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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>On the cognitive and logical role of image schemas in computational conceptual blending</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Maria Hedblom</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Oliver Kutz</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Fabian Neuhaus</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Institute of Knowledge and Language Engineering Otto-von-Guericke University of Magdeburg</institution>
          ,
          <country country="DE">Germany</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>In cognitive science, image schemas are identified as the fundamental patterns for the cognition of objects, which are perceived, conceptualised and manipulated in space and time. In this paper, we discuss a role for image schemas in computational concept creation. We propose to build a library of formalised image schemas, and illustrate how they can guide the search for a base space in the concept invention workflow.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>
        The notion that human cognition should guide the advancement of AI is as old as
computer science itself [
        <xref ref-type="bibr" rid="ref35 ref39">35, 39</xref>
        ]. In this paper we apply this idea to computational
creativity, in particular to computational concept invention.
      </p>
      <p>
        In cognitive science, image schemas are identified as the fundamental
patterns for the cognition of objects, which are perceived, conceptualised and
manipulated in space and time [
        <xref ref-type="bibr" rid="ref25">25</xref>
        ]. Further, conceptual blending is considered as
the cognitive engine for generating novel concepts [
        <xref ref-type="bibr" rid="ref36">36</xref>
        ]. In this paper we
investigate how these two theories can be utilised in the context of computational
concept invention and creativity [
        <xref ref-type="bibr" rid="ref17 ref34">34, 17</xref>
        ].
      </p>
      <p>
        Within the European FP7 project COINVENT [
        <xref ref-type="bibr" rid="ref34">34</xref>
        ], a major e↵ort is
currently underway trying to fill the gap between the solid evidence from cognitive
psychology and linguistics for the importance of the ideas of conceptual
blending and image schema, and the lack of a computational and formal theory. The
computational realisation of conceptual blending here is grounded on the basic
formalisation ideas of Joseph Goguen [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. In this paper, we address a particular
piece of the puzzle to put together the various components of such a concept
invention platform, namely to study the cognitive and logical role of image schema
in concept invention.
      </p>
      <p>The paper is structured as follows: first we introduce the notion of image
schema and the basics of conceptual blending theory. This is followed by a
discussion on how conceptual blending can be computationally modelled and
implemented. As we will see, one critical step in the computational model for
blending is the identification of shared structure across di↵erent domains. This
is where image schemas can play a critical role to reduce the potential search
space. We finish the paper with an extended example and a discussion of future
work.</p>
    </sec>
    <sec id="sec-2">
      <title>Image schema</title>
      <p>
        Embodied theories of cognition [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] emphasise bodily experiences as the prime
source for concept formation about of the world. Based on this view, the theory
of image schemas suggests the perceptive spatial relationships between objects
to constitute the foundation of our conceptual world. Typical examples of image
schemas are Support1, Containment, Link, and Source Path Goal.
      </p>
      <p>
        Both embodied theories and the image schema theory have support from
both neuroscience [
        <xref ref-type="bibr" rid="ref32">32</xref>
        ], developmental psychology [
        <xref ref-type="bibr" rid="ref23">23</xref>
        ], and linguistic research in
which image schemas can be observed in language development [
        <xref ref-type="bibr" rid="ref22">22</xref>
        ] and in the
use of metaphoric information transfer and abstract thought [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ].
      </p>
      <p>
        As research on image schema is performed in several disciplines there is some
incoherence on the terminology surrounding image schema, and the relationship
between socio-cultural aspects and the neurobiology of embodied cognition is
heavily disputed [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. In order to proceed with our findings we follow the definition
introduced by Mark Johnson [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ], one of the founding theorists:
An image schema is a recurring, dynamic pattern of our perceptual
interactions and motor programs that gives coherence and structure to our
experience. [p. xiv]
      </p>
      <p>
        We follow Johnson’s footsteps and the further specialisations made by Kuhn
[
        <xref ref-type="bibr" rid="ref15">15</xref>
        ] according to which image schemas are pre-linguistic structures of object
relations in time and space.2
      </p>
      <p>
        We also take into account the attempt of a hierarchical structuring of these
phenomena as recently presented by Mandler and Pag´an C´anovas [
        <xref ref-type="bibr" rid="ref25">25</xref>
        ] in which
image schemas are explained as “simple spatial stories” using certain spatial
primitives. We therefore build our approach from the view that image schemas
are the abstract cognitive patterns that are obtained after repeated perceptual
experience.
