Metadata Strategies And Tools

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Presented by Rachel Lovinger at the Content Strategy Consortium, March 2009.

Presented by Rachel Lovinger at the Content Strategy Consortium, March 2009.

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  • 1. Metadata Strategies and Tools Content Strategy Consortium March 19, 2009 Page 1 © 2009 Razorfish. All rights reserved.
  • 2. Helping stakeholders understand and work with large, complex sets of metadata • Get expert input • Get approval for data • Build partnership and ownership • Distributed communication Page 2 © 2009 Razorfish. All rights reserved.
  • 3. Successful Metadata & Taxonomy Building Deliverables + Communication “Politics and consensus building are the toughest aspects of building a taxonomy” Page 3 © 2009 Razorfish. All rights reserved.
  • 4. When Do You Start? Align with the web development process Web Dev Build Live Concept Wireframes Design Taxonomy Detailed Groundwork Dimensions & Usage & Taxonomy & High Level Relationships Maintenance Communication Page 4 © 2009 Razorfish. All rights reserved.
  • 5. Concept Phase Key Question: What is the site about? Web Dev Build Live Concept Wireframes Design Taxonomy Detailed Groundwork Dimensions & Usage & Taxonomy & High Level Relationships Maintenance Communication Tip: Start building consensus as early as possible. Page 5 © 2009 Razorfish. All rights reserved.
  • 6. Concept Phase Tasks Why start thinking about metadata and taxonomy needs during the concept phase? • Gather background information – audience, goals, resources. • Identify primary organizing principles of the site. • Determine what metadata work is needed. • Scope and schedule the work and deliverables. • Prepare stakeholders to help you. Page 6 © 2009 Razorfish. All rights reserved.
  • 7. Wireframe Phase Key Question: How is the information organized? Web Dev Build Live Concept Wireframes Design Taxonomy Detailed Groundwork Dimensions & Usage & Taxonomy & High Level Relationships Maintenance Communication Tip: Use real data in the wireframes Page 7 © 2009 Razorfish. All rights reserved.
  • 8. Wireframe Phase Tasks Dimensions and relationships • Finalize decisions about structure and complexity. • Fill in the conceptual models with terms. • Determine the relationships between metadata facets. Page 8 © 2009 Razorfish. All rights reserved.
  • 9. Dimensions Fashion Magazine Stores Fashion Entertainment Beauty Gifts Holidays & Locations Brands People Occasions Page 9 © 2009 Razorfish. All rights reserved.
  • 10. Relationships 80th Annual Oscars 2008 Common Name Academy Awards Best Actor Best Picture Nominees Nominees Winner Winner There Will Be Daniel Tommy Blood No Country Day-Lewis Lee Jones Performance in For Old Men Vigo George Johnny Juno Mortensen Atonement Clooney Depp Michael Clayton Performance in Performance in Performance in Performance in Page 10 © 2009 Razorfish. All rights reserved.
  • 11. Design Phase Key Question: What’s the actual data? Web Dev Build Live Concept Wireframes Design Taxonomy Detailed Groundwork Dimensions & Usage & Taxonomy & High Level Relationships Maintenance Communication Tip: Prototype the data. Page 11 © 2009 Razorfish. All rights reserved.
  • 12. Design Phase Tasks You’ve built the framework. What comes next? • Complete the details. • Collaborate on design. • Validate against user and business needs. • Provide input on content management and retrieval. Page 12 © 2009 Razorfish. All rights reserved.
  • 13. Details Page 13 © 2009 Razorfish. All rights reserved.
  • 14. Build Phase & Live Key Question: How do we make sure this metadata is used properly and is still relevant in six months? Web Dev Build Live Concept Wireframes Design Taxonomy Detailed Groundwork Dimensions & Usage & Taxonomy & High Level Relationships Maintenance Communication Tip: If they don’t own it, they won’t use it. Page 14 © 2009 Razorfish. All rights reserved.
  • 15. Build Phase Tasks Get Ready to Hand It Over • Provide guidelines for using the metadata in content creation. • Provide guidelines for maintaining the metadata. Page 15 © 2009 Razorfish. All rights reserved.
  • 16. Metadata Tools Page 16 © 2009 Razorfish. All rights reserved.
  • 17. Metadata Tools We need useful, usable tools that will help unlock the story that data has to tell. The solutions have evolved, and so have our problems. Page 17 © 2009 Razorfish. All rights reserved.
  • 18. Metadata Tools Looking for tools to • Develop taxonomy, controlled vocabulary, and metadata relationships • Prototype data so that designers can create meaningful interactive experiences • Provide non-technical business users with a way to visualize and verify data Looking for tools that are • Readily available • Easy to start using • Useful for the design process Page 18 © 2009 Razorfish. All rights reserved.
  • 19. Thesaurus Tools Used to construct lists of hierarchical sets of data, employing a construction based on Broader Terms and Narrower Terms. MultiTes A.K.A. Semaphore Ontology Manger A.C.S TermTree WebChoir TCS-10 Page 19 © 2009 Razorfish. All rights reserved.
  • 20. Thesaurus Tool: MultiTes Page 20 © 2009 Razorfish. All rights reserved.
  • 21. Drawbacks of Thesaurus Tools • Require an abstract understanding of thesaurus type relationships that doesn’t really contribute to the design process • Limited support for other relationships • Moving terms from one level to another tends to be difficult • Lack robust visualization options Page 21 © 2009 Razorfish. All rights reserved.
  • 22. Brainstorming Tools Used to quickly map concepts and terms. More visual and easier to add, remove and rearrange things rapidly, while working. Mindjet MindManager Bubbl.us FreeMind Page 22 © 2009 Razorfish. All rights reserved.
  • 23. Brainstorming Tool: MindManager Page 23 © 2009 Razorfish. All rights reserved.
  • 24. Drawbacks of Brainstorming Tools • Not great for expressing non-hierarchical relationships • Becomes difficult to read when there are a large number of nodes Page 24 © 2009 Razorfish. All rights reserved.
  • 25. Ontology Tools Used to capture metadata using semantic standards. More flexible and powerful in the types of relationships they can capture. SWOOP Altova SemanticWorks Protégé TopQuadrant TopBraid Composer Page 25 © 2009 Razorfish. All rights reserved.
  • 26. Ontology Tool: Protégé Page 26 © 2009 Razorfish. All rights reserved.
  • 27. Protégé: Visualization Page 27 © 2009 Razorfish. All rights reserved.
  • 28. Drawbacks of Ontology Tools • Required knowledge of the workings of RDF and OWL could be a barrier • Not enough of them have good, flexible visualization options Page 28 © 2009 Razorfish. All rights reserved.
  • 29. Visualization Tools Used primarily for viewing and exploring data and relationships, not for creating or editing. RDF Gravity IBM ManyEyes OwlSight Wordmap Page 29 © 2009 Razorfish. All rights reserved.
  • 30. Visualization Tool: RDF Gravity • Show or Hide elements as needed Page 30 © 2009 Razorfish. All rights reserved.
  • 31. Drawbacks of Visualization Tools • Data has to be created elsewhere and imported • Most are not quite flexible enough to show a wide range of data relationships Page 31 © 2009 Razorfish. All rights reserved.
  • 32. Thank You Rachel Lovinger Rachel.Lovinger@razorfish.com Page 32 © 2008 Razorfish. All rights reserved.