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Taming Taxonomy - The workshop (IA Summit 2014)
 

Taming Taxonomy - The workshop (IA Summit 2014)

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Is the word “taxonomy” intimidating? You bet, but taxonomy is a crucial structural element to consider for optimal cross channel information environments. In this fun, informal, beginning/midlevel ...

Is the word “taxonomy” intimidating? You bet, but taxonomy is a crucial structural element to consider for optimal cross channel information environments. In this fun, informal, beginning/midlevel practitioner-focused workshop, London and Los Angeles area information architects and taxonomy nerds Alberta Soranzo and Jessica DuVerneay presented and facilitated:

Case Study – designed to provide an implementable, understandable roadmap to creating a user-sensitive taxonomy;

Tool Demo – highlighting an easy-to-use resource to get participants started creating taxonomies;

Guided Taxonomy Development Activity – the majority of the session will be devoted to hands-on time working with a practical framework. Small groups of participants will roll up their sleeves and try their hand at architecting a user-sensitive cross-channel taxonomy for a fun, fictitious business;

Application of Taxonomy – groups will practice applying their newly-minted taxonomy to cross channel strategies and will learn how to recognize and leverage different opportunities to strengthen the business proposition.

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    Taming Taxonomy - The workshop (IA Summit 2014) Taming Taxonomy - The workshop (IA Summit 2014) Presentation Transcript

    • taming taxonomy jessica duverneay - alberta soranzo Taming Taxonomy Tips & Tools for Creating Structure with the User in Mind jessica duverneay | @undrstndng alberta soranzo | @albertatrebla
    • taming taxonomy jessica duverneay - alberta soranzo Agenda 8:30 LECTURE Intros, Case Study & Overview Talk 9:00 WORKSHOP Frame the Problem (9:00) Taming Taxonomy: Phase 1 (9:30) 10:30 BREAK 10:45 WORKSHOP Taming Taxonomy: Phase 2 (10:45) Taxonomy Tamed: Formalizing (11:15) 12:00 PRESENTATIONS 12:20 CLOSING Wrap Up: Give Aways, Deeper Dig Resources, Next Steps
    • taming taxonomy jessica duverneay - alberta soranzo Case Study
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Client: American Society for Aesthetic Plastic Surgery (ASAPS)
    • taming taxonomy jessica duverneay - alberta soranzo Case Study 2! 3! 4! 5! 1!
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Statement of Work (SOW)
    • taming taxonomy jessica duverneay - alberta soranzo Case Study • Understanding Taxonomies?!? • Search Engine Keyword Market?!? • Comprehensive System?!? • Polyhierarchy?!? • Synonym Mapping?!? • Governance Plan?!? Statement of What?!? ...and I had this much time: 24   Hours
    • taming taxonomy jessica duverneay - alberta soranzo Case Study The Problem Glossary of Terms! Injectables and Dermal Fillers! •  Amphadase" •  Acquamid" •  Anesthesia" •  Anika CTA" •  Anti-viral" •  Artecoll" •  ArteFill" •  ArteSense" •  Axillary" •  Belotero" •  Betacaine" •  Bio-alchamid" •  Bioplastique" •  Botox" •  Botox Cosmetic" •  Botulinum Toxin" •  Botulinum Toxin Type A" •  Botulinum Toxin Type B" •  Bovine Collagen " •  Calcium hydroxylapitite" •  Captique" •  Carboxytherapy" •  Cellulite" •  Collagen" •  ETC… "
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Breast Implants Breast Augmentation Breast Enhancement Breast Enlargement Breast Surgery Implants Silicon Implants Saline Implants Gel Implants Subpectoral Breast Surgery Mammoplasty Breast Replacement Breast Revision Breast Reconstruction **Boob Job **Pectoral Implants SOURCE:  h1p://onestophumour.com/uploads/breast_implants_-­‐_they_dont_go_there_1618278999.jpg
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Polar Bear Book Says: •Categories should be mutually exclusive, unless they are polyhierarchical. •Consider the balance breadth and depth, erring on the side of broad and shallow for new sites. •Taxonomy = a slow layer, while navigation may be slightly faster
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Which exact word should be used? Where does it go in relation to the others? What are the exceptions? That’s all I have to do? NEAT!
