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Integrating Taxonomies and Ontologies into Enterprise Search and Browse

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Presented by Duane Degler, on February 6, 2018, at the Data Harmony User Group in Albuquerque, NM.

Over the course of multiple search projects, we have found ways to increase taxonomy integration into search and browse. For users to get the greatest value out of your taxonomies, the structures need to be woven into the indexing strategies for search and browse. You also can incorporate capabilities into the user interface to help users interact with taxonomy terms in ways that increase usability and relevance. Ultimately, you want to leverage your taxonomies into feedback loops that help you refine both the taxonomy and the content over time. New features in Data Harmony can potentially extend your capabilities even further. This talk will briefly outline approaches for drawing the greatest value from your taxonomies for your users.

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Integrating Taxonomies and Ontologies into Enterprise Search and Browse

  1. 1. Duane Degler duane@designforcontext.com @ddegler Integrating Taxonomies and Ontologies into Enterprise Search and Browse DHUG • February 6, 2018
  2. 2. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG ● What is “Enterprise” (and Deep Content Site) search? ● Indexing and relevance ● User interactions ● Applying taxonomies (and light ontologies) ● Feedback loops 2
  3. 3. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG u Attributes of the content u Searching and browsing u Leveraging taxonomy “ENTERPRISE” (and “site”) SEARCH 3
  4. 4. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Users: ● Highly motivated ● Knowledgeable ● Longer search experiences Content: ● Documents are larger ● Hard to know what is relevant ● More subjects covered ● Lots of repeated information Content Attributes in Enterprise and Deep Content Sites 4
  5. 5. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Search & Browse Work Together Even in search presentations, there is an underlying structure inherent in your content
  6. 6. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Neighborhoods
  7. 7. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Browse Pathways Your taxonomy is the road network
  8. 8. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Leveraging Your Taxonomies’ Structure 8 Search Engine Receptor signaling More than just pouring a bucket of words into your search engine’s indexer
  9. 9. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG u Hierarchical ranking u Incorporating lightweight ontologies u Semantic disambiguation INDEXING AND RELEVANCE 9
  10. 10. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Cellular interactions Cell adhesion Cell communication Cell signaling Notch signaling Receptor signaling Signal transduction Signaling pathways WNT signaling pathways Implicit (great grandparent) Peer Implicit (grandparent) Implicit (parent) Peer Peer Explicit tag Implicit (child) Implicit (grandchild) Applying Taxonomy to Content Index 10 INDEXING, RELEVANCE 1.0 0.7 0.5 0.2 0.3 0.5 Ancestors Descendants Related (RT) ?
  11. 11. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Relationship Modeling 11 INDEXING, RELEVANCE LINKED THESAURI Moving toward Lightweight Ontologies – really useful! Subjects Product Types Member Roles Conditional boosting “If the user is a Clinical Practitioner, boost these branches”
  12. 12. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Semantic Disambiguation 12 INDEXING, RELEVANCE Subjects Products People
  13. 13. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG u Filtering u Related content USER INTERACTIONS 13
  14. 14. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG User-facing ● Topical browsing ● Facet filtering, other page content filtering ● Relationship links between content items ● Personalization & preference-setting ● General IA / site organization Roles that Taxonomies Play 14 USER INTERACTIONS Internal engines ● Search indexing and relevance ranking ● Algorithmic tuning for related links & personalized content ● Automated & manual classification ● Map to content-specific models ● Recommendations, alerts and notifications
  15. 15. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Navigating Taxonomy for Topic Filters 15 USER INTERACTIONS The Optical Society (OSA) Publishing: http://osapublishing.org
  16. 16. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG ● Collection ● Keep within the same collection, if collections are subject-centered, not content type-centered ● Time period ● As tight as possible to the asset being displayed ● Geography ● If one focused geographic area, retrieve items from the same area ● If more than one area, apply a broader geo-fence ● Type of content ● No more than 3-4 of the same type, so there are a good mix of types ● Subjects ● Focus on deepest (most specific) terms as a priority ● % of overlap —so 80% matching will be more related than 30% matching ● Where possible, tag subjects into multiple fields ● Outliers – more loosely related items ● Two items that are further away from the current item, to increase unexpected discovery Driving Related Content Algorithms 16 USER INTERACTIONS The Texas Coastal Bend Collection: http://texascoastalbend.org
  17. 17. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG User Mental Models 17 USER INTERACTIONS Collaborative REFINE Formulate Seek Evaluate Review KEEP REFINE Formulate Seek Evaluate Review Routine Archival Exploratory Targeted Survey REFINE Formulate Evaluate Review USE/KEEP Seek REFINE Formulate Seek Evaluate Review KEEPUSE REFINE Formulate Seek Evaluate Review USE/KEEP REFINE Formulate Seek Evaluate Review KEEP Duane Degler. Designing the Next Generation of Search User Experience. June 2015. http://www.designforcontext.com/insights/designing-next-generation-search-user-experience
  18. 18. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG u The right amount of secret sauce u Layered subject tagging u Subjects and Topics u Context wrapping APPLYING TAXONOMIES (and light ontologies) 18
  19. 19. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG 19 APPLYING TAXONOMIES Cellular structures Cell membrane Cell surface Cell wall Chromosomes Chromatin Karyotypes Monosomal karyotype Telomeres All my content is about this – and I want it to show up in search! The article is really about this… Self renewal Oh, and it mentions this briefly…
  20. 20. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Layered Classification 20 APPLYING TAXONOMIES SubjectsAbout-ness Depicts (primary) Depicts (background) Chromatin Self renewal Post-treatment effects
  21. 21. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Subjects and Topics 21 APPLYING TAXONOMIES Topics Topics Sub-Topics . . . Subjects Term Term . . . Group of Subjects Subjects are about the specific things in your content Topics provide entry to your site’s overall focus
  22. 22. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Subjects and Topics 22 APPLYING TAXONOMIES Topics Topics Sub-Topics . . . Subjects Term Term . . . Group of Subjects BONUS This approach gives you algorithmic ranking from browse or term-specific link lookup, because the ranking algorithm works off of the relationships profile of the content!
  23. 23. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Why Subjects, goals Where Presented, approved, deployed, cited When Created, presented, published, changed Who Authors, reviewers, consumers Context Wrappers 23 APPLYING TAXONOMIES What
  24. 24. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG u Learning from selection and use u Enabling proactive search FEEDBACK LOOPS 24
  25. 25. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Capturing decisions/use (Governance) 25 FEEDBACK LOOPS Duane Degler. Understanding How Content Is Used in Enterprise Settings. March 2016. http://www.designforcontext.com/insights/understanding-content-use Capturing user actions as system annotations allows content, classification, and system actions to coexist and be analyzed together
  26. 26. #DHUG2018 @ddegler Integrating Taxonomies/Ontologies into Enterprise Search/Browse | Access Innovations DHUG Proactive Search requires Learning 26 FEEDBACK LOOPS Find & Use Support Ongoing Quality & Effectiveness Proactive & Targeted Technology Support Apply refs to work products Run & refine searches Organize / annotate references Relevance pattern learning Query building support Proactive analysis & retrieval Save for later use Understand & Prepare Gather candidate terms Formulate search strategy Shared resources & models
  27. 27. Duane Degler duane@designforcontext.com @ddegler Integrating Taxonomies and Ontologies into Enterprise Search and Browse DHUG • February 6, 2018

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