Wednesday, November 30, 2016

Popular Topics in Taxonomies

This month marks the 5th anniversary of The Accidental Taxonomist blot, so it is a fitting time to look back and see which posts were most popular.  Following are the top 10 posts with the most visits (pageviews) from the time they were published to date, with the number of visit indicated:

1.      3722  E-Commerce Taxonomies (Nov 26, 2012)
2.      3267  Taxonomy Software Directories (Apr 11, 2014)
4.      2462  Taxonomies vs. Classification (Apr 2, 2013)
5.      1859  Taxonomies vs. Thesauri (Jan 28, 2014)                                       
6.      1743  Digital Asset Management and Taxonomies (May 28, 2012)
7.      1725  Information Architecture and Taxonomies (Nov 9, 2013)                        
8.      1670  Taxonomy Design for Content Management Systems (May 4, 2016)                              
9.      1621  Taxonomy Governance (Dec 9, 2013)                                                                              
10.  1448  Topics and Document Types in Taxonomies (May 6, 2013)        

The topic of taxonomies for e-commerce has been the most popular blog since shortly after it was published. This does not necessarily mean that e-commerce is the most common implementation of taxonomies, but it is clearly defined, whereas others, such as enterprise taxonomies, could go by different names, such as business taxonomies, internal taxonomies, organizational taxonomies, intranet taxonomies, etc. Nevertheless, e-commerce is a very significant application of taxonomies. Among my presentations on SlideShare, the presentation on e-commerce taxonomies is also by far the most popular.

Other popular blog post topics on taxonomies tend to be those with other significant topics in the blog title: software, ontologies, digital asset management, content management, content management systems, information architecture, and governance, and this is not surprising. I am a little more surprised at the popularity of topics “Taxonomies vs. Classification,” Taxonomies vs. Thesauri,” and especially “Topic and Document Types in Taxonomies."

Other posts with high pageview numbers (although not in the top 10) include “Card Sorting and Taxonomies,” “Taxonomies and Content Management, “Evaluating Taxonomies,” Faceted Search vs. Faceted Browse,”  and “Business Taxonomies”

Blog posts that were less popular (besides the first two) were ones about taxonomists, and not taxonomies, such as “The Remote Taxonomist” and “Mentoring Taxonomists” The post on “Multilingual Taxonomies” surprisingly has one of the fewest page views, but I had posted this also in my first month, November 2011, of the blog, when the blog was not well known.

Some posts will get high numbers of visits based on their titles, and some will not, such as “Tags and Categories” or “Taxonomies for Multiple Kinds of Users,” even if the topics are of particular interest to taxonomists. It seems as if I have already posted on all of the leading topics related to taxonomies, and there is not much more to write about. However, here will continue to be interesting topics to write about, but I may simply run out  of blog post titles that have high SEO value.

Monday, October 31, 2016

Taxonomy Boot Camp London Conference

I was fortunate to attend and present the inaugural Taxonomy Boot Camp London conference earlier this month. After 11 successful years in the United States (initially in New York in 2005, then for four years in San Jose, CA, and six years in Washington, DC), Taxonomy Boot Camp held its first overseas conference at the Olympia Conference Centre in London, October 17-18, 2016. Although taxonomy related topics are presented at many other conference, Taxonomy Boot Camp remains the only conference dedicated to taxonomies.

Conference Format 

The conference was very similar and comparable to Taxonomy Boot Camp in the U.S., with respect to scope and range of topics covered, level of detail, and quality. The only different was some more UK examples/case studies, rather than US examples/case studies.  Sessions were also a similar mix of general topics and case studies. The format was also similar, but not identical.  Whereas the U.S. conference has, in recent years, two tracks on the first day and a combined track the second day, Taxonomy Boot Camp London maintained two tracks on both days, except for the keynotes and one plenary session. As a result, I had to make more decisions about which sessions to attend. The number of speakers is about the same at both conferences, so by holding more concurrent sessions, Taxonomy Boot Camp London had slightly longer sessions per speaker on average. At Taxonomy Boot Camp in the U.S., an individual speaker may speak for only 15-20 minutes in many sessions. A half-day afternoon pre-conference workshop on “Taxonomy Fundamentals” was also part of Taxonomy Boot Camp London, whereas Taxonomy Boot Camp in the U.S. has not had half-day pre-conference workshops, shared with KM World, since 2009, as now the conference starts on the Monday of the KM World pre-conference workshops. Instead, Taxonomy Boot Camp in the U.S. has a 1.5-hour taxonomy basics session on the first day, concurrent with other sessions. 

