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  • 8/12/2019 COIN D5.2.1b-Information Interoperability Services Specifications M29 V1.0.pdf

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    COIN- Collaboration & Interoperability for Networked EnterprisesProject

    N.216256

    Deliverable D5.2.1b Information Interoperability Services Specifications M29 issue

    Date 30/06/2010

    D5.2.1bInformation Interoperability Services

    SpecificationsM29 issue

    Author: Del Grosso TXT, Taglino CNR, Smith CNR

    Contributors: Del Grosso TXT, Taglino CNR, Smith CNR

    Dissemination: Public

    Contributing to: WP 5.2

    Date: 30.06.2010

    Revision: V1.0

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    TABLE OF CONTENTS

    1. EXECUTIVE SUMMARY 3

    2. INTRODUCTION 4

    2.1. WP 5.2Innovative Information Interoperability Services 42.2. Metrics and Indicators 42.3. Structure of this deliverable 4

    3. INTEROPERABILITY SPACES 5

    4. INNOVATIVE SERVICES FOR SEMANTIC RECONCILIATION 6

    4.1. Semantic Reconciliation Approach 64.2. Semantic Annotation 74.3. Mapping Discovery Service 134.4. Semantic Reconciliation Rule Generation Service 194.5. Source2Target Mediator Generation Service 20

    4.6. Semantic Reconciliation Suite Platform 204.7. State of the Art 21

    5. DATA PAYLOAD INTEROPERABILITY SERVICE 25

    5.1. Updated requirements 255.2. Rules application 255.3. JRuleEngine 265.4. The negotiation process 27

    6. INNOVATIVE SERVICES FOR FEDERATED INTEROPERABILITY 28

    6.1. The COIN approach 286.2. Requested features 28

    7. CONCLUSIONS 29

    8. REFERENCES 30

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    1. Executive Summary

    This deliverable specifies the Innovative Information Interoperability Services (from now on

    IIIS) that will be implemented and tested by month 24 of the COIN project.

    The revised specifications of the IIIS have been defined starting from the results of the

    previous set of services released at month 18.

    Such services have been tested and evaluated by end users and as a result of such process the

    new specifications have been designed.

    The IIIS introduces the concept of Interoperability Space, where three different groups of

    services have been created:

    Innovative Services for Semantic Reconciliation: which start from the results obtained in EU

    Project ATHENA (ATHENA IP 507849) and develop new features to extend and make

    more performing the operation of translation between documents and ontologies.

    Data Payload Interoperability Services: which analyzes and studies new ways to perform

    communication, coordination and exchange of business documents in interoperability spaces

    (1:1, 1:n, n:m communications).

    Innovative Services for Federated Interoperability: which analyzes and studies new ways to

    perform information interoperability in a federated space, where no common reference

    models are available.

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    2. Introduction

    2.1. WP 5.2 Innovative Information Interoperability Services

    SP5 is the COIN subproject which deals with the Enterprise Interoperability(EI) problems.

    The Sub-Project (SP) started with WP5.1 where a baseline of services has been created

    starting from results obtained in past projects.The next steps in SP5 are the analysis and development of the Innovative Services which will

    cover three different fields of Enterprise Interoperability:

    Information Interoperability in WP5.2,

    Knowledge Interoperability in WP5.3, and

    Business Interoperability in WP5.4.

    The aim of WP5.2 is to develop new services which allow to:

    Exchange business documents (BODs) written in UBL (Universal Business Language)

    inside new interoperability spaces, evaluating several possibilities of exchange: 1:1,

    1:n and n:m.Semantically annotate BODs in order to automatically derive the mediation rules

    necessary for the semantic reconciliation of formats and contents.

    Study how to create federated spaces where the business documents can interoperate

    each other without the needs of a common reference models.

    2.2. Metrics and Indicators

    The COIN description of work, as well as deliverable D1.2.1 Quality Assurance Manual,

    report the minimum number of services which must be implemented in the scope of WP5.2 in

    order to reach a satisfactory base of services as a result of the work performed.

    Such minimal requirements are summarized in the following table:

    Table 1: Metrics and performance indicators for EI innovative services

    Metric Milestone

    M24

    Milestone

    M48

    Number of Innovative Information Interoperability Services 1 2

    2.3. Structure of this deliverable

    This deliverable is structured into six chapters:

    Chapter 1 is the executive summary of this deliverable.

    Chapter 2introduces the objectives and structure of this deliverable.

    Chapter 3 describes the interoperability spaces.

    Chapter 4describes the innovative services for semantic reconciliation.

    Chapter 5 describes the data payload interoperability service.

    Chapter 6 describes the innovative services for federated interoperability.

    Chapter 7 are the conclusions

    Chapter 8 are the references.

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    3. Interoperability Spaces

    The work package 5.2 introduces the concept of Interoperability Space in the context of the

    COIN project.

    With the concept Interoperability Spaces we refer to a set of services whose purpose is totake into account all the possible kind of data transformation which can be applied to

    documents.

    Data Interoperability can be divided into two big branches:

    Payload interoperability: refer to the transformations applied to the content of the

    documents.

    Schema interoperability: refer to the transformations applied to thestructureof the

    documents.

    Schema interoperability, in turn, can be divided into two braches according to the approach

    that we want to follow for the transformation:

    Unified approach: implies the use of a reference meta-model for managing the

    transformations.

    Federated approach: implies the absence of a reference meta-model for managing

    the transformations.

    Figure 5: Interoperability spaces structure

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    4. Innovative Services for Semantic Reconciliation

    The goal of semantic interoperability is to allow the (seamless) cooperation of software

    applications, which were not initially developed for this purpose, by using semantics-based

    techniques. In particular, in this context, the focus is on the exchange of business documents,

    bothbetween different enterprises, for instance, to automatically transfer a purchase orderfrom a client to a supplier, and

    within the same enterprise, for instance, to share a certain document between differentdepartments which use different data organizations.

    A relevant work on this field has been done during the Athena project, where a Semantic

    Reconciliation suite for reconciliation of business documents was developed. Such a suite has

    been brought into COIN as part of the Baseline Interoperability Services (D5.1.2).

    Concerning the COIN innovative services for semantic reconciliation, the approach will be to

    start from the Semantic Reconciliation suite, as part of the baseline services, and to improve

    and enrich it with particular focus on providing a (semi)automatic support and optimize

    certain steps of the reconciliation process.

    4.1. Semantic Reconciliation Approach

    The semantic reconciliation approach is based on the use of domain ontology as common

    reference for the harmonization of heterogeneous data. This harmonization is accomplished

    into two different moments: a preparation phase and a run time phase (see Error! Reference

    source not found.1).

    Figure 1: Semantic Reconciliation Approach

    In the preparation phase, the schemas of the documents to be shared by the software

    applications (say, RS1, RS2, RS3) are mapped against the reference ontology (RO). The

    mapping is a two step activity which starts from the semantic annotation and ends with the

    building of semantic reconciliation rules.

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    The semantic annotation allows the description of the elements composing a document, in

    terms of the reference ontology, by identifying conceptual correspondences between a schema

    and the reference ontology. Nevertheless, semantic annotations do not contain enough

    information for performing actual data reconciliation. For this reason, operational semantic

    reconciliation rules are built. In particular, starting from the previous annotation, for each

    document schema, a pair of reconciliation rules sets is built: a forward rule set and abackwardrule set, which allow data transformation from the original format into the ontology

    representation and vice-versa, respectively. The run-time phase concerns the actual exchange

    of data from an application to another. For instance, when an application, say, App 3, wants to

    send a document to another application, say, App2, the reconciliation between the format of

    RS3 and the format of RS2, is done by applying first the forward rules set of RS3, and after

    the backward rules set of RS2.

