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BAKE YOUR OWN TAXONOMY
DEVELOPING A CONTENT STRUCTURE
Chris Atherton & Kai Weber
@finiteattention @techwriterkai
#TCUK13 #TaxoBake
24 September 2013
PROGRAM
Intro Is this workshop for you?
10:35-11:00 Presentation Taxonomies & tech comm
11:00-12:00 Exercise Classify content
12:00-12:15 Break
12:15-13:00 Exercise Structure content
13:00-13:30 Roundup Results & lessons learned
INTRO
Is this workshop for you?
Probably yes, if you
 Have good content, but users cannot find it
 Have redundant content that’s hard to maintain
 Want to know about taxonomies, topic types & content models
Probably less so, if you
 Have structured content
 Know about content models or even have one
 Already apply topic types, such concepts, tasks, etc.
INTRO
Who are we?
Chris Atherton Kai Weber
@finiteattention @techwriterkai
YOUR CONTENT?
YOUR CONTENT?
CATHEDRAL VS. BAZAAR
Photo by Adrian Pingstone Photo by Babak Gholizadeh
TAXONOMIES
Photo by Mstyslav Chernov Photo by www.sagradafamilia.cat
TAXONOMIES USE PATTERNS
Photo by Santiago Masquelet Photo by Jure Šućur
TAXONOMIES ORGANISE YOUR WORLD
What you want:
Photo by Julius Schorzman
TAXONOMIES ORGANISE THEIR WORLD
What they expect you to know:
Photo by www.starbucks.com
TAXONOMIES HELP YOU TO FIGHT BACK
What they don’t want you to know:
Photo by www.starbuckssecretmenu.net
TAXONOMIES UNDERLIE TECH COMM
… and we help users negotiate:
TECH COMM CREATES/IMPLIES TAXONOMIES
TECH COMM CREATES/IMPLIES TAXONOMIES
TECH COMM NEGOTIATES MENTAL MODELS
EXERCISES
Exercise 1 Exercise 2
11:00 – 12:00 12:15 – 13:00
Method Content modeling Card sorting
Purpose Classify content into topics Structure content into maps
In short “Find the best chunks and
breaks for the content.”
“Find the best sequence and
hierarchy for the content.”
EXERCISE 1 METHOD: CONTENT MODELING
EXERCISE 1 METHOD: CONTENT MODELING
# Online help
1 Title [1]
2 Intro [0+]
3 Prereqs [0-1]
4
5 Steps [1+]
6
7 Results [0-1]
8 Exceptions [0+]
9 Next proc. [0-1]
EXERCISE 1 METHOD: CONTENT MODELING
# Online help User manual
1 Title [1] Title [1]
2 Intro [0+] Intro [0+]
3 Prereqs [0-1] Prereqs [0-1]
4
5 Steps [1+] Steps [1+]
6
7 Results [0-1] Results [0-1]
8 Exceptions [0+] Exceptions [0+]
9 Next proc. [0-1]
EXERCISE 1 METHOD: CONTENT MODELING
# Online help User manual Training
1 Title [1] Title [1] Title [1]
2 Intro [0+] Intro [0+] Intro [0+]
3 Prereqs [0-1] Prereqs [0-1] Prereqs [0-1]
4 Objective [1]
5 Steps [1+] Steps [1+] Steps [1+]
6 Exercise [1+]
7 Results [0-1] Results [0-1] Results [1+]
8 Exceptions [0+] Exceptions [0+] Exceptions [0+]
9 Next proc. [0-1] Next proc. [0-1]
WORKING WITH PHYSICAL MEDIA
Photo by Manchester City Library
EXERCISE 1: CLASSIFY CONTENT
Determine content chunks and topic types.
To determine content chunks, consider:
 What parts are relevant? Which are redundant, obsolete?
 What patterns, similarities and differences can you detect?
 What parts belong together?
To determine topic types, consider:
 The smallest number of distinct types by purpose and user.
 New, better headings for topics.
 Mental models of your audience.
 Don’t worry about sequence and hierarchies yet.
Take until noon.
EXERCISES
Exercise 1 Exercise 2
11:00 – 12:00 12:15 – 13:00
Method Content modeling Card sorting
Purpose Classify content into topics Structure content into maps
In short “Find the best chunks and
breaks for the content.”
“Find the best sequence and
hierarchy for the content.”
EXERCISE 2 METHOD: CARD SORTING
EXERCISE 2: STRUCTURE CONTENT
Find the best sequence and hierarchy for the content.
 Is the sequence complete or are parts missing?
 Which user needs does the sequence support?
To determine the content structure, consider:
 The type of audience: Novices vs. experts
 The context of the audience: Desktop vs. mobile vs. manual
 How they will access the content: Navigation vs. search
Take until 1 pm.
EXERCISE 2: STRUCTURE CONTENT
Find the best sequence and hierarchy for the content.
 Is the sequence complete or are parts missing?
 Which user needs does the sequence support?
To determine the content structure, consider:
 The type of audience: Novices vs. experts
 The context of the audience: Desktop vs. mobile vs. manual
 How they will access the content: Navigation vs. search
Take until 1 pm.
FREE ONLINE RESOURCES
 About (folk) taxonomies:
Weinberger, David. Everything is Miscellaneous, ch. 1.
 About chunking:
Redish, Ginny. “Breaking Up Large Documents for the Web.”
 About content modeling:
Rockley, Ann. “Information Modeling: A Practical Approach.”
 About information architecture:
Chapman, Cameron. “IA 101: Techniques and Best Practices.”
 About card sorting:
Spencer, Donna. “Card Sorting: A Definitive Guide.”
THANK YOU! KEEP IN TOUCH!

