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Folksonomy:
A hated word but a loved resource
                 Thomas Vander Wal
      Presented to: De Montfort Universithy
      Leicester, England :: 18 September 2007
            InfoCloud Solutions, Inc. - 2007
What Is A Tag?


 InfoCloud Solutions, Inc. - 2007
Tagging: Definition

    Simple data/metadata externally applied to
❖
    an object
    Used for sorting
❖

    A hook for aggregating
❖

    Provides identifier and/or description
❖

    Personal markers
❖



            InfoCloud Solutions, Inc. - 2007
History of Tagging
The “F” Word


InfoCloud Solutions, Inc. - 2007
Folksonomy


InfoCloud Solutions, Inc. - 2007
Folksonomy: Definition

❖   Folksonomy is the result of personal free
    tagging of pages and objects for one's own
    retrieval

❖   The tagging is usually done in a social
    environment (shared and open to others)

❖   The act of tagging is done by the person
    consuming the information



             InfoCloud Solutions, Inc. - 2007
Folksonomy:Value
The value in this external tagging is derived
from people using their own vocabulary
and adding explicit meaning, which may
                    meaning
come from inferred understanding of the
information/object.

People are not so much categorizing, as
providing a means to connect items
(placing hooks) to provide their meaning in
their own understanding.


         InfoCloud Solutions, Inc. - 2007
“The beauty of tagging is that it taps
into an existing cognitive process without
      adding much cognitive cost”

                        Rashmi Sinha
        http://www.rashmisinha.com/archives/05_09/tagging-cognitive.html




           InfoCloud Solutions, Inc. - 2006
Every person is an
           expert in their own
            vocabulary (tags)


InfoCloud Solutions, Inc. - 2007
Every Tag is Sacred




   InfoCloud Solutions, Inc. - 2007
Folksonomy Triad
Object                                      Identity
                      Interest




                      Definition
                                             Vocabulary




                                            Metadata

         InfoCloud Solutions, Inc. - 2007
Dual Folksonomy Triad
   Object                                      Identity
                        Interest




                                                Vocabulary
Culture


                      Definition



                      Terminology
Community                                      Metadata

            InfoCloud Solutions, Inc. - 2007
Finding More Objects
Object 1                Identity              Object 2




                       Metadata

           InfoCloud Solutions, Inc. - 2007
Folksonomy
     vs.
 Taxonomy
InfoCloud Solutions, Inc. - 2007
Taxonomy vs. Folksonomy
  Business                                  Customer




 Taxonomy                                 Folksonomy
                        Object


             InfoCloud Solutions, Inc. - 2007
Taxonomy & Folksonomy




    Taxonomy            Folksonomy
     InfoCloud Solutions, Inc. - 2007
Compensating

       Taxonomy                         Folksonomy
+ Structure                    - Messy
+ Efficiency                    - Difficult Findability
+ Solid foundation             - Slow to emerge
- Resource intensive           + Relatively inexpensive
- Not emergent                 + Emergent by nature
- Difficult to validate         + Continual validation

               InfoCloud Solutions, Inc. - 2007
70% of Folksonomy tag
terms not in Taxonomy
         J. Trant regarding Steve.museum




     InfoCloud Solutions, Inc. - 2007
The Value of Tagging
   for Business

   InfoCloud Solutions, Inc. - 2007
Business Tensions
Naming control                           People’s vocabulary

Sample groups                            Every perspective

      In-house                           Outside service

 $$$ w/ value                            $ w/ unknown value

   Consistent                            Emergent

                 InfoCloud Solutions, Inc. - 2007
Business Gains: Internet
    Improved understanding of customers
❖

    Current terminology (all of it)
❖

    Market segmentations
❖

    Target message to language, need & taste
❖

    Ability to easily follow the customer
❖

    Monitor and analyze existing services
❖

            InfoCloud Solutions, Inc. - 2007
Business Gains: Intranet
    Improve refindability
❖

    Understand context
❖

    Ease sharing of resources by perspective
❖

    Cost effective means of building taxonomy
❖

    Allow term use in and across silos
❖

    Eases networking
❖

            InfoCloud Solutions, Inc. - 2007
Analysis &
Monitoring Tools

  InfoCloud Solutions, Inc. - 2007
Tools Needed
  Monitoring
❖
  ❖ Use
  ❖ Inbound & Outbound
  ❖ Spam
  ❖ External tagging systems
❖ Analysis
  ❖ System usage patterns
  ❖ Term use
    ❖ Synonyms
    ❖ Identify people “near in thought”
    ❖ Order & structure

