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Fastaxon User Manual T-76.115 Group: Muuntaja
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1. File Edit View Favorites Tools Help Back gt J i Search yFavorites Media 4 3 38 JH l Address http j localhost fastaxon dev ispidiproject cmd closeproject vastavad Project Espoo shopping This projectis not yet published Main Menu n mu If this is a new project then Logout 1 Click to Taxonomies to create one or more taxonomies oo 2 Clickto Facets to create one or more facets and then assign Escale to each one of them one taxonomy Click to Expressions to create the expression that specifies Object Base the meaningful compound terms Click to Object Base to browse the compound terms and to Publish Project index objects Unpublish Project A Click to Publish Project to make this project available to Project Info Indexers and End users Delete Project Close Project Current Project Picture 3 The Project navigation screen 4 1 3 Publish Project When project is open it can be published Select menu command Publish Project for publishing the current project Publishing the project means that it becomes visible for end users It means also that editing the project is not allowed 4 1 4 Unpublish Project Published projects can be unpublished by selecting menu command Unpublish Project 4 1 5 Project Info Information about the project can be viewed by selecting menu command Project Info 4 1 6 Delete Project When project is open it can be del
2. In designing a taxonomy one has to define a priori appropriate terms and their subterms However as pointed out long ago by Ranganathan in the 1920s the design of a taxonomy can be done in a more convenient and a more systematic manner if we first identify a number of different aspects of the domain and then design one taxonomy per aspect This process results in a faceted taxonomy 1 e a set of taxonomies called facets For example suppose that we want to index Hotel home pages and suppose that we want to provide access to these pages according to three facets a the Place of the hotels b the Sports that are possible in these hotels and c the Facilities that they offer The next figure shows a faceted taxonomy Places Sports Facilities Earth AllSports MA Greece Finland SeaSports WinterSports Olympus Crete Cefalonia at a eo A WindSurfing SnowSki Rethimno Heraklio Picture 1 Faceted taxonomies Each object here hotel home page can now be indexed using a compound term i e a set of terms containing one or more terms from each facet For example a hotel in Crete providing sea ski and wind surfing facilities would be indexed by the compound term Crete SeaSki Windsurfing 2 3 What is the Compound Term Composition Algebra CTCA Notice that several compound terms over the above faceted taxonomy are meaningless For instance we cannot do any winter sport in the Greek islands Crete and Cefalonia as they n
3. Picture 8 End User Welcome screen 8 Installation and Administration 8 1 Installation Installation procedure is described in a separate installation instructions document 8 2 Administration Adding the users for the Fastaxon software for the moment must be done by modifying directly the MySOL database 9 Troubleshooting 10 References 1 Y Tzizikas A Analyti N Spyratos P Costantopoulos An Algebraic Approach for Specifying Compound Terms in Faceted Taxonomies EJC2003 Japan the paper in pdf slides
4. Crete AllSports Heraklio WinterSports Cefalonia AllSports Olympus SeaSki Rethimno AllSports Olympus WindSurfing Heraklio AllSports Crete SnowBoard Earth SeaSports Cefalonia SnowBoard Greece SeaSports Rethimno SnowBoard Finland SeaSports Heraklio SnowBoard Crete SeaSports Crete SnowSki Cefalonia SeaSports Cefalonia SnowSki Rethimno SeaSports Rethimno SnowSki Heraklio SeaSports Heraklio SnowSki Earth WinterSports Olympus SeaSports Casino Greece WinterSports Crete WinterSports Casino Finland WinterSports Cefalonia WinterSports Casino Olympus WinterSports Rethimno WinterSports Casino Earth SeaSki Heraklio WinterSports Casino Greece SeaSki Olympus SeaSki Casino Finland SeaSki Olympus WindSurfing Casino Crete SeaSki Crete SnowBoard Casino Cefalonia SeaSki Cefalonia SnowBoard Casino Rethimno SeaSki Rethimno SnowBoard Casino Heraklio SeaSki Heraklio SnowBoard Casino Earth WindSurfing Crete SnowSki Casino Greece WindSurfing Cefalonia SnowSki Casino Finland WindSurfing Rethimno SnowSki Casino Crete WindSurfing Heraklio SnowSki Casino Cefalonia WindSurfing Olympus AllSports Casino Rethimno WindSurfing Crete AllSports Casino Heraklio WindSurfing Rethimno AllSports Casino Earth SnowBoard Heraklio AllSports Casino Greece SnowBoard Crete SeaSports Casino Finland SnowBoard Rethimno SeaSports Casino Olympus SnowBoard Heraklio SeaSports Casino Earth SnowSki Oly
