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Michael Lauruhn, Taxonomy Strategies LLC | Derek Olson, Foraker Design


DEVELOPMENT OF CUSTOM
VOCABULARIES TO DELIVER
PERSONALIZED CONTENT FOR
BREASTCANCER.ORG

Copyright 2009 Taxonomy Strategies LLC & Foraker Design LLC. All rights reserved.




                                                                                    ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
About Us: Mike Lauruhn

         Over 8 years working at Internet companies.
             Member, Taxonomy Strategies
             Content Intelligence Technical Specialist, CMP Media
             Metadata Consultant, Interwoven
             Ontologist / Category Manager, Looksmart.com
         Community service.
             Cataloger, California Newspaper Project
             Co-President, American Library Association Student
              Chapter
             Volunteer, Electronic Discovery Center, San Francisco
              Public Library
             Church Librarian – Collection Development & Marketing
              Activities




                                           ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
About Us: Derek Olson

         Vice President, Foraker Design
         Over 9 years of experience building Websites and
          Online Communities, with a focus on:
             User Experience
             Search
             Information Architecture
             Online Marketing
         Professional Memberships:
             Web Analytics Association
             Usability Professionals’ Association
             Phi Beta Kappa Society




                                               ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Topics

  Introduction
  Background & History of Breastcancer.org
  New Personalization Initiatives
  Vocabulary and Metadata Development
  Current Status and Looking Ahead




                                      ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Introduction: Why are we doing this?


                  “You have
                   breast
                   cancer...”

                           ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer diagnosis terms…




             ?
                         ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer diagnosis terms…




Subtraction Probe Technology Chromogenic In Situ Hybridization




                                       ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer diagnosis terms…

                            CA 15.3

 Colloid
                           Thermography               Cribriform



Subtraction Probe Technology Chromogenic In Situ Hybridization

      Mucinous

                                 Oncogene Overexpression




                                       ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer diagnosis terms…

                              CA 15.3
        ER/PR+                  Digital Tomosynthesis
 Colloid         Papillary
                             Thermography              Cribriform
       CA125


Subtraction Probe Technology Chromogenic In Situ Hybridization

      Mucinous        Ki-67

 Comedo             Her2/neu
                                  Oncogene Overexpression
  Progesterone Receptors         CA 27.29


                                        ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer diagnosis terms…

                 Medullary    CA 15.3            Positive margins
        ER/PR+                  Digital Tomosynthesis
 Colloid         Papillary
                             Thermography                 Cribriform
       CA125
          Ductal Lavage         Ductal Carcinoma in situ

Subtraction Probe Technology Chromogenic In Situ Hybridization

      Mucinous        Ki-67             ImmunoHistoChemistry

 Comedo             Her2/neu
                                   Oncogene Overexpression
  Progesterone Receptors         CA 27.29
                             Fluorescence In Situ Hybridization
                                           ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer treatment terms…




             ?
                         ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer treatment terms…




                raloxifene




                             ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer treatment terms…

 Aromatase Inhibitors

                Axillary Lymph Node Dissection
fulvestrant


                        raloxifene
                                     Faslodex



                    Femara

 DIEP Flap
                                     ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer treatment terms…

                                                          tamoxifen
  Aromatase Inhibitors      Lumpectomy

                 Axillary Lymph Node Dissection
 fulvestrant


                         raloxifene                              toremifene
                                         Faslodex
TRU-QUANT


  Arimidex
                     Femara
                                      Aromasin
                                                                            ERDs
  DIEP Flap
                                         ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breast cancer treatment terms…
      Autologous Reconstruction                        tamoxifen
  Aromatase Inhibitors      Lumpectomy
                                                      Mastectomy
  SERDs
                 Axillary Lymph Node Dissection
 fulvestrant
               Supraclavicular Lymph Node Dissection
 SERMs
          Trastuzumab    raloxifene                           toremifene
                                      Faslodex
TRU-QUANT
          Sentinel Lymph Node Dissection
                                           Cyclophosphamide
  Arimidex
                       Femara
                                    Aromasin
          paclitaxel                                ERDs
  DIEP Flap                              Taxotere
                 Latissimus Dorsi Flap
                                      ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Diagnosis: Breast Cancer




                           ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Diagnosis: Breast Cancer




                           ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Topics

  Introduction
  Background & History of Breastcancer.org
  New Personalization Initiatives
  Vocabulary and Metadata Development
  Current Status and Looking Ahead




