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Scientific Communication




    Flyspeck in a Semantic Wiki – Collaborating on a Large
         Scale Formalization of the Kepler Conjecture
                           3rd Semantic Wiki Workshop, ESWC 2008


                   Christoph Lange1 , Sean McLaughlin2 , Florian Rabe1

                                    1   Jacobs University, Bremen, Germany
                               2   Carnegie Mellon University, Pittsburgh, USA


                                                June 2, 2008




Lange/McLaughlin/Rabe (Jacobs University/CMU)            Flyspeck in a Semantic Wiki   June 2, 2008   1
Scientific Communication



 Overview




         The Flyspeck proof formalization project, and why it needs wiki
         support
         Requirements for a wiki to support Flyspeck
         Evaluation of Semantic MediaWiki and SWiM w. r. t. these
         requirements
         Further roadmap




Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   2
Scientific Communication



 Scientific Communication


  Scientific communication means collaborating on documents
         Semantic markup languages support the
         workflow of structuring, annotating or                  Publication                           Application
         reorganizing knowledge items
                                                                       Compute/
                                                                       Experiment                 Prove
         Particularly common in the domain of
                                                                                        The
         mathematics (cf. preceding talk)                                            Creativity
                                                                                      Spiral

                                                                    Visualize                      Specify/
         SWiM is a semantic wiki for                                                               Formalize



         mathematical knowledge management                   Com−
                                                                                    Conjecture                 Teaching
                                                             munication
         We want to evaluate whether it will                          (B. Buchberger, 1995)
         really support scientific knowledge
         engineering projects


Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki                         June 2, 2008     3
Scientific Communication



 The Kepler Conjecture




         1611:     Kepler √conjectures that the max. density of packed unit spheres
         in 3D     is π/(3 2)
         19??:     Hilbert includes the conjecture in his 18th problem
         1995:     Hales proves the conjecture with massive computer usage:
                300 pages of human-readable text (theoretical foundations, proof
                outline)
                thousands of lines of computer code (non-standard, not formalized for
                a proof assistant)
                touches many areas of mathematics: plane, solid, spherical geometry,
                graph theory, hypermaps, single and multibariable calculus, plane and
                spherical trigonometry
Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   4
Scientific Communication



 Flyspeck

         1995: Hales proves the Kepler conjecture
         Reviewers are 99% convinced but cannot verify the proof
         2003: Hales initiates the Flyspeck project to fully formalize
         (“computerize”) the proof to a proof assistant’s level
         Expected duration: 20 man-years
  Intermediate results of computerization:
         one fundamental algorithm in the computer code proven correct
         linear programming and global optimization code being investigated
         in two Ph. D. theses
  Bulk of mathematical formalization remains to be done:
         elementary theories (e. g. spherical geometry) need to be defined
         (existing proof assistant libraries don’t contain them!)
         then the specific aspects of Kepler
Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   5
Scientific Communication



 Supporting Flyspeck in a Wiki

         Flyspeck makes an excellent use case for a semantic wiki
         Not only the highly formal proof is the goal, but also
         human-comprehensible description
         Large number of loosely coupled lemmas ⇒ many people can
         collaborate independently
  Requirements for a wiki:
         human-readable presentation of descriptive text
         support for stepwisely computerizing human-readable informal text
         support for additional annotations, e. g. for discussing a formal
         definition, or for project management
         import/export interface to proof assistant(s), ultimately having the
         proof assistant integrated into the wiki (cf. MathWiki)

Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   6
Scientific Communication



 Scenario
     1    Browse for to-dos
     2    Download (with dependencies) into local proof checker
     3    Browse wiki for help, discuss existing formalizations, refine informal
          annotations
     4    Upload computerized proof, wiki checks it

      To do                                          1. Browse
         Topic            Lemma         Discussion
         Trigonometry     1.3           5 posts
         Hypermaps        4.2           ...