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Which exact word should be used? Where does it go in relation to the others? What are the exceptions? That’s all I have to do? NEAT! NOT  SO   FAST  THERE,   BUDDY!
    • taming taxonomy jessica duverneay - alberta soranzo Case Study
    • taming taxonomy jessica duverneay - alberta soranzo Case Study STRATEGY User Centered Business Centered SIZE Scalable Finite COVERAGE Comprehensive Section Specific APPLICATION Cross-channel Web-centric TIME  SENSITIVITY Aspirational Current METAPHOR Uniform/Exact Mixed Approach STRUCTURE Poly-hierarchical Mutually Exclusive LANGUAGE SEO Preferential Natural Branding Authoritative Concept:  Jessica  DuVerneay Graphic  RepresentaUon:  Alberta  Soranzo
    • taming taxonomy jessica duverneay - alberta soranzo Case Study STRATEGY User Centered Business Centered SIZE Scalable Finite COVERAGE Comprehensive Section Specific APPLICATION Cross-channel Web-centric TIME  SENSITIVITY Aspirational Current METAPHOR Uniform/Exact Mixed Approach STRUCTURE Poly-hierarchical Mutually Exclusive LANGUAGE SEO Preferential Natural Branding Authoritative Concept:  Jessica  DuVerneay Graphic  RepresentaUon:  Alberta  Soranzo
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Activity 1 : Existing Taxonomy Review Glossary of Terms! Injectables and Dermal Fillers! •  Amphadase" •  Acquamid" •  Anesthesia" •  Anika CTA" •  Anti-viral" •  Artecoll" •  ArteFill" •  ArteSense" •  Axillary" •  Belotero" •  Betacaine" •  Bio-alchamid" •  Bioplastique" •  Botox" •  Botox Cosmetic" •  Botulinum Toxin" •  Botulinum Toxin Type A" •  Botulinum Toxin Type B" •  Bovine Collagen " •  Calcium hydroxylapitite" •  Captique" •  Carboxytherapy" •  Cellulite" •  Collagen" •  ETC… "
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Activity 2 : Lightweight Keyword Research **Note: Site Search log files would have been nice too but the client didn’t track it and now was not the time to start.
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Activity 3 : Existing User Research & Vernacular Ashlee: The Lifestyle Patient - "Seeking Perfection" Experienced Consumer / Immediate or Recent DETAILS: Age 29, Part time dental hygienist, Married, Soon to be mother, Extensive procedure history, Motivated by beauty, Detail oriented, Technology proficient Representative Activities: Understanding detailed info on procedures, Understanding a procedure lifecycle, Pursing a complex procedure, Finding a doctor near her, Researching the best way to find the best doctor, Keeping up to date on aesthetic news, Participating in online social aspects, account features, and creating user generated content Tonya: The Potential Patient - "Seeking Comfort" Novice Consumer / Far Future DETAILS: Age 36, Higher education administrator, Single, No children, No procedure history, Not motivated by beauty, Seeking general information, Technology proficient Representative Activities: Researching basic procedure information, determining if a procedure is the right option, researching commonly asked questions, investigating a more complicated specific medical concern Loren: The Occasional Patient - "Seeking Rejuventation" Intermediate Consumer / Future DETAILS: Age 49, Lawyer, Dating with two college age children, Injectable history but no procedure history, Motivated by appearance, Seeking comparative and specific information, Technology savvy Representative Activities: Comparing multiple options to solve an aesthetic concern, addressing a post procedure experience, locating male specific procedure information for a male companion
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Activity 4: Term Sorting / Affinity Diagramming Source:  J.  DuVerneay
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Activity 5 : Competitor’s Approaches SOURCES:! www.plasticsurgery.org! www.realself.com! www.clevelandclinic.org! !
