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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Results of the HMatch Ontology Matchmaker in OAEI 2006 ?</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Silvana Castano</string-name>
          <email>castano@dico.unimi.it</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Alfio Ferrara</string-name>
          <email>ferrara@dico.unimi.it</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Gianpaolo Messa</string-name>
          <email>messa@dico.unimi.it</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>DICo Universita` degli Studi di Milano</institution>
          ,
          <addr-line>via Comelico 39, 20135, Milano</addr-line>
          ,
          <country country="IT">Italy</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>In this paper, we discuss our experience in testing the HMatch matchmaking system by means of the tracks proposed in the ontology alignment evaluation initiative of 2006 1. HMatch is a system conceived for the goal of ontology matching in open and distributed systems. It is based on linguistic and structural matching techniques for the evaluation of affinity considering concept names and concept contexts. The paper discusses the results that have been obtained and the possible improvements of the matching techniques in ongoing and future work.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>1.1</p>
    </sec>
    <sec id="sec-2">
      <title>State, purpose, general statement</title>
      <p>
        With respect to the different purposes of matching, the state of HMatch is the following:
– Schema matching. In developing HMatch, we started from the schema matching
functionalities of Artemis integration system [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. From Artemis we borrowed the
thesaurus-based approach for name affinity management, but we made a number
of extensions for matching linguistic features of ontology elements in order to rely
only on the WordNet lexical system, to provide a fully-automated matching
process. Furthermore, we have moved from the notion of structural affinity, typical
of schema elements based on attributes, to the notion of contextual affinity,
typical of ontology elements, based on semantic relations with explicit semantics, with
consequent development of suitable contextual affinity evaluation techniques.
– Version matching. Currently, we are extending HMatch towards version matching
in the context of the BOEMIE European Project [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] Specifically, we are
extending the tool to perform instance matching and to evaluate the differences between
different versions of the same ontology to support the evolution of multimedia
ontologies.
– Directory matching. HMatch can perform directory matching in the deep matching
model configuration, by considering taxonomic knowledge in the directory as
isa relations in all cases. However, directory taxonomic relations have a different
semantics (e.g., part-of , contain), and a manual pre-processing is required in order
to distinguish them in the matching process.
1.2
      </p>
    </sec>
    <sec id="sec-3">
      <title>Specific techniques used</title>
      <p>
        Given two concepts, HMatch calculates their semantic affinity value as the linear
combination of a linguistic affinity value and a contextual affinity value. The basic techniques
used in HMatch are linguistic and structure-based techniques that are applied to concept
names and contexts. For a more detailed classification of these and other techniques the
reader can refer to [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ].
      </p>
      <p>
        Linguistic-based affinity techniques. Linguistic techniques consider names of
ontology elements and their meaning. To capture the meaning of names for ontology
matching, a thesaurus of terms and weighted terminological relationships is exploited. In
HMatch, the thesaurus is automatically derived from the lexical system WordNet [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ].
The thesaurus is structured as a graph, where the nodes represent terms and the edges
represent terminological relationships. Terminological relationships represented in the
thesaurus are SYN, BT, NT, and RT. SYN (synonymy) denotes that two terms have
the same meaning. BT (broader term) (resp., NT (narrower term)) denotes that a term
has a more (resp., less) general meaning than another term. Finally, RT (related terms)
denotes that two terms have a generic positive relationship. A weight Wtr is
associated with each terminological relationship tr ∈ {SYN, BT/NT, RT} in the thesaurus.
