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Is the word “taxonomy” intimidating? You bet, but taxonomy is a crucial structural element to consider for optimal cross channel information environments. In this fun, informal, beginning/midlevel practitioner-focused workshop, London and Los Angeles area information architects and taxonomy nerds Alberta Soranzo and Jessica DuVerneay presented and facilitated: Case Study – designed to provide an implementable, understandable roadmap to creating a user-sensitive taxonomy; Tool Demo – highlighting an easy-to-use resource to get participants started creating taxonomies; Guided Taxonomy Development Activity – the majority of the session will be devoted to hands-on time working with a practical framework. Small groups of participants will roll up their sleeves and try their hand at architecting a user-sensitive cross-channel taxonomy for a fun, fictitious business; Application of Taxonomy – groups will practice applying their newly-minted taxonomy to cross channel strategies and will learn how to recognize and leverage different opportunities to strengthen the business proposition.
Citation preview
taming taxonomy jessica duverneay - alberta soranzo
Taming TaxonomyTips & Tools for Creating Structure
with the User in Mind
jessica duverneay | @undrstndngalberta soranzo | @albertatrebla
taming taxonomy jessica duverneay - alberta soranzo
Agenda
8:30 LECTURE Intros, Case Study & Overview Talk
9:00 WORKSHOPFrame the Problem (9:00)
Taming Taxonomy: Phase 1 (9:30)
10:30 BREAK
10:45 WORKSHOPTaming Taxonomy: Phase 2 (10:45)
Taxonomy Tamed: Formalizing (11:15)
12:00 PRESENTATIONS
12:20 CLOSING Wrap Up: Give Aways, Deeper Dig Resources, Next Steps
taming taxonomy jessica duverneay - alberta soranzo
Case Study
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Client: American Society for Aesthetic Plastic Surgery (ASAPS)
taming taxonomy jessica duverneay - alberta soranzo
Case Study
2!
3!
4!
5!
1!
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Statement of Work (SOW)
taming taxonomy jessica duverneay - alberta soranzo
Case Study
• Understanding Taxonomies?!?
• Search Engine Keyword Market?!?
• Comprehensive System?!?
• Polyhierarchy?!? • Synonym Mapping?!?• Governance Plan?!?
Statement of What?!?
...and I had this much time:
24 Hours
taming taxonomy jessica duverneay - alberta soranzo
Case Study
The ProblemGlossary of Terms!Injectables and Dermal Fillers!• Amphadase"• Acquamid"• Anesthesia"• Anika CTA"• Anti-viral"• Artecoll"• ArteFill"• ArteSense"• Axillary"• Belotero"• Betacaine"• Bio-alchamid"• Bioplastique"• Botox"• Botox Cosmetic"• Botulinum Toxin"• Botulinum Toxin Type A"• Botulinum Toxin Type B"• Bovine Collagen "• Calcium hydroxylapitite"• Captique"• Carboxytherapy"• Cellulite"• Collagen"• ETC… "
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Breast ImplantsBreast Augmentation Breast EnhancementBreast EnlargementBreast SurgeryImplantsSilicon ImplantsSaline ImplantsGel ImplantsSubpectoral Breast SurgeryMammoplastyBreast ReplacementBreast RevisionBreast Reconstruction**Boob Job**Pectoral Implants
SOURCE: h1p://onestophumour.com/uploads/breast_implants_-‐_they_dont_go_there_1618278999.jpg
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Polar Bear Book Says:
•Categories should be mutually exclusive, unless they are polyhierarchical.
•Consider the balance breadth and depth, erring on the side of broad and shallow for new sites.
•Taxonomy = a slow layer, while navigation may be slightly faster
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Which exact word should be used? Where does it go in relation to the others? What are the exceptions?
That’s all I have to do? NEAT!
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Which exact word should be used? Where does it go in relation to the others? What are the exceptions?
That’s all I have to do? NEAT!
