UFO, OntoUML and its associated Tools - Giancarlo Guizzardi

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UFO, OntoUML and its associated Tools - Giancarlo Guizzardi
UFO, OntoUML and
its associated Tools
OntoCommons Workshop   Giancarlo Guizzardi
March, 2021
UFO, OntoUML and its associated Tools - Giancarlo Guizzardi
Acknowledgements
•   João Paulo Almeida

•   Fernanda Baião

•   Mattia Fumagalli

•   Nicola Guarino

•   Claudenir Moraes

•   Daniele Porello

•   Tiago Sales
UFO, OntoUML and its associated Tools - Giancarlo Guizzardi
Foundational   Engineering
  Theories        Tools

  Domain         Domain
  Specific       Specific
  Theories     Applications
UFO, OntoUML and its associated Tools - Giancarlo Guizzardi
Foundational
  Theories
UFO, OntoUML and its associated Tools - Giancarlo Guizzardi
Foundational
  Theories
   ↝
          Types and Taxonomic Structures,
         Dependence, Events, (Part-Whole)
           Relations, Relations, Causality,
         Multi-Level Modeling, Dependence,
                        etc…
Foundational
  Theories
   ↝
          Types and Taxonomic Structures,
         Dependence, Events, (Part-Whole)
           Relations, Relations, Causality,
         Multi-Level Modeling, Dependence,
                        etc…
Foundational              ↝  Engineering
  Theories                      Tools

         Modeling Languages,
   Methodologies, Computational
 Tools, Patterns, Anti-Patterns, Code
 Generators, Simulators, Complexity
    Management Tools, Learners
Foundational              ↝  Engineering
  Theories                      Tools

         Modeling Languages,
   Methodologies, Computational
 Tools, Patterns, Anti-Patterns, Code
 Generators, Simulators, Complexity
    Management Tools, Learners
1..*

       1..*
1..*

       1..*
1..*

       1..*
1..*

       1..*
1..*

       1..*
1..*

       1..*
1..*

       1..*
1..*

       1..*
1..*

       1..*
1..*

       1..*
Foundational              ↝  Engineering
  Theories                      Tools

         Modeling Languages,
   Methodologies, Computational
 Tools, Patterns, Anti-Patterns, Code
 Generators, Simulators, Complexity
    Management Tools, Learners
Foundational              ↝  Engineering
  Theories                      Tools

         Modeling Languages,
   Methodologies, Computational
 Tools, Patterns, Anti-Patterns, Code
 Generators, Simulators, Complexity
    Management Tools, Learners
g; α = e ×(some
           mediation relations   a, and of
                                        ε=   a × g.constraints are illustrated in Figure 3) [10].
                                           these

Figure 8-10 Material                           ´mediationª                   ´relatorª           ´mediationª
Relations and their                                             c..d             R        e..f
founding relators (the                                                            η..λ
cardinality constraints of
the derived relation and                                           axg                    bxh
the derivation relation
                                                       a..b                        ε..φ            g..h
itself can be calculated
from the corresponding       Everything else
                                          F    in the model is aG representation of a type that these ki
                                                                         ´materialª

mediation relations                             α..β /H  γ..δ
involving the founding       can instantiate contingently.             fxb                   dxh
relators)
                        Two alternative versions of a concrete example of this situation are depicted
                        in figures
           Fig. 3. Relator         8.11.a Relations
                           and Material    and 8.11.bPattern.
                                                      below. However, due to the lack of expressivity
                        of the traditional UML association notation, these two models seem to
           Since the formal
                        convey modeling       primitives(from
                                 the same information     of this
                                                                the language
                                                                     perspectivecan   only
                                                                                  of the     appear
                                                                                         material     following these
                                                                                                   relation
           patterns, these    patterns end
                        supervised-by),        up beingthey
                                            although       the actual    modeling
                                                                   describe            primitivesdifferent
                                                                                 completely          of the language.
           As a consequence,       modelingAsindiscussed
                        conceptualizations.        OntoUML        is done
                                                             in section     by the
                                                                        6.3.3,  the benefits
                                                                                      chainedofapplication
                                                                                                 explicitly of these
           ontologicalrepresenting
                         patterns [19]. relator
                                            Thisuniversals  instead of inmerely
                                                  idea is illustrated       Figurerepresenting
                                                                                      4. We startmaterial
                                                                                                     by modeling the
                        relations, becomes    even more evident   in n-ary relations  with n >
           type Customer. We first identify that a Customer is a RoleMixin: instances of Custom-2.

