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        <article-title>2QWRORJ\ 0DQDJHPHQW D &amp;DVH 6WXG\ DQG 5HVHDUFK 3ODQV</article-title>
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      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Jeroen Hoppenbrouwers</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>Manfred A. Jeusfeld</string-name>
          <email>jeusfeld@uvt.nl</email>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>CRISM/Infolab, Tilburg University</institution>
          ,
          <addr-line>P.O.Box 90153, 5000 LE Tilburg</addr-line>
          ,
          <country country="NL">The Netherlands</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Hans Weigand</institution>
          ,
          <addr-line>Willem-Jan van den Heuvel</addr-line>
        </aff>
      </contrib-group>
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        <p>)HGHUDWHG RQWRORJ\ PDQDJHPHQW D FDVH VWXG\</p>
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      <title>We foresee that ontologies for interoperability are likely organized</title>
      <p>by a loosely linked network. In the case of digital libraries, the network is
realized by a federation of ontologies where cross-links are made on demand.
For the future, we plan to work on two extensions. The first one is to develop a
new paradigm for synchronization of ontologies, called imitation. The second
one is about publishing existing information sources by an ontology that is
scalable in its size. Local parts of the ontology can be extended by global parts,
which provide more meaning to the concepts. Finally, we are continuing our
research on reverse engineering for integrating legacy components.</p>
      <p>In 2000, the Conference of European National Librarians (CENL) [2] initiated a
project to investigate the possibilities of loosely linked subject heading languages
(SHLs) [3]. Four national libraries (Bibliothèque Nationale de France, The British
Library, Die Deutsche Bibliothek and the Swiss National Library) teamed up with
Index Data ApS and Tilburg University to create a demonstration prototype of a
multilingual search engine, a SHL link maintenance system, and an organisational
workflow to get all partners into routine maintenance of the link database. The project
is called MACS, for Multilingual ACess to Subject headings. It has evoluated into a
full production system an will be routinely used by many organisations [4].</p>
      <p>A Subject Heading Language (SHL) is a specialised, artificial minilanguage
consisting of a vocabulary and syntax rules to express categories in a library system
[5]. These elaborate controlled vocabularies are a key resource for the ongoing
indexing of media collections. They are maintained by specific, often national
authorities and usually restricted to a specific natural language. Because these SHLs
have their own identity, they vary considerably in extent, vocabulary, and
composition rules, and because huge amounts of material are indexed with the subject
headings of a specific SHL, these SHLs resist any significant change. Efforts have
been started in the late 1990s to cross-link a few major SHLs using manual methods
[6]. The MACS project was initially provided with the result of this work and
therefore started out with a database of approximately 1000 links between the French,
English and German major SHLs (RAMEAU, LCSH, and SWD) in the areas of
Sports and Theatre. Since then, large amounts of cross-links have been added to the
database, either manually or by bulk loading from external data sets. Currently the
database contains more than 30 000 links.</p>
      <p>With SHLs being very different in nature, cross-linking them is not a formal or
even straightforward translation. The primary target of the translation of a SHL
expression in another SHL is to yield the same results when the translated expression
is used to query the same collection of materials indexed in the other SHL [3,7].
Perfect matching is nearly impossible, but a good approximation can be obtained.
