Preliminaries for an Ontology of Environment and Habitat Brandon Bennett School of Computing University of Leeds [email protected] EnvO, Dagstuhl — 23rd Feb 2010 Overview These slides overview my prelimary work on constructing an ontology for environments and habitats, which is described in a paper which will be presented at FOIS-10. I cover the following topics: • Conceptual ambiguity and modes of definition. • Grounding ontology for geographic and environmental regions. • Definitions of ‘Environment’. • Towards defining ‘Habitat’. LOG 2 Previous Work • Grinnell (1917), Idea of Ecological Niche • Elton (1927), Hutchinson (1957), Vandermeer (1972), development of informal theory, • Smith + Varzi (1999), Smith (2002), mereological theory • Fonseca (2002), requirements of ecological ontologies • Keet (2005, 2006), Pennington (2006), factors involved in the niche concept and its representation. LOG 3 Conceptual Ambiguity Ontologists should beware of various kinds of vagueness and ambiguity — especially deep ambiguity: • Simple Ambiguity • Vagueness – Threshold (or sorites) Vagueness – Partiality – Deep Ambiguity ∗ Mode Ambiguity (caused by exemplar clustering) • Prototype Implication (caused by exemplar clustering and the etiquette of effective communication) LOG 4 Modes of Definitions Ontologists should be aware that many common terms harbour a kind of deep indeterminism that I call mode ambiguity. LOG 5 Modes of Definitions Ontologists should be aware that many common terms harbour a kind of deep indeterminism that I call mode ambiguity. Eg1: Artifacts may be defined in terms of: • physical properties • potential use • intended use LOG 5 Modes of Definitions Ontologists should be aware that many common terms harbour a kind of deep indeterminism that I call mode ambiguity. Eg1: Artifacts may be defined in terms of: • physical properties • potential use • intended use Eg2: A political party may be identified as either: • a set of doctrines, • an institutional organisation • or a group of people. LOG 5 Background Theories • Space • Time • Physical Regions • Individual Physical Objects • Matter Types LOG 6 Space and Time I suggest a classical Cartesian model of space and time. Space is a set of points, with a distance metric d(p1, p2). I alow a region to be any point set, although we shall typically be interested in regular 3D regions or regular 2D surfaces, as well as points and lines. surf(r) maps any regular 3-dimensional region to its surface. Time is modelled by a set of time points — linearly ordered and continuous. I will also make use of spatio-temporal regions, which are modelled as sets of space-time pairs hp, ti — meaning that point p is part of the region at time t. LOG 7 Physical Regions A physical region is a part of the universe considered both as spatially extended and as possessing material and dynamic characteristics. I assume a 1-to-1 correspondence between spatial and physical regions. phys(r), maps a spatial region r to a physical region. ext(ρ), mapping physical region ρ to its purely spatial extension. I also make use of physical surfaces and in particular oriented physical surfaces. The latter may be associated with flows of chemicals, light, heat etc. LOG 8 Individual Physical Objects I use the term individual to refer to an object that persists in time in accordance with certain identity criteria. Spatial and physical extensions of an individual depend on a time parameter. These extensions may be represented using the functions ext(i, t) and phys(i, t). The trajectory traj(i) of an individual is a spatio-temporal volume, whose spatial extension varies continuously over time and is self-connected at each moment in time. Its spatial extension is non-empty at every time point within a durative convex temporal interval span(i), and is empty at every other time point. The physical region phys(traj(i)) will be abbreviated as life(i). LOG 9 Matter Types I assume that matter types form a lattice structure. For every pair of matter types there is: • a union m1 t m2, which refers to the sum of matter of either type (e.g. fluid = liquid t gas, • an intersection m1 u m2 (e.g. liquid u metal), which refers to matter that manifests the characteristics of both matter types. (If m1 and m2 are incompatible, m1 u m2 will refer to the empty (or non-existent) matter type m⊥.) LOG 10 Totalities I use the word totality in a technical sense. Let φ(r) be a property of regions — i.e. a formula with a free region variable r. Then the term totalityr [φ(r)] denotes the largest region r∗ satisfying φ(r∗). More precisely: r∗ = totalityr [φ(r)] ≡ def (φ(r∗) ∧ ∀r0[(φ(r0) ∧ Part(r∗, r0)) → r∗ = r0]) LOG 11 Geographic Regions Rigorous specification of geographic/environmental ontologies requires clarity about what kind of entity is a geographic region. We may consider a geographic region to be a ‘part of the Earth’s surface’ but several complications arise: • One problem is the presence of non-rigid substances such as water, mud or sand. • Further ambiguity arises due to the presence of overhangs and cavities. • Another complication is that, in many contexts, a geographic region is not treated as a mathematical surface of zero thickness but more like a 3-dimensional volume that can contain material objects such as trees or buildings. LOG 12 GeoRegs I introduce GeoRegs as a set-theoretic model for geographic regions. I take the surface of the Earth’s reference ellipsoid as a primitive entity, by res. We write cres refers to the point at the centre of res. We can use res to define identity criteria for geographic regions. Let resProj(ρ), map each geo-reg to a regular closed subsurface of res — i.e. all those points on res that lie above or below or are coincident with some point that is considered to be within the physical region ρ, along a line passing through the centre of the reference ellipsoid. LOG 13 Identity of GeoRegs A necessary and sufficient identity criterion for geo-regs is that two geo-regs are