Introduction to
Taxonomies &
Structured Information
Putting Knowledge Management into Practice
Twitter: @ClobridgeKMKM
Clo...
Introduction to Taxonomies
Taxonomies, Tags, and Metadata
Metadata:
Data about data – e.g. keywords, descriptions, abstrac...
Planning
Rapid
Development
Long-Term
Support
Taxonomy:
A system for organizing and codifying content for a particular enti...
Introduction to Taxonomies
Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
Types of Taxonomies
- H...
Introduction to Taxonomies
Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
Grocery Store: Hierarch...
Grocery Store: Facets
Produce Dry Foods Frozen Foods Dairy Meat
Apples
Carrots
Celery
Lettuce
Cereal
Pasta
Sauces
Desserts...
Introduction to Taxonomies
Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
Folksonomies or “Tags”
...
Introduction to Taxonomies
Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
Taxonomy Development Pr...
Introduction to Taxonomies
Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
Taxonomy Development: P...
Introduction to Taxonomies
Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
Taxonomy Development: P...
Introduction to Taxonomies
Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
Taxonomy Development: R...
Introduction to Taxonomies
Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
Taxonomy Development: R...
Introduction to Taxonomies
Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
Taxonomy Development: L...
Clobridge Consulting
www.clobridgeconsulting.com
Linking people with information & knowledge
CONTACT US
Phone: +1 (919) 40...
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Introduction to Taxonomy Development - by Clobridge Consulting

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A short introduction to key issues related to developing and maintaining taxonomies.

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Introduction to Taxonomy Development - by Clobridge Consulting

  1. 1. Introduction to Taxonomies & Structured Information Putting Knowledge Management into Practice Twitter: @ClobridgeKMKM Clobridge Consulting Linking people with information & knowledge www.clobridgeconsulting.com Knowledge Management | Information Management | Open Knowledge Attribution – Non-Commercial – No Derivatives 4.0 International Last modified: June 2014
  2. 2. Introduction to Taxonomies Taxonomies, Tags, and Metadata Metadata: Data about data – e.g. keywords, descriptions, abstracts, author details, creation date. Taxonomy: A structure for organizing and codifying content for a particular organization, company, or body of knowledge. Taxonomies consist of pre-defined, consistent taxonomic terms which are arranged either in hierarchical relationships or grouped together in facets of related categories. Tags: User-assigned words or phrases. Also referred to as free tags or folksonomies. Making explicit knowledge findable and discoverable Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
  3. 3. Planning Rapid Development Long-Term Support Taxonomy: A system for organizing and codifying content for a particular entity Taxonomy Development Cycles Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
  4. 4. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com Types of Taxonomies - Hierarchical taxonomies - Faceted classification schema Example: Grocery store How foods are organized and presented together • Various ways to categorize – • By temperature – freezer vs. refrigeration vs. room temperature • By types of food – produce, meats, dairy, prepared foods • By placement – eye level, kid-level
  5. 5. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com Grocery Store: Hierarchical Example Dairy Cheeses • Cheddar • Feta • Gouda • Havarti • Muenster Milk Produce Fruits • Apples • Braeburn • Fiji • Granny Smith Vegetables • Carrots • Celery • Lettuce
  6. 6. Grocery Store: Facets Produce Dry Foods Frozen Foods Dairy Meat Apples Carrots Celery Lettuce Cereal Pasta Sauces Desserts Ice Cream Pancakes Pizza Vegetables Waffles Cheese Milk Yogurt Beef Chicken Seafood Turkey Facet = Produce Terms = Apples, carrots, celery, lettuce, etc. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com
  7. 7. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com Folksonomies or “Tags” User-generated keywords, not tied to a set list of terms • Twitter: hashtags (ex: #gulfsla2014) • Content management systems: “other” option Department: <select from list> Human Resources Information Technology Library Other: <please specify> ___________ Tags = terms entered into this space Taxonomy terms: pick from a pre-defined list Tags: provide your own terms
  8. 8. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com Taxonomy Development Principles 1. Keep it simple. 2. Aim to hit 80% of content. 3. Balance between specificity and findability.
  9. 9. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com Taxonomy Development: Planning - Inventory - Use cases - Scope: content, systems - Technical parameters Planning
  10. 10. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com Taxonomy Development: Planning Inventory What taxonomies are already in use? How can/should these be re-purposed? What can we learn from them? Areas of overlap vs. differences? Use Cases Examples groups of users and how they will interact with content described by the taxonomy. Scope What types of objects will be described by the taxonomy? What systems will be used? Technical parameters Faceted taxonomy is required. Facets can include user tags as “other” from drop-down lists. Planning
  11. 11. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com Taxonomy Development: Rapid Development Sticky note exercise: - Establish initial set of words & phrases - Which are categories (facets)? - Which are terms? Rapid Development From Scoping & Use Cases: - What fields should be included? How will they be used? - For each field: source of terms
  12. 12. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com Taxonomy Development: Rapid Development Establish Terms & Facets Test Terms & Facets Revise Test Rapid Development Iterative Process: Continue until ready to freeze the taxonomy
  13. 13. Introduction to Taxonomies Twitter: @ClobridgeKMClobridge Consulting | www.clobridgeconsulting.com Taxonomy Development: Long-Term Admin - Assessment and review - Maintenance - Clean-up tags - Value-added opportunities? Long-Term Support
  14. 14. Clobridge Consulting www.clobridgeconsulting.com Linking people with information & knowledge CONTACT US Phone: +1 (919) 408-7766 Email: info@clobridgeconsulting.com Web: www.clobridgeconsulting.com CONNECT WITH US Sign up for the Clobridge Consulting Newsletter www.clobridgeconsulting.com/newsletter Follow us on LinkedIn www.linkedin.com/company/clobridge-consulting Twitter: @ClobridgeKM Attribution – Non-Commercial – No Derivatives 4.0 International Knowledge Management | Information Management | Open Knowledge
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