Understanding Tagging
  and Folksonomy
        Thomas Vander Wal
Presented to: SharePoint Saturday DC
            15 May 2010
Recent History of
Consumer Tagging
Enterprise Search
     Success



      ?
Few organization claim
 80% or better search
Let’s be optimistic
80% Success
1 in 5 searches do not
 find what is desired
In an organization with
   500 daily searches
That is 100 failures
Average knowledge
worker - 16% of time
     searching
16% of 40 hours =
     1.25hr
20% of 1.25 hrs =
15 minutes per week
per knowledge worker
 is counter productive
At $60k salary,
poor search cost per
 person $375 a year
Remember, we being
    optimistic
Knowledge workers are
often the most efficient
       at search
Most organizations have
 40% to 70% search
     success rates
We need help!
Traditionally search is
      based on:
Text
Links
Metadata
& what experts think
we call (or should call)
         things
Taxonomy
Result is still…
Objects often not found
Experts are not us!
Search Ecosystem
Objects created &
 metadata added
Metadata often
 incomplete
Metadata automated
Categories & expert
tags applied pre-search
Information Across Horizontals
             Div 1   Div 2   Div 3   Div 4



 Packaging

 Logistics

 Marketing
Tag Augmented
 Social Search
What does your
  organization know?
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What does your
organization call things?
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What do people in your
organization call things?
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What Is A Tag?


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The “F” Word


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Folksonomy


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Folksonomy: Definition

❖   Folksonomy is the result of personal free
    tagging of pages and objects for one's own
    retrieval

❖   The tagging is usually done in a social
    environment (shared and open to others)

❖   The act of tagging is done by the person
    consuming the information



             InfoCloud Solutions, Inc. - 2010
Folksonomy:Value
The value in this external tagging is derived
from people using their own vocabulary
and adding explicit meaning, which may
                    meaning
come from inferred understanding of the
information/object.

People are not so much categorizing, as
providing a means to connect items
(placing hooks) to provide their meaning in
their own understanding.


         InfoCloud Solutions, Inc. - 2010
Every person is an
           expert in their own
            vocabulary (tags)


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Every Tag is Sacred




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Folksonomy Triad
Object                                      Identity
                      Interest




                      Definition
                                             Vocabulary




                                            Metadata

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Dual Folksonomy Triad
   Object               Interest               Identity




Culture                                         Vocabulary


                      Definition



                      Terminology
Community                                      Metadata

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Finding More Objects
Object 1                Identity              Object 2




                       Metadata

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Scaling and Functionality

                                      D                   A - Personal Use
                                                          B - Serendipity
                              C                           C - Social Tagging
# People Tagging




                                                              Mature
                        B                                 D - Complex Social
                                                              System
                   A


                   Times Object is Tagged
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Phases of Interaction
❖ Saving and tagging
❖ Refinding
❖ Clicking, pivoting, exploring
❖ Searching
 ❖ One’s own tags
 ❖ Other’s tags
   ❖ Group
   ❖ Everybody
❖ Group Social Interaction

           InfoCloud Solutions, Inc. - 2010
Personal to Social

                    Personal Serendipity   Social   Complex
                                           Mature
       Save & Tag     X          X              X     X
           Refind      X          X              X     X
  Pivot & Explore                X              X     X
          Search                                X     X
Group Interaction                               -     X

             InfoCloud Solutions, Inc. - 2010
Social Context

Personal -                    Social -
 ❖   Capture                    ❖   Share
 ❖   Hook/Copy                  ❖   Point
 ❖   Annotate                   ❖   Collaborate
 ❖   Refind                      ❖   Filter
 ❖   Privacy                    ❖   Trusted Groups


                InfoCloud Solutions, Inc. - 2010
Folksonomy
     vs.
 Taxonomy
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The Value of Tagging
   for Business

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Tagging: Definition

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


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Taxonomy vs. Folksonomy
  Business                                  Employee




 Taxonomy               Object            Folksonomy


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Taxonomy & Folksonomy




    Taxonomy            Folksonomy
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70% of Folksonomy tag
terms not in Taxonomy
         J. Trant regarding Steve.museum




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Terms Around an Object
Taxonomy                                     Folksonomy
                                                 -   Ball (89)
 -   Ball                                        -   Circle (63)
 -   Sphere                                      -   Blue (23)
 -   Blue                                        -   Orb (11)
 -   #A6437                                      -   Sphere (6)
                                                 -   Gradient (3)
                                                 -   ToBuy (3)
                                                 -   Darkblue (2)
                                                 -   Round (2)
                                                 -   … 26 more

              InfoCloud Solutions, Inc. - 2010
Part #A6473 Terms
                         Distribution of Terms
 Validate                            A6473
taxonomy    90.0


or add to
taxonomy                                   Value in
                   Interest
                                         Synonyms &
            67.5   & watch
                                         Unique views

            45.0




            22.5




              0




                      InfoCloud Solutions, Inc. - 2010
Part #A6473 Terms
                            Distribution of Terms
                    Azure
 Validate                            A6473
taxonomy    90.0


or add to
taxonomy           Interest
            67.5   & watch


            45.0




            22.5




              0




                      InfoCloud Solutions, Inc. - 2010
Business Tensions
Naming control                           People’s vocabulary

Sample groups                            Every perspective

      In-house                           Outside service

 $$$ w/ value                            $ w/ unknown value

   Consistent                            Emergent

                 InfoCloud Solutions, Inc. - 2010
Adjust Expectations
Search & Tag Ecosystem
              Find



   Search




            Tag
When found, people
hold onto objects by
      tagging
perspective & context




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Search improved w/ extended vocabulary




           InfoCloud Solutions, Inc. - 2010
Search improved with
more pointers to the
        object

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Takes as few as 1 or 2
people tagging to make a
       difference
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Much more than a tagcloud




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2 Common Statements


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Not enough people are
       using it
OMG! Pull the plug we
have way too much info!
Solutions to comments


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Semi-structured
 information to
   structured
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Disambiguation
❖   Spelling
❖   Word separations
    ❖   San Francisco
    ❖   SanFrancisco
❖   Multi-word terms
❖   Stemming
    ❖   e.g. Tag, tags, tagging

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Facets


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Filtering


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Social search


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Retrieval


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Discovery


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Social augmented search


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Sharepoint 2010
   Overview

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Tagging in ‘Give
  Feedback’
Personal Tagging
Tag External Pages
Sharepoint 2010


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Sharepoint 2010 Tagging
❖ Advantages
 ❖ Folksonomy triad structure
 ❖ Integrated into Sharepoint
 ❖ Can be extended
❖ Disadvantages
 ❖ Needs improved social interaction design
 ❖ Surface others to follow w/ similar traits
 ❖ Improve filtering
 ❖ Options beyond tag clouds

          InfoCloud Solutions, Inc. - 2010
Thank You!


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Acknowledgements:
 - Christian Glessner of
   http://www.ilovesharepoint.com


       InfoCloud Solutions, Inc. - 2010
Thanks	
  to	
  our	
  Sponsors
URL: http://infocloudsolutions.com
E-mail: thomas@infocloudsolutions.com
E-mail: thomas@vanderwal.net
AIM: vanderwal
Skype: tjvanderwal
Twitter: @vanderwal
              InfoCloud Solutions, Inc. - 2010

Understanding Tagging and Folksonomy - SharePoint Saturday DC