=Paper= {{Paper |id=Vol-3249/paper6-OSS |storemode=property |title=Foundational Development of an Occupation Ontology |pdfUrl=https://ceur-ws.org/Vol-3249/paper6-OSS.pdf |volume=Vol-3249 |authors=Yongqun He,Samuel Smith,Damion Dooley |dblpUrl=https://dblp.org/rec/conf/jowo/HeSD22 }} ==Foundational Development of an Occupation Ontology== https://ceur-ws.org/Vol-3249/paper6-OSS.pdf
Foundational Development of an Occupation Ontology
Sam Smith 1, Damion Dooley 2 and Yongqun He1
1
    University of Michigan Medical School, Ann Arbor, MI, USA.
2
    Simon Fraser University, Vancouver, BC, Canada.

                  Abstract
                  The classification of occupations, key to policy development regarding the economy,
                  education, research, organizational infrastructure, as well as health and safety analysis, has
                  received considerable attention and development over the last half century. However,
                  international and national standardized taxonomies, while very well executed, are dissimilar,
                  dated and could benefit from a new organization employing ontological methods. This paper
                  builds the case for the development of an Occupation Ontology, showing an approach that
                  employs successful methods of the Open Biological and Biomedical (OBO) Foundry. The
                  importance of occupations and their characterization is described, and four popular
                  taxonomies available in English are presented and compared. We selected and transformed
                  the US Bureau of Labor Statistics Standard Occupational Classification into a prototype OBO
                  compliant ontology, designated OccO, to illustrate the presentation of occupational
                  information as an ontology. OccO is then compared to the representation of occupations in
                  the fastest growing semantic web knowledge base, Wikidata, where occupations are organized
                  neither in compliance with any standard taxonomy nor with a consistent upper level
                  ontological framework. We then present the benefits of developing an ontology-driven
                  occupational framework. This development is at the alpha stage, with the hope that the
                  concept of an occupation ontology will gain the support of research organizations who could
                  cooperate to formulate and demonstrate the utility of a well-designed and widely used
                  ontology for occupations.

                  Keywords 1
                  Occupation, ESCO, ISCO, US BLS O*Net/SOC, UK National Statistics, ontology, OBO
                  Foundry, CEUR-WS, ENVO, ISIC, ILO


1. Introduction
   Occupations occupy a great deal of each person’s life. The central role of occupation, how one earns
his or her livelihood, was recognized at the end of World War I with the formation of the League of
Nations International Labor Organization (ILO, now a UN agency) [1]. The ILO was motivated by “the
belief that universal and lasting peace can be accomplished only if it is based on social justice.” To
facilitate the analysis of work practices around the world, standardized occupation taxonomies were
developed, with the ILO International Standard Classification of Occupations (ISCO), adopted in 1957
as ISCO-58, becoming the official international reference. ISCO was updated as ISCO-68, ISCO-88,
with the current version ISCO-08.
   However, individual nations needed references that were tailored to local needs. Today four English
language taxonomies are in use that constitute the input data for this project. In addition to ISCO, these
are: (1) US Bureau of Labor Statistics Standard Occupational Classification (US SOC), first released in
1958 [2]; (2) The UK National Statistics Standard Occupational Classification (UK SOC) 2020, first
issued in 1990 [3]; (3) The European Skills, Competences, Qualifications and Occupations (ESCO) of



The Eighth Joint Ontology Workshops (JOWO’22), August 15-19 2022, Jönköping University, Sweden.
EMAIL: smsmith508@aol.com, damion_dooley@sfu.ca, yongqunh@med.umich.edu
            ©️ 2022 Copyright for this paper by its authors. Use permitted under Creative Commons License Attribution 4.0 International (CC BY 4.0).
            CEUR Workshop Proceedings (CEUR-WS.org)
the European Union, first released in 2010 [4]. These taxonomies reflect decades of development and
adoption, but they are dissimilar, and all are based on a digital coding system embedded in the
occupation codes that is restrictive. To address these deficiencies, we propose a novel organization of
occupational information as an applied ontology suitable for computer reasoning.


