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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Ontology Merging: on the confluence between theoretical and pragmatic approaches</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Raphael C o´be</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Renata Wassermann</string-name>
          <email>renata@ime.usp.br</email>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Fabio Kon</string-name>
          <email>fabio.kon@ime.usp.br</email>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Department of Computer Science - University of Sa ̃o Paulo</institution>
          ,
          <addr-line>IME-USP</addr-line>
        </aff>
      </contrib-group>
      <fpage>159</fpage>
      <lpage>164</lpage>
      <abstract>
        <p>In recent years, researchers have focused on merging knowledge bases in both pragmatic and theoretical points of view. In this paper, we enumerate a few attempts to deal with inconsistencies while merging knowledge bases. We focus on ontology merging and show that pragmatic and theoretical approaches are not integrated and that both could benefit from a closer relationship. We extended an existing theoretical algorithm for Description Logics and applied it for the ontology merging problem. We describe here an implementation of this algorithm as an open source Prote´ge´ plugin.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        few tools have been developed to provide knowledge base integration. This might have
happened because pragmatic research has focused on the ontology mapping activity. If
we think about the whole knowledge integration as a process: first of all, we have to
compute whether there are similar concepts and how similar such concepts are - this is
the mapping activity - and each concept correspondence is called concept match. After
mapping the concepts, the merging activity takes place. During the merging, the concepts
from all the knowledge bases are copied into the output base. Thus, mapping is the
activity that most of the time comes before the merging (at least in the ontology integration)
[
        <xref ref-type="bibr" rid="ref1">Falconer et al. 2007</xref>
        ].
      </p>
      <p>In this paper, we present our current work on ontology merging, including the
implementation of a plugin for the Prote´ge´2 editor.</p>
      <p>This paper is organized as fallows. Section 2 presents a brief summary of
pragmatic and theoretical works that aim to deal with ontology inconsistencies. Section 3
explains our efforts in bridging the gap between both points of view and present the merging
plugin we developed. Finally, at Section 4, we present a few conclusions taken from our
work and discuss what we plan to do in the future.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Ontology Merging</title>
      <p>In this section, we intend to show the common approaches used to deal with the ontology
merging and inconsistency handling problem. We have divided this section in two to show
that these two fields of study are not dealing with the same problems.</p>
    </sec>
    <sec id="sec-3">
      <title>2.1. Theoretical Approaches</title>
      <p>
        Only a few studies in the literature deal directly with description logics based
knowledge integration and inconsistency management. We classify these works, like
[
        <xref ref-type="bibr" rid="ref9">van Harmelen et al. 2005</xref>
        ], into two main categories: syntactic and semantic-based
approaches. The syntactic-based approaches sees ontologies as a set of axioms, which are
syntactic objects, while semantic-based approaches sees ontologies as a set of models,
which are semantic objects that are represented by a finite set of axioms.
      </p>
      <p>
        In the context of syntactic-based approaches, we would like to cite the research
conducted by Thomas Meyer and his colleagues. They proposed an algorithm for finding
maximally consistent sets from inconsistent knowledge bases [Meyer et al. 2005]. This
algorithm is a modification of the conjunctive maxi-adjustment algorithm for
propositional knowledge integration and is called CMA-DL. In that sense, such work is similar
to the work developed by van Harmelen et al. [
        <xref ref-type="bibr" rid="ref9">van Harmelen et al. 2005</xref>
        ], but instead
of looking for maximally consistent subsets their goal is to build minimally inconsistent
subsets, which they call diagnoses. The main difference between these two approaches is
that the CMA-DL algorithm takes into account the order of the bases to be merged. Each
base is called strata and the set of all strata is called stratified knowledge base. This set
is ordered by preference, which means that the first ontology is preferred over the second
one during the merging activity. We have proposed a small modification to this algorithm
that gives to the user all possible merging precedence order. We have used this algorithm
to implement our Prote´ge´ merging plugin.
      </p>
      <p>
        Most of the semantic-based approaches have been inspired by model-based
propositional logic inconsistency solving like what is presented at [
        <xref ref-type="bibr" rid="ref4">Konieczny and Pe´rez 1999</xref>
        ].
