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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Ontology to Classify Learning Material in Software Engineering Knowledge Domain</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Joselaine Valaski</string-name>
          <email>jvalaski@ppgia.pucpr.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Andreia Malucelli</string-name>
          <email>malu@ppgia.pucpr.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Sheila Reinehr</string-name>
          <email>sheila.reinehr@pucpr.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ricardo Santos</string-name>
          <email>ricardo.c.r.santos@gmail.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Programa de Pós-Graduação em Informática (PPGIa)</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Pontifícia Universidade Católica do Paraná (PUCPR) Curitiba - PR -</institution>
          <country country="BR">Brasil</country>
        </aff>
      </contrib-group>
      <fpage>37</fpage>
      <lpage>48</lpage>
      <abstract>
        <p>This paper proposes an ontology to automatic classification of learning materials to the Software Engineering knowledge domain. The Software Engineering Body of Knowledge (SWEBOK) was used to define the hierarchical structure of the knowledge area. The Rational Unified Process (RUP) was used to add the axioms to represent the relationships between concepts and to enable the reasoning to SWEBOK knowledge areas. Two testing scenarios were designed and experiments were performed. The results show that the ontology is able to classify and locate learning materials from the Software Engineering area, according to the desired area, role, artifact or task.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>In this context, ontologies play an important role because they can be applied to provide a
common shared understanding of an information structure among individuals or organizations, as
well as be used to enable the knowledge domain reuse and make explicit assumptions of a domain
[Noy and McGuinness 2010].</p>
      <p>Ontologies can describe a hierarchy of concepts related by subsumption relationships, in this
case, a taxonomy-driven concept; or a structure, where the axioms are added in order to express
relationships between concepts and to restrict their intentional interpretations [Guarino 1998].
Through ontologies, hierarchical structures of themes related to the learning materials can be defined
using a common vocabulary to the knowledge area. Furthermore, it is possible to add reasoning to
this structure in order to help the automatic classification of learning materials within the defined
hierarchy. The automated classification is relevant when people do not hold enough knowledge to
identify the theme related to the learning materials due to lack of common vocabulary of the
knowledge area. Software engineers can be mentioned as an example.</p>
      <p>
        In this context, this paper aims to propose an ontology to automatic classification of learning
materials related to the Software Engineering knowledge area. The ontology aims to facilitate the
search for learning materials within the given domain. The Software Engineering Body of
Knowledge (SWEBOK) [
        <xref ref-type="bibr" rid="ref1">Abran and Moore 2004</xref>
        ] was used to define the hierarchical structures of
knowledge. The SWEBOK is intended to reach broad consensus on the area of
        <xref ref-type="bibr" rid="ref21">Software Engineering
[Sicilia 2005</xref>
        ]. The Rational Unified Process (RUP) was used to add axioms to represent the
relationships between concepts and enable the reasoning to the SWEBOK knowledge area.
      </p>
      <p>The remainder sections of this paper are organized as follows: Section 2 presents the related
work; Section 3 describes in details the proposed ontology; in Section 4 some experiments are
discussed; Section 5 concludes the paper.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Related Works</title>
      <p>There are several papers proposing ontologies for the Software Engineering area. This section
presents these researches and their approaches.</p>
      <p>
        <xref ref-type="bibr" rid="ref17">Mendes and Abran (2005)</xref>
        present a prototype of an ontology to represent the domain of
Software Engineering, based on the SWEBOK guide. A literal extraction from the guide results in
approximately 4,000 concepts. In this approach, there is no intention to establish a hierarchical
structure of the Software Engineering knowledge area.
        <xref ref-type="bibr" rid="ref21 ref22">Sicilia et al. [2005</xref>
        ] also proposes a
SWEBOK based ontology with a descriptive part in order to identify artifacts and activities and a
prescriptive part, with approaches and concrete activities’rules for “commonly accepted” practical
activities.
        <xref ref-type="bibr" rid="ref13">Hilera et al. (2005)</xref>
        propose an ontology called OntoGLOSE based on the Software
Engineering Terminology Glossary, published by IEEE. OntoGLOSE includes about 1,500 concepts,
corresponding to 1,300 glossary terms with their different meanings.
      </p>
      <p>
        More specific approaches are established on the Software Engineering domain as well. The
Win-Win approach represents a model created to manage the necessary collaboration and negotiation
by the people involved in the software lifecycle stage [
        <xref ref-type="bibr" rid="ref3">Bose 1995</xref>
        ]. ONTODM represents the
knowledge of requisite specification techniques of a multi-agent systems family in an application
domain. It is being used as a CASE tool to help to elicit and specify the domain models. [
        <xref ref-type="bibr" rid="ref11">Girardi and
Faria 2003</xref>
        ].
