taxonomy workshop

8/8/2019 Taxonomy Workshop

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Taxonomy OverviewTaxonomy Overview




A hierarchy that helps you organize and manage

content.

A taxonomy is composed of categories based on

a particular classification and usage perspective. The categories of a taxonomy have hierarchical

associations.

Taxonomy Definition:Taxonomy Definition:




Content and TaxonomiesContent and Taxonomies

Content requires some type of taxonomy wheneveryou: Create it

Re-purpose it

Share it

Assign it to workflow Tag it

Store it

Display it

Secure it

Archive it

Delete it




Provide a structure to organize and view your

content

Allows site producers to find the content that

they want to display Provides content creators with a defined set of

categories to assign to their content

Enables collaboration and sharing of content

across an enterprise

Taxonomies are useful because:Taxonomies are useful because:




Enable your business to re-purpose content

Support security functions to determine who can

view, create, modify and delete content

Identify associations and common attributes of content to aid in database design

Enable globalization of your content

Enable personalization, business intelligence

and site usage measurement

Taxonomies are useful because:Taxonomies are useful because:




Taxonomy JargonTaxonomy Jargon

Node a specific category in the taxonomy tree

Level A term used with respect to the top of the taxonomy tree

Parent the node up one level from the givennode

Child the node(s) down one level from a givennode

Category each node represents a category




The importance and value of taxonomies

is rarely understood.

Taxonomies are not easy to construct

Incomplete taxonomies can hinder or ruin

the user experience

Incomplete taxonomies are hard to fix later

Thoughts On TaxonomiesThoughts On Taxonomies




You will encounter issues with taxonomies

that don¶t have right or wrong answers,

just trade-offs

Humorous and/or incomplete taxonomiesabound on the internet

A dictionary for category definitions is

highly desirable





Some observations of real life taxonomies:

Interesting«..

± http://eccma.org/unspsc/browse/10.html

Tough on the user experience and hard to change

now«.

± http://www.ebay.com

As expected«..

± http://www.yahoo.com





Taxonomy Classification SystemsTaxonomy Classification Systems

Exact Alphabetical

Chronological

Geographical In-Exact

Topical

Task Role

Other




Taxonomy DepthTaxonomy Depth

The level of detail a taxonomy will include

The number of sub-nodes that a taxonomy

has from its top-level node.

Depth should be deep enough to provideenough granularity to organize or find the

content you want




Taxonomy DepthTaxonomy Depth

Should not be so deep that it becomesunusable or tedious to drill down to the

needed node

Depth is dependant on the complexity of the top-level node.

The depth under each top-level does not

have to be the same, however thereshould be some level of balance



© 2001 - Vignette Corporation. All rights reserved.

Confidential and proprietary information of Vignette.

Taxonomy WidthTaxonomy Width

The broadness or scale of the completetaxonomy.

Enterprise-wide

single area of your business.

The wider the taxonomy, the harder it is to

design but the more value it will bring to

your business





Taxonomy WidthTaxonomy Width

Width is dependant on how broad thescale is of the taxonomy

Determine the width of a taxonomy early

on whenever possible The simplest place to start is to determine

if the scale is: local, national, international

or global.





Navigation Content

Personalization

Globalization

Taxonomy TypesTaxonomy Types





Navigation Taxonomy

Based on constraints such as the tasks and

functions that a user needs to accomplish

Based on a classification that is familiar to theuser

Example: a web ³site map´

Determines ³where´ content will be displayed

Content is ³mapped´ to to this taxonomy

Taxonomy TypesTaxonomy Types





Food and Nutrition Disease prevention

Vitamins

Supplements

Parenting

Childcare

Children Teens

Taxonomy Types ± Navigation Example 1Taxonomy Types ± Navigation Example 1

Health and Fitness Aging

Alternative

Children

Men's

Women's

Physician Finder

Search By specialty

By location





Administrative Services Assistants

Payroll

Billing

Insurance validation and

claims Education

Nursing

Patient

Physician

Technician Nutrition

Resources

Taxonomy Types ± Navigation Example 2Taxonomy Types ± Navigation Example 2

Patient Care Aging

Alternative

Children

Men

Women

Support groups

Prescription Drug

Services Directories

Organizations

Pharmacies





Content Taxonomy

Based on content constraints such as

organization by industry, business unit,

product and so on. Independent of how the content will be

displayed or where it will appear.

Should span all web and non-web content of

your business

Enables sharing and re-purposing of content

Taxonomy Types - ContentTaxonomy Types - Content






Be careful when defining content categories Home Page

Behavioral Health

Chiropractics

Dentistry

Eye and Vision

Nursing

Nutrition

Pharmacy

Physician Specialties Respiratory, Rehabilitative & Restorative

Speech, Language and Hearing






Be careful when defining content categories Home Page WRONG!!!!!!!!!!!!!!!!!!

