OntologySummit2010 Communique

= OntologySummit2010 Communiqué: Creating the Ontologists of the Future =


 * Version: 1.0.0 was adopted and released on 16-March-2010 2:38pm EDT / Gaithersburg, Maryland, USA.
 * Current Version: 1.0.05
 * this version has been last edited by FabianNeuhaus / 2010.03.23

Lead Editors: FabianNeuhaus & BarrySmith

Co-Editors: ElizabethFlorescu, AntonyGalton, MichaelGruninger, NicolaGuarino, LeoObrst, ArturoSanchez, AmandaVizedom, and PeterYim

Summary
'''Increasingly, major national and international projects and systems centered on ontology technology are being developed and deployed by governments and by scientific and commercial organizations. This brings a growing need for ontology expertise and thus for new methods and organizations for the education and training of ontologists. The goal of the Ontology Summit 2010 was to develop a strategy for the education of ontologists. To achieve this goal we studied how ontologists are currently trained, the requirements by organizations that hire ontologists, and developments that might impact the training of ontologists in the future. '''

 The main findings and results of the Ontology Summit 2010 are:


 * 1)  There is already a large demand for trained ontologists, and the demand is expected to increase as ontology-based technologies become more successful and as the quantities and number of different types of data continues to expand. 
 * 2)  There are very few formal training opportunities for ontologists, and they often do not meet the needs of trainees or of those who would hire them. 
 * 3)  Organizations that want to hire ontologists often have difficulties in identifying qualified candidates since there are so few formal qualifications in ontology, and there is no professional organization that certifies ontologists. 

''' We developed recommendations for the body of knowledge that should be taught and the skills that should be developed by future ontologists; these recommendations are intended as guidelines for institutions and organizations that may consider establishing a program for training ontologists. Further, we recommend a number of specific actions for the community to pursue as a follow-up to the Ontology Summit 2010 that will improve the education of ontologists. '''

Introduction
Currently, data and information are often siloed, reflecting the fact that these have been collected in ways designed to address narrowly tailored local needs and in the context of specific applications. As a result data is difficult to reuse for new purposes; different bodies of data do not cumulate; and possible benefits of data integration are lost.

Applied ontology is designed to counteract these effects by creating so-called 'ontologies' that are designed to facilitate more effective information exchange through machine-interpretable representations of reality of more global validity and scope. To this end, applied ontologists develop the theories, methods and formal tools to support the creation, use and evaluation of ontologies.

Ontologies play a central role in the Semantic Web, the Linked Data movement, and in many other technological developments, for example in the areas of semantic services and the semantic enterprise. A variety of ontology-based approaches, loosely grouped under the heading 'semantic interoperability', have come to the fore as potential solutions to critical interoperability problems. Further, technologies that incorporate and rely on ontologies are used to increase transparency both within and across organizations, and to enhance communication not only between computers but also between human beings.

Major national and international ontology projects have been initiated by governmental, scientific and industrial organizations, for example to support exchange of information across scientific, organizational or linguistic boundaries. But the success of such efforts depends on the availability of well-trained ontologists, capable of designing and building the needed representations and of supporting their successful implementation and resultant integration of data and information.

It is already clear that the resultant need for persons with ontology expertise goes far beyond the current availability of appropriately trained personnel. Organizations seeking to hire ontologists often face difficulties in identifying qualified candidates since there is no professional organization that certifies ontologists and very few educational institutions that offer formal education and training in ontology.

Enhanced training of ontologists would at the same time provide a developing body of knowledge not only concerning the techniques of ontology but also concerning important successes and failures. In this way, it would help those working in semantic technology and related fields to recognize where ontology can be successfully used, and at the same time to avoid a variety of characteristic errors -- and resultant project failures -- that have affected ontology initiatives in recent years.

To work effectively, the ontologist must command a specific set of skills, and it is important to examine how formal education and training can help us both to meet the increasing demand for those who have these skills, and to enable project managers to distinguish qualified ontologists from those who simply claim the title.

