Access Innovations
Presents:
Data Harmony version 3.8
New Features
DH Customer Support Team
• Sales, Consulting, and
Licensing
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Marjorie Hlava
Janice McIntyre
Bill Richardson
Jay Ven Eman
Leland Yates
• Documentation
– Jack Bruce
• Blog
– Melody Smith,
– Barbara Gilles
• Web team
– Tim Soholt
– Mary Garcia
– Tom Peterson
TaxoDiary
• Daily Blog
• Weekly feature
• 3 + items per
day
• Big archive
• Launched in
June
Data Base Services
• Database Design
– Consulting
– DTD / Metadata Schemas
– Workflow Scheduling
• Editorial Services
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Metadata
Tagging - XML SGML
Abstracting
Indexing
• As needed
• Taxonomy Construction
– Thesaurus
– Vocabulary
– Authority Files – pick
lists
– Rule Bases
• Data Processing
– Photo Composition /
Format Conversion
– Encoding / Keying
– Database Support
– Scanning / OCR
– Applications
development
Data Harmony Basics
• Machine Aided Indexing (M.A.I.)
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Semantic Syntactic, Morphological, etc. layer
Rule Builder for users
Concept Extractor for text
Statistics for Machine Learning
Use in automatic or assisted mode
• Thesaurus Master
– For Creating Taxonomies, Thesauri and Authority Files
• MAIstro
– Thesaurus Master and M.A.I. combined
• X.I.S
– XML Intranet System
Other DH offerings
• Search Harmony
• Off the shelf Taxonomy
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– Term Records
– Browse-able list
– Rule bases
Recommender
Metadata extractor
Entity extractor
Automatic Summarization
Consulting
– Information architecture
– DTD and Schema creation
Goals and Objectives for 3.8
• Improve usability within the software’s user
interface
• Enable free communication within multiple
taxonomy community groups
• Enhance reporting features and metrics for
taxonomy construction
What’s New in 3.8?
• Reports Generation
– New parameters for Update Report
– Status Report
• Dynamic View
• Collaboration
• Administrative Redesign
Data Harmony 2011 Stack
Rule
Base
Concept Statistics OWL
Extractor Module Zthes
SKOS
XML
MARC, etc.
Taxonomy
Term
Authority files
Key
Record All terms
Alphabetic
Permuted view
Native XML
Content
creation
Repository
Administrative modules
XML (Extensible Markup Language) - UNICODE
Java Virtual Machine
TCP/IP Transmission Control Protocol / Internet Protocol
New Documentation
• Suite and Utilities Manuals
• Three major sections
– Developers' User Guide;
– System Administrator (or Network Administrator)
– User Guide (Project management, Taxonomist,
Rule builder, and Admin module)
• Cindi Harrison = author
Unicode
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All code solid and vetted
Full multilingual display
Accepts ASCII data
Entification tables converted
Drivers for display and print
– For most languages
Full multilingual display
SharePoint Connectors and Export
Created a export
format for
SharePoint.
The
thesaurus can be
imported into
SharePoint.
Reports Generation
Update Report enhancements
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Generate report of all activity for a project
Able to sort changes by type of change and by user
New view of data as list or as summary
Now extended to MAI Rulebuilder. Create a report of all
rules added, deleted, and changed.
Sort reports by specific
changes made or by summary.
View each update by the type
of change or by the actor .
Print the report or Export the
list into another format.
Reports Generation
Status Report
• A simple list of all changes implemented
• For Thesaurus Master and MAI Rulebuilder
Rulebase
report
#1
status report
Administrative Module Redesigned
• Redesigned UI to
Dashboard interface
– Project lists more
legible and
manageable
– More intuitive
New Admin module -- dashboard
Dynamic Thesaurus View
Dynamic View - an expandable and collapsible display
format for evaluating your controlled vocabulary.
– Click on various to see their place in the hierarchy.
See their broader and narrower relationships
– Highlight terms containing similar text strings
Data Harmony Collaboration
• Used to coordinate internal and external
communication
• Easily give input on questionable terminology
• Enhanced use of Subject Matter Expert (SME)
feedback.
• Speed up feedback
• Greater level of comfort between taxonomy and SME
teams
Single User
Editing and
Review
Taxonomy
Group
Subject
Matter
Experts
Review and
Consolidation
of Feedback
Feedback must be consolidated first.
Review is not streamlined. The two
groups are disconnected.
Consolidation of input may require
weeks, even months, before input is
returned to the taxonomy group
Single User
Taxonomy
Group
Data Harmony Collaboration
Subject
Matter
Experts
Streamline comments and
feedback.
Enable free communication
between SMEs and taxonomy
editors.
SharePoint Taxonomy Management
• Export an existing taxonomy from Data
Harmony into a CSV
• Import new taxonomy as a Term set into
SharePoint Term store management
• Use the taxonomy for assisted searches and
indexing
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Automated Indexing for SharePoint
• User adds a document to the SharePoint
space and M.A.I. attaches indexing terms to
the document.
• A new version is saved on the SharePoint 2010
server with edited properties
• Batch upload documentation to SharePoint
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SharePoint and Data Harmony
• SharePoint 2010 – Features and new additions
• Integration with automated indexing (M.A.I.)
• Search Implementation
– (FAST Lucene or Perfect Search)
• Site management with assistance from
Thesaurus Master / MAIstro.
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Data Harmony Machine-Aided
Indexing (M.A.I.)
• Automatically parses a document for
taxonomy terms based on a set of usercreated rules.
– Is able to batch process an entire corpus of
documents
• Suggests a list of terms based on the
frequency of rules generated.
• Attaches suggested terms as subject metadata
(indexing terms).
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Incorporating Data Harmony into
SharePoint
• Add an EventHandler to Document Library
• After a user uploads a file, EventHandler will send
the file content to the Data Harmony server
• Data Harmony server creates metadata by adding
suggested terms from M.A.I.
• SharePoint updates metadata fields
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Automated Indexing for SharePoint
• User adds a document to the SharePoint
space and M.A.I. attaches indexing terms to
the document.
• A new version is saved on the SharePoint 2010
server with edited properties
• Batch upload documentation to SharePoint
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Machine-Aided Indexing (M.A.I.)
Automatically
populate
Keywords,
Descriptors,
Indexing terms,
etc.
Allow for manual
review of autotagging for quality
assurance.
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SharePoint Search NavTree
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This is a sample taxonomy exported directly
from MAIstro (Data Harmony)
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Create and name
a Column for
adding metadata.
Select the
Managed
Metadata radio
button to add a
Term set or
taxonomy
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Managed Metadata
Importing a taxonomy enhances the way users
can manually add indexing terms
– Inclusion of synonyms
– Type-ahead for searching and adding metadata
– Browsing the hierarchy for indexing terms
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Users can browse
for indexing terms
or…
Type ahead and
select the
appropriate
suggestion
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Summary
Data Harmony and MOSS
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Manage the taxonomy
Add synonyms and MBT
Add and maintain relationships
Reuse and download your taxonomy
Implement it on the search side
Provide auto-indexing
Suggest terms to the document submitter
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DH Recommender
• “More Like these”
• Built on
– taxonomy terms
– applied to the individual documents.
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Uses a repository
Is search software agnostic.
Less system intensive
More precise way to produce relevant results to
the searcher.
Additional features and tools
• Selecting Descriptors from testMAI will copy
the terms to the clipboard.
Live demos
• Marjorie M.K. Hlava
• Mhlava@accessinn.com
• +1-505-998-0800
Thank You