                                      ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Breastcancer.org’s Mission Statement:


“   To help women and
    their loved ones make
    sense of the complex
    medical and personal
    information about
    breast cancer, so they
    can make the best
    decisions for their
    lives
         ”
                             ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Background & History of Breastcancer.org

  Founded in 1999 by Marisa
   Weiss, M.D., a Philadelphia-
   area radiation oncologist
  Original website grew from
   book entitled Living Beyond
   Breast Cancer, by Dr. Weiss
  Modest traffic of a few
   thousand visitors per year
   has grown to over 7 million,
   currently the most heavily-
   trafficked breast cancer
   website in the world (source:
  Alexa)

                                   ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Background & History of Breastcancer.org
Fulfilling the mission:
  Professional Advisory Board of over 70
     experts in medical, health, and
     scientific fields related to breast
     cancer
    Over 5,000 pages of expert-reviewed,
     original content on medical, personal,
     and practical issues related to breast
     cancer
    Monthly “Ask-the-Expert” Online
     Conferences
    “Research News” program covering
     new medical research
    Free Printed Booklets
                                              ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
User Research

  Breastcancer.org began usability testing in 2003, and
    completed a website redesign in 2004 that offered
    improved navigation and site architecture, as well as
    an updated look and feel
  In 2006 and 2007, a more extensive program of User
    testing, patient interviews, surveys, and persona
    development began:
       Over 40 individuals from Breastcancer.org’s user
        audience participated in user testing, and in-
        person and telephone interviews
       Thousands of website visitors participated in
        several online surveys

                                        ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Lessons from User Research…


  Users needed more than just clear
   navigation and powerful search
   amidst heavy “medicalese” and
   complex interactions
  Users reported wanting
   personalized information, but there
   were risks…




                                         ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Topics

  Introduction
  Background & History of Breastcancer.org
  New Personalization Initiatives
  Vocabulary and Metadata Development
  Current Status and Looking Ahead




                                      ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Traditional Personalization Models

  E-Commerce Model
     Based on purchase history, browse affinity.
     Shoppers similar to you.
     Tangible categories: Author, Actor, Genre, etc.




                                       ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Traditional Personalization Models - Drawbacks

     Doesn’t allow for conditions and considerations.
     Assumes you are a lifetime fan.
       There is no sequential “lifecycle” of genres.
     No parallels for Breastcancer.org community.
       No blanket genre of types, diagnoses, and other conditions.




                                              ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Traditional Personalization Models

  News Alerts and RSS Model
     Based on topical subjects.
     Almost always proper nouns: Names, Places,
     Companies.




                                     ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Traditional Personalization Models - Drawbacks

  Topics and metadata are inconsistently applied to content.
  Topics can be unintentionally added to content through full-
   text indexing.
  Error rate would be unacceptable for sensitive content.




                                          ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Traditional Personalization Models

  Fell short due to the complexity of diagnosis situations
  “Personalization” had to mean more than:
       Where do you live?
       What type of cancer do you have?




                                        ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Further Lessons from User Research…


Risks of Personalization:             “Early stage” vs.
                                        “We caught it
  Overly negative and/or poorly
                                            early”
   targeted research articles
  Too much info about
   advanced new treatments            Role of hormone
   that they were “missing out          receptors in
   on”                                   treatment
  Users unable to report their
   own diagnosis information
   accurately                         Diagnosis inertia
                                       (e.g. “Invasive
                                           DCIS”)

                                   ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Topics

  Introduction
  Background & History of Breastcancer.org
  New Personalization Initiatives
  Vocabulary and Metadata Development
  Current Status and Looking Ahead




                                      ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Vocabulary Development

  Collaborative meetings that included:
     Foraker Design
     Breastcancer.org
      –  Editorial Management
      –  Business Development
     Taxonomy Strategies LLC

  Goals:
      Subject Vocabularies for Content Personalization
      Metadata schema for Content Management
     administration


