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    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Face Tag: Integrating Bottom-up and Top-down Classification in a Social Tagging System</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Quintarelli</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>E. - Resmini</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>A. - Rosati</string-name>
        </contrib>
      </contrib-group>
      <abstract>
        <p>- Facetag is a working prototype of a semantic collaborative tagging tool conceived for bookmarking information architecture resources. It aims to show how the widespread homogeneous and flat keywords' space of tags can be effectively mixed with a richer faceted classification scheme to improve the “information scent” and “berrypicking” capabilities of the system. The additional semantic structure is aggregated both implicitly observing user behaviour and explicitly introducing a compelling user experience to facilitate the creation of relationships between tags directly by end-users. Facetag current implementation is written in PHP / SQL and includes an open API which allows querying and integration from other applications.</p>
      </abstract>
      <kwd-group>
        <kwd>- Social classification</kwd>
        <kwd>folksonomy</kwd>
        <kwd>tagging</kwd>
        <kwd>faceted classification</kwd>
        <kwd>information architecture</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>Collaborative tagging systems have been largely adopted by
end-users as useful and powerful tools to organize, browse
and publicly share personal collections of resources on the
World Wide Web through the introduction of simple
metadata.</p>
      <p>
        The aggregation of user metadata is often referred to as a
folksonomy, a user-generated classification, emerging through
bottom-up consensus while users assign free form keywords
to online resources for personal or social benefit. Del.icio.us
&lt;http://del.icio.us/&gt;, Flickr &lt;http://www.flickr.com/&gt;,
43things &lt;http://www.43things.com/&gt;, Furl
&lt;http://www.furl.net/&gt; and Technorati
&lt;http://www.technorati.com/&gt; are web-based collaborative
systems for building shared databases of items, enriched by a
flat metadata vocabulary that can be used to perform
metadata-driven queries, to monitor change in areas of interest
or to discover emergences or trends, such as the hottest / most
popular topics in the system [
        <xref ref-type="bibr" rid="ref17">Quintarelli 2005</xref>
        ].
      </p>
      <p>
        In the past, folksonomies have often been seen as
orthogonal to taxonomies and controlled vocabularies: the
latter rigid, hierarchical and organically hand-crafted by
professionals a priori; the former flat, inclusive and emerging
from bottom-up users' consensus [
        <xref ref-type="bibr" rid="ref17">Quintarelli 2005</xref>
        ]. In a flat
tagging system each document can be retrieved through a
simple set of keywords, collaboratively introduced by users to
describe and categorize the document, very much like in a
keyword-based search process in which descriptive terms can
be used to get a set of applicable items.
∗ This paper is the result of a collaborative effort. Nonetheless, Emanuele
Quintarelli specifically wrote paragraphs I-II, Andrea Resmini wrote
paragraphs V-VI and Luca Rosati paragraphs III-IV.
      </p>
      <p>
        Despite their low cognitive cost, their capability of
matching users’ real needs and language and their great
value in a serendipity research task, folksonomies imply
however a lack of precision, a very low findability
quotient (especially in a known-item approach) and a
limited scalability for the intrinsic variability of
        <xref ref-type="bibr" rid="ref16">language
[Quintarelli 2005</xref>
        ].
      </p>
      <p>
        As a result of the inherently inconsistent, evolving and
much variable process of associating words and meanings,
tagging systems are also implicitly plagued by a number of
issues which include polysemy, homonymy, plurals,
synonymy, problems of ego-oriented nature and basic
level variation which do not appear easy to solve [
        <xref ref-type="bibr" rid="ref10">Golder
&amp; Huberman 2005</xref>
        ]. Any of these problems can
dramatically reduce the effectiveness of the application,
mining the benefits brought on by the use of tagging
systems.
      </p>
      <p>
        In addition, tags have recently started to be used by
bloggers as reading-aids to help users identify articles and
posts of interest, providing as such a complimentary
structure over a purely chronological list of text pieces.
