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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>A Data-driven Approach for Core Biodiversity Ontology Development</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Nora Abdelmageed</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Alsayed Algergawy</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Sheeba Samuel</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Birgitta König-Ries</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Friedrich Schiller University Jena</institution>
          ,
          <country country="DE">Germany</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Michael Stifel Center Jena</institution>
        </aff>
      </contrib-group>
      <abstract>
        <p>The biodiversity research domain is composed of diverse scientific subdisciplines resting on various conceptual models developed over time, which results in a large number of biodiversity domain ontologies, each representing a part of the domain. On the one hand, these parts overlap to some degree. On the other hand, the meaning of concepts used often depends on the particular interpretation according to the background. In this paper, we propose BiodivOnto, a core ontology including a well-defined and limited set of concepts within the biodiversity domain. This core ontology provides a basis for linking diferent sub-ontologies. To this end, we develop a semi-automatic data-driven approach that uses clear links between domain experts and knowledge engineers. In particular, the proposed method uses the fusion/merge strategy by reusing existing ontologies and is guided by data from several data resources in the biodiversity domain. The used data as a driving force for the proposed approach has been collected from various resources, including tabular data, unstructured data, and metadata extracted from diverse open data repositories.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Biodiversity</kwd>
        <kwd>Knowledge Representation</kwd>
        <kwd>Core Ontology</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        Understanding biodiversity and the mechanisms underlying it is crucial to preserve this
important foundation of human well-being. This demands the management and integration of
biodiversity data [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. A large amount of heterogeneous data is collected and generated in
biodiversity research, which means integrating these heterogeneous data remains a big
challenge. Semantic web in general and ontologies in particular play a vital role in coping with the
integration and management of these heterogeneous data by allowing representing the relevant
concepts and relations of a considered domain in a machine-readable format [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. As a result,
several domain-specific ontologies have been developed. For example, statistics on BioPortal 1 show
that more than 890 ontologies with 13.387.405 concepts have been developed. Several domain
ontologies like ENVO2 and IOBC3 exist to model specific areas in the biodiversity domain [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ].
However, there is a growing need to bridge the more refined biodiversity concepts and general
concepts provided by the foundational ontologies. Foundational ontologies span many fields,
modeling the basic concepts and relations that make up the world [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. Core ontologies provide
a precise definition of structural knowledge in a specific field that spans diferent application
domains [5]. Hence, core ontologies provide a bridge between the foundational and subdomain
ontologies. Several eforts have been made in diferent domains to represent the basic categories
of the domain knowledge using core ontologies. Several approaches exist in the development of
core ontologies, including manual and (semi)automatic ways.
      </p>
      <p>In this paper, we present the design of a core ontology, BiodivOnto for the biodiversity
domain. We use a semi-automatic approach that includes the usage of fusion/merge strategy
[6] for the core ontology development. We developed a four-phase pipeline with biodiversity
experts and computer scientists involved at diferent stages. We collected and analyzed a set
of heterogeneous biodiversity data sources, including tabular data, unstructured data, and
metadata. To extract keywords from the collected data repositories, we used existing ontologies
from Bioportal4 and AgroPortal5. We applied biodiversity experts’ recommendations to filter the
keywords of interest. We generated the core concepts using automated approaches of clustering.
The relations between these core concepts are discussed and determined by the domain experts.</p>
      <p>The rest of the paper is structured as follows: In Section 2, we discuss related work. We
describe the methodology of developing our core ontology in Section 3. We present our
evaluation plan and discuss open issues and future works in the development of the core
ontology in the biodiversity domain in Section 4. Finally, we conclude in Section 5.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Related Work</title>
      <p>
        Biodiversity aims to study the totality and variability of organisms, their morphology and
genetics, life history and habitats, and geographical ranges. It is strongly related to ecosystems’
services, such as provision of water and food, and climate regulation. Therefore, it is critically
important to understand and conserve it properly [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Core ontologies provide a precise
definition of structural knowledge in a specific field that connects diferent application domains
[7, 8, 5]. They are located between upper-level (foundation) and domain-specific ontologies,
defining the core concepts of a specific field. They aim at linking general concepts of a top-level
ontology to more domain-specific concepts from a sub-field.
