Properties and Individuals in OWL: Reasoning About Family History

Robert Stevens and Simon JuppBioHealth Informatics Group

University of ManchesterFirstName.LastName@manchester.ac.u

k

Resources

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

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

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

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

Families are People

Person Sex

Male

Female

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

A Simple View on Sex

• This is a simple view on sex that will suffice

Person Sex

MaleFemaleMan Woman

hasSex

isA isA

Definitions of Man and Woman

Class: Man

EquivalentTo: Person

that hasSex some Male

• hasSex is Functional

Instances of Man and Woman

Individual: robert_David_bright_1965Types:Man

Individual: David_bright_1934Types:Person that hasSex some Male

• Class assertion on an individual• Indicates to which class an individual belongs

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

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 richardIndividual Property Qualifier Successor

Demo 1

• Open Family-tree-0.owl• Individuals: plain-individuals.owl

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

Functional Characteristic

ObjectProperty: hasMotherDomain: PersonRange: WomanCharacteristics: FunctionalInverses: 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

Description of Person

Class: Person

SubClassOf: DomainEntity

that hasMother some Woman

and hasFather some Man

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)

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 functionalmotherOf (invFunc)

margaret

richard

robert

motherOf (invFunc)

hasMother (func)

Demo 2

• Family-tree-1.owl

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

brotherOfRobert_David_bright_1965 Richard_bright_1941

brotherOf

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_1965 Richard_bright_1962

siblingOf

Asymmetric Characteristic

• If x holds a property r with y• Then y cannot hold that property with x

hasFather

robert_David_bright_1965 David_bright_1934

HasFather

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_1965 David_bright_1941

hasAncestor

William_george_bright

hasAncestor

hasAncestor

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

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

Inferences about Properties

• Run reasoner and see what we know about motherOf and hasMother

• Show domains and ranges inferred• See property hierarchy filled in

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 yearEven if we don’t know their valuesThe restrictions say what must be true of an individual

of that typeBy asserting the individual’s type to be Man, we know

these things to be trueThese facts are implied or entailedThere are many things that could be true of this

individual, but these things must be true

Demo 3

• Family-tree-2.owl

Some datatype properties

hasBirthYear

hasDeathYear• Domain of Person• Range of integer• Characteristic functional

Demo 4

• Infer which family members were Victorians• Born between 1837-1901

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_1965 David_bright_1934

hasAncestor

William_george_bright

hasAncestor

hasAncestor

Demo 5

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

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?

Demo 6

• Family-tree-4.owl• Assert robert’s parents

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

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_1965 David_bright_1934

hasParent

William_george_bright

hasParent

hasGrandParent

Grandfathers

ObjectProperty: hasGrandfather

Domain: Person

Range: Man

SubPropertyChain: hasParent o hasFather

• hasParent followed by hasFather implies hasGrandfather

Robert_David_bright_1965 David_bright_1934

hasParent

William_george_bright

hasFather

hasGrandFather

Demo 7

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

Great Grandparents etc.

ObjectProperty: hasGreatGrandParent

SubPropertyChain: hasGrandParent o hasParent

• My grandparents parents are my great grandparents

Robert_David_bright_1965 William_george_bright_1901

hasGrandParent

Henry_edmond_bright

hasParent

hasGreatGrandParent

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?

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?

Demo 8

• Great grand parents

Using Individuals in Class Expressions

• The class of all Ancestor is easyHow about AncestorOfRobertStevens?

Class: AncestorOfRobertEquivalentTo: Personthat 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

Demo 9

• Family-tree-6.owl

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

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?

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

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

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

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

Brothers and Siblings

• All inferred to be siblings of each other

david

peter

john

brotherOf

brotherOf

siblingOf

hasBrother

hasBrother

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

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

Demo 11

• Family-tree-7.owl• Uncles and aunts

A Lesson on Cousins

• First cousins share a grandparent, but not a parentSecond 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

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…)

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

Demo 13

• Define cousin and view entailments

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

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

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

Robert David

hasAncestor

William

hasAncestor

hasAncestor

Path

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

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

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

Demo 14

• Family-tree-8.owl

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

Demo 15

• Add an extra sub-property chain to auntOf and uncleOf

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

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…

Acknowledgements

• Margaret Stevens• Uli Sattler• Dmitry Tsarkov• Matthew Horridge

• Facilitated by the Ontogenesis network.