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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Semantic Preventive Conservation of Cultural Heritage Collections</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Efthymia Moraitou</string-name>
          <email>e.moraitou@aegean.gr</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>John Aliprantis</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>George Caridakis</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>University of the Aegean School of Social Sciences, Department of Cultural Technology and Communication</institution>
          ,
          <addr-line>Mytilene</addr-line>
          ,
          <country country="GR">Greece</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Semantic knowledge has been proven to be rather efficient on the data management of Culture Heritage domain. Conservation is an important aspect of museum management cycle aiming to preserve cultural heritage objects in the best possible condition for future generations. Since cultural objects are susceptible to environmental changes, sensor data could be of significant importance in automatic environmental monitoring and possible conservation issues. Recently, many approaches have included the SSN (Semantic Sensor Network) ontology in their domain knowledge representation and relevant applications. In this work, we merge the SSN using the CORE (Conservation Reasoning) ontology, an ontology which is based on empirical analysis, scientific knowledge and existing vocabularies of the conservation domain. Incorporating many of the existing properties of both ontologies and proposing additional ones, we integrate the majority of SSN classes in the CORE ontology, creating a new merged ontology that combines conservation procedures data and rules with sensor and environmental information. Furthermore, we create ontology-based rules, using the SWRL (Semantic Web Rule Language), in order to express preventive conservation guidelines and rules based on sensor and object current data.</p>
      </abstract>
      <kwd-group>
        <kwd>Conservation Reasoning</kwd>
        <kwd>SSN Ontology</kwd>
        <kwd>Ontology Integration</kwd>
        <kwd>CIDOC CRM Development</kwd>
        <kwd>Cultural Heritage</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Artworks conservation is an important process of museum collection management
cycle, aiming to preserve it in the best possible condition for present and future
generations [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Conservation procedures1, such as examination, analysis, diagnosis,
preventive or active conservation, require the consistent documentation of diverse
information which the museum must organize, manage and potentially share. Furthermore,
conservators and scientists of the conservation domain must be aware of related
information in order to reach conclusions and take decisions relevant to their work [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].
1 Conservation embraces preventive conservation, remedial conservation and restoration.
      </p>
      <p>
        While the major part of information is generated by the scientists of the domain of
Cultural Heritage (CH) conservation, as a result of their observations and activities,
there are also valuable data which are produced by sensors or sensor networks in the
context of preventive conservation activities. Preventive conservation2 includes
indirect actions taken to avoid and minimize future deterioration of artworks and
collections and therefore is related to the management of environmental conditions [
        <xref ref-type="bibr" rid="ref1 ref3">1, 3</xref>
        ].
      </p>
      <p>
        Nowadays, metadata standards and schemes, as well as the mapping between them,
facilitate the structural and syntactic interoperability and therefore the information
organization, search and retrieval of the CH conservation domain [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. An approach of
ontology-based knowledge representation could create a context of intelligent
information management, defining concepts and their relations, as well as their use in the
semantic web [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ].
      </p>
      <p>
        Taking into consideration the above mentioned statements, semantic knowledge
and ontology-based rules could be efficient for the management of conservation
information and sensor data. Besides the creation of semantic and interoperable data,
the conceptual representation of domain knowledge could support the ontology-based
rules generation [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. The ontology-based rules could express preventive conservation
guidelines and rules, combining information related to objects’ condition state,
production materials and techniques, environmental conditions, damage mechanisms,
causes and results.
      </p>
      <p>Therefore, the use of ontology for artworks conservation and environmental
monitoring, as well as the expression of ontology-based domain rules which reflect the
knowledge of the discipline is considered beneficial. In the remainder of this paper
we first describe the information management requirements pertaining to artworks
conservation and monitoring, while we provide an overview of related work in the
area of conservation knowledge and semantic sensor data management (Section 2).
