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Monday, September 19, 11
Taxonomy:
                                  WTF is it,
                           and why should we care?


Monday, September 19, 11
Taxonomy
             tax·on·o·my [tak-son-uh-mee]
             noun, plural tax·on·o·mies.
                   1. The science or technique of classification.
                   2. A classification into ordered categories: a proposed
                   taxonomy of educational objectives.
                   3. Biology - The science dealing with the description,
                   identification, naming, and classification of organisms.




Monday, September 19, 11
Taxonomy
               On the web:
               A hierarchical arrangement of categories
               within the user interface of a web site or
               intranet.



                                  Information Architecture for the World Wide Web, 3rd Edition,
                                                                 Peter Morville/Louis Rosenfeld



Monday, September 19, 11
Great.

                           Who cares?


Monday, September 19, 11
Language is imprecise;
                             meaning is vague.



     There is a constant need to harmonize.



Monday, September 19, 11
Language is imprecise;
                             meaning is vague.

                                  Paris



Monday, September 19, 11
Language is imprecise;
                             meaning is vague.

                                  Paris



Monday, September 19, 11
Language is imprecise;
                             meaning is vague.

                                  Paris
                                    or



Monday, September 19, 11
Language is imprecise;
                             meaning is vague.




Monday, September 19, 11
Language is imprecise;
                             meaning is vague.
                                 Northeast United States




Monday, September 19, 11
Language is imprecise;
                             meaning is vague.
                                 Northeast United States
                                      New England




Monday, September 19, 11
Language is imprecise;
                             meaning is vague.
                                 Northeast United States
                                      New England
                                   Maine, Vermont, etc.



Monday, September 19, 11
The solution:
                           A standardized, common
                                  vocabulary.

                              A taxonomy.
Monday, September 19, 11
Awesome Reason #1
                              Consistency




Monday, September 19, 11
Consistent Terms

                           One person’s automobile




Monday, September 19, 11
Consistent Terms

                            One person’s automobile
                           is another person’s vehicle




Monday, September 19, 11
Consistent Terms

                            One person’s automobile
                           is another person’s vehicle
                              is another person’s car.



Monday, September 19, 11
Consistent Terms

             One person’s automobile
     is another person’s vehicle automobile
        is another person’s car automobile.



Monday, September 19, 11
Organizational Change

                      One department’s automobile




Monday, September 19, 11
Organizational Change

                   One department’s automobile
                             becomes
                  every department’s automobile.



Monday, September 19, 11
Thesaurus

                           One person’s automobile




Monday, September 19, 11
Thesaurus

                           One person’s automobile
                              can mean vehicle




Monday, September 19, 11
Thesaurus

                           One person’s automobile
                              can mean vehicle
                             which can mean car.



Monday, September 19, 11
Thesaurus

                           One person’s automobile
                              can mean vehicle
                             which can mean car.
          BUT: we define the standard term as
                     automobile.

Monday, September 19, 11
Thesaurus




Monday, September 19, 11
Awesome Reason #2
                           Improved Findability




Monday, September 19, 11
Awesome Reason #3
                             Better Efficiency




Monday, September 19, 11
Content Reuse
                             Streamline process
                             Simplify updating
                           Provide greater control




Monday, September 19, 11
Taxonomy and a Small Site?
                           Taxonomy will be smaller/more obvious
                                  Easier to keep track of




Monday, September 19, 11
Taxonomy and Social Media?
                                 Tracking common terms
                            Using common terms - Style Guide




Monday, September 19, 11
The Most Basic Taxonomy Methodology
       Ever Created In the History of Earth




Monday, September 19, 11
Step One:
                           Create Terms




Monday, September 19, 11
The basic building blocks of a taxonomy
                   are terms.




Monday, September 19, 11
Terms come from everywhere:
    Titles and headings            Web navigation menus
     Section headings                Table of contents
   Abstracts or summaries             Directory listings
       Image captions                Existing metadata
                                     User search terms

                                   The Accidental Taxonomist, Heather Hedden




Monday, September 19, 11
Step Two:
                           Choose a Preferred Term




Monday, September 19, 11
Taxonomy thesauri are FANTASTIC.

                           But what is the official term?




Monday, September 19, 11
1. What will people look up?




Monday, September 19, 11
1. What will people look up?


                                                  Example:
                                       When people go to a camera site,
                                             do users search for:
                                         “Point and shoot camera” or
                                             “Compact camera?”




Monday, September 19, 11
1. What will people look up?
                2. What term is industry standard?




Monday, September 19, 11
1. What will people look up?
                2. What term is industry standard?

                                                     Example:
                                      For a scientific site, do scientists use
                                      scientific name: (“Canis lupus lupus”)
                                                          or
                                        common name: (“Eurasian wolf”)




Monday, September 19, 11
1. What will people look up?
                2. What term is industry standard?
         3. What term matches a current style?




Monday, September 19, 11
1. What will people look up?
                2. What term is industry standard?
         3. What term matches a current style?
            Formal:                              Casual:
           physician                              doctor
           attorney                               lawyer
    law enforcement officer                    police officer


Monday, September 19, 11
Step Three:
                           Categorize Terms




Monday, September 19, 11
Categorization depends on user needs.




Monday, September 19, 11
Example:
           Will people look under “venue”
       or will they look under “product type?”




Monday, September 19, 11
Example:
           Will people look under “venue”
       or will they look under “product type?”

                           ANSWER: BOTH


Monday, September 19, 11
Then what?




