1. Properties and Individuals in OWL: Reasoning About Family History Robert Stevens and Simon Jupp BioHealth Informatics Group University of Manchester FirstName.LastName@manchester.ac.uk

2. Resources Protégé 4 build 113 Ontologies: http://cs.man.ac.uk/~sjupp/family

3. Introduction Pizza tutorial teaches the basics of OWL Using automated reasoning to build a sophisticated T Box. Not much use of property hierarchies, domain and range constraints, property characteristics etc. Especially not much use of individuals This tutorial does all this along with some OWL2 features An illustrated tutorial that you can follow

4. Learning Objectives The separation in to TBox and ABox The separation of classes and individuals Asserting facts about individuals The effects of property hierarchies, property characteristics, domain/range constraints and role chains on inferences about individuals The consequences of the open world assumption The use of nominals Some limits of OWL2

5. Why Family History? Family history rich with relationships Easy to have both a class and instance level Everyone has a family, even if it is unknown Assumption of a conventional western family structure

6. Families are People PersonSex Male Female

7. What is a Person? A Person must have two parents A person necessarily has one mother and one father A person necessarily has one birth year A person necessarily has ancestors A person can have other relations All these relationships are deterministic

8. A Simple View on Sex This is a simple view on sex that will suffice PersonSex Male Female Man Woman hasSex isA

9. Definitions of Man and Woman Class: Man EquivalentTo: Person that hasSex some Male hasSex is Functional

10. Instances of Man and Woman Individual: robert_David_bright_1965 Types: Man Individual: David_bright_1934 Types: Person that hasSex some Male Class assertion on an individual Indicates to which class an individual belongs

11. TBox and ABox TBox – terminology box ABox – assertion box Historic terms TBox – classes (“schema”) ABox – individuals (“data”) Can have many, changing, ABoxes with one TBox

12. A Bit more Terminology Individual, instance, object Property, role Successor or filler of a property Qualifiers: SOME, ONLY, Cardinality Class assertion and individual assertion robert hasBrother value richard Individual PropertyQualifierSuccessor

13. Demo 1 Open Family-tree-0.owl Individuals: plain-individuals.owl

14. Asserting Parentage What do we know about each and every Person? Each and every Person has exactly two Parents Again, we take a simple, biological view, of parentage for the moment Simply by asserting that robert_David_bright_1965 is a Person we know he has two parents, one mother and one father

15. Functional Characteristic ObjectProperty: hasMother Domain: Person Range: Woman Characteristics: Functional Inverses: motherOf What do we know about the inverse? motherOf has domain Woman A Woman can be motherOf more than one Person So inverse is not necessarily functional The super-property, hasParent, is also not functional A Person has more than one parent Always think about individuals

16. Description of Person Class: Person SubClassOf: DomainEntity that hasMother some Woman and hasFather some Man

17. Domain and Range Any individual holding the motherOf property can be inferred to be of type Woman The domain constraint is a strong statement The range constraint means only individuals of that type can be successors to the property; act as fillers Both can drive inference Domain and range can be inferred for the inverse (and are swapped)

18. Inverse Functional Characteristic motherOf is not functional as one Woman can hold this property more than once The inverse hasMother is functional The inverse of motherOf is functional: It is inverse functional motherOf (invFunc) margaret richard robert motherOf (invFunc) hasMother (func)

19. Demo 2 Family-tree-1.owl

20. Reflexive Characteristic The reflexive property means an individual holding this property always holds it with itself One is always one of one’s own relations By implication the inverse of hasRelation is also reflexive Reflexive is very dangerous An implication is that all individuals have a self loop via hasRelation hasRelation Robert_David_bright_1965Margaret_bright_1941 hasRelation

21. Irreflexive Characteristic An individual holding this property never holds it with itself One is never ones own father, but can be the father of others By implication the inverse is also irreflexive brotherOf Robert_David_bright_1965Richard_bright_1941 brotherOf

