Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis...

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Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis [email protected]

Transcript of Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis...

Page 1: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

Toward Using Ontologies to Reason About Disagreeing

Taxonomic Experts

Dave ThauUC Davis

[email protected]

Page 2: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

[email protected] NeSC RDF Workshop June 8, 2006 2/25

Why Did The Chicken Cross The Road?

• To get to the other side.

• To boldly go where no chicken has gone before.

• To prove it could never reach the other side.

• Chickens, over great periods of time, have been naturally selected so that they are now predisposed to cross roads.

Zeno of Elea

Page 3: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

[email protected] NeSC RDF Workshop June 8, 2006 3/25

Why did the taxonomistscross the road?

So they couldproperlyidentify the chicken

Page 4: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Overview

• Quick primer on taxonomy

• Some types of disagreements between experts

• Problems this causes

• Using an ontology to represent taxonomic opinions

• Using the ontology to compare experts’ theories

Page 5: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Linnaean Taxonomy Basics

Ranks: kingdom, phylum, class, order, family, genus, species, variety (and others!)

Canidae

CanisVulpes Nyctereutes

Canis familiaris

Family Rank

Genus Rank

Species Rank Canis lupus Canis latrans

Page 6: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Things you may not know

• There is no big list of all the known species in the world

• This is partly because people don’t agree on the definitions of the species, genera, etc.

• Estimates are that 6% of the known taxa are changed every year

• This has been going on since Linnaeus published his classification scheme in 1735

Page 7: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Ranunculusaquatilis

R.a. varaquatilis

R.a. vardiffusus

R.a. varhispidulus

FNA-03, 1997

Ranunculusaquatilis

R.a. varcapillaceus

Benson, 1948

Types of Disagreement: The Basics

R.a. varcalvescens

This results in 512 (more than 240 million) possible sets of relationships.

B

A

A BA B

BA

A overlap B

BA

A disjoint B

B

A

A B

Page 8: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Types of Disagreement -Splitting and Lumping

Ranunculusflammula

R.f. vargenuiinus

R.f. varovalis

Benson, 1948

Ranunculusflammula

R.f. varfiliformis

Kartesz, 2004

Peet, 2005: B.1948:R.flammula is congruent to K.2004:R.flammula B.1948:R.f. genuiinus is included in K.2004:R.f.flammula B.1948:R.f.ovalis is included in K.2004:R.flammulaB.1948:R.f.filifomis is congruent to K.2004:R.f.filiformis

R.f. varfiliformis

R.f. varflammula

Page 9: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Ranunculusglaberrimus

R.g. varreconditus

R.g. varellipticus

R.g. vartypicus

Benson, 1948

Ranunculusglaberrimus

R.g. varellipticu

s

R.g. varglaberrimus

Kartesz, 2004

Types of Disagreement – Differing Extents

Peet, 2005: B.1948:R. glaberriums contains K.2004:R. glaberrimus B.1948:R.g.ellipticus is congruent to K.2004:R.g.ellipticusB.1948:R.g.typicus is congruent to K.2004:R.h.blaberrimusB.1948:R.g.reconditus is congruent to K.2004:R.tritenatus

Page 10: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Impact on Data Analysis

• Can’t find data– If A B, a search on A should retrieve B

• Can’t aggregate data– If B A, you should be able to combine data

from B into A

Page 11: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

[email protected] NeSC RDF Workshop June 8, 2006 11/25

What to do in case of conflicting experts?

• Just listen to one expert you like

• Pick an expert you like and everyone who agrees with this expert (and each other)

• Choose experts who form the largest set of agreeing experts

• Choose experts whose opinions encompass the smallest or largest number of taxa

Page 12: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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How can we find out which experts agree?

