=Paper=
{{Paper
|id=Vol-202/paper-13
|storemode=property
|title=Promiscuous Semantic Federation: Semantic Desktops meet Web 2.0
|pdfUrl=https://ceur-ws.org/Vol-202/SEMDESK2006_0035.pdf
|volume=Vol-202
|dblpUrl=https://dblp.org/rec/conf/semweb/Park06
}}
==Promiscuous Semantic Federation: Semantic Desktops meet Web 2.0==
Promiscuous Semantic Federation:
Semantic Desktops meet Web 2.0
Jack Park
SRI International
jack.park@sri.com
Abstract
What if there are ways to federate all of the many world views of actors everywhere. What would be the
use cases under which such a federation makes sense? What would be the benefits to such a federation?
What would be the drawbacks to such a federation? Indeed, what are the ways in which such a federation
could be facilitated? Why promiscuous? By positing a rhetorical inquiry into the fabric of human
cognition and its federation, we open Pandora’s Box and unleash many questions, many avenues of inquiry.
In this paper, we will limit the discussion to an overview of one approach to semantic federation of human
thinking, the coupling of a Semantic Desktop platform, IRIS1 and its associated cognitive framework
CALO2, to a Web 2.0 platform we call Tagomizer3. We will show how Tagomizer, a social bookmarking
application running on top of a web-based subject map, can assist users in an aspect of Semantic Desktop
platforms in their day-to-day cognitive tasks, that of finding information resources related to projects or
tasks in which they are engaged. We highlight the fact that social bookmarking is one of many ways in
which promiscuous semantic federation can be achieved. We will provide a framework with which answers
to questions of the kind suggested above can be found.
1. Background
Ora Lassila once said [1]
“Once the web has been sufficiently "populated" with rich metadata, what can we expect? First,
searching on the web will become easier as search engines have more information available, and
thus searching can be more focused. Doors will also be opened for automated software agents to
roam the web, looking for information for us or transacting business on our behalf. The web of
today, the vast unstructured mass of information, may in the future be transformed into something
more manageable - and thus something far more useful.”
Let us talk about transforming that unstructured mass of information through a brief introduction to
aspects of CALO. SRI’s CALO4 project is one of two projects funded under DARPA’s “Perceptive
Assistant that Learns” (PAL) program5. The goal of the PAL program is to develop an enduring personal
assistant that “learns in the wild” (LIW), evolving its capabilities as a personal assistant more and more
through automated machine learning techniques rather than through code changes. We created Tagomizer
to facilitate LIW for CALO and the program’s users by installing a social bookmarking application
designed specifically to interoperate with CALO through a web services interface. Tagomizer behaves in
ways similar to the website known as “delicious”6, where, as described below, users create bookmarks
using reminder tags. A tag can be a word or word phrase. In the future, a tag could be, say, a Wikipedia
URL, an image, or other symbol that serves the purpose. When coupled with a semantic desktop
application, Tagomizer can serve the purpose of annotating emails, calendar events, chat sessions, files on
the user’s disk, and other local information resources. As a user evolves a personal ontology of tags,
conceptual clusters form around those tags, aggregating a multitude of information resources according to
the needs and habits of each user.
When a particular user tags some website and notices that others have also tagged the same website, one
opportunity for LIW occurs when a user visits the bookmarks of other users. The opportunity for learning is
1
IRIS: http://www.openiris.org/
2
CALO: http://calosystem.org/
3
Tagomizer: http://www.ai.sri.com/software/Tagomizer
4
CALO is an acronym for “Cognitive Assistant that Learns and Organizes.” CALO’s name was also inspired by the Latin
word calonis, which means “soldier’s servant” and conjures an image of Radar O’Reilly from the M*A*S*H TV series.
5
DARPA’s PAL program: http://www.darpa.mil/ipto/programs/pal/
6
delicious: http://del.icio.us/
predicated on similarities in thinking patterns among users and the fact that various users might bookmark
websites unknown to others. In this paper, we describe Tagomizer, subject maps, knowledge
representation, federation of knowledge through subject maps, and integration of all of those with semantic
desktop applications. We will show that LIW can be facilitated by the emergence of what we call
wormholes [2], links between different world views. We will show how the term subject-centric federation
occurs when information resources that can be shown to describe the same subject are merged. We will
show that wormholes can emerge when subject-centric federation of different world views brings together
ideas expressed in different ways by different people. In some sense, subject-centric federation is a natural
process inherent in social bookmarking websites; when integrated into a semantic desktop framework,
social bookmarking tools become the foundation of subject-centric federation of personal knowledge assets
with information resources found everywhere on the web.
