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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Graphical Schema Editing for StarDog OWL/RDF Databases using OWLGrEd/S</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Karlis Cerans</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Guntis Barzdins</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Renars Liepins</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Julija Ovcinnikova</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Sergejs Rikacovs</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Arturs Sprogis</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Institute of Mathematics and Computer Science, University of</institution>
          <country country="LV">Latvia</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Karlis.Cerans</institution>
          ,
          <addr-line>Guntis.Barzdins, Renars.Liepins, Julija.Ovcinnikova, Sergejs.Rikacovs</addr-line>
        </aff>
      </contrib-group>
      <abstract>
        <p>The developers of StarDog OWL/RDF DBMS have pioneered a new use of OWL as a schema language for RDF databases. This is achieved by adding integrity constraints (IC), also expressed in OWL syntax, to the traditional “open-world” OWL axioms. The new database paradigm requires a suitable visual schema editor. We propose here a two-level approach for integrated visual UML-style editing of extended OWL+IC ontologies: (i) introduce the notion of ontology splitter that can be used in conjunction with any OWL editor, and (ii) offer a custom graphical notation for axiom level annotations on the basis of compact UML-style OWL ontology editor OWLGrEd.</p>
      </abstract>
      <kwd-group>
        <kwd>OWL</kwd>
        <kwd>integrity constraints</kwd>
        <kwd>STARDOG</kwd>
        <kwd>OWL/RDF databases</kwd>
        <kwd>graphical database schema editor</kwd>
        <kwd>OWLGrEd</kwd>
        <kwd>UML class diagrams</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1 Introduction</title>
      <p>
        Web ontology language OWL [
        <xref ref-type="bibr" rid="ref1 ref2 ref3">1,2,3</xref>
        ] follows “open world assumption” (OWA)
semantics that implies every statement whose truth is not known to be undefined rather
than false in the contrasting “closed world assumption” (CWA) semantics (cf [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]).
While OWA semantics is appropriate for many traditional OWL uses, in the recent
years there have been also efforts to introduce “integrity constraints” (see e.g. [
        <xref ref-type="bibr" rid="ref5 ref6 ref7">5,6,7</xref>
        ])
over OWL ontology models through CWA semantics. The integrity constraint (IC)
assertions may appear natural in e.g. information system specifications, where, for
example, a missing phone number for a person x under the assertion that every person
has a phone number would be naturally interpreted as a data error rather than inferring
existence of some unknown phone number for x.
      </p>
      <p>
        The IC specification in [
        <xref ref-type="bibr" rid="ref6 ref7">6,7</xref>
        ], implemented in Stardog [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] OWL/RDF database,
reuse the OWL syntax itself also for IC thus materializing the idea of using “the full
expressivity of OWL and OWL 2 ... as a schema language for RDF”1. This opens a
possibility for a wide range of applications of (extended) OWL in information base
structure (schema) specification. This, however, raises an issue of suitable graphical
notation for extended OWL notation rendering and editing, as it is common e.g. for
MOF-style model repository schemas in the form of UML [
        <xref ref-type="bibr" rid="ref10 ref9">9,10</xref>
        ] class diagrams, or
for relational databases.
      </p>
      <p>
        There are a number of approaches and tools including UML/OWL profile [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ],
ODM [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ], Top Braid Composer [13] and OWLGrEd [
        <xref ref-type="bibr" rid="ref13 ref14">14,15</xref>
        ] implementing (some
variant/extension of) UML class diagram notation as visual notation for OWL
ontologies, however, none of these have been explicitly intended for visual
management of extended OWL+IC ontologies. Note that any of the said OWL ontology
editors can be used to graphically edit the OWA (=“proper OWL”) part of the extended
ontology, leaving the IC specification to be done by some other means.
      </p>
      <p>Our aim here is to offer extended ontology editor and framework that are able to
cope with both OWA-axioms and IC within a single notational space (single ontology
or UML-style class diagram). The OWA vs. IC ontology separation then is left to an
ontology post-processing step to be performed by some “ontology splitter” that can be
defined as a procedure receiving as an input any OWL ontology (as a syntactic unit)
and producing as the output its “partitioning” into OWA and IC parts.</p>
      <p>For many practical use cases it might be sufficient for such ontology splitting
procedure to rely just on the structure of input ontology axioms. An example splitter
could, e.g. send all cardinality restrictions into the IC-part of the ontology, while all
subClassOf(A,B) axioms with named A and B could go into the OWA-part. Another
“splitter” could send all ontology into its OWA part, leaving the IC-part empty.</p>
      <p>
        We note that even the basic functionality of any OWL editor (including all said
UML/OWL editors and e.g. Protégé [
        <xref ref-type="bibr" rid="ref15">16</xref>
        ]), in combination with such ontology splitter
would be sufficient for extended OWA+IC ontology authoring in these use cases.
