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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>A Generic Corporate Ontology Lifecycle</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Markus Luczak-Rösch</string-name>
          <email>luczak@inf.fu-berlin.de</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ralf Heese</string-name>
          <email>heese@inf.fu-berlin.de</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Freie Universität Berlin</institution>
          ,
          <addr-line>Berlin 14195</addr-line>
          ,
          <country country="DE">Germany</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Weaving the Semantic Web the research community is working on publishing publicly available data sources as RDF data on the Web. To facilitate the adoption of Semantic Web technologies in corporate environments some issues on ontology engineering have to be addressed, e.g., support unexperienced employees to work collaboratively on ontologies. Although, existing methodologies structure well the process of ontology engineering, we miss an adequate tool support. We describe the Lekapidia case study and derive requirements for ontology engineering in a corporate environment. Furthermore, we present an extended ontology lifecycle integrating ontology engineering and ontology usage.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>
        Within the past years the Semantic Web community has developed a
comprehensive set of standards and data formats to annotate semantically all kinds of
resources, e.g., documents and images. Currently, a main focus lies on
integrating publicly available data sources and publishing them as RDF on the Web,
e.g., linking open data [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. In contrast, many corporate IT areas are just
starting to engage in Semantic Web technologies. Early adopters are in the areas of
enterprise information integration, content management, life sciences and
government [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. Applying Semantic Web technologies to corporate content is known
as Corporate Semantic Web.
      </p>
      <p>To facilitate the adoption of Semantic Web technologies in a corporate
environment some issues have to be addressed. Although ontology engineering
methodologies might be well thought out, we miss an adequate tool support for
unexperienced participants and the economic-driven needs of companies.</p>
      <p>In Section 2 we present the results of the Lekapidia case study. A team of
six people modeled collaboratively an ontology on desert recipes. Afterwards,
this process was examined under the theoretic foundations of the DILIGENT
methodology and simulated using a wiki-based tool for ontology engineering.
We analyze the results of the case study in Section 3 and derive requirements on
tools for modeling ontologies in a corporate environment. As a result we present
an innovative two parts ontology lifecycle. Furthermore, we describe a corporate
Semantic Web scenario, developed in cooperation with the Projektron GmbH: a
semantic ticket system.</p>
    </sec>
    <sec id="sec-2">
      <title>Lekapidia Case Study</title>
      <p>
        In this section we describe the Lekapidia case study which we use to evaluate
wiki-based ontology engineering empirically and to derive requirements for
ontology engineering in a corporate environment. First we outline the setting of
the case study and describe how the DILIGENT methodology was applied to
this scenario. Afterwards, we present our conclusions drawn from the case study
which refers to the special needs of corporate environments. In the Lekapidia
case study a team of six students were asked to develop collaboratively a
semantic wiki for desert recipes including a desert recipes ontology, while other four
people were working as the software engineers. The teams were free in choosing
the tools to build the ontology, to develop the application, to control the
collaborative work, and to produce a documentation. They used Protégé for modeling
tasks and a conventional MediaWiki for discussions.We used the case study for a
valuable proof-of-concept of the DILIGENT ontology engineering methodology
[
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. DILIGENT [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] assumes that ontology engineering scenarios are characterized
by unexperienced and unequally skilled participants working in a distributed
environment having individual needs on the ontologies. It permits local adoptions
of ontologies and also defines a structured and iterative process for user
argumentation to discuss changes of the central ontology. After reaching a consensus
a central board decides on the integration of these adoptions into the central
ontology. We used a wiki-based tool, coefficientMakna, as an integrative support
to facilitate DILIGENT. For that reason a semantic wiki system was extended
to support two semantic models. One model for statements about normal wiki
pages and on model for discussion pages and pages which are marked as
development issues or ideas. The structured argumentations follow the DILIGENT
argumentation ontology. Thus, it is possible to hold discussions related to design
issues as well as ontology primitives. When a decision is made the ontology
consensus is build automaticly by processing the arguments. It is possible to build
multiple ontologies for multiple groups in that way.