2. Methods
2.1. Data collection
    Our data sources are the four English language occupation sources, including ILO ISCO, US SOC,
UK SOC, and EU ESCO. These taxonomies provide the range of occupations encompassed in this
alpha development of OccO: their occupaton labels and categories constitute the information around
which OccO is built. Additionally, there is a wealth of information on skills, abilities, and educational
requirements within these taxonomies, which would be difficult to obtain from other sources. Also, we
have reviewed the classifications of “field of work” (or industry) with reference to the US NAICS
system and the international ISIC system, choosing to focus on ISIC for “field of work” descriptors.
The Environment Ontology (ENVO) [5], an existing OBO Foundry compliant reference, is also
employed. English language taxonomies for Canada and Australia also exist, but they are not included
in this alpha development.

2.2.    OccO ontology development
   The Protege OWL-editor [6] was used for editing. Ontobee [7] was used as our primary ontology
search program. We aligned our work with OBO Foundry principles such as openness and collaboration
[8]. OccO is aligned with the Basic Formal Ontology (BFO) [9] upper layer ontology. BFO was chosen
for this development, since it is used quite successfully in over 150 active OBO Foundry ontologies
[10], facilitating integration of these ontologies into OccO. The OccO GitHub website is:
https://github.com/Occupation-Ontology/OccO. The OccO source code, which uses the open license
CC BY 4.0, is also available on the website.

2.3.    Use case testing
    While thousands will reference the standardized occupational taxonomies, millions will obtain
occupational information from the Internet and Semantic Web resources such as Wikipedia and its
related database Wikidata. Our use case will be to compare and contrast the treatment of occupations
in Wikidata, a widely used instance of the Semantic Web, and demonstrate that an OBO aligned
ontological organization of OccO is superior. The case is made that, if a widely supported occupational
ontology could be developed, it would make sense to ensure that Semantic Web applications should
comply with this ontology.


3. Results
   Initially we formulated various occupations under the BFO:role, which was first presented in our
poster presentation in the BioCuration 2018 conference [11]. Later we realized that the existing
occupation systems, including ILO ISCO, US SOC, UK SOC, and EU ESCO, inherently represent
occupations as occupation holders that have specific abilities and skills. These occupation systems
define terms such as “dentist” and “professor” instead of “dentist role” or “professor role”. After
thorough consideration, the OccO occupation ontology focuses on classifying various types of
occupation holders and their associated characteristics including skills and abilities as specified in the
existing occupation systems. This does not diminish the use of BFO:role, it simply guarantees that we
have an easily referenceable identifier for each “prototype” human holding an occupational role. The
resulting ontology builds from an existing standardized taxonomy that links to BFO entities and
relationships. Its application will be illustrated with a specific example, contrasted with US SOC and
Wikidata.

3.1.       Basic occupation definition in OccO
   There are different definitions of “occupation.” Each of the taxonomies defines occupation within
their framework, but to build an ontology from scratch, would it not be better to begin with the common
understanding of the term? The Merriam-Webster dictionary defines it as “an activity in which one
engages”. Wikipedia, reflecting a consensus among contributors (not necessarily specialists) defines it
as a synonym of job (or employment), as “one's role in society, often a regular activity performed for
payment”. The meanings of “occupation” have also been discussed in many journal articles [12-15].
For example, Royeen [15] has surveyed approximately 20 articles on the various types of ‘occupation’
definition, such as occupation as a process or means, as the outcome (i.e., state or condition) of the
process of engaging in occupation, or as people going back to work.

    In the initial scope of OccO, our reference sources are from the field of economics, so we propose
that occupation within the scope of OccO be considered as a means of livelihood, excluding non-
economic activities such as hobbies, non-professional sports and volunteer activities, but including
military as well as non-military occupations. Extending the scope of OccO is an objective once the
initial implementation is completed. This would allow inclusion of non-Western occupations, multi-
lingual occupations, and non-livelihood avocations such as hobbies and volunteer activities.

