Saturday, November 7, 2015

Content Management Systems Review - Vasont

Vasont is a component content management system. It has powerful capabilities to store, update, search, and retrieve content. It offers version control, integrated workflows, project management, collaborative review, translation management, and reporting to manage content and business processes.

Vasont provides opportunities for multi-channel publishing and editing in your favorite applications. In addition, it provides an advanced editorial environment built to maximize, manage, and measure content reuse. Unicode support enables multi-language implementations. It also integrates the ability to process content with reusable, event driven business logic as an integral part of the system.

Content is stored in an underlying Oracle database and can be imported, exported, and stored in a variety of formats, including XML, SGML, HTML, as well as other formats that are required as input documents or deliverable formats. This is possible because Vasont can store content separately from any specific tagging structure.

Vasont can be used to store and manage embedded multimedia in structured content. It can also be used to provide a consistent organization and hierarchy to unstructured business documents and other digital assets to provide an overall document management solution. Vasont stores both component-level graphics and unstructured business documents as multimedia components.

Content can be stored at a document or sub-document level and with any content assets such as graphics and references. Vasont has great power at the component level with content organized using XML as input and output. Content can be manipulated and reused at any level of granularity. It is easy to add metadata to existing content and take advantage of the richness that metadata can provide.

Vasont also excels at integrating XML and non-XML traditional document content to provide powerful content applications that can cross departmental or functional boundaries. It is effective in a variety of content scenarios or in combined scenarios, including:
  • highly structured XML or SGML content;
  • structuring unstructured information assets such as in regulatory environments;
  • documents, especially linked to workflow and business logic;
  • digital assets such as graphics.

Vasont allows the building of content within and among these content relationships and content scenarios. It provides the power to model information in an organization and share it across different divisions. It stores all types of content in one repository. For example, structured content (i.e. XML, HTML, SGML, text and pointers), multimedia files, unstructured documents (i.e., Word, Excel, PDF files, graphics).

In Vasont Administrator, an administrator can set up the rules of structure and apply any processing options needed to transform, validate, or redirect data. The administrator can store settings for loading, extracting, editing and viewing data; user permissions; and workflow. Administrative responsibility can be assigned to specific Associate Administrators so that multiple groups or departments can share the system and yet control their own setups.

The system includes Vasont Universal Integrator (VUI) for Arbortext Editor, Adobe FrameMaker, JustSystems XMetaL, Quark XML Author, or Microsoft Word. The VUI allows authors to work in a familiar environment and provides a frequently used subset of functionality available in Vasont to simplify the editing process.

Vasont High-Level Application Architecture

Main parts are User Navigator and Content Navigator. Users, their roles and permissions are set up using User Navigator. Content Navigator includes content definitions, content instances, workflow definitions, load and extract views, and business logic which is processing options.

There is Vasont Application Programming Interface (API) for advanced customization and integration. The Vasont API allows for development of:
  • custom user interfaces;
  • web access to Vasont;
  • processing options;
  • Daemons.

Vasont Daemon Programs provides background processing routines that automate repetitive tasks such as extracting and loading content. Some customization is required to implement it.

Content Model

The content model and the corresponding rules of structure are defined by the administrator in the Vasont Administrator. These rules usually correspond closely to the structure rules defined in a Document Type Definition (DTD) or schema, but they may differ somewhat or may support multiple DTDs for different outputs. Structures may also be defined in Vasont, independent of a DTD, which is useful when storing documents and other digital assets that may need to be organized in a specific way but are not structured XML or SGML content. The rules of structure help guide you through the editing process by allowing you to place components in only the appropriate locations in a collection.

The Vasont Administrator is also used to define the big picture of how collections will be organized in Vasont, through the creation of content types and collection groups. These categories are represented in a tree or list view in Vasont and have symbols that represent them. This screen of a tree view shows the sequencing and grouping of collections.

The detailed items in a collection are called components. The top component in each tree view is called the primary. Normally a collection will contain many primaries.

Vasont has several classes of components and components can be broken down into smaller chunks, depending on the needs of the organization. The level of chunking is called granularity. It is essential to understand how your Vasont system has been configured so that you can find and edit the relevant material and maximize reuse. Granularity describes the smallest chunk of content stored in Vasont. A high level of granularity means that content is stored in large chunks. For example, you may have Book, Chapter, and Section components with no components defined at a level lower than Section. On the other hand, a very granular setup stores content in very small chunks, typically broken down into paragraph-level components or the equivalent.

Content types are the highest level of organization in Vasont and often serve as major divisions in content. Typically, different content types store content with very different content models, such as content used in different divisions or groups within a corporation. Content types are set up in the Vasont Administrator.

Content in each content type is organized into collections and optional collections groups. Inside of a content type called Publication, a collection such as Manuals is a grouping of similar content that follows the same structure. Depending on how similar the content model is, collections and collection groups within a single content type may share content. Collections in the same content type have similar content models so that content can be reused, moved, and referenced. Content in collections from different content types may be reused if the content types share similar raw components. Pointers are allowed from components in one collection to components in another collection and the collections can be in different content types.

Components are reusable chunks of content defined in the rules of structure for each collection. Although not required to, components usually correspond to elements in a document type definition (DTD). The three types of components are: text, multimedia, and pointer.

Metadata, or information about your content, helps you automate business logic and categorize, locate, filter, and extract content. Traditional types of metadata for topics include index entries that describe content or identifiers that can be used for cross-referencing or mapping context-sensitive help in software applications. Other examples of metadata include labeling content that applies to a particular customer or vendor, whether content should be published to an online help system or a printed manual, or other types of classifications. Metadata can be information that helps perform automated business logic through the use of Vasont Processing Options.

The Vasont Navigator provides an intuitive way to view, edit, reuse, and search content within a collection. Its hierarchical structure represents the organization of content in the system and icons indicate the state of items, including whether they have been included in a log. Components may be opened and closed individually or in groups. Open multiple Navigator windows to drag and drop content easily from one location to another, either within or across collections, rather than scrolling up and down the tree view.

Vasont provides powerful search capabilities to find and reuse content across the entire organization. The search function allows to search for content across collection boundaries. When performing a cross-collection search, you are prompted to select the collections to search and then specify query criteria for the content desired.

The Vasont Content Ownership feature gives a designated user the right to assign ownership to an individual user, or a group of users which provides the exclusive right to alter specified content. The designated user will have the right to assign ownership to a Primary component. Once ownership is assigned, the Vasont CMS then recognizes users who have permission to perform add/delete/change actions to the content, and prevents those who do not have ownership permissions from making changes to the content.

Each and every piece of unique content is stored in the raw material only once. Vasont compares content in the same raw component or in aliased raw components to determine if the content has been used in more than one instance. If the text of the components is the same, it is stored in the raw material as a single component. Vasont's ability to automatically reuse content where it can, without any specific setup, is called implicit reuse.

Depending on your setup, you may explicitly reuse content by referencing or “pointing to” relevant content from different contexts. For example, you may have a collection of shared procedure components that you can point to rather than storing the entire procedure in multiple locations.

