information architecture in Toronto

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Quinn DuPont studies textual communication in cross-over disciplines such as typography, history, power, rhetoric, security, and technology. He has recently been studying information sabotage and developing a thesis about the social development of meaning. Quinn is currently an information architect in Toronto, Canada.

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Entries in Building Enterprise Taxonomies (10)

Friday
07Nov2008

Review of Building Enterprise Taxonomies

(Also see the review posted on Amazon.com)

Of all the canonical books on enterprise information management, such as Rockley’s or Rosenfeld and Morville’s, Stewart’s recent book speaks with less authority but gets the message across in a more precise, terse, and actionable way. For good or not, Stewart does not get mired in conceptual quibbles and does not break any new ground. Unlike when Information Architecture and the World Wide Web was first introduced, Building Enterprise Taxonomies has not launched a revolution of practice and thought. Yet, Building Enterprise Taxonomies isn’t really an in-the-trenches technical book either, it describes the technologies but never bothers to give you exact instructions on how to implement the strategy it sets out. So, being neither a ground-breaking conceptual book nor a technical how-to, what does Building Enterprise Taxonomies offer? A lot, actually.

More than anything, Building Enterprise Taxonomies is a first-rate resource for decision making—either helping to formulate your own strategy or providing framing arguments for convincing reluctant executives and stakeholders. Stewart does not take it for granted that people in purchasing roles will understand the value of an enterprise taxonomy; he spends considerable time offering ways to frame the decision, in addition to providing current research data (both economic and process-oriented). Building Enterprise Taxonomies would make an excellent companion to a technical resource: first you frame the situation with Stewart’s data and logic, then you roadmap the process with his strategy recommendations, familiarize yourself with the technology with his jargon-free descriptions, and then find a technical manual (or hire a developer) to make the ideas come to reality. For example, in chapter 4 Stewart recommends the development of a content model, as part of an overarching content management strategy, and makes a convincing case for its development, but he never describes the exact process. It’s surely a tough balance to strike, seeing both the forest and the trees, and in general Stewart gets the balance right, at least right enough for a reasonably technically-savvy information architect to benefit.

Although Stewart eschews technical jargon, he does clearly favour a particular sort of rhetoric. Perhaps in an effort to reinvigorate the field with its roots, Stewart tends to describe the conceptual issues in terms familiar to library and information science studies. As a librarian, I think he is both historically and conceptually correct, but some translation may have to occur when presenting this information to some computer science types. For example, in chapter 3 Stewart describes the variants and components of a taxonomy and refers to the parts in what are clearly their library names: synonym rings, authority files, etc. Further, Stewart describes facets not by their logical and digital parts, but rather as a librarian would. This kind of straight-forward language is useful in an enterprise setting, however, since it highlights aspects that are of central concern to corporate issues, such as the instability of information, the pace of change, the requirement for authority, the need for speed, and so on. Stewart does bring newer (but now “traditional”) information architecture concepts and strategies into a library melee. For example, Stewart’s description of card sorting (chapter 6) is very useful, and while news to a librarian, is old hat to an information architect.

The more “technical” sections of Building Enterprise Taxonomies are precise in terms of naming and recommending technologies for strategy, but broad in terms of instruction for implementation. Because Stewart describes technologies by their precise and historically-contingent names, in 5 years Building Enterprise Taxonomies is going to look as dated as those old books with the diskette in the back cover that you find for 25 cents. The issues are sure to still be relevant, but any future peoples will have to update the names and conventions. Stewart gives ANSI/ISO names and numbers where appropriate (chapter 5, factoring and term construction), mentions software packages by name (chapter 6), and describes not merely core technologies such as XML but specific implementations of the logical models (chapter 9, RDF/OWL).

Building Enterprise Taxonomies is a fairly short book, and covers a lot of material, which means Stewart often has to gloss over important details. Stewart does a great job of conceptually linking disparate ideas (e.g., his typology of metadata in chapter 2), but it frequently seems too quick and too simple. Building Enterprise Taxonomies certainly does not read like an academic book, it’s cavalier about facts and recommendations, and while it presents a persuasive thesis, it certainly doesn’t tackle the critics or alternatives (especially in chapter 1).

