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Contents
1 Introduction page 1
1.1 What are DLs and where do they come from? 1
1.2 What are they good for and how are they used? 3
1.3 A brief history of description logic 4
1.4 How to use this book 7
2 A Basic Description Logic 10
2.1 The concept language of the DL ALC 10
2.2 ALC knowledge bases 16
2.2.1 ALC TBoxes 17
2.2.2 ALC ABoxes 19
2.2.3 Restricted TBoxes and concept definitions 23
2.3 Basic reasoning problems and services 28
2.4 Using reasoning services 36
2.5 Extensions of the basic DL ALC 37
2.5.1 Inverse roles 37
2.5.2 Number restrictions 39
2.5.3 Nominals 41
2.5.4 Role hierarchies 42
2.5.5 Transitive roles 42
2.6 DLs and other logics 44
2.6.1 DLs as decidable fragments of first-order logic 44
2.6.2 DLs as cousins of modal logic 46
2.7 Historical context and literature review 48
3 A Little Bit of Model Theory 50
3.1 Bisimulation 51
3.2 Expressive power 53
3.3 Closure under disjoint union 55
v
vi Contents
3.4 Finite model property 57
3.5 Tree model property 63
3.6 Historical context and literature review 67
4 Reasoning in DLs with Tableau Algorithms 69
4.1 Tableau basics 70
4.2 A tableau algorithm for ALC 71
4.2.1 ABox consistency 72
4.2.2 Acyclic knowledge base consistency 82
4.2.3 General knowledge base consistency 83
4.3 A tableau algorithm for ALCIN 90
4.3.1 Inverse roles 90
4.3.2 Number restrictions 93
4.3.3 Combining inverse roles and number restrictions 97
4.4 Some implementation issues 101
4.4.1 Or-branching 101
4.4.2 And-branching 103
4.4.3 Classification 104
4.5 Historical context and literature review 104
5 Complexity 106
5.1 Concept satisfiability in ALC 107
5.1.1 Acyclic TBoxes and no TBoxes 108
5.1.2 General TBoxes 117
5.2 Concept satisfiability beyond ALC 123
5.2.1 ALC with inverse roles and nominals 123
5.2.2 Further adding number restrictions 125
5.3 Undecidable extensions of ALC 130
5.3.1 Role value maps 130
5.3.2 Concrete domains 134
5.4 Historical context and literature review 137
6 Reasoning in the EL Family of Description Logics 140
6.1 Subsumption in EL 141
6.1.1 Normalisation 142
6.1.2 The classification procedure 147
6.2 Subsumption in ELI 151
6.2.1 Normalisation 151
6.2.2 The classification procedure 152
6.3 Comparing the two subsumption algorithms 159
6.3.1 Comparing the classification rules 159
6.3.2 A more abstract point of view 162
Contents vii
6.4 Historical context and literature review 165
7 Query Answering 168
7.1 Conjunctive queries and FO queries 169
7.2 FO-rewritability and DL-Lite 174
7.2.1 Introducing DL-Lite 175
7.2.2 Universal models 180
7.2.3 FO-rewritability in DL-Lite 184
7.3 Datalog-rewritability in EL and ELI 192
7.3.1 Fundamentals of Datalog 193
7.3.2 Datalog-rewritings in ELI 195
7.3.3 Short Datalog-rewritings in EL 198
7.4 Complexity aspects 199
7.5 Historical context and literature review 202
8 Ontology Languages and Applications 205
8.1 The OWL ontology language 206
8.1.1 OWL and RDF 206
8.1.2 OWL and SROIQ 209
8.1.3 OWL ontologies 213
8.1.4 Non-DL features 217
8.1.5 OWL profiles 222
8.2 OWL tools and applications 223
8.2.1 The OWL API 223
8.2.2 OWL reasoners 224
8.2.3 Ontology engineering tools 224
8.2.4 OWL applications 225
Appendix: Description Logic Terminology 228
A.1 Syntax and semantics of concept and role constructors 228
A.2 Syntax and semantics of knowledge bases 230
A.3 Naming schemes for description logics 231
References 234
Index 252
1
Introduction
This is, to the best of our knowledge, the first textbook dedicated solely
to Description Logic (DL), a very active research area in logic-based
knowledge representation and reasoning that goes back to the late 1980s
and that has a wide range of applications in knowledge-intensive infor-
mation systems. In this introductory chapter we will sketch what DLs
are, how they are used and where they come from historically. We will
also explain how to use this book.
