Based on the findings of the preliminary analysis, the ontological data derived from the SLR, and the discussion on RQ1 and RQ2, it was observed that semantically similar concepts are used in the primary study ontologies. In this section, we outline a step-by-step consolidation of these shared concepts leading to the derivation of a unified mission ontology (UMO). Moreover, recognizing the comprehensive nature of MEG that extends the conceptualization and applicability of missions beyond the military domain, offering valuable guidance to engineers, managers, and stakeholders in various fields, we developed a mission ontology by analyzing the MEG mission problem space, characteristics, and architecture. Together, these two research efforts provide the necessary insights to address RQ3.
4.1. Mission Ontology Derivation from SLR Ontological Data
The study of ambiguity in communication can be traced back to the 4th century BC [
32]. The triangle of meaning, also known as Ogden and Richards’ Triangle, is a model that explains how words (symbols), concepts (thoughts or mental images), and the real-world objects (referents) they represent are interconnected [
33]. It highlights the indirect relationship between words and the objects they refer to, mediated by the concept in the mind of the person using the word. Words in ontologies are essentially names or identifiers used to represent concepts. Despite the common usage of some words such as goal, mission, task; the fact is that all are words and could represent and imply different concepts in different ontologies. It is critical to measure and map the equivalence of words used in different ontologies for the purpose of identifying candidate words that can address application-specific concerns in a unified ontology. We analyze the SLR ontology data step by step to derive candidate concepts and relationships for a unified mission ontology based on the following guidelines:
Step 1: In our analysis, we observed that widely recognized frameworks and terminology definitions (glossaries) such as the DoDAF, MMF, and DoD dictionaries were often used as foundational references for conceptualizing mission-related concepts. Six primary studies either directly utilized or adapted the conceptualization and representation of mission from such frameworks. Given the established structure of these frameworks, we began deriving a unified mission ontology by first examining how missions are conceptualized and represented by the frameworks referenced in the primary studies.
Step 2: Next, we examined how the primary studies tailor the definitions established in Step 1 for their specific objectives. Tailored mission definition refers to a customized and detailed definition of a mission, adapted to meet the specific requirements and context of the application domain. It involves aligning the mission’s purpose, scope, and objectives with the unique characteristics and needs of the intended application or operational environment. This step involves identifying differences in how missions are interpreted in various studies, paying attention to the contextual adaptations made by each. We then explored opportunities to merge overlapping concepts, establishing a unified foundation while preserving domain-specific concerns. For domain-specific concepts, we focus on defining relationships that highlight their significance within the broader mission representation, ensuring consistency without sacrificing specialization.
Step 3: The third step focuses on addressing the conceptualization and representation of missions based on domain-specific requirements. Some primary studies approach mission conceptualization by driving concepts from their unique contextual challenges and operational environments. These representations may align with, deviate from, or even contradict the established frameworks, glossary definitions, or the mission representations found in the studies analyzed in Step 2. By investigating these differences, we gain insights into how domain-specific factors influence the way missions are defined and structured, revealing potential gaps or overlaps that may need reconciliation or further refinement for a unified mission ontology.
Our goal is to develop a unified mission ontology that effectively accommodates domain-specific concerns. Therefore, in each step of the derivation, the inclusion of additional concepts must be carefully justified. New concepts should only be introduced when it is clear that the already identified concepts cannot adequately address them, ensuring that the ontology remains streamlined while encompassing all necessary aspects of mission representation. We apply the following rule-of-thumb approach to make decisions about adding or leaving out a concept to the already formulated ontology in each step: a candidate concept for a unified ontology needs to fulfill the requirement that (1) it adds a new perspective to mission representations and (2) the already identified concepts cannot adequately address the new concept. We use a UML class diagram to represent the conceptualization mission-related concepts.
Six of the primary studies are based on existing frameworks or glossaries to conceptualize mission. The commonly used definitions for a mission comes from DoD dictionaries and the various DoD architectural frameworks such as MMF, DoDAF, DoDMEG and DoDSE guidance for SoS.
Table 7 presents mission definitions extracted from various frameworks and glossaries cited by primary studies. Additionally, it includes the specific, customized mission definitions provided by each respective primary study.
The concept of task is central to the definition of a mission, particularly within the DoD frameworks and glossary. The MMF emphasizes the hierarchical structure in which a mission is broken down into operations, and further into a series of tasks. In contrast, the DoDAF defines a mission more as a duty assigned to achieve a specific outcome, with a strong focus on the roles responsible for carrying out tasks or operations. Meanwhile, the DoDMEG broadens the scope by incorporating the operational environment and aligning the mission with the goals and objectives of various stakeholders. Furthermore, the DoD dictionary underscores the importance of clearly associating each task with specific actions and justifications, ensuring a comprehensive understanding of the tasks that need to be performed and why. The major mission-related concepts and their relationships taken from the DoD frameworks and glossary are presented in
Figure 6. We use UML class diagrams to represent ontologies because of their robust capability to conceptualize and depict ontological elements as related classes [
27]. These diagrams effectively illustrate features, constraints, and relationships such as associations, generalizations, and dependencies.