      </p>
      <p>As an infant experiences similar perceptual events repeatedly – e.g., plates
and other objects being placed on a table – an image schema is learnt based
on this particular stimulation. This image schema represents the relationships
between the objects in the event; in the mentioned example the image schema
of Support is learnt.</p>
      <p>
        Another basic example of an image schema is the notion of Containment.
This involves the understanding that an object can be within a border, or inside
a container, including the events of entering and exiting. The Containment
schema is one of the most investigated image schemas [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] as it is one of the very
first to be developed [
        <xref ref-type="bibr" rid="ref23">23</xref>
        ]. Perhaps unsurprisingly, this results in a complex
relationship between spatial situations, learnt spatial concepts, and a corresponding
use of natural language. Bennett and Cialone [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], in this connection, distinguish
eight di↵erent spatial relationships and their mappings to natural language
constructs, illustrated in Figure 1.
      </p>
      <sec id="sec-2-1">
        <title>1 All image schema concepts are printed in upper case letters.</title>
        <p>
          2 In particular, in [
          <xref ref-type="bibr" rid="ref15">15</xref>
          ] image schemas are hypothesised to capture the needed
abstractions to model a↵ordances related to spatio-temporal processes.
        </p>
        <p>
          When an image schema has formed, it can be generalised upon and can be
transferred through analogical reasoning into other domains with similar
characteristics in which the relationship is not yet known [
          <xref ref-type="bibr" rid="ref23">23</xref>
          ].
        </p>
        <p>
          Following the cognitive development of the image schema of Containment,
it would seem that it is the movement in and out of containers that inspires the
learning of this particular structure [
          <xref ref-type="bibr" rid="ref24">24</xref>
          ]. One explanation may be that moving
objects hold an increased perceptual value and that the surprise of objects
disappearing in a container might trigger the mind to fast build theories in order
to explain the feeling of surprise.
        </p>
        <p>
          It is thought that image schemas develop systematically from perception and
become more fine-tuned as the child is exposed to more experience of the same,
or similar, relations. Mandler and Pag´an C´anovas [
          <xref ref-type="bibr" rid="ref25">25</xref>
          ] made a hierarchical
division of the umbrella term image schema into spatial primitives, image schemas
and conceptual integrations. This follows the psychological research on the
development of pre-linguistic concept formation. Spatial primitives are defined as
the basic spatial relationships such as Path and Link. Image schemas are the
spatial stories that can be built from these spatial primitives, and conceptual
integrations are combinations of either spatial primitives or image schemas
combined with non-spatial elements such as emotion or force. This is particularly
interesting for research attempting to combine image schemas with conceptual
blending, discussed below in more detail. It suggests that the operation of
conceptual blending is already part of the most fundamental conceptualisation: the
formation of complex image schemas.
        </p>
        <p>A core idea is that image schemas provide a ‘cognitive benefit’ in information
transfer. That is, an image schema structure may be used as a shortcut utilised
in an analogical transfer from the spatial domain of the image schema to more
abstract concepts, including concepts involving force, time and emotions. Traces
of this can often be viewed in how language is used to explain concepts such as
a↵ection; we say that we are in love using the Containment schema, marriage
can be explained with a Link combined with a temporal Path, and much of our
metaphorical language is based on sensory-motor experiences.</p>
        <p>
          The basic conceptual structures that image schemas provide for language
acquisition and cognitive development are not only an important topic in
spatial semantics and developmental psychology. A formalisation of image schemas
could become a valuable asset and powerful tool for computational concept
generation, as has been stressed by [
          <xref ref-type="bibr" rid="ref14 ref17 ref26 ref6">14, 26, 6, 17</xref>
          ]. A more systematic formalisation
of image schemas could be used to aid computational creativity by supporting
the generation of novel concepts following the conceptual blending approach, as
outlined in more detail below.
