1. Strategies LLC Taxonomy 28 August 2007Copyright 2007 Taxonomy Strategies LLC. All rights reserved. Metadata and Controlled Vocabularies Global Corporate Circle Working Session Joseph Busch

2. 2 Taxonomy Strategies LLC The business of organized information Focus of this session v Best practices for specifying and using controlled vocabularies in DC-compliant information management applications.  Tradeoffs and best practices around organization-dependent vs. sharable common controlled vocabularies.  Tagging content for internal vs. external audiences using the same metadata and controlled vocabularies.  When and how to map different taxonomies to each other.

3. 3 Taxonomy Strategies LLC The business of organized information For us, taxonomy work includes: v Metadata specification defines the properties needed to describe content so that it can be found & used. v Vocabularies are collections of terms that are used to specify some of the metadata properties.  Some vocabularies are big and hierarchical, some are small and flat. v An application profile specifies what metadata & vocabularies are required, and then represents them formally.

4. 4 Taxonomy Strategies LLC The business of organized information Best practices (1) v Intranet and public taxonomies should be based on a common metadata specification and shared value vocabularies. v Some metadata attributes are directly mapable to DC, some will be local (locally declared). v Use qualified Dublin Core attributes. v Some vocabularies are sharable industry standards, while others will be organization-dependent. v Some value vocabularies will be particularly relevant to intranet content.

5. 5 Taxonomy Strategies LLC The business of organized information Element Data Type Length Req. / Repeat SourcePurpose Asset Metadata … TitleStringVariable1User suppliedText search & results display. Content TypeStringVariable1Local Value Voc Group & filter search results. CenterStringVariable1Local Value Voc Date Fixed1System suppliedPublish, feature, review content. Subject Metadata … ActivityStringVariable*Local Value Voc Search for, browse, group & filter search results. LawStringVariable*Standard Value Voc ProductStringVariable*Standard Value Voc BrandStringVariable*Standard Value Voc CompanyStringVariable*Standard Value Voc ConditionStringVariable*Standard Value Voc TopicStringVariable*Local Value Voc Link Metadata … RelationStringVariable*Validate by lookupReference related resources. Use Metadata … AudienceStringVariable*Local Value Voc Target, personalize content. GeographyStringvariable*Standard Value Voc Legend: ? – 1 or more * - 0 or more FDA Metadata specification (excerpt)

6. 6 Taxonomy Strategies LLC The business of organized information Element Data Type Length Req. / Repeat SourcePurpose Asset Metadata … TitleStringVariable1User suppliedText search & results display. Content TypeStringVariable1Local Value Voc Group & filter search results. CenterStringVariable1Local Value Voc Date Fixed1System suppliedPublish, feature, review content. Subject Metadata … ActivityStringVariable*Local Value Voc Search for, browse, group & filter search results. LawStringVariable*Standard Value Voc ProductStringVariable*Standard Value Voc BrandStringVariable*Standard Value Voc CompanyStringVariable*Standard Value Voc ConditionStringVariable*Standard Value Voc TopicStringVariable*Local Value Voc Link Metadata … RelationStringVariable*Validate by lookupReference related resources. Use Metadata … AudienceStringVariable*Local Value Voc Target, personalize content. GeographyStringvariable*Standard Value Voc Legend: ? – 1 or more * - 0 or more FDA Metadata specification (excerpt) DC.Title DC.Type DC.Publisher DC.Date Local DC.Subject DC.Relation DCterms.Audience DC.Coverage DC.Format=“text/html”, DC.Language=“en” Blue Book Orange Book Yellow Book ICD9 USGS

7. 7 Taxonomy Strategies LLC The business of organized information AudienceTypeGeographyCenterSubject Activity Product Condition Law Brand Company Topic FDA* Taxonomy * U.S. Food and Drug Administration All facets and sub-facets

8. 8 Taxonomy Strategies LLC The business of organized information AudienceTypeGeographyCenterSubject Activity Product Condition Law Brand Company Topic FDA Taxonomy* Consumers Employees Healthcare Industry Administration Application & Approval Grant-Making & Sponsorship Investigation & Enforcement Public Awareness Research Rule-Making Training & Education * U.S. Food and Drug Administration Directories Dockets Forms Instructions & How-To Job Information News Policies & Procedures Product Alerts Product Information Product Lists Publications Recalls Subject Indexes Tools & Databases Transcripts & Statements Warning Letters Intranet facets– a taxonomy subset