2. Subject Mapping and Subject-centric Federation
The term “subject map” refers to the name given to implementations of the Topic Maps Reference Model
(TMRM)7. This paper sets out, by means of an explanatory use case, to describe particular ways in which
subject maps can add value to traditional knowledge representation (KR) methodology and applications.
When comparing subject mapping to traditional KR methodologies for performing knowledge organization
and representation, consider that there are at least two separate dimensions along which discussions occur,
and from which the scenario presented here grows. At the most abstract level, we consider two primary
dimensions:
• Discussions of Problem-solving systems (i.e., question answering)
• Discussions of Understanding systems (i.e., federations of disparate world views)
Problem-solving systems are well known among the important work going on in the AI and KR
communities. Understanding systems might be thought to be a subclass of problem-solving systems, and
they can very well be modeled as such.
An illustrative sketch: if one explores online resources with a personal medical problem in mind, one
goal is to find a diagnosis of symptoms entered into an online query form. That would be a problem-solving
scenario where one is most interested in ridding oneself of some visitation, really just looking for a
diagnosis and prescription, perhaps a second opinion. Another mindset, one frequently the case for
students, curious people, and others, is that of understanding the field. A description of symptoms might
lead to links to a variety of resources, some of which include research reports, books on medical topics, and
other resources aimed at deriving deep understandings of the nature of a visitation. In this scenario, one
might be less interested in a single, thought to be accurate answer to a question, and more interested in a
range of world views. There is ample reason to believe that both mindsets are important and worthy of
continued inquiry8. Humans will always need answers and they will need understandings to go with those
answers.
Aligned with the understanding dimension, our work seeks ways in which heterogeneous world views, as
expressed in database schema, ontologies, stories of all kinds, can be federated. We label this process
subject-centric federation. When we use the term federation, we distinguish that from integration and
fusion, two well-used terms in the database and ontology fields. We think in terms of lossless merging.
That is, federation, as we will describe the process here, involves merging information resources without
loss of information from either of the merged resources. To anticipate, subject-centric merging only permits
merging where the information resources are determined to be representations of the same subject. Thus,
subject identity and the practices of subject identification are core considerations in this work.
This paper lays out an illustrative example that supports a particular set of claims. The claims are these:
1. Subject-centric federation of heterogeneous information resources is useful and appropriate for
understanding (as compared to specific question answering).
2. Subject-centric federation requires close attention to the details of subject identity and to the rules
or axioms appropriate to merging same-subject resources.
7
TMRM: http://www.isotopicmaps.org/tmrm/
8
Inquiry: more and more people with serious diagnoses are turning to the web for second opinions and
deeper understandings.
3. Subject-centric federation leaves intact the messages or representations available in each federated
resource.
4. Subject-centric federation is not a process of deriving semantic equivalence among federated
resources; it is possible to federate resources that carry contradictory messages.
5. Subject maps, the paradigm, provide a working framework on which subject-centric federation
can be facilitated.
6. Subject maps are an extension of any of a variety of traditional, well-developed KR methods.
Simply stated, subject-centric federation demands that, when two information resources, as, for instance,
ontological entities or information resources, can be shown to describe or refer to the same subject, then
they must be merged into a common representation container we call a subject proxy. A subject proxy
serves as a container that marshals all descriptions, all references, and all stories that relate to a particular
subject. The process requires that there can exist only one subject proxy in a given subject map for each
subject.
3. Social Bookmarking as an Example of Federation
We describe Tagomizer as an illustration of the processes involved in subject-centric federation when
social bookmarking occurs in a framework that supports subject-centric knowledge representation and
organization.
3.1 Tagomizer
Tagomizer is built as an application of a subject map provider called TopicSpaces. Tagomizer exists as a
test-bed for exercises in learning in the wild experiments with the CALO project at SRI. Figure 1 shows
some of the author’s bookmarks at Tagomizer. The program, together with TopicSpaces, is written in Java
and will be available to the open source software community.
Figure 1. Tagomizer
Tagomizer is an application of TopicSpaces, a subject map provider described below. The application
includes a servlet web interface, and an XML-RPC9 web services interface for communications with
CALO.
