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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>RuleML 1.02: Deliberation, Reaction, and Consumer Families</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Tara Athan</string-name>
          <email>taraathan@gmail.com</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Harold Boley</string-name>
          <email>harold.boley@unb.ca</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Adrian Paschke</string-name>
          <email>paschke@inf.fu-berlin.de</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>AG Corporate Semantic Web</institution>
          ,
          <addr-line>Freie Universitaet Berlin</addr-line>
          ,
          <country country="DE">Germany</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Athan Services (athant.com)</institution>
          ,
          <addr-line>West Lafayette, Indiana</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Faculty of Computer Science, University of New Brunswick</institution>
          ,
          <addr-line>Fredericton</addr-line>
          ,
          <country country="CA">Canada</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>We describe the development of RuleML to Version 1.02 in order to integrate a subset of features from Deliberation and Reaction RuleML into a new family of languages called Consumer RuleML, designed to be embedded into other languages such as LegalRuleML. Deliberation RuleML 1.01 increases the resolution of the language lattice of this family with re ned language options, e.g. for Datalog+ and Hornlog+. There is no corresponding Version 1.01 release of Reaction RuleML.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>RuleML4 is a knowledge representation architecture designed for the interchange
of the major kinds of Web rules in an XML format that is uniform across various
rule logics and platforms. It has broad coverage and is speci ed as a system of
extensible language families, whose modular de nition of schemas permits rule
interchange with high precision. Realizing the \overarching" design in [BPS10],
RuleML 1.0 spans the complementary families of Deliberation RuleML 1.0 5 and
Reaction RuleML 1.0 6 [Pas14].</p>
    </sec>
    <sec id="sec-2">
      <title>RuleML 1.02</title>
      <p>RuleML 1.02 encompasses updated versions of the existing Deliberation and
Reaction families to Deliberation RuleML 1.02 7 and Reaction RuleML 1.02 8.
The highlight of the RuleML 1.02 release is the new Consumer RuleML9 family,
an initial integration of Deliberation and Reaction RuleML, as shown in Fig. 1.
2.1</p>
      <sec id="sec-2-1">
        <title>Consumer RuleML 1.02</title>
        <p>Consumer RuleML obtained its name from being considered a \consumer" in
two respects.</p>
        <p>On one hand, Consumer RuleML is designed to be embedded into other
languages. In particular, the absence of containers (e.g., &lt;Rulebase&gt;) and
performatives (e.g., &lt;Assert&gt;, &lt;Query&gt;) means Consumer RuleML is a consumer,
for structure and pragmatics, of containers and performatives from other
languages, e.g. from FIPA, SOAP, or domain-speci c XML languages such as
LegalRuleML [ABG+13].</p>
        <p>On the other hand, Consumer RuleML consumes external resources, from
other syntactic and semantic speci cations, accessed by attributes linking to
external de nitions of syntactic constraints (@type), semantic pro les (@style)
and extended quanti cations (@closure). The external resources may be, for
example, de nitions in controlled natural language (e.g., in mathematical English)
or formal speci cations expressed in Reaction RuleML.</p>
        <p>The following example shows a Consumer RuleML 1.02 rule that uses the
