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    <article-meta>
      <title-group>
        <article-title>Modularity and Ontology Change Defence Date: January, 2019</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Ricardo F. Guimar a˜es</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Supervisor: Renata Wassermann</string-name>
          <email>renatag@ime.usp.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Institute of Mathematics and Statistics - University of Sa ̃o Paulo (USP) Sa ̃o Paulo - SP -</institution>
          <country country="BR">Brazil</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>We consider, in this work, ontologies as documents describing the conceptualization of a domain, in a computer-processable language. Specifically, we address the problem of repairing and evolving ontologies consistently. These non-trivial tasks become even harder for ontologies with hundreds of thousands of axioms. Since the standard language set by the W3C for writing ontologies in the Semantic Web, OWL, is founded in the family of the description logics, we adopt the view of ontologies as finite sets of formulae in a logic of this family. This view allows us to combine the theory of Belief Revision, which formalises rational change in logical objects, and strategies of modularisation to devise and improve procedures for ontology change.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. About the Author</title>
    </sec>
    <sec id="sec-2">
      <title>2. Introduction</title>
      <p>Nowadays, ontologies written in languages such as OWL have become the standard
method to share information in the Semantic Web (according to the W3C). These
documents provide the formal description of a domain in such way that properties can be
verified and extracted with the aid of computer programs called reasoners.</p>
      <p>To aid the maintenance and evolution of the ontologies, there have been studies
in the area of ontology revision (which we discuss in Section 3) that formalized how
these tasks should be done. However, even this theory is not able to completely define
these operations. In particular, some of them can have more than one outcome considered
“correct” and the comparison among them may not be clear.</p>
      <p>Additionally, the size of some ontologies (some with hundreds of thousands of
axioms) can also complicate the change management. However, modularisation strategies
were devised to allow engineers, users and programs to handle only a part of the ontology
at a time. Thus, in this work we intend to improve the methods devised in the theory of
ontology revision, using techniques from the field of ontology modularisation.</p>
      <p>In the rest of this paper, we consider that an ontology O is a set of formulas (or
axioms) in a description logic. Also, if X is a formula or set of formulas, we denominate
the signature of X the set of all non-logical symbols (concepts, roles and individuals) that
X employs.</p>
    </sec>
    <sec id="sec-3">
      <title>3. Ontology Revision</title>
      <p>The subject matter of Belief Revision (or Belief Change) is how rational agents change
their beliefs in consequence of the acquisition. The field was born with the seminal work
from Alchourr o´n, Ga¨rdenfors and Makinson [Alchourr o´n et al. 1985], in the currently
called “AGM theory”. In their framework, the beliefs are represented by a set of logical
formulas closed under logical consequence.</p>
      <p>
        With subsequent works, such as [
        <xref ref-type="bibr" rid="ref6">Hansson 1991</xref>
        ,
        <xref ref-type="bibr" rid="ref7">Hansson and Wassermann 2002</xref>
        ,
        <xref ref-type="bibr" rid="ref4">Flouris 2006</xref>
        ,
        <xref ref-type="bibr" rid="ref11">Ribeiro 2013</xref>
        ], we are now able to apply the fundamentals of Belief Change
to ontologies in description logics, which are incompatible with the original AGM
model. In this work, we call the resulting theory by “Ontology Revision” (or
“Ontology Change”).
