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    Introduction to

    OntologicalEngineering

    Giancarlo Guizzardi

    [email protected]

    Workshop W3C/SLTIBraslia, BrazilJuly, 13th 2011

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    http://nemo.inf.ufes.br/

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    http://www.inf.ufrgs.br/ontobras-most2011/

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    http://iaoa.org/

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    http://www.inf.ufes.br/~gguizzardi/ontocom-2011/

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    AN ENGINEERING VIEW ONONTOLOGICAL ENGINEERING

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    Scenario 1: Information Exchange

    Suppose a consortium of enterprises that needs to exchange

    information in the context of a coordinated action?

    How to guarantee the preservation of the original meaning of

    the information across partners?

    How to guarantee this inside an organization?

    E.g.: Petroleum Industry (IIP - Integrated Information Platform)

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    Scenario 2: Component Integration in

    heterogeneous scenarios

    Suppose and Organization that needs to configure a newproduct/platform/service from already existing and tested

    components (applications, products, services)

    E.g.m: Service Integration, Integrated Development

    Environments

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    Scenario 3: Information Integration

    Suppose an Organization that needs to have an integrated

    view of the information which is produced in its

    organizational units in a concurrent and distributed manner

    E.g.,: Intelligent Decision Making; Business Intelligence;

    Knowledge and Integration Management; E-Government

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    The Dodd-Frank Wall Street Reform and Consumer Protection Act

    (``Dodd-Frank Act') was enacted on July 21, 2010. The Dodd-FrankAct, among other things, mandates that the Commodity Futures

    Trading Commission (``CFTC'') and the Securities and Exchange

    Commission (``SEC'') conduct a study on ``the feasibility of requiring

    the derivatives industry to adopt standardized computer-readable

    algorithmic descriptions which may be used to describe complex

    and standardized financial derivatives.'' These algorithmic

    descriptions should be designed to ``facilitate computerized

    analysis of individual derivative contracts and to calculate net

    exposures to complex derivatives.'' The study also must consider

    the extent to which the algorithmic description, ``together with

    standardized and extensible legal definitions, may serve as thebinding legal definition of derivative contracts.'

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    7. Do you rely on a discrete set of computer-readable descriptions

    (``ontologies'') to define and describe derivatives transactions and

    positions? If yes, what computer language do you use?

    8. If you use one or more ontologies to define derivatives

    transactions and positions, are they proprietary or open to the

    public? Are they used by your counterparties and others in the

    derivatives industry?

    9. How do you maintain and extend the ontologies that you use to

    define derivatives data to cover new financial derivative products?

    How frequently are new terms, concepts and definitions added?

    10. What is the scope and variety of derivatives and their

    positions covered by the ontologies that you use? What do they

    describe well, and what are their limitations?

    .

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    What is common to all

    these cases?

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    M

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    The canadian horse is a herbivore

    that eat mapple leaves

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    plant

    herbivore tree

    horse

    eats

    is-a

    is-a

    canadian horse

    is-a

    leave

    is-part-of

    mappleis-a

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    ObjectType

    Sortal Type

    RoleKind

    Mixin Type

    Rigid Sortal Type Anti-Rigid Sortal Type

    Phase RoleMixin

    Anti-Rigid MixinType

    Type

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    ObjectType

    Sortal Type

    RoleKind

    Mixin Type

    Rigid Sortal Type Anti-Rigid Sortal Type

    Phase RoleMixin

    Anti-Rigid MixinType

    Type

    ?

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    ObjectType

    Sortal Type

    RoleKind

    Mixin Type

    Rigid Sortal Type Anti-Rigid Sortal Type

    Phase RoleMixin

    Anti-Rigid MixinType

    Type

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    ObjectType

    Sortal Type

    RoleKind

    Mixin Type

    Rigid Sortal Type Anti-Rigid Sortal Type

    Phase RoleMixin

    Anti-Rigid MixinType

    Type

    R

    ?

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    ObjectType

    Sortal Type

    RoleKind

    Mixin Type

    Rigid Sortal Type Anti-Rigid Sortal Type

    Phase RoleMixin

    Anti-Rigid MixinType

    Type

    R

    R

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    What we see

    Giancarlo GuizzardiResearch

    My current main line of research is concerned with the application of foundational ontologies inthe development of philosophically and cognitively well-justified methodological tools forconceptual modeling in computer science. On this topic, I have been working for manyyears in a close collaboration with Gerd Wagner (Brandenburg University of Technology atCottbus), Nicola Guarino (Institute for Cognitive Science and Technology, Laboratory for

    Applied Ontology, Trento), and Heinrich Herre (Formal Concepts Group, University ofLeipzig) in the context of GFO/GOL (General Formalized Ontology/General OntologyLanguage) Project.