3.2 Social Bookmarking
Social bookmarking is facilitated through web-based portals that accept user-created tags in relation to
specific web resources. Web resources are identified by the URL and by a brief descriptor of the resource
(web page). Users link tags, typically in the form of single words or multiple-word phrases, to web
resources through the medium of a bookmark. Thus, the ontology involved in social bookmarking includes
the following classes:
• Users
• Web resources
• Tags
• Bookmarks
The relationships entailed by the bookmarking process include
• Users create bookmarks
• Bookmarks are created by users
• Users create tags
• Tags are created by users
• Users select web resources to bookmark
• Web resources are selected by users
• Bookmarks are associated with web resources
• Web resources are associated with bookmarks
• Tags are associated with bookmarks
• Bookmarks are associated with tags
Relationships exist between tags and resources. The classes and relationships (subjects) generated by
bookmarking are illustrated in Figure 2 where one particular tag has satisfied the needs of two different
users for two different resources.
User A Resource 1
Bookmark A
Bookmark B
Tag User B Resource 2
Figure 2. Generalized View of Social Bookmarking
The process of social bookmarking typically follows these sequential events:
1. User visits a webpage
2. User decides to “bookmark” the page
9
XML-RPC: http://www.xmlrpc.com/
3. User applies a bookmarklet10 to transport the chosen webpage and a brief description of it
(the page’s title and URL) to Tagomizer
4. At Tagomizer, user assigns some tags to the bookmark, where tags serve as reminders for
later search and retrieval of the bookmarks, and for the formation of community links
through those tags. The user can optionally include notes or comments, which can
include information copied from the bookmarked webpage.
In this scenario, there are several subjects at play. Those subjects are associated with the following:
• The created bookmark itself, which is identified by the pair:
• The bookmarked resource itself, which is identified by its URL
• The tags themselves
• The user as a particular individual
To that list of subjects, we must consider other subjects. For instance, the user’s intentions, as expressed
in the choice of tags assigned to a bookmark, can imply other semantics, other subjects at play. The list of
subjects grows.
• The subject(s) of the bookmarked resource; the intentions of the bookmarked resource are found in
the subjects presented there, and are not explicitly captured or represented in the bookmark.
• Implied semantics of the tags. Some tags might be simple random (promiscuous) choices of words
or phrases to suit the whims of individual users. Other tags might serve some intended ontology.
That is, a user might be working from a particular tag ontology, as might be the case with a
community of CALO users.
Given that there are subjects covered in the bookmarked resources that, in some cases, are reflected in
potential semantics of tag names used, working with subject-centric representation system offers the
advantage of providing a uniform framework into which additional subjects can be harvested and
represented. To fill out this picture, consider, for instance, Resource 1 in Figure 2. Let us substitute some
“real” values. Resource 1 is actually Matthew West’s publications page 11. Of course, the lone tag in Figure
2 might be named, say “ISO18876”. If that tag happens to carry a semantic meaning associated with those
publications, then we might expect that Resource 2 just happens to be another resource that also deals with
the same standard (Figure 3). Choice of tag names can have significant payoff as taggers evolve
languages12 of reminding through semantic ties with the subjects they tag.
User A Resource 1 ISO18876
Bookmark A
Bookmark B
Tag User B Resource 2
Figure 3. Adding Subjects
10
bookmarklet: a tiny javascript snippet that behaves as a carrier of bookmark information. Bookmarklets
are typically installed at the browser as a button. Click the button when visiting a webpage to start a new
bookmark.
11
Publications: http://www.matthew-west.org.uk/Publications.html
12
Languages: http://weblog.infoworld.com/udell/gems/delicious.html
As Figure 3 illustrates, the specific subject of “ISO18876” appears in the graph. We will say, for
illustration, that this subject was first harvested from Resource 1, then found to be one of possibly several
subjects in Resource 2. We surmise, again for purposes of illustration, that User A made the first tie
through the tag to the ISO standard, and User B later found a different resource that covers the same subject
(the ISO standard) implied by the tag; the tag was reused by User B to remind of the same subject.
By any of several means, it is possible to harvest new subjects from bookmarked resources. Harvesting
methods include
• Fully automated harvesting using combinations of indexing, clustering, and text analysis tools
• Human-entered subjects by means of New Subject forms, perhaps along the lines of Wikipedia
creation of new chapters
• Combinations of automated harvesting of subjects coupled with human refinement of subject
identity properties, that is, collaborative filtering of harvested subjects.
