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Relational Navigation: A Taxonomy-Based Approach to Information Access and Discovery Bradley P. Allen,  Founder & CTO Side...
Helping People Master Discovery <ul><li>Founded 2001 </li></ul><ul><ul><li>First to deliver a turn-key Semantic Web soluti...
Mastering Discovery For Business Success <ul><li>Discovering new opportunities, markets and solutions is key to winning in...
Orienteering vs. Teleporting
Discovery Requires Navigation  <ul><li>A shared, unified view of the scope of available information </li></ul><ul><li>Zero...
Semantics Enables Discovery <ul><li>Relational navigation is built around ontologies, not text </li></ul><ul><ul><li>Using...
Discovery Using Semantics: Relational Navigation Relational Navigation Concept Faceted Navigation Querying “bags of words”...
The Role of Taxonomies in Relational Navigation <ul><li>Taxonomies provide the navigational “glue” that binds information ...
Zeroing In: The Faceted Navigation Base Case subject s 2 genre s 1 s m s n g 2 g 1 g m g n documents
Zeroing In: The Faceted Navigation Base Case subject s 2 genre s 1 s m s n g 2 g 1 g m g n documents
Zeroing In: The Faceted Navigation Base Case subject s 2 genre s 1 s m s n g 2 g 1 g m g n documents
Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
Adding Search subject s 3 genre s 2 s m s n g 3 g 2 g n documents g 0 g 1 s 0 s 1 “bacon”
Finding And Following Relationships subject s 2 genre s 1 s m s n g 2 g 1 g m g n documents g 0 g 1 s 0 s 1 persons dc:cre...
Finding And Following Relationships subject genre documents persons dc:creator frbr:creatorOf title location corporate bod...
Relational Navigation As Bates’ Berrypicking <ul><li>“ Berrypicking differs from the conventional model for searching in t...
Example: Clearstone Portal
Example: Clearstone Portal
Example: Clearstone Portal
Example: Clearstone Portal
Example: Clearstone Portal
Example: Clearstone Portal
Example: Clearstone Portal
Example: Clearstone Portal
Building Relational Navigation Applications Extract entities, terms, attributes and relationships that unify the content a...
Use Case: Oracle Marketing Products, technologies, posts, authors, events Content repositories of product marketing inform...
Use Case: Pharmaceutical Clinical Trials Medical terms, test events, reports, study authors, compounds, protocols Content ...
Use Case: Financial Services IT Portfolio Management People, services, products, organizations, responsibilities People di...
Social Navigation Experiences Now Yield Folksonomies  <ul><li>The convergence of data and content means “everything is met...
The Integration of Folksonomies and Taxonomies <ul><li>Folksonomies can make taxonomies more responsive </li></ul><ul><ul>...
Navigation Using Folksonomies and Taxonomies subject s 3 tag s 2 s m s n t 2 t 1 t m t n documents s 0 s 1
Tagging the Tags in Editorial Workflow
Use Case: Online Newspaper Publishing Topics, people, organizations, sources RSS/Atom feeds from multiple Web sources, pro...
Summary  <ul><li>Mastering discovery is key to business success  </li></ul><ul><li>This is waking the enterprise market to...
Siderean Software, Inc. 390 North Sepulveda Blvd. Suite 2070 El Segundo, CA 90245-4475 USA +1 310 647-4266 http://www.side...
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Relational Navigation: A Taxonomy-Based Approach to Information Access and Discovery (Taxonomy Boot Camp 2007)

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Transcript of "Relational Navigation: A Taxonomy-Based Approach to Information Access and Discovery (Taxonomy Boot Camp 2007)"

  1. 1. Relational Navigation: A Taxonomy-Based Approach to Information Access and Discovery Bradley P. Allen, Founder & CTO Siderean Software, Inc. Taxonomy Boot Camp November 9th, 2007
  2. 2. Helping People Master Discovery <ul><li>Founded 2001 </li></ul><ul><ul><li>First to deliver a turn-key Semantic Web solution for Information Access and Discovery </li></ul></ul><ul><li>Venture funded 2004 </li></ul><ul><ul><li>Clearstone, Innocal, Red Rock </li></ul></ul><ul><li>Headquarters in LA, offices in NYC, Boston, Chicago and Menlo Park </li></ul><ul><li>25 employees </li></ul><ul><li>35 customers </li></ul>
  3. 3. Mastering Discovery For Business Success <ul><li>Discovering new opportunities, markets and solutions is key to winning in the market </li></ul><ul><li>But people don’t know what’s available to them </li></ul><ul><li>Search is insufficient to solve their problem </li></ul><ul><li>They need to navigate , not search </li></ul>
  4. 4. Orienteering vs. Teleporting
  5. 5. Discovery Requires Navigation <ul><li>A shared, unified view of the scope of available information </li></ul><ul><li>Zeroing in on relevant information quickly </li></ul><ul><li>Finding and following relationships </li></ul><ul><li>Sharing discoveries with others </li></ul>
  6. 6. Semantics Enables Discovery <ul><li>Relational navigation is built around ontologies, not text </li></ul><ul><ul><li>Using RDF, the W3C standard that is the underpinning of the Semantic Web </li></ul></ul><ul><li>Ontologies bring relationships to the fore </li></ul><ul><ul><li>Text search throws relationships away </li></ul></ul><ul><li>Result: people master discovery with a greater range of techniques than just with free-text search </li></ul>
  7. 7. Discovery Using Semantics: Relational Navigation Relational Navigation Concept Faceted Navigation Querying “bags of words” Slicing and dicing homogeneous objects guided by trees of concepts Navigating through a network of related heterogeneous objects Keyword Keyword Keyword Search