    From 2000 to 2005, I have worked with Marten van Sinderen and Luis Ferreira Pires in theASNA (Architecture and Services of Network Applications) Research Group in University ofTwente in The Netherlands. As a result of my work there, I have received a PhD (CumLaude) from the same university. The results of my PhD research have been published inthe book Ontological Foundations for Structural Conceptual Models.

    Since May, 2005, I have been holding an Associate Researcher position in the Laboratory ofApplied Ontology (LOA), which is part of the Institute of Cognitive Science and Technology(ISTC), in Trento, Italy. Since March, 2006, I have been also holding an Associate

    Professor position at the Federal University of Esprito Santo, in Vitria, Brazil.

    My other research interests include Software Engineering (in particular Domain Engineering,Semantic Application and Interoperability of Tools, Semantic Software Environments,Software Reuse), FOL and Modal Logics, Design of Domain-specific visual languages,Formal Languages and Design Methods and Architectures for Open Distributed Systems(including Enterprise modeling, Distributed Multimedia Systems and Context-Awareapplications).

    To know more about my research one should check my Publications

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    What our computer sees

    WWW2002The eleventh inteqnational woqld wide webconfeqenceSheqaton waikiki hotelHonolulu, hawaii, USA7-11 may 20021 location 5 days leaqn inteqactRegisteqed paqticipants coming fqomaustqalia, canada, chile denmaqk,fqance, geqmany, ghana, hong kong,india, iqeland, italy, japan, malta,new zealand, the netheqlands, noqway,singapoqe, switzeqland, the unitedkingdom, the united states, vietnam,zaiqeRegisteq nowOn the 7th May Honolulu will pqovide thebackdqop of the eleventh inteqnationalwoqld wide web confeqence. Thispqestigious event Speakeqs confiqmedTim beqneqs-lee

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    Pessoa Nome

    Foto

    CientistaInstituio de

    Pesquisa

    Localizao

    possui

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    trabalha emsituada em

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    escrito por

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    colabora com

    dirigido-por

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    Pessoa Nome

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    Pessoa Nome

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    Pessoa Nome

    Foto

    CientistaInstituio de

    Pesquisa

    Localizao

    possui

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    trabalha emsituada em

    tirada em

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    Pessoa Nome

    Foto

    CientistaInstituio de

    Pesquisa

    Localizao

    possui

    possui

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    trabalha emsituada em

    tirada em

    Livro

    Cientfico

    escrito por

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    colabora com

    dirigido-por

    Envie um email em meu nome para todas as

    pessoas trabalhando em uma instuio de pesquisa

    no norte da Itlia

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    Pessoa Nome

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    CientistaInstituio de

    Pesquisa

    Localizao

    possui

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    trabalha emsituada em

    tirada em

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    escrito por

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    Emailpossui

    colabora com

    dirigido-por

    Compre todos os livros escritos por cientistas que

    colaboram com o diretor do LOA

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    Wh t d

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    What we can do

    Define Classes

    Define relations between classes

    Define classes using set-theoretical operators

    Define datatypes and datatype properties

    Define (binary, directed) domain relations

    Define relations between relations

    Define formal meta-properties of relations

    Important Limitations and Unans ered

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    Important Limitations and Unanswered

    Questions

    Do all classes relate to their instances in the same manner?

    Where do the formal meta-properties of relations come from?

    In particular, how do I delimit the scope of transitivity of part-

    whole relations?

    Where relations have to be binary?

    How can we capture temporal notions?

    Reasoning Rules

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    Reasoning Rules

    A B

    A

    ---------

    B

    A B

    A

    ---------

    B

    Classical Logics (Predicate Calculus)

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    Classical Logics (Predicate Calculus)

    FOR ALL x Scientist(x) Person (x)

    FOR ALL x ScientificBook(x) Book (x) AND (EXISTS y Scientist(y)

    AND AuthorOf(y,x))FOR ALL x,y ScientificBook(x) AND AuthorOf(y,x) Scientist(y)

    Lets assume the following facts:

    ScientificBook(Data&Reality)

    AuthorOf(Data&Reality,Bill Kent)

    Can we prove that Bill Kent is a person?

    Classical Logics (Predicate Calculus)

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    Classical Logics (Predicate Calculus)

    YES!