The goal of the 2010 Ontology Summit was to develop a strategy for a more coherent approach to the education and training of ontologists. Our work builds on the results of previous Ontology Summits (http://ontolog.cim3.net/cgi-bin/wiki.pl?OntologySummit). To achieve our goals we conducted two surveys, a Delphi study, and several panel discussions to address the following questions:


 * 1) How are ontologists currently trained?
 * 2) What abilities do ontologists consider as necessary for their work?
 * 3) What do employers expect from individuals that are hired as ontologists?
 * 4) What are the developments that might impact the training of ontologists in the future?

The responses to these and related questions allowed us to identify a number of different career paths for ontologists as well as the associated knowledge and skills. On this foundation we developed recommendations for the content that should be taught to future ontologists. In the following we will present the results of our findings as well as our recommendations.

Current State of Training -- Opportunities, Requirements, Expected Developments
Our key findings are:


 * The demand for ontologists is expected to rise considerably. There is general consensus from the panel of experts that ontology-enabled applications and tools will become ever more widely used in the coming years. The general consensus is that a correspondingly large number of people with adequate ontology education and training will be needed to the tune of 5% of information systems and software engineering professionals, in the 5~10 year time frame.


 * There is a large gap between education needs and education availability. Based on the surveys we conducted, only one academic program was identified as devoted to education in applied ontology (a master's program at the University of Buffalo). In addition, we identified 21 programs that offer ontology-centered courses. These are typically masters-level courses that form part of computing programs. The institutions that have been identified as offering at least one course with partial coverage of ontology are located in Belgium, Brazil, Germany, Iran, Italy, Japan, Netherlands, UK, and USA. These results show that some students (mainly in computer science programs) have some exposure to ontology; and that interest in ontology is not restricted to a particular geographic region. However, the main result is that there exists only one academic program devoted to the training of ontologists. As a result, most of those who might consider an ontology career currently have formal training in other fields and must therefore resort to on-the-job or self-directed training in ontology.


 * Significant demand for training opportunities for working professionals. We found that most training opportunities exist within academic degree programs -- for example, ontology courses within computer science curricula. However, there is substantial demand for training outside of such contexts, including single courses, professional certification programs, hands-on training with or without certification, and familiarization courses as short as one week. This demand is perhaps best interpreted in conjunction with the fact that the majority of respondents who expressed an interest in training already have some level of familiarity with ontology and indicate that their interest in the field grows out of their current work.


 * Available training opportunities for professionals do not meet needs. Logic and formal semantics are identified as a requirement for ontologists by potential employers, evaluators, working ontologists, and potential trainees. Typically, these subjects are covered in academic programs, however, they are not included in shorter-duration training programs offered to working professionals.  There is therefore a significant need for more substantial training programs, delivering not just familiarity but also technical competence, offered in a way that makes them accessible also to those not pursuing an academic degree.


 * Important subjects are absent from existing curricula. Experienced, working ontologists, potential trainees, potential employers, professional collaborators, and senior professionals who manage, lead, evaluate and depend upon ontologists identified a number of important subjects that are largely absent from existing curricula.


 * Ontology is interdisciplinary. The surveyed ontology experts expect ontology education to take place in interdisciplinary programs. Further, they themselves come from a considerable variety of backgrounds, and they consider their non-ontology training as relevant for their ontology-related work.  These results suggest that there is much to be gained by designing curricula that incorporate contributions from multiple disciplines and welcome students from multiple backgrounds, in contrast to focusing more exclusively on just a few feeder fields or departments.


 * Employers cannot easily recognize qualified ontologists. Because of the small number of designated programs for ontologists most people working in the field have no formal qualification in ontology. Further, there does not exist a professional organization that certifies ontologists. Because of the lack of formal qualifications, institutions that intend to hire ontologists often have difficulties in identifying qualified candidates.