This approach marks a major shift, in that tagging also
becomes a tool to maximize findability and browsability
without limiting the reader to only access the most popular
or recent tags as in common tag clouds [
        <xref ref-type="bibr" rid="ref7">Feinstein &amp;
Smadja 2006</xref>
        ].
      </p>
      <p>
        Tag clouds are widely used visual interfaces for
information retrieval that provide a global contextual view
of tags assigned to resources in the system. In such a
structure, the most popular tags are usually displayed
through an alphabetically ordered list with the font size
increasing with the tag's relevance. Users browse the
cloud, scanning hyperlinks to recognize information of
interest [
        <xref ref-type="bibr" rid="ref11">Hassan-Montero &amp; Herrero-Solana 2006</xref>
        ].
      </p>
      <p>Flat tag clouds are anyway not sufficient to provide a
semantic, rich and multidimensional browsing experience
over large tagging spaces:
• Choosing tags by frequency of use inevitably
causes a high semantic density with very few
well-known and stable topics dominating the
scene (as seen on RawSugar,
&lt;http://www.rawsugar.com/&gt;);
• Providing only an alphabetical criterion to sort
tags heavily limits the ability to quickly navigate,
scan and extract, and hence build a coherent
mental model out of tags;
• A flat tag cloud cannot visually support semantic
relationships between tags. We suggest that these
relationships are needed to improve the user
experience and general usefulness of the system;
• Current tag clouds often miss to provide complex
logical operation over tags. Simply clicking on a tag
is not enough to enable a smooth and powerful
exploration or refinement.</p>
      <p>Even if Facetag doesn’t promise to address all of these
issues, we believe our approach can limit the impact of
polysemy, homonymy and basic level variation while
introducing an innovative, multidimensional and more
semantic paradigm for organizing, navigating and searching
large information spaces through tags.</p>
      <p>To reach this goal, FaceTag mixes three contributions to
social tagging systems:
• The use of (optional) tag hierarchies. Users have the
possibility to organize their resources by means of
father-son relationships;
• Tag hierarchies are semantically assigned to
editorially established facets that can be later
leveraged on to flexibly navigate the resource
domain;
• Tagging and searching can be mixed to maximize
findability, browsability and user-discovery.</p>
    </sec>
    <sec id="sec-2">
      <title>II. OVERVIEW OF FACETAG</title>
      <p>
        Until today, one of the main limitations of hierarchical
faceted categories was the lack of a good automated process
for both creating the categories and associating items to the
hierarchy of labels under each facet [
        <xref ref-type="bibr" rid="ref12">Hearst 2006</xref>
        a].
      </p>
      <p>We decided to avoid the issue entirely and use no
algorithmic round-ups: Facetag is built around the notion that
the users provide the structure and especially aims to
investigate how a hierarchical and faceted metadata structure
can be added to user generated content making use of tags
provided by end users in collaborative systems, limiting the
amount of effort and toil required through a careful user
interface design.</p>
      <p>III. FACETED ANALYSIS: THE FACETED SCHEME</p>
      <p>CONSTRUCTION</p>
      <p>
        Although facet, faceted have become very common terms
in the information architecture field, their application falls
often far from its original meaning. The attribute faceted,
indeed, is used in a large variety of meanings, and is often
referred loosely to the availability of means to search by
different keys [La Barre 2004]. The full theory of faceted
classification, as it has been developed by Ranganathan and
the Classification Research Group (CRG) and which includes
rules for citation order and notation, is less widespread as a
backend for website organization; remarkable exceptions are
offered by projects staffing librarians, such as FATKS [
        <xref ref-type="bibr" rid="ref18">Slavic
2002</xref>
        ].
      </p>
      <p>So, we thought to apply faceted classification to the IA field
itself respecting in full the original library theory, in order to
leverage on its potentialities and obtain maximum benefits. In
such perspective, our design was inspired by these projects:
Flamenco project &lt;http://flamenco.berkeley.edu/&gt;; Facetious
&lt;http://demo.siderean.com/facetious/facetious.jsp&gt;; Etsy
&lt;http://www.etsy.com&gt; 1.</p>
      <p>The choice of facets is based on the CRG theory
[Vickery 1960]. Indeed, an aspect often underestimated on
the World Wide Web is that both Ranganathan and the
CRG described a generic schema for faceted classification,
which every actual schema can refer to. Thus, in a faceted
classification project one does not have to rebuild the
schema from scratch every time, but may follow a constant
guideline while building one's main categories (i.e. facets).