NOT SO FAST THERE, BUDDY!
taming taxonomy jessica duverneay - alberta soranzo
Case Study
taming taxonomy jessica duverneay - alberta soranzo
Case Study
STRATEGYUser Centered Business Centered
SIZEScalable Finite
COVERAGEComprehensive Section Specific
APPLICATIONCross-channel Web-centric
TIME SENSITIVITYAspirational Current
METAPHORUniform/Exact Mixed Approach
STRUCTUREPoly-hierarchical Mutually Exclusive
LANGUAGE
SEO Preferential Natural
Branding Authoritative
Concept: Jessica DuVerneayGraphic RepresentaUon: Alberta Soranzo
taming taxonomy jessica duverneay - alberta soranzo
Case Study
STRATEGYUser Centered Business Centered
SIZEScalable Finite
COVERAGEComprehensive Section Specific
APPLICATIONCross-channel Web-centric
TIME SENSITIVITYAspirational Current
METAPHORUniform/Exact Mixed Approach
STRUCTUREPoly-hierarchical Mutually Exclusive
LANGUAGE
SEO Preferential Natural
Branding Authoritative
Concept: Jessica DuVerneayGraphic RepresentaUon: Alberta Soranzo
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Activity 1 : Existing Taxonomy ReviewGlossary of Terms!Injectables and Dermal Fillers!• Amphadase"• Acquamid"• Anesthesia"• Anika CTA"• Anti-viral"• Artecoll"• ArteFill"• ArteSense"• Axillary"• Belotero"• Betacaine"• Bio-alchamid"• Bioplastique"• Botox"• Botox Cosmetic"• Botulinum Toxin"• Botulinum Toxin Type A"• Botulinum Toxin Type B"• Bovine Collagen "• Calcium hydroxylapitite"• Captique"• Carboxytherapy"• Cellulite"• Collagen"• ETC… "
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Activity 2 : Lightweight Keyword Research
**Note: Site Search log files would have been nice too but the client didn’t track it and now was not the time to start.
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Activity 3 : Existing User Research & VernacularAshlee: The Lifestyle Patient - "Seeking Perfection"Experienced Consumer / Immediate or Recent
DETAILS: Age 29, Part time dental hygienist, Married, Soon to be mother, Extensive procedure history, Motivated by beauty, Detail oriented, Technology proficient
Representative Activities:Understanding detailed info on procedures, Understanding a procedure lifecycle, Pursing a complex procedure, Finding a doctor near her, Researching the best way to find the best doctor, Keeping up to date on aesthetic news, Participating in online social aspects, account features, and creating user generated content
Tonya: The Potential Patient - "Seeking Comfort"Novice Consumer / Far Future
DETAILS: Age 36, Higher education administrator, Single, No children, No procedure history, Not motivated by beauty, Seeking general information, Technology proficient
Representative Activities:Researching basic procedure information, determining if a procedure is the right option, researching commonly asked questions, investigating a more complicated specific medical concern
Loren: The Occasional Patient - "Seeking Rejuventation"Intermediate Consumer / Future
DETAILS: Age 49, Lawyer, Dating with two college age children, Injectable history but no procedure history, Motivated by appearance, Seeking comparative and specific information, Technology savvy
Representative Activities:Comparing multiple options to solve an aesthetic concern, addressing a post procedure experience, locating male specific procedure information for a male companion
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Activity 4: Term Sorting / Affinity Diagramming
Source: J. DuVerneay
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Activity 5 : Competitor’s Approaches
SOURCES:!www.plasticsurgery.org!
www.realself.com!www.clevelandclinic.org!
!
