Folksonomies&Taxonomies Dow Jones Webcast

daniela barbosa
daniela barbosaNinja at Dow Jones
© Copyright 2007 Dow Jones and Company, Inc.
Who am I?

              Part of the Client Solutions Group within the Dow Jones
              Enterprise Media Group based in San Francisco.
              Work with large corporations in deploying information
              strategies through various parts of the enterprise
              An avid social media fan and producer on the topic of
              information delivery in the enterprise, she continually
              ‘eats her own dog food’ by using social media tools and
              processes to engage with customers and prospects.
              Have a Masters of Library and Information Science
              (MLIS) from the School of Information and Library
              Science at Rutgers
              Have been with Dow Jones since 1999.

                                               - Daniela Barbosa
© Copyright 2008 Dow Jones and Company, Inc.                            2
What will we cover in today’s Webinar?

              Definitions- let’s all get on the same page
              Overview of Recent Roundtable event
                Who attended
                What was discussed
                What were some of the conclusions
              What next?
              Questions and Answers
              Additional References – How can you
              participate?


© Copyright 2008 Dow Jones and Company, Inc.                3
Definitions

              Enterprise
              Enterprise Taxonomy
              Tagging
              Folksonomy




© Copyright 2008 Dow Jones and Company, Inc.   4
Enterprise

             The term ‘Enterprise’ has been adopted the
             from the computer industry

                       An organization that uses computers.
                       Encompass corporations, small businesses,
                       non-profit institutions, government bodies, and
                       possibly other kinds of organizations.
                       More often to larger organizations than smaller
                       ones.



© Copyright 2008 Dow Jones and Company, Inc.                             5
Enterprise Taxonomy

              Hierarchical classification of entities of
              interest to an enterprise used to classify
              documents, digital assets and other
              information like expertise
              It can cover virtually any type of physical or
              conceptual entities (products, processes,
              knowledge fields, human groups, etc.) at any
              level of granularity

              Simply….a standard vocabulary that a
              company uses to describe its business

© Copyright 2008 Dow Jones and Company, Inc.                   6
Tagging

                       Simple data/metadata externally applied to an
                       object
                       Used for sorting
                       A hook for aggregating
                       Provides identifier and/or description
                       Personal markers


                        (sometimes the term Social bookmarking is also used)

                                                InfoCloud Solutions, Inc. - Thomas Vander Wal

© Copyright 2008 Dow Jones and Company, Inc.                                                    7
Folksonomy

                       Folksonomy is the result of personal free
                       tagging of pages and objects for one's own
                       retrieval
                       The tagging is done in a social environment
                       (shared and open to others)
                       The act of tagging is done by the person
                       consuming the information

                       Simply…collaborative categorization using
                       simple tags.


                                               InfoCloud Solutions, Inc. - Thomas Vander Wal

© Copyright 2008 Dow Jones and Company, Inc.                                                   8
Folksonomy elements : Collaboration

              Tags are shared
              Feedback loop




© Copyright 2008 Dow Jones and Company, Inc.         9
Kinds of Folksonomy

      Broad : Many users tag one resource
          Consumer Examples:
           Del.icio.us, Furl, Digg, Ma.gnolia
          Enterprise Examples:
           Connectbeam, IBM Dogear, Scuttle
      Narrow: Few users tag one resource
          Consumer Examples:
           Flickr, Blog Software, Retail sites (Esty)
          Enterprise Examples:
           Document Management, CRM

© Copyright 2008 Dow Jones and Company, Inc.            10
Quick Polls: 1

              Do you have a Enterprise Taxonomy in
              place?
                Yes. We have had one for a while (3+yrs)
                Yes we recently implemented
                No
                I don’t know




© Copyright 2008 Dow Jones and Company, Inc.               11
Quick Polls: 2

      Do you have corporate Folksonomy tool:
          Yes
          No, and we currently have no plans
          No, but we are currently looking into it




© Copyright 2008 Dow Jones and Company, Inc.         12
Roundtable Event

                                               Who attended:

                                                Top Technology
                                                companies in Silicon
                                                Valley from various
                                                groups:
                                                  Market Research
                                                  Sales Operations
                                                  Corporate Portal
                                                Media
                                                Biotechnology
© Copyright 2008 Dow Jones and Company, Inc.                           13
Topics Discussed during roundtable