Attendance was strong for a first time specialized conference with 173 (including 42 speakers). While not as many attendees as Taxonomy Boot Camp in the Washington, DC, which has about 200, this was more attendees than the U.S. Taxonomy Boot Camp conference in its earlier years.  There was, as expected, greater international participation from throughout Europe. There were probably slightly more whose interest in taxonomies is for internal organization information management, rather than for published content, whether corporate, nongovernmental organization, or government agency. While there were some publishers, there was a noticeable lack of those involved in ecommerce. I led the half-day pre-conference workshop, and received the list of 37 attendees and their affiliations for the workshop, and I assume they are a representative sample of the conference attendees.

As with Taxonomy Boot Camp in the U.S., the conference is not held by itself, but is co-located with another conference by the same organizer, Information Today Inc. Whereas in the U.S. Taxonomy Boot Camp is currently co-located with KM World, Enterprise Search & Discovery, and SharePointSymposium, Taxonomy Boot Camp was co-located with Internet Librarian International (ILI), which has been taking place in London every October since 2008. Taxonomy Boot Camp London and ILI (which now has the tagline “The Library Innovation Conference”) are not as integrated as Taxonomy Boot Camp and KM World are. The attendees were more distinct in their professions and interest. Whereas in the U.S. attendees may register for a “platinum” pass which allows access to any of the co-located conference sessions, in London the registrations for the two conferences were distinct. There were no shared keynotes, and meals and breaks were in slightly different areas.  Taxonomy Boot Camp attendees had access to the ILI sponsor booths, but ILI attendees did not have access to the three Taxonomy Boot Camp sponsor booths, which were located within one of the session rooms. I imagine this might change in the future, if the number of Taxonomy Boot Camp London sponsors grows. On the other hand, the relatively contained nature of Taxonomy Boot Camp London made it excellent networking opportunity.

Taxonomy Boot Camp London also had an association partner, the International Society for KnowledgeOrganization (ISKO), whose UK chapter is very active. Its chapter for Canada and the United States is not so active. It’s membership also tends to be more academic, with variations by chapter, but its vice president, Stella Dextre Clarke, who gave a brief presentation, said that the organization hoped to broaden its membership more beyond academia.

Specific Sessions

The two keynotes, one on each morning, were both excellent and relevant to the audience. Mike Atherton, a content strategist at Facebook and formerly and information architect at the BBC for its websites, spoke on “Designing Future-Friendly Content” as the opening keynote. He presented a case study of designing the website for the IA Summit conference, which is redone every year. Some of his key points were: Agree to the strategy, argue the tactics. Stand up for taxonomy for information architecture. Be a teacher. 

Patrick Lambe, partner of the knowledge management consultancy Straits Knowledge, and a frequent speaker at Taxonomy Boot Camp in the U.S., presented the second day’s keynote: “Gathering evidence for a taxonomy – knowledge mapping or content modellings.” He spoke of the key issues/decision points as: purpose, constraints, principles, and scope. He said that subject matter experts should only be engaged for feedback on specific questions at the end of a taxonomy project. Design is based on evidence and desired outcomes. Warrant is the evidence behind the design and includes content warrant, user warrant, and standards warrant. There are different approaches for building different kinds of taxonomies. For building an internal/enterprise taxonomy, Patrick recommends undertaking knowledge auditing and knowledge mapping, mapping both activities and assets. For building an external-use taxonomy, or one with both internal and external sources and scope, knowledge mapping does not work. Rather, content modeling is done with use case scenarios and just a sampling of content.

