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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>The Semantic Context Models of Mathematical Formulas in Scientific Papers</article-title>
      </title-group>
      <contrib-group>
        <aff id="aff0">
          <label>0</label>
          <institution>Proceedings of the XX International Conference “Data Analytics and Management in Data Intensive Domains” (DAMDID/RCDL'2018)</institution>
          ,
          <addr-line>Moscow</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Alexander Kirillovich Kazan Federal University</institution>
          ,
          <addr-line>Kazan</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Konstantin Nikolaev Kazan Federal University</institution>
          ,
          <addr-line>Kazan</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
        <aff id="aff3">
          <label>3</label>
          <institution>Olga Nevzorova Kazan Federal University, Kazan, Russia Research Institute of Applied Semiotics of the Tatarstan Academy of Sciences</institution>
          ,
          <addr-line>Kazan</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
        <aff id="aff4">
          <label>4</label>
          <institution>Vladimir Nevzorov Kazan National Research Technical University named after A.N. Tupolev</institution>
          ,
          <addr-line>Kazan</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
      </contrib-group>
      <fpage>33</fpage>
      <lpage>40</lpage>
      <abstract>
        <p>This paper describes the results of semantic annotating and semantic search in a mathematical collection. We explored semantic models of contexts of a mathematical formula and applied the new knowledge to improving semantic search. The solutions are based on the application of the previously developed OntoMathPro ontology.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>1 Introduction</p>
      <p>
        In the field of professional mathematics, considerable
experience has been accumulated in processing and use
of electronic mathematical content in projects for
developing mathematical electronic libraries. Being
well-structured, mathematical texts are favorably
distinguished by presence of standards and markup
languages, availability of electronic mathematical
libraries with highly developed search services, as well
as of software for the automatic processing of individual
components of mathematical texts. Works devoted to
formalizing the level of representations of mathematical
articles are rather widely spread today. For these
purposes, specialized formal languages for representing
mathematical texts, as well as software for converting
these languages [
        <xref ref-type="bibr" rid="ref1 ref2 ref3">1-3</xref>
        ] have been developed. Semantic
publication of articles implies an increase in the number
of computational components of texts, i.e. components
of a certain semantics that are extracted from the text for
further processing. Mathematical search is also an
actively developing field of research. Widely known are
specialized mathematical search engines, for example,
(uni)quation (http://uniquation.com/en/), Springer
      </p>
      <p>LaTEX Search (http://latexsearch.com/), and Wolfram
Formula Search (http://functions.wolfram.com/).</p>
      <p>
        The mathematical projects carried out by the world
community paved the way for a new idea - creating the
World Digital Mathematical Library (WDML) [
        <xref ref-type="bibr" rid="ref4 ref5 ref6 ref7">4-7</xref>
        ].
The main tasks of building WDML and the technologies
needed to solve them, were discussed in 2014-2015 by a
wide circle of mathematicians and are fixed in a number
of documents adopted by the World Mathematical
Union. In particular, it was suggested that the next step
in the development of the WDML project would be to go
beyond traditional mathematical publications and build a
knowledge-based network of information contained in
these publications. The WDML project is focused on the
object system of organizing and storing mathematical
knowledge. Unlike traditional electronic mathematical
libraries, where the electronic document is the storage
unit in the database, it is proposed to represent the
mathematical knowledge of the document collection in
the form of a specially organized repository of
mathematical objects.
      </p>
      <p>Theorems, axioms, proofs, mathematical definitions,
etc are standard classes of mathematical objects. The
semantic relationships between elements are important
constituents of the object model. To represent the
document’s object model, it is proposed to use modern
technologies of the semantic web. This way of
representing the management of mathematical
knowledge will allow creating management tools
directly by objects of mathematical knowledge (means of
aggregation, semantic search, search by formulas and
identification of identical objects). In this paper, we will
consider some solutions to the problem of semantic
search by formulas that take into account the semantic
context of mathematical formulae.</p>
      <p>The paper is organized as follows. In Section 2, we
present a semantic search service for math formulas. In
Section 3, we discuss basic methods for semantic
annotation and search, underlying this service. In
Section 4 we discuss how these basic methods can be
improved by context models of mathematical formulas.
In Section 5 we made concluding remarks.
