1. IRS Tax Map David Brown Media and Publications Division Internal Revenue Service David Brown Media and Publications Division Internal Revenue Service

2. What is Tax Map? Electronic Research tool - Primary audience IRS telephone tax law assistors Network navigational model - Enables research by subject and discovery Contains forms and instructions, publications, tax law faq, and Tele-tax topics Builds on XML/SGML work we have done Electronic Research tool - Primary audience IRS telephone tax law assistors Network navigational model - Enables research by subject and discovery Contains forms and instructions, publications, tax law faq, and Tele-tax topics Builds on XML/SGML work we have done

3. What is Tax Map? Contractor produced Intranet application Automated processes Technology - Topic Maps international standard Contractor produced Intranet application Automated processes Technology - Topic Maps international standard

4. Topic Maps standard International standard describing knowledge structure. XML application - Web ready Roots back-of-book indexing Basic concepts - topics, occurrences, associations International standard describing knowledge structure. XML application - Web ready Roots back-of-book indexing Basic concepts - topics, occurrences, associations

5. Printed Index M&IE ……………………………. 181 Main home ……………….……71, 108 Mandatory retirement age ……… 229 Married taxpayers: (See also Spouse) Estimated Tax ………………….. 45 Filing status …………………….. 21 Signing joint return ……………. 22 M&IE ……………………………. 181 Main home ……………….……71, 108 Mandatory retirement age ……… 229 Married taxpayers: (See also Spouse) Estimated Tax ………………….. 45 Filing status …………………….. 21 Signing joint return ……………. 22 Topics Association Occurrence Location

6. Why Topic Maps? Separate electronic file Capture knowledge Scalable and matures with time Accessibility Separate electronic file Capture knowledge Scalable and matures with time Accessibility

7. Preparing Tax Map Using computers and tax expert knowledge Conducting workshops tax experts Starting with content - Working globally Using computers and tax expert knowledge Conducting workshops tax experts Starting with content - Working globally

8. Preparing Tax Map Initially used index items Created 15 rules for merging Problems: variation precision, amount Initially used index items Created 15 rules for merging Problems: variation precision, amount

9. Preparing Tax Map Gather headings by theme Group by subject, merge, relate Creating a web Creating hubs, entry points Gather headings by theme Group by subject, merge, relate Creating a web Creating hubs, entry points DUE,FILE,EXTENSION,DEADLINE,CALENDAR

10. Preparing Tax Map Tax experts rename and relate heads Using computer software and tax experts to relate topics Tax experts rename and relate heads Using computer software and tax experts to relate topics Topic- Due dates Related Topic (computer) - Due dates, fisherman Related Topic (human) - Estimated tax Topic- Due dates Related Topic (computer) - Due dates, fisherman Related Topic (human) - Estimated tax When do I have to file?->Due Dates Due dates for qualified fisherman ->Due Dates, fisherman Due Dates | Estimated tax When do I have to file?->Due Dates Due dates for qualified fisherman ->Due Dates, fisherman Due Dates | Estimated tax

11. Finding Information Search all 4000 topics

12. Search All Topics

13. Topic Page publication abstract

14. Publication 17 Links back to topic page. Arrows link to more occurrences.

15. Finding Information Find key “entry point” topics

16. Integrated Indexes

18. Form Finder

20. Finding Information Use Table of Contents

21. Browse By

22. Value added Tax Map Key entry points or hubs to begin search Fast learning curve - similar to using an index Contains topics related by tax experts Topic page - single entry point for subject Creation of a tax law ontology Key entry points or hubs to begin search Fast learning curve - similar to using an index Contains topics related by tax experts Topic page - single entry point for subject Creation of a tax law ontology

23. Prototypes Usability testing One day test Dallas call site Two week test - Boston call site Two week test - St. Louis Usability testing One day test Dallas call site Two week test - Boston call site Two week test - St. Louis

24. Results Dallas, Boston Gathered qualitative feedback Research by topic intuitive Topic search - preferred by less experienced Positively received by telephone assistors Gathered qualitative feedback Research by topic intuitive Topic search - preferred by less experienced Positively received by telephone assistors

25. St. Louis Test Test to integrate Probe and Response Guide Integrated existing version Gather suggestions from assistors for integration Propose integration strategy Test to integrate Probe and Response Guide Integrated existing version Gather suggestions from assistors for integration Propose integration strategy

26. Probe and Response

27. What’s next Probe and Response Guide test in June Tax Products CD Taxpayer Education Tax examiners Learning and Education Internet Probe and Response Guide test in June Tax Products CD Taxpayer Education Tax examiners Learning and Education Internet

28. Maintenance Summer and winter workshop needed with tax experts each year Development of new tools Standardized methodology Summer and winter workshop needed with tax experts each year Development of new tools Standardized methodology

29. Topic Maps Standard http://www.isotopicmaps.org http://xml.coverpages.org/topicMaps.html http://www.isotopicmaps.org http://xml.coverpages.org/topicMaps.html