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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Texts and Works: Ontology-based Modeling Patterns⋆</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Emilio M. Sanfilippo</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>Laura Antonietti</string-name>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Elena Pierazzo</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>CESR University of Tours</institution>
          ,
          <country country="FR">France</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>CNR ISTC Laboratory for Applied Ontology</institution>
          ,
          <addr-line>Trento &amp; Catania</addr-line>
          ,
          <country country="IT">Italy</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>University of Siena</institution>
          ,
          <country country="IT">Italy</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>The classification of texts in digital libraries or catalog systems is a longstanding subject in knowledge representation. In these contexts, the concept of work is pivotal, serving to group multiple texts for easier retrieval. However, the principles guiding this classification are often contingent on difering interpretations of what constitutes a work. This variability can present challenges in information system design, since diferent groups may organize the same texts diferently, potentially causing issues when exchanging or integrating data. The purpose of this paper is to show that the intended meaning of work cannot be given for granted because scholars disagree on what a work amounts to. Instead of a monolithic ontology, we propose alternative ontology-based modeling patterns, which can be used in diferent application contexts by considering their match with users' requirements, as well as their advantages and shortcomings.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;texts</kwd>
        <kwd>documentary works</kwd>
        <kwd>ontology patterns</kwd>
        <kwd>digital libraries</kwd>
        <kwd>catalog systems</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>In contexts relative to the creation of digital libraries or catalog systems for research and application in
the digital humanities, one is often confronted with the formal modeling of data about texts along with
their versions and editions [1, 2]. When designing a model like a computational ontology to handle
these sorts of data, one needs to understand how to organize the texts in a way that is compliant with
scholars’ knowledge and is systematic from a computational perspective. For example, one needs to
ifnd ways to make sense of the relationships between texts, possibly by capturing their similarities and
distinctions. Assume, for instance, that we need to organize two texts by the same author, published in
diferent contexts but very similar to each other, as the second text was derived from the first one by
the author with slight revisions. Should we classify the texts as two diferent entities, possibly sharing
some sort of derivation relation? Or should we conceive and classify them as “representatives” of a
single, more abstract entity, such as the work that they both exemplify? This is a standard scenario in
philological and literary studies, where scholars commonly analyze how authors have reworked their
texts over the years, resulting in multiple (and not necessarily equivalent) versions.</p>
      <p>To propose a more realistic example that we will recall throughout the paper, in the context of Italian
XX century literature, the literary critic and writer Franco Fortini1 continuously re-published during
his life several of his texts with diferent publishers, sometimes with some variations in the texts. For
instance, the poem Al di là della speranza appeared in 1959 as part of the collection (by the same author)
Poesia ed errore published by Feltrinelli, as well as in 1987 as part of Versi primi e distanti by the publisher
All’insegna del pesce d’oro, among other publication contexts. Fortini eventually published a shortened
version of the poem; for example, in 1974 within Poesie scelte. 1939-1973 by Mondadori, and in 1978
within Una volta per sempre by Einaudi (see Table 1 for an excerpt of data). In addition, even single
collections were published diferent times by diferent publishers. The collection Poesia ed errore, for
instance, was published again in 1969 by Mondadori with a modification in the the title – Poesia e errore
(the conjunction ed is changed into e); the addition of an introductory comment by the author; the
removal of some poems and therefore a novel organization of the collected poems. Similar editorial
cases are present worldwide across authors and epochs.</p>
      <p>The management of data about texts is a well-known task in knowledge representation. The FRBR
model – Functional Requirements for Bibliographic Records – , nowadays called LRM – Library Reference
Model [3] –, stands out as a fundamental reference for these sorts of modeling objectives, being,
according to Holden [4], “one of the most influential cataloging publications of the past thirty years.”
