=Paper= {{Paper |id=Vol-273/paper-8 |storemode=property |title=Computer-Supported Collaborative Knowledge Modeling in Ecology |pdfUrl=https://ceur-ws.org/Vol-273/paper_9.pdf |volume=Vol-273 |dblpUrl=https://dblp.org/rec/conf/www/PenningtonMVA07 }} ==Computer-Supported Collaborative Knowledge Modeling in Ecology== https://ceur-ws.org/Vol-273/paper_9.pdf
                            Computer-Supported Collaborative
                             Knowledge Modeling in Ecology
 Deana D. Pennington                     Joshua Madin                    Ferdinando Villa             Ioannis N. Athanasiadis
   University of New Mexico             Univ. of California SB           University of Vermont             Istituto Dalle Molle di Studi
        MSC03 2020                        735 State Street                    617 Main St                    sull’Intellienza Artificiale
   Albuquerque, NM 87131              Santa Barbara, CA 93101            Burlington, VT 05405             Manno, Lugano, Switzerland
        +1-505-277-2595                  +1-805-893-7108                  +1-802-656-2968                        +41-586-666-671
 dpennington@LTERnet.edu              madin@nceas.ucsb.edu           ferdinando.villa@uvm.edu                   ioannis@idsia.ch


ABSTRACT                                                             The authors are part of several large-scale initiatives that will use
We describe collaborative efforts between a knowledge                shared ontologies: the National Science Foundation-funded
representation team, a community of scientists, and scientific       projects Science Environment for Ecological Knowledge (SEEK;
information managers in developing knowledge models for              http://seek.ecoinformatics.org) and Assessment and Research
ecological and environmental sciences.         Formal, structured    Infrastructure      for     Ecosystem        Services       (ARIES;
approaches to knowledge representation used by the team (e.g.,       http://ecoinformatics.uvm.edu/projects/the-aries-framework.html)
ontologies) can be informed by unstructured approaches to            that focus on automated integration of environmental and
knowledge representation and semantic tagging already in use by      economic data with models and analytical pipelines; and the EU-
the community. Observations about the process of collaboration       funded SEAMLESS project (http://www.seamless-ip.org), aimed
between the team and the community are used to generate an           at generating integrated assessment tools to understand how future
interaction model for supporting software tools.                     alternative agricultural and environmental polices affect
                                                                     sustainable development in Europe. In all these projects, the need
                                                                     to crystallize community knowledge into formal ontologies has
Categories and Subject Descriptors                                   emerged paramount. However, each of these projects has been
H.5.3 [Information Interfaces and Presentation]: Group and           confronted by the challenges identified by Grudin [10] specific to
Organization Interfaces – Computer-supported cooperative work,       groupware development, particular the following two problems:
Web-based interaction.
                                                                     •     Disparity in work and benefit. Scientists who have the
                                                                           knowledge that must be incorporated into ontologies lack
General Terms                                                              understanding of the benefits that semantic modelling will
Design, Human Factors                                                      ultimately provide them and are unwilling to engage in
                                                                           activities that do not provide clear, short-term benefits.
Keywords                                                                   Information managers who might be able to provide some of
Collaboration, observation, ontologies, concept maps, ecological           the knowledge and may even understand the long-term
knowledge                                                                  benefits for the scientists have more immediate problems and
                                                                           focus their time on developing short-term solutions. Hence,
                                                                           ontology development requires “additional work from
1. INTRODUCTION                                                            individuals who do not perceive a direct benefit” [10].
Understanding and solving global environmental problems
requires a new kind of science: science that is interdisciplinary,   •     Critical mass and Prisoner’s dilemma. Ontology-driven
collaborative, and responsive to the needs of decision-makers [9,          applications are expected to be most useful when multiple
17, 29]. Cross-disciplinary networks of scientists worldwide are           users share their resources. The work involved in ontology
marshalling their understanding in efforts to provide scientific           development and annotation of resources is not justified by a
results that target complex problems. Formal networks of                   single user. Hence, these projects require a “critical mass of
scientists—such as the Long Term Ecological Research (LTER)                users to be useful” [10] and early adopters must commit to
networks originally developed in the US (http://www.lternet.edu/)          substantial effort with no guarantee that others will follow.
and now located worldwide (http://www.ilternet.edu/)—employ
information managers whose primary task is to provide online         Grudin makes a number of relevant suggestions for addressing
access to relevant information. With available resources rapidly     these problems [10]:
increasing, the difficulty of discovering and making use of those    •     Reducing the work required of non-beneficiaries and indirect
resources (e.g., knowledge synthesis) is increasing as well,               beneficiaries.
especially in conjunction with rapid expansion of the Web as a
whole. A number of efforts are underway to enable better sharing     •     Design processes that create benefits for all group members.
of data, information, and knowledge within the natural sciences,
                                                                     •     Build in incentives for use.
as discussed in [1, 16, 22, 26]. These efforts include ontology-
driven applications that make use of formal semantic reasoning to    Developing an innovative approach to community-based ontology
enable integration of heterogeneous resources.                       development that incorporates these suggestions presents an ill-
                                                                     defined, unstructured problem requiring creative thinking.