Each new subject added to a growing subject map becomes, itself, a binding point for further harvesting,
linking to other bookmarks and to resources not yet bookmarked. In the Tagomizer example above, some
level of federation of the world views of users is happening through the semantics of tags chosen. Consider
the case where User A notices that User B used the same tag to bookmark a related resource. There is a hint
that User B might be thinking along the same or closely related lines of inquiry, so User A decides that it
might be useful to explore User B’s other bookmarks. This is an instance of learning in the wild; in some
sense, a wormhole has been opened between User A and the universe of thoughts of User B just through
that single tag. In some sense, the personal ontologies of User A and User B were merged at that tag. User
B, of course, enjoys the same opportunity to explore User A’s bookmarks. We have more to say about
merging and wormholes below
4. TopicSpaces—A Subject Map Provider
TopicSpaces is best described as a framework for representation of subjects. The representation scheme is
that of properties and values, key-value pairs. As we will show below, those key-value pairs can be
considered to form frame-like structures [8]. We interpret the TMRM to be a kind of recipe for the
architecture, but not the fabrication of subject maps. That is, the TMRM specifies a means by which those
ontological commitments necessary to fabricate a subject map are disclosed, but does not specify which
commitments to make. TopicSpaces serves as a framework on which many different disclosures can be
made. Disclosures are called legends. TopicSpaces provides a library of pre-defined subject property
classes, and leaves room for the creation of new property classes where necessary.
Figure 4. TopicSpaces Architecture
Figure 4 provides an architectural overview of TopicSpaces. TopicSpaces is a subject map provider
(SMP) based on the TMRM, with a core ontology (see Figure 5) that permits the creation of a range of
subject maps, including those that can federate ontologies. The SMP includes an extensible library of
agents, each of which can be engaged in some specific task. Tasks include subject-centric merging within
the subject map, web harvesting to locate additional information related to specific subjects, and content
management.
A core ontology is necessary for TopicSpaces to serve as a framework. The existence of that core
ontology does not limit, in any way, the kinds of ontological commitments various legends can disclose; it
merely serves as a library of potentially useful property classes, and convenient anchors for legends as they
are created. Legends can come in many varieties. For instance, a particular legend can specify how people
are to be identified, or how biomedical subjects are to be identified, and how subjects are to be merged
using the disclosed properties. Tagomizer provides an instance of a particular legend.
Figure 5. TopicSpaces Portal Architecture
TopicSpaces, itself, is very much a work in progress. The version of the system used for the Tagomizer
work is implemented as a relational database with three tables: subjects, properties, and property values.
The most recent version is implemented using the Apache Jackrabbit13 version of the Java Content
Repository (JCR)14. Jackrabbit provides a graph-based architecture consisting of nodes and properties,
coupled with a variety of services including transactions, locking, version control, indexing, and a variety
of harvesting tools. In the following section, we sketch how TopicSpaces represents knowledge using
Jackrabbit’s nodes and properties. We will show that the TMRM allows us to view KR in light of well-
understood principles of frame-based methodologies. The TMRM dispenses with a predefined commitment
to the ontology of XTM15 or the TMDM16, and is neutral in terms of the means by which any subject map is
constructed, so long as certain disclosure requirements are met. XTM and the TMDM remain important to
the topic mapping community; the TMRM offers alternative KR opportunities where they are deemed
necessary.
4.1 Frame-based KR in TopicSpaces
We do not intend to survey the entire KR field here. Rather, we provide a brief sketch of frame-based KR
in order to establish working visual and textual vocabularies with which to describe subject-centric KR and
to explore federation of world views. Much of the frame-based KR discussion following is inspired by the
Open Knowledge Base Connectivity (OKBC) specification [3]. This discussion applies directly to the
representation system implemented in TopicSpaces. In this discussion, the terms subject map and
knowledge base are considered interchangeable.
In the most general terms, the objects (entities, concepts,…) of any universe of discourse are represented
by statements describing properties (also called attributes) of the object together with the values those
properties take. For instance, a particular person will have a name, a birth date, and various other
properties, each of which has one or more values, depending on the type of the property.