2 Semantic search of mathematical
formulas</p>
      <p>
        In this section, we present OntoMath Formula Search
(https://lobachevskii-dml.ru/mathsearch) [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], a semantic
search service for mathematical formulas (Fig. 1).
      </p>
      <p>While there are currently many math formula search
engines have been developed at present time, they are
mostly syntactical, and allow only simple search by
expression patterns. For example, to find formulas,
containing “(a + b)2”. Unlike them, our service is
semantic, and, therefore, can find formulas with respect
to a given math concept, regardless of its symbolic
representation. For example, to find formulas that
contain variables, expressing open sets.
The search index stores journal publications in
mathematics.</p>
      <p>
        The user enters keywords, filtering suggestions of the
system. The search interface supports the terminology of
OntoMathPro ontology [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] as well as parts of other
sources aligned onto it. The search result table has three
columns, such as notation, formula, and context. In each
row, the first column contains a variable standing for the
query concept in the relevant formula. The second
column contains the relevant formula. The third column
provides the document fragment, containing the formula.
To limit search results, the user can filter the structural
context.
      </p>
      <p>Using logical reasoning with respect to the ontology
relations, the service finds formulas that contain not only
the given concept, but also subclasses of this concepts in
the ontology hierarchy. For example, the search results
for polygon query contains formulas with variables,
denoting such concepts as triangle, parallelogram,
trapezoid, and so on.</p>
      <p>
        OntoMath Formula Search is a part of OntoMath
digital ecosystem, an ecosystem of ontologies, text
analytics tools, and applications for math knowledge
management [
        <xref ref-type="bibr" rid="ref10 ref11">10-11</xref>
        ].
      </p>
      <p>
        The core component of the OntoMath ecosystem is
its semantic publishing platform [
        <xref ref-type="bibr" rid="ref12 ref13">12-13</xref>
        ]. This platform
takes as an input a collection of mathematical papers in
LaTex format and builds their ontology-based Linked
Open Data representation. The generated mathematical
dataset includes metadata, the logical structure of
documents, terminology, and mathematical formulas,
bound to terms.
      </p>
      <p>The semantic publishing platform pipeline consists of
several steps, one of which is semantic annotation of
mathematical texts. In the next two sections, we describe
the current implementation of this steep, based on simple
context-agnostic models and discuss how this
implementation can be improved by context models.
3 Semantic annotation of mathematical
texts</p>
      <p>
        The developed model of semantic annotation of
mathematical texts is based on the professional
mathematics ontology OntoMathPro [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] which is
described in OWL-DL / RDFS language. The current
version consists of 3450 classes, 6 types of object
properties, 3630 instances of IS-A properties, and 1140
instances of remaining properties. The objects of
semantic annotation are also formulas and
formularelated fragments of text that define descriptions of
variables in formulas.
      </p>
      <p>
        Semantic annotation of mathematical texts is carried
out by the system “OntoIntegrator” [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ] which belongs
to the class of ontology-linguistic systems. Annotation is
carried out in several consecutive stages: tokenization,
segmentation of sentences, morphological analysis, and
identification of nominal groups.
      </p>
      <p>Annotation is performed for mathematical documents
in XML format, where the &lt;Math&gt; tag marks
mathematical expressions. Mathematical expressions
can be included in a noun phrase, and can also be used as
prefixes in constructions with hyphens. At the
tokenization stage, structures with the &lt;Math&gt; tag are
treated as separate objects. In a mathematical text, there
are four types of noun phrases (NP) which are marked as
TERM1-TERM4 tags (Table 1).</p>
      <p>Tag</p>
      <p>Noun phrase</p>
    </sec>
    <sec id="sec-2">
      <title>NP without</title>
      <p>TERM1 prepositions, contains
no formulas</p>
    </sec>
    <sec id="sec-3">
      <title>NP without prepositions, contains formulas</title>
    </sec>
    <sec id="sec-4">
      <title>TERM2</title>
    </sec>
    <sec id="sec-5">
      <title>Prepositional NP,</title>
      <p>TERM3 contains no formulas</p>
    </sec>
    <sec id="sec-6">
      <title>TERM4</title>
    </sec>
    <sec id="sec-7">
      <title>Prepositional NP, contains formulas</title>
      <p>The construction of nominal groups is described by
rules that take into account the internal structure of the
nominal group. The noun phrases allocation method
works within the bounds of the sentence. When a noun
phrase is annotated, the borders of the head word are
highlighted with HeadBegin and HeadEnd attributes, its
grammatical form is normalized (reduced to the
canonical form), and the normal form of NP appears in
the Form attribute. Annotated noun phrases are used in
the following stages of processing mathematical texts
when processing extended formula contexts.</p>
      <p>Among all the noun phrases extracted from the texts
on the basis of syntactic models, noun groups containing
ontological concepts from the OntoMathPro ontology are
selected. Such nominal groups will be denoted as NP (Oi)
and PP (Oi), where Oi stands for an element of the
ontology.</p>
      <p>The distribution of nominal groups for the
abovementioned types in the experimental collection of 40
mathematical articles is shown in Figure 2. A total of
11865 registered groups are identified in the collection.