specialized temporal syntax of Reaction RuleML to support an inference about
the temporal scope of German climate data in dbpedia.10
&lt;fipa-message act="inform"&gt;
&lt;sender&gt;
&lt;agent-identifier&gt;</p>
        <p>&lt;name id="RuleML"/&gt;
&lt;/agent-identifier&gt;
&lt;/sender&gt;
&lt;receiver&gt;
&lt;agent-identifier&gt;</p>
        <p>&lt;name id="Tara-Athan"/&gt;
&lt;/agent-identifier&gt;
&lt;/receiver&gt;
&lt;content xmlns:ruleml="http://ruleml.org/spec"
xmlns:rs="http://ruleml.org/1.02/profiles/"
xmlns:xs="http://www.w3.org/2001/XMLSchema"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
7 Speci cation of Deliberation RuleML 1.02: http://deliberation.ruleml.org/1.</p>
        <p>02/
8 Speci cation of Reaction RuleML 1.02: http://reaction.ruleml.org/1.02/
9 Speci cation of Consumer RuleML 1.02: http://consumer.ruleml.org/1.02/
10 http://dbpedia.org
xmlns:agg="http://aggregation-ontology.org/"
xmlns:clim="http://climate-ontology.org/"&gt;
&lt;!-- The Consumer RuleML content starts here.--&gt;
&lt;ruleml:Rule closure="universal" style="rs:psoa"&gt;
&lt;ruleml:if&gt;
&lt;ruleml:Atom&gt;
&lt;!-- A PSOA frame representation of January climate data
for some location "location" with a value of "temp"
using the http://dbpedia.org vocabulary.--&gt;
&lt;ruleml:oid&gt;</p>
        <p>&lt;ruleml:Var&gt;location&lt;/ruleml:Var&gt;
&lt;/ruleml:oid&gt;
&lt;ruleml:Rel iri="http://dbpedia.org/ontology/Place"/&gt;
&lt;ruleml:slot&gt;
&lt;ruleml:Ind iri="http://dbpedia.org/property/janMeanC"/&gt;
&lt;ruleml:Var&gt;temp&lt;/ruleml:Var&gt;
&lt;/ruleml:slot&gt;
&lt;ruleml:slot&gt;
&lt;ruleml:Ind iri="http://dbpedia.org/ontology/country"/&gt;
&lt;ruleml:Ind iri="http://dbpedia.org/resource/Germany"/&gt;
&lt;/ruleml:slot&gt;
&lt;/ruleml:Atom&gt;
&lt;/ruleml:if&gt;
&lt;ruleml:then&gt;
&lt;ruleml:Operation type="agg:WindowedRecurring" style="agg:profile"&gt;
&lt;!-- A complex temporal modal operation specifying an aggregation model.</p>
        <p>An assumption is made that the dbpedia information is in agreement
with the most recent climate data from the offical national source.--&gt;
&lt;ruleml:Atom&gt;
&lt;!-- A formula representing a monthly climate datum</p>
        <p>(temp at location).--&gt;
&lt;ruleml:Rel iri="clim:climateMeanSurfaceAirTemperatureCelsius"/&gt;
&lt;ruleml:Var&gt;location&lt;/ruleml:Var&gt;
&lt;ruleml:Var&gt;temp&lt;/ruleml:Var&gt;
&lt;/ruleml:Atom&gt;
&lt;ruleml:Interval&gt;
&lt;!-- This argument of the modal operation brings in the additional
knowledge that the most recent averaging period for German climate
data is 1981-2010. This knowledge is not directly available from
dbpedia, but is from the Deutscher Wetterdienst, which is the
provenance of most Wikipedia climate data for Germany.
--&gt;
&lt;ruleml:Data xsi:type="xs:gYear"&gt;1981&lt;/ruleml:Data&gt;
&lt;ruleml:Data xsi:type="xs:gYear"&gt;2010&lt;/ruleml:Data&gt;
&lt;/ruleml:Interval&gt;
&lt;ruleml:Time&gt;
&lt;!-- The month of the datum is January, expressed in the xs:gMonth
datatype. --&gt;
&lt;ruleml:Data xsi:type="xs:gMonth"&gt;--01&lt;/ruleml:Data&gt;
&lt;/ruleml:Time&gt;
&lt;!-</p>
        <p>This rule has validity until around 2020, when the
next climatological dataset should become available.</p>
        <p>Such a qualification could have been explicitly represented
using Reaction RuleML's "qualification" feature, but this
has not yet been included in Consumer RuleML.</p>
        <p>--&gt;
&lt;/ruleml:Operation&gt;
&lt;/ruleml:then&gt;
&lt;/ruleml:Rule&gt;
&lt;/content&gt;
&lt;/fipa-message&gt;
The premise of this rule would unify with the following fact, derived from
dbpedia. While the fact's elevation slot has no counterpart in the rule premise,
this is taken care of by the \look-in"/\slotribution" semantics [Bol15] speci ed
via "rs:psoa".