      [Download computerization]
      Type: Overview
                                                         2. Download
         references
      Lemma 1.3
      The cosine is an even function.
      The sine is an odd function.
                                                                          Cosine
                                                                           Cosine
      cos(−x ) = cos(x )                              usesSymbol            Cosine
                                                                          cos : R → R, x
                                                                           cos
                                                                                         → ...
                                                                            cos
      sin(−x ) = −sin(x )                                                 [Download computerization]
                                                                           [Download computerization]
                                                                            [Download computerization]
                                                                          Page type: Definition
      [Download computerization]                                           Page type: Definition
                                                                            Page type: Definition
                                                                          Topic: Trigonometry
      Type: Lemma, Topic: Trigonometry                                     Topic: Trigonometry
                                                                            Topic: Trigonometry
      Proven: no (3 attempts)

Lange/McLaughlin/Rabe (Jacobs University/CMU)                Flyspeck in a Semantic Wiki                 June 2, 2008   7
Scientific Communication



 Wiki Structure

         Knowledge base: one page contains one theory, symbol definition,
         lemma, or proof
         One discussion page per knowledge item, discuss issues related to the
         knowledge item there
         Theory browser: browse e. g. by topic (“spherical geometry”), or by
         logical dependency
         Editor: annotate and structure semi-formal texts, refactor definitions
         and theories
         Download (with dependencies), Upload (with check)
         Query interface:
                “Which lemmas about composite regions need to be proved?”
                “What lemmas are difficult to prove?”
                “What do I need to understand the Jordan Curve Theorem?”
                “What other lemmas could help me to prove this one?”

Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   8
Scientific Communication



 Evaluation of two Wikis



  What is the right wiki to support Flyspeck?
     Data at our disposal:
                the TEX sources of the Flyspeck outline
                a Twelf computerization of lemmas from trigonometry
         Imported these into Semantic MediaWiki and SWiM
         Evaluated how much of the Flyspeck requirements these existing
         systems fulfilled




Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   9
Scientific Communication



 Semantic MediaWiki

         imported Twelf computerization via a custom upload page, enhanced
         it to improve navigation (symbols linked to their declaration,
         automatic categorization)
         one page for every computerized lemma, transcluded into one with
         additional comments and annotations
         Queries easy but not powerful enough (e. g. no negation):
         [[Category:Unproven]] [[Category:Lemma]]
         [[Category:Trigonometry]] [[written in::Twelf]]
         Ad hoc ontology development found useful for project management
         Importing existing OMDoc ontology for mathematical knowledge:
         could merely reuse vocabulary, no inference supported
         A
         LTEX formulæ not semantically structured


Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   10
Scientific Communication



 Semantic MediaWiki




Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   11
Scientific Communication



 SWiM
         Manually converted some Twelf to OMDoc, SWiM’s native math
         representation language (like OpenMath, but more expressive)
         (Automated conversion possible, too)
         SWiM supports OMDoc’s ontology: types of mathematical knowledge
         items and their interrelations, e. g. “Proof proves Assertion”
         Structured discussion pages: infrastructure for issue tracking and
         resolving (work in progress)
         SPARQL inline queries:
         SELECT ?l WHERE { ?l rdf:type odo:Lemma .
                           ?l swrc:isAbout <Composite_Regions> .
                           OPTIONAL { ?p rdf:type odo:Proof .
                                      ?p odo:proves ?l . }
                           FILTER ( ! bound(?p) ) }


         Annotation not as straightforward as in Semantic MediaWiki
         Good RDF-based browsing, graph browser
         Reasoning powerful in principle (Pellet DL reasoner), but doesn’t scale
         Semantically structured mathematical formulæ
Lange/McLaughlin/Rabe (Jacobs University/CMU)             Flyspeck in a Semantic Wiki   June 2, 2008   12
Scientific Communication



 SWiM




Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   13
Scientific Communication



 Related Work



         Combining computerized proofs and human-readable text: Isar, Mizar
         (but no web collaboration)
         Informal mathematical knowledge collections: Wikipedia, PlanetMath
         (no semantics)
         Wikis integrating proof assistants:
                Logiweb: collaborative system, but hardly any browsing support.
                Interesting but idiosyncratic proof checker
                ProofWiki prototype: Coq proof assistant inside MediaWiki; so far no
                semantics except Coq’s, content either computerized or
                human-readable




Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   14
Scientific Communication