                                       ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Vocabulary Development

                 Five vocabularies were developed to organize content.
                                                 Clinical
     Audience              Situation                                      Perspective                        Topic
                                              Characteristics
•  Patients           •  Just Diagnosed      •  Lobular Carcinoma     •  Clinical                   •  Environmental Risk
•  Family & Friends   •  Waiting for Test      In Situ                •  Emotional                    Factors
•  Press & Public       Results              •  Ductal Carcinoma In   •  Practical                  •  Genetic Risk Factors
•  Clinicians &       •  Undergoing            Situ                                                 •  Symptoms, Self-
  Providers             Treatment            •  Invasive or                                           Detection & Breast
•  Worried Well       •  Recovery &            Infiltrating Lobular                                   Self-Examination
                        Renewal                Carcinoma                                            •  Medical Screening
                      •  Metastatic Cancer   •  Invasive or                                           and Testing
                      •  End of Life           Infiltrating Ductal                                  •  Dealing with Cancer
                                               Carcinoma                                              Fear
                                             •  Inflammatory Breast                                 •  Surgery
                                               Cancer                                               •  Chemotherapy
                                             •  Recurrent Cancer                                    •  Radiation Therapy
                                             •  Metastatic                                          •  Hormonal Therapy
                                             •  Paget's Disease                                     •  Surgery Recovery
                                             •  Male Breast Cancer                                  •  Reconstruction
                                             •  Post-menopausal                                     •  Menopausal
                                             •  Pre or Peri-                                          Symptoms
                                               menopausal                                           •  Pain
                                             •  Early Stage BC                                      •  Pain Medications
                                             •  Advanced BC




                                                                           ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Vocabulary Development

  Audience Facet                                       Audience
      Provides a short list of major     Patients
      audience groups for which the       Family & Friends
      content is intended.                Press & Public
  Sample filters:                        Clinicians & Providers
                                          Worried Well
      Technical or clinical content
       intended Health Care providers
       (goes to Clinicians & Providers)
      News or information about
       fundraising or events (goes to
       Press & Public)




                                               ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Vocabulary Development

  Situation Facet                                     Situation
     Short list of major phases in a
                                        Just Diagnosed
      person's dealings with breast     Waiting for Test Results
      cancer.                           Undergoing Treatment
     Most sensitive of the facets.     Recovery & Renewal
  Purpose:                             Metastatic Cancer
                                        End of Life
     Used to help people focus in
     on the most appropriate
     content for their situation.




                                             ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Vocabulary Development

  Clinical Characteristics Facet          Clinical Characteristics
      Include types of breast cancer   Lobular Carcinoma In Situ
       or accompanying physiological    Ductal Carcinoma In Situ
                                        Invasive or Infiltrating Lobular
       states.                           Carcinoma
      Could have been expanded into    Invasive or Infiltrating Ductal
       multiple coordinated facets.      Carcinoma
                                        Inflammatory Breast Cancer
      Most technical of the facets.    Recurrent Cancer
                                        Metastatic
  Purpose:
                                        Paget's Disease
      Qualifies any content that is    Male Breast Cancer
       about a specific condition.      Post-menopausal
                                        Pre or Peri-menopausal
      Closely matches the community    Early Stage BC
       member profiles and signatures   Advanced BC

                                        (Partial list displayed.)



                                               ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Vocabulary Development


  Perspective Facet                                  Perspective
   •  Coarse categorization of the        Clinical
     page's overall approach to a         Emotional
     topic.                               Practical
                                          Press/Public
  Explanation:
   •  Clinical content is intended for
      technical and medical content.
   •  Emotional is supportive content based on patient’s status.
   •  Practical is for “how-tos” and procedural information for day-to-day
      management.
   •  Press/Public is to filter non-cancer related content (fundraising
      and awards) from patients and family.



                                               ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Vocabulary Development


  Topics Facet                                             Topic
     Major subject categories and    Environmental Risk Factors
                                      Genetic Risk Factors
      topics concerned with breast    Symptoms, Self-Detection & Breast
      cancer.                          Self-Examination
     Topics you would “expect to     Medical Screening and Testing
                                      Dealing with Cancer Fear
      find” in an index of Breast
                                      Surgery
      Cancer information.             Chemotherapy
     Subjects that didn’t fit into   Radiation Therapy
                                      Hormonal Therapy
      existing facets.
                                      Surgery Recovery
  Purpose:                           Reconstruction
                                      Menopausal Symptoms
     The core of the taxonomy as     Pain
     far as subject access is         Pain Medications
     concerned.                       Legal & Financial


                                      (Partial list displayed.)

                                              ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Examples

      Topics                 Situation                 Perspective
 Chemotherapy           Undergoing Treatment     Practical




Contains content with a Practical tone.

                                               ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Examples

      Topics                 Situation                 Perspective
 Chemotherapy           Undergoing Treatment     Practical




Contains content with a Clinical tone.

