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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Using Ontologies to Enhance Data Management in Distributed Environments</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Carlos Eduardo Pires</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Damires Souza</string-name>
          <email>damires@ifpb.edu.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Bernadette Lóscio</string-name>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Rosalie Belian</string-name>
          <email>rosalie.belian@ufpe.br</email>
          <xref ref-type="aff" rid="aff3">3</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Patricia Tedesco</string-name>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ana Carolina Salgado</string-name>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Federal Institute of Education, Science and Technology of Paraiba (IFPB), Brazil Av. Primeiro de Maio</institution>
          ,
          <addr-line>720, Jaguaribe - 58015-430 - João Pessoa - Paraíba</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Federal University of Campina Grande (UFCG), Computer Science Department Av. Aprígio Veloso</institution>
          ,
          <addr-line>882, Bodocongó - 58109-970 - Campina Grande, PB</addr-line>
          ,
          <country country="BR">Brazil</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Federal University of Pernambuco (UFPE), Center for Informatics Av. Jornalista Anibal Fernandes</institution>
          ,
          <addr-line>s/n, 50.740-560, Recife, PE</addr-line>
          ,
          <country country="BR">Brazil</country>
        </aff>
        <aff id="aff3">
          <label>3</label>
          <institution>Federal University of Pernambuco (UFPE), Center of Health Sciences Av. Prof. Moraes Rego</institution>
          ,
          <addr-line>S/N, Cidade Universitária - 50670-901 - Recife, PE</addr-line>
          ,
          <country country="BR">Brazil</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Data management solutions in distributed environments have been continuously evolving during the last years to answer users' needs and face new technology challenges. To help matters, ontologies have been used as a support for the techniques of managing data. For instance, ontologies may be used to describe the semantics of data at different sources, helping to overcome problems of semantic interoperability and data heterogeneity, and thus assisting schema integration and query answering over the distributed data sources. The goal of this paper is to highlight the use of ontologies in order to enhance data management issues in distributed environments. To this end, we describe a set of ongoing works which have been developed in our research.</p>
      </abstract>
      <kwd-group>
        <kwd>Ontology</kwd>
        <kwd>Semantics</kwd>
        <kwd>Data Management</kwd>
        <kwd>Distributed Environment</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        The increasing use of computers and the development of communication
infrastructures have led to a demand for high-level integration of autonomous and
heterogeneous data sources. This fact caused the development of diverse distributed
environments, including Data Integration Systems [
        <xref ref-type="bibr" rid="ref5">Halevy et al. 2006</xref>
        ], Peer Data
Management Systems (PDMSs) [
        <xref ref-type="bibr" rid="ref16">Sung et al. 2005</xref>
        ], and Dataspaces [
        <xref ref-type="bibr" rid="ref6">Hedeler et al.
2009</xref>
        ]. While these types of data integration systems differ with respect to their level
of coupling, all of them have in common the need of dealing with heterogeneity,
mappings, and query answering. Particularly, these dynamic distributed environments
are characterized by an architecture constituted by various autonomous data sources
(e.g., websites, files, databases), here referred to as peers. These peers are linked to
each other by means of mappings (i.e. associations between schema elements), called
hereafter as correspondences.
      </p>
      <p>Data management in large distributed environments is a challenging problem given
the heterogeneity of their schemas. Due to the fact that ontologies provide good
support for understanding the meaning of data, there has been a growing interest in
using ontologies for enhancing data management in such environments. In these
settings, they have been used for some purposes, including: (i) metadata
representation: in each data source are represented by a local ontology; (ii) global
conceptualization: providing a conceptual view over the schematically heterogeneous
source schemas; and (iii) support for high-level queries: given a global ontology,
users can formulate queries without specific knowledge of the different data sources.</p>
      <p>In addition, due to semantic heterogeneity, research on distributed environments
has also considered the use of ontologies as a way of providing a domain reference.