              What is the business value of a taxonomy/
              folksonomy and how can you deploy a
              solution that will grow with the organization?
              What’s the impact of social networking tools
              on the enterprise?
              Which governance tools can or should be
              applied?
              How do you merge folksonomies and existing
              taxonomies – or should you?
              Some best practices and common obstacles


© Copyright 2008 Dow Jones and Company, Inc.                   14
An exercise
               (with apologies to David Snowden)

              Which one of these is the ‘Odd-one Out’:


                                        Cow
                                        Chicken
                                        Grass

© Copyright 2008 Dow Jones and Company, Inc.             15
Quick Polls: 3

              Which one of these is the Odd Man Out?
               Cow
               Chicken
               Grass




© Copyright 2008 Dow Jones and Company, Inc.           16
What items were top of mind for the
               Attendees?

              How people are using social tagging
              What are others doing around search?
              What kind of hurdles do you run into?
              How do I overcome those hurdles?
              Issues of critical mass? Dilution of value
              Issues of “freshness” of content
              How do you get it going?
              Who will do the tagging?
              How do I get Management to see value?

© Copyright 2008 Dow Jones and Company, Inc.               17
Quick Polls: 4

              When you start talking about Folksonomies
              with your colleagues what is the first ‘issue’
              that comes up?

                       What is a Folksonomy?
                       Critical Mass - will enough people use it?
                       What is the Value?
                       Security Issues
                       What if someone uses a ‘bad’ word?
                       None of the above

© Copyright 2008 Dow Jones and Company, Inc.                        18
User Experiences

                Where do users tag from?
                 Browser
                 Widgets
                 Desktop
                Why do users tag?
                 Expertise locator/discovery
                 Support groups in development of new
                 products
                 Increase Search relevance
                 Re-findability
                 Alerting and Discovery
© Copyright 2008 Dow Jones and Company, Inc.            19
User Experiences


                How do you view tags?
                  Flat Lists
                  Tag Clouds-
                     What is the shelf life?
                     Is it useful for all groups? (e.g. sales)




© Copyright 2008 Dow Jones and Company, Inc.                     20
User Experiences


                What kind of tags are used?
                   Content Type- e.g. FAQs
                   Personal tags – e.g. ‘toread’
                   Opinion tags – e.g. ‘cool’
                   Identification tags – e.g. ‘expert’
                Issues of error and disambiguation
                   Misspelling, Multiple spellings
                   Adding more keywords for disambiguation
                   Lack of background knowledge

© Copyright 2008 Dow Jones and Company, Inc.                 21
Best Practices & Obstacles

              Success seems to be dependent on industry
              and/or specific department within an
              organization
                Engineering
                Biotechnology
                Pharmaceuticals
                But many others are experimenting:
                  Professional Services
                  Consumer Products
                  Media

© Copyright 2008 Dow Jones and Company, Inc.              22
Best Practices & Obstacles

      Opportunities for Best Practices:
         Maintenance of existing taxonomies
         Knowledge retention
         Documenting Lessons learned
         Pretagging- ideas to move forward
         Identity and Transparency
         Designing for Extensibility: Enterprise
         Remixing
         Alerting and Discovery
         Security- role based and global requirements

© Copyright 2008 Dow Jones and Company, Inc.            23
Change management 2.0

              How do you get users to adopt?
                Early Adopters
                Late Adopters

              Issues with specific groups
                 Use Case: sales groups
                   How to better organize & tag content sales
                   & global engineers audience
                   Not wanting to share
                   What is the motivation?
                   What is the reward?

© Copyright 2008 Dow Jones and Company, Inc.                    24
Which governance tools can or should be applied?


              Business conduct rules
              Use established Security- role based and
              global requirements
              Standards that everyone understands,
              ratings, etc.
              Policies for cleaning up “Dirty” Tags
                 “Salesprocess” should be “Sales Process”
              Have key adopters become cheerleaders
              of these ‘rules’


© Copyright 2008 Dow Jones and Company, Inc.                      25
How do you merge folksonomies & existing
               taxonomies- or should you?

              Guess what? We don’t have the answers!
              Still early in the process of adoption
              A lot of work is being done and companies
              are sharing their experiences
                Different Hybrids Models
                    Using tagging tools as a suggestion
                    push for taxonomists
                    Mining folksonomy along with search
                    logs
                    Maintaining separate systems

© Copyright 2008 Dow Jones and Company, Inc.              26
Q&A


© Copyright 2008 Dow Jones and Company, Inc.         27
References

      References available at:

      http://DowJonesFolksonomy.pbwiki.com
      (password for editing = dowjones)

      Please feel free to add, edit and contribute!