    • taming taxonomy jessica duverneay - alberta soranzo Case Study First Stab - Word Document
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Activity 6 : SEO / SME Validation & Client Approval OPTIONS: •Rhinoplasty, Nose Job, Nose Surgery, Nasal Enhancement •Chin Lift, Neck Lift, Jowl Lift, Saggy Neck Surgery •Phalloplasty, Penile Implant, Penis Enlargement, Penile Surgery WINNERS: •Rhinoplasty •Neck Lift •Penis Enlargement
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Activity 7 : Synonyms & Polyhierarchy Liposuction = Lipoplasty, Body Contouring, Fat Reduction, Liposculpture, Fat Removal, Lipo, Ultrasonic Liposuction, Ultrasound Liposuction, Tumescent Liposuction, Power Assisted Liposuction Eyelid Surgery = Blepharoplasty, Droopy Eye, Droopy Eye Surgery, Eyelid Lift, Eye Lift
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Final Product
    • taming taxonomy jessica duverneay - alberta soranzo Case StudyPROCEDURES INJECTABLES FOR MEN PLANNING TOOLKIT SELECT A DOCTORASK A QUESTION PROCEDURES BODY HEAD & FACE Breast Augmentation Breast Lift Breast Reduction Breast Revision Revision Breast Augmentation Body Lift Buttock Implants Buttock Lift Fat Transfer Labiaplasty Liposuction Non-Surgical Fat Reduction Spider Vein Treatment Thigh Lift Tummy Tuck Upper Arm Lift Brow Lift Ear Reshaping Eyelid Surgery Face Lift Facial Implants Neck Lift Rhinoplasty BREAST SKIN & HAIR Cellulite Treatment Chemical Peel Eyelash Enhancer Hair Transplant Hand Rejuvenation IPL / Photorejuvenation Laser Hair Removal Laser Skin Resurfacing Laser Tattoo Removal Microdermabrasion Non-Surgical Skin Tightening Permanent Makeup COMPLETE SOLUTIONS Facial Rejuvenation Mommy Makeover Plastic Surgery After Weight Loss PROCEDURES INJECTABLES All Injectables Dermal Fillers Fat Injections Lip Injections Perspiration Reducer Wrinkle Fillers Wrinkle Reducers FOR MEN Body Lift Calf Implants Head & Face Gynecomastia Injectables Liposuction Non Surgical Fat Reduction Pectoral Implants Penis Enlargement Skin & Hair Thigh Lift Tummy Tuck Upper Arm Lift PLANNING TOOLKIT Getting Started Beauty at Every Age Ask a Doctor Cost Facts & Stats Safety Planning Resources (Checklists) Patient Stories Aftercare & Recovery Complications SELECT A DOCTOR Find a Doctor Find a Skin Care Specialist How to Choose a Doctor How to Choose a Provider Credentials, Training & Certification Planning an Office Visit ProTip:   Taxonomy   isn’t  navigaUon
    • taming taxonomy jessica duverneay - alberta soranzo Case Study
    • taming taxonomy jessica duverneay - alberta soranzo Case Study
    • taming taxonomy jessica duverneay - alberta soranzo Case Study
    • taming taxonomy jessica duverneay - alberta soranzo Case Study STRUCTURE Term Sorting Synonym Mapping SEO Validation Documentation STRATEGY BUSINESS RESEARCH ASSESSMENT & ADJUSTMENT DEPLOYMENT & MAINTENANCE Understand the Taxonomic Problem Understand the Business Existing Strategy SEO Approach Future Strategy Existing Taxonomies User Research & Vernacular User Sorting A/B Testing Poly-hierarchical mappings Internal Adoption Vendor Adoption Keyword Research Client Sign Off Adjustment Competitive Approach TAXONOMY CREATION Governance Governance Plan SME Validation
    • taming taxonomy jessica duverneay - alberta soranzo Case Study Value to ASAPS • User Centered, learnable navigation • Uniform Language guide for internal content creators & vendors across all consumer channels • Repositioning controlled vocabulary in alignment with brand – medically authoritative but approachable by average consumer • Explicit support of business goals (ie: Men, Taxonomy) • Roadmap for content creation due to holes pointed out by aspirational taxonomy • Improved Findability – SEO, navigation, site search, tagging -evidences by Analytics • Created a valuable, living, manageable taxonomy that will be used • Won PRNews award for best non-profit website 2013
    • taming taxonomy jessica duverneay - alberta soranzo Intro to Taxonomy Basics
    • taming taxonomy jessica duverneay - alberta soranzo Taxonomy Basics Taxonomies are collections of facets, which are created by organizing concepts into categories.
