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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>OWL extended with Meta-modelling</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Regina Motz</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Edelweis Rohrer</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Paula Severi</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ignacio Vidal</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Department of Computer Science, University of Leicester</institution>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Instituto de Computacion, Facultad de Ingenier a, Universidad de la Republica</institution>
          ,
          <country country="UY">Uruguay</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>In this paper we explain how we extended the Web Ontology Language (OWL) with meta-modelling. In order to express metamodelling, we extended the OWL syntax with a new constructor that allows us to equate individuals with classes. In order to perform the main task of checking consistency of ontologies that have meta-modelling, we extended the free and open source reasoner for the Semantic Web called Pellet.</p>
      </abstract>
      <kwd-group>
        <kwd>OWL</kwd>
        <kwd>Meta-modelling</kwd>
        <kwd>Reasoner</kwd>
        <kwd>Consistency checking</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Motivation</title>
      <p>
        In di erent application scenarios the
need of linking ontologies of di
erent domains arises. But the way how
these ontologies are related is not
always the same. Sometimes it is
required to map classes or individuals
of two ontologies, or link individuals
of two ontologies through a new
property. In these cases, elements of the
same granularity are mapped, i. e.,
classes to classes or individuals to
individuals. But there are some
scenarios where mapping elements of di er- Fig. 1. Two ontologies on Hydrography
ent granularity is needed, for instance
when the same real object is
represented as an individual in one ontology and as a class in other ontology. This
kind of relation between ontologies is called meta-modelling and is the main
motivation of our work. Our extension of OWL comes up from a real-world
application on geographic objects that requires to reuse existing ontologies and
relate them through meta-modelling [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Figure 1 describes a simpli ed scenario
of this application in order to illustrate the meta-modelling relationship. It shows
two ontologies separated by a horizontal line. The two ontologies conceptualize
? Daphne Jackson fellowship sponsored by EPSRC and the University of Leicester.
the same entities at di erent levels of granularity. In the ontology above the
horizontal line, rivers and lakes are represented as individuals while in the one
below the line they are classes. If we want to integrate these ontologies into a
single ontology (or into an ontology network) it is necessary to interpret the
individual river and the class River as the same real object. Similarly for lake
and Lake. Our solution consists in equating the individual river to the class
River and the individual lake to the class Lake. These equalities are called
meta-modelling axioms and in this case, we say that the ontologies are related
through meta-modelling. In Figure 1, meta-modelling axioms are represented by
dashed edges. After adding the meta-modelling axioms for rivers and lakes, the
class HydrographicObject is now also a meta-class because it is a class that
contains an individual which is also a class. The kind of meta-modelling we consider
in this paper can be expressed in OWL Full, which allows to equate any two
resources, for instance a class to an individual or a property to an individual.
However, it cannot be expressed in OWL DL. The fact that it is expressed in
OWL Full is not very useful since the meta-modelling provided by OWL Full is
so expressive that leads to undecidability [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. OWL 2 DL has a very restricted
form of meta-modelling called punning where the same identi er can be used as
an individual and as a class [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. These identi ers are treated as di erent objects
by the reasoner and it is not possible to detect certain inconsistencies. We next
illustrate two examples where OWL would not detect inconsistencies because
the identi ers, though they look syntactically equal, are actually di erent.
Example 1. If we introduce an axiom expressing that HydrographicObject is a
subclass of River, then OWL reasoner will not detect that the interpretation of
River is not a well founded set (it is a set that belongs to itself). That is, the
interpretation of River (which is equal to river by meta-modelling) belongs to
that of HydrographicObject and, by the introduced axiom, the interpretation of
HydrographicObject is a subset of that of River.
      </p>
      <p>Example 2. We add two axioms, the rst one says that river and lake as
individuals are equal and the second one says that the classes River and Lake are
disjoint. Then OWL reasoner does not detect that there is a contradiction.
2</p>
      <p>
        Extending OWL with Meta-modelling Axioms
In order to express meta-modelling, we extended OWL with meta-modelling
axioms. A meta-modelling axiom a =m A is an equation between an individual a
and an atomic class A. The semantics of the above axiom is that the individual a
and the class A have the same interpretation. For example, the meta-modelling
axiom that equates the individual river with the class River is expressed in
OWL/XML as follows.