More details on the surveys:

Education of ontologists: http://ontolog.cim3.net/cgi-bin/wiki.pl?OntologySummit2010_PresentContent_Synthesis#nid25FP

Requirements for ontologists: http://ontolog.cim3.net/cgi-bin/wiki.pl?OntologySummit2010_PresentRequirements_Synthesis

Future developments: http://ontolog.cim3.net/cgi-bin/wiki.pl?OntologySummit2010_FutureDevelopments_Synthesis#nid25HJ

Recommendations for the training of ontologists
Based on our findings we present a list of the knowledge that a student should be taught and the skills that should be developed in an ontology program. Since ontology is a highly interdisciplinary field, it is unrealistic to expect students to learn everything that might be relevant. For this reason, one could characterize our task as being one of identifying the most important knowledge and skills that an ontologist needs to do his job. How this content should be taught is beyond the scope of this document -- this is something that needs to be decided by each individual educational institution on the basis of available resources. At least some of the content is likely to be covered by existing courses in other programs (e.g., in computer science, information studies, or philosophy). We stress, however, that benefits accrue from the maximal possible degree of coordination and of shared content between those offering ontology training programs.

One challenge in creating recommendations for the education of ontologists is that ontology is a young discipline and thus has as yet no widely agreed upon body of shared knowledge, established methodologies, or a common terminology. Instead, multiple terminologies are used in the different subfields of ontology, ­ for example, deriving from specific programming environments, from database design and the conceptual modeling community, or from traditional philosophical ontology. This is a large obstacle for communication between ontologists and the users of ontologies, and we strongly recommend that all ontologist training programs include terminology survey modules designed to familiarize trainees with these multiple terminologies.

Another challenge is that the careers of ontologists are diverse, as seen from the following examples.

IT-oriented ontologists are actively engaged in the deployment of IT systems involving many components in addition to the ontology itself. For these ontologists it is essential to know how to integrate the ontology into the associated applications. For this purpose ontologists need some background in software engineering, information systems design, system development, object-oriented programming, and data analysis.

Community-oriented ontologists specialize in developing ontologies within a given domain in collaboration with experts from diverse communities. One of their main tasks is to facilitate the resolution of ambiguities in such a way as to build consensus within these communities. To fulfill this role, ontologists need not only to know the scientific area covered by the ontologies (e.g., protein biology or infectious disease), but also need to possess the human-oriented skills that enable them to lead teams of domain experts or to build communities that will support the effective use of ontology resources.

The core knowledge and skills that we list below cover the basics any ontologist will need. They are not of themselves sufficient to support a career as an ontologist; this will require either some additional background in systems development or domain specific knowledge in a relevant application environment.

There is a strong consensus within the community that although much academic knowledge is relevant for ontologists, many important skills cannot be learned from lectures alone. Any education of ontologists has to involve hands-on training in the development and application of ontology. Ideally, academic programs should offer their students the opportunity to gain some of this experience by  participating in projects that apply of  ontologies to the solution of real and complex problems.

In the following, we distinguish between skills (the ability of a student to do something) and knowledge (basic notions grasped). Since skills build on knowledge, they must be taught together. Because the careers of ontologists are diverse, it is not realistic to develop a single curriculum that fits all students. In the following we distinguish between core and elective skills and knowledge. The idea is that any student should be required to gain all of the core and some of the elective skills and knowledge.

Core Skills
 Abilities required for developing, improving ontologies, and applying ontologies: 


 * 1) Clarifying the purpose of a given ontology, understanding potential deployment, performing requirements analysis
 * 2) Analyzing existing legacy models and data that are relevant to a given project
 * 3) Judging what kinds of ontologies are useful for a given problem (including: know when ontologies are not useful)
 * 4) Managing ontologies across their life cycle (requirements analysis and planning, managing a systematic update process, versioning, documentation, help desk ...)
 * 5) Identifying, evaluating and using software tools that support ontology development
 * 6) Choosing the appropriate representation language
 * 7) Choosing the appropriate level of detail
 * 8) Identifying existing content resources (e.g., existing ontologies, terminologies and related resources; relevant data; domain expertise, ontology expertise)
 * 9) Assembling an ontology from reusable modules
 * 10) Using (reading, writing) different representation languages
 * 11) Conducting ontological analysis, that is identifying entities and relationships; formulating definitions and axioms
 * 12) Evaluating and improving ontologies (finding errors via manual term-by-term inspection, solving interoperability problems, decomposing large ontologies into interconnected modules)
 * 13) Documenting ontologies (e.g.,  providing natural language definitions and providing concise explanations for axioms)
 * 14) Working in teams, including those which support the distributed development of ontologies
 * 15) Using at least one modern programming/scripting language

