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The Sigma Knowledge Engineering
                  Environment:
             An environment for developing large theories
                     in first- and higher-order logic




Adam Pease, Articulate Software
apease@articulatesoftware.com
http://www.ontologyportal.org/




                                                            1
Sigma
●
    An IDE for SUMO
●
    Browsing, inference, debugging
●
    Some information extraction




                                     2
Suggested Upper Merged
                         Ontology
●
    1000 terms, 4000 axioms, 750 rules
●
    Mapped by hand to all of WordNet 1.6
    ●
        then ported to 3.0
●
 Associated domain ontologies totalling 20,000 terms and 80,000
axioms
●
    Mapped to all of YAGO – millions of facts
●
    Free
    ●
        SUMO is owned by IEEE but basically public domain
    ●
        Domain ontologies are released under GNU
    ●
        www.ontologyportal.org


                                                                  3
SUMO+Domain Ontology
                                                          SUMO
                                 Structural
                                 Ontology




                                  Base
                                 Ontology




                                                                                     Total Terms Total Axioms     Rules
               Set/Class
                           Numeric            Temporal      Mereotopology
                Theory
                                                                                     20977             88257   4730

                Graph      Measure            Processes               Objects

                                                                                     Relations: 1280
                                                          Qualities




               Transnational                         WMD                          Mid-Level
                  Issues
                                                                                Financial
Geography
                                                                                Ontology      ECommerce
                                     Communications                                            Services
                                                                                Distributed
            Government
                                       People                                   Computing
                                                                                                Military

                                                                      Terrorist              Terrorist
    Transportation              Economy                                                     Attack Types

                              UnitedStates                                      Terrorist        Biological
Elements     NAICS
                                                                                 Attacks          Viruses
                                  Afghanistan
                                                  France                                                              4
                                                                                         World
                                                             …
                                                                                        Airports
Why Expressive Logic?




                        5
Taxonomy
                   ●   What's an
                       automobile?
   automobile          –   truck or sedan
                       –   Alone it might be
                           taken as not
                           including trucks
truck      sedan
                       –   Does truck include
                           18-wheelers?
 AdamsHonda


                                                6
Automation
                 ●   if d is an a, a can't be
        a
                     a d (usually)



b           c


    d


                                                7
Fixing Meaning




      Horse




                 8
Fixing Meaning




Horse is a mammal




                          9
Fixing Meaning


Horse is a mammal that
     has four legs




                            10
Fixing Meaning


Horse is a mammal that
  has four legs and is
 capable of carrying a
human rider that largely
  controls its actions




                                            11
Fixing Meaning




     Caballo




                 12
Call it by another name
●   But is it the same?
●   One might assert the term is the same
    –   is it?
●   If definitions are shared but shallow, what
    might be missing?
●   If definitions are different are they consistent?
    –   How do you determine consistency?



                                                        13
Inferential Closure

●   (subclass Horse Mammal)
    (instance Horse MrEd) ->
    (instance MrEd Mammal)
●   (=>
     (instance ?X Mammal)
     (exists (?H)
      (and
          (instance ?H Head)
          (part ?H ?X))))



                                          14
Inferential Closure




                      15
Inferential Closure




                      16
Inferential Closure




                      17
Text Processing




                  18
Sentiment Analysis

●   Emotional content of text
●   Pilot project combining
    –   Sentiment analysis (computational linguistics)
    –   Concept extraction (linguistic semantics/ontology)
●   Note this is just a pilot project and the computational
    linguistic method used is really basic, not state of the art
●   Applications:
    –   Fine grained search by features
    –   Ratings by review, not by stars, and integrated across sources
    –   Merge hotel ratings from different services that have different
        scales by using sentiment
                                                                          19
Meadowood, St. Helena:                                Restaurant:10
“In recent years the elegant but unstuffy dining room has won rave
reviews, becoming a destination restaurant.“

Marys Lake Lodge and Resort, CO:                      Roadway: -8
“Not to mention it is very expensive and located in a place that doesn't get
much sun so it's icy and cold; and the maintenance of roads is terrible in
winter.”
                                                                               20
Sigma




        21
Sigma Functions

Mapping,
merging
and
translation     Browsing                            Analysis and                             Inference
                and display                         debugging

 Mapping&
                                     KBs
  Merging




   Load/                   Browse                   WordNet          KB        Consistency   Ask/
  SaveAs                    Term                   Diagnostics   Diagnostics     Check       Tell