There exists an extended literature on FRBR/LRM,2 its advantages, and shortcomings from both a
practical and theoretical perspective [4, 5, 6, 7, 8]. In particular, LRM’s notion of work, represented
through the modeling element F1 Work has been the subject of multiple analyses, since it is not plain
clear what a work is, or the manner in which one should distinguish between diferent works instead of
modeling multiple linguistic realizations (i.e., F2 Expressions) for the same work, just to mention some
discussions [4, 8, 9]. What the documentation says is that a work stands for “intellectual ideas conveyed
in artistic and intellectual creations” [3, p. 29] having the goal of “bringing together intellectually
equivalent Expressions in order to display to a user all available alternatives of the same intellectual
or artistic content” (ibid.). As intuitive as these comments may appear, from a scholarly perspective,
reference to “intellectual ideas” or the “content” of linguistic expressions remain too generic and can be
understood in diferent ways. Additionally, even from the pragmatic perspective of data classification,
comments on LRM’s work like the ones reported above leave it open to interpretation whether, for
example, two texts by the same author but with some variations should be classified as the same or
diferent works. Alternative models have been proposed, spanning from BibFrame3 by the US Library
of Congress, to BIBO – the Bibliographic Ontology4 – by the Dublin Core Metadata Initiative, as well
as project-specific ontologies (e.g., [ 10, 2]), which often reuse some of the previous ontologies while
adapting them to specific purposes or formal languages.</p>
      <p>The purpose of this paper is to contribute to the design of ontologies for text classification in catalogues
or digital libraries. In particular, by analyzing the notion of work, our goal is to show that there can be
multiple approaches to represent texts and their interrelations, with each approach answering certain
requirements and coming along with benefits and shortcomings. From this perspective, instead of
proposing a single overarching ontology à la LRM or any other alternative model, leveraging on research
in knowledge representation, our goal is to discuss alternative ontology patterns [11] to classify texts.
Our result is therefore both methodological and pragmatic, because by discussing some crucial aspects
relative to texts and works, we deliver alternative modeling strategies to be used in applications.</p>
      <p>The remaining of the paper is structured as follows. In Section 2 we provide an analysis of the notion
of work based on studies relevant for our purposes. On the basis of the analysis, we present in Section 3
three modeling patterns; by the end of the section, we discuss and compare them. Finally, Section 4
concludes the paper summarizing the contribution and addressing future work on our the proposal.
2For simplicity, we will simply speak of LRM in the remaining of the paper, including the literature on FRBR and its
objectoriented version, FRBRoo.
3https://www.loc.gov/bibframe/.
4https://www.dublincore.org/specifications/bibo/.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Work: A debated notion</title>
      <p>The notion of work for the organization of entities like texts is so pervasive that it might appear
odd trying to disentangle what a work is (see the review of the literature in [8]). However, upon
closer examination, one can discern that things are not as simple as they initially appear, especially
if considering that work is interpreted diferently across various fields. As an overview, we will now
discuss some research relevant to our investigation.</p>
      <p>In literary studies and philosophy [12], some scholars argue that a work, in the specific sense of
a verbal work, can be defined as a textual entity comprising a sequence of words in a language and
various sorts of signs. This stance, sometimes referred to as textualism, contrasts with the perspective of
others who assert that a work is a text’s “content”, i.e., what a text conveys. Advocates of this viewpoint
generally agree on considering a text’s content as its meaning but then difer in what they understand
with this. In addition, it is debated whether the meaning of a text has to be uniquely identified with
respect to what the author of the text wished to convey or whether it should be rather conceived with
respect to readers, including all sorts of intermediate positions between these two extremes. In the first
of these last two cases, reference to what we may call the authorial work is notoriously problematic,
especially if considering that scholars often lack empirical evidence for what authors had in mind to
convey through their productions. In addition, the role of authors to interpret texts has been hotly
debated in XX century literary criticism [13]. The second option, call it the readership work view,
ascribes an interpretive nature to works in relation to readers’ habits, culture, etc [14]. This option leaves
open the possibility of having even a single text diferently classified according to diferent interpreters,
especially when the latter disagree on the way in which a text is interpreted.</p>
      <p>In philology, scholars must decide how to classify texts when editing them, in particular, whether
multiple texts by the same author are to be considered as representative of a single work or not. In
