%+
%   TITLE:          SO_IntroDuctionToComputationalSociology.tex
%   VERSION:        1-001
%   FACILITY:       entry point of the introductionary paper
%                   for SO - Sociological Ontology
%
%   AUTHOR(S):      Hlaszny, Edit PhD [HED] edithlaszny@gmail.com
%   SUPERVISED BY:  -
%   CREATION DATE:  23-SEP-2025
%
%   ENVIRONMENT:    net.sourceforge.texlipse_1.5.0 as plugin
%                   Eclipse IDE for Enterprise Java and Web Developers
%                   Version: 2025-03 (4.35.0)
%                   Build id: 20250306-0812
%                   on iMAC macOS Monterey Version 12.5.1
%
%   DESIGN ISSUES:  LaTeX Beginners Guide.pdf
%                   LaTex manual.pdf
%                   Practical Guide for Scientific Writing.pdf
%                   Practical LaTeX.pdf
%                   The LaTeX companion.pdf
%
%   PORTABILITY ISSUES:     none
%   SUBSYSTEM:              none
%   MODIFICATION HISTORY:
%       date        modified by  vers.
%       23-SEP-2025 [HED]        1-001 first draw
%-

\documentclass[8pt]{article}

\usepackage{multicol}
\usepackage{graphicx}
\usepackage{graphics}
\usepackage{fancyhdr}
\usepackage{geometry}
\usepackage{caption}
\usepackage{xcolor}
\usepackage{hyperref}
\usepackage{enumerate}
\usepackage{float}
\usepackage{multicol,caption}
\usepackage[T1]{fontenc}

%+
%  Supressing the package warning: 
%  <The option 'hypcap=true' will be ignored>
%-
\captionsetup{hypcap=false} 

%+
%   two column document, with column separation  
%-
\setlength{\parskip}{2pt plus 1pt minus 0.5pt}
\setlength{\baselineskip}{9pt}
\setlength{\columnsep}{20pt}   %% missing
\clubpenalty=10000
\widowpenalty=10000

%\setlength{\columnsep}{20pt}
% \setlength{\multicolsep}{6pt plus 2pt minus 1.5pt}
% \setlength{\columnsep}{20pt}
% \raggedbottom

\raggedbottom
\setlength{\parskip}{2pt plus 1pt minus 0.5pt}
\setlength{\columnsep}{20pt}     % ???
\setlength{\baselineskip}{9pt}
\clubpenalty=10000
\widowpenalty=10000


\hoffset         = -30pt 
\voffset         = -20pt % 0pt 
\headheight      =   0pt %%%10pt  
\headsep         =  28pt %% 20pt %26pt 
\textheight      = 660pt 
\footskip        =  25pt % 35pt 
\textwidth       = 495pt 
\paperwidth      = 595pt 
\paperheight     = 790pt % 800pt % 842pt 

\pagestyle{fancy}
\fancyhead[L]{\scriptsize{SO: A Foundational Ontology for Computational Sociology}}
\fancyfoot[L]{\textcolor[RGB]{160,160,160}{\scriptsize{\raise0.3ex\hbox{\tiny{\textcopyright}} Dr Edit
              Hlaszny | 24 Sep 2025}}}
\fancyfoot[C]{ }
\fancyfoot[R]{\scriptsize{Page \thepage}}

\newenvironment{myindentpar}[1]% 
{   \begin{list}{}%
         {\setlength{\leftmargin}{#1}}%
         \item[]%
    }
    {\end{list}
 }

%+
%  Customized item list 
%  #1 : item entry
%  #2 : item content
%-
\newcommand{\piece}[2]{
    \vspace{-4pt}
    \item{\emph{#1} {#2}}
}

%+
%  Customized item list 
%  #1 : item
%-
\newcommand{\densepiece}[1]{
    \item{#1}
    \vspace{-6pt}
}

%+
%  Defining macro for unique figure-displaying
%  #1 : filename of the figure
%  #2 : width (0.5 .. 1.0)
%  #3 : figure title
%  #4 : indentation (\raggedleft, \raggedright, \centering)
%  #5 : +/- vertical space before the figure
%  #6 : +/- vertical space between the figure and the title
%  #7 : +/- vertical space after the figure
%-
\newcommand{\showFig}[7]{
    \vspace{#5} % space before
    \captionsetup{labelfont={sf}}
    \medskip
        \noindent
        \begin{minipage}{\columnwidth}
            #4  %  indentation
            \includegraphics[width=#2\columnwidth]{#1} % figure filename
            \vspace{#6}
            \captionof{figure}{\fontsize{9}{9}\selectfont\sffamily #3} % figure title
        \end{minipage}
    \medskip
    \vspace{#7} % space after
}
 