    Regardless of definition, there are two uses of occupation: Ms. Jones ‘is a’ pharmacist, versus “the
occupation of pharmacist requires the skill of reading comprehension.” In OccO, we classify Ms. Jones
as a pharmacist (which is an ‘occupation-holder’), who has taken the “pharmacist role” (a term
internally there but not represented in OccO), which is a specific ‘occupation role’. In order to be a
pharmacist, Ms. Jones requires the skill of reading comprehension, for example. OccO is grounded by
focusing on the human being who ‘is’ the occupation holder, rather than on occupation roles. (OccO
does not provide relations for describing current accreditation of professionals).

Table 1:
Classes by Level in each taxonomy.
                                 ILO                      US                  UK                EU
                                ISCO                     SOC                 SOC               ESCO
  Major                          10                      23                   9                 10
  2nd                            43                      98                  26                 43
  3rd                            130                    459                  104               130
  Detail                         436                    1016                 412               3008

   Each of the four reference taxonomies is organized into a hierarchy of four or more levels, the top
levels in each case called Major Group. The breakdown of these groups is as follows (Table 1, ESCO
has the same organization as ISCO but at the detailed level a dotted suffix notation allows a given ISCO
code to be broken into several more detailed occupations).

    Except for the UK SOC, military occupations are defined as their own major group. The detail level
occupational terms still represent classes of occupations, with tens of thousands of individual
occupation labels associated with these detail level terms. In addition to these layers of occupations,
the occupation sources include two attributes “skills” and “abilities”. Within OccO, these attributes are
treated as classes and can be linked to specific occupation holders by object properties. The occupation
holder is linked to the requisite skills and abilities by the object properties ‘has skill’ and ‘has ability.’
The source taxonomies also include attributes, such as “field of work”, “knowledge,” “context,” and
“tasks.”, but these are not covered in OccO. The set of occupation terms and categories described by
these taxonomies constitute the initial nucleus of scope for OccO. Further development can analyze the
tens of thousands of occupation terms that appear as alternate terms in the taxonomies, and the 17,000
terms for occupations associated with people contained in Wikidata.


3.2.    OccO is developed using the US SOC as the initial model
    Several factors affected the selection of a taxonomy for the initial formulation of OccO, with
integration of other taxonomic systems possible in the future. The ISCO faces a major challenge of
getting agreement by virtually all nations, including developing nations where non-Western
occupations must be incorporated. The three country-affiliated sources have greater flexibility and are
well-developed, impressive government systems with substantially improved online access and
download capabilities. Of these, the US SOC was selected for several reasons:

   •   Both the UK SOC and ESCO comply with the limited top level grouping of occupations
       that is artificially restricted to ten groups, simply because major groups are identified by
       a single digit. The US SOC has greater granularity with 23 major groups. These are not
       often ontologically pure categories but are reused as a starting point in development.
   •   The O*Net system has recently been developed as an enhancement to the US SOC, with
       ease of access to the data and extensive online search capabilities, enabling easier
       conversion and curation into OccO. (O*Net provides online querying for individuals
       interested in career choices as well as for general information about occupations.)
   •   Additionally, the O*Net system has extensive definition and organization of
       occupational attributes, for skills, abilities, knowledge, tasks and other characteristics of
       workers and roles [16]. The treatment of skills is also part of UK SOC and ESCO, and
       is especially prominent with the newest release of ESCO in March 2022. Harmonizing
       the way these occupational attributes are organized ontologically would be a worthy
       endeavor for later development.


3.3.    US SOC treatment of pharmacist

  The treatment of occupations in the various sources is illustrated by the occupation of pharmacist
(which appears in each taxonomy). The US SOC places it within the following 4-level hierarchy:

Major Group 29, Healthcare Practitioners and Technical Occupations.
   Minor Group 29-1 Healthcare Diagnosing or Treating Practitioners
      Broad Occupation 29-1050 Pharmacists
        Detailed Occupation 29-1051 Pharmacists.