taming taxonomy jessica duverneay - alberta soranzo
Case Study
First Stab - Word Document
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Activity 6 : SEO / SME Validation & Client Approval
OPTIONS:
•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
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Activity 7 : Synonyms & Polyhierarchy
Liposuction =
Lipoplasty, Body Contouring, Fat Reduction, Liposculpture, Fat Removal, Lipo, Ultrasonic Liposuction, Ultrasound Liposuction, Tumescent Liposuction, Power Assisted Liposuction
Eyelid Surgery =
Blepharoplasty, Droopy Eye, Droopy Eye Surgery, Eyelid Lift, Eye Lift
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Final Product
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Smart Beauty Guide Logo / Home
"Your Expert Source for Cosmetic Medicine & Surgery" SEARCH Enter Procedure, Keyword, or Question
Hello ASHLEE | My Account | Sign Out
PROCEDURES INJECTABLES FOR MEN PLANNING TOOLKIT SELECT A DOCTORASK A QUESTION
Follow Us on Social Media
PROCEDURES
BODY HEAD & FACE
Breast AugmentationBreast LiftBreast ReductionBreast RevisionRevision Breast Augmentation
Body LiftButtock ImplantsButtock LiftFat TransferLabiaplastyLiposuctionNon-Surgical Fat ReductionSpider Vein TreatmentThigh LiftTummy TuckUpper Arm Lift
Brow LiftEar ReshapingEyelid SurgeryFace LiftFacial ImplantsNeck LiftRhinoplasty
BREAST SKIN & HAIR
Cellulite TreatmentChemical PeelEyelash EnhancerHair TransplantHand RejuvenationIPL / PhotorejuvenationLaser Hair RemovalLaser Skin ResurfacingLaser Tattoo RemovalMicrodermabrasionNon-Surgical Skin TighteningPermanent Makeup
COMPLETE SOLUTIONS
Facial RejuvenationMommy MakeoverPlastic Surgery After Weight Loss
PROCEDURES
INJECTABLES
All InjectablesDermal FillersFat InjectionsLip InjectionsPerspiration ReducerWrinkle FillersWrinkle Reducers
FOR MEN
Body LiftCalf ImplantsHead & FaceGynecomastiaInjectablesLiposuctionNon Surgical Fat ReductionPectoral ImplantsPenis EnlargementSkin & HairThigh LiftTummy TuckUpper Arm Lift
PLANNING TOOLKIT
Getting StartedBeauty at Every AgeAsk a DoctorCostFacts & StatsSafetyPlanning Resources (Checklists)Patient StoriesAftercare & RecoveryComplications
SELECT A DOCTOR
Find a DoctorFind a Skin Care SpecialistHow to Choose a DoctorHow to Choose a ProviderCredentials, Training & CertificationPlanning an Office Visit
ProTip: Taxonomy
isn’t navigaUon
taming taxonomy jessica duverneay - alberta soranzo
Case Study
taming taxonomy jessica duverneay - alberta soranzo
Case Study
taming taxonomy jessica duverneay - alberta soranzo
Case Study
taming taxonomy jessica duverneay - alberta soranzo
Case Study
STRUCTURE
Term Sorting
Synonym Mapping
SEO Validation
Documentation
STRATEGY
BUSINESS
RESEARCHASSESSMENT & ADJUSTMENT
DEPLOYMENT & MAINTENANCE
Understand the Taxonomic Problem
Understand the Business
Existing Strategy
SEO Approach
Future Strategy
Existing Taxonomies
User Research & Vernacular
User Sorting
A/B Testing
Poly-hierarchical mappings
Internal Adoption
Vendor Adoption
Keyword Research
Client Sign Off
© DuVerneay & Soranzo 2014
Adjustment
Competitive Approach
TAXONOMYCREATION
Governance
Governance Plan
SME Validation
taming taxonomy jessica duverneay - alberta soranzo
Case Study
Value to ASAPS
• User Centered, learnable navigation
• Uniform Language guide for internal
content creators & vendors across
all consumer channels
• Repositioning controlled vocabulary
in alignment with brand –
medically authoritative but
approachable by average
consumer
• Explicit support of business goals (ie: Men, Taxonomy)
• Roadmap for content creation due to holes pointed out by aspirational taxonomy
• Improved Findability – SEO, navigation, site search, tagging -evidences by Analytics
• Created a valuable, living, manageable taxonomy that will be used
• Won PRNews award for best non-profit website 2013
taming taxonomy jessica duverneay - alberta soranzo
Intro to Taxonomy Basics
taming taxonomy jessica duverneay - alberta soranzo
Taxonomy Basics
Taxonomies are collections of facets, which are created by organizing concepts into categories.