    The objective of this deliverables is to provide the final specification of the innovative

    services for Semantic Reconciliation with the further aim of underlining the enhancement

    with respect to the first release. In particular, we refer to the following services:

    Semantic Mapping Discovery Service: The aim is to develop a powerful mapping

    discovery service which can help in the identification of semantic correspondencesbetween a document schema and the reference ontology.

    Semantic Reconciliation Rule Generation Service: like the semantic annotation,also the building of reconciliation rules was a manual activity. In this case, in order to

    provide an automatic support, the rules generation are currently guided by the reuse of

    the knowledge represented by the semantic annotation;

    Source2Target Mediator Generation Service: this service allows the generation andthe publication of a specific web-service for the run-time translation of document

    instances between a given source and target schemas.

    4.2. Semantic Annotation

    The specifications of the Semantic Annotation have received substantial changes if compared

    to the previous version, for two main reasons: i) to increase the expressive power of such

    expressions in order to cover more complex heterogeneities among the structures to be

    matched; ii)to allow an automatic translation into abstract reconciliation rules, i.e. first order

    logic rules (see section 5.4).

    4..2.1. A classification of Semantic Mismatches

    In the ATHENA project, a certain number of possible kinds of mismatch were identified and

    classified. Such mismatches categories are recapped in the Table 2 and 3. The examples

    reported in the tables are drawn from an e-procurementapplication.

    Our classification follows to some extent the one in [7], but the kinds of mismatchhave been divided into two broad categories: lossless and lossy mismatches. Lossless

    mismatches are cases in which annotation can fully capture the intended semantics, while

    lossy mismatches represent cases where it is not possible to find a semantic annotation that

    fully captures the intended semantics. Furthermore we focus only on Conceptualization

    Mismatches, i.e. mismatches between two conceptualisations of the same domain, that differ

    in the ontological concepts distinguished or in the way these concepts are related. We do not

    address other classes of mismatch, like Explication Mismatches,related to the differences on

    the way the entities are described, orLanguage Mismatches, related to the heterogeneity of

    the formalisms used for the definition of the conceptualizations.

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    Lossless mismatches Examples

    Name Description Resource Schema Reference Ontology

    Naming Different labels for the sameconcept.

    Request for quotationindicated as:RFQuote.

    Request for quotationindicated as:RFQ.

    Abstraction Level of specialization/

    refinement of the information.The same concepts are

    recognized, but they are

    defined at different levels of

    abstraction.

    A manager is anEmployee

    who is the supervisor ofsome project.

    The conceptManager is

    recognized as aspecialization of

    Employee.

    Structuring The same set of concepts is

    modeled, but it differ the way

    these concepts are structured

    by means of relations.

    ADepartment is related to its

    controlledProjectsand to theEmployee that is its manager.

    AProjectis related to the

    supervisorEmployee andto the controlling

    Department .

    SubClass -

    Attribute

    value

    An attribute, with a predefined

    value set, is represented by a

    set of subclasses, one for each

    value.

    The typeRawMaterial can be

    represented as an

    enumeration:

    (iron,copper)

    or as two subclasses:

    iron subClassOf

    RawMaterial, copper

    subClassOf RawMaterial.

    Class-elation A concept is represented as a

    relation.

    AProductis related to a

    Buyerby a relation.

    The concept Sale is

    related to aProductand

    to aBuyer.

    Attribute

    Granularity

    The same information is

    decomposed into a different

    number of attributes (or sub-

    attributes)

    Telephoneis represented as a

    singlestring.

    Telephoneis composed

    by hasPartCountryCode,

    hasPartAreaCode,

    hasPartLocalPhoneNumb

    er.

    Attribute

    Assignment

    Two conceptualization differ in

    the way they assign attributes

    to concepts.

    Department has the attribute

    SupervisorName and controls

    some project.

    Project has the attribute

    SupervisorName.

    ComplexAttribute

    A set of attributes is groupedand represented as a concept.

    Name, Address andPhoneNumber are attributes

    ofEmployee.

    Name, Address andPhoneNumber are

    grouped in the concepts

    ContactDetails, related toEmployee.

    Encoding Different formats of data or

    units of measure.

    Weightexpressed in ounces. Weightexpressed in

    kilograms.

    Table 2: Lossless mismatch categories

    Lossy mismatches Examples

    Name Description Resource Schema Reference Ontology

    Overlapping There is an intersection

    between the extensions of

    different

    concepts/attributes/roles.

    Executive Manager

    Subsumption There is an inclusion between

    the extensions of differentconcepts/attributes/roles.

    Person Employee

    Categorization Two conceptualizationsdistinguish the same concept

    but divide it into different and

    incomparable sub-concepts.

    PublicOrganization andPrivateOrganization.

    ResearchOrganization andBusinessOrganization

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    Coverage Two conceptualizations do

    not model all the entities or

    information of a given

    domain.

    preferredDeliveryDate is

    not considered in the RS.

    preferredDeliveryDate is

    present in the RO.

    Precision The accuracy of information. Size of a pallet expressed

    by three integer values:

    height, length, width.

    Size of a pallet expressed

    by a constant conventional

    value: (small, medium,large).

    Table 3: Lossy mismatches categories

    4..2.2. Mismatch Templates

    In the following we adopt standard notion from First-Order Logic and Description Logic

    theory [2]. Regarding the formalism supported for both the RS and RO representation, we do

    not restrict ourselves to any particular ontology language in this work. Instead, we use a

    generic conceptual model (CM), which contains common aspects of most semantic data

    models, UML, ontology languages such as OWL, and description logics. In the sequel, we

    suppose both RS and RO represented by using this generic CM. SpecificallyA, B ,C denote

    atomic concepts, i.e. set of individuals; D denotes data types, e.g. String; P and Q denote

    atomic roles, i.e. binary relations between individuals. U and V denote attributes, i.e. relations

    between individuals and data values. Individuals are denoted by a and b, data values as d.

    Concepts are organized in the familiar is-a hierarchy and can be specified disjointness

    relations among them. Roles, and their inverses (which are always present), are subject to

    constraints such as specification of domain and range. We shall represent a given CM using a

    directed and labelled ontology graph, which has concept nodes labelled with concept names,

    and edges labelled with role names. For each attribute of a concept, we create a separateattribute node. For expressive languages such as OWL, we also connect C1to C2byPif we

    find (by reasoning over the ontology) an existential restriction stating that each instance of C1

    is related to some (or all) instance of C2byP. General roles, denotedR, can be:atomic;

    constructed as the inverse of a role, i.e.P-,

    constructed as the composition of roles, i.e. that represents paths in the

    ontology graph traversing the edges ,

    constructed as the constrained composition of roles, i.e.

    that represents the paths in the ontology graph

    traversing the edges and the nodes .

    General attributes, denotedZ, can be atomic or attribute chains, i.e. a composition of relations

    , where is an eventually constrained composition of roles and

    U is an attribute. Complex concepts, denoted by C, can be constructed as the intersection of

    concepts, i.e. , or by restrictions over roles and attributes. In particular we consider:

    , the set of individuals related to an individual instance of A by the general

    relationR;

    , the set of individuals related to a value ranging inDby the general attributeZ;

    , the set of individuals related to the individual aby the general roleR;

    , the set of individuals related to the value dby the general attributeZ.