\newcommand{\parbreak}{\vspace{2pt}\par\noindent} 
\newcommand{\vertAdjust}{\vspace{-6pt}\par\noindent}
\newcommand{\SO} {$\mathcal{SO}$ }

\title
{
    \fontsize{11pt}{11pt}\selectfont\sffamily
    \hspace{-20pt}
    \textbf{SO: A Foundational Ontology for Computational Sociology}
    \par
    \vspace{8pt}
}

\author % and Abstract
{
    \fontsize{9pt}{9pt}\selectfont\sffamily
    \hspace{-18pt}
    Dr Edit Hlaszny\\
    Dr Hlaszny Bioystems Engineering\\
    Mail: edit@edithlaszny.eu\\
    \hypersetup{hidelinks}\url{http://www.edithlaszny.eu/}\\
    \fontsize{10pt}{10pt}\selectfont\sffamily
    \\ \textbf{Abstract}
    \vspace{4pt}\\
    \fontsize{8pt}{9pt}\selectfont\sffamily
    The history of computational sociology extends over the last 4.5 decades; 
    its roots can perhaps be found in general systems theory and structural 
    functionalism. Ontologies have been created in a wide range of subject 
    areas and their number and application areas are dramatically growing. 
    However, it can be considered quite well-founded to assume that no 
    ontology has been created in the general sociological subject area so far.
%    \vspace{4pt}\\ 
    The SO (sociological ontology) mentioned in the title makes a modest 
    attempt at this, hoping that true experts in the subject area will find
    the topic itself (creating and further developing sociological ontologies) 
    interesting. Therefore, let us quote modestly the esteemed Basel mathematician 
    Johann Bernoulli, Opera Omnia, 67, Tom. I.: \textit{"Problema novum ad 
    cuius solutionem sociologi invitantur."}
    \vspace{8pt}\\
    \fontsize{9pt}{9pt}\selectfont\sffamily
    \textbf{Keywords}
    \vspace{4pt}\\
    \fontsize{8pt}{8pt}\selectfont\sffamily
    Computational sociology; ontology; Java-based application.
}




%+
%   BEGIN DOCUMENT  ---------------------------------------------------------------------
%-
\begin{document}

\makeatletter
    \@title
    \@author
\makeatother

%+
%   BEGIN OF TWO COLUMNS   --------------------------------------------------------------
%-
%  \begin{multicols}{2}
\begin{multicols*}{2}

%+
%   Setting the layout of SECTIONS   ----------------------------------------------------
%-
\renewcommand{\section}[1]
{
    \vspace{4pt}
    \setcounter{secnumdepth}{0} % Suppress numbering for all sections
    \fontsize{9}{10}\selectfont\sffamily
    \label{#1}
    \par
    \nobreak
    \vskip 0.3\baselineskip\noindent
    \vspace{-10pt}\hspace{-8pt}
    \refstepcounter{section}
    {\normalfont\arabic{section}.}~\ignorespaces 
    \textbf{#1}
    \addcontentsline{toc}{section}{#1}
    \vspace{5pt}
}

%+
%   Setting the layout of SUBSECTIONS   ------------------------------------------------
%-
\renewcommand{\subsection}[1]
{
    \fontsize{8}{9}\selectfont\sffamily\parindent=0pt
    \label{#1}\par\nobreak % Don't break before title on a new page
    \refstepcounter{subsection}
    \vskip 0.8\baselineskip
    \noindent
    {\normalfont\arabic{section}.\arabic{subsection}}~
    \textbf{#1}
    \par
    \addcontentsline{toc}{subsection}{#1}
    \vspace{2pt}
}

%+
%   Setting the layout of SUBSECTIONS   ------------------------------------------------
%-
\renewcommand{\subsubsection}[1]
{
    \vspace{-2pt} 
    \fontsize{9}{9}\selectfont\sffamily\parindent=0pt
    \label{#1}\par\nobreak
    \vskip 0.4\baselineskip
    \emph{#1}
    \par
    \addcontentsline{toc}{subsection}{#1}
%    \vspace{2pt} 
}


\section         % 1
{\textcolor[RGB]{0,0,250}{What's Actually in This Paper}} 
    \subsection
    {For readers\ldots} % 1.1
    who'd rather cut to the chase than plough through the usual 
    academic throat-clearing, here's what has actually been built:

    \begin{itemize}
        \piece{The ontology itself: }
              {700+ classes covering general sociology, 254 object
               properties, 78 data properties, and 201 n-ary causal
               relations—all properly mapped under BFO 2020 top-level
               ontology classes.}

