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The structure of taxonomies:
Facets and hierarchy
Dagobert Soergel
College of Information Studies
University of Maryland
Objectives
• Understand the full range of functions served by taxonomies.
• Understand the principles of meaningful conceptual structure.
• Be able to apply these principles to develop a meaningful structure of a domain.
Method
• Present many examples from which attendees can construct their own understanding.
• Example slides are meant to be read by the audience.
• Ask questions.
Outline
Functions of taxonomies in business
Facets: Aspects of meaning
Hierarchy: Packaging & interlinking of meaning
Definitions: Clarification of meaning
Concept analysis and synthesis exercise and examples
Conclusion
Functions of taxonomies in business
Design for multiple functions
to maximize return on investment
Functions of taxonomies in business 1
Support intellectual work in the organization
• Support learning in training applications
• Help decision makers to sort out the dimensions of a problem
• Support shared conceptual models in collaborative work
• Help authors to write well-structured documents
Functions of taxonomies in business 2
Support information organization and search
• Organize intranets for query-based retrieval and browsing
• Support user-centered indexing
• Support query formulation, elicit user needs(applies equally to controlled-vocabulary and free-test search)
• Support organized display of retrieval results
• Support search for external information
• Organize data dictionaries
User-centered indexing 1
Also called request- or problem-oriented indexing
Principles• Construct a taxonomy based on user queries and interests.
• Thus provide a conceptual framework that organizes user interests and communicates them to indexers.
• Index materials from users' perspective: Add need-based retrieval clues beyond those available in the document.
• Increase probability that needed retrieval clues are available.
• Indexing = judging relevance against user concepts. Relevance rather than aboutness
Request-oriented index terms
Competitors’ technologies
Technological developments that might put us out of business
Ideas for improving our products
New uses for our products
Request-oriented index terms
Sample user concepts for indexing images
Good scientific illustration
Useful for advertising brochure
Useful for newspaper ad
Useful for banner ad
Cover page quality
User-centered indexing 2
Implementation
• Index language as checklist
• Knowledgeable indexers
• Expert system using syntactic and semantic analysis and inference
• Statistically-based classifiers trained on examples
Taxonomies for meaning
Taxonomies must convey meaning
• to help learners assimilate information
• to help decision makers to see all dimensions of a problem
• to help indexers consider all important aspects
• to help users analyze the query topic
• to help users process search results
Facets:Aspects of meaning
Facets for definingnon-profit service options
1 Population served/affected
2 Location
3 Type of need addressed / area or type of service
4 How we address the need
5 Funding model
6 Other service characteristics
These facets can be applied to any type of product marketing
Facets for definingservice options
1 Population served/affected
1.1 By economic status
1.2 By ethnicity
1.3 By age
1.4 . . .
Facets for service options3 Type of need addressed / area or type of service3.1 Pre-natal care3.2 Comprehensive services for 0 - 33.3 Preschool3.3.1 Preschool for 3s3.3.2 Preschool for 4-53.4 Follow-up assistance with school3.5 Adult education3.5.1 Parenting education, general life skills3.5.2 ESL3.5.3 GED3.6 Social services3.7 Job services3.7.1 Job training – what careers?3.7.2 Job placement3.8 Health services3.9 Parent association, community empowerment
Facets for service options
The scheme presented can be used for
• systematic analysis of a service or marketing problem
• problem-centered organization and retrieval of information
Dimensions for business processes
• What?
• How?
• Who?
Facets to describe businesses
application contexts of business knowledge
. branches of industry and trade
. . primary industries (agriculture, mining, chemical, etc.)
. . secondary industries (banking, insurance, wholesale, etc.)
. type of business or organization (a group of facets)
. . public versus private corporation
. . publicly versus privately held corporation
. . profit vs. not-for-profit corporation
. . large versus small corporation
. . corporation by geographical scope
. traditional versus electronic business activityCopyright © 2002 President and Fellows of Harvard College
Facets to describe businesses
application contexts of business knowledge
. traditional versus electronic business activity
. . traditional business activityST physical business activity
. . electronic combined with traditional business activityST click-and-mortar business
. . electronic business activityST virtual businessST ebusiness
. . . ecommerceST electronic commerce
Copyright © 2002 President and Fellows of Harvard College
Semantic factoringThe elemental concepts listed in each facetcan be combined into compound concepts, such as
agriculture bank
e-bank
small private agriculture bank
agriculture insurance
chemical bank
etc.
Conversely, compound concepts can be semantic factored into their elemental constituents.
A small number of elemental concepts can be used as building blocks to build many compound concepts.
Facet principles
• A facet groups concepts that fall under the same aspect or feature in the definition of more complex concepts; it groups all concepts that can be answers to a given question. : Each facet is a slot in a frame, e.g., a type of business frame; a facet groups all concepts that can serve as fillers in one slot.
• Using elemental concepts as building blocks for constructing compound concepts drastically reduces the number of concepts in the taxonomy and thus leads to conceptual economy. It also facilitates the search for general concepts, such as searching for the concept small business, which occurs in many combinations.