13
Jackrabbit: http://jackrabbit.apache.org/
14
JCR: http://jcp.org/en/jsr/detail?id=170
15
XTM: http://topicmaps.org/xtm/
16
TMDM: http://www.isotopicmaps.org/sam/
Most KR projects take place within the context of some means by which the artifacts of the project–the
representations created by the project–are persisted in some database. For that reason, there is another
property of each object in the universe that is the identity of that object within the database. We call that
property a locator and the value of that property must be unique at least within the database. We now
describe a fragment of a knowledge base that contains entries regarding a particular person, and we will do
so in a stylized frame-like representation. We will also represent a fragment of a taxonomy as it might
appear in a real knowledge base. We first define three frames, one to establish a descriptor of a class of
entities, and one to describe a subclass, and one to describe a particular instance of that subclass. Each
frame contains named properties and their values, also called slots. Slot values starting with “#” are local
references to other frames within the database.
locator: 123455
name: Class
psi: http://www.topicspaces.org/psi#Class
locator: 123456
name: Person
subClassOf: #123455
locator: 58989859
name: Susan Sixpack
instanceOf: #123456
birthdate: 01/21/1988
In each of these frames, the properties of the object, slots, are noted by being indented from the base
frame locator. In some frame notations, it is possible to express meta-properties, or properties of the
properties. Typical meta-properties include cardinality of the slot, data types, domain, and range. There
have been two distinct ways in which to define these meta-properties. One way is to define each slot with
its own frame, as, for instance:
locator: 124767
name: Slot
locator: 12469
name: date
locator: 124768
name: birthdate
subClassOf: #124767
valueType: #12469
Another approach has been to apply metadata directly to the slot, called facets. Let us illustrate facets by
adding facets to the Susan Sixpack frame. First, we define the facets as frames:
locator: 8989
name: marriedName
locator: 8990
name: maidenName
locator: 58989859
name: Susan Sixpack
nameType: #8989
name: Susan Jones
nameType: #8990
instanceOf: #123456
birthdate: 01/21/1988
In this illustration, we note that this individual has two different names, the name she was given at birth,
and the name she chose to take when she married. To establish a working vocabulary for this discussion,
we call this particular kind of metadata scopes. Thus, we have scoped her two names with the context in
which they are valid.
TopicSpaces applies this same representation scheme to the construction of subject maps. What is
missing from this example? Simply this: the definitions of some slots themselves, e.g. “name”,
“instanceOf”, and “nameType” are not defined. The TMRM requires that all properties types used in a
subject map must be treated as subjects, defined (e.g. with frames as above), and disclosed to those would
make use of a subject map that includes those properties.
4.2 Subject-centric KR in TopicSpaces
Subject-centric KR posits that all entities existing within a particular universe of discourse are subjects. In
the social bookmarking use case, the four enumerated classes are subjects, and each of the relationship
kinds is also a subject. Each instance of each class is also a subject as is any individual relationship formed
between each two class instances. Treating each entity as a unique subject requires that we provide for the
unambiguous identification of each subject in the universe. Since users will continue to add instances to
those subjects through bookmarking processes, subject identity processing takes a central role in
maintaining the integrity of the growing knowledge base.
Establishment of subject identity properties is a requirement of the TMRM. In the trivial example above,
a legend might specify that, for females, maidenName and birthdate are sufficient subject identifiers. A
merging rule would compare those two values for detection of subject sameness. The same legend would
specify that a psi (published subject indicator) is sufficient for identity of ontology entities such as Class,
psi, and birthdate. In a subject map, all properties (slot types, in this case) are declared as subjects
themselves. Best practices in subject identity appears to be a large field of inquiry, well beyond the scope
of this paper.
5. Subject-centric Federation
Here, we consider federation of formal ontologies, but the discussion applies equally as well to the informal
world of Folksonomies and less formal means of expressing world views. Implicit in this discussion is a
contrast with ontology integration or semantic integration in the traditional sense where semantic
equivalence is a goal. To anticipate, the achievement of semantic equivalence is not a goal of ontology
federation as discussed here. Semantic equivalence, as used here, implies finding the same meanings.
Consider a trivial example: two agents have analyzed the same scene. One agent determines that the scene
describes a non-threatening situation. The other agent determines that the scene describes a serious threat.
Subject-centric federation demands that the work product of both agents be merged as descriptions of the
same subject, even though each analysis carries a completely different message. Merging for semantic
equivalence would call for domain experts to make judgments and weed out the unacceptable analysis;
subject-centric merging avails all world views, no matter how contradictory they might be.
