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Some Thoughts on Tagging Marti Hearst UC Berkeley

Some thoughts on social tagging

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Describes the relationship between tagging and faceted metadata, and describes why tag clouds are not a good navigation device, but rather are act best as a signal of the use of social media and user generated content.

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Page 1: Some thoughts on social tagging

Some Thoughts on Tagging

Marti HearstUC Berkeley

Page 2: Some thoughts on social tagging

Marti Hearst, MIT HCI ‘07

Outline

What are Tags? Organizing Tags for Navigation

Facets and faceted navigation How to (semi)automatically create facet

hierarchies

What’s up with Tag Clouds?

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Marti Hearst, MIT HCI ‘07

Social Tagging Metadata assignment without all the bother Spontaneous, easy, and tends towards single

terms Usually used in the context of social media

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The Tagging Opportunity At last! Content-oriented metadata in the

large!

Attempts at metadata standardization always end up with something like the Dublin Core author, date, publisher, … yaaawwwwnnn.

I’ve always thought the action was in the subject metadata, and have focused on how to navigate collections given such data.

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The Tagging Opportunity

Tags are inherently faceted ! It is assumed that multiple labels will be assigned

to each item Rather than placing them into a folder Rather than placing them into a hierarchy

Concepts are assigned from many different content categories

Helps alleviate the metadata wars: Allows for both splitters and lumpers

Is this a bird or a robin Doesn’t matter, you can do both!

Allows for differing organizational views Does NASCAR go under sports or entertainment? Doesn’t matter, you can do both!

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Tagging Problems Tags aren’t organized Thorough coverage isn’t controlled for The haphazard assignments lead to problems with

Synonymy Homonymy

See how this author attempts to compensate:

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Tagging Problems / Opportunities

Some tags are fleeting in meaning or too personal toread todo

Tags are not “professional” (I personally don’t think this matters) Great example from Trant:

"Anecdotal evidence also shows that ‘professional’ cataloguers find the basic description of visual elements surprisingly difficult: a curator exhibited significant discomfort during this description task. When asked what was wrong, he blurted out "everything I know isn't in the picture".Investigating social tagging and folksonomy in the art museum with steve.museum", J. Trant, B. Wyman, WWW 2006 Collaborative Tagging Workshop

Page 8: Some thoughts on social tagging

Marti Hearst, MIT HCI ‘07Investigating social tagging and folksonomy in the art museumwith steve.museum", J. Trant, B. Wyman, WWW 2006 Collaborative Tagging Workshop

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What about Browsing?

I think tags need some organization Currently most tags are used as a direct index into

items Click on tag, see items assigned to it, end of story

Co-occurring tags are not shown Grouping into small hierarchies is not usually done

del.icio.us now has bundles, but navigation isn’t good IBM’s dogear and RawSugar come the closest

I think the solution is to organize tags into faceted hierarchies and do browsing in the standard way

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Faceted Navigation and Flamenco

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The Problem With Hierarchy Most things can be classified in more than one way. Most organizational systems do not handle this well. Example: Animal Classification

otterpenguin

robinsalmon

wolfcobra

bat

SkinCovering

Locomotion

Diet

robinbat wolf

penguinotter, seal

salmon

robinbat

salmon

wolfcobra

otterpenguin

seal

robinpenguin

salmoncobra

batotterwolf

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Inflexible Force the user to start with a particular category What if I don’t know the animal’s diet, but the

interface makes me start with that category?

Wasteful Have to repeat combinations of categories Makes for extra clicking and extra coding

Difficult to modify To add a new category type, must duplicate it

everywhere or change things everywhere

The Problem with Hierarchy

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The Problem With Hierarchy

start

salmon bat robin wolf

feathersfur scales fur scales feathers fur scales feathers …Covering:

swim fly run slitherLocomotion:

fish

rodents

insects

fish

rodents

insects

fish

rodents

insects

fish

rodents

insects

fish

rodents

insects

fish

rodents

insects

fish

rodents

insects

fish

rodents

insects

fish

rodents

insects

Diet:

otter

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The Idea of Facets

Facets are a way of labeling data A kind of Metadata (data about data) Can be thought of as properties of items

Facets vs. Categories Items are placed INTO a category system Multiple facet labels are ASSIGNED TO items

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The Idea of Facets Create INDEPENDENT categories (facets)

Each facet has labels (sometimes arranged in a hierarchy)

Assign labels from the facets to every item Example: recipe collection

Course

Main Course

CookingMethod

Stir-fry

Cuisine

Thai

Ingredient

Bell Pepper

Curry

Chicken

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The Flamenco Interface

Fine Arts Museum Example

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Advantages of the Approach

Systematically integrates search results: reflect the structure of the info architecture retain the context of previous interactions

Gives users control and flexibility Over order of metadata use Over when to navigate vs. when to search

Allows integration with advanced methods Collaborative filtering, predicting users’

preferences

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Advantages of Facets Can’t end up with empty results sets

(except with keyword search) Helps avoid feelings of being lost. Easier to explore the collection.