&lt;ruleml:Ind iri="http://dbpedia.org/resource/Germany"/&gt;
&lt;/ruleml:slot&gt;
&lt;/ruleml:Atom&gt;
&lt;/content&gt;
&lt;/fipa-message&gt;</p>
        <p>As shown in Fig. 1, while Consumer RuleML 1.02 introduces no new language
features, it does integrate some features that are not held in common by Reaction
and Deliberation RuleML, and thus a particular valid Consumer RuleML
fragment may not validate against either Reaction or Deliberation RuleML schemas.
2.2</p>
      </sec>
      <sec id="sec-2-2">
        <title>Deliberation RuleML 1.02</title>
        <p>The Deliberation RuleML modular schema design was created to allow
additions to the language lattice (while maintaining backward compatibility).
Sublanguages in the Deliberation RuleML language lattice are de ned by a set of
schema modules, and are identi ed by a myng-code, a compact representation
of the MYNG REST query11, which may be used to obtain the driver schema
that includes the de ning set of schema modules into one schema. The
myngcode is composed of ten components, representing collections of modules that
have some common characteristics. Each myng-code component corresponds to
a REST query parameter. For example, the supremum language of the lattice,
containing all other Deliberation RuleML 1.02 sublanguages, is called
and its Relax NG schema is available from12
http://deliberation.ruleml.org/1.02/</p>
        <p>myng-b3f-d7-a7-l1-p3ff-i7f-tf3f-q7-ef-s4f.rnc
which is redirected to the REST call
http://deliberation.ruleml.org/1.02/relaxng/schema_rnc.php?
backbone=x3f&amp;
default=x7&amp;
termseq=x7&amp;
lng=x1&amp;
propo=x3ff&amp;
implies=x7f&amp;
terms=xf3f&amp;
quant=x7&amp;
expr=xf&amp;
serial=x4f
11 The PHP script at http://deliberation.ruleml.org/1.02/relaxng/schema_rnc.
php implements the MYNG REST interface to the parameterized schema for
Deliberation RuleML 1.02.
12 .rnc is the lename extension for Relax NG
mode
scope
event,
situation,
action,
fluent,
algebra
CEP
CA
EA
Allen
style
spatial,
temporal,
interval
generalized
If-then rules
generic
negation
import
answer
test</p>
        <p>V
III
foreign</p>
        <p>II</p>
        <p>I</p>
        <p>Consumer RuleML
safety
arity</p>
        <p>qualification
message
consult
extended
quantification</p>
        <p>= orientation
cardinality
Reaction RuleML</p>
        <p>Deliberation RuleML</p>
        <p>metadata
performatives
entailment
direction
rulebase
weight</p>
        <p>per
node</p>
        <p>FOL
IV</p>
        <p>VI</p>
        <p>VII
terms
generic
operation key/keyref type</p>
        <p>IRI</p>
        <p>Horn logic</p>
        <p>=
closure
negation
material =&gt;
uncertainty
Fig. 1. The syntactic containment relationships between the Reaction, Deliberation
and Consumer families are shown in this Venn diagram. The lled ellipses indicate sets
of language constructs. The stars indicate language features, e.g. rules, rst-order logic
expressivity, or performatives, that may be combined to generate language constructs.
