Jump-start Your Taxonomy Project - Synaptica LLC · 2018-01-03 · Linked Open Data Taxonomy Sources Jump-start your taxonomy project Trusted authorities Many different subject domains

©2017Synaptica,LLC www.synaptica.com

Jump-start Your Taxonomy Project

Dave ClarkeCEO Synaptica

@synaptica

TaxonomyBootcampLondon2017 #tbcl17


Jump-start Topics

3 things to help jump-start a taxonomy project

1. Know How• Management & stakeholder buy-in• Industry standards• Take an audit of your existing content & systems• Whiteboard your knowledge domain• Adopt & adapt ontologies• Design your taxonomy scheme(s)

2. Starter Taxonomies• Leveraging Linked Open Data resources• Licensing third-party taxonomies

3. Taxonomy Management Tools• Use a taxonomy management tool• Share work-in-progress with stakeholders often25MinuteSession


Number 1 - KNOW HOW• Management & stakeholder buy-in• Industry standards• Audit existing content & systems• Whiteboard your knowledge domain• Adopt & adapt ontologies• Design your taxonomy scheme(s)


Ahren LehnertSenior Manager Text Analytics, Synaptica

“Whatistheplotofmystory?” Youneedagoodstorytoselltaxonomytouppermanagement,communicatethevalueandtheeverydayusetoyourendusers,andtopresentyourprojectinanice,compact,elevatorpitchcleartoalllevelsandrolesin

theorganization.”

REACH OUT TO THE LIBRARY AND INFO PRO MARKET

9 | COMBINED MEDIA KIT 2017 INFORMATION TODAY • COMPUTERS IN LIBRARIES • ONLINE SEARCHER

ONLINE SEARCHER EDITORIAL CALENDAR 2017Information Discovery, Technology, Strategies

Jan/Feb › International Policies › Digital Humanities › Talking Among Ourselves › Bonus conference distribution: American Library Association Midwinter (ALA)

Mar/Apr › Open Source Solutions › Scholarly Digital Social Sciences › Financing the Stone › Bonus conference distribution: Computers in Libraries ’17 (CIL),

Association of College & Research Libraries (ACRL)

May/Jun › Big Data and Library Research › Public Health › Toy Story › Bonus conference distribution: Data Summit, Special Libraries

Association (SLA), American Library Association Annual (ALA), Medical Library Association (MLA), Association of Independent Information Professionals (AIIP)

Jul/Aug › Getting GLAMerous › Legal Limits › Text and Data Mining › Bonus conference distribution: American Association of Law Libraries

(AALL)

Sep/Oct › Artistically Searching › Taking an Analytical Approach › Dealing Libraries a Data Hand › Bonus conference distribution: WebSearch University, Internet

Librarian International, Internet Librarian, and Charleston Conference on Collection and Development

Nov/Dec › Search Goes Back to the Future › Taming Taxonomy Terrors › Global Perspectives › Bonus Conference Distribution: KMWorld, Enterprise Search and Discovery

Editorial content focuses on subjects of topical interest to librarians and other information professionals:› Science & Technology› Business & Finance› Medical & Pharmaceutical› Social Sciences & Humanities› News & Current Awareness› Legal, Tax, Regulatory, & Intellectual Property› Competitive Intelligence › Usability

In every issue:› Information Literacy› Internet Technologies› Open Access, Open Source› Business Research› Conference Coverage› Information Industry News› Library Website Design› Book Reviews

Contact David Panara • Advertising Sales Director • (609) 654-6266 ext. 146 • (609) 257-0112 • fax [email protected]

Management Buy-In


• Segmentallpotentialusergroupsandtalktothem

• Describetheirneedsandhowtheywillusethetaxonomy

• Documentthesystemstheywillbeusingandtheuserexperiencetheywillneed

Stakeholder Buy-In


https://www.iso.org/standard/53657.html www.niso.org/standards/resources/Z39-19.html

TheBible AnOlderTestament

Lexicographicstandards Semanticwebdatastandards

https://www.w3.org/TR/2009/REC-skos-reference-20090818/

SKOS

Industry Standards


KMKnowledgeAudits&Mapping

What comes before taxonomy – knowledge audits


[email protected] ourdiscoveryquestionnaire

WhyAuditExistingSystems?Because…

“Whenyouautomaticallyormanuallyselectmetadatatoclassify yourcontent,itcomesfromthetaxonomy.Whenyoutypeintoyoursearch boxandtherearetype-ahead suggestions,they comefromyourtaxonomy.Whenyoulookattheglobalnavigation,thevaluescomefromthetaxonomy.Whenyouapplytextanalyticstocontenttodeterminewhatitisaboutortoclusteritemsbytopic,classificationtermscomefromthetaxonomyandextractedconceptsgobackintothetaxonomy.”