CRG postulates 11-13 general categories. In the table
below we show the matching between CRG standard
categories and IA-related categories that were used to
define our facets.</p>
      <p>A preliminary analysis of a corpus of IA resources from
the Information Architecture Institute Library
&lt;http://iainstitute.org/library/&gt; allowed us to define six
facets which appeared to be suitable for the classification
of IA resources.
1 Both Facetious and Etsy mix proper facets and metadata (formal
proprieties of an item).</p>
      <p>The foci listed near some of the facets serve the only
purpose of making the facets self-explanatory. In the actual
implementation, since tags are our foci, foci will be
usergenerated, with the only exception of the language facet,
which will use a predefined list of languages in the ISO 639-2
notation, and the date facet, which will receive a
softwaregenerated timestamp upon resource creation.</p>
      <p>IV. BERRYPICKING, INFORMATION SCENT AND THE</p>
      <p>TWO AXIS OF INFORMATION ARCHITECTURE
As a matter of fact, facets constitute an adaptive
classification system capable, in force of its own nature, to
represent:
• in movement knowledge, like that observable in a
social collaborative context;
• several mental models at the same time, such as those
playing their role in this context.</p>
      <p>Furthermore, facets are particularly suitable to classify a
homogeneous collection of items – i.e. a set of resources
belonging to a specific disciplinary area.</p>
      <p>
        Besides enforcing order on the flat space of keywords, the
blend of tags and facets is able to empower the “information
scent” [
        <xref ref-type="bibr" rid="ref4">Chi et al. 2001</xref>
        ] and the “berrypicking” [Bates 1989]
capabilities of the system. Every information architecture
project refers to two different information axes:
• a vertical (or paradigmatic) axis, i.e. the hierarchical
relationship that each item of a system engages with
the others;
• a horizontal (or syntagmatic) axis, i.e. the semantic,
contiguity relationship that each item engages with
the others.
      </p>
      <p>In our case, the combination of tags and facets allows for
better management of both these axes:
• from the vertical or paradigmatic point of view, when
a user is going to associate a keyword to a facet (in
order to tag a resource), the system suggests similar
tags or hierarchy of tags pertaining to the same facet;
• from the horizontal or syntagmatic point of view, at
the same time, the system will allow the user to see
all the other tags belonging to the same facet(s).</p>
    </sec>
    <sec id="sec-3">
      <title>V. FACETED HIERARCHICAL TAGGING</title>
      <p>Facetag deals with users, resources, tags and facets in two
quite distinct ways: since it's a social tagging application, it
offers both a browsing/searching mode and an
administrative/editing mode. These are two different
activities, to which the user interface adapts providing
different aiding tools (navigation, resource management)
and different behaviours (zooming, tag suggestions)
respectively.</p>
      <p>When a user accesses the application first, Facetag
replies in browsing mode and she is presented a page
which lists the most recent additions to the system in the
main body. Other relevant parts of the user interface are a
search box and a sidebar. The sidebar lists facets and
pertaining first-level tags with query previews, i.e the
number of resourced associated to each tag automatically
generated from the schema and data stored in the database.</p>
      <p>Inside Facetag, a user can decide to look for content a)
by entering keywords b) by choosing first-level tags from
a specific facet list.</p>
      <p>If the user enters a keyword, Facetag returns the
paginated results set of all the resources which either
contain that keyword in their tags or in their title,
description or notes. The sidebar facet display is adjusted
to show only those facets and pertaining first-level tags
which are related to the results set.</p>
      <p>In case the keyword happens to be an nth-level tag, the
corresponding facet will show all nth+1 tags and add any
broader tag in the hierarchy up to the nth-1 tag to the facet
title as clickable items which allow zooming out. If there
is no nth+1 tag, the facet is not displayed.</p>
      <p>If the user clicks on a tag from the facet sidebar,
Facetag returns the paginated results set of all the
resources which have been tagged with that tag. A