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Atherton & Weber - Bake your own taxonomy - tcuk 130924 - public

  • 1. BAKE YOUR OWN TAXONOMY DEVELOPING A CONTENT STRUCTURE Chris Atherton & Kai Weber @finiteattention @techwriterkai #TCUK13 #TaxoBake 24 September 2013
  • 2. PROGRAM Intro Is this workshop for you? 10:35-11:00 Presentation Taxonomies & tech comm 11:00-12:00 Exercise Classify content 12:00-12:15 Break 12:15-13:00 Exercise Structure content 13:00-13:30 Roundup Results & lessons learned
  • 3. INTRO Is this workshop for you? Probably yes, if you  Have good content, but users cannot find it  Have redundant content that’s hard to maintain  Want to know about taxonomies, topic types & content models Probably less so, if you  Have structured content  Know about content models or even have one  Already apply topic types, such concepts, tasks, etc.
  • 4. INTRO Who are we? Chris Atherton Kai Weber @finiteattention @techwriterkai
  • 7. CATHEDRAL VS. BAZAAR Photo by Adrian Pingstone Photo by Babak Gholizadeh
  • 8. TAXONOMIES Photo by Mstyslav Chernov Photo by www.sagradafamilia.cat
  • 9. TAXONOMIES USE PATTERNS Photo by Santiago Masquelet Photo by Jure Šućur
  • 10. TAXONOMIES ORGANISE YOUR WORLD What you want: Photo by Julius Schorzman
  • 11. TAXONOMIES ORGANISE THEIR WORLD What they expect you to know: Photo by www.starbucks.com
  • 12. TAXONOMIES HELP YOU TO FIGHT BACK What they don’t want you to know: Photo by www.starbuckssecretmenu.net
  • 13. TAXONOMIES UNDERLIE TECH COMM … and we help users negotiate:
  • 16. TECH COMM NEGOTIATES MENTAL MODELS
  • 17. EXERCISES Exercise 1 Exercise 2 11:00 – 12:00 12:15 – 13:00 Method Content modeling Card sorting Purpose Classify content into topics Structure content into maps In short “Find the best chunks and breaks for the content.” “Find the best sequence and hierarchy for the content.”
  • 18. EXERCISE 1 METHOD: CONTENT MODELING
  • 19. EXERCISE 1 METHOD: CONTENT MODELING # Online help 1 Title [1] 2 Intro [0+] 3 Prereqs [0-1] 4 5 Steps [1+] 6 7 Results [0-1] 8 Exceptions [0+] 9 Next proc. [0-1]
  • 20. EXERCISE 1 METHOD: CONTENT MODELING # Online help User manual 1 Title [1] Title [1] 2 Intro [0+] Intro [0+] 3 Prereqs [0-1] Prereqs [0-1] 4 5 Steps [1+] Steps [1+] 6 7 Results [0-1] Results [0-1] 8 Exceptions [0+] Exceptions [0+] 9 Next proc. [0-1]
  • 21. EXERCISE 1 METHOD: CONTENT MODELING # Online help User manual Training 1 Title [1] Title [1] Title [1] 2 Intro [0+] Intro [0+] Intro [0+] 3 Prereqs [0-1] Prereqs [0-1] Prereqs [0-1] 4 Objective [1] 5 Steps [1+] Steps [1+] Steps [1+] 6 Exercise [1+] 7 Results [0-1] Results [0-1] Results [1+] 8 Exceptions [0+] Exceptions [0+] Exceptions [0+] 9 Next proc. [0-1] Next proc. [0-1]
  • 22. WORKING WITH PHYSICAL MEDIA Photo by Manchester City Library
  • 23. EXERCISE 1: CLASSIFY CONTENT Determine content chunks and topic types. To determine content chunks, consider:  What parts are relevant? Which are redundant, obsolete?  What patterns, similarities and differences can you detect?  What parts belong together? To determine topic types, consider:  The smallest number of distinct types by purpose and user.  New, better headings for topics.  Mental models of your audience.  Don’t worry about sequence and hierarchies yet. Take until noon.
  • 24. EXERCISES Exercise 1 Exercise 2 11:00 – 12:00 12:15 – 13:00 Method Content modeling Card sorting Purpose Classify content into topics Structure content into maps In short “Find the best chunks and breaks for the content.” “Find the best sequence and hierarchy for the content.”
  • 25. EXERCISE 2 METHOD: CARD SORTING
  • 26. EXERCISE 2: STRUCTURE CONTENT Find the best sequence and hierarchy for the content.  Is the sequence complete or are parts missing?  Which user needs does the sequence support? To determine the content structure, consider:  The type of audience: Novices vs. experts  The context of the audience: Desktop vs. mobile vs. manual  How they will access the content: Navigation vs. search Take until 1 pm.
  • 27. EXERCISE 2: STRUCTURE CONTENT Find the best sequence and hierarchy for the content.  Is the sequence complete or are parts missing?  Which user needs does the sequence support? To determine the content structure, consider:  The type of audience: Novices vs. experts  The context of the audience: Desktop vs. mobile vs. manual  How they will access the content: Navigation vs. search Take until 1 pm.
  • 28. FREE ONLINE RESOURCES  About (folk) taxonomies: Weinberger, David. Everything is Miscellaneous, ch. 1.  About chunking: Redish, Ginny. “Breaking Up Large Documents for the Web.”  About content modeling: Rockley, Ann. “Information Modeling: A Practical Approach.”  About information architecture: Chapman, Cameron. “IA 101: Techniques and Best Practices.”  About card sorting: Spencer, Donna. “Card Sorting: A Definitive Guide.”
  • 29. THANK YOU! KEEP IN TOUCH!