Enabling Exploratory Discovery Through Taxonomy

Enabling Exploratory Discovery Through Taxonomy Duane Degler
— Taxonomy Bootcamp 2024
Enabling Exploratory Discovery Through Taxonomy
Duane Degler — Taxonomy Bootcamp 2024
18 November 2024 © Design for Context https://d4c.link/taxo24
Enabling Exploratory Discovery
Through Taxonomy
duane@designforcontext.com
Duane Degler Taxonomy Bootcamp 2024
d4c.link/Taxo24
Taxonomy Fundamentals
18 November 2024

Not everything can just be searched.
‘Aha!’ moments deliver value. Exploration leads to insights.
For exploratory discovery… contexts are a raw material in design.
Your taxonomies shape people’s experiences.

CONTEXT
The broad information picture
content
TAXONOMY
KNOWLEDGE
GRAPH
data
EXPLORATORY
EXPERIENCE

Modeling meaning from relationships. The “triple” is a data sentence.
A fundamental concept behind
Knowledge Graphs
SUBJECT
(noun)
OBJECT
(noun)
PREDICATE
(verb)
Operations
Department
Product
delivery
CONTROLS

Taxonomy populates
(and guides)
your graphs
SUBJECT
(noun)
OBJECT
(noun)
PREDICATE
(verb)
TAXONOMY
Specify relationships across types of terms

EXPLORATORY DISCOVERY

GOKM
https:// collections.okeeffemuseum.org

EVENTS
Records of actions
that connect items
across the graph.
create,
appear in
create,
provide context
participate in
Navigating relationships can drive discovery
https://collections.okeeffemuseum.org
NARRATIVES
Materials that
describe or explain.
Books, articles,
education materials,
flyers, video/audio,
social media.
describe
produce
use,
ARTWORKS /
ASSETS
Collection records of
objects/media,
related assets
(archives, library,
other documents).
PEOPLE / ORGS
Participants at times
of creating an asset,
managing records,
and/or events where
assets are used.
create,
catalog
PLACES
Locations and
moments in time.
Setting the aspects
of place: where,
when, what
languages.
occur in
EXHIBITIONS
Public presentation
of a specific set of
art and archival
objects, with related
information.
featured in
created by,
appear in
referenced in
TIMESPANS
Defining “when” –
these can be
precise (dates) or
periods. Labeling
durations.
occur in

Navigating relationships can drive discovery
ARTWORKS / ASSETS
TIMESPANS
Durations
Periods
Dates
https://collections.okeeffemuseum.org
EVENTS
Creation Life
Historical
Cultural
Objects/Docs People/Orgs
Exhibit
Transfer
PEOPLE / ORGS
Types Roles
EXHIBITIONS
Objects
Interpretation
Locations
PLACES
Durations
Periods
Dates
Languages
NARRATIVES
Education
Articles
Books
Archival
evidence
Materials
Collections
Series /
Sets
Conditions
Interpretation
Media /
Platform
appear in
occur in
participate in
create
provide
context
describe
occur in
create,
appear in
produce
use,
referenced in
featured in
created by,
create,
catalog

Digital Management Digital Delivery Digital Use
Data / Images
Public
Interactives
Visitor Website
Publications
Collections
Internal tools
Staff
Research
Staff
Conservation
Content
publications,
education,
exhibitions…
Art Collection
Archives
Library
DAMS
dynamic
Media
Linked
Data
static
Taxonomy
Publishing tools
ingest
Enriched data
K-Graph
External
institutions
external
data
Ecosystem

TCBC
https://preview.texascoastalbend.org

influences
reflect
Subjects frame stories, encourage exploration
CHARACTERISTICS
Areas
Cowboys
Origins
Nature
Family Life
Animals
ACTIVITIES
Education
Recreation
Childhood
Work
appear in
describe
https://preview.texascoastalbend.org
GEOGRAPHY
Region
Land /
Environment
THEMES
Topics
Subtopics
STORIES
THEMATIC
GROUPINGS
reflected in
CULTURE
History
Personalities
Races
PEOPLE
Communities
Bosses
Families
Cowboys /
Hands
Voices
Portrait
Sitters
express
featured in
appear
ASSETS / MEDIA
Images
“Campfire”
Interviews
Narratives

ARCHIVAL ASSET
The tagging interface in the database
About-ness
Foreground
(primary focus)
Background
(setting)
3 subject fields
are used to
apply taxonomy
terms.
This provides greater content sensitivity.