4 Improving search based on the models of
the formula’s semantic context</p>
      <p>Analysis of the semantic context of the mathematical
formula is aimed at improving search results, primarily
in finding a formula using a textual description of
formula variables. To solve the problem, the following
models of the semantic context of the formula were
proposed.
1)</p>
      <p>Model of structural classification of formulas.</p>
      <p>According to this model, all mathematical formulas are
divided into two classes: the class of “basic” formulas F1
and the class of “auxiliary” formulas F2. Informally, a
“basic” formula is a formula, that express significant
relationship between mathematical concepts. This
informal notion is formalized as follows: mathematical
formulas from F1 class have to be longer than 10
characters and include the basic mathematical operators,
as well as binary equality and inequality operators.</p>
      <p>The distinction between “basic” and “auxiliary”
formulas is crucial in the two other context models (see
below). Additionally, this distinction is in use in the
semantic search service, where search results are
restricted to “basic” formulas.</p>
      <p>We have developed a tool for automatic classification
and have evaluated it on the collection of mathematical
papers (50 items) from the “Russian Mathematics (Iz.</p>
      <p>VUZ)” journal. To evaluate this tool, we just compare a
count of formulas classified as F1 automatically by this
tool, with a count of formulas classified as F1 manually
by a human assessor. The result of evaluation for ten
papers is presented in Table 2.
2) The expanded syntactic context of the variable
formula description, allowing to take into account the
compatibility (grouping) of the types of noun groups
shown above. Various combinations of noun phrases
were studied. The most informative was found to be the
construction of the form NP1(O1) + PP2(O2), which
makes it possible to form a hypothesis about the
connection between the two classes of ontology and
determine the stable relation between noun phrases.</p>
      <p>If NP and PP are found in the neighborhood of a
formula from class F1, and they follow each other
directly and contain ontological concepts in their
composition, that is, they satisfy the pattern NP12 (O1, O2)
= NP1(O1) + PP2(O2), where symbols O1 and O2 are</p>
      <p>OntoMathPro ontology concepts, then the compound
69
50
42
69
70
73
81
73
80
62
noun phrase NP12 is allocated. A comparison of text
strings was carried out using the Jaccard measure (the
threshold value was set to 0.7).</p>
      <p>The selected pairs of O1 and O2 concepts will undergo
an expert analysis to confirm the existence of a
significant link between these concepts. These are
examples of pairs found by the NP + PP model associated
with ontological concepts (Table 3).
множество точек пересечения прямых x5 = x567
the set of points of intersection of lines x5 = x567</p>
      <p>We evaluated the experiments on extracting
expanded syntactic contexts of variable formulas which
were performed using the collection of 50 papers under
analysis.</p>
      <p>To compare the labels of ontological concepts and the
textual description of formula variables, we used the
Jaccard metric in the form k = (k1 + k2) / 2, where
с нормой
with the norm
с границей γ
with the bound γ
в представлении U(ξ) = U.(ξ) + U*(ξ), ξ ∈ D, ;
in the view U(ξ) = U.(ξ) + U*(ξ), ξ ∈ D, ;
symbols k1 and k2 are the Jaccard coefficients obtained
by comparing pairs (NP, O1), (PP, O2). The results are
represented in Table 4. The analysis of the results allows
us to conclude that the selected pairs demonstrate stable
links between concepts in the ontology, which thus
makes it possible to improve the OntoMathPro ontology.
