1. Leveraging Your Taxonomy to Increase User Productivity MAIQuery and TM Navtree

2. 2 Taxonomies aid site organization Taxonomy provides: Framework for content organization Hierarchical outline of your content by subject categories Basis for effective browsing

3. 3 Integrated taxonomy enhances findability Browsable categories of a directory Smart search for term equivalents Taxonomy terms (original or modified) as labels Navigation aids incorporate taxonomy terms and relationships

4. 4 Example Search: body growth Complete database (60,000 + titles) Free text search 8 hits — some irrelevant Free text search on titles 6 hits — limited recall Search by taxonomy descriptor (AKA subject term or category) 470 hits 100% relevant 100% recall

5. 5 Increasing User Productivity Items in an information collection can be retrieved with better precision (relevance) and better recall by using a controlled vocabulary to assign subject terms (key words) to them How do you connect your users to the controlled vocabulary?

6. 6 Connecting Users 1. Use the rulebase you’ve developed for machine aided indexing (MAIQuery) 2. Use the controlled vocabulary itself (TM Navtree)

7. 7 MAI’s talents MAI (Machine Aided Indexer) helps authors and editors assign effective subject terms automates the assignment of subject terms to items in legacy collections

8. 8 M.A.I. suggests the correct terms from the taxonomy as descriptors M.A.I. rulebase recognizes term equivalents germs  Microorganisms vaccin*  Pharmaceutical drugs Recognizing term equivalents enables enhanced search Taxonomy terms on documents help sort and organize the content

9. 9 MAI’s “hidden talents” MAI can also: Provide for the appropriate preferred term when given a word or phrase Return preferred terms for uses of the word in different contexts

10. 10 More “hidden talents” MAIQuery can: Show related terms from the thesaurus to broaden a search Show the rules and preferred term’s scope notes to clarify how the preferred term relates to others in the thesaurus

11. 11 Presenting: MAIQuery™ Web page presents a search box that will use the MAI rulebase Can be in addition to full text search and advanced search User enters a word or phrase in the search box MAI searches the rulebase for any occurrences of the word(s)

12. 12 MAIQuery

13. 13 the MAIQuery demo Uses web pages and php coding: Passes the search words to “dosearch.php” dosearch.php passes the term to MAI’s concept extractor MAI returns a list of suggested terms from the controlled vocabulary

14. 14 Suggested terms The term Music is suggested by the rule for music*(1) Click on the first (the preferred term ) to see the term record; click on the second to see the MAI rule The term Instrumental Music is suggested by the rule for music*(1) Click on the first (the preferred term) to see the term record; click on the second to see the MAI rule

15. 15 Options Thesaurus Master can be queried to show the term record Broader term Narrower terms Use For terms (“synonyms”) Related terms Scope notes

16. 16

17. 17 MAI can be queried to return the rule that includes the search word(s) Options, continued

18. 18 Show the rule

19. 19 Options, continued Your database/index of items is then queried to bring back the records in your collection that are indexed with the preferred term For our demo, we wrote an xquery request into the gettitles.php file Our 1100-title demo records are maintained by a MarkLogic server

20. 20 A list of items

21. 21 Choose the item Your user clicks on the item(s) appropriate to their query The document details (or the item itself) is returned

22. 22 The right stuff

23. 23 How’s it working? What words and phrases do your users search for? a search log can record “misses” a user focus group can suggest additions subject matter experts can help in their area of expertise

24. 24 Fine tuning Modify your taxonomy to respond to more words add common misspellings to rules add alternate words as Use For terms (synonyms) in the thesaurus (or as additions to the rules) consider terms for addition to the thesaurus (candidates)

25. 25 The advantages MAIQuery connects your user with the controlled vocabulary Your user can review term records and rulebase rules to learn more about your taxonomy Your user becomes more productive

26. 26 Another way to connect users Category search used more than half the time for research Also known as directory search, your user “drills down” from general to specific

27. 27 Value of Category search Searchers find info 50% faster using browsable categories than using list returned from free text search Results even stronger when results not in top 20 returns Searchers prefer browsable category search Chen, H., and Dumais, S.

28. 28 Search – the Directory Approach

29. 29 Category: Business and Economy

30. 30 Results: Business Libraries

31. 31 Your Thesaurus as Directory Present your controlled vocabulary as a guide to your collection

32. 32

33. 33 Thesauri OnLine Australian Governments' Interactive Functions Thesaurus – AGIFT http://www.naa.gov.au/recordkeeping/thes aurus/000482.htm http://www.naa.gov.au/recordkeeping/thes aurus/000482.htm Transportation Research Thesaurus – TRT http://ntl.bts.gov/trt/trt_topterms.jsp http://ntl.bts.gov/trt/trt_topterms.jsp NBII (National Biological Information Infrastructure) http://thesaurus.nbii.gov/SearchNBIIThesa urus/about.faces http://thesaurus.nbii.gov/SearchNBIIThesa urus/about.faces

34. 34 Presenting: TM Navtree Your thesaurus presented as a navigation aid User “drill down” with all the neighboring terms visible Each term indicates the number of documents indexed with it Terms are hyperlinks to a list of items

35. 35 A hierarchical tree

36. 36 See full topic coverage by revealing Narrower Terms

37. 37 Choose a term Click on a term, get the titles indexed with it

38. 38 Choose a title Click on a title, get its details (or bring up the item)

39. 39 How it’s done We used PHP Levels, an open source application from SourceForge to create the tree An exported XML version of the thesaurus is parsed to produce the required text file to populate the tree The content manager is queried for the document totals

40. 40 How it’s done, continued When a term is selected, it is passed to a gettitles.php A bit of php code connects to the content manager and returns a string of data about each title The web page displays the data in the format desired

41. 41 The advantages TM Navtree Top Terms describe the organization of your collection(s) Narrower terms help your user hone in on the most appropriate term Adjacent terms impart connotation

42. 42 The advantages ALL the records indexed with the chosen term are returned Your user finds what’s needed more quickly and is more productive

43. 43 Questions? Comments? Try out the demo at www.mediasleuth.com See more details: Data Harmony Programmer Interface for Web Applications Thank you. Mary Garcia

44. 44 MAI Query and NavTree from Data Harmony Making Users More Productive