principles of taxonomies

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Principles of Taxonomy Theresa Putkey Information Architect Copyright (C) Key Pointe Usability Consulting, Inc.

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Gives an overview of taxonomies and how they work in websites,

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Page 1: Principles of Taxonomies

Copyright (C) Key Pointe Usability Consulting, Inc.

Principles of Taxonomy

Theresa PutkeyInformation Architect

Page 2: Principles of Taxonomies

Copyright (C) Key Pointe Usability Consulting, Inc.

What We’ll Cover

• A brief history lesson• A look at modern day taxonomies• Taxonomies purpose and uses• Building a taxonomy• Taxonomy maintenance• Transferring your skills

Page 3: Principles of Taxonomies

Copyright (C) Key Pointe Usability Consulting, Inc.

Brief History Lesson

Page 4: Principles of Taxonomies

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Modern Day Taxonomies

• We have information products that are extremely content heavy

• Managed with CMS, DAM, digital library

• Taxonomies help us re-use content• Taxonomies help users find content

Page 5: Principles of Taxonomies

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LISTA

Page 6: Principles of Taxonomies

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CBC

Page 7: Principles of Taxonomies

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CBC Archives

Page 8: Principles of Taxonomies

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Amazon

Page 9: Principles of Taxonomies

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Taxonomy Purpose

• Find like items• Improve search results• Disambiguate terms• Differentiate between dissimilar

items

Page 10: Principles of Taxonomies

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Taxonomy Use

• Used by an author to find and reuse content

• Used by a customer to find and use content

• Label items with terms• Search on those terms• Browse through the terms

Page 11: Principles of Taxonomies

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Page 12: Principles of Taxonomies

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Page 13: Principles of Taxonomies

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Metadata & Taxonomy

• Metadata is data about data, or information about information. We have a shoe, then we have information about the shoe.

• Some of this information can be assigned by the taxonomy.

Company: HunterStyle: Hunter OriginalColour: PurpleBoot Shaft: Knee HighWidth: M

Page 14: Principles of Taxonomies

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What We’ll Cover

We’ve covered:• A brief history lesson• A look at modern day taxonomies• Taxonomies purpose and usesNow we’ll get into:• Building a taxonomy• Taxonomy maintenance• Transferring your skills

Page 15: Principles of Taxonomies

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Basics of Building a Taxonomy

• Do a content audit and assign keywords to each component.

• Pull out all the keywords into one list, then consolidate.

• Decide on your controlled vocabulary.

Page 16: Principles of Taxonomies

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Ways to Categorize

• Controlled vocabulary refers to an authority list, thesaurus or taxonomy.

Page 17: Principles of Taxonomies

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Taxonomies

• Hierarchical and faceted• Outlines relationships between items• Used in computer systems to retrieve

non-physical objects.• Images, content components,

documents, videos.

Page 18: Principles of Taxonomies

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Relationships

• Scope Note• Broader Terms• Related Terms• Narrower Terms• Use• Use For

Page 19: Principles of Taxonomies

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Hierarchical Taxonomy

• Used when hierarchical structure of items is very important

• Preserves relationships• But can be more difficult to navigate

Page 20: Principles of Taxonomies

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Hierarchical Taxonomy Example

Hierarchical Flat Format (Thesaurus)

Page 21: Principles of Taxonomies

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Faceted Taxonomy

• Used when attributes are more important than hierarchy

• Easier to navigate• But can hinder someone looking for

hierarchical relationships• Traditionally one facet value from

each facet (but used more casually outside of libraries)

Page 22: Principles of Taxonomies

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Faceted Taxonomy

Page 23: Principles of Taxonomies

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Faceted Taxonomy

Page 24: Principles of Taxonomies

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Taxonomy Review

You may need to teach others how to read and use a taxonomyNeed to work with stakeholders to make sure:• Taxonomy reflects real-world language• BT, RT, and NT are accurate• Nothing is missing• Nothing needs to be removed

Page 25: Principles of Taxonomies

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Taxonomy Maintenance

• New content always being created• Some of it may not have a “spot”

and needs to be accommodated• Keywords can be promoted to

taxonomy terms• Weekly, monthly, quarterly reviews• Email list for suggestions and

discussion

Page 26: Principles of Taxonomies

Copyright (C) Key Pointe Usability Consulting, Inc.

You, a Taxonomist

• Aware of content• Aware of how people use content

(authors and customers)• Know how to classify information

(think indexing)• One of a few people interested and

good at information organization• Volunteer yourself

Page 27: Principles of Taxonomies

Copyright (C) Key Pointe Usability Consulting, Inc.

What We Covered

We covered:• A brief history lesson• A look at modern day taxonomies• Taxonomies purpose and uses• Building a taxonomy• Taxonomy maintenance• Transferring your skills

Page 28: Principles of Taxonomies

Copyright (C) Key Pointe Usability Consulting, Inc.

More Resources

• National Information Standards Organization (2004). Understanding metadata. http://www.niso.org/publications/press/UnderstandingMetadata.pdf

• Thesaurus Principles http://willpowerinfo.co.uk/thesprin.htm

• Metadata? Taxonomy? Thesauri? Topic Maps! http://www.ontopia.net/topicmaps/materials/tm-vs-thesauri.html

• Getty AAT http://www.getty.edu/research/tools/vocabularies/aat/

• Hedden, Heather. (2010). Accidental Taxonomist.• Taylor, Arlene G. (2004). The organization of

information, 2nd ed. Westport, CN: Libraries Unlimited.

Page 29: Principles of Taxonomies

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Sesame Street Taught Us

Page 30: Principles of Taxonomies

Copyright (C) Key Pointe Usability Consulting, Inc.

Contact Info

• 604 563 6317• [email protected]• www.keypointe.ca• @tputkey