    FOR ALL x,y ScientificBook(x) AND AuthorOf(y,x) Scientist(y)

    ScientificBook(Data&Reality)

    AuthorOf(Data&Reality,Bill Kent)

    Scientist(BillKent)

    FOR ALL x Scientist(x) Person (x)

    Scientist(BillKent)

    Person(BillKent)

    Relevant Reference

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    Relevant Reference

    Antoniou, G. ; van Harmelen, F., "Web Ontology Language:

    OWL", Handbook on Ontologies in Information Systems",

    Springer-Verlag, 2003.

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    SEMANTIC INTEROPERABILITY: THEPROBLEM REVISITED

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    M

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    M

    representation interpretation

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    M

    representation interpretation

    semantic distance ()

    when < x then we consider the communication to be effective, i.e., we assume the

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    M

    representation interpretation

    semantic distance ()

    , ,existence of single shared conceptualization

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    ObjectType

    Sortal Type

    RoleKind

    Mixin Type

    Rigid Sortal Type Anti-Rigid Sortal Type

    Phase RoleMixin

    Anti-Rigid MixinType

    Type

    R

    R

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    Small , Small Ontology Big , Small Ontology

    Small , Big Ontology Big , BIg Ontology

    Well-Founded

    Techniches

    Matching &

    Alignment

    Techniches

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    Small , Small Ontology Big , Small Ontology

    Small , Big Ontology Big , BIg Ontology

    Well-Founded

    Techniches

    Matching &

    Alignment

    Techniches

    Some Flexibility

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    Small , Small Ontology Big , Small Ontology

    Small , Big Ontology Big , BIg Ontology

    Well-Founded

    Techniches

    Matching &

    Alignment

    Techniches

    Some Flexibility

    Intractable!

    An Alternative View

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    Well-Founded Conceptual

    Modeling Techniches

    ControlledVocabularies and

    Lexical Resources

    Relevance of the SemanticInteoperability Task

    Ontology

    Size

    Intractable!

    Easy!

    Data Formats negocitated

    in Natural Language

    By J.P.A. Almeida

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    Linking Open Data cloud diagram, by Richard Cyganiak and Anja Jentzsch. http://lod-cloud.net/

    By Maria Luiza Campos

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    Consistent

    Integrated Use

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    Situations represented by

    the valid specifications of

    language L

    Admissible state of affairs

    according to a

    conceptualization C

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    Admissible state of affairs

    according to the conceptualization underlying

    O1

    State of affairs

    represented

    by the valid models

    of Ontology O1

    Admissible state of affairs

    according to the

    conceptualization

    underlying

    O2

    State of affairs represented by the valid models

    of Ontology O2

    By Nicola Guarino

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    Admissible state of affairs

    according to the conceptualization underlying

    O1

    State of affairs

    represented

    by the valid models

    of Ontology O1

    Admissible state of affairs

    according to the

    conceptualization

    underlying

    O2

    State of affairs represented by the valid models

    of Ontology O2

    FALSE AGREEMENT!

    By Nicola Guarino

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    one of the main reasons that so many

    online market makers have foundered[is that] the transactions they had

    viewed as simple and routine actually

    involvedmany subtle distinctions in

    terminology and meaning

    (Harvard Business Review)

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    Admissible state of affairs

    according to the conceptualization underlying

    O1

    State of affairs

    represented

    by the valid models

    of Ontology O1

    Admissible state of affairs

    according to the

    conceptualization

    underlying

    O2

    State of affairs represented by the valid models

    of Ontology O2

    FOUNDATIONAL

    ONTOLOGY

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    ObjectType

    Sortal Type

    RoleKind

    Mixin Type

    Rigid Sortal Type Anti-Rigid Sortal Type

    Phase RoleMixin

    Anti-Rigid MixinType

    Type

    R

    Entity

    Universal Individual

    Object Trope

    Qualit y Rel at or

    Monadic Universal Relation

    Object UniversalQuality Universal

    Relator Universal

    Formal RelationMaterial Relation

    1..*

    1 < inheres in

    *

    Abstract

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    The alternative to ontology is

    not non-ontology but bad

    ontology!

    Relevant Reference

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    Guizzardi, G., On Ontology, ontologies, Conceptualizations,

    Modeling Languages, and (Meta)Models, Frontiers in

    Artificial Intelligence and Applications, Databases andInformation Systems IV, Olegas Vasilecas, Johan Edler,

    Albertas Caplinskas (Editors), ISBN 978-1-58603-640-8, IOS

    Press, Amsterdam, 2007.

    Guizzardi, G., Halpin, T. Ontological Foundations for

    Conceptual Modeling. Applied Ontology. , v.3, p.91 - 110,

    2008.