Behavioral Health

Chiropractics

Dentistry

Eye and Vision Nursing

Nutrition

Pharmacy

Physician Specialties

Respiratory, Rehabilitative & Restorative Speech, Language and Hearing





Personalization Taxonomy Based on constraints such as measuring

customer behavior, customer goals and

business goals

Typically will have both a high and low level

personalization taxonomy

Low level usually mirrors navigation or

content taxonomy High level is not deep and usually spans

across other taxonomies

Taxonomy Types - PersonalizationTaxonomy Types - Personalization





Globalization Taxonomy Based on constraints such as locale

A locale can be a combination of any location

and language. Examples: US-ENGLISH, UK-ENGLISH. CA-FRENCH, FR-FRENCH

Usually spans across other taxonomies

Taxonomy Types - GlobalizationTaxonomy Types - Globalization





DimensionsDimensions

A dimension is a taxonomy made up of content

attributes that span taxonomies

Dimensions are often very shallow in depth.

Often only 2 levels deep. Content taxonomies generally do NOT include

additional dimensions in their tree structure

Navigation taxonomies MUST include additional

dimensions somehow ± this involves trade-off decisions





DimensionsDimensions

Navigation Taxonomy that includes dimensions

Requires trade-off design decisions

www.ebay.com





Exercise 1Exercise 1

Recognizing dimensions early on can alertyou to upcoming trade-offs

Typical dimensions

Demographics Role

Age

Gender

Business Type Product Type

.





Building A TaxonomyBuilding A Taxonomy





Taxonomy Construction MethodologyTaxonomy Construction Methodology

DetermineClassification

System

DetermineUser

Perspective

DetermineWidth of

Taxonomy

Build a Dictionaryof Terms

Build theTaxonomy

DetermineTaxonomy

Type





Determine Taxonomy TypeDetermine Taxonomy Type

Navigation Content

Personalization

Globalization


System

Determine

User Perspective

Determine

Width of Taxonomy


Build theTaxonomy

Determine

TaxonomyType





Determine Classification SystemDetermine Classification System

Exact Alphabetical white pages, dictionary,

indexes

Chronological Travel schedules, eventlistings, time lines

Geographical atlas, maps

In-Exact Topical yellow pages

Task search, buy, sell

Role professional, lay-person,technical, manager

Products and services retail,wholesale, enterprise, software,hardware


System

DetermineUser

Perspective

DetermineWidth of

Taxonomy


Build theTaxonomy

DetermineTaxonomy

Type





Determine User PerspectiveDetermine User Perspective

Expected audience Tasks to perform

Business

Consumer Roles


System

DetermineUser

Perspective

DetermineWidth of

Taxonomy


Build theTaxonomy

Determine

TaxonomyType





Build A Dictionary of TermsBuild A Dictionary of Terms

Avoid ambiguous categorynames whenever possible

The wider your taxonomy, themore it is needed

Prevents ambiguities incategories


System

DetermineUser

Perspective

DetermineWidth of

Taxonomy


Build theTaxonomy

Determine

TaxonomyType





Build The TaxonomyBuild The Taxonomy


System

DetermineUser

Perspective

DetermineWidth of

Taxonomy


Build theTaxonomy

Determine

TaxonomyType Define the top level nodes

Start at each top-level node and workyour way to the bottom

Determine the depth needed for eachtop-level category

Identify recurring nodes (attributes)that emerge

Build dimension taxonomies fromthese recurring nodes

D

etermine where dimensions best fitin to Navigation taxonomies

Ensure dimensions are removed fromContent taxonomies





Using A TaxonomyUsing A Taxonomy





Using a TaxonomyUsing a Taxonomy

Education Content producers and/or librarians need to

be educated on the taxonomy structure

Clearly defined tagging standards Data dictionaries to define each category

Security

Access rights for any given node level

Internal create, modify and delete rights

End-user ³view´ rights






Maintenance Regular review of the taxonomy should be

done

Define approver and submitter roles for

change requests Deletions of nodes, sub-nodes or the re-

organization of a taxonomy¶s nodes should bedone with care

Top level nodes should RARELY change Changes to bottom level nodes have the least

impact to your CMA and CDA






Tagging Categories of each taxonomy can be

associated or ³tagged´ to specific content

Different taxonomy categories are used to tagcontent for very different purposes.

Content can be mapped to many different

³views´ or navigation taxonomies.






Tagging Purposes Content Taxonomy

± Identifies the classification of content

Navigation Taxonomy (or a ³view´) ± Identifies where each content item will be shown

Personalization Taxonomy

± Log the user behavior and interests

± Personalize based on the user behavior andinterests





Manual: Using a Content Management

Application Web-based application used to create, modify, and publish

and tag content


DB

CMA

Title

Story

Summary

Launch Date

Category

Submit





Auto Tagging Process Parse, identify key words and tag content


Database

Tag(s):

EducationPatient Care

Content Parser

Content

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