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THAT'S NOT WHAT I MEANT!
identifying, clarifying and brokering consensus over taxonomy terms and keywords


Fran Alexander, Taxonomy Manager, Information and Archives, BBC
@frangle
http://www.vocabcontrol.com

*All views expressed here are entirely my own personal views and in no way represent the BBC or official BBC policy.
BBC Archive Centre




2 million   items of TV and video
300,000     hours of audio
6 million   still photographs
4 million   pieces of sheet music
500,000     documents

4,000       loans per week
Overview

divided by a common language – the problem with words
us and them – categories and communities
semantic politics – brokering consensus

classification migration project
Sharepoint project
ontology project

top tips
Apple, Orange, Blackberry, Next!


  ORANGE




                               4
He's a real dog
What are the odds?

• trumpet

• violin

• French horn

• trombone
• London

• China

• Brazil

• France
• French

• Spanish

• Hebrew

• Italian
• record

• object

• entity

• archive
• archive

• backup

• record

• library
• spook

• entity

• ghoul

• fairy
Top-down or bottom-up?




traditional classifications were made by
    subdivision of pre-set classes


modern taxonomies tend to work by clustering or
   grouping


more flexible systems, more closely related to
   reality, but need to understand
   users, viewpoints, contexts
Content engineers

Content     Metadata                      Parametadata – “Meta-metadata”
            (tag)           Creator         Taxonomy                 Date      Approved
            Canis lupus     Researcher      Telclass (specialist     4/4/11    JP
                                            taxonomy)

            Wolves          Production      BBC free tag             3/3/11    -
                            assistant
            Grey wolf       Cataloguer      Lonclass (archival       14/4/11   JP
            sleeping                        taxonomy)
            /archives       /archives team Special collections tag   12/1/11   JR
Wildlife
programme
            Canidae         Natural         NHM taxonomy             11/6/11   CC
                            History
                            Museum
            Wolf-spotting   Member of       Free tag/folksonomy      12/4/11   _
            on holiday      public
            with Bob
Japan ese hon

  “th e J a p a n e s e c la s s ifie r „H o n ‟ c la s s ifie s lo n g th in
  o b je c ts ; s tic k s c a n e s , p e n c ils , c a n d le s , tre e s , ro p e s ,
  h a ir, e tc . it c a n a ls o b e u s e d to c la s s ify d e a d s n a k e s
  a n d d rie d fis h , w ith a re lo n g a n d th in . B u t it a ls o
  in c lu d e s :



         m a rtia l a rts c o n te s ts w ith s ta ffs o r s w o rd s
         h its in b a s e b a ll
         s e r v e s in v o lle yb a ll a n d ra llie s in p in g p o n g
         ju d o m a tc h e s
              l
         ro le s o f ta p e
         te le p h o n e c a lls (w h ic h c o m e o v e r lo n g th in
         w ire s )
         ra d io a n d T V p ro g ra m s (lik e p h o n e c a lls , b u t
         w ith o u t th e w ire s )
         le tte rs (s c ro lls a re th in )
         film s (b e c a u s e th e y’re lik e ta p e )
         in je c tio n s
D yirb a l c la s s ific a tio n

            B a yi: m e n , k a n g a ro o s, p o ssu m s , b a ts, m o st
            sn a ke s , m o st fish , so m e b ird s, m o s t in s e cts, th e
            m o o n , sto rm s, ra in b o w s, b o o m e ra n g s
            B a la n : w o m e n , b a n d ic o o ts , d o g s , p la typ u s,
            e ch id n a , so m e sn a ke s, s o m e fish , m o s t b ird s,
            fireflie s, sco rp io n s, cricke ts, th e h a iry m a ry g ru b ,
            a n yth in g co n n e cte d w ith w a te r o r fire , su n a n d
            sta rs
            B a la m : a ll e d ib le fru it a n d th e p la n ts th a t b e a r
            th e m , fe rn s, h o n e y, cig a re tte s, w in e , c a ke
            B a la : p a rts o f th e b o d y, m e a t, b e e s, w in d ,
            ya m sticks, so m e s p e a rs, m o st tre e s , g ra ss, m u d ,
            sto n e s, n o ise s , la n g u a g e .
B o rg e s C e le stia l e m p o riu m o f b e n e vo le n t kn o w le d g e