3
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Conceptual blending</title>
      <p>
        The theory of Conceptual Blending was introduced during the 1990s as the
cognitive machinery that helps us generate novel concepts, cf. e.g. Fauconnier
and Turner’s [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. The theory has strong support from the cognitive psychology
and linguistics domains [
        <xref ref-type="bibr" rid="ref13 ref40 ref8">13, 8, 40</xref>
        ] as well as in more computational areas [
        <xref ref-type="bibr" rid="ref38">38</xref>
        ]
in which conceptual blending often is used to explain creativity and approach
concept generation.
      </p>
      <p>A central idea in conceptual blending theory is that the generation of novel
concepts may happen via the combination of already existing ideas and
knowledge. It is furthermore suggested that such novel concepts are selective and
‘compressed’ combinations, or blends, of previously formed concepts. This cognitive
process is thought to happen as two, or more, input domains (or information
sources) are combined into a new domain, the blended domain, see figure 2. The
blend here inherits some of the attributes and relationships from the source
domains and at the same time the unique mix allows the blends to have emergent
properties that are unique to each particular blend.</p>
      <p>
        Veale [
        <xref ref-type="bibr" rid="ref38">38</xref>
        ] captures the nature of conceptual blending as follows:
”...conceptual blending combines the smoothness of metaphor with the
structural complexity and organizing power of analogy. We can think of
blending as a cognitive operation in which conceptual ingredients do not
flow in a single direction, but are thoroughly stirred together, to create
a new structure with its own emergent meanings.” (p. 1)
      </p>
      <p>
        As Veale points out, conceptual blending di↵ers from analogical transfer in
the following way: in analogical transfer information flows from a source domain
to a target domain. In contrast, in conceptual blending knowledge is transferred
from two source domains to a third, newly created blended space. However,
similarly to the search for common structure in the source and target domain in
analogy, conceptual blending looks for structural pattern that can be found in
both of the input domains; these shared structural patterns – the so-called base,
or generic space – are identified and provide the core for the blended conceptual
space.
Goguen defines an approach that he terms algebraic semiotics in which certain
structural aspects of semiotic systems are logically formalised in terms of
algebraic theories, sign systems, and their mappings in [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ].
      </p>
      <p>
        In [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] algebraic semiotics has been applied to user interface design and
conceptual blending. Algebraic semiotics does not claim to provide a comprehensive
formal theory of blending – indeed, Goguen and Harrell admit that many
aspects of blending, in particular concerning the meaning of the involved notions,
as well as the optimality principles for blending, cannot be captured formally.
However, the structural aspects can be formalised and provide insights into the
space of possible blends. The formalisation of these blends can be formulated
using languages from the area of algebraic specification, e.g. OBJ3 [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ].
      </p>
      <p>
        In [
        <xref ref-type="bibr" rid="ref10 ref18 ref20">10, 18, 20</xref>
        ], we have presented an approach to computational conceptual
blending, which is in the tradition of Goguen’s proposal. In these earlier papers,
we suggested to represent the input spaces as ontologies (e.g., in the OWL Web
Ontology Language3). The structure that is shared across the input spaces is also
represented as an ontology, which is linked by mappings to the input spaces. As
proposed by Goguen, the blending process is modelled by a colimit
computation, a construction that abstracts the operation of disjoint unions modulo the
identification of certain parts specified by the base and the interpretations, as
discussed in detail in [
        <xref ref-type="bibr" rid="ref18 ref19 ref5">5, 19, 18</xref>
        ].
      </p>
      <p>We moreover presented how the Distributed Ontology Language (DOL) can
be used to specify conceptual blends with the help of blending diagrams. These
diagrams encode the relationships between the base space and the (two or more)
3 With ‘OWL’ we refer to OWL 2 DL, see http://www.w3.org/TR/owl2-overview/</p>
      <sec id="sec-3-1">
        <title>Input%1 O1</title>
      </sec>
      <sec id="sec-3-2">
        <title>Input%2 O2</title>
      </sec>
      <sec id="sec-3-3">
        <title>Blended%Concept</title>
        <p>C
colimit%morphisms
base%morphisms</p>
      </sec>
      <sec id="sec-3-4">
        <title>Base%Ontology</title>
        <p>
          input spaces. These blending diagrams can be executed by Hets, a proof
management system. Hets is integrated into Ontohub,4 an ontology repository which
allows users to manage and collaboratively work on ontologies. DOL, Hets, and
Ontohub provide a powerful set of tools, which make it easy to specify and
computationally execute conceptual blends, as seen in [
          <xref ref-type="bibr" rid="ref29">29</xref>
          ].
