This document discusses how to create taxonomy content and metadata. It defines taxonomy and tagging, outlines common challenges around content findability, and the value of metadata. It provides guidance on getting started with taxonomy development including understanding user needs, business involvement, and governance. The presentation then demonstrates WAND and Expert System's combined software solution for importing taxonomies, visualizing content to inform taxonomy structure, automatically generating rules for categorization, and deploying taxonomies for enterprise search and knowledge management applications.

1. How to Jump-Start
Taxonomy Content Creation
September 24, 2015

2. Today’s Speakers
Mark Leher
COO
WAND, Inc.
mleher@wandinc.com
www.wandinc.com
Bryan Bell
Executive Vice President
Expert System USA, Inc.
bbell@expertsystem.com
www.expertsystem.com

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Agenda:
• Define Terms: Taxonomy and Tagging
• Common Content Challenges
• Value of Metadata
• How to get started in your organization
•The value of semantic disambiguation
• Discuss and demonstrate the combined
WAND / Expert System solution

4. WAND history
• Building Taxonomies since 1983
• Taxonomy Library covering most industries and business topics:
Products and Services, Manufacturing, Skills, Insurance, Food Science, Banking,
Finance, Medical, Consumer Sentiment, General Business, Records Retention,
News, Legal, and more.
• Taxonomy Professional Services
• Client base includes online yellow pages, online advertising engines,
enterprise search, e-commerce, and SharePoint customers - SMBs to
Fortune 500

5. Expert System history
• Founded: 1989
• Global Headquarters: Modena, Italy
• US Headquarters: Chicago, IL
• Global, public traded company:
Listed on the AIM Stock exchange
• Scalable solution used by millions of
end users to increase the FINDABILITY
of strategic communications.
• 9 out of 10 of customers who purchase
Expert System software extend their
license to new business use cases
within 6 months.
• Advanced solution designed to
support multiple use cases.
Today’s primary focus: Taxonomy creation,
taxonomy enrichment and the deployment
to automated categorization solutions.

6. Proven, scalable software solution
Technology company: we develop, deploy and support out-of-the-box,
software solutions for a wide variety of knowledge management
applications that are flexible and apply to multiple use cases.
Deep linguistic analysis engine combined with a robust semantic network:
The largest, fastest growing company in the space.
Example taxonomy & extraction deployments:
Expert System history

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What is a Taxonomy?
Collection of concepts for a
given subject domain organized
into a hierarchical tree structure
• Concepts = Categories = Terms =
Preferred Terms
• Synonyms = Non-Preferred Terms
Individual categories from the
taxonomy are tagged to
documents as metadata

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Basic Elements of a Taxonomy
• Broader Term: Asset Types
• Preferred Term: Foreign
Exchange
• Synonym: Foreign Currencies
• Narrower Term: Australian
Dollar

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What is Tagging?
• Tagging means applying metadata to documents
• Descriptive Metadata: One or multiple words about the
content of the document
• Tags will be search refinements for end users

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Common Challenges:
• Enterprise content is exploding and findability is a major
challenge
• Folder based organization doesn’t really work. Only
metadata is scalable
• Two key ingredients that most companies are missing:
• Well defined corporate taxonomy
• Capability to tag content with taxonomy based
metadata

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Make the Case:
• Companies that have taxonomies are 250% more likely to
have users that are satisfied or very satisfied with search.*
• Information organization (information architecture,
taxonomies and tagging) is the second highest priority for
investment in 2013 and 2014.*
• In an independent survey, 78% of respondents believe
finding the right information is critical or imperative to the
organization’s overall success and business goals.*
*Enterprise Search and Findability Report, Findwise, 2013/2014

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Building your taxonomies:
• Understand your use case and need
• Business users need to be involved
• Talk to end users
– How do they want to search for information
– How do they think of the organization
– What terms do they use
• Which taxonomies are important for which documents?
• Don’t try to build one giant taxonomy
• Develop a tagging strategy

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Ongoing Governance:
• Include Taxonomy Management in your governance
plan
• Policies and standards for when to create a new term,
definitions, managing re-used terms, and term naming
conventions.
• Change management planning

14. Taxonomy Studio
Content visualization
Cogito Categorizer
Automated categorization
• WAND taxonomy import
• Data driven taxonomy enrichment
• Content visualization
• Training set identification
• Automated rule generation
• Rule visualization & modification
• Content driven taxonomy deployment.
• Combining multiple data sources.
• Combining disparate data sources.
• Common metadata model.

15. Technology alone struggles to address
language ambiguities or understand
context…
Same
Word,
Different
Meanings
Different
Words,
Same
Meaning
Different
Words,
Related
Meaning
Press: push or the
news media?
Buy or purchase? Hollywood or the
U.S. film industry?
Content driven taxonomies using
the power of language.

16. Our semantic network
is a rich map of definitions
of words and associations
between words.
2 million concepts and their varied meanings
10 million relationships between these meanings
Semantic network (language ontology) is designed
to remove word &
word meaning ambiguity.
Content driven taxonomies using
the power of language.

17. What defines a semantic platform?
Morphological
analysis word forms dog, dog-catcher, doggy bag
Grammatical analysis parts of speech "There are 40 rows in the table." (noun)
"She rows 5 times a week." (verb)
Logical analysis
word
relationships
"The car I bought, to replace my Chrysler,
stinks."
Semantic analysis word context "I used chicken broth for my soup stock."
"I have 10,000 apples in stock."
"I bought 10,000 shares of stock in Apple."
Deep linguistic analysis of words to understand context.

18. Cogito Intelligence API
Dynamic metadata management, categorization, text
mining, fact mining, etc…

19. Dynamic metadata assignment
content driven taxonomy development

20. Expert System – The Disambiguator
Word disambiguation: back-end demonstration
Content input panel
Semantic and linguistic
analysis panel
Automated categorization
S-A-O representation
Not an end-user GUI

21. • Taxonomy import and export enabled
• Content driven taxonomies through content
visualization
- dynamic concept identification
- content driven taxonomy node suggestions
- training set identification
• Automatic rule creation
• Rules can be exported to Cogito Studio for viewing and
modified if required.
• Taxonomies are deployed into Cogito Categorizer for
automated categorization.
Future:
Taxonomy Studio and Cogito Studio are being integrated as
a combined solution.
- outcome will be a Taxonomy / Ontology Suite
Expert System – Taxonomy Studio

22. Taxonomy Studio
Content visualization
WAND Human Resources taxonomy
Expert System tag cloud
- data visualization-
Main Lemmas:
Dynamic visualization
Key word / Concept search

23. Taxonomy Studio
Content visualization for content driven taxonomy support
Main lemma tag cloud

24. Taxonomy Studio
content visualization

25. Taxonomy Studio
OWL, SKOS and .TXT export standards compliant

26. Thank you
Mark Leher
mleher@wandinc.com
www.wandinc.com
Bryan Bell
bbell@expertsystem.com
www.expertsystem.com