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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Ontology-Mediated Cultural Contact Detection Through Motion and Style in Southern Chinese Martial Arts?</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>ng Hou</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Bibliotheca Hertziana - Max Planck Institute for Art History</institution>
          ,
          <country country="IT">Italy</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Laboratory for Experimental Museology</institution>
          ,
          <addr-line>EPFL</addr-line>
          ,
          <country country="CH">Switzerland</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>University of Lausanne</institution>
          ,
          <country country="CH">Switzerland</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Intangible cultural heritage (ICH) is the discipline that encompasses methods to encode for preservation, publish and transmit objects of cultural signi cance that have no correspondence in material culture like artworks and buildings do. The boundaries of what should be captured as intangible cultural objects are blurred, due to their immaterial nature. However, concepts such as style, experience, tradition and, as a generalisation of the latter, cultural contact, have all been subjects of study in ICH research. Even though a great deal of the body of ICH is intrinsically endangered by being conveyed through oral history, occasionally available material evidence may serve as a vehicle through which intangible elements are captured [2]. Every so often, focused e orts respond to this challenge through several means, notably by capturing performances of culturally signi cant activities in multimedia or multimodal capacities [9]. One of the channels where intangible culture is expressed is kinesthesia: whereas purely kinetic dimensions such as pose, gesture and movement, are themselves information carriers, it is through their perception that they acquire signi cance in studying their role in the transmission of culture. This has been primarily carried out in the context of dance, arguably the best-known performative discipline that values motion, perception and interpretation, however, this also holds true in martial arts. As in dance, many forms and styles are expressed through allegorical devices, such as the crane or the drunkard, which either reveal the source of inspiration for a given technique, or provide a means to facilitate its transmission. Another example is the osmosis between military and civilian martial arts - the latter employing makeshift weapons or simulating ? This work was supported by CROSSINGS - Computational Interoperability For Intangible and Tangible Cultural Heritage, a project in Collaborative Research on Science and Society (CROSS 2021).</p>
      </abstract>
      <kwd-group>
        <kwd>Intangible cultural heritage</kwd>
        <kwd>Ontology</kwd>
        <kwd>Martial arts</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>them with hand techniques due to the prohibition to bear arms - to counter the
phenomenon of piracy in China. Such in uence materialises into cultural traits.</p>
      <p>This paper introduces an ongoing study aimed at understanding how such
a complex, immaterial and kinesthetic art form as martial arts can be formally
modelled so that its cultural traits can be singled out, with a view of detecting
phenomena of contact such as in uence, assimilation or domination. The study
will contribute: (1) a exible, standards-compliant formal ontology that models
martial arts through kinesthetic, stylistic and social lenses; (2) an instantiation
of the ontology in the context of the Hong Kong Martial Arts Living Archive; (3)
a method for detecting ICH traits through an existing cultural contact ontology.
2
2.1</p>
    </sec>
    <sec id="sec-2">
      <title>Background</title>
      <p>
        The movement in martial arts as ICH
Unlike tangible monuments, where cultural identities are manifested through
physical objects, intangible heritage is de ned through its reliance on tacit and
embodied practices. These are, in turn, subject to a dynamic process of human
interactions, as well as a constant transformation linked to social change and
exchange. Taking up Wulf's statement, the intangible culture practices are usually
bodily, performative, expressive, symbolic, rule-based, and non-instrumental.
Therefore, to transmit them, we need a social and interactive process where
the human body functions as the medium to acquire practical knowledge [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ].
      </p>
      <p>
        The oeuvres of ICH comprise the practices from diverse nations and cultures.
Among those, martial arts - being an experience that \resonates with everything
it touches, changing how you think and act, perceive and feel" [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] - incorporate
a global di usion of ideas, images and consumer goods, as well as present the
transnational crossing of social-cultural boundaries [
        <xref ref-type="bibr" rid="ref13 ref6">6</xref>
        ]. For this reason, the
general domain of martial and combative arts has attracted numerous scholarly
enquiries to understand social and personal transformations, as well as to reveal
the circular impact of body and culture upon each other [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ].
2.2
      </p>
      <p>
        HKMALA: The Hong Kong Martial Arts Living Archive
Through the sustained creation and re-creation of diverse ethnic groups, Chinese
martial arts nowadays are practised in countless groups at various organisational
levels, ranging from \families" to \schools" and \sects", each with its own set of
philosophies, concepts, techniques, and training systems [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]. With these groups
as the hives of cultural transformation, Hong Kong has acted as a vibrant center
for Southern Chinese martial arts throughout the 20th century due to its role rst
as a major port and trading center, then as a safe haven for refugees across China
[
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. However, these treasured cultural practices, made famous globally by the
movie industry, are being endangered by rapid urban development, population
growth, cultural transformation, and the aging of the masters.