    • taming taxonomy jessica duverneay - alberta soranzo Taxonomy Basics — Benefits •browsable outline and descriptive metadata. •efficient, searchable tags for content (metadata). •taxonomy-based metadata supports findability and returns accurate retrieval.
    • taming taxonomy jessica duverneay - alberta soranzo Taxonomy Basics — Limitations •flexibility vs maintenance gain •tagging cost (time and effort) •SEO
    • taming taxonomy jessica duverneay - alberta soranzo Taxonomy Basics — Applications •user-centered navigation •uniform language guides •brand-aligned controlled vocabularies
    • taming taxonomy jessica duverneay - alberta soranzo Taxonomy Basics — Applications •support of business goals •roadmap for content creation •findability (SEO, search, navigation, tags)
    • taming taxonomy jessica duverneay - alberta soranzo ONTOLOGY Controlled Vocabularies, Preferred Terms, Synonyms TAXONOMY Metadata (information about information) NAVIGATION Wayfinding (how visitors move around) INFORMATION ARCHITECTURE Structural design of information (informed by taxonomy, helps build navigation) ECOSYSTEM
    • taming taxonomy jessica duverneay - alberta soranzo Frame the Problem
    • taming taxonomy jessica duverneay - alberta soranzo Frame the Problem You are a consultant and have been hired to help a travel agency, Dystopedia, fix its incomplete and poorly applied taxonomy.
    • taming taxonomy jessica duverneay - alberta soranzo Frame the Problem Space  Map:  h1p://staUc.ddmcdn.com/gif/blogs/6a00d8341bf67c53ef016760bf5f64970b-­‐800wi.jpg Land  &  Sea  Map:  h1p://img524.imageshack.us/img524/7654/worldmap2.png
    • taming taxonomy jessica duverneay - alberta soranzo Frame the Problem On the website (dystopedia.org) you will find: • Basic Client Info • Service Area Map • Business Goals
    • taming taxonomy jessica duverneay - alberta soranzo Frame the Problem In your printed group packet you will find: • Personas - represents the top 3 target users for Dystopedia at this time • Decks of Words (concept extraction / ontology step is done for you) • Taxonomy Lifecycle Diagram
    • taming taxonomy jessica duverneay - alberta soranzo Frame the Problem IMAGE:  h1p://img2.wikia.nocookie.net/__cb20080121004032/starwars/images/4/45/Yoda.jpg IMAGE:    h1p://coscontopia.com/wordpress/wp-­‐content/uploads/2011/09/Tinkerbell-­‐Disney-­‐Cosplay.jpg IMAGE:  h1p://upload.wikimedia.org/wikipedia/en/2/25/Smalfut.jpg
    • taming taxonomy jessica duverneay - alberta soranzo Frame the Problem During your working time you should: • Divide into groups by ticket number • Get to know your teammates • Digest the materials at hand and on the website (You have until 9:30am) • Ask us questions re: materials  
    • taming taxonomy jessica duverneay - alberta soranzo Taming Taxonomy — Pt 1
    • taming taxonomy jessica duverneay - alberta soranzo Taming Taxonomy: Pt 1 Methods discussion covering: • Taxonomy Lifecycle - Today’s work • Strategic Continuums • Competitive analysis • Expert card sorting (could vs. should) • Term expansion & editing • Synonym approach (variants vs. synonyms vs. non preferred term) • Templatize taxonomy
    • taming taxonomy jessica duverneay - alberta soranzo Today’s Work STRUCTURE Term Sorting Synonym Mapping SEO Validation Documentation STRATEGY BUSINESS RESEARCH ASSESSMENT & ADJUSTMENT DEPLOYMENT & MAINTENANCE Understand the Taxonomic Problem Understand the Business Existing Strategy SEO Approach Future Strategy Existing Taxonomies User Research & Vernacular User Sorting A/B Testing Poly-hierarchical mappings Internal Adoption Vendor Adoption Keyword Research Client Sign Off Adjustment Competitive Approach TAXONOMY CREATION Governance Governance Plan SME Validation
    • taming taxonomy jessica duverneay - alberta soranzo Strategic Continuums
    • taming taxonomy jessica duverneay - alberta soranzo Strategic Continuums STRATEGY User Centered Business Centered SIZE Scalable Finite COVERAGE Comprehensive Section Specific APPLICATION Cross-channel Web-centric TIME*SENSITIVITY Aspirational Current METAPHOR Uniform/Exact Mixed Approach STRUCTURE Poly-hierarchical Mutually Exclusive LANGUAGE SEO Preferential Natural Branding Authoritative Concept:)Jessica)DuVerneay Graphic)Representa6on:)Alberta)Soranzo