Figure 8-11
           er can be different kinds (people and organizations);
                              ´mediationª
                                                   1..*
                                                  ´relatorª
                                                                 Customer is an anti-rigid type (no
                                                                      ´mediationª        ´mediationª
                                                                                                               ´relatorª
                                                                                                                                 ´mediationª

           Customer
Examplification of how    is necessity1..* a Customer);
                                                 Assignment      1..*
                                                                          in order1..*for someone      1..*
                                                                                                             to be a 1..*
                                                                                                             Assignment
                                                                                                                           Customer, she has to
relators can
           purchase
disambiguate  two        something from a Supplier. In applying the RoleMixin pattern of Figure 2.c,
                                                        1..*

                                                                                                                      1
           we identify
conceptualizations  that    the´roleª
                                  presence
                                    1..*
                                                  of two phases
                                                  ´materialª
                                                                       1..*
                                                                         ´roleª
                                                                                (Living  Person  1
                                                                                            ´roleª
                                                                                                       and     Active
                                                                                                               ´materialª   Organization),
                                                                                                                                  1
                                                                                                                                   ´kindª
                                                                                                                                             a role
in the standard UML
           (Supplier,
notation would  have the  which is assumed
                            GraduateStudent    /supervised-by
                                            1..*             to1..*be played by entities of1..*the
                                                                      Supervisor       GraduateStudent
                                                                                                                  unique
                                                                                                            /supervised-by
                                                                                                                           1..* kind Organization)
                                                                                                                                 Supervisor

                                                                                                                  (b)
           and a relation (purchases from).
same interpretation                                  (a)
                                                                    We then expand this model by applying to phases and
           roles the patterns of Figure 2.a and 2.b, respectively. Finally, we apply the pattern of
                       Once more we should highlight that the relator individual is the actual
           Figure 3 to instantiation
                        the materialofrelation     purchases from.
                                          the corresponding        relational property (the objectified
               This strategy   of
                       relation).  building     models
                                  Material relations standby   the   successive
                                                                merely            instantiation
                                                                         for the of
                                                                                 facts            of these
                                                                                       derived from   the    patterns
                      Fig    1.
           has been implemented
                                Representing
                                      in the
                       relator individual  andnew
                                                        the    possibility
                                                      version entities.
                                                 its mediating    of the OntoUML
                                                                                     change
                                                                                       editor.
                                                                           Therefore, we
                                                                                                 for
                                                                                          claim This
                                                                                                       Endurants
                                                                                                       approach can
                                                                                                 that the
                       representation
           bring several   benefits toofconceptual
                                           the relators modeling.
                                                         of material relations   must have
                                                                       Firstly, since  theseprimacy  overare the rep-
                                                                                               patterns
                       the
                         of representation
           resentationThis   ontological     of the material
                                            theories,         relations themselves.
                                                        the construction             In otherbywords,
                                                                               of models              the
                                                                                                instantiating   these modeling languag
                               model
                       representation        of    figure
                                        of ´materialª          1
                                                          relations is  represented          in   a  conceptual
           patterns preserves    ontological     consistency      by can   be omittedThis
                                                                      construction.     but can
                                                                                             whenever   a
                                                                                                  also facilitate the
           process oftoUML           [9]. This
                        model building,                language
                                              especially                   has been
                                                            to novice users.               designis to
                                                                                  The hypothesis        thatreflect
                                                                                                              in each the ontological dis
           step of theaxiomatization
                        modeling activity, theput          forth
                                                     solution    spacebythatthe   UnifiedtheFoundational
                                                                              characterizes        possible choices Ontology (UFO) [
           of modeling primitives to be adopted is reduced. This strategy, in turn, reduces the
           cognitive ticular,
                      load of thethis modelerlanguage          has as modeling
                                                   and, consequently,        the complexityprimitives
                                                                                                of model buildingthose that represent on
           using this tinctions
                       language [19]. between
                                          Moreover,all    thisthe      aforementioned
                                                                strategy                           sorts oftotypes
                                                                            also brings more uniformity           the   (e.g., kinds, pha
           models (which become described in terms of known patterns) and provides for a natu-
                             mixins, relators). Figure 1 represents the possibility of change, i.e., how
2.b.