                                               Daniela Barbosa
                                               Business Development Manager, Synaptica
                                               Dow Jones Client Solutions
                                               daniela.barbosa@dowjones.com
                                               Phone: 1.415.765.6181 Mobile: 1.415.321.9502
                                               http://www.danielabarbosa.com

© Copyright 2008 Dow Jones and Company, Inc.                                                  28
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Folksonomies&Taxonomies Dow Jones Webcast

  • 1. © Copyright 2007 Dow Jones and Company, Inc.
  • 2. Who am I? Part of the Client Solutions Group within the Dow Jones Enterprise Media Group based in San Francisco. Work with large corporations in deploying information strategies through various parts of the enterprise An avid social media fan and producer on the topic of information delivery in the enterprise, she continually ‘eats her own dog food’ by using social media tools and processes to engage with customers and prospects. Have a Masters of Library and Information Science (MLIS) from the School of Information and Library Science at Rutgers Have been with Dow Jones since 1999. - Daniela Barbosa © Copyright 2008 Dow Jones and Company, Inc. 2
  • 3. What will we cover in today’s Webinar? Definitions- let’s all get on the same page Overview of Recent Roundtable event Who attended What was discussed What were some of the conclusions What next? Questions and Answers Additional References – How can you participate? © Copyright 2008 Dow Jones and Company, Inc. 3
  • 4. Definitions Enterprise Enterprise Taxonomy Tagging Folksonomy © Copyright 2008 Dow Jones and Company, Inc. 4
  • 5. Enterprise The term ‘Enterprise’ has been adopted the from the computer industry An organization that uses computers. Encompass corporations, small businesses, non-profit institutions, government bodies, and possibly other kinds of organizations. More often to larger organizations than smaller ones. © Copyright 2008 Dow Jones and Company, Inc. 5
  • 6. Enterprise Taxonomy Hierarchical classification of entities of interest to an enterprise used to classify documents, digital assets and other information like expertise It can cover virtually any type of physical or conceptual entities (products, processes, knowledge fields, human groups, etc.) at any level of granularity Simply….a standard vocabulary that a company uses to describe its business © Copyright 2008 Dow Jones and Company, Inc. 6
  • 7. Tagging Simple data/metadata externally applied to an object Used for sorting A hook for aggregating Provides identifier and/or description Personal markers (sometimes the term Social bookmarking is also used) InfoCloud Solutions, Inc. - Thomas Vander Wal © Copyright 2008 Dow Jones and Company, Inc. 7
  • 8. Folksonomy Folksonomy is the result of personal free tagging of pages and objects for one's own retrieval The tagging is done in a social environment (shared and open to others) The act of tagging is done by the person consuming the information Simply…collaborative categorization using simple tags. InfoCloud Solutions, Inc. - Thomas Vander Wal © Copyright 2008 Dow Jones and Company, Inc. 8
  • 9. Folksonomy elements : Collaboration Tags are shared Feedback loop © Copyright 2008 Dow Jones and Company, Inc. 9
  • 10. Kinds of Folksonomy Broad : Many users tag one resource Consumer Examples: Del.icio.us, Furl, Digg, Ma.gnolia Enterprise Examples: Connectbeam, IBM Dogear, Scuttle Narrow: Few users tag one resource Consumer Examples: Flickr, Blog Software, Retail sites (Esty) Enterprise Examples: Document Management, CRM © Copyright 2008 Dow Jones and Company, Inc. 10
  • 11. Quick Polls: 1 Do you have a Enterprise Taxonomy in place? Yes. We have had one for a while (3+yrs) Yes we recently implemented No I don’t know © Copyright 2008 Dow Jones and Company, Inc. 11
  • 12. Quick Polls: 2 Do you have corporate Folksonomy tool: Yes No, and we currently have no plans No, but we are currently looking into it © Copyright 2008 Dow Jones and Company, Inc. 12
  • 13. Roundtable Event Who attended: Top Technology companies in Silicon Valley from various groups: Market Research Sales Operations Corporate Portal Media Biotechnology © Copyright 2008 Dow Jones and Company, Inc. 13