• Represent taxonomy using logic

• Use the logic to determine relations between expert opinions (theories)– Two theories may conflict– Two theories may be equivalent– One theory may encompass another

Page 13: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Representation Details

• Based on the Taxon Concept Schema (TCS)

• Represented using Description Logic–(OWL DL)

Page 14: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Example Ontology

Specimen Ranunculus (Kartesz, 2004)

hasSpecies

Ranunculus glaberrimus (Kartesz, 2004)

Things in the species Ranunculus glaberrimus

Things in the genus Ranunculus

Taxon Taxon Description

hasGenus

Page 15: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Fundamental Assumptions

• Each Taxa class has at least one instance

• Each Taxa class is defined as the union of its subclasses

• A class’s subclasses are defined to be mutually disjoint

Page 16: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Questions Ontology Can Answer

• Find the subclasses of a class

• Make sure the taxonomy is consistent

• See if two classes are equivalent

• Can also use it to compare expert opinions

Page 17: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Compatible Theories

• A theory is one expert’s set of classes and relations and all they imply.

• A set of theories is compatible if – Each theory is consistent and– The correspondences between classes in the

theories do not cause inconsistency.

Page 18: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Ranunculushydrocharoides

R.h. varnatans

R.h. varstolonifer

R.h. vartypicus

Benson, 1948

Ranunculushydrocharoides

R.h. varstolonife

r

R.h. vartypicus

Kartesz, 2004

Example Incompatibility

Peet, 2005: B.1948:R.h.stolonifer is congruent to K.2004:R.h.stoloniferB.1948:R.h.typicus is congruent to K.2004:R.h.typicusB.1948:R. hydrocharoides is congruent to K.2004:R. hydrocharoides

Page 19: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Example Incompatibility

Peet, 2005: B.1948:R. macranthus contains K.2004: R. petiolarisB.1948:R. petiolaris is contained by K. petiolaris

Ranunculuspetiolaris

Benson, 1948

Ranunculuspetiolaris

Kartesz, 2004

Ranunculus Ranunculus

Ranunculusmacranthus

B.48:R. petiolaris K.04:R. petiolaris B.48:R. macranthus contradictsB.48:R. macranthus and B.48:R. petiolaris are disjoint.

Page 20: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Inferring Unstated Correspondences

Ranunculusarizonicus

R.a. varchihuahua

R.a. vartypicus

Benson, 1948

Ranunculusarizonicus

Kartesz, 2004

Peet, 2005: B.1948:R.a.typicus is included in K.2004:R. arizonicusB.1948:R. arizonicus is congruent to K.2004:R. arizonicus

Page 21: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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• Given two compatible theories, T and T’:

– The theories are equivalent if each class in theory T is equivalent to one class in T’ (and vice versa).

– T is smaller than ( ) T’ if each class in T either equals or is contained by a class in T’.

Comparing Theories

Page 22: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Example of Theory Ordering

A

B C D

A

B C

A

B C E

T1 T2 T3

T1 T2 T3

Page 23: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Whom to believe?

• Just listen to one expert you like– Easy! Don’t need any reasoning

• Pick an expert you like and everyone who can agree with this expert– Choose all experts with theories equivalent to the expert you like

• Choose experts who form the largest set of agreeing experts– Find largest equivalence class

• Choose experts whose opinions form the smallest or largest number of taxa– Bigger theories account for more taxa

Page 24: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Future Work

• Vetting the ontology

• Adding ‘intelligence’ to tools which build correspondences

• Implementing authority picker in a workflow system

• Efficient algorithm for determining theory hierarchy

Page 25: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

[email protected] NeSC RDF Workshop June 8, 2006 25/25

Thanks! Questions?

• I’d like to acknowledge:– Bertram Ludäscher, Shawn Bowers, Serguei Krivov,

Richard Waldinger for many discussions on this topic.– Jessie Kennedy, Robert Kukla, Trevor Patterson,

Martin Graham for their work on the Taxon Concept Schema

– Bob Peet for the Ranunculus data set– Kirsten Menger-Anderson for Chicken Drawing– NSF, under SEEK awards 0225676, 0225665,

0225635, and 0533368

Page 26: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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R. aquatilis R. trichophyllus

Where In Greece Can I Find Ranunculus aquatilis?

Page 27: Toward Using Ontologies to Reason About Disagreeing Taxonomic Experts Dave Thau UC Davis thau@learningsite.com.

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Beginnings of Biological Taxonomy

• Egypt, 1500 BC: Ebers medical papyrus, classification of medical plants

• Greece, 300 BC: Aristotle and Theophrastus

• China, 200 BC: Erh-ya dictionary (second century BC)