      </p>
      <p>Most papers in the literature focus in one change operation, contraction, which
consists in removing a formula from the consequences of the agent’s beliefs. There are
two major constructive methods to obtain ontology contraction operations: the partial
meet approach and the kernel approach.</p>
      <p>The partial meet approach consists of obtaining maximal subsets of the ontology
O that do not imply a formula ' (which we call remainders), selecting the best among
them and taking the intersection. Dually, the kernel approach relies on minimal subsets of
an ontology O that do imply a formula ' (called kernels) and removes the least relevant
elements from each of such set.</p>
      <p>In both constructions, there can be multiple plausible outcomes, depending on
how one chooses among the remainders or between the formulas inside each kernel. And
one of our objectives in this work is to use the structure of the ontology, according to a
particular modularity approach, to devise criteria to rank these elements.</p>
    </sec>
    <sec id="sec-4">
      <title>4. Ontology Modularisation</title>
      <p>To deal with the size of some ontologies, there have been many approaches to modularise
ontologies, which consist in extracting parts of the ontology (modules) that are relevant
for a given set of terms (signature). Some of these techniques even tried to use the modules
to induce a structure in the ontology to aid both algorithms and engineers.</p>
      <p>Our intent is to employ one of such approaches to solve two particular issues that
arise when trying to revise ontologies, especially when they are too big: the multiple
plausible outcomes of the ontology revision operations and the lack of computational
resources to compute execute the procedures. Thus, we need a modularisation scheme
that can impose an ordering of the axioms in the ontology.</p>
      <p>Del Vescovo [2013] evaluates different modularity techniques in the literature with
respect to their aptitude to identify structure in ontologies. Since all the approaches
considered were inept to the task, the author devises a technique that fulfils the requirements
proposed. This technique is called atomic decomposition and is founded on the notion of
syntactic locality-based modules, which we present first.</p>
    </sec>
    <sec id="sec-5">
      <title>4.1. Syntactic Locality-Based Modules</title>
      <p>One of the most successful modularisation strategies is the syntactic variant of
localitybased modules (syntactic LBMs) proposed in [Grau et al. 2008]. They are used nowadays
in practice and are implemented thoroughly in the OWL API1, mostly due to its logical
properties and efficiency.</p>
      <p>
        The general idea is that a module of an ontology O for a signature , will consist
of all axioms of O that are relevant (non-local) with respect to the signature . The
locality check is based on syntactic matching rules that reduce each axiom to a form
where deciding whether relevant or not is simple
        <xref ref-type="bibr" rid="ref3 ref5">(for further details of these rules, refer
to [Grau et al. 2008, Del Vescovo 2013])</xref>
        .
      </p>
    </sec>
    <sec id="sec-6">
      <title>4.2. Atomic Decomposition</title>
      <p>While the syntactic LBMs may solve the problem of module extraction, they do not induce
a structure in the ontology by themselves. Besides, there can be exponentially many
subsets of the ontology that are modules for some signature.</p>
      <p>
        These issues on representing ontology structure were addressed with a technique
called atomic decomposition (AD) that is formalized by the following definitions:
Definition 4.1
        <xref ref-type="bibr" rid="ref3">(Co-occurrence Equivalence Relation [Del Vescovo 2013])</xref>
        . Let F(O) be
the set of all locality-based modules of an ontology O. The relation is the binary
relation over O defined to hold between two axioms ; 2 O if, for all M 2 F(O),
2 M if and only if 2 M.
      </p>
      <p>
        Definition 4.2
        <xref ref-type="bibr" rid="ref3">(Atom [Del Vescovo 2013])</xref>
        . Let O be an ontology and the
cooccurrence relation between atoms. We define an atom a of O to be an equivalence class
[ ] for an axiom 2 O. The set of atoms of O is denoted by A(O).
Definition 4.3
        <xref ref-type="bibr" rid="ref3">(Dependency Between Atoms [Del Vescovo 2013])</xref>
        . Let a and b be two
atoms induced by over an ontology O. We say that a is dependent on b (denoted as
a b) if, for every module M 2 F(O) such that a M, we have b M.
      </p>
      <p>It is also important to remark that this relation establishes a partial order of the
atoms in A(O). Given this fact, the strict part of this relation, denoted by is a strict
partial ordered set (i.e., a poset). Finally, we define the atomic decomposition of an ontology
O as the pair: (A(O); ). Also, there are results which sustain the atomic decomposition
as a succinct representation of all modules in an ontology [Del Vescovo 2013].</p>
    </sec>
    <sec id="sec-7">
      <title>5. Proposal and Objectives</title>
      <p>In this work, we aim to devise a solution to the problem of repairing and evolving big
ontologies by combining the theory of ontology revision and modularisation techniques.