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    EXAMPLE OF SEMANTICINTEROPERABILITY PROBLEMS IN

    LIGHTWEIGHT ONTOLOGIES

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    Linking Open Data cloud diagram, by Richard Cyganiak and Anja Jentzsch. http://lod-cloud.net/

    Fragment of a Spatial Ontology

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    g p gy

    Constraints:

    For every two arbitrary physical objects X

    and Y, if there are two spatial locations A, B,

    such that X occupies A, Y occupies B, and A

    is equal to B, then X and Y are the same

    physical object.

    For every two arbitrary physical objects X

    and Y, X is equal to Y if and only if they havethe same parts.

    This ontology could be used by

    a GPS sensor agent to provide

    a service to track the locationof physical objects in a

    context-aware platform

    p:includes

    Physical

    Object

    p:occupiesp:isInside

    Spatial

    Location

    Fragment of a Hospital Ontology

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    g p gy

    This ontology could be used for

    defining applications for

    checking location of patients,locate organs for transplants,

    and so forth. i:PhysicalObject

    Biological

    Object

    Inanimate

    Object

    HumanOrgan

    Human

    Heart

    HumanBeing

    Male Female

    i:Spatial

    Location

    Surgery

    Room

    Fragment of a Legal Ontology

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    g g gy

    This ontology could be

    used by legal

    applications to refer tothe medical histories of

    people; to have access

    to their personal data

    (e.g., blood type, skincolour, fingerprints,

    height, weight); to

    differentiate people by

    sex; or to maintain arecord of living and

    deceased people in a

    community.

    p:parentOf

    Person

    Living

    Person

    Deceased

    Person

    Parent

    Father Mother

    Offspring

    i:Human

    Being

    i:Male i:Female

    Fragment of a Museum Ontology

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    g gy

    This ontology could be

    used to define spatial

    locations of entities likegalleries within a

    museum, or inanimate

    objects like statues.

    These importedontologies allow for

    applications to locate

    objects within the

    museum (e.g., statues,paintings

    Statue

    i:Spatial

    Location

    Museum Gallery

    i:Inanimate

    Object

    Fragment of a Music Ontology

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    g gy

    This ontology could be used to by an Event Advisorto

    notifies users about upcoming events that match their

    personal interests.

    PerformerArtist

    Band i:Person

    Possible Interoperability Problems

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    1. An application using the Hospital Ontology can derive the

    following wrong information:

    if a human being receives a heart transplant, he/she becomes adifferent human being.

    Similarly, consider a tourist route planner application that plans a

    route including tourist points of interest or events never seen by

    the user of the application. Due to an accident, a human statueknown by the user has lost a hand. The application will consider

    this statue different from the one the user visited; therefore it

    will be included in the route plan by error. This example uses a

    physical object (statue) for the purpose of illustration of theproblem, but an analogous situation can be imagined with events

    such as a play or a concert

    Possible Interoperability Problems

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    2. Suppose an application for the obituary section of a music

    newspaper, which sends information about artists who die. It

    uses the Musical ontology, which imports the Legal ontology (toreuse the concept of person).

    The application will malfunction and it will send information about

    every person who dies, since [according to the Music Ontology]

    every person is a performer artist. The intention in the ontology is

    to represent that either persons or bands are performer artists.

    However, as a side effect, the ontology also states that every

    person is a performer artist

    Possible Interoperability Problems

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    3. Since the Music ontology imports the Legal ontology, which

    imports the Medical ontology, the heart (and all other parts) of

    a person can be inferred to be part of a band, due to transitivityof the partOf relation, which can cause undesirable inferences

    to be derived

    Music Ontology vs. MusicBrainz and FOAF

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    Artist

    Person Group

    partOf

    Album

    p:creatorOf

    Track

    p:creatorOf

    p:track

    Agent

    Person Group

    Organization

    p:knows

    p:memberOf

    Spatial Ontology vs SOUPA

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    Spatial Ontology vs. SOUPA

    SpatialThing

    longitude

    latitude

    altitude

    LocationCoordinates

    GeographicSpace

    p:spatiallySubsumesp:spatiallySubsumedBy

    p:hasLocation

    SOUPA integrates parts of several other ontologies suchas FOAF, DAML-Time, OpenCyC and OpenGIS, Rei

    Policy ontology and MoGATU BDI

    Relevant Reference

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    Guizzardi, G. The Role of Foundational Ontology for

    Conceptual Modeling and Domain Ontology

    Representation, 7th International Baltic Conference onDatabases and Information Systems, Vilnius, Lithuania,

    2006.