1
2 Introduction
instance). TBox statements capturing knowledge about a university do-
main might include, e.g., a teacher is a person who teaches a course,
a student is a person who attends a course and students do not teach,
while ABox statements from the same domain might include Mary is a
person, CS600 is a course and Mary teaches CS600. As already men-
tioned, a crucial feature of DLs is that such statements have a formal,
logic-based semantics. In fact the above statements can be rendered as
sentences in first-order logic as follows:
1.2 What are they good for and how are they used?
DL systems have been used in a range of application domains, includ-
ing configuration (e.g., of telecommunications equipment) [MW98], soft-
ware information and documentation systems [DBSB91] and databases
[BCM+ 07], where they have been used to support schema design [CLN98,
BCDG01], schema and data integration [CDGL+ 98b, CDGR99], and
query answering [CDGL98a, CDGL99, HSTT00]. More recently, DLs
4 Introduction
have played a central role in the semantic web [Hor08], where they
have been adopted as the basis for ontology languages such as OWL
[HPSvH03], and its predecessors OIL and DAML+OIL, and DL know-
ledge bases are now often referred to as ontologies. This has resulted
in a more widespread use of DL systems, with applications in fields as
diverse as agriculture [SLL+ 04], astronomy [DeRP06], biology
[RB11, OSRM+ 12], defence [LAF+ 05], education [CBV+ 14], energy
management [CGH+ 13], geography [Goo05], geoscience [RP05], medicine
[CSG05, GZB06, HDG12, TNNM13], oceanography [KHJ+ 15b] and oil
and gas [SLH13, KHJ+ 15a].
In a typical application, the first step will be to determine the relevant
vocabulary of the application domain and then formalise it in a suitable
TBox. This ontology engineering process may be manual or (semi-)
automatic. In either case a DL reasoner is invariably used to check
satisfiability of concepts and consistency of the ontology as a whole. This
reasoner is often integrated in an ontology editing tool such as Protégé
[KFNM04]. Some applications use only a terminological ontology (i.e.,
a TBox), but in others the ontology is subsequently used to structure
and access data in an ABox or even in a database. In the latter case a
DL reasoner will again be used to compute query answers.
The use of DLs in applications throws the above mentioned expres-
sivity versus complexity trade-off into sharp relief. On the one hand,
using a very restricted DL might make it difficult to precisely describe
the concepts needed in the ontology and forces the modelling to remain
at a high level of abstraction; on the other hand, using a highly expres-
sive DL might make it difficult to perform relevant reasoning tasks in a
reasonable amount of time. The OWL ontology language is highly ex-
pressive, and hence also highly intractable; however, the currently used
OWL 2 version of OWL also specifies several profiles, fragments of the
language that are based on less expressive but tractable DLs. We will
discuss OWL and OWL 2 in more detail in Chapter 8.
10
2.1 The concept language of the DL ALC 11
University
offers
about
Person Course Subject
attends
Student
teaches
Teacher
UGC PGC CS Maths
TA
resp.−for
Professor
icates. Concepts are built from concept names and role names (see
below) using the constructors provided by the DL used. The set a
concept represents is called its extension. For example, Person and
Course are concept names, and m is an element in the extension of
Person and c6 is in the extension of Course. To make our life a bit
easier, we often use “is a” as an abbreviation for “is in the extension
of” as, for example, in “m is a Person”.
• Role names stand for binary relations on elements and can be viewed
as binary predicates. If a role r relates one element with another
element, then we call the latter one an r-filler of the former one. For
example, if m teaches c6, then we call c6 a teaches-filler of m.
At the heart of a specific DL, we find a concept language; that is, a formal
language that allows us to build concept descriptions (and role descrip-
tions) from concept names, role names, and possibly other primitives.
For example, Person∃teaches.Course is such a concept description built
from the concept names Person and Course and the role name teaches.
Next, we formalise the exact meaning of these notions.
Definition 2.1 fixes the syntax of ALC concept descriptions; that is,
it allows us to distinguish between expressions that are well formed and
those that are not. For example, ∃r.C and A ∃r.∀s.(E ¬F ) are ALC
concept descriptions, whereas ∃C and ∀s.s are not; in the former case
since ∃C is missing a role name, and in the latter case since s cannot be
both a concept and a role name.
Next, we will introduce some DL parlance and abbreviations. First,
we often use “ALC concept” as an abbreviation of “ALC concept de-
scription” and, if it is clear from the context that we talk about ALC
concepts, we may even drop the ALC and use “concepts” for “ALC
concepts”. Moreover, when clear from the context, C and R are not
mentioned explicitly.
We call
• C I the extension of C in I,
• b ∈ ΔI an r-filler of a in I if (a, b) ∈ rI .
c7 Course
Course et Person
teaches PGC
m teaches teaches
Person c6
Teacher Course
The emperor Julian was struck with a spectre clad in rags, yet
bearing in his hands a horn of plenty, which was covered with a linen
cloth. Thus emblematically attired, the spirit walked mournfully past
the hangings of the apostate’s tent[57].