Subject-centric federation of world views is defined as the process where heterogeneous world views are
brought together “under the same umbrella”. Federation involves this bringing together, and subject-
centric federation demands that, where elements of different world views can be shown to be
representations of the same subject, then those elements must be merged into a single knowledge base
element that, alone, represents the particular subject, and that contains each of the merged statements in
essentially its original voice. We use the term voice to mean that the re-representation process that occurs
during merging does not alter the messages conveyed in the original representations.
In the simplest form of federation of two subjects, each representation (e.g., subject proxy, frame) is
known to refer to the same subject, but each gave the subject a different name. Each representation is then
merged into a single representation. If, for example, each representation is an ontology class from different
ontologies, then each name in the merged representation is scoped to reference its source. In that manner,
traceability to the original source is always preserved. Through that traceability, we say that wormholes17
emerge. Wormholes are hypothesized to be topological features in space-time that constitute a shortcut
between regions (Figure 5). We believe that, when different world views are federated on a subject-by-
subject basis, different stories captured in same-subject representations offer shortcuts, through scoping, out
to other world views.
17
wormhole: aside from the enormous body of literature, both fictional and nonfiction, I credit first use of
the term in relation to source traceability in merged ontologies to Patrick Durusau. In [3], Patrick credits me
with first use. It doesn’t matter. Neither of us was likely the first user of the term in this context.
Figure 5. Wormhole Analogy18
Another way to look at federation is that of intersecting universes of discourse (Figure 6). The figure
depicts scoping links into larger elements of each universe of discourse brought together in the subject
proxy.
Figure 6. Intersecting Universes
As far as subject maps are concerned, all elements of each universe of discourse are represented with
subject proxies (Figure 7). That is, each element in an ontology is, in fact, imported into a subject map,
where merging is performed on those subject proxies that are found to represent the same subject. In
Figure 7, we see that the nodes labeled “C” and “N” happen to be merged, and wormholes out to nodes “D”
and “M” are created.
Following importing several ontologies, it is reasonable to expect that disagreements will be voiced both
for lack of merging where there is belief that two subjects are the same but not detected during merging,
and where subjects were merged and are believed, by some, to not be representative of the same subject.
New information always enters a universe of discourse when disagreements lead to thoughtful discussions.
Any web portal assigned to federation of heterogeneous world views should be expected to facilitate
thoughtful discussion and even revisions to the subject map where consensus is achieved.
18
Wormhole: image by Leslie Pound
Before
M
M
N
P A C+N
P
B
D
A C
B
D
After
Figure 7. Ontology Federation into a Subject Map
6. Related Work
We limit this section to work related to semantic integration, federation, or fusion as the terms most often
used in the literature. Perhaps the largest area of work in AI and KR has been that of the search for
semantic equivalence, the quest to merge information resources that carry the same meanings. Subject-
centric merging, as stated earlier, uses subject identity equivalence rather than semantic equivalence as the
metric for merging decisions. An example of that is GLUE [9], a program that calculates similarity
measures among resources in ontologies.
A kind of federation of information resources with topic maps on the web is an ongoing project [10],
where multiple topic map portals are interconnected. That work describes a federation of portals, which
contrasts to our federation of individual subjects into a single subject map.
Our claim 2 that subject-centric federation calls for close attention to the details of subject identity
suggests examination of subject identity practices in traditional KR. We find useful support in [11], “Object
Co-identification on the Semantic Web”:
“For any two parties to exchange data about an object, they need to have a mutually
comprehensible reference for that object. Common names (or URIs) are one kind of mutually
comprehensible reference. Extant work on the Semantic web ([]) is based on the assumption that
standardized ontologies will provide these common names, so that everyone can use the same
name for everything. We believe that this assumption is overly optimistic.”
The paper [11] then goes on to describe a solution to the subject identity problem in the form of
Discriminant Descriptions. A discriminant description is a formula constructed around keys and values.
Opportunities for probabilistic matching are discussed.
In the commercial field, we find further interest in attention to subject identity. For instance, from [12]:
“As we have seen, chunks of information that lack structure or have too rigid a structure tend to
live in isolation, unable to discover and bond with others to create new information. What’s
required is a data-structure that provides unmistakable identity for every chunk of information but
also facilitates flow and fusion.”
We found evidence of interest in our claim 4 in the literature. From the abstract in [13], "Non-destructive
Integration of Form-based Views":
“The main idea of our approach is to keep the original views intact and to specify constraints
between overlapping structures. For reasoning over constraints, we provide a set of inference rules
that allows not only to infer implied constraints but also to detect conflicts.”