      </p>
      <p>
        The participants of the Lekapidia project had no experience in ontology
engineering. Examining the activities of the working groups we discovered a lack of
communication. Considering DILIGENT, we discovered that the
argumentationbased approach has enabled the unexperienced users to discuss their design
decisions in an intuitive way. However, it does not support application-dependent
or scenario-oriented ontology engineering. Empirical studies such as [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] state
that the adoption of wikis in enterprises fails due to missing participation and
underestimated entrance barriers of wikis.
      </p>
      <p>Lekapidia does not allow any proposition about a long-running ontology
engineering lifecycle, because the developed ontology was not deployed in a
productive system. Even though, the structure of the project is close to real-world
ontology development processes. The simulation with coefficientMakna allows
to draw conclusions from a concrete methodological approach. We come to the
conclusion that wiki-based approaches do not adequately support ontology
engineering tasks. We identify a strong gap between the currently accepted ontology
engineering approaches, e.g. DILIGENT, which suggest the applicability of
wikibased ontology engineering, and the needs of ontology engineering in corporate
contexts. Ontologies are commonly seen as an artifact without any
applicationdependence. We suggest it as the outcome of a process which is concurrent while
the ontology is in use and which is not finished after a decisive iteration step.
Thus, appropriate methodologies and tools are needed, which respect this
perspective.
3</p>
    </sec>
    <sec id="sec-3">
      <title>Requirements of Corporate Ontology Engineering</title>
      <p>The Lekapidia case study results a lack of adequate methodologies and tools
respecting the agile character of ontology engineering. In the following we present
new requirements for ontology lifecycles in a corporate environment. A key
feature of our lifecycle is that it includes a cycle feeding back requirements on the
ontology derived from its usage.</p>
      <sec id="sec-3-1">
        <title>Corporate Ontology Lifecycle</title>
        <p>Corporate Semantic Web refers to the usage of Semantic Web technology in a
corporate environment. In a project of the same name we focus besides others
on ontology engineering in a collaborative environment to increase the
effectiveness of this process. A main advantage over realizing the Semantic Web is the
controlled environment in a company. That allows us to name the boundaries of
the setting as follows:
– Central allowance and control of the conceptualization
– Existing rules and workflows for employees
– Limited domain complexity
– Trust in semantic annotations</p>
        <p>A main part of ontology engineering is the evolution of an ontology over life
time. Figure 1 depicts our approach towards a corporate ontology lifecycle. The
outer circle describes the engineering process by ontology engineers and domain
experts while the inner one describes the adaption of the ontologies driven by
usage requirements.</p>
        <p>The ontology engineering process (outer circle) starts with the creation/selection
phase by collecting and model knowledge fragments which results in a prototype
ontology. This ontology is validated against the objectives. At the intersection
point between the engineering and the usage cycles the engineers decide if the
ontology reached a state to be used (populated ) in the production system. If
it does not meet the requirements or change requests arise from its usage the
ontology engineers have to evaluate the current ontology. The evolution/forward
engineering phase describes the task of changing the ontology to meet the new
requirements. If an ontology has been populated to the production system then
instances of concepts are generated by processing data and documents. The
ontology is deployed. The feedback tracking phase is essential for adapting the
4
ontologies to new requirements arising from its usage. A new requirement arises
if a user gives explicit feedback, e.g., by arguing about concepts and
relationships, or a system monitor generates conclusions by tracking the user behavior.
The collected feedback and requirements are analyzed (synchronization) and if
inconsistencies are recognized between the user’s viewpoint and the ontology
then ontology engineers start to adapt the ontology entering the outer cycle.</p>
      </sec>
      <sec id="sec-3-2">
        <title>Use Case Semantic Ticket System</title>
        <p>We transfer our lifecycle model into practice to support a feasible evaluation.