With the identity and absolute independency of the participating SHL authorities as a
primary goal, the only feasible organisational model of the link database was a
federation. The participating authorities link expressions in their own SHL to
expressions in other SHLs on a voluntary basis. There is no central authority, as this
would imply a central SHL. MACS partners can propose links to each other’s SHL as
they see fit, but retain absolute sovereignity over the links between their own SHL
expressions and the central records. This means that the central records function as an
artificial semi-union of all participating SHLs. We organised the MACS federation to
be scalable to a reasonable number of participating SHLs (our aim was about 50, the
current number of European National Libraries) with 100 000 subject headings per
SHL. This meant that we had no technical scalability problem in terms of database
size, but instead an organisational problem. Adding one new SHL should not lead to
extra work for all the currently federated SHLs (e.g., to review the new link and
certify its validity to each individual SHL). By creating a strict system of automated
ToDo and ToKnow lists, a strict technical link validation procedure, and direct access
to integrated annotation and resolution mechanisms, we created a technical support
infrastructure to keep the process running when maintenance activity levels rise [7].</p>
      <p>With any federation, mutual understanding and a cooperative attitude towards the
common goal are paramount. In MACS, we initially faced four partners who were
committed to the project, but the project target is to extend the group with, eventually,
dozens of SHL authorities world-wide. This requires a firm organisational and
technical community infrastructure, not only for the semi-formal link management,
but also to support the requirements of a growing federation of significantly different
organisations. Using standard ICT "community plumbing" tools, which are by now
readily available as well-maintained OpenSource resources, we set up sufficient
infrastructure to support the complete MACS community as such. This support
infrastructure itself is part of the ongoing community development. [8]</p>
      <sec id="sec-1-1">
        <title>2QWRORJ\ PDLQWHQDQFH E\ LPLWDWLRQ</title>
        <p>Several studies show that the maintenance of systems, already make up about
7080 % of all costs during an enterprise application’s lifecycle. In order to cut down
costs of rather tedious and labor-intensive routine maintenance tasks, and establish
more effective mechanisms to deal with change, autonomic computing is touted in
industry as an effective distributed computing solution. In a nutshell, autonomic
computing provides a contemporary paradigm for managing computing resources,
eliminating the need for human interference. This is achieved by giving enterprise
systems not only full awareness about their internal model, but, also the ability to
adapt themselves.</p>
        <p>Our current research scrutinizes the application of various concepts from the
domain of Complex Adaptive Systems and Autonomic Systems [9,10], and combines
them with the notion of imitation. Our claim is that self-adaptation based on imitation
can also be applied effectively to ontology maintenance.</p>
        <p>Imitation is a
powerful concept and IIddeennttififyyRReeffeerreenncceeMMooddeelsls CCoonnffi giguurreeIImmititaatti oionnSScchheemmee
an inherently complex
one. In the figure
besides, a framework
for imitation is DDeeccidideet tooIImmititaattee
presented. In a fully
autonomic system, the
sayllsttehme scteopuslditspeelrff,obrumt IImmpplelemmIeIemnmntittiataanatntidoidonEnEvvaaluluaattee SASeAbelbfslf-sti-trmiramaicticttatiatoitionoin/on/n
we assume that for the
time being, human intervention will be needed to set up the imitation process. In the
following, we describe briefly the first 2 steps.</p>
        <sec id="sec-1-1-1">
          <title>6WHS LGHQWLI\ UHIHUHQFH PRGHO V</title>
          <p>If you want to imitate, you must have a reference model to imitate, so imitation
always starts with the identification of models. The models can be hard-coded by the
user or be determined dynamically. An example of a hard-coded model is when a
local database is supposed to replicate a particular central database. Another example
of the use of a hard-coded model is a local business ontology that regularly consults a
standardization web site and executes any update available. Dynamic identification of
models can be done, e.g., by using the transitivity property of imitation. That is, use
the models that are used by the peers.</p>
        </sec>
        <sec id="sec-1-1-2">
          <title>6WHS &amp;RQILJXUH LPLWDWLRQ VFKHPH</title>
          <p>Once a model is determined, the information flow may be designed. The imitating
system can ask (actively), or observe (passively). In the case of passive imitation, the
model system should somehow advertise meta-data about its behavior. For example,
it should send a notification when it has done something interesting, together with an
URL where the action can be seen. Or it can just broadcast all its actions to whoever
is interested by publish/subscribe. It can be done instantly or at regular time intervals.
