Implementing a Taxonomy in a Content Management Portal
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Implementing a Taxonomy in a Content Management Portal
Content Week 2005Miami, Florida
Monday, January 31, 2005Workshop H
2:45pm – 4:45 pm
Marjorie M.K. HlavaAccess Innovations, Inc.
www.accessinn.com
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Introductions
• Name• Project• Expectations for these two short hours• Please fill in the sign up sheet• Would you like
– 1. Copy of this presentation?– 2. Sample software?– 3. Other information?
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What will we talk about this afternoon?
• 1.Definitions• 2.Where taxonomy fits in the Information Circle• 3.Where to use a taxonomy• 4.Taxonomies for Communities of Practice• 5.Surrounding theories and applications• 6.How to build and maintain• 7.How is used in enterprise information
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Thesaurus Master
Data Feed
MAIto add Metadata
Database Management System Add
Metadata using MAI
Search
Inverted File
Implementing a Taxonomy in a Content Management Portal
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1. Definitions
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What is a taxonomy?
• A hierarchical thesaurus with authority terms applied at the final node
• A browse-able web interface• A Linnaean System• A browse- able list with the term instance at
the final leaf
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Types of Taxonomies
• Naming and organizing things into groups that share similar characteristics
• 1. Flat – just a list• 2. Hierarchical
– Taxonomic view• 3. Faceted
– Sorted by a single charasteristic – Metadata - Dublin Core– COSATI -GILS
• 4. Thesaurus– Term records– Database backend– Easier to modify and maintain
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Taxonomy in meta data
• Definition– Taxonomy is a thesaurus in its hierarchical view
with the authority files applied at the final nodes– It allows the browse-able front end to a portal– It provides keyword and name access to the
content in the portal
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Taxonomy definition
• A taxonomy is a thesaurus in hierarchical view with authority file terms added at the final nodes
• Thesaurus• Authority file• Hierarchical form• Final nodes
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Thesaurus
• Concepts • Methods• Procedures
• Cognitive approach• The knowledge capture piece• The topics or subjects
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Authority file
• People• Places• Things
• The tangible approach• Concrete Entities
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Hierarchical view
• Gives the Portal view• The view of all the preferred terms in
categorized order• An outline of the thesaurus
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Final Nodes• The last position on the hierarchical tree
– Taxonomy• concept
– narrower terms» final node - people, place or thing term» document instance» Letter to George Wiesman Dec 12, 2003» Technical report number TR-1039» Museum artifact 1706 wodden wagon wheel
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Term Records – the Database Part
• Associative terms– Related terms
• Equivalence terms– Preferred and non preferred– Use and used for– Synonyms
• Hierarchical terms– Broader narrower terms– Parent Child
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Other term record fields
• Scope notes• Cross references• History• Term Status• Category• User defined
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2. Where does a taxonomy fit in the information circle?
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Information Circle - Overview
Taxonomy
User
Content
Output
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Content
Taxonomy
User
Content
Output
•Web Pages•White Papers•Research Reports•Licensed Data Feeds•Intranet•Internal Reports•Lotus Notes files•Databases•Public Relations Documents/Press Releases•Market Research Reports•Customer Relationship Management (CRM)•HR Files•Accounting/Financial Records•Legal Documents•Patents•Museum artifacts
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Taxonomy
User
Content
Output
Content – cont’d
HTML – Meta name / KeywordsDB – Field / Meta tag / ElementXML – Entity table for valid values
Content Creation:
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Taxonomy
Taxonomy
User
Content
Output
Taxonomy is applied to new and existing content:
Meta Tags
Thesaurus TermsAuthority Terms
DateAuthor
Descriptionetc.
Rule Base Taxonomy
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Taxonomy – cont’d
Taxonomy
User
Content
Output
Index data - Manually - Automatically
Suggest new candidate terms
Review
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Output
Taxonomy
User
Content
Output
Searchable Data
- Internal Data - External Data
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User
Taxonomy
User
Content
Output
Web Browsing/Searching
Database Browsing/Searching
Query Resolution
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User – cont’d
Taxonomy
Output
User
Content
User Input - Suggested Candidate Terms - New Documents
Reports Based on User Search - Search Logs - Null Hits (These will also suggest new candidate terms)
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New Content
Taxonomy
User
NewContent
Output
The cycle begins again
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Information Circle - Overview
Taxonomy
User
Content
Output
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3. Where to use a taxonomy
• Link the Taxonomy and Indexing • Always in sync with the industry• Keep up to date with terminology• Automatically index the old data• Filter newsfeeds• Search using the Taxonomy• File using the taxonomy• Spell check using the taxonomy• Link to translation system• Catalog using the taxonomy• Index a book
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Thesaurus Master
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Database Management
System - Add Metadata
using MAI
Search
Inverted File
AadvarkAlligator
AppleAdvantage
….Zebra
Record locatorAccessinn.com/12345/demofile/recid15
Database records
Each with many
elements
Portal Searching
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Search
Inverted File
AadvarkAlligatorApple
Advantage….
