Taxonomy And Metadata
Upcoming SlideShare
Loading in...5
×
 

Taxonomy And Metadata

on

  • 8,160 views

Primer on taxonomy and metadata as seen from an enterprise content mgmt consulant's view

Primer on taxonomy and metadata as seen from an enterprise content mgmt consulant's view

Statistics

Views

Total Views
8,160
Views on SlideShare
8,145
Embed Views
15

Actions

Likes
5
Downloads
153
Comments
0

5 Embeds 15

http://www.slideshare.net 6
http://www.linkedin.com 5
https://www.linkedin.com 2
http://www.lmodules.com 1
http://74.53.188.98 1

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Taxonomy And Metadata Taxonomy And Metadata Presentation Transcript

    • Taxonomy and Metadata
      11/24/09
      David Champeau - ECM Consultant
    • Taxonomy and Metadata
      Definitions
      Examples
      Uses
      Introduction
    • A taxonomy is
      A classification scheme
      Semantic
      A knowledge map
      Taxonomies provide the lenses by which we perceive and talk about the world we live in
      [Classification] is almost the methodical equivalent of electricity- we use it every day, yet often consider it to be rather mysterious.
      Taxonomy
    • A taxonomy is a form of classification scheme
      Designed to group related things together (related not similar)
      Oranges and apples are in the fruit section
      Can be informal and ad hoc
      organize music CDs by genre
      Can be highly formal and standardized
      Dewey Decimal System
      Taxonomy
    • Taxonomies are semantic
      Taxonomies in knowledge management are different from formal published classification schemes
      Formal schemes rely heavily on codes
      Knowledge management taxonomies provide a fixed vocabulary
      This vocabulary needs to be meaningful and transparent to ordinary users
      When content is labeled “Project Kickoff” everybody should know what kind of documents they can expect to find in that category
      Taxonomy
    • Taxonomies are semantic
      They express the relationship between terms
      In the folder structure PROJECT DOCUMENTSPROJECT KICKOFF we immediately recognize that we will find other types of project documents adjacent to the PROJECT KICKOFF folder and we expect that they will be linked to the sequence of stages in the project
      PROJEC T DOCUEMNTSPROJECT KICKOFF
      PROJECT DOCUMENTSPROJECT REQUIREMENTS
      PROJECT DOCUMENTSPROJECT ARCHITECTURE
      If you take all the labels in a taxonomy and put them in alphabetical order, you have a controlled vocabulary – a dictionary
      Taxonomy
    • A taxonomy is a knowledge map
      “coup d’oueil” – “cast of the eye”
      A good taxonomy should enable the user to immediately grasp the overall structure of the knowledge domain
      The user should be able to accurately anticipate what resources he or she might find where
      The taxonomy should be comprehensible, predictable and easy to navigate
      Taxonomy
    • A taxonomy also acts as a artificial memory device
      Concepts are located in taxonomy structures and locked in place by association with their neighbors through their classification relationships
      This affords considerable mnemonic power
      Taxonomy
    • Various representations of taxonomies
      Lists
      Trees
      Hierarchies
      Polyhierarchies
      Matrices
      Facets
      System maps
      Taxonomy
    • Taxonomy work
      Taxonomies are products of work
      Developing a taxonomy is a project
      Knowledge management taxonomies need to reflect the working worlds of the organizations they are created for
      Because those working worlds continue to change, so must our taxonomies
      Taxonomy work is therefore continuous
      Taxonomy
    • Taxonomy and Knowledge Management evolution
      Paper filing systems
      Shared drive folder structures
      Content management systems
      Initially taxonomies were quite simple, drop down lists of keywords
      Initially an aid to findability
      As technology developed, metadata played a wider role in the control and management of content
      Taxonomy
    • Definition
      “Data about data” – Oxford English Dictionary
      “A collection of structured information about a document or a piece of content”
      For a document or (work) item of information this means data about the item such as Author, Title, Issue Data and other information.
      Metadata is usually defined in terms of units called “elements”, “fields”, “attributes” or “properties”
      Some elements may have “sub-elements”
      Date may have “date created”, “date approved”, “date published”
      Metadata may be made mandatory or optional
      Metadata
    • Purposes of metadata
      To identify content
      Capture fields and distinguish each document from all others
      Manage content
      Version numbers, archive date, security and access permissions
      Retrieval of content
      Taxonomy topics, subject keywords, document type
      Connect content to other content
      Behavioural metadata captured in transaction (i.e. Amazon.com)
      Business processes
      Authored by whom? Reviewed by whom and when? Approved by whom and when?
      Support Records Management
      Retention periods, disposition cycles
      Metadata
    • Standards and Guidelines
      Dublin Core Metadata Initiative (ISO 15836)
      Records Management
      ISO 15489 and 23081
      US DoD 5015.2-STD
      Design Criteria Standard for Electronic Records Management Software Applications
      Metadata
    • Dublin Core Example
    • Enforcing metadata use
      Items with no metadata?
      Minimum metadata needed at birth
      Metadata additions later
      Keep entries consistent
      Controlled vocabularies
      Pick values from lists
      Select from given options
      A simple approach
      The system will hold metadata about items in two main categories
      Essential (mandatory), to identify and manage the item
      Optional, the provide more information about the item
      More on metadata
    • Clearly metadata has to come from somewhere – and be accurate and useful
      Making some entries mandatory can help
      Too many mandatory elements may be seen as a tedious chore
      Too few mandatory elements may result in little metadata being entered
      Too many optional metadata entries may also result in little metadata being entered
      Users need to appreciate the VALUE of filling in the entries, voluntarily
      Mandatory or Optional?
    • Metadata sources
      Document
      Template
      System
      User
      Multi-media sources
      Auto-classification and auto-indexing
      Keyword indexing
      OCR/ICR
      Classification software
      Metadata Sources
    • Metadata content, however important, is notoriously difficult to acquire from users
      Before implementing ECM, users just put documents into an electronic folder of their choosing
      Now you are asking them to make a series of decisions about choosing categories, identifying access restrictions an so on
      Metadata implemented
    • Try to assign metadata without user involvement
      E.g. templates, defaults
      Users must see value
      Does it make their job easier?
      Metadata implemented
    • David Champeau
      ECM Consultant
      champeaudavid@yahoo.com
      Hope that it was helpful