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Taxonomies of Knowledge: Building a Corporate Taxonomy

Taxonomies of Knowledge: Building a Corporate Taxonomy. Wendi Pohs, Iris Associates wendi_pohs@iris.com. Taxonomy A hierarchical collection of categories and documents Structure and content Category Name of a group of documents Thesaurus A synonym list. Definitions.

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Taxonomies of Knowledge: Building a Corporate Taxonomy

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  1. Taxonomies of Knowledge: Building a Corporate Taxonomy Wendi Pohs, Iris Associates wendi_pohs@iris.com

  2. Taxonomy • A hierarchical collection of categories and documents • Structure and content • Category • Name of a group of documents • Thesaurus • A synonym list Definitions

  3. Knowledge management, 5, 13, 21, 26 • taxonomy in, 11-13 Back-of-the-book index

  4. Search terms and phrases

  5. Manually created

  6. Clustering • Automatically generating groups of similar documents based on distance or proximity measures • Categorizing • Analyzing documents and assigning them to predefined categories Definitions

  7. Knowledge is in the eye of the beholder, but reflecting end user needs is as critical as representing texts....and it takes work! The Mantra

  8. Discovery: the serendipitous find • Navigation: browsing, relationships between categories • Analysis: previously unknown topics Benefits

  9. Reuse information • Improve information quality • Make new connections • Identify affinities • Enhance full text search Benefits

  10. Determine user information needs • Create initial taxonomy • Edit, rename categories • Create affinities • Categorize new documents • Test the UI • Train the taxonomy High Level Process

  11. Audit information needs • Audit content • Is there an existing taxonomy? • How clean is the meta-data? • Look for existing descriptive fields • Select sources • Map to an existing business process • Get functional buy-in • Be format-agnostic, but look for lots of text Determine end user needs

  12. Rules • Coverage: wide or deep • Number of levels • Categories per document • Documents per category • Manual versus automatic Create initial taxonomy

  13. Editing process • Scan the entire taxonomy • Spot-check the documents in the categories • Focus on unique terms in the labels and assign new names as you go • Move documents to appropriate categories when necessary • Merge and delete redundant categories • Term approval process Edit, rename categories

  14. Manual or automatic? • Authors, content experts, or editors? • Legacy applications? Categorize documents

  15. Test with users • Use their UI • Can users find what they need? • Any missing categories? • Do the groups of documents make sense? • Do the categories complement full-text search? Test

  16. Set appropriate expectations • Control the organization of information • Trust the system • Human intervention vs impartiality • Legacy controlled vocabularies • Tight integration with IT/Admin Issues

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