Ontology-based approaches require eliciting shared knowledge
                                                                     Development of solutions to such problems can be conceived as
from large communities of domain scientists and decision makers.
two-phased [27]: 1) an idea generation phase that requires a         (http://protege.stanford.edu/). Another is tasked with acting as
combination of divergent thinking and domain expertise, and 2)       liaison to the scientific community.
an implementation phase. In this paper, we focus on the idea
                                                                     The KR team collaborates with the scientific and information
generation phase, envisioning systems that could effectively link
                                                                     management communities to elicit domain-specific knowledge.
short-term user needs supported by informal semantics with
                                                                     Few of the community collaborators have the time or interest to
longer-term formal ontology development. The ideas are based
                                                                     cultivate an understanding of formal ontologies. Nor do they
on our experiences working with these science communities,
                                                                     fully understand the benefits of ontology-driven systems, since
understanding of their tasks, and ongoing efforts at community-
                                                                     few examples of these systems exist. Hence, their personal
based ontology development. The goal of this paper is to propose
                                                                     commitment to ontology development is limited. Yet they
innovative designs for systems that enable collaborative ontology
                                                                     recognize that semantic approaches may provide future benefits to
development derived from our particular case, and also to
                                                                     them and are willing to help to the extent that it does not impede
stimulate vibrant debate and creative thinking about generic
                                                                     their more immediate objectives.
issues that confront interdisciplinary ontology development
efforts.
                                                                     3. ONTOLOGY NEEDS
We begin with a brief description of the participants. That is       In each of our projects, KR is tightly integrated into technical
followed by a brief description of our ontology needs and an         research and development. We are working toward semi-
upper-level ontology that we have created. These sections            automated and automated resource discovery and integration,
provide context for understanding the kinds of knowledge that we     including finding and merging heterogeneous datasets and
need to elicit from the community and the resources that we have     construction of workflows that pipe data through heterogeneous
available to apply to the problem. Next, we present a set of use     computing environments [4, 5, 6]. We are also constructing
cases for supporting semantic-based work tasks that are              knowledge-driven rule-based systems. These applications require
commonly undertaken in our communities. We describe how              high-quality ontologies and formal reasoning provided by
these tasks provide an opportunity to capture knowledge relevant     description logics for consistency checking and validation. Much
to formal ontology development while providing immediate             of the functionality provided by ontological reasoning will be
benefits to the users. We provide a high-level conceptualization     hidden from the user, yet will automate many low-level tasks that
of a system that we are currently designing to implement these       the user would otherwise have to undertake manually.
ideas. Then, we describe methods that we have already
undertaken to extract knowledge from users in direct and indirect    Our ontology development has been two tiered: 1) development
ways, without the support of enabling systems. These provide         of an upper-level structuring framework for observation and
real examples of tasks that inform ontology development. We          measurements (core ontology), and 2) development of domain-
discuss how these could be incorporated into our hypothetical        specific extensions to the core ontology. Our early work was
system in ways that limit the work required from the user. Lastly,   more focused on the first though the need for domain extensions
we abstract our specific problems and proposed solutions into a      was known and information was continually gathered from the
simple model for enabling collaborative ontology development.        community whenever possible. Recently, the core ontology has
                                                                     been finalized and is currently being documented [15].
2. PARTICIPANTS                                                      Scientists make observations about the world that are recorded as
Initially, each project had its own Knowledge Representation         measurements. The core ontology is the Extensible Observation
(KR) research and personnel. Several years ago we began to           Ontology (OBOE), which is a formal and generic conceptual
collaborate with a view towards constructing ontologies that         framework for describing the semantics of observation and
would interoperate between projects, providing an opportunity to     measurement. The objective of OBOE was to separate knowledge
leverage each others’ work but also creating a larger, multi-        that is essential for describing observation and measurement from
disciplinary group that was more capable of critical evaluation of   knowledge that is asserted by a scientist and therefore a function
different proposed ontologies.                                       of opinion, interpretation, or even space and time. OBOE
                                                                     requires that an observation is about an entity (concept or thing),
The KR team has cross-disciplinary expertise in computer science
                                                                     and a measurement is of a characteristic of the entity.
and domain science. It consists of two computer scientists with
                                                                     Measurement relates a value to a measurement standard as well
expertise in ontologies, reasoning, and semantic mediation, and
                                                                     as an estimate about the confidence level of the value (e.g.,
four domain scientists with differing disciplinary expertise,
                                                                     measurement precision). OBOE prescribes a structured approach
relatively high levels of computing experience, and varying
                                                                     for organizing domain-specific ontologies through the use of
backgrounds in knowledge representation. The team has met
                                                                     “extension points,” i.e., specific classes, properties, and
regularly to devise strategies for ontology development.
                                                                     constraints that are elaborated by different areas or views/models
Discussion at these meetings ranges from formal symbolic logic
                                                                     of science. Therefore, OBOE can serve as an upper level
to philosophy of science to targeted discussion about implicit
                                                                     framework for defining new domain ontologies as well as
knowledge embedded in datasets. Time and effort was required
                                                                     interoperating and relating existing domain ontologies.
to bridge disciplinary boundaries and understand inherent
assumptions that impact the teams’ ability to collaborate on what    While OBOE enforces a formal framework for describing the
is clearly an interdisciplinary task. Numerous real examples of      semantics of observational data, extension of this framework with
environmental data and analyses obtained from scientists and         domain ontologies requires the knowledge and experience of
information managers have guided and informed these                  domain scientists. The KR team is continually involved in
discussions. One of the domain scientists is tasked with             outreach to acquire community-based vocabularies and
knowledge engineering, and is responsible for developing and         informally-structured knowledge.       These outreach activities
maintaining         the         ontologies      in        Protégé
provide a flow of informally-structured semantic description         4.1 Controlled vocabulary use case
among collaborators (Figure 1).                                      Karen Mann is an information manager for one of the LTER field
                                                                     sites. She and several of her colleagues at other field sites have
                                                                     decided to construct a standard set of terms and definitions to be
                                                                     used as metadata keywords, to enable better data discovery by
                                                                     scientists across the LTER network. She is aware of the
                                                                     observation ontologies that are being developed, but doesn’t
                                                                     really understand them. She is reluctant to attempt to make use of
                                                                     an approach that she doesn’t understand. She does understand
                                                                     that ontologies enable even better data discovery and integration
                                                                     than her approach. Therefore, she wants to work within the
                                                                     context of keywords and controlled vocabularies since that is
                                                                     what she understands, but she would also like to link her list of
      Figure 1. Collaborative relationships between the              keywords to the ontology to take advantage of whatever
    knowledge engineering team, scientists, and information          additional functionality is made available.