        \piece{A web-based browser }
              {that lets you navigate the whole thing without getting
               lost in the conceptual weeds.}

        \piece{Development tools }
              {for extending the system: Eclipse IDE integration, 60 Java
               classes, database management scripts, and a \LaTeX-based
               documentation generator--because ontologies that can't
               evolve are rather pointless.}
    \end{itemize}
\vspace{-4pt}
The paper walks through the theoretical foundations (skip if you're 
in a hurry), technical implementation (don't skip if you're planning 
to use this), and demonstrates why computational sociology might benefit 
from having its conceptual house in order. 
\vspace{4pt}\\
Crack on---read what interests you, skip what doesn't :) 

\section         % 2
{On computational Sociology} 
    \subsection
    {The Epistemological Foundations of Sociological Ontology} % 2.1
    The fundamental methodological divide between social and natural sciences stems 
    from their divergent subject matter and analytical challenges. Natural sciences 
    examine phenomena governed by universal laws, enabling prediction and replication
    through controlled experimentation.
    \parbreak
    Social sciences confront human agency, cultural variation, and historical 
    contingency, rendering absolute prediction impossible. Social phenomena 
    emerge from complex interactions between individual choice and structural 
    constraints, creating inherently interpretive challenges.
    \parbreak
    The observer-observed relationship further complicates social inquiry. 
    Researchers cannot achieve complete detachment from their cultural context, 
    whilst their subjects possess reflexive awareness that can alter behaviour 
    under study.
    \parbreak
    Mathematical formalisation has historically correlated with scientific 
    maturity across disciplines. Physics achieved predictive precision through 
    mathematical modelling, whilst chemistry and biology developed rigorous 
    quantitative frameworks as they matured.
    \parbreak
    However, this relationship requires nuanced evaluation. Mathematics provides 
    analytical precision and enables hypothesis testing, yet its applicability 
    varies across domains. Economics extensively employs mathematical methods 
    whilst remaining contentious regarding predictive accuracy.
    \parbreak
    The presumption that mathematical sophistication equals scientific validity 
    risks privileging quantification over explanatory depth. Complex social 
    phenomena may resist meaningful reduction to mathematical representations 
    without losing essential characteristics.
    \parbreak
    An elaborated sociological ontology would represent a significant advancement 
    in computational sociology by providing systematic conceptual architecture 
    for social phenomena. Traditional computational approaches often suffered 
    from ad hoc categorisations and inconsistent terminology.
    \parbreak
    A rigorous ontological framework enables precise definition of social concepts, 
    their relationships, and hierarchical organisation. This facilitates automated 
    reasoning, knowledge integration, and comparative analysis across diverse 
    sociological domains.
    \parbreak
    Ontological standardisation promises enhanced reproducibility in computational 
    social research. Researchers can build upon shared conceptual foundations 
    rather than constructing idiosyncratic frameworks for each investigation.
    \parbreak
    The SO system demonstrates how formal ontological methods can capture 
    sociological complexity whilst maintaining logical consistency. By grounding 
    social concepts within established philosophical frameworks like BFO, it 
    bridges humanistic insight with computational tractability.
    \parbreak
    Such developments suggest computational sociology's evolution from purely 
    quantitative analysis towards sophisticated conceptual modelling. This 
    represents methodological advancement rather than replacement of traditional 
    sociological approaches.
    \parbreak
    The integration of ontological reasoning with empirical analysis may ultimately 
    transcend the quantitative-qualitative divide by providing structured frameworks 
    for both numerical data and interpretive understanding within unified analytical 
    systems.
    \vertAdjust
    % ---------------------------------------- end of subsection
    
    \subsection
    {The Crucial Role of Ontologies in the Modern Era} % 2.2
    In an age defined by the exponential growth of information, the discipline of 
    ontology has transcended its philosophical origins to become a cornerstone of 
    modern knowledge engineering. Ontologies, as formal specifications of a shared 
    conceptualization, serve as foundational frameworks for structuring, organizing, 
    and interpreting information in a machine-readable manner. 
    \parbreak 
    They provide a precise and unambiguous vocabulary of classes, properties, and 
    relationships to model a domain of interest. This semantic rigor is essential 
    or transforming unstructured data into meaningful, interconnected knowledge 
    graphs. Beyond simple data categorization, ontologies enable advanced forms 
    of reasoning and inference, allowing computational systems to discover new 
    relationships, validate logical consistency, and make informed decisions that 
    would be impossible with traditional data models. The role of ontologies today 
    is therefore not merely descriptive but is actively generative, creating the 
    semantic infrastructure necessary for intelligent systems to operate effectively 
    in an increasingly complex world. 
    \vertAdjust
    \vertAdjust
    % ---------------------------------------- end of subsection