Vasont can be used to store and manage embedded multimedia in structured content. It can also be used to provide a consistent organization and hierarchy to unstructured documents and other digital assets to provide an overall document management solution. Vasont stores both component-level graphics and unstructured documents as multimedia components.

Vasont offers a Translation Package that enables users to lower their overall translation costs by minimizing the amount of content that needs to be translated. This is possible because it keeps track of content that has already been translated and insures it is not re-translated. It also measures the amount of savings for each translation project by identifying the percentage of words that have already been translated.

It offers Translation Management that helps users manage projects and sub-projects by tracking dates, vendors, languages and status information. A translation project is a module of content that is being translated into multiple languages (i.e., a topic that is being translated into French, German, and Chinese). The sub-projects are each individual language to which the module is being translated (i.e., the specific French translation is a sub-project of the topic translation project).You can submit your projects for quote or send them for translation directly from Vasont's translation window. This window also provides word counts for each translation project.

Integration with translation vendors can be used with this package for an automated content delivery back and forth from Vasont. The translation package is used to consolidate the status information for all your translation projects in one place so you can keep your projects on schedule and lower your costs.

Saturday, October 24, 2015

Humanizing Big Data with Alteryx

In my last post, I described Teradata Unified Data Architecture™ product for big data. In today's post, I will describe Teradata partner Alteryx which provides innovative technology that can help you to get the maximum business value from your analytics using the Teradata Unified Data Architecture.™

Companies can extract the highest value from big data by combining all relevant data sources in their analysis. Alteryx makes it easy to create workflows that combine and blend data from relevant sources, bringing new and ad hoc sources of data into the Teradata Unified Data Architecture™ for rapid analysis. Analysts can collect data within this environment using connectors and SQL-H interfaces for optimal processing.

Create Business Analytics in an Easy-to-Use Workflow Environment

Using the design canvas and step-by-step, workflow-based environment of Alteryx, you can create analytics and analytic applications. With a single click, you can put those applications and answers to critical business questions in the hands of those who need them most. And when business conditions and underlying data change, Alteryx helps you iterate your analytic applications quickly and easily, without waiting for an IT organization or expensive statistical specialists.

Base Your Decisions on the Foresight of Accessible Predictive Analytics

Alteryx helps you make critical business decisions based on forward-looking, predictive analytics rather than past performance or simple guesswork. By embedding predictive analytics tools based on the R open source statistical language or any of the in-database analytic capabilities, Alteryx makes powerful statistical techniques accessible to everyone in your organization through a simple drag-and-drop interface.

Understand Where and Why Things Happen: Location Matters

Whether you are building a hyper-local marketing and merchandizing strategy or trying to understand the value of social media investments, location matters. Traditionally, this type of insight has been in the hands of a few geo specialists focused on mapping and trade areas. With Alteryx, you can put location specific intelligence in the hands of every decision maker.

With the rise of location-enabled devices such as smart phones and tablets, consumer and business interactions increasingly include a location data-point. This makes spatial analysis more critical than ever before. Alteryx provides powerful geospatial and location intelligence tools as part of any analytic workflow. You can visualize where events are taking place and make location-specific decisions.

Alteryx can push custom spatial queries into the Teradata Database to leverage its processing power and eliminate data movement. You can enrich your spatial data within the Teradata system using any or all of these functions provided by Alteryx:
  • geocoding of data;
  • drive-time analytics;
  • trade area creation;
  • spatial and demographic analysis;
  • spatial and predictive analysis;
  • mapping.
Alteryx simplifies the previously complex tasks of predictive and spatial analytics, so every employee in your organization can make critical business decisions based on real, verifiable facts.

Deliver the Right Data for the Right Question To The Right Person

To answer today’s complex business questions, you need to access your sources of insight in a single environment.That is why Alteryx allows you to bring together data from virtually any data source, whether structured, unstructured or cloud data, into an analytic application. Using Alteryx, you can extend the reach of business insight by publishing applications that let your business users run in-database analytics and get fast answers to their pressing business questions.

Teradata and Alteryx: Powerful Insights for Business Users

To exploit the opportunities of all their data, organizations need flexible data architectures as well as sophisticated analytic tools. Analysts need to rapidly gather, make sense of and derive insights from all the relevant data to make faster, more accurate strategic decisions. But given the variety of potential data sources, it is difficult for any single tool to be most effective at capturing, storing and exploring data. Using the Teradata Unified Data Architecture™ with Alteryx enables you to explore data from multiple sources, as well as the ability to deploy the insights derived from the data.

You can create sophisticated analytics, taking advantage of new, multi-structured data sources to deliver the most ROI. The combined solution:
  • integrates and addresses both structured and emerging multi-structured data Leverages the Teradata Integrated Data Warehouse, Teradata Aster Discovery platform and Hadoop to optimal advantage;
  • creates both in-database and cross-platform analytics quickly without requiring specialized SQL, MapReduce or R programming skills;
  • lets you combine the capabilities of the Alteryx environment with routines developed in other analytical tools within a single analytical workflow;
  • easily deploys analytics to the appropriate users beyond the analyst community.
The combined solution of Alteryx and the Teradata Unified Data Architecture™ provides an IT-friendly environment that supports the need to analyze data found inside and outside the data warehouse. Analysts and business users can leverage powerful engines to create and execute integrated applications. This kind of analysis is only possible with an environment that can bring together routines created by separate tools and running on different platforms.

Enhancing the Teradata Unified Data Architecture™ with the speed and agility of Alteryx creates a powerful environment for traditional and self-service analytics using integrated data and massively parallel processing platforms. It delivers:
  • a complete solution for the full life-cycle of strategic and big data analytics, from transforming, enriching and loading data to designing analytic workflows and putting easy-to-use analytic applications in the hands of business users;
  • improved ability to manage and extract value from structured and multi-structured data;
  • ability for business analysts to create data labs and perform predictive and spatial analytics on the Teradata data warehouse and Teradata Aster discovery platforms;
  • faster analytical processing within applications using in-database analytics in Teradata and SQL MapReduce functions in Teradata Aster.
The Alteryx solution helps customers with the Teradata Unified Data Architecture™ achieve these benefits by providing the following:
  • robust set of analytical functions;
  • access to a rich catalog of horizontal and industry-specific analytic applications in the
  • Alteryx Analytics Gallery;
  • syndicated household, demographic, firmographic, map and Census data to enrich existing sources;
  • native data integration and in-database analytical support for Teradata data warehouse and Teradata Aster capabilities;
  • ability to leverage Teradata SQL-H™ for accessing Hadoop data from Aster or Teradata Database platforms.
Use Case: Predicting and Preventing Customer Leave

Problem

A global communication service provider is interested in preventing customers leaving by identifying at-risk customers and providing special offers that reduce the likelihood of leaving in a profitable way. To do this, they need predictive analytics.

Solution

Teradata and Alteryx deliver an end-to-end analytic workflow process from data consumption and analysis to application deployment. Alteryx integrates and loads call detail records from diverse sources along with customer data from the Teradata warehouse into the Aster database to create a complete, rich data set for iterative analysis. You can run iterative discovery analysis to determine the key indicators behind customer leaving and loyalty. These key indicators are captured as repeatable applications to enrich the data warehouse with leaving and loyalty scores. In addition, the discovery analysis is captured and deployed to the business users as a parameterized application for further iterative analysis.

