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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>An Ontology-Based Methodology for Integrating i* Variants</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Karen Najera</string-name>
          <email>karen.najera@infotec.com.mx</email>
          <xref ref-type="aff" rid="aff1">1</xref>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Alicia Martinez</string-name>
          <email>amartinez@cenidet.edu.mx</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Anna Perini</string-name>
          <email>perini@fbk.eu</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Hugo Estrada</string-name>
          <email>hugo.estrada@infotec.com.mx</email>
          <xref ref-type="aff" rid="aff1">1</xref>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Bruno Kessler Foundation - IRST, Center for Information Technology</institution>
          ,
          <addr-line>Trento</addr-line>
          ,
          <country country="IT">Italy</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Fund of Information and Documentation for the Industry</institution>
          ,
          <addr-line>Mexico D.F</addr-line>
          ,
          <country country="MX">Mexico</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>National Center of Research and Technological Development</institution>
          ,
          <addr-line>Cuernavaca</addr-line>
          ,
          <country country="MX">Mexico</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2013</year>
      </pub-date>
      <volume>978</volume>
      <abstract>
        <p>Many variants of the i* Framework have been developed since its definition. For instance, i* -based modeling languages have been proposed for agent-oriented and service-oriented software development, for modeling risk, security requirements, and so on. The integration of models expressed in i* variants poses interoperability problems. This issue has been faced at different levels, e.g. through unified metamodels, or with an interchange format to depict i* models. In our research work, we propose a practical approach to tackle the interoperability problems, exploiting ontology-based techniques. In a previous work, we presented an ontological representation of the i* metamodel and a tool to automatically transform an i* model to an instance of this ontology. In this position paper, we describe a methodology to integrate i* variants through the ontological representation of the i* metamodel, and a mechanism to support the understanding of models expressed in those variants. As example of application, we present the integration of i*, Tropos and Service-oriented i* by using ontologies and a tool to automatically transform models expressed with those variants in terms of that ontology.</p>
      </abstract>
      <kwd-group>
        <kwd>i*</kwd>
        <kwd>organizational modeling</kwd>
        <kwd>ontologies</kwd>
        <kwd>model-driven engineering</kwd>
        <kwd>model transformations</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        The i* Framework [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] is a widely used organizational modeling technique. Since
its definition, many research projects have used it in different application
domains, hence many i* variants have been proposed. For instance, Tropos [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]
for agent-oriented development, Service-oriented i* [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], and many others.
Commonly, differences among variants consist of the addition of constructs or changes
in the semantics of the existing ones in the original framework, as remarked
also in [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], which refers to a study of 63 papers on i* related methodologies,
which were published between 2006-2010. Regardless of the degree of difference
in variants, the integration and understanding of models expressed in i* variants
poses interoperability problems. This issue has been faced at different levels, e.g.
through unified metamodels ([
        <xref ref-type="bibr" rid="ref1 ref6">1, 6</xref>
        ]), and with an interchange format to depict i*
models [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. In this research work [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ], we aim to show that the use of ontologies
can provide a practical approach towards tackling the i* variants
interoperability problem. As a preliminary stage, we have proposed the use of ontologies to
integrate i* variants, propitiating the understanding of the variants and their
models by means of a common language established by the ontologies. We used
the Web Ontology Language “OWL” to describe ontologies, since it is a
standard of the Semantic Web which facilitates greater machine interpretability than
XML or RDF, and provides a formal semantics. With our proposal, we bring
the advantages of ontologies to the organizational modeling domain, such as
querying, reasoning and organizational data specified in a Semantic Web
format. Our initial results have been presented in [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], namely: a) The development
of an ontology-based metamodel for i* called OntoiStar and b) a tool-supported
process to generate ontologies from models expressed in i*. In this paper, we
present: a) a methodology to integrate i* variants by using ontologies on the
basis of OntoiStar, b) an example of application integrating the variants i*, Tropos
and Service-oriented i*, and c) the extension of our tool-supported process to
support the understanding of models expressed with the integrated i* variants.
2
      </p>
    </sec>
    <sec id="sec-2">
      <title>Objectives</title>
      <p>
        The main objective of our research work [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] is The integration of i* variants
through the use of an ontology and the automatic representation of models
expressed with those variants in terms of the ontology with i* variants integrated.