        <xref ref-type="bibr" rid="ref21">Sánchez et al. [2005</xref>
        ] propose an ontology to represent the different meanings of the
term model, incorporating the different concepts related to the terms.
        <xref ref-type="bibr" rid="ref5">Cyc [2011</xref>
        ] presents a UML
subOntology integrated in the OpenCyc ontology containing about 100 concepts, 50 relationships
and 30 instances, including UMLModel Element, UMLClassifier, UMLClass and
UMLStateMachine, according to SWEBOK’s Software Projects Notations subarea, from the
Software Project area. The XCM ontology provides a pattern to a component definition that appears
in different component models and standardizes these differences [
        <xref ref-type="bibr" rid="ref24">Tansalarak and Claypool, 2004</xref>
        ].
Deridder [2002] presents a general ontology on concepts related to software maintenance. An
ontology organized in five subontologies to represent the knowledge related with software systems,
the necessary skills to software maintainers, with maintenance process activities, organizational
maintenance topics and tasks that constitute any application domain is proposed by
        <xref ref-type="bibr" rid="ref6">Dias et al.
[2003</xref>
        ].
        <xref ref-type="bibr" rid="ref19">Ruiz et al. [2004</xref>
        ] propose an ontology composed by four subontologies: products, activities,
organization processe
        <xref ref-type="bibr" rid="ref21">s and agents. Vizcaino et al. [2005</xref>
        ] propose an ontology composed by the
ontologies proposed by Deridder [2002],
        <xref ref-type="bibr" rid="ref6">Dias et al. [2003</xref>
        ] and
        <xref ref-type="bibr" rid="ref19">Ruiz et al. [2004</xref>
        ]. The propose of
Deridder [2002],
        <xref ref-type="bibr" rid="ref6">Dias et al. [2003</xref>
        ],
        <xref ref-type="bibr" rid="ref19">Ruiz et al. [2004</xref>
        ] and
        <xref ref-type="bibr" rid="ref26">Vizcaino et al. [2005</xref>
        ] are based on an
initial software maintenance ontology proposed by
        <xref ref-type="bibr" rid="ref14">Kitchenham et al. [1999</xref>
        ].
        <xref ref-type="bibr" rid="ref2">Boehm and In [1996</xref>
        ]
propose an ontology with concepts related to software quality attributes and information about the
software architectures influences and development processes on these attributes Other ontology
related to software process concepts is proposed by
        <xref ref-type="bibr" rid="ref8">Falbo et al. [2002</xref>
        ]. An ontology with the
software measurement terminology, associated with fundamental concepts i
        <xref ref-type="bibr" rid="ref21">s proposed by Garcia et
al. [2005</xref>
        ].
        <xref ref-type="bibr" rid="ref25">Tautz and Greese [1998</xref>
        ] present an ontology of the GQM (Goal Question Metric)
paradigm, and an ontology with concepts related to software process, including Life Cycle Models
concepts, Software Processes, Activities, Procedures, Tasks, Roles or Artifacts is presented by
        <xref ref-type="bibr" rid="ref7">Falbo
et al. [1998</xref>
        ]. The SPOnt, an ontology that reused concepts from other ontologies related to decision
support systems, establishing relationships, is proposed by
        <xref ref-type="bibr" rid="ref15">Larburu et al. [2003</xref>
        ]. González-Pérez and
Henderson-Sellers [2006] present an ontology for software development methodology that include a
metamodel and an architecture divided into three domains.
        <xref ref-type="bibr" rid="ref16">Lin et al. [2003</xref>
        ] propose an ontology for
the IEEE 12207 and the CMMI Standards that can be applied in an organization in order to inspect
and enhance the software processes maturity. An ontology particularly focused on the Software
Engineering area was developed by Wongthongtham et al. (2007), the first Software Engineering
oriented ontology, based on the SWEBOK’s areas of knowledge. This ontology presents only a
hierarchical structure; it does not use axioms to define the concepts related to the knowledge areas.
      </p>
      <p>There are several proposals for ontologies in the Software Engineering area, however, there is
not an ontology to classify materials according to the Software Engineering knowledge area. The
next section discusses the proposal of an ontology to help solving this problem.</p>
    </sec>
    <sec id="sec-3">
      <title>3. Proposed Ontology</title>
      <p>
        This section presents an ontology composed by SWEBOK and RUP concepts to classify learning
materials in the Software Engineering knowledge area. The ontology was developed with the
ontology editor Protégé [
        <xref ref-type="bibr" rid="ref23">Stanford 2011</xref>
        ].