   In US SOC, occupations are plural, representing the individuals within that occupation, and
capitalized. In OccO each occupation holder is a class representing one individual holding that
occupation. It is labeled in the singular form and, in compliance with OBO, lower case. In many cases
a subclass in US SOC will have the same term as its parent, but as this is not allowed in an OBO
formulation, the phrase (“broad” or “minor”, depending on occupation level) is added to the parent term
in OccO to make it unique. In this regard, we consider the parent term (e.g., “veterinarian (broad)” is
defined as a broad level that includes a narrow level term with the same name). This is not a
recommended pattern in OBO Foundry, where the label of a class should hint at least at the difference
between itself and its parent or siblings, and where other siblings are encouraged – in other words an
ontology with a parent and child class, named the same, and with no siblings and no definition or axiom
differentia (which could guide improvement in labels) creates semantic ambiguity; generally ontologies
forsake parent classes just to preserve some arbitrary source taxonomy notion of depth. This will have
to be solved in a production ready version of OccO.

   OccO incorporates the treatment of skills and abilities based on O*Net’s model. Although the O*Net
system has a metric of importance and level of each skill and ability for each occupation, these metrics
are not achieved by global consensus, and are awkward to represent in an OWL ontology, and so are
not a target of ontology representation, but are more fitting as nation specific database content.

3.4.    Semantic Web (Wikidata) treatment of pharmacist
    Semantic Web resources such as Wikipedia are de facto reference for millions of people worldwide,
but less well-known are the semantic graph databases, Wikidata.org [17] and DBPedia.org [18], which
surface content into Wikipedia. Our use case focuses on Wikidata, which, as a Semantic Web resource,
supports powerful query capabilities, allowing such searches as “List all of the people who have died
of COVID-19 and their respective occupations.” There are over 6,000. In Wikidata all items are
assigned a numeric identifier with a Q prefix, for example George Washington has an identifier Q23.
The entity “occupation” appears as Q12737077, and “pharmacist” is Q105186. Wikidata has over 9000
relations between items or between an item and a datum. Relation identifiers have a P prefix, for
example the “occupation” property is identified as P106. Wikidata organizes an occupation
hierarchically by two properties, P279 “subclass of,” and P31 “instance of” [19], but this distinction is
neither enforced nor used consistently, leading to a confusing graph in many cases where for example,
a pharmacist has multiple inverse subclass-of and instance-of parents.


3.5.    OccO high level hierarchy
    OccO uses BFO as its upper level ontology. BFO is an upper level framework with a small number
of entities, it contains a few entities under which OccO will associate occupational entities. Select terms
from existing BFO aligned “reference” ontologies are also reused. For instance, “human”, defined by
the NCBITaxon ontology as a synonym of ‘Homo sapiens,’ positioned under the BFO class hierarchy
“material entity,” “independent continuant,” “continuant,” and finally “entity.” In OccO we assert that
occupation holder ‘is a’ human, which bestows upon occupation holder any of the necessary and
sufficient relationships that more abstract classes such as “human” hold.

Likewise the other terms of OccO are “plugged into” existing BFO entities. “Skill” and “ability,” as
well as “occupation role” fall under the “realizable entity” of BFO, which is an important property.

Realizable entities are described in [20] as:
Functions, roles, dispositions and capabilities are realizable entities in BFO. A realizable entity is
defined as a specifically dependent continuant that has an independent continuant entity as its bearer,
and whose instances can be realized (manifested, actualized, executed) in associated processes in which
the bearer participates.

Typically an instance of a realizable entity is realized throughout the course of its existence. However
it may exhibit periods of dormancy, when it exists by inhering in its bearer but is not manifested — as,
for example, in the case of diseases which are marked by periods of dormancy, or by many occupational
roles, which are not realized when the bearer is asleep.

