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Taxonomy Boot Camp 2006

November 2-3, 2006
San Jose McEnery Convention Center - San Jose, CA
General Conference - Day One: Thursday, November 2nd
Day One Day Two
Taxonomy 101: How to Build a Taxonomy
7:45 am – 8:45 am

This brief, optional pre-conference session is for novices who want to learn the step-by-step fundamentals of how to build a taxonomy. Taxonomy Boot Camp sessions assume a basic familiarity with taxonomy construction.

Opening Keynote: The New Shape of Knowledge: Everything Is Miscellaneous
9:00 am – 10:00 am
Dr. David Weinberger, Fellow, Berkman Center, Harvard University

The digitizing of information resources allows us to reinvent the basic principles by which we manage and organize knowledge, thereby transforming the shape and authority of knowledge. Debunking linear information models, Weinberger explores how we can get more value from organizational knowledge and expertise by treating knowledge as a miscellaneous collection of data and metadata to be sorted and ordered by users. This approach wrings the maximum potential from what an organization knows — improving information flows, increasing innovation, enabling the power of social knowing to emerge — but it changes the role of experts and knowledge and information managers.

Networking Break — A Chance to Visit the Exhibits
10:00 am – 10:30 am
The Categorization Quandary: Making Choices
10:30 am – 11:30 am
Susan E. Feldman, Research Vice President, Search and Digital Marketplace Technologies, IDC

It is clear that categorization is a necessary part of a good information access system.  What is less clear is what kind of categorization technology or approach is best. Does everyone need a taxonomy?  What about clustering engines, rule based classifiers, automatic classifiers?  This session will demystify the types of categorization and discuss the pros and cons, and tradeoffs of each.

Buy, Build, Automate: The Great Debate
11:30 am – 12:15 pm
Wendi Pohs, Chief Technology Officer, InfoClear Consulting
Tom Reamy, Chief Knowledge Architect, KAPS Group
Jim Wessely, President, Advanced Document Sciences

One of the biggest challenges of any taxonomy project is actually “getting” the taxonomy. Can you buy an existing taxonomy? Do you have to build one from the ground up? Or can you use an automatic categorizer to create one for you? This lively debate explores what you need to make the decision to buy or build your taxonomy, or if automatic taxonomy generation will work for you, as each of the speakers presents and defends an option.

Lunch Break — A Chance to Visit the Exhibits
12:15 pm – 1:15 pm
Defining Your Strategy
1:15 pm – 1:35 pm
Ed Stevenson, Director, Content Strategies, Really Strategies, Inc

While having their own complexities beyond fielded metadata, taxonomies need to be approached as part of your full metadata set. This session will focus on how taxonomies fit into an overall metadata strategy, including how to identify different types of metadata for your organization, how to manage content and data modeling issues for fielded metadata, and how to identify and implement work flow to handle both standard metadata and taxonomies.

Team Building & Project Management
1:35 pm – 2:00 pm
Lynda Moulton, Consultant, LWM Technology Services

Building your taxonomy team and defining expected contributions from each team member is crucial to the success of your project. How to build your team and then creating a work plan, refining the processes, managing the technologies, and pushing the deliverables into production are the focus for this practical presentation by a consultant who manages large-scale, long-term taxonomy projects.

Networking Break — A Chance to Visit the Exhibits
2:00 pm – 2:30 pm
Low-Cost & No-Cost Taxonomy Tools
2:30 pm – 3:00 pm
Mark Goldstein, President, International Research Center

Often taxonomy development and its integration are seen as part of expensive and complex enterprise toolsets and suites. There are, however, a number of free open source and low-cost commercial tools that enable full taxonomy development and maintenance for more modest budgets. This session covers the availability of existing open source taxonomies, a variety of taxonomy tools for modest budgets, comparisons of their capabilities, and an analysis of their applicability for integration to portal and search applications.

Automatic Metadata Generation: Proving the ROI
3:00 pm – 3:15 pm
Roger Sperberg, Taxonomy Project Tech Lead, Wolters Kluwer Health/Ovid

Learn how automatic metadata generation solutions can be used cost-efficiently and effectively for large-scale projects without a major investment in human resources. In this case study, Wolters Kluwer, a major publisher, will illustrate how it has applied Teragram’s automatic metadata solution to its vast repositories of published materials.

Developing & Maintaining an Enterprise Taxonomy
3:30 pm – 5:00 pm
Moderator: Joseph A. Busch, Principal, Taxonomy Strategies LLC
Jayne Dutra, Information Architect, Knowledge Navigation
Kevin Lynch, Knowledge Architect, Raytheon
Graf Mouen, Project Lead, Media Archive Retrieval System, ABC Company

Taxonomy experts at four companies share real operational experiences in deploying a taxonomy strategy at the enterprise level. The tire hits the pavement in this dynamic panel as practitioners reveal the truth about what it takes to keep current, maintain compliance, ensure data integrity, support structural expansion, and still keep your job.

Taxonomy Boot Camp Welcome Reception and Networking Dinners
5:00 pm – 6:00 pm

Continue the day’s discussions with new colleagues and old friends over drinks and hors d’oeuvres. Meet and talk with the speakers and the conference sponsors. Then wrap up the day, if you wish, by joining a Networking Dinner Group for a fun and casual evening at a nearby restaurant. (Watch the Taxonomy Boot Camp Web site for signup forms for these Dutch-treat dinners.)

Co-located with:
KMWorld 2009
Enterprise Search Summit West

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