   managers, and the types of semantic information that are          Karen enters a website that provides an intuitive interface to a
                           shared
Ultimately the knowledge representation team must make some          knowledge base that holds many ontologies, both private and
independent decisions about how best to model the domain within      shared. From this website she can create and manage her own
a formal ontology. This, therefore, necessitates at least one and    private knowledge base. She imports a list of terms that she has
perhaps many iterations of review by scientists. When the team       previously generated. She can also import informal definitions
has an ontology ready for review, we would like to recruit people    (not constrained logical definitions), or she can enter the
from that domain to view it, comment, and propose changes.           definitions on the website. Her colleagues import their lists into
While trees may be used effectively to review the hierarchical       their own private knowledge base as well. They all indicate to
structure, relationships are more difficult to communicate           the system that they want to share (or not) their private
effectively. They do not understand symbolic logic commonly          knowledge bases.          Karen selects her colleagues’ shared
employed in editors. Usability testing of graphic visualizations     knowledge bases from a list, generates a collaborative knowledge
conducted by the SEEK project indicates that they are confusing      base, and sends a message through the website asking them to
to domain users (Downey, personal communication).                    collaborate with her. From a collaboration screen, they are able
Additionally, community-wide ontological commitment [8]              to merge their vocabulary lists into a single unfiltered list. The
requires collective decision making, difficult to achieve without    system maintains a link between their individual lists and the
synchronous communication. Currently, there is no obvious            collective list, so that any changes made during collaboration can
mechanism by which to obtain the needed input from reviewers.        optionally be copied back to their individual knowledge bases.
                                                                     Their screens are linked. When one person selects or edits a term
4. USER SEMANTIC TASKS AND                                           everyone else’s screen automatically shows the change. They can
                                                                     make use of VoIP or a chat window to discuss their vocabularies.
COMPUTER-SUPPORTED USE CASES                                         In this case, because there are a number of participants they prefer
There is a need for more collaboration between our KR team,          to use chat [14]. Their chat session is recorded and at the end of
scientists, and information managers.       The complexity of        their discussion they can request for the chat session to be copied
ontologies and the difficulty of the knowledge modeling task         to a blog attached to the collaborative knowledge base, providing
presents a daunting obstacle to those who are not familiar with      a permanent record.
knowledge representation. We need tools that link knowledge
elicitation with tasks in which the community is already engaged,    They collaboratively review duplicate terms and definitions to
and development of methods and tools that enable rapid mapping       determine semantic relationships. They identify synonyms and
from those to formal ontologies.                                     can drag and drop synonyms on the screen so that they are
                                                                     adjacent to one another. Where there are semantic conflicts they
There are many reasons to capture and represent knowledge in         resolve them and edit the collective vocabulary.
science, separate and apart from the resource discovery and
integration goals of the Semantic Web. Smith [23] suggested that     Once they have a complete collective list of terms, they can
oftentimes philosophers turn to science as a reliable way to learn   choose an option to annotate the terms in their list with an
about the things and processes of a given domain. Much effort in     ontology. A list of ontologies is provided to them, which includes
science is focused on acquiring knowledge through scientific         a list of “Our Favorite Ontologies” that the system generates from
discourse. This begins during formal education but is ongoing        each individual’s list of “My Favorite Ontologies.” They decide
throughout the life of a scientist, who must be able to share his    on the ontologies they want to use (all of which are extensions to
own perspective and understand those of competing explanations.      the OBOE observation ontology), and begin to the annotation
Those semantic perspectives are implicit in the artifacts of         process. For each term, the system automatically shows them
science: tools, models, datasets, and publications. Creation of      syntactically exact matches from their selected ontologies along
these artifacts involves tasks that are inherently semantic and      with definitions. They can easily explore parent, sibling, and
could both contribute to ontology development and be assisted by     child concepts as well as other related concepts to ensure that they
a knowledge base. Here we provide four use cases of some             understand the context of any given concept in the ontology and
example tasks, knowledge-based computer support for those            to reconsider their term selection. They are able to search the
tasks, and a vision for interaction mechanisms between and           knowledge base using a google-style interface to see what other
among different stakeholders.                                        concepts might be relevant. They can ask the system to analyze
                                                                     their searches and suggest concepts based on the choices by other
users who have made similar searches. If they are uncertain about        through that task. If John has an attribute that he does not think is
whether a concept is appropriate, they can request several levels        adequately expressed by any of the terms in the controlled
of help: tips and tricks, online documentation of annotation             vocabulary, he has all of the same ontology exploration
procedures, examples, live chat with a knowledge engineer, or e-         functionality available to the information managers. He can
mail support.                                                            suggest terms to be added to the controlled vocabulary and/or to
                                                                         the ontology using the same procedure as the information
If they do not find a concept that fits, they can suggest terms to be
                                                                         manager. In this case, his recommendation is forwarded to the
added to the ontology. They recommend a concept and the
                                                                         information manager who can assess the term, add it to the
system provides them with a wizard to capture their
                                                                         controlled vocabulary and link it to the ontology, or forward it to
recommendations about where the concept belongs in the
                                                                         the knowledge engineer if it requires modification of the
ontology. The system allows them to go ahead and use the term
                                                                         ontology.