                              Everything else in the model is a representation of a type t
                  (b)
                              can instantiate contingently.

ase Partition Pattern (b) and the RoleMixin Pattern (c).
y the variation of these ontological meta-properties can also be
                                                     1..*

s. One example is the notion of a RoleMixin. A RoleMixin is a
                                                            1..*

-rigid and relationally dependent. In other words, the RoleMix-
  and, hence, is subject to many of the same constraints of the
r, unlike a role, a RoleMixin classify entities that instantiate
 obey different principles of identity). Once more, the ontolog-
 oleMixin cause it to manifest in OntoUML necessarily follow-
 depicted in Figure 2.c. Like Roles, RoleMixins must be con-
 ng relation with an opposite association having a minimum
ual to one (symbolizing the Figrelational dependence
                                1. Representing        condition).
                                                 the possibility of change for Endurants
ixins classify entities of different kinds, they must be parti-
ecializing sortals (roles), each
                            This of   which
                                  model   of classify
                                              figure 1entities of a
                                                       is represented   in a conceptual model
                              toUML [9]. This language has been design to reflect the ont
(symbolizing the relational dependence condition). Likewise, the ontological axioms
defining phases cause the manifestation of its construct in OntoUML to obey neces-
sarily the pattern of fig. 2.b.

                               Everything else in the model is a representation of a type that these kinds of th
                               can instantiate contingently.
               (a)                             (b)

Fig. 2. Role Pattern (a), Phase Partition Pattern (b) and the RoleMixin Pattern (c).
Distinctions generated by the variation of these 1..*   ontological meta-properties can also be
found among non-sortals. One example is the 1..*      notion of a RoleMixin. A RoleMixin is a
non-sortal, which is anti-rigid and relationally dependent. In other words, the RoleMix-
in category is similar to and, hence, is subject to many of the same constraints of the
Role category. However, unlike a role, a RoleMixin classify entities that instantiate
different kinds (and that obey different principles of identity). Once more, the ontolog-
                            Fig 1. Representing
ical axioms defining a RoleMixin      cause it tothemanifest
                                                      possibilityinofOntoUML
                                                                      change for Endurants
                                                                                    necessarily follow-
ing a particular pattern depicted in Figure 2.c. Like Roles, RoleMixins must be con-
nected to a characterizingThis     modelwith
                               relation   of figure   1 is represented
                                                an opposite                 in a conceptual
                                                                   association     having a modeling
                                                                                                 minimumlanguage termed
                            toUML [9]. This language has been design to reflect the ontological distinctions
cardinality higher or equal to one (symbolizing the relational dependence condition).
                            axiomatization put forth by the Unified Foundational Ontology (UFO) [9,13]. In
However, since RoleMixins classify entities of different kinds, they must be parti-
                            ticular, this language has as modeling primitives those that represent ontological
tioned in a series of specializing
                            tinctions sortals
                                       between(roles),     each of whichsorts
                                                 all the aforementioned          classify    entities
                                                                                       of types  (e.g., of  a phase, roles,
                                                                                                        kinds,
particular kind [10].       mixins, relators). Figure 1 represents the possibility of change, i.e., how things co
   Finally, in UFO, we have       a fundamental
                            possibly                  distinction
                                       be for the entities   that are between
                                                                          assumed theto so-called   formal
                                                                                         exist in this domain (i.e., people
and material relations. A ganizations,
                             formal relation     is acar
                                           cars and     relation
                                                           rentals).thatIn holds   directly the
                                                                           this approach,     between
                                                                                                  OntoUML its model of figu
relata and that is reduciblecan
                              to intrinsic  properties
                                 be automatically         of these
                                                      translated    to relata.  Take,representation
                                                                        knowledge       for instance,languages
                                                                                                         the     such as O
Foundational              ↝  Engineering
  Theories                      Tools

         Modeling Languages,
   Methodologies, Computational
 Tools, Patterns, Anti-Patterns, Code
 Generators, Simulators, Complexity
    Management Tools, Learners
Foundational              ↝  Engineering
  Theories                      Tools

         Modeling Languages,
   Methodologies, Computational
 Tools, Patterns, Anti-Patterns, Code
 Generators, Simulators, Complexity
    Management Tools, Learners
1..*

       1..*
(Economic Agreement)   (Economic Agreement)
Economi
(Economic Agreement)
1..*