Considering a given knowledge domain, an agreement on its terminology can occur
through the definition of a domain ontology which can be used as a semantic
reference or background knowledge to enhance processes such as ontology matching.</p>
      <p>In this light, in our research, we deal with ontology-based distributed
environments, where various ontologies are developed (representing peer schemas)
with meaningful content overlapping among them. We have mainly instantiated our
research in a PDMS, named SPEED - Semantic PEEr Data Management System,
which adopts an ontology-based approach to assist relevant issues in peer data
management, e.g., query answering and peer clustering.</p>
      <p>
        Another kind of semantic knowledge we use is context. The term is concerned
with some specific situation, usually perceived as a set of variables that may be of
interest for an agent [
        <xref ref-type="bibr" rid="ref2">Bolchini et al. 2007</xref>
        ]. In order to store and use context, an
important issue is how to represent its elements. Context ontologies have been
considered an interesting approach because they enable sharing and reusability and
may be used by different reasoning engines [
        <xref ref-type="bibr" rid="ref14">Souza et al. 2008</xref>
        ]. In this work, we have
designed an ontology, named CODI - Contextual Ontology for Data Integration, to
represent and store contextual information.
      </p>
      <p>In summary, the goal of this paper is to exploit the benefits provided by semantics
through ontologies to enhance data management issues in distributed environments.
To this end, we present ontology-based approaches to support schema matching, peer
clustering, query reformulation, schema summarization, schema merging, and data
access. Furthermore, we present an approach that uses ontology as a means to
represent and store contextual information. In the following, we present an overview
of our approaches. Also, we describe the history of our research group and members.</p>
    </sec>
    <sec id="sec-2">
      <title>2 Main Areas of Research</title>
      <p>The main areas of research we have been working are: (i) ontologies in a PDMS; (ii)
ontology as a means to represent contextual information; and (iii) ontology to provide
data access. We provide an overview of them in the following.</p>
    </sec>
    <sec id="sec-3">
      <title>2.1 Ontology-based PDMS</title>
      <p>
        SPEED (Semantic PEEr Data Management System) [
        <xref ref-type="bibr" rid="ref8 ref9">Pires 2009</xref>
        ] is a PDMS that
adopts an ontology-based approach to assist relevant issues in peer data management.
Its main goal is to cluster semantically similar peers in order to facilitate the
establishment of semantic correspondences between peers and, consequently, improve
query answering. Peers are grouped according to their knowledge domain (e.g.,
Education), forming semantic communities. Inside a community, peers are organized
in a finer grouping level, named semantic clusters, where peers share similar
ontologies (schemas). A semantic cluster has a cluster ontology which represents the
ontologies (schemas) of the peers within the cluster. Each cluster maintains a link to
its semantic neighbors in the overlay network, i.e., to other semantically similar
clusters. A simulator has been developed through which we were able to reproduce
the main conditions characterizing the proposed system’s environment. The main
issues which have been particularly addressed in SPEED are the following:
      </p>
    </sec>
    <sec id="sec-4">
      <title>Using Ontologies to Represent Peer Schemas</title>
      <p>In SPEED, we use ontologies as uniform conceptual representations of peer schemas.
The use of ontologies as a middle layer between the system’s processes and the data
sources adds a conceptual level over the data. In addition, it allows the system to
uniformly deal with data without worrying about their specific restrictions (syntactic
or semantic). We have been implementing a tool that automatically extract semantics
from data sources and builds a peer ontology. Meanwhile, we are working with
geographic data sources to instantiate SPEED. Due to the complex semantics of
spatial data, we are implementing some new extraction rules for the spatial relations.</p>
    </sec>
    <sec id="sec-5">
      <title>Ontology as Background Knowledge</title>
      <p>
        We use domain ontologies (DO) as background knowledge in order to identify
semantic correspondences between matching ontologies [
        <xref ref-type="bibr" rid="ref12 ref13">Souza 2009</xref>
        ]. The use of
background knowledge through ontologies enhances the identification of other types
of correspondences by extending the ones commonly found (e.g., equivalence and
subsumption). For instance, we are able to find out other kinds of correspondences
such as closeness and disjointness. Finding such degree of semantic overlap between
ontologies becomes more useful for tasks such as query answering.