\section         % 3
{The Semantic Web and Its Foundational Technologies} 

    \subsection
    {Technological overview} % 3.1
    The vision of the Semantic Web, as an extension of the World Wide Web, is to 
    make Internet data machine-readable and semantically meaningful, facilitating 
    seamless integration and automated reasoning. Its technical foundation is built 
    upon a layered architecture of standards and languages designed to achieve this 
    goal. At the core are resource description frameworks such as RDF (Resource 
    Description Framework), which provides a simple, graph-based model for making 
    statements about resources in the form of subject-predicate-object triples. 
    \parbreak
    For expressing more complex relationships and formal axioms, OWL (Web Ontology 
    Language) serves as the primary language. OWL offers a rich set of constructors 
    for defining classes, properties, and the intricate logical relationships between
    them, enabling sophisticated reasoning over the data. 
    \parbreak
    The Web Ontology Language has three sublanguages (OWL Lite, OWL DL, and OWL 
    Full) each offering different levels of expressiveness and corresponding reasoning
    capabilities. These ontologies are often encoded in standardized formats such as
    OWL/XML, RDF/XML, or JSON-LD, ensuring interoperability across different tools 
    and platforms. 
    \parbreak
    The ecosystem of semantic technologies includes reasoners (such as FaCT++ and 
    HermiT) that perform logical inference and consistency checks, query languages 
    like SPARQL that enable complex graph queries, and various API libraries and 
    software frameworks that facilitate the development and manipulation of semantic 
    data.
    Collectively, these technologies provide a robust and powerful toolkit for 
    building and leveraging semantic representations of knowledge.
    % ---------------------------------------- end of subsection
    
    \subsection
    {The Social Ontology (SO) in Practice} % 3.2
    The Social Ontology (SO) represents a formal and systematic conceptualization
    of the domain of sociology. It provides a foundational vocabulary of classes 
    and properties for modeling the full spectrum of social phenomena, from 
    micro-level interactions and individual dispositions to macro-level social 
    structures, institutions, and global processes. By rigorously defining these
    concepts and their relationships, the SO serves as a powerful instrument for:

        \subsubsection
        {Research:}
        It enables researchers to formalize hypotheses and theories in a machine-readable 
        format, facilitating automated reasoning and the discovery of non-obvious connections 
        between disparate social concepts. For instance, a researcher could use the ontology 
        to query for all bfo:processes that occur in a bfo:realizable entity (like Law), or 
        to analyze how different forms of Social\_Control (realizable entity) are linked 
        to various types of Deviance (process). This level of formalization supports 
        quantitative, qualitative, and mixed-methods research by providing a common 
        semantic ground.
            
        \subsubsection{Education:}
        As a pedagogical tool, the SO can be used to teach students the
        foundational concepts and theoretical frameworks of sociology in 
        a structured and interconnected way. It visually represents the 
        relationships between different schools of thought, key concepts,
        and their hierarchical organization, providing a clear and 
        comprehensive map of the discipline.
               
        \subsubsection{Interoperability:}
        The SO's alignment with a robust upper ontology like BFO 2020 
        ensures that its concepts can be semantically integrated and 
        reasoned over with other domain ontologies in fields such as 
        public health, economics, political science, and environmental 
        science. This allows for a trans-disciplinary understanding of
        complex societal issues, where sociological insights can be 
        linked with data and knowledge from other fields to create a 
        more holistic and powerful knowledge base for research, 
        policy-making, and social analysis.
     \columnbreak
              
\section         % 4
{Basic design considerations of SO: object properties} 

    \subsection
    {Object properties and their inverses} % 4.1
    The existence of an object property does not logically entail the
    existence of its inverse - this would require an additional axiom
    or inference rule. However, the situation with reasoners is more 
    subtle than it might initially appear.