 “… o n th o se p a g e s it is w ritte n th a t a n im a ls a re
d ivid e d in to (a ) th o se th a t b e lo n g to th e e m p e ro r, (b )
e m b a lm e d o n e s, (c) th o se th a t a re tra in e d , (d )
su ck lin g p ig s, (e ) m e rm a id s, (f) fa b u lo u s o n e , (g ) stra y
d o g s, (h ) th o se th a t a re in clu d e d in th is cla ssifica tio n ,
(i) th o se th a t tre m b le a s if th e y w e re m a d , (j)
in n u m e ra b le o n e s, (k ) th o se d ra w n w ith a ve ry fin e
ca m e l‟s h a ir b ru sh , (l) o th e rs, (m ) th o se th a t h a ve ju st
b ro k e n a flo w e r va se , (n ) th o se th a t re se m b le flie s
from a d ista n ce .”
Sorted

meanings of words and labels –
  how to make sure these are clear

users' language communities, basic
  categories, contexts – how to
  understand their viewpoints

practical methods to help you make
   decisions
19
How enterprising
Everybody counts

How do you run a card sort with a million terms?

How do you user test with 20,000 users?
Taking samples
selected representatives from different communities
ran a workshop on high level categories
top-down and bottom-up - mixed approach
sections assigned to editor/s and SMEs
all-editors regular discussion sessions
user feedback and iterative changes
What's your point?


navigation?
toolkit?
mandatory or suggested?
complete or selected?
Nice figure
command-and-control?
help and support?


existing structures
existing workflows
  and
  processes
Top models
Class act
think about
   scope, purpose, users
simplification – what can
   be ignored
shared understanding
   may be more than just
   getting labels right



http://www.bbc.co.uk/
   ontologies/programmes/
   2009-09-07.shtml
My domain is your kingdom
what is the same as something else?
what is Paris? an area, a city, a location in a film, an administrative district
does London include Stansted, Gatwick, and Luton?
what happens if we get this wrong?
Notice

understand how fuzzy language can be
think precisely and clearly
learn to spot “danger” words
become “conversational negotiators”
don’t underestimate how long you should
   spend checking definitions with users
don’t underestimate importance of iteration
   – even ripping up and starting again
more people you involve, better able to get a
   clear view of an area
know when to stop and just decide
Find fault
label errors
puns, jokes, word games – to identify slippery words
arguments and points of failure – indicate lack of
   shared understanding
search logs, analytics, questionnaires
be consistent in your own use of language
category errors
miscellaneous – change categories?
frequent category errors by users - change categories?
domain errors
never be afraid to question shared understanding
if you and your team don’t know how it is supposed to
     work then no-one else will!
Refs
Alexander, F. (2012) Building bridges: Linking diverse classification schemes as
part of a technology change project, Journal of Business Information Review, vol.
29 no. 2, pp. 87-94. http://bir.sagepub.com/content/29/2/87.abstract
Alexander, F. (2012) Assessing information taxonomies using epistemology and
the sociology of science, Journal of Documentation, Vol. 68, Issue 5. DOI: 10.1108/
00220411211256058 http://www.emeraldinsight.com/journals.htm?issn=0022-
0418&volume=68&issue=5&articleid=17036853&show=pdf
Alexander, F. (2009) Trying to please everyone: The taxonomist as politician.
http://bit.ly/gC7MiW
Borges, J. L. (1942) The Analytical Language of John Wilkins (El idioma analítico de
John Wilkins).
Bowker, G. and Star, S. L. (1999). Sorting Things Out: Classification and Its
Consequences.
Brown, J. S. and Duguid, P. (2000). The Social Life of Information.
Lakoff, G. (1987). Women, Fire and Dangerous Things.
Lambe, P. (2007). Organising Knowledge: Taxonomies. Knowledge and
Organisational Effectiveness.
Olson, H. (2002). The Power to Name.
Wenger, E. (1999). Communities of Practice: Learning, Meaning, and Identity.
In credit