&lt;MetaModelling&gt;
&lt;NamedIndividual IRI="river"/&gt;
&lt;Class IRI = "River" /&gt;
&lt;/Metamodelling&gt;
The individual river is interpreted as the set fqueguay; santaLuciag since this
is exactly the interpretation of the class River. Extending the syntax is the
easy part. The most di cult part consists in extending the Tableau algorithm
in order to check consistency of ontologies that have meta-modelling [
        <xref ref-type="bibr" rid="ref4 ref5">4, 5</xref>
        ]. For
an introduction on the basics of the Tableau algorithm, we suggest the reader to
see [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. The Tableau algorithm constructs a graph to represent a possible model
of the knowledge base. The nodes of the initial graph are the individuals of
the ontology and the edges are the properties between the individuals. Equality
between individuals is recorded using a b and each node x has associated a
set of class expressions L(x). In [
        <xref ref-type="bibr" rid="ref4 ref5">4, 5</xref>
        ] we extended the Tableau algorithm for
checking consistency of ontologies with meta-modelling by adding:
1. new expansion rules: to deal with equalities and inequalities of individuals
with meta-modelling which are given in Table 1.
2. a new condition to deal with circularities with respect to the membership 2
relation. This condition detects the presence of non well founded sets.
Equality Rule:
If a =m A, b =m B, a b and A
add A B to the Tbox.
      </p>
      <p>B does not belong to the Tbox then,
Inequality Rule:
If a =m A, b =m B, a 6 b and there is no z, A u :B t B u :A 2 L(z) then,
create a new node z with L(z) = fA u :B t B u :Ag.</p>
      <p>Close Rule:
If a =m A, b =m B and neither a
add either a b or a 6 b.</p>
      <p>b nor a 6 b then,</p>
      <p>We explain the intuition behind the new expansion rules. If a =m A and
b =m B then the individuals a and b represent classes. Any equality at the level
of individuals should be transferred as an equality between classes and similarly
with the di erence. A particular case of the application of Equality Rule is when
a =m A and a =m B. In this case, the algorithm also adds A B. In the
Inequality Rule, the inequality a 6 b should be transferred to the level of classes
as A 6 B. However, we cannot add A 6 B because the negation of is not
directly available in the language. So, what we do is to replace it by an equivalent
statement, i.e. add an element z that witnesses this di erence.</p>
      <p>
        The rules for equality and inequality are not su cient to detect all
inconsistencies coming from meta-modelling. The idea is that we also need to transfer the
equality A B between classes as an equality a b between individuals and
we also need to transfer the semantic consequences, e.g. O j= A B.
Unfortunately, a recursive call of the form O j= A B is not possible. Otherwise we
will be captured in a vicious circle since the problem of nding out the semantic
consequences is reduced to the one of satis ability. The solution to this problem
is to explicitly try either a b or a 6 b. This is exactly what the close-rule does.
The close-rule adds either a b or a 6 b. It is similar to the choose-rule which
adds either C or :C [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ].
      </p>
      <p>Our Tableau algorithm for meta-modelling has a Tbox rule:</p>
      <sec id="sec-1-1">
        <title>Tbox Rule:</title>
        <p>If C is a TBox statement and C 62 L(x), then add C to L(x).
where C is a TBox axiom C v D codi ed as :C t D.</p>
        <p>
          It is not so straightforward to extend the code of Pellet [
          <xref ref-type="bibr" rid="ref6 ref7">6, 7</xref>
          ] to include the new
expansions rules for meta-modelling. This is because we have to adapt our new
rules to cope with the optimizations of Pellet [8{10]. The main complication
is given by the equality rule which has the unusual characteristic of changing
the Tbox, since we add new TBox axioms. This lead us to re-run actions and
optimizations on the TBox, which were originally executed at the beginning,
each time the equality rule is applied, because of the addition of new axioms.
First of all, Pellet divides the Tbox T in two disjoint sets: an unfoldable part Tu
that contains unique, acyclical de nition axioms and a general Tbox Tg = T nTu.
Then, it tries to absorb subclass axioms from the Tg into the Tu.
After that, in the rule application step, Pellet uses the expansion rules of lazy
unfolding [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ] shown below.
