware strategies are used to minimize
the amount of displayed triples. LENA11 (2008) o ers a mechanism to build
Fresnel-based visualization templates using SPARQL queries [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ]. The objective
is to propose speci c views that correspond to users in respect to their interests
and expertise.
2.3
      </p>
    </sec>
    <sec id="sec-2">
      <title>Faceted browsers</title>
      <p>
        A faceted search system "presents users with key-value metadata that is used for
query re nement" [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ]. Each time a constraint (a facet value) is applied the
results are ltered, the available facets and facets' values are updated. Longwell12
(2005) is a web application for browsing and searching large RDF datasets.
Longwell o ers a faceted ltering mechanism. The facets and their values are
heuristically derived from the dataset. These heuristics can be pre-con gured by the
users. MuseumFinland13 (2005) is a faceted semantic browser that was
implemented on the top of a Finnish art-collections RDF knowledge base [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]. Preview
counts showing the amount of results per facets help the users in their
manipulation. mSpace (2005) uses the facets dependencies as a support for browsing
[
        <xref ref-type="bibr" rid="ref31">31</xref>
        ]. The facets are organized horizontally e.g. era, composer, place in the
domain of classical music. The order is not neutral and constitutes a hierarchy
where the left-most column is the top level. The value(s) applied in each facet
constrain(s) the displayed values of the facets on the right. The users can change
the orders of facets, swap, delete and add new ones. /facet (2006) automatically
set up faceted browsing over a heterogeneous linked dataset where manual
congurations are too fastidious or unfeasible [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]. The facets and their hierarchical
dependencies are generated with the help of the ontological knowledge e.g. the
RDFS classes and their associated properties. Such facets generation has the
advantage to be applicable on every linked database. Humboldt (2008) is a
faceted browser that helps the users to explore a local RDF graph [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ]. Contrary
to the majority of semantic web faceted browsers Humboldt proposes facets
corresponding to classes, for example Person appears instead of directed, stars in,
8 http://semweb.salzburgresearch.at/apps/rdf-gravity
9 http://dig.csail.mit.edu/2005/ajar/ajaw/tab
10 http://beckr.org/DBpediaMobile
11 http://isweb.uni-koblenz.de/Research/lena
12 http://simile.mit.edu/wiki/Longwell User Guide
13 http://www.museosuomi. /
was awarded for, etc.. Proposing class-based facets simpli es the interface by
decreasing their amount. More details about the relations are given on demand.
2.4
      </p>
    </sec>
    <sec id="sec-3">
      <title>Others browsing paradigms</title>
      <p>
        The following browsers propose innovative and singular interaction paradigms
implemented over linked data sources. Parallax (2009) aims to overtake the
classic one resource at a time interaction paradigm [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]. The authors of Parallax
introduce the "set-based browsing" paradigm that allows to browse several links
at the same time: from a set of entities to another set of entities e.g. all the US
presidents to their children. Along the exploration the users can apply lters on
the currently displayed data. A browsing history helps the users to edit their
previous interactions. RelFinder14 (2009) is a web application that displays
the paths existing between two resources of interest in a graph form [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. The
path identi cation remains at the instances level and do not traverse rdf:type
properties. Identifying such paths can be very cognitive and time consuming by
manual browsing. gFacet (2010) is a prototype combining graph-based
visualization and faceted ltering techniques [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. The facets are represented in the
form of nodes in a graph, the arcs represent their dependencies (e.g. birthPlace
links the facets Person and Place). When the users select a ltering value in a
facet it recomputes the values in the others facets as well as in the results set.
Visor (2011) is a semantic web browser that implements the "multi-pivoting
browsing" paradigm [
        <xref ref-type="bibr" rid="ref25">25</xref>
        ]. Visor allows multi-directional exploration by following
several properties at a time. The users rst select one or several classes thanks
to a keyword-search functionality. The selected classes and the properties which
connect them are displayed in a graph form. The majority of interactions occurs
at the schema level (e.g. adding, removing classes). The instances are only shown
on demand.
3
      </p>
      <sec id="sec-3-1">
        <title>Recommenders</title>
        <p>
          Several research works have shown the great potential of linked data and
especially DBpedia to compute semantic similarities. Such similarity measures are
mainly used by recommenders. At the beginning domain-constrained approaches
were researched ( rst subsection). More recently more complex recommendations
were investigated (second subsection). The domain-speci c approaches target a
single sub-ensemble of a dataset for which they are optimized e.g. DBpedia
actors, directors and movies and related properties. They can be constrained to a
single type e.g. movies recommendations starting from a movie. Recently Bing,
Google and Yahoo deployed their own entities' recommendation approach. If an
entity is recognized in the users' query these search engines display structured
data about it in a knowledge panel. The Google (2012) and Bing (2013)
methods are unpublished. Yahoo partially revealed the functioning of its SPARK
recommender (2013) which is based on heterogeneous features extraction (e.g.
co-ocurrence, type) and a stochastic gradient boosted decision tree, [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ].