           InfoCloud Solutions, Inc. - 2007
Understanding Scaling


    InfoCloud Solutions, Inc. - 2007
Cold-Start Problem
    & Beyond

   InfoCloud Solutions, Inc. - 2007
Scaling and Functionality
                                                        A - Personal Use
                                    D
                                                        B - Serendipity
                            C                           C - Social Tagging
                                                            Mature
People Tagging




                      B                                 D - Complex Social
                                                            System
                 A


                 Times Object is Tagged
                            InfoCloud Solutions, Inc. - 2007
Phases of Interaction
  Saving and tagging
❖
❖ Refinding
❖ Clicking, pivoting, exploring
❖ Searching
 ❖ One’s own tags
 ❖ Other’s tags
   ❖ Group
   ❖ Everybody
❖ Group Social Interaction

           InfoCloud Solutions, Inc. - 2007
Personal to Social
                                            Social
                    Personal Serendipity              Mature
                                           Powerful
                      X          X              X      X
       Save & Tag

                      X          X              X      X
           Refind

                                 X              X      X
  Pivot & Explore

                                                X      X
          Search

                                                -      X
Group Interaction



             InfoCloud Solutions, Inc. - 2007
So, Who Tags?


InfoCloud Solutions, Inc. - 2007
As much as 28% of
Americans have tagged
            Pew Internet Life Project: Report on Tagging
     http://www.pewinternet.org/PPF/r/201/report_display.asp




    InfoCloud Solutions, Inc. - 2007
Daily 7% of people on
the Web in the U.S. tag
            Pew Internet Life Project: Report on Tagging
     http://www.pewinternet.org/PPF/r/201/report_display.asp




     InfoCloud Solutions, Inc. - 2007
Why do People Tag?


   InfoCloud Solutions, Inc. - 2007
Reasons People Tag
  Their OWN use/value first
❖
❖ Add Perspective/Context
 ❖ Missing metadata
 ❖ Emergent Vocabulary
 ❖ Personal descriptors
❖ Refindability
 ❖ Aggregation of information
 ❖ Task-based aggregation
❖ State Interest
❖ Sociality
          InfoCloud Solutions, Inc. - 2007
Spheres of Sociality
                                      Mob
                                      Collective
                                      Selective
                                      Personal




   InfoCloud Solutions, Inc. - 2007
Social Context

Personal -                    Social -
     Capture                        Share
 ❖                              ❖

     Hook/Copy                      Point
 ❖                              ❖

     Annotate                       Collaborate
 ❖                              ❖

     Refind                          Filter
 ❖                              ❖

     Privacy                        Trusted Groups
 ❖                              ❖



                InfoCloud Solutions, Inc. - 2007
Privacy
    Privacy
❖

        Open to all
    ❖

        Open to community
    ❖

        Personal only
    ❖

        Selective sharing
    ❖

            By object tagged
        ❖

            All posts to a Group
        ❖

            Community tags
        ❖

            Send to
        ❖


                InfoCloud Solutions, Inc. - 2007
Tools for People Tagging
    Retrieval
❖

    Search
❖

    Identify, Build, & use a network of similar
❖
    taggers
        Filter
    ❖

        Follow
    ❖

    Disambiguation
❖

    Networking
❖

                 InfoCloud Solutions, Inc. - 2007
Where Do People Tag?




    InfoCloud Solutions, Inc. - 2007
Tag Venues
    Social Bookmarking del.icio.us, clipmarks, Ma.gnolia
❖