22. Symmetric Characteristic The inverse of the property is the same If x is the sibling of y, then y is the sibling of x The property is its own inverse siblingOf Robert_David_bright_1965Richard_bright_1962 siblingOf

23. Asymmetric Characteristic If x holds a property r with y Then y cannot hold that property with x hasFather robert_David_bright_1965David_bright_1934 HasFather

24. Transitive Characteristic If x holds property r with y and y holds property r with z then x holds property r with z The relationship is propagated along the chain The inverse is also implied Robert_David_bright_1965David_bright_1941 hasAncestor William_george_bright hasAncestor

25. Disjoint Properties Just as we can say the individuals of two classes are disjoint, we can also say two properties are disjoint An individual holding one property cannot hold the other property An individual holding motherOf cannot hold fatherOf Domians of Woman and Man are disjoint, so disjoint propertyh redundant

26. Should I Say it Just Because it is True Not necessarily Ask what implications it drives Also ask if the characteristic is always the case Sometimes it scuppers the reasoners

27. Property Hierarchies We can say that one property is the sub-property of another property motherOf SubPropertyOf parentOf A property can be the sub-property of more than one property Can drive many inferences An individual holding motherOf also implies parentOf Don’t think about inheritance; think about implications and think of individuals

28. Inferences about Properties Run reasoner and see what we know about motherOf and hasMother Show domains and ranges inferred See property hierarchy filled in

29. What do we Know of an Instance of Man? By giving an individual the type Man we know: –He hasSex Male –He has only one mother, who is a Woman –Has only one father, who is a Man –He has a birth year Even if we don’t know their values The restrictions say what must be true of an individual of that type By asserting the individual’s type to be Man, we know these things to be true These facts are implied or entailed There are many things that could be true of this individual, but these things must be true

30. Demo 3 Family-tree-2.owl

31. Some datatype properties hasBirthYear hasDeathYear Domain of Person Range of integer Characteristic functional

32. Demo 4 Infer which family members were Victorians Born between 1837-1901

33. Inferring One’s Ancestors My parents parents are my ancestors etc.. Create a new super-property of hasParent, make it transitive Now, hasAncestor is implied by hasParent; it is entailed hasAncestor forms a path Robert_David_bright_1965David_bright_1934 hasAncestor William_george_bright hasAncestor

34. Demo 5 Family-tree-3.owl Add hasAncestor, look at property hierarchy What do we know about Robert?

35. David is Father of Robert Individual: David_bright_1934 Facts: hasFather william_george_bright_1901 hasMother iris_ellen_archer_1907, fatherOf robert_David_bright_1965, fatherOf Richard_john_bright_1962 What type does David_bright_1934 have? How many children does he have? Where in the hierarchy would be put hasForeFather?

36. Demo 6 Family-tree-4.owl Assert robert’s parents

37. What is a Grandparent? We have parentage asserted Can we infer grandparents? A grandparent is a parent of my parent. Don’t want transitivity on hasParent… Otherwise my grandfather becomes my father etc… Want local transitivity

38. SubProperty Chains ObjectPropety: hasGrandparent Domain: Person Range: Person SubPropertyChain: hasParent o hasParent The chain hasParent followed by hasParent implies hasGrandparent This forms a path As usual, think of the individuals Robert_David_bright_1965David_bright_1934 hasParent William_george_bright hasParent hasGrandParent

39. Grandfathers ObjectProperty: hasGrandfather Domain: Person Range: Man SubPropertyChain: hasParent o hasFather hasParent followed by hasFather implies hasGrandfather Robert_David_bright_1965David_bright_1934 hasParent William_george_bright hasFather hasGrandFather

40. Demo 7 Family-tree-5.owl Create grandparent property chains What do we learn about Robert?

41. Great Grandparents etc. ObjectProperty: hasGreatGrandParent SubPropertyChain: hasGrandParent o hasParent My grandparents parents are my great grandparents Robert_David_bright_1965William_george_bright_1901 hasGrandParent Henry_edmond_bright hasParent hasGreatGrandParent

42. Superproperties of grandparent Properties Are hasGrandparent and hasGreatGrandparent etc. subproperties of hasParent? Think about the implications at the level of individuals Robert hasGrandParent william George Robert hasGrandParent Iris Ellen Does the fact that robert hasGrandfather William George imply he hasGrandparent William George? Does this imply Robert hasParent William George? All great grandparents are also grandparents Is greatGrandParentOf a sub-property of grandParentOf?