      </p>
      <p>The full generality of ontology splitters is easily obtained by allowing them to
resort not only to axiom structure, but also to ontology entity and axiom annotations.
For instance, a splitter may send to the OWA-part only those subPropertyOf(:p,:q)
axioms, where :q is annotated by AnnotationAssertion(a:isInferred :q “true”) for a
suitable annotation property a:isInferred.</p>
      <p>The use of such “general” ontology splitter requires, however, availability of
suitable entity and axiom annotation notation within the editor, that is a non-trivial
task for UML-style OWL ontology editors. Although there are generic means for
entity annotation in OWLGrEd, we offer and describe here its extended version
OWLGrEd/S supporting a custom notation for entity and axiom annotations that is
suitable for extended OWA+IC ontology specification.</p>
      <p>From the methodological viewpoint we note that the ontology splitter to be applied
to the resulting OWA+IC ontology should be viewed as belonging to the semantics of
the editor used in the ontology authoring. There could be a number of concrete well
established ontology splitters suitable for different application areas and modeling
tasks based on OWA+IC ontologies that could be applied in appropriate situations.
We briefly sketch here some principles of ontology splitter construction for semantic
database schema definition and offer one possible candidate splitter definition.</p>
      <p>
        In the following sections we briefly review the UML-style OWL ontology editor
OWLGrEd, comment on the integrity constraints and schema semantics of extended
ontologies and then move to ontology splitter and OWLGrEd/S notation description.
OWLGrEd (http://owlgred.lumii.lv/) provides a complete graphical notation for OWL
2, based on UML class diagrams. We visualize OWL classes as UML classes, data
properties as class attributes, object properties as association roles, individuals as
objects, cardinality restrictions on property domain class as UML cardinalities, etc. We
enrich the UML class diagrams with the new extension notations, e.g. (cf. [
        <xref ref-type="bibr" rid="ref13 ref14">14,15</xref>
        ]):
• fields in classes for equivalent class, superclass and disjoint class
expressions written in Manchester OWL syntax [
        <xref ref-type="bibr" rid="ref16">17</xref>
        ];
      </p>
      <p>• fields in associations and attributes for equivalent, disjoint and super
properties and fields for property characteristics, e.g., functional, transitive, etc.;
• anonymous classes containing equivalent class expression but no name (we
show graphically only those anonymous classes that need to have graphic
representation in order to be able to describe other ontology concepts in the diagram);
• connectors (as lines) for visualizing binary disjoint, equivalent, etc. axioms;
• boxes with connectors for n-ary disjoint, equivalent, etc. axioms;
• connectors (lines) for visualizing object property restrictions some, only,
exactly, as well as cardinality restrictions.</p>
      <p>
        Figure 1 contains example mini-University ontology, shown in OWLGrEd notation
[
        <xref ref-type="bibr" rid="ref13 ref14">14,15</xref>
        ]. We note also that the OWLGrEd editor offers ontology interoperability
(import/export) functionality with Protégé 4.1. ontology editor [
        <xref ref-type="bibr" rid="ref15">16</xref>
        ].