Key Solution Components
  • Aster Discovery platform for deep analytics and segmentation;
  • Teradata data warehouse to operate and deploy insights and enriched data across the enterprise;
  • Alteryx for the user workflow engine to orchestrate data blending and analytics.
Benefits
  • Ability to identify key customers that are likely move candidates;
  • determine problem spots on the network (cell sites, network elements) that are driving move;
  • discover other key reasons for move (performance, competitive offers);
  • discover which offers have prevented churn for similar customers in the past;
  • identify which offers will work and evaluate a least-cost offer to prevent move;
  • ability to make offers to keep customers from leaving;
  • deeper understanding of customer behavior.

Monday, October 12, 2015

Teradata - Analytics for Big Data

Successful companies know that analytics is the key to winning customer loyalty, optimizing business processes and beating their competitors. 

By integrating data from multiple parts of the organization to enable cross-functional analysis and a 360-degree view of the customer, businesses can make the best possible decisions. With more data and more sophisticated analytics, you can realize even greater business value.

Today businesses can tap new sources of data for business analytics, including web, social, audio/video, text, sensor data and machine-generated data. But with these new opportunities come new challenges.

For example, structured data (from databases) fits easily into a relational database model with SQL-based analytics. Other semi-structured or unstructured data may require non-SQL analytics, which are difficult for business users and analysts who require SQL access and
iterative analytics.

Another challenge is identifying the nuggets of valuable data from among and between multiple data sources. Analysts need to run iterations of analysis quickly against differing data sets, using familiar tools and languages. Data discovery can be especially challenging if data is stored on multiple systems employing different technologies.

Finally, there is the challenge of simply handling all the data. New data sources often generate data at extremely high frequencies and volumes. Organizations need to capture, refine and store the data long enough to determine which data to keep, all at an affordable price.

To exploit the competitive opportunities buried in data from diverse sources, you need a strong analytic foundation capable of handling large volumes of data efficiently. Specifically, you need to address the following three capabilities:

Data Warehousing - integrated and shared data environments for managing the business and delivering strategic and operational analytics to the extended organization.

Data Discovery - discovery analytics to rapidly explore and unlock insights from big data using a variety of analytic techniques accessible to mainstream business analysts.

Data Staging - a platform for loading, storing and refining data in preparation for analytics.

Teradata Unified Data Architecture™ product includes a Teradata data warehouse platform and the Teradata Aster discovery platform for analytics, as well as open-source Apache Hadoop for data management and storage as needed.

Data Warehousing

The Teradata Active Enterprise Data Warehouse is the foundation of the integrated data warehouse solution. This appliance works well for smaller data warehouses or application-specific data marts.

Data Discovery

For data discovery, the Teradata platform uses patented SQL-MapReduce® on the Aster Big Analytics Appliance, providing pre-packaged analytics and applications for data-driven discovery. Mainstream business users can easily access this insight using familiar SQL-based interfaces and leading business intelligence (BI) tools. If you are performing discovery on structured data, a partitioned data lab in the data warehouse is the recommended solution.

Data Staging

Hadoop is an effective, low-cost technology for loading, storing and refining data within the unified architecture. However, Hadoop is not designed as an analytic platform.

The Teradata Data Warehouse Appliance and the Teradata Extreme Data Appliance offer cost-effective storage and analytics for structured data. The Teradata Unified Data Architecture™ integrates these components into a cohesive, integrated data platform that delivers the following capabilities:
  • unified management of both structured and unstructured data at optimal cost;
  • powerful analytics spanning SQL and MapReduce analytics;
  • seamless integration with the existing data warehouse environment and user skillset.
The Teradata Unified Data Architecture™ handles all types of data and diverse analytics for both business and technical users while providing an engineered, integrated and fully supported solution.

Wednesday, September 30, 2015

conceptClassifier for SharePoint

conceptClassifier for SharePoint is the enterprise automatic semantic metadata generation and taxonomy management solution. It is based on an open architecture with all APIs based on XML and Web Services. conceptClassifier for SharePoint supports all versions of SharePoint, SharePoint Online, Office 365, and OneDrive for Business.

Incorporating industry recognized Smart Content Framework™ and intelligent metadata enabled solutions, conceptClassifier for SharePoint provides a complete solution to manage unstructured and semi-structured data regardless of where it resides.

Utilizing unique compound term processing technology, conceptClassifier for SharePoint natively integrates with SharePoint and solves a variety of business challenges through concept identification capabilities.

Key Features
  • Tag content across the enterprise with conceptual metadata leveraging valuable legacy data.
  • Classify consistent meaningful conceptual metadata to enterprise content, preventing incorrect meta tagging.
  • Migrate tagged and classified content intelligently to locations both within and outside of SharePoint.
  • Retrieve precise information from across the enterprise when and how it is needed.
  • Protect sensitive information from exposure with intelligent tagging.
  • Preserve information in accordance with records guidelines by identifying documents of record and eliminating inconsistent end user tagging.
Components

conceptClassifier

Both automated and manual classification is supported to one or more term sets within the Term Store and across content hubs.

conceptTaxonomyManager

This is an advanced enterprise class, easy-to-use taxonomy and term set development and management tool. It integrates natively with the SharePoint Term Store reading and writing in real-time ensuring that the taxonomy/term set definition is maintained in only one place, the SharePoint Term Store. Designed for use by Subject Matter Experts, the Term Store and/or taxonomy is easily developed, tested, and refined.

Term Set Migration tools are also a component of conceptTaxonomyManager that enable term sets to be developed on one server (e.g. on-premise server) and then migrated to another server (e.g. Office 365 server) in an incremental fashion and preserving all GUIDs. This is a key requirement in migration.

conceptSearch Compound Term Processing Engine

Licensed for the sole use of building and refining the taxonomy/term set, the engine provides automatic semantic metadata generation that extracts multi-word terms or concepts along with keywords and acronyms. conceptSearch is an enterprise search engine and is sold as a separate product.

SharePoint Feature Set

Provides SharePoint integration and an additional multi-value pick-list browse taxonomy control enabling users to combine free text and taxonomy browse searching.

Products

These are base platform and optional products that are needed to solve your particular business process challenge and leverage your SharePoint investment.

Search Engine Integration

This functionality is provided via conceptClassifier for SharePoint to integrate with any Microsoft search engine being used within SharePoint. conceptClassifier for SharePoint also supports integration with most non-SharePoint search engines and can perform on the fly classification with search engines calling the classify API.

Search engine support includes SharePoint, the former FAST products, Solr, Google Search Appliance, Autonomy, and IBM Vivisimo. If the FAST Pipeline Stage is required, this is sold as a separate product.

Intelligent Document Classification

This functionality is provided via conceptClassifier for SharePoint, to classify documents based upon concepts and multi-word terms that form a concept. Automatic and/or manual classification is included.

Content managers with the appropriate security can also classify content in real time. Content can be classified not only from within SharePoint but also from diverse repositories including File Shares, Exchange Public Folders, and websites. All content can be classified on the fly and classified to one or more taxonomies.

