Foundations of Knowledge Management Categorization & Formal Concept Analysis

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707.009 Foundations of Knowledge Management Categorization & Markus Strohmaier Univ. Ass. / Assistant Professor Knowledge Management Institute Graz University of Technology, Austria e-mail: markus.strohmaier@tugraz.at web: http://www.kmi.tugraz.at/staff/markus 1

Slides in part based on Gerd Stumme Course at Otto-von-Guericke Universität Magdeburg / Summer Term 2003 ECML PKDD Tutorial Rudolf Wille as Mathematical Theory of Concepts and Concept Hierarchies, In, Eds B. Ganter et al., LNAI 3626, pp1-33, (2005) Further Literature: http://www.aifb.uni-karlsruhe.de/wbs/gst/fba03/chapter1_2.pdf (Ganter / Stumme) 2

Overview Today s Agenda: Categorization & Formal Context Formal Concepts Formal Concept Lattices FCA Implications Constructing Concept Lattices 3

Categorization [Mervis Rosch 1981] Intension (Meaning) The specification of those qualities that a thing must have to be a member of the class Extension (the objects in the class) Things that have those qualities 4

Six salient problems: Categorization [Mervis Rosch 1981] Arbitrariness of categories. Are there any a priori reasons for dividing objects into categories, or is this division initially arbitrary? Equivalence of category members. Are all category members equally representative of the category as has often been assumed? Determinacy of category membership and representation. Are categories specified by necessary and sufficient conditions for membership? Are boundaries of categories well defined? The nature of abstraction. How much abstraction is required--that is, do we need only memory for individual exemplars to account for categorization? Or, at the other extreme, are higher-order abstractions of general knowledge, beyond the individual categories, necessary? Decomposability of categories into elements. Does a reasonable explanation of objects consist in their decomposition into elementary qualities? The nature of attributes. What are the characteristics of these "attributes into which categories are to be decomposed? 5

Running Example: Taste: Sweet/Sour, Shape: Round/Long/, Color: Red/Yellow/.., Texture: Smooth/Bumpy, Ich möchte nur darauf hinweisen, i daß es eine Zeit gab, in der man die Ähnlichkeit hk it der Empfindungen zur Basis der Kategorisierung von Pflanze und Tier gemacht hat. Man denke [...] an die frühen Taxonomien des Ulisse Aldrovandi aus dem 16. Jahrhundert, der die scheußlichen Tiere (die Spinnen, Molche und Schlagen) und die Schönheiten (die Leoparden, die Adler usw.) zu eigenen Gruppen [von Lebewesen] zusammenfasste. Heinz von Foerster, Wahrheit ist die Erfindung eines Lügners, Page 22/23 [Mervis Rosch 1981] 6

Terminology ISO 704: Terminology Work: Principles i and methods DIN 2330: Begriffe und Ihre Benennungen Representation level Name Definition Concept level Apple: Concept Taste attribute a Color attribute b Shape attribute c Object level Object 1 Object 2 Object 3 property A property A property A property B property B property B property C property C property C 7

[Wille 2005] Models concepts as units of thought. ht A concept is constituted by its: Extension: consists of all objects belonging to a concept Intension: consists of all attributes common to all those objects Concepts live in relationships with many other concepts where the sub-concept-superconcept-relation superconcept relation plays a prominent role. 8

Formal context: [Wille 2005] A Formal Context is a tripel (G, M, I) for which G and M are sets while I is a binary relation between G and M. Formal Concept: A formal concept of a formal context K := (G,M, I) is defined as a pair (A,B) with and A = B, and B = A ; A and B are called the extent and the intent of the formal concept (A,B), respectively. 9

Def.: A formal context is a tripel (G,M,I), where G is a set of objects, M is a set of attributes and I is a relation between G and M. Taste: Sweet/Sour, Shape: Round/Long/, Color: Red/Yellow/.., Texture: Smooth/Bumpy, (g,m) I is read as object g has attribute m. 10

Derivation Operators Taste: Sweet/Sour, Shape: Round/Long/, Color: Red/Yellow/.., Texture: Smooth/Bumpy, A G, B M (A Extent, B Intent) all attributes shared by all objects of A all objects having all attributes of B A 1 A formal concept is defined as a pair (A,B) A = B, and B = A A 1 X X X X X X X X X 11

Def.: A formal concept is a pair (A,B), with A G, B M A =B and B = A Taste: Sweet/Sour, Shape: Round/Long/, Color: Red/Yellow/.., Texture: Smooth/Bumpy, all attributes shared by all objects of A all objects having all attributes of B Intent Set A is called the extent (a set of objects) Set B is called the intent (a set of attributes) Extent t Of the formal concept (A,B) 12

Sub/Superconcept Relation Taste: Sweet/Sour, Shape: Round/Long/, Color: Red/Yellow/.., Texture: Smooth/Bumpy, A G, B M all attributes shared by all objects of A all objects having all attributes of B B 1 A 1 B 2 A 2 A 1 A 2 X X X X X X X X X The orange concept is a subconcept of the blue concept, since its extent is contained in the blue one. (equivalent to the blue intent is contained in the orange one) 13

