categorization based on discrete sets. The word is also used as a count noun: a taxonomy, or taxonomic scheme, is a particular categorisation. The word finds its roots in the Greek language τάξις, taxis (meaning 'order', 'arrangement') and νόμος, nomos ('law' or 'science'). Originally, taxonomy
referred only to the categorisation of organisms or a particular
categorisation of organisms. In a wider, more general sense, it may
refer to a categorisation of things or concepts, as well as to the
principles underlying such a categorisation. Taxonomy is different from meronomy, which is dealing with the categorisation of parts of a whole.
Many taxonomies have a hierarchical structure, but this is not a requirement. Taxonomy uses taxonomic units, known as "taxa" (singular "taxon").
Taxonomy is the practice and science of Many taxonomies have a hierarchical structure, but this is not a requirement. Taxonomy uses taxonomic units, known as "taxa" (singular "taxon").
Applications
Wikipedia categories illustrate a taxonomy, and a full taxonomy of Wikipedia categories can be extracted by automatic means. As of 2009, it has been shown that a manually-constructed taxonomy, such as that of computational lexicons like WordNet, can be used to improve and restructure the Wikipedia category taxonomy.
In a broader sense, taxonomy also applies to relationship schemes other than parent-child hierarchies, such as network structures.
Taxonomies may then include a single child with multi-parents, for
example, "Car" might appear with both parents "Vehicle" and "Steel
Mechanisms"; to some however, this merely means that 'car' is a part of
several different taxonomies.
A taxonomy might also simply be organization of kinds of things into
groups, or an alphabetical list; here, however, the term vocabulary is
more appropriate. In current usage within knowledge management, taxonomies are considered narrower than ontologies since ontologies apply a larger variety of relation types.
Mathematically, a hierarchical taxonomy is a tree structure of classifications for a given set of objects. It is also named containment hierarchy.
At the top of this structure is a single classification, the root node,
that applies to all objects. Nodes below this root are more specific
classifications that apply to subsets of the total set of classified
objects. The progress of reasoning proceeds from the general to the more
specific.
By contrast, in the context of legal terminology, an open-ended
contextual taxonomy is employed—a taxonomy holding only with respect to a
specific context. In scenarios taken from the legal domain, a formal
account of the open-texture of legal terms is modeled, which suggests
varying notions of the "core" and "penumbra" of the meanings of a
concept. The progress of reasoning proceeds from the specific to the
more general.
History
Anthropologists
have observed that taxonomies are generally embedded in local cultural
and social systems, and serve various social functions. Perhaps the most
well-known and influential study of folk taxonomies is Émile Durkheim's The Elementary Forms of Religious Life.
A more recent treatment of folk taxonomies (including the results of
several decades of empirical research) and the discussion of their
relation to the scientific taxonomy can be found in Scott Atran's Cognitive Foundations of Natural History.
Folk taxonomies of organisms have been found in large part to agree
with scientific classification, at least for the larger and more obvious
species, which means that it is not the case that folk taxonomies are
based purely on utilitarian characteristics.
In the seventeenth century the German mathematician and philosopher Gottfried Leibniz, following the work of the thirteenth-century Majorcan philosopher Ramon Llull on his Ars generalis ultima, a system for procedurally generating concepts by combining a fixed set of ideas, sought to develop an alphabet of human thought. Leibniz intended his characteristica universalis to be an "algebra" capable of expressing all conceptual thought. The concept of creating such a "universal language" was frequently examined in the 17th century, also notably by the English philosopher John Wilkins in his work An Essay towards a Real Character and a Philosophical Language (1668), from which the classification scheme in Roget's Thesaurus ultimately derives.
Use of taxonomies in various disciplines
Taxonomies in software engineering
Vegas et al.
make a compelling case to advance the knowledge in the field of
software engineering through the use of taxonomies. Similarly, Ore et
al. provide a systematic methodology to approach taxonomy building in software engineering related topics.
Software testing taxonomies
Several
taxonomies have been proposed in software testing research to classify
techniques, tools, concepts and artifacts. The following are some
example taxonomies:
- A taxonomy of model-based testing techniques
- A taxonomy of static-code analysis tools
Engström et al.
suggest and evaluate the use of a taxonomy to bridge the communication
between researchers and practitioners engaged in the area of software
testing. They have also developed a web-based tool to facilitate and encourage the use of the taxonomy. The tool and its source code are available for public use.