with a tentative annotation. Asynchronously, a knowledge
engineer will consider where to place the term in the ontology.          Once the first dataset has been described and annotated, John has
The system will provide him with information about the term              several datasets that used the same schema. He loads the second
from their knowledge base and from their search history; he may          dataset and indicates to the system that it is a duplicate of the first
also request additional information from them. If he decides to          in terms of physical, logical, and semantic description. The
add the concept as suggested, the system makes any needed                system analyzes both datasets using a metadata ontology and
adjustments to their knowledge base. If the concept is not added,        verifies that that seems to be the case. The system duplicates the
the knowledge engineer can identify it as a synonym or make              metadata and annotations then prompts John for any edits that
some other link from that term to the ontology such that the user        might need to be made. The system “knows” which parts of the
can continue to use that term but the system can resolve it to the       metadata or annotations could possibly change because of the
correct annotation. They will get automatic notification of the          existence of the metadata ontology and leads him through those.
final decision made by the knowledge engineer. Task support for          If the datasets are not duplicates, the system will inform John
the knowledge engineer is further discussed in Section 4.4.              where there are discrepancies and support him through the
                                                                         process of comparing datasets, resolving issues and generating
When Karen and her colleagues apply keywords to resources such
                                                                         correct metadata and annotations.
as datasets or publications, they each apply terms from their
individual controlled vocabulary. They can then select an option         The remaining datasets are similar to the first dataset but vary in
for automatic annotation that runs a script that constructs the          different ways. John loads a new dataset into the tool and
correct ontological annotation. The metadata therefore includes          indicates to the system that it is similar to the first dataset. The
keywords from the local vocabulary and annotation to one or              system compares table structures, data types, and column content
more ontologies allowing the resources to be used with ontology-         and recognizes where there are differences. Again, the system
driven discovery and integration tools.                                  knows where metadata and annotations could possibly change,
                                                                         and prompts John to enter the correct information.
4.2 Data description use case                                            John wants to generate a template dataset that is already described
John Green is an ecologist with LTER who collects field data on
                                                                         and annotated (to the extent possible) for future use. He can pick
plants. He has numerous spreadsheets with similar but slightly
                                                                         any of the datasets already described and annotated, and request a
varying schemas that he has collected over a number of years.
                                                                         template. The system generates a blank table with associated
John is interested in contributing his data to a portal so that he can
                                                                         metadata and annotations, then prompts for other information that
participate in a new collaborative project that will analyze plant
                                                                         is likely to be constant, such as project descriptions and
species from around the globe. In order to do so, he must provide
                                                                         personnel. John can elect to fill these in automatically from the
metadata that includes ontological annotation.
                                                                         original dataset or he can enter new information manually. Once
The LTER information managers have previously developed a                the template is finished, he can save it and easily generate new
web application that walks users through the process of creating         datasets from it. Every time he does so, the system prompts him
metadata for datasets. Their knowledge base is accessed by this          for information that is collection-specific.
application, providing access to the site’s controlled vocabulary
                                                                         Now that John has his datasets described and annotated, he
linked to ontologies. His information manager has provided some
                                                                         contributes them to the portal, which is also tied to the knowledge
training on how to make use of the application. John has never
                                                                         base. He and a number of other scientists then begin to
actually used the system, but has a vague recollection of how to
                                                                         collaboratively decide which data should be integrated. They
do it and enters the website with confidence knowing that both the
                                                                         enter a web application that allows them to load up multiple
description and annotation tasks are supported with intuitive user
                                                                         datasets and collectively discuss them. As with the information
interfaces online help for novices.
                                                                         managers, they can link their screens such that changes by one
John creates metadata for the first dataset. He loads the dataset        person automatically appear on everyone else’s screen. They also
into the web application, which analyzes the dataset and is able to      have chat, blog, and VoIP options. As they discuss the datasets
automatically generate a fair amount of metadata. The system             they are able to map between them semi-automatically using the
prompts him for the remainder of the metadata. Then he must              knowledge base and attribute annotations. They can modify any
begin the semantic annotation process. He starts with the                of the mappings that the knowledge base suggests plus add new
controlled vocabulary for his site. The system prompts him to            mappings. They can generate integrated datasets based on their
select keywords for the dataset as a whole, then for each attribute      mappings that inherit relevant metadata and annotations from the
in the dataset. Because the keywords are linked to an upper-level        source datasets, prompting them to complete whatever new
ontology, the system prompts him to annotate the relationships           metadata or annotations are needed. As they collaboratively
between attributes required by that ontology and guides him              decide on the mappings between datasets, the knowledge base
tracks their decisions. For instance, the scientists decide that         portal that are to be input to the workflow. When they are
dataset 1 attribute 12 maps to dataset 2 attribute 6. These two          satisfied with their workflow, they can export it as a beginning
attributes were annotated differently and there currently is no          workflow for a scientific workflow system and the annotations are
relationship between those concepts in the ontology. Through             transferred with the workflow.
their collaborative mapping, however, they have indicated that
there is indeed a relationship between these concepts. As they           4.4 Ontology review use case
work through semi-automatic mapping of many attributes from              Bob Card is a knowledge engineer working with the LTER
many datasets the system is able to analyze their choices and            community. He works on a tightly-coupled team that includes
suggest changes to the ontology to the knowledge engineer.               both computer and domain scientists. Combining the teams’
                                                                         collective knowledge with information from text mining he has
4.3 Concept mapping use case                                             generated the knowledge base used in the above cases. He is
Through the data portal, John has begun a dialogue with several          rapidly receiving input from all of the suggestions made by his
scientists from different disciplines about potentially working          colleagues, as well as analysis of user actions from the system.
together on a research project. Because they are familiar with           He needs some sort of semantic management system to help him
different theories, research paradigms, and study methods, they          track all of these recommendations, make sense of them, and
need to spend a significant amount of time developing a                  generate automated response to users who are affected by a given
conceptual framework that is well thought out and integrates their       decision that he makes.
different perspectives. They are located in different universities
                                                                         He is able to generate term lists from any combination of the
and they can’t take enough time away from their teaching to
                                                                         above sources, flexibly sort and group terms, and try out tentative
adequately develop a collaborative approach. They decide to
                                                                         hierarchical structures before making any changes to his formal
make use of a new web application that provides collaborative
                                                                         ontology. As he works with the tentative hierarchies he can invite
concept mapping and is linked to the knowledge base.