Zebra
Record locatorAccessinn.com/12345/demofile/recid15
Database records
Each with many elements
Portal Searching
Many data bases can be reached
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4. Taxonomies forCommunities of Practice
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Taxonomies in a Community of Practice
• Nature of Communities of Practice (CoP)• Taxonomies in context• Value of taxonomies• Creating a taxonomy• Applying the taxonomy
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Nature of CoPs
• Free flowing, loosely structured
• Simple, ad hoc categorization
• Active CoPs need organization
• Search tends to be hit-or-miss
Courtesy of Lillian Gassie, Naval Postgraduate School, Monterey, CA
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Taxonomies in Context
A taxonomy aspires to be:• a correlation of the different functional, regional
and (possibly) national languages used by a community of practice
• a support mechanism for navigation• a support tool for search engines and knowledge
maps• an authority for tagging documents and other
information objects• a knowledge base in its own right
Reference: “Taxonomies: the vital tool of information architecture”, www.tfpl.com
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Value of Taxonomies
• Improves organization & structure• Facilitates navigation• Facilitates knowledge discovery• Reduces effort• Saves time
“Taxonomies are better created by professional indexers or librarians than by domain experts.”
Courtesy of Lillian Gassie, Naval Postgraduate School, Monterey, CA
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Naval Postgraduate School’s Homeland Security Taxonomy (1)
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Naval Postgraduate School’s Homeland Security Taxonomy (2)
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IBM Insight graphical view
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Applying a Taxonomy (1)
Manually• Add terms into
meta data fields• Design
navigation & site indexes with taxonomy hierarchy
Courtesy of Lillian Gassie, Naval Postgraduate School, Monterey, CA
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Incorporating Hierarchical Classification from a Taxonomy
Courtesy of Lillian Gassie, Naval Postgraduate School, Monterey, CA
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Applying a Taxonomy (2)
System integration• Search & retrieval
systems• Auto-assignment
of metadata• Categorization
systems
Courtesy of Lillian Gassie, Naval Postgraduate School, Monterey, CA
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Applying the Taxonomy to a Digital Library
Web portal
Locally held
documents
Public repositories
Commercial data sources
Agency data sources
INTERNET (public)
spiders
Meta-Search Tool
Filtered content
Search engineSearch engine
Search engine
Search engineSearch engine
Automated categorization
Library catalogs
Search engine
Courtesy of Lillian Gassie, Naval Postgraduate School, Monterey, CA
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5. Surrounding theories and applications
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Other Vocabulary types
• Uncontrolled lists• Classification System• Subject headings• Controlled vocabulary
– usually synonyms and spelling• Authority files• Thesaurus• Taxonomy
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Uncontrolled list - define
• Add terms as they occur• No cross reference• Simple flat structure
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Controlled term lists - defined
• State the preferred terms • Provide allowed term entry• Heavily cross referenced• Not generally hierarchical• Popular• Easy to create
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Controlled term list - format
• Cars – use Automobiles
• Personal Computer – use Microcomputer
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Classification vs Subject Headings
• Classification– single spot or placement– browse physical list– often a numbering system– clear hierarchy– no or few cross references
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Classification vs Subject Headings
• Subject headings– generic search– hidden classification system– related terms and cross references in heavy use– Usually the inverted form
• cells, electric
– Alphabetic access
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Authority systems - defined
• Lists of terms in the preferred format for use• Frequently have cross references• Widely available• Frequently coded lists• Brand names
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Authority lists - examples
• ISO Country Name and Code– International Standards Organization
• ISO Language list• NAICS (SIC)
– Standard Industrial Classification Code (SIC)– Replaced by– North American Industrial Classification System
(NAICS)
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What is a thesaurus?
• Jessica L. Milstead. All Rights Reserved• “For writers, it is a tool like Roget’s one with words grouped
and classified to help select the best word to convey a specific nuance of meaning.