Such a weight expresses the implication of the terminological relationship for semantic
affinity. Different types of relationships have different implications for semantic
affinity, with WSYN ≥ WBT/NT ≥ WRT. Given the thesaurus of weighted terminological
relationships, the linguistic affinity is evaluated by means of a term affinity function
A(t, t0) → [
        <xref ref-type="bibr" rid="ref1">0, 1</xref>
        ] which evaluates the affinity between two terms t and t0. A(t, t0) of
two terms t and t0 is equal to the value of the highest-strength path of terminological
relationships between them in T h if at least one path exists, and is zero otherwise. A path
strength is computed by multiplying the weights associated with each terminological
relationship involved in the path, that is:
      </p>
      <p>A(t, t0) =
maxi=1...k {Wt→int0 } if k ≥ 1
0 otherwise
(1)
where: k is the number of paths between t and t0 in T h; t →in t0 denotes the ith
path of length n ≥ 1; Wt→int0 = W1tr · W2tr · . . . · Wntr is the weight associated
with the ith path, and Wjtr , j = 1, 2, . . . , n denotes the weight associated with the jth
terminological relationship in the path.</p>
      <p>
        Structure-based affinity techniques. Structure-based techniques consider properties
and concepts directly related to a concept c through a semantic relation in an ontology.
Given a concept c, we denote by P (c) the set of properties of c, and by C(c) the set of
concepts that participate in a semantic relation with c (namely, its adjacents). The
context of a concept in HMatch is defined as the union of the properties and of the adjacents
of c, that is, Ctx(c) = P (c) ∪ C(c). Also contextual features are weighted in HMatch.
In particular, we associate a weight Wsp to strong properties, and a weight Wwp to weak
properties, with Wsp ≥ Wwp to capture the different importance they have in describing
the concept. In fact, strong properties are mandatory properties related to a concept and
they are considered more relevant in contributing to concept description. Weak
properties are optional for the concept in describing its structure, and, as such, are given less
importance. Each semantic relation has associated a weight Wsr which expresses the
strength of the connection expressed by the relation on the involved concepts.
Considering the semantic relations of OWL, we have the weights Wequivalence ≥ WsubClassOf .
The greater the weight associated with a semantic relation, the higher the strength of
the semantic connection between concepts. Given two elements e and e0 in the contexts
of c and c0, respectively, their affinity is calculated according to the following function
C(e, e0) → [
        <xref ref-type="bibr" rid="ref1">0, 1</xref>
        ]:
      </p>
      <p>C(e, e0) = A(ne, ne0 ) · (1− | We, We0 |
(2)
where ne and ne0 denote the names of e and e0, respectively, while We and We0 denotes
the weights associated with e and e0. As an example, suppose that we compare two
concept contexts Ctx(c) and Ctx(c0) both containing the property author that is a
strong property (i.e., featured by a minimum cardinality greater than or equal to 1) in
the first context and a weak property (i.e., an optional property) in the second context.
Thus, by using a weight equal to 1.0 for strong properties and equal to 0.5 for weak
properties, we obtain:</p>
      <p>C(authorCtx(c), authorCtx(c0)) = A(author, author) · (1− | 1.0 − 0.5 |) = 0.5
since A(author, author) = 1.0.</p>
      <p>Given two concepts c and c0, the comprehensive semantic affinity SA(c, c0) is
calculated as the weighted sum between their linguistic affinity LA(c, c0) and their contextual
affinity CA(c, c0), as follows:</p>
      <p>
        SA(c, c0) = Wla · LA(c, c0) + (1 − Wla) · CA(c, c0)
(3)
where Wla ∈ [
        <xref ref-type="bibr" rid="ref1">0, 1</xref>
        ] weights the relevance of the linguistic affinity in matching
evaluation. The two measures of linguistic affinity LA(c, c0) and CA(c, c0) are calculated in a
different way depending on the matching model that is selected in the configuration of
HMatch.
