Overview of taxonomy, metadata, and how to create related deliverables. Geared to an audience familiar with content management systems/user experience.

1. Taxonomy & Metadata for UXers March 21, 2011 Page 1© 2008 Razorfish. All rights reserved.

3. Characteristics of a taxonomy

5. How to create a taxonomy

6. How to create a metadata schema

8. allow for dynamic content delivery across the entire site;

9. be easy for editors and content producers to understand and use;

11. non-repetitive

12. built in the back-end for the CMS/ for tagging

13. in sync with the nomenclature of the navigation/sitemapParent Child

15. non-repetitive

16. built in the back-end for the CMS/ for tagging

17. in sync with the nomenclature of the navigation/sitemapOne tag Multiple parents

19. non-repetitive

20. built in the back-end for the CMS/ for tagging

21. in sync with the nomenclature of the navigation/sitemapFront end tag For the CMS

23. non-repetitive

24. built in the back-end for the CMS/ for tagging

25. in sync with the nomenclature of the navigation/sitemapWas approved pre-taxonomy, so the taxonomy had to use it.

26. Page 8© 2008 Razorfish. All rights reserved. What isn’t a taxonomy, but is related? Faceted Navigation User-facing navigation with multiple filters and categories Usually reflective of back end taxonomy; must be in sync This term is debatable. Sometimes called “navigational taxonomy.” Probably in the actual taxonomy Probably not in the actual taxonomy

30. How to Create a Taxonomy

31. How to Create a Metadata Schema

33. What will be done with the content in the future?

34. What are the capabilities of the CMS?

35. What are the realistic capabilities of the editorial staff and tech team?

37. Page 14© 2008 Razorfish. All rights reserved. How to create a taxonomy PEOPLE Ex-Con Philanthropist Musician Actor 6. Create tags. Instead of repeating them, give them multiple parents. Paris Hilton

38. Page 15© 2008 Razorfish. All rights reserved. How to create a taxonomy Fergie 7. Create synonyms for words that won’t be picked up by keywords. Stacey Ferguson The Dutchess Miley Cyrus Hannah Montana

39. Page 16© 2008 Razorfish. All rights reserved. How to create a metadata schema Ask, “What is every single piece of data relevant to this site?” Ask, “What will people search for?” Ask, “What other ways can I classify the content?” Define these base on both the client and user needs. (Some will be visible on the presentation layer, some only in the CMS.) Condense and connect.

40. Page 17© 2008 Razorfish. All rights reserved. How to create semantic relationships has family member Person: Actor: Ashley Olsen Ask, “How can the tags/term be connected to each other?” Make the relationships evergreen, so that they never have to be deleted or untagged. For example “Has been in a relationship with” rather than “Is dating.” Include inverse and synonymous relationships. For example, “Has been a client of” is the inverse of “Has been the stylist to.” There is no need to create parent-child relationships. These are in the taxonomy. Person: Actor: Mary-Kate Olsen has worn designer Person: Designer: Badgley Mischka

41. Page 18© 2008 Razorfish. All rights reserved. Coming soon! Ontology 101 (everything together) PEOPLE Producer Designer Musician Actor Diddy has alias Puff Daddy has alias Sean John has alias Sean Combs has alias Citizen Combs has been involved with Jennifer Lopez JLo has alias has been involved with Kim Porter Kim Porter has child with Mary J. Blige has worked with

42. Page 19© 2008 Razorfish. All rights reserved. Quick Reference Metadata schema: Data parameters for specific fields or elements. Navigational taxonomy / faceted navigation: User-facing navigation with multiple filters and categories.Ontology: The taxonomy and all the corresponding relationships and data. Semantic relationships: The verbs that connect the tags in the taxonomy. Taxonomy: A list of words in a hierarchy.

43. Thank You Page 20© 2008 Razorfish. All rights reserved. Dawn Bovasso dawnbovasso@gmail.com