    Equivalence relation is denoted by , which FOL counterpart is ; subsumption (i.e.inclusion) is denoted by (resp. ), which FOL counterpart is (resp. ). Concept 2

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    Concept Mismatch Templates

    Name Atomic Concept

    Related M ismatches Naming

    Description There is an overlapping between the instances of aAandB

    Formal Notation

    Example

    Name Conjunctive Concept

    Related M ismatches Naming, Abstraction

    Description There is an overlapping between the instances of aAand the intersection of and

    Formal Notation

    Example

    Name Role Restriction

    Related M ismatches Naming, Abstraction

    Description There is an overlapping between the instances of a Cand those instances ofAthat are related by the

    roleRto instances ofB

    Formal Notation

    Example

    Name Role Restriction by individual

    Related M ismatches Naming, Abstraction

    Description There is an overlapping between the instances of a Cand those instances ofAthat are related by the

    roleRto the individul b

    Formal Notation

    Example

    Name Attribute RestrictionRelated M ismatches Naming, Abstraction, Sub-class attribute

    Description There is an overlapping between the instances of a Cand those instances ofAthat are related by the

    attributeZto values of the typeD

    Formal Notation

    Example

    Name Attribute Restriction by value

    Related M ismatches Naming, Abstraction, Sub-class attribute

    Description There is an overlapping between the instances of a Cand those instances ofAthat are related by the

    attributeZto the value d

    Formal Notation

    Example

    Role 2 Role Mismatch Templates

    Name Atomic Role

    Related M ismatches Naming

    Description There is an overlapping between the instances of aPand Q

    Formal Notation P

    Example

    Name Inverse Role

    Related M ismatches Naming, Abstraction, Organization

    Description There is an overlapping between the instances of aPand the inverse of Q

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    Formal Notation

    Example

    Name Chain Role

    Related

    M ismatches

    Naming, Abstraction, Organization

    Description

    There is an overlapping between the instances of a Qand the composite role

    Formal

    Notation

    Example

    Name Constrained Chain Role

    Related

    M ismatch

    es

    Naming, Abstraction, Organization

    Descripti

    on

    There is an overlapping between the instances of a Qand the constrained composite role

    Formal

    Notation

    Example

    Attribute 2 Attribute Mismatch Templates

    Name Atomic Attribute

    Related M ismatches Naming, Attribute Assignment

    Description There is an overlapping between the instances of a Uand V

    Formal Notation U

    Example

    Name Constrained Attribute

    Related M ismatches Naming, Attribute assignment, Organization

    Description There is an overlapping between the instances V and those instances of U defined over an instances

    of the concept C

    Formal Notation

    C U

    Example

    Name Value transformation

    Related M ismatches Naming, Attribute assignment, Encoding

    Description There is an overlapping between the instances of a Uand V,but theirvalueshave to be transformed

    by the application of a given functionf

    Formal Notation

    Example

    Name Attribute composition/aggregation

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    Related

    M ismatches

    Naming, Attribute assignment, Granularity

    Description A set of attributes have to be aggregated to be translated into instances of V

    Formal

    Notation

    Example

    Complex Mismatch Templates

    Name Concept - Role

    Related

    M ismatches

    Concept - Role

    Description Instances of C are related by and to a pair of individuals a and b, that constitute the instances of

    Q

    Formal Notation

    Example

    Name Complex attribute

    Related

    Misma

    tches

    Complex attribute

    Descri

    ptionThere is an overlapping between the instances of the attributes defined over instances of and the

    instances of defined over instances of related to instances of . Furthermore and are

    matched to.

    Forma

    l

    Notatio

    n

    Examp

    le

    Name Subclass by Attribute Value

    Related

    M ismatches

    Subclass by Attribute Value

    Description There is an overlap between instances of related to the value dby the attribute Uand the instances

    of related to instances ofAby the roleP

    Formal Notation

    Example

    Na

    me

    Attribute Assignment over chain roles

    Related

    M is

    mat

    ches

    Attribute Assignment over chain roles

    Des

    crip

    tion

    There is an overlapping between the instances of the attributes and the attributes defined over

    instances involved in the composite role and , respectively.

    For

    mal

    Not

    atio

    n

    Exampl

    e

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    4..2.3. Semantic Annotation by Mismatch Templates

    Given a Resource Schema (RS) and a Reference Ontology (RO) each describing a set of

    entities (concepts, roles and attributes), the Semantic Annotation of RS in term of RO is a set

    of relations holding, or supposed to hold, between such entities. Basically the Semantic

    Annotation SemAnn(RS,RO) is an alignment [8] made up of a set of instantiations of the

    templates discussed above. Such templates are grouped into four categories of annotations,namely Concept Annotations, Attribute Annotations, Path Annotations, Complex

    Annotations. In the following we introduce these notions in details.

    Concept Annotation (CA). A CA is a tuple , where

    C1 is a concept of RS, (see atomic concept mismatch template) or a set of concepts of

    RS intended as the conjunction of them (conjunctive concept mismatch templates);

    C2 is a concept of RO, (see atomic concept mismatch template) or a set of concepts ofRO intended as the conjunction of them (conjunctive concept mismatch templates);

    REL is the relation supposed to hold between C1 and C2. It may be ,

    specifying if the mapping is unidirectional or bidirectional;

    R1 (resp. R2) is a set of restrictions, each of one of the following form:

    o (seeRole Restriction mismatch templates);o (seeRole Restriction by individual mismatch templates);o (seeAttribute Restriction mismatch templates);o (seeAttribute Restriction by value mismatch templates);

    Attribute Annotation (AA). An AA is a tuple , where

    U1 is an attribute of RS (see atomic attribute mismatch template) or a set of attributes

    of RS (see attribute composition/aggregation mismatch template);

    U2 is an attribute of RO (see atomic attribute mismatch template) or a set of attributes

    of RO (see attribute composition/aggregation mismatch template);

    FN is a function to be applied to U1 and U2 RS (see attribute

    composition/aggregation and value transformation mismatch templates), e.g. SPLIT,EQ, CAST,CONVERT, COUNT;

    CA is a concept annotation (optional) that can be specified to constrain the domain of

    U1 and U2.

    Path Annotation (PA). A PA is a tuple , where

    P1 is a role of RS (see atomic role mismatch template), or the inverse of a Role (see

    inverse role mismatch template), or a (constrained) composition of roles (see chain

    role and constrained chain role mismatch template).

    P2 is a role of RO (see atomic role mismatch template), or the inverse of a Role (seeinverse role mismatch template), or a (constrained) composition of roles (see chain

    role and constrained chain role mismatch template).

    REL is the relation supposed to hold between P1 and P2. It may be ,specifying if the mapping is unidirectional or bidirectional;

    CA1 (resp. CA2) is a concept annotation that can be specified to constrain the domain

    (resp., the range) of P1 and P2

    Complex Annotations. Complex annotations are constituted by a Path Annotation and a set

    of Attribute Annotations. Such expressions cover the complex attribute, subclass by attribute

    value andattribute assignment over chain roles mismatch templates.

    4.3. Mapping Discovery Service

    The objective of this service is to provide a semi-automatic support to the discovery ofsemantic annotations of a structured business document schema (e.g., a purchase order

    schema), here referred as resource schema (RS) against a reference ontology (RO). Mapping

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    discovery is a hard task since, given a fragment of the reality, there are infinite ways of

    modelling it, by using different names, different relationships, different complex structures.

    We assume that the observed (and modelled) reality is faithfully represented by the RO and

    the RS is therefore a sub-model, in semantic terms, of the former. Then, the differences that

    appear on the terminological, syntactic, and structural ground will be reconciled on the

    semantic ground.In the literature the problem of mapping discovery (often referred as Ontology or Schema

    Matching) has been widely addressed, however the existing proposals have a limited scope,

    since they mainly address the mapping between individual elements (e.g., concepts and

    relationships) and only a few address complex sub-models as a whole. Furthermore, we go

    beyond the logic correspondence (e.g., subsumption), introducing a formalism to represent

    mappings based on the instantiation of a set mismatch templates defining rule-based

    transformations. Our ultimate goal is to discover in a (semi)automatic way the set of

    operations that allow one structure to be transformed into another, without loss of semantics.