Labels:
http://www.flickr.com/photos/mrsmagic/5870198525/

Moo cards:
http://www.flickr.com/photos/philgyford/247592709/sizes/l/in/photostream/

Concert Crowd (Osheaga 2009):
http://www.flickr.com/photos/anirudhkoul/3786725982/sizes/l/in/photostream/

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That's not what I meant! - Fran Alexander

  • 1. THAT'S NOT WHAT I MEANT! identifying, clarifying and brokering consensus over taxonomy terms and keywords Fran Alexander, Taxonomy Manager, Information and Archives, BBC @frangle http://www.vocabcontrol.com *All views expressed here are entirely my own personal views and in no way represent the BBC or official BBC policy.
  • 2. BBC Archive Centre 2 million items of TV and video 300,000 hours of audio 6 million still photographs 4 million pieces of sheet music 500,000 documents 4,000 loans per week
  • 3. Overview divided by a common language – the problem with words us and them – categories and communities semantic politics – brokering consensus classification migration project Sharepoint project ontology project top tips
  • 4. Apple, Orange, Blackberry, Next! ORANGE 4
  • 6. What are the odds? • trumpet • violin • French horn • trombone
  • 7. • London • China • Brazil • France
  • 8. • French • Spanish • Hebrew • Italian
  • 9. • record • object • entity • archive
  • 10. • archive • backup • record • library
  • 11. • spook • entity • ghoul • fairy
  • 12. Top-down or bottom-up? traditional classifications were made by subdivision of pre-set classes modern taxonomies tend to work by clustering or grouping more flexible systems, more closely related to reality, but need to understand users, viewpoints, contexts
  • 13.
  • 14. Content engineers Content Metadata Parametadata – “Meta-metadata” (tag) Creator Taxonomy Date Approved Canis lupus Researcher Telclass (specialist 4/4/11 JP taxonomy) Wolves Production BBC free tag 3/3/11 - assistant Grey wolf Cataloguer Lonclass (archival 14/4/11 JP sleeping taxonomy) /archives /archives team Special collections tag 12/1/11 JR Wildlife programme Canidae Natural NHM taxonomy 11/6/11 CC History Museum Wolf-spotting Member of Free tag/folksonomy 12/4/11 _ on holiday public with Bob
  • 15. Japan ese hon “th e J a p a n e s e c la s s ifie r „H o n ‟ c la s s ifie s lo n g th in o b je c ts ; s tic k s c a n e s , p e n c ils , c a n d le s , tre e s , ro p e s , h a ir, e tc . it c a n a ls o b e u s e d to c la s s ify d e a d s n a k e s a n d d rie d fis h , w ith a re lo n g a n d th in . B u t it a ls o in c lu d e s : m a rtia l a rts c o n te s ts w ith s ta ffs o r s w o rd s h its in b a s e b a ll s e r v e s in v o lle yb a ll a n d ra llie s in p in g p o n g ju d o m a tc h e s l ro le s o f ta p e te le p h o n e c a lls (w h ic h c o m e o v e r lo n g th in w ire s ) ra d io a n d T V p ro g ra m s (lik e p h o n e c a lls , b u t w ith o u t th e w ire s ) le tte rs (s c ro lls a re th in ) film s (b e c a u s e th e y’re lik e ta p e ) in je c tio n s
  • 16. D yirb a l c la s s ific a tio n B a yi: m e n , k a n g a ro o s, p o ssu m s , b a ts, m o st sn a ke s , m o st fish , so m e b ird s, m o s t in s e cts, th e m o o n , sto rm s, ra in b o w s, b o o m e ra n g s B a la n : w o m e n , b a n d ic o o ts , d o g s , p la typ u s, e ch id n a , so m e sn a ke s, s o m e fish , m o s t b ird s, fireflie s, sco rp io n s, cricke ts, th e h a iry m a ry g ru b , a n yth in g co n n e cte d w ith w a te r o r fire , su n a n d sta rs B a la m : a ll e d ib le fru it a n d th e p la n ts th a t b e a r th e m , fe rn s, h o n e y, cig a re tte s, w in e , c a ke B a la : p a rts o f th e b o d y, m e a t, b e e s, w in d , ya m sticks, so m e s p e a rs, m o st tre e s , g ra ss, m u d , sto n e s, n o ise s , la n g u a g e .