Elective Skills

 * 1) Coordinating ontology development efforts
 * 2) Creating  meaningful visualizations of ontology structure for human beings
 * 3) Training people in the use of ontologies

Core Knowledge

 * 1) The basic terminology of ontology (relation of ontology to knowledge representation, conceptual modeling, data modeling, ...)
 * 2) Theoretical foundations
 * 3) first-order logic, basics of description logic, modal logic, and second-order logic
 * 4) set theory
 * 5) basic notions of philosophical ontology (universals and particulars, mereology, essence and identity, unity and plurality, dependence, change in time...)
 * 6) philosophy of language (the use-mention confusion, sense and reference, speech act theory, ...)
 * 7) knowledge representation, conceptual modeling, data modeling; metadata
 * 8) Representation languages Part 1: RDF, OWL; Common Logic
 * 9) Building and editing ontologies
 * 10) human aspects (application of classification principles, manual auditing,  ...)
 * 11) software tools (Protégé,  ...)
 * 12) addressing interoperability problems among ontologies
 * 13) Ontology evaluation strategies and theories (Ontoclean, ...)
 * 14) Examples of ontologies, illustrating different methodologies
 * 15) upper-level ontologies (BFO, DOLCE, SUMO, ...)
 * 16) mid-level, domain-spanning ontologies (PSL, ...)
 * 17) domain ontologies (GO, Enterprise Ontology, ...)
 * 18) Examples of ontology applications (successes and failures)
 * 19) as controlled vocabularies / standards, to achieve coordination among humans
 * 20) to solve interoperability problems among external data resources
 * 21) reasoning with ontology content
 * 22) improve search and retrieval
 * 23) Natural language processing
 * 24) decision support, situational awareness, information fusion, anomaly detection
 * 25) Ontology and the Web
 * 26) general foundations (URIs, XML, etc.)
 * 27) Semantic Web initiative
 * 28) semantically enhanced publishing, literature annotation, data curation

Elective Knowledge
 Underlying and related disciplines 


 * 1) Advanced logic (modal logic, temporal logic, default logic, ...)
 * 2) Advanced philosophical ontology (mereotopology, tropes, ...)
 * 3) Computer science
 * 4) formal languages, formal machines, computability, complexity
 * 5) automated reasoning
 * 6) database theory
 * 7) artificial intelligence
 * 8) logic programming
 * 9) Linguistics / cognitive sciences
 * 10) distinction between syntax, semantics, and pragmatics
 * 11) natural language processing, natural language generation
 * 12) cognitive theories of categorization

 Supporting tools, technologies and methodologies 


 * 1) Representation languages Part 2 (SWRL, RIF, SKOS; OBO; UML; E-R, IKL, ...)
 * 2) Ontology content acquisition (role of text mining, ...)
 * 3) Achieving ontology interoperability
 * 4) Principles for building ontology repositories
 * 5) Usability and user interface issues (visualization / usability, principles of meaningful arrangement, ...)

 Application domains 

Any domain could be an application domain for ontologists. Ontologies are already used and are being developed for use in many domains, including science, medicine, business, government, military, education and culture.

Towards Better Education and Training of Ontologists
This document identifies the skills and knowledge a student should possess after successfully completing an ontology program. These recommendations are based on extensive studies of the current training situation, the requirements ontologists face, and the developments that might impact the situation of ontologists in the future.

To improve the training situation in applied ontology we recommend the following actions:


 * While the list of requisite knowledge and skills for ontologists above is a valuable first step, it is desirable to describe each knowledge area and each skill in more detail.
 * We recommend the development of a registry, allowing members of the community to add information about ontology-centered educational and training initiatives.
 * We recommend including more ontology-related content into model curricula for computer science (e.g., those of ACM/IEEE http://www.acm.org/education/curricula-recommendations).
 * The requirements survey revealed a surprising non-alignment between the training available to ontologists and the kind of training they need. As the field of ontology continues to evolve and training demand shifts in tandem, we recommend conducting similar surveys at regular intervals. This will enable training providers to ensure that their courses meet the needs of their students.
 * Applied ontology has no accepted body of shared knowledge, techniques, and criteria for evaluation. It is in part for this reason that so few ontology training programs in universities have been developed. We recommend taking advantage of the need for trained ontologists, and thus for improved ontology training, as an argument for investing effort in establishing the requisite shared body of knowledge.
 * We recommend the creation of a wiki to collect descriptions of case studies demonstrating the importance of certain ontology engineering decisions. These might include examples of bad decisions, the problems they caused, the associated costs, and how the problems were corrected.
 * Most importantly, we strongly encourage educational institutions to establish programs that address the growing need for ontologists based on the guidelines set forth in this document.