              Simplified   Browse
                                           Graph                                             Local   Remote
               Browse       Word




                           Browse
                           WordNet                                                                            22
●   Simple string distance-based merging
                  tool
                  –   More complicated algorithms seemed to
                      have little practical effect
Mapping,          –   Most of the value was in a convenient
merging
and                   GUI
translation
                  –   Most ontologies to be merged have so
 Mapping&
                      little to match on
  Merging
              ●   Supported Languages
   Load/
                  –   SUO-KIF
  SaveAs
                  –   OWL
                  –   Prolog
                  –   TPTP
                  –   THF                                     23
Browsing
  and display

                       KBs




             Browse
              Term




Simplified   Browse
                             Graph
 Browse       Word




             Browse
             WordNet


                                     24
25
●   Consistency check
    –   Attempt to prove
        inconsistency
    –   Incomplete
●   Rootless term
●   No documentation        Analysis and
                            debugging

●   Term with no axioms
●   Disjoint parents
                            WordNet          KB        Consistency
●   File dependency        Diagnostics   Diagnostics     Check




●   WordNet-SUMO
    hierarchy compare
                                                                     26
●   Local inference engines
    –   KIF-Vampire, LEO-II, Metis,
        SInE                           Inference

    –   40+ TPTP engines remote at U
        Miami
                                       Ask/
                                       Tell




                                       Local   Remote




                                                        27
SUMO+
   Query                                  ●   Pre- and post-
                                              processing to interface
 Predicate
 Variables                                    with standard provers
                                          ●   Metis needed for
  Higher
   Order                                      answer extraction and
                                              proof presentation with
 Arithmetic
 Functions
                           Answer+
                            Proof
                                              many provers

Row Variable               Answer
 Expansion                Extraction



   Sort                     Proof
 Prefixing     Vampire   Simplification



 Predicate      TPTP
                            Metis                                   28
 Renaming       World
29
SUO-KIF
●   variant of the KIF language (Genesereth,
    1991)
●   LISP-like syntax
●   only logical operators in the language itself
    –   Original KIF had ”definition” and class-forming
        operators




                                                          30
SUO-KIF (continued)
●   “free” syntax
    –   variables in the predicate position
    –   quantification over formulas
    –   predicates and instances may share names
●   empty conjunctions etc not allowed
●   Variables denoted by “?” character
●   Sequence variables
●   “forall”, “exists”, “=>” and “<=>”
●   quantified variables have no explicit sort
    syntax                                         31
Class and Instance Creation
         Predicates

(instance Adam Human)
(subclass Human Mammal)

not

(Human Adam)
(Mammal Human)




                               32
Sigma Inference
●   Since 2002 using a customized version of
    Vampire
    –   Treat sequence variables as macros
    –   Quantification of free variables
    –   Quoting second order
    –   “holds” prefixes (for functions too)
    –   Adding explicit sorts (* new)




                                               33
Sequence Variables
●   Useful convenience for knowledge engineer

    (=>
          (and
              (subrelation ?REL1 ?REL2)
              (?REL1 @ROW))
          (?REL2 @ROW))

    becomes
    (=>
          (and
              (subrelation ?REL1 ?REL2)
              (?REL1 ?ARG1))
          (?REL2 ?ARG1))
    (=>
          (and
              (subrelation ?REL1 ?REL2)
              (?REL1 ?ARG1 ?ARG2))
          (?REL2 ?ARG1 ?ARG2))

    etc.
                                                34
Quantify Free Variables

●   Universal quantification in assertion,
    existential in query
    (=>
          (and
              (subrelation ?REL1 ?REL2)
              (?REL1 ?ARG1))
          (?REL2 ?ARG1))

    becomes
    (forall (?REL1 ?REL2 ?ARG1)
        (=>
            (and
                 (subrelation ?REL1 ?REL2)
                 (?REL1 ?ARG1))
            (?REL2 ?ARG1)))


                                             35
“holds” prefixing
     ●   Prepend a “dummy” predicate to every
         clause with a non-logical operator
     ●   Forces any predicate variables into the first
         argument
     ●   A single predicate name ruins performance
     ●   Including number of arguments in name
         helps (and use apply_ for functions)