      </p>
      <p>There is a large number of available foundational ontologies [9], such as BFO [10], GFO[11],
SUMO[12], PROTON[13] and, etc. At the same time, there is extensive work to formalize
1https://bioportal.bioontology.org/, visited on 05.07.2021
2https://bioportal.bioontology.org/ontologies/ENVO
3https://bioportal.bioontology.org/ontologies/IOBC
4https://bioportal.bioontology.org/
5http://agroportal.lirmm.fr</p>
      <sec id="sec-2-1">
        <title>Data</title>
      </sec>
      <sec id="sec-2-2">
        <title>Acquisition</title>
      </sec>
      <sec id="sec-2-3">
        <title>Term</title>
      </sec>
      <sec id="sec-2-4">
        <title>Extraction</title>
        <p>knowledge in the biodiversity domain, which results in many domain-specific ontologies. For
example, there are 890 ontologies in BioPortal among them ten are titled core ontologies. The
core ontology for biology and biomedicine (COB)6 and the ontology for core ecological entities
(ECOCORE)7 are the only two relevant biodiversity core ontologies. The COB ontology has 73
concepts and 30 relations, while the ECOCORE ontology has more than 2400 concepts. The start
of developing both ontologies was in 2020, which indicates a growing interest in developing
such core ontologies. However, for both of them, detailed information on how these ontologies
have been developed is missing.</p>
        <p>A few core ontologies have been introduced in the biodiversity domain; however, several core
ontologies developed in other related domains. The work introduced in [14] propose the design
of a core ontology to deal with the diferent types of research activities performed in empirical
research, encompassing (physical) sampling, sample preparation, and measurement. SemSur is
a core ontology for the semantic representation of research findings[ 7]. The GeoCore ontology
has been developed to be used as a core ontology for general use in the geology domain [8]. It
makes use of the BFO ontology as an upper-level ontology.</p>
        <p>According to [5], core ontologies should combine various features, such as axiomatization,
modularity, extensibility, and reusability. Developing a core ontology following these features
leads to an elegant way to achieve good interoperability in a complex domain, such as the
biodiversity domain. There are diferent strategies to develop ontologies considering these
features, such as fusion/merge and composition/integration strategies[6]. In this work, we use
the fusion/merge strategy that builds an ontology by bringing together knowledge from source
ontologies.</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>3. Methodology</title>
      <p>The proposed data-driven approach is implemented using the pipeline shown in Figure 1. In
the following, we describe main steps of the proposed pipeline.</p>
      <sec id="sec-3-1">
        <title>3.1. Data Acquisition</title>
        <p>A first and crucial step is collecting and preparing a suficient and relevant set of data sources
from which we can extract core terms in the biodiversity domain. These data sources should be
diverse, including structured data (tabular) and unstructured data (publications). To achieve
this goal, we have developed a crawling method, as shown in Figure 2. We have considered
two important factors during this step: (i) data resources, from which data sources will be
6http://purl.obolibrary.org/obo/cob.owl
7http://purl.obolibrary.org/obo/ecocore.owl</p>
        <sec id="sec-3-1-1">
          <title>QEMP</title>
        </sec>
        <sec id="sec-3-1-2">
          <title>ENVIRONMENT,</title>
        </sec>
        <sec id="sec-3-1-3">
          <title>MATERIAL,</title>
        </sec>
        <sec id="sec-3-1-4">
          <title>PROCESS,</title>
        </sec>
        <sec id="sec-3-1-5">
          <title>QUALITY</title>
        </sec>
        <sec id="sec-3-1-6">
          <title>Semedico</title>
          <p>extracted from and (ii) a set of keywords that will be used to query these data resources. For
the first point, we consider two well known data portals with very diferent characteristics
(BEFChina8 and data.world9) to get tabular data. PubMed10 with more than 32 Million abstracts
is deemed to be the data resources for unstructured data. Once identified data resources, the
next step is to collect a set of domain-specific keywords that will be used to query these data
resources. To this end, we relax a version of the QEMP corpus [15] and a number of keywords,
such as ‘abundance’, ‘benthic’, ‘biomass’, ‘carbon’, ‘climate change’, ‘decomposition’, ‘earthworms’,
‘ecosystem’ are selected. The selected set of keywords is used later as input to the Semedico
search engine[16] to get relevant publications from PubMed. Among them, 100 abstracts have