(Кокасательное пространство F1 + к (кокасательное
проективному пространству F2) / The пространство F1 + проективное 1
cotangent space F1 + to the projective пространство F2) / cotangent
space F2 space F1 + projective space F2
(базис F1 + с условием F2) / basis F1
+ with condition F2
(базис F1 + условие F2) / 1
basis F1 + condition F2
(оператор из F1 + в подпространство про(сотпреарнасттовро F2) / opFer1ator F1 ++ 1
F2) / operator from F1 + to a subspace F2 space F2</p>
      <p>(предел F1 + в норме F2) / the limit F1
+ in the norm F2
(предел F1 + норма F2) / the 1
limit F1 + norm F2
(Векторное произведение F1 + в
новом базисе F2) / A vector product F1 +
in a new basis F2</p>
      <p>(расстояние от точки F1 + до
множества F2) / distance F1 + from point
to set F2
(векторное произведение F1
p+rгoоdлuоcнt омFн1ы+й бinазиaс Fh2o)l/ovneocmtoicr 1
basis F2</p>
      <p>(расстояние F1 + множество
F2) / distance F1 + set F2
(Оператору F1 + на сетке F2) / To the
operator F1 + on the net F2
(оператор F1 + сеть F2) /
operator F1 + net F2
0,6
0,88
0,88
0,6
0,74
0,74</p>
      <p>Models of stable context patterns. We automatically
extracted stable context patterns containing
mathematical formulas from the collection of
mathematical papers, and then manually selected
patterns with fixed semantics among them. Examples of
such patterns are mathematical concept definitions,
formula descriptions, or patterns with auxiliary words
such as “в виде” (“in the form of”). Some of these
patterns are presented in Table 5.</p>
      <p>
        This approach was inspired by corpus-driven and
empirically well-founded methodologies, such as Corpus
Pattern Analysis (CPA) [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ] and Chain Clarifying
Relationship (CCR) [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ].
      </p>
      <p>We have implemented a customized semantic
annotation tool for the pattern with auxiliary words “в
виде” (“in the form of”), and we are going to implement
such customized tools for the other frequent patterns.
Множество точек пересечения
прямых : = :;&lt;</p>
    </sec>
    <sec id="sec-8">
      <title>The set of points of intersection of</title>
      <p>lines x5 = x567
Производная (/')@() ≡
,@() в представлении U() =
A() + @(),  ∈ ,
Derivative (/')@() ≡ ,@() in
the view U(ξ) = U.(ξ) + U*(ξ), ξ ∈
D,
C =  ∩ C' – множество
внутренних узлов.
C =  ∩ C' is set of internal nodes
Метод механических квадратур
линейных
интегродифференциальных
уравнений вида   +
,
H ℎH ,     +
,
H ℎ, ,  K   =   , 0 ≤  ≤ 1,
где
() и ℎH(, ), ℎ, (, ) – известные
функции.</p>
    </sec>
    <sec id="sec-9">
      <title>The method of mechanical</title>
      <p>quadratures of linear
integrodifferential equations   +
,
H ℎH ,     +
H, ℎ, ,  K   =   , 0 ≤  ≤ 1,
where
() и ℎH(, ), ℎ, (, ) are known.</p>
      <p>This paper describes the results of semantic
annotation and semantic search in a mathematical
collection, as well as new solutions for improving
semantic search related to building semantic models of
contexts of a mathematical formula. These solutions are
based on the OntoMathPro ontology and allow enriching
the ontology with new concept links.</p>
      <p>These studies are in line with the project of
developing the World Digital Mathematical Library, the
purpose of which is to unite digitized versions of the
entire body of mathematical scientific literature in a
distributed system of interlinked repositories.</p>
      <p>The developed technologies have been tested on
digital math collections of Kazan Federal University.
Acknowledgments. A. Kirillovich would like to thank
Sergio Pinillos Prado and Mikhail Malakhaltsev from
the University of Los Andes, as well as Zaira Alexandra
Gil Vargas for their assistance. This work was funded
by the subsidy allocated to Kazan Federal University
for the state assignment in the sphere of scientific
activities, grant agreement no. 1.2368.2017, and
Russian Foundation for Basic Research and the
government of the region of the Russian Federation,
grant № 18-47-160007.</p>
    </sec>
  </body>
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