  • 17. B o rg e s C e le stia l e m p o riu m o f b e n e vo le n t kn o w le d g e “… o n th o se p a g e s it is w ritte n th a t a n im a ls a re d ivid e d in to (a ) th o se th a t b e lo n g to th e e m p e ro r, (b ) e m b a lm e d o n e s, (c) th o se th a t a re tra in e d , (d ) su ck lin g p ig s, (e ) m e rm a id s, (f) fa b u lo u s o n e , (g ) stra y d o g s, (h ) th o se th a t a re in clu d e d in th is cla ssifica tio n , (i) th o se th a t tre m b le a s if th e y w e re m a d , (j) in n u m e ra b le o n e s, (k ) th o se d ra w n w ith a ve ry fin e ca m e l‟s h a ir b ru sh , (l) o th e rs, (m ) th o se th a t h a ve ju st b ro k e n a flo w e r va se , (n ) th o se th a t re se m b le flie s from a d ista n ce .”
  • 18. Sorted meanings of words and labels – how to make sure these are clear users' language communities, basic categories, contexts – how to understand their viewpoints practical methods to help you make decisions
  • 19. 19
  • 21. Everybody counts How do you run a card sort with a million terms? How do you user test with 20,000 users?
  • 22. Taking samples selected representatives from different communities ran a workshop on high level categories top-down and bottom-up - mixed approach sections assigned to editor/s and SMEs all-editors regular discussion sessions user feedback and iterative changes
  • 23. What's your point? navigation? toolkit? mandatory or suggested? complete or selected?
  • 24. Nice figure command-and-control? help and support? existing structures existing workflows and processes
  • 26. Class act think about scope, purpose, users simplification – what can be ignored shared understanding may be more than just getting labels right http://www.bbc.co.uk/ ontologies/programmes/ 2009-09-07.shtml
  • 27. My domain is your kingdom what is the same as something else? what is Paris? an area, a city, a location in a film, an administrative district does London include Stansted, Gatwick, and Luton? what happens if we get this wrong?
  • 28. Notice understand how fuzzy language can be think precisely and clearly learn to spot “danger” words become “conversational negotiators” don’t underestimate how long you should spend checking definitions with users don’t underestimate importance of iteration – even ripping up and starting again more people you involve, better able to get a clear view of an area know when to stop and just decide
  • 29. Find fault label errors puns, jokes, word games – to identify slippery words arguments and points of failure – indicate lack of shared understanding search logs, analytics, questionnaires be consistent in your own use of language category errors miscellaneous – change categories? frequent category errors by users - change categories? domain errors never be afraid to question shared understanding if you and your team don’t know how it is supposed to work then no-one else will!
  • 30. Refs Alexander, F. (2012) Building bridges: Linking diverse classification schemes as part of a technology change project, Journal of Business Information Review, vol. 29 no. 2, pp. 87-94. http://bir.sagepub.com/content/29/2/87.abstract Alexander, F. (2012) Assessing information taxonomies using epistemology and the sociology of science, Journal of Documentation, Vol. 68, Issue 5. DOI: 10.1108/ 00220411211256058 http://www.emeraldinsight.com/journals.htm?issn=0022- 0418&volume=68&issue=5&articleid=17036853&show=pdf Alexander, F. (2009) Trying to please everyone: The taxonomist as politician. http://bit.ly/gC7MiW Borges, J. L. (1942) The Analytical Language of John Wilkins (El idioma analítico de John Wilkins). Bowker, G. and Star, S. L. (1999). Sorting Things Out: Classification and Its Consequences. Brown, J. S. and Duguid, P. (2000). The Social Life of Information. Lakoff, G. (1987). Women, Fire and Dangerous Things. Lambe, P. (2007). Organising Knowledge: Taxonomies. Knowledge and Organisational Effectiveness. Olson, H. (2002). The Power to Name. Wenger, E. (1999). Communities of Practice: Learning, Meaning, and Identity.