taming taxonomy jessica duverneay - alberta soranzo
Taxonomy Basics — Benefits
•browsable outline and descriptive metadata.•efficient, searchable tags for content
(metadata).• taxonomy-based metadata supports
findability and returns accurate retrieval.
taming taxonomy jessica duverneay - alberta soranzo
Taxonomy Basics — Limitations
• flexibility vs maintenance gain• tagging cost (time and effort)•SEO
taming taxonomy jessica duverneay - alberta soranzo
Taxonomy Basics — Applications
•user-centered navigation•uniform language guides•brand-aligned controlled vocabularies
taming taxonomy jessica duverneay - alberta soranzo
Taxonomy Basics — Applications
• support of business goals• roadmap for content creation• findability (SEO, search, navigation, tags)
taming taxonomy jessica duverneay - alberta soranzo
ONTOLOGYControlled Vocabularies, Preferred Terms, Synonyms
TAXONOMYMetadata(information about information)
NAVIGATIONWayfinding (how visitors move around)
INFORMATION ARCHITECTUREStructural design of information(informed by taxonomy, helps build navigation)
ECOSYSTEM
taming taxonomy jessica duverneay - alberta soranzo
Frame the Problem
taming taxonomy jessica duverneay - alberta soranzo
Frame the Problem
You are a consultant and have been hired to help a travel agency, Dystopedia, fix its incomplete and poorly applied taxonomy.
taming taxonomy jessica duverneay - alberta soranzo
Frame the Problem
Space Map: h1p://staUc.ddmcdn.com/gif/blogs/6a00d8341bf67c53ef016760bf5f64970b-‐800wi.jpgLand & Sea Map: h1p://img524.imageshack.us/img524/7654/worldmap2.png
taming taxonomy jessica duverneay - alberta soranzo
Frame the Problem
On the website (dystopedia.org) you will find:
• Basic Client Info• Service Area Map• Business Goals
taming taxonomy jessica duverneay - alberta soranzo
Frame the Problem
In your printed group packet you will find:
• Personas - represents the top 3 target users for Dystopedia at this time
• Decks of Words (concept extraction / ontology step is done for you)
• Taxonomy Lifecycle Diagram
taming taxonomy jessica duverneay - alberta soranzo
Frame the Problem
IMAGE: h1p://img2.wikia.nocookie.net/__cb20080121004032/starwars/images/4/45/Yoda.jpgIMAGE: h1p://coscontopia.com/wordpress/wp-‐content/uploads/2011/09/Tinkerbell-‐Disney-‐Cosplay.jpgIMAGE: h1p://upload.wikimedia.org/wikipedia/en/2/25/Smalfut.jpg
taming taxonomy jessica duverneay - alberta soranzo
Frame the Problem
During your working time you should:
• Divide into groups by ticket number• Get to know your teammates• Digest the materials at hand and on the
website (You have until 9:30am)• Ask us questions re: materials
taming taxonomy jessica duverneay - alberta soranzo
Taming Taxonomy — Pt 1
taming taxonomy jessica duverneay - alberta soranzo
Taming Taxonomy: Pt 1
Methods discussion covering:
• Taxonomy Lifecycle - Today’s work• Strategic Continuums
• Competitive analysis
• Expert card sorting (could vs. should)
• Term expansion & editing • Synonym approach (variants vs. synonyms vs. non
preferred term)
• Templatize taxonomy
taming taxonomy jessica duverneay - alberta soranzo
Today’s Work
STRUCTURE
Term Sorting
Synonym Mapping
SEO Validation
Documentation
STRATEGY
BUSINESS
RESEARCHASSESSMENT & ADJUSTMENT
DEPLOYMENT & MAINTENANCE
Understand the Taxonomic Problem
Understand the
Business
Existing Strategy
SEO Approach
Future Strategy
Existing Taxonomies
User Research & Vernacular
User Sorting
A/B Testing
Poly-hierarchical mappings
Internal Adoption
Vendor Adoption
Keyword Research
Client Sign Off
Adjustment
Competitive Approach
TAXONOMYCREATION
Governance
Governance Plan
SME Validation
taming taxonomy jessica duverneay - alberta soranzo
Strategic Continuums
taming taxonomy jessica duverneay - alberta soranzo