The diagram indicates that there are no language features exclusive to Consumer
RuleML { these would appear in region VII. However, because Consumer RuleML
integrates some features that are not held in common by Reaction and Deliberation
RuleML (regions III and IV), there are constructs (in region VII) in Consumer RuleML
that are neither Deliberation nor Reaction RuleML constructs.</p>
        <p>With the exception of the d component (default query parameter), each
myng-code component corresponds to a GUI facet. In earlier versions, the d
component served to con gure options regarding attributes with default values,
in the sense of XSD [AB14]. In RuleML 1.02, attributes no longer have syntactic
default values13, so this facet of the MYNG GUI has been omitted in Version
1.02. However, it is retained in the myng-code, with a restricted range of values,
for backward compatibility.
2.3</p>
      </sec>
      <sec id="sec-2-3">
        <title>MYNG GUI</title>
        <p>Deliberation RuleML 1.02 is equipped with an improved MYNG GUI 1.02 for
con guring a Deliberation sublanguage with a set of desired features. The
dynamic output of the MYNG GUI (in Versions 1.01+) includes several
components:
{ The myng-code and possibly an anchor14 of the form selection
{ The MYNG REST interface URL for a Relax NG schema of the selected
language
{ An abbreviated URL for the Relax NG schema using the myng-code
{ The URL for the XSD schema of an anchor
{ A display of the generated Relax NG schema driver (on demand only)</p>
        <p>Relax NG schemas con gured using MYNG (online through the MYNG
REST interface URL or as local copy after download) may be used outside
of MYNG for schema-aware authoring, instance validation, or parser generation
through XML tools such as oXygen XML Editor and JAXB. New MYNG GUI
functionality has been added in Version 1.02, including
{ Fill and Clear buttons for the form as a whole as well as expressivity-speci c</p>
        <p>Fill/Clear and Check/Uncheck All for a number of facets
2.4</p>
      </sec>
      <sec id="sec-2-4">
        <title>Reaction RuleML 1.02</title>
        <p>Reaction RuleML is a standardized rule markup/serialization language and
semantic interchange format for reaction rules and rule-based event processing
[BPS10, Pas14, PB09]. Reaction rules include spatial/temporal Derivation Rules
(DR), Knowledge Representation (KR) calculi / logics for temporal/event/action/situation
reasoning, as well as Event-Condition-Action (ECA) rules, Production (CA)
13 See http://consumer.ruleml.org/1.02#Semantic_Variant_Attributes for a
mechanism of specifying semantic default values through semantic pro les.
14 A few Deliberation RuleML sublanguages of special signi cance have been
designated as anchor sublanguages (or simply anchors); XSD schemas (automatically
generated in advance by o ine scripts) are made available for anchors. An anchor of
a Deliberation RuleML sublanguage is a minimal Deliberation RuleML anchor that
contains the sublanguage. The anchor of myng-b3f-d7-a7-l1-p3 -i7f-tf3f-q7-ef-s4f is
na ologeq.
rules, and Trigger (EA) rules, and distributed rule-based Complex Event
Processing (CEP). Reaction RuleML 1.02 incorporates this reactive spectrum of
rules into RuleML, employing a system of step-wise extensions of the
Deliberation RuleML 1.02 foundation.