    • taming taxonomy jessica duverneay - alberta soranzo Competitive Analysis competitive (similar business model) 1. virtuoso.com 2. abercrombiekent.com 3. zicasso.com
    • taming taxonomy jessica duverneay - alberta soranzo Competitive Analysis comparative (different business but commonalities) 1. disneyworld.disney.go.com/plan/my-disney-experience/ 2. kershaw.kaiusaltd.com/knives 3. currys.co.uk
    • taming taxonomy jessica duverneay - alberta soranzo Expert Term / Card Sorting Source:  J.  DuVerneay
    • • Group like with like • Create a “Parking Lot” • Identify synonyms and overlap • Don’t get locked into any specific framework • Top down and Bottom Up work • Notice holes, dig more when needed for concept extraction • Consider your Strategic Continuums • Let it sit, revisit frequently taming taxonomy jessica duverneay - alberta soranzo Expert Term / Card Sorting
    • taming taxonomy jessica duverneay - alberta soranzo Term Expansion & Editing consider 1. holes in terms pool 2. eliminating redundant or unnecessary word groups 3. different approaches to cards and terms collected during analysis (i.e. now would be a good time to talk to your SEO/SME friends)
    • taming taxonomy jessica duverneay - alberta soranzo Consider Synonyms TRAVEL COMPANION LODGING = = Escort Caretaker Friend Character Buddy-for-hire Companion Accommodation House Room Hotel Hut Hammock
    • taming taxonomy jessica duverneay - alberta soranzo Pt 1. Work Time During your working time you should: • Complete your Strategic Continuums Worksheet • Identify possible sites for competitive / comparative analysis (we found some for you) • Take your first stab at the expert card sort with your term deck • Add, remove, and “parking lot” terms (and possibly groups of terms) as need • Ask us questions
    • taming taxonomy jessica duverneay - alberta soranzo Break
    • taming taxonomy jessica duverneay - alberta soranzo Taming Taxonomy — Pt 2
    • taming taxonomy jessica duverneay - alberta soranzo Taming Taxonomy: Pt 2 Methods discussion covering: • User Research - Optimal Sort Card Tool Demo & Data • Advantages to leveraging SEO / SME Expertise • Leverage Existing Taxonomies
    • taming taxonomy jessica duverneay - alberta soranzo Card Sorting
    • taming taxonomy jessica duverneay - alberta soranzo What is card sorting? Card sorting is one of the best ways to identify categories by having controlled tests with groups of users to create categories. source thetaxonomyblog.com
    • taming taxonomy jessica duverneay - alberta soranzo Why use card sorting? •Input into information design process •Define overall content hierarchy and structure •Design navigation, menu and taxonomies •Outline users’ mental models source thetaxonomyblog.com
    • taming taxonomy jessica duverneay - alberta soranzo What card sorting helps you with •Vetting navigation schemes •Defining information architecture •Improving findability
    • taming taxonomy jessica duverneay - alberta soranzo Concretely, card sorting gives you •Data to support decisions •Cheap method of testing labels and structure •User-centered taxonomy
    • taming taxonomy jessica duverneay - alberta soranzo What card sorting doesn’t do for you •Making up for a lack of other user research •Improving bad content •Fixing bad design or IxD •Generating site maps •Winning the lottery
    • taming taxonomy jessica duverneay - alberta soranzo How do you do card sorting? Participants organize topics into categories that make sense to them and may also help label these groups. source flickr.com/photos/nedrichards/
    • taming taxonomy jessica duverneay - alberta soranzo Open card sorting Open Participants organize topics into groups that make sense to them, then name the groups. source flickr.com/photos/nedrichards/
    • taming taxonomy jessica duverneay - alberta soranzo Closed card sorting Closed Participants organize topics into predefined groups. source flickr.com/photos/nedrichards/
    • taming taxonomy jessica duverneay - alberta soranzo Combination/Hybrid card sorting Open card sort to identify content categories. Closed card sort to see how well the category labels work.