      </p>
      <p>
        To define the knowledge’s hierarchical structure related to Software Engineering, the
SWEBOK´s definition knowledge area was used. The SWEBOK is a guide created under the
patronage of the Institute of Electrical and Electronics Engineers (IEEE) with the objective of
serving as reference to Software Engineering related subjects [
        <xref ref-type="bibr" rid="ref1">Abran and Moore 2004</xref>
        ]. This guide
presents a hierarchical classification of the Software Engineering topics, where the higher level is the
knowledge areas.
      </p>
      <p>However, the definition of a hierarchical structure is not enough to allow the automatic
classification of learning materials according to the defined structure. The SWEBOK does not
present an approach to the definition of their knowledge areas using relationships among the
concepts or explicit properties. For this reason, RUP was also used. RUP presents well-defined
relationships among the main concepts, which are: Discipline, Artifact, Role and Task. Although
RUP is a software development process, hence, not exactly focused on knowledge areas, the concept
of disciplines can be related between some SWEBOK knowledge areas, as shown in Table 1. In this
proposal, only the areas with total correspondence were mapped.</p>
      <p>In the following subsections the details of the proposed ontology for RUP and the integration
of this ontology with the ontology for the classification of learning materials according to the
SWEBOK knowledge areas are presented.</p>
      <sec id="sec-3-1">
        <title>3.1 OntoRUP: RUP representation ontology</title>
        <p>OntoRUP was developed according to the Artifact, Role and Task concepts and their relationships
with the Discipline concept. Through these four concepts and their relationships, classes and their
properties were created. Table 2 presents the created classes and properties.</p>
        <p>The general proposed hierarchy is presented in Figure 1. The RupElements class was created
in order to group the derivative concept classes: Discipline, Artifact, Role and Task concepts.</p>
        <p>The Discipline class was created to represent the nine disciplines that compose the RUP
model. Through this class the other relationships are established and then the integration is done with
the SWEBOK´s knowledge areas.</p>
        <p>The Artifact class was created to represent the software artifacts that are used within the RUP
process. The Artifact class is directly related to the Discipline class through the hasDomain property.
According to this relationship, subclasses were created, that identify the artifacts related to each of
the nine disciplines proposed in the RUP model. Figure 2 presents an example of the hasDomain
property.</p>
        <p>The Role class was created to represent the corresponding subclasses to the six groups of
roles within the RUP, namely: Analysts, Developers, General Roles, Manager, Production Support
and Testers. Furthermore, within the Role class, corresponding subclasses of the roles related to each
of the nine disciplines were also created as shown in Figure 3. To establish the relationship between
the Role and Discipline classes, it was used the property “modify” that relates the Role class to the
Artifact’s subclasses. As the subclasses of Artifact are already related to the Discipline class, the
relationship between the Role and Discipline classes is also completed.</p>
        <p>The Task class was created to represent the tasks of the RUP model. The Task class has direct
relationship with the Discipline class through the hasDomain property. Based on this relationship
have been created subclasses to represent the tasks corresponding to each of the nine RUP disciplines
specified in the model.</p>
      </sec>
      <sec id="sec-3-2">
        <title>3.2 Software Engineering Learning Materials Ontology</title>
        <p>Once established the ontology structure for representation of RUP elements, it was defined the
necessary elements to enable the classification of learning materials within the Software Engineering
domain. The LearningMaterial class was created to represent the learning materials, and its
subclasses were created based on the ten SWEBOK’s areas, as shown in Figure 4.</p>
        <p>In order to define the ten areas of the SWEBOK using explicit and formal properties, the
defined concepts of RUP ontology was used. It is possible to identify the related discipline through
any of the Artifact, Role and Task concepts, and through mapping it is possible to know the
SWEBOK´s knowledge area. Because of that, the isRecommendedTo property was created, as
shown in Table 3, in order to be able to recommend a learning material related to any of the three
concepts presented in RUP. Thus, when adding a learning material it is possible: to recommend the
material for the use of a specific artifact, such as a Business Case; the execution of a specific task,
such as Architectural Analysis; or the execution of a specific role, such as System Analyst.</p>
        <p>Through the related recommendation it is possible to classify the material according to the
SWEBOK’s knowledge areas. For instance, a learning material will be classified as belonging to the
Test knowledge area, if it has the isRecommendedTo property related to, at least, one instance of the
Artifact, Role or Task classes, linked to the Test discipline.</p>
        <p>These possibilities of recommendations can help to obtain a more accurate classification of
the learning material, especially when there is no formal knowledge regarding to which knowledge
area the material belongs to.</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>4. Results</title>
      <p>The ontology was proposed to be applied in a self-learning environment where people share their