    What are ontologies and why we

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    need them?

    1. Reference Model of Consensus to support different types ofSemantic InteroperabilityTasks

    2. Explicit, declarative and machine processable artifact coding

    a domain model to enable efficient automated reasoning

    REFERENCE:

    GUIZZARDI, G., Theoretical Foundations and Engineering Tools forBuilding Ontologies as Reference Conceptual Models, Semantic

    Web Journal, Editors-in-Chief: Pascal Hitzler and KrzysztofJanowicz, IOS Press, Amsterdam, 2011. (Personal Response tothe Special Issue on What is missing on the Semantic Web? ).

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    1. We need to recognize that Thereis not Silver Bullet! and start seing

    ontology engineering from an

    engineering perspective

    A Software Engineering view

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    Conceptual Modeling

    Implementation1 Implementation2 Implementation3

    A Software Engineering view

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    Conceptual Modeling

    Implementation1 Implementation2 Implementation3

    DESIGN

    transported to Ontological Engineering

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    Ontology as aConceptual Model

    Ontology as

    Implementation1(SHOIN/OWL-DL,

    DLRUS

    )

    Ontology as

    Implementation2(CASL)

    Ontology as

    Implementation3(Alloy, F-Logic)

    Explore the domain

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    Explore the domain

    This should be clear from the business requirements - it might

    be food or music or gardening or...

    Concentrate on modelling real (physical and metaphysical)things not web pages - try to blank from your mind all thoughts

    of the resulting web site.

    This work should never stop - you need to do this through thelifetime of the project as you refine your understanding.

    Michael Smethurst, BBC

    http://www.bbc.co.uk/blogs/radiolab

    s/2009/01/how_we_make_websites

    .shtml

    Identify your domain objects and the relationships

    between them

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    between them

    As you chat and sketch with your domain expert you should

    build up a picture of the types of things they're concerned with.As your knowledge of the domain increases you'll build up apicture of how your objects interlink.

    Bear in mind you're trying to capture the domain ontology - thisisn't about sketching database schemas.

    The resulting domain model will inform the rest of your projectand should be one of the few artifacts your project ever creates.

    Michael Smethurst, BBC

    http://www.bbc.co.uk/blogs/radiolabs/2009/01/how_we_make_w

    ebsites.shtml

    transported to Ontological Engineering

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    Ontology as aConceptual Model

    Ontology as

    Implementation1(SHOIN/OWL-DL,

    DLRUS

    )

    Ontology as

    Implementation2(CASL)

    Ontology as

    Implementation3(Alloy, F-Logic)

    DESIGN

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    complexity

    without automated

    reasoningwith automated

    reasoning

    a catalog

    a set of

    text files

    a glossarya collection oftaxonomies

    a thesaurus a collection of

    frames

    a set of general

    logical constraints

    Example: The ECG Ontology

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    Relevant Reference

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    GONALVES, B.N.; GUIZZARDI, G.; PEREIRA FILHO, J.G., Using

    an ECG reference ontology for semantic interoperability of

    ECG data, Journal of Biomedical Informatics, Special Issueon Ontologies for Clinical and Translational Research,

    Editors: Barry Smith, Werner Ceusters and Richard H.

    Scheuermann, Elsevier, 2011.

    GONCALVES, B. N.; ZAMBORLINI, V. ; GUIZZARDI, G. AnOntological Analysis of the Electrocardiogram. ELECTRONIC

    JOURNAL OF COMMUNICATION, INFORMATION AND

    INNOVATION IN HEALTH, 2009.

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    2. We need ontologyrepresentations languages which

    are based on Truly Ontological

    Distinctions

    Semantic Networks

    ( ll ll )

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    (Collins & Quillian, 1967)

    Semantic Networks

    ( ll & ll )

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    (Collins & Quillian, 1967)

    KL-ONE (Brachman, 1979)

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    KL-ONE (Brachman, 1979)

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    Todos os TrailerTrucks so Trucks

    TrailerTrucks tem

    NumberOfWheels=18

    The Logical Level

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    x Apple(x) Red(x)

    The Epistemological Level

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    Apple

    color = red

    Red

    sort = apple

    The Epistemological Level

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    Apple

    color = red

    Red

    sort = apple

    Why ???

    The Ontological Level

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    Apple

    color = red

    Red

    sort = apple

    sortal universal characterizing

    Universal

    Formal Relations

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    JohnPaul

    w1 w2

    Weight Quality Dimension0

    heavier (Paul, John)?