    As a semi-automatic support, a final validation by a human actor will be needed.

    The Mapping Discovery Service is a semi-automatic support for the definition of

    Semantic Annotations. The user is involved in this task for the validation and revision of theintermediate and final proposed results. The strategy is depicted in Figure 2 and here

    summarized:

    1. In the first step of the matching process we consider only lexical knowledge. We startby processing the entity labels of the two graphs to build a term similarity matrix.The

    similarity matrix reports a similarity value (between 0 and 1) for every couple of

    elements , where Abelongs to RS and Bbelongs to RO. This is achieved by

    running in parallel a string similarity algorithm and a linguistic similarity algorithm.

    The former is based on the Monge-Elkan distance [1], while the latter is a slightly

    modified version of the SemSim criteria [4], based on the Lin measure [3] applied to

    the WordNet [5] lexical taxonomy (See section 5.3.1).

    2. After the terminological analysis, relying on the similarity values computed in theprevious step, a set of evidencesis selected. An evidence is a pair of concepts (c1,c2),

    where c1belongs to RS, c2belongs to RO, their similarity value is high and they are

    adjacent to similar entities (See Section 5.3.2).

    3. Semantic Annotation Expressions are finally build by the Mismatch Detectionalgorithm. The mismatch detection algorithm implement a search strategy for every

    mismatch pattern provided as input, relying on the information collected in the

    previous two steps (See Section 5.3.3).

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    Figure 2: Semantic Annotation Discovery Strategy

    4..3.1. Label Similarity Lsim

    In order to assign a similarity value to a pair of labels from the two graphs we combine the

    results of both a string similarity measure and a linguistic similarity measure. In the former,

    we consider labels as sequences of letters in an alphabet while in the latter, we consider labelsas bags of words of a natural language (English in our case) and we compute a similarity

    value based on their meaning. The label similarity value Lsim between two labels is hence

    obtained by taking i)the higher similarity value computed according to the two measures if is

    greater than a threshold, ii)0 otherwise.

    String Similarity. We experimented several string similarity measuresiand finally we selected

    the Monge-Elkan distance [1], which was proposed as a field matching (i.e., record linkage)

    algorithm. The Monge-Elkan distance measures the similarity of two stringsand tevaluating

    recursively every substrings fromsand t; this approach is also capable to support the analysis

    of abbreviations or acronyms. To improve the accuracy of the algorithm, the input strings arenormalized, i.e. characters are converted in lower case and special characters (digits,

    whitespaces, apostrophes, underscores) are discarded.

    Linguistic Similarity. Our approach is based on the Lin Information-theoretic similarity [3]

    applied to the lexical database WordNet [5], that is particularly well suited for similarity

    measures since it organizes synsets (a synset is a collection of synonyms denoting particular

    meaning of a term) into hierarchies of ISA relations. Given two synsets of the WordNet

    taxonomy, the Lin measure can be used to state their similarity depending on the increase of

    the information content from the synsets to their common subsumersii. In order to use the Lin

    measure to compare two stringssand t, we consider such strings as word entries of WordNet,

    and apply the Lin measure to all the pairs of synsets related to sand t, respectively. We then

    define Ssim(s,t)as the higher computed similarity value, since we expect that words used inthe RS and in the RO belong to the same domain sharing the same intended meaning.

    Entity labels are considered bags of words since they are, in general, compound words

    (LegalVerification, contact_details). To tokenize a string into a bag of words we realized a

    label resolution algorithm looking (from right to left) for maximal substrings that have, after

    stemming, an entry in WordNet; also some special characters (e.g., , _, -) are taken into

    account. In this way, we can also filter the noise in the labels, deleting substrings

    recognized as prepositions, conjunctions, adverbs and adjectives that are not included in the

    WordNet taxonomy.

    Finally we can define an algorithm to compute a linguistic similarity value given two

    labels, represented as bags of strings:

    begin

    Double:Lmatch(bag_of_strings term1, bag_of_strings term2)minL=min(term1.lenght, term2.lenght)maxL=max(term1.lenght, term2.lenght)

    while (term1andterm2notEmpty)score =maxSsim(s,t), foralls interm1andtinterm2totalscore += scoreremoves fromterm1 andt fromterm2

    denum =max(minL,minL+log(maxL-minL+1))return totalscore/denum

    end

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    The algorithm iteratively looks for the most similar string of term1andterm2, adding

    their similarity value to the totalscore. Than it returns totalscore divided for the number of

    words in the label with less number of words; if the input terms have different sizes, the

    denominator is increased by a logarithmic function to reduce their similarity. For example,

    given the labels contact_info and RepresentativeDetails, we see that

    sim(contact,representative)=0.768 and sim(info,details)=0.746. Therefore wecalculate:

    Lmatch([contact, info],[representative, details])= 1.514/(2) = 0.75

    where the denominator is the number of words (after the label resolution) contained in the

    shortest label.

    4..3.2. Neighbour Similarity and Evidence Selection

    The goal of this step is to discover the set CEof conceptevidences, i.e., pairs of concepts that

    exhibit an high level of semantic similarity and that will be used as input for the mismatch

    detection.

    Neighbour Matching

    The Neighbour Matching algorithm Nsim has been designed to overcome the limits of the

    pure lexical approach followed by Lsim. Nsim compute the similarity of two concepts by

    assigning a score to the similarity of their neighbours by a wedding approach. Given to

    conceptAandB, Nsim is defined as follows:

    Where:

    NA (resp.NB) is the set of neighbour entities ofA(resp.B), i.e.o the incident roles ofA(resp.B) in the ontology graph;o the adjacent concepts ofA(resp.B) in the ontology graph;o the attributes of the adjacent concepts ofA(resp.B) in the ontology graph.

    Each entity ofNAandNBcan participate in one pair exclusively.On the basis of LsimandNsim we define the following measure Sim, that takes into account

    three different aspects in stating the similarity of two concepts:

    1. The similarity between their labels;2. The similarity between their neighbours;3. The percentage of the similar entities among their neighbours.

    Where:

    NA (resp.NB) is the set of neighbour entities ofA(resp.B);

    M is theset of the pairs ( considered in the computation ofNsim(A,B);

    and are constants.

    A first set CE is computed according to the criteria described above. Sim is computed for

    every pairs of concepts belonging to RS and RO respectively, and the pairs (A,B) with

    Sim(A,B)greater than a threshold are added to CE.

    Taxonomic Mismatch Patterns

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    The set of concept evidences discovered in the previous step is not aware of the semantic

    consistency with respect to the constraints (i.e. axioms) asserted in the two conceptualizations

    to be matched. In particular there are two situations that may lead to undesired consequences:

    1.Inconsistent evidences, e.g. the concept Ais matched with bothB1andB2, but B1isdeclared to be disjoint from B2. This may lead to state that some individuals of A1

    are individuals of bothB1andB2.2.Cross-subsumtion evidences, e.g. the concept A1 is matched B1and the concept A2withB2,but A1subsume A2, while B2 subsume B1.This may lead to state a cyclic

    inclusion amongA1, A2, B1, B2.

    These situations may be in some case detected by searching for the following taxonomic

    pattern, that only approximate the consistency of the evidences, trying to avoid potential

    dangerous (and hence incorrect) evidences.