the words of Pierazzo’s [15, p. 46] one may ask: “How much variations among the diferent texts and
documents can be tolerated before it will be possible to define two diferent works? When can we
speak of two versions of the same work or of two distinct works?.” Pierazzo herself replies that “it is
[. . .] necessary to postulate the existence of such an entity [i.e., a work] in order to account for the
fact that we are able to use the label, for example, Pride and Prejudice, for many objects that present
more or less the same sequence of words even when inscribed onto diferent documents, using diferent
fonts, over diferent materials laid out diferently with respect to the first edition which in turn may
be represented by many diferent objects (or items) that instantiate it” [ 15, p. 47]. On similar lines,
according to Eggert (quoted in Creider [5]): “[T]o make the editorial decision that a particular work can
tolerate a certain amount of variation before its version texts and presentations constitute a diferent
work is to engage in an interpretive act: the ‘work’ emerges as a principle allowing the editor and
the reader to regulate that variation.” Work seems to be here understood as a sort of regulative idea
presupposing the interpretation of some agents like scholarly editors to group together texts presenting
some high degree of resemblance. Hence, not only a work is a scholarly construct but it is possible that,
because of disagreements, scholars come to diferent works for the same texts, a view that resembles
the readership perspective previously mentioned. As claimed by Shillingsburg [16], “[w]e should be
suspicious of locutions like ‘the work itself,’ for the work exists only in our construct of it.”</p>
      <p>Finally, in the context of librarian studies, the concept of work emerged at least in the XIX century
when scholars started to organize catalogs not by listing specific documents but by classifying their
contents [4, 17]. From this perspective, “[a] book to be cataloged has two aspects. It is a bibliographical,
or physical, entity; and, at the same time, it is a vehicle by which intellectual content is presented” (quoted
in Holden [4]). Accordingly, borrowing the terminology from [4, 17], one may talk of documentary or
bibliographic work as an information retrieval entity that is functional to catalog texts.5</p>
      <p>As pragmatic as this last view could be, one still needs to decide what are the “boundaries” of a
documentary work to take a principled stance on which texts can be classified under a single work, and
5A similar proposal has been recently presented by De Berardinis et al. [10], where instead of work the authors talk of
information entity.
therefore how to diferentiate between diferent works. Also, the notion of documentary work used in
the cataloging community is itself contentious. Holden [4], for instance, stresses the lack of a stable and
universal notion and talks of it as a conceptual and intangible entity in connection to authors’ creative
ideas, begging back previously mentioned issues about how to empirically access what the author of a
text had in mind to convey. Smiraglia [7], on the other hand, seems to abstract from both authors’ ideas
or readers’ interpretations, assuming that a text carries a content as, say, a matter of fact.</p>
      <p>
        To summarize, we have identified at least three core notions of work: (
        <xref ref-type="bibr" rid="ref1">1</xref>
        ) as text, (2) as text’s content,
and (3) as documentary entity. Within the second view, content can be understood with respect to
either (2.1) authors (authorial work) or (2.2) readers (readership work), including scholarly editors, but
also in terms of, say, (2.3) a pure abstract meaning that is independent from any interpretation act
(abstract content work). Also, work in the sense of (3) presupposes something to be classified, i.e., it
presupposes texts grouped together in virtue, again, of their contents, these understood in the lines
of (2). These various notions are sometimes confused and mixed together like in the case of LRM
where F1 Work refers to both “intellectual ideas”, which could be understood in the sense of (2.1)-(2.3),
and a documentary entity (3) grouping texts. Interpretation of work in the sense of (
        <xref ref-type="bibr" rid="ref1">1</xref>
        ) is probably
the one that is less adopted for information modeling whereas interpretations (2) and (3) are mostly
found. In these latter two views, the notion of work remains contentious and raises concerns about
how to empirically access authors’ ideas (2.1), how to distinguish between diferent sorts of readers’
interpretations (2.2), e.g., those that are legitimate from those that are less legitimate, or how to single
out the pure abstract meaning of a text independently from any interpretation (2.3). Work in the sense
of (3) is meant to have a more pragmatic rather than “substantial” flavor since a work is a sort of “entry
point” to group resembling texts in an information system. As we have seen, however, also in this case
there remains space for debate as it presupposes (a version of) view (2). In addition, it bears a strong
interpretive nature on the lines of other views since it is a matter of someone’s choice to decide to
classify certain texts together because of the similarity in their contents. From this perspective, the
notion of documentary work is not very diferent from the notion of work used in, e.g., philological
studies.