In particular, we address both the computational problems associated with the size of the
ontologies and that of the choice among the possible outcomes of a revision operation.</p>
      <p>The principal contributions are: the software framework unifying an state-of-art
modularisation strategies (the atomic decomposition) and the algorithms for ontology
revision, the new criteria to automatically decide which of the revision outcomes is the best
(without resorting to extralogical features) and the formal characterization of operations
that follow the criteria devised.</p>
    </sec>
    <sec id="sec-8">
      <title>6. Methodology</title>
      <p>Following the previous implementations that will be extended in this work, the framework
will also be written in Java and rely upon the OWL API. This framework will be used to
run experiments that will sustain our studies and will be equipped with tools to record the
processing time and memory spent during the most critical tasks.</p>
      <p>
        The framework will consist of three loosely coupled components. One of them
is the management of the input ontologies which will be responsible for generating use
cases from real world ontologies (such as those obtained in the NCBO Bioportal2) and
artificial ontologies which will be produced by the algorithm used in [
        <xref ref-type="bibr" rid="ref10">Resina et al. 2014</xref>
        ].
      </p>
      <p>
        The second part of the framework will handle the structure of the ontology. In
short, it will execute the following tasks: compute, store, retrieve and maintain the
resulting atomic decompositions and provide syntactic LBMs. The principle is to use
the same techniques discussed in [
        <xref ref-type="bibr" rid="ref8">Klinov et al. 2012</xref>
        ] for persistence and implement
some of the extensions for the atomic decomposition in the literature [Del Vescovo 2013,
        <xref ref-type="bibr" rid="ref12">Turlapati and Puligundla 2013</xref>
        ,
        <xref ref-type="bibr" rid="ref9">Mart´ın-Recuerda and Walther 2014</xref>
        ].
      </p>
      <p>The last part handles the ontology change operations, extending the framework
devised by Co´ be [C o´be 2014]. Besides using the algorithms already implemented, we
also provide the implementation of the new operations devised.</p>
    </sec>
    <sec id="sec-9">
      <title>6.1. Definition of Relevance Criteria</title>
      <p>We use the atomic decomposition to devise valuation functions over the axioms of the
ontology to decide among the remainder and kernel sets discussed in Section 3. These
criteria will try to encode the entrenchment (the importance) of each axiom in the
ontology. Afterwards, operators that employ these criteria will be implemented in the
aforementioned framework.</p>
    </sec>
    <sec id="sec-10">
      <title>6.2. Experiments</title>
      <p>With the framework established, we generate a corpus of revision test cases and execute
the experiments described below a sufficient number of times to obtain proper statistics
for comparative purposes.</p>
      <p>
        1. Measure the execution time and memory of the existing ontology revision
algorithms
        <xref ref-type="bibr" rid="ref2">(those implemented in [Co´ be 2014])</xref>
        over the full ontologies and after
extracting modules.
2. Repeat the previous experiments, but using the new criteria devised in
Subsection 6.1.
6.3. Analysis
1. Compare the computational time and memory among the algorithms in the
usecase corpus and evaluate the gains.
2. Study the differences in the results of the revision procedures between the existing
approaches and the new operations devised (for instance verifying which axioms
are kept or removed).
3. Observe how revision algorithms modify the atomic decomposition of ontologies.
      </p>
      <p>Such changes include: agglomeration of atoms and removal of dependencies.</p>
    </sec>
    <sec id="sec-11">
      <title>6.4. Logical Characterization</title>
      <p>
        From the analysis, we aim to characterize the operators that employ our relevance criteria
with rationality postulates, that is, describe them using logical properties about their
results, as is common in the area of Belief Revision [Alchourr o´n et al. 1985,
        <xref ref-type="bibr" rid="ref6">Hansson 1991</xref>
        ,
        <xref ref-type="bibr" rid="ref11">Ribeiro 2013</xref>
        ].
      </p>
    </sec>
    <sec id="sec-12">
      <title>7. Conclusions</title>
      <p>This document presents the PhD proposal to be developed during the next three semesters.
We hope this will bring light for those interested in repairing and debugging ontologies in
a way that is both computationally efficient and theoretically well-founded.</p>
    </sec>
  </body>
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