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LIGHTWEIGHT TAXONOMY APPROACHES FOR DIGITAL PRACTITIONERS
Jessica DuVerneay & Naomi Oorbeck
Taxonomy Bootcamp
November 2, 2015
I’m Naomi!I’m
Jessie!
@jduverneay @naomid
@undrstndng
• Why taxonomy improves digital projects
• When to use a lightweight approach
• Planning & scoping lightweight taxonomy work
• Quick approaches for maximum impact
WE WILL COVER
1. TAXONOMY IS FOR EVERYONE
YOU DON'T HAVE TO BE A TAXONOMIST TO USE TAXONOMY
TAXONOMY DOES NOT BELONG TO LIBRARIANS OR TAXONOMISTSUX people are thinking of themselves as taxonomists
http://life.smartlogic.com/wp-content/uploads/2012/05/ORT_note-fields.jpg
choreography
ontology
taxonomyarrangement of the parts
particular meaning
rules for interaction among the parts
PLACES MADE OF INFORMATION HAVE A TAXONOMIC BACKBONE
words are the essential building
blocks of places made of
information
TAXONOMY TOUCHES EVERYTHINGAND HOLDS IT ALL TOGETHER
Sitemap
Navigation
Content Management
Wireframes
Node Tagging & Metadata
Content Categories
Search Filters
Search Results
URL Structures
Glossary
Content Creation
Roadmap
2. A LITTLE GOES A LONG WAY
Sometimes, taxonomy is not spelled out as part of your project…
Other times, teams believe all we need is taxonomy to solve all our problems…
TAXONOMY CAN BE A HARD SELL
It’s important to sell (and explain the value of) taxonomy to your team, your clients, right up front.
We’re going to help you understand how to approach taxonomy in well-scoped projects.
SOMETIMES YOU HAVE TO GO GORILLA GUERRILLA
http://assets.worldwildlife.org/photos/1030/images/story_full_width/western-lowland-gorilla-circle-HI_105193.jpg?1345535931
WHEN LEAN TAXONOMY MAKES SENSE
:)Do it!
Negotiate, Advocate
Proceed cautiously
Proceed cautiously
Large / complex info
Small / Simple Info
Whole Site
Targeted Section
3. LIFECYCLE
WHO
Strategic Alignment Tools
Competitive Analysis
The Understanding Group - 2015
RESEARCH
Audit Internal Taxonomies
Stakeholder & SME Interviews
PROGRAMMINGWE UNDERSTAND YOUR ORGANIZATION
Search Log & Analytics Analysis
TAXONOMY DEVELOPMENT
Final Taxonomy
Governance Plan
SYNTHESISWE CREATE YOUR TAXONOMY
SPECIFICATIONWE SUPPORT YOUR DEPLOYMENT
PLANNING & SUPPORT
Population of Taxonomy Tool
Implementation Support
USER RESEARCH
ANALYSISWE UNDERSTAND YOUR USERS
Open Card Sort
Closed Card Sort
Reverse Card Sort
4. BUILD YOUR TAXONOMY TOOLKIT
• Strategic Alignment Tools
• Content Inventory
• Search Log Analysis & Analytics
• SME & SEO Conversation
• Competitive Analysis
• Card Sorting - Open & Closed
• Reverse Card Sorting / Tree Testing
LIGHTWEIGHT TAXONOMY
METHODS
WHAT: Understand organization’s needs and goals WHY: Helps team create a strategically aligned
taxonomy, clears up misalignment in stakeholdersWHEN: Programming phase
TIME: 1-2 weeksWHO: Key Stakeholders, SMEs
HOW: Common tools used include intention modeling and strategic worksheets
GET THAT SKILL: TUG has blog posts on intention models (Dan Klyn) and purpose-driven taxonomies
(Jessie DuVerneay)
STRATEGIC ALIGNMENT TOOLS
WHAT: Create an inventory of all the content and terms on a website.WHY: To understand existing content a classification scheme will have to accommodate, nomenclature being used, and content gaps.WHEN: Analysis phaseTIME: 1 dayWHO: SME on the teamHOW: Small sites are easily tracked in spreadsheets. Tools such as PowerMapper can help with larger sites.