14 http://www.visualdataweb.org/rel nder.php
3.1
        </p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Domain-speci c recommenders</title>
      <p>
        The Linked Data Semantic Distance (LDSD, 2010) is based on direct and
indirect paths counting between a pair of resources [
        <xref ref-type="bibr" rid="ref23">23</xref>
        ]. It was applied on the
music domain for computing similarities between all the Bands and Musical Artists
instances contained in DBpedia. The LDSD results were successfully evaluated
against the LastFM15 recommendations. The DBpedia Ranker (2010)
proposes a similarity measure which is a combination of several weights including
external services (search engine correlations measure with Google, Yahoo, Bing
and Delicous16), one link analysis measure based on the existence of a relation
between the resources (no links, a link in one direction, two links in both
directions) as well as a literal (label) based analysis. It was implemented over DBpedia
resources belonging to the ICT domain. MORE17 (2010) is a DBpedia-based
movie recommender [
        <xref ref-type="bibr" rid="ref21">21</xref>
        ]. It is based on a semantic adaptation of the vector space
model. The more features two resources share the more similar they are. They
can be linked through direct properties (e.g. "subsequentWork"), be the subject
of triples having the same property and object ("starring" "Robert de Niro") or
be the objects of two RDF triples having the same property and subject. The
users can ask explanations about the recommendations by requesting the shared
properties between the queried movie and the results.
3.2
      </p>
    </sec>
    <sec id="sec-5">
      <title>Cross-domains recommenders</title>
      <p>
        The recommenders previously described are focused on a speci c domain and/or
limited to a speci c type of items. This constraint is motivated by performance
and recommendations quality concerns. This can be considered as a severe
limitation in the linked data context. Indeed the richness of the linked data datasets
o ers an unprecedented ground for computing complex similarities metrics.
Fernandez and al. (2011) proposed a framework to compute recommendations in
a de ned domain starting from instances that belong to another domain e.g.
music starting from places [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]. The instances belonging to the 2 domains are
linked in an acyclic graph. This acyclic graph is composed of a set of classes
and properties that are selected by an expert. Finally a weighted traversal
algorithm is performed over this graph to generate the recommendations. The
evaluations showed very encouraging results and con rmed the potential of
DBpedia for cross-domains/types recommendations. [
        <xref ref-type="bibr" rid="ref27">27</xref>
        ] proposed the
hyProximity algorithm (2011), designed to support industrial problem solving. A valuable
approach in open innovation is to identify topics that are lateral to a given
problem in order to nd innovative solution coming from another domain. The goal
of the hyProximity algorithm is to identify hidden and unexpected associations
between industrial topics. A set of DBpedia entities is rst extracted from the
15 www.lastfm.com
16 https://delicious.com/
17 http://apps.facebook.com/new-more/
targeted industrial problem description. Then the hyProximity algorithm
traverses the DBpedia graph and nds laterals topics (and consequently associated
experts) that might propose an innovative solution.
4
      </p>
      <sec id="sec-5-1">
        <title>Linked data based exploratory search systems</title>
        <p>Exploratory search systems are the most advanced systems in the eld of linked
data based exploration. They all propose a variety of functionalities dedicated
to exploration purposes. There are two main currents in the literature in terms
of processing and interaction model. The rst one is to allow the users to
produce views on the graph through rich operators ( rst subsection). The second
approach consists in applying algorithms that leverage the semantics in order to
select and rank a small amount of data that are presented to the users (second
subsection). In the second case the graph is not displayed as it is, computed
meaningful relations (similarity, relatedness) are shown instead.
4.1</p>
      </sec>
    </sec>
    <sec id="sec-6">
      <title>View-based exploratory search systems</title>
      <p>
        Aemoo18 (2012) is an exploratory search system based on Encyclopedic
Knowledge Pattern19 (EKP) [
        <xref ref-type="bibr" rid="ref22">22</xref>
        ]. EKP are knowledge patterns that de ne the typical
classes used to describe entities of a certain class. For instance "airport",
"aircraft", "military con ict" or "weapon" are part of the "aircraft" EKP. They were
built by using a DBpedia graph analysis. Aemoo presents the resource explored
direct neighborhood ltered with its class' EKP in the form of a graph. It also
proposes a "curiosity" function which displays the resource of interest
neighborhood through an inverted EKP ltering. This function aims to reveal surprising
knowledge. Aemoo also provides explanations by showing the cross-references in
Wikipedia pages between the topic of interest and the results. Linked Jazz20
(2013) aims to reveal the network of the social and professional relations within
the American jazz community [
        <xref ref-type="bibr" rid="ref24">24</xref>
        ]. The objective is to capture the relations
semantics in RDF from jazz people interviews' transcripts. The method used
to reach this goal is a combination of automated processing and crowd-sourced
curation. The dataset obtained can be explored through a graph visualization
web application. It gives an overview of the jazz community network and
supports more focused explorations e.g. individual connections, shared connections,
dynamic network creation by manual selections.