Taxonomies in research publishing
Citing
inadequacies with current practices in listing authors of papers in
medical research journals, Drummond Rennie and co-authors called in a
1997 article in JAMA, the Journal of the American Medical Association for
a radical conceptual and systematic change, to reflect the realities of multiple authorship and to buttress accountability. We propose dropping the outmoded notion of author in favor of the more useful and realistic one of contributor.
Since 2012, several major academic and scientific publishing bodies have mounted Project CRediT to develop a controlled vocabulary of contributor roles. Known as CRediT (Contributor Roles Taxonomy),
this is an example of a flat, non-hierarchical taxonomy; however, it
does include an optional, broad classification of the degree of
contribution: lead, equal or supporting. Amy Brand and co-authors summarise their intended outcome as:
Identifying specific contributions to published research will lead to appropriate credit, fewer author disputes, and fewer disincentives to collaboration and the sharing of data and code.
As of mid-2018, this taxonomy apparently restricts its scope to research outputs, specifically journal articles; however, it does rather unusually "hope to … support identification of peer reviewers". (As such, it has not yet defined terms for such roles as editor or author of a chapter in a book
of research results.) Version 1, established by the first Working
Group in the (northern) autumn of 2014, identifies 14 specific
contributor roles using the following defined terms:
- Conceptualization
- Methodology
- Software
- Validation
- Formal Analysis
- Investigation
- Resources
- Data curation
- Writing – Original Draft
- Writing – Review & Editing
- Visualization
- Supervision
- Project Administration
- Funding acquisition
Reception has been mixed, with several major publishers and journals
planning to have implemented CRediT by the end of 2018, whilst almost as
many aren't persuaded of the need or value of using it. For example,
The National Academy of Sciences has created a TACS (Transparency in Author Contributions in Science) webpage to list the journals that commit to setting authorship standards, defining responsibilities for corresponding authors, requiring ORCID iDs, and adopting the CRediT taxonomy.
The same webpage has a table listing 21 journals (or families of journals), of which:
- 5 have, or by end 2018 will have, implemented CRediT,
- 6 require an author contribution statement and suggest using CRediT,
- 8 don't use CRediT, of which 3 give reasons for not doing so, and
- 2 are uninformative.
The taxonomy is an open standard conforming to the OpenStand principles, and is published under a Creative Commons licence.
Taxonomy for the web
Websites
with a well designed taxonomy or hierarchy are easily understood by
users, due to the possibility of users developing a mental model of the
site structure.
Guidelines for writing taxonomy for the web
- Mutually exclusive categories can be beneficial. If categories appear several places, it's called cross-listing or polyhierarchical. The hierarchy will lose its value if cross-listing appears too often. Cross-listing often appears when working with ambiguous categories that fits more than one place.
- Having a balance between breadth and depth in the taxonomy is beneficial. Too many options (breadth), will overload the users by giving them too many choices. At the same time having a too narrow structure, with more than two or three levels to click-through, will make users frustrated and might give up.
Is-a and has-a relationships, and hyponymy
Two of the predominant types of relationships in knowledge-representation systems are predication and the universally quantified conditional. Predication relationships express the notion that an individual entity is an example of a certain type (for example, John is a bachelor), while universally quantified conditionals express the notion that a type is a subtype of another type (for example, "A dog is a mammal", which means the same as "All dogs are mammals").
Taxonomies are often represented as is-a hierarchies
where each level is more specific (in mathematical language "a subset
of") the level above it. For example, a basic biology taxonomy would
have concepts such as mammal, which is a subset of animal, and dogs and cats, which are subsets of mammal.
This kind of taxonomy is called an is-a model because the specific
objects are considered as instances of a concept. For example, Fido is-an instance of the concept dog and Fluffy is-a cat.
In linguistics, is-a relations are called hyponymy.
Words that describe categories are called hypernyms and words that are
examples of categories are hyponyms. In the simple biology example, dog is a hypernym and Fido is one of its hyponyms. A word can be both a hyponym and a hypernym. For example, dog is a hyponym of mammal and also a hypernym of Fido.