                                               ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Examples

     Topics             Situation              Clinical Characteristics
Surgery Recovery   Undergoing Treatment    Lymph Nodes Removed: 21




                                          ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Examples
    Audience             Situation               Clinical Characteristics
Patients           Undergoing Treatment      Estogen Receptor: Pos.
                                             Progesterone Receptor: Pos.
                                             Pre-menopausal




Treatment approved for pre-menopausal.

                                          ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Examples
    Audience            Situation               Clinical Characteristics
Patients          Undergoing Treatment      Estogen Receptor: Pos.
                                            Progesterone Receptor: Pos.
                                            Pre-menopausal




Treatments only approved for post-menopausal.
                                         ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Topics

  Introduction
  Background & History of Breastcancer.org
  New Personalization Initiatives
  Vocabulary and Metadata Development
  Current Status and Looking Ahead




                                      ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Current Status

  Meta data schema and controlled vocabulary is currently
   in implementation phase on all 5,000+ pages of the
   website
  Pilot program of collecting diagnosis information from
   Breastcancer.org Discussion Boards users has resulted
   in a surprise discovery…




                                     ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Current Status: Discussion Boards Pilot
Surprise discovery helps counter personalization risks
  Breastcancer.org launched its
   first Discussion Board
   application in 2001
  Currently the largest breast
   cancer-specific Discussion
   Board in the world
  Key Discovery: a healthy
   dynamic between regular
   users, “newbies”, and highly-
   vetted medical content
   surrounding the Community



                                    ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Current Status: The Role of Community

“Signature” field structured data




                                    ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Current Status: The Role of Community
13 “Clinical Characteristics”
began being captured in
September 2007
   Stage
   Lymph Nodes
   Tumor Size
   Tumor Grade
   ER/PR Status
   HER2/neu Status
   BRCA1/BRCA2
   Diagnosis Date
   Menopausal Status
   First BC?
   Type
   Recurrent?
   Metastasis?

                                ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Current Status: The Role of Community
13 “Clinical Characteristics” for web content map to
“Diagnosis Information” in Community:
    Diagnosis Date
    Menopausal Status
    First BC?
    Type
    Recurrent?
    Metastasis?
    Stage
    Lymph Nodes
    Tumor Size
    Tumor Grade
    ER/PR Status
    HER2/neu Status
    BRCA1/BRCA2


                                     ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Looking Ahead

Currently in funding stage: Pilot program for collecting
treatment information, status, timing for Discussion
Boards users

Goals:

  Provide timely information about side effects and
   practical concerns

  Provide additional social networking options (e.g.
   eCards when finishing with chemo)

Expected release: Fall 2009
                                     ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Looking Ahead

Currently in funding stage: Pilot program for collecting
clinical/diagnosis information from new users outside of
Discussion Boards

Goals:

  Provide immediate guidance & resources (no
   membership required)

  Additional options for saving information, returning
   later, getting physician help completing

Expected release: Winter 2009
                                     ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
Questions?

Michael Lauruhn
(415) 378-2747
mlauruhn@taxonomystrategies.com
www.taxonomystrategies.com

Derek Olson
(303) 449-0202
dlo@foraker.com
www.foraker.com

Ron Daniel, Jr.
(925) 368-8371
rdaniel@taxonomystrategies.com
www.taxonomystrategies.com


                                  ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC

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Developing Custom Vocabularies for Personalized Web Content