The physical book is well constructed and utilitarian in design. The typography is simple and borderline inelegant, but gets the job done. There are very few editorial errors or typos, although a few references to figures and images are mixed-up or missing. References are collected in chapter-specific sections at the back of the book, and the index is decent if not sometimes a little long in the tooth for broad categories. Any slight issues with the index are not a problem if you actually familiarize yourself with the content of the book, since the chapters are clear and well organized, which allow you to easily flip to the appropriate section (after all, Building Enterprise Taxonomies is hardly a canonical reference book, it reads more like a story than a technical manual). Stewart includes many useful diagrams and examples (chapter 8 on RDF is one of the best pictorial descriptions I have ever seen).

Overall Building Enterprise Taxonomies is good book. There are some slight flaws, but it’s more a matter of balance than egregious errors. I disagree with some of the balance at times, but another person may find Stewart’s balance spot on. Stewart’s advice is straight-forward and far from revolutionary, but you’ll have a difficult time finding a better primer, and it is a useful reference for ready-to-go strategy advice. Stewart offers tried-and-true advice that is neither full of hype nor outmoded. Stewart clearly believes in certain technologies (such as XML, which is a leitmotif throughout), but I think his thesis is a sound one.

(The copy of the book for review was supplied by the author to me free of charge.)

Sunday
19Oct2008

Chp. 9: Ongoing review of Building Enterprise Taxonomies by Darin L. Stewart

The final chapter of Stewart’s Building Enterprise Taxonomies is (comedically) about the red-headed step-child of information architecture, folksonomies. Stewart had already stated his opinion, perhaps somewhat implicitly, about the value of folksonomies vis-à-vis controlled taxonomies, that folksonomies are left to a final short chapter is confirmation of his opinion. Stewart does provide some helpful insight about the potential value of folksonomies, which is to say that, like everything, in the right situation a folksonomy can be a powerful tool. Prior to reading this chapter I had never heard of “desire lines” being associated with folksonomies, but it’s actually a brilliant way to conceptualize the workings of a folksonomy. As Stewart explains, desire lines are the paths that human predilection establishes, such as viewed by the dirt paths through grassy fields rounding out sidewalk corners. The brilliance here is that folksonomies are best used in situations where desire plays a large part, so, libraries, enterprises, and the like are not a good choice, but sexy social websites that have a large and committed audience are a great place to use folksonomies.

Sunday
19Oct2008

Chp. 8: Ongoing review of Building Enterprise Taxonomies by Darin L. Stewart

Although XML and XSL isn’t sexy stuff, ontologies are. Chapter 8 of Building Enterprise Taxonomies (Stewart) provides a definition of ontologies, explains the conceptual ideas behind them, and offers a description of two implementations (Resource Description Framework and OWL). Stewart gives the canonical, if somewhat unhelpful, definition of an ontology: “an explicit and formal specification of a shared conceptualization”. Stewart notes the unhelpfulness of the definition, and further breaks out the definition into its core pieces, namely, that ontologies are explicit, formal, and provide a conceptualization of a domain.

An ontology is formal, Stewart argues, because the ontology “defines and details all of the concepts, properties and constraints that comprise a particular domain”. While I think any ontology that attempts to define all the properties of a domain is sure to fail (on theoretical grounds if not practical ones), the essence of the idea strikes me as correct---an ontology attempts to be usefully exhaustive. An ontology is formal because “it must be documented in a form that is both machine readable and interpretable”. Ontologies are, by necessity then, artifacts of computer processing (perhaps interpretable to non-electronic machines, however). An ontology provides a conceptualization because it “organizes… [explicitly and formally declared properties] into an abstract model that shows how they relate to one another”. That an ontology is a conceptualization of a domain is the key to understanding their utility, but also muddies the water between the differences of a thesaurus and an ontology. Thesauri are supposed to formally and explicitly declare the relationships within a domain of knowledge, which sounds a lot like an ontology. Stewart argues that ontologies take this conceptualization a step further, he argues that ontologies codify relationships into formal classes and subclasses which can be translated into logical operations. Of course, a faceted thesaurus is a form of conceptual classes and subclasses, all which can be codified into various classification schemes. As a matter of history, thesauri haven’t tended to be machine readable in the robust way that these-things-called-ontologies have been, but that’s because “ontology” is a philosophical loan word that some computer scientists picked up when they rediscovered what the librarians had been up to since the turn of the 20th century. Whatever the hair splitting about distinctions and providence, ontologies are those things that explicitly and formally declare a conceptualization of a domain that is easily machine-readable.