Taxonomy Management and Term Store Integration

With the Term Store functionality in SharePoint, organizations can develop a metadata model using out-of-the-box SharePoint capabilities. conceptClassifier for SharePoint provides native integration with the term store and the Managed Metadata Service application, where changes in the term store will be automatically available in the taxonomy component, and any changes in the taxonomy component will be immediately available in the term store.

A compelling advantage is the ability to consistently apply semantic metadata to content and auto-classify it to the Term Store metadata model. This solves the challenges of applying the metadata to a large number of documents and eliminates the need for end users to correctly tag content. Utilizing the taxonomy component, the taxonomies can be tested, validated, and managed, which is not a function provided by SharePoint.

Intelligent Migration

Using conceptClassifier for SharePoint, an intelligent approach to migration can be achieved. As content is migrated, it is analyzed for organizationally defined descriptors and vocabularies, which will automatically classify the content to taxonomies, or optionally the SharePoint Term Store, and automatically apply organizationally defined workflows to process the content to the appropriate repository for review and disposition.

Intelligent Records Management

The ability to intelligently identify, tag, and route documents of record to either a staging library and/or a records management solution is a key component to driving and managing an effective information governance strategy. Taxonomy management, automatic declaration of documents of record, auto-classification, and semantic metadata generation are provided via conceptClassifier for SharePoint and conceptTaxonomyWorkflow.

Data Privacy

Fully customizable to identify unique or industry standard descriptors, content is automatically meta-tagged and classified to the appropriate node(s) in the taxonomy based upon the presence of the descriptors, phrases, or keywords from within the content.

Once tagged and classified the content can be managed in accordance with regulatory or government guidelines. The identification of potential information security exposures includes the proactive identification and protection of unknown privacy exposures before they occur, as well as monitoring in real time organizationally defined vocabulary and descriptors in content as it is created or ingested. Taxonomy, classification, and metadata generation are provided via conceptClassifier for SharePoint.

eDiscovery, Litigation Support, and FOIA Requests

Taxonomy, classification, and metadata generation are provided via conceptClassifier for SharePoint. This is highly useful when relevance, identification of related concepts, vocabulary normalization are required to reduce time and improve quality of search results.

Text Analytics

Taxonomy, classification, and metadata generation are provided via the conceptClassifier for SharePoint. A third party business intelligence or reporting tool is required to view the data in the desired format. This is useful to cleanse the data sources before using text analytics to remove content noise, irrelevant content, and identify any unknown privacy exposures or records that were never processed.

Social Networking

Taxonomy, classification, and metadata generation are provided via conceptClassifier for SharePoint. Integration with social networking tools can be accomplished if the tools are available in .NET or via SharePoint functionality. This is useful to provide structure to social networking applications and provide significantly more granularity in relevant information being retrieved.

Business Process Workflow

conceptTaxonomyWorkflow serves as a strategic tool managing migration activities and content type application across multiple SharePoint and non-SharePoint farms and is platform agnostic. This add-on component delivers value specifically in migration, data privacy, and records management, or in any application or business process that requires workflow capabilities.

conceptTaxonomyWorkflow is required to apply action on a document, optionally automatically apply a content type and route to the appropriate repository for disposition.

An additional add-on product, conceptContentTypeUpdater is deployed at the site collection level, can be used by site administrators, and will change the SharePoint content type based on results from pre-defined workflows and is used only in the SharePoint environment.

Where does conceptClassifier for SharePoint fill the gaps?
  • SharePoint has no ability to automatically create and store classification metadata.
  • SharePoint has no taxonomy management tools to manage, test, and validate taxonomies based on the Term Store.
  • SharePoint has no auto-classification capabilities.
  • SharePoint has no ability to generate semantic metadata and surface it to search engines to improve search results.
  • SharePoint has no ability to automatically tag content with vocabulary or retention codes for records management.
  • SharePoint has no ability to automatically update the content type for records management or privacy protection and route to the appropriate repository.
  • SharePoint has no ability to provide intelligent migration capabilities based on the semantic metadata within content, identify previously undeclared documents of record, unidentified privacy exposures, or information that should be archived or deleted.
  • SharePoint has no ability to provide granular and structured identification of people, content recommendations, and organizational knowledge assets.
Leveraging Your SharePoint Investment

When evaluating a technology purchase and the on-going investment required to deploy, customize, and maintain, the costs can scale quickly. Because conceptClassifier for SharePoint is an enterprise infrastructure component, you can leverage your investment through:
  • Native real-time read/write with the term store.
  • Ability to implement workflow and automatic content type updating.
  • Reduce IT Staff requirements to support diverse applications.
  • Reduce costs associated with the purchase of multiple, stand-alone applications
  • Deploy once, utilize multiple times.
  • Rapidly integrated with any SharePoint or any .Net application.
  • Used by Subject Matter Experts, not IT staff, does not require outside resources to manage and maintain.
  • Eliminate unproductive and manual end user tagging and the support required by business units and IT.
  • Reduce hardware expansion costs due to scalability and performance features.
  • Deployable as an on-premise, cloud, or hybrid solution.
Leveraging Your Business Investment

The real value of your investment includes both technology and the demonstrable ROI that can be generated from improving business processes. conceptClassifier for SharePoint has been deployed to solve individual or multiple challenges including:
  • Enables concept based searching regardless of search engine.
  • Reduces organizational costs associated with data exposures, remediation, litigation, fines and sanctions.
  • Eliminates manual metadata tagging and human inconsistencies that prohibit accurate metadata generation.
  • Prevents the portability and electronic transmission of secured assets.
  • Assists in the migration of content by identifying records as well as content that should have been archived, contains sensitive information, or should be deleted.
  • Protects record integrity throughout the individual document lifecycle.
  • Creates virtual centralization through the ability to link disparate on-premise and off-premise content repositories.
  • Ensures compliance with industry and government mandates enabling rapid implementation to address regulatory changes.
Benefits

The combination of the Smart Content Framework™, conceptClassifier for SharePoint, and the deployment of intelligent metadata enabled solutions result in a comprehensive and complete approach to SharePoint enterprise metadata management. Specific benefits are:
  • Eliminate manual tagging.
  • Improve enterprise search.
  • Facilitate records management.
  • Detect and automatically secure unknown privacy exposures.
  • Intelligently migrate content.
  • Enhance eDiscovery, litigation support, and FOIA requests.
  • Enable text analytics.
  • Provide structure to Enterprise 2.0.

Friday, July 31, 2015

Dublin Core Metadata Applications - Web Ontology Language (OWL)

In my last post, I described one of the most used applications of Dublin Core Metadata - RDF. In today's post, I will describe second most used applications of Dublin Core Metadata - Web Ontology Language (OWL).

The Web Ontology Language (OWL) is a family of knowledge representation languages for authoring ontology. Ontology is a formal way to describe taxonomy and classification networks, essentially defining the structure of knowledge for various domains: the nouns represent classes of objects and the verbs represent relations between the objects.

