IDEF5 Method Report
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Information Integration for Concurrent Engineering (IICE) IDEF5 Method Report Prepared for: Armstrong Laboratory AL/HRGA Wright-Patterson Air Force Base, Ohio 45433 Prepared by: Knowledge Based Systems, Inc. 1408 University Drive East College Station, Texas 77840 (409) 260-5274 Revision Date: September 21, 1994 Contract Number: F33615-C-90-0012 Information Integration for Concurrent Engineering (IICE) IDEF5 Method Report This document was prepared by the IDEF5 Method Development Team for the IICE Methods Engineering Thrust. Contributors: Perakath C. Benjamin, Ph.D. Christopher P. Menzel, Ph.D. Richard J. Mayer, Ph.D. Florence Fillion Michael T. Futrell Paula S. deWitte, Ph.D. Madhavi Lingineni Date: September 21, 1994 i Preface This document provides a comprehensive description of the IDEF5 Ontology Description Capture Method. The IDEF5 method was developed under the Information Integration for Concurrent Engineering (IICE) project, F33615-90-C-0012, funded by Armstrong Laboratory, Logistics Research Division, Wright-Patterson Air Force Base, Ohio 45433, under the technical direction of Captain JoAnn Sartor and Mr. James McManus. The prime contractor for IICE is Knowledge Based Systems, Inc. (KBSI), College Station, Texas. The authors wish to acknowledge and extend special thanks to the following people who helped compose this document: Julie Holden James MacDougall Richard McGuire ii Table of Contents Preface ............................................................................................................................................ii Table of Contents ...........................................................................................................................iii List of Figures ...............................................................................................................................vii 1 Executive Summary ............................................................................................................ 1 1.1 Motivations..................................................................................................................2 1.1.1 Motivations for Ontology.................................................................................. 5 1.1.2 Motivations for an Ontology Development Method ......................................... 6 1.2 Benefits of Ontology Development ............................................................................. 7 1.3 Overview of the Report................................................................................................ 7 1.4 The Connection Between IDEF5 and Other Methods ............................................... 10 2 Conceptual Foundations of Ontology................................................................................ 12 2.1 The Nature of Ontological Inquiry............................................................................. 12 2.2 The Central Concepts of Ontology ............................................................................ 13 2.2.1 Kinds ............................................................................................................... 13 2.2.2 Kinds as Distinguished Properties................................................................... 15 2.2.3 Contrasting Properties and Attributes ............................................................. 16 2.2.4 Relations.......................................................................................................... 17 2.2.5 Second-order Properties and Relations ........................................................... 17 2.2.6 Two Ways to Introduce Kinds into an Ontology............................................. 19 2.2.7 Parts, Wholes, and Complex Kinds................................................................. 19 2.2.8 Processes, States, and Process Kinds .............................................................. 20 2.3 Levels of Ontologies.................................................................................................. 21 2.4 On the Need for a Separate Ontology Modeling Method .......................................... 23 3 The IDEF5 Ontology Development Process ..................................................................... 25 3.1 Organize and Define the Project................................................................................ 27 3.1.1 Organize the Project ........................................................................................ 27 3.1.2 Define the Project............................................................................................ 28 3.2 Collect Data ............................................................................................................... 33 3.2.1 Interview Guidelines ....................................................................................... 33 3.2.2 Protocol Analysis ............................................................................................ 35 iii 3.2.3 Data Collection Documents ............................................................................ 35 3.3 Analyze Data.............................................................................................................. 44 3.4 Develop Initial Ontology ........................................................................................... 46 3.4.1 Develop Proto-Concepts ................................................................................. 46 3.4.2 Develop Proto-Kinds....................................................................................... 46 3.4.3 Identify Proto-Characteristics.......................................................................... 48 3.4.4 The Role of IDEF5 Schematics in Ontology Visualization ............................ 50 3.4.5 Using Classification Schematics for Ontology Development......................... 50 3.4.6 Kinds Versus Properties.................................................................................. 51 3.4.7 Coining Terms................................................................................................. 51 3.4.8 Other Guidelines ............................................................................................. 52 3.4.9 Develop Proto-Relations ................................................................................. 53 3.4.10 Role of Relation Schematics in Ontology Development................................. 56 3.4.11 Role of Composition Schematics in Ontology Development ......................... 57 3.5 Refine and Validate Ontology ................................................................................... 58 3.5.1 Kind Refinement Procedure............................................................................ 58 3.5.2 Relation Refinement Procedure ...................................................................... 60 4 The IDEF5 Ontology Languages....................................................................................... 63 4.1 The IDEF5 Schematic Language ............................................................................... 64 4.1.1 The Schematic Language Lexicon .................................................................. 64 4.1.2 IDEF5 Schematics and their Interpretation ..................................................... 66 4.2 The IDEF5 Elaboration Language ........................................................................... 102 4.2.1 Overview ....................................................................................................... 102 4.2.2 Description of the Language ......................................................................... 103 A.1 Classification Relations ........................................................................................... 125 A.1.1 Overview ....................................................................................................... 125 A.1.2 Relation Definition........................................................................................ 126 A.1.3 Relation Characterization ........................................................................................ 127 A.1.3.1 General axioms.............................................................................................. 127 A.1.3.2 Reflexivity..................................................................................................... 128 A.1.3.3 Antisymmetry................................................................................................ 128 A.1.3.4 Transitivity .................................................................................................... 128 A.2 Meronymic Relations ...................................................................................................... 129 A.2.1 Overview ..................................................................................................................... 129 iv A.2.2 Relation Definition .................................................................................................. 129 A.2.3 Relation Characterization ........................................................................................ 131 A.2.3.1 Mutual Exclusivity........................................................................................ 131 A.2.3.2 Irreflexivity.................................................................................................... 132 A.2.3.3 Asymmetry .................................................................................................... 132 A.2.3.4 Transitivity ...................................................................................................