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Resources

These items represent a core list of resources for learning about taxonomies. The resources include books, journal articles, vendor white papers, and web sites. Much of the material is available on the web.

Some of the material needs to be purchased from analysts, journal publishers or bookstores. In your search for good quality information that will be persuasive in large organizations, consider purchasing content from quality sources.

You will find many more resources within The Taxonomy Guide.

Sections on this page

Classification
Content Management
Information Architecture
Controlled Vocabulary and Thesaurus
Taxonomy
General Resources


Classification

Automatic Classification: Moving to the Mainstream by Blumberg, Robert and Shaku Atre. DM Review, April, 2003
http://www.dmreview.com/
article_sub.cfm?articleID=6501
External Link

 

Information Intelligence: Content Classification and the Enterprise Taxonomy Practice Delphi Group, June 2004 -- This report focuses on research in the areas of taxonomy and classification. Very well written and comprehensive (74 pages). Contains descriptions of six technology vendors. [Must register to see list of whitepapers.]
http://www.delphigroup.com/research/whitepapers.aspx External Link

 

The Role of Classification in Knowledge Representation and Discovery Barbara H. Kwasnik, Library Trends, vol. 48, No.1, Summer, 1999, pp 22-47 -- A full description of the different classification structures and their strengths and weaknesses.
http://findarticles.com/p/articles/mi_m1387/is_1_48/ai_57046525/ External Link

 

A step-by-step approach to web classification design. "Learn how you can effectively design a robust, reader-friendly web classification" by Gerry McGovern, October, 2002 -- An in-depth analysis of web classification techniques. McGovern’s web site contains a section on subject classification in a web environment.
http://www.gerrymcgovern.com/la/wcd.pdf External - Requires Adobe Acrobat Reader

 

The Intellectual Foundation of Information Organization. (Digital Libraries and Electronic Publishing) By Elaine Svenonius. (2000). Search inside the book at Amazon External Link.

The Organization of Information: 2nd edition. By Arlene G.Taylor (2003) Book is available from Amazon External Link

Wynar’s Introduction to Cataloging and Classification: Revised Ninth Edition 2004. By Arlene G Taylor. Available from Amazon External Link

 

Content Management

Content Critical by McGovern, Gerry and Rob Norton. Financial Times Prentice Hall, 2001 -- Includes highly detailed, practical advice about what it takes to build a professional, content-oriented website, including classification, navigation, search and content layout. It will show you how to organize your publishing team and how to create a Web publishing strategy. One of the few sources of information on the relationship and interaction between classification and navigation on a web site.
http://www.gerrymcgovern.com/content_critical.htm External Link



Content Management Bible by Bob Boiko, Hungry Minds, 2nd Edition, 2004 -- Literally the bible of content management, this book is an indispensable tool for your reference shelf. In Boiko you can see where and how taxonomies relate to the other million things that go into organizing and managing digital content. First edition is online for free viewing. Search Inside 2nd edition at Amazon.
Boiko's website is http://www.metatorial.com External Link

 

Information Architecture

Information Architecture: Blueprints for the Web by Christina Wodtke, New Riders Publishing, 2002 -- Introduces the core concepts of information architecture: organizing content so it can be found, designing interaction so it is easy and pleasurable, and designing an interface that is easy to use. Detailed review of the book at Boxes and Arrows. External Link

 

Information Architecture for the World Wide Web - Rosenfeld, Louis and Peter Morville 3rd edition O’Reilly, 2006. Available as an e-book through Safari External Link. Also view it through Amazon and Google Books.

One of the best books on the details of organizing content on a web site, especially in structuring content using taxonomies and controlled vocabulary. This book in combination with Boiko’s Content Management Bible will always put you in the know.

 

Organising Information: Taxonomies, Knowledge and Organisational Effectiveness by Patrick Lambe, Chandos UK, 2007 - Examines the assumptions about taxonomies and their construction, considers their contribution to organizational effectiveness and knowledge management, and provides a guide to the steps in a 'typical' taxonomy project. Preview excerpts at the companion website and blog.
http://www.organisingknowledge.com External Link

 

Ambient Findability by Peter Morville, O'Reilly (2005)
Peter Morvile is one of the shapers of the new discipline of information architecture. In this book, he explores the finability of things, and information seeking behaviour. Chapter 6 is on the Sociosemantic Web - semantic web, ontologies, taxonomies. Web site has a table of contents and sample chapter.
http://oreilly.com/catalog/9780596007652 External Link

His company site is Semantic Studios http://www.semanticstudios.com External Link

 

Taxonomy’s Role in Content Management by Thomas Pack. EContent: Digital Content Strategies and Resources March, 2002
Available from Archive.org External Link

 

Controlled Vocabulary and Thesaurus

Construction of Controlled Vocabularies: A Primer by Marcia Lee Zeng -- A useful tutorial on the basics of constructing a controlled vocabulary. The author is a professor at the School of Library Science, Kent State University.
http://www.slis.kent.edu/~mzeng/Z3919/index.htm External Link

 

Introductory Tutorial on Thesaurus Construction by Tim Craven, University of Western Ontario (Jan 25, 2008)
http://publish.uwo.ca/~craven/677/thesaur/main00.htm External Link

 

NISO American National Standard Guidelines for the Construction, Format, and Management of Monolingual Controlled Vocabulary, NISO Press, 2005. Available from NISO Standards in pdf. -- Essential reference and guide.
http://www.niso.org/standards/index.html External Link

[Note: The 2005 edition replaces ANSI/NISO Z39.19-2003 Guidelines for the Construction, Format, and Management of Monolingual Thesauri ]

Thesaurus Construction: A Practical Guide by Aitchison, Jean, Gilchrist, Alan and Bawden, David 4th ed. London: Aslib IMI, 2000 -- A practical guide to the construction of thesauri for use in information retrieval, written by leading experts in the field. Includes: planning and design; vocabulary control; specificity and compound terms; structure and relationships; auxiliary retrieval devices; multilingual thesauri; AAT Compound Term Rules. The US ANSI/NISO Z39.19 Thesaurus construction standard is also covered. Still considered the best text for developing a thesaurus. Available through Amazon.com.