An ontology defines the terms used to describe and represent an area of knowledge. Ontologies are used by people, databases, and applications that need to share domain information (a domain is just a specific subject area or area of knowledge, like medicine, tool manufacturing, real estate, automobile repair, financial management, etc.). Ontologies include computer-usable definitions of basic concepts in the domain and the relationships among them. They encode knowledge in a domain and also knowledge that spans domains. In this way, they make that knowledge reusable.

Ontology resembles class hierarchies. It is meant to represent information on the Internet and are expected to be evolving almost constantly. Ontologies are typically very flexible as they are coming from all sorts of data sources.

The OWL languages are characterized by formal semantics. They are built upon a W3C XML standard for RDF objects. I described RDF in my previous post.

The data described by an ontology in the OWL family is interpreted as a set of "individuals" and a set of "property assertions" which relate these individuals to each other. An ontology consists of a set of axioms which place constraints on sets of individuals (called "classes") and the types of relationships permitted between them. These axioms provide semantics by allowing systems to infer additional information based on the data explicitly provided.

OWL ontologies can import other ontologies, adding information from the imported ontology to the current ontology.

For example: an ontology describing families might include axioms stating that a "hasMother" property is only present between two individuals when "hasParent" is also present, and individuals of class "HasTypeOBlood" are never related via "hasParent" to members of "HasTypeABBlood" class. If it is stated that the individual Harriet is related via "hasMother" to the individual Sue, and that Harriet is a member of the "HasTypeOBlood" class, then it can be inferred that Sue is not a member of "HasTypeABBlood".

The W3C-endorsed OWL specification includes the definition of three variants of OWL, with different levels of expressiveness. These are OWL Lite, OWL DL and OWL Full

OWL Lite

OWL Lite was originally intended to support those users primarily needing a classification hierarchy and simple constraints. It is not widely used.

OWL DL

OWL DL includes all OWL language constructs, but they can be used only under certain restrictions (for example, number restrictions may not be placed upon properties which are declared to be transitive). OWL DL is so named due to its correspondence with description logic, a field of research that has studied the logics that form the formal foundation of OWL.

OWL Full

OWL Full is based on a different semantics from OWL Lite or OWL DL, and was designed to preserve some compatibility with RDF Schema. For example, in OWL Full a class can be treated simultaneously as a collection of individuals and as an individual in its own right; this is not permitted in OWL DL. OWL Full allows an ontology to augment the meaning of the pre-defined (RDF or OWL) vocabulary.

OWL Full is intended to be compatible with RDF Schema (RDFS), and to be capable of augmenting the meanings of existing Resource Description Framework (RDF) vocabulary. This interpretation provides the meaning of RDF and RDFS vocabulary. So, the meaning of OWL Full ontologies are defined by extension of the RDFS meaning, and OWL Full is a semantic extension of RDF.

Every OWL ontology must be identified by an URI. For example: Ontology(). The languages in the OWL family use the open world assumption. Under the open world assumption, if a statement cannot be proven to be true with current knowledge, we cannot draw the conclusion that the statement is false.


Languages in the OWL family are capable of creating classes, properties, defining instances and its operations.

Instances

An instance is an object. It corresponds to a description logic individual.

Classes

A class is a collection of objects. It corresponds to a description logic (DL) concept. A class may contain individuals, instances of the class. A class may have any number of instances. An instance may belong to none, one or more classes. A class may be a subclass of another, inheriting characteristics from its parent superclass.

Class and their members can be defined in OWL either by extension or by intension. An individual can be explicitly assigned a class by a Class assertion, for example we can add a statement Queen Elizabeth is a(an instance of) human, or by a class expression with ClassExpression statements of every instance of the human class who has a female value to is an instance of the woman class.

Properties

A property is a directed binary relation that specifies class characteristics. It corresponds to a description logic role. They are attributes of instances and sometimes act as data values or link to other instances. Properties may possess logical capabilities such as being transitive, symmetric, inverse and functional. Properties may also have domains and ranges.

Datatype Properties

Datatype properties are relations between instances of classes and RDF literals or XML schema datatypes. For example, modelName (String datatype) is the property of Manufacturer class. They are formulated using owl:DatatypeProperty type.

Object Properties

Object properties are relations between instances of two classes. For example, ownedBy may be an object type property of the Vehicle class and may have a range which is the class Person. They are formulated using owl:ObjectProperty.

Operators

Languages in the OWL family support various operations on classes such as union, intersection and complement. They also allow class enumeration, cardinality, and disjointness.

Metaclasses

Metaclasses are classes of classes. They are allowed in OWL full or with a feature called class/instance punning.

Syntax

The OWL family of languages supports a variety of syntaxes. It is useful to distinguish high level syntaxes aimed at specification from exchange syntaxes more suitable for general use.

High Level

These are close to the ontology structure of languages in the OWL family.

OWL Abstract Syntax

This high level syntax is used to specify the OWL ontology structure and semantics.

The OWL abstract syntax presents an ontology as a sequence of annotations, axioms and facts. Annotations carry machine and human oriented metadata. Information about the classes, properties and individuals that compose the ontology is contained in axioms and facts only. Each class, property and individual is either anonymous or identified by an URI reference. Facts state data either about an individual or about a pair of individual identifiers (that the objects identified are distinct or the same). Axioms specify the characteristics of classes and properties.

OWL2 Functional Syntax

This syntax closely follows the structure of an OWL2 ontology. It is used by OWL2 to specify semantics, mappings to exchange syntaxes and profiles

OWL2 XML Syntax

OWL2 specifies an XML serialization that closely models the structure of an OWL2 ontology.

Manchester Syntax

The Manchester Syntax is a compact, human readable syntax with a style close to frame languages. Variations are available for OWL and OWL2. Not all OWL and OWL2 ontologies can be expressed in this syntax.

OWL is playing an important role in an increasing number and range of applications, and is the focus of research into tools, reasoning techniques, formal foundations and language extensions.

Wednesday, July 8, 2015

Dublin Core Metadata Applications - RDF

The Dublin Core Schema is a small set of vocabulary terms that can be used to describe different resources.

Dublin Core Metadata may be used for multiple purposes, from simple resource description, to combining metadata vocabularies of different metadata standards, to providing inter-operability for metadata vocabularies in the Linked data cloud and Semantic web implementations.

Most used applications of Dublin Core Metadata are RDF and OWL. I will describe OWL in my next post.

RDF stands for Resource Description Framework. It is a standard model for data interchange on the Web. RDF has features that facilitate data merging even if the underlying schemas differ, and it specifically supports the evolution of schemas over time without requiring all the data consumers to be changed.

RDF extends the linking structure of the Web to use URIs to name the relationship between things as well as the two ends of the link (this is usually referred to as a “triple”). Using this simple model, it allows structured and semi-structured data to be mixed, exposed, and shared across different applications.

This linking structure forms a directed, labeled graph, where the edges represent the named link between two resources, represented by the graph nodes. This graph view is the easiest possible mental model for RDF and is often used in easy-to-understand visual explanations.

RDF Schema or RDFS is a set of classes with certain properties using the RDF extensible knowledge representation data model, providing basic elements for the description of ontologies, otherwise called RDF vocabularies, intended to structure RDF resources. These resources can be saved in a triplestore to reach them with the query language SPARQL.

