Taxonomy and Metadata for UXers
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Taxonomy and Metadata for UXers

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Overview of taxonomy, metadata, and how to create related deliverables. Geared to an audience familiar with content management systems/user experience.

Overview of taxonomy, metadata, and how to create related deliverables. Geared to an audience familiar with content management systems/user experience.

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  • 1. Taxonomy & Metadata for UXers
    March 21, 2011
    Page 1© 2008 Razorfish. All rights reserved.
  • 2. Page 2© 2008 Razorfish. All rights reserved.
    Overview
    About Taxonomy & Metadata
    • What is a taxonomy?
    • 3. Characteristics of a taxonomy
    • 4. What isn’t a taxonomy but is related?
    Creating the Deliverables
    • How to scope taxonomy work
    • 5. How to create a taxonomy
    • 6. How to create a metadata schema
    • 7. How to create semantic relationships
  • Page 3© 2008 Razorfish. All rights reserved.
    What is a taxonomy?
    A taxonomy is a set of words in a hierarchy.
    Why create a taxonomy? Because they can:
    • provide unique tags for all content and assets;
    • 8. allow for dynamic content delivery across the entire site;
    • 9. be easy for editors and content producers to understand and use;
    • 10. return more accurate search results.
  • Page 4© 2008 Razorfish. All rights reserved.
    Characteristics of a taxonomy
    A taxonomy is usually:
    • hierarchical
    • 11. non-repetitive
    • 12. built in the back-end for the CMS/ for tagging
    • 13. in sync with the nomenclature of the navigation/sitemap
    Parent
    Child
  • 14. Page 5© 2008 Razorfish. All rights reserved.
    Characteristics of a taxonomy
    A taxonomy is usually:
    • hierarchical
    • 15. non-repetitive
    • 16. built in the back-end for the CMS/ for tagging
    • 17. in sync with the nomenclature of the navigation/sitemap
    One tag
    Multiple parents
  • 18. Page 6© 2008 Razorfish. All rights reserved.
    Characteristics of a taxonomy
    A taxonomy is usually:
    • hierarchical
    • 19. non-repetitive
    • 20. built in the back-end for the CMS/ for tagging
    • 21. in sync with the nomenclature of the navigation/sitemap
    Front end tag
    For the CMS
  • 22. Page 7© 2008 Razorfish. All rights reserved.
    Characteristics of a taxonomy
    A taxonomy is usually:
    • hierarchical
    • 23. non-repetitive
    • 24. built in the back-end for the CMS/ for tagging
    • 25. in sync with the nomenclature of the navigation/sitemap
    Was approved pre-taxonomy, so the taxonomy had to use it.
  • 26. Page 8© 2008 Razorfish. All rights reserved.
    What isn’t a taxonomy, but is related?
    Faceted Navigation
    User-facing navigation with multiple filters and categories
    Usually reflective of back end taxonomy; must be in sync
    This term is debatable. Sometimes called “navigational taxonomy.”
    Probably in the actual taxonomy
    Probably not in the actual taxonomy
  • 27. Page 9© 2008 Razorfish. All rights reserved.
    What isn’t a taxonomy, but is related?
    Metadata Schema
    • Any set of data guidelines, like Dublin Core or AACR2. This sets up the data fields, but doesn’t actually name what’s in the fields.
    Part of the metadata schema
    Part of the taxonomy
  • 28. Page 10© 2008 Razorfish. All rights reserved.
    What isn’t a taxonomy, but is related?
    [Semantic] Relationships
    • The verbs that connect the tags in the taxonomy
    Diddy has been involved withJLo
    Britney Spears has gone to Promises Rehab withTara Reid
  • 29. Creating the Deliverables
    Page 11© 2008 Razorfish. All rights reserved.
    • Scoping Taxonomy & Metadata Work
    • 30. How to Create a Taxonomy
    • 31. How to Create a Metadata Schema
    • 32. How to Create Semantic Relationships
  • Scoping taxonomy & metadata work
    Page 12© 2008 Razorfish. All rights reserved.
    What do you need to do with your taxonomy & metadata?Ask:
    • What does the UX team and the client want to do with the content?
    • 33. What will be done with the content in the future?
    • 34. What are the capabilities of the CMS?
    • 35. What are the realistic capabilities of the editorial staff and tech team?
    • 36. How will it be maintained?
  • Page 13© 2008 Razorfish. All rights reserved.
    How to create a taxonomy
    Look at all of the site’s content.
    Look at the old sitemap.
    Look at the new sitemap.
    Ask: “What are the biggest, highest level buckets? Who, what, where, when?”
    Look at other sites and competitors.
    The content drives the categories.
  • 37. Page 14© 2008 Razorfish. All rights reserved.
    How to create a taxonomy
    PEOPLE
    Ex-Con
    Philanthropist
    Musician
    Actor
    6. Create tags. Instead of repeating them, give them multiple parents.
    Paris Hilton
  • 38. Page 15© 2008 Razorfish. All rights reserved.
    How to create a taxonomy
    Fergie
    7. Create synonyms for words that won’t be picked up by keywords.
    Stacey Ferguson
    The Dutchess
    Miley Cyrus
    Hannah Montana
  • 39. Page 16© 2008 Razorfish. All rights reserved.
    How to create a metadata schema
    Ask, “What is every single piece of data relevant to this site?”
    Ask, “What will people search for?”
    Ask, “What other ways can I classify the content?”
    Define these base on both the client and user needs. (Some will be visible on the presentation layer, some only in the CMS.)
    Condense and connect.
  • 40. Page 17© 2008 Razorfish. All rights reserved.
    How to create semantic relationships
    has family member
    Person: Actor: Ashley Olsen
    Ask, “How can the tags/term be connected to each other?”
    Make the relationships evergreen, so that they never have to be deleted or untagged. For example “Has been in a relationship with” rather than “Is dating.”
    Include inverse and synonymous relationships. For example, “Has been a client of” is the inverse of “Has been the stylist to.”
    There is no need to create parent-child relationships. These are in the taxonomy.
    Person: Actor: Mary-Kate Olsen
    has worn designer
    Person: Designer: Badgley Mischka
  • 41. Page 18© 2008 Razorfish. All rights reserved.
    Coming soon! Ontology 101 (everything together)
    PEOPLE
    Producer
    Designer
    Musician
    Actor
    Diddy
    has alias
    Puff Daddy
    has alias
    Sean John
    has alias
    Sean Combs
    has alias
    Citizen Combs
    has been involved with
    Jennifer Lopez
    JLo
    has alias
    has been involved with
    Kim Porter
    Kim Porter
    has child with
    Mary J. Blige
    has worked with
  • 42. Page 19© 2008 Razorfish. All rights reserved.
    Quick Reference
    Metadata schema: Data parameters for specific fields or elements.
    Navigational taxonomy / faceted navigation: User-facing navigation with multiple filters and categories.Ontology: The taxonomy and all the corresponding relationships and data.
    Semantic relationships: The verbs that connect the tags in the taxonomy.
    Taxonomy: A list of words in a hierarchy.
  • 43. Thank You
    Page 20© 2008 Razorfish. All rights reserved.
    Dawn Bovasso
    dawnbovasso@gmail.com