The Harvard Law School has created H2O Playlist19, a subject-centric tagging portal:
“An H2O Playlist is a shared list of readings and other content about a topic of intellectual
interest. It is a simple yet powerful way to group and exchange useful links to information–online
and offline.”
7. Discussion
Taxonomies: Not as boring as you think...20
Promiscuity is the practice of making relatively casual and
indiscriminate choices.21
We first introduced the notion of federation to semantic desktops in [4], where we described a mismatch
that comes into existence between users of semantic desktop workstations that are built on top of ontologies
crafted by others. We labeled that situation Just For Me, with the explanation that workstations are crafted
to support the productivity needs of individuals who already have deep-seated habits and ways of knowing.
Those ways of knowing are often quite different from those of the ontologists and workstation designers.
We showed how a subject map provider could serve as a kind of interlingua where the needs of the
ontologists, maintenance of semantic interoperability between workstations, are federated with those of the
users, creation of work products which include meeting plans, documents, content archival and retrieval,
and more.
Just as the internet and web are founded on open source and creative entrepreneurship, Web 2.0 is
bringing out even larger elements of creativity. With new user interface tools such as AJAX22 to turn web
browsers into powerful knowledge workstations, new ways are emerging to represent, manage, and present
artifacts of human knowledge. Richard Dawkins first coined the word meme in his book The Selfish Gene
[5] and later used the term to refer to any cultural entity (such as a song, an idea or a religion) that an
observer might consider a replicator23. People continue to expand on application of that word and its
extensions. For instance, memography is the subject of a wiki24 where they say
“Memography is our name for a simple three-step technique for tagging web pages that allows you
to find them again with high precision and recall by leveraging the incredible full-text search
databases of today's search engines - what Memography calls a memetic search.”
At memography.org, as at many other online locations, people are talking about tagging as a means of
forming associations with different subjects. Why tagging? Some might say tagging is messy. Here is what
David Weinberger has to say about messy at his Journal of the Hyperlinked Organization25 (JOHO) talking
about his forthcoming book Everything is Miscellaneous:
“As discussed in previous issues of Joho, the book pretends there are three orders of order. In the
first, we organize the objects themselves. In the second, we separate the metadata from the data
and organize the metadata (e.g., a card catalog). In the third order, the data and metadata are both
digital, so we can come with new ways of organizing them free of the constraints of the physical.
Chapter 8 begins by saying that messes in the first two orders are inefficient and make life worse,
but in the third order, a messy pile with lots of implicit and potential relationships within it
actually reverses entropy. The pile itself can stay messy as different people organize the metadata
as they want. For example, if our family photos are in a messy pile, we can't find anything easily.
If my wife wants to organize them by year and I want to organize them by person, one of us has to
lose. But, we can each organize our digital pile of digital photos the way we want without actually
19
H2O Playlist: http://h2obeta.law.harvard.edu/home.do
20
Taxonomies quote: author unknown – http://finance.groups.yahoo.com/group/TaxoCoP/
21
Promiscuity: restricted definition found at http://en.wikipedia.org/wiki/Promiscuity
22
AJAX: http://en.wikipedia.org/wiki/AJAX
23
Quoted from http://en.wikipedia.org/wiki/Meme
24
Memography: http://www.memography.org/index.php/Main_Page
25
JOHO quote: http://www.hyperorg.com/backissues/joho-jul23-06.html#book
rearranging the digital photos at all. The more metadata attached to the photos and the more
relationships discerned among them, the more potential for fruitful ways of organizing it.”
Perhaps, the more tags placed in a public digital universe the better. From recent discussions about
promiscuity, some theories suggest that promiscuous sexual behaviors are good for the gene pool. Could
we regard such theories as metaphors, mapping them into the world of memetics and conjecture that
promiscuous tagging might prove valuable to the meme pool? Given the suggested emergence of
wormholes between and among a diverse universe of taggers, it is reasonable to conclude that tags don’t
even have to be thoughtful or “correct” in any semantic sense. They simply need to be seductive in the
sense that they attract a diverse audience to wonder what might be behind their existence, and follow the
trails created by the tagging framework.
What, then, is the relationship between semantic desktop platforms and a messy universe of tagged
information resources? There are many dimensions along which answers can be found for that question.