43. Hierarchies of Parentage Relationships Where do these parentage relationships go? All grandparents and great-grandparents are also parents All grandfathers are fathers All great grandparents are grandparents Should these parentage relationships like hasGrandparent be in a hierarchy underneath hasParent?

44. Demo 8 Great grand parents

45. Using Individuals in Class Expressions The class of all Ancestor is easy How about AncestorOfRobertStevens? Class: AncestorOfRobert EquivalentTo: Person that ancestorOf value robert_David_bright_1965 robert_David_bright_1965 is a nominal Instead of simply saying an individual from this class, we specify the individual {robert_David_bright} is the class containing Robert David Stevens {robert, richard} is the class with richard and robert in it

46. Demo 9 Family-tree-6.owl

47. OWL uses an open world assumption Just because something hasn’t been said doesn’t mean it isn’t true hasMother is functional, so we know that property can only be held once Do we know robert’s only brother is Richard? We’ve said robert has a brother richard We simply don’t know unless we limit the number of brothers brotherOf only {richard} as a class assertion

48. The Open World and Individuals Ask for Woman that is motherOf min 3 Person What do we expect to happen? What does the KB tell us about the children of robert_David_bright_1965? Just because we haven’t said he has children, doesn’t mean he doesn’t have any?

49. What about my Uncle John? My Uncle John has four children Asking: Man that fatherOf min 4 Person doesn’t find my uncle Why not? We haven’t told the KB that the four individuals asserted are actually different In a Web environment, the same individual may be described at many locations with more than one URI owl:differentFrom and owl:sameAs Make all individuals different

50. Can infer that Individuals are Different If we have three individuals with different birth years And hasBirthYear is functional Then we can infer those individuals are different without stating it directly

51. Brothers Only done parentage so far David is brother of John John is brother of Peter Is brotherOf transitive? Domain of brotherOf is Man What is the range? William George is brotherOf Charlotte So range must be person William George brotherOf Charlotte Charlote hasBrother William George

52. Siblings brotherOf and sisterOf both sub-properties of siblingOf siblingOf is symmetric and transitive Unlike brother and sister, the inverse holds William George is sibling of Charlotte Charlotte is sibling of William George

53. Brothers and Siblings All inferred to be siblings of each other david peter john brotherOf siblingOf hasBrother

54. Demo 10 Familt-tree-6.owl Individuals-sibling.owl Siblings We can only infer that Peter and John are siblings brotherOf has domain Man and range Person Even if we know Peter is a Man (he is fatherOf james) Man & siblingOf doesn’t imply brotherOf

55. Aunts and Uncles ObjectProperty: uncleOf SubPropertyChain: brotherOf o fatherOf My parents siblings are my aunts and uncles Cannot count with hasUncle David brotherOf Robert fatherOf uncleOf John

56. Demo 11 Family-tree-7.owl Uncles and aunts

57. A Lesson on Cousins First cousins share a grandparent, but not a parent Second cousins share a great grandparent, but not a grandparent Third cousins share a great great grandparent, but not a great grandparent Degree gives closest common ancestor Remove gives generation My first cousins children are my first cousin once removed Our common ancestor are my grandparents, but there is an added generation

58. Characteristics of Cousin Symmetric: robert firstCousinOf James James firstCousinOf Robert Not transitive James’s cousins are not my cousins (at least, not all of them…)