    Material Relations

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    rolePatient

    kindMedical Unit

    1..*1..* treated In

    Material Relations

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    How are these cardinality constraints to be interpreted ?

    In a treatment, a patient is treated by several medicalunits, and a patient can participate in manytreatments

    In a treatment, a patient is treated by several medical

    units, but a patient can only participate in onetreatment

    In a treatment, several patients can be treated by onemedical unit, and a medical unit can participate inmany treatments

    In a treatment, a patient is treated by one medical unit,and a patient can participate in many treatments

    ...

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    The problem is even worse in n-ary associations (with n >2)

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    Explicit Representation for Material Relations

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    Patient MedicalUnit

    1..*

    1..*

    mediation

    1

    1..*

    mediation relator

    Treatment

    1..* 1..*

    material

    /TreatedIn

    Material Relations

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    As seen before from a relator and mediation relation

    we can derive several material relationsAsides from all the benefits previously mentioned,

    perhaps the most important contribution of

    explicitly considering relations is to force the

    modeler to answer the fundamental question ofwhat is truthmakerof that relation

    Material Relations

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    Yet another example:

    Modeling that a graduate student have one or moresupervisors and a supervisor can supervise one ormore students

    Material Relations

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    Yet another example:

    Modeling that a graduate student have one or moresupervisors and a supervisor can supervise one ormore students

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    Relevant Reference

    G i di G O t l i l F d ti f St t l

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    Guizzardi, G. Ontological Foundations for Structural

    Conceptual Models, Telematica Instituut Fundamental

    Research Series No. 15,ISBN 90-75176-81-3 ISSN 1388-1795,The Netherlands, 2005.

    Guarino, N.; Guizzardi, G., In the Defense of Ontological

    Foundations for Conceptual Modeling,Scandinavian Journal

    of Information Systems, Vol.18, No. 1, ISSN 0905-0167,2006.

    Guizzardi, G., Wagner, G. Using the Unified Foundational

    Ontology (UFO) as a Foundation for General Conceptual

    Modeling Languages ,In: Theory and Application of

    Ontologies ed.Berlim: Springer-Verlag, 2010.

    Unified Foundational Ontology (UFO)

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    Unified Foundational Ontology (UFO)

    UFO-A (STRUCTURAL ASPECTS)(Objects, their types, their parts/wholes,

    the roles they play,their intrinsic and relational properties

    Property value spaces)

    UFO-B (DYNAMIC ASPECTS)(Events and their parts,

    Relations between events,Object participation in events,

    Temporal properties of entities, Time)

    UFO-C (SOCIAL ASPECTS)(Agents, Intentional States, Goals, Actions,

    Norms, Social Commitments/Claims, Social Dependency Relations)

    Events

    Events have a compositional structure

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    Events have a compositional structure

    Events are dependent entities (participations)

    Events can bear properties

    Events are temporally connected

    Events change the world (events map situations to situations)

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    Ontological

    Grounding

    Meta-Category

    Instantiation

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    Representation

    Redundancy

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    CategoricalOverload

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    UndetectedLogical

    Inconsistency

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    Incident

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    Incident

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    MissingOntological

    Relationships

    ??

    Incident

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    Relevant Reference

    GUIZZARDI G FALBO R A GUIZZARDI R S S

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    GUIZZARDI, G., FALBO, R. A., GUIZZARDI, R. S. S.

    Grounding Software Domain Ontologies in the Unified

    Foundational Ontology (UFO): The case of the ODE SoftwareProcess Ontology (In: XI Iberoamerican Conference on

    Software Engineering (CIbSE2008), 2008, Recife.

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    3. We need Patterns- Design Patterns

    - Analysis Patterns

    - Transformation Patterns- Patterns Languages

    Recurrent Modeling Problems

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    how would one model the customer entity conceptually?

    The Customer as a supertype of Organisation and Person?The Customer as a subtype of Organisation and Person?

    The Customer as a relationship between or Organisation

    and (Organization or Person)?