  • 1. Michael Lauruhn, Taxonomy Strategies LLC | Derek Olson, Foraker Design DEVELOPMENT OF CUSTOM VOCABULARIES TO DELIVER PERSONALIZED CONTENT FOR BREASTCANCER.ORG Copyright 2009 Taxonomy Strategies LLC & Foraker Design LLC. All rights reserved. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 2. About Us: Mike Lauruhn   Over 8 years working at Internet companies.   Member, Taxonomy Strategies   Content Intelligence Technical Specialist, CMP Media   Metadata Consultant, Interwoven   Ontologist / Category Manager, Looksmart.com   Community service.   Cataloger, California Newspaper Project   Co-President, American Library Association Student Chapter   Volunteer, Electronic Discovery Center, San Francisco Public Library   Church Librarian – Collection Development & Marketing Activities ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 3. About Us: Derek Olson   Vice President, Foraker Design   Over 9 years of experience building Websites and Online Communities, with a focus on:   User Experience   Search   Information Architecture   Online Marketing   Professional Memberships:   Web Analytics Association   Usability Professionals’ Association   Phi Beta Kappa Society ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 4. Topics   Introduction   Background & History of Breastcancer.org   New Personalization Initiatives   Vocabulary and Metadata Development   Current Status and Looking Ahead ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 5. Introduction: Why are we doing this? “You have breast cancer...” ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 6. Breast cancer diagnosis terms… ? ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 7. Breast cancer diagnosis terms… Subtraction Probe Technology Chromogenic In Situ Hybridization ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 8. Breast cancer diagnosis terms… CA 15.3 Colloid Thermography Cribriform Subtraction Probe Technology Chromogenic In Situ Hybridization Mucinous Oncogene Overexpression ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 9. Breast cancer diagnosis terms… CA 15.3 ER/PR+ Digital Tomosynthesis Colloid Papillary Thermography Cribriform CA125 Subtraction Probe Technology Chromogenic In Situ Hybridization Mucinous Ki-67 Comedo Her2/neu Oncogene Overexpression Progesterone Receptors CA 27.29 ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 10. Breast cancer diagnosis terms… Medullary CA 15.3 Positive margins ER/PR+ Digital Tomosynthesis Colloid Papillary Thermography Cribriform CA125 Ductal Lavage Ductal Carcinoma in situ Subtraction Probe Technology Chromogenic In Situ Hybridization Mucinous Ki-67 ImmunoHistoChemistry Comedo Her2/neu Oncogene Overexpression Progesterone Receptors CA 27.29 Fluorescence In Situ Hybridization ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 11. Breast cancer treatment terms… ? ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 12. Breast cancer treatment terms… raloxifene ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 13. Breast cancer treatment terms… Aromatase Inhibitors Axillary Lymph Node Dissection fulvestrant raloxifene Faslodex Femara DIEP Flap ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 14. Breast cancer treatment terms… tamoxifen Aromatase Inhibitors Lumpectomy Axillary Lymph Node Dissection fulvestrant raloxifene toremifene Faslodex TRU-QUANT Arimidex Femara Aromasin ERDs DIEP Flap ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 15. Breast cancer treatment terms… Autologous Reconstruction tamoxifen Aromatase Inhibitors Lumpectomy Mastectomy SERDs Axillary Lymph Node Dissection fulvestrant Supraclavicular Lymph Node Dissection SERMs Trastuzumab raloxifene toremifene Faslodex TRU-QUANT Sentinel Lymph Node Dissection Cyclophosphamide Arimidex Femara Aromasin paclitaxel ERDs DIEP Flap Taxotere Latissimus Dorsi Flap ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 16. Diagnosis: Breast Cancer ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 17. Diagnosis: Breast Cancer ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 18. Topics   Introduction   Background & History of Breastcancer.org   New Personalization Initiatives   Vocabulary and Metadata Development   Current Status and Looking Ahead ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 19. Breastcancer.org’s Mission Statement: “ To help women and their loved ones make sense of the complex medical and personal information about breast cancer, so they can make the best decisions for their lives ” ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 20. Background & History of Breastcancer.org   Founded in 1999 by Marisa Weiss, M.D., a Philadelphia- area radiation oncologist   Original website grew from book entitled Living Beyond Breast Cancer, by Dr. Weiss   Modest traffic of a few thousand visitors per year has grown to over 7 million, currently the most heavily- trafficked breast cancer website in the world (source: Alexa) ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 21. Background & History of Breastcancer.org Fulfilling the mission:   Professional Advisory Board of over 70 experts in medical, health, and scientific fields related to breast cancer   Over 5,000 pages of expert-reviewed, original content on medical, personal, and practical issues related to breast cancer   Monthly “Ask-the-Expert” Online Conferences   “Research News” program covering new medical research   Free Printed Booklets ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 22. User Research   Breastcancer.org began usability testing in 2003, and completed a website redesign in 2004 that offered improved