The first version RDFS version was published by the World-Wide Web Consortium (W3C) in April 1998, and the final W3C recommendation was released in February 2004. Many RDFS components are included in the more expressive Web Ontology Language (OWL).

Main RDFS constructs

RDFS constructs are the RDFS classes, associated properties, and utility properties built on the limited vocabulary of RDF.

Classes

Resource is the class of everything. All things described by RDF are resources.
Class declares a resource as a class for other resources.

A typical example of a Class is "Person" in the Friend of a Friend (FOAF) vocabulary. An instance of "Person" is a resource that is linked to the class "Person" using the type property, such as in the following formal expression of the natural language sentence: "John is a Person".

example: John rdf:type foaf:Person

The other classes described by the RDF and RDFS specifications are:
  • Literal – literal values such as strings and integers. Property values such as textual strings are examples of literals. Literals may be plain or typed.
  • Datatype – the class of datatypes. Datatype is both an instance of and a subclass of Class. Each instance of:Datatype is a subclass of Literal.
  • XMLLiteral – the class of XML literal values.XMLLiteral is an instance of Datatype (and thus a subclass of Literal).
  • Property – the class of properties.
Properties

Properties are instances of the class Property and describe a relation between subject resources and object resources.

For example, the following declarations are used to express that the property "employer" relates a subject, which is of type "Person", to an object, which is of type "Organization":

ex:employer rdfs:domain foaf:Person

ex:employer rdfs:range foaf:Organization

Hierarchies of classes support inheritance of a property domain and range from a class to its sub-classes:
  • subPropertyOf is an instance of Property that is used to state that all resources related by one property are also related by another.
  • Label is an instance of Property that may be used to provide a human-readable version of a resource's name.
  • Comment is an instance of Property that may be used to provide a human-readable description of a resource.
Utility properties

seeAlso is an instance of Property that is used to indicate a resource that might provide additional information about the subject resource.

isDefinedBy is an instance of Property that is used to indicate a resource defining the subject resource. This property may be used to indicate an RDF vocabulary in which a resource is described.

Tuesday, June 30, 2015

Search Applications - Concept Searching

Concept Searching Limited is a software company which specializes in information retrieval software. It has products for Enterprise search, Taxonomy Management and Statistical classification.

Concept Searching Technology Platform

The Concept Searching Technology Platform is based on our Smart Content Framework™ for information governance, and incorporates best practices for developing an enterprise framework to mitigate risk, automate processes, manage information, protect privacy, and address compliance issues. Underlying the framework is the technology to:
  • Automatically generate semantic metadata using Compound Term Processing.
  • Auto-classify content from diverse repositories.
  • Easily develop, deploy, and manage taxonomies.
The framework is being used to enable intelligent metadata enabled solutions to improve search, records management, enterprise metadata management, text analytics, migration, enterprise social networking, and data security.

Features
  • Compound terms are extracted when content is indexed from internal or external content sources, enabling the delivery of greater precision of relevant content at the top of search results.
  • Relevance ranking displays extracts from the documents based on the query.
  • Search refinement delivers to the end user highly correlated concepts that may be used to refine the search.
  • Taxonomy browse capabilities are standard.
  • Documents can be classified into one or more taxonomy nodes, enhancing the precision of documents returned.
  • In addition to static summaries, Dynamic Summarization, a modified weighting system, can be applied that will identify in real-time short extracts that are most relevant to the user’s query.
  • Related Topics will return results based on the conceptual meaning of the search terms used, using the ability to generate compound terms in a search. For example, ‘triple’ is a single word term but ‘triple heart bypass’ is a compound term that provides a more granular meaning.
  • Based on previous queries, or on extracts retrieved, end users can use the text to perform additional searches to retrieve more granular results.
  • The product is based on an open architecture with all API’s based on XML and Web Services. Transparent access to system internals including the statistical profile of terms is standard.
  • Highly scalable.
  • High performance specifically with classification occurring in real time.
  • Easily customized to achieve your organizations’ objectives.
Base Components in the Concept Searching Technology Framework

Conceptual Search Platform

conceptSearch, is Concept Searching’s enterprise search product and a key component in the Concept Searching Technology Platform. It is a unique, language independent technology and is the first content retrieval solution to integrate relevance ranking based on the Bayesian Inference Probabilistic Model and concept identification based on Shannon’s Information Theory.

Unlike other enterprise search engines that require significant customization with marginal results, conceptSearch is delivered with an out-of-the-box application that demonstrates a simple search interface and indexing facilities for internal content, web sites, file systems, and XML documents. Application developers experience a minimal learning curve and the organization can look forward to a rapid return on investment.

Because of the innovative technology, conceptSearch delivers both high precision and high recall. Precision and recall are the two key performance measures for information retrieval. Precision is the retrieval of only those items that are relevant to the query. Recall is the retrieval of all items that are relevant to the query. Yet most information retrieval technologies are less than 22% accurate for both precision and recall. The ideal goal is to have these features balanced. Compound term processing has the ability to increase precision with no loss of recall.

conceptSearch is particularly important for organizations that need sophisticated search and retrieval solutions. By weighting multi-word phrases, instead of single words, or words in proximity, the retrieval experience is more accurate and relevant. The ability for the search engine to identify concepts enables organizations to improve the search experience for a variety of business requirements.

Search Engine Integration

This functionality is provided via the Concept Searching Technology platform to integrate with any search engine. The Concept Searching Technology platform can perform as on the fly classification with search engines calling the classify API. Search engine support includes SharePoint, the former FAST products, Office 365 Search, Solr, Google Search Appliance, Autonomy, and IBM Vivisimo. If the FAST Pipeline Stage is required, this is sold as a separate product.

conceptClassifier

conceptClassifier is a leading-edge rules based categorization module providing control of rules-based descriptors unique to an organization. conceptClassifier delivers a categorization descriptor table, which is easy to implement and maintain, through which all rules and terms can be defined and managed. This approach eliminates the error-prone results of ‘training’ algorithms typically found in other text retrieval solutions and enables human intervention to effectively tune classification results.

Functionality is provided via the Concept Searching Technology platform, to classify documents based upon concepts and multi-word terms that form a concept. Automatic and/or manual classification is included. Knowledge workers with the appropriate security rights can also classify content in real time. Content can be classified from diverse repositories including SharePoint, Office 365, file shares, Exchange public folders, and websites. All content can be classified on the fly and classified to one or more taxonomies.

conceptTaxonomyManager

This is an advanced enterprise class, easy-to-use taxonomy development and management tool, still unique in the industry. Developed on the premise that a taxonomy solution should be used by business professionals, and not the IT team or librarians, the end result is a highly interactive and powerful tool that has been proven to reduce taxonomy development by up to 80% (client source data).

conceptTaxonomyManager is a simple to use, has an intuitive user interface designed for Subject Matter Experts, and does not require IT or Information Scientist expertise to build, maintain and validate taxonomies for the enterprise. conceptTaxonomyManager has the capability to automatically group unstructured content together based on an understanding of the concepts and ideas that share mutual attributes while separating dissimilar concepts.