9. 9 Taxonomy Strategies LLC The business of organized information FDA.gov tagging example: Information about what to do about bad spinach. Taxonomy FacetTag Values DC.TypeRecalls DC.PublisherCFSAN DC.Subject.ActivityPublic Awareness DC.Subject.Lawn/a DC.Subject.ProductFood: Produce DC.Subject.Brandn/a DC.Subject.Companyn/a DC.Subject.ConditionGastroenteritis DC.Subject.TopicFood Safety DCterms.AudienceConsumers DC.Coveragen/a

10. 10 Taxonomy Strategies LLC The business of organized information FDA.gov tagging example: Information on “Accutane” for patients. Taxonomy FacetTax Values DC.TypeProduct Information DC.PublisherCDER DC.Subject.ActivityPublic Awareness DC.Subject.Lawn/a DC.Subject.ProductDrugs: Prescription Drugs DC.Subject.BrandAccutane; isotretinoin DC.Subject.Companyn/a DC.Subject.ConditionDisease: Acne DC.Subject.TopicDrug Information; Consumer Education DCterms.AudienceHealthcare; Consumers DC.Coveragen/a

11. 11 Taxonomy Strategies LLC The business of organized information Inside.FDA tagging example: Instructions on how to replace a security badge. Taxonomy FacetTag Values DC.TypeForms; Instructions & How-To DC.Publisher[applicable organizational dept] DC.Subject.ActivityAdministration DC.Subject.Lawn/a DC.Subject.Productn/a DC.Subject.Brandn/a DC.Subject.Companyn/a DC.Subject.Conditionn/a DC.Subject.Topicn/a DCterms.AudienceEmployees DC.Coveragen/a

12. 12 Taxonomy Strategies LLC The business of organized information Conf. Best practices (2) v Intranet and internet content should share a common repository, but not replicate the same content in two places. v Tag content for appropriate audiences.  E.g., Public, Internal, Confidential IntranetInternet Internal Public Internal IntranetInternet IntranetInternet Content Internal Public

13. 13 Taxonomy Strategies LLC The business of organized information Mapping taxonomies v More complicated approach than multiple attributes with multiple value vocabularies. v Cases:  One-to-one.  One-to many.  Parallel, independent hierarchies. v If mapping is done, then business rules can be used to  Automatically add attribute values.  Improve search.  Create multiple views into the same content. v An ontology specifies typed associative relationships  Typically “Is a” relationships.

14. 14 Taxonomy Strategies LLC The business of organized information Taxonomy mapping CaseLevelBenefitExample One-to-oneEasyAutomatic switchingIvory Coast = Côte d’Ivoire One-to-manyMediumAutomatic hedging (broadening/ narrowing) Czechoslovakia = Czech Republic; Slovakia Parallel, Independent Hierarchies HardMultiple views of same information space Geographic vs. Political

15. 15 Taxonomy Strategies LLC The business of organized information AudienceTypeLocationOrganizationProducts Product Line Application Technology Industry Taxonomy Person “Is a” Groups of Products Advanced relations

16. 16 Taxonomy Strategies LLC The business of organized information Product relationships provide tagging rules for product groupings ProductProduct Line TechnologyApplicationIndustry Oracle Business Activity Monitoring Oracle Fusion Middleware Application Server; Middleware; SOA PeopleSoft Collaborative Supply Management PeopleSoft Enterprise Supplier Relationship Management Siebel ClinicalSiebelClinicalLife Sciences & Pharma Product names are consistent labels Generic labels

17. 17 Taxonomy Strategies LLC The business of organized information press room application http://pressroom.oracle.com/prNavigator.jsp http://pressroom.oracle.com/prNavigator.jsp “Is a” Groups of Products

18. 18 Taxonomy Strategies LLC The business of organized information events application http://events.oracle.com/ http://events.oracle.com/ “Is a” Groups of Product “Is located” powers Google Maps mash-up

19. Strategies LLC Taxonomy 28 August 2007Copyright 2007 Taxonomy Strategies LLC. All rights reserved. Questions jbusch@taxonomystrategies.com jbusch@taxonomystrategies.com +1-415-377-7912

20. 20 Taxonomy Strategies LLC The business of organized information GCC (Global Corporate Circle) Topics v Change focus to large organizations including governments & government agencies.  Enterprise-Wide Metadata Applications Community (EnMAC)  Is this agreeable? v 2007-2008 activities.  Best practices case studies.  Identify and describe projects that are using DC. – What is the best way to do this?  Other activities?