Using taxonomies effectively in the organization v 2 0
This presentation is the property of its rightful owner.
Sponsored Links
1 / 32

Using Taxonomies Effectively in the Organization v. 2.0 PowerPoint PPT Presentation


  • 80 Views
  • Uploaded on
  • Presentation posted in: General

Using Taxonomies Effectively in the Organization v. 2.0. KnowledgeNets 2001 Vivian Bliss Microsoft Knowledge Network Group [email protected] Roadmap. What are taxonomies? Where do taxonomies fit? What are taxonomies good for? How do you build them? How do you use them?

Download Presentation

Using Taxonomies Effectively in the Organization v. 2.0

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Using taxonomies effectively in the organization v 2 0

Using Taxonomies Effectively in the Organization v. 2.0

KnowledgeNets 2001

Vivian Bliss

Microsoft Knowledge Network Group

[email protected]


Roadmap

Roadmap

  • What are taxonomies?

  • Where do taxonomies fit?

  • What are taxonomies good for?

  • How do you build them?

  • How do you use them?

  • Future directions

Using Taxonomies- Microsoft Knowledge Network Group


What are taxonomies

What are Taxonomies?

  • Taxonomy: a classification of elements within a domain

    • Domain: a sphere of knowledge, influence, or activity

    • Classification: the operation of grouping elements and establishing relationships between them (or the product of that operation)

    • Relationships: a defined linkage between two elements

    • Element: an object or concept

Using Taxonomies- Microsoft Knowledge Network Group


Where do taxonomies fit

Where do Taxonomies Fit?

Using Taxonomies- Microsoft Knowledge Network Group


What are taxonomies good for

What are Taxonomies Good For?

  • Taxonomies are applied to:

    • Items: (aka resources) individual pieces of information (documents, people, etc…)

  • By the use of:

    • Metadata: (aka properties, attributes) information describing types of data.

  • Which may or may not use values from a:

    • Vocabulary: selection of terms, classified or sorted

  • To create:

    • Content: an item and its associated metadata

Using Taxonomies- Microsoft Knowledge Network Group


How do you build taxonomies

How Do You Build Taxonomies?

  • Determine scope of project

    • Boundaries will determine resources needed

    • Breadth and depth are both important dimensions

  • Obtain resource commitments

    • Project will require both high and low level support

    • If cross-organizational, even more critical

Using Taxonomies- Microsoft Knowledge Network Group


First steps

First Steps

  • User needs survey to understand:

    • The content your users need to do their work

    • The ways your users access that conten

    • The context(s) in which your users function

  • Information audit to determine:

    • Where your existing content is

    • How that content is structured

    • Who is responsible for the content

Using Taxonomies- Microsoft Knowledge Network Group


Sample survey questions

Sample Survey Questions

MSWeb Redesign Information Goals/User Assessment Sheet:

1.        List the top five most important information services/or products under your area that you think most employees need to know about? What is the business impact of employees not being aware of this information?

2.        Are there additional services and/or information/products within your area that would benefit from increased exposure? Describe the potential business value from employees having a better awareness or understanding of this information.

3.        What types of content/information do you think is missing from MSWeb? Why is it important that this….

Using Taxonomies- Microsoft Knowledge Network Group


Sample tag audit

Sample Tag Audit

Using Taxonomies- Microsoft Knowledge Network Group


Next steps

Next Steps

  • Involve your users

    • Include key stakeholders in process

    • Validate direction with content owners and users

  • Decide on architectural approach

    • Dependent on purpose of project

    • Complexity will depend on needs

Using Taxonomies- Microsoft Knowledge Network Group


The process

The Process

  • Identify

  • business

  • needs

  • _______

  • User

  • needs

  • survey

  • Tag

  • audit

  • Content

  • audit

  • Define

  • needed

  • attributes

  • _______

  • Build

  • object

  • model

  • Create

  • flat list

  • Provide

  • mapping

  • schema?

  • Collect/

  • structure

  • terms

  • ________

  • Build

  • vocabs

  • Define

  • rules

  • Create

  • change

  • control

  • process

  • Tag

  • content

  • ________

  • Embed

  • vocab

  • access

  • in tools

  • Provide

  • guidelines

  • for use

  • Expose

  • Content

  • ________

  • Embed

  • tags in

  • interfaces

  • Segment

  • content by

  • attributes

  • Enable

  • thru

  • XML/XSL

Using Taxonomies- Microsoft Knowledge Network Group


How do you use taxonomies

How do You Use Taxonomies?