Thereafter we describe the integration between CORE (Conservation Reasoning) and
SSN ontology, as well as the expression of ontology-based rules (Section 3). Finally,
we conclude with a brief discussion of future trends regarding to the application of
ontologies and ontology-based rules in the domain (Section 4).</p>
    </sec>
    <sec id="sec-2">
      <title>Motivation and Related Work</title>
      <sec id="sec-2-1">
        <title>Documentation and Environmental Monitoring in the Conservation</title>
      </sec>
      <sec id="sec-2-2">
        <title>Domain</title>
        <p>
          Artworks and collections present features inseparable to their creation, use and
history, which are neither always known nor stable. All the original features and changes
must be examined and documented by the scientists of the conservation domain.
Detailed and accurate documentation in textual (reports) or visual (photographs,
diagrams, designs etc.) records is necessary [
          <xref ref-type="bibr" rid="ref7">7</xref>
          ]. However, different conservation
activities require different ways (analytical or brief) and modes of information recording.
Generally, the information material that scientists of conservation domain collect and
produce may refer to an object condition –before or after conservation treatment– and
2 Preventive conservation includes activities about the storage, handling, exhibition, packing and
transportation, the security and emergency planning.
pathology, production materials and techniques, applied conservation materials and
methods, analysis methods, as well as some administrative information [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ].
        </p>
        <p>
          In the context of preventive conservation, scientists often use sensors to monitor
and control some critical physical parameters related to the degradation of the
artworks. Sensors are small sensing devices which change their status according to
physical stimulus and can be attached to larger objects or specific location [
          <xref ref-type="bibr" rid="ref10 ref9">9, 10</xref>
          ].
Nevertheless it must be mentioned that the ideal atmosphere may differ for each item, or
group of items, according to their original materials and current condition state [
          <xref ref-type="bibr" rid="ref11 ref3">3,
11</xref>
          ]. According to the different cases and requirements, data loggers, as well as
sensors in wired or wireless sensor networks, have been used in different
implementations. The provided measurements can be downloaded to a computer and analyzed
from time to time, or in the case of networks communication, data flow from
lowpowered devices to high-powered systems (also called platforms) for further
aggregation and processing [
          <xref ref-type="bibr" rid="ref12">12</xref>
          ]. Additionally in potential ΙοΤ (Internet of Things)
architectures for museums, sensor data are transferred to a cloud by means of gateways [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ].
Commonly, the main environmental factors which are monitored are related to the
temperature and relative humidity, but in some cases sensors are used for the
detection of light and other forms of radiation, the pollution, the pests and the vibration
[
          <xref ref-type="bibr" rid="ref10">10</xref>
          ].
        </p>
        <p>
          The combination of documented information and recorded sensor data could
improve the conservation specialists’ work. In the short-term, the aforementioned
sustained supervision aims to the immediate detection of environmental changes.
Therefore, by using existing knowledge about an object feature it is easy to estimate
whether the condition is harmful, act accordingly and reduce the potential risk [
          <xref ref-type="bibr" rid="ref10 ref11">10, 11</xref>
          ].
Furthermore the long-term records of sensed data, in relation to other information
which have been documented during conservation procedures, may lead to useful
inferences about the relation between the material decay and its environment [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ].
2.2
        </p>
      </sec>
      <sec id="sec-2-3">
        <title>Conservation Information and Sensor Data Management</title>
        <p>
          Considering the amount and diversity of information related to conservation
procedures, high organization in a concept level is often required for its integration and
management. Conceptual Reference Model (CIDOC CRM) is a widely used ontology
for CH and conservation domain, though not always effective. It has been noticed that
the known information in a particular point of time during conservation
documentation, sometimes cannot be expressed by a CIDOC CRM entity [
          <xref ref-type="bibr" rid="ref13 ref14">13, 14</xref>
          ].
        </p>
        <p>
          Conservation is an interdisciplinary science, consequently it is useful to include
data models and ontologies of related domains, such as chemistry domain. In this
context OreChem data model and CRMsci (Science Observation Model) have been very
useful for analysis and examination [
          <xref ref-type="bibr" rid="ref15 ref16">15, 16</xref>
          ]. Nevertheless there are some domain
ontologies about conservation science and procedures. The Ontology of Paintings and
Preservation of Art (OPPRA) draws existing ontologies such as CIDOC CRM,
OreChem and OIA-ORE and aims at the description of chemical analysis/characterization
data [
          <xref ref-type="bibr" rid="ref17">17</xref>
          ]. Furthermore, PARCOURS is a domain ontology dedicated to conservation
and restoration domain [
          <xref ref-type="bibr" rid="ref18">18</xref>
          ]. Finally, CORE ontology extends CIDOC CRM with
concepts and relations about materials and techniques, condition state and
conservation processes of artworks, and particularly byzantine icons [
          <xref ref-type="bibr" rid="ref19">19</xref>
          ].