breadcrumb path is displayed which lists the active facet
(the one the tag is a focus for) and the position of the tag
in any tag hierarchy it may belong to.</p>
      <p>The sidebar facet display is adjusted consequently. The
active facet shows all broader tags from the hierarchy the
selected tag may be part of alongside the facet title, and all
pertaining narrower tags. Inactive facets show first-level
tags which relate to the resources pertaining to the results
set.</p>
      <p>Upon subsequent zooming in and refining the query,
when there are no narrower tags, the breadcrumb display is
maintained to allow zooming out or what we call
disengaging, resetting the search, while the active facet
display is effectively removed from the sidebar.</p>
      <p>Obviously, a user may start searching for a keyword and
then adjust her results set using facets, combining the two
approaches in any way she prefers until she reaches a
satisfactory answer, or proceed viceversa and zoom in and
out by using tags. Similarly, tags pertaining to different
facets can be used together during a single search to
narrow down a results set quickly and efficiently. If there
is no disengagement, all subsequent operations are
performed on the intermediate results set.</p>
      <p>If a user logs in, access to the administrative interface is
granted and adding, editing and deleting resources and
tags becomes possible.</p>
      <p>Upon entering new resources, a user is provided with a
simple form with entry fields for every facet. These tag fields
are optional, and can be left empty at will: there is no
mandatory facet. But if a user start to enter a tag, the
completion tool suggests similar tags from the pertaining facet
only. Moreover, since users can optionally identify two or
more tags as a hierarchy through a simple syntax (using the
‘&gt;’ character), the completion tool can suggest, again facet per
facet, not just similar tags, but similar tags as parts of a
hierarchy 2 of tags, hence effectively suggesting an entire
hierarchy.</p>
      <p>Gradually, with use, these hierarchies acquire complexity
and become globally significant in the system.</p>
      <p>Editing or modifying can be done seamlessly from the
browsing interface, by clicking icons which appear next to
one's own resources. Noticeably, the same happens if a user
tries to add a resource she already added (based on URI
identification): Facetag simply supplies the editing interface
preloading the original data.</p>
    </sec>
    <sec id="sec-4">
      <title>VI. CONCLUSION</title>
      <p>By providing the user with facets to which hierarchical sets
of tags relate and pertain and a usable interface which adapts
to the ongoing query, Facetag may solve, through
contextualization and user-added semantic value, most of the
basic issues connected with polysemy, homonymy and base
level variations.</p>
      <p>While further testing and usability studies are needed to
verify to which extent users are motivated to use our
prototype and to introduce structure in addition to flat tags,
preliminary user evaluations show how the addition of
hierarchies and facets can improve and disambiguate the
meaning of tags giving them a stronger context and a more
coherent organization. For example, by navigating a hierarchy
users can make better sense of the meaning of a tag, discover
related tags at different levels of specificity and exclude
homonimies or find out a large number of other tags that can
be of interest. This approach also tends to augment the
scalability of the system when addressing the enormous
domains presented today by the most appreciated social
applications.</p>
      <p>Improving on current features, Facetag aims to provide an
advanced tagging experience through other innovative tools or
widgets, like a Firefox plugin to seamlessly add new
bookmarks while browsing, a WYSIWYG editor to offer drag
and drop inclusion of texts and pictures from the web page the
user is bookmarking, and a history of all the times a bookmark
has been tagged.</p>
      <p>Future works include testing the application on a real user
base and verifying the outcomes, both in terms of internal
logic and usability tests to widely prove the benefits of a
semantic tagging application.
2
trees.</p>
      <p>Note that hierarchies are not taxonomies but simply forests of shallow
VII.</p>
    </sec>
    <sec id="sec-5">
      <title>VIII.</title>
    </sec>
    <sec id="sec-6">
      <title>SCREENSHOT</title>
    </sec>
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