2.5</p>
      </sec>
      <sec id="sec-2-5">
        <title>Complete Feature Set of RuleML 1.02</title>
        <p>In Fig. 1, the overlapping feature sets of the three families create seven disjoint
feature regions, which will be unpacked below. The union of those sets constitutes
the complete feature set of RuleML 1.02.</p>
        <p>{ Region I (Deliberation, Reaction, and Consumer) Deliberation, Reaction,
and Consumer RuleML 1.02 have a number of features in common:
Terms, including individuals, data terms, variables, skolem constants,
rei ed terms, generalized lists, and functional expressions
Atomic formulas, including polyadic positional arguments, slots, rest
variables, and object identi ers
Horn logic expressivity, including logical connectives and quanti cation
over variables
Equations
Negations, including classical (strong) and negation-as-failure (weak)
forms, with, e.g., well-founded or answer-set semantics
Degree of uncertainty modi ers, which may be used, e.g., for fuzzy or
probabilistic logics
Type modi ers, which may be used, e.g., for sorted logics or as an
abbreviation for classi cation through unary predicates
Material or non-material implications
IRIs as constants
Implicit quanti cation (closure), including reference to externally de ned
extended quanti ers such as numerical quanti cation</p>
        <p>Mechanism for distributed de nitions (@key and @keyref)
{ Region II (Reaction and Deliberation) Some features common to Reaction
and Deliberation RuleML 1.02 were intentionally kept out of Consumer
RuleML 1.02 in order to minimize its complexity and maintain Consumer
RuleML's focus on semantics over pragmatics:</p>
        <p>Reasoning direction modi ers
Metadata annotations
Basic performatives (Assert, Retract, Query)
Rulebase containers
Metalogical entailment assertions
Equation orientation modi ers
Functional expression interpretation modi ers (per), which may be used,
e.g., to specify that a built-in functional expression should be replaced
by its value
Cardinality modi ers, which may be used, e.g., to specify that a
functional expression or slot has a certain multiplicity of its values</p>
        <p>Slot weights
{ Region III (Reaction and Consumer) Some advanced features from Reaction
RuleML have been made available in Consumer RuleML 1.02, although they
have not (yet) been incorporated into Deliberation RuleML:</p>
        <p>Rules (&lt;Rule&gt;) generalizing &lt;Implies&gt;), which may be used, e.g., for
defeasible rules
Specialized syntax dedicated to spatial, temporal, and interval terms and
formulas
Allen interval operators
Generic negations
Generic operations, e.g. for modal logic
Syntax for indicating the semantic pro le (@style)</p>
        <p>Extensibility through foreign namespaces (content)
{ Region IV (Deliberation and Consumer) Consumer RuleML 1.02 follows
Deliberation RuleML in regards to expressivity:</p>
        <p>First-order logic expressivity
{ Region V (Reaction only) Reaction RuleML 1.02 contains advanced features
that are not available in either Deliberation or Consumer RuleML:
Event, situation, action, and uent terms, formulas, and algebra
operators
Production (CA) rules
Trigger (EA) and Event-Condition-Action (ECA) rules
Distributed rule-based Complex Event Processing (CEP)
Actions/performatives for semantic import/consult, updates, answers,
VVI tests
Message descriptors
Interface de nitions and attributes for
∗ scope,
∗ mode
∗ safety
∗ arity
∗ cardinality
∗ quali cations
∗ quanti cation
{ Region VI (Deliberation only) Deliberation RuleML 1.02 has one feature
that is not contained in either Reaction or Consumer RuleML:</p>
        <p>IRI labeling denoting abstract propositions and rules (@node)
3</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Backward Compatibility</title>
      <p>Deliberation RuleML 1.02 is largely backward compatible with Version 1.01,
with the exception of the following:
{ The content model of attributes whose values may denote Web links (i.e.
@iri, @node, and @type) no longer includes relative IRI references. Instead,
the CURIE syntax is used to abbreviate IRIs. The upgrader XSLT
transformation15 to Deliberation RuleML 1.02 expands relative IRI references to
IRIs.</p>
      <p>Reaction RuleML 1.02 is also largely backward compatible with Version 1.0,
with the exception of the following:
{ Operator has been renamed to Operation
{ truth-valued generics and operations are only used as formulas, but are no
longer allowed as functional terms
{ act edge has been renamed and generalized to a do edge interpreting
performatives uniformly as (knowledge) actions</p>
      <p>Consumer RuleML 1.02 is the rst version of this family of RuleML
sublanguages, and so has no backward compatibility properties.
