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Strategies LLC Taxonomy February 21, 2007 Copyright 2007 Taxonomy Strategies LLC. All rights reserved. Tagging: It’s the Interface Stupid!

Strategies LLC Taxonomy February 21, 2007Copyright 2007 Taxonomy Strategies LLC. All rights reserved. Tagging: It’s the Interface Stupid!

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Strategies LLCTaxonomy

February 21, 2007 Copyright 2007 Taxonomy Strategies LLC. All rights reserved.

Tagging:

It’s the Interface Stupid!

2Taxonomy Strategies LLC The business of organized information

Who I am

Over 25 years in the business of organized information Founder & Principal, Taxonomy Strategies Director, Solutions Architecture, Interwoven VP, Infoware, Metacode Technologies Program Manager, Getty Foundation Manager, Pricewaterhouse Assistant Director for Technical Services, Hampshire College Chief, Technical Services, Paul Weiss Rifkind Wharton & Garrison

Metadata & taxonomies community leadership. President, American Society for Information Science & Technology Trustee, Dublin Core Metadata Initiative Co-Founder, Networked Knowledge Organization Systems/Services Adviser, National Research Council Computer Science and

Telecommunications Board Reviewer, National Science Foundation Division of Information and

Intelligent Systems

3Taxonomy Strategies LLC The business of organized information

Recent & current projects

Government Chelan County Public Utilities District Commodity Futures Trading Commission Federal Aviation Administration Federal Reserve Bank of Atlanta Head Start Infocomm Development Authority of Singapore

(http://mysearch.internet.gov.sg/) NASA (nasataxonomy.jpl.nasa.gov) U.S. Defense Intelligence Agency U.S.D.A. Economic Research Service U.S.D.A. e-Government Program (

www.usda.gov) U.S. Dept of Education ERIC U.S. D.H.S. Citizenship and Immigration

Services U.S. Environmental Protection Agency U.S. Forest Service U.S. GSA Office of Citizen Services (

www.usa.gov) U.S. Small Business Administration U.S. Social Security Administration

Commercial Agency.com Amway Albertsons Allstate Insurance Baker Hughes BHP Billiton Blue Shield of California Campbell Soup Company Capital One Debevoise & Plimpton Dell Halliburton Hewlett Packard Microsoft Motorola Oracle PeopleSoft Pricewaterhouse Coopers Siderean Software Sprint Time Inc.

NGO’s Dewy Decimal Classification European Committee for Standardization IDEAlliance International Monetary Fund National Association of Realtors OCLC

4Taxonomy Strategies LLC The business of organized information

What I do

Organize Stuff

5Taxonomy Strategies LLC The business of organized information

For us, taxonomy work includes:

Metadata Scheme. Data fields for describing content so that it can be found and used.

Vocabularies. Collections of terms that are used to specify some of the metadata properties.

Relationships between content, fields or terms (hierarchical, equivalence, & associative)

Some vocabularies are big & hierarchical, some are small and flat.

Application Profile. Formal representation of metadata & vocabularies.

6Taxonomy Strategies LLC The business of organized information

Agenda

Content Tagging Tagging Interface

7Taxonomy Strategies LLC The business of organized information

Tagging Overview

Tagging is better than the words that happen to occur in a piece of content.

All tagging is useful End user tagging Tagging by librarians Automated tagging by OS and algorithms

Content should be tagged throughout its lifecycle, each time the content is handled and used so that it accrues value or its significance is diminished.

8Taxonomy Strategies LLC The business of organized information

MS Office: File Properties

How many people fill this in?

9Taxonomy Strategies LLC The business of organized information

Organize

How many people click on this?

10Taxonomy Strategies LLC The business of organized information

What is social tagging?

End user tagging Easy, intuitive tagging interfaces Almost instantaneous feedback

Enables people to tag & re-tag content … in response to seeing their tags in context with other tags.

Emergent categories Resembles open card sort process in which patterns emerge … rather than validating categories using closed card sorts.

11Taxonomy Strategies LLC The business of organized information

Social tagging innovators

flickr founders Caterina Fake Stewart Butterfield

del.icio.us founder Joshua Schachter

del.icio.us & flickr are now both part of Yahoo! As of April 2006 flickr had 130 million photos posted by 3

million registered users.

12Taxonomy Strategies LLC The business of organized information

Four tagging rules for end users

Rule Description

Use specific terms

Apply the most specific terms when tagging content. Specific terms can always be generalized, but generic terms cannot be specialized.

