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Taxonomy 101
The document discusses taxonomy, an approach to categorizing untraditional information, particularly in the context of digital asset management (DAM) systems. It provides examples of how taxonomy can help organizations improve information organization, searchability, and user experience on websites. The document also outlines the importance of taxonomy development, auditing, and training for effective information management.
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Taxonomy 101
- 1. Taxonomy 101 Theresa Putkey,Information Architect & Taxonomist tputkey@keypointe.ca @tputkey www.keypointe.ca
- 2. In This Talk... ●What it is ● What it’s good for ● Definitions ● Learn more and integrate it into your work
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- 4. What It Is Anapproach to categorizing “untraditional” information Untraditional Adjective Not existing in or as part of a tradition; not customary or long- established
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- 6. Example 1 A clienthad a lot of files related to their product offerings. The files were a mess across several network drives and personal hard drives. They needed to implement a digital asset management system to keep track of the files. In a DAM, you need to categorize files. ● File audit ● Taxonomy development ● Taxonomy training ● Implementation support in DAM
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- 8. Example 1 A clienthad a lot of files related to their product offerings. The files were a mess across several network drives and personal hard drives. They needed to implement a digital asset management system to keep track of the files. In a DAM, you need to categorize files. ● File audit ● Taxonomy development ● Taxonomy training ● Implementation support in DAM
- 9. Example 2 Re-doing aSupport website and customers complain they can’t find information Call centre seeing a lot of volume for questions that can be answered online ● Content audit ● Taxonomy development ● Taxonomy training
- 10. Example 3 Redoing websiteand have a lot of files. Users need to browse these topics by different angles and the company needs to show that it is the definitive resource for these topics. ● Content audit ● Taxonomy framework ● Taxonomy development ● Taxonomy training
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- 12. Example 4 Redoing websiteto show better value to members. Members were confused about the company’s vocabulary and processes. Company needed to show better value and exhaustive content. ● Content audit ● Taxonomy framework ● Taxonomy development ● Taxonomy training
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- 15. Modern Day We havesoftware products that are extremely information heavy Managed with wCMS, eCMS, cCMS, DAM, PIM, MAM How do we keep track of all the things in those systems? Web pages, videos, graphics, photos, master files, documents, PDFs, etc.
- 16. What It’s GoodFor ● Authors and editors can categorize “information” to find it again ● Users can find information ● Dynamically display information on a website (not building pages by hand) ● Controlling terminology ● Provide more accurate search results ● Provide better search refinement
- 17. Information-As-Thing The term "information"is also used attributively for objects, such as data and documents, that are referred to as "information" because they are regarded as being informative, as "having the quality of imparting knowledge or communicating information; instructive." Buckland, “Information as Thing” (1991) http://people.ischool.berkeley.edu/~buckland/thing.html
- 18. Tag to FindAgain From Adobe CQ5 documentation
- 19. Users Can FindInformation
- 20. Users Can FindInformation
- 21. Dynamic Display ofInformation
- 22. Dynamic Display ofInformation
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- 26. Better Search ResultsRefinement
- 27. Better Search ResultsRefinement
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- 29. Hierarchical Taxonomy ● Usedwhen hierarchical structure of items is very important and well- understood ● Preserves relationships (parent-child, siblings) ● But can be more difficult to navigate because people have to know the domain
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- 31. Faceted Taxonomy ● Usedwhen attributes are more important than hierarchy ● Facets are conceptually mutually exclusive ● Easier to navigate ● But can hinder someone looking for hierarchical relationships ● Used by many e-commerce websites
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- 34. Learn More andIntegrate It Into Your Work
- 35. Use It! ● Startlearning about how it can be used on a website, in a CMS, or other digital product ● Technical writers - indexing ● Information architects - structure ● Content strategists - themes, topics
- 36. Project Approach ● Userinterviews: ask them what terms they use ● Search engine terms: what people are searching for on Google or Bing that brings them to your site ● On-site search terms: On the site, what people are searching for ● Content audit: pick out keywords ● Put all these keywords together and start creating themes, topic areas, etc.
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- 38. Good Resources Taxonomy posts http://www.keypointe.ca/category/taxonomy-and-metadata/ Whento use a hierarchical or faceted taxonomy http://www.keypointe.ca/when-to-use-a-hierarchical-or-a-faceted- taxonomy/ Faceted taxonomy resources http://www.keypointe.ca/faceted-taxonomy-resource/
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- 46. My Info TheresaPutkey tputkey@keypointe.ca www.keypointe.ca @tputkey ca.linkedin.com/in/tputkey 604 563 6317