  • Classes of Taxonomies

    • Content focused/user focused

  • Global and local

    -------

  • Content creation- tagging

  • Site navigation- categories

  • Information retrieval- search

  • Personalization- delivery

Using Taxonomies- Microsoft Knowledge Network Group


Content creation

Content Creation

  • Tagging of documents, URLs, other items is critical for improved retrieval

  • Two examples:

    • MSWeb Best Bets database- catalog of URLs used in search and categories

    • News publishing tool- used for tagging external and internal news for portal display

Using Taxonomies- Microsoft Knowledge Network Group


Using taxonomies effectively in the organization v 2 0

Using Taxonomies- Microsoft Knowledge Network Group


Using taxonomies effectively in the organization v 2 0

Using Taxonomies- Microsoft Knowledge Network Group


Using taxonomies effectively in the organization v 2 0

Using Taxonomies- Microsoft Knowledge Network Group


Using taxonomies effectively in the organization v 2 0

Using Taxonomies- Microsoft Knowledge Network Group


Site navigation

Site Navigation

  • Much of a portal’s navigation centers around organization of information through categories

  • Categories can be considered a site-specific or local vocabulary, used to tag URLs

  • MSWeb uses taxonomy management tools for this purpose

Using Taxonomies- Microsoft Knowledge Network Group


Msweb categories

MSWeb Categories

Using Taxonomies- Microsoft Knowledge Network Group


Category subpage

Category subpage

Using Taxonomies- Microsoft Knowledge Network Group


Msweb search

MSWeb Search

Using Taxonomies- Microsoft Knowledge Network Group


Using taxonomies effectively in the organization v 2 0

Using Taxonomies- Microsoft Knowledge Network Group


Results

Key measure

Q4 99

Q1 00

Q2 00

Total number of registered sites

834

858

808

Average # Best Bets returned with 20 top search strings

3.6

2.75

4.35

Modal # BB with top 20

1

5

1

Median # BB with top 20

2.5

3

3

Percentage of all top search strings that return Best Bets

69%

85%

98%

Percentage of 50 top search strings that return BBs

82%

84%

98%

Percentage of 20 top search strings that return BBs

90%

80%

100%

Number of all top search strings returning 10 or more Best Bets

18

12

5

Number of top50 search strings returning 10 or more BB

6

10

5

Number of top 20 search strings returning 10 or more BB

3

6

4

Results

Using Taxonomies- Microsoft Knowledge Network Group


Using taxonomies effectively in the organization v 2 0

Using Taxonomies- Microsoft Knowledge Network Group


Future directions

Future directions

Additional groups inside the company leveraging taxonomies and processes for internal AND external use.

2nd generation taxonomy management tool being built

-translating terms into multiple languages

-sharp focus on relationships between terms allowing more creative query expansion both automatic and interactive

KNG responsible for managing global taxonomies, various groups responsible for their own local taxonomies with everyone using the same tool.

Continue investigating personalization.

Using Taxonomies- Microsoft Knowledge Network Group


Questions v 2 0

Questions? v. 2.0

Vivian Bliss

[email protected]

v. 1.0 KMWorld 2000 – Mike Crandall

Using Taxonomies- Microsoft Knowledge Network Group


Taxonomies in search

Taxonomies in Search

Using Taxonomies- Microsoft Knowledge Network Group


Key success factors

Key Success Factors

  • Define in terms of business value

    • authority, relevance, timeliness, impact

  • Include metrics to prove success

  • Balance between control and collaboration

  • Meet key stakeholder criteria on costs to build, costs to maintain

  • Take usability/user behavior seriously

  • Manage expectations all round

Using Taxonomies- Microsoft Knowledge Network Group


Challenges

Challenges

  • Finding common ground across multiple taxonomies or schemas with similar terms and different meanings

  • Overkill…building relationships where they aren’t practical given severe human resource constraints

  • Ensuring the ongoing integrity of the taxonomy

  • Acceptance by authors of tagging tools

  • Application across object types, storage devices, languages, context

  • Integration with legacy systems and external content

Using Taxonomies- Microsoft Knowledge Network Group


Conflicts in using taxonomies

Conflicts in Using Taxonomies

  • Flexibility versus stability

  • Costs versus resource commitments

  • Focus versus breadth of scope

  • Localization versus globalization

  • Speed versus thoroughness

Using Taxonomies- Microsoft Knowledge Network Group


Personalization

Personalization

  • The last step in linking content to people

  • Requires well tagged content, and the ability to capture a user profile

  • Current directions for MSWeb are to take advantage of Active Directory profiles, based on values pulled from common taxonomy

  • Still in beginning stages

Using Taxonomies- Microsoft Knowledge Network Group


  • Login