5. Internet Explorer toimittaja Sonera Internet File Edit View Favorites Tools Help EI Back gt gt gt J A search Favorites meda 4 Ey HO 3 la Address E http localhost fastaxon dev isp d project emd dloseproject Si Go rastade Expressions of the project Hotellit Man Mera instructions Here you have to formulate an expression that specifies the meanigful compound terms overthe facets ofthis project This set of compound terms will be visible and browsable during object indexing by Object Indexers and information base browsing by End Users The Logout expression can be formulated gradually Remember that a facet cannot appear more than once Also remember to mark the expression as Final Jant tyyppi taso Validate valid View Tree Set final races Tyypi sijainti Ea aidat valid view tee Final E xpressions gt Object Base Validate Al Publish Project o A Unpublish Project Project Info Delete Project Current Project Close Project EE Local intranet Picture 6 Expression navigation screen 5 1 Creating expressions By selecting a command New Expression users can add new expressions to the project Expression consists facets or existing expressions and compound term composition algebra modifier All expressions must be connected to each other by creating a new expression between them The expression that connects all other
6. and reliable software for building the big scalable and flexible taxonomies like you have dreamed You ll find that FASTAXON is the tool that will make the creation and management of taxonomies and taxonomy based catalogues look like chid play 1 1 About this Manual This document describes the basic features of FASTAXON software In chapter 2 there is a short introduction to the terminology and the scientific theory behind the FASTAXON software In chapter 3 a guick overview of a FASTAXON system is presented Chapter 4 describes the designer interface and it s functionalities Chapter 5 is dedicated to the Expression Builder and applying Compound Term Composition Algebra to the FASTAXON project In chapter 6 the Object Indexer will be described Chapter 7 covers the using of the end user interface Installation and Administration issues can be found from chapter 8 and a short troubleshooting section is in chapter 9 1 2 Technical reguirements The FASTAXON software runs only on Microsoft Windows 2000 or higher It is tested with MySQL 1 4 database server and Microsoft Internet Explorer 6 0 1 3 How can get FASTAXON FASTAXON will be published under VTT public licence 1 4 Acknowledgments FASTAXON was implemented by e Mika Hakkarainen Pekka Korhonen Tero Leppanen Esko Simpanen Hannu Tornroos Pekka Uusitalo Pentti Vanska as a student project for the course Software Project http www soberit hut fi T 76 115
7. 2003 2004 of the Helsinki University of Technology http www hut fi The client of this project was Raimo Launonen from VTT Information Technology VTT Technical Research Centre of Finland http www vtt fi tte indexe htm The technical advisor of this project was Yannis Tzitzikas http www csi forth gr tzitzik 2 Introduction to FASTAXON 2 1 What is FASTAXON FASTAXON is a system for building very big taxonomies and taxonomy based catalogs in a guick flexible and scalable manner Specifically FASTAXON allows e creating and updating faceted taxonomies e specifying the meaningful compound terms of a faceted taxonomy e creating and browsing taxonomy based Catalogs The functionality of FASTAXON is based on faceted taxonomies and the Compound Term Composition Algebra CTCA 2 2 What is a Faceted Taxonomy Roughly a taxonomy is a hierarchically organized set of terms Taxonomies is probably the oldest and most widely used conceptual modelling tool still used is in Web directories e g in Google and Yahoo Content Management hierarchical structures are used to classify documents Web Publishing many authoring tools require to organize the contents of portals according to some hierarchical structure Web Services services are typically classified in a hierarchical form Marketplaces goods are classified in hierarchical catalogs Personal File Systems Personal Bookmarks for the Web and Libraries e g Thesauri
8. FAS rxava Fastaxon User Manual T 76 115 Group Muuntaja Version History Owner of the document Quality Manager Pekka Uusitalo Acceptor of the document Esko Simpanen Version Date Author s Status Description 0 1 9 3 2004 Pekka Uusitalo Dreft Initial version 1 0 15 3 2004 Esko Simpanen Accepted Released version Contents 1 Introduction nannini Ll About this Mantalk arancia ari 5 1 25 Fechnicalteguirements ssssssism taseen da arias 5 13 How l can eet FASTAXON gliere Aia iaia 5 1 4 Acknowledgments ideas 5 2 Introduction to FASTAXON 0sccccccccsccsssssssscccccsccecesessscsccescssceseses O 2 1 What Is FASTAXON2 x045vt0 3utb veest listi RI Sees toed quel n 6 2 2 What is a Faceted TaxonomY i 6 2 3 What is the Compound Term Composition Algebra CTCA 7 3 Quick overview of FASTAXON program sccccscssssecscceecscseeseeee 11 3 1 How I can use FASTAXON eean ee o ere a I E ei 11 4 Designer AAA l2 Ma lo ed ucts 12 4 1 1 Create a new project nono ne nan Ka na Ha Hannan aeenn 12 4 1 2 Open existing Project aa AK N wands 12 4 1 3 Publish Project 2 05 05 statin e a i 13 4 1 4 Unpublish Project i isole iaia 13 4 1 5 Project Info a ariana a RALE aaa 13 4 1 6 Delete Projects ta AI KATA hai ANTA ai 13 42 TAXONOMY ss NA 14 4 2 1 Create a New taXONOMY i 14 4 2 2 Open and closing existing taXO