        </p>
        <p>
          A critical step in the blending process is the identification of the base space
and its mapping to the input spaces. One approach to computationally
implement this step consists of applying techniques of finding generalisations of two
input spaces, which have already been pursuit by analogy-making engines such
as Heuristic Driven Theory Projection, HDTP [
          <xref ref-type="bibr" rid="ref33">33</xref>
          ]. HDTP computes a common
generalisation B of two input spaces O1 and O2. This is done by anti-unification
to find common structures in both input spaces O1 and O2. HDTP’s algorithm
for anti-unification is, analogously to unification, a purely syntactical approach
that is based on finding matching substitutions.5
        </p>
        <p>While this is an interesting approach, it has a major disadvantage. Typically,
for any two ontologies there exists a large number of potential generalisations.
Thus, the search space for potential base spaces and, therefore, potential
conceptual blends is vast. HDTP implements heuristics to identify interesting
antiunifiers; e.g., it prefers anti-unifiers that contain rich theories over anti-unifiers
that contain weak theories. However, since anti-unification is a purely
syntactical approach, there is no way to distinguish cognitively relevant from irrelevant
information. As a result, the combinatorial possibilities for anti-unification of
axioms in the two input ontologies explodes.</p>
        <sec id="sec-3-4-1">
          <title>4 www.ontohub.org</title>
          <p>
            5 There are several other methods for finding generalisations. One example is the
Analogical Thesaurus [
            <xref ref-type="bibr" rid="ref37">37</xref>
            ] which uses WordNet to identify common categories for
the source and target spaces.
          </p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Blending with image schemas</title>
      <p>Instead of relying on a purely syntactical approach as was illustrated in the
example above using HDTP, we propose to guide the search for base spaces by
a library of formalised image schemas.</p>
      <p>
        Here, a (formalisation of) an image schema is searched for within two input
theories O1 and O2 by a simultaneous theory-interpretation search.
Computational support for this operation has already been investigated in [
        <xref ref-type="bibr" rid="ref30">30</xref>
        ], and a
prototypical system has been developed that was tested as an add-on to the
Heterogeneous Tool Set Hets [
        <xref ref-type="bibr" rid="ref28">28</xref>
        ]. Experiments carried out in [
        <xref ref-type="bibr" rid="ref21 ref31">31, 21</xref>
        ] showed that
this works particularly well with more complex axiomatisations in first-order
logic, rather than with simple taxonomies expressed in OWL, for the simple
reason that in the latter cases there is simply too little structure to control the
combinatorial explosion of such a search task. From the point of view of
embedding image schemas into non-trivial concepts, we may see this as an encouraging
fact, as image schemas are, despite their foundational nature, complex objects
to axiomatise.
      </p>
      <p>We now discuss in more detail an example for concept invention where an
image schema plays an essential role in the construction of the newly blended
concept. Consider the two concepts “space ship” and “mother”. Both are
associated with a multitude of concepts. Space ships travel through space, they visit
space stations, and they are used to move cargo. Mothers give birth, they provide
guidance for their children and have authority over them. There are many ways
how these concepts can be blended. E.g., one blend would be a space ship that
provides guidance and has authority over other, smaller ships – in other words,
a flag ship. For other potential blends it is less obvious whether they would be
useful; e.g., the concept of a mother that travels trough space.</p>
      <p>Our thesis is that shared image schemas provide a useful heuristic to identify
interesting blends.</p>
      <p>To capture these ideas formally we first need to represent Containment
in some formal language. For the sake of illustrating the basic ideas, we choose
here a simplified representation in OWL (see Fig. 4). Containers are defined
as material objects that have a cavity as a proper part. A container contains
an object if and only if the object is located in the cavity that is part of the
container.</p>
      <p>Class : Container</p>
      <p>SubClassOf : MaterialObject
EquivalentTo : has_capability ContainerCapability</p>
      <p>EquivalentTo : has_proper_part Cavity
ObjectProperty : contains</p>
      <p>SubPropertyChain : has_proper_part o is_location_of
DisjointWith : has_proper_part</p>
      <p>Mothers realise the Containment schema, since before birth their children
are contained within their wombs. Similarly, ships realise Containment since
they may be used to transport goods and passengers. Of course, in almost any
other aspect mothers and ships are completely di↵erent; in Fig. 5 we only
represent that mothers are female humans with children and that space ships are
capable of space travel.</p>
      <p>Class : Mother</p>
      <p>EquivalentTo : Female and Human and parent_of some ( Small and Human )
SubClassOf : has_proper_part UterineCavity
Class : SpaceShip</p>
      <p>EquivalentTo : Vessel and has_capability some SpaceTravel
SubClassOf : has_proper_part some CargoSpace</p>
      <p>During the blending of “Mother” and “Ship” the Containment schema
structure of both input spaces is preserved, forming the concept of “Mother ship”
(see Fig. 6). In this case, the uterine cavity and the cargo space are mapped to
the docking space. This concept inherits some features from both input spaces,
while others are dropped. Obviously, a mother ship is a space travelling vessel.
