1 Making the Most of CVs Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Terms: Related Terms: Making the Most of Controlled Vocabularies in Search Interfaces ASIS&T IA Summit 2005 Montreal March 7, 2005 presented by Chris Farnum Information Architect
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Making the Most of CVs Ontology Scope Note: Branch of philosophy that deals with being Branch of philosophy that deals with being Broader Term: Metaphysic.
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Making the Most of Controlled Vocabularies in Search Interfaces
ASIS&T IA Summit 2005
Montreal
March 7, 2005
presented byChris Farnum
Information Architect
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Outline
Goal – share techniques for making controlled vocabularies, indexing, and metadata accessible to searchers
• Intro/Background• “More like this”• Browsing Controlled Vocabularies• Field Indexes• Thesauri• Search term suggestions
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Introductions
Chris Farnum
• Information Architect and Usability Design Product Manager, ProQuest
• previously worked with Argus Associates and Compuware
• 7+ years IA experience• LIS background – U. Mich. SILS• 5 years library public service
Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
ProQuest Search Redesign<< Before
After >>
Background
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Background
Rich Metadata Available(ABI/INFORM Global and others)• Subject• Company• Person• Location• Classification Codes• NAICS/SIC• Document Type• and more…
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Background
Guiding principles:• Find multiple ways to leverage metadata,
especially facets.• Place opportunities to use and learn about
metadata in the path of the user’s workflow but don’t require people to use them.
• Balance needs of expert and novice searchers.
• Make search tools context sensitive, so they appear when/where they are useful.
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
#1 “More like this…”
Enable the “berry picking” strategy advocated by librarians.
• Let users see the metadata!• Hyperlink terms for sideways
searching.• Allow users to combine terms and
launch a search from the document level.
Ovid – Wilson Business Abstracts
bibliographic metadata
faceted classification indexing
to combine terms…
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Best Practices
• “More like this” enables bottom up searching
• Multiple ways to implement “more like this”• User chooses facets/terms• Fully automatic
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
#2 Browsing Controlled Vocabularies
An alternative to searching.
Not all users are search-dominant.• Complements searching• Browsing is better for some tasks
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Browsing in ProQuest
• A separate area in the IA especially for browsing.
index term associations (co-occuring terms)• Browsing within special content collections
(publications)
Editorially created taxonomy
Look up index terms
restrict to facets
narrow by co-occurring terms
to results
breadcrumb navigation
Location
Category
Channel
Facetted drill-down is data-driven, but functions as a taxonomy.
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Best Practices
• Offer novices assistance exploring and narrowing topics.
• Include a separate/alternate area for user who prefer browsing. Not everyone is search-dominant.
• Support data-driven facetted browsing when possible – very flexible and always up to date.
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
#3 Field Indexes
Field indexes can be tools for helping users build queries.
• Enable users to find valid terms to use for searching specific fields.
• Assist users who don’t know your search engine’s syntax.
• Can be data-driven or based on static lists.
OCLC FirstSearch
browseable indexes / pop-ups
abrasiv
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Best Practices
• Make it simple - the look-up process and the steps to add terms to a search.
• Make tools optional but accessible.• Types of tools
Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
#4 Thesauri
Got a thesaurus? Incorporate it into the search interface.
• Thesauri make can useful tools for building searches.
• Allow users to explore related terms and find approved terms.
• Experts will appreciate it, novice searchers can learn from it.
PubMed
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Best Practices
• Primary user audience should determine how prominent the thesaurus and the complexity of its structure appears.
• Ways to incorporate:• Tool that assists in building a query.• Separate search mode.• Behind the scenes – for example, the search
engine automatically searches on synonyms
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
#5 Search Term SuggestionsEnable narrowing and browsing within
the context of search.• The majority of searches entered by
users are 1 or 2 keywords.• No separate starting point required -
users begin with the search box.• Helps focus keyword queries by
suggesting better/alternate terms and categories.
• Integrates searching and browsing.
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
ProQuest Smart Search
Database / context sensitive – it’s aware of the database or combination of databases currently active
Step 1 - Suggestions based on the user’s query:• topic terms (subjects, companies, people,
locations) or pairs of terms AND-ed together
• PublicationsStep 2 – Narrow as in topic guide with results
visible.
1st results screen – suggestions
Null results - suggestions
2nd screen – narrowing using co-occurring index terms
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
ProQuest Smart Search
How it works: • Several methods used to analyze and match
keywords with index terms.• Exact matches• Accounts for synonym relationships• Co-occurrences with keywords and other index
terms• Associations with full text keywords in
documents viewed/printed• Editorially created associations
• Suggests paired combinations of terms if more than one keyword is entered.
• Suggests publications that are exact keyword matches and those with high numbers of matching index terms.
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Best Practices
• Decide whether you are narrowing within the results set or making suggestions from across the while database.
• Integrate suggestions into the results screen.
• Include breadcrumbs.
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Final Thoughts
• Use these models as inspiration, not a template.
• Choose and adapt them to your audience’s needs.
• If you are investing in rich controlled vocabularies, these strategies can help to make the fruits of your labors more visible.
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Live Demo (as time allows)A tour of ProQuest’s search UI and controlled
vocabs.
ProQuest (authentication required)
Let’s play stump Smart Search!
Got a favorite search to try?
For those playing at home, see the online promo for Smart Search:
Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Special thanks to…
Information Architecture for the World Wide Web 2nd Ed. (Lou Rosenfeld and Peter Morville)
Dan Hepp, John Law, and Hania Kutcher for their keys roles in designing the Smart Search technology the ProQuest user interface.
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Ontology Ontology Scope Note: Scope Note: Branch of Branch of philosophy philosophy that deals that deals with being with being Broader Term: Broader Term: Metaphysics Metaphysics Philosophy Philosophy Theology Theology Related Related Terms: Terms: SoulSoul
Contact
Chris FarnumInformation ArchitectProQuest Information and LearningAnn Arbor, MI