    Media                  Flickr, Dabble, LastFM,Viddler
❖

    Shopping               Amazon
❖

                           Platial, Socialite
    Geo-Location
❖

    Museums                Steve.museum, Powerhouse
❖

    Intranet               ConnectBeam, IBM Dogear, Scuttle
❖

                           Consumating
    Dating
❖

                           Mac OSX Tiger & Microsoft Vista
    OS (files)
❖

                   InfoCloud Solutions, Inc. - 2007
Tag Venues


  Wherever there is a
digital object or marker

      InfoCloud Solutions, Inc. - 2007
People Using
Tag Services

InfoCloud Solutions, Inc. - 2007
Scanning


InfoCloud Solutions, Inc. - 2007
InfoCloud Solutions, Inc. - 2007
Sociality


InfoCloud Solutions, Inc. - 2007
Collective


InfoCloud Solutions, Inc. - 2007
Selective


InfoCloud Solutions, Inc. - 2007
Personal


InfoCloud Solutions, Inc. - 2007
Filtering


InfoCloud Solutions, Inc. - 2007
Clustering


InfoCloud Solutions, Inc. - 2007
Tag Combinations


  InfoCloud Solutions, Inc. - 2007
Algorithms


InfoCloud Solutions, Inc. - 2007
TagCloud


InfoCloud Solutions, Inc. - 2007
TagClouds Best on
  Granular Items

   InfoCloud Solutions, Inc. - 2007
Easy Tagging


InfoCloud Solutions, Inc. - 2007
Tag Yes/No




InfoCloud Solutions, Inc. - 2007
What Is Going On?


   InfoCloud Solutions, Inc. - 2007
Improvements Needed


    InfoCloud Solutions, Inc. - 2007
External Services


  InfoCloud Solutions, Inc. - 2007
1, 1, 2, 2 ?

                                      = Visual Design


Design


                                      = Software Design



         InfoCloud Solutions, Inc. - 2007
Device/Service Context
  Object                                      Identity
                        Interest




                         Definition
                                               Vocabulary




  Context1                                    Metadata


           InfoCloud Solutions, Inc. - 2007
Device/Service Context
  Object                                      Identity
                        Interest




                         Definition
                                               Vocabulary




  Context2                                    Metadata


           InfoCloud Solutions, Inc. - 2007
Folksonomy Needs Identity


       InfoCloud Solutions, Inc. - 2007
Who & Where


 InfoCloud Solutions, Inc. - 2007
Portability
& Interoperability

  InfoCloud Solutions, Inc. - 2007
Portability
    Transfer tags and metadata
❖

        Between devices
    ❖

        Between services
    ❖

        Between devices and services
    ❖

    Context sensitive
❖

        Personal auto-stemming
    ❖

        Personal auto-synonyms
    ❖


              InfoCloud Solutions, Inc. - 2007
Interoperability
    Consistent metadata
❖

    Viable identity
❖

    Agreements to trust sharing
❖

    Permeable firewalls
❖

        Internal pointers not allowed
    ❖

        Magic words not permeable
    ❖

        Policy agreements
    ❖

            Systems
        ❖

            Persons
        ❖

                InfoCloud Solutions, Inc. - 2007
Value of Tagging
for Non-taggers

 InfoCloud Solutions, Inc. - 2007
Volatility of
Tagged Object

 InfoCloud Solutions, Inc. - 2007
Tethering Needed

    When object is updated
❖

        Corrected/Edited
    ❖

        New Content
    ❖

    Removed
❖

        Similar items
    ❖

        Archive access
    ❖



              InfoCloud Solutions, Inc. - 2007
Granular Social
  Network

 InfoCloud Solutions, Inc. - 2007
Thank You


InfoCloud Solutions, Inc. - 2007
URL: http://infocloudsolutions.com
E-mail: thomas@infocloudsolutions.com
E-mail: thomas@vanderwal.net
AIM: vanderwal
             InfoCloud Solutions, Inc. - 2007

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Folksonomy hated word but loved resource