      </p>
      <p>Matching models. Four matching models have been conceived to span from surface
to intensive matching, with the goal of providing a wide spectrum of metrics suited for
dealing with many different matching scenarios that can be encountered in comparing
real ontologies, such as OWL ontologies. The main difference among the four matching
models is the composition of the context. In the surface model, the context is not
considered limiting to linguistic affinity. In the shallow model, only properties and property
restrictions are considered for concept context. In the deep model, we consider both
properties and semantic relations, such as taxonomic relations. Finally, in the intensive
model we consider the whole context, by taking into account also the property ranges
and values. For all the models the linguistic affinity LA(c, c0) between two concepts
c and c0 is calculated to be equal to the function A(nc, nc0 ), where nc and nc0 denote
the names of c and c0, respectively. For the contextual affinity evaluation, we provide
two main strategies, namely the standard strategy and the Dice coefficient strategy. The
standard strategy produces a nons-ymmetric contextual affinity measure. For each
element e in the source concept context Ctx(c), we search for the best matching element
e0 in the target concept context Ctx(c0) by exploiting the function C(e, e0) described
above. Given the best matching value me found for e with respect to the elements in the
context of c0, the comprehensive contextual affinity is calculated as follows:
CA(c, c0) =</p>
      <p>P
ei∈Ctx(c) mei
| Ctx(c) |
where | Ctx(c) | denotes the number of elements in c.</p>
      <p>According to the Dice coefficient strategy, the contextual affinity is calculated as
follows:</p>
      <p>CA(c, c0) = | x ∈ Ctx(c) ∩ Ctx(c0) |</p>
      <p>| x ∈ Ctx(c) ∪ Ctx(c0) |
where | x ∈ Ctx(c) ∩ Ctx(c0) | denotes the number of matching elements in Ctx(c)
and in Ctx(c0), that is the number of elements having a value of C(e, e0) higher than a
given matching threshold.
1.3</p>
    </sec>
    <sec id="sec-4">
      <title>Matching policies</title>
      <p>Since HMatch has been developed with the goal of achieving a high level of flexibility
and configurability of the matching process, a matching policy P has be set, which is
defined as follows:</p>
      <p>
        P = hWla, T, M, C, I, S, Ei
where: Wla is the weight associated with the linguistic affinity; T ∈ [
        <xref ref-type="bibr" rid="ref1">0, 1</xref>
        ] denotes the
threshold used for selecting matching results; M ∈{surface, shallow, deep, intensive}
denotes the matching model; C ∈{one-to-one , one-to-many } denotes the matching
cardinality; I ∈{true, false} denotes if the context elements inherited through the
taxonomic relations are to be considered in the matching process; S ∈ {standard strategy,
dice strategy} denotes the metrics used for the contextual affinity evaluation; E
∈{emptypessimistic, empty neutral, empty optimistic} denotes the strategy to be enforced to
handle empty contexts. Using the pessimistic strategy, the contextual affinity value is
set to 0, to mean that no matching elements have been found in their contexts. In the
neutral strategy the empty contexts are considered to have a semantics analogous to the
one of the NULL value in relational databases; the contextual affinity is set to undefined
to capture this semantics. In the optimistic strategy, the contextual affinity value is set
to 1, to mean that two empty contexts are considered to fully match.
1.4
      </p>
    </sec>
    <sec id="sec-5">
      <title>Adaptations made for the evaluation</title>
      <p>
        For the purposes of the OAEI 2006 initiative, we adopted the standard implementation
of HMatch as a Prote´ge´2 plugin. This version adopts the Prote´ge´ OWL API3 and is fully
integrated into the Prote´ge´ framework. We only introduce a command line version in
order to use HMatch as an independent tool, especially for the benchmark. We have
implemented two main extensions specifically conceived for the contest. The first
extension is the support for the output Alignment format required by the organizers in
addition to the native HMatch results format. The second extension regards the evaluation
of the linguistic affinity. We introduced a new facility of HMatch that performs
linguistic affinity evaluation using a n-gram algorithm [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. This technique, being syntactic is
faster than the thesaurus-based analysis, thus overcomes some scalability problems that
we noticed with very large ontologies, such as in the case of anatomy and directory-full .
1.5
      </p>
    </sec>
    <sec id="sec-6">
      <title>Link to the system and parameters file</title>
      <p>The HMatch implementation used for the contest together with the policy used for
configuration and the results can be find at:
http://islab.dico.unimi.it/OAEI2006/islab results.html.