 Conclusion and Further Work
  Continue enabling SWiM for Flyspeck (but Semantic MediaWiki was great
  for rapid prototyping!)
                                             A
    Importing: need to investigate existing LTEX→ HTML+MathML path,
                extend towards OMDoc, use SWiM’s split-on-import
   Annotating: need more flexibility; need refactoring assistance
     Browsing: narrative book structure would be important for humans.
                Work aligning OMDoc and SALT ontologies in progress.
    Discussing: integrating DILIGENT argumentation ontology with
                domain-specific extensions into SWiM
     Querying: formula search not investigated, but solution exists. E. g.
                          ∞
                retrieve 0 f (y + z)dy by searching ?? f (x ?z)dz
  Different PAs: For now focus on a single proof assistant (likely Isabelle),
                but logic translation would be nice
    Download: computing dependencies: rules could work, but probably
                need a more sophisticated calculus
       Upload: integrating theorem prover for checking uploaded data
Lange/McLaughlin/Rabe (Jacobs University/CMU)   Flyspeck in a Semantic Wiki   June 2, 2008   15

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Flyspeck in a Semantic Wiki – Collaborating on a Large Scale Formalization of the Kepler Conjecture

  • 1. Scientific Communication Flyspeck in a Semantic Wiki – Collaborating on a Large Scale Formalization of the Kepler Conjecture 3rd Semantic Wiki Workshop, ESWC 2008 Christoph Lange1 , Sean McLaughlin2 , Florian Rabe1 1 Jacobs University, Bremen, Germany 2 Carnegie Mellon University, Pittsburgh, USA June 2, 2008 Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 1
  • 2. Scientific Communication Overview The Flyspeck proof formalization project, and why it needs wiki support Requirements for a wiki to support Flyspeck Evaluation of Semantic MediaWiki and SWiM w. r. t. these requirements Further roadmap Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 2
  • 3. Scientific Communication Scientific Communication Scientific communication means collaborating on documents Semantic markup languages support the workflow of structuring, annotating or Publication Application reorganizing knowledge items Compute/ Experiment Prove Particularly common in the domain of The mathematics (cf. preceding talk) Creativity Spiral Visualize Specify/ SWiM is a semantic wiki for Formalize mathematical knowledge management Com− Conjecture Teaching munication We want to evaluate whether it will (B. Buchberger, 1995) really support scientific knowledge engineering projects Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 3
  • 4. Scientific Communication The Kepler Conjecture 1611: Kepler √conjectures that the max. density of packed unit spheres in 3D is π/(3 2) 19??: Hilbert includes the conjecture in his 18th problem 1995: Hales proves the conjecture with massive computer usage: 300 pages of human-readable text (theoretical foundations, proof outline) thousands of lines of computer code (non-standard, not formalized for a proof assistant) touches many areas of mathematics: plane, solid, spherical geometry, graph theory, hypermaps, single and multibariable calculus, plane and spherical trigonometry Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 4
  • 5. Scientific Communication Flyspeck 1995: Hales proves the Kepler conjecture Reviewers are 99% convinced but cannot verify the proof 2003: Hales initiates the Flyspeck project to fully formalize (“computerize”) the proof to a proof assistant’s level Expected duration: 20 man-years Intermediate results of computerization: one fundamental algorithm in the computer code proven correct linear programming and global optimization code being investigated in two Ph. D. theses Bulk of mathematical formalization remains to be done: elementary theories (e. g. spherical geometry) need to be defined (existing proof assistant libraries don’t contain them!) then the specific aspects of Kepler Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 5
  • 6. Scientific Communication Supporting Flyspeck in a Wiki Flyspeck makes an excellent use case for a semantic wiki Not only the highly formal proof is the goal, but also human-comprehensible description Large number of loosely coupled lemmas ⇒ many people can collaborate independently Requirements for a wiki: human-readable presentation of descriptive text support for stepwisely computerizing human-readable informal text support for additional annotations, e. g. for discussing a formal definition, or for project management import/export interface to proof assistant(s), ultimately having the proof assistant integrated into the wiki (cf. MathWiki) Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 6