9. NOMY i 14 4 2 3 Browsing the taxonomy tree s n a ne nananana 14 4 2 4 Add and delete terms to the taxonomy 15 4 2 5 Rename term sx sn A ki a SAE teet 15 4 2 6 Change Parent leer deh Ace aate an 15 4 2 7 Delete TAXONOMY nooo ncon nono nonn a na Ka na na Kaanaan aeenn 15 43 E ESE SALSA SE EAL 15 4 3 1 Add Face tess atolli aaa 15 4 3 2 Assign and Deassign a taxonomy to the Facet 15 4 3 3 Delete Facet nis aaa ii 15 5 Expression builder lean Del Creating EXPLOSION ESA e A AM 17 5 1 1 PLUS Kum Va oe vaada aaa na 17 5 1 2 MIN US pummasi ita 18 5 1 3 SELFPLUS ssaa n there RUT HTA ea MMe nes 18 5 1 4 SELEMINUS ini adenine aoe 18 5 2 Validating navigation tree oc a a na na a Ka neen ran nrnnnnn 18 53 Editing an expressions is 18 5 4 Deleting anexpr ssion is 42 ess ASA kaa ALLE Isa LC ULI 18 6 Object Indexer interface se sseesooessoesssesssesssocssooesoosssesssoessoossoossossssse 19 6 1 Object Basel ado 19 7 End User Interface cccccccscssssssssscscccsccccessssccccccccscccscesessssccccscssceses DO 8 Installation and Administration ccccccsssssssccsccscesssssssccscccccssesescee 24 10 8 1 Installation lie Lella asl sana 21 824 Administration cosrni a aa 21 Eroubleshootmg ia allaccia References as 1 Introduction Welcome to the FASTAXON easy to use fast
10. calhost Fastaxon devfisp dfproject cmd closeproject v e rasta Object Base of the project Espoo shopping instructions In order to index a new object browse the navigation tree until reaching the compound term that describes the contents of object and then press Add to add the object to the Object Base of this project Main Menu o a o E Pp 2 T lt Logout Browsing path Taxonomies Espoo shoppina kauppa Tavaratalot Stockman Etel Espoo Tapiola Facets Terms s children Object Base Jump to and refine by a different facet Publish Project Unpublish Project New object hitpwwwstockmannfif and classify under the topic Stockman Tapiola Project Info Delete Project Objects classified under the focal compound term Stockman Tapiola Close Project Tapiolan Stokka os nee um en Picture 7 Object Indexing screen 7 End User Interface When the project is published by the designer it becomes visible to the end users End users can browse the selected information base and search the wanted objects E FASTAXON Microsoft Internet Explorer toimittaja Sonera Internet File Edit View Favorites Tools Help Bak gt J N search Favorites media J Ey 3 15 HA Address http flocalhost Fastaxon_dev jsp efenduser Welcome to the FASTAXON Select the information base Espoo shopping y EI jdong BE Local intranet 4
11. eted Select menu command Delete Project for deleting the current project 4 2 Taxonomy Taxonomy is a hierarchically organized set of terms Currently FASTAXON supports only tree hierarchies This means that in current implementation every leaf has only one parent but one parent can have any amount of leafs Terms can be added only as leafs J Taxonomy editor Microsoft Internet Explorer toimittaja Sonera Internet 10 x Taxonomy Editor Espoo Etela Espoo Go Up One Level A New child term Etel E kl For Current Term Soukka Suomenoja Tapiola Haukilahti Matinkyl Westend Picture 4 The Taxonomy Editor screen User can add modify and delete taxonomies and terms in taxonomies by selecting menu command Taxonomies This command will open a list of taxonomies in the project 4 2 1 Create a new taxonomy Create new empty taxonomy by selecting command Add Taxonomy Taxonomy name must be unique Taxonomies are not visible between projects When taxonomy is opened first time the root term is required to set 4 2 2 Open and closing existing taxonomy Open existing taxonomy by clicking taxonomy name by mouse Taxonomy editor window is opened and the root term is selected Taxonomy is closed by selecting Close command 4 2 3 Browsing the taxonomy tree When taxonomy is opened the root term of taxonomy is selected as current term All childs of the current term are visible as a list below the term Use