    Sibling Concepts.This pattern require that and there exists a concept

    C such that are asserted axioms. constitute the siblingconcepts set ofA.

    Inconsistent Correspondences. Given a concept evidence (A,B), the set of evidences

    inconsistent with it is defined as

    )}()(|),{( XAAXBYYBBYAXCEYXIEAB

    Cross Subsumption.Given a concept evidence (A,B), the set of cross-subsumtion evidences

    of (A,B), is defined as:

    )}()(|),{( XABYYBAXCEYXCCEAB

    The set CE computed in the previous step is then refined by the search of taxonomic

    mismatch patterns discussed above, according to the following strategy:1. Sibling Concepts sets are identified2. CE is ordered for decreasing values of similarity3. For every(A,B) in CE (iterating over decreasing values of similarity)

    a. Remove from CE the setb. Remove from CE the set

    4. Sibling Concepts sets are added to CEBasically we start from the evidences showing higher confidence, and we delete from CEthe

    set of evidences that may conflict with them.

    4..3.3. Mismatch Detection

    In this step SemAnn(RS,RO)is populated by searching the following mismatch templates in

    the given order.

    Atomic Concepts.For every (A,B) inCE, If (A,B) is a 1:1 match in CE, is

    added to SemAnn(RS,RO).

    Conjunctive Concepts. For every A in RS (resp. RO), if A is matched with other concepts

    in CE, and they are not included in the sibling concepts set of A, the concept

    annotations .... (resp. < , _, , _>.... < ,, _, ,_>) are added to SemAnn(RS,RO).

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    Disjunctive Concepts.For every A in RS (resp. RO), if A has an associated sibling concepts

    set , the concept annotations .... (resp. < ,

    _, , _>.... < ,, _, , _>) are added to SemAnn(RS,RO).

    Constrained Attributes.For every concept annotation ca= in SemAnn(RS,RO),

    given an attribute U having domain A and an attribute V having domain B, the attributeannotation is added to SemAnn(RS,RO)if:

    1. Lsim(U,V) > lth;2. There is not an attribute X having domainAsuchthatLsim(X, V)> Lsim(U,V);3. There is not an attribute Y having domainBsuchthatLsim(U, Y)> Lsim(U,V).

    Constrained Roles.For every pair of roles (R1,R2)such that:

    1. there is a concept annotation CA1involving the domains ofR1andR2;2. there is a concept annotation CA2involving the ranges ofR1andR2;3. LSim(R1,R2) > lth;

    a path annotation is added to SemAnn(RS,RO).

    Class-Attribute.This mismatch is identified if the following conditions hold:

    1. (A1,A2)is involved in the concept annotation CA1;2. An attribute Uwith domain A1(resp. A2) is not involved in any attribute annotation

    related to CA1;

    3. There is a concept Chaving attributes V1...Vnadjacent toA1 (resp.A2) by means ofthe roleR;

    4. Lsim(U,R)> lth orLsim(U,C) > lth;5. C is not matched with any concept, except forA1(resp.A2) in any concept annotation.

    If this mismatch is identified, the following complex annotation is built:

    (resp. ) (resp. )

    If present the concept annotation between CandA1 (resp.A2)is removed.

    Complex Attribute.This mismatch can be considered as more general than the class-attribute

    mismatch. It is identified if the following conditions hold:

    1. (A1,A2)is involved in the concept annotation CA1;2. A set of attributes U1...Un with domainA1(resp.A2) are not involved in any attribute

    annotation related to CA1;

    3. There is a concept Chaving attributes V1...Vnadjacent toA1 (resp.A2) by means ofthe roleR;

    4. C is not matched with any concept, except forA1(resp.A2) in any concept annotation;5. Every Ui can be matched with a Vi withLsim(Ui,Vi) > lthIf this mismatch is identified, the following complex annotation is built, where every Uiand

    Viparticipate only to the match with higher similarity:

    (resp. ) (resp. ) .

    (resp. )

    If present the concept annotation between CandA1 (resp.A2)is removed.

    Chain Role. This mismatch is identified if the following conditions hold:

    1. A roleR of RS (resp. RO) is not involved in any path annotation;2. The domain ofR is involved in a concept annotation CA1 and the range in a concept

    annotation CA2;

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    3. R1....R2 is the shortest path in the ontology graph representation of RO (resp. RS)such that the domain of R1 is involved in CA1 and the range of R2 is involved in

    CA2;

    If this mismatch is identified, the following complex annotation is built:

    (resp.

    Attribute Assignment over chain roles. This mismatch is identified if the following conditions

    hold:

    1. pis a path annotation previously discovered;2. U1...Un are the attributes having as domain some concepts involved in the path

    (eventually composed by an atomic role) ofRSand V1...Vnare the attributes having as

    domain some concepts involved in the path (eventually composed by an atomic role)

    of RO;

    3. U1...Un and V1...Vn are not involved in any attribute annotation;4. EveryUi can be matched with a Vi withLsim(Ui,Vi) > lth.

    If this mismatch is identified, a complex annotation is built adding topan attribute annotation

    of the form for every (Ui,Vi) such that every Ui and Vi participate only to the match

    with higher similarity.

    Other heuristics. The last step aims at enriching the 1:n concept annotation with restrictions

    over roles and attributes. To this end we adopt the algorithms described in [9] to discover role

    restrictionand attribute restriction templates.

    4.4. Semantic Reconciliation Rule Generation Service

    The objective of the Semantic Reconciliation Rule Generation service is to provide a semi-

    automatic support to the definition of backward and forward reconciliation rules (i.e.,

    operational mappings) starting from the previously defined declarative mappings (Semantic

    Annotations). A Semantic Annotation is not able to fully represent how to actually transform

    data from a format to another. Nevertheless, the knowledge carried by these declarative

    mappings is extremely useful for generating actual transformation rules.

    The service works according to the following steps:

    Abstract rules generation. Starting from the previously defined semantic annotations,

    an abstract representation of transformation rules (i.e., FOL rules) is generated,

    following the FOL grounding presented for every Mismatch Templates in Section

    5.2.2;

    Rule validation and completion by a human user. Not all the knowledge needed for

    generating a transformation rule is contained in the annotation. For instance, splittingone strings (e.g., name) into two strings (e.g., firstname and surname) needs the

    specification of a separator to identify the two substrings. In this phase, the human

    user operates through a graphical user interface, which has the objective to shield the

    user from the complexities of a formal syntax, by showing the rules in a friendly way.

    Here we intend as abstract reconciliation rules First Order Logic formulas of the form:

    where and are conjunctive formulas defined:

    in Forward Rules over the Alphabets of RS and RO, respectively; in Backward Rules over the Alphabets of RO and RS, respectively.

    This kind of logic-based representation of schema mappings are known in literature as GLAV

    mappings or TGDs [6].

    ),(.)),(..( wxwyxyx

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    In Figure 3 an example of forward reconciliation rule generation is shown. In the

    upper part is graphically represented a Complex Semantic Annotation, representing the

    instantiation of a Complex Attribute + Attribute Composition mismatch templates, together

    with the corresponding abstract reconciliation rule.

    Figure 3: Example of abstract reconciliation rule generation

    4.5. Source2Target Mediator Generation Service

    The Source2Target Mediator Generation Service allows the generation and the publication of

    a specific web-service for the run-time translation of document instances between a given pair

    of source and target schemas. It works according to the following steps:

    A source resource schema (SRS) and a target resource (TRS) schema are provided ininput to the service, together with i) the reference ontology (RO) to be used in the

    reconciliation process, ii)the abstract forward rules defined between SRS and RO, iii)

    the abstract backward rules defined between TRS and RO.