Strategic Continuums
STRATEGYUser Centered Business Centered
SIZEScalable Finite
COVERAGEComprehensive Section Specific
APPLICATIONCross-channel Web-centric
TIME*SENSITIVITYAspirational Current
METAPHORUniform/Exact Mixed Approach
STRUCTUREPoly-hierarchical Mutually Exclusive
LANGUAGE
SEO Preferential Natural
Branding Authoritative
Concept:)Jessica)DuVerneayGraphic)Representa6on:)Alberta)Soranzo
taming taxonomy jessica duverneay - alberta soranzo
Competitive Analysis
competitive (similar business model)1. virtuoso.com
2. abercrombiekent.com
3. zicasso.com
taming taxonomy jessica duverneay - alberta soranzo
Competitive Analysis
comparative (different business but commonalities)
1. disneyworld.disney.go.com/plan/my-disney-experience/
2. kershaw.kaiusaltd.com/knives
3. currys.co.uk
taming taxonomy jessica duverneay - alberta soranzo
Expert Term / Card Sorting
Source: J. DuVerneay
• Group like with like
• Create a “Parking Lot”
• Identify synonyms and overlap
• Don’t get locked into any specific framework
• Top down and Bottom Up work
• Notice holes, dig more when needed for concept extraction
• Consider your Strategic Continuums
• Let it sit, revisit frequently
taming taxonomy jessica duverneay - alberta soranzo
Expert Term / Card Sorting
taming taxonomy jessica duverneay - alberta soranzo
Term Expansion & Editing
consider 1. holes in terms pool
2. eliminating redundant or unnecessary word groups
3. different approaches to cards and terms collected during analysis (i.e. now would be a good time to talk to your SEO/SME friends)
taming taxonomy jessica duverneay - alberta soranzo
Consider Synonyms
TRAVEL COMPANION LODGING
= =
EscortCaretakerFriendCharacterBuddy-for-hireCompanion
AccommodationHouseRoomHotelHutHammock
taming taxonomy jessica duverneay - alberta soranzo
Pt 1. Work Time
During your working time you should:
• Complete your Strategic Continuums Worksheet• Identify possible sites for competitive / comparative
analysis (we found some for you)• Take your first stab at the expert card sort with your
term deck• Add, remove, and “parking lot” terms (and possibly
groups of terms) as need• Ask us questions
taming taxonomy jessica duverneay - alberta soranzo
Break
taming taxonomy jessica duverneay - alberta soranzo
Taming Taxonomy — Pt 2
taming taxonomy jessica duverneay - alberta soranzo
Taming Taxonomy: Pt 2
Methods discussion covering:
• User Research - Optimal Sort Card Tool Demo & Data
• Advantages to leveraging SEO / SME Expertise
• Leverage Existing Taxonomies
taming taxonomy jessica duverneay - alberta soranzo
Card Sorting
taming taxonomy jessica duverneay - alberta soranzo
What is card sorting?
Card sorting is one of the best ways to identify categories by having controlled tests with groups of users to create categories.
source thetaxonomyblog.com
taming taxonomy jessica duverneay - alberta soranzo
Why use card sorting?
• Input into information design process•Define overall content hierarchy and
structure•Design navigation, menu and taxonomies•Outline users’ mental models
source thetaxonomyblog.com
taming taxonomy jessica duverneay - alberta soranzo
What card sorting helps you with
•Vetting navigation schemes•Defining information architecture• Improving findability
taming taxonomy jessica duverneay - alberta soranzo
Concretely, card sorting gives you
•Data to support decisions•Cheap method of testing labels and structure•User-centered taxonomy
taming taxonomy jessica duverneay - alberta soranzo
What card sorting doesn’t do for you
•Making up for a lack of other user research • Improving bad content•Fixing bad design or IxD•Generating site maps•Winning the lottery
taming taxonomy jessica duverneay - alberta soranzo
How do you do card sorting?
