IRS Tax Map David Brown Media and Publications Division Internal Revenue Service
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
What is Tax Map? • Contractor produced • Intranet application • Automated processes • Technology - Topic Maps international standard
Topic Maps standard • International standard describing knowledge structure. • XML application - Web ready • Roots back-of-book indexing • Basic concepts - topics, occurrences, associations
Printed Index Occurrence Topics Location M&IE ………………. 181 Main home ………………. …… 71, 108 Mandatory retirement age ……… 229 Married taxpayers: (See also Spouse) Association Estimated Tax …………………. . 45 Filing status …………. . 21 Signing joint return ……………. 22
Why Topic Maps? • Separate electronic file • Capture knowledge • Scalable and matures with time • Accessibility
Preparing Tax Map • Using computers and tax expert knowledge • Conducting workshops tax experts • Starting with content - Working globally
Preparing Tax Map • Initially used index items • Created 15 rules for merging • Problems: variation precision, amount
Preparing Tax Map • Gather headings by theme • DUE, FILE, EXTENSION, DEADLINE, CALENDAR • Group by subject, merge, relate • Creating a web • Creating hubs, entry points
Preparing Tax Map • Tax experts rename and relate heads • When do I have to file? ->Due Dates • • Due dates for qualified fisherman ->Due Dates, fisherman Due Dates | Estimated tax • Using computer software and tax experts to relate topics Topic- Due dates Related Topic (computer) - Due dates, fisherman Related Topic (human) - Estimated tax
Finding Information Search all 4000 topics
Search All Topics
Topic Page publication abstract
Publication 17 Links back to topic page. Arrows link to more occurrences.
Finding Information Find key “entry point” topics
Integrated Indexes
Integrated Indexes
Form Finder
Form Finder
Finding Information Use Table of Contents
Browse By
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
Prototypes • Usability testing • One day test Dallas call site • Two week test - Boston call site • Two week test - St. Louis
Results Dallas, Boston • Gathered qualitative feedback • Research by topic intuitive • Topic search - preferred by less experienced • Positively received by telephone assistors
St. Louis Test • Test to integrate Probe and Response Guide • Integrated existing version • Gather suggestions from assistors for integration • Propose integration strategy
Probe and Response
What’s next • Probe and Response Guide test in June • Tax Products CD • Taxpayer Education • Tax examiners • Learning and Education • Internet
Maintenance • Summer and winter workshop needed with tax experts each year • Development of new tools • Standardized methodology
Topic Maps Standard • http: //www. isotopicmaps. org • http: //xml. coverpages. org/topic. Maps. html
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