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Presented by Rachel Lovinger at the Content Strategy Consortium, March 2009.
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Metadata Strategies and ToolsContent Strategy Consortium
Page 1 © 2009 Razorfish. All rights reserved.
March 19, 2009
Helping stakeholders understand and work with large, complex sets of metadata
Page 2 © 2009 Razorfish. All rights reserved.
• Get expert input
• Get approval for data
• Build partnership and ownership
• Distributed communication
Successful Metadata & Taxonomy Building
Deliverables+
Communication
“Politics and consensus building are the toughest aspects of building a taxonomy”
Page 3 © 2009 Razorfish. All rights reserved.
Concept Wireframes Design
Groundwork & High Level
Dimensions &Relationships
DetailedTaxonomy
Build Live
Usage & Maintenance
Communication
When Do You Start?W
eb D
evTa
xono
my
Align with the web development process
Page 4 © 2009 Razorfish. All rights reserved.
Concept Wireframes Design
Groundwork & High Level
Dimensions &Relationships
DetailedTaxonomy
Build Live
Usage & Maintenance
Communication
Concept Phase
Key Question: What is the site about?
Tip: Start building consensus as early as possible.
Page 5 © 2009 Razorfish. All rights reserved.
Web
Dev
Taxo
nom
y
Why start thinking about metadata and taxonomy needs during the concept phase?
• Gather background information – audience, goals, resources.
• Identify primary organizing principles of the site.
• Determine what metadata work is needed.
• Scope and schedule the work and deliverables.
• Prepare stakeholders to help you.
Concept Phase Tasks
Page 6 © 2009 Razorfish. All rights reserved.
Concept Wireframes Design
Groundwork & High Level
Dimensions &Relationships
DetailedTaxonomy
Build Live
Usage & Maintenance
Communication
Wireframe Phase
Key Question: How is the information organized?
Tip: Use real data in the wireframes
Page 7 © 2009 Razorfish. All rights reserved.
Web
Dev
Taxo
nom
y
Wireframe Phase Tasks
Dimensions and relationships• Finalize decisions about structure and complexity.
• Fill in the conceptual models with terms.
• Determine the relationships between metadata facets.
Page 8 © 2009 Razorfish. All rights reserved.
Dimensions
Fashion Magazine
Locations People Holidays & Occasions
Gifts
Brands
Fashion EntertainmentStores Beauty
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Relationships
80th Annual Academy AwardsOscars 2008 Common Name
Best Picture Best Actor
George Clooney
No Country For Old Men
Atonement
Nom
inee
s
There Will Be Blood
Michael Clayton
Juno
WinnerWinner N
omin
ees
Daniel Day-Lewis
Johnny Depp
Tommy Lee Jones
Vigo Mortensen
Performance in
Performance in
Performance in
Performance in
Performance in
Page 10 © 2009 Razorfish. All rights reserved.
Concept Wireframes Design
Groundwork & High Level
Dimensions &Relationships
DetailedTaxonomy
Build Live
Usage & Maintenance
Communication
Design Phase
Key Question: What’s the actual data?
Tip: Prototype the data.
Page 11 © 2009 Razorfish. All rights reserved.
Web
Dev
Taxo
nom
y
Design Phase Tasks
You’ve built the framework. What comes next? • Complete the details.
• Collaborate on design.
• Validate against user and business needs.
• Provide input on content management and retrieval.
Page 12 © 2009 Razorfish. All rights reserved.
Details
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Concept Wireframes Design
Groundwork & High Level
Dimensions &Relationships
DetailedTaxonomy
Build Live
Usage & Maintenance
Communication
Build Phase & Live
Key Question: How do we make sure this metadatais used properly and is still relevant in six months?
Tip: If they don’t own it, they won’t use it.
Page 14 © 2009 Razorfish. All rights reserved.
Web
Dev
Taxo
nom
y
Build Phase Tasks
Get Ready to Hand It Over• Provide guidelines for using the metadata in content creation.
• Provide guidelines for maintaining the metadata.
Page 15 © 2009 Razorfish. All rights reserved.
Metadata Tools
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We need useful, usable tools that will help unlock the story that data has to tell.
The solutions have evolved,and so have our problems.
Page 17 © 2009 Razorfish. All rights reserved.
Metadata Tools
Looking for tools to• Develop taxonomy, controlled vocabulary, and metadata
relationships
• Prototype data so that designers can create meaningful interactive experiences
• Provide non-technical business users with a way to visualize and verify data
Looking for tools that are• Readily available
• Easy to start using
• Useful for the design process
Page 18 © 2009 Razorfish. All rights reserved.
Metadata Tools
Used to construct lists of hierarchical sets of data, employing a construction based on Broader Terms and Narrower Terms.
MultiTes
A.K.A.
Semaphore Ontology Manger
A.C.S TermTree
WebChoir TCS-10
Page 19 © 2009 Razorfish. All rights reserved.
Thesaurus Tools
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Thesaurus Tool: MultiTes
• Require an abstract understanding of thesaurus type relationships that doesn’t really contribute to the design process
• Limited support for other relationships
• Moving terms from one level to another tends to be difficult
• Lack robust visualization options
Page 21 © 2009 Razorfish. All rights reserved.
Drawbacks of Thesaurus Tools
Used to quickly map concepts and terms. More visual and easier to add, remove and rearrange things rapidly, while working.
Mindjet MindManager
Bubbl.us
FreeMind
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Brainstorming Tools
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Brainstorming Tool: MindManager
• Not great for expressing non-hierarchical relationships
• Becomes difficult to read when there are a large number of nodes
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Drawbacks of Brainstorming Tools
Used to capture metadata using semantic standards. More flexible and powerful in the types of relationships they can capture.
SWOOP
Altova SemanticWorks
Protégé
TopQuadrant TopBraid Composer
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Ontology Tools
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Ontology Tool: Protégé
Page 27 © 2009 Razorfish. All rights reserved.
Protégé: Visualization
• Required knowledge of the workings of RDF and OWL could be a barrier
• Not enough of them have good, flexible visualization options
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Drawbacks of Ontology Tools
Used primarily for viewing and exploring data and relationships, not for creating or editing.
RDF Gravity
IBM ManyEyes
OwlSight
Wordmap
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Visualization Tools
• Show or Hide elements as needed
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Visualization Tool: RDF Gravity
• Data has to be created elsewhere and imported
• Most are not quite flexible enough to show a wide range of data relationships
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Drawbacks of Visualization Tools