identical if and only if they have the same projection onto the reference ellipsoid: ∀ρρ0[GeoReg(ρ) → ((ρ = ρ0) ↔ resProj(ρ) = resProj(ρ0)) LOG 14 Geographic Surfaces We shall often want to refer to certain types of surface that occur within the extension of a geo-reg. Surfaces of interest can often be described in terms of the vertical ordering of matter types within a geo-reg. Hence we define: • GeoAbove(p1, p2) ≡ def (d(p1, cres) > d(p2, cres)) • GeoBelow(p1, p2) ≡ def (d(p1, cres) < d(p2, cres)) LOG 15 Global Upper Surfaces We can now define the global upper surface of a given matter type m to be the surface of those points furthest from the centre of the Earth that have points of matter type m immediately below them: globalUpperSurface(m) = def {p | p ∈ ext(maxGeoReg) ∧ ∀q[GeoAbove(q, p) → ¬(q ∈ m)] ∧ ∃p0[GeoBelow(p0, p) ∧ ∀q[GeoAbove(q, p0) ∧ GeoBelow(q, p) → (q ∈ m)]]} LOG 16 Cartographic Surfaces The cartographic surface of the Earth, incorporates the surfaces of both water bodies and (non-submerged) land-forms. I define: cartSurf = def globalUpperSurface(solid t liquid) The cartographic surface of a given geographic region ρ is then simply given by cartSurf(ρ) = ρ ∩ cartSurf. LOG 17 Deriving Regions from Surface Point Properties RSSPP means ‘region satisfies surface point property’. RSSPPp[ρ, φ(p)] ≡ def ∀p[(p ∈ cartSurf(ρ)) → φ(p)]] tsspp is the ‘totality’ satisfying a given surface point property: tssppp(φ(p)) = def totalityρ[RSSPPp(ρ, φ(p))] LOG 18 Four Modes of ‘Environment’ • Immediate Environment: the factors that affect a particular subject by directly impacting the subject’s outer surface, LOG 19 Four Modes of ‘Environment’ • Immediate Environment: the factors that affect a particular subject by directly impacting the subject’s outer surface, • Affective Environment: collection of objects and/or quantities of substance contributing to and jointly determining the immediate environment of the subject, LOG 19 Four Modes of ‘Environment’ • Immediate Environment: the factors that affect a particular subject by directly impacting the subject’s outer surface, • Affective Environment: collection of objects and/or quantities of substance contributing to and jointly determining the immediate environment of the subject, • Local Environment: the physical region proximal to the subject (this is vague as the degree of proximity is unspecified — the local environment of an organism could be related to the range over which it can move during one day), LOG 19 Four Modes of ‘Environment’ • Immediate Environment: the factors that affect a particular subject by directly impacting the subject’s outer surface, • Affective Environment: collection of objects and/or quantities of substance contributing to and jointly determining the immediate environment of the subject, • Local Environment: the physical region proximal to the subject (this is vague as the degree of proximity is unspecified — the local environment of an organism could be related to the range over which it can move during one day), • Global Environment: a physical totality characterised in terms of physical characteristics that determine a range of immediate environments that are possible within the region of that totality. LOG 19 Illustration Four Modes of Environment: Immediate, Affective, Local, Global. LOG 20 Types of Affective Entities The affective environment consists of a wide variety of entities that have some impact on the subject: • the atmosphere or fluid in which the subject exists, • the sun, • objects and matter constituting the surface upon which the subject resides, • objects and their surfaces contributing to the visual perception of the subject, • gravitational force (or material objects contributing to gravity local to the subject). LOG 21 Representing Global Enviroments I propose to represent global environments as being of the same logical category as matter types (albeit ones that can refer to rather heterogeneous portions of matter). Hence, in their global sense terms such as ‘rainforest’ and ‘desert’, though structurally more complex, will be treated as of the same logical type as ‘wood’ and ‘desert’. desert = tssppp[(avTemp(p) > 15◦C) ∧ (avPrecip(p) < 20mm per month))] (Note vagueness and standpoint.) LOG 22 Interactions Among the Modes LOG 23 Mode Ambiguities of ‘Habitat’ • ‘Habitat’ may be interpreted either as a kind of global environment (as per the formal specification given above), or in terms of an organism’s affective environment (i.e. a collection of objects which have some effect on the organism). (It seems less natural to conceive of a habitat in terms of a local or immediate environment). • ‘Habitat’ may be applied to an individual organism or to a species. (It is also possible that one considers an individual in relation to the habitat of its species — e.g. ‘This caged polarbear is not in its natural habitat’.) LOG 24 • ‘Habitat’ may refer to the actual environment where an individual or species occurs (its geographic range), or to environments that are typical of a species, or to possible environments that are survivable by an organism/species (potential habitat), or perhaps to environments in which an organism/species is likely to thrive. LOG 25 Formal Specification of ‘Potential Habitat’ Suppose the environmental niche constraints for species s are specified by a geographic point predicate Niche preds(p). We can define: potential habitat(s) = tssppp(Niche preds(p)) . LOG 26 More Detailed Analysis of Organisms and Habitat • Internal State Parameters — these describe the intrinsic physical condition of the organism. • Metabolism — organism’s metabolism can be modelled by a function mapping its environment inputs into outputs. • Shielding — the capability to block or reflect environmental inputs. • Tolerance — the range of values internal compatible with the functioning and survival of the organism. • Mobility — movement capability of the organism. LOG 27
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