59. Sub-Property Chain for firstCousinOf ObjectProperty: firstCousinOf SubPropertyChain: hasParent o siblingOf o parentOf My parents sibs are my aunts and uncles Their children are my first cousins Our common ancestor are my grandparents David hasParent Peter siblingOf firstCousinOf Robert James parentOf

60. Demo 13 Define cousin and view entailments

61. Who are Robert’s First Cousins? Mart, Ian, Janet, william, Robert, richard, James, Clare, Julie, Mark, Nicholas Robert and Richard! I’m my own cousin and so is my brother My father is his own brother! siblingOf is symmetric and transitive David siblingOf John John siblingOf David There is path from David to David via John So David is David’s brother Making siblingOf irreflexive is a contradiction! Inferences about cousins doesn’t work

62. Simple and Complex Properties Properties can be either simple or complex Some of our properties are complex ancestorOf, uncleOf, parentOf… Can’t do some things with complex properties

63. Complex roles A property is complex when it forms a path Transitivity or sub-property chains form a path David brotherOf Robert fatherOf uncleOf John RobertDavid hasAncestor William hasAncestor Path

64. Complex roles and Counting Counting i.e. cardinality; max 3, min 2, etc One cannot count with complex properties ancestorOf min 3 people doesn’t work hasAncestor is complex; it forms a path parentOf min 3 Person does work as parentOf is simple

65. What one can do with SubProperty chains The pattern: sub-property chain o property works  chain hasGrandParent o hasParent  hasGreatGrandparent will work hasParent o hasGrandParent  hasGreatGrandpaernt will not

66. Marriage ObjectProperty: hasWife SubPropertyChain: malePartnerIn o hasFemalePartner Want only one wife at a time Needs some more sophisticated modelling of time – functionality will not do Marriage_m_and_d David Margaret hasMalePartnerIn hasFemalePartnerIn hasWife malePartnerIn femalePartnerIn

67. Demo 14 Family-tree-8.owl

68. Extending aunt and uncle Now we have spouses we can do aunts and uncles by marriage UncleOf implied by husbandOf o sisterOf o parentOf We can have more than one sub-property chain per property

69. Demo 15 Add an extra sub-property chain to auntOf and uncleOf

70. Extending the Tbox Lots of entailments on individuals driven by the properties Can now make a whole lot of defined classes Ancestor Mother Father Parent Foremother Forefather MaleAncestor FemaleAncestor Wife Husband Spouse Etc. etc.

71. Classes of Grandparents etc. Class: Grandparent EquivalentTo: Person That grandparentOf some Person Class: Grandfather EquivlaentTo: Man That grandfatherOf some Person Class: Parent EquivalentTo: Person That parentOf some Person

72. Unexpected Class Hierarchy All individuals that are grandfathers are also grandparents Works fine All those individuals that are grandparents are also parents Doesn’t work in the TBox Remember that grandfatherOf doesn’t imply parentOf remember to think of the individuals robert hasFather David hasFather william George Robert hasGrandfather William George The implications aren’t there!

73. The Grandparent Class

74. Demo 16 Show defined grand-classes based on properties grandfatherOf don’t work re-do grand-classes and show expected TBox

75. Saving the Reasoned Knowledge Base It can take some time to reason over the knowledge base Need to load and reason before querying Can save the inferred hierarchy, load and query Add a new assertion will mean a new classification

76. Demo Load previously reasoned and saved ontology Ask a load of questions

77. What Works Most things except cousins Full and half sibs don’t work Need some rules Also, using properties such as grandparentOf and greatGrantParentOf in class expressions doesn’t always give the desired TBox OWL2 features very powerful, but there are limitations

78. Should we Use OWL for this? Relational databases and/or Prolog do family history much better than OWL Very regular and complete knowledge In some ways OWL not appropriate for this domain Good for teaching about individuals and properties More irregular and imcomplete things can be hung off family history Roles, processes…

79. Acknowledgements Margaret Stevens Uli Sattler Dmitry Tsarkov Matthew Horridge Facilitated by the Ontogenesis network.