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Taxonomy Boot Camp 2008
Organizing Information for Search & Discovery
September 24-26, 2008
(Preconference Workshops: Tuesday, September 23)
San Jose McEnery Convention Center - San Jose, CA
General Conference - Day One: Thursday, September 25th
Opening Networking Event Day One Day Two
Taxonomies: Dying? Dead? Or Just Hitting Their Stride?
8:00 am – 8:45 am
Theresa Regli, Principal, SharePoint Watch

As we embark on 2 days of intensive and informative discussions about taxonomies, Regli describes the “current state of the taxonomy nation”:  What’s happening with taxonomies, where progress is occurring and where struggles continue. Are enterprises still focused on, and investing in, taxonomies?  Is technology replacing the need for librarians and taxonomists? Are taxonomies losing momentum or ready for full steam ahead? Hear what our industry watcher predicts.

Welcome Keynote: Connecting Knowledge Management
9:00 am – 10:00 am
Peter Morville, President, Semantic Studios, & Author, Search Patterns

Search is among our most important and complex challenges. As the choice of first resort for many users and tasks, search is a defining
element of the user experience and a critical window into the taxonomies we build. However, it not only influences who we find and what we learn, but search also shapes how we create value and share knowledge. In this fast-paced session, Peter Morville highlights best practices and emerging technologies that transform enterprise social search into a vital tool for collaboration, knowledge management, and discovery.

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Coffee Break
10:00 am – 10:30 am
Strategy, Planning, Stakeholders, & the Semantic Web
10:30 am – 11:15 am
Joseph A. Busch, Senior Principal, Project Performance Corporation Taxonomy Strategies
Ron Daniel Jr., Disruptive Technologies Director, Elsevier

Developing the business case, setting strategy, getting stakeholders on board, and engaging in the collaborative process of developing a content organization framework are as important as ever, and the new technologies just heighten people’s expectations. This means that project scoping, start-up, on-boarding, education, and high-level taxonomy remain critical factors in the success of a taxonomy effort. This session focuses on making the business case by addressing these points: What are the best criteria for identifying business stakeholders to participate in the project, how do you get them involved, and what should be their role in the taxonomy development process? What do business managers need to know about taxonomy and why it’s important? What are the critical start-up tasks in a taxonomy project? What are the best practices for early tasks and deliverables such as the high-level taxonomy design?

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Planning Makes All the Difference: Case Studies of Planning in Action
11:30 am – 12:15 pm
Sonya Pelli, Internet Services Manager, City of St. Louis Information Technology Services Agency
Joseph A. Busch, Senior Principal, Project Performance Corporation Taxonomy Strategies

It’s one thing to lay the groundwork for a taxonomy with strategy and planning, but quite another to follow through with implementing the strategies and plans and realizing the results. Follow how the city of St. Louis and the FDA benefited from investing in their plans and what was learned while putting those plans into action.

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Attendee Lunch
12:15 pm – 1:15 pm
Tools & Technologies: What’s New & How to Select
1:15 pm – 2:00 pm
Tom Reamy, Chief Knowledge Architect, KAPS Group

Taxonomy software is an increasingly complex vendor and feature-rich landscape. In addition to basic development features designed to make the task of the taxonomist simpler and more productive, there’s a whole range of capabilities built on top of taxonomy management, from categorization rules associated with each taxonomy node to distributed taxonomy development, entity extraction, and sentiment analysis. This means the old method of enumerating features and developing a score card simply doesn’t work very well. Reamy looks at what’s new and includes an in-depth analysis of critical capabilities designed to match software capabilities with a range of possible applications.

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Integrating With CMS for Dynamic Content: Motorola Case Study
2:15 pm – 3:15 pm
Stephanie Lemieux, Taxonomy Practice Lead, Earley & Associates
Charlie Gray, Sr. Consulting Manager, Web Platform Services & CMS Strategy, Motorola, Inc.

Ever wonder what in the world organizations do after all those taxonomy initiatives are finished? Speakers highlight the ongoing taxonomy development and global implementation at Motorola, global manufacturer, showing how this company is integrating its global taxonomy with its CMS (Content Management System) to improve navigation and labeling consistency and to drive dynamic content on its customer-facing website, www.motorola.com.

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Taxonomies for Human Versus Auto-Indexing
3:30 pm – 4:00 pm
Heather Hedden, Taxonomy Manager, First Wind Energy LLC

Some taxonomies are used by human indexers or taggers, while other taxonomies are linked to content by automated indexing (auto-categorization).  This difference in how the taxonomy is used plays a significant role in how the taxonomy is constructed. Usage influences how taxonomy concepts are defined, what kind and how many variant (nonpreferred) terms are created, and how structured the term relationships are. The indexing method also impacts the taxonomy support tasks in policy development, rules writing, scope note writing, and training.

Ontologies and Folksonomies
4:15 pm – 5:00 pm
Marcia Morante, President, KCurve, Inc.
Wendi Pohs, Chief Technology Officer, InfoClear Consulting

Both “ontology” and “folksonomy” have been buzzwords for the past couple of years, but how are they used in practice? Our experts discuss their definitions and experiences in implementing alternative vocabulary structures in real-world applications. They present business and tool requirements for creating an integrated, semantic infrastructure, as well as some of the more common implementation techniques and pratfalls, including their own.

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Networking Reception
5:15 pm – 6:30 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.

Co-located with:
KMWorld Conference
Enterprise Search Summit Fall
Sharepoint Symposium

Diamond Sponsor

Platinum Sponsors

Reception

Email Station

Coffee Break







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