                                                                         participants to collaborate with him using linked screens. Or, he
They enter the website and rather than choose specific ontologies,       can request that colleagues review and modify a copy of any
they select the portal and request to use the same ontologies as the     tentative hierarchy. The system will compare the modified copy
portal. Independently, they each draw concept maps and process           with his tentative structure and show him where changes have
flow diagrams that represent their research interests. Each term         been proposed. At any point he can modify the tentative
that they use, if present in the selected ontologies, is automatically   ontology. When Bob is ready, he can request the system to align
completed as they type it in. Again, if they want to use a term          his tentative ontology with the existing ontology and show
that isn’t in the ontology they can suggest terms. The linkages          changes. When he is satisfied with the tentative ontology he can
between terms in the diagram provide information about                   “commit” it and the system will automatically replace the affected
relationships between concepts that the system tracks, analyzes,         portion of the existing ontology with the necessary changes. The
and can use to suggest changes to the knowledge engineer.                earlier version is stored in case he needs to return to it. The
                                                                         system analyzes the changes and determines which annotated
Once they have each constructed their own diagrams they can
                                                                         resources are affected. It creates a new version of annotations for
collaboratively view and discuss each others work using linked
                                                                         those resources and notifies the user of the change.
screens, chat, blogs, and VoIP. They can draw diagrams together
representing their collective views. As they discuss the diagrams
they begin to resolve semantic issues. They determine that there
                                                                         5. EXAMPLE COLLABORATION-
is a close relationship between certain concepts in their different      CENTERED SOLUTION
disciplines but they use different terminology for those concepts.       Our team has started investigating technical solutions to the
As they find these differences they draw links on their diagrams.        challenge of defining user-friendly, semi-automated processes to
The system tracks these linkages and can use them to suggest             distill disciplinary knowledge into formal ontologies. Our goal is
links across domain-specific extensions of the ontology.                 to accomplish this with the least possible amount of difficulty for
                                                                         the user and transparent, non-obtrusive involvement of the
They can request the system to “show datasets,” and next to each         knowledge base. The approach that we are taking is design of
term on their maps it will provide titles of datasets in the portal      interacting systems for knowledge base development and
that are annotated with that term or related terms. They can             management, community-based ontology interaction, and
explore these datasets in the same collaborative way as described        multiple knowledge-based applications (Figure 2.).
above, and construct integrated datasets. The portal is linked to a
repository of publications that have been annotated. Therefore           The ThinkCap Collaborative Knowledge Portal is a prototype
“show publications” can be used to display publications that have        web application still under development that provides user
been annotated with the terms related to those they have used.           interfaces over a remote, multi-ontology knowledge base,
                                                                         designed to meet the needs of both non-technical and technical
After drawing many diagrams, exploring datasets, and reading             users (http://ecoinformatics.uvm.edu/technologies/thinkcap.html).
relevant publications they are ready to design their research            It aims to allow remote users of diverse disciplines and technical
project. They make use of a “workflow design” module that                levels to develop shared conceptualizations that are automatically
provides some structure for diagramming a conceptual scientific          formalized into OWL or RDFS ontologies.
workflow using concepts from the knowledge base. Each node in
the workflow represents a computational analysis or procedure            The paradigm of knowledge elicitation being implemented in
[16]. Links between the nodes represent flow of output data from         ThinkCap uses a knowledge engineer in an asynchronous way; by
one component to input data for the next. They use terms from            decoupling the formal knowledge base from the "arena" of user
model and process ontologies, with the system using automatic            discussion full concurrency of the editing of both is made
word completion. They can indicate specific datasets from the            possible. The process is assisted by a full-text search engine that
indexes OWL concept descriptions as well as user-provided               the semantic-driven functionality described in our use cases.
documentation (such as web pages or academic papers).                   SciDesign will provide an interface for knowledge-based
                                                                        scientific discourse, resource discovery, exploration, and
We are currently extending ThinkCap to help such a diverse
                                                                        management, and research design. As scientists and information
community of users negotiate the rigorous, streamlined axioms in
                                                                        managers make use of SciDesign for individual or collaborative
an OWL knowledge space. A new collaborative portal in
                                                                        efforts, their actions will be captured and analyzed by the system
ThinkCap will use a reasoner-assisted process and an upper
                                                                        and used to inform ontology development. Technical designs for
ontology to define different views of an OWL knowledge base.
                                                                        SciDesign, OntoGrow, and ThinkCap are currently being
These simplified views will allow applications to show only the
                                                                        developed under the second, implementation phase of complex
level of semantic complexity necessary for the immediate task.
                                                                        problem solving that follows idea generation.
Views will include conversion of ontologies to topic maps
(www.topicmaps.org). Topic maps reflect the knowledge in the            6. KNOWLEDGE ELICITATION-
ontology base in ways that are much friendlier to the user
community and much easier to operate on concurrently. The               CENTERED PROCESSES AND
portal will provide a web-based whiteboard environment for              SOLUTIONS
collaborative topic map editing. A reasoner-assisted listener           We present four approaches that our KR team has used to acquire
process will analyze user changes to the topic map and provide          scientific knowledge, beginning with the least demanding for the
suggestions to a knowledge engineer about possible relevance to         participants and ending with the most collaboration-intensive.
the underlying OWL axioms. Once a prototype has been tested             Each is followed by suggestions for incorporation of these tasks
with users, we will design additional interfaces.                       into the proposed system.