been chosen, as shown in Figure 2 reflecting the biodiversity domain by applying an iterative
manual process for revision and cleaning for the crawled data. The result of this phase is a
data repository11 which contains 100 abstracts, more than 50 tables, some datasets are given by
multiple tables and, 50 metadata files. Our selected number of these data sources achieves the
balance between biodiversity domain coverage and reasonable human labor time.</p>
        </sec>
      </sec>
      <sec id="sec-3-2">
        <title>3.2. Term Extraction</title>
        <p>Once relevant data sources have been collected, the next step is to process them to extract
domain-specific terms. To this end, we manually annotated the collected data using GATE tool 12
for document annotation. We have followed the annotation guidelines in [15] making use of
the same ontologies and adding more important ontologies and knowledge bases, like IOBC,
8https://china.befdata.biow.uni-leipzig.de/
9https://data.world/
10https://www.nlm.nih.gov/bsd/licensee/baselinestats.html
11https://github.com/fusion-jena/BiodivOnto/tree/main/data
12https://gate.ac.uk/documentation.html
SWEET 13, ECOCORE14, ECSO15, CBO16, BCO17 and the Biodiversity A-Z dictionary18 to cover
wider ranges of terms. We also make use of the BioPortal Annotator19 with the selected
ontologies above to fetch the possible annotations for a given term. The extraction and annotation
process is not a simple task as it has several challenges to be addressed. On the one hand, some
keywords are ambiguous; we could not decide to include them. We keep those keywords in a
separate list as Open Issues. On the other hand, our main challenge is the handling of compound
words. For example, photosynthetic O2 production is expanded into the following keyword list:
[“photosynthetic”, “O2”, “O2 production”, “photosynthetic O2 production”]. We have enriched
the extracted list of terms using other existing resources: 1) annotated keywords in QEMP
corpus, 2) keywords from AquaDiva20 project and 3) soil-related keywords [18]. These existing
resources have 578, 222, and 410 keywords, respectively.</p>
      </sec>
      <sec id="sec-3-3">
        <title>3.3. Term Filtration</title>
        <p>To get the final relevant terms, we have discussed the Open Issues list with domain (biodiversity)
experts. Based on their votes on each term, we have decided on whether to include it or not.
Some keywords are already filtered out manually at this stage. We applied an automatic filtration
step for consistency, where we normalized keywords to be case insensitive and in a singular
form. Furthermore, we manually revised the final list of keywords to exclude spelling mistakes.
At the end of this step, we have 1107 unique keywords, which is 1.8x of QEMP corpus in size and
covers a broader range of biodiversity. Figure 3 illustrates the efect of this phase on the original
keywords per each data source of our work, where the figure shows that the most significant
number of unique keywords is collected using abstracts from PubMed using the Semedico
search engine. However, Figure 3 shows that BEFChina has the least number of collected unique
keywords. In addition, we have calculated the number of simple and complex keywords as
in Figure 4. The used subset of AquaDiva project has only simple keywords, however, the
soil-related keywords are only complex. QEMP and our work have a mixture of both, but our
work achieves a better balance.</p>
      </sec>
      <sec id="sec-3-4">
        <title>3.4. Concepts and Relations Determination</title>
        <p>In this section, we cover how we have reached our core concepts and their interlinks.
3.4.1. Concepts Determination
Given the vast output list from the previous step, we have automatically calculated the
intersection among our work, QEMP, and AquaDiva lists. Such intersection yields a narrowed list
13https://bioportal.bioontology.org/ontologies/SWEET
14https://bioportal.bioontology.org/ontologies/ECOCORE
15https://bioportal.bioontology.org/ontologies/ECSO
16https://bioportal.bioontology.org/ontologies/CBO
17https://bioportal.bioontology.org/ontologies/BCO
18https://www.biodiversitya-z.org/
19https://bioportal.bioontology.org/annotator
20http://www.aquadiva.uni-jena.de/
AquaDiva</p>
        <p>QEMP</p>
        <p>Soil</p>
        <p>Our Work
of keywords which we define as Seeds Candidates21. For example, carbon, climate, composition,
forest, size and, ... etc. We have considered those 30 terms, as they are the most critical
keywords and common among various projects dealing with biodiversity. We have then applied a
distance-based clustering technique to assign each of the remaining words to the closest seed.