Monday, September 19, 11
The Hard Parts:
                           1. Implementation




Monday, September 19, 11
The Hard Parts:
                              1. Implementation
                           2. Organizational Change



Monday, September 19, 11
FIN




Monday, September 19, 11

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"An Introduction to Taxonomy" - Sioux Falls Content Strategy Meetup Sept. 2011

  • 2. Taxonomy: WTF is it, and why should we care? Monday, September 19, 11
  • 3. Taxonomy tax·on·o·my [tak-son-uh-mee] noun, plural tax·on·o·mies. 1. The science or technique of classification. 2. A classification into ordered categories: a proposed taxonomy of educational objectives. 3. Biology - The science dealing with the description, identification, naming, and classification of organisms. Monday, September 19, 11
  • 4. Taxonomy On the web: A hierarchical arrangement of categories within the user interface of a web site or intranet. Information Architecture for the World Wide Web, 3rd Edition, Peter Morville/Louis Rosenfeld Monday, September 19, 11
  • 5. Great. Who cares? Monday, September 19, 11
  • 6. Language is imprecise; meaning is vague. There is a constant need to harmonize. Monday, September 19, 11
  • 7. Language is imprecise; meaning is vague. Paris Monday, September 19, 11
  • 8. Language is imprecise; meaning is vague. Paris Monday, September 19, 11
  • 9. Language is imprecise; meaning is vague. Paris or Monday, September 19, 11
  • 10. Language is imprecise; meaning is vague. Monday, September 19, 11
  • 11. Language is imprecise; meaning is vague. Northeast United States Monday, September 19, 11
  • 12. Language is imprecise; meaning is vague. Northeast United States New England Monday, September 19, 11
  • 13. Language is imprecise; meaning is vague. Northeast United States New England Maine, Vermont, etc. Monday, September 19, 11
  • 14. The solution: A standardized, common vocabulary. A taxonomy. Monday, September 19, 11
  • 15. Awesome Reason #1 Consistency Monday, September 19, 11
  • 16. Consistent Terms One person’s automobile Monday, September 19, 11
  • 17. Consistent Terms One person’s automobile is another person’s vehicle Monday, September 19, 11
  • 18. Consistent Terms One person’s automobile is another person’s vehicle is another person’s car. Monday, September 19, 11
  • 19. Consistent Terms One person’s automobile is another person’s vehicle automobile is another person’s car automobile. Monday, September 19, 11
  • 20. Organizational Change One department’s automobile Monday, September 19, 11
  • 21. Organizational Change One department’s automobile becomes every department’s automobile. Monday, September 19, 11
  • 22. Thesaurus One person’s automobile Monday, September 19, 11
  • 23. Thesaurus One person’s automobile can mean vehicle Monday, September 19, 11
  • 24. Thesaurus One person’s automobile can mean vehicle which can mean car. Monday, September 19, 11
  • 25. Thesaurus One person’s automobile can mean vehicle which can mean car. BUT: we define the standard term as automobile. Monday, September 19, 11
  • 27. Awesome Reason #2 Improved Findability Monday, September 19, 11
  • 28. Awesome Reason #3 Better Efficiency Monday, September 19, 11
  • 29. Content Reuse Streamline process Simplify updating Provide greater control Monday, September 19, 11
  • 30. Taxonomy and a Small Site? Taxonomy will be smaller/more obvious Easier to keep track of Monday, September 19, 11
  • 31. Taxonomy and Social Media? Tracking common terms Using common terms - Style Guide Monday, September 19, 11
  • 32. The Most Basic Taxonomy Methodology Ever Created In the History of Earth Monday, September 19, 11
  • 33. Step One: Create Terms Monday, September 19, 11
  • 34. The basic building blocks of a taxonomy are terms. Monday, September 19, 11
  • 35. Terms come from everywhere: Titles and headings Web navigation menus Section headings Table of contents Abstracts or summaries Directory listings Image captions Existing metadata User search terms The Accidental Taxonomist, Heather Hedden Monday, September 19, 11
  • 36. Step Two: Choose a Preferred Term Monday, September 19, 11
  • 37. Taxonomy thesauri are FANTASTIC. But what is the official term? Monday, September 19, 11
  • 38. 1. What will people look up? Monday, September 19, 11
  • 39. 1. What will people look up? Example: When people go to a camera site, do users search for: “Point and shoot camera” or “Compact camera?” Monday, September 19, 11
  • 40. 1. What will people look up? 2. What term is industry standard? Monday, September 19, 11
  • 41. 1. What will people look up? 2. What term is industry standard? Example: For a scientific site, do scientists use scientific name: (“Canis lupus lupus”) or common name: (“Eurasian wolf”) Monday, September 19, 11
  • 42. 1. What will people look up? 2. What term is industry standard? 3. What term matches a current style? Monday, September 19, 11
  • 43. 1. What will people look up? 2. What term is industry standard? 3. What term matches a current style? Formal: Casual: physician doctor attorney lawyer law enforcement officer police officer Monday, September 19, 11
  • 44. Step Three: Categorize Terms Monday, September 19, 11
  • 45. Categorization depends on user needs. Monday, September 19, 11
  • 46. Example: Will people look under “venue” or will they look under “product type?” Monday, September 19, 11
  • 47. Example: Will people look under “venue” or will they look under “product type?” ANSWER: BOTH Monday, September 19, 11
  • 49. The Hard Parts: 1. Implementation Monday, September 19, 11
  • 50. The Hard Parts: 1. Implementation 2. Organizational Change Monday, September 19, 11

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