        </p>
        <p>
          Similarly to conservation information, sensor data may be difficult to be shared,
integrated and processed, in order to support knowledge extracting and reasoning
capabilities such as intelligent decision making. This is caused because sensor networks
are consisted of devices with increased heterogeneity which produce various types of
data and measurements. To overcome the lack of semantics in sensor networks,
semantic technologies are used to automatically annotate and enrich sensor data, add
semantic metadata and information and resolve the heterogeneous of sensor data [
          <xref ref-type="bibr" rid="ref9">9</xref>
          ].
In this direction Semantic Sensor Web (SSW) uses declarative descriptions of
sensors, networks and domain concepts to search, query and manage the network and
sensor data [
          <xref ref-type="bibr" rid="ref20">20</xref>
          ].
        </p>
        <p>
          Sensor ontology is one of the most important components of the SSW [
          <xref ref-type="bibr" rid="ref20">20</xref>
          ]. In the
past years there have been developed general sensor ontologies, as well as ontologies
for more specific applications (such as CSIRO, CESN, OntoSensor etc). However,
there were problems in terms of the sensor ontology structure and the expression of
processes and systems’ composition. Therefore, the W3C Semantic Sensor Network
(SSN) Incubator Group proposed a more generic, field-independent model, the SSN
ontology. Developed from developers of the CSIRO, MMI and OOTethys ontologies,
the SSN addresses many of the problems in the older ontologies. The SSN ontology
integrates and upgrades the original ontologies with more detailed classification and a
wider range of generality [
          <xref ref-type="bibr" rid="ref20 ref21">20, 21</xref>
          ].
        </p>
        <p>
          As proposed in previous works the semantic sensor data can be connected with
domain concepts related to a specific scenario where the sensor networks are used [
          <xref ref-type="bibr" rid="ref9">9</xref>
          ].
This type of organization may be interesting in order to further analyze data and
verify its compliance with domain rules. A very similar idea has been proposed in
WISEMUSEUM project specifying art conservation rules [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ].
3
3.1
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Knowledge Semantic Representation</title>
      <sec id="sec-3-1">
        <title>Methodology and Tools</title>
        <p>
          The domain ontology for the representation of conservation domain knowledge and
sensor networks concepts was achieved with the integration of CORE and SSN
ontology. The CORE ontology builds upon and extends the CIDOC CRM ontology, while
is based on empirical analysis, scientific knowledge and existing vocabularies of the
conservation domain. The CORE ontology consists of a base of 11 classes, each of
which branch into subclasses with semantic consistency. CIDOC CRM top-level
classes capture the provenance information about an artwork while the CORE
extensions capture the domain related knowledge [
          <xref ref-type="bibr" rid="ref19">19</xref>
          ]. On the other hand SSN ontology
consists of 41 concepts and 39 object properties, and can describe sensors, the
accuracy and capabilities of such sensors, observations and methods used for sensing [
          <xref ref-type="bibr" rid="ref21">21</xref>
          ].
Furthermore, it is built around a central Ontology Design Pattern (ODP) describing
the relationships between sensors, stimulus, and observations, the
Stimulus-SensorObservation (SSO) pattern [
          <xref ref-type="bibr" rid="ref1">1</xref>
          ].
        </p>
        <p>
          CORE development and its integration with SSN entities are achieved with the free
open source software Protégé (Protégé Desktop version 5.2.0) of Stanford University
[
          <xref ref-type="bibr" rid="ref22">22</xref>
          ]. Entities attributes and inference rules were also included to support a finer level
of granularity for the domain. In some point the efficiency and consistency of the
ontology was tested by the reasoners “Pellet” and “Hermit”. In addition, rules which
express knowledge of the domain of preventive conservation were formulated in
SWRL rule language and were expressed through SWRL tab of Protégé.