Use multiple terms

Use as many terms as necessary to describe What the content is about & Why it is important.

Use appropriate terms

Only fill-in the facets & values that make sense. Not all facets apply to all content.

Consider how content will be used

Anticipate how the content will be searched for in the future, & how to make it easy to find it. Remember that search engines can only operate on explicit information.

13Taxonomy Strategies LLC The business of organized information

Agenda

Content Tagging Tagging Interface

14Taxonomy Strategies LLC The business of organized information

Requirements for a tagging interface

Automated form fill-in (automatically fills in known data) Tagging precedents (see tags already assigned by

others) Controlled vocabularies, e.g., with pull-down list Multi-valued tags Geo-tagging Group tagging Clean-up tag tools, e.g., alpha list Batch editing Share/Don’t share (Public/Private) Identified owner (who can be emailed) Almost immediate feedback, e.g., tag cloud

15Taxonomy Strategies LLC The business of organized information

Form fill-in: Automatically filled-in known data

16Taxonomy Strategies LLC The business of organized information

Form fill-in: Automatically filled-in known data

Manual form fill-in w/ check boxes, pull-down lists, etc.

Auto keyword & summarization

17Taxonomy Strategies LLC The business of organized information

Form fill-in: Automatically filled-in known data

Auto-categorization

Parse & lookup (recognize names)

Rules & pattern matching

18Taxonomy Strategies LLC The business of organized information

Tagging precedents: See tags assigned by others

19Taxonomy Strategies LLC The business of organized information

Multi-valued group tagging

20Taxonomy Strategies LLC The business of organized information

Group geo-tagging

21Taxonomy Strategies LLC The business of organized information

Group geo-tagging

22Taxonomy Strategies LLC The business of organized information

Clean up tag tools: Alpha list

23Taxonomy Strategies LLC The business of organized information

Batch edit

24Taxonomy Strategies LLC The business of organized information

Share or don’t share tagging

25Taxonomy Strategies LLC The business of organized information

Bulk tagging

ID collection of related content items by pattern or context Then, apply same attributes to all content items

26Taxonomy Strategies LLC The business of organized information

Tag a folder

Drag & drop content items into folder Then, content items inherit properties of folder

27Taxonomy Strategies LLC The business of organized information

Workflow

Approve & improve mindset

Review & Improve

Review & Improve

Add Metadata

Create Content Publish

28Taxonomy Strategies LLC The business of organized information

Interactive rewards

Almost instantaneous exposure of tags in simple user interfaces on the web provides positive reinforcement for user tagging that simply did not exist before.

For example, Most popular Tag clouds Alerts

29Taxonomy Strategies LLC The business of organized information

Most popular

Another example is most emailed from, e.g., the NY Times.

30Taxonomy Strategies LLC The business of organized information

Tag cloud

31Taxonomy Strategies LLC The business of organized information

Alerts

New (content selected by date) Subscriptions (content selected by tags) Interest (content selected by other people) Individual (content selected for you by other people)

Strategies LLCTaxonomy

February 21, 2007 Copyright 2007 Taxonomy Strategies LLC. All rights reserved.

Is faceted indexing the future of social tagging?

33Taxonomy Strategies LLC The business of organized information

Summary

There are lessons to be learned from web tagging about how to get good metadata in document and content management applications.

Document and content management system tagging must be simple, and it must be almost instantaneously easier to find relevant work products.

Strategies LLCTaxonomy

February 21, 2007 Copyright 2007 Taxonomy Strategies LLC. All rights reserved.

Questions?

Joseph A. Busch

415-377-7912

[email protected]

35Taxonomy Strategies LLC The business of organized information

Tagging Overview

Tagging, any kind of tagging is better than the words that happen to occur in a piece of content. End user tagging is useful, so is tagging by librarians, as are tags automatically assigned by operating systems and language processing algorithms. Content should be tagged throughout its lifecycle, each time the content is handled and used so that it accrues value or its significance is diminished.

Almost instantaneous exposure of tags in simple user interfaces on the web provides positive reinforcement for user tagging that simply did not exist before. It should not be surprising that a good user interface improves usability.

As content users flock to websites that help to organize the content on the web, advertisements and value added content services follow. The bottleneck in the semantic web has been not enough tagged content. The end user tagging revolution may begin to address this shortcoming.

There are lessons to be learned from web tagging about how to get good metadata in document and content management applications. Document and content management system tagging must be simple, and it must be almost instantaneously easier to find relevant work products.