Helps users infer what kinds of things are in the collection.

Evokes a feeling of “browsing the shelves” Is preferred over standard search for

collection browsing in usability studies. (Interface must be designed properly)

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Related Work:Automated Tag Organization

Some efforts are on tag prediction: Mishne ’06:

Uses IR techniques to find the closest tagged documents, uses their tags to assign new tags. Measures on how well new tags predicted

Xu et al. ’06: Use tags that have already been predicted for a document to

predict which to show to a new user who is tagging the document Some efforts on tag organization:

Brooks & Montanez ’06: Tries to see if tags can predict document clusters, which in my

book aren’t really categories After clustering based on text they try to induce a tag hierarchy

by agglomerative clustering the text. Results not described in detail

Begelman et al. ’06: Use clustering and tag co-occurrence to find associated tags. Not

clear what the organizational goal is

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RawSugar

A company/website that organizes tags from blogs into facets They are undergoing a revamp, will move to

channels

However, nothing published on this (presumably, patents filed)

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How to Create Facet Hierarchies?

Our Approach: Castanet(Stoica & Hearst, to appear at HLT-NAACL ’07)

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Example: Recipes (3500 docs)

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Castanet Output (shown in Flamenco)

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Castanet Output (shown in Flamenco)

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Castanet Output (shown in Flamenco)

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Example: Biology Journal TitlesCastanet Output (shown in Flamenco)

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Castanet Algorithm

Leverage the structure of WordNet

Doc

umen

ts

WordNet

Get hypernym

paths

Sel

ect

ter

ms

Build tree

Compresstree

Divide into facets

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1. Select Terms

red blue

Select well distributed terms from collection

Doc

ume

nts

WordNet

Get hypernym

pathsSel

ect

term

s

Build tree

Comp. tree

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2. Get Hypernym Path

red blue

chromatic color

abstraction

property

visual property

color

red, redness

abstraction

property

visual property

color

blue, blueness

chromatic color

Doc

ume

nts

WordNet

Get hypernym

pathsSel

ect

te

rms

Build tree

Comp. tree

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3. Build Tree

red blue

chromatic color

abstraction

property

visual property

color

red, redness

abstraction

property

visual property

color

blue, blueness

chromatic color

red blue

abstraction

property

visual property

color

red, redness

chromatic color

blue, blueness

Doc

ume

nts

WordNet

Get hypernym

pathsSel

ect

te

rms

Buildtree

Comp. tree

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4. Compress Tree

Doc

ume

nts

WordNet

Get hypernym

pathsSel

ect

te

rms

Build tree

Comp.tree

red, redness

color

red

chromatic color

blue, blueness

blue

green, greenness

green green red

color

chromatic color

blue

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4. Compress Tree (cont.)

red

color

chromatic color

blue green

color

red blue green

Doc

ume

nts

WordNet

Get hypernym

pathsSel

ect

te

rms

Build tree

Comp. tree

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5. Divide into Facets

Divide into facets

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Disambiguation Ambiguity in:

Word senses Paths up the hypernym tree

Sense 1 for word “tuna”organism, being => plant, flora => vascular plant => succulent => cactus

=> tuna

Sense 2 for word “tuna”organism, being => fish => food fish => tuna => bony fish => spiny-finned fish => percoid fish => tuna

2 paths for same word

2 paths for

same sense

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How to Select the Right Senses and Paths?

First: build core tree (1) Create paths for words with only one sense (2) Use Domains

Wordnet has 212 Domains medicine, mathematics, biology, chemistry, linguistics, soccer, etc.

Automatically scan the collection to see which domains apply The user selects which of the suggested domains to use or

may add own Paths for terms that match the selected domains are added to

the core tree

Then: add remaining terms to the core tree.

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Castanet Evaluation Method

Information architects assessed the category systems

For each of 2 systems’ output: Examined and commented on top-level Examined and commented on two sub-levels Also compared to a baseline system

Then comment on overall properties Meaningful? Systematic? Likely to use in your work?

