Building Taxonomies in EnjoyHQ

In EnjoyHQ there are two types of taxonomies 

  • One for Stakeholders, normally people who consume research summaries or insights
  • And one for Researchers, normally people who do research in your company. 

In this video, we are going to learn how to use labels to build an effective taxonomy for stakeholders and how to use tags and properties to build a taxonomy that researchers can use to analyze raw data and build a common language.

First let’s define 3 very important concepts: Labels, Tags, and Properties.
Let's start with labels. 

Labels can be found in the Stories section and in the Projects section. Labels are used to organize your Stories and projects.

Labels are mostly used by read-only users. Read-only users are normally stakeholders who are only interested in consuming the conclusions of your research projects, they don’t want or need to see raw data or your analysis process.

Labels help stakeholders infer what a project or a Story is about. 

For example, think about an app for food delivery, a researcher in this company may use labels like:

Usability Testing, Onboarding, iOS app, and Restaurant. 

The labels in this example effectively describe what type of research method was used, in which part of the experience, what specific feature or platform, and what type of user.

You can create simple taxonomy based on labels that help non-researchers to filter insights easily. 

Now let’s talk about Tags and Properties

Tags and properties are mostly used by researchers for analysis. 

In essence, tags and properties have the same job, they help you classify information however we recommend using tags for high-level classification and properties to define context and detail.

Here are a couple of examples of common tags:

Feature request

UX Issue

Onboarding

Bug

Upgrade

Integrations

General Feedback

Cancellation

Let's talk about Properties

The anatomic of a property is the following: the name of the property and the values you want to associate with it. For example, a common classification pattern is product area, most software products have many features or product areas. You can create a property that captures that easily, for example:

Property name: Product Area.

Values:

Uploads

Exports

API

Check-out

Billing

Properties are great for building patterns that can help you classify data faster and keep the number of tags you need to create low and simple.

When should you use tags and when you should use properties? Whenever you can create a pattern for the classification, you can create a property. 
Going back to our initial point about building 2 different taxonomies for EnjoyHQ.

One for stakeholders, normally people who consume research summaries or insights

And one for Researchers, normally people who do research in your company. 

For the stakeholders' taxonomy, you will use labels. A small group of labels that can help you stakeholders filter insights and projects easily.
For Researchers, you will use tags and properties to build a taxonomy that can help your team build a common language about how you classify data internally.

The label-based taxonomy for stakeholders is normally very stable, it does not change much over time and allows you to offer a consistent experience to stakeholders while your team experiments with tags and properties.

Given the nature of the research work, your tags and properties will change often.

New tags and properties will be created as you come up with new observations or explore a new problem or opportunity areas. 

Taxonomies can easily get messy but you can always fix any inconsistencies using EnjoyHQ’s tag manager and property manager.

If you would like to see real-life examples of taxonomies and learn more about how to build yours. Please check the resources below:

Resources:

Here's one of the most practical masterclasses about building taxonomies for research repositories. Watch Taxopalooza! 

Taxopalooza Show and Tell (Taxonomy examples)

MURAL Taxonomy template from Taxopalooza by Alli Blum

Key concepts in EnjoyHQ: Building the structure of your Research Repository

A Practical Guide to Building Taxonomies That Make Data Truly Useful to Your Business

Best Practices for Different Taxonomies


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