Primary studies that rely on foundational reference definitions of a mission often adapt the definitions to fit their specific domain needs to represent missions. They do this by either introducing new concepts or relational concepts that are more relevant to their field, redefining the existing concepts to better align with their research focus, or reorganize related and relational concepts to better suit the context of their needs. The process allows these studies to maintain a connection to established foundational definitions while also ensuring that the mission concept is tailored to address the unique aspects and requirements of their particular domain.
A cybersecurity domain, one of the primary studies [
22], emphasizes the importance of time-boundedness of tasks, required capabilities, and necessary resources (assets) to accomplish tasks, while modeling relationships between cyber assets, missions, and users.
In the intelligence, surveillance, and reconnaissance (ISR) field, the primary study [
17] emphasizes the allocation of sensors and platforms to mission-specific tasks. This approach incorporates conceptualizing the spatial context, which involves identifying and understanding the location or area where a task is carried out.
Additionally, it considers that an authoritative entity is responsible for assigning tasks to platforms, which introduces a layer of command and control in task execution. Although this conceptualization effectively separates interests and duties within the ISR domain, it shifts the focus of mission representation away from the mission concept itself and toward the executor of the mission. Consequently, task specifications become more complex, as they are burdened with details about capabilities and performance matrix, resources allocation, and platforms and their networks, potentially making the overall representation of the mission less accurate. Hence, we maintain the relationship between task and the concept to which task is assigned to and leave out the concept that makes decisions on task assignments.
Figure 7 shows the revised mission representation.
The mission and means framework, as described in [
18,
19], proposes a comprehensive ontology designed to model the processes involved in mission planning and execution. The ontology highlights the importance of assets and the capabilities they bring to fulfill mission requirements. Central to this ontology is the concept of
course of action, which serves as a container for conceptualizing the mission. The course of action is depicted as a multidimensional concept, encapsulating the ’what’ (task), ’who’ (structure), ’why’ (purpose), ’where’ (location), and ’when’ (time) of mission activities. Tasks are viewed as integral components of the course of action, with operations serving as means to accomplish these tasks.
The modeling and analysis of a system of systems (SoS) are emphasized by placing mission specification at the center of these processes, as highlighted in [
20]. In this ontology representation, an SoS is designed specifically to accomplish a mission. The mission itself has a scope delimited by specific and sufficient condition requirements. The mission can be further decomposed into individual missions (called tasks), which can be carried out by constituent systems. This approach introduces new dimensions to the conceptualization of a mission: (1) ownership of a mission, (2) responsible systems to execute mission tasks, and (3) sufficient conditions for executing a mission.
Figure 8 addresses the various concerns related to the course of action, incorporating action to the concept of purpose presented in the DoDAF framework.
In the SoS context, two key mission-related concepts—
constellation and
environment—are introduced to represent the dynamic nature of mission activities, as discussed in [
24]. A subset of CS that together act to fulfill certain capabilities to a certain time is said to have formed a constellation. This set of CS are dynamically configured and readily exchange information. The environment groups environmental events which contain concepts to describe weather condition, geographic location or mission area (rural, urban, etc.), DB services, containing different services available such as geoinformation databases and others.
A role is introduced as an abstraction to represent the specific behaviors and capabilities necessary to perform a particular task or function [
15]. The role concept matches the idea of the entity concepts that tasks are assigned to. In addition, the same study discusses the importance of associating a mission with a measurement such as the measure of effectiveness (MoE).
Figure 9 presents the derived mission ontology by analyzing the SLR ontological data.
Some primary studies approach mission conceptualization by driving concepts from their unique contextual challenges and operational environments. These mission representations may align with, deviate from, or even contradict the established frameworks, glossary definitions, or the mission representations found in the studies analyzed in Step 2. Based on the ontological data of the SLR, we classify the primary studies according to their application domains. Studies within the same domain as the primary studies discussed in Step 2 tend to conceptualize and represent missions using closely related concepts. As a result, fewer new perspectives are introduced; instead, existing concepts are typically enriched with additional attributes.
Both [
29,
30], which are in the same domain as [
18,
19], conceptualize a mission as a sequence of states, encompassing initial, intermediate, and final (accomplished) states. This perspective can be dealt with in the temporal aspect—associated concept related to task within the derived ontology. Furthermore, primary study [
21,
23,
31], which are in the same domain as [
17,
22], describe missions using concepts that either overlap with or can be integrated into those found within UMO (
Figure 9). For instance, concepts like ‘target’ and ‘process’ from [
31] can be effectively merged with ‘goal’ and ‘task’, respectively, in the derived ontology.
A metamodel view for mission representation is presented in [
16], which offers a different perspective compared to other primary studies. It incorporates structural and behavioral views, which are comparable to those employed in business process modeling and system/software requirements analysis. The structural view represents the foundational concepts. These elements describe the core entities, their attributes, and how they relate to each other. They typically involve classes, properties, taxonomies, hierarchies, and part–whole relationships. The behavioral view captures the time-related interactions among the elements that define the structural view.