Let us restrict this discussion to one particular dimension. That dimension is related to David Weinberger’s
comment: But, we can each organize our digital pile of digital photos the way we want without actually
rearranging the digital photos at all. If we take a semantic desktop platform as a personal database qua
workstation, we see immediately that the marriage of semantic desktops with Web 2.0-enabled subject map
portals provides the necessary ingredients for individuals to manage federation of information resources in
any way they choose without affecting the organizational behaviors of others.
Semantic desktop platforms built around subject map providers enable a kind of knowledge
representation and knowledge organization suited to personal arrangement of views, including taxonomic
views. Consider Tagomizer. Right now, as a web portal, Tagomizer, like “delicious” and some other social
bookmarking websites, provide access to one particular kind of view. That view is known as a “pivot” view
—also referred to as pivot browsing [6], where one is able to pivot around any of three dimensions, each
centered on the bookmark object itself. Those dimensions are users, tags and bookmarked (tagged)
information resources. Not available are other dimensions associated with each of those dimensions. That
is to say, there are perhaps an infinite number of dimensions along which social bookmarking portals could
provide views, but those views are not available. Consider users, those who do the tagging. What else can
we know about them? At Tagomizer, we only know about their bookmarked resources and tags. Consider
the bookmarked information resources, typically restricted to web pages. What else can we know about
those resources? Indeed, what subjects are discussed at those web pages? What can we know about those
subjects?
Since Tagomizer is built as an application using a subject map provider the program can and will
eventually support more kinds of views. Bringing Tagomizer to that capability is the subject of present and
planned work. Mirroring that capability in IRIS is also the subject of present and planned work. IRIS will
become one of the first open source semantic desktop platforms to use a subject map provider as its core
knowledge base. That knowledge base will remain coupled to the CALO ontology to maintain semantic
interoperability among CALO platforms.
The value proposition behind CALO, largely available in CALO’s semantic desktop workstation IRIS, is
based on the notion that a framework is available on which individuals can organize their personal
knowledge assets and bring them to bear on their day to day activities. A value proposition is only that, a
proposition. It is up to users to utilize those facilities on which the value proposition is based. As we said
here and elsewhere [2],[4], the many different ways in which knowledge is represented and organized can
be federated under a subject-centric framework, one that facilitates individualization of a user’s workspace
without affecting the views of others.
Subject-centric federation, as a technology, is difficult to discern as different from integration processes
already in practice in the KR communities. The process described here is different more by degree: while
the few cases we find in the literature that acknowledge subject identity to be important to resource
merging, none pay attention to the nature of subject identity to the degree that is supported by the TMRM.
We do not claim that subject-centric requires the facilities of a subject map provider; indeed, many of the
present and historical means of knowledge organization and representation can be adapted to a subject-
centric framework through enriched representations of subject identity. We do claim that subject-centric
representation and organization facilitates federation of heterogeneous information resources, the
emergence of opportunities for chance discovery [7], and the potential for increased productivity.
8. Future Work
We are presently using Tagomizer as a stand-alone application on the web. Tagomizer is providing CALO
developers with an opportunity to collaboratively tag websites related to various projects in which they are
engaged. Some of those projects include the development of CALO itself. As a machine learning platform,
CALO uses a web-services interface to query Tagomizer to collect and marshal new information for the
user’s benefit.
In future work, we plan to integrate TopicSpaces directly into the IRIS platform as a wrapper for the
CALO ontology. As an ontology wrapper, TopicSpaces will serve our Just For Me objective by providing
for federation of users’ world views with those expressed in the ontology. At the same time, the Tagomizer
application installed in IRIS will allow users to tag the various information assets IRIS supports.
In the case where IRIS interacts with web portals of various kinds, IRIS will be able to share some of the
Tagomizer bookmarks created locally with public portals. Public websites bookmarked locally are a likely
candidate, but other resources could be shared depending on community needs.
9. Acknowledgments
This work was supported by the Defense Advanced Research Projects Agency (DARPA) under Contract
No. NBCHD030010. Any opinions, findings, and conclusions or recommendations expressed in this
material are those of the authors and do not necessarily reflect the views of DARPA or the Department of
Interior-National Business Center (DOI-NBC).
This work has benefited greatly from interactions with Patrick Durusau, Steve Newcomb, Vinay
Chaudhri, Adam Cheyer, Simon Buckingham Shum, Douglas Bowden, Glen Haydon, Richard Fikes,
Joshua Levy, Eric Yeh, Annette Kramer, and Mark Szpakowski. Joshua Levy collaborated on the design
and fabrication of Tagomizer. We thank the anonymous reviewers for valuable comments.
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