GET THAT SKILL: Just do it. Also see: “The Accidental Taxonomist” by Heather Hedden
CONTENT & TERMS INVENTORY
WHAT: Gather user generated terms through public
and on-site searchWHY: Generative research that shows terms naturally
used by target user groupsWHEN: Programming & Analysis Phase
TIME: 10-20 HoursWHO: Analysts, Web Manager
HOW: Request and review site search logs and keywords in analytics tools
GET THAT SKILL: Book: “Search Analytics for Your Site” by Lou Rosenfeld
SEARCH LOG ANALYSIS & ANALYTICS
WHAT: Review as-is & proposed taxonomy with SME’s
WHY: Leverages domain specific knowledge; helps refine preferred terms and arrangements; builds
relationship with teamWHEN: Analysis Phase
TIME: 1-10 hours, depending on how many SME / SEO experts are available
WHO: SME’s, SEO experts on the teamHOW: informal calls or back and forth emails
GET THAT SKILL: Just do it
SME & SEO CONVERSATIONOPTIONS:
•Rhinoplasty, Nose Job, Nose Surgery, Nasal Enhancement
•Chin Lift, Neck Lift, Jowl Lift, Saggy Neck Surgery
•Phalloplasty, Penile Implant, Penis Enlargement, Penile Surgery
WINNERS:
•Rhinoplasty
•Neck Lift
•Penis Enlargement
WHAT: A comparison of best-in-class websites
related to yours to identify patterns.
WHY: Identify informal standards you can leverage
for your taxonomy.
WHEN: Analysis phase
TIME: 1 day
WHO: SME on the team, Existing Licensed
Taxonomies, Librarians
HOW: Annotate screenshots in a slide deckGET THAT SKILL: Just do it
COMPARATIVE ANALYSIS
CARD SORTING
WHAT: Quickly organize a large amount of content and
identify user-friendly labels.
WHY: To improve the organization and labeling of information
WHEN: Analysis phase
TIME: 1-2 days
WHO: Target users OR Yourself OR Both
HOW: Index cards and markers. Place each concept on a
card. Have users organize cards into logical groups. Ask users
to label each group. Or use online tools such as google docs.
GET THAT SKILL: “Card Sorting”, Donna Spencer and
“Information Architecture: For the Web and Beyond”,
Rosenfeld, Morville, Arango
OPEN CARD SORT
blankblankblankblankblankTBD
term
termterm
term
term
term
term
term
category
termterm
term
term
termterm
WHAT: Test the grouping and labels from your analysis of the open card sort. WHY: Validate and fine tune your taxonomy.WHEN: Analysis phaseTIME: 1-2 daysWHO: Target usersHOW: Place each concept on a card. Provide cards with category labels. Have users place concepts into the categories.
GET THAT SKILL: “Card Sorting”, Donna Spencer and “Information Architecture: For the Web and Beyond”, Rosenfeld, Morville, Arango
CLOSED CARD SORT
category category
category category category
termtermtermtermtermtermtermterm
termtermtermtermtermtermterm
WHAT: Test a proposed taxonomy with users
WHY: Points out errors in preferred terms or arrangement of terms from user’s perspective
WHEN: Synthesis phaseTIME: 1-2 weeks
WHO: Target users - 6-10 neededHOW: Common tool is Optimal Workshop’s
TreejackGET THAT SKILL: Alberta Soranzo & Dave
Cooksey’s IAS15 Talk Podcast, Treejack Blog
REVERSE CARD SORTING / TREE TESTING
THANK YOU
Let’s talk!
1. Please find us here for questions and conversation
2. Submit your questions to the AMA event happening on Tuesday
3. understandinggroup.com @undrstndng