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CastaNet Evaluation Results Results on recipes collection for

“Would you use this system in your work?” # “Yes in some cases” or “yes, definitely”:

Castanet: 29/34 LDA: 0/18 Subsumption: 6/16 Baseline: 25/34

Average response to questions about quality (4 = “strongly agree”)

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Will Castanet Work on Tags? Class project by Simon King and Jeff Towle,

2004 1650 captions captured from mobile phones

“Blocks with Grandpa”, “Weezer” , “A veterans day tour of berkeley in front of south hall.”, “Bad photo”, “Kitchen”, “Jgj ”

Wanted to organize them. Use the CastaNet wordnet-based facet-

hierarchy creation algorithm by Stoica & Hearst, to appear at HLT-NAACL ’07 Had to first remove proper names

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Example Photos & Captions (King & Towle)

very scary x-mas tree Hp presentation

chasing a cat in the dark My cat

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instrumentality, (112) vehicle (26)

car (9) bike (8) vessel, watercraft (4)

mayflower (2) ferry (1) gig (1)

truck (3) airplane (2)

device (20) machine (7)

computer (4) laptop (1) sander (1)

container (16) vessel (7)

bottle (5) water_bottle (2) jug (1) pill_bottle (1)

bath (2) bowl (1)

can (2) backpack (1) bumper (1) empty (1) salt_shaker (1)

furniture, piece of furniture, article of furniture (12)

seat (8) bench (2) chair (2) couch (2) lounge (1)

bed (4) desk (1)

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Research Questions for Tags & Search

The role of interface on tag convergence There seems to be a big effect Would be really interesting to experiment with this Also, for facet grouping

Anchor text vs. tags? How are they the same; how do they differ?

How to get tag expertise? Right now, in many cases it is least-common-

denominator ESP-game

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What’s up with Tag Clouds?

What does a typical tag cloud look like?

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Definition

Tag Cloud: A visual representation of social tags, organized into paragraph-style layout, usually in alphabetical order, where the relative size and weight of the font for each tag corresponds to the relative frequency of its use.

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Definition

Tag Cloud: A visual representation of social

tags, organized into paragraph-style layout, usually in alphabetical order,

where the relative size and weight of the

font for each tag corresponds to the relative frequency of its use.

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flickr’s tag cloud

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del.icio.us

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del.icio.us

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blogs

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ma.gnolia.com

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NYTimes.com: tags from most frequent search terms

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IBM’s manyeyes project

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Amazon.com: Tag clouds on term frequenies

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Alternative: “Semantic” Layout Improving

Tag-Clouds as Visual Information Retrieval Interfaces, Yusef Hassan-Monteroa, 1 and Víctor Herrero-Solana, InSciT2006

Tags grouped by “similarity, based on clustering techniques and co-occurrence analysis”

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I was puzzled by the questions:

What are designers and authors’ intentions in creating or using tag clouds?

How do they expect their readers to use them?

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On the positive side:

Compact Draws the eye towards the most frequent

(important?) tags You get three dimensions simultaneously!

alphabetical order size indicating importance the tags themselves

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Weirdnesses

Initial encounters unencouraging Some reports from industry:

Is the computer broken? Is this a ransom note?

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Weirdnesses Violates principles of perceptual design

Longer words grab more attention than shorter Length of tag is conflated with its size

White space implies meaning when there is none intended Ascenders and descenders can also effect focus

Eye moves around erratically, no flow or guides for visual focus

Proximity does not hold meaning The paragraph-style layout makes it quite arbitrary which terms

are above, below, and otherwise near which other terms

Position within paragraph has saliency effects Visual comparisons difficult (see Tufte)

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Weirdnesses

Meaningful associations are lost Where are the

different country names in this tag clouds?

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Weirdnesses

Which operating systems are mentioned?

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Tag Cloud Study (1)

First part compared tag cloud layouts Independent Variables:

Tag size Tag proximity to a large font Tag quadrant position

Task: recall after a distractor task 13 participants; effects for size and

quadrant Second part compared tag clouds to

lists 11 participants Tested recognition (from a set of like

words) and impression formation Alphabetical lists were best for the

latter; no differences for the former

Getting our head in the clouds: Toward evaluation studies of tagclouds, Walkyria Rivadeneira Daniel M. Gruen Michael J. Muller David R. Millen, CHI 2007 note

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Tag Cloud Study (2)

62 participants did a selection task (find this country out of a list of 10

countries) Independent Variables:

Horizontal list Horizontal list, alphabetical Vertical list Vertical list, alphabetical Spatial tag cloud Spatial tag cloud, alphabetical

Order for non-alphabetical not described

Alphabetical fastest in all cases, lists faster than spatial

May have used poor clouds (some people couldn’t “see” larger font answers)

An Assessment of Tag Presentation Techniques; Martin Halvey, Mark Keane, poster at WWW 2007.

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A Justifying Claim

You get three dimensions simultaneously! alphabetical order size indicating importance the tags themselves

… but is this really a conscious design decision?