navigation and site architecture, as well as an updated look and feel   In 2006 and 2007, a more extensive program of User testing, patient interviews, surveys, and persona development began:   Over 40 individuals from Breastcancer.org’s user audience participated in user testing, and in- person and telephone interviews   Thousands of website visitors participated in several online surveys ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 23. Lessons from User Research…   Users needed more than just clear navigation and powerful search amidst heavy “medicalese” and complex interactions   Users reported wanting personalized information, but there were risks… ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 24. Topics   Introduction   Background & History of Breastcancer.org   New Personalization Initiatives   Vocabulary and Metadata Development   Current Status and Looking Ahead ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 25. Traditional Personalization Models   E-Commerce Model   Based on purchase history, browse affinity.   Shoppers similar to you.   Tangible categories: Author, Actor, Genre, etc. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 26. Traditional Personalization Models - Drawbacks   Doesn’t allow for conditions and considerations.   Assumes you are a lifetime fan.   There is no sequential “lifecycle” of genres.   No parallels for Breastcancer.org community.   No blanket genre of types, diagnoses, and other conditions. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 27. Traditional Personalization Models   News Alerts and RSS Model   Based on topical subjects.   Almost always proper nouns: Names, Places, Companies. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 28. Traditional Personalization Models - Drawbacks   Topics and metadata are inconsistently applied to content.   Topics can be unintentionally added to content through full- text indexing.   Error rate would be unacceptable for sensitive content. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 29. Traditional Personalization Models   Fell short due to the complexity of diagnosis situations   “Personalization” had to mean more than:   Where do you live?   What type of cancer do you have? ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 30. Further Lessons from User Research… Risks of Personalization: “Early stage” vs. “We caught it   Overly negative and/or poorly early” targeted research articles   Too much info about advanced new treatments Role of hormone that they were “missing out receptors in on” treatment   Users unable to report their own diagnosis information accurately Diagnosis inertia (e.g. “Invasive DCIS”) ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 31. Topics   Introduction   Background & History of Breastcancer.org   New Personalization Initiatives   Vocabulary and Metadata Development   Current Status and Looking Ahead ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 32. Vocabulary Development   Collaborative meetings that included:   Foraker Design   Breastcancer.org –  Editorial Management –  Business Development   Taxonomy Strategies LLC   Goals:   Subject Vocabularies for Content Personalization   Metadata schema for Content Management administration ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 33. Vocabulary Development Five vocabularies were developed to organize content. Clinical Audience Situation Perspective Topic Characteristics •  Patients •  Just Diagnosed •  Lobular Carcinoma •  Clinical •  Environmental Risk •  Family & Friends •  Waiting for Test In Situ •  Emotional Factors •  Press & Public Results •  Ductal Carcinoma In •  Practical •  Genetic Risk Factors •  Clinicians & •  Undergoing Situ •  Symptoms, Self- Providers Treatment •  Invasive or Detection & Breast •  Worried Well •  Recovery & Infiltrating Lobular Self-Examination Renewal Carcinoma •  Medical Screening •  Metastatic Cancer •  Invasive or and Testing •  End of Life Infiltrating Ductal •  Dealing with Cancer Carcinoma Fear •  Inflammatory Breast •  Surgery Cancer •  Chemotherapy •  Recurrent Cancer •  Radiation Therapy •  Metastatic •  Hormonal Therapy •  Paget's Disease •  Surgery Recovery •  Male Breast Cancer •  Reconstruction •  Post-menopausal •  Menopausal •  Pre or Peri- Symptoms menopausal •  Pain •  Early Stage BC •  Pain Medications •  Advanced BC ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 34. Vocabulary Development   Audience Facet Audience   Provides a short list of major Patients audience groups for which the Family & Friends content is intended. Press & Public   Sample filters: Clinicians & Providers Worried Well   Technical or clinical content intended Health Care providers (goes to Clinicians & Providers)   News or information about fundraising or events (goes to Press & Public) ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 35. Vocabulary Development   Situation Facet Situation   Short list of major phases in a Just Diagnosed person's dealings with breast Waiting for Test Results cancer. Undergoing Treatment   Most sensitive of the facets. Recovery & Renewal   Purpose: Metastatic Cancer End of Life   Used to help people focus in on the most appropriate content for their situation. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 36. Vocabulary Development   Clinical Characteristics Facet Clinical Characteristics   Include types of breast cancer Lobular Carcinoma In Situ or accompanying physiological Ductal Carcinoma In Situ Invasive or Infiltrating Lobular states. Carcinoma   Could have been expanded into Invasive or Infiltrating Ductal multiple coordinated facets. Carcinoma Inflammatory Breast Cancer   Most technical of the facets. Recurrent Cancer Metastatic   Purpose: Paget's Disease   Qualifies any content that is Male Breast Cancer about a specific condition. Post-menopausal Pre or Peri-menopausal   Closely matches the community Early Stage BC member profiles and signatures Advanced BC (Partial list displayed.) ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 37. Vocabulary Development