2</p>
      <sec id="sec-6-1">
        <title>Results</title>
        <p>All the results have been obtained by configuring HMatch with the following policy:
Wla
T
M
C
I
E
S</p>
        <p>Policy Value
Linguistic affinity weight 0.5</p>
        <p>Threshold 0.6
Matching model Deep
Matching type One-to-One</p>
        <p>Inheritance True</p>
        <p>Empty context strategy Neutral</p>
        <p>Contextual affinity strategy Dice coefficient
2 http://protege.stanford.edu/
3 http://protege.stanford.edu/plugins/owl/api/
In particular, the most relevant parameters are i) the matching model, since the deep
model forces HMatch to consider both properties and semantic relations in the concept
contexts, ii) the weight for linguistic affinity, since the value 0.5 determines a perfect
balance between the linguistic affinity evaluation and the contextual affinity evaluation,
and iii) the threshold, which is used for cutting off the results that are not considered
relevant in the matching case. We have tested several possible configurations of HMatch
on the benchmark. In some matching cases there are other configuration policies that
produce better results in terms of precision and recall than the one we have chosen. The
actual choice was motivated by the fact that we considered the various tasks proposed
in the contest with the goal of configuring HMatch with a policy that could guarantee
a generally satisfactory behavior of the system in the different matching cases. In
particular, we have tested HMatch on all the test cases provided in the contest, with the
goal of receiving a feedback about the application of the system to different and highly
heterogeneous matching cases.
2.1</p>
      </sec>
    </sec>
    <sec id="sec-7">
      <title>Benchmark</title>
      <p>Obtained results on the proposed benchmark are strongly affected by the fundamental
role that the ontology linguistic features play in the HMatch matching process. In fact,
we obtained an average precision value of 0.84 and an average recall value of 0.55.
These results are influenced by the fact that we obtained poor result for the ontology
cases where the concept and property labels were substituted with randomly
generated strings of characters. The difference between precision and recall values when we
consider all the cases is due to the fact that, in some of the randomly generated
ontologies (e.g., case 259), there is a property which maintains the original name (i.e.,
lastName). This matching is retrieved by HMatch and it increases the precision of the
results. Another issue that affects the results quality, from the linguistic point of view, is
the presence of matching cases where the concept and property labels are french terms.
In these cases, since some of the properties match, we obtained precision values about
0.4 and recall values about 0.2. The benchmark results are also useful to suggest
possible improvements of HMatch, with the goal of addressing also the anomalous cases
where the linguistic information is completely missing due to the design choices.
2.2</p>
    </sec>
    <sec id="sec-8">
      <title>Anatomy</title>
      <p>With the anatomy track, obtained results suggest the following considerations. Due
to the domain specific terminology used in the ontologies, either using the WordNet
thesaurus or a string matching technique, the results are affected by the fact that the
concepts are labeled with long strings describing specific terms. In the case of a
domain specific terminology, the linguistic matching would benefit from the availability
of specific thesauri. Given the large amount of data in the two compared ontologies,
the string-matching procedure for linguistic affinity is more suitable, while affecting
the capability of the system to capture the semantics of the terms used in the two
ontologies that would instead be possible using the thesaurus. Moreover, the openGalen
ontology has a anomalous OWL structure, since OWL classes are used as meta-classes,
while individuals represent the domain concepts. For this reason we needed a wrapper
to compare the FMA concepts with the concepts of openGalen, and only the linguistic
comparison was possible.
2.3</p>
    </sec>
    <sec id="sec-9">
      <title>Directory</title>
      <p>The directory matching is a new task for HMatch, which was not originally designed
for dealing with peculiar features of directory repositories. In particular, two main
characteristics of directory taxonomies require specific support not directly provided by
HMatch. The terminology used for labeling the directories is often affected by the
structure of the taxonomy itself more than by the subject of the directory. Examples of this
terminology is given by terms like A-H that is referred to the alphabetic order more than
to the subject of the directory, or African 2 where the name of the directory is associated
with information about the number of equivalent directories in the taxonomy. A second
problem is given by the taxonomy itself. In fact, HMatch gives the is-a semantics to the
OWL sub-class relations as in formal ontologies. Although, the sub-directory relations
represented as OWL sub-class relations have in fact different meanings. For example,
we have a sub-class relation between Animal Webcams and Space and Science that
denotes a generic positive relation between the two concepts rather than an is-a relation.