We may now advert to the superstitious narratives of the middle
ages, which are replete with the notices of similar marvellous
apparitions. When Bruno, the Archbishop of Wirtzburg, a short
period before his sudden death, was sailing with Henry the Third, he
descried a terrific spectre standing upon a rock which overhung the
foaming waters, by whom he was hailed in the following words:
—“Ho! Bishop, I am thy evil genius. Go whether thou choosest, thou
art and shalt be mine. I am not now sent for thee, but soon thou shalt
see me again.” To a spirit commissioned on a similar errand, the
prophetic voice may be probably referred, which was said to have
been heard by John Cameron, the Bishop of Glasgow, immediately
before his decease. He was summoned by it, says Spottiswood, “to
appear before the tribunal of Christ, there to atone for his violence
and oppressions.”
“I shall not pursue the subject of Genii much farther. The notion of
every man being attended by an evil genius, was abandoned much
earlier than the far more agreeable part of the same doctrine, which
taught that, as an antidote to this influence, each individual was also
accompanied by a benignant spirit. “The ministration of angels,” says
a writer in the Athenian oracle, “is certain, but the manner how, is
the knot to be untied.” ’Twas generally thought by the ancient
philosophers, that not only kingdoms had their tutelary guardians,
but that every person had his particular genius, or good angel, to
protect and admonish him by dreams, visions, &c. We read that
Origin, Hierome, Plato, and Empedocles, in Plutarch, were also of
this opinion; and the Jews themselves, as appears by that instance of
Peter’s deliverance out of prison. They believed it could not be Peter,
but his angel. But for the particular attendance of bad angels, we
believe it not; and we must deny it, till it finds better proof than
conjecture.”
Such were the objects of superstitious reverence, derived from the
Pantheon of Greece and Rome, the whole synod of which was
supposed to consist of demons, who were still actively bestirring
themselves to delude mankind. But in the West of Europe, a host of
other demons, far more formidable, were brought into play, who had
their origin in Celtic, Teutonic, and even Eastern fables; and as their
existence, as well as influence, was not only by the early Christians,
but even by the reformers, boldly asserted, it was long before the
rites to which they had been accustomed were totally eradicated.
Thus in Orkney, for instance, it was customary, even during the last
century, for lovers to meet within the pale of a large circle of stones,
which had been dedicated to the chief of the ancient Scandinavian
deities. Through a hole in one of the pillars, the hands of contracting
parties were joined, and the faith they plighted, was named the
promise of Odin, to violate which was infamous. But the influence of
the Dii Majores of the Edda was slight and transient, in comparison
with that of the duergar or dwarfs, who figure away in the same
mythology, and whose origin is thus recited. Odin and his brothers
killed the giant Ymor, from whose wound ran so much blood that all
the families of the earth were drowned, except one that saved himself
on board a bark. These gods then made, of the giant’s bones of his
flesh and his blood, the earth, the waters, and the heavens. But in the
body of the monster, several worms had in the course of putrefaction
been engendered, which, by order of the gods, partook of both
human shape and reason. These little beings possessed the most
delicate figures, and always dwelt in subterraneous caverns or clefts
in the rocks. They were remarkable for their riches, their activity, and
their malevolence[58]. This is the origin of our modern faries, who, at
the present day, are described as a people of small stature, gaily drest
in habiliments of green[59]. They possess material shapes, with the
means, however, of making themselves invisible. They multiply their
species; they have a relish for the same kind of food that affords
sustenance to the human race, and when, for some festal occasion,
they would regale themselves with good beef or mutton, they employ
elf arrows to bring down their victims. At the same time, they delude
the shepherds with the substitution of some vile substance, or
illusory image, possessing the same form as that of the animal they
had taken away. These spirits are much addicted to music, and when
they make their excursions, a most exquisite band of music never
fails to accompany them in their course. They are addicted to the
abstraction of the human species, in whose place they leave
substitutes for living beings, named Changelings, the unearthly
origin of whom is known by their mortal imbecility, or some wasting
disease. When a limb is touched with paralysis, a suspicion often
arises that it has been touched by these spirits, or that, instead of the
sound member, an insensible mass of matter has been substituted in
its place.