      </p>
      <p>At this point one may ask whether the modeling of works is so essential, if alternative approaches,
possibly getting rid of this thorny notion are available, what are their advantages and shortcomings. For
this purpose, we will present in the next section some modeling patterns for classifying texts; the idea
is to ofer alternatives strategies that may fit diferent users’ requirements instead of a single ontology
iftting all possible desiderata.</p>
    </sec>
    <sec id="sec-3">
      <title>3. Ontology Patterns for Texts and Works</title>
      <p>In the context of ontology engineering, an ontology pattern describes a recurring modeling problem
arising in specific ontology development contexts, along with a solution for the problem [ 11]. By
developing and comparing alternative patterns, information system designers can rely on diferent
approaches for their modeling tasks while leveraging their respective advantages and shortcomings.</p>
      <p>For the sake of the presentation, we utilize the UML Class Diagram notation to convey the core
structure of the patterns while using RDF for the example graphs. The formal representation of the
patterns in OWL2 is available on a GitHub repository.6 Additionally, since our focus lies on conceptual
analysis at this stage, we refrain from incorporating existing Semantic Web resources by importing
their IRIs into the patterns, leaving this integration to future work. The section is organized as follows:
we first introduce the patterns and then compare them in Section 3.1.</p>
      <p>Approach 1 – Situated Texts. A first approach consists in the representation of what we might
call situated texts (s-text for shortness), intuitively, texts that are always situated (embodied, one may
say) in a context like a publication context.7 For instance, the full-version of Al di là della speranza
6https://github.com/emiliosanfilippo/text-work.
7Recall that the sorts of texts scholars might be interested in are not necessarily published.
published in 1987 within Versi primi e distanti is a s-text in the sense of being published by a publisher
at a certain time, place, etc. Considering the data in Table 1, according to this first approach, one would
distinguish four diferent s-texts for the poem, each one being related to a specific collection, publisher,
and publication year, among other information.</p>
      <p>The diagram in Figure 1 is a simplified representation of this approach. As said, we show only some
modeling elements in the diagrams while a full formal specification can be found in the OWL files.
A s-text can be included in another s-text, e.g., a poem that is part of a collection;8 this can be done
through the relation includes. The cardinality of the relation hasPublisher between SituatedText and
Publisher is set to zero-one, zero being the case of a s-text that is not published, in which case a s-text
could be present but in a diferent context, e.g., in an archive. Limiting the maximum cardinality to one
stems from the fact that, according to Approach 1, each s-text can be associated with a single publisher
(refer to Approach 2 for a deviation from this constraint.)</p>
      <p>The RDF graph in Figure 2 shows only an excerpt of data from Table 1 with data:ALD1 as a s-text
with title Al di là della speranza included in the collection data:PoesiaEdErrore, which is further related
to publication information. A similar approach can be adopted for the representation of the other data
in Table 1. For instance, representing the poem in the context of Versi primi e distanti published in 1987
by All’insegna del pesce d’oro leads to the creation of another poem, say, data:ALD2, with the same
title as data:ALD1 but this time related to Versi primi e distanti etc.</p>
      <p>
        To comment on the way in which the data is represented in the RDF graph in Figure 2, first, information
about authors (hasAuthor) is added to both the single poem and the entire collection. This is because
there can be collections grouping poems of multiple authors. Second, in the case of texts that are
included in other texts like a poem in a collection, publishing information may be directly related to
the larger text (as in Figure 2) with the assumption that it propagates to all the texts it includes. For
the case of OWL2 object properties, this propagation could be enabled through the use of an object
8The patterns do not distinguish between a single text like a poem and a collection of texts but they can be easily extended to
cover these cases in an explicit manner; see, e.g., the approach presented in [18].