Ahren Lehnert,fromtamingTaxonomyTerrorsinInfoToday’sOnlineSearcher

Systems audits


UserGroups NeedsTaxonomycurators Import &adopt

Build&maintainHumanindexingguidelinesMachineindexingrulesWorkflow&governancePublicationcycles&versioncontrol

Contentcurators SME&stakeholderreviewContentnavigation

Human&machine-aidedindexers

Search&browseAccessguidelines& rulesSubmitcandidates

Search&discovery ResolveambiguousconceptsMap userquerylanguagetoindexinglanguage&Submitcandidates

qHumantaggingbycontentauthors

qHumanindexingbyprofessionalindexers

qMachine-aidedindexingsystems

qCatonomydevelopersqFacetedend-usernavigationinterface

qSearch&query-refinement

What comes after taxonomy – indexing and categorization


Withdrawn

Published

Quality Control

Work in Progress

Candidate Unapproved Deleted

Approved Deleted

Published

Withdrawn Deactivated

“Taxonomygovernancecomprisesthepolicies,procedures,anddocumentationfortheongoingmanagementanduseoftaxonomy.…theexistenceoftaxonomyisitselfaformofgovernance.”

HeatherHedden– AccidentalTaxonomisthttp://accidental-taxonomist.blogspot.co.uk/2013/12/taxonomy-governance.html

Workflow and governance


2. Describethebusinessprocessesandfunctions thataninformationsystemneedstosupport

3. Choosetheformaldatamodelssuitedtotheinformation,processes,databasesandITsystemstobesupported

Getting Started with Domain Models and Process Models

1. Describethetypes ofreal-worldobjects andabstractideas thataninformationsystemneedstoreference

People

SubjectsPlaces

Literature

ISO25964


Diagram the Entities, Attributes and Relationships

Descriptiveinformationaboutreal-worldobjectsandabstractideascomprisesthreegenericcomponents:

Entities(ovals)

Uniquethingsandideas

Attributes(boxes)

Descriptivepropertiesofentities

Relationships(arrows)

Connectionsbetweenentities

The Tragedy of Macbeth

(LiteraryWorksScheme)

William Shakespeare(PersonNames

Scheme)

Stratford upon Avon

(GeospatialNamesScheme)

Ambition (Overreaching)

(SubjectThesaurus)

has Birth Place

April23rd1564

Birth Date

Creator of

Ambitionandtheconsequencesthatfollowwhenambitionoverstepsmoralboundaries.

Scope Note

IsAbout

52.1900°

Latitude

1.7100°

Longitude

1599- 1606

Written


Multiple KOS Schemes

Concept Schemes collections of like things(i.e. with common set of attributes)

Entities [ovals]uniquely named things and concepts (non-preferred terms redirect to preferred terms)

Attributes [rectangles]properties of things with literal values

Relationships [arrows]named directed relationships between entities

Subjects Scheme

Literary Works Scheme

Person Names Scheme

Place Names Scheme

separate concept schemes are used to represent collections of like-things

in addition to intra-scheme relationships a multi-scheme KOS may supportinter-scheme relationships that make factual assertions about the properties of

an entity in relation to entities in other schemes – if formally defined this becomes an ontology

The Tragedy of Macbeth

William Shakespeare

Stratford upon Avon

Ambition (Overreaching)

April23rd1564

BirthDate

Author Of

Ambitionandtheconsequencesthatfollowwhenambitionoverstepsmoralboundaries.

ScopeNoteIs About

52.1900°Latitude

1.7100°Longitude

1599- 1606

Written

TheScottishPlay

Use

Birth Place


Worked Example – From Data Model to KOS in 30 Minutes

• ConfigurefourKOSschemesforstoringthefourfundamentallydifferenttypesofthing(People,Places,WorksandSubjects)

• Foreachschemeconfigurepropertyfieldstostoretheattributesabouteachthing(BirthDate,Latitude,Longitude,etc.)

