the state of the nation for ontology development

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http://www.cs.manchester.ac.uk/our- research/ Robert Stevens School of Computer Science University of Manchester Oxford Road Manchester United Kingdom M13 9PL [email protected] The state of the Nation for Ontology Development

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Invited talk at European Ontology Network (EUON) 2014 Ontologies are now quite big, both literally and metaphorically. They have become central resources in disciplines such as biology, medicine, healthcare and others. Such developments rely on people, tools and methods to deliver ontologies that do the desired job, on-time and on-budget. In this talk I wil ask the question of whether the tools and methods we have are capable of doing what is necessary to deliver robust and maintainable ontologies. To explore this question I will borro from the Capability Maturity Model used to assess the capabilities of institutions to deliver software projects. Instead of institutional assessment, I will bend the CCM to the discipline of ontology engineering. The levels of the CMM range from the ad hoc to one where metrics are used to monitor and adjust ontology development. In this talk I will use some audience participation to gather views on ontology engineering maturity level and then deliver my own view of that maturity.

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Page 1: The state of the nation for ontology development

http://www.cs.manchester.ac.uk/our-research/

Robert StevensSchool of Computer Science

University of ManchesterOxford RoadManchester

United KingdomM13 9PL

[email protected]

The state of the Nation for Ontology Development

Page 2: The state of the nation for ontology development

What’s the state of ontology development?

Ontologies are fairly well established as supports to information systems

We have KR languages like OWL that are widely used

We have at least one well established OWL API

We have varieties of tools that are research outcomes

We have lots of opinions on development processes

How mature are we as an engineering discipline and what does it say about where to go next?

Page 3: The state of the nation for ontology development

What is maturity?

The term "maturity" relates to the degree of formality and optimization of processes, from ad hoc practices, to formally defined steps, to managed result metrics, to active optimization of the processes

http://en.wikipedia.org/wiki/Capability_Maturity_Model

Page 4: The state of the nation for ontology development

What is maturity?

Immaturity: Ad hoc, firefighting, improvisation, lack of rigorous process management; lack of objective measures of product quality

Maturity: Organisation wide processes for managing software development and processes; processes are defined and accord with how work is done; there is communication and training; processes are monitored, analysed and updated in response

True maturity is when we no longer have heroics and value judgement and work from an evidence base

Page 5: The state of the nation for ontology development

Moving from oral to fixed history

Oral history

Fixed history

Page 6: The state of the nation for ontology development

The Capability Maturity Model

The Capability Maturity Model (CMM – now CMMI) is used to assess the capabilities of institutions that deliver (or not) software products

Developed by the Software Engineering Institute

Can we assess the maturity of ontology development as a discipline rather than as institutions?

Page 7: The state of the nation for ontology development

A spectrum of maturity

Ad hoc and heroics

Repeatable processes

Defined processes and training

Quantitatively managed

Optimised processes

1

2

3

45

Page 8: The state of the nation for ontology development

Bits of the CMM

Maturity levels – From ad hoc to metric, analysis and managed change

Key process areas – A set of related activities that when performed together achieve a goal

Goals – the features of a key process area that must exist for that area to have been implemented in an effective and persistent manner

Common features – Commitment and ability to perform, activities performed, measurement, analysis and verification

Key practices – the infrastructure and practices that contribute to the implementation of the area of activity

Page 9: The state of the nation for ontology development

Software maturity levels and their key process areas

Initial

• None

Repeatable

• Requirements Management

• Software Project Planning

• Software Project Tracking and Oversight

• Software Subcontract Management

• Software Quality Assurance

• Software Configuration Management

Defined

• Organization Process Focus

• Organization Process Definition

• Training Program

• Integrated Software Management

• Software Product Engineering

• Intergroup Coordination

• Peer Reviews

Managed

• Quantitative Process Management

• Software Quality Management

Optimizing

• Defect Prevention

• Technology Change Management

• Process Change Management

Page 10: The state of the nation for ontology development

A level 3 key process area

Software Product

Engineering

Analysis

Design

Coding

Testing

Documentation

Page 11: The state of the nation for ontology development

Metrics for key process areas

Requirements Management

KPA

Requirement status

Requirements management

Requirements stability

has metrics for

has metric

s for

has metrics for

Page 12: The state of the nation for ontology development

Can We Apply this to a Discipline?

The CMM looks at maturity in an organisation

It looks at the processes and their management (in its broadest sense)

A key is to have common practices in that organisation

There has to be something to manage

For a discipline we don’t need one common practice to be in place

…, but we do need common, replicable practices to exist

The question is, are we capable of being mature?

Page 13: The state of the nation for ontology development

What maturity doesn’t mean

Everyone in the discipline does the same things the same way We don’t all need to use the same methods

But we do need to make those methods repeatable

This can be done for as many styles of ontology development as we see fit

Being level one doesn’t mean a decent ontology cannot be made

Page 14: The state of the nation for ontology development

How to make a set of ontology development CMM process areas

Initial

• None

Repeatable

• Requirements Management

• Ontology Project Planning

• Ontology Project Tracking and Oversight

• Ontology Subcontract Management

• Ontology Quality Assurance

• Ontology Configuration Management

Defined

• Organization Process Focus

• Organization Process Definition

• Training Program

• Integrated Ontology Management

• Ontology Product Engineering

• Intergroup Coordination

• Peer Reviews

Managed

• Quantitative Process Management

• Ontology Quality Management

Optimizing

• Defect Prevention

• Technology Change Management

• Process Change ManagementWell, it's not really that easy

Page 15: The state of the nation for ontology development

A level 3 key process area for ontology development

Ontology Product

Engineering

Analysis

Design

Coding

Testing

Documentation

Page 16: The state of the nation for ontology development

A collection of ontology development practices

Knowledge gathering and requirements

• Specification • Knowledge

Acquisition • Elicitation

Modelling and implementatio

n

• Conceptualis. • Formalization • Enrichment • Update • Repair • Reuse • Integration

Testing

• Evaluation • Quality

Assurance • Assessment • Verification

Development process

management

• Configuration Management control

• Versioning • Documentation

Do we know how to do these, let alone manage them?

Page 17: The state of the nation for ontology development

How mature is the ontology development discipline?

Still too much ad hoc and heroics in the discipline

Can still produce good ontologies, but…

We have parts of the infrastructure (technology readiness level?)

We have some of the defined processes

Not much in the way of metrics

We’ve come a long way, but…

Page 18: The state of the nation for ontology development

What should happen next?

We can transfer a lot from software engineering

But we need to know more about what needs to be done and how it is done – and then make the tools to support it

Then we can manage it

Increased sociotechnical understanding of the development processes for ontologies

Tool support for those processes

The ability to measure more and to depend on value judgements less

Page 19: The state of the nation for ontology development

Acknowledgements

Nico Matentzoglu did the pictures

Misconceptions of the capability Maturity Model, Karl E. Wiegers at www.processimpact.com

Capability Maturity Model for Software, Version 1.1. Mark C. Paulk, Bill. Curtis, Mary Beth Chrissis, Charles V. Weber

Towards a glossary of activities in the ontology engineering field MC Suárez-Figueroa, A Gómez-Pérez