      </p>
    </sec>
    <sec id="sec-6">
      <title>Ontology-based Schema Matching</title>
      <p>
        We have developed a semantic-based ontology matching process, named SemMatcher
[
        <xref ref-type="bibr" rid="ref8 ref9">Pires et al., 2009</xref>
        ], that considers, besides the traditional terminological and structural
matching techniques, a semantic-based one. The process produces a set of semantic
correspondences and a global similarity measure between two peer ontologies. The
former is used to enhance query reformulation while the latter is used, for instance, to
determine semantic neighbor peers in the overlay network of SPEED. A tool
implementing the semantic-based ontology matching process has been implemented.
      </p>
    </sec>
    <sec id="sec-7">
      <title>Ontology Merging</title>
      <p>
        We have also implemented a merge tool, denoted OntMerger [
        <xref ref-type="bibr" rid="ref8 ref9">Pires 2009</xref>
        ], that takes
as arguments two ontologies (i.e., a cluster ontology and a peer ontology) and the set
of correspondences between them (generated by SemMatcher). As a result, the tool
produces a new version of the cluster ontology containing the elements of both input
ontologies as well as semantic correspondences between the new cluster ontology and
the peer ontology.
      </p>
    </sec>
    <sec id="sec-8">
      <title>Using Ontologies to Enhance Query Reformulation in PDMS</title>
      <p>
        In SPEED, a query posed at a peer is routed to other peers in order to find answers to
the query. An important step of this task is reformulating a query issued at a peer into
a new query expressed in terms of a target peer, considering the correspondences
between them. In this light, we have worked on a query reformulation approach,
named SemRef, which brings together both query enrichment and query reformulation
techniques in order to provide users with a set of expanded answers [
        <xref ref-type="bibr" rid="ref12 ref13">Souza et al.
2009</xref>
        ]. Exact and enriched query reformulations are produced as a means to obtain
this set of answers. To this end, we make use of semantics acquired from a set of
semantic correspondences between peer ontologies (e.g., closeness). Also, we take
into account the context of the user, of the query and of the environment as a way to
enhance the process and to deal with information that can only be acquired on the fly.
      </p>
    </sec>
    <sec id="sec-9">
      <title>Ontology Summarization</title>
      <p>
        We have developed an automatic process to build summaries of cluster ontologies [
        <xref ref-type="bibr" rid="ref10">Pires
et al. 2010</xref>
        ]. Such summaries are used as a semantic index to assist the identification of
similar peers when a new peer joins the system. The summarization process is divided
into several steps and is based on the notions of centrality and frequency. Centrality is
used to capture the importance of a given concept within an ontology. The use of
frequency is motivated by the fact that a cluster ontology is obtained by merging several
different local ontologies. The summaries are used as a semantic index to indicate an
initial cluster for new peers during their connection to SPEED. We have developed
OWLSum, a tool implementing the ontology summarization process.
      </p>
    </sec>
    <sec id="sec-10">
      <title>Ontology-based Peer Clustering</title>
      <p>
        Peer connection in SPEED is mainly an incremental clustering process [
        <xref ref-type="bibr" rid="ref8 ref9">Pires 2009</xref>
        ].
When a new peer arrives, it searches for a corresponding semantic community in a
structured network. Then, within a semantic community, the new peer searches for a
semantically similar cluster in an unstructured network. The search for a cluster starts
when the new peer sends its exported schema (i.e., an ontology) to a promising initial
cluster (provided by the semantic index) and proceeds by following the semantic
neighbors of the initial cluster until a certain limit (TTL) is reached. At each visited
cluster, SemMatcher is executed taking as arguments the current cluster ontology and
the exported schema of the new peer. Each cluster returns its global similarity
measure to the new peer. The set of global measures are used by the new peer to
determine if it will join an existing cluster or create a new one. The proposed process
has been implemented in the simulator and submitted to experimental evaluation.
