Web Facing Taxonomies vs. Enterprise Taxonomies:
Two Sides of the Same Coin?
Joseph A Busch
Project Performance Corporation
November 15, 2010
Agenda
•
•
•
•
Taxonomy methodology
Use cases and use scenarios
Typology to enterprise taxonomy
Tagging examples
Taxonomy methodology
Fact
Finding
HighLevel
Detail
Validation
Governance
Website, intranet or enterprise taxonomy?
• Taxonomies are often developed for either the public website, or
intranet—but rarely for both.
• So the problem is usually demonstrating the applicability of the
same taxonomy to both.
Agenda
•
•
•
•
Taxonomy methodology
Use cases and use scenarios
Typology to enterprise taxonomy
Tagging examples
Use cases
• For Residential/Business
Customers:
–
–
–
–
–
View your bill.
Pay your bill.
Find energy saving calculator.
Transfer service when you move.
Find any outages in your area.
• For Investors:
– Find what the latest dividend payout
was.
– Find when the last stock split
occurred.
• For Job Seekers:
– What employee benefits does
Dominion offer.
– Find all full time accounting
positions available in Richmond.
• For Web Content Managers:
–
–
–
–
–
–
–
–
–
Find all content related to …
Replace or update all instances of …
Restrict access by …
Create a new website or content
package for …
Enable a new RSS feed for …
Provide relevant links from … to …
Support a service for …
Find an item you created in the past.
Archive or purge old content.
• For Employees:
– Find content related to a specific
facility by …
– Find company-wide information
about …
Use cases and Use scenarios: DomNet examples
• Content related to business areas or facilities
– By geographic location, by type, by specific facility, by access
restrictions, by audience, etc.
• Use Case: Create a safety policies and procedures website for facilities
organized by State.
• Use Scenario: Find all safety policies and procedures related to a facilities
located in Ohio.
• Company-wide content
– By business function, by topic, by access rights, etc.
• Use Case: Locate any content that has policies and procedures around a
particular topic.
• Use Scenario: A policy regarding smoking company-wide has changed and
references to outdated policies should be removed. Find official policies, as
well as newsletters related to the smoking policy company-wide.
Use cases and Use scenarios: Dom.com examples
• Web content managers
– By content type, by topic, by location, etc.
• Use Case: Find and recall all public-facing pages that describe a specific safety
tip.
• Use Scenario: Find and recall all public-facing pages that discuss gas safety.
• Public users seeking information
– by topic, by location, etc.
• Use Case: Provide search for dividend schedules, earnings statements and
stock splits; and the corresponding press releases for a specific time period.
• Use Scenario: An investor who recently sold stock is preparing taxes and
would like to do a concise Dom.com search so that they can find historical
information about their holdings.
Agenda
•
•
•
•
Taxonomy methodology
Use cases and use scenarios
Typology to enterprise taxonomy
Tagging examples
Typology of use cases
DomNet
Access
Right
Audience
Bus
Function
Content
Type
Facility
Geo
Loc
Job
Type
Org
Find content related to a
specific facility by …
Find company-wide
content by …
Dom.com
For web content
managers, find content
by …
For public users, find
content by …
Primary
Secondary
Not Applicable
Topic
Audience
Use to specify which code of conduct
category can access the content, or
whether it can be accessed by all
employees or the public.
Job Type
Use to specify the primary audience
segments for whom the content is
intended.
Topic
Use to specify the type of job that the
content is about or related to. Use to
tag training materials that are
intended for a particular job type.
Geo
Location
Use to specify any topics related that
the content is about or related to that
is not specified in the other facets.
Facility
Use to specify the Dominion
Resources facility that the content is
about or related to.
Business
Function
Use to specify the Dominion
Resources facility that the content is
about or related to.
Org
Use to specify the specific Dominion
Resources business function that the
content is about or related to.
Content
Types
Use to specify the primary
organizational units that the content is
about or related to. Index only what
the content as a whole is about.
Use for types of content created and
published by Dominion Resources
companies and business areas.