12. ever have enough snow and we cannot do any sea sport in Olympus because Olympus is a mountain Meaningless compound terms cause serious problems in indexing and browsing that prevent the design and deployment of faceted taxonomies for real and large scale applications On the other hand the ability to infer the meaningful compound terms of a faceted taxonomy would be very useful It could be exploited in the indexing process in order to aid the indexer and prevent indexing errors Such an aid is especially important in cases where the indexing is done by many people who are not domain experts For example the indexing of Web pages in the Open Directory which is used by Netscape Lycos HotBot and several other search engines is done by more than 20 000 volunteer human editors indexers In practice if we could infer the meaningful compound terms in a faceted taxonomy then we would be able to generate navigation trees on the fly having only meaningful compound terms as nodes Consider again the faceted taxonomy of our running example and suppose that only Cefalonia has a Casino According to the above the partition of compound terms to the set of valid meaning full compound terms and invalid meaning less compound terms is the following Valid Compound Terms Invalid Compound Terms Earth AllSports Olympus SeaSports Greece AllSports Crete WinterSports Finland AllSports Cefalonia WinterSports Olympus AllSports Rethimno WinterSports
13. expressions will be set as Final 5 1 1 PLUS Plus term will validate selected compound terms 5 1 2 MINUS Minus term will invalidate selected compound terms 5 1 3 SELFPLUS SelfPlus term will validate term itself 5 1 4 SELFMINUS Selfminus term will invalidate term itself 5 2 Validating navigation tree When expressions are created the navigation tree must be validate Validation is done by selecting menu command validate for single expression or by selecting validate all foe all expressions The validation will create a navigation tree that can be viewed by selecting a menu command View Tree 5 3 Editing an expression Expression can be edited by selecting a menu command Edit beside the expression After editing the validation of the expression must be done again 5 4 Deleting an expression An expression can be deleted by selecting a menu command Delete beside the expression 6 Object Indexer interface Separate Object indexer interface will not be implemented in this project Object indexing will be done in the designer interface with the designer users rights Functionalities of the object indexing will be the same in a designer interface that was reguired in a separate Object Indexer interface 6 1 Object Base E FASTAXON DESIGNER Microsoft Internet Explorer toimittaja Sonera Internet File Edit View Favorites Tools Help Bak gt gt J A Bsearch Favorites media 4 Er GO ABR Address E http lo
14. gful compound terms by declaring only a small set of valid or invalid compound terms from which other valid or invalid compound terms are then inferred Specifically using the Compound Term Composition Algebra we can define the above partition using the expression Places N Sports P Facilities with the following P and N parameters N Crete WinterSports Cefalonia WinterSports and P Cefalonia SeaSki Casino Cefalonia Windsurfing Casino For more about the Compound Term Composition Algebra please refer to the article 1 More articles older or subsequent can be found in www csi forth gr tzitzik publications htm There is also an XML DTD that allows publishing taxonomies of compound terms which are defined by using the Compound Term Composition Algebra It is called XFML CAMEL For example the representation of the faceted taxonomy and the above algebraic expression using XFML CAMEL can be found here For any comments or questions concerning CTCA and XFML CAMEL please contact with Yannis Tzitzikas http www csi forth gr tzitzik 3 Auick overview of FASTAXON program Fastaxon software consists of several integrated modules that are divided to tree interfaces Modules are designer interface including the expression builder object indexer interface and the end user interface 3 1 How I can use FASTAXON A FASTAXON project includes taxonomies facets algebraic expressions and an
15. mpus WinterSports Casino Greece SnowSki Crete SeaSki Casino Finland SnowSki Rethimno SeaSki Casino Olympus SnowSki Heraklio SeaSki Casino Earth AIISports Casino Crete WindSurfing Casino Greece AllSports Casino Rethimno WindSurfing Casino Cefalonia AllSports Casino Heraklio WindSurfing Casino Earth SeaSports Casino Olympus SnowBoard Casino Greece SeaSports Casino Olympus SnowSki Casino Cefalonia SeaSports Casino Finland AllSports Casino Earth WinterSports Casino Finland SeaSports Casino Greece WinterSports Casino Finland WinterSports Casino Earth SeaSki Casino Finland SeaSki Casino Greece SeaSki Casino Finland WindSurfing Casino Cefalonia SeaSki Casino Finland SnowSki Casino Earth WindSurfing Casino Finland SnowBoard Casino Greece WindSurfing Casino Cefalonia WindSurfing Casino Earth SnowBoard Casino Greece SnowBoard Casino Earth SnowSki Casino Greece SnowSki Casino However even from this toy faceted taxonomy it is more than obvious that partitioning the set of compound terms to those that are valid and those that are invalid is a formidably laborious task for the designer This is the reason why FASTAXON supports the Compound Term Composition Algebra CTCA The Compound Term Composition Algebra CTCA is an algebra that can significantly reduce the required effort According to that approach the designer can use an algebraic expression to define the valid meanin