In OccO, skill and ability are BFO dispositions, and occupation role is a BFO role, as shown in Figure
1. Merrell et al. have proposed that within BFO capabilities are a special type of disposition that can be
evaluated on the basis of how well they are realized [21]. Therefore, we consider both skill and ability
are subclasses of capability (Figure 1).
Figure 1 OccO entities within BFO framework


3.6.    OccO treatment of pharmacist
   In the initial OccO up for discussion, the major, minor, broad occupation groupings of US SOC are
preserved as parent classes, with pharmacist appearing four levels below the root term occupation
holder.

   To avoid duplication, we can purposely ignore the first ‘has role’ part in OccO. As a result, OccO
defines occupation as:

‘occupation holder’: =def. A human who has a role in society that is realized in an occupation process
or an activity as a livelihood (i.e., “means of support or subsistence”). To fulfill such an occupation, the
occupation holder is required to have necessary capabilities including skill(s) and abilities.
Figure 2 OccO representation of the occupation holder pharmacist


Incorporation of Skills: A defining characteristic of an occupation is the set of capabilities one must
have to hold that occupation. Each of the source taxonomy systems includes the treatment of skills, but
there are significant differences. The ESCO system, encompassing over 13,000 skills (as of March
2022), accentuates the skills dimension. O*Net defines skills as “cross-functional skills are developed
capabilities that facilitate performance of activities that occur across jobs.” There are 35 skills in four
categories: Complex problem-solving, resource management, social and technical skills. Abilities are
“enduring attributes of the individual that influence performance,” of which there are 53 in four
categories: cognitive, physical, psychomotor and sensory. Skills and abilities within OccO need to be
defined ontologically, but prior to undertaking this, there needs to be agreement among the occupation
taxonomy organizations. One problem, for instance, in O*Net is that a given occupation does not have
a list of skills needed, but all skills are shown with a metric for level of skill and another metric for
importance of skill. ESCO is actively enhancing their extensive skills characterizations, but a different
metric is used as well as distinct skill labels.

    In order to integratively represent these together, we propose that the “pharmacist” here is an
occupation holder having the role of ‘pharmacist role”. When a person assumes this role, that person
is a pharmacist. In a conference of pharmacists and dentists, if pharmacists eat in one hall and
dentists in another, these are two sets of humans. Therefore, ideally, we would have the following
definition:

‘pharmacist’ (‘is a’ person):

    -   ‘has role’ some (‘pharmacist role’ and realized_in some ‘pharmacist occupation activity’)
        (note: the term ‘pharmacist role’ and the axiom may be hidden and not represented in OccO to
        reduce duplications.)
    -   ‘has skill’ some ‘active listening’ (and some other specific skills)
    -   ‘has ability’ some ‘oral comprehension’ (and some other specific abilities)




Figure 3 OccO representation of skill, ability and properties “has skill” and “has ability”

3.7.    Use case: pharmacist in OccO vs Wikidata
For a use case to contrast OccO with Wikidata, the treatment of pharmacist will be used as
illustrative. Wikidata describes “pharmacist” as a "healthcare professional who practices in
pharmacy," similar to OccO in associating this occupation with the occupation holder. Merriam-
Webster defines a pharmacist as a person: “a health-care professional licensed to engage in pharmacy
with duties including dispensing prescription drugs, …”.




Figure 4: Wikidata representation of pharmacist.

   As shown in Figure 4, Wikidata characterizes pharmacist as the “subclass of” two entities, and an
“instance of" two other entities, one of which is an instance-of occupation (Q12737077), which
Wikidata defines as a "label applied to a person based on an activity they participate in". This means a
pharmacist is ultimately an instance of a label. In total, two dozen entities appear as parents of
pharmacist, and several branches do not extend to the subclass-of root term “entity” or instance-of root
term “variable order class” (the latter being of no ontological use for OccO.) The hierarchical structures
based on “instance of” and “subclass of” are so incomplete and inconsistent that they do not facilitate
automatic harmonization with OccO. The correspondence would need to be based on the occupation
labels – but in Wikidata, although 17,000 occupations are identified, only 17% of the ISCO labels are
found among Wikidata occupations.
   In contrast to Wikidata, OccO characterizes the occupation holder as a person, and the occupation
role, skills and abilities as object properties possessed by (or that “inhere in”) the person.