In general, it seems better not to assign the initiative to the imitating system, as it
cannot know whether something interesting has happened, but if the imitating system
is triggered by some urgent need, and wants to learn something, it should have the
capability to take initiative. For example, suppose an XML-based message handler is
confronted with a data type that it doesn’t know. Then it could go to a reference model
(a peer, or a standardization group web site), and ask whether it has a definition, and
could decide then to copy it. Apart from the initiative and the timing, important to
determine is also ZKDW to imitate. Imitation is always imitation of some relationship:
e.g. between a subject and an object (possession) between a word and its referent
(meaning), or between a goal and an instrument, or between a situation and a goal
(desire). By imitating meanings, as in the case of ontologies, systems can extend their
knowledge of the world both the conceptual level and on the instance level. As there
are so many relationships that one could imitate, it is necessary that the imitation
scheme describes the object of modeling in a normalized way. As a first attempt, we
propose to distinguish the following attributes:
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</p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>UHODWLRQVKLS - an action or static relationship that is to be imitated; UHIHUHQFH - the fixed term (joint attention), an entity or system component that exists in the context of the reference model and in the context of the imitating agent;</title>
      <p>REMHFW - the thing to be copied, indicated by a variable and a type;
FRQGLWLRQV - a declarative specification of restrictions on the objects of
imitation;
JRDO - the goal to which the imitated action or relationship is supposed to
contribute.</p>
      <p>For example, suppose we want to imitate the way products are identified, then the
relationship is "has-key", the referent is "product" (a concept), and the object is
"attribute X". The goal is "identify object uniquely". This means that when the
reference model changes the way products are identified (candidate key), then the
agent will also consider this attribute as a candidate key. To apply the imitation
mechanism effectively to ontology maintenance, a goal analysis of ontologies is
needed first. This analysis should make clear what are the elements of an ontology
and what are their goals. For example, the goal of a key is a unique reference. This
goal analysis is part of our short-term research plan. Once the goal structure of
ontologies is known, an agent can replace a certain means by another means (found
by imitation) that has the same goal.</p>
      <sec id="sec-2-1">
        <title>6XEVWLWXWLQJ VFKHPDV E\ RQWRORJLHV IRU LQIRUPDWLRQ DFFHVV</title>
        <p>Ontologies have been named as a tool for bridging the gap between heterogeneous
systems. Information, in particular in the form of databases, is only understandable in
the context in which it has been created and used. This context is partly reflected in
the schema (=syntax of the data) and the history of the data (=semantics of the
schema). The reflection is however not complete as some of the semantics is buried
into the code of the application programs, or even only exists as tacit knowledge. Our
approach for supporting seemless information access is to completely hide the schema
of an information source and substitute it by ontologies that either
1. contain no domain knowledge at all but only ontological concepts of the</p>
        <p>data model (like entity, attribute, relation, key), or
2. are equivalent to the original schema (lossless reconstruction, see [1]), or
3. are containing arbitraly much knowledge about the application domain.</p>
        <p>The very idea of our approach is to decompose any object (here: any tuple of a
relation) into its atoms, being the object’s PHPEHUVKLS WR D VHW (here: membership of a
tuple identifier to a relation), and the object’s UHODWLRQV WR RWKHU REMHFWV (here: the
attributes describing an object in a tuple). Set membership corresponds to the
semantics of an ontological concept like ’Car’. The object’s relations (or attributes) are
reified (i.e. they are objects themselves) and seen as members of attribute sets (such
as denoted by ’size’, ’color’, ’predecessor’). In the case of absence of domain
knowledge, the ontological concepts into which we map a data source are those of the
data model of the data source, here: tuple, attribute of a tuple, key attribute etc. The
mapping of any data source with a given schema to such a simple ontology is done by
derivation rules. While this variant of schema substitution is very simple, it still
allows formulating queries to any data source regardless of their schema. For
example, one can ask for are objects that are related to a given object. In the second
case, the equivalent substitution, any concept of the schema is associated to a
counterpart in the ontology. The original relations can be reconstructed by just
referring to set membership and attribute relations in terms of the application-specific
ontology. This case is not adding extra value but only a uniform query facility.</p>
        <p>The interesting case is when the ontology is containing more concepts than the
original schema, in aprticular more concepts for describing attributes of objects. Since
the original schema is substituted by an ontology, this ontology can be extended to