4.2
      </p>
    </sec>
    <sec id="sec-7">
      <title>Algorithm-based exploratory search systems</title>
      <p>
        Yovisto21 (2009) is an academic videos search engine that provides a linked data
based exploratory search feature [
        <xref ref-type="bibr" rid="ref29">29</xref>
        ]. The exploratory search feature retrieves
18 http://wit.istc.cnr.it/aemoo
19 http://www.ontologydesignpatterns.org/ekp/
20 http://linkedjazz.org/
21 http://www.yovisto.com/
topics suggestions that are semantically related to the users' query. When the
user enters a query Yovisto retrieves a set of semantically interrelated
suggestions. These suggestions are computed over DBpedia by using a property ranking
process based on a set of heuristics. Semantic Wonder Cloud (SWOC, 2010)22
is based on the DBpedia Ranker [
        <xref ref-type="bibr" rid="ref21">21</xref>
        ]. First the users select a starting topic by
using the DBpedia lookup23 (rapid resource selection by typing). Then SWOC
surrounds it by its 10 most similar concepts in a graph form. SWOC exposes
associations that does not exist in the original dataset. The second system based
on the DBpedia Ranker is Lookup Explore Discover (LED, 2010)24 [
        <xref ref-type="bibr" rid="ref21">21</xref>
        ]. The
users rst enter a topic of interest using a DBpedia lookup. Then LED suggests
semantically similar query-resources that are presented in the form of a tags
cloud. Thanks to them the users can re ne the query and easily explore an
unknown domain. Once the query is composed, LED retrieves an aggregation of
results coming from several major search engines (Google, Yahoo, Bing) as well
as a news feed and a microblogging service. The Seevl25 musical discovery
platform (2012) uses the LDSD measure to retrieve artist recommendations. The
users can also browse through the properties-values associated to an artist in
order to explore and discover other artists e.g. its musical genres, collaborations.
Shared-properties based explanations are available. Discovery Hub26 (2013)
implements a linked data exploration framework based on a semantic-sensitive
traversal algorithm coupled to a live graph sampling technique [
        <xref ref-type="bibr" rid="ref20">20</xref>
        ]. Discovery
Hub o ers faceted browsing and multiple results explanations features. Several
advanced query modes are supported by the framework including the speci
cation of facets of interest and disinterest about the topic explored and the injection
of randomness during the data processing to retrieve more surprising results.
inWalk27 (2014) is a web application for high level linked data exploration [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. It
allows the users to interact with a graph of clusters named inCloud. An inCloud
is a set of linked data based clusters, computed according to a manually declared
list of properties. The clusters are related each others by a semantic proximity
link. The current inWalk web application is implemented on a Freebase subset
related to athletes and celebrities. InWalk aims to give an high-level overview
on a domain and to ease its appropriation by the users.
5
      </p>
      <sec id="sec-7-1">
        <title>Discussion</title>
        <p>5.1</p>
      </sec>
    </sec>
    <sec id="sec-8">
      <title>Evolution over time</title>
      <p>The Figure 2 shows the evolution of the research in terms of linked data based
exploration systems. During the rst development phase of the semantic
22 http://sisin ab.poliba.it/semantic-wonder-cloud/index/
23 http://wiki.dbpedia.org/Lookup
24 http://sisin ab.poliba.it/led/
25 http://play.seevl.fm/
26 http://discoveryhub.co
27 http://islab.di.unimi.it/inwalk
web (2001 - 2007) several types of browsing paradigms were
investigated. Text-based browsers inspired by the classic web browsing experience
appeared. In their simplest form they allowed to navigate one
resource-at-atime using resources outgoing relations. During this period visual (graph) and
faceted browsers were also investigated. The small size and the relative
homogeneity of the available datasets were favorable to such approaches. In 2007
the Linked Open Data initiative renewed the research. The quality, size
and coverage of generic datasets like DBpedia and Freebase opened the door
to innovative processing and interactions models. New browsing paradigms like
set-based, multi-pivoting and hierarchical faceting ones were investigated. An
important shift in the research started with new forms of linked data
based algorithms. The objective was to compute and expose computed links
instead of showing the graph as it is. Such algorithms leverage the semantics to
select and rank a small amount of data that are then explored by the users. In a
rst time the computation of linked data based recommendations brought very
encouraging results. The similarity computation was domain-constrained at the
beginning (MORE, LDSD, DBpedia Ranker). Then cross-domain (Fernandez
and al.) and lateral (hyProximity) approaches were researched. Some of these
recommenders constituted the basis of linked data based exploratory
search search systems. The DBpedia Ranker was notably integrated in SWOC
and LED. Later the LDSD measure was implemented for computing the Seevl
recommendations. Several from-scratch exploratory search system, associated
data processing and interactions models were developed. Recently (2012 - 2013)
the 3 major search engines deployed their entity-recommendation solutions,
conrming the potential of such approaches for mainstream services.