    By J.P. van Belle

    Roles with Disjoint Allowed Types

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    roleCustomer

    Person Organization

    Roles with Disjoint Allowed Types

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    roleCustomer

    Person Organization

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    Participant

    Person SIG

    Forum

    1..* *

    participation

    Roles with Disjoint Admissible Types

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    roleMixin

    Customer

    Roles with Disjoint Allowed Types

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    roleMixin

    Customer

    rolePersonalCustomer

    roleCorporateCustomer

    Roles with Disjoint Allowed Types

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    roleMixin

    Customer

    role

    PersonalCustomer

    Person Organization

    role

    CorporateCustomer

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    roleMixin

    Customer

    rolePrivateCustomer

    roleCorporateCustomer

    kindPerson

    Organization

    kindSocial Being

    roleMixin

    Partic ipant

    roleIndividualParticipant

    roleCollectiveParticipant

    kindPerson

    SIG

    kindSocial Being

    Roles with Disjoint Admissible Types

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    roleMixin

    A

    role

    B

    F

    D E

    role

    C

    1..*

    1..*

    Quality, Quale, Quality Space

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    a w

    w::Weight

    c

    c::Color

    0v1

    Weight Quality Space

    Quality, Quale, Quality SpaceColor Quality Space

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    a w

    a::Apple w::Weight

    c

    c::Color

    0v1

    Weight Quality Space

    v2

    Quality Space with Multiple QualityDimensions

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    By http://commons.wikimedia.org/wiki/User:SharkD

    Quality Space with Multiple QualityDimensions

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    By http://commons.wikimedia.org/wiki/User:SharkD

    Alternative Quality SpacesColor Quality Space

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    a w

    a::Apple w::Weight

    c

    c::Color

    0v1

    Weight Quality Space

    v2

    Explicit Representation of Qualities andQuality Spaces

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    Explicit Representation of Qualities and

    Quality Spaces

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    HSBColorDomain

    RGBColorDomain

    a::Apple c::Color

    i

    equivalence

    * 1/classified by(union)4

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    mileage

    manufacturing date

    kind

    Car

    subkind

    Ferrari

    subkind

    VW Beetle

    subkind

    Ferrari Testarossa

    subkind

    Ferrari Spyder

    maximum speed

    release date

    powertype

    CarModel

    * 1

    classified by4

    /name of the author

    kind

    Book

    subkindHarryPotter-Goblets of Fire

    subkindTheAleph

    powertype

    BookTitle* 1

    classified by4

    relator

    Authorship

    1

    1

    mediation

    roleAuthor

    1..* 1..*

    mediation

    name

    kind

    Person

    serial number

    category

    Product

    {disjoint,complete}

    {disjoint,complete}

    {disjoint,complete}

    {disjoint,complete}

    kind

    Factory* 1

    historical dependence

    list price

    powertype

    ProductModel

    {disjoint,complete}

    tax rate

    powertype

    ProductCategory

    * 1

    classified by4

    Ferrari Testarossa[R$500000. 300Km/h, 1989]

    Maranello

    historical dependence

    ::

    ::

    ::

    CarModel

    [50%]

    ::

    Johns Ferrari[XXX123,10.000, 01-01-2010]

    * 1/classified by(union)4

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    mileage

    manufacturing date

    kind

    Car

    subkind

    Ferrari

    subkind

    VW Beetle

    subkind

    Ferrari Testarossa

    subkind

    Ferrari Spyder

    maximum speed

    release date

    powertype

    CarModel

    * 1

    classified by4

    /name of the author

    kind

    Book

    subkindHarryPotter-Goblets of Fire

    subkindTheAleph

    powertype

    BookTitle* 1

    classified by4

    relator

    Authorship

    1

    1

    mediation

    roleAuthor

    1..* 1..*

    mediation

    name

    kind

    Person

    serial number

    category

    Product

    {disjoint,complete}

    {disjoint,complete}

    {disjoint,complete}

    {disjoint,complete}

    kind

    Factory* 1

    historical dependence

    list price

    powertype

    ProductModel

    {disjoint,complete}

    tax rate

    powertype

    ProductCategory

    * 1

    classified by4

    My copy of the Aleph[YUZ-567,/J.L.Borges]

    The Aleph[R$45]

    Borges[J.L.Borges]

    a2

    LHC Publishers

    historical dependence

    :: ::

    ::::

    BookTltle

    [15%]

    ::

    Joo

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    NEMO

    UFES

    part of

    part of

    part of

    Joos

    Brain

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    Brain

    Joo

    UFES

    part of

    part of

    part of

    Joos

    Brain

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    Brain

    Joo

    UFES

    part of

    part of

    part of

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    Student Course

    1

    enrolled at

    1 1

    representative for

    20..*

    1

    :: Man :: Woman:: Marriage

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    John Marym

    g

    :: Husband,

    27 years old

    :: Wife,

    26 years old

    27 years old

    TimeLine

    26 years old

    :: Husband,28 years old

    :: Wife,

    27 years old

    :: Husband,

    28 years old

    :: Wife,26 years old

    27 years old28 years old

    :: ManTS :: WomanTS:: MarriageTS

    Relevant Reference

    Guizzardi, G.; Masolo, C.; Borgo, S. In the Defense of a Trope-

    d l f l d l l h

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    Based Ontology for Conceptual Modeling: An Example with

    the Foundations of Attributes, Weak Entities andDatatypes, 25th International Conference on Conceptual

    Modeling (ER2006), Arizona, USA, 2006.