 

Taxonomy

After the Dot-Bomb: Getting Web Information Retrieval Right This Time by Marcia Bates, First Monday Volume 7, Number 7, July, 2002 -- Written by Marcia Bates, a long time expert in information retrieval, this short article is a refreshing reminder of the basics of information retrieval on the web.
http://131.193.153.231/www/issues/issue7_7/bates/index.html
External Link

 

VideoJoseph Busch and Dave Clarke on Taxonomies - Five video podcasts from the 2007 iKMS conference by two of the leading taxonomy experts: Joseph Busch of Taxonomy Strategies, and Dave Clarke of Dow Jones and founder of Taxonomy Warehouse. Videos were captured by Patrick Lambe and can be viewed directly from this blog entry.
http://www.greenchameleon.com/
ok/view/joseph_busch_and_dave_clarke_on_taxonomies/
External Link

 

Taxonomy Strategies is an information management consultancy headed by Joseph Busch. It works with taxonomies, metadata, and automatic classification. It has a Taxonomy Strategies Blog and many articles and presentations about taxonomy building.
http://www.taxonomystrategies.com/ External Link

One of these is Taxonomy 1-2-3 tutorial by Joseph Busch - Presentation to Enterprise Search Summit, May 2007, New York. This was a half-day workshop covered building taxonomies, the business case, taxonomy and search, taxonomy ROI, maintenance. Slides are rich with illustration, charts and cogent text - a course in itself.
http://www.taxonomystrategies.com/
presentations/Taxonomy_1-2-3a.ppt
Powerpoint

 

Taxonomies for categorisation and organisation in Web sites by Miquel Centelles, Hypertext.net, Number 3, May 2005 - Opens with a review of the changing definition of taxonomy and proposes the following: "Taxonomy is the type of controlled vocabulary where all the terms are connected by means of any structural model (hierarchical, tree, faceted, ...) and specially oriented to browsing, organisation systems and search of contents of the web sites." Body of the article looks at methods for building the taxonomy. [Available through Internet Archive.]
http://web.archive.org/web/
20080610163808/http://www.hipertext.net/
english/pag1011.htm
External Link

 

Search in Focus: Implementing a Taxonomy by Penny Crosman, Intelligent Enterprise (Dec 1, 2006) - Outlines ways to build taxonomies.
http://intelligent-enterprise.informationweek.com/
showArticle.jhtml?articleID=195200027
External Link

 

Taxonomy Community of Practice Seth Earley, an information consultant, has set up a taxonomy community of practice as a forum to communicate ideas, techniques and experiences in deriving, applying and maintaining taxonomies. Members include practitioners of various backgrounds and responsibilities: consultants, taxonomists, indexers, content managers, knowledge management professionals, librarians, and others. This is a unique place on the web to carry on a discussion with your taxonomy peers on the practicalities of implementation. To join go to http://earley.com External Link

TaxoTips website is maintained by Bob Doyle to complement Seth Earley’s Taxonomy Community of Practice (See previous entry.) Bob Doyle is Editor-In-Chief of CMS Watch and Contributing Editor to EContent Magazine. His site has a few taxonomy FAQs, taxonomy resources such as books and web sources, taxonomy tools, a taxonomy glossary, and names of leading US taxonomy consultants. It is not a systematic collection of taxonomy information but is useful for gleaning bits of the total picture.
http://taxotips.com External Link

 

Better Living Through Taxonomies by Heather Hedden, Digital Web Magazine. February 5, 2008 -- excellent introduction to the nature and value of taxonomies. Short outline on how to build them.
http://www.digital-web.com/articles/
better_living_through_taxonomies/
External Link



Making Solid Business Decisions through Intelligent Indexing Taxonomies Factiva White Paper prepared by Jan Sykes, September, 2003 [Available from State Government of Australia]
www.egov.vic.gov.au/pdfs/whitepaper_valueofindexing_092003.pdf External - Requires Adobe Acrobat Reader

 

Taxonomy Development for Knowledge Management by Mary Whittaker, presentation at World Library and Information Congress: 74th IFLA GENERAL CONFERENCE AND COUNCIL (July 24, 2008)
http://archive.ifla.org/IV/ifla74/papers/138-Whittaker_Breininger-en.pdf External - Requires Adobe Acrobat Reader

"This paper focuses on the processes associated with taxonomy development, including how to determine the requirements, how to identify concepts, and how to develop a draft taxonomy. It also covers techniques for validating a taxonomy, processes for incorporating changes within a taxonomy, applying a taxonomy to content, and methods for maintaining a taxonomy over time. "

 

General Resources

CMSWatch evaluates content management technologies covering several topic areas with reports and commentary. Taxonomies come up often.
http://www.cmswatch.com/ External Link

Enterprise Search Center specializes in enterprise search technologies. The site has topic centers for classification and taxonomies, content management, entity extraction, and faceted navigation. Annually it publishes an Enterprise Search Sourcebook and delivers the Enterprise Search Summit conference. It is one of several services from Information Today.
http://www.enterprisesearchcenter.com/ External Link

Inside Knowledge (formerly KM Magazine) Published by the Ark Group in the UK this journal has published excellent articles on taxonomies. Access to most of the articles is by paid subscription only but a few articles in the current issue may be read freely.
http://www.kmmagazine.com/ External Link

 


Page Update: October 26, 2009

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