Thereby supporting the understanding of variants and their models. For the
fulfillment of this objective four specific objectives have been identified:
1. The development of an ontology called OntoiStar for representing the core
constructs of the i* variants.
2. The development of a methodology for integrating the constructs of several
i* variants through the use of ontologies the basis of the ontology OntoiStar.
3. The application of the methodology to different i* variants, generating an
ontology with i* variants integrated.
4. The automatic transformation of a model represented with one of the
integrated i* variants into an ontology derived from the concepts of the ontology
with the i* variants integrated.
      </p>
      <p>
        The first specific objective has been addressed in [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. In this paper we focus on
the last three specific objectives.
3
      </p>
    </sec>
    <sec id="sec-3">
      <title>Scientific contributions</title>
      <p>Our scientific contributions are related to the accomplishment of the specific
objectives 2, 3 and 4 of our research work. Therefore, in this section we present our
proposed methodology, which describes how to use ontologies to achieve the
integration of i* variants. Moreover, we present the application of the methodology
to i*, Tropos and Service-oriented i*.</p>
      <sec id="sec-3-1">
        <title>3.1 Integration methodology</title>
        <p>
          Our proposed integration methodology provides the guidelines to integrate
constructs of several i* variants into an ontology which extends OntoiStar [
          <xref ref-type="bibr" rid="ref7 ref8">7, 8</xref>
          ].
The ontology with i* variant integrated has been named OntoiStar+ in a
general way, to indicate this ontology considers the constructs of two or more i*
variants, no matter which or how many they are. The integration methodology
to obtain OntoiStar+ is based on Model-Driven Engineering (MDE), since it is
generated on the basis of OntoiStar which was developed through MDE at the
level of metamodels. The methodology consists of two phases: 1) the development
of an ontology for each i* variant desired to integrate and 2) the integration of
the ontologies of the i* variants generating the ontology OntoiStar+.
        </p>
      </sec>
      <sec id="sec-3-2">
        <title>Phase 1) Development of an ontology for a specific i* variant</title>
        <p>In this phase the ontology for a specific i* variant is generated. The resultant
ontology is based on OntoiStar. Therefore, additional constructs of a specific i*
variant are added into OntoiStar. This phase may be performed several times
when more i* variants need to be integrated. It consist of four steps:
I. Identify. The first step corresponds with the identification of the additional
constructs of the i* variant which are not part of the ontology OntoiStar.
II. Categorize. The second step corresponds to the categorization of the
additional constructs identified in the first step. Four categories allied with the
elements of metamodels have been defined. A construct is categorized as:
Concept, when it corresponds to a representation of something in the real world.
Relationship, when it corresponds to a relationship of two or more concepts.
Attribute, when it is used to define a property or characteristic of a concept. It
may also refer to or set the specific value for a given instance of such.
Attribute value, when it corresponds to those values that belong to an additional
construct which has been categorized as attribute.</p>
        <p>III. Transform. The third step corresponds to the transformation of the
additional constructs into ontological constructs, i.e. classes, properties and axioms
in OWL. Two sets of transformation rules have been proposed according with
the i* variant specification. One for those constructs identified from a
metamodel described in the UML language, and other for constructs identified from
a textual description (Table 1).</p>
        <p>
          IV. Classify. In [
          <xref ref-type="bibr" rid="ref7 ref8">7, 8</xref>
          ] we presented the OntoiStar taxonomy which was defined
according with the core i* concepts specified in [
          <xref ref-type="bibr" rid="ref2">2</xref>
          ]. This step corresponds with
the classification, within OntoiStar taxonomy, of the new OWL classes resulting
from the third step. Therefore, a new OWL class is subclass of the class:
Actor, if the OWL class describes a new type of actor.
        </p>
        <p>Actor Relationship, if the OWL class describes a new type of actor relationship.
Dependency, if the OWL class describes a new dependency relationship. The
dependency basic structure has been already defined in OntoiStar.