3.2
        </p>
      </sec>
      <sec id="sec-3-2">
        <title>CORE-SSN Entities and Relations</title>
        <p>Considering the amount and diversity of information related to conservation
procedures, high organization in a concept level is often required for its integration and
management. In order to model conservation information and sensor data which
derived from monitoring of environmental conditions, CIDOC CRM, CORE domain
ontology and SSN sensors ontology were combined. CIDOC CRM is the
topontology which CORE entity extends, while the SSN entities are manually mapped
and integrated with the rest of the other two ontologies.</p>
        <p>CORE ontology is based on CIDOC CRM classes and furthermore includes
entities which aim to model more accurately the knowledge relating to artworks and
collections (a) physical and material structure, (b) pathology, (c) conservation
procedures, (d) environment and (e) information resources. Therefore, there are CORE
concepts which organize and represent types of measurement activities related to the
processes of monitoring and material analysis or modification activities related to
processes of sampling and conservation. Furthermore, there are concepts about
properties such as temperature, physical features such as types of material or structure
attributes and deterioration, information objects and so on. An interesting aspect of
CORE concepts structure is the fact that the entities about a damage cause,
mechanism and result are separately defined. Therefore, it is possible to capture the
information about what is observed and what is concluded or could potentially appear as a
consequence. Additionally, the aforementioned possible conclusions or consequences
in some cases were captured as axioms of the ontology.</p>
        <p>Some of these concepts are semantically related to the classes of SSN ontology. As
a result it was possible to integrate SSN classes in CORE structure either as
subclasses, for example SSN class ‘Stimulus’ is the subclass of ‘E5 Event’. Moreover
some SSN classes were defined as equivalent to some CIDOC CRM or CORE
classes, for example SSN class ‘Observation’ was equivalent to CORE class
‘Monitoring’, maintaining the semantic consistency. In Figure 1 the main integration and
correlation between SSN and CORE entities is presented.</p>
        <p>The logical association between the CORE and SSN classes was further achieved
by using the existing relations of the ontologies, as well as by adding some new. For
example, an object property was created in order to correlate the SSN class ‘Feature
of Interest’ with a CORE class which corresponds to a concept of object or place of
observation, such as ‘Site’ or ‘Work of Art’. Therefore, the object property ‘equals to’
and its inverse object property ‘is equaled to’ was added (Fig. 2).</p>
        <p>In order to test the scope and integrity of CORE-SSN ontology a number of
individuals of entities and object property assertions between them was created.
Therefore, some expressions related to the temperature monitoring of an exhibition hall
were captured. Particularly using the SSN classes and relations, alongside these of
CORE, we could define that the Exhibition Hall was observed, the property of
observation was specifically the temperature, the particular environmental factor of
Exhibition Hall was heat and that the stimulus by which the observation was originated was
triggered by heat change (Fig. 2). The above mentioned information tends to be more
expressive since it captures technical information about sensors function and
scientific information about environmental conditions. Moreover, these concepts and
relations could express the potential mechanisms which could be triggered and the
damages which could be caused, since the factors and phenomena concepts are included
in CORE conservation science ontology.
The aforementioned semantic organization of concepts and relations was used for the
definition of rules and therefore the generation of inferring information. Initially, we
formulated rules in order to further define the relations between concepts. For
example, in cases of temperature monitoring of a site, in particular an exhibition hall, it is
possible to use both the concepts of heat and temperature. However the first is
referred to the environmental factor while the second to its measured dimension.
Therefore, having defined some basic relations between individuals and formulating the
rule S1, we could have the inferring information that the temperature actually refers to
the heat of the place and that it was observed particularly by a temperature
measurement activity. Using the SWRL syntax, the above mentioned rule can be expressed as
shown in Table 1.</p>
        <p>Core:Heat (?h), core:Exhibition_Hall(?eh), sosa:Observation(?o), core:measured(?o,
?eh), core:Temperature(?t), core:has_environment(?eh,?h),
core:has_dimension(?eh,?t) -&gt; core:has_dimension(?h,?t),</p>
        <p>core:Temperature_Measurement (?o)
Activating the reasoner Pellet some useful information is inferred, according to rules
and relations. Particularly, the individual Observation1 whose type is the SSN entity
Observation, is inferred that can be equally be defined by the type
Temperature_Measurement which is a CORE entity. The aforementioned inference is due to
the fact that Observation1 is correlated to other individuals which verify the rule S1.