      </p>
      <p>isTaughtBy</p>
      <p>teaches {&lt;relates} {&lt;&gt;takes}
{disjoint}</p>
      <p>AcademicProgram
programName:string{&lt;name} belongsTo 1
enrolled {&gt;takes o
belongsTo}</p>
      <p>includes
relates Course</p>
      <p>courseName:string
isTakenBy takes {&lt;relates} 1..10 {&lt;name}
passed {&lt;takes}</p>
      <p>MandatoryCourse
&lt;isTaught by only (Professor or
teaches some [1..*] (PermanentTeachingStaff and
salary some integer [&gt; 8000]))</p>
      <p>Thing{owl}
name:string{func}
Regarding mini-University ontology of Figure 1 as a database schema would lead to
certain un-intended consequences due to OWL standard “open-world” semantics, e.g.:
- if an assistant X has registered, by an error, as taking (takes) a course, the
system infers that X is a student since only students are allowed to take a course;
- existence of a student with no taken courses specified does not rise an error;
- if a course belongs to two academic programs (with no names specified yet),
these would be inferred to be the same academic program;
- if a student X takes a course Y belonging to (belongsTo) academic program W
that is other than V, where X is enrolled, X is inferred to be enrolled also in W;
- if a professor has a recorded salary of 9500, the system would infer that there
is also another salary for the professor that is &gt; 10000.</p>
      <p>
        The integrity constraints (IC) [
        <xref ref-type="bibr" rid="ref5 ref6 ref7">5,6,7</xref>
        ] are nowadays commonly invoked to handle
these situations and the StarDog database environment [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] supports the approach of
[
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. Following [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ], we let an extended ontology be a pair &lt;K,C&gt;, where K is an
ontology (interpreted according to OWA) and C is IC specification (interpreted
according to CWA over K), both expressed in OWL syntax. In [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] a constraint α∈C is
said to be satisfied by K, written K|=ICα, if and only if all minimal equality (ME)
models [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] 2 of K satisfy α (one can informally say that α has to be satisfied on all
“intersections” of non-contradictory ME-models) and the extended ontology &lt;K,C&gt;
to be valid if and only if K|=ICα for all α∈C. We extend this definition to call &lt;K,C&gt;
consistent if and only if K is consistent (i.e. it has a model) and &lt;K,C&gt; is valid.
      </p>
      <p>Our interest here is to offer graphical editors for database schemas, defined as
extended ontologies. Regarding &lt;K,C&gt; as a database schema means that there is
some data expected to be “filled in” to it, and that the actual consistency checking and
constraint validation tasks are to be performed in a &lt;K+DK,C+DC&gt; situation for a
data ontology DK (typically consisting of A-Box axioms) and some (possibly empty)
data-level constraint set DC. We say that the extended data ontology &lt;DK,DC&gt;
conforms to the schema ontology &lt;K,C&gt; whenever the combined extended ontology
&lt;K+DK,C+DC&gt; is consistent. The schema-semantics of the extended ontology
&lt;K,C&gt; can then be defined as the set of all &lt;DK,DC&gt; conforming to &lt;K,C&gt;.</p>
      <p>Note that within the “schema-semantics” of &lt;K,C&gt; the “satisfaction by all
MEmodels” (= by ME-model “intersections”) for the constraint validity is considered for
any K+DK, where DK is arbitrary “data ontology”, thus covering a large part of K
models satisfying C as the representative ME-model “intersections” for suitable DK.</p>
    </sec>
    <sec id="sec-2">
      <title>4 Ontology Splitters</title>
      <p>An ontology splitter is a function that, given ontology (a set of OWL 2.0 axioms) X,
produces two sets of axioms O(X) and C(X), whose union has the same logical
meaning, as X (i.e. O(X)+C(X) with both O(X) and C(X) viewed in OWA-sense is
valid on a model M if and only if X is valid). In the context of separating IC-part out
of the ontology, the application of such an ontology splitter would allow producing an
extended ontology &lt;O(X),C(X)&gt; with O(X) interpreted in OWA-sense and C(X)
interpreted in CWA-sense from the ontology X. A simple ontology splitter would just
partition the ontology axiom set into two subsets, however, there may be cases when
an axiom re-factoring is needed (e.g. an EquivalentClasses-axiom may be split into
two SubClassOf-axioms). We note that for different application areas and different
system modeling paradigms there might be different ontology splitters applied (e.g.
there can be a “trivial” ontology splitter having O(X)=X and C(X)=∅, or there can be
a splitter doing some ontology axiom differentiation).
2 In essence, a ME-model has no unnecessary equalities between named individuals.</p>
      <p>An ontology splitter can be defined in terms of rules that determine for each source
ontology X axiom A the action to be taken: (i) move A into C(X), (ii) move A into
O(X), or (iii) re-factor A into parts to be further processed by the ontology splitter (i.e.
moved into C(X), O(X) or re-factored further).</p>
      <p>
        The action taken by the splitter on axiom A can be determined on the basis of:
- axiom A structure (e.g. by pattern matching over some A syntactical
presentation, we use here OWL Functional Syntax [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] (OFS)),
- annotation assertions (or other axioms) in X on entities involved in A,
- axiom A annotations (with pre-defined annotation properties and values).