Another example is given by the sub-class relation between California and United States
that denotes a geographical part-of relation.
2.4</p>
    </sec>
    <sec id="sec-10">
      <title>Food</title>
      <p>The food track requires to match two XML thesauri. We developed a wrapper from the
SKOS XML format to OWL in order to match the thesauri with HMatch. The track
requires also to recognize different kind of mapping relations between the source and
the target, i.e., exactMatch, broadMatch, and narrowMatch. Using HMatch, we provide
a measure of the semantic affinity between two concept, that is a measure of the fact
the the two terms have the same meaning. Because of this reason, we provided only an
evaluation of the exactMatch mapping between the two ontologies. In order to evaluate
the broad and narrow matching relations, the thesaurus component of HMatch could be
exploited, but this has not been done due to the contest requirement of using the same
techniques for all different cases.
3</p>
      <sec id="sec-10-1">
        <title>General comments</title>
        <p>One of the main issues in the field of ontology matching is the need of flexible
algorithms and tools, capable to adapt to different domains and also to different
interpretation of the notions of alignment and similarity. Some of these differences depends on
the concept descriptions provided by the ontologies to be compared with their specific
level of semantic complexity. The choice of the best approach or the best combination
of approaches depends on the specific matching case we are dealing with and on the
domain of the ontologies. For example, formal ontologies can benefit from a logic
approach, while thesauri and dictionaries require a deep linguistic analysis; finally,
structure affinity is suitable for directories and repositories. The domain affects also the kind
of techniques that are used as well as the matchmaking utilities (e.g., thesauri, external
sources, type of mapping relations) that are involved in the matching process. A good
example is given by the anatomy track of the contest. In this domain, we work with
a specific and domain dependent terminology that requires a specific linguistic
analysis. A second example is given by the matching of directories or also by the matching
of spatial or temporal ontologies. In this cases, in fact, some properties or relations
should be matched by using specific matching operators. For example, the property
author and the property below have a different role on concept definition when used in a
spatial domain, even if they are represented by means of the same language construct.
The matching should take into account all these specific requirements by adapting the
matching process and the matching operations to the specific domain that is taken into
account.
3.1</p>
      </sec>
    </sec>
    <sec id="sec-11">
      <title>Comments on the results</title>
      <p>The results obtained in the OAEI tasks show how HMatch can provide a good balance
in the results between precision and recall with a fully automated matching that does
not require any specific external source neither in terms of a training set of results nor
in terms of domain specific thesauri. Although, if on a side this characteristic means
that HMatch can be used in several different scenarios, on the other side, it shows a
limitation of the system in working either with very specific domain ontologies or with
ontologies in which the linguistic information is missing. Some other limitations regard
the scalability of the linguistic techniques adopted by the system is the case of large
ontologies. To overcome this limitation, we have implemented for the purpose of the
contest a new string matching functionality. The main considerations that we can make
based on matching cases and obtained results experienced are the following.
1. Linguistic features: the terminology used for naming and labeling concepts and
properties is an important aspect of ontologies and provides information to
conclude the similarity between the ontology elements. We are conscious that, In many
cases, it is not sufficient alone, also because they embed a subjectivity element,
deriving from who has been designed the ontology. However, the linguistic features
are undoubtedly an important starting point also for deriving a first set of mappings
to be refined by exploiting other kinds of matchings.
2. Structural features: concepts can be similar also in terms of their structure. The
structure is seen in terms of the links that connect different concepts and also as
the number and type of properties that characterize each concept. It is important
to note that the structure evaluation does not refer to the semantics of the concept
relations and properties. For example, in the directory taxonomies the semantics of
the sub-category relation is not ever well defined and can denote many different
real relations among categories, e.g., containment, is-a, part-of. In this case, the
structure of the taxonomies that are considered is the key feature for detecting the
similarity of the concepts, more than the relation semantics.