    Guizzardi, G.; Wagner, G.; Guarino, N.; van Sinderen, M.

    An Ontologically Well-Founded Profile for UML ConceptualModels, (6th International Conference on Advances in

    Information Systems Engineering (CAiSE), Latvia,

    2004.Springer-Verlag , Berlin, Lecture Notes in Computer

    Science 3084, ISBN 3-540-22151-4.

    Relevant ReferenceGuizzardi, G. The Problem of Transitivity of Part-Whole Relations in

    Conceptual Modeling Revisited, 21st International Conference

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    p g ,

    on Advanced Information Systems Engineering (CAISE09),

    Amsterdam, The Netherlands, 2009.

    Zamborlini, V.; Guizzardi, G., On the representation of temporally

    changing information in OWL, IEEE 5th Joint International

    Workshop on Vocabularies, Ontologies and Rules for The

    Enterprise (VORTE) Metamodels, Ontologies and SemanticTechnologies (MOST), together with 15th International

    Enterprise Computing Conference (EDOC 2010), Vitria, Brazil,

    2010.

    Guizzardi, G.; Wagner, G. On A Unified Foundational Ontology andsome Applications of it in Business Modeling, Open INTEROP

    Workshop on Enterprise Modelling and Ontologies for

    Interoperability, 16th International Conference on Advances in

    Information Systems Engineering (CAiSE), Latvia, 2004.

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    4. We need tools to create, verify,validate and handle the

    complexity of the produced

    models

    Type

    specific*

    name:String[0..1]

    NamedElement

    Element

    /relatedElement

    1..*

    /target1..*

    /source

    1..*

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    isAbstract:Boolean = false

    Classifier

    DirectedRelationship

    Generalization

    1

    generalization

    *

    general1

    /general

    isCovering:Boolean = falseisDisjoint:Boolean = true

    GeneralizationSet **

    Relationship

    Class

    Object Class

    Anti Rigid Sortal Class

    Mixin ClassSortal Class

    {disjoint, complete}

    Rigid Sortal Class

    RolePhaseSubKindSubstance Sortal

    {disjoint, complete} {disjoint, complete}

    {disjoint, complete}

    Non Rigid Mixin Class

    {disjoint, complete}

    Rigid Mixin Class

    Category

    {disjoint, complete}

    Anti Rigid Mixin Class Semi Rigid Mixin

    RoleMixin Mixin

    QuantityisExtensional:Boolean

    CollectiveKind

    {disjoint, complete}

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    Tool Support

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    The underlying algorithm merely has to check structural properties of thediagram and not the content of involved nodes

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    role1..* mediation

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    kind

    Person

    roleOrgan Donor

    roleOrgan Donee

    relatorTransplant

    Transplant Surgeon

    1

    1..*

    mediation

    1 1..*

    mediation

    1..*

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    ATL Transformation

    Alloy Analyzer + OntoUML visual Plugin

    Simulation and Visualization

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    Relevant Reference

    Benevides, A.B.; Guizzardi, G. A Model-Based Tool for

    Conceptual Modeling and Domain Ontology Engineering in

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    Conceptual Modeling and Domain Ontology Engineering in

    OntoUML, 11th International Conference on EnterpriseInformation Systems (ICEIS), Milan, 2009. Lecture Notes in

    Business Information Processing, Springer-Verlag.

    Guizzardi, G.; Graas, A.P., Guizzardi, R.S.S., Design Patterns

    and Inductive Modeling Rules to Support the Constructionof Ontologically Well-Founded Conceptual Models in

    OntoUML,3rd International Workshop on Ontology-Driven

    Information Systems (ODISE 2011), together with the 23rd

    International Conference on Advanced Information SystemEngineering (CAiSE'11), London, UK.

    Relevant Reference

    Benevides, A.B.; Guizzardi, G.; Braga, B.F.B.; Almeida, J.P.A.,

    Validating modal aspects of OntoUML conceptual models

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    Validating modal aspects of OntoUML conceptual models

    using automatically generated visual world structures,Journal of Universal Computer Science, Special Issue on

    Evolving Theories of Conceptual Modeling, Editors: Klaus-

    Dieter Schewe and Markus Kirchberg, 2010.

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    [email protected]