16. object base For creating a new project one has to 1 2 3 4 create the desired taxonomies define the desired facets formulate the expression that specifies the meaningful compound terms start indexing objects using the navigation tree For more details refer to the following chapters 4 Designer interface 3 FASTAXON Designer login Microsoft Internet Explorer toimittaja Sonera Internet File Edit View Favorites Tools Help Bak gt Y A Qsearch Favorites meda 4 B Goer sya Address http localhost fastaxon dev isp d login isp v Go FASTAX Welcome to the FASTAXON designer login Username wanska Password AACA Fastaxon release fxr 3 1 release date 2 3 2004 EI ee Picture 2 The Designer login screen 4 1 Project Project is a main container of data in FASTAXON system Project is owned by one designer and it holds project specific data taxonomies facets expressions inside it 4 1 1 Create a new project Create new project by selecting menu command Create Project Project name must be unique Project is owned by the designer and other designers can t modify it or it s content 4 1 2 Open existing Project Open existing project by selecting menu command Open Project Select project from a list Only projects owned by the designer are visible in a project list A FASTAXON DESIGNER Microsoft Internet Explorer toimittaja Sonera Internet
17. r can browse down in a tree towards the leaf by selecting one of the childs Path from current term to the root is visible in a top of a taxonomy editor window Users can go up in a tree towards the root by several ways By selecting Go to root a user can g0 directly to the root By selecting Go up one level a user can go previous level Users can also use path from current term to root and select any of the terms in the path to be a current term 4 2 4 Add and delete terms to the taxonomy Browse to the correct position in the taxonomy tree Add a term by defining a name and select Add term Current term can be deleted to by selecting Delete current term 4 2 5 Rename term Any term in taxonomy can be renamed by selecting Rename command when the term is selected 4 2 6 Change Parent Taxonomies can be modified by moving branches or leaves under another parent 4 2 7 Delete Taxonomy When taxonomy list is visible select command Delete beside the taxonomy for deleting it 4 3 Facet The facets are used to give the taxonomies a name Facets in a project must be unigue but one taxonomy can have several facets Select command Facets to view and modify the facets of a current project 4 3 1 Add Facet Select Add facet command to add new facets to the project Add unique names for every facet in one project 4 3 2 Assign and Deassign a taxonomy to the Facet Select a facet from a facet list by clicking it by mouse Select a taxonomy to be a
18. ssigned from a dropdown list Deassign taxonomy by selecting the command Deassign 4 3 3 Delete Facet When list of facets is visible select command Delete beside the facet for deleting it E FASTAXON DESIGNER Microsoft Internet Explorer toimittaja Sonera Internet File Edit View Favorites Tools Help Back gt gt A A Asearch Favorites meda G GDA ABR Address http flocalhost Fastaxon_dev jsp d project cmd closeproject rastad Facets of the project Espoo shopping Main Menu Facet Assigned Faq Name Taxonomy kauppa Shops sso oes paikka Places Taxonomies palvelu Facilitioes Object Base Publish Project Unpublish Project Project Info Delete Project Close Project Current Project Picture 5 Facet navigation screen 5 Expression builder Expressions are rules created with compound term composition algebra that allow users to determine the set of compound terms that is valid Expressions use facets as objects and modify the compounds by using four different modifiers PLUS MINUS SELFPLUS and SELFMINUS When proper set of expressions is created designer will validate the navigation tree for object indexing By selecting menu command Expressions users can see the list of expressions of the project In Expression navigating screen users can add new expressions and modify the existing ones Also validation of navigation trees is done here E FASTAXON DESIGNER Microsoft
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