    An executable representation of the two set of rules is compiled. In particular abstractrules are serialized into Jena2 rules, in order to allow the execution by the

    reconciliation engine SIRE based on the Transitive Rule Reasoner of the Jena2iii

    toolkit.

    A web-service S is automatically generated and published. This service takes as inputthe URI of an instance file conform to SRS, and returns an instance file conforms to

    TRS. S represents an indirection level, wrapping a customized execution of the

    reconciliation engine SIRE.

    4.6. Semantic Reconciliation Suite Platform

    In Error! Reference source not found.4, a functional view of the Semantic Suite is depictedand its components are here recalled:

    Athos, is the ontology management system; in the reconciliation process acts as the

    Ontology Repository trough the Ontology Catalog interface. Athos is an

    autonomous system, provided with a Web user interface.

    Semantic Annotation Tool (SAT), exposes the Annotation Definition interfacethat provides functionalities to define and edit Annotations between resources. The

    Semantic Mapping Discovery Service is implemented within this module (Section 5.2

    and 5.3).

    Semantic Abstract Rule Builder (SARB),is the reconciliation rule building tool; itexposes the Rule Building interface that provides functionalities to define

    transformation rules (backward and forward). The Semantic Reconciliation RuleGeneration Service is implemented within this module (Section 5.4).

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    Semantic Interoperability Reconciliation Engine (SIRE), is the reconciliationengine; it exposes the Rule Execution interface that provides functionalities to

    perform the actual data reconciliation between resource schemas.

    Semantic Interoperability Mediator Generator (SIMEG), exposes in the S2TMediator Generation interface the functionalities of the Source2Target Mediator

    Generation Service (Section 5.5).Resource Repository, stores the schemas and the instances of the resources that has

    to be reconciliated.

    Annotation Repository and the Rule Repository store Semantic Annotations and

    Transformation Rules respectively.

    Reconciliation Suite Web App, is the server-side web application that provides a

    unified User Interface for the services of SARB, SAM, SIRE and SIMEG.

    User Web Browser, is a user web client.

    Figure 4: Functional View of the Reconciliation Suite Platform

    The Reconciliation Suite has being implemented as a Java application. In particular the web

    application is based on the Google Web Toolkit. With respect to the first release of the

    Reconciliation Suite Platform some functionalities have been added, regarding user

    administration and the management of the persistent resources.

    4.7. State of the Art

    This section presents some existing results addressing the problem of interoperability among

    software applications. The section is divided into three sub-sections, which present standards

    for document exchange, semantics-based platforms for document reconciliation, and methods

    for mapping discovery, respectively.

    International standards for business documents exchangeUniversal Business Language (UBL)

    iv is a library of standard electronic XMLbusiness

    documents such aspurchase ordersandinvoices.UBL was developed by anOASISTechnical

    Committee with participation from a variety of industry data standards organizations. The

    UBL 2.0 Standard includes 31 documents in total, roughly grouped into the following

    categories: Presale Ordering, Delivery, Invoicing, and Payment. The Core Components

    Technical Specificationvdefines meta models and rules necessary for describing the structure

    and contents of conceptual and physical/logical data models, process models, and information

    http://en.wikipedia.org/wiki/XMLhttp://en.wikipedia.org/wiki/XMLhttp://en.wikipedia.org/wiki/Purchase_orderhttp://en.wikipedia.org/wiki/Purchase_orderhttp://en.wikipedia.org/wiki/Purchase_orderhttp://en.wikipedia.org/wiki/Invoicehttp://en.wikipedia.org/wiki/Invoicehttp://en.wikipedia.org/wiki/Invoicehttp://en.wikipedia.org/wiki/OASIS_(organization)http://en.wikipedia.org/wiki/OASIS_(organization)http://en.wikipedia.org/wiki/OASIS_(organization)http://en.wikipedia.org/wiki/OASIS_(organization)http://en.wikipedia.org/wiki/Invoicehttp://en.wikipedia.org/wiki/Purchase_orderhttp://en.wikipedia.org/wiki/XML
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    exchange models. Therefore, CCTS describes an approach for developing a common set of

    semantic building blocks that represent the general types of business data in use today. This

    approach provides for the creation of new business vocabularies as well as restructuring of

    existing business vocabularies to achieve semantic interoperability of data.

    Open Financial Exchange (OFX)vi

    is a unified specification for the electronic

    exchange of financial data between financial institutions, businesses and consumers via theInternet. In particular, it defines the request and response messages used by each financial

    service as well as the common framework and infrastructure to support the communication of

    those messages.

    The e-GIFvii

    defines the technical policies and specifications governing information

    flows across government and the public sector. They cover interconnectivity, data integration,

    e-services access and content management. The e-GIF is presented as a set of policies,

    technical standards, and guidelines, which cover ways to achieve interoperability of public

    sector data and information resources, information and communications technology (ICT),

    and electronic business processes. The aim is to enable any agency to join its information,

    ICT or processes with those of any other agency using a predetermined framework based on

    open (i.e. non-proprietary) international standards.The adoption of standards to face the problems of document exchange implies a strong

    effort in the refactoring of legacy software applications, which is exactly what the semantic

    reconciliation suite here described wants to avoid. However, the existence of standards is very

    relevant, because they represent an important result in terms of description and organization

    of business documents. As such, they are a crucial resource in the construction of the

    reference ontology that is at the basis of the usage of the semantic reconciliation suite. For

    instance, in the ATHENA project, the e-procurement ontology, concerning purchase order

    and invoice, has been built considering some standards like UBL and RosettaNetviii

    .

    Semantic reconciliation platforms

    AMEF, the ARTEMIS Message Exchange Framework [11] for document reconciliation is the

    result of the ARTEMIS projectix. It allows the mediation of two OWL ontologies whichrepresent the schemas of the documents to be reconciled. For this reason, the schemas of the

    documents to be reconciled are previously transformed into OWLx by using a lift and

    normalization process. The semantic mediation is realized in two phases: (i) Message

    Ontology Mapping Process, where the two ontologies are mapped one to another, in order to

    build Mapping definitions (i.e., transformation rules), with the support of the OWLmt

    ontology mapping tool; (ii) Message Instance Mapping, where XML instances are first

    transformed into OWL instances, and then Mapping definitions are applied to transform

    messages from the original to the destination format.

    The MAFRA (MApping FRAmework) [21] is a framework for mapping distributed

    ontologies. It is based on the definition of Semantic Bridges as instances of a SemanticBridging ontology which represents the types of allowed bridges. Such bridges represent

    transformation rules. Also in this case a lift and normalization activity is performed to

    transform the original documents (schemas and data) into the ontology format. Afterwards,

    considering the transformed schemas, the Semantic Bridges between the two parties are

    created on the basis of the Semantic Bridge Ontology (SBO). With respect to the automatic

    support provided by the platform, AMEF does not provide any facility: mapping and rules

    have to be created manually. Concerning the MAFRA platform, a very limited automatic

    support is provided. Conversely, the main goal of our work is to provide an effective

    automatic support to those activities that are error-prone and time consuming (i.e., semantic

    annotation and transformation rules building).