      </p>
      <p>
        We summarize the possible re-factoring actions for translating an axiom into the
set of its parts in Figure 2 using an intuitive pattern matching notation over OFS,
where the variable placeholder, such as X?, stands for arbitrary OFS term and X1? ..
Xn? notation is used to denote a list of OFS terms. These rules do not change the
OWA-semantics of the ontology, as required by the ontology splitter definition.
a. EquivalentClasses(X? Y?) -&gt; {SubClassOf(X? Y?), SubClassOf(Y? X?)}
b. EquivalentClasses(X1? .. Xn?) -&gt; {EquivalentClasses(Xi? Xj?) | 1≤i&lt;j≤n}
c. DisjointClasses(X1? .. Xn?) -&gt; {DisjointClasses(Xi? Xj?) | 1≤i&lt;j≤n}
d. SameIndividual(X1? .. Xn?) -&gt; {SameIndividual(Xi? Xj?) | 1≤i&lt;j≤n}
e. DifferentIndividuals(X1? .. Xn?) -&gt; {DifferentIndividuals(Xi? Xj?) | 1≤i&lt;j≤n}
f. SubClassOf(X? ObjectIntersectionOf(Y1? .. Yn?)) -&gt;{ SubClassOf(X? Yi?) | 1≤i≤n}
g. SubClassOf(X? ObjectExactCardinality(Y? Z? W?))-&gt;{ SubClassOf(X? ObjectMinCardinality(Y? Z? W?)),
SubClassOf(X? ObjectMaxCardinality(Y? Z? W?))}
h. SubClassOf(X? DataExactCardinality(Y? Z? W?)) -&gt; { SubClassOf(X? DataMinCardinality(Y? Z? W?)),
SubClassOf(X? DataMaxCardinality(Y? Z? W?))}
i. DisjointUnion(X? Y1?..Yn?)-&gt;{DisjointClasses(Y1?..Yn?),EquivalentClasses(ObjectUnionOf(Y1? .. Yn?) X?)}
j. EquivalentObjectProperties(X1? .. Xn?) -&gt; {EquivalentObjectProperties(Xi? Xj?) | 1≤i&lt;j≤n}
k. EquivalentObjectProperties(X? Y?) -&gt; {SubObjectPropertyOf(X? Y?), SubObjectPropertyOf(Y? X?)}
l. EquivalentDataProperties(X1? .. Xn?) -&gt; {EquivalentDataProperties(Xi? Xj?) | 1≤i&lt;j≤n}
m.EquivalentDataProperties(X? Y?) -&gt; {SubDataPropertyOf(X? Y?), SubDataPropertyOf(Y? X?)}
n. ClassAssertion(ObjectIntersectionOf(X1?..Xn?) Y?)-&gt;{ClassAssertion(ObjectIntersectionOf(Xi? Y?)|1≤i≤n}
o. f(ObjectComplementOf(ObjectComplementOf(Y?))) -&gt; {f(Y?))} for any context f
p. f(ObjectComplementOf(ObjectUnionOf(X1? .. Xn?))) -&gt; {f(ObjectIntersectionOf(X1? .. Xn?))} for any f
The example “database-style” ontology splitter of Figure 3 restricts the reasoner from
inferring the existence of new individuals in the knowledge base or un-stated
coincidence of two differently named individuals. We follow here also principle of
minimal model determinism (existence of a single “smallest” ME-model in the sense
of [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]) for schema+data ontologies (for this reason the disjunctive SubClassOf (in
superclass position) and ClassAssertion axioms are excluded from the OWA part of
the ontology). The example ontology splitter is well suited for use together with
Stardog OWL/RDF data store with OWL2 RL or OWL 2 DL [
        <xref ref-type="bibr" rid="ref17">18</xref>
        ] reasoning enabled.
      </p>
      <p>We note that the axiom-level annotations have not been necessary in the example
ontology splitter and that there are only two rules resorting to entity-level annotations;
simpler ontology splitters marking all sub-property assertions either as OWA or IC
might also be perfectly sensible for database-style use of extended ontologies (the use
of sub-property assertions in different senses is up to the used database modeling
discipline; a similar situation is also with property domain/range assertions used either
for open-world classification, or for closed-world constraint checking).</p>
      <p>Thing{owl}
name/i/:(c) string{(c) func}
i
{(i) disjoint}
Section 4 provides a conceptual base for integrated extended OWA+IC ontology
management within single ontology space or UML-style class diagram.</p>
      <p>
        The OWLGrEd editor [
        <xref ref-type="bibr" rid="ref13 ref14">14,15</xref>
        ] provides a “standard” notation for entity-level
annotation (such as comments to the Person class in Figure 1 and Figure 4). A
convenient custom graphical notation for isInferred-annotations (and any other that
may be needed for ontology splitters) can be introduced into OWLGrEd along the
lines of [
        <xref ref-type="bibr" rid="ref18 ref19">19, 20</xref>
        ]: we may denote the existence of owlgred_s:isInferred annotation for
a data or object property by an /i/-suffix added to the property name, as for object
property relates and data property name in Figure 4.