provide specializations, generalizations, and aggregations of the original schema
concepts. From the semantics viewpoint, the substitution of the schema commits the
ontology concepts to the instances. From an application development viewpoint, the
ontology replaces the schema for query definition.</p>
        <p>A critical challenge in designing robust business applications is allowing to
VHOHFWLYHO\ identify reusable and modifiable portions of a legacy system, and, to
combine them with modern enterprise components in a gradual and consistent manner
[11]. A contemporary vision for tackling this challenge, entails OMG’s Model Driven
Architecture (MDA) [12], placing the notion of models at the core of virtually all
phases of application (re-)development. In particular, MDA claims that conceptual,
computational independent enterprise models (CIMs) may be transformed in Platform
Independent Models (PIMs), that may in turn be converted into Platform Specific
Models (PSMs), e.g., for J2EE or the .NET platform. Transformations thus constitute
an essential mechanism to realize the MDA philosophy, allowing the automatic
generation of one or more target models from one or more source model, given a
transformation definition (using imperative or declarative languages) [13].</p>
        <p>Unfortunately, the MDA predominantly addresses forward engineering, emphasizing
forward transformations, of new enterprise applications into code. However, we
firmly believe that MDA provides an interesting foundation, including some
(ECLIPSE-based) tools and techniques, to also deal with even more challenging
reverse engineering aspects. Our current research efforts are bundled in INTEROP’s
Model Morphism (MoMo) workpackage, involving the INFOLAB (University of
Tilburg) and the ATLAS-group (University of Nantes). Within the context of this
workpackage, we aim at amortizing the MDA with more advanced transformation
operators. In particular, our research efforts are directed at investigating new and
improved ways for model transformations so that they can not only handle with
forward engineering of enterprise models (into applications), but also with reverse
engineering of legacy systems into conceptual models. This research will ideally
result in a range of transformations that extend and refine MDA’s current rather
mechanical, fully automatic, and one-shot transformations (both imperative and
declarative).</p>
        <p>In fact, this new breed of model transformations will not any longer be restricted to
YHUWLFDO transformations for generating code from models and vise versa, but also, and
more importantly, will involve a broad range of semi-automatic, heuristic-based,
KRUL]RQWDO transformations that assist the designer of a new enterprise application in
matching its design to a set of available legacy system models, and, adapting legacy
models to overcome syntactic and semantic model mismatches, both at the level of
semantics and syntax. This work will build forward on research as reported in [11]
and [14]. We plan to embed these transformations into a model-driven legacy
integration methodology, encompassing phases for forward engineering of new
enterprise applications, which reuse reverse engineered fragments of legacy systems,
based on a solid and concise matching and adaptation process. Lastly, the
methodology will be equipped a phase that offers model morphism-based techniques
for enabling pro-active change management of application models.
#"%$&amp; (’)$+*-,%.0/123 , 42 (1): 5-18, 2003.
! [9] A.G. Ganek and T.A. Corbi, The Dawning of the Autonomic Computer Area,
4 ,(56.-&amp; /’ [10]. J.O. Kephart, D.M. Chess The Vision of Autonomic Computing 36(1):41-50,
[1] M.A. Jeusfeld: Integrating product catalogs via multiple-language ontologies. In Proc.</p>
        <p>EAI 2004 Workshop Enterprise Application, Oldenburg, February 12-13, 2004,
http://CEUR-WS.org/Vol-93, ISSN 1603-0073.
[2] CENL http://www.bl.uk/gabriel/about_cenl/
[3] P. Landry et.al.: MACS project prototype final report.</p>
        <p>http://laborix.uvt.nl/prj/macs/pub/MACSreport3.pdf, 2002.
[4] P. Landry: MACS Update: Moving toward a Link Management Production Database. In:</p>
        <p>ELAG 2003 proceedings. http://www.elag2003.ch/papers/MACS-ELAG-article.pdf
[5] Subject Indexing: Principles and Practices in the 90’s, ed. by Robert P. Holley, et al.</p>
        <p>UBCIM Publications - New Series, v.15. München: K.G. Saur, 1995.
[6] G. Clavel et.al. (1999): CoBRA+ Working Group on Multilingual Subject Access, Final</p>
        <p>Report. http://www.ddb.de/gabriel/projects/pages/cobra/finrap3.html
[7] J. Hoppenbrouwer: Architecture of the MACS system. http://laborix.uvt.nl/</p>
        <p>prj/macs/pub/architecture.pdf, 2001
[8] MACS main web site: https://macs.cenl.org/</p>
        <p>IEEE,2003.
[11] W.J. vanden Heuvel: Integrating Modern Business Applications with Legacy Systems: A</p>
        <p>Web-Component Perspective. MIT-Press, To be published in 2005.
[12] OMG: MDA guide 1.01. http://www.omg.org/docs/omg/03-06-01.pdf, Visited: June</p>
        <p>2004.
[13] A. Kleppe, J. Warmer, and W. Bast: MDA Explained: The Model Driven Architecture:</p>
        <p>Practice and
Promise, Addison-Wesley, 2003.
[14] E. Rahm and P.A. Bernstein: A survey of approaches to automatic schema matching.</p>
        <p>VLDB Journal: Very Large Data Bases}, 10(4):334--350, 2001.</p>
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