In that context, Gorogiannis et al. [
        <xref ref-type="bibr" rid="ref2">Gorogiannis and Hunter 2008</xref>
        ] propose an approach
to deal with inconsistencies by means of Dilation Operators that are, basically, an
strategy to iteratively relax the formulas to remove inconsistencies. The authors have first
proposed the use of Dilation Operators to deal with inconsistencies in propositional
logics and showed the equivalence of their approach to the one from Konieczny and Pe´rez
[
        <xref ref-type="bibr" rid="ref4">Konieczny and Pe´rez 1999</xref>
        ]. Finally, they took the idea of using Dilation Operators
further and proposed an operator that iteratively transform first order formulas by changing
universal quantifiers into existential ones. This approach may solve a few
inconsistencies but we figured out that it would be hard to translate it to an ontology context. For
instance, the description logic formula equivalent to ∀x.p(x) → z(x) would be p v z
but we were unable to define a way to dilate the description logic formula so it would
be equivalent to the dilated first order logic formula, i.e. ∃x.p(x) → z(x). Qi and
colleagues have also proposed model-based operations to solve inconsistencies in ontologies.
In [
        <xref ref-type="bibr" rid="ref7">Qi et al. 2006</xref>
        ] they proposed a model-based operator named weakening and showed
that its results are semantically equivalent to those of CMA in stratified knowledge bases.
      </p>
    </sec>
    <sec id="sec-4">
      <title>2.2. Pragmatic Approaches</title>
      <p>In this section, we present a few tools which purpose is to manage multiple ontologies to
combine and promote the reuse of knowledge. We will discuss the PROMPT approach
for ontology merging and specially inconsistency handling in more detail as it was the
only one that we have found that deals with inconsistency. We have tried a few other
tools but, unfortunately, none of them provided any inconsistency handling mechanism.
For instance, we have tried Watson For Knowledge Reuse3, which is a tool that allows
the user to query a web service that contains ontologies and ask it for suggestions on
new concepts to be added. It may suggest to include relationships and concepts that
may break the ontology consistency. So, it is not specially concerned with keeping the
ontology consistency. We have also tried the OWLDiff4 tool. It intends to work just
like the common Unix diff command, providing an easy-to-use interface that shows the
differences between two ontologies. It also allows the user to copy ontology fragments
between ontologies but does no consistency checking after doing so.</p>
      <p>
        We have studied the PROMPT tool for merging and it does provide support
for inconsistency management. Unfortunately, the inconsistencies dealt with PROMPT
strategies are not logic inconsistencies and they arise due to the fact that its merging
algorithm sometimes fail in merging concepts and properties. We figure that PROMPT
does not deal with logical inconsistencies because when the authors proposed its idea
[
        <xref ref-type="bibr" rid="ref6">Noy and Musen 2000</xref>
        ], the Prote´ge´ OWL tool did not provide support for more
expressive logics constructions like the disjoint clause.
      </p>
      <p>PROMPT deals with 4 kinds of inconsistencies: a) Name Conflict: this
inconsistency happens when the algorithm includes two different concepts with the same name in
the merged ontology, so the system advises the user to rename them; b) Dangling
References: this inconsistency happens when the image of a given property is missing in
the merged ontology, so the system suggests that the user includes such concept into the
merged ontology; c) Redundant Hierarchy: this inconsistency happens when there is more
than one path connecting a concept to one of its ancestors, so the system suggests that the
3http://neon-toolkit.org/wiki/1.x/Watson_for_Knowledge_Reuse
4http://krizik.felk.cvut.cz/km/owldiff/
user removes one of these paths; d) Slot Constraint Violation: this inconsistency happens
when some property has its cardinality violated at the merged ontology, e.g. a property
that should have only one individual as its images is used to connect two different pair of
individuals. The systems then suggests that the user removes one of these individuals.</p>
    </sec>
    <sec id="sec-5">
      <title>3. On the confluence of theoretical and pragmatic approaches</title>
      <p>
        The main focus of the work that we are currently developing is to bridge the gap
between the theoretical and pragmatic approaches for ontology integration. Unfortunately,
pragmatic approaches have very little to offer since the only conflict solving approach
described (by PROMPT) does not deal with logical inconsistencies. Also, the theoretical
works most of the time cannot be directly applied to Ontology merging, their algorithms
were designed for using with first order logics like [
        <xref ref-type="bibr" rid="ref2">Gorogiannis and Hunter 2008</xref>
        ].
      </p>
      <p>
        We chose to use the CMA-DL algorithm designed by Meyer et al.
[Meyer et al. 2005] to solve merging inconsistencies in description logics and applied
it to ontology merging. The algorithm proposed the generation of maximally consistent
subsets of the axioms present at each ontology at the inconsistent knowledge base in an
iterative way. We chose to use such algorithm as the starting point for our research because
it is a syntactic-based approach that can clearly build maximally consistent ontologies,
not like the algorithm from [
        <xref ref-type="bibr" rid="ref9">van Harmelen et al. 2005</xref>
        ], which relies on a Connectedness
notion and the proposed Direct Structural Connection function cannot detect axioms that
cause inconsistencies that are not structurally connected.