3. Logical features: from the logical point of view, the ontology matching should
consider the formal semantics of the ontologies to be compared in order to i) evaluate
the consistency between the mappings and the concept descriptions, ii) apply
deductive reasoning to retrieve new mappings starting from an initial set of mappings
(e.g., manually provided or retrieved by means of other techniques), iii) provide an
interpretation of the resulting mappings.
3.2</p>
    </sec>
    <sec id="sec-12">
      <title>Discussions on the way to improve the proposed system</title>
      <p>By analyzing the results obtained in the different tracks, together with the general
comments discussed in the previous section, a first improvement that can be introduced in
HMatch is to emphasize the distinction among the linguistic, structural, and logic
approaches to ontology matching. HMatch is based mainly on linguistic features. We
believe that linguistic matching is a fundamental component for a semantic matchmaker,
but we noticed that, in some cases, structure and logics of the ontologies to be
compared should be considered with no reference to the ontology element names. Another
important direction for improving HMatch is to emphasize the need of different metrics
in order to take into account the specific features of the different ontology domains.
HMatch provides four different matching models to address the fact that different
ontologies can vary with respect to their semantic complexity and with respect to their
structure. A further improvement in this direction is to support specific relations in the
matching process, such as spatial or temporal relations.
3.3</p>
    </sec>
    <sec id="sec-13">
      <title>Comments on the OAEI 2006 procedure</title>
      <p>The OAEI 2006 procedure is well suited to give to matching researchers a complete
feedback about their work. Although, we believe that the requirement of using only one
set of parameters for the whole contest was a strong limitation, especially because some
of the test cases (i.e., anatomy, food) have peculiar features that would benefit from a
more flexible configuration. We believe that the capability of matching algorithms to be
configured in order to deal with different scenarios is a key feature for ontology
matching, but the flexibility cannot be appreciated using the same configuration. If the goal
is to test generic-purpose algorithms, the test cases should be more homogeneous with
respect to the ontology type and domain. Otherwise, it should be possible to modify the
algorithms configuration for the different cases.
3.4</p>
    </sec>
    <sec id="sec-14">
      <title>Comments on the OAEI 2006 test cases</title>
      <p>The only comment we have is that, at the end of the evaluation phase, would be useful
to have the expected results also for the blind tests, in order to improve the algorithms
used where required.
3.5</p>
    </sec>
    <sec id="sec-15">
      <title>Comments on the OAEI 2006 measures</title>
      <p>The traditional precision and recall measures seem to be the most suitable for the
matching result evaluation. Although, these measures should be calculated in a flexible way.
For example, we should allow the algorithms to provide mappings also among external
elements that are imported in the ontologies.</p>
    </sec>
    <sec id="sec-16">
      <title>Proposed new measures</title>
      <p>A simple suggestion for new measures is referred to the need of taking into account
the time of computation in the matching evaluation. The idea is to combine the
computation time with precision and recall, in order to measure the trade-off between time
performances of the algorithms and quality of the results.
4</p>
      <sec id="sec-16-1">
        <title>Conclusion</title>
        <p>The experience of the OAEI 2006 contest was extremely useful as a feedback about the
design and implementation of the current version of HMatch. We had some
confirmation of the results obtained in the previous tests, but we had also some new helpful tip
about possible improvements of the approach and related techniques. In particular, our
future work will be devoted to: i) study new matching techniques that could be used in
combination with the linguistic techniques of HMatch, in order to improve the
flexibility of the system with respect to different matching scenarios; ii) address new purposes
of the matching, such as directory of ontology version matching, by studying specific
metrics and techniques for these cases; iii) implement and test a new version of HMatch
in the context of the BOEMIE project, where our matchmaking system is used for the
purpose of ontology evolution.</p>
      </sec>
    </sec>
  </body>
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