Intensive course :
Ontological Foundations for Conceptual Modeling with Applications

(Modern Approaches to the Information Systems Development)



Professor:

Dr. Giancarlo Guizzardi - http://www.loa-cnr.it/Guizzardi/

Laboratory for Applied Ontology (LOA),

Institute Cognitive Science and Technology (ISTC),

National Research Council (CNR)

Trento, Italy

&

Ontologies and Conceptual Modeling Research Group (NeO)

Computer Science Department,

Federal University of Espírito Santo, Vitória, Brazil

 

Duration: 20 hours

Presentation - Day 1
Presentation - Day 2
Presentation - Day 3
Presentation - Day 4
Presentation - Day 5
 

Short Description:

The main objective of this course is to introduce graduate students to the theory and practice of advanced conceptual modeling through the application of a new emerging discipline named Ontology Driven Conceptual Modeling.

 

Conceptual Modeling is a discipline of great importance to several areas in Computer Science. Its main objective is concerned with identifying, analyzing and describing the essential concepts and constraints of a universe of discourse, with the help of a (diagrammatic) modeling language that is based on a set of basic modeling concepts (forming a metamodel). In this course, we show how conceptual modeling languages (e.g., UML, ORM, EER) can be evaluated and (re)designed with the purpose of improving their ontological adequacy. In simple terms, ontological adequacy is a measure of how truthful the models produced using a modeling language are to the situations in the reality they are supposed to represent, and how easy is for users use these models for communicating, domain learning and problem-solving.

 

The course starts by proposing a systematic evaluation method for comparing a metamodel of the concepts underlying a language to a reference ontology of the corresponding domain in reality. The focus is on general conceptual modeling languages (as opposed to domain specific ones). Hence, the reference ontology employed here is a foundational (or upper-level) ontology. Moreover, since, it focuses on structural modeling aspects (as opposed to dynamic ones), this foundational ontology is an ontology of objects, their properties and relations, their parts, the roles they play, and the types they instantiate.

 

The foundational ontology presented in this course has been developed by adapting and extending a number of theories coming, primarily, from formal ontology in philosophy, but also from cognitive science and linguistics. Once developed, every sub-theory of the ontology is used in the creation of methodological tools (e.g., modeling profiles, guidelines and design patterns). The expressiveness and relevance of these tools are shown throughout the course to solve some classical and recurrent conceptual modeling problems.


Bibliography:

 

Mandatory Material

Ontological Foundations for Structural Conceptual Models”, Telematica Instituut Fundamental Research Series No. 15, ISBN 90-75176-81-3, The Netherlands, 2005.

Downloadable from

https://doc.telin.nl/dscgi/ds.py/Get/File- 55835/Ontological_Foundations_for_Structural_Conceptual_Models.pdf

 

Additional Material

(all papers downloadable from http://www.loa-cnr.it/Guizzardi/Education.htm)

 
Guizzardi, G., Modal Aspects of Object Types and Part-Whole Relations and the de re/de dicto distinction, 19th International Conference on Advanced Information Systems Engineering (CAISE’07), Trondheim, 2007, Lecture Notes in Computer Science 4495, Springer-Verlag.

 Guizzardi, G., On Ontology, ontologies, Conceptualizations, Modeling Languages, and (Meta)Models, Frontiers in Artificial Intelligence and Applications, Databases and Information Systems IV, Olegas Vasilecas, Johan Edler, Albertas Caplinskas (Editors), ISBN 978-1-58603-640-8, IOS Press, Amsterdam, 2007.

 Dockhorn, P.; Guizzardi, G.; Almeida, J.P.A.; Ferreira Pires, L.; van Sinderen, M. “Situations in Conceptual Modeling of Context”, Proceedings of the IEEE EDOC 2nd International Workshop on Vocabularies, Ontologies and Rules for The Enterprise (VORTE’06), Hong Kong, 2006.

 Guizzardi, G. “The Role of Foundational Ontology for Conceptual Modeling and Domain Ontology Representation”, Companion Paper for the Invited Keynote Speech, 7th International Baltic Conference on Databases and Information Systems, Vilnius, Lithuania, 2006.

 Guizzardi, G.; Wagner, G. “Towards Ontological Foundations for Agent Modeling Concepts using UFO”, Agent-Oriented Information Systems (AOIS), selected revised papers of the Sixth International Bi-Conference Workshop on Agent-Oriented Information Systems. Lecture Notes on Artificial Intelligence (LNAI) 3508, Springer-Verlag, 2005, ISBN 3-540-25911-2.

 Guizzardi, G.; Wagner, G. “Some Applications of a Unified Foundational Ontology in Business Modeling”, Ontologies and Business Systems Analysis, Michael Rosemann and Peter Green (Eds.), IDEA Publisher, 2005.


Topics to be Covered:

 
DAY 1

Introduction

A.1 Background

A.2 Motivation

A.3 Objectives

A.4 Scope

A.5 Approach and Structure

Language Evaluation and Design

B.1 Elements of Language Design

B.2 A Framework for Language Evaluation and (Re)Design

B.3 Conceptualization and Ontology

B.4 What is Conceptual Modeling? - A brief Historical Overview

B.5 Conceptual Modeling Languages: Domain-Specific x General Purpose


DAY 2

Ontology

A.1 Ontology in Philosophy

A.2 Ontology in Computer and Information Sciences

A.3 Terminological Clarifications and Formal Characterizations

A.4 Ontology, Conceptual Modeling and Metamodelling

A.5 The criteria for an Ontologically Well-Founded Conceptual Modeling Language (and why The Semantic Web languages do not satisfy them)

A.6 Designing an Ontologically Well-Founded Conceptual Modeling Language: The Approach

A.7 Ontology-Based Semantics and Language Comparability

Types and Taxonomic Structures

B.1 Theory of Types: Philosophical and Psychological Foundations

B.2 An Ontologically Well-Founded Profile for modeling types and their taxonomic relations in Conceptual Modeling            

B.3 Psychological Evidence

B.4 Formal Characterization

B.5 An Ontological Design Pattern for Role Modeling

B.6 Examples of use of this Design Pattern

 

DAY 3

Parts and Wholes

A.1 Formal Theories of Parts

A.2 Problems with Mereology as a Theory of Conceptual Parts

A.3 Integral Wholes

A.4 Secondary Properties of Part-Whole relations

A.5 Part-Whole Theories in Linguistics and Cognitive Sciences

A.6 The Problem of Transitivity Revisited

A.7 Parts of Roles

Properties

B.1 The Problem of Universals

B.2 Basic Ontological Categories

B.3 An Ontological Foundation for Conceptual Modeling most Basic Concepts

B.4 Qua Individuals and some Visual Patterns for Addressing the Problem of Transitivity in Complex Part-Whole relations

B.5 Qua Individuals and The Counting Problem

 

DAY 4

OntoUML: Designing complete Ontologically Well-Founded version of UML for Structural Conceptual Models

A.1 The Unified Modeling Language 2.0

A.2 Applying the Theories Developed up to that point to Re-Design the UML

2.0 Metamodel

How OntoUML can help to solve semantic interoperability problems in the Semantic Web Extensions and Other Applications of that theory

C.1 Agent-Oriented Modeling

C.2 Enterprise Modeling

C.3 Context-Aware Computing

C.4 Recommender Systems

 

DAY 5

A.1 Assignment and Group Discussions

A.2 Final Considerations