    The Web Service Modeling Toolkit (WSMT) [18] is an integrated developmentenvironment for Semantic Web Services that enables developers to develop Ontologies, Web

    Services, Goals and Mediators through the Web Service Modeling Ontology (WSMO)

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    formalism. The WSMT is implemented as a collection of plug-ins for the Eclipse framework

    that cover several areas of functionality; among them the Mapping Perspective [24] is a tool

    for defining mappings between ontologies. Mappings are defined trough a formal model,

    linked to a logic-based Abstract Mapping Language that does not commit to any existing

    ontology representation language. Such mappings are then grounded to a concrete and

    executable representation language, the WSML-Rule language designed for instancetransformation. In this approach operational mapping rules are seen as a set of WSML axioms

    that are evaluated by a WSML reasoner. WSMT offers also an automatic support for mapping

    discovery, accomplished by using a set of suggestion algorithms for both lexical and

    structural analysis of the concepts. Concerning methodological aspects of the resource

    mapping process, WSMT shares some analogies with the semantic reconciliation suite

    approach. Anyway the WSMT logical architecture is designed to create mediation mappings

    between a service requester and a service provider that use different conceptual models

    (ontologies) to describe the same domain. On the other hand, the purpose of the semantic

    suite is to allow interoperability within a network of software applications through the

    adoption of a common and shared conceptualization of the domain (the reference ontology)

    that provide a common view over the heterogeneous data sources . Furthermore, the WSMT isreleased as an Eclipse plug in which means a standalone application. On the contrary, the

    semantic reconciliation suite is being implemented as a web application and consequently in a

    more service oriented logics.

    The Interoperability Service Utility (ISU) [16] developed within the scope of the

    iSURF projectxi

    provides interoperability between different UN/CEFACT CCTS based

    document standards (i.e., OAGIS, UBL, GS1). The proposed approach is centred on the

    notion of Harmonized Ontology that contains two types of OWL-DL ontologies: (1) the

    Upper Ontology that describes the CCTS artefacts, as generic classes; (2) the Document

    Schema Ontologies that describe the actual document artefacts for each electronic business

    document standard as subclasses of the classes in the upper ontology. A Description Logic

    Reasoner and a Rule Reasoner are used to identify the equivalence and subsumption relationsin the Harmonized Ontology. The discovered similarities among the document artefacts are

    then used to generate XSLT definitions for xml instance translation. The overall

    methodological framework is very relevant to the proposed reconciliation suite; however the

    ISU focus on the integration of xml data defined with respect to CCTS-based standards, while

    we intend to be more general aiming at the integration of heterogeneous data without any

    assumption regarding the semantics and the structure of the resource schemata. Furthermore

    the definition of the relations (DL-axioms or logic rules) between artefacts belonging to a

    Document Schema Ontology and to the Upper Ontology is mainly a manual activity, while

    our aim is to provide an effective support to these activity, that is basically a mapping

    discovery task.Mapping discovery methodsIn the recent period, the automation of the mapping discovery (i.e., finding correspondences

    or relationship) between entities of different schemas (or models) has attracted much attention

    in both the database (schema matching) and AI (ontology alignment) communities (see

    [17,26] for a survey). Schema matching and ontology alignment use a plethora of techniques

    to semi-automatically finding semantic matches. These techniques are based on different

    information sources that can be classified into: intensional knowledge(entities and associated

    textual information, schema structure and constraints), extensional knowledge (content and

    meaning of instances) and external knowledge (thesauri, ontologies, corpora of documents,

    user input). We can divide the methods/algorithms used in existing matching solutions in:

    rule-based methods, where several heuristics are used to exploit intensionalknowledge, e.g. Prompt [25], Cupid [20];

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    graph analysis, where ontologies are treated as graphs and the corresponding sub-graphs are compared, e.g. Similarity flooding (Melnik, Garcia-Molina, & Rahm,

    2002), Anchor-prompt [25];

    machine learning based on statistics of data content, e.g. GLUE [13];

    probabilistic approaches that combine results produced by other heuristics, e.g.

    OMEN [23].Complex approaches, obtained by the combination of the above techniques, have been

    also proposed (e.g., OLA [14]), as well as frameworks that provide extensible libraries of

    matching algorithms and an infrastructure for the management of mappings (e.g., COMA

    [12]). At the best of our knowledge, most of the previous matching approaches focus on

    finding a set of correspondences (typically 1:1) between elements of the input schemas,

    enriched eventually by some kinds of relationship (equivalence, subsumption, intersection,

    disjointness, part-of, merge/split).

    The construction of operational mapping rules (i.e., directly usable for integration and

    data transformation tasks) from such kind of correspondences is another challenging aspect.

    Clio [15], taking in input n:m entity correspondences together with constraints coming from

    the input schemas (relational schema or XSD), produces a set of logical mappings with formalsemantics that can be serialized into different query languages (e.g., SQL, XSLT, XQuery).

    MapOnto [10] can be viewed as an extension of Clio when the target schema is an ontology.

    Most previous mapping constructors concentrate on creating executable mappings rules

    between particular data-models; data sources, however, are of many different data models,

    (e.g., XML, RDF, Relational, OWL). In our framework we allow general and rich

    relationships (Semantic Annotations) that allow the mapping between a wide variety of data

    models. Such general declarative mappings can then be used for the construction of model-

    dependent operational mapping rules (e.g. conjunctive queries, SQL views, XSLT

    transformations).

    The main difference with respect to ontology matching and mapping construction

    approaches present in literature is that these two steps are not seen as two separated tasks to

    be executed in sequence. On the contrary in the proposed mapping discovery algorithm, the

    matching phase is driven by the search of templates that can be seen as abstraction of

    mapping rules (and hence a mapping construction task). The output of the mapping discovery

    service is then a declarative mapping, closed to the output of an ontology matching algorithm,

    but capable of capturing complex correspondences that are directly interpreted as complex

    mapping rules, to be used in a mediation task.

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    5. Data Payload Interoperability Service

    The specifications of theData Payload Interoperability Service have received substantial

    changes if compared to the previous version.After the evaluation of the first set of services, described in deliverable D5.2.1a the majority

    of the comments were that the services were too collaboration oriented.

    Moreover in the set of services dealing with Data Interoperability there was a lack of tools for

    managing the document payload transformations (those transformations that act on the

    content of the document, rather than the format).

    For these reason we decided to change the specification and to develop a service whose focus

    was the content transformationof business documents.

    5.1. Updated requirements

    The new service gets a very specific requirement which is: automation.

    The service needs to be extremely automated in its procedures.

    After a needed step of setup to define the environment of the user, the service should be able

    to apply such environment to the submitted document and get the results.

    In the following table are summarized other technical requirements expressed for the Data

    Payload Interoperability Service:

    ID Name of the feature Description of the feature

    REQ 1 Creation of negotiation The service should allow the possibility to

    create a new negotiation, by providing at

    least name and description.REQ 2 1:1 and 1:N negotiation

    scenarios

    The service should provide the possibility to

    select multiple users for the negotiation, in

    order to enable the 1:N scenario.

    REQ 3 Creation of business rule The service should provide the possibility to

    create business rules.

    REQ 4 Management of business rules The service should allow managing the

    business rules: look at the content and delete

    them.

    REQ 5 Definition of user roles The service should give the possibility to

    define the rules for different roles, depending

    if the user is the creator of the negotiation or

    just a participant

    REQ 6 Application of rules The service should give the possibility to

    select which rules to apply to specific

    negotiations and see the results.

    5.2. Rules application

    The most efficient way to deal with the automation requirement is the application of business

    rules.

    Business rules are expression in the form IF-THEN-ELSE, which allow to define thebehaviour of the software when some conditions are (or not) verified.

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    Such rules are executed by an engine rule and can be written in a structured language which

    can be standard (like XML) or proprietary of the engine.

    The syntax of the rule is always proprietary, since every engine understands only its language.