        \subsubsection{The Reasoner Perspective}
        Some reasoners (particularly those implementing complete tableaux 
        algorithms for description logics like ALCIQ or SHOIN) can indeed 
        work with implicit inverse relationships without requiring explicit
        inverse property declarations. They achieve this through:
        \parbreak

        \textbf{Query rewriting}: When encountering a pattern that would benefit
        from an inverse property, they can reformulate queries to use the original
        property in reverse
        \parbreak

        \textbf{Internal inverse handling:} They maintain internal representations
        that treat $\mathtt{P(x,y)}$ and $\mathtt{P}^{-1}\mathtt{(y,x)}$ as equivalent
        without requiring explicit declaration of $\mathtt{P}^{-1}$.
        However, this capability varies significantly across reasoners and 
        reasoning tasks.

    \subsection                %4.2
    {The Case for Explicit Inverse Properties}
    
    Despite some reasoners' capabilities, there are compelling reasons 
    to define inverse properties explicitly:

        \subsubsection{Semantic Clarity:}
        Inverse properties often represent genuinely distinct conceptual 
        relationships. In a sociology ontology, "hasChild" and "hasParent" 
        aren't merely logical inverses - they capture different social and 
        conceptual perspectives on kinship relations.

        \subsubsection{Reasoner Agnosticism:}
        Not all reasoners handle implicit inverses equally well, particularly 
        when dealing with complex property chains, transitivity, or functional 
        properties.

        \subsubsection{Query Expressiveness:} 
        Explicit inverses enable more natural and efficient SPARQL queries 
        and API interactions.

        \subsubsection{Ontological Completeness:}
        If a relationship is conceptually bidirectional and both directions 
        are meaningful in your domain, explicit representation better 
        captures the ontological structure. 
        
        \subsubsection{A Pragmatic Approach:}
        Many people believe that some kind of pragmatic approach is worth taking: 
        Rather than defining inverses for "every possible case," they use this
        heuristic. \textit{Define explicit inverses when:} The inverse represents  
        a conceptually distinct relationship (hasChild/hasParent), when the 
        inverse is frequently queried, or when it participates in different
        axioms or property characteristics. \textit{Rely on implicit inverses when:}
        The inverse is purely a logical convenience with no distinct conceptual content.
              
    \subsection                %4.3
    {Computational overhead}
    For SO, relationships like "belongsToOrganization / hasMember" or 
    "influencedBy / influences" likely warrant explicit inverse properties 
    due to their conceptual significance in sociological analysis.
    \parbreak
    The computational overhead of additional properties is generally negligible 
    compared to the benefits in semantic expressiveness and reasoning reliability.
    \parbreak
    Nevertheless, the SO includes inverse properties for each object property, 
    ensuring that future ontologists developing the system have these inverses 
    readily available and can choose whether to utilise them or not.
    This hierarchy provides a comprehensive foundation for sociological object properties. 
    Each object property includes both the forward and inverse relationships, along with concise 
    annotations explaining their sociological significance.
    \columnbreak
    
    \subsection                %4.4
    {Object properties follow sociological dimensions}

    \begin{itemize}
        \piece{Communication:}
              {the mechanism through which social reality is constructed 
               and maintained}
        \piece{Cultural relations:}
              {shared meaning systems that bind communities}
        \piece{Demographic properties:}
              {essential for population and life course classes}
        \piece{Deviance and control properties:}
              {crucial for extensive deviance and crime classes}
        \piece{Economic relations:}
              {material basis of many social relationships and inequalities}
        \piece{Environmental properties:}
              {important your spatial and urbanization classes}
        \piece{Health/medical properties:}
              {important for medical sociology concepts}
        \piece{Membership and belonging:}
              {essential for group dynamics and identity formation}
        \piece{Organizational properties:}
              {important for many institutional and organizational classes}
        \piece{Political properties:}
              {necessary for governance and power-related classes}
        \piece{Power and influence:}
              {fundamental to understanding social stratification and control}
        \piece{Research methodology properties:}
              {essential for connecting research-related classes 
               (Census, Interview, Observation, etc.)}
        \piece{Social control:}
              {mechanisms for maintaining order and transmitting culture}
        \piece{Social relationships:}
              {the building blocks of social networks and community}
        \piece{Spatial/temporal relations:}
              {contextual factors shaping social interaction}
        \piece{Stratification properties:}
              {vital for social class and inequality concepts}
        \piece{Technology/media properties:}
              {increasingly crucial for contemporary sociology}
    \end{itemize}
    These entities (the SO contains a total of 254 object properties) work 
    well with the class hierarchy (674 classes) of the  ontology, particularly 
    with entities like Social\_Organizations, Social\_Groups, Social\_Processes, 
    and the various institutional categories.

\end{multicols*}        
% \end{multicols}

\end{document}

%+
%  end of file  SO_IntroDuctionToComputationalSociology.tex
%-