In England, the opinions originally entertained relative to the
duergar or dwarfs, have sustained considerable modifications, from
the same attributes being assigned to them as to the Persian peris, an
imaginary race of intelligences, whose offices of benevolence were
opposed to the spightful interference of evil spirits. Whence this
confusion in proper Teutonic mythology has originated, is doubtful;
conjectures have been advanced, that it may be traced to the
intercourse the Crusaders had with the Saracens; and that from
Palestine was imported the corrupted name, derived from the peris,
of faries; for under such a title the duegar of the Edda are now
generally recognized; the malevolent character of the dwarfs being
thus sunk in the opposite qualities of the peris, the fairies. Blessing
became in England, proverbial: “Grant that the sweet fairies may
nightly put money in your shoes, and sweep your house clean.” In
more general terms, the wish denoted, “Peace be to the house[60].
Fairies, for many centuries, have been the objects of spectral
impressions. In the case of a poor woman of Scotland, Alison
Pearson, who suffered for witchcraft in the year 1586, they probably
resulted from some plethoric state of the system, which was followed
by paralysis. Yet, for these illusive images, to which the popular
superstition of the times had given rise, the poor creature was
indicted for holding communication with demons, under which light
fairies were then considered, and burnt at a stake. During her illness,
she was not unfrequently impressed with sleeping and waking
visions, in which she held an intercourse with the queen of the
Elfland and the good neighbours. Occasionally, these capricious
spirits would condescend to afford her bodily relief; at other times,
they would add to the severity of her pains. In such trances or
dreams, she would observe her cousin, Mr. William Sympsoune, of
Stirling, who had been conveyed away to the hills by the fairies, from
whom she received a salve that would cure every disease, and of
which the Archbishop of St. Andrews deigned himself to reap the
benefit. It is said in the indictment against her, that “being in Grange
Muir with some other folke, she, being sick, lay downe; and, when
alone, there came a man to her clad in green, who said to her, if she
would be faithful, he would do her good; but she being feared, cried
out; but nae bodie came to her, so she said, if he came in God’s name,
and for the gude of her soul, it was all well; but he gaed away; he
appeared another tyme like a lustie man, and many men and women
with him—at seeing him she signed herself, and pray and past with
them, and saw them making merrie with pypes, and gude cheir and
wine;—she was carried with them, and when she telled any of these
things, she was sairlie tormented by them, and the first time she gaid
with them, she gat a sair straike frae one of them, which took all the
poustie (power) of her side frae her, and left an ill-far’d mark on her
side.
“She saw the gude neighbours make their saws (salves) with panns
and fyres, and they gathered the herbs before the sun was up, and
they cam verie fearful sometimes to her, and flaire (scared) her very
sair, which made her cry, and threatened they would use her worse
than before; and at last, they tuck away the power of her haile syde
frae her, and made her lye many weeks. Sometimes they would come
and sit by her, and promise that she should never want if she would
be faithful, but if she would speak and telle of them, they would
murther her. Mr. William Sympsoune is with them who healed her,
and telt her all things;—he is a young man, not six yeares older than
herself, and he will appear to her before the court comes;—he told
her he was taken away by them; and he bid her sign herself that she
be not taken away, for the teind of them are tane to hell every
yeare[61].”
Another apparition of a similar kind may be found on the
pamphlet which was published A. D. 1696, under the patronage of
Dr. Fowler, Bishop of Glocester, relative to Ann Jefferies, “who was
fed for six months by a small sort of airy people, called fairies.” There
is every reason to suppose, that this female was either affected with
hysteria, or with that highly excited state of nervous irritability,
which, as I have shewn, gives rise to ecstatic illusions. The account of
her first fit is the only one which relates to the present subject. In the
year 1695, says her historian, “she then being nineteen years of age,
and one day knitting in an arbour in the garden, there came over the
hedges to her (as she affirmed) six persons of small stature, all
clothed in green, and which she called fairies: upon which she was so
frightened, that she fell into a kind of convulsive fit: but when we
found her in this condition, we brought her into the house, and put
her to bed, and took great care of her. As soon as she was recovered
out of the fit, she cries out, ‘they are just gone out of the window;
they are just gone out of the window. Do you not see them?’ And
thus, in the height of her sickness, she would often cry out, and that
with eagerness; which expressions we attributed to her distemper,
supposing her light-headed.” This narrative of the girl seemed highly
interesting to her superstitious neighbours, and she was induced to
relate far more wonderful stories, upon which not the least
dependance can be placed, as the sympathy she excited eventually
induced her to become a rank impostor[62].
But besides fairies, or elves, which formed the subject of many
spectral illusions, a domestic spirit deserves to be mentioned, who
was once held in no small degree of reverence. In most northern
countries of Europe there were few families that were without a
shrewd and knavish sprite, who, in return for the attention or neglect
which he experienced, was known to
——“sometimes labour in the quern,
And bootless make the breathless housewife churn;
And sometimes make the drink to bear no barm!”
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