Validation has been performed using clustering indices.
      </p>
    </sec>
    <sec id="sec-11">
      <title>2.2 Ontology to Represent and Store Contextual Information</title>
      <p>
        CODI (Contextual Ontology for Data Integration) is an ontology for representing
context according to some Data Integration (DI) and PDMS issues [
        <xref ref-type="bibr" rid="ref14">Souza et al.
2008</xref>
        ]. In our work, we consider that Contextual Elements (CEs) are used to
characterize a given entity. Therefore, we determined six main domain entities around
which we consider the CEs: user, environment, data, procedure, association, and
application. We have already used CODI in query reformulation as a way to store the
user and query contexts. CODI was also used for schema reconciling, to identify in
which context the elements occur and thus, to ease spell-check and schema-level
sense disambiguation tasks [
        <xref ref-type="bibr" rid="ref1">Belian et al. 2010</xref>
        ]. Element names can have different
meanings depending on the semantic context to which they are related. Hence, CEs
may provide a more accurate semantic interpretation, allowing restrictions or
characterizations of an element name according to a specific semantic context.
      </p>
      <p>Currently, we are using CODI to represent and store the user model. We are
developing a CODI Data Service which will be responsible for storage and retrieval
of the contextual elements. This service will be coupled to the SPEED query system.</p>
    </sec>
    <sec id="sec-12">
      <title>2.3 Query Rewriting between Ontologies</title>
      <p>
        The use of ontologies, as a conceptual representation for data sources, gives origin to
relevant problems such as the query rewriting between ontologies [
        <xref ref-type="bibr" rid="ref3">Calvanese et al.
2009</xref>
        ]. Given the relevance of such problem, we have investigated this area and we
have proposed a solution for query rewriting between heterogeneous ontologies. More
specifically, we have proposed a solution for the following problem. Considering a
target ontology OT, a source ontology OS and a set of correspondences between them,
how to rewrite a SPARQL query Q, submitted to OT, into a query Q’, to be submitted
to OS, in such a way that query results are presented according to OT and that OT and
OS are heterogeneous?
      </p>
      <p>
        Our proposal for query rewriting between ontologies [
        <xref ref-type="bibr" rid="ref7">Lopes 2010</xref>
        ] combines the
semantics and expressiveness of SPARQL with logic programming and considers the
rule-based formalism for representing mappings between ontologies proposed in
[
        <xref ref-type="bibr" rid="ref11">Sacramento et al. 2010</xref>
        ]. Our approach deals with some relevant questions,
including: the structural heterogeneity between the target ontology and the source
ontology and the prune of irrelevant parts of the rewritten query. A tool implementing
the proposed query rewriting process, called SQuOL, has also been proposed.
      </p>
    </sec>
    <sec id="sec-13">
      <title>3 History of the Group and Members</title>
      <p>The SPEED project1, directed by Ana Carolina Salgado, started in 2006 as an
evolution of previous researches in traditional data integration systems. At this time,
Carlos Pires and Damires Souza were PhD candidate students concerned with the
main architectural and structural definitions of SPEED. Bernadette Lóscio and
1 http://www.cin.ufpe.br/~speed
Rosalie Belian have developed their PhD thesis in related data integration problems
and are research collaborators always interacting with the SPEED team. Patricia
Tedesco is the Artificial Intelligence member of the group acting as co-advisor in
some of the thesis. The SPEED group includes not only PhD students but also master
and undergraduate students working in a complementary way to construct a PDMS
prototype that consolidates the main obtained results.</p>
    </sec>
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