property chain like:
  ℎ ℎ ⊑ ℎ ℎ
(
        <xref ref-type="bibr" rid="ref1">1</xref>
        )
      </p>
      <p>This property chain says that: when (text)  is included in (text) , and  has publisher , then  has
publisher , too. Otherwise, this sort of information can be explicitly included for both texts, especially
when reasoning over property chains cannot be achieved, e.g., for computational restrictions.</p>
      <p>Depending on application requirements, Approach 1 can be extended to model relations of derivation
between situated texts. For instance, in the case of Fortini, we know that the shortened-version of Al
di là della speranza was derived from the full-version. Derivation implies therefore also a temporal
order among texts. This is clear when looking at the data in Table 1, where the first publication of the
full-version precedes all publications of the shortened-version of the poem.</p>
      <p>SPARQL query 1 (example). Having data represented according to this pattern, to search for
alternative versions of a text like Al di là della speranza, one needs to go through texts as shown in the
following SPARQL query. Table 2 shows the results for query 1.9</p>
      <p>Select ?poem ?versionType ?collectionTitle ?publisherName ?pbYear Where
{ ?poem a :SituatedText;
:hasTitle “Al di là della speranza”;
:hasVersionType ?versionType;
:includedIn ?collection.
?collection a :SituatedText;
:hasTitle ?collectionTitle;
:hasPublisher/rdfs:label ?publisherName;
:hasPublicationYear ?pbYear.}
poem versionType
data:ALD1 :Full-version
data:ALD2 :Full-version
data:ALD3 :Shortened-version
data:ALD4 :Shortened-version
Approach 2 – Texts. The second approach consists in the representation of texts as sequence of
words in a language without binding them to the (publication) contexts where they possibly occur. In
this sense, as we will see, Approach 2 allows for a more abstract representation than Approach 1.</p>
      <p>Considering the diagram in Figure 3, we find it useful to introduce Situation as a modeling element
originating from previous research in ontology [19]. From a technical perspective, situations were
introduced by Gangemi et al. [20] to model relations with arity higher than two to deal with the
restricted expressivity of Semantic Web languages. From a conceptual perspective, a situation can be
understood as a state of the world including entities that satisfy certain conditions. For instance, in the
case of what we call, following [10], a publication situation, it represents the context when and where a
text was published. The introduction of situations is useful for our purposes, because they allow to
represent single texts in the context of multiple publications (more discussion below).</p>
      <p>In the diagram in Figure 3, the class Text is related to both the general class Situation and its subclass
PublicationSituation. Considering the data in Table 1, for the poem of Al di là della speranza, according
to this approach, one would distinguish between two texts, one for the full-version, call it ALD12, and
one for the shortened-version ALD34, each of them included in certain poem collections, these being
texts themselves. To stress it once again, the presence of only two texts for the poem, instead of four as
in Approach 1, is now due to the independence of a text from its publication situation. Hence, the same
poem can be now published by diferent publishers at diferent times.
9SPARQL queries have been tested on a local machine with an instantiation of GraphDB by Ontotext (free release). From the
query results, note that we use modeling elements that are not shown in the diagrams; see the OWL files for more insights.</p>
      <p>The RDF graph in Figure 4 shows the the full-version data:ALD12 of the text related to the collection
Poesia ed errore. The modeling element for the latter, data:PoesiaEdErrore, is related to the publication
situation data:pubSit1 making explicit the information relative to the publisher and the publishing
year. A similar approach can be adopted to represent, e.g., data:ALD12 in the context of Versi primi e
distanti through a second publishing situation related to the publisher All’insegna del pesce d’oro and
the publishing year 1987. The relation between data:ALD12 and the situations where it occurs can be
either explicitly represented or automatically inferred through an OWL 2 object property chain like:
  ℎ ⊑ ℎ
(2)</p>
      <p>The property chain says that when (text)  is included in (text) , and  is situated in (situation) ,
then  is situated in , too.</p>
      <p>To comment on situations, assume that Poesia ed errore is published by another publisher. If we bind
the text directly to publishers, this will lead to a confusing modeling approach since the text would
be linked to multiple data without clear relations. Also, creating two entities for Poesia ed errore with
respect to the publishers would align with Approach 1. It should be clear that, in full compliance with
Approach 2, situations allow for modeling single texts but in diferent contexts.</p>
      <p>SPARQL query 2 (example). To retrieve alternative data about a text, one can query the data as
shown in the SPARQL query below. Diferently from query 1, we now go through publication situations
to retrieve publishing information relative to texts. Table 3 shows the results for query 2 where we
have only two texts for the poem in two versions. That is, data:ALD12 (full-version) is included in both
Poesia ed errore and Versi primi e distanti, and data:ALD34 is included in both Poesie scelte 1939-1973 and
Una volta per sempre.</p>
      <p>Select ?poem ?versionType ?collectionTitle ?publisherName ?pbYear where
{?poem a :Text;
:hasTitle “Al di là della speranza”;
:hasVersionType ?versionType;
:includedIn ?collection.