But like a mother, it is a ‘parent’ to some smaller entities of the same type. These
smaller vessels can be contained within the mother ship, they may leave its hull
(a process analogous to a birth) and are supported and under the authority of
the larger vessel.6
Class : MotherShip</p>
      <p>EquivalentTo : Vessel and has_capability some SpaceTravel</p>
      <p>SubClassOf : has_proper_part DockingStation
SubClassOf : has_proper_part some CargoSpace
SubClassOf : parent_of some ( Small and Vessel )</p>
      <p>To summarise, in our example we try to blend the input spaces of “Mother”
and “Space ship”. Instead of trying to utilise a syntactic approach like
antiunification to search for a base space, we recognise that both input spaces have
cavities and, thus, are containers. Using the base space Containment in the
blending process yields a blended concept of “Mother ship”. Here, the precise
mappings from the base space axiomatisation of Containment to the two input
6 To represent dynamic aspects like birth and vessels leaving a docking bay adequately,
one needs a more expressive language than OWL.
spaces regulate the various properties of the blended concept. Fig. 7 illustrates
this blend by populating the generic blending schema shown in Fig. 3.
The work on systematically formalising and ontologically structuring image
schemas is largely unexplored ground. Our idea of using the cognitive structure
of image schemas as the driving force behind the creation of the base space and
the mappings in computational conceptual blending has yet to be fully explored,
but similar work can be seen in analogy engines like HDTP.</p>
      <p>
        Although several scattered formalisation attempts of image schemas may
be found in the literature on conceptual blending and common sense reasoning
[
        <xref ref-type="bibr" rid="ref14 ref26 ref6">26, 14, 6</xref>
        ], these attempts are directed at particular blends or common sense
problems, without much systematicity. The most looked at image schema, by
far, is the notion of Containment. Here, the work of [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], with its distinction of
eight cases of Containment and its systematic mapping to natural language
meanings, provides a fresh new perspective and a valuable starting point for
our enterprise. Exploring the fruitfulness of these distinctions in future blending
experiments will be of great interest.
      </p>
      <p>
        Our main roadmap for developing the theory of image schemas formally is
as follows: we plan specifically to
– design a formal ontology of image schemas, building on the work of [
        <xref ref-type="bibr" rid="ref25">25</xref>
        ];
– specify blending templates in the Distributed Ontology Language DOL [
        <xref ref-type="bibr" rid="ref27">27</xref>
        ];
– perform blending experiments with basic image schemas;
– create complex integration templates from basic image schemas via blending.
      </p>
      <p>
        All this work will be directed towards the goal of building a library of basic,
formalised image schemas, as discussed earlier. The most important, and
arguably hardest, problem is to further investigate the interplay between dynamic
and static aspects of image schemas, that is, the relationship between their
embodied nature, i.e. ‘simulating’ an image schema in a particular scenario, and
related ‘static’ logical formalisations. The late Joseph Goguen proposed to
employ dynamical systems theory to address this aspect [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ]. To evaluate this and
related approaches to the formalisation problem of image schemas will be an
important future task.
      </p>
      <p>Acknowledgments. The project COINVENT acknowledges the financial
support of the Future and Emerging Technologies (FET) programme within the
Seventh Framework Programme for Research of the European Commission,
under FET-Open Grant number: 611553.</p>
    </sec>
  </body>
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