• Configuresemanticrelationshiptypes tosupporttherelationshipsbetweenthings(CreatorOf,hasBirthPlace,etc.)

Timetoconfigureentiredatamodelwithmultipleschemes,propertiesandattributes- lessthan30minutes…


Number 2 - STARTER TAXONOMIES• Leveraging Linked Open Data resources• Licensing third-party taxonomies


Build Buy

Newmantrafortaxonomyprojects:

ADOPT first

ADAPT second

CREATE third


When do third-party taxonomies work well

üû

Corporate&EnterpriseTaxonomies

STEMs:Science,Technology,Engineering&Mathematics

HCLS:HealthCare&LifeSciencesCulturalHeritageNewsMediaGeospatial

PersonNames

Products&ServicesCommodities

FinanceLegal&Regulatory


Linked Open Data Taxonomy Sources

Jump-startyourtaxonomyproject

Trustedauthorities

Manydifferentsubjectdomains

Millionsofconcepts

Manysourcesinthepublicdomain

Standardelectronicformat

Livequeryand/ordownload


Online Directories of Taxonomies

http://www.taxonomywarehouse.com http://www.bartoc.org


http://www.taxonomywarehouse.com/details.aspx?vunid=89115

• 115,000concepts• Professionalstandards-compliantthesaurus

• Arts,Sciences&Businessdomains• Availableasmasterthesaurus• Orin69topicalsubsets• [email protected]

Commercial Example 1: Gale-Cengage Taxonomies


https://www.ap.org/en-us/services/planning-and-media-tools/metadata-services

• 200,000concepts• Professionalstandards-compliantthesaurus

• News-relatedtopics,PeopleandOrganizationandGeospatialNames

• DemosavailablefromSynaptica• LicensingavailablefromAPatthelinkbelow

Commercial Example 2: Associated Press Taxonomies


Number 3 - TOOLS• Use a taxonomy management tool• Share work in progress with stakeholders often


✔ Theyenforcelexicographicstandardspreventingmanycommoneditorialerrorsandensuringsemanticintegrity

✔ Theysupportdataexchangestandardsthatfacilitatedataexchangeandsystemsinteroperability

✔ Theyallowtaxonomyteamstocollaboratetogetherthroughrole-basedpermissions,governanceandworkflow

✔ Theyenabletaxonomiststosharework-in-progresswithotherstakeholders securingbuy-inthroughoutthedevelopmentprocess

Why use a taxonomy management tool


Jim SweeneySenior Manager Taxonomy & Ontology, Synaptica

“Graphitepresentsanallnewgraphicaluserexperiencethatmakestaxonomyeditingchild's-play,whilealsopackinginpowerfulontologymanagementtoolsthatcansupportthemostsophisticatedknowledge

organisationsystems.”

Example tool: Graphite – you saw it first at TBCL17


Drag-and-dropwithinthetreestructuretocreateandadjusthierarchicalstructures


Drag-and-dropintotheSKOSNarrowerpaneltocreateanewhierarchicalrelationship


Drag-and-dropintotheSKOSRelated paneltocreateanewassociativerelationship


Beyond SimpleKOS – working with Ontologies and classes


Involving Stakeholders with Granualar Project Views


OntologyClasses supportKnowledgeOrganizationsSystemsthatcontainresourcetypeswithdifferentProperties suchastaxonomyConcepts andpublishedResources

Beyond SimpleKOS – building Ontologies and classes


Allprizesarecompletelyfree-of-chargecloud-hostedGraphitesystemswithfulltechsupport:

1st Prize:Oneyearsystem2nd Prize:Sixmonthsystem3rd Prize:ThreemonthsystemCompetitionstartsnowandclosesattheendofTBCL- 17:00onOctober18th.

#tbcl17 #SynapticaGraphite Competition

PrizeswillbeawardedbytheSynapticateamandannouncedonThursdayOctober19th

theywillbebasedonourjudgmentofmostprofound,enthusiasticorwittyanswers.

Toenterjustreplytoorre-tweetthispostandtelluswhyyoulovetaxonomy

Jump-start Your Taxonomy Project - Synaptica LLC · 2018-01-03 · Linked Open Data Taxonomy Sources Jump-start your taxonomy project Trusted authorities Many different subject domains

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