?collection a :Text;
:hasTitle ?collectionTitle;
:hasSituation ?s.
?s a :PublicationSituation;
:hasPublisher/rdfs:label ?publisherName;
:hasPublicationYear ?pbYear }
Approach 3 – Texts and Works. In a third approach, one may add a further level of abstraction to
collect multiple texts under a common “modeling umbrella.” For instance, as we have seen in Approach
2, ALD12 and ALD34 stand, respectively, for the full- and shortened-versions of Al di là della speranza.
One may therefore wish to say that they are both texts for a single entity, i.e., the poem of Al di là della
speranza. The notion of work could be functional for this goal but as we have seen throughout Section
2, the problem is that its introduction leads to some sort of ambiguity in the models.</p>
      <p>For the sake of the discussion, let us consider the view for which work captures a modeling element
for documentary purposes (interpretation 3 in Section 2). As said, this view is not less controversial
than others, as it relies on the way in which texts’ contents are interpreted, possibly even in connection
to authors’ intentions, and then grouped together. Considering its controversial status, it should not
surprise if the pattern in Figure 5 can result controversial.10</p>
      <p>The RDF graph in Figure 6 shows a partial representation of Al di là della speranza. In this case,
data:W1 is the single documentary work for the poem, grouping both the text of the full-version
data:ALD12, and the text of the shortened-version data:ALD34. Each text is then included in a specific
poem collection and related to a specific publication context through a situation as in Approach 2.</p>
      <p>To comment on how data is represented, first, note that Figure 6 shows only the work for Al di
là della speranza but the overall representation covers works for the poem collections, too (see the
available OWL files). Also, according to the model in Figure 5, a text can be classified by zero to many
documentary works, zero being the case of a text that is not yet organized in an information system.
10The diagram in Fig. 5 provides an integration with Approach 2; something similar can be done with Approach 1.
Second, to avoid the proliferation of elements, one might keep relations of inclusions only between texts
but, along the lines of LRM [3], something similar could be done at the level of documentary works,
too, if applications require it. Third, the relationship of grouping between DocumentaryWork and Text
does not propagate over inclusion between texts. That is, if a documentary work  groups a text 1,
and 1 includes text 2,  does not group 2. This choice is due to the idea that texts are grouped by a
documentary work when they share a common content. For instance, the work of Poesia ed errore, call
it , groups the text of Poesia ed errore (1), the latter including the text of Al di là della speranza (2).