Dom high-level taxonomy:
Facet definitions … derived from use case typology
Dom Taxonomy
Access
Right
Dom high-level taxonomy
Dom Taxonomy
Content
Types
Ad
Article
Audio
Calculator
Company
Publication
Contract
Directory / Org
Chart
Dominion News
Form
Generic Web
Page
Graphic / Logo
Home Page
Job Posting
Land Record
Map
Policy /
Procedure
Press Release
Standard
Template
Training
Material
Video
Org
Business
Function
Facility
Dominion
Clearinghouse
Dominion Cove
Point LNG, LP
Dominion East
Ohio
Dominion
Exploration
and
Production
Dominion
GatheringProducer
Services
Dominion
Generation
Dominion Hope
Dominion North
Carolina
Power
Dominion
Peoples
Dominion Retail
Dominion
Technical
Solutions, Inc.
Dominion
Transmission
Dominion
Virginia Power
Clearinghouse
Collocation
Electric
Generation
Electric
Transmission
Emergency
Services
Environmental
Programs
Financials &
Investor
Relations
Gas Distribution
Gas
Transmission
Human
Resources
Information
Technology
Media &
Communications
Renewable
Energy
Projects
Retail
Safety
Sales
…
Altavista
Bath County
Bellemeade
Brayton Point
Bremo
Chesapeake
Chesterfield
Clover
Darbytown
Dominion East
Ohio
Dominion
Peoples
Dominion
Riverside
Campus
Elizabeth River
Elwood
Fairless Works
Gaston
Gordonsville
Gravel Neck
Innsbrook
Technical
Center
Kewaunee
Kincaid
Kitty Hawk
Ladysmith
…
Geo
Location
Connecticut
Illinois
Indiana
Maryland
Massachusetts
Maine
North Carolina
Ohio
Pennsylvania
Rhode Island
Virginia
Wisconsin
West Virginia
Topic
Approval
Benefits
Deregulation
Energy
Efficiency
Environment
Food Safety
Rates
Records
Management
Six Sigma
Smoking
Storms
…
Job Type
Accounting &
Finance
Administrative
& Support
Business
Development
Business
Excellence
Cross
Functional
Customer
Service
Distribution
Energy
Marketing &
Trading
Engineering &
Technical
Support
Environmental
& Scientific
Environmental
Health &
Safety
Executive
Exploration &
Production
…
Audience
Business
Customers
Employees
Investors
Job Seekers
Legislators
Media
New Hires
Public
Regulators
Residential
Customers
Suppliers
Access
Right
Code of
Conduct 1
Code of
Conduct 2
Code of
Conduct 3
Code of
Conduct 4
Code of
Conduct 5
Code of
Conduct 6
All Employees
Public Access
Agenda
•
•
•
•
Taxonomy methodology
Use cases and use scenarios
Typology to enterprise taxonomy
Tagging examples
Content tagging
• Tagging some representative content is a good way to initially
establish the applicability of a taxonomy to both the website and
intranet.
Tagging Example: Investor Connection
http://dnet.dominionnet.com/publications/investor_connection/Fall2007.pdf
Facet
Content Type
Value
Dominion News
Organization
Business Function
Financials & Investor Relations
Facility
Geo Location
Topic
Job Type
Audience
Investors
Access Right
Public Access
Tagging Example: Directions to Gloucester District Office
http://dnet.dominionnet.com/delivery/files/officemaps/Gloucester.pdf
Facet
Content Type
Value
Map
Organization
Business Function
Facility
Gloucester District Office
Geo Location
Virginia > Gloucester
Topic
Job Type
Audience
Employees
Access Right
All Employees
Tagging Example: Pre Trip Travel Approval Form
http://dom.dominionnet.com/travel/about/travel_approval_form.jsp
Facet
Content Type
Value
Form
Organization
Business Function
Travel
Facility
Geo Location
Topic
Approval
Job Type
Audience
Employees
Access Right
All Employees
¿Questions?
Joseph A Busch
Senior Principal
Project Performance Corporation (PPC)
703-748-7215
mobile: 415-377-7912
email: jbusch@ppc.com
More information:
• Taxonomy Strategies: www.taxonomystrategies.com
• Thought Leadership Countdown to KM World:
www.ppc.com/Pages/KMWorld2010.aspx