    • taming taxonomy jessica duverneay - alberta soranzo Design the test •Create list of content topics. •Prepare the cards. •Email participants a link to the study. •Provide instructions for the sort, including expected length. •Thank the participant for their time.
    • taming taxonomy jessica duverneay - alberta soranzo Topics •Individual pages •Functionality •Small groups of pages •Whole sections of the site •Entire (small) sites
    • taming taxonomy jessica duverneay - alberta soranzo What users see
    • taming taxonomy jessica duverneay - alberta soranzo What users see - questions
    • taming taxonomy jessica duverneay - alberta soranzo What users see - instructions
    • taming taxonomy jessica duverneay - alberta soranzo What users see - the cards
    • taming taxonomy jessica duverneay - alberta soranzo What users do - grouping and naming cards
    • taming taxonomy jessica duverneay - alberta soranzo What you see - overview
    • taming taxonomy jessica duverneay - alberta soranzo What you see - cards
    • taming taxonomy jessica duverneay - alberta soranzo What you see - categories
    • taming taxonomy jessica duverneay - alberta soranzo What you see - similarity matrix
    • taming taxonomy jessica duverneay - alberta soranzo What you see - standardization grid
    • taming taxonomy jessica duverneay - alberta soranzo What you see - dendogram
    • taming taxonomy jessica duverneay - alberta soranzo What you see - dendogram
    • taming taxonomy jessica duverneay - alberta soranzo What you see - Participant Centric Analysis
    • 2 months free on any of the Optimal Workshop tools (not all of them) Use the code: “WildTaxonomy” Fine Print: • Value $218 • Code will work until midnight UTC on April 30, 2014 • Code can only be redeemed once per user account • Only for participants of this workshop - do not pass on to others! taming taxonomy jessica duverneay - alberta soranzo Optimal Workshop Trial
    • taming taxonomy jessica duverneay - alberta soranzo SEO / SEM Expert Input Search Engine Optimization (SEO) and Subject Matter Experts (SME) can help with findability and preferred term selection in your taxonomy development.
    • taming taxonomy jessica duverneay - alberta soranzo SEO / SEM Expert Input SEO — Hummingbird algorithm introduces changes to Changes to term retrieval now based on Google’s own synonym bank. Partnering with an SEO expert and considering keyword research will improve your taxonomy more than ever.