Facets to describe change
by direction of change
no change
change up
change down
change up then down
change down then up
by magnitude of change
small change
medium change
large changeCopyright © 2002 President and
Fellows of Harvard College
by rate of change
slow change
moderate speed change
fast change
sudden change
by promulgated vs organic change
promulgated change
organic change
Hierarchy:
Packaging & interlinking meaning
Ordered arrangementto convey meaning
Examples
E business functionsE2 . business finance, accounting, and controlE4 . human resourcesE6 . internal relationsE8 . Operations (see next slide)E10 . marketing (expanded)E10.2 . . market research and product planningE10.4 . . pricingE10.6 . . promotion, advertisingE10.6.2 . . . sales and sellingE10.8 . . customer relationship managementE12 . external relations (expanded)E12.2 . . public relationsE12.4 . . government relationsE12.6 . . relations with other organizations
Copyright © 2002 President and Fellows of Harvard College
E business functions. . .
E8 . Operations
E8.2 . . internal infrastructure
E8.4 . . research and development
E8.6 . . supply chain
E8.8 . . production
E8.10 . . distribution
E8.12 . . Inventory
Copyright © 2002 President and Fellows of Harvard College
Polyhierarchy
business functions(internal)
Economics(external)
labor and work
human resources
part-time employees
part-time work labor economics
part-time labor market
themes cutting across
Copyright © 2002 President and Fellows of Harvard College
E business functions (internal)E4 . human resources
BT G4 labor and work
E4.2 . . part-time employeesBT G4.2 part-time work
F economics (external)F4 . labor economics
BT G4 labor and work
F4.2 . . part-time labor marketBT G4.2 part-time work
G themes cutting acrossG4 . labor and work
NT E4 human resources F4 labor economics
G4.2 . . part-time workNT E4.2 part-time employees F4.2 part-time labor market
Copyright © 2002 President and Fellows of Harvard College
Polyhierarchy exampleE business functionsE8 . Operations
E8.6 . . supply chainNT E8.12.2 pre-production inventory
E8.8 . . production
E8.10 . . distributionNT E8.12.4 post-production inventory
E8.12 . . inventory
E8.12.2 . . . pre-production inventoryBT E8.6 supply chain
E8.12.4 . . . post-production inventoryBT E8.10 distribution
Copyright © 2002 President and Fellows of Harvard College
Functions of hierarchy
• Provide an overview of an area, a framework
• Facilitate request-oriented indexing
• Assist in query formulation hierarchy for browsing
• Allow for inclusive (hierarchically expanded searching
• Collocate related objects
Definitions: Clarification of meaning
JC basic prevention categories
JC2 . prevention by timing of the intervention
JC2.2 . . primary prevention
JC2.4 . . secondary prevention
JC2.6 . . tertiary prevention
JC4 . prevention by scope of recipient group
JC4.2 . . universal prevention
JC4.4 . . targeted prevention
JC4.4.2 . . . selective prevention
JC4.4.4 . . . indicated prevention
JC4 Prevention by scope of recipient group
SN This scheme is based on the intended recipients and the cost-benefit analysis of preventive interventions as it relates to universal or limited recipient groups. An intervention that has a low per-capita cost can be applied to a large recipient group which statistically has a small percentage of members who are at risk and still have a good ROI. Contrariwise, an intervention that has a high per-capita cost is worthwhile only if it is targeted at a smaller group which has a high percentage who are at risk.
Note: For prevention you can read advertising and marketing
JC4.2 universal prevention
SN Directed at the general public or a population group that has not been identified on the basis of individual risk. The intervention is desirable for everyone in that group and has a low per-capita cost.
JC4.4 targeted prevention
SN Targeted at subgroups of the population or at individuals who are at high or very high risk. There are two subordinate categories which are distinguished by the specificity of targeting (the precision of selection into the recipient group), the degree of risk, and the warranted cost per recipient.
JC4.4.2 selective prevention
SN A measure that is desirable only when the individual is a member of a subgroup of the population whose risk of developing the disorder is above average. The subgroups may be distinguished by age, gender, occupation, family history, place of residence or travel, or other evident characteristics (as opposed to characteristics whose determination requires individual examination).
JC4.4.4 indicated prevention
SN Targeted to high-risk individuals who are identified, through individual examination, as (1) having biological markers indicating predisposition for a disorder or (2) having minimal but detectable signs or symptoms foreshadowing a disorder whose symptoms are still early and are not sufficiently severe to merit a diagnosis of the disorder.
Concept analysis and synthesis
Exercise and examples
securities market
securities trading
aggressive portfolio
online securities trading
stock redemption
futures market
insured bonds
high-risk derivatives
stock issuance
stock options pricing
regional stocks
futures trading
Concept analysis andconcept discovery
Consider the following list of terms
parking garage
bus station
train station
harbor
airport
What is the common semantic factor (a more abstract concept in common to all of them)?
Concept analysis 2
Consider
wage
price/cost
interest
rent
fees
(insurance) premium
Common concept
payment in exchange for some consideration
(the “consideration” is different in each case)
Concept analysis 3
Consider
transactional analysis, dream analysis, insight therapy, Gestalt therapy, reality therapy, cognitive therapy
Umbrella concept for structuring the hierarchy and for retrieval: analytic psychotherapy
(methods that seek to assist patients in a personality reconstruction through insight into their inner selves)
Conclusion
Systematic discovery and structuring of meaning through facet analysis and hierarchy buildingempowers users to
• orient themselves and move in a concept space
• analyze the dimensions of a problem and determine what information is needed;
• formulate a query that will find that information or browse productively – move at ease in an information space
For an example see the Alcohol and Other Drug Thesaurus(search Google for AOD Thesaurus)