Other informative sessions of note included “How to fast-track taxonomy projects using linked data” by Dave Clarke, CEO of Synaptica. He explained the difference between linked open data and linked enterprise data (behind the firewall), and both have their uses and benefits. Mapping to linked open data resources can be done for semantic enrichment, pulling information from outside into an organizational system. 

Ben Licciardi, Manager (consultant) at PwC, presented "Taxonomies and the systems in which they reside: Is the technology-agnostic approach right for you?" He presented the benefits of both scenarios. Developing a technology-agnostic taxonomy, in addition to enabling the taxonomy to be used in different systems, also gets you thinking outside the box and helps future-proof the taxonomy. A system-focused taxonomy, on the other hand, keeps you grounded in reality, is designed to the customers, and is budget-conscious.

A panel comprising two consultants and a user experience architect spoke in a session titles “Working within multi-disciplinary teams - taxonomist tales from the trenches.” Among other things, they discussed that more people want to be involved on the team of developing taxonomies, and more people should be talked to, including scrum masters, QA team, tech leaders, user experience people, software people, content strategists, product managers, business analysts, data modelers, enterprise architects, etc.  

Congratulations to conference chair Helen Lippell for a successful conference. The date for the next Taxonomy Boot Camp London conference has already been set for October 17-18, 2017, at the same venue.

Friday, September 30, 2016

Directories and Databases of Published Controlled Vocabularies

A source of published controlled vocabularies (taxonomies, thesauri, ontologies, etc.) can be useful for different purposes. Sometimes, finding a vocabulary to license and reuse is the objective, whereas in other cases finding a vocabulary to consult as a source for confirming individual terms and relationships is the goal. Thus, different kinds of directories or databases of controlled vocabularies may be of interest.

In some cases, an individual or organization has a project involving a set of content that would benefit from controlled vocabulary tagging to make it findable/retrievable/discoverable, but lacks the time or resources to build a taxonomy from scratch. Licensing an existing controlled vocabulary may seem like a preferable option. This can be a reasonable solution, depending on the content and scope of the controlled vocabulary in question. In many cases, what is desired is the use of an existing controlled vocabulary as a starting point that can then be edited and expanded to customize it for a specific use. Either case involves the licensing of a controlled vocabulary.

Taxonomists who build taxonomies from scratch or edit proprietary taxonomies like to consult available controlled vocabularies on the same subject to help determine the ideal wording of a term, the inclusion of additional synonyms, and the relationship of the term to others. The results may vary in different controlled vocabularies because they serve different purposes and audiences, but taxonomists know to take that into consideration. In these cases, licensing an entire controlled vocabulary is not needed. Simply viewing a controlled vocabulary and its term relationships is adequate.

If you are interested in licensing a complete controlled vocabulary, you will need to consider both commercial/proprietary controlled vocabularies that require a fee for a license, and public/open source controlled vocabularies that are available for free. Some collections comprise only open source vocabularies. While free is nice, the free license may carry a restriction of no commercial use and/or no modifications in use. So, for commercial or for modified reuse, make sure you consult a controlled vocabulary directory that includes proprietary controlled vocabularies.

If you are interested in merely looking up terms a controlled vocabulary, it is the public, not proprietary, controlled vocabularies that are fully accessible. Therefore, it’s more convenient to consult a database/directory of controlled vocabularies that includes only public vocabularies and preferably either hosts those vocabularies or directly links to the browsable/searchable vocabulary, rather than simply redirecting to the controlled vocabulary publisher’s website, where you may have to hunt around to find access to the controlled vocabulary, if it is even accessible at all.