Should  grouping both 1 and 2, this would mean that both texts convey the same content, which is
not the case considering that we have a collection of poems on the one hand, and a single poem on the
other hand. Hence, the following OWL 2 object property chain does not hold in Approach 3:
   ⊑ 
(3)</p>
      <p>Fourth, when a text is grouped by a documentary work, one might model, as we did in the graph in
Figure 6, information relative to authorship at the work level in order to access data by specific authors
and avoid repeating the same information for texts. However, as for the previous cases, authorship
could be added at the level of the texts, too, if needed by application requirements. Note that from an
ontological stance, it would be more appropriate to attach authorship primarily to texts rather than
works, given that documentary works are built only a posteriori to organize texts. The choice of relating
authorship to works can be therefore seen as a practical convention to avoid the proliferation of data.</p>
      <p>SPARQL query 3 (example). The query below shows how data about the documentary work of
Al di là della speranza is retrieved. Diferently from the previous query, note that we now go through
an instance of DocumentaryWork and the texts it groups. Results are shown in Table 4, where one can
clearly see that the single documentary work data:W1 groups both texts data:ALD12 and data:ALD34.</p>
      <p>Select ?poemWork ?poemText ?versionType ?collectionTitle ?publisherName
?pbYear Where
{ ?poemWork a :DocumentaryWork;
:hasTitle “Al di là della speranza”;
:groups ?poemText.
?poemText a :Text;
:hasVersionType ?versionType;
:includedIn ?collectionText.
?collectionText a :Text;
:hasTitle ?titleCollection;
:hasSituation ?s.
?s a :PublicationSituation;
:hasPublisher/rdfs:label ?publisherName;
:hasPublicationYear ?pbYear }
3.1. Discussion
Having introduced three alternative approaches for the organization of texts in information systems,
we now compare them and discuss some of their advantages and shortcomings.</p>
      <p>With respect to the model of LRM, Approaches 1-3 cut across the work-expression-manifestation
distinctions. In particular, Approach 1 targets texts-in-context and, in a sense, it focuses on the level
of manifestations only. However, texts cannot be equated to LRM’s manifestations; first, because they
do not bear links with entities like works or expressions, since the latter are not present in Approach 1;
second, because manifestations in LRM are primarily devoted to the representation of published texts
whereas, as said, a text may not be necessarily published in our case. Approach 2 focuses on expressions,
whereas situations enables reference to, e.g., publication information. Texts cannot be equated with
LRM’s expressions for the lack of works and manifestations in the scope of the presented approach.
Finally, Approach 3 extends Approach 2 with the modeling of documentary works. As said, the notion
of LRM’s work is afected by ambiguities and has been interpreted in various ways [ 8]. Although the
notion of documentary work in Approach 3 is not without problems, in a minimalist sense, it captures a
modeling element that is built a posteriori from texts that are meant to convey a common content. From
this perspective, its intended meaning is more specific when compared to LRM.</p>
      <p>In our perspective, Approach 1 is a simple modeling pattern for representing texts with information,
e.g., related to publication, when available. A possible disadvantage is that it multiplies texts even when
scholars may consider them as being the same. For instance, as we have seen in Table 2, we have four
texts for Al di là della speranza whereas scholars may tend to think of data:ALD1 and data:ALD2 as a
unique text (the same for data:ALD3 and data:ALD4).</p>
      <p>Approach 2 leads to a more abstract representation in comparison to Approach 1, since texts are
distinguished from the contexts where they occur (to be published). For instance, this approach makes
sense that a single text can be published at diferent times by diferent publishers, possibly even by
being included in diferent (larger) texts. The use of situations results useful, because it makes clear
the distinction between a text and the situations where it occurs. In our understanding, Approach 2
can be functional in application domains where one is interested in representing, e.g., information
relative to publications but also in scholarly domains to capture diferent sorts of relations between
texts, including, e.g., relations of philological derivation.</p>
      <p>In the specific interpretation of documentary works, these are introduced in Approach 3, which results
therefore more abstract than Approaches 1-2. Considering Table 4, it should be clear that this view
is able to convey what is assumed to be the common documentary work organizing multiple texts.