Participants organize topics into categories that make sense to them and may also help label these groups.
source flickr.com/photos/nedrichards/
taming taxonomy jessica duverneay - alberta soranzo
Open card sorting
OpenParticipants organize topics into groups that make sense to them, then name the groups.
source flickr.com/photos/nedrichards/
taming taxonomy jessica duverneay - alberta soranzo
Closed card sorting
ClosedParticipants organize topics into predefined groups.
source flickr.com/photos/nedrichards/
taming taxonomy jessica duverneay - alberta soranzo
Combination/Hybrid card sorting
Open card sort to identify content categories.
Closed card sort to see how well the category labels work.
taming taxonomy jessica duverneay - alberta soranzo
Design the test
•Create list of content topics. •Prepare the cards.•Email participants a link to the study.•Provide instructions for the sort, including
expected length.•Thank the participant for their time.
taming taxonomy jessica duverneay - alberta soranzo
Topics
• Individual pages•Functionality •Small groups of pages•Whole sections of the site•Entire (small) sites
taming taxonomy jessica duverneay - alberta soranzo
What users see
taming taxonomy jessica duverneay - alberta soranzo
What users see - questions
taming taxonomy jessica duverneay - alberta soranzo
What users see - instructions
taming taxonomy jessica duverneay - alberta soranzo
What users see - the cards
taming taxonomy jessica duverneay - alberta soranzo
What users do - grouping and naming cards
taming taxonomy jessica duverneay - alberta soranzo
What you see - overview
taming taxonomy jessica duverneay - alberta soranzo
What you see - cards
taming taxonomy jessica duverneay - alberta soranzo
What you see - categories
taming taxonomy jessica duverneay - alberta soranzo
What you see - similarity matrix
taming taxonomy jessica duverneay - alberta soranzo
What you see - standardization grid
taming taxonomy jessica duverneay - alberta soranzo
What you see - dendogram
taming taxonomy jessica duverneay - alberta soranzo
What you see - dendogram
taming taxonomy jessica duverneay - alberta soranzo
What you see - Participant Centric Analysis
2 months free on any of the Optimal Workshop tools (not all of them)
Use the code: “WildTaxonomy”
Fine Print:
• Value $218
• Code will work until midnight UTC on April 30, 2014
• Code can only be redeemed once per user account
• Only for participants of this workshop - do not pass on to others! taming taxonomy jessica duverneay - alberta soranzo
Optimal Workshop Trial
taming taxonomy jessica duverneay - alberta soranzo
SEO / SEM Expert Input
Search Engine Optimization (SEO) and Subject Matter Experts (SME) can help with findability and preferred term selection in your taxonomy development.
taming taxonomy jessica duverneay - alberta soranzo
SEO / SEM Expert Input
SEO — Hummingbird algorithm introduces changes to Changes to term retrieval now based on Google’s own synonym bank.
Partnering with an SEO expert and considering keyword research will improve your taxonomy more than ever.
taming taxonomy jessica duverneay - alberta soranzo
SEO / SEM Expert Input
taming taxonomy jessica duverneay - alberta soranzo
SEO / SEM Expert Input
SME — Can provide a deep dig in areas of taxonomy where you have questions or misunderstandings
Request a peer review from your SEO / SME friends at a MINIMUM
taming taxonomy jessica duverneay - alberta soranzo
Existing Taxonomies
You may not need to reinvent wheels. Check here first:
• National Authority ie: Library of Congress• University Subject Matter Librarian • Purchase or License existing Taxonomies as a starting
point (i.e. Getty Research Institute, USDA, Dow Jones Client Solutions, WAND Inc)
• PLEASE READ Heather Hedden’s book “Accidental Taxonomist” & blog for more info on this
taming taxonomy jessica duverneay - alberta soranzo
Pt 2. Work Time
During your working time you should:
• Consider User Research results work• SEO / SME Expert time w Sweeney / Atherton /
Mayfield • Edit draft from all collected inputs• Ask us (and them!) questions
taming taxonomy jessica duverneay - alberta soranzo
Taxonomy Tamed— Formalizing
taming taxonomy jessica duverneay - alberta soranzo
Taxonomy Tamed
• Templatization• Governance• Cross Channel Applications • Coming Up: P2P Presentations• Work Time• Questions
taming taxonomy jessica duverneay - alberta soranzo
Templatization
Put at the end
taming taxonomy jessica duverneay - alberta soranzo
Governance Plan
Ensures the Taxonomy remains useful as business needs, content, vendor input, or user expectations change or scale.