      </p>
      <p>
        In response, the Hong Kong Martial Arts Living Archive (HKMALA)
originated as a heritage project in 2012, to archive Hong Kong's rich and diverse kung
fu styles with traditions [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. The HKMALA project is a longitudinal research
collaboration between the International Guoshu Association, City University of
Hong Kong, and the Laboratory for Experimental Museology (eM+) at EPFL. It
encompasses a comprehensive analysis of digital strategy including motion
capture, motion-over-time analytics, 3D reconstruction, high speed and panoramic
video, and a comprehensive photographic archive of all kung fu masters involved.
Its datasets represent the world's largest motion archive for intangible cultural
heritage, spanning over 130 sets of empty-hand and weapon sequences, or taolu,
representing 19 styles and performed by 33 elite Hong Kong practitioners. The
archive is accompanied by extensive contextual documentation such as ritual
descriptions and multimodal entities comprising texts, audios, interviews, and
digital records of physical objects such as weapons and training tools.
      </p>
      <p>
        The current logical organisation of resources in HKMALA re ects the use
case of assembling them for exhibitions around a designated theme.4 To organise
them into an open-access learning resource requires a knowledge organisation
system that has both the exibility to accommodate content in the diverse South
Chinese martial arts spectrum, and awareness that said content is a carrier
of ICH elements like tradition, style and in uence. Providing such ontological
grounding, as described in what follows, is part of our mission. Once this is
carried out and HKMALA is published accordingly, it will play an active role in
the preservation, re-activation and revitalisation of traditional martial arts [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ],
as well as the basis for future educational programs [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ].
3
      </p>
    </sec>
    <sec id="sec-3">
      <title>Ontologies for cultural studies on martial arts</title>
      <p>Our rst e ort in the knowledge organisation of HKMALA is to construct a
formal ontology. This has the dual aim of: (1) using it for modelling HKMALA
metadata into a knowledge graph, and the latter for reorganising
multimedia/modal content and enabling ontology-based access to it; (2) enabling cultural
studies by identifying the potential for entities in the ontology to constitute
cultural traits, so that a rule system for detecting contact can be built upon them.</p>
      <p>Any modelling e ort with a focus on cultural heritage must provide a scholar
with the tools to single out and highlight the entities with a potential to
contribute as traits of a culture, or to be transmitted through a form of contact.
Martial arts are no exception, less so because their manifestations are only
seldom captured as cultural objects, and any encoding e ort comes at a loss. Whilst
in our use case kinetic and kinesthetic elements hold our primary interest, it
cannot be denied that dimensions pertaining to, e.g. how the discipline is taught or
the symbology of preset choreographies, are equally culturally signi cant.</p>
      <p>Based on these design considerations, the ontology network is being
developed to satisfy these requirements:
4 Some themed exhibitions were: Lingnan Hung Kuen Across the Century: Kung Fu
Narratives in Cinema and Community (2017), and Safeguarding the Community: an
Intangible Cultural Heritage New Media Exhibition (2018).
1. Modular. As the dimensions along which cultural contact is traced vary
profoundly, each is best captured in its own ontology module.
2. General. Use cases aside, the model should be general enough to be adapted
to most martial arts or to non-combative kinesthetic performing arts.
3. Inferenceable. Cultural traits are not made explicit: as many entities have a
potential to act as manifestations of a culture, they only materialise as such
when an inference is made, or in data built upon the ontology.
4. Grounded. Build the model up to the level where the entities specialise those
of a designated upper ontology, and use the latter as a reference.</p>
      <p>Developments of our martial arts ontology system are being made openly
available on GitHub.5 We have structured our network along three possible
dimensions through which lenses can be built to highlight a cultural phenomenon
(req. #1). These are the kinesthetic, stylistic, and social dimensions.</p>
      <p>The starting documentation for this modelling e ort is the corpus of panel
texts and media captions for the exhibitions that were established for HKMALA
through the years, as well as multimedia subtitles of interviews to masters and
their technique explanations. The base terminology was lifted from the corpus
by project members and engineered as classes and properties. The resulting key
concepts are synthetically shown in Figure 1, with nodes for classes and edges for
properties relating them through either domain and range, or class restrictions.