This approach is instrumental in delivering relevant information via the taxonomy structure as well as using the semantic metadata in enterprise search to reduce time spent finding information, increase relevancy and accuracy of the search results, and enable the re-use and re-purposing of content. Using one or more taxonomies, unstructured content can be leveraged to improve any application that uses metadata. This flexibility extends to records management, information security, migration, text analytics, and collaboration.

Intelligent Migration

Using the Concept Searching Technology platform an intelligent approach to migration can be achieved. As content is migrated it is analyzed for organizationally defined descriptors and vocabularies, which will automatically classify the content to taxonomies, or in the SharePoint environment, the SharePoint Term Store, and automatically apply organizationally defined workflows to process the content to the appropriate repository for review and disposition.

conceptSQL

This product provides the ability to define a document structure based on information held in a Microsoft SQL Server. A document can include any number of text and metadata fields and can span multiple tables if required. conceptSQL supports SQL 2005, 2008, and 2012. A powerful but easy to use configuration tool is supplied eliminating the need for any programming. Templates are provided for out of the box support for Documentum, Hummingbird, and Worksite/Interwoven DMS.

SharePoint Feature Set

The SharePoint Feature Set includes the following components: farm solution with feature sets, Term Store integration, taxonomy tree control for editing, refinement panel integration, event handlers for notification of changes, management of classification status column, web service advanced functionality (implement system update or preserve GUIDS), automated site column creation.

Intelligent Records Management

The ability to intelligently identify, tag, and route documents of record to either a staging library and/or a records management solution is a key component in driving and managing an effective information governance strategy. Taxonomy management, automatic declaration of documents of record, auto-classification, and semantic metadata generation are provided via the Concept Searching Technology platform and conceptTaxonomyWorkflow.

Data Privacy

Fully customizable to identify unique or industry standard descriptors, content is automatically meta-tagged and classified to the appropriate node(s) in the taxonomy based upon the presence of the descriptors, phrases, or keywords from within the content. Once tagged and classified the content can be managed in accordance with regulatory or government guidelines.

The identification of potential information security exposures includes the proactive identification and protection of unknown privacy exposures before they occur, as well as real-time monitoring of organizationally defined vocabulary and descriptors in content as it is created or ingested. Taxonomy, classification, and metadata generation are provided via the Concept Searching Technology platform and conceptTaxonomyWorkflow.

eDiscovery and Litigation Support

Taxonomy, classification, and metadata generation are provided via the Concept Searching Technology platform. This is highly useful when relevance, identification of related concepts, vocabulary normalization are required to reduce time and improve quality of search results.

Text Analytics

Taxonomy, classification, and metadata generation are provided via the Concept Searching Technology platform. A third party business intelligence or reporting tool is required to view the data in the desired format. This is useful to cleanse the data sources before using text analytics to remove content noise, irrelevant content, and identify any unknown privacy exposures or records that were never processed.

Social Networking

Taxonomy, classification, and metadata generation are provided via the Concept Searching Technology platform. Integration with social networking tools can be accomplished if the tools are available in .NET or via SharePoint functionality. This is useful to provide structure to social networking applications and provide significantly more granularity in relevant information being retrieved.

Business Process Workflow

conceptTaxonomyWorkflow serves as a strategic tool managing migration activities and content type application across multiple SharePoint and non-SharePoint farms and is platform agnostic. This add-on component delivers value specifically in migration, data privacy, and records management, or in any application or business process that requires workflow capabilities.

conceptTaxonomyWorkflow is required to apply action on a document, optionally automatically apply a content type and route to the appropriate repository for disposition.

Wednesday, June 24, 2015

Thesaurus Principles

Thesaurus is necessary for effective information retrieval. A major purpose of a thesaurus is to match the terms brought to the system by an enquirer with the terms used by the indexer.

Whenever there are alternative names for a type of item, we have to choose one to use for indexing, and provide an entry under each of the others saying what the preferred term is. The goal of the thesaurus, and the index which is built by allocating thesaurus terms to objects, is to provide useful access points by which that record can be retrieved.

For example, if we index all full-length ladies' garments as dresses, then someone who searches for frocks must be told that they should look for dresses instead.

This is no problem if the two words are really synonyms, and even if they do differ slightly in meaning it may still be preferable to choose one and index everything under that. I do not know the difference between dresses and frocks but I am fairly sure that someone searching a modern clothing collection who was interested in the one would also want to see what had been indexed under the other. We would do this by linking the terms with the terms Use and Use for, like this:

Dresses
USE FOR
Frocks

Frocks
USE
Dresses

This may be shown in a printed list, or it may be held in a computer system, which can make the substitution automatically. If an indexer assigns the term Frocks, the computer will change it to Dresses, and if someone searches for Frocks the computer will search for Dresses instead, so that the same items will be retrieved whichever term is used.

Use and Use For relationships are also used between synonyms or pairs of terms which are so nearly the same that they do not need to be distinguished in the context of a particular collection. For example:

Nuclear energy
USE
Nuclear power

Nuclear power
USE FOR
Nuclear energy

Hierarchical Relationships

If we have a hundred jackets, a list under a single term will be too long to look through easily, and we should use the more specific terms. In that case, we have to make sure that a user will know what terms there are. We do this by writing a list of them under the general heading. For example:

Jackets
NT (Narrower Terms)
Dinner Jackets
Flying Jackets
Sports Jackets

In the thesaurus, BT(Broader Terms)/NT relationships can be used for parts and wholes in only four special cases: parts of the body, places, disciplines and hierarchical social structures.

Good computer software should allow you to search for "Jackets and all its narrower terms" as a single operation, so that it will not be necessary to type in all the possibilities if you want to do a generic search.

Related Terms

Related terms may be of several kinds:

1. Objects and the discipline in which they are studied, such as Animals and Zoology.
2. Process and their products, such as Weaving and Cloth.
3. Tools and the processes in which they are used, such as Paint brushes and Painting.

It is also possible to use the Related Term relationship between terms which are of the same kind, not hierarchically related, but where someone looking for one ought also to consider searching under the other, e.g. Beds RT Bedding; Quilts RT Feathers; Floors RT Floor coverings.

Definitions and Scope Notes

Record information which is common to all objects to which a term might be applicable. Where there is any doubt about the meaning of a term, or the types of objects which it is to represent, attach a scope note. For example:

Fruit
SN
distinguish from Fruits as an anatomical term
BT
Foods
Preserves
SN
includes jams
Neonates
SN
covers children up to the age of about 4 weeks; includes premature infants

Form of Thesaurus

A list based on these relationships can be arranged in various ways; alphabetical and hierarchical sequences are usually required, and thesaurus software is generally designed to give both forms of output from a single input.

Poly-hierarchies

a term can have several broader terms, if it belongs to several broader categories. The thesaurus is then said to be poly-hierarchical. Cardigans, for example, are simultaneously Knitwear and Jackets, and should be retrieved whenever either of these categories is being searched for.

With a poly-hierarchical thesaurus it would take more space to repeat full hierarchies under each of several broader terms in a printed version, but this can be overcome by using references, as Root does. There is no difficulty in displaying poly-hierarchies in a computerized version of a thesaurus.

Singular or Plurals

Thesaurus creation standards prescribe to use plural forms of nouns.