      </p>
      <p>Figure 4 illustrates also a further OWLGrEd notation and editor extension, called
OWLGrEd/S (http://owlgred.lumii.lv/s), with specific axiom-level notation for
marking concrete axioms as belonging to the OWA or IC part of the extended
ontology. The notation allows attaching the mark ‘(i)’ (standing for “inference”,
meaning axiom inclusion in OWA-part of the ontology) or ‘(c)’ (standing for
“constraint”, meaning axiom inclusion in the IC part) to the visual representations of
ontology axioms. We offer explicit means for both marking an axiom to be OWA, or
IC, since this axiom-level mark-up can be used in conjunction with other rules in
ontology splitter that may be setting different “default” actions for the axiom not
having an explicit “semantics markup” attached to it. The explicit (i)/(c) marking is
not possible, however, on axiom “part” levels, as it may become possible in ontology
splitter via axiom re-factoring. We note also that in the case, if an axiom is reflected
in several parts of the diagram, the (i)/(c) marking of any single place of the axiom
representation suffices to have the entire axiom marked as OWA/IC, respectively.</p>
      <p>
        The conceptual tool chain for working with OWLGrEd/S editor involves defining
or referencing an ontology splitter, then editing the ontology in the editor, possibly
assigning the individual axiom markers. Further on two ontologies, say, open.owl and
ic.owl are exported from the editor and can be used in Stardog database environment
as ontology and integrity constraints files. Currently we are working with an
alternative implementation with an independent ontology splitter, where the ontology is
created in OWLGrEd or OWLGrEd/S, exported to Protégé [
        <xref ref-type="bibr" rid="ref15">16</xref>
        ], and then split afterwards.
6
      </p>
    </sec>
    <sec id="sec-3">
      <title>Conclusions</title>
      <p>
        The introduction of high-level integrity constraints [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] for RDF/OWL databases may
well enhance the use of RDF/OWL technology in real information base development.
A suitable visual database schema management environment, like the one offered in
this paper, is a critical companion to the new database technology to ensure its
widespread use. A key observation presented in this paper is that any existing OWL editor,
including the UML-style OWL editors, can be largely used “as is” also for extended
OWL+IC knowledge base schema editing by introducing an ontology post-processing
step for splitting the ontology into its OWA and IC parts. This adds a new way of
OWL+IC ontology management by existing OWL editors, if compared to the
approaches studied in [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ].
      </p>
      <p>
        We believe that the UML-style compact OWL editor OWLGrEd, whose one of the
main strengths is use of textual OWL Manchester Syntax [
        <xref ref-type="bibr" rid="ref16">17</xref>
        ] notation in
combination with its UML-style graphics, and its customization OWLGrEd/S for more
convenient management of specific entity-level and axiom-level annotations may be well
suited for visual UML-style schema editing of extended OWL+IC knowledge bases.
      </p>
      <p>The introduced ontology splitter notion provides also a base for further discussions
on natural semantics variants for joint OWA+IC assertion specification within a
single ontology schema. It allows also the “power users” of ontology editors to define
ontology splitters fitting their specification purposes.</p>
      <p>
        The creation of the OWLGrEd/S editor has been possible do to an
openarchitecture, model-based and highly customizable OWLGrEd implementation based
on TDA platform [
        <xref ref-type="bibr" rid="ref20">21</xref>
        ] and the tool definition meta-model [
        <xref ref-type="bibr" rid="ref21">22</xref>
        ]. The same architecture
allows also expert users of OWLGrEd/S to tailor the appearance and to some extent
the functionality of the editor to the user’s specific needs. As a possible future work
we consider including the support in OWLGrEd and OWLGrEd/S tools for custom
integrity constraints specified in some extended OWL notation, or SPARQL [
        <xref ref-type="bibr" rid="ref22">23</xref>
        ].
      </p>
    </sec>
  </body>
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