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Solution: Celebrity Interviews

I was really confused about tag clouds, so I decided to ask the people behind the puffs 15 interviews, conducted at foocamp’06

Several web 2.0 leaders

5 more interviews at Google and Berkeley

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A Surprise 7 interviewees DID NOT REALIZE that

alphabetical ordering is standard. 2 of these people were in charge of such sites but

had had others write the code

What was the answer given to “what order are tags shown in?” hadn’t thought about it don’t think about tag clouds that way random order ordered by semantic similarity

Suggests that perhaps people are too distracted by the layout to use the alphabetical ordering

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Suggested main purposes: To signal the presence of tags on the site

A good way to get the gist of the site

An inviting and fun way to get people interacting with the site

To show what kinds of information are on the site Some of these said they are good for navigation

Easy to implement

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Tag Clouds as Self-Descriptions

Several noted that a tag cloud showing one’s own tags can be evocative A good summary of what one is thinking and

reading about Useful for self-reflection Useful for showing others one’s thoughts

One example: comparing someone else’s tags to own’s one to see what you have in common, and what special interests differentiate you

Useful for tracking changes in friends’ lives Oh, a new girl’s name has gotten larger; he must have a

new girlfriend!

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Tag Clouds as showing “Trends” Several people used this term, that tag clouds

show trends in someone’s behavior Trends are usually patterns across time, which are

not inherently visible in tag clouds To note a trend using a tag cloud, one must

remember what was there at an earlier time, and what changed tracking the girls’ names example

This suggests a reason for the importance of the large tags – draws one’s attention to what is big now versus was used to be large.

Suggests also why it doesn’t matter that you can’t see small tags.

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New Perspective: Tag Clouds are Social!

It’s not about the “information”! Not surprising in retrospect; tagging is in

large part about the social aspect Seems to work mainly when the tags can be seen

by many Even better when items can be tagged by many

and seen by many

What does this mean though when tag clouds are applied to non-social information?

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Follow-up Study Informed by the interview results, we search for, read,

and coded web pages that mentioned tag clouds. Looked at about 140 discussions Developed 21 codes Looked at another 90 discussions

Used web queries: “tag clouds”, usability tag clouds, etc Sampled every 10th url

58% personal blogs 20% commercial blogs 10% commercial web pages rest from group blogs and discussion lists

Doesn’t tell us what people who don’t write about tag clouds think.

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The Role of Popularity Popularity in the sense that tag clouds (and tagging)

are trendy and popular. Some people liked the visualization, but their popularity

made them less appealing Famous post: “Tag clouds are the new mullets” Led to self-consciousness about liking them

Many complained about unaesthetic cloud designs Little consensus on if they are a fad or have staying power

Popularity also in the sense of the large font size for more popular tags Many people like the prominence of large tags, but several

commented on the tyranny of the popular

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The Role of Navigation

Opinions vary Many simply state they are useful for navigation,

but with no support for this claim Some claim the compactness makes navigation

easier than a vertical list Some object to the varying font size on

scannability Others object to the lack of organization Overall, there is no evidence either way that we

could find in the blog community

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Aesthetic Considerations

Disagreement on the aesthetic and emotional appeal, especially for lay users.

Those who like them find them fun and appealing

Those who don’t find them messy, strange, like a ransom note

Informal reports with first time users who are not in the Web 2.0 community are negative

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Trends again

As in the interviews, the benefit of “trends” was mentioned many times.

There is another sense of “trend” as “tendency or inclination,” and this might be what people mean.

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Summary of Stated Reasons for Tag Clouds

(Note: some refuted by studies)

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Tag Clouds as Social Information An emphasis that tag clouds are meant to show

human behavior. We found reports of people commenting on

other uses that were invalid because they did not reflect live user input: One blogger noted the incongruity of an online library

using keyword frequencies in a tag cloud rather than having it reflect patron’s usage of the collection.

An online community noticed one site’s cloud didn’t change over time and realized the sizes were decided by marketing. This was greated with derision.

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Implications

Assume tag clouds are meant to reflect human mental activity (individual or group)

Then what might seem design flaws from an information conveyance perspective may not be

A large part of the appeal is the fun and liveliness. The informality of the layout reflects the human

activity beneath it.

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Judith Donath, CACM 45(4), 2002

“Traditional data visualization focuses on making abstract numbers and relationships into concrete, spatialized images; the goal is to highlight important patterns while also representing the data accurately. This is a fine approach for social scientists studying the dynamics of online interactions. Yet for our purpose it is also important that the visualization evoke an appropriate intuitive response representing the feel of the conversation as well as depicting its dynamics”

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Judith Donath, CACM 45(4), 2002

“[O]ne argument for deliberately designing evocative visualizations for online social environments is the existing default textual interfaces are themselves evocative, they simply evoke an aura of business-like monotony rather than the lively social scene that actually exists.''

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Tag Cloud AlternativesProvided by Martin Wattenberg

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Conclusions

Social tagging is, in my view, a terrific way to get good content metadata.

I think automated techniques can do a lot to help clean them up and organize them.

They are an inherently social phenomenon, part of social media, which is a really exciting area.

The socialness of social media can yield surprises, like tag clouds.