    There are a lot of business rules engine available in the net, here are some example of those

    evaluated:

    Drools -http://drools.org/OpenRuleshttp://openrules.com

    Mandaraxhttp://mandarax.sourceforge.net/

    SweetRuleshttp://sweetrules.projects.semwebcentral.org

    TermWarehttp://www.gradsoft.ua/products/termware_eng.html

    JRuleEnginehttp://jruleengine.sourceforge.net/

    JLisahttp://jlisa.sourceforge.net/

    JEOPShttp://sourceforge.net/projects/jeops/

    Provahttp://comas.soi.city.ac.uk/prova

    Open Lexiconhttp://openlexicon.org

    Zilonishttp://www.zilonis.org

    Hammurapihttp://www.hammurapi.biz

    For the development of the Data Payload Interoperability Service we decided to use

    JRuleEngine.

    5.3. JRuleEngine

    JRuleEngine (http://jruleengine.sourceforge.net/)JRuleEngine is java rule engine, based on

    Java Specification Request (JSR) 94.

    It has been selected among the other engine candidates because of its simplicity to use and

    fact that the rules can be written in a very simple format XML based.

    Another very useful functionality is the possibility to wrap the execution of the rules on some

    methods defined at code level.

    This offers the possibility to improve the behavior of the rules by adding some logic on the

    execution of the IF-THEN statements.

    The code below represents an example of definition of a rule in JRuleEngine language

    RuleExecutionSet1Rule Execution Set

    http://drools.org/http://drools.org/http://drools.org/http://openrules.com/http://openrules.com/http://openrules.com/http://mandarax.sourceforge.net/http://mandarax.sourceforge.net/http://mandarax.sourceforge.net/http://sweetrules.projects.semwebcentral.org/http://sweetrules.projects.semwebcentral.org/http://sweetrules.projects.semwebcentral.org/http://www.gradsoft.ua/products/termware_eng.htmlhttp://www.gradsoft.ua/products/termware_eng.htmlhttp://www.gradsoft.ua/products/termware_eng.htmlhttp://jruleengine.sourceforge.net/http://jruleengine.sourceforge.net/http://jruleengine.sourceforge.net/http://jlisa.sourceforge.net/http://jlisa.sourceforge.net/http://jlisa.sourceforge.net/http://sourceforge.net/projects/jeops/http://sourceforge.net/projects/jeops/http://sourceforge.net/projects/jeops/http://comas.soi.city.ac.uk/provahttp://comas.soi.city.ac.uk/provahttp://comas.soi.city.ac.uk/provahttp://openlexicon.org/http://openlexicon.org/http://openlexicon.org/http://www.zilonis.org/http://www.zilonis.org/http://www.zilonis.org/http://www.hammurapi.biz/http://www.hammurapi.biz/http://www.hammurapi.biz/http://jruleengine.sourceforge.net/http://jruleengine.sourceforge.net/http://jruleengine.sourceforge.net/http://jruleengine.sourceforge.net/http://www.hammurapi.biz/http://www.zilonis.org/http://openlexicon.org/http://comas.soi.city.ac.uk/provahttp://sourceforge.net/projects/jeops/http://jlisa.sourceforge.net/http://jruleengine.sourceforge.net/http://www.gradsoft.ua/products/termware_eng.htmlhttp://sweetrules.projects.semwebcentral.org/http://mandarax.sourceforge.net/http://openrules.com/http://drools.org/
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    The engine allows the possibility to define multiple IF statements (connected with AND

    logical operator) and multiple THEN statements.

    5.4. The negotiation process

    The Data Payload Interoperability Services core is represented by the creation andmanagement of business rules to enable the negotiation of business documents in 1:1 and 1:N

    scenarios.

    The documents used within the service are UBL orders.

    The service gives the users the possibility to define business rules and select which ones to

    apply to specific negotiations.

    The service is composed of three main parts:

    Negotiation creation: it allows the creation of new negotiations, the user can specify

    name and description of the negotiation and select the participants (one or many)

    allowed to participate in the negotiation.

    Rules creation: it allows the creation and management of business rules.

    Rules are created with a specific role (sender and\or receiver) according to theforeseen use of the rule.

    Sender (the person who creates the negotiation) rules are used when the negotiation is

    created by the current user, while Receiver (the participant to the negotiation, selected

    by the sender) rules are used when the current user is participating in a negotiation he

    doesnt own.

    Rules application: this is the core part of the service. It allows the selection of the

    specific negotiation to evaluate and the selection of which rules to apply to the

    negotiation.

    The service decomposes the 1:N negotiation into several 1:1 negotiation for better

    management inside of the service logic.

    When selecting the negotiation to manage, the system automatically applies all the rules of

    the participant user, without giving visibility of this to the current user.

    This means, for example, that if person X is the creator of a negotiation and person X is

    currently evaluating one, the service will automatically apply all the rules defined by the

    participant for that negotiation.

    Since in the rules application system the order of the rules is important because the

    application of one rule can change the content for the next one, the logic of the service is to

    apply BEFORE the rules of the participants, and then the rules of the current user.

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    6. Innovative Services for Federated Interoperability

    The federated approach is characterized by the absence of any reference meta-models which

    can be used to reconciliate documents from one format to another.The Federated Interoperability service works on the structure of UBL documents, and gives to

    the user the possibility to choose how to perform transformation and reconciliation of

    different formats.

    6.1. The COIN approach

    The approach adopted in COIN is the composition of micro-services.

    The UBL document is analyzed at schema level and decomposed into several parts, each one

    representing a single main node of the document.

    For each part several possibilities of transformations exists, according to the target document

    format or even just uploaded by end users.

    For this version of the service the target domain will be the transformation of the Swedish

    invoice (UBL 1.0) to the Turkish invoice (UBL 2.0).

    The system will offers a default set of micro services which perform transformations based on

    XSLT, but the user has the possibility to upload different ones according to his specific needs.

    The users can then select and combine different micro services to get a more complex and

    complete transformation.

    6.2. Requested featuresIn this chapter are summarized the features required to the service.

    Selection of document formats: the user must be able to select which kind ofdocuments he wants to apply the transformation to.

    Presentation of single parts: the service must be able to decompose the structure ofthe selected document into smaller parts independent one from the others.

    Default transformation: the system must provide a basic way of performing

    transformation.

    Manual transformation: the system must give the user the possibility to upload

    private transformation for the selected parts.

    Testing: each transformation (default or private) must be testable by the user.Composition of micro-services: the user must be able to select different parts and use

    a set of micro-services to compose a more complex and complete transformation.

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    7. Conclusions

    The WP5.2 introduces the concept ofInteroperability Space.

    This is a set of services whose purpose is to take into account all the possible kind of data

    transformation which can be applied to documents.

    Data Interoperability can be divided into two big branches:Payload interoperability: refer to the transformations applied to the content of thedocuments.

    Schema interoperability: refer to the transformations applied to thestructureof the

    documents.

    Schema interoperability, in turn, can be divided into two braches according to the approach

    that we want to follow for the transformation:

    Unified approach: implies the use of a reference meta-model for managing thetransformations.

    Federated approach: implies the absence of a reference meta-model for managingthe transformations.

    For each of the three main groups (payload, unified and federated) WP 5.2 has developed a

    set of services.

    The Innovative Services for Semantic Reconciliation group in a unified environment a set

    of functionalities to provide an effective automatic support to the definition and execution of

    expressive mappings between heterogeneous resources, with the aim of providing a

    reconciliation framework for eBusiness resources exchange.

    The Data Payload Interoperability Serviceworks on the content of the documents and it isused in the negotiation process of UBL orders.

    The InnovativeServices for Federated Interoperabilityworks on the structure of the

    documents and proposes an approach where no reference meta-models are available, but

    instead the users are free to provide personal transformations.

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    8. References

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