    • taming taxonomy jessica duverneay - alberta soranzo SEO / SEM Expert Input
    • taming taxonomy jessica duverneay - alberta soranzo SEO / SEM Expert Input SME — Can provide a deep dig in areas of taxonomy where you have questions or misunderstandings Request a peer review from your SEO / SME friends at a MINIMUM
    • taming taxonomy jessica duverneay - alberta soranzo Existing Taxonomies You may not need to reinvent wheels. Check here first: • National Authority ie: Library of Congress • University Subject Matter Librarian • Purchase or License existing Taxonomies as a starting point (i.e. Getty Research Institute, USDA, Dow Jones Client Solutions, WAND Inc) • PLEASE READ Heather Hedden’s book “Accidental Taxonomist” & blog for more info on this
    • taming taxonomy jessica duverneay - alberta soranzo Pt 2. Work Time During your working time you should: • Consider User Research results work • SEO / SME Expert time w Sweeney / Atherton / Mayfield • Edit draft from all collected inputs • Ask us (and them!) questions
    • taming taxonomy jessica duverneay - alberta soranzo Taxonomy Tamed— Formalizing
    • taming taxonomy jessica duverneay - alberta soranzo Taxonomy Tamed • Templatization • Governance • Cross Channel Applications • Coming Up: P2P Presentations • Work Time • Questions
    • taming taxonomy jessica duverneay - alberta soranzo Templatization
    • taming taxonomy jessica duverneay - alberta soranzo Governance Plan Ensures the Taxonomy remains useful as business needs, content, vendor input, or user expectations change or scale. • How it’s used • Who uses it • Why & When it might be updated • How it’s updated • Who updates it • Version tracking & archival considerations
    • taming taxonomy jessica duverneay - alberta soranzo Cross Channel Applications • Sitemap • Content Inventory / Build Guide • Navigation • Wireframes • Node Tagging • News Categories • Search Filters • URL Structures • Glossary • Content Creation Roadmap • Non-web Properties
    • taming taxonomy jessica duverneay - alberta soranzo P2P Presentations During your presentation teams should: • Introduce their Taxonomic Approach • Mention any sticky wickets / unsolved mysteries • Point out areas where you’d invest more time • Explain the value to Dystopedia and how they foresee employing this taxonomy in the development of a future cross-channel proposition.
    • taming taxonomy jessica duverneay - alberta soranzo Final Work Time During your working time you should: • Continue working on your Card Sorting • Move your taxonomy to the template if you are ready • Prep for your presentation • Ask us questions
    • taming taxonomy jessica duverneay - alberta soranzo Presentations: P2P
    • taming taxonomy jessica duverneay - alberta soranzo P2P Presentations During your presentation teams should: • Introduce their Taxonomic Approach • Mention any sticky wickets / unsolved mysteries • Point out areas where you’d invest more time • Explain the value to Dystopedia and how they foresee employing this taxonomy in the development of a future cross-channel proposition
    • taming taxonomy jessica duverneay - alberta soranzo Wrap Up
    • taming taxonomy jessica duverneay - alberta soranzo Card Sorting & Taxonomy Resources Give Aways!
    • taming taxonomy jessica duverneay - alberta soranzo Card Sorting & Taxonomy Resources Books Card Sorting - Designing Usable Categories Donna Spencer Rosenfeld Media, 2009 Mental Models: Aligning Design Strategy with Human Behavior Indy Young Rosenfeld Media, 2008 The Accidental Taxonomist Heather Hedden Information Today, Inc. 2010 Information Architecture for the World Wide Web: Designing Large-Scale Web Sites Peter Morville and Louis Rosenfeld O’Reilly, 2008 Pervasive Information Architecture: Designing Cross-Channel User Experiences Andrea Resmini and Luca Rosati Morgan Kaufmann, 2011
    • taming taxonomy jessica duverneay - alberta soranzo Card Sorting & Taxonomy Resources Card sorting tools Online optimalworkshop.com/optimalsort.htm conceptcodify.com simplecardsort.com usabilitest.com/CardSorting uxpunk.com/websort/ Offline (spreadsheets) Joe Lamantia – boxesandarrows.com/?p=2803 Donna Spencer – maadmob.com.au/?p=45 Mike Rice – informoire.com/?p=162 How-tos optimalworkshop.com/help/kb optimalworkshop.com/blog/how-to-pick-cards-for-card-sorting
    • taming taxonomy jessica duverneay - alberta soranzo Card Sorting & Taxonomy Resources More Resources Taxonomy Bootcamp: http://www.taxonomybootcamp.com/2014/ Taxonomy Bank: http://taxobank.org SLA Taxonomy Division: http://taxonomy.sla.org IA Institute: http://iainstitute.org/en/ Great presentation on how to build (and Test) a Taxonomy by Patrick Lambe: http://prezi.com/td8pyeaczkj1/how-to-build-a-taxonomy/
    • taming taxonomy jessica duverneay - alberta soranzo Thank You! jessica duverneay @jduverneay understandinggroup.com alberta soranzo @albertatrebla wearefriday.com