                                                                        6.1 Text mining
                                                                        In science, the knowledge representation method of choice has
                                                                        historically been written texts (publications) or conference
                                                                        presentations with accompanying figures and tables. These
                                                                        approaches are highly expressive and have worked well for
                                                                        sharing scientific knowledge for generations. A wealth of
                                                                        information about scientific concepts is locked up in textbooks
                                                                        and publications. Effective mechanisms for mining these sources
                                                                        provide abundant information for ontology development with no
                                                                        additional effort on scientists’ parts. The downside of this
                                                                        approach is that structure or presentation of knowledge within a
                                                                        text represents the perspective of one or a few scientists, and does
                                                                        not necessarily capture the perspective of the broader community.
                                                                        It may not provide a knowledge model for which there can be
                                                                        widespread ontological commitment [8]. Therefore, text mining
                                                                        approaches are dependent on extensive collaborative review of
   Figure 2. Interacting systems that make use and inform               the results.
             development of multiple ontologies.                        The knowledge representation team is exploring different ways of
OntoGrow is an interface to ThinkCap that is currently under            extracting knowledge from a popular ecological textbook [3] for
design. OntoGrow will provide functionality for communities to          use in the OBOE framework. The team is quantifying the
interact with ThinkCap and can either be accessed directly or           strength of association among key ecological terms using various
indirectly through an application add-in. OntoGrow has three            measures of proximity. For example, the term “population” is
objectives:      1) provide community feedback/critique of              strongly associated with “individual” and also “community”;
ontologies, 2) recommend a term for an ontology, and 3) map             however, the association between “individual” and “community”
semantics between a resource and one or more ontologies. The            is considerably weaker. Moreover, the proximity of different sets
multiple views of ThinkCap will allow OntoGrow to provide               of prepositions and verbs to coupled ecological terms is being
wizards that step a user through these processes in more intuitive      used as a mechanism to determine the most likely type of
ways. For instance, to recommend a new term, the user could             relationship between terms. For example, when “individual” and
first be asked to provide its definition through the dictionary view,   “population” are in close proximity, words like “in”, “part” and
find a related term with a thesauri search, place the term in a         “contain” are often also in close proximity suggesting a part-of
hierarchy by using a taxonomy to expose the context around the          relationship between these terms. The team is also using book
related terms that the user has selected, and relate the term on a      chapter, section, and subsection headings to help structure the
topic map generated from the portion of the ontology that               nested ecological terms, which helps distill broader concepts in
includes that hierarchical element. Thus, the user can be stepped       the textbook domain (e.g., “competition” or “ecosystem”).
through the task of ontology navigation by using their choices at       There are many mechanisms for incorporating text mining into
each point to simplify the choices at the next level of complexity.     the hypothetical system. This functionality could be provided to
The applications that are currently being developed by our              knowledge engineers within ThinkCap. Text mining could be
projects will each be able to make use of OntoGrow as an add-in         integrated into SciDesign as an aid for scientific literature search
or through remote calls, providing a uniform mechanism of               and review. Substantial time is dedicated by scientists to
interaction with the knowledge base. In addition, we are                following the literature in their own discipline. Increasingly the
designing a new system, SciDesign, that is envisioned to provide        boundaries between disciplines must be crossed and scientists
must search for relevant literature in disciplines that are less well   management needs can be leveraged to support the activities of
known to them. Visual analytics is a new approach that mines            the scientists.
semantic content across many potential resources and provides           For instance, information managers collectively invest much
tools for visual content analysis [25]. Linking visual analytics        effort in designing databases, developing normalized schemas,
with text mining would provide scientists with functionality to         standardizing keywords, and developing standards for metadata.
more easily, effectively, and comprehensively conduct literature        They have their own knowledge arena that combines both generic
searches. Providing computer support that enables this task             data management concepts and how those concepts are best
would create an environment where it is to the scientist’s benefit      applied to a particular domain of interest. Separate ontologies
to use the system while providing valuable semantic information         should be constructed to capture this knowledge. Rule-bases
for ontology development. In a given literature search, selection       could be constructed that link to those ontologies and can be used
of multiple resources from different disciplines, journals,             to guide data management efforts. For instance, in designing a
websites, and other online sources provides evidence that these         new table for collection of a particular kind of field data, the
content sources are semantically related in some way. Combining         system could use an ontology and rules about database design to
source-specific semantic keywords with the choices and actions          provide expert advice and best practices, mine available data to
of many scientists equates to other forms of social tagging             find and show examples of datasets that meet those guidelines and
prevalent in Web 2.0. The system should be equipped to analyze          are semantically equivalent to the data the scientist intends to
these choices, mine the relevant texts, and both suggest other          collect, and suggest one or more table designs.
literature that might be relevant to the scientist and in parallel,
propose terms and relationships to the knowledge engineer.              6.3 Concept mapping
                                                                        Concept mapping is an approach that the KR team has used that
6.2 Keywords and controlled vocabularies                                provides direct input for ontology development from a number of
Scientist’s regularly apply keywords to textbooks, publications,        scientists while they are engaged in an activity that is useful to
and datasets. Traditionally these are uncontrolled, though              them. Concept mapping is a representation mechanism that has
controlled vocabularies are becoming more common (i.e. for              been developed to support a constructivist notion of learning [18].
computer science publications IEEE and ACM share a definite             Concept maps are a form of directed graph that captures
tree-structured list of terms). Additionally, the titles they choose    associations (links) between concepts (nodes; Figure 3). Concept
provide information about important terms. Mining titles and            mapping provides maximum flexibility for conceptualization of a
keywords for concepts and relationships provides a pathway for          domain of interest, and any kind of association can be mapped.
acquiring views on scientific knowledge that requires little effort     From a collaborative perspective, concept maps provide visual
from scientists, but does require collaboration with information        representation of disparate conceptual frameworks including the
managers who know how to access these on their systems.                 most important terms from a particular view, and places those
Separate from our projects, LTER information managers                   terms in context with one another for rapid understanding.
conducted a mining project on network datasets and publications
in order to develop a controlled vocabulary [21]. A list was
generated by compiling all words appearing in metadata titles,
keywords, and attributes, and in publication titles and keywords.