3.8.     Characterizing by object properties
   Object properties in addition to skill and ability can be added to the characterization of occupations.
These include field of work, environment (land, sea, air, subterranean, etc.), materials or devices, tools
employed. Each possible property needs to be assessed for its utility. Field of work is a key property,
and one that would be incorporated in an expanded OccO. An existing taxonomy of industries provides
a good initial model, the International Standard Industrial Classification of All Economic Activities
(ISIC). A Field of Work Ontology (possibly FOWO) could be created from the ISIC, and linked into
OccO. For our pharmacist example, the utility of Field of Work can be shown by distinguishing the
occupation of Ms. Jones as community pharmacist, from Mr. Brown, the prison pharmacist. The former
would correspond to ISIC code 45611, "Pharmacies and Drug Retailers", and the latter to 92214,
“Correctional Institutions”.

   There is an existing BFO based Environment Ontology that can be linked to OccO, and it already
has an entry for “prison.” An object property for environment would be helpful - in some cases it could
be assigned to the field of work and others to the occupation holder, if the field of work can occur in
diverse environments. Another major dimension of occupations is the services they represent or fulfill.
A service is a provision of one or more processes that achieve some objective. Integrating this service
dimension would help delineate and define the occupation in question.

4. Conclusion: OccO is feasible and beneficial
   This presentation describes an initial foray into the development of an Occupation Ontology (OccO),
with the anticipation that a more extensive and broadly supported activity may build on this initial work
and generate an ontology suitable for widespread use. The use of OBO Foundry principles is
recommended. The restriction of scope to the areas encompassed by popular occupation taxonomies,
focusing on vocations, permits the wealth of object property information that already exists to be
employed. Employing the BFO upper level ontological framework would illustrate a new
implementation of the first internationally standardized ontology.

    Our selected example taxonomy, the US SOC, allowed the major groupings to be aligned with field
of work. However, with field of work handled as an object property, the use of the ten ISCO skill-level
related major groups may be preferred. The EU ESCO implementation of ISCO has significant
enhancements, and it is suggested as a better base to start from, followed by incorporation of additional
elements from the other standard taxonomies.
    Careful selection and use of object properties would significantly enhance OccO, suggesting that the
ISIC be used to capture field of work, and the existing BFO Environment Ontology ENVO be used for
the environment property. Skills, abilities, and areas of knowledge are represented among the standard
taxonomies, but harmonization among these references is needed and would be a beneficial
accomplishment. Wikidata or other Semantic Web resources could employ OccO results to better
categorize occupations; these resources are too important not to have a solid ontological structure.
    Once the occupation ontology framework is in place, it could be the model for additional spheres of
human activity: Avocations, Family Roles, Social Roles could all be implemented within this
framework. Having such an integrated representation of human activity may have widespread benefits
in coordinating world activities in medicine, social policy, education, employment and social services.
Our pharmacist Mr. Brown, could be a prison pharmacist, a model railroader, hold social roles as a
deacon, veteran, and member of the National Guard, all within the scope of an expanded OccO. We
hope that the advantages of an occupation ontology as presented here will gain the interest and support
of one or more institutions that could benefit from having such a resource.

5. Acknowledgements
    This project is supported by a discretionary fund to YH in the University of Michigan. We would
like to thank the following individuals from the source taxonomy organizations for their interest and
valuable feedback: Pam Frugoli with the US O*Net/SOC, Michaela Morris with the UK SOC, and
especially Chiara Stramaccioni and Jan Luts with ESCO, and John Beverley and Eric Merrell from the
University at Buffalo. Their feedback has assisted in our understanding but none have been involved
directly in preparation, review or approval of this report.

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