(=>                              (=>
  (inverse ?REL1 ?REL2)             (holds_3__ inverse ?REL1 ?REL2)
  (forall (?INST1 ?INST2)           (forall (?INST1 ?INST2)
     (<=>                              (<=>
        (?REL1 ?INST1 ?INST2)             (holds_3__ ?REL1 ?INST1 ?INST2)
        (?REL2 ?INST2 ?INST1))))          (holds_3__ ?REL2 ?INST2 ?INST1))))
                                                                               36
Quoting Second Order

●   Unification still works
    (believes Mary
      (likes Mary Bill))              ;; fact

    (believes Mary (likes ?X Bill))   ;; query

    (likes Mary Bill)                 ;; result



●   But logical operators lose their meaning
    (believes Mary
      (and
        (likes Mary Bill)
        (likes Sue Bill)))

    (believes Mary (likes ?X Bill))   ;; query doesn't unify

                                                               37
Sortals
    (=>                                                 (domain agent 2 Agent)
          (and                                          (domain patient 2 Object)
                 (instance ?TRANSFER Transfer)
                 (agent ?TRANSFER ?AGENT)
                 (patient ?TRANSFER ?PATIENT))
          (not
                 (equal ?AGENT ?PATIENT)))


●    Use argument type signatures to define
     variable sorts
     (=>
          (and
                 (instance ?AGENT Agent)
                 (instance ?PATIENT Object))
          (=>
                 (and
                        (instance ?TRANSFER Transfer)
                        (agent ?TRANSFER ?AGENT)
                        (patient ?TRANSFER ?PATIENT))
                 (not
                        (equal ?AGENT ?PATIENT)))

                                                                                    38
TPTP Syntax Translation
(forall (?REL ?OBJ ?PROCESS)
   (=>
       (and
          (holds_3__ instance ?REL CaseRole)
          (holds_3__ instance ?OBJ Object)
          (holds_3__ ?REL ?PROCESS ?OBJ))
       (exists (?TIME)
          (holds_3__ overlapsSpatially
              (apply_3__ WhereFn ?PROCESS ?TIME) ?OBJ))))


fof(name,axiom,
    ! [V_REL,V_OBJ,V_PROCESS] :
      ( ( holds_3__(s_instance,V_REL,s_CaseRole)
        & holds_3__(s_instance,V_OBJ,s_Object)
        & holds_3__(V_REL,V_PROCESS,V_OBJ) )
     => ? [V_TIME] :
          holds_3__(s_overlapsSpatially,
              apply_3__(s_WhereFn,V_PROCESS,V_TIME),V_OBJ) )).




                                                                 39
Optimization – Predicate Variable
              Instantiation
●   Instantiate predicate variables to eliminate
    “holds”
             (=>
                   (instance ?REL TransitiveRelation)
                   (forall (?INST1 ?INST2 ?INST3)
                       (=>
                           (and
                                (?REL ?INST1 ?INST2)
                                (?REL ?INST2 ?INST3))
                           (?REL ?INST1 ?INST3))))

              (=>
                   (instance subclass TransitiveRelation)
                   (forall (?INST1 ?INST2 ?INST3)
                       (=>
                           (and
                                (subclass ?INST1 ?INST2)
                                (subclass ?INST2 ?INST3))
                           (subclass ?INST1 ?INST3))))


                                                            40
Optimization
●   Cache transitive relations
●   (subclass A B) (subclass B C)
    –   Cache (subclass A C)




                                    41

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Sigma Knowledge Engineering Environment