   Perspective Facet Perspective •  Coarse categorization of the Clinical page's overall approach to a Emotional topic. Practical Press/Public   Explanation: •  Clinical content is intended for technical and medical content. •  Emotional is supportive content based on patient’s status. •  Practical is for “how-tos” and procedural information for day-to-day management. •  Press/Public is to filter non-cancer related content (fundraising and awards) from patients and family. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 38. Vocabulary Development
   Topics Facet Topic   Major subject categories and Environmental Risk Factors Genetic Risk Factors topics concerned with breast Symptoms, Self-Detection & Breast cancer. Self-Examination   Topics you would “expect to Medical Screening and Testing Dealing with Cancer Fear find” in an index of Breast Surgery Cancer information. Chemotherapy   Subjects that didn’t fit into Radiation Therapy Hormonal Therapy existing facets. Surgery Recovery   Purpose: Reconstruction Menopausal Symptoms   The core of the taxonomy as Pain far as subject access is Pain Medications concerned. Legal & Financial
 (Partial list displayed.) ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 39. Examples Topics Situation Perspective Chemotherapy Undergoing Treatment Practical Contains content with a Practical tone. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 40. Examples Topics Situation Perspective Chemotherapy Undergoing Treatment Practical Contains content with a Clinical tone. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 41. Examples Topics Situation Clinical Characteristics Surgery Recovery Undergoing Treatment Lymph Nodes Removed: 21 ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 42. Examples Audience Situation Clinical Characteristics Patients Undergoing Treatment Estogen Receptor: Pos. Progesterone Receptor: Pos. Pre-menopausal Treatment approved for pre-menopausal. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 43. Examples Audience Situation Clinical Characteristics Patients Undergoing Treatment Estogen Receptor: Pos. Progesterone Receptor: Pos. Pre-menopausal Treatments only approved for post-menopausal. ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 44. Topics   Introduction   Background & History of Breastcancer.org   New Personalization Initiatives   Vocabulary and Metadata Development   Current Status and Looking Ahead ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 45. Current Status   Meta data schema and controlled vocabulary is currently in implementation phase on all 5,000+ pages of the website   Pilot program of collecting diagnosis information from Breastcancer.org Discussion Boards users has resulted in a surprise discovery… ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 46. Current Status: Discussion Boards Pilot Surprise discovery helps counter personalization risks   Breastcancer.org launched its first Discussion Board application in 2001   Currently the largest breast cancer-specific Discussion Board in the world   Key Discovery: a healthy dynamic between regular users, “newbies”, and highly- vetted medical content surrounding the Community ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 47. Current Status: The Role of Community “Signature” field structured data ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 48. Current Status: The Role of Community 13 “Clinical Characteristics” began being captured in September 2007   Stage   Lymph Nodes   Tumor Size   Tumor Grade   ER/PR Status   HER2/neu Status   BRCA1/BRCA2   Diagnosis Date   Menopausal Status   First BC?   Type   Recurrent?   Metastasis? ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 49. Current Status: The Role of Community 13 “Clinical Characteristics” for web content map to “Diagnosis Information” in Community:   Diagnosis Date   Menopausal Status   First BC?   Type   Recurrent?   Metastasis?   Stage   Lymph Nodes   Tumor Size   Tumor Grade   ER/PR Status   HER2/neu Status   BRCA1/BRCA2 ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 50. Looking Ahead Currently in funding stage: Pilot program for collecting treatment information, status, timing for Discussion Boards users Goals:   Provide timely information about side effects and practical concerns   Provide additional social networking options (e.g. eCards when finishing with chemo) Expected release: Fall 2009 ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 51. Looking Ahead Currently in funding stage: Pilot program for collecting clinical/diagnosis information from new users outside of Discussion Boards Goals:   Provide immediate guidance & resources (no membership required)   Additional options for saving information, returning later, getting physician help completing Expected release: Winter 2009 ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC
  • 52. Questions? Michael Lauruhn (415) 378-2747 mlauruhn@taxonomystrategies.com www.taxonomystrategies.com Derek Olson (303) 449-0202 dlo@foraker.com www.foraker.com Ron Daniel, Jr. (925) 368-8371 rdaniel@taxonomystrategies.com www.taxonomystrategies.com ©2009 Taxonomy Strategies, LLC & Foraker Design, LLC