Comprehensive database-directories of controlled vocabularies


Comprehensive directories are large, listing hundreds of controlled vocabularies, so they are managed as databases, with database records for each referenced controlled vocabulary and search filters, such as vocabulary name, publisher’s name, and subject. There are database record pages with more details for each named controlled vocabulary, including a link to the publisher’s website. The link may or may not be to a navigable controlled vocabulary. The most comprehensive such databases are the following two:

Basel Register of Thesauri, Ontologies & Classifications (BARTOC)
BARTOC, launched in 2013, is a comprehensive database/registry of controlled vocabularies (“knowledge organization systems”) created and managed by the Basel University Library (Switzerland). The database currently lists 1,948 vocabularies of all kinds, in all languages, in all subject areas, and in various publication formats. The database of vocabularies is hosted on Drupal, and advanced search filters comprise the top 10 Dewey Decimal Classification categories, 568 hierarchical Topics, Language, Location, and Type (categorization scheme, classification scheme, dictionary, gazetteer, glossary, list, name authority list, ontology, semantic network, subject heading scheme, synonym ring, taxonomy, terminology, and thesaurus). Links are to the publisher site and sometimes directly to a navigable thesaurus. Despite its comprehensiveness, BARTOC only has a few commercial, proprietary controlled vocabularies.

Taxonomy Warehouse
Taxonomy Warehouse, launched in 1999, is a comprehensive database of varied controlled vocabularies created and managed by the thesaurus management software vendor Synaptica LLC. The database currently lists 763 vocabularies of all kinds in all subject areas from 330 organizations in various publication formats. The database of vocabularies is hosted on the Synaptica software platform, and it can be searched or alphabetically browsed (one page per letter of the alphabet), or browsed by 225 hierarchical subject categories. Unlike BARTOC, vocabularies included are only in English or multilingual including English. Synaptica is much more comprehensive than BARTOC in its inclusion of entries for proprietary controlled vocabularies, such as those of Gale and WAND, which may be licensed for a fee from their publishers but then do not preclude modification or commercial reuse. While a number of links are dead, an overhaul update is planned in coming months.

Hosted vocabulary registries


A hosted “repository” of vocabularies can be useful, because all the vocabularies are navigable through the same user interface on the same site. You can even search for a vocabulary term across multiple controlled vocabularies at once. As publicly accessible vocabularies, many of these can also be downloaded from the site for noncommercial use. This type of database exists mostly for ontologies, because they conform to Semantic Web standards for exchange of information over the web and thus don’t require a lot of data conversion to be hosted, but Linked Data SKOS vocabulary collections are starting to appear. (Note that ontologies are structured and displayed slightly differently than taxonomies or thesauri, so they may not be as useful as reference sourced for editing taxonomies or thesauri.) Publicly accessible ontologies tend to be in the biomedical sciences, so the subject area is also more limited and the ontology databases are aimed at subject matter experts. Vocabulary repositories of this kind include the following two, among many others:

Research Vocabularies Australia
Research Vocabularies Australia is a controlled vocabulary "discovery service" of the Australian National Data Service (ANDS), launched in September 2015. It currently comprises 74 vocabularies, mostly in the sciences, and is intended to grow. About half of the vocabularies are hosted on the ANDS website, and their hierarchies can be browsed and terms can be searched upon in a common user interface. These are Linked Data SKOS vocabularies, not ontologies, and include taxonomies, thesauri, and simple term lists. Vocabulary publishers comprise 33 governmental nongovernmental organizations, Australian and other. The collection of vocabularies can be searched and can be filtered by Subject, Publisher, Language, and License. Although not as large as ontology-only repositories, Research Vocabularies Australia is a significantly large repository of easy-to-access controlled vocabularies all in one place, and thus is a good source for researching terms or for downloading noncommercial-use vocabularies.

Bioportal is a biomedical ontology repository service of the National Center for Biomedical Ontology (NCBO) comprising 516 ontologies, many of which can be downloaded directly from the site. The vocabularies can be searched or browsed, with search filters including controlled fields for Category, Group, and Format. Filters for sorting the list of ontologies are by Popular, Size, Projects, Notes, and Upload date. One can also search for a class (term) within multiple ontologies. A great deal of metadata and summary information is provided for each vocabulary, including history of uploads, a graph of downloads, and a table of metrics, which includes the number of classes, individuals, properties, maximum depth, children, etc.