4</p>
    </sec>
    <sec id="sec-4">
      <title>Roadmap of RuleML 1.02 Implementation and</title>
    </sec>
    <sec id="sec-5">
      <title>Development of RuleML 1.03 and Beyond</title>
      <p>The RuleML Wiki hosts the RuleML issue tracking system16, which is used to
manage the development of the RuleML language. Users are encouraged to post
bug reports and enhancement requests. Only a selection of enhancements will
thus be given here.</p>
      <p>In Deliberation RuleML Version 1.03 and beyond, we expect to see the
following enhancements.</p>
      <p>{ Incorporate declarative features developed in Reaction RuleML, including
spatial, temporal, and interval terms and formulas, semantic pro les, Allen
operators and modal operators (or, moving them into a common `root' family
from where they can be inherited by the speci c families).
{ Generalize the (RNC and XSD) schemas, MYNG, and the formatters
(normalizers and compacti ers) according to the PSOA syntax and semantics in
a manner combinable with the current POSL syntax and semantics [Bol15].
{ Work upward, beyond rst-order logic, in the deliberation expressivity
hierarchy [BPS10], providing schemas etc. for higher-order and modal logics.</p>
      <p>Of highest priority in the development of Reaction RuleML is the update
of the translator service framework [PBZ+12] to Reaction RuleML 1.02 so that
it can be used, e.g., in Rule Responder [PB14, ZTP+12]. The initial goal is to
have the Prova translators updated for 1.02, followed by JAXB translators, e.g.
into Drools and other rule engine languages. Furthermore, the development of
semantic pro les for reaction rules, events, and actions [Pas14], semantic pro les
15 RuleML Upgraders: http://deliberation.ruleml.org/1.02/xslt/upgrader/
16 http://wiki.ruleml.org/index.php/Category:Issues
for modularization, distribution, and imports [PB14], as well as veri cation,
validation, and integrity testing [Pas05]. Support for generalized RNC schema,
MYNG, and formatters are in the focus of Reaction RuleML 1.03.</p>
      <p>In Consumer RuleML Version 1.03 and beyond, we expect to see the
following enhancements.</p>
      <p>{ Broaden the coverage of Deliberation and Reaction RuleML.</p>
      <p>In MYNG Version 1.03 and beyond, we expect to see the following enhancements.
{ The MYNG coverage should be extended to Reaction and Consumer RuleML.
{ New anchor languages should be added, based on user suggestions.
{ The MYNG functionality should be improved, including:</p>
      <p>Provide a visual indicator of the (lattice) distance from an anchor to
the RuleML sublanguage selected by GUI options, especially the
zerodistance case of exact match between an anchor and the selected options.
Implement the inverse functionality of determining the options
corresponding to a given anchor or myng-coded language selected by the
user.
{ Progress will continue towards making MYNG a language-lattice
development environment :</p>
      <p>Add validation of an instance against the con gured Relax NG schema,
using, e.g., Validator.nu.17
Develop automatic determination of the lub schema for a valid instance
of the supremum language, performing test validation against the
penultimate Relax NG schemas containing all modules but one, and exploiting
(monotonicity) properties of the language lattice.18
Add Schematron validation, e.g. using Validator.nu, to impose additional
language restrictions, such as the `minus' restrictions of Datalog , which
restore decidability lost in Datalog+.</p>
      <p>Enable on-the- y conversion of Relax NG schemas, con gured using
MYNG, into monolothic XSD schemas.
5</p>
    </sec>
    <sec id="sec-6">
      <title>Conclusions</title>
      <p>RuleML 1.02 has been speci ed in terms of its families of languages {
Deliberation, Reaction, and Consumer RuleML. Consumer RuleML is seen to be a nexus
of integration between Deliberation and Reaction RuleML, paving the way for an
expansion of their common core of syntactic features. We expect that feedback
from the further integration of Consumer RuleML into other languages, such as
LegalRuleML, will foster additional development of the RuleML architecture.
17 http://validator.nu
18 http://wiki.ruleml.org/index.php/MYNG_Checker</p>
    </sec>
  </body>
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