The table 3 gives an overview of the most advanced systems for exploration
and discovery on linked data i.e. innovative semantic browsers, recommender
systems and exploratory search systems. As the human factor is crucial for
exploration tasks we only considered the systems having a user interface in this</p>
    </sec>
    <sec id="sec-9">
      <title>The system provides e cient overviews: The majority of systems do</title>
      <p>not implement speci c over-viewing features. Some layout like the Discovery Hub
(pictures board) or Linked jazz ones (whole graph visualization) are helpful but
not su cient. Several applications are speci cally built to favor the
understanding of the data space by adopting a schema rst, instances second design (Visor,
InWalk). However these approaches might be confusing for the lay users. In
order to mitigating this problem we see an opportunity in exposing both schema
and instances information at the same time in order to obtain a good tradeo
between information richness and intuitiveness.</p>
      <p>The system helps the user to understand the information space and
to shape his mental model: faceted interfaces, used by 5 systems out of 14,
constitute a powerful approach for understanding the domain explored as they
expose explicitly its important dimensions. At the same time 6 out of 14 systems
propose results explanations features which are crucial components to rise the
information space understanding. There is an opportunity in investigating new
forms of faceted interfaces and explanations e.g. personalized ones which put the
information space in perspectives with resources already known by the users.</p>
    </sec>
    <sec id="sec-10">
      <title>The user explores multiple, heterogeneous results and browsing</title>
      <p>paths: concerning the results heterogeneity several systems have shown that it
is possible to propose linked data exploratory search systems without targeting a
speci c type or domain (e.g. Aemoo, Discovery Hub). It is noticeable that 7 out
of 14 systems propose in-session memory feature (also known as breadcrumbs).
Such features allow the users to easily come back to a previous state. They
considerably lower the perceived cost of browsing and consequently encourage
the exploration. We see an opportunity in setting up rich interfaces to reduce
even more the perceived cost of browsing.</p>
      <p>The system eases the memorization of relevant results: in-session
memory features avoid the users to memorize their sequences of browsing, freeing
their cognitive resources that can be used for more valuable exploratory sub-tasks
e.g. results analysis and comparison. There is a need to develop account-related
memory features that can support knowledge acquisition for long-lasting
interest. Collaborative approaches (gathering several points of view) and advanced
knowledge organization (e.g. mind maps) are relevant axes of development for
such functionalities.</p>
      <p>The system inspires the user and shapes his information need: there
are only two systems which propose query suggestions: LED and Yovisto. To
overtake the actual limitation there is a need to propose a query model that
is more exible, expressive and that can open the door to ner assistance in
the composition e.g. declaring that some characteristics of an input-resource are
important. Today the query-unit remains at resource level. There is a need to
propose alternative to this monolithic approach for more precise query
expressiveness and corresponding assistance.</p>
      <p>The system provokes discoveries: by nature all the tools listed in this
review provoke discoveries at some point. In this ensemble, two systems go one
step further by implementing dedicated strategies to expose unexpected
knowledge. Aemoo proposes a curiosity functionality inverting its habitual view on
data. The framework implemented by Discovery Hub can inject randomness in
its processing to retrieve unusual results. We see an opportunity in
personalized discovery approaches using pro les. It seems relevant to adapt the level of
evidence/surprise of the results according to the users' prior state of knowledge.
6</p>
      <sec id="sec-10-1">
        <title>Conclusion</title>
        <p>In this paper we reviewed the systems designed for linked data exploration. The
earliest approaches were inspired by the classic web browsing experience. Visual
and faceted browsers over datasets having a limited size were also common.
The LOD initiative and the appearance of DBpedia in particular o ered new
possibilities and challenges in terms of data processing and interactions for linked
data based exploration and discovery. Innovative approaches were researched
from recommenders to exploratory search systems. Last but not least the users
are increasingly familiar with structured data in search through the major search
engines. In our opinion the massive use of linked data based exploratory search
functionalities and systems will constitute a decisive improvement for the future
of web search experience and its outcomes.</p>
      </sec>
    </sec>
  </body>
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