Word embeddings [19], [20], [21] are a good representation for words to capture their semantic
meaning. For example, grassland is similar to habitat in the embedding space, so these pairs
of words could be grouped in one cluster. Same case applies for abundance and size. Word
embeddings are commonly used in applications that involve word-word similarity. Seeds and
21https://github.com/fusion-jena/BiodivOnto/blob/main/outcome/seeds.md
words are represented by 300D word embedding vectors using word2vec. Our selected metric is
the cosine similarity. Afterwards, we have manually revised the created clusters multiple times.
For each revision iteration, we check how the remaining keywords are grouped, discuss the
results with biodiversity experts, and modify the selected seeds by tending to more general
concepts. In the last iteration, we performed the WordNet[22] similarity among the remaining
seeds, clusters centroids, such that, if the similarity is 0.0, very unique seed, we pick it as a
core concept. Figure 5 illustrates a sample of our seeds with WordNet similarity &gt; 0.7. If we
have some similarities with other seeds, we have checked BioPortal for those seeds and have
picked the common ancestor for them. In the previous step, we have used PATO22, and SWEET
ontologies for looking to a common ancestor Abstract Seeds23. We have discussed our final list
of seeds, Seeds (Final - Expert)24, or core concepts with biodiversity experts. We have based our
naming on their recommendation, for example characteristic is changed to trait.</p>
        <p>Figure 6 shows the cluster’s members of the Quality core concept. It correctly captures terms
with measurements and attributes like width, depth, size, organic nitrogen content, space, and
speed. However, it has included non-characteristic terms like tree community and experimental
site. The scope of this paper does not yet cover a more detailed and quantitative evaluation.
The results of the remaining clusters are available in our GitHub repository25.
3.4.2. Final Outcome
We have discussed the possible relations that could co-occur among our core concepts. Figure 7
represents our core categories, and domain experts have validated their core links (relations).
We have changed the relation between Quality and Trait, compared to the previous version [17],
since we have involved more biodiversity experts, they all agreed on that new relation. Each
category has a set of terms as a result of the clustering algorithm. To implement the fusion/merge
strategy, we make use of the ontology modularization and selection tool (JOYCE)[23] to extract
22https://bioportal.bioontology.org/ontologies/PATO
23second column in seeds.md file
24the last column in seeds.md file
25https://github.com/fusion-jena/BiodivOnto/tree/main/outcome/clusters
longevity study</p>
        <p>preservation
nitrous oxide emissions
plant nitrogen concentration
functional biodiversity</p>
        <p>leaf trait
ratio
speed
efficiency
solid</p>
        <p>range
cooked floeoadf
rain gauge
green space
Instrumentation
grassy biome</p>
        <p>insect pollinator
prese ve
flowering season
organic carbon content
sample</p>
        <p>sea level
habitat degradation
iknintentisciteynergy
average temperature
coral habitat
coral reef</p>
        <p>consistency
scientific plant
heterocylic nitrogenous compound</p>
        <p>leaf surface
potato leaf
sea ice cover
sampling
date time
depth
abundance
photosynthetic o2 production
soil layer
richness
tree community
width</p>
        <p>individual tree
woody plant
distribution</p>
        <p>diversity
climatic condition
soil microbe
dry
manufacturing basal area
female sample size
erode
measurement</p>
        <p>fertility
lytic enzyme
nitrification rate
insect pollination</p>
        <p>woodland type
treatment
total soil organic carbon content</p>
        <p>Laser precipitation monitor
1
X
d
r
o
W</p>
        <p>each category. Table 1 shows the results of this process. The next step is
to combine (merge) the set of modules in each category to get a core ontology representing
the category. All the resources related to the design of the core ontology as well as the current
preliminary results are publicly available
26</p>
        <p>.</p>
        <p>Category
Environment</p>
        <p>Organism
Phenomena</p>
        <p>Quality
Landscape</p>
        <p>Trait
Ecosystem</p>
        <p>Matter</p>
        <p>Ontology</p>
        <p>Modules</p>
        <p>Terms sample inside category
ENVO, ECOCORE, ECSO, PATO
ENVO</p>
        <p>ECOCORE, ECSO, BCO</p>
        <p>ENVO, PATO, BCO
ENVO, PATO, CBO, ECSO</p>
        <p>ENVO</p>
        <p>BCO
ENVO, ECOCORE, ECSO, PATO</p>
        <p>ENVO, ECSO
groundwater, garden</p>
        <p>mammal, insect
decomposition, colonization</p>
        <p>volume, age
grassland, forest
texture, structure
biome, habitat
carbon, H2O
Core concepts in existing ontologies with examples[17].