The resultant list contained 21,153 terms. The list was filtered for
‘of,’ ‘the,’ and similar definite articles and prepositions. Terms
were then rated in importance based on a number of usage
criteria. The information managers are continuing to work with
this list to develop a controlled vocabulary for use in tagging
datasets and publications. They provided this list to our KR team,
who were able to incorporate these terms into ontology
development. The intention of both groups is to ultimately link
the information managers’ controlled vocabularies to the ontology
such that controlled keywords applied to any resource are
automatically annotated to the ontology, the ontology can be used
to suggest terms that are not available in the controlled
vocabulary, and the process of users applying new keywords can
inform continued development of both the controlled vocabulary
and the ontology.
In the proposed system, support for information management
activities could be embedded in SciDesign. One of the above use
cases explicitly addresses supporting construction and
management of local vocabularies. There are many other                      Figure 3. Example concept map showing relationships
information management activities that could be supported.                      between terms related to the scientific method.
Sometimes these activities are conducted by information                 The utility of concept maps as a mechanism for enabling
managers, but there are many scientists who work independently          interdisciplinary discussion has been demonstrated [11, 13]. In
and must conduct these activities themselves. Even when                 cross-disciplinary problem solving efforts, colleagues with
information managers are employed, they must work closely with          differing conceptual frameworks often have limited ability to
scientists.    Design of functionality to assist information            comprehend each other [7, 28, 13]. The degree to which
                                                                        comprehension is limited depends on the conceptual proximity of
relevant conceptual frameworks - hence, two physical scientists        the US. The selected participants represent the most technically-
are more readily able to collaborate than a physical and social        savvy of young ecologists tackling problems that require
scientist, or a life scientist and a computer scientist. Enabling      computational approaches. During the workshop, one full day is
cross-disciplinary collaboration is therefore a problem of             spent covering ontologies. Over the four years that the training
representing disciplinary concepts in a way that enables rapid         has been conducted, the ontology portion has been constantly
comprehension and learning by those outside of that discipline         modified based on feedback from students, and many new
such that integrative problems can be solved.                          approaches have been tried. In general, the students are exposed
                                                                       to exercises that highlight the semantic issues in ecological
The process of concept mapping is analogous in many ways to
                                                                       datasets and the requirements for resolving those issues. They
social tagging systems. The content, in this case, is an
                                                                       construct ontologies for their research interests on paper. We
unrepresented concept in the mind of the scientist. A node in a
                                                                       demonstrate ontology editors and touch graph visualizations.
concept map represents that concept. Two scientists may use
                                                                       They step through portions of ontology editing exercises such as
different terms in the node that describes that concept, essentially
                                                                       CO-ODE’s pizza ontology [12]. The ontology portion of the
tagging that concept differently. Links between nodes specify
                                                                       training is always the most difficult to present, and often receives
that a relationship of some sort exists between those concepts.
                                                                       criticism in post-training surveys. Even though participants
This is roughly equivalent to inferring implicit semantic links
                                                                       understand the semantic issues and recognize that ontologies
between Web content. Two scientists drawing concept maps
                                                                       might be useful for addressing them, they do not think that it is
about the same research area will each have their own map using
                                                                       important for them to understand ontologies. In the most recent
the same or different terms and relationships, but they are tagging
                                                                       training (January 2007) survey feedback indicated that 50 percent
the same semantic content. During scientific discourse, these
                                                                       of participants, when asked what one thing they would change
disparate concept spaces may become partially aligned. Hence,
                                                                       about the training, thought the ontology portion should be
concept maps from multiple scientists build a participatory
                                                                       removed. This is a clear indication that direct exercises with
ecosystem of content that can provide important vocabulary,
                                                                       ontologies is an obscure task for ecological scientists and more
indicate synonyms, show informal associations between terms,
                                                                       gentle tools are needed for communicating semantic models.
and provide hierarchical relationships. These semantic tags
require structuring by the KR team and subsequent review and           The KR team has attempted to engage groups of scientists in
editing for clearance, cohesion, and soundness. However, the           ontology development through working meetings where they are
benefit of using concept maps is that it engages the scientific        asked to talk about their research, explain terms, brainstorm
community in supplying knowledge for ontology development in           hierarchies, and provide lists of terms. Generally, their level of
a way that has other direct and immediate benefits to them, such       interest in these activities fades rather rapidly, mirroring the
that they are more likely to participate.                              response from the training activities.            Additionally, the
                                                                       hierarchical structures that they propose are often unusable in our
In the proposed system, concept maps and other diagrammatic
                                                                       ontologies due to logical errors. Most importantly, those who are
forms are expected to be an important part of SciDesign.
                                                                       willing to participate are typically new faculty who are under
Scientists draw many sorts of diagrams and frequently find that
                                                                       substantial pressure to produce research results quickly in order to
mode of expression useful while discussing complicated cross-
                                                                       obtain tenure. Their modus operandi is to only get involved in
disciplinary subjects. Process diagrams, flow diagrams, project
                                                                       activities that will quickly lead to publication. Few obtain any
diagrams – there are an unlimited number of uses of diagrams.