• For indexers and searchers, it is an information storage and retrieval tool: a listing of words and phrases authorized for use in an indexing system, together with relationships, variants and synonyms, and aids to navigation through the thesaurus”
• www.jelem.com
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Thesaurus - defined
• For information retrieval 1960’s– indexing either intellectual or automatic– in searching– searching but not indexing– indexing but not searching– hierarchical view for searching
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Thesaurus - defined
• Monolingual - standard– British – English - ISO 5578– American – English –ANSI/NISO Z39.19
• Multilingual – standard ISO 5579– concept mapping– Eurovoc
• Discipline or Mission based - ad hoc
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Thesaurus -standard format
• Main Entries• Top Terms - TT• Broader Terms - BT • Narrower Terms - NT• RELATED TERMS - RT• Scope Notes - SN• History - HI• Date term added/changed - DA
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Standards
• Monolingual– NISO / ANSI – Z39.19– ISO 5578
• Multilingual– ISO 5579
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ISO Standards
• Set up already - easy to adopt• Multiple broader terms• The standards outline procedures
– ISO -better for implementation– NISO much better reading
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Why do we index ?
• Improve precision– define scope of terms
• Improve recall– different terms for same concept
• Guide to a field of expertise• Learning tool• Richer expression
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Uses ?
• Indexing*– …process by which subject terms or classification symbols
are assigned to concepts in documents
– A thesaurus is also known as an indexing language
– * not the building of the inverted file in computer sense of indexing
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What are we controlling ?
• Synonyms– different terms same concept
• Polysemes or Homonyms– same word different meanings– Lead– Reading
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How ?
• Meaning– delineation of scope of a term
• Term equivalence– linking of synonyms
• Disambiguation of homonyms– lead (metal)– lead (element)– lead (management)
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Precision options
• Language specificity• Coordination• Compound terms - level of
precoordination• Homographs and scope notes• Word distance indication
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Precision options
• Structural relationships• Links and roles• Treatment and aspect codes• Weighting
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Disambiguation
Bill Invoice
Bill Legislative
Bill Sport
Bill Person
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Disambiguation
Bills Invoices
Bills Legislation
Bill Animal
Bill Person
PT
NT BT
RTRT
BTNT
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6. How to build and maintain a taxonomy
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How to build a taxonomy
• Collect the terms• Pull out authority terms• Organize into arrays• Choose top terms• Organize hierarchically• Flesh out term records• Test, review, and edit
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Or said another way …
• Define scope• Collect terms and relationships• Identify existing taxonomies• Identify resources• Create & refine taxonomy• Apply taxonomy• Review and update
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Maintain
• Steady stream of terms– Web logs – Null sets– New announcements– Indexing team– Library– Records managers– Etc.
• Candidate terms• Out of date is nearly useless
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Best Results Measures
• Accuracy• Productivity• Hits, Misses and Noise• Precision (Recall)• Relevance• Ease of set up• Time to production
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Integration
• Thesaurus– full featured– multiple views– multiple versions– multiple languages
• Automatic indexing– filtering– assisted
• Data Harmony MAI and Thesaurus Master
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Visual Taxonomy
• Ways to look– Hierarchical– Alphabetic – by term– Ring diagrams– Topic maps– Related terms
Visual Taxonomy
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API to Many Systems for CMS
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Apply to the meta data
• Automatic application?• Spider setting internally• External web crawls – use all aliases• Filter data• Enhance search experience
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Meta data
• The fields• The elements
– Class codes– Title– Author– Plaintiff– Product– subject / topic
• Meta Name Keywords in HTML
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7. How Taxonomies are used in Enterprise Information
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Brand is repeated in several spots and tied to search as well
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Another way of listing brands
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Category list from taxonomy is tied to brand
list and product list
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Category code from the taxonomy is tied to the brand
list and the product list
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Enterprise Taxonomy Management• Consistent application across entire site• Synonyms are used interchangeably• User doesn’t need to know the taxonomy• Pop up view is helpful• Site map for construction and browsing• Allows hidden sections for internal use
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Taxonomies
• Form the basis for knowledge sharing• Add value to discussion• Allow deeper retrieval • Are straightforward to create• Require on-going maintenance
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Your Taxonomy
• There is too much information to pile it on the floor.
• It fits in many places in the information flow
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Data Feed
Thesaurus Master
MAIto add Metadata
Database Management System Add
Metadata using MAI
Search
Inverted File
Implementing a Taxonomy in a Content Management Portal
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Thank you for your time!Questions?
Marjorie M.K. Hlava
Access Innovations, Inc.
505-998-0800
www.accessinn.com