Use of Thesaurus

A thesaurus is an essential tool which must be at hand when indexing a collection of objects, whether by writing catalog cards by hand or by entering details directly into a computer. The general principles to be followed are:

1. Consider whether a searcher will be able to retrieve the item by a combination of the terms you allocate.
2. Use as many terms as are needed to provide required access points.
3. If you allocate a specific term, do not also allocate that term's broader terms.
4. Make sure that you include terms to express what the object is, irrespective of what it might have been used for.

If you have a computerized thesaurus, with good software, this can give you a lot of direct help. Ideally it should provide pop-up windows displaying thesaurus terms which you can choose from and then "paste" directly into the catalog record without re-typing. It should be possible to browse around the thesaurus, following its chain of relationships or displaying tree structures, without having to exit the current catalog record, and non-preferred terms should automatically be replaced by their preferred equivalents.

You should be able to "force" new terms onto the thesaurus, flagged for review later by the thesaurus editor. When editing thesaurus relationships, reciprocals should be maintained automatically, and it should not be possible to create inconsistent structures.

Thesaurus Maintenance

New terms can be suggested, and temporarily terms "forced" into the thesaurus by users. Someone has to review these terms regularly and either accept them and build them into the thesaurus structure, or else decide that they are not appropriate for use as indexing terms.

In that case they should generally be retained as non-preferred terms with USE references to the preferred terms, so that users who seek them will not be frustrated. An encouraging thought is that once the initial work of setting up the thesaurus has been done, the number of new terms to be assessed each week should decrease.

When to Use Thesaurus?

It is particularly appropriate for fields which have a hierarchical structure, such as names of objects, subjects, places, materials and disciplines, and it might also be used for styles and periods. A thesaurus would not normally be used for names of people and organisations, but a similar tool, called an authority file is usually used for these. The difference is that while an authority file has preferred and non-preferred relationships, it does not have hierarchies.

Authority files and thesauri are two examples of a generalized data structure which can allow the indication of any type of relationship between two entries, and modern computer software should allow different types of relationship to be included if needed.

Other Subject Retrieval Techniques

A thesaurus is an essential component for reliable information retrieval, but it can usefully be complemented by two other types of subject retrieval mechanism.

Classification Schemes

While a thesaurus inherently contains a classification of terms in its hierarchical relationships, it is intended for specific retrieval, and it is often useful to have another way of grouping objects. It is also often necessary to be able to classify a list of objects arranged by subject in a way which differs from the alphabetical order of thesaurus terms. Each subject group may be expressed as a compound phrase, and given a classification number or code to make sorting possible.

Free Text

It is highly desirable to be able to search for specific words or phrases which occur in object descriptions. These may identify individual items by unique words such as trade names which do not occur often enough to justify inclusion in the thesaurus. A computer system may "invert" some or all fields of the record, i.e. making all the words in them available for searching through a free-text index, or it may be possible to scan records by reading them sequentially while looking for particular words. The latter process is fairly slow, but is a useful way of refining a search once an initial group has been selected by using thesaurus terms.

Thursday, May 21, 2015

Importance of Taxonomy to Drupal

Drupal is a quite powerful content management system (CMS) that is similar to competitors like WordPress and Joomla. It is typically installed on a web server, unlike WYSIWYG (What You See Is What You Get) local programs like Adobe Dreamweaver (now part of Creative Cloud) and Microsoft FrontPage.

Drupal is an open source platform, meaning that publicly contributed extensions have been offered to extend functionality of the CMS. Part of the Drupal Core, taxonomy is integral to what web developers and programmers can or could do with the software. Taxonomy is a system of categorization, and Drupal can use taxonomy for a number of different purposes within its framework by using various techniques and tools available for the platform. Here, we will examine the basics of taxonomy in Drupal (what it means, how it’s used, etc.) and the various types of tasks that can be accomplished by taking advantage of taxonomy within the software.

What does taxonomy refer to in Drupal, specifically?

In Drupal, taxonomy is the core module that is used to determine how to categorize or classify content on the website being built with the CMS. It is also a critical element to the website’s information architecture, on both the back and front ends.

Taxonomies in Drupal have vocabularies associated with them. As part of a vocabulary list, this helps the CMS to determine what items belong with what types of content. So, further, vocabularies consist of terms. The list of terms defines the contents of the vocabulary. These can be part of a hierarchy or simply a compilation of tags. Tags group nodes (elements in Drupal sites that contain content; e.g. articles and basic pages) together. These can then be referenced with search on the website.

Sites built in Drupal can have an unlimited number of vocabularies, so complex sites can be built using the framework. The potential number of terms possible is unlimited as well. The vocabularies and terms associated with your website can serve a number of purposes, particularly for displaying content and managing content assets. It can also be important for reference as well.

Displaying content and manipulating taxonomies

Drupal users are able quickly and easily modify how content is displayed based on how taxonomical data is manipulated with modules, such as the Views module. The Views module manipulates how nodes are displayed within a block, panel or page. At the most basic level, Views can enable developers to display a list of articles that appear only on certain pages that are tagged with certain keyword phrases that make up taxonomy of the site.

For example, on Slanted Magazine Southern Minnesota Arts & Culture’s website, the navigation bar at the top of the site includes several categories of basic pages that are the site’s publishing sections (News, Tech, Arts, Entertainment, Music, etc.). When a section tab is clicked the link brings you to that basic page where a list of articles with teaser text appears. Those article collection displays were built using the Views module that applied filters to display content only tagged with certain phrases such as “tech” or “Music”.

Taxonomy and permissions or visibility

Taxonomy and metadata can also drive the site content visibility and permissions settings, as needed for diverse business needs. The goals of the organization will determine how best to use these settings and taxonomy can play a vital role in how information within the organization is shared (public, confidential, semi-confidential, etc.) with various parties.

There may be nodes or specific content that only certain members within the organization should be allowed to edit. By using the permissions in the administration page within Drupal, developers are able to acutely assign permissions and roles for registered users of the site. This will allow powerful flexibility because developers can assign roles and permissions based on the taxonomy data that has been put together in the Drupal site.

Also, there may be a need for the developer to modify content that the public is able to view. Using the core module taxonomy in conjunction with permissions is a great way to achieve this goal as well. Again, it will be determined by the specific goals of the organization, so important decisions about the usability and navigation of the site will need to be worked out (or at least should be) far in advance to building out these elements of the site. A great outline and wireframes can go a long way when developing a top notch website using the Drupal CMS framework.

Improving search through taxonomy
Search will no doubt be improved through the use of taxonomy within the CMS. Content that is tagged or classified using vocabularies and terms within the framework can be indexed by the Drupal Search module. Additionally, the taxonomy will make your site more marketable because commercial search engines like Google and Bing will able to more effectively crawl the website and make determinations about the site’s content, architecture, design and organization of the website files.

Using taxonomy as part of the Drupal system is a key element to designing a great website on the platform and making the information work smarter for organizations. That is ultimately the purpose of any type of taxonomy. The system and its modules are quite easy to learn to use as well and multiple ways of handling the data is possible. Also, since the software is open source, there is a great opportunity to learn from a community of developers and users. There is also a wide variety of extensions available to enhance features of the CMS and its output.