        </p>
      </sec>
      <sec id="sec-1-2">
        <title>Unfolding Rule I:</title>
        <p>If A v C 2 Tu, A 2 L(x) and C 62 L(x) then add C to L(x).</p>
      </sec>
      <sec id="sec-1-3">
        <title>Unfolding Rule II:</title>
        <p>If :A v C 2 Tu, :A 2 L(x) and C 62 L(x) then add C to L(x).</p>
        <p>The general Tbox Tg is expressed as &gt; = d Tg, which is the conjunction of all Tg
axioms. Then, Pellet also applies lazy unfolding to the nodes x that have &gt; in
L(x) by adding uTg to L(x). But this works only if we ensure that &gt; is in L(x)
for all nodes x of the graph. The initialisation step in Pellet guarantees that &gt;
is added to L(a) for all the individuals a of the ontology and every expansion
rule that creates a new node z (such as 9-rule) adds &gt; to L(z).</p>
        <p>We also apply optimization techniques to our meta-modelling rules. The
optimized rules for meta-modelling are shown in Table 2. The Optimized Inequality
Rule adds &gt; to L(z) to the new node z that it creates. The Optimized Equality
Rule adds A B to the Tg and applies the algorithm of absorption in order
to absorb the new axiom A B. This axiom could be absorbed completely or
partially. Some part of this axiom may pass to the Tu and another part may
remain in the Tg. Finally, the Optimized Equality Rule forces the application of the
unfolding rule for &gt;, which ensures that the parts not absorbed of the axioms
A B be applied to all nodes.</p>
        <p>In order to ensure termination, the expansion rules should not be applied more
than once under the same conditions. For the Optimized Equality Rule, we keep
record of the fact that we applied this rule and equated A with B by means of
A B. It would be wrong to have the condition \A B does not belong to
Tg" because parts of that axiom could have been absorbed. For the Optimized
Inequality Rule, we keep record of the fact that we applied this rule and set A
di erent from B by means of A 6 B. This is more e cient than having the
alternative condition \there is no root node z such that A u :B t B u :A 2 L(z)"
of Table 1.</p>
        <p>Optimized Equality Rule:
If a =m A, b =m B, a b and A
1. add A B to the Tg.
2. apply the algorithm of absorption to (Tu; Tg).
3. apply the unfolding rule for &gt;.</p>
        <p>B does not hold then
Optimized Inequality Rule:
If a =m A, b =m B, a 6 b and A 6 B does not hold then
create a new root node z with L(z) = fA u :B t B u :A; &gt;g</p>
        <p>The implementation of Pellet extended with meta-modelling can be found in
http://www.cs.le.ac.uk/people/ps56/pelletM.xml.
3</p>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>Conclusions and Related Work</title>
      <p>
        OWL 2 DL has a very restricted form of meta-modelling called punning [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. In
this approach, the same identi er can be used simultaneously as an individual
and as a concept, but they are semantically treated as di erent real objects. So,
it does not detect certain inconsistencies as the ones illustrated in Examples 1
and 2. Moreover, this approach is not natural for reusing ontologies. For these
scenarios, it is more useful to assume the identi ers be syntactically di erent
and allow the user to equate them by using axioms of the form a =m A.
In the literature there are other approaches proposed to deal with meta-modelling
in Description Logic [2, 11{17]. The approaches which de ne xed layers or levels
of meta-modelling [
        <xref ref-type="bibr" rid="ref11 ref13 ref15 ref16">11, 13, 15, 16</xref>
        ] impose a very strong limitation to the ontology
engineer. Our approach allows the user to have any number of levels or layers
(meta-concepts, meta meta-concepts and so on). The user does not have to write
or know the layer of the concept because the reasoner will infer it for him. In
this way, axioms can also naturally mix elements of di erent layers and the user
has the exibility of changing the status of an individual at any point without
having to make any substantial change to the ontology. In a real scenario of
evolving ontologies, that need to be integrated, not all individuals of a given
concept need to have meta-modelling and hence, they do not have to belong to
the same level in the hierarchy.
      </p>
      <p>The key feature in our semantics is to interpret a and A as the same object when
a and A are connected through meta-modelling, i.e., if a =m A then aI = AI .
This allows us to detect inconsistencies in the ontologies which is not possible
under the Hilog semantics [2, 14{17]. Our semantics also requires that the
domain of the interpretation be a well-founded set. A domain such as I = fXg
where X = fXg is a set that belongs to itself which cannot represent any real
object from our usual applications in Semantic Web.</p>
    </sec>
  </body>
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