The gure re ects the organisation into modules denoting the principal cultural
dimensions, with classes serving as contact points between them.
Kinesthetic dimension. The features that describe the articulation of the
human body or weaponry during a stance or attack belong in this module. These
5 CROSSINGS ontologies, https://github.com/CROSSINGS/ontologies.</p>
      <p>Grip
on
handlled</p>
      <p>with
Handling
kinesthesia</p>
      <p>Armament employs represented by
Bodily
Hardness</p>
      <p>Posture</p>
      <p>Technique
requires
with stanceabsorbs</p>
      <p>Vital
Flow</p>
      <p>taught at
Syllabus</p>
      <p>MA</p>
      <p>Community
valid for adopts Grading</p>
      <p>belongs in Scale
Symbolic
Object
represented by</p>
      <p>Styling</p>
      <p>System
has intent Intentive</p>
      <p>Approach</p>
      <p>part of
practiced in part of
uses</p>
      <p>Training
Choreo- practiced in Method
graphy
styling</p>
      <p>Grading
System
social
include posture, grip, movement and the parts of the anatomy they a ect. This
kinetic model is complemented with kinesthetic concepts, such as body hardness
and ow of vital energy (e.g. the qi in kung fu), that are not quanti able in
themselves, but are manifested and perceptible through kinetic means.
Stylistic dimension. How combinations of kinesthetic features culminate in
what may be de ned as a technique, choreography (or form, e.g. kata or taolu),
style or as an entire martial art, is the remit of this module. Along with the
kinesthesia of styles, the symbolism that inspires them or aids their transmission
(e.g. the observation of a drunkard's erratic moves or of a crane's stance) is of
unquestionably crucial cultural value and is encoded as a Symbolic Object.
Social dimension. This is the system that describes how martial disciplines
are taught, learnt, assessed and disseminated. Here, a Martial Arts Community
represents collective social agents where this takes place, e.g. a school, clan, sect
or sports federation. These are also distinguished through their training methods,
and the norms in place to assess the technical mastery of a practitioner. The
relevance of capturing this aspect as a potential cultural trait is warranted by
the fact that, even within the same discipline and style, di erent pedagogical
frameworks may be employed by assimilation or opposition.</p>
      <p>
        Note that no speci c commitment is made to the HKMALA context: any
notions speci c to Southern Chinese martial arts will require the ontologies to
be specialised or instantiated (req. #2). Also, to ensure enough exibility to
develop rule systems upon the ontologies, we aim at an implementation within
the OWL 2 RL pro le (req. #3). Such rule system will be necessary to be able
to classify e.g. an experienced practitioner as a Master { a status recognised in
the social dimension { or a piece of Armament or other object as a training tool.
Lastly, we are experimenting with the adoption of DOLCE UltraLite [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] as the
top-level ontology that provides fundamental notions such as agents, qualities,
norms and methods, as its highest level closely re ects our expectation for a core
set of candidate entities for cultural traits (req. #4). The decision to extend a
top-level ontology, rather than a cultural heritage model such as CIDOC CRM
[
        <xref ref-type="bibr" rid="ref5">5</xref>
        ], is motivated by the fact that this is primarily a domain ontology, therefore
its cultural heritage standing is to be indirectly detected (see below).
4
      </p>
    </sec>
    <sec id="sec-4">
      <title>Outlook</title>
      <p>Our martial arts ontologies are being developed to serve a variety of use cases.</p>
      <p>The main ongoing e ort is the knowledge-based re-organisation of the
HKMALA itself. To that end, an RDF dataset based on the ontology discussed
earlier is being generated through re-engineering the structured metadata of
HKMALA media les. Once augmented with alignments to datasets like Wikidata,
the dataset will be used for the annotation of individual segments of motion
capture and video resources, thus enabling ne-grained querying of the entire archive
through the resulting knowledge graph. Both tasks are currently underway.</p>
      <p>
        Another goal is to formalise the detection of cultural contact: the
documentation that accompanies HKMALA exhibitions references many contexts where a
form of in uence took place, e.g. Japan to China or military to civilian, and the
traits where it is manifested, such as weaponry or the symbolism behind a
technique or style. Granados-Garc a previously conducted a similar study, if on the
Ancient World and over tangible cultural heritage, developing a CIDOC-based
cultural contact model6 and inference rules written as OWL property chains and
SPARQL constructs [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. We are investigating the application of this approach
to semi-automatically detect cultural in uence on the HKMALA dataset, by
creating new inference rules that use ICH elements as cultural traits.
      </p>
    </sec>
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