Ontobee, hosted by the He Group (of Dr. Yongqun “Oliver” He) of the University of Michigan Medical School, provides a sortable tabular list of 181 biomedical ontologies, which can each be individually searched and browsed directly the Ontobee website. Furthermore, terms can be searched in the Ontobee linked data server across all 181 ontologies. The ontologies (with the OWL file extension) can be downloaded, and lists of terms (more useful references for taxonomists) can be downloaded as Excel or text files.

Vocabularies listed on educational or professional organization sites


Some organizations list a sampling of vocabularies in all subject areas to serve as educational examples of different kinds of vocabularies, aimed more at students and professionals in the area of library and information science than for subject matter experts. These vocabulary collections tend to include only vocabularies that can be accessed and navigated on a public website, so they are a good source when researching individual terms. Examples of vocabulary collections of this type include those on the following sites:

American Society for Indexing
“Online Thesauri and Authority Files” is a webpage alphabetical list of about 25 vocabularies, mostly thesauri, in varied subjects with links directly to the browsable vocabularies. While the number of vocabularies is not large, it is maintained, and it is a practical resource for looking up terms in varied thesauri. They are meant to be examples for professional indexers who are also interested in working in thesaurus construction.

Charles Sturt University - School of Information Studies
“Information Organisation Vocabularies” is a webpage under the section “Links and Resources for Students” on this Australian university site. It comprises an alphabetical, sortable table of 328 vocabularies, although there is no explanatory text. The list can be sorted by column headers: Name, Author, Year, Publisher, and Keywords (uncontrolled). There is also a filter-search feature which aids in finding a desired subset of vocabularies. The links to the vocabularies link to the navigable vocabulary on the publisher site or, in the case of a few older vocabularies, to a PDF print thesaurus. Although there are a number of dead links and nothing has been added since 2014, the number of correct links directly into navigable vocabularies is significantly large, so this is a useful resource.

Vocabularies listed on software vendor sites

Some thesaurus/ontology management software vendors provide a sampling of vocabularies in various subject areas created in their tools, aimed at users or potential users of the tool. These vocabularies tend to be directly browsable, but the qualities of the vocabularies may be inconsistent, so care should be taken in using them as an authoritative source. Vocabulary collections of this type include those created in the following software tools:

PoolParty (The Semantic Web Company)
Has an alphabetical list of about 30 web-browsable Linked Data vocabularies, most of which are in English and almost all of which are hosted by The Semantic Web company. Some are very small and were built by the Semantic Web company staff as examples, and some are public thesauri that were imported into PoolParty. In addition to being browsed, almost all of the thesauri can be downloaded, too.

Has a tabular list of "known cases" of over 400 vocabularies managed in TemaTres, some hosted on the TemTres site and some of which link to vocabularies on the owner's server. Table columns are for title, scope (either the number of terms or a description), language, and URL. The vocabularies are in all languages, with a slightly higher proportion in Spanish, due to the fact that TemaTres is developed in Argentina, and only a minority of which are in English. The search feature has limitations due to the inconsistent use of scope descriptions and the fact that titles and descriptions are in different languages.

Has a small sampling of 10 web-browsable thesauri in varied subject areas, of which 7 are in English. Some are hosted on the MultiTes site and some are hosted on the thesaurus publisher sites.

Has links on its VocBench “community” page to about a dozen national and international organizations and two higher education institutions with VocBench-created vocabularies. In some cases the links are to the browsable thesauri, but in other cases the links are just to the organization websites, and the thesauri, if available, are not so easily found.

Has a wiki page that lists and links to websites of ontology publishers in three categories: 80 OWL ontologies, 19 Frame-based ontologies (those ontologies that were developed using the Protégé-Frames editor), and 8 in other ontology formats. Some of the links are dead, some are to the websites of the ontology owners, and some are directly to the XML file. Since the links are not to the navigable ontology in a browser, this list of ontologies is not useful as a source for checking terms, but it is a good source for downloading ontologies, if you have the right software to read them.