Advanced topics in SHACL rules, such as inheritance and recursion

If you've been working with SHACL rules for a while, you might have noticed that there are some advanced topics that can take your SHACL game to the next level. One of these topics is inheritance, and another is recursion. These features can help you create more robust and effective SHACL rules, so let's dive into them a bit more.

What is inheritance in SHACL rules?

Inheritance is a feature in SHACL that allows you to create a hierarchy of shapes. This means that you can define a "parent" shape that has certain constraints, and then define "child" shapes that inherit those constraints from the parent. Child shapes can also add additional constraints or override constraints inherited from the parent shape.

So why would you want to use inheritance in your SHACL rules? For one thing, it can make your rules more modular and easier to maintain. If you have a lot of similar shapes that share some constraints, you can define a parent shape that encompasses those constraints and then create child shapes that inherit from the parent. This can save you a lot of time and effort in writing out redundant constraints.

Another benefit of inheritance is that it can make your rules more flexible. If you define a parent shape with some basic constraints, you can create child shapes that add more specific constraints for different scenarios. This can help you create more fine-grained validation and ensure that your data conforms to more complex business rules.

How to use inheritance in SHACL

Using inheritance in SHACL is actually quite simple. To define a parent shape, you use the sh:node property to specify the shape that contains the constraints you want to inherit. Then, when you define a child shape, you use the sh:inherits property to indicate that the child shape should inherit from the parent.

Let's look at an example. Say we have a parent shape that represents a person, with constraints for their name, age, and email address:

ex:PersonShape
    rdf:type sh:NodeShape ;
    sh:property [
        sh:path ex:name ;
        sh:datatype xsd:string ;
    ] ;
    sh:property [
        sh:path ex:age ;
        sh:datatype xsd:integer ;
        sh:minInclusive 18 ;
    ] ;
    sh:property [
        sh:path ex:email ;
        sh:datatype xsd:string ;
        sh:pattern "^[a-z0-9._%+-]+@[a-z0-9.-]+\\.[a-z]{2,}$" ;
    ] .

We can then define a child shape that represents a student, with additional constraints for their grade level and major:

ex:StudentShape
    rdf:type sh:NodeShape ;
    sh:inherits ex:PersonShape ;
    sh:property [
        sh:path ex:gradeLevel ;
        sh:datatype xsd:integer ;
        sh:minInclusive 9 ;
        sh:maxInclusive 12 ;
    ] ;
    sh:property [
        sh:path ex:major ;
        sh:datatype xsd:string ;
    ] .

In this example, we use the sh:inherits property to indicate that ex:StudentShape should inherit from ex:PersonShape. This means that ex:StudentShape will have all the constraints defined in ex:PersonShape, plus any additional constraints defined in ex:StudentShape. In this case, we add constraints for ex:gradeLevel and ex:major.

What is recursion in SHACL rules?

Recursion is another advanced topic in SHACL that allows you to define rules that reference themselves. This might sound a bit confusing at first, but it can be very useful in certain scenarios. For example, if you're working with a complex data model that has recursive structures (such as a tree), you might want to create SHACL rules that enforce certain constraints on those structures.

Let's look at a simple example to illustrate how recursion works in SHACL. Say we have a data model that represents a tree structure, where each node has a label and can have child nodes:

ex:TreeNode
    rdf:type rdfs:Class ;
    rdfs:label "Tree node" ;
    rdfs:subClassOf [
        rdf:type sh:NodeShape ;
        sh:property [
            sh:path ex:label ;
            sh:datatype xsd:string ;
        ] ;
        sh:property [
            sh:path ex:hasChild ;
            sh:node ex:TreeNode ;
        ] ;
    ] .

In this data model, we define a class ex:TreeNode that represents a tree node. Each tree node has a label (represented by the property ex:label) and can have child nodes (represented by the property ex:hasChild). We use the sh:node property to indicate that the child nodes should also be of type ex:TreeNode, which creates a recursive structure.

Now, let's say that we want to create a SHACL rule that ensures that the label for each node in the tree is unique. We can define this rule using recursion, by creating a shape that references itself:

ex:UniqueLabelShape
    rdf:type sh:NodeShape ;
    sh:property [
        sh:path ex:label ;
        sh:minCount 1 ;
        sh:maxCount 1 ;
    ] ;
    sh:property [
        sh:path ex:hasChild ;
        sh:node ex:UniqueLabelShape ;
        sh:maxCount 1 ;
    ] .

In this shape, we use the sh:node property to reference itself, which creates a recursive structure. This allows us to enforce our unique label constraint on every node in the tree. Note that we also use the sh:maxCount property to ensure that each node only has one child (otherwise, our recursion would never terminate).

How to use recursion in SHACL

Using recursion in SHACL is similar to using inheritance. To create a recursive shape, you use the sh:node property to reference the shape itself. This creates a nested structure that can be used to define complex validation rules.

Let's look at another example to illustrate how this works. Say we have a data model that represents a file system, with folders and files:

ex:Folder
    rdf:type rdfs:Class ;
    rdfs:label "Folder" ;
    rdfs:subClassOf [
        rdf:type sh:NodeShape ;
        sh:property [
            sh:path ex:name ;
            sh:datatype xsd:string ;
        ] ;
        sh:property [
            sh:path ex:containsFile ;
            sh:node ex:FileShape ;
        ] ;
        sh:property [
            sh:path ex:containsFolder ;
            sh:node ex:Folder ;
        ] ;
    ] .

ex:FileShape
    rdf:type sh:NodeShape ;
    sh:property [
        sh:path ex:name ;
        sh:datatype xsd:string ;
    ] ;
    sh:property [
        sh:path ex:size ;
        sh:datatype xsd:integer ;
        sh:minInclusive 0 ;
    ] .

In this data model, we define a class ex:Folder that represents a folder in the file system. Each folder has a name (represented by the property ex:name) and can contain files and other folders (represented by the properties ex:containsFile and ex:containsFolder, respectively). We also define a shape ex:FileShape that represents a file, with a name and a size.

Now, let's say that we want to create a SHACL rule that ensures that every file in the file system has a non-zero size. We can create a recursive shape that references itself to ensure that this constraint is checked on every file:

ex:NonEmptyFileShape
    rdf:type sh:NodeShape ;
    sh:property [
        sh:path ex:name ;
        sh:datatype xsd:string ;
    ] ;
    sh:property [
        sh:path ex:size ;
        sh:datatype xsd:integer ;
        sh:minInclusive 1 ;
    ] ;
    sh:property [
        sh:path ex:containsFile ;
        sh:node ex:NonEmptyFileShape ;
    ] .

In this shape, we use the sh:node property to reference ex:NonEmptyFileShape itself. This creates a recursive structure that checks the size constraint on every file.

Conclusion

Inheritance and recursion are advanced topics in SHACL rules, but they can be very useful in certain scenarios. Using inheritance can make your rules more modular and flexible, while recursion can help you validate complex data models with recursive structures. By mastering these advanced features, you can take your SHACL game to the next level and create more powerful and effective validation rules.

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