Therefore, SSN and CORE concepts can be equally used for the definition and
querying of relevant individuals.</p>
        <p>Moreover, the ontology-based rules could express preventive conservation
guidelines and rules, such as the definition of a temperature “set point” for a sensor of the
system. However, we have to take into account that in practice the set point for an
environmental factor may differ according to the needs and the general condition of
an item, group of items, site etc. For example, the below SWRL expression (S2) uses
the built-in atom “swrlb:greaterThan” to compare the temperature measurement of an
observation with a threshold (ex. 35 °C) and infer that there is a change in heat factor
(Table 2).
In the context of CORE ontology some axioms about the mechanisms and the results
of environmental changes had been formulated. For example, axioms have expressed
the fact that heat change triggers the physicochemical mechanism of heating and that
heating effects mechanical damage, such as swelling. Furthermore, the expressivity of
the ontology allows the definition of the artworks which may be exhibited in the place
under observation. The structure and production materials of the object can be
expressed with CORE entities and relations. Using CORE ontology classes and
relations, as well as the included axioms, we could formulate rules about the potential
impact of the heat change on the materials and structural layers of an artwork. For
example, we could correlate the potential damage of swelling, which is effected by
heating, with an artwork, which has a textile support layer.</p>
        <p>In this case, we used the CORE relation “has the tendency to” in order to express
a rule about the potential presentation of swelling on an artwork with textile support
(Table 3). The information that had been inferred, using the axioms and rules, about
the environmental change of the Exhibition Hall, the possibility of a damage
mechanism activation and the impact of this change on an artwork that is exposed in this
condition, could be useful in the context of querying in order to support
recommendations or decision-making.</p>
        <p>core:Work_of_Art(?w), core:places(?eh,?w), core:Textile_Support(?ts),
core:Exhibition_Hall(?eh), core:has_structural_layer(?w, ?ts), core:Swelling(?sw)
-&gt; core:has_tendency_to(?w,?sw)
Taking into consideration additional information about sensor measurements,
observations and samples, we can create a system which provides predictions about the
risks and deterioration of the objects regarding environmental conditions such as heat
and humidity.</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Conclusion and Future Work</title>
      <p>In this work, the CORE, an ontology for conservation domain, is integrated with the
SSN ontology in order to combine information about the artworks’ condition state and
environmental conditions, and express preventive conservation guidelines and rules.
In our approach, we integrate the majority of the SSN classes into the CORE structure
either as subclasses, or as equivalent to CORE classes, while also we use the existing
object properties of both ontologies and add a few new, to achieve the logical
association between them.</p>
      <p>
        The CORE - SSN integration is developed in the open source software Protégé,
and the reasoners “Hermit” and “Pellet” are used for rules implementation.
Nevertheless, further work is necessary for the validation of the integration and the testing of
the rules efficiency. Furthermore, in regards of the rule language, the SWRL syntax
was used at this stage, though other rule languages are considered to be tested as well
in the future, such as Jena Rule. It is probable that the requirements of real-time
processing, ontology’s complexity and the amount of the processed semantic data
could potentially lead to the use of a different rule language [
        <xref ref-type="bibr" rid="ref23">23</xref>
        ].
      </p>
      <p>Future research could mainly focus on the design and development of a
recommendation system that will provide users useful advices and suggestions based on the
semantic rules and information derived from sensor data and objects’ features. By
incorporating systems like Wireless Sensor Networks (WSN) and context-aware
services and using the CORE-SSN ontology approach, we aim in designing a
conservation system that automatically control environmental conditions according to sensor
data and support decision-making in compliance with art conservation rules and
semantic knowledge.</p>
    </sec>
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