contain
is_a
part_of</p>
        <p>Ecosystem
is_a
contain</p>
        <p>Landscape
contain</p>
        <p>Organism</p>
        <p>have
have
Trait
is_a</p>
        <p>have
have</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>4. Discussion and Open Issues</title>
      <p>We used a novel data-driven and semi-automatic approach involving both domain experts and
computer scientists to develop a core ontology. This approach is diferent from the traditional
approach of developing ontologies manually. We reduce the manual efort of developing core
ontology using this semi-automatic data-driven approach. We also extract the crucial concepts
from the existing biodiversity domain ontologies to develop our core one. However, there are
many open questions regarding the development, quality, and evaluation of our developed core
ontology. In the current state, we have determined only the core concepts of BiodivOnto. The
domain expert at present suggests the relation between the core concepts for the conceptual
BiodivOnto core model. We need to determine how the relations between the core concepts
could be connected. The relation between core concepts can be determined using the same
approach as the core categories are determined. We could reuse the existing properties from the
current ontologies to determine the relationship between the core concepts. The other approach
is to use the relations validated by the domain experts.</p>
      <p>The involvement of domain experts is required for qualitative ontology development. In our
methodology, a biodiversity domain expert has been involved in each stage of our pipeline.
We have included the other domain experts only after the core concepts creation, only for
ifnal evaluation and validation. We have made Quality and Trait be synonyms based on their
opinion. Hence, we plan to evaluate the ontology with more domain experts to make the core
ontology concrete. The members of each cluster have correctly captured the terms related
to the core concept. However, many terms include non-relevant of the core concept. As a
result, a detailed and quantitative evaluation is required, in addition to the domain expert
evaluation. We also need to compare between data-driven engineering approach for ontology
development and manual ontology development using domain experts. In our next phase, we
need to bring together the collected modules as an ontology. Currently, it is a conceptual data
model with modules from existing ontologies put together. Last but not least, after the complete
development of BiodivOnto, we plan to use this model in diferent biodiversity applications.</p>
    </sec>
    <sec id="sec-5">
      <title>5. Conclusions and Future Work</title>
      <p>In this paper, we present a semi-automatic approach to build BiodivOnto, a core ontology model
for Biodiversity domain. Our proposed method makes use of the fusion/merge strategy by
reusing existing ontologies and it is guided by data from several data resources in the biodiversity
domain. It consists of four steps: data acquisition, term extraction, term filtration and finally,
concepts and relation determination.</p>
      <p>Since the qualitative evaluation is done by a domain expert. Our future plan considers
involving more domain experts. In addition, a quantitative evaluation of our approach, for example,
the quality of the automatically created clusters. Moreover, after the complete development of
BiodivOnto, we plan to use it in various Biodiversity applications.</p>
    </sec>
    <sec id="sec-6">
      <title>Acknowledgments</title>
      <p>The authors thank the Carl Zeiss Foundation for the financial support of the project “A Virtual
Werkstatt for Digitization in the Sciences (K3, P5)” within the scope of the program line
“Breakthroughs: Exploring Intelligent Systems for Digitization” - explore the basics, use applications”.
Alsayed Algergawy’ work has been funded by the Deutsche Forschungsgemeinschaft (DFG) as
part of CRC 1076 AquaDiva. Our sincere thanks to Tina Heger (Berlin-Brandenburg Institute
of Advanced Biodiversity Research (BBIB)), Anahita Kazem (German Centre for Integrative
Biodiversity Research (iDiv)) and Jitendra Gaikwad (FUSION, Friedrich Schiller University Jena),
as the domain experts.
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