  • 1. The Sigma Knowledge Engineering Environment: An environment for developing large theories in first- and higher-order logic Adam Pease, Articulate Software apease@articulatesoftware.com http://www.ontologyportal.org/ 1
  • 2. Sigma ● An IDE for SUMO ● Browsing, inference, debugging ● Some information extraction 2
  • 3. Suggested Upper Merged Ontology ● 1000 terms, 4000 axioms, 750 rules ● Mapped by hand to all of WordNet 1.6 ● then ported to 3.0 ● Associated domain ontologies totalling 20,000 terms and 80,000 axioms ● Mapped to all of YAGO – millions of facts ● Free ● SUMO is owned by IEEE but basically public domain ● Domain ontologies are released under GNU ● www.ontologyportal.org 3
  • 4. SUMO+Domain Ontology SUMO Structural Ontology Base Ontology Total Terms Total Axioms Rules Set/Class Numeric Temporal Mereotopology Theory 20977 88257 4730 Graph Measure Processes Objects Relations: 1280 Qualities Transnational WMD Mid-Level Issues Financial Geography Ontology ECommerce Communications Services Distributed Government People Computing Military Terrorist Terrorist Transportation Economy Attack Types UnitedStates Terrorist Biological Elements NAICS Attacks Viruses Afghanistan France 4 World … Airports
  • 6. Taxonomy ● What's an automobile? automobile – truck or sedan – Alone it might be taken as not including trucks truck sedan – Does truck include 18-wheelers? AdamsHonda 6
  • 7. Automation ● if d is an a, a can't be a a d (usually) b c d 7
  • 8. Fixing Meaning Horse 8
  • 10. Fixing Meaning Horse is a mammal that has four legs 10
  • 11. Fixing Meaning Horse is a mammal that has four legs and is capable of carrying a human rider that largely controls its actions 11
  • 12. Fixing Meaning Caballo 12
  • 13. Call it by another name ● But is it the same? ● One might assert the term is the same – is it? ● If definitions are shared but shallow, what might be missing? ● If definitions are different are they consistent? – How do you determine consistency? 13
  • 14. Inferential Closure ● (subclass Horse Mammal) (instance Horse MrEd) -> (instance MrEd Mammal) ● (=> (instance ?X Mammal) (exists (?H) (and (instance ?H Head) (part ?H ?X)))) 14
  • 19. Sentiment Analysis ● Emotional content of text ● Pilot project combining – Sentiment analysis (computational linguistics) – Concept extraction (linguistic semantics/ontology) ● Note this is just a pilot project and the computational linguistic method used is really basic, not state of the art ● Applications: – Fine grained search by features – Ratings by review, not by stars, and integrated across sources – Merge hotel ratings from different services that have different scales by using sentiment 19
  • 20. Meadowood, St. Helena: Restaurant:10 “In recent years the elegant but unstuffy dining room has won rave reviews, becoming a destination restaurant.“ Marys Lake Lodge and Resort, CO: Roadway: -8 “Not to mention it is very expensive and located in a place that doesn't get much sun so it's icy and cold; and the maintenance of roads is terrible in winter.” 20
  • 21. Sigma 21
  • 22. Sigma Functions Mapping, merging and translation Browsing Analysis and Inference and display debugging Mapping& KBs Merging Load/ Browse WordNet KB Consistency Ask/ SaveAs Term Diagnostics Diagnostics Check Tell Simplified Browse Graph Local Remote Browse Word Browse WordNet 22
  • 23. Simple string distance-based merging tool – More complicated algorithms seemed to have little practical effect Mapping, – Most of the value was in a convenient merging and GUI translation – Most ontologies to be merged have so Mapping& little to match on Merging ● Supported Languages Load/ – SUO-KIF SaveAs – OWL – Prolog – TPTP – THF 23
  • 24. Browsing and display KBs Browse Term Simplified Browse Graph Browse Word Browse WordNet 24
  • 25. 25
  • 26. Consistency check – Attempt to prove inconsistency – Incomplete ● Rootless term ● No documentation Analysis and debugging ● Term with no axioms ● Disjoint parents WordNet KB Consistency ● File dependency Diagnostics Diagnostics Check ● WordNet-SUMO hierarchy compare 26
  • 27. Local inference engines – KIF-Vampire, LEO-II, Metis, SInE Inference – 40+ TPTP engines remote at U Miami Ask/ Tell Local Remote 27