In cooperation with the Projektron GmbH we evaluate the proposed ontology
lifecycle in a real-world scenario: a semantic ticket system. Projektron uses and
sells a ticket system which can be used to collect requests of customers, e.g.,
bug reports for a software. Although tickets are annotated with keywords and
categories, similar tickets cannot be detected automatically. A main reason is
the usage of synonym terms, e.g., differences in the terminology of the customer
and the operating company of the ticket system. The difference in terminology
may originate from the adaption of a software product to the terminology of
the customer. For example, the customer uses “job” or “issue” instead of “task”.
Having the information about similar tickets a software engineer could solve
these tickets in a single run and, thus, save time.</p>
        <p>Establishing an ontology lifecycle as described above helps to keep track of
customer-specific changes in the terminology of a software product. Furthermore
the ontology has to be adapted to the terminology of ticket submitters to be able
to detect similar tickets in the system.</p>
        <p>We name the following requirements for a semantic ticket system aiming at
an integrative support for our lifecycle:
1. Expert design tools enable the operating company to develop valid and
consistent ontologies.
2. (Semi-)Automatic knowledge acquisition performed by machine learning
algorithms, amongst others, lessens the effort for the ontology engineers to
develop valuable ontology prototypes, e.g., based on the common
terminology of a customer.
3. (Semi-)Automatic knowledge retrieval lessens the additional work for the
user to annotate relevant data at the run-time.
4. Lightweight extended communication platforms, e.g., forums or feedback
forms, and the automatic recovery of user behavior feature the adaption
of new requirements arising from ontology usage.
5. Alternative intuitive visualization, e.g., graph visualizer, provide an intuitive
navigation for users of any level of experience and enable easy detection of
similar concepts.
6. Interfaces for applications are necessary to allow a number of applications
to integrate as much consistent ontologies as needed.
7. Ontology storage and versioning enable centrally administration and
configuration of the interdependence, matching and alignment of the various
coexisting ontologies.</p>
        <p>We will extend and use these requirements in progress towards an architecture
for a holistic corporate semantic web and implement a practical proof of concept
which respects them. Thus, we do not just transfer Semantic Web technologies
from web-scale to corporate-scale, but improve the foundations by innovative
research results which start from another point of view, e.g. ontology engineering
as a usage-oriented lifecycle.
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Related Work</title>
      <p>
        Current lifecycle models for ontologies [
        <xref ref-type="bibr" rid="ref6 ref7 ref8">6–8</xref>
        ] consider only one cycle consisting of
the phases design, validation, population, deployment, maintenance, and
evolution. To our best knowledge there exists only one approach dividing the process
of ontology engineering into two orthogonal cycles [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. In contrast, our approach
assumes a spiral model. The NeOn project [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ] also researches the development
of ontologies and focuses on standardizing the interchange of knowledge between
world-wide operating enterprises. We assume a corporate environment, e.g., the
ontologies are developed to process data and documents in a company
effectively.
5
      </p>
    </sec>
    <sec id="sec-5">
      <title>Conclusion</title>
      <p>In order to find an applicable set of functional requirements for an integrative
tool-support for ontology engineering in corporate environments, we used the
results of the Lekapidia case study to discard wiki-based tools for this task.
Based on ideas of the DILIGENT methodology and assumed characteristics of
corporate settings, we constructed an innovative ontology lifecycle. The semantic
ticketing use-case provides the basis for functional requirements which comply
with the lifecycle integrative.</p>
      <p>We expect the corporate ontology lifecycle to evolve towards a generic model,
which enables companies to estimate the complexity and the chances of a
transition from conventional information systems to ontology-based information
systems. The approach will suite intra-corporate as well as inter-corporate settings.</p>
      <p>Acknowledgement: This work has been partially supported by the
”InnoProfile-Corporate Semantic Web” project funded by the German Federal
Ministry of Education and Research (BMBF).</p>
    </sec>
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