Boundary, if the OWL class describes a new type of boundary.</p>
        <p>Intentional Element, if the OWL class describes a new type of intentional
element.</p>
        <p>Intentional Element Relationship, if the OWL class describes a new type of
intentional element relationship.</p>
      </sec>
      <sec id="sec-3-3">
        <title>Phase 2) Integration of the ontologies of the i* variants</title>
        <p>In this phase, the ontologies of the i* variants (generated in phase 1) are
integrated by means of an iterative merging process, obtaining as a result, the
ontology OntoiStar+. The merging process consist of applying a merging
function to the i* variant ontologies, two at a time, till obtain the ontology with
all the desired i* variants. It is applied first to two i* variant ontologies, then,
the resultant ontology is merged with another i* variant ontology, and so on.
See for instance Fig. 1. The merging function consist of bringing together all the
constructs of two ontologies, taking into account that duplicated constructs are
only considered one time in the final merged ontology. The merging function has
been implemented in the tool described in 3.3. With this approach a user can
select the ontologies to merge according to the i* variants the user works with.</p>
      </sec>
      <sec id="sec-3-4">
        <title>3.2 Application of the integration methodology</title>
        <p>We have applied the integration methodology to i*, Tropos and Service-oriented
i*. The integration results are presented in Table 2 (attributes were omitted
due to space). The first two columns describe constructs already included into
OntoiStar. The next three columns contain the additional constructs of each
variant (N.A. indicates there is no additional constructs). First, we performed
Phase 1, therefore, additional constructs of each variant were identified,
categorized, transformed and classified in order to obtain the ontology for each variant.
For instance, in Service-oriented i*, the construct “Service” was identified, then,
it was categorized as concept and transformed as an OWL class. Finally, it was
classified as an Intentional Element, therefore, placed as a sub class of the
Intentional Element class in the OntoiStar taxonomy. Then, Phase 2 was carried
out by merging the ontology for i*, the ontology for Tropos and the ontology
for Service-oriented i*, obtaining as a result the ontology OntoiStar+ with the
three variants integrated. The integration process is represented in Fig. 1. The
rIenletaleetnimotnieonsnhtai pl CDMoenecttaorinimobsnupE,tonisodin-,
last column of Table 2 contains the constructs included in the resultant ontology
OntoiStar+.</p>
      </sec>
      <sec id="sec-3-5">
        <title>3.3 Automatic transformation from i* based models to ontologies</title>
        <p>
          In this section, we present TAGOOn (Tool for the Automatic Generation of
Organizational Ontologies), an extension of the one in [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ]. TAGOOn provides
the basis to support the automatic transformation from models expressed with
different i* variants in ontologies. The current version supports models expressed
with i*, Tropos and Service-oriented i*. The transformation process starts with
the representation of models using iStarML [
          <xref ref-type="bibr" rid="ref2">2</xref>
          ]. Some additional constructs of
the supported variants are not defined in its grammar. Therefore, we have used
the open options of the iStarML specification to represent them. For instance,
using the attribute ‘type’, concepts as plan, service and process could be defined
in the tag &lt; ielement &gt;; and relationships as service relationship and service
dependency could be defined using in the tag &lt; ielementLink &gt;.
In order to perform the automatic transformation, TAGOOn parses the iStarML
file and, according to pre-defined mapping rules, it instantiates the corresponding
classes and properties in the ontology OntoiStar+. The output of the tool
corresponds to the ontology OntoiStar+ with instances that represent the knowledge
depicted in the organizational model. It shapes an organizational knowledge base
in which is possible to apply services offered by ontologies such as querying and
reasoning. Furthermore, it can be edited with an ontology editor, or it can be
the input of development or reasoning platforms supported by ontologies.
        </p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>4 Conclusion and Future Work</title>
      <p>
        In this paper, we presented a further step in the achievement of interoperability
of i* variants, which extends a previous work were an ontological representation
of the i* metamodel was proposed [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. Specifically, we presented a methodology
to integrate several i* variants into an ontology and our supporting tool
TAGOOn. With our proposal, we bring advantages of ontologies such as querying
and reasoning, to the organizational modeling domain. Moreover, as the
organizational knowledge is represented in OWL, it could be available to be exploited
and consumed in the Semantic Web by paradigms such as Linked Data.
      </p>
      <p>The main steps we intend to address in our future work can be summarized
as follow: a) To take into account the semantic of the i* variants during the
creation of ontologies; b) To propose inference rules that enable the redefinition
and adjustment of i* based models according with the semantic and differences
of i* variants; c) To extend TAGOOn to carry out the automatic transformation
of i* based models from one i* variant to other i* variant.</p>
    </sec>
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