  • 1. Folksonomy: A hated word but a loved resource Thomas Vander Wal Presented to: De Montfort Universithy Leicester, England :: 18 September 2007 InfoCloud Solutions, Inc. - 2007
  • 2. What Is A Tag? InfoCloud Solutions, Inc. - 2007
  • 3. Tagging: Definition Simple data/metadata externally applied to ❖ an object Used for sorting ❖ A hook for aggregating ❖ Provides identifier and/or description ❖ Personal markers ❖ InfoCloud Solutions, Inc. - 2007
  • 5. The “F” Word InfoCloud Solutions, Inc. - 2007
  • 7. Folksonomy: Definition ❖ Folksonomy is the result of personal free tagging of pages and objects for one's own retrieval ❖ The tagging is usually done in a social environment (shared and open to others) ❖ The act of tagging is done by the person consuming the information InfoCloud Solutions, Inc. - 2007
  • 8. Folksonomy:Value The value in this external tagging is derived from people using their own vocabulary and adding explicit meaning, which may meaning come from inferred understanding of the information/object. People are not so much categorizing, as providing a means to connect items (placing hooks) to provide their meaning in their own understanding. InfoCloud Solutions, Inc. - 2007
  • 9. “The beauty of tagging is that it taps into an existing cognitive process without adding much cognitive cost” Rashmi Sinha http://www.rashmisinha.com/archives/05_09/tagging-cognitive.html InfoCloud Solutions, Inc. - 2006
  • 10. Every person is an expert in their own vocabulary (tags) InfoCloud Solutions, Inc. - 2007
  • 11. Every Tag is Sacred InfoCloud Solutions, Inc. - 2007
  • 12. Folksonomy Triad Object Identity Interest Definition Vocabulary Metadata InfoCloud Solutions, Inc. - 2007
  • 13. Dual Folksonomy Triad Object Identity Interest Vocabulary Culture Definition Terminology Community Metadata InfoCloud Solutions, Inc. - 2007
  • 14. Finding More Objects Object 1 Identity Object 2 Metadata InfoCloud Solutions, Inc. - 2007
  • 15. Folksonomy vs. Taxonomy InfoCloud Solutions, Inc. - 2007
  • 16. Taxonomy vs. Folksonomy Business Customer Taxonomy Folksonomy Object InfoCloud Solutions, Inc. - 2007
  • 17. Taxonomy & Folksonomy Taxonomy Folksonomy InfoCloud Solutions, Inc. - 2007
  • 18. Compensating Taxonomy Folksonomy + Structure - Messy + Efficiency - Difficult Findability + Solid foundation - Slow to emerge - Resource intensive + Relatively inexpensive - Not emergent + Emergent by nature - Difficult to validate + Continual validation InfoCloud Solutions, Inc. - 2007
  • 19. 70% of Folksonomy tag terms not in Taxonomy J. Trant regarding Steve.museum InfoCloud Solutions, Inc. - 2007
  • 20. The Value of Tagging for Business InfoCloud Solutions, Inc. - 2007
  • 21. Business Tensions Naming control People’s vocabulary Sample groups Every perspective In-house Outside service $$$ w/ value $ w/ unknown value Consistent Emergent InfoCloud Solutions, Inc. - 2007
  • 22. Business Gains: Internet Improved understanding of customers ❖ Current terminology (all of it) ❖ Market segmentations ❖ Target message to language, need & taste ❖ Ability to easily follow the customer ❖ Monitor and analyze existing services ❖ InfoCloud Solutions, Inc. - 2007
  • 23. Business Gains: Intranet Improve refindability ❖ Understand context ❖ Ease sharing of resources by perspective ❖ Cost effective means of building taxonomy ❖ Allow term use in and across silos ❖ Eases networking ❖ InfoCloud Solutions, Inc. - 2007
  • 24. Analysis & Monitoring Tools InfoCloud Solutions, Inc. - 2007
  • 25. Tools Needed Monitoring ❖ ❖ Use ❖ Inbound & Outbound ❖ Spam ❖ External tagging systems ❖ Analysis ❖ System usage patterns ❖ Term use ❖ Synonyms ❖ Identify people “near in thought” ❖ Order & structure InfoCloud Solutions, Inc. - 2007
  • 26. Understanding Scaling InfoCloud Solutions, Inc. - 2007
  • 27. Cold-Start Problem & Beyond InfoCloud Solutions, Inc. - 2007
  • 28. Scaling and Functionality A - Personal Use D B - Serendipity C C - Social Tagging Mature People Tagging B D - Complex Social System A Times Object is Tagged InfoCloud Solutions, Inc. - 2007
  • 29. Phases of Interaction Saving and tagging ❖ ❖ Refinding ❖ Clicking, pivoting, exploring ❖ Searching ❖ One’s own tags ❖ Other’s tags ❖ Group ❖ Everybody ❖ Group Social Interaction InfoCloud Solutions, Inc. - 2007