However, as we have discussed, the introduction of works as a pragmatic modeling choice should not be
taken for granted. Once it is used, there remains plenty of choices to decide what are its boundaries, e.g,
how to classify texts in a homogeneous way across multiple information systems while avoiding ad-hoc
solutions and relying instead on robust principles that can facilitate data interchange and systems’
interoperability. To recall one of our examples, Fortini’s reworked the collection of Poesia ed errore,
ifrstly published in 1959, publishing it again in 1969 with variations in the collected poems. Should
the editions of 1959 and 1969 be classified as a single documentary work? Recalling the contributions
of Pierazzo and Shillingsburg (see Section 2), there is no absolute reply to this question, as it depends
on how the texts are interpreted. Hence, diferent scholars may come up with diferent opinions and
criteria, leading to heterogeneous modeling choices.</p>
      <p>Overall, Approach 2 remains in our understanding the best solution avoiding the introduction of the
vague notion of work and the dificulties it leads to. As said, on the basis of, e.g., historical information
about texts, one may include diferent sorts of relations between them without “reifying” their supposed
conceptual similarity into a work, whose introduction seems to be more deleterious than useful.</p>
    </sec>
    <sec id="sec-4">
      <title>4. Conclusion</title>
      <p>Texts are commonly classified in information systems based on the notion of work. As we have shown,
determining what constitutes a work, including its boundaries and how to diferentiate between diferent
works, remains a challenging issue for which no straightforward solution seems to exist. This is because,
according to our analysis, the concept of work inherently involves interpretation; classifying texts based
on their “contents” is a decision made by an agent according to its interpretation criteria. In our view,
this would not be a problem if the research community could agree on robust shared principles – a
kind of algorithmic procedure – to determine whether two or more texts belong to a common work.
However, years of research indicate that this is unlikely feasible, as disagreements frequently arise
regarding how texts are interpreted and therefore classified.</p>
      <p>On the basis of the analysis, we presented three alternative ontology-based modeling patterns to
organize texts in digital libraries or catalogs. The first two patterns get rid of works and rely on the
plain modeling of texts. The diference between Approach 1 and Approach 2 depends on the relation
between texts and the (publication) contexts where they occur. Approach 3 includes documentary works
but the advantage of this introduction does not explicitly emerge. In our understanding, Approach 2 is
the most promising one: texts are distinguished from their publication contexts resulting in a flexible
approach. Also, as said, various sorts of relations can be introduced between texts without however
treating their “similarity in content” as an entity on its own.</p>
      <p>To strengthen our proposal and in particular to make the patterns functional in Semantic Web
applications, their formal elements need to be further characterized and possibly related to existing,
available resources. In addition, the patterns need to be enriched with other modeling elements useful
to handle texts in applications. Said that, many existing resources rely on LRM’s structure (e.g., the
suite of SPAR ontologies [2]);11 therefore reusing them does not come for free as one needs to isolate
the elements that do not strictly depend on LRM. In addition, despite we have tried to remain as much
as possible close to the way in which texts are treated by experts in diferent areas, we have relied
only on an abstract conceptualization of what they are. However, should one be interested in book or
manuscript studies, among others, it would be necessary to introduce elements to model their physical
level. Data models in this direction exist (e.g., [21]), hence our library of patterns needs to be enlarged
to cover them, enabling scholars to include the elements they need.</p>
    </sec>
    <sec id="sec-5">
      <title>Acknowledgments</title>
      <p>Sanfilippo’s work leading to this publication was supported by the project MITE – Make it explicit:
Documenting interpretations of literary fictions with conceptual formal models funded by the European
Union - Next Generation EU. Antonietti’s work was supported by the project BiGraFo – Biblio-grafo. Un
catalogo semantico per il Centro di ricerca Franco Fortini, funded by the University of Siena Research
Support Plan 2022 for "Curiosity-driven" projects.
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citations, Journal of Web Semantics 17 (2012) 33–43.
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      <p>IFLA LRM (version 0.9.6 september 2023), 2023.
[4] C. Holden, The bibliographic work: History, theory, and practice, in: Cataloging and Classification,</p>
      <p>Routledge, 2021, pp. 7–26.
[5] L. S. Creider, Cataloging, reception, and the boundaries of a “work”, Cataloging &amp; classification
quarterly 42 (2006) 3–19.
[6] P. Le Boeuf, A strange model named frbroo, in: The FRBR Family of Conceptual Models, Routledge,
2014, pp. 68–84.
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ontology 16 (2021) 111–135.
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[14] C. Masolo, E. M. Sanfilippo, R. Ferrario, E. Pierazzo, et al., Texts, compositions, and works: A
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