      </p>
      <p>
        The CMA-DL algorithm takes into consideration that, at the inconsistent
knowledge base, the ontologies are sorted by order of preference. We believe that, sometimes,
this is the case and we believe that this approach is close to the knowledge revision, but
sometimes we cannot classify the ontologies according to their relevance. Let us take a
look at the example
        <xref ref-type="bibr" rid="ref5">(taken from [Meyer et al. 2005])</xref>
        for instance:
Example 1: Consider the knowledge base K = (S1, S2) and that the ontology S1 is
composed of the following axioms bird(tweety), ¬f lies(tweety), bird(chirpy) and that the
ontology S2 is composed of the axiom bird v f lies. It is easy to see that this knowledge
base is inconsistent, sice S1 states that tweety is a bird that cannot fly and S2 states that
every bird flies.
      </p>
      <p>The CMA-DL algorithm gives preference to the knowledge present in S1 and the
result for its processing is the ontology O composed of the axioms exclusively from S1,
i.e., O = {bird(tweety), ¬f lies(tweety), bird(chirpy)}. Although this is an ontology
free of inconsistencies, we argue that at this case the discarded axiom seems to be very
important to the result. It is a constraint that applies to all individuals of the bird concept.</p>
      <p>We have proposed a modification to the CMA-DL algorithm that takes into
account all possible ordering combinations of the input knowledge base. Such algorithm
can be seen at the Listing 1. It accumulates the results of the possible combinations and
leaves to the user the choice of which one to use. The algorithm presented relies on a set
of specific operations. It uses aPowerSet() operation to calculate all possible subsets of a
given set and Permutations() to calculate all possible permutations of a given set. It also
relies on the Ontology() operation to generate a new Ontology from a set of axioms given
and, conversely, it uses the Axioms() operation to retrieve a set containing all axioms of a
given ontology.</p>
      <p>Listing 1. Modified CMA-DL</p>
      <p>If we run our version of the algorithm using as input the same knowledge
base presented in Example 1, we would get the following set as output: R =
{O1, O2, O3}, where O1 = {bird(tweety), ¬f lies(tweety), bird(chirpy)}, O2 =
{bird(tweety), bird(chirpy), bird v f lies}, and O3 = {bird(chirpy), bird v f lies}.
One can easily see that our approach gives more power of choice to the user and at two
different options he/she is able to keep the axiom that states that every bird flies, which
was our primary goal.</p>
      <p>We have developed a Prote´ge´ view plugin (Figure 1). that allows users to merge
two ontologies at each time. The plugin can use both the classic and our version of the
CMA-DL. It uses the HermiT5 reasoner to check the consistency and OWLAPI6 to access
and manipulate ontologies. It is distributed under the GPL v3.0 license and is available at
http://ccsl.ime.usp.br/en/onair/ontology-merging. The plugin
allows the user to pick two ontologies from his/her filesystem and choose the destination
where the resulting ontologies are going to be stored. Lastly, the user chooses whether
he/she wants to use the classic CMA-DL or our modified version by checking the option
“Merge ontologies using the first one as more important (Classic CMA-DL)”.</p>
    </sec>
    <sec id="sec-6">
      <title>4. Conclusions and Future Work</title>
      <p>In this paper, we presented a brief overview of theoretical and pragmatic research in the
ontology merging field. We showed that there is a big gap between the pragmatic and
theoretical approaches for ontology merging. We believe that both sides would benefit
from a higher degree of integration. Also, we believe that the pragmatic field is a little
bit stagnant when it comes to dealing with inconsistent merging results. In that context,
we have chosen the CMA-DL algorithm as a starting point for our research because it
clearly solves inconsistencies and could be directly applicable to ontologies. After a few
experiments, we have proposed a small modification for this algorithm to provide more
power of choice to the users. Now, the user can choose which ontology ordering suits
better his/her needs.</p>
      <p>Currently, we are working on building a software library to manage
inconsistencies. An initial version of it is available at http://ccsl.ime.usp.br/en/
onair/ontology-merging. Also, we intend to implement a web version for this
merging mechanism and integrate it to the OnAIR - Ontology Aided Information
Retrieval system7, which is an ontology-based search tool for multimedia bases. OnAIR has
an ontology-based query expansion feature and the merging mechanism would help the
experts to build better ontologies, improving the retrieval results quality.</p>
    </sec>
  </body>
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