                                                                       short-term professional benefit for assisting in the development of
The system should provide flexible, intuitive diagramming tools
                                                                       ontologies; hence, few can remain engaged at the level needed.
that can be collaboratively constructed and shared, plus easily
extracted and converted to publication-quality diagrams. If the        Given all of these issues, the KR team has to be creative about
nodes on the diagrams are linked to ontologies they can provide        finding other ways to obtain their input. The hypothetical system
an individual “view” of the knowledge base, allowing each              as a whole represents a new approach to “meeting with the
scientist to maintain his own conceptual perspective without           scientists.” This new approach is virtual rather than physical, and
compromising the collective formal structure. We have found            focuses on linking user-centered task support with knowledge
that it is important to the scientists to be able to express their     development task needs.        It combines “pulling” ontology
individual view with no constraints, and that the underlying           development through analysis of the way semantics are used by
subsumption hierarchy is much less important to them [20].             the community with “pushing” ontology development with easy
Science is, after all, about investigating areas of our                mechanisms for reviewing and suggesting changes during task
understanding where there is not agreement, and understanding          performance. It is an attempt to solve the problems of disparity of
linkages across hierarchies rather than within hierarchies. Much       work and benefit, critical mass, and Prisoner’s dilemma [10] that
of our analysis involves providing mechanisms for online and           are prevalent in collaborative ontology development projects. It
collaborative construction of concept maps and other scientific        does that by bridging the gap between formal and informal
diagrams that facilitate working with different ‘views’ of a set of    semantic approaches in ways that reduces workload and provide
ontologies based on individual perspectives and choices about          benefits for all participants.
representation.
                                                                       7. COLLABORATIVE ONTOLOGY
6.4 Meeting with scientists                                            DEVELOPMENT MODEL
The utility of ontologies has been introduced to scores of             Developing semantic systems that depend on and enable group
ecologists during a week-long training workshop on                     sharing of resources differ in fundamental ways from developing
ecoinformatics that the SEEK project holds each January. The           software that supports individuals and large organizations [10].
participants in this training are 20 new faculty and postdoctoral      One clear difference is that in both of the latter, the tasks to be
associates selected from on average 60-80 applicants from around       supported are well-defined in advance by product managers or in-
house IT experts, respectively. In contrast, semantic tasks may be     systems target. Developing cross-disciplinary understanding is
understood for the work of the KR team but are poorly defined for      the first step towards the truly interdisciplinary perspective that is
any new community that is to be supported. For instance, much          required for effective idea generation. While there are few
work has been conducted on semantic tasks of online shoppers           theories about enabling interdisciplinary interaction, social
and therefore systems that support and make use of these               science research on boundaries, boundary crossing, and boundary
activities are becoming common place. Those tasks are not              spanners point to the importance of constructing shared artifacts,
necessarily analogous in any way to the semantic tasks of a            facilitated by an individual whose is explicitly tasked with
completely different group such as scientists. The semantic tasks      mediating between the groups [24, 13, 30, 2]. The role of a
must be understood before they can be supported. A second              mediator in any sort of groupware development is currently
difference is that the introduction of systems that drastically        unspecified but in the semantic system case, could include soft
change work patterns require corresponding investments in              system analysis of the KR team, domain specialists, and the
dealing with social and political factors that go along with change    broader community.
management. These issues are largely absent in development of
single-user software. They are strongly present in organizational      8. CONCLUSIONS
settings where there is also an infrastructure in place to provide     This paper describes interactions that have taken place between a
training, restructure work, and provide leadership. Our semantic       knowledge representation team, natural scientists, and information
systems for scientists bring about all of the challenges of            managers, and uses those to drive a set of use cases for design of
changing work processes with little of the supporting                  systems that enable better collaboration on ontology development.
infrastructure. This is a common reason for failure of new             Previous interactions have been stymied by the lack of
groupware solutions. For these reasons and many others it is           community understanding of ontologies and willingness to
essential that collaborative knowledge development teams               dedicate time towards ontology development. These problems
become strategic in their activities. Unfortunately, there are few     reflect the lack of direct, immediate benefit for the participant.
models available to guide strategic choices.                           Our experience leads us to believe that formal ontology
                                                                       development could be more effectively informed by constructing
We propose the following model for development of semantic
                                                                       tools that capture semantic decisions that are made in the course
systems that depend on collaboration between knowledge
                                                                       of the community’s everyday work. Our community of interest
representation specialists and the communities that they aspire to
                                                                       regularly semantically tags the artifacts used in the conduct of
support. System development should be explicitly divided into
                                                                       science – datasets, publications, and models, and makes use of
two phases: an idea generation phase and an implementation
                                                                       them in ways that capture semantic linkages. Design and
phase (Figure 4). The idea generation phase can be conceived of
                                                                       development of systems that capture these semantic decisions and
as product development on steroids. It is separated out to
                                                                       effectively make use of them to inform ontology development has
emphasize that this is a lengthy, time-consuming process that may
                                                                       been initiated but is in its infancy. Ultimately, we hope to have
require as much resource investment as the implementation phase.
                                                                       prototype systems and showcase applications that use those
                                                                       systems to demonstrate the collective benefits of ontology-based
                                                                       systems and applications.
                                                                       The ideas that are generated through this process are not a
                                                                       complete set. They represent one or a few of many possible
                                                                       integrated approaches to linking semantic tasks. As the ideas are
                                                                       implemented and enacted within the broader community, other
                                                                       ideas will emerge. It is extremely important that any strategy
                                                                       taken explicitly account for feedbacks throughout the entire
                                                                       process including providing mechanisms to incorporate the views
                                                                       of the broader community in long-term system development.

                                                                       9. ACKNOWLEDGMENTS
                                                                       This work was funded through National Science Foundations
   Figure 4. Model of collaboration on semantic systems. The           grant 0225665 for the SEEK project, grant DBI 0640837 for the
     idea generation phase is made explicit and involves needs         ARIES project, and European Union grant 010036-2 for
      analysis across the collective stakeholders rather than a        SEAMLESS. We would like to recognize the many relevant
    single user group. Every step in the model is iterative and        discussions with the rest of the SEEK and ARIES teams, along
                involves feedback from other steps.                    with valuable comments by anonymous reviewers that led to
Idea generation is an iterative process that has the goal of           restructuring of this paper and considerable sharpening of content.
discovering linkages between semantic tasks of the collective
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