Endorsement
The above Communiqué has been endorsed by the individuals listed below. Please note that these people made their endorsements as individuals and not as representatives of the organizations they are affiliated with.


 * AmandaVizedom
 * AntonyGalton
 * ArturoSanchez
 * BarrySmith
 * DagobertSoergel
 * DeborahMacPherson
 * DeniseBedford
 * ElizabethFlorescu
 * FabianNeuhaus
 * FrankOlken
 * GaryBergCross
 * GeraldRadack
 * JeffreyAbbott
 * JerrySmith
 * JimDisbrow
 * JohnSowa
 * LeoObrst
 * MarkMusen
 * MichaelGruninger
 * MichaelUschold
 * MichelleRaymond
 * MikeBennett
 * Minna Lanz (IKI, Finland)
 * NicolaGuarino
 * PatrickCassidy
 * PavithraKenjige
 * PeterBrown
 * PeterYim
 * RaviSharma
 * RexBrooks
 * Simon Spero (UNC)
 * StevenRay
 * TerryLongstreth
 * ToddSchneider
 * Vicky Karen (NIST)
 * FinithJernigan
 * MitchKokar
 * BruceBray
 * JoelBender
 * Michael Riben (M.D. Anderson Cancer Center, USA)
 * EdDodds
 * MikeBergman
 * MatthewWest
 * MauricioAlmeida
 * BartGajderowicz
 * KenBaclawski
 * MatthewHettinger
 * TedGordon
 * JerryGlenn
 * BobSmith
 * OlivierBodenreider
 * KenLaskey
 * CecilLynch
 * HowardMason
 * CarolaEschenbach
 * StefanoBorgo
 * JohnBateman
 * Andrew Frank (Vienna University of technology, Austria)
 * CameronRoss
 * JulitaBermejoAlonso
 * JackPark
 * PierreGrenon
 * AliHashemi
 * BillHogan
 * RiichiroMizoguchi
 * LaureVieu
 * DougHolmes
 * PeteNielsen
 * Sharon Stern (Thetus, USA)
 * Gian Piero Zarri (Université Paris-Est, France)
 * GeorgeStrawn
 * Werner Kuhn (University of Muenster, Germany)
 * Tomi Kauppinen (University of Muenster, Germany)
 * Carlos Toro (VICOMTech, Spain)
 * Sameera Abar (Tohoku University, Japan)
 * Alexandra Galatescu (National Institute for R&D in Informatics, Bucharest, Romania)
 * MariaKeet
 * Maria Luiza Machado Campos (DCC/IM/UFRJ, Brazil)
 * Carlo Penco (Universita' Degli Studi di Genoa, Italy)
 * Ivan Jureta (Facultés Universitaires Notre-Dame de la Paix, Belgium)
 * AlanRuttenberg
 * Krzysztof Janowicz (Pennsylvania State University, USA)
 * PatHayes
 * JoanneLuciano
 * Jaimie Murdock (Indiana University, USA)
 * Ludger Jansen (University of Rostock, Germany)
 * EricLindahl
 * GiancarloGuizzardi
 * Oliver Kutz (University of Bremen, Germany)
 * VladTanasescu
 * Martin Kuiper (Norwegian University of Science and Technology, Norway)
 * FrankLoebe (University of Leipzig, Germany)
 * NancyWiegand

An open invitation was made to the community at large by the co-organizers of this Summit for endorsements to this Communiqué after the document was finalized at the OntologySummit2010_Symposium on 16-Mar-2010. We thank all individuals listed above, who have confirmed their endorsements in writing, before the solicitation was closed 16-April-2010.


 * a pdf version of this Communique (as published in the "Applied Ontology" Journal) can be downloaded here.


 * see working draft at: /Draft

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