Concept Lattices Concept Lattices (cf. Galois Lattices) Where is C1 & C2 located? Taste: Sweet/Sour, Shape: Round/Long/, Color: Red/Yellow/.., Texture: Smooth/Bumpy, A 2 A 1 A 2 A 1 X X X X X X C2 C1 X X X Extent Intent Formal Concept C1 (A1, A1 ) The set of objects that are yellow, sweet and smooth 15

Concept Lattices Concept Lattices (cf. Galois Lattices) Taste: Sweet/Sour, Shape: Round/Long/, Color: Red/Yellow/.., Texture: Smooth/Bumpy, A 1 (Attributes) Intent Ex xtent (Objec cts) A1 A 1 X X X X X X X X X 16

Concept Lattices Def.: The concept lattice of a formal context t (G,M,I) (GMI)is the set of all formal concepts of (G,M,I), together with the partial order The concept lattice is denoted by B(G,M,I). Theorem: The concept lattice is a lattice, i.e. for two concepts (A 1,B 1 ) and (A 2,BB 2 ), there is always a greatest common subconcept and a least common superconcept p 17

Greatest Common Subconcept Which objects share the attributes smooth and red and sour? A: Grapes, Apples greatest common subconcept (infimum) a greatest common subconcept and a least common superconcept p 18

Least Common Superconcept Which attributes share the objects strawberries and lemon? A: Bumpy, round least common superconcept (supremum) a greatest common subconcept and a least common superconcept p 19

Implications Def.: An implication Taste: Sweet/Sour, Shape: Round/Long/, Color: Red/Yellow/.., Texture: Smooth/Bumpy, B1 -> B2 holds in a context (G, M, I) if every object intent respects B1 ->B2, i.e. if each object that has all the attributes in B1 also has all the attributes in B2. We also say B1->B2 is an implication of (G,M,I). B1 B2 B2 B1 20

Object count f Implications Taste: Sweet/Sour, Shape: Round/Long/, Color: Red/Yellow/.., Texture: Smooth/Bumpy, 21

Implications: Applications / AOL Search Query Logs 22

Applications / Goal Tagging Implications: 23

Applications / Bugs - Bugzilla Implications: 24

FCA / Scaling Transforming many-valued into single valued contexts Many-valued contexts Color Shape Taste Texture Apple Red/ green/ yellow Round Sweet/ sour Smooth Lemon Yellow Round sour Bumpy What hasn t been mentioned yet Banana Yellow Long Sweet Smooth Strawberries Red Round Sweet Bumpy Grapes Red/ green Round Sweet/ Smooth sour Pear Yellow Long Sweet Smooth Via Scales S 1 red green yellow Color Shape Taste Texture red X green X yellow X 25

Knowledge Acquisition iti CIMIANO, HOTHO, & STAAB 2005 26

Knowledge Acquisition iti CIMIANO, HOTHO, & STAAB 2005 27

Knowledge Acquisition iti CIMIANO, HOTHO, & STAAB 2005 28

29 Knowledge Acquisition CIMIANO, HOTHO, & STAAB 2005

AN Naive Approach: Lattice Construction Algorithms Ganter / Stumme 2003 31

Lattice Construction Algorithms Example: (Formal Concepts) Ganter / Stumme 2003 32

AN Naive Approach: Lattice Construction Algorithms Ganter / Stumme 2003 33

Lattice Construction Algorithms Example: 5 is a subconcept of 10 (FC(5): {T 2,T 7 },{e}) <= FC(10): ({T 1,T 2,T 3,T 4,T 5,T 6,T 7 },{0}) Why is there no line between FC4 & 7? Ganter / Stu umme 2003 ({0},{a,b,c,d,e}) <= ({T 4 },{a,b,c}) a circle for a concept is always positioned higher than all circles for its proper subconcepts. Ganter / Stumme 2003 34

Lattice Construction Algorithms Example ctd : Reduced Labeling (Top to bottom) 10 5 2 4 3 9 8 7 1 6 Ganter / Stumme 2003 35

Tools: E.g. ConExp http://conexp.sourceforge.net/index.html Networks.tb http://networks-tb.sourceforge.net/ JaLaBa http://maarten.janssenweb.net/jalaba/jalaba.pl Further Information FCA Homepage http://www.upriss.org.uk/fca/fca.html 36

ConExp http://conexp.sourceforge.net/index.html t/i 37

Bonus Task Sketch a categorization ti example Define a Formal Context, for which G >=10, M >=10 and I ~ G + M Use Conexp to Name all elements of G and M (choose plausible G and M) Represent your formal context (choose plausible I) Draw the Concept Lattice Calculate Implications (there should be at least one implication with f>3) Submit A one-page.pdf file that contains your 1) context, 2) the layouted(!) lattice 3) the top10 implications and 4) a brief interpretation of your example Name the pdf File using the following Syntax: GWM11-BT2-YOURMATR-YOURLASTNAME.pdf To me via e-mail using subject [GWM11-BT2-YOURMATR] before the beginning of next week s class 38

Any yquestions? See you next week! 39