  8. 8. The Role of Taxonomies in Relational Navigation <ul><li>Taxonomies provide the navigational “glue” that binds information objects of different types by subject facets </li></ul><ul><ul><li>Taxonomies (thesauri, controlled vocabularies) are represented using a standard ontology (SKOS) </li></ul></ul><ul><ul><li>Conceptual, geographical, temporal hierarchies can be viewed as taxonomies </li></ul></ul><ul><li>Other facets come from asset, relational and usage metadata </li></ul><ul><ul><li>Other ontologies (DC, FOAF, FRBR, etc.) come into play here </li></ul></ul><ul><li>Together the provide the basis for zeroing in on and pivoting across information resources </li></ul>
  9. 9. Zeroing In: The Faceted Navigation Base Case subject s 2 genre s 1 s m s n g 2 g 1 g m g n documents
  10. 10. Zeroing In: The Faceted Navigation Base Case subject s 2 genre s 1 s m s n g 2 g 1 g m g n documents
  11. 11. Zeroing In: The Faceted Navigation Base Case subject s 2 genre s 1 s m s n g 2 g 1 g m g n documents
  12. 12. Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
  13. 13. Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
  14. 14. Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
  15. 15. Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
  16. 16. Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
  17. 17. Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
  18. 18. Adding Faceted Taxonomies subject s 3 genre s 2 s m s n g 3 g 2 g m g n documents g 0 g 1 s 0 s 1
  19. 19. Adding Search subject s 3 genre s 2 s m s n g 3 g 2 g n documents g 0 g 1 s 0 s 1 “bacon”
  20. 20. Finding And Following Relationships subject s 2 genre s 1 s m s n g 2 g 1 g m g n documents g 0 g 1 s 0 s 1 persons dc:creator
  21. 21. Finding And Following Relationships subject genre documents persons dc:creator frbr:creatorOf title location corporate bodies size industry foaf:member foaf:member -1
  22. 22. Relational Navigation As Bates’ Berrypicking <ul><li>“ Berrypicking differs from the conventional model for searching in that the searcher picks up bits of information here and there, just as one plucks berries from various bushes in real-world berrypicking.” [Bates 2003] </li></ul>Bates, M. J. (1989a). Design of browsing and berrypicking techniques for the online search interface. Online Review, 13, 407-424.
  23. 23. Example: Clearstone Portal
  24. 24. Example: Clearstone Portal
  25. 25. Example: Clearstone Portal
  26. 26. Example: Clearstone Portal
  27. 27. Example: Clearstone Portal
  28. 28. Example: Clearstone Portal
  29. 29. Example: Clearstone Portal
  30. 30. Example: Clearstone Portal
  31. 31. Building Relational Navigation Applications Extract entities, terms, attributes and relationships that unify the content and data using standard taxonomies and ontologies Aggregate content, data from inside and outside the firewall Generate social navigation experiences for resource discovery
  32. 32. Use Case: Oracle Marketing Products, technologies, posts, authors, events Content repositories of product marketing information, blog feeds Navigate over product information, blog and forum posts and event information
  33. 33. Use Case: Pharmaceutical Clinical Trials Medical terms, test events, reports, study authors, compounds, protocols Content repositories of pre-clinical and clinical trials, clinical test DB Navigate over clinical documents and records
  34. 34. Use Case: Financial Services IT Portfolio Management People, services, products, organizations, responsibilities People directory DB, IT services DB, HW/SW product DB Navigate over products and services
  35. 35. Social Navigation Experiences Now Yield Folksonomies <ul><li>The convergence of data and content means “everything is metadata” (David Weinberger) </li></ul><ul><li>Users are contributing </li></ul><ul><ul><li>Content </li></ul></ul><ul><ul><li>Annotations </li></ul></ul><ul><ul><li>Tags </li></ul></ul><ul><li>The union set of tags across a collection forms a folksonomy </li></ul>
  36. 36. The Integration of Folksonomies and Taxonomies <ul><li>Folksonomies can make taxonomies more responsive </li></ul><ul><ul><li>To individuals and groups </li></ul></ul><ul><li>Taxonomies can make folksonomies more responsible </li></ul><ul><ul><li>To organizations and institutions </li></ul></ul><ul><li>The two can be represented using the same ontology (SKOS) and tags can themselves be tagged in editorial workflow </li></ul>
  37. 37. Navigation Using Folksonomies and Taxonomies subject s 3 tag s 2 s m s n t 2 t 1 t m t n documents s 0 s 1
  38. 38. Tagging the Tags in Editorial Workflow
  39. 39. Use Case: Online Newspaper Publishing Topics, people, organizations, sources RSS/Atom feeds from multiple Web sources, proprietary premium content Navigate over aggregated news and topic stream filtered by editorial tagging
  40. 40. Summary <ul><li>Mastering discovery is key to business success </li></ul><ul><li>This is waking the enterprise market to navigation as the way to help people master discovery </li></ul><ul><li>Relational navigation is a new approach to resource discovery that leverages existing investments in taxonomies and ontologies </li></ul>
  41. 41. Siderean Software, Inc. 390 North Sepulveda Blvd. Suite 2070 El Segundo, CA 90245-4475 USA +1 310 647-4266 http://www.siderean.com [email_address]
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