       1..*
ces of T1 are subject to different cardinality
 ubtypes SBTj. An example in the model of
      The Emerging Anti-Pattern: Relation
l Investigation can have at least two Detec-
     Between Overlapping Types (RelOver)
 in.

ating the (a) AC, (b) IA and (c) RWOR.
Foundational              ↝  Engineering
  Theories                      Tools

         Modeling Languages,
   Methodologies, Computational
 Tools, Patterns, Anti-Patterns, Code
 Generators, Simulators, Complexity
    Management Tools, Learners
Foundational              ↝  Engineering
  Theories                      Tools

         Modeling Languages,
   Methodologies, Computational
 Tools, Patterns, Anti-Patterns, Code
 Generators, Simulators, Complexity
    Management Tools, Learners
Conceptual Model Clustering: A Relator-Centric Approach   7
packages with the homonymous focal relator. As one can observe, the original model
can be broken down into four contexts, namely: the Car Rental, the Marriage, the
Car Ownership, and the Employment contexts. Each of these modules contains a
view of the original model with all the information required to understand each of the
contexts.

Fig. 2 An RCC for the model of Figure 1 organized as (Onto)UML packages.

    The Car Rental RC shows the roles (and role mixin) directly mediated by the Car
Rental relator (Responsible Employee, Rental Car, Customer). The kinds involved
are made explicit: Person, Car and Organization (when playing the role of Corpo-
Foundational              ↝  Engineering
  Theories                      Tools

         Modeling Languages,
   Methodologies, Computational
 Tools, Patterns, Anti-Patterns, Code
 Generators, Simulators, Complexity
    Management Tools, Learners
https://github.com/
OntoUML/ontouml-vp-
        plugin
Some References
•   Guizzardi, G., Wagner, G., Almeida, J.P.A., Guizzardi, R.S.S., Towards Ontological Foundation for Conceptual Modeling: The Unified Foundational
    Ontology (UFO) Story, Applied Ontology, IOS Press, 2015.

•   Guizzardi, G., Ontological Patterns, Anti-Patterns and Pattern Languages for Next-Generation Conceptual Modeling, invited companion paper to the
    Keynote Speech delivered at the 33rd International Conference on Conceptual Modeling (ER 2014), Atlanta, USA.

•   Guizzardi, G. ,Ontological Foundations for Structural Conceptual Models, Telematica Instituut Fundamental Research Series No. 15, ISBN
    90-75176-81-3, 2005.

•   Ruy, F., Guizzardi, G., Falbo, R., Reginato, C.C., Santos, V.A., From Reference Ontologies to Ontology Patterns and Back, Data & Knowledge
    Engineering, Elsevier, 2017.

•   Sales. T.P., Guizzardi, G., Ontological Anti-Patterns: Empirically Uncovered Error-Prone Structures in Ontology-Driven Conceptual Models, Data &
    Knowledge Engineering, Elsevier, 2015.

•   Almeida, J.P.A., Guizzardi, G., Sales, T.P., Falbo, R.A., "gUFO: A Lightweight Implementation of the Unified Foundational Ontology (UFO)", Technical
    Report, 2020.

•   Guizzardi, G., Fonseca, C., Almeida, J.P., Sales, T.P., Benevides, A.B., Porello, D., Types and Taxonomic Structures in Conceptual Modeling: A Novel
    Ontological Theory and Engineering Support, Data & Knowledge Engineering, Elsevier (accepted, forthcoming, 2021).

•   Guizzardi, G., Sales, T.P., Almeida, J.P., Poels, G., Relational Contexts and Conceptual Model Clustering, 13th IFIP WG 8.1 working conference on
    the Practice of Enterprise Modelling (PoEM 2020), Riga, 2020.

•   Guizzardi, G., Figueredo, G., Hedblom, M., Poels, G., Ontology-Based Model Abstraction, IEEE 13th International Conference on Research
    Challenges in Information Science (RCIS 2019), Brussels, Belgium, 2019.

•   Guizzardi, G.; Wagner, G.; Guarino, N.; van Sinderen, M., An Ontologically Well-Founded Profile for UML Conceptual Models, 16th International
    Conference on Advances in Information Systems Engineering (CAiSE), Latvia, 2004.Springer-Verlag, Berlin, Lecture Notes in Computer Science
gguizzardi@unibz.it
g.guizzardi@utwente.nl
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