Throughout the remainder of the chapter Stewart provides one of the best descriptions of the RDF that I have ever read. Stewart explains the essential and complicated way that RDF triples uniquely identify objects and their relationships and gives helpful diagrams and examples of potentially real-world applications of RDF. Like all of this book, reading this chapter on RDF will by no means provide you with the necessary tools to actually use or develop RDF ontologies, but it will provide you with enough background to potentially make purchasing decisions or lead strategy. Stewart only provides the roughest of overviews of the Web Ontology Language (OWL), but his detailed look at the related RDF technology leaves the reader feeling satisfied about current implementations of ontologies.

Saturday
13Sep2008

Chp. 7: Ongoing review of Building Enterprise Taxonomies by Darin L. Stewart

Chapter seven of Darin L. Stewart’s Building Enterprise Taxonomies tackles the issue of interoperability of taxonomies. The obvious tool here is XML and its associated standards and tools. Stewart offers what amounts to a primer on XML and XSL, and discusses some of the software applications for XML and XSL creation, in addition to the Zthes implementation of ANSI/NSO Z39.19 and ISO 2788. Zthes is an interesting attempt to standardize and cement taxonomy models, by offering a well articulated abstract model and a substantial and detailed description of the taxonomy elements.

XML and XSL isn’t sexy stuff, but it’s necessary to understand that best practices suggest using the extensibility of XML. Stewart doesn’t go into any detail about how one actually develops a taxonomy in XML, and makes the necessary transformations in XSL, but he urges its use. This sort of future proofing might be overkill for many situations, but if you already have XML/XSL skills it’s likely worth the investment.

Thursday
14Aug2008

Chp. 6: Ongoing review of Building Enterprise Taxonomies by Darin L. Stewart

As I re-read Stewart's chapter on "structure" in preparation for this ongoing review a shudder rolls down my spine on the first sentence: "Staring down a large pile of unorganized, candidate terms can be daunting." Not exactly sage advice, but grist for empathy certainly. I'm currently undergoing an enterprise taxonomy project at work and by following Stewart's wise words (which is really just standard practice), I've found myself on the good end of a day of "click, paste, click" as the intranet sight gets less interesting and my MS Excel spreadsheet gets longer. This is, of course, the entrance into the the exciting part of the project and the exciting part of the book.

Stewart starts with describing what card sorting is, its benefits, and how it occurs. This is pretty standard advice about card sorting but Stewart does a fine job of covering the essentials and offers a few surprising hints along the way. In my opinion, his best card sorting trick is to employ team cards sorts in certain situations. Stewart suggests that the discussion and debate in a team card sort encourages people to rethink their assumptions—it's almost a wisdom of the crowds approach. Stewart speaks briefly about some of the current card sorting applications currently available, although misses my new favourite OptimalSort. (And, this list is going to be horribly out–of–date very soon, but that's the nature of the printed page.)

Stewart's methodology for facet analysis and construction is spot on, if not a bit predictable. A little bit of history, some simplifying assumptions, and you've got a practical and real–world facet construction methodology. Stewart is clearly biased towards a faceted taxonomy, since he opines about its benefits in chapter three and then devotes most of chapter six on its methodology, but I thnk this is a valid approach (and since facet analysis and construction is more difficult, it makes good sense to spend some time getting the details straight). The chapter ends with a description of the traditional types of relationships found in a taxonomy, including helpful pictures for visualizing the relationships.

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