The structural and behavioral views offer a broad classification of ontological concepts based on their static and dynamic characteristics, respectively. The structural view focuses on stable aspects, such as the mission concept. The behavioral view, on the other hand, captures concepts that are time-dependent, such as
task and
operation, which involve specific actions and processes. In a unified mission ontology, a knowledge-centric view is essential, providing information on the rationale behind the inclusion of specific concepts or the validation of their relationships with other concepts when tailoring the UMO for domain-specific applications. The knowledge-centric view, unlike the structural and behavioral views, shifts its focus from classification to profiling of each concept. It captures the underlying assumptions, reasoning, and context that inform the representation of concepts, outlining a core set of attributes to describe concepts.
Table 8 presents a list of UMO concepts, categorized as structural or behavioral, and knowledge-centric aspects.
4.2. Mission Ontology Based on Engineering Practices
Mission engineering as a field of study has become the main source of knowledge for missions and related aspects, as practiced by the US Department of Defense [
2]. This is a broad study of missions that encompasses understanding, conduction, impact assessment, and change management. Its comprehensive nature extends the conceptualization and applicability of missions beyond the military domain, offering valuable guidance to engineers, managers, and stakeholders in various fields. In our investigation and analysis, we analyzed the mission engineering guide (MEG) output to better understand mission-centric engineering perspectives and realization processes.
MEG essentially serves as a reference for mission architecture, providing details of various components that can guide the conduction of the mission [
3]. MEG outlines mission engineering methodology that can be tailored to address a variety of questions based on scope, complexity, and time. It decomposes missions into constituent parts to explore and assess relationships and impacts in executing an end-to-end mission. The MEG methodology presents five process elements for conducting missions: a description of a mission problem (or opportunity), a mission characterization, a mission architecture, a mission analysis, and mission results. We developed a conceptual model based on the MEG discussion on the major components and relationships (or dependencies) of the ME elements,
Figure 10. These elements are not distinct processes steps. They are interdependent and can be performed iteratively.
Towards developing a mission ontology on the basis of the MEG conceptualization. MEG does not explicitly define a mission ontology. We analyze the mission problem specification, mission characterization, and mission architecture elements by identifying the related concepts and their relationships in particular. The architecture of a mission outlines the structure of activities, tasks, and events, detailing how these elements are executed to achieve mission objectives [
4]. It captures and organizes details of mission characteristics for development and analysis purposes. The mission architecture can be transformed or encoded as an ontology [
12].
The mission characteristic describes the mission engineering problem and is used as input for mission analysis. The mission characteristic mainly describes the context and scenario of a mission. It captures information that describes who, what, when, where, and how of the mission to be accomplished [
4].
We identified a possible class of concepts that can represent and relate the distinct concerns each MEG element needs to address. Concepts related to goal capture the ‘what’ aspect of the mission. They describe the target, target conditions, situations, measures, and metrics associated with the mission target. Properties that describe the mission itself, such as priority and whether mission is decomposable or not; mission owners are also included in this category. Candidate concepts related to goal from the engineering perspective includes objective, aim, target, purpose, outcome, deliverable, etc.
Concepts related to operation encompass the ‘how’ aspect of the mission. They describe the sequence of events and actions necessary to execute the mission from start to finish. This includes detailed procedures, steps, and methodologies that outline how the mission will be carried out, ensuring that all tasks are systematically planned and executed to achieve the mission. Candidate concepts related to operation from the engineering perspective include execution, procedure, process, activity, implementation, course of action, task sequences, strategy, plan, etc.
Concepts related to scenario describe the temporal context, encompassing the timeframe of events and actions, the availability of technologies, capabilities, and systems responsible for execution, as well as operational configurations. This involves describing the specific periods during which the mission will occur, detailing the technological and capability resources that can be used, and considering the constraints that will influence the operational strategies. Candidate concepts related to the scenario from the engineering perspective include event, event sequence, action sequences, synchronization, timeline, constraint, condition, etc.
Concepts related to environment encapsulate the contextual elements that describe the ‘where’ aspect of the mission. This includes detailed information about geographical locations, such as specific topography, regions, countries, cities, and physical terrains where the mission is taking place. In addition, it includes organizational political settings that involve the political, economic, social dynamics, local and global policies, and communication of these areas. Candidate concepts related to the environment from the engineering perspective include physical objects, settings, infrastructure, policies, operational rules, etc.
Based on the above analysis, we established a mission model diagram (
Figure 11) which can be used to abstract the major component of a mission representation based on the MEG conceptualization. The model abstracts four specific views that contain packages that describe the different concerns: the goal model, operation model, scenario model, and environment model.
Based on the mission model diagram, we developed a mission ontology (
Figure 12) that characterizes the mission into the four dimensions identified based on the MEG mission elements. The four dimensions (goal, operation, scenario, and environment model) capture and describe a specific aspect of a mission representation, ensuring that various concerns related to domain mission representation are addressed. These four dimensions promote a separation of concerns, allowing independent analysis and understanding of each aspect of the mission, thereby facilitating clearer and more organized representation of the mission. The ontology built on top of these dimensions, the MEG-based ontology, not only elaborates on the different concerns but also defines the relationships between them in alignment with the MEG mission conceptualization.