CASE STUDY:
DECISION FINDABILITY

Where do decisions come from?
ORGANIZATIONS
DOMAIN
RESEARCH / PROJECT
ACTIVITIES
PEOPLE
Internal
Partner
External
Participating
Organization
Topic
(medical)
Condition
Treatment
Chemical
Properties
Technologies
Decision-
Makers
Roles
Specialties
Managers
Operations
Stage
Research
Initiative
Program
Area
Plan
Decisions Actions
Meetings
Ideas
CONTENT
focus on
works on
staff
leads to
perform
come from
make
involved in
guides

● A question to be answered is not likely to be explicit in a historic document
● Some points in the graph create a starting place to discover answers
● Explore relevance, expertise-finding, and time/situation context
● We needed models for domains, subjects, organizational structures
● They aren’t static – it all had to be time- and event-based
● Some documents also provide metadata that can be used to auto-tag others
● Meeting minutes, team charters, project reports, presentations, etc.
Where do decisions come from?
Systemic: Improve distributed content metadata

CASE STUDY:
CMS & CONTENT RELEVANCE

Solving a real-world content problem
Not available
Required Available
User’s
awareness
of
need
Specific awareness of
content and ability to
articulate problem
Awareness of problem,
but little ability to
articulate
No awareness of need
for information
“I don’t know
what I need to know”
“I know what I’m
looking for--
get me to it!” Identify
via user
feedback
and analyzing
content/
term use
Identify
via task
performance
assessment
“I didn’t know
I needed that”
Degler/Battle (2003). Can Topic Maps Describe
Enterprise-Wide Context? https://d4c.link/TM2003
“Just tell me
what I
absolutely
must know”

Finding context-relevant content quickly
FORMS /
COMMUNICATION
Applications
Declarations
Notifications
LOCATION
Primary
State
State for
Treatment
CONDITIONS
Medical
Conditions
Vocational
Constraints DETAILED
PROCEDURE
POLICY
SUMMARY
PEOPLE
Caregiver /
Advocate
Public
Roles
Disabled
person
Medical
Specialist
Family
Employee
Roles
GOVERNANCE
Courts
Regional
Offices
Filing
Office
State
Offices
CONTENT
Guidelines
Procedure
Policy
Laws
stayed in lived in
have
limited by
work in
applies
constrains
defines specifies
has types
guides
based in
Degler/Hynes (2004). Policy Content at SSA: Using XML
and Semantic Metadata https://d4c.link/XML2004

Relevance embedded in the interface
Direct access
to current
changes,
based on
taxonomy
matches
Clear Title Defining the Scope of the Content
Effective: 21 Sept 2024
Introduction that identifies the context in which this document applies. This includes situations
and rules to be considered for relevance, as well as any ambiguous areas that could affect
whether this policy needs additional information to be applied, or does not apply.
Each step is a discrete information unit, which is tagged with the taxonomy.
Steps can be links to a detailed procedure document.
Each step is a short reminder of the action to be taken (provide information, complete a
form, make a decision, etc.), so if the user knows the step, no further reading is required.
Does not apply to this state. In some cases, content would be hidden or get a message.
Steps to Apply
1
2
3
4
• Additional information, specifically relevant to contexts, is presented as links
• Information links are not general – they focus on exceptions and common case issues
• Analytics and case quality analysis can identify issues, and taxonomy can apply the links
More Details or Exceptions
Updates
• Specific policy
changes matching
user/state profiles
• Changes to
eligibility, forms,
and procedures
Dynamic steps in
procedures,
based on
context match
Content is
granular, used in
multiple
documents
Taxonomy,
policy and
analytics
drive links
Learn More
• Provided based
on contexts
• Could be matched
with data system
record, in use
Your Profile
• Region: 6
• State office: KS
• Focus: Disability
• Task: Public desk
State focus: Arizona (AZ)
“Profile”
tunes the
response of
taxonomy &
knowledge
graph
queries
User control of relevance
when claimant state is
different from office state

● Enabling SITUATION RELEVANCE
● Taxonomy signposts specific situations – filter and focus
● Contexts are proactively used to refine displayed content
and create relationship pathways
● Contexts for WHO, WHAT, WHEN, WHERE and WHY
● Lightweight knowledge graph + taxonomy supports tagging completeness
● Proactively surface relevance via classification
Context-relevant content

SUMMARY

‘Aha!’ moments deliver value. Exploration leads to insights.
For exploratory discovery… contexts are a raw material in design.
Your taxonomies (and graph models) shape people’s experiences.

CONTEXT
Consider the whole information ecosystem
content
TAXONOMY
KNOWLEDGE
GRAPH
data
EXPLORATORY
EXPERIENCE

● The Georgia O’Keeffe Museum Collections Online https://collections.OKeeffeMuseum.org
● Connecting Art & Archives for Research, Discovery, and Storytelling
https://d4c.link/gok-co22
● Texas Coastal Bend Collection https://preview.TexasCoastalBend.org
● Archives Strengthening Historical Narrative: Sharing Digital and Linked Data Resources
for Broader Reach And Sustainability
https://d4c.link/tcbc-mw18
● Degler/Battle (2003). Can Topic Maps Describe Enterprise-Wide Context?
https://d4c.link/TM2003
● Degler/Hynes (2004). Policy Content at SSA: Using XML and Semantic Metadata
https://d4c.link/XML2004
● Further presentations and articles from Design for Context
https://designforcontext.com/insights
Sites and references in this presentation

Enabling Exploratory Discovery
Through Taxonomy
duane@designforcontext.com
Duane Degler Taxonomy Bootcamp 2024
Taxonomy Fundamentals
18 November 2024
d4c.link/Taxo24

Enabling Exploratory Discovery Through Taxonomy

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