SAGE's Keith Lawrenz spoke about the SRM Methods Map at the Publishing Business Conference & Expo on September 23: http://www.publishingbusiness.com/agenda/overview/type/stm+and+scholarly/

1. Bootstrapping a Semantic Visualization with
Duct Tape and Bailing Wire
SAGE Research Methods
Methods Map
Los Angeles | London | New Delhi
Singapore | Washington DC

2. SAGE overview
● Independent, global scholarly publisher
● Books, journals, reference, databases
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

3. Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

4. Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

5. Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

6. Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

7. Overview
●
●
●
●
●
770 terms
1,387 synonyms
700 related term relationships
605 people
12,600 books, chapters, journal articles
and videos have applied terms
● 37,000 terms applied terms
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

8. The critical roles
●
●
●
●
●
Content Expert - Research Methods Editor
Product Development Manager
Project Manager/Business Analyst
XML Analyst
Front End Developer
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

9. Iteration #1 - taxonomy
● Editor documents taxonomy in Excel
● Front-end developer provides taxonomy schema
● XML Analyst normalizes terms and converts from
Excel to XML
● Project Manager manages
● Front-end developer creates visualization
● Product development manager and Editor hate it
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

10. Iteration #2 - ontology
● Editor documents ontology in Excel
● Front-end provides ontology schema
● XML Analyst normalizes and converts from Excel
to XML
● Project Manager manages
● Front-end developer creates broken visualization
● Product development manager and Editor hate it
less
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

11. Iteration #3 – ontology-2
● XML Analyst converts from XML to Excel
● Editor changes ontology in Excel
● XML Analyst converts back from Excel
• Ensuring a directed acyclic graph (DAG)
● Project Manager manages
● Front-end developer refines visualization
● Product development manager and Editor like it
but are ready to give up when they understand
that we need to apply terms to content
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

12. Iteration #3 – apply terms
● XML Analyst creates apply-term worksheets
• Content XML to HTML through a
“recommendation” filter (XQuery)
● Editor hires PhD RM candidates to complete
worksheets
• 2 or 3 was optimal for our project (2 months)
● Worksheets generate an email to XML analyst
● XML Analyst extracts applied terms from emails
and generates RDF-XML
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

13. Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

14. Iteration #4 – efficiency
● Apply terms application
• Enables edits
• Eliminates emails and term worksheets
● Ontology manager application
• Ensures DAG
● Automate content QA and delivery through
our SAGE Online Content Repository
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

15. Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

16. Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

17. Learnings
●
●
●
●
Standards
KISS
Iterate manually first
Build efficient process later
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

18. Results
● Awards
● Reviews
● User Experience
• 20% of users use the Methods Map
• 90% reach content
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC

19. Keith Lawrenz
Sr. Business Analyst and Content Systems Supervisor
Publishing Technologies, SAGE Publications
keith.lawrenz@sagepub.com
www.sagepub.com
Making Semantics Work, Publishing Business Conference and Expo 2013
Los Angeles | London | New Delhi
Singapore | Washington DC