  • 14. Topics Discussed during roundtable What is the business value of a taxonomy/ folksonomy and how can you deploy a solution that will grow with the organization? What’s the impact of social networking tools on the enterprise? Which governance tools can or should be applied? How do you merge folksonomies and existing taxonomies – or should you? Some best practices and common obstacles © Copyright 2008 Dow Jones and Company, Inc. 14
  • 15. An exercise (with apologies to David Snowden) Which one of these is the ‘Odd-one Out’: Cow Chicken Grass © Copyright 2008 Dow Jones and Company, Inc. 15
  • 16. Quick Polls: 3 Which one of these is the Odd Man Out? Cow Chicken Grass © Copyright 2008 Dow Jones and Company, Inc. 16
  • 17. What items were top of mind for the Attendees? How people are using social tagging What are others doing around search? What kind of hurdles do you run into? How do I overcome those hurdles? Issues of critical mass? Dilution of value Issues of “freshness” of content How do you get it going? Who will do the tagging? How do I get Management to see value? © Copyright 2008 Dow Jones and Company, Inc. 17
  • 18. Quick Polls: 4 When you start talking about Folksonomies with your colleagues what is the first ‘issue’ that comes up? What is a Folksonomy? Critical Mass - will enough people use it? What is the Value? Security Issues What if someone uses a ‘bad’ word? None of the above © Copyright 2008 Dow Jones and Company, Inc. 18
  • 19. User Experiences Where do users tag from? Browser Widgets Desktop Why do users tag? Expertise locator/discovery Support groups in development of new products Increase Search relevance Re-findability Alerting and Discovery © Copyright 2008 Dow Jones and Company, Inc. 19
  • 20. User Experiences How do you view tags? Flat Lists Tag Clouds- What is the shelf life? Is it useful for all groups? (e.g. sales) © Copyright 2008 Dow Jones and Company, Inc. 20
  • 21. User Experiences What kind of tags are used? Content Type- e.g. FAQs Personal tags – e.g. ‘toread’ Opinion tags – e.g. ‘cool’ Identification tags – e.g. ‘expert’ Issues of error and disambiguation Misspelling, Multiple spellings Adding more keywords for disambiguation Lack of background knowledge © Copyright 2008 Dow Jones and Company, Inc. 21
  • 22. Best Practices & Obstacles Success seems to be dependent on industry and/or specific department within an organization Engineering Biotechnology Pharmaceuticals But many others are experimenting: Professional Services Consumer Products Media © Copyright 2008 Dow Jones and Company, Inc. 22
  • 23. Best Practices & Obstacles Opportunities for Best Practices: Maintenance of existing taxonomies Knowledge retention Documenting Lessons learned Pretagging- ideas to move forward Identity and Transparency Designing for Extensibility: Enterprise Remixing Alerting and Discovery Security- role based and global requirements © Copyright 2008 Dow Jones and Company, Inc. 23
  • 24. Change management 2.0 How do you get users to adopt? Early Adopters Late Adopters Issues with specific groups Use Case: sales groups How to better organize & tag content sales & global engineers audience Not wanting to share What is the motivation? What is the reward? © Copyright 2008 Dow Jones and Company, Inc. 24
  • 25. Which governance tools can or should be applied? Business conduct rules Use established Security- role based and global requirements Standards that everyone understands, ratings, etc. Policies for cleaning up “Dirty” Tags “Salesprocess” should be “Sales Process” Have key adopters become cheerleaders of these ‘rules’ © Copyright 2008 Dow Jones and Company, Inc. 25
  • 26. How do you merge folksonomies & existing taxonomies- or should you? Guess what? We don’t have the answers! Still early in the process of adoption A lot of work is being done and companies are sharing their experiences Different Hybrids Models Using tagging tools as a suggestion push for taxonomists Mining folksonomy along with search logs Maintaining separate systems © Copyright 2008 Dow Jones and Company, Inc. 26
  • 27. Q&A © Copyright 2008 Dow Jones and Company, Inc. 27
  • 28. References References available at: http://DowJonesFolksonomy.pbwiki.com (password for editing = dowjones) Please feel free to add, edit and contribute! Daniela Barbosa Business Development Manager, Synaptica Dow Jones Client Solutions daniela.barbosa@dowjones.com Phone: 1.415.765.6181 Mobile: 1.415.321.9502 http://www.danielabarbosa.com © Copyright 2008 Dow Jones and Company, Inc. 28