• How it’s used• Who uses it• Why & When it might be updated• How it’s updated• Who updates it• Version tracking & archival considerations
Put at the end
taming taxonomy jessica duverneay - alberta soranzo
Cross Channel Applications
Put at the end
• Sitemap• Content Inventory / Build Guide• Navigation• Wireframes• Node Tagging• News Categories• Search Filters• URL Structures• Glossary• Content Creation Roadmap• Non-web Properties
taming taxonomy jessica duverneay - alberta soranzo
P2P Presentations
During your presentation teams should:
• Introduce their Taxonomic Approach• Mention any sticky wickets / unsolved mysteries• Point out areas where you’d invest more time• Explain the value to Dystopedia and how they
foresee employing this taxonomy in the development of a future cross-channel proposition.
taming taxonomy jessica duverneay - alberta soranzo
Final Work Time
During your working time you should:
• Continue working on your Card Sorting• Move your taxonomy to the template if you are ready • Prep for your presentation• Ask us questions
taming taxonomy jessica duverneay - alberta soranzo
Presentations: P2P
taming taxonomy jessica duverneay - alberta soranzo
P2P Presentations
During your presentation teams should:
• Introduce their Taxonomic Approach• Mention any sticky wickets / unsolved mysteries• Point out areas where you’d invest more time• Explain the value to Dystopedia and how they
foresee employing this taxonomy in the development of a future cross-channel proposition
taming taxonomy jessica duverneay - alberta soranzo
Wrap Up
taming taxonomy jessica duverneay - alberta soranzo
Card Sorting & Taxonomy Resources
Give Aways!
taming taxonomy jessica duverneay - alberta soranzo
Card Sorting & Taxonomy Resources
BooksCard Sorting - Designing Usable CategoriesDonna SpencerRosenfeld Media, 2009
Mental Models: Aligning Design Strategy with Human BehaviorIndy YoungRosenfeld Media, 2008
The Accidental Taxonomist Heather HeddenInformation Today, Inc. 2010
Information Architecture for the World Wide Web: Designing Large-Scale Web Sites Peter Morville and Louis RosenfeldO’Reilly, 2008
Pervasive Information Architecture: Designing Cross-Channel User ExperiencesAndrea Resmini and Luca RosatiMorgan Kaufmann, 2011
taming taxonomy jessica duverneay - alberta soranzo
Card Sorting & Taxonomy Resources
Card sorting toolsOnline
optimalworkshop.com/optimalsort.htm conceptcodify.comsimplecardsort.comusabilitest.com/CardSortinguxpunk.com/websort/
Offline (spreadsheets)Joe Lamantia – boxesandarrows.com/?p=2803Donna Spencer – maadmob.com.au/?p=45Mike Rice – informoire.com/?p=162
How-tosoptimalworkshop.com/help/kboptimalworkshop.com/blog/how-to-pick-cards-for-card-sorting
taming taxonomy jessica duverneay - alberta soranzo
Card Sorting & Taxonomy Resources
More ResourcesTaxonomy Bootcamp: http://www.taxonomybootcamp.com/2014/
Taxonomy Bank: http://taxobank.org
SLA Taxonomy Division: http://taxonomy.sla.org
IA Institute: http://iainstitute.org/en/
Great presentation on how to build (and Test) a Taxonomy by Patrick Lambe:
http://prezi.com/td8pyeaczkj1/how-to-build-a-taxonomy/
taming taxonomy jessica duverneay - alberta soranzo
Thank You!jessica duverneay
@jduverneayunderstandinggroup.com
alberta soranzo @albertatrebla
wearefriday.com