  • 28. SUMO+ Query ● Pre- and post- processing to interface Predicate Variables with standard provers ● Metis needed for Higher Order answer extraction and proof presentation with Arithmetic Functions Answer+ Proof many provers Row Variable Answer Expansion Extraction Sort Proof Prefixing Vampire Simplification Predicate TPTP Metis 28 Renaming World
  • 29. 29
  • 30. SUO-KIF ● variant of the KIF language (Genesereth, 1991) ● LISP-like syntax ● only logical operators in the language itself – Original KIF had ”definition” and class-forming operators 30
  • 31. SUO-KIF (continued) ● “free” syntax – variables in the predicate position – quantification over formulas – predicates and instances may share names ● empty conjunctions etc not allowed ● Variables denoted by “?” character ● Sequence variables ● “forall”, “exists”, “=>” and “<=>” ● quantified variables have no explicit sort syntax 31
  • 32. Class and Instance Creation Predicates (instance Adam Human) (subclass Human Mammal) not (Human Adam) (Mammal Human) 32
  • 33. Sigma Inference ● Since 2002 using a customized version of Vampire – Treat sequence variables as macros – Quantification of free variables – Quoting second order – “holds” prefixes (for functions too) – Adding explicit sorts (* new) 33
  • 34. Sequence Variables ● Useful convenience for knowledge engineer (=> (and (subrelation ?REL1 ?REL2) (?REL1 @ROW)) (?REL2 @ROW)) becomes (=> (and (subrelation ?REL1 ?REL2) (?REL1 ?ARG1)) (?REL2 ?ARG1)) (=> (and (subrelation ?REL1 ?REL2) (?REL1 ?ARG1 ?ARG2)) (?REL2 ?ARG1 ?ARG2)) etc. 34
  • 35. Quantify Free Variables ● Universal quantification in assertion, existential in query (=> (and (subrelation ?REL1 ?REL2) (?REL1 ?ARG1)) (?REL2 ?ARG1)) becomes (forall (?REL1 ?REL2 ?ARG1) (=> (and (subrelation ?REL1 ?REL2) (?REL1 ?ARG1)) (?REL2 ?ARG1))) 35
  • 36. “holds” prefixing ● Prepend a “dummy” predicate to every clause with a non-logical operator ● Forces any predicate variables into the first argument ● A single predicate name ruins performance ● Including number of arguments in name helps (and use apply_ for functions) (=> (=> (inverse ?REL1 ?REL2) (holds_3__ inverse ?REL1 ?REL2) (forall (?INST1 ?INST2) (forall (?INST1 ?INST2) (<=> (<=> (?REL1 ?INST1 ?INST2) (holds_3__ ?REL1 ?INST1 ?INST2) (?REL2 ?INST2 ?INST1)))) (holds_3__ ?REL2 ?INST2 ?INST1)))) 36
  • 37. Quoting Second Order ● Unification still works (believes Mary (likes Mary Bill)) ;; fact (believes Mary (likes ?X Bill)) ;; query (likes Mary Bill) ;; result ● But logical operators lose their meaning (believes Mary (and (likes Mary Bill) (likes Sue Bill))) (believes Mary (likes ?X Bill)) ;; query doesn't unify 37
  • 38. Sortals (=> (domain agent 2 Agent) (and (domain patient 2 Object) (instance ?TRANSFER Transfer) (agent ?TRANSFER ?AGENT) (patient ?TRANSFER ?PATIENT)) (not (equal ?AGENT ?PATIENT))) ● Use argument type signatures to define variable sorts (=> (and (instance ?AGENT Agent) (instance ?PATIENT Object)) (=> (and (instance ?TRANSFER Transfer) (agent ?TRANSFER ?AGENT) (patient ?TRANSFER ?PATIENT)) (not (equal ?AGENT ?PATIENT))) 38
  • 39. TPTP Syntax Translation (forall (?REL ?OBJ ?PROCESS) (=> (and (holds_3__ instance ?REL CaseRole) (holds_3__ instance ?OBJ Object) (holds_3__ ?REL ?PROCESS ?OBJ)) (exists (?TIME) (holds_3__ overlapsSpatially (apply_3__ WhereFn ?PROCESS ?TIME) ?OBJ)))) fof(name,axiom, ! [V_REL,V_OBJ,V_PROCESS] : ( ( holds_3__(s_instance,V_REL,s_CaseRole) & holds_3__(s_instance,V_OBJ,s_Object) & holds_3__(V_REL,V_PROCESS,V_OBJ) ) => ? [V_TIME] : holds_3__(s_overlapsSpatially, apply_3__(s_WhereFn,V_PROCESS,V_TIME),V_OBJ) )). 39
  • 40. Optimization – Predicate Variable Instantiation ● Instantiate predicate variables to eliminate “holds” (=> (instance ?REL TransitiveRelation) (forall (?INST1 ?INST2 ?INST3) (=> (and (?REL ?INST1 ?INST2) (?REL ?INST2 ?INST3)) (?REL ?INST1 ?INST3)))) (=> (instance subclass TransitiveRelation) (forall (?INST1 ?INST2 ?INST3) (=> (and (subclass ?INST1 ?INST2) (subclass ?INST2 ?INST3)) (subclass ?INST1 ?INST3)))) 40
  • 41. Optimization ● Cache transitive relations ● (subclass A B) (subclass B C) – Cache (subclass A C) 41