Hi Paulo,

Welcome to the design list and thank you for your detailed write-up. I'm not sure if you've come across some of the research we've done into the use of tagging as well as faceted classifications (essentially attributes) and hierarchies in information management systems...here are some pointers to material in case you haven't.

The road we're traveling down right now in the design is more of a hybrid approach that incorporates aspects of all three systems mentioned above...But tagging is definitely on the front-lines of managing, processing and organizing information in the design.

I've recently submitted a proposal for a presentation at next year's Information Architecture Summit in Vancouver: http://www.iasummit.org and I've posted the proposal to the wiki:

http://wiki.osafoundation.org/bin/view/Journal/IASummitPresentationProposal

The proposal also includes a slide presentation* and links to research.

*Apologies for the powerpoint format in advance, I will be uploading a PDF version asap.

We definitely seem to be heading in the same general direction but I think we've managed to find some useful ways to incorporate more structured organizational mechanisms (ie. facets and hierarchies) in a limited way so that they support tagging rather than get in the way of it.

We're always curious for more feedback, especially from people who are also thinking deeply about these issues...so please take a look at this material if you haven't already and let us know what you think.

If you haven't signed up for the mailing list yet, you can do so at: http://wiki.osafoundation.org/bin/view/Projects/OsafMailingLists#design

Thanks!

Mimi :o)

At 6:23 AM -0800 11/16/05, Mitchell Kapor wrote:
Begin forwarded message:

From: Paulo Diniz <[EMAIL PROTECTED]>
Date: November 15, 2005 6:58:33 PM PST
Cc: [EMAIL PROTECTED]
Subject: Feature request for Chandler or other OSAF app - Tag-based organizer implementation
Reply-To: [EMAIL PROTECTED]


Hi from Brazil, Mr. Kapor,

I'm pretty sure the idea has been evaluated by the OSAF staff, for what i've seen on a brief reading of Mimi Yin's reports on
(http://wiki.osafoundation.org/bin/view/Journal/MimiYin)

But even though, i'd like to make an "special" request for this feature: make personal organizer software that is fully incorporated with data "TAGGING" , just like del.icio.us. I mean, extend the flexible tagging concept from del.icio.us to any kind of data, not just bookmarks. And with this concept, make it possible for the user to TOTALLY abandon rigid taxonomies (outlining), which is only good for a limited ammount of data, but turns out into a problem when you have to organize HUGE quantities of data.

I'm no app developer, just a long-time PC user, but i think the following idea would be compatible with the semantic web effort. (maybe?)

My concept of the ideal PIM software is the one that can deal with the massive ammount of info we have to deal with everyday, and make that availiable over an very big ammount of time (a lifetime span?), and is efficient for filtering the exact info you desire from that lifetime database. I've been thinking a bit about how that application would have to be, and i've gotten to the following conclusions (the following is copy of a draft i wrote, so sorry for any repetition of ideas):

----
1) hierarchical is a waste of time, because it works just like real world. one data only can be at one place, unless you are willing to copy and paste like crazy. Rigid taxonomies are good for science, but no good for inputing info on a fast way, and then finding it, after you¹ve grown a massive database.

2) hyperlinking is a waste of time, because it envolves the same work as copy and pasting. you¹d have to go beserk hyperlinking all around after you build a large database, to make it work.

3) the human brain works just like tags on delicious. when you think of a chicken, you dont think about kingdom, phylum, class, orden genre, specie. You basicly think ³ANIMAL, BIRDS, CHICKEN². We tag stuff free of a rigid structure.

4) massive search (e.g google) is good, but you dont have any control on the results other than the search keywords. If you tag, you do, because you reviewed that info, and added the tag metadata to it. You say what it is.

5) if you want to build a big database out of tagging, you need to have a good tag searching mechanism, because sometimes it takes 4 or 5 combined tags to filter the things we dont want. Just like del.icio.us: you can combine tags and see which bookmarks have all the tags you selected. You need to be able to merge or split chunks of info, and you also need a very good tag manager: you need to be able to mass tag stuff, mass un-tag, etc. You have to be able to fastly select TAGS for an information you will be inputting. The organizer cant get in the way.

6) Its known that the the more you input information, the better your database is. If your database uses tags, theres another factor on the equation. The smaller are your tagged bits of information, the better your database is, upon retrieval.

Example:
I go to my history class, with laptop, about american history.
the teacher starts to talk about the american independence, lets say im a history illiterate and dont know the very basics, so i start typing most of the information told to me by the teacher:

³The american independence was in 1776. The first president was George Washington. He is a founding father of the american republic. The expression founding fathers is related toв
And tag the class information as: history, world, USA, independence.

When i got home, i would review the class for a exam on the next day. I could take the chance to create new tagged bits of information, more specific, with what i consider the most relevant information. This helps further searches, as well as helps in the learning and memorizing process. Example:

³The american independence was in 1776.²
TAGS: history, world, america, USA, independence, year

³The first president was George Washington²
TAGS: history, world, america, USA, country, president, first, leader

³The expression founding fathers is related toв
TAGS: history, world, term, expression, america, USA, republic

and then 6 months later, i go into brazillian history. Off all of the information i captured, as ³history, local, brazil² i can make an example of this specific bit i could tag:

³The brazillian independence was in 1822.²
TAG: history, local, america, brazil, independence, year.

So, 50 years later, when helping my grandson on a school paper about independence of american conutries, i could filter the tagged bits with only the following tags:

³history, america, independence, year²

and would get a list of tagged bits containing all the independence years of countries i have studied on america. Cool huh? I just dont know if the ammount of data generated by this could be handled over an extensive ammount of time. Ask the people that wrote Google Desktop Search.

7) its good if you could be able to input data from the web and other documents, in a snap, with a key combination. Lets say you are in a web page and you find that interesting fact you just cant miss. you select the text, use a key combo (lets say ALT+Z), and the organizer imports that bit of info, giving you the chance to tag it on the fly.

-----

Concluding, my ideal PIM has the following  UI elements:

1) no outline pane, instead of it, on the left side of a screen, a "thin" panel act as an index of tags, from where you can select tags (one or multiple) to filter the chunks of data. 2) Below the menubar and toolbar of the app, a "tagbar", from where you can see what tags are active (being used to filter data on a given moment). Instead of using the left pane to select the active tags, you can type directly the desired tag on the tagbar, and the application would suggest the nearest tag to what you are typing. As you do this, the above-mentioned tag-index left-panel scrolls automatically to the suggested tag enabling you to see other similar tags. 3) On the rightmost portion of the "tagbar", a chronological filter. This would enable you to filter only chunks of information that were recently edited. 4) Taking about 75%-80% of the screen, the data visualizer. If no filter is on, and no tags are enforced, you see all the chunks of information (of course that would not fit on the screen, but thats what scrollbars are for) you have inputed, sorted chronologically, the most recent on top. A thin line separates each and every piece, and on the top of each one, you can see the tags attributed to that piece.

Well, thats it, i 'm just selling this idea because i think it would be great to have such a software. I'd be glad if that   input would be of any use on chandler or by OSAF. Keep up the great work on opensource!!!

- Paulo Diniz


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