  • 30. Personal to Social Social Personal Serendipity Mature Powerful X X X X Save & Tag X X X X Refind X X X Pivot & Explore X X Search - X Group Interaction InfoCloud Solutions, Inc. - 2007
  • 31. So, Who Tags? InfoCloud Solutions, Inc. - 2007
  • 32. As much as 28% of Americans have tagged Pew Internet Life Project: Report on Tagging http://www.pewinternet.org/PPF/r/201/report_display.asp InfoCloud Solutions, Inc. - 2007
  • 33. Daily 7% of people on the Web in the U.S. tag Pew Internet Life Project: Report on Tagging http://www.pewinternet.org/PPF/r/201/report_display.asp InfoCloud Solutions, Inc. - 2007
  • 34. Why do People Tag? InfoCloud Solutions, Inc. - 2007
  • 35. Reasons People Tag Their OWN use/value first ❖ ❖ Add Perspective/Context ❖ Missing metadata ❖ Emergent Vocabulary ❖ Personal descriptors ❖ Refindability ❖ Aggregation of information ❖ Task-based aggregation ❖ State Interest ❖ Sociality InfoCloud Solutions, Inc. - 2007
  • 36. Spheres of Sociality Mob Collective Selective Personal InfoCloud Solutions, Inc. - 2007
  • 37. Social Context Personal - Social - Capture Share ❖ ❖ Hook/Copy Point ❖ ❖ Annotate Collaborate ❖ ❖ Refind Filter ❖ ❖ Privacy Trusted Groups ❖ ❖ InfoCloud Solutions, Inc. - 2007
  • 38. Privacy Privacy ❖ Open to all ❖ Open to community ❖ Personal only ❖ Selective sharing ❖ By object tagged ❖ All posts to a Group ❖ Community tags ❖ Send to ❖ InfoCloud Solutions, Inc. - 2007
  • 39. Tools for People Tagging Retrieval ❖ Search ❖ Identify, Build, & use a network of similar ❖ taggers Filter ❖ Follow ❖ Disambiguation ❖ Networking ❖ InfoCloud Solutions, Inc. - 2007
  • 40. Where Do People Tag? InfoCloud Solutions, Inc. - 2007
  • 41. Tag Venues Social Bookmarking del.icio.us, clipmarks, Ma.gnolia ❖ Media Flickr, Dabble, LastFM,Viddler ❖ Shopping Amazon ❖ Platial, Socialite Geo-Location ❖ Museums Steve.museum, Powerhouse ❖ Intranet ConnectBeam, IBM Dogear, Scuttle ❖ Consumating Dating ❖ Mac OSX Tiger & Microsoft Vista OS (files) ❖ InfoCloud Solutions, Inc. - 2007
  • 42. Tag Venues Wherever there is a digital object or marker InfoCloud Solutions, Inc. - 2007
  • 43. People Using Tag Services InfoCloud Solutions, Inc. - 2007
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  • 58. Tag Combinations InfoCloud Solutions, Inc. - 2007
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  • 66. TagClouds Best on Granular Items InfoCloud Solutions, Inc. - 2007
  • 67.
  • 70. What Is Going On? InfoCloud Solutions, Inc. - 2007
  • 71.
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  • 74. Improvements Needed InfoCloud Solutions, Inc. - 2007
  • 75. External Services InfoCloud Solutions, Inc. - 2007
  • 76. 1, 1, 2, 2 ? = Visual Design Design = Software Design InfoCloud Solutions, Inc. - 2007
  • 77. Device/Service Context Object Identity Interest Definition Vocabulary Context1 Metadata InfoCloud Solutions, Inc. - 2007
  • 78. Device/Service Context Object Identity Interest Definition Vocabulary Context2 Metadata InfoCloud Solutions, Inc. - 2007
  • 79. Folksonomy Needs Identity InfoCloud Solutions, Inc. - 2007
  • 80. Who & Where InfoCloud Solutions, Inc. - 2007
  • 81. Portability & Interoperability InfoCloud Solutions, Inc. - 2007
  • 82. Portability Transfer tags and metadata ❖ Between devices ❖ Between services ❖ Between devices and services ❖ Context sensitive ❖ Personal auto-stemming ❖ Personal auto-synonyms ❖ InfoCloud Solutions, Inc. - 2007
  • 83. Interoperability Consistent metadata ❖ Viable identity ❖ Agreements to trust sharing ❖ Permeable firewalls ❖ Internal pointers not allowed ❖ Magic words not permeable ❖ Policy agreements ❖ Systems ❖ Persons ❖ InfoCloud Solutions, Inc. - 2007
  • 84. Value of Tagging for Non-taggers InfoCloud Solutions, Inc. - 2007
  • 85. Volatility of Tagged Object InfoCloud Solutions, Inc. - 2007
  • 86. Tethering Needed When object is updated ❖ Corrected/Edited ❖ New Content ❖ Removed ❖ Similar items ❖ Archive access ❖ InfoCloud Solutions, Inc. - 2007
  • 87. Granular Social Network InfoCloud Solutions, Inc. - 2007
  • 89. URL: http://infocloudsolutions.com E-mail: thomas@infocloudsolutions.com E-mail: thomas@vanderwal.net AIM: vanderwal InfoCloud Solutions, Inc. - 2007