  • 7. Scientific Communication Scenario 1 Browse for to-dos 2 Download (with dependencies) into local proof checker 3 Browse wiki for help, discuss existing formalizations, refine informal annotations 4 Upload computerized proof, wiki checks it To do 1. Browse Topic Lemma Discussion Trigonometry 1.3 5 posts Hypermaps 4.2 ... [Download computerization] Type: Overview 2. Download references Lemma 1.3 The cosine is an even function. The sine is an odd function. Cosine Cosine cos(−x ) = cos(x ) usesSymbol Cosine cos : R → R, x cos → ... cos sin(−x ) = −sin(x ) [Download computerization] [Download computerization] [Download computerization] Page type: Definition [Download computerization] Page type: Definition Page type: Definition Topic: Trigonometry Type: Lemma, Topic: Trigonometry Topic: Trigonometry Topic: Trigonometry Proven: no (3 attempts) Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 7
  • 8. Scientific Communication Wiki Structure Knowledge base: one page contains one theory, symbol definition, lemma, or proof One discussion page per knowledge item, discuss issues related to the knowledge item there Theory browser: browse e. g. by topic (“spherical geometry”), or by logical dependency Editor: annotate and structure semi-formal texts, refactor definitions and theories Download (with dependencies), Upload (with check) Query interface: “Which lemmas about composite regions need to be proved?” “What lemmas are difficult to prove?” “What do I need to understand the Jordan Curve Theorem?” “What other lemmas could help me to prove this one?” Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 8
  • 9. Scientific Communication Evaluation of two Wikis What is the right wiki to support Flyspeck? Data at our disposal: the TEX sources of the Flyspeck outline a Twelf computerization of lemmas from trigonometry Imported these into Semantic MediaWiki and SWiM Evaluated how much of the Flyspeck requirements these existing systems fulfilled Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 9
  • 10. Scientific Communication Semantic MediaWiki imported Twelf computerization via a custom upload page, enhanced it to improve navigation (symbols linked to their declaration, automatic categorization) one page for every computerized lemma, transcluded into one with additional comments and annotations Queries easy but not powerful enough (e. g. no negation): [[Category:Unproven]] [[Category:Lemma]] [[Category:Trigonometry]] [[written in::Twelf]] Ad hoc ontology development found useful for project management Importing existing OMDoc ontology for mathematical knowledge: could merely reuse vocabulary, no inference supported A LTEX formulæ not semantically structured Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 10
  • 11. Scientific Communication Semantic MediaWiki Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 11
  • 12. Scientific Communication SWiM Manually converted some Twelf to OMDoc, SWiM’s native math representation language (like OpenMath, but more expressive) (Automated conversion possible, too) SWiM supports OMDoc’s ontology: types of mathematical knowledge items and their interrelations, e. g. “Proof proves Assertion” Structured discussion pages: infrastructure for issue tracking and resolving (work in progress) SPARQL inline queries: SELECT ?l WHERE { ?l rdf:type odo:Lemma . ?l swrc:isAbout <Composite_Regions> . OPTIONAL { ?p rdf:type odo:Proof . ?p odo:proves ?l . } FILTER ( ! bound(?p) ) } Annotation not as straightforward as in Semantic MediaWiki Good RDF-based browsing, graph browser Reasoning powerful in principle (Pellet DL reasoner), but doesn’t scale Semantically structured mathematical formulæ Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 12
  • 13. Scientific Communication SWiM Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 13
  • 14. Scientific Communication Related Work Combining computerized proofs and human-readable text: Isar, Mizar (but no web collaboration) Informal mathematical knowledge collections: Wikipedia, PlanetMath (no semantics) Wikis integrating proof assistants: Logiweb: collaborative system, but hardly any browsing support. Interesting but idiosyncratic proof checker ProofWiki prototype: Coq proof assistant inside MediaWiki; so far no semantics except Coq’s, content either computerized or human-readable Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 14
  • 15. Scientific Communication Conclusion and Further Work Continue enabling SWiM for Flyspeck (but Semantic MediaWiki was great for rapid prototyping!) A Importing: need to investigate existing LTEX→ HTML+MathML path, extend towards OMDoc, use SWiM’s split-on-import Annotating: need more flexibility; need refactoring assistance Browsing: narrative book structure would be important for humans. Work aligning OMDoc and SALT ontologies in progress. Discussing: integrating DILIGENT argumentation ontology with domain-specific extensions into SWiM Querying: formula search not investigated, but solution exists. E. g. ∞ retrieve 0 f (y + z)dy by searching ?? f (x ?z)dz Different PAs: For now focus on a single proof assistant (likely Isabelle), but logic translation would be nice Download: computing dependencies: rules could work, but probably need a more sophisticated calculus Upload: integrating theorem prover for checking uploaded data Lange/McLaughlin/Rabe (Jacobs University/CMU) Flyspeck in a Semantic Wiki June 2, 2008 15