knowledge related to the Software Engineering area by adding learning materials. The proposed
ontology will help in the classification of learning materials, mainly because software engineers may
not use a common vocabulary or may not have enough knowledge to classify correctly the material
within the appropriate domain. Furthermore, the ontology will facilitate the recommendation of these
learning materials.</p>
      <p>Two scenarios were designed to verify the proposal’s viability. The scenario 1 was used to
test the classification of learning materials and scenario 2 was used to test the recommendation of
these materials. The simulations were created using the Protégé tool.</p>
      <p></p>
      <p>Scenario 1 – Learning Materials Classification</p>
      <p>Instances of learning materials were added using the Protégé tool, as shown in Figure 5. Also
recommendations were made through the isRecommendedTo property. Each recommendation was
associated with instances of Artifact, Role or Task classes.</p>
      <p>The values assigned to the isRecommendedTo class for each one of the learning materials are
shown in Table 4.</p>
      <p>The Pellet reasoned, version 1.5.2, was used to classify the learning materials. As shown in
Figure 6, it is possible to verify that the ontology correctly classified the learning materials according
to the defined concepts.</p>
      <p>However, it is important to provide mechanisms to help software engineer to make their
recommendations in order to avoid inconsistencies. For instance, the material identified as
“material008”, was recommended to be used in the Business Case artifact. In this case, it should not
be possible to recommend it for the System Analyst role, as this role has no relationship with this
artifact. As a result, the material was classified in three knowledge areas, one of them due to artifact
recommendation, and the other two due to recommendation by role. The ontology proposed can be
used to help filter consistent recommendations among Artifact, Role and Task classes.</p>
      <p>Scenario 2 was designed to present the possible recommendations of the learning materials
once these materials will be available in a learning environment. According to the simulation
described in scenario 1, after the learning materials were classified using the inference mechanisms,
it is possible to search for these materials through the knowledge areas defined in SWEBOK. For
instance, it is possible to retrieve all the learning materials related to the Software Requirement area.
However, besides retrieving the materials by Software Engineering knowledge area, the ontology
also allows to find all the materials according to recommendations, by Artifact, Role or Task.</p>
      <p>SPARQL was used to simulate a preview of these possibilities. The SPARQL is a language to
retrieve data from Web Ontology Language (OWL) files. Figure 7 presents a SPARQL query in
order to retrieve learning materials recommended by Roles. In this case, the learning materials are
retrieved through the Roles view; however, the queries can be executed by Artifacts and Tasks as
well.</p>
      <p>It is important to point out that new recommendations may be added to the learning materials
according to their use. For example, a learning material that was added with the System Analyst role
may also be recommended to the Elicit Stakeholder Requests task. So, the level of details for the
recommendation is enhanced and the retrieval of material becomes more precise.</p>
    </sec>
    <sec id="sec-5">
      <title>5. Conclusion</title>
      <p>This paper presented an ontology to automatically classify learning materials related to the Software
Engineering knowledge area, aiming to facilitate the search for these materials.</p>
      <p>The ontology was defined using the main structure of ten SWEBOK knowledge areas and the
concepts and relationships among Artifact, Task and Role elements from RUP model. RUP was used
to define SWEBOK knowledge areas through axioms to enable the automatic classification of
learning materials according to recommendations.</p>
      <p>Some experiments were performed and it was possible to conclude that the ontology
classifications were correctly, according to the Software Engineering knowledge areas. Furthermore,
the ontology provides views of the learning materials under three aspects, recommendations by
artifacts, tasks and role. This diversity can be another facilitator for retrieving the desired material.</p>
      <p>The proposed ontology will be integrated to a self-learning environment, and experiments
with Software Engineering students and professionals will be performed in order to evaluate the
proposal.</p>
      <sec id="sec-5-1">
        <title>Formalized</title>
      </sec>
      <sec id="sec-5-2">
        <title>Common</title>
      </sec>
      <sec id="sec-5-3">
        <title>Knowledge.</title>
      </sec>
      <sec id="sec-5-4">
        <title>Cycorp, USA. Davenport, T.H. and Prusak, L. (1998). “Working Knowledge: How Organizations Manage What They Know”. Harvard Business School Press.</title>
        <p>Deridder, D. (2002). “A Concept-Oriented Approach to Support Software Maintenance and Reuse
Activities”. In: 5th Joint Conference on Knowledge-Based Software Engineering (JCKBSE),
Maribor, Slovenia.</p>
      </sec>
      <sec id="sec-5-5">
        <title>Editor and</title>
      </sec>
      <sec id="sec-5-6">
        <title>Knowledge</title>
      </sec>
      <sec id="sec-5-7">
        <title>Acquisition</title>
      </sec>
      <sec id="sec-5-8">
        <title>System”,</title>
        <p>Wongthongtham, P. (2006). “A methodology for multi-site distributed software development.” PhD
Thesis, Curtin University of Technology.</p>
      </sec>
    </sec>
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