Tuesday, October 16, 2012

Moderated by:
Hannah Rubin, Information Research Specialist, Congressional Research Service
Continental Breakfast
8:00 a.m. - 9:00 a.m.
Welcome and Keynote: Improving Information Interactions:Taxonomies & Experience Design
9:00 a.m. - 10:00 a.m.
Samantha Starmer, Director, eCommerce Customer Experience, REI
In this world of ubiquitous technology and ever-increasing connectedness, information is the critical foundation that drives our interactions with brands, with companies, and with each other. The centrality of information in our experiences means that information managers have an increasing opportunity to take a well-deserved seat at the business strategy table. We can truly impact the way companies serve and support users, citizens, and customers. To do this, we need to move from just organizing information for digital technologies. We need to take a key role in transforming disconnected experiences across channels into seamless experiences that truly integrate our digital and physical environments. Let’s take our taxonomies into the real world. Let’s get out of our cubes, away from our computers and spreadsheets, and place ourselves squarely in the center of creating experiences that cross channels and devices. Let’s create holistic, interactive experiences that resonate in all channels and environments. Join our speaker for insights, strategies, tips, and techniques for doing just that!

Coffee Break
10:00 a.m. - 10:15 a.m.
Track 1
Moderated by:
Hannah Rubin, Information Research Specialist, Congressional Research Service
Taxonomy Fundamentals Workshop
10:15 a.m. - 12:00 p.m.
Marjorie M.K. Hlava, President & Chairman, Access Innovations, Inc. Data Harmony My blog is TaxoDiary.com
Heather Hedden, Senior Vocabulary Editor, Gale/Cengage Learning
This interactive session starts by building a solid conceptual foundation for taxonomy creation and then reinforces concepts through audience participation. Starting with the basics we quickly advance to where and how to leverage taxonomies. This gives beginning and intermediate practitioners a good overview of the foundational knowledge for the more advanced sessions throughout the conference. We cover the taxonomy standards for the key components of a thesaurus. We explore how those elements support the information needs of users from multiple perspectives. Examining illustrative sites and behind-the-scenes solutions, we see how a well constructed taxonomy with a rich interplay of terms and synonyms leads to better information access. Then we turn to developing a taxonomy that serves users, respecting their needs for specialized vocabularies. Doing the hands on activities attendees gain insight into how a subject area can be viewed, described, and structured. This learn-by-doing session provides the basic knowledge you need to create a taxonomy that suits your needs.

Attendee Luncheon
12:00 p.m. - 1:00 p.m.
GOVERNANCE & CHANGE MANAGEMENT
1:00 p.m. - 2:00 p.m.
John Matthew Upton, Principal Consultant, ByteManagers
The resemblance between a taxonomy and a living tree is more than superficial. Much like a maple or oak must receive nutrients from the earth, a taxonomy is a living and breathing system that must be actively managed or it will wither. Learn how to provide proper care and maintenance of your taxonomy during all stages of growth—from learning how to till the soil (explaining taxonomy to lay audiences) to germination (how to create meaningful facets and structures) to succession planting (taxonomy's role in the broader information ecosystem) to developing a grower's guide (how to diagnose and remediate issues) to the final stage of bearing fruit (metrics to explain the impact of taxonomy). Each of these phases is illustrated through brief case studies and industry best practices.

Guiding Others Through the Maze: Working With Stakeholders to Build a Taxonomy
Theresa Putkey, Information Architect & Taxonomist, Key Pointe Usability Consulting, Inc.
Whether you're a full-time employee or a consultant, creating a taxonomy is a collaborative effort that involves people who don't know anything about taxonomies. Reviews and feedback can be constructive and useful if we help others learn what they need to know to collaborate on taxonomies. As the resident expert, you can build the initial taxonomy, but you need to guide others through the review process as well as through understanding how a taxonomy will look and how it should work. Theresa Putkey discusses collaboratively building taxonomies and teaching others enough taxonomy basics to be effective reviewers and users, and shares some challenges and ways to overcome them.

Taxonomy in Practice: Navigating Content, EA, SharePoint, and Politics
Claude Baudoin, Founder and Principal, cébé IT & Knowledge Managemen Cutter Consortium, ACM
In theory, creating an enterprise taxonomy is a clear undertaking with good justifications. There are known techniques to extract the information, ANSI guidelines, and commercial tools. And since companies rarely have taxonomists on board, it's a dream for consultants. In practice, a lot of things can go bump in the dark, and this talk exposes some of these challenges and recommends some approaches: Content is everywhere and is inconsistent—it may be hard to surface at first, but then it doesn't stop coming out of the woodwork; subject matter experts are sometimes reluctant to contribute, since it doesn't make them money immediately and it adds to their workload; you're stepping over a lot of toes with IT, business system owners, and enterprise architects; and you have to deal with various arcane systems, as well as with the panacea of the decade, SharePoint. Get some clear, experience-based recommendations on how to handle these challenges and make a positive impact through taxonomy work.

Discussion, Questions & Answers
Chaos-Control: Enterprise Management of Federated Taxonomies
2:00 p.m. - 2:15 p.m.
Jim Sweeney, Senior Product Manager, Taxonomy & Ontology Solutions, Synaptica LLC
Enterprise taxonomy is generally synonymous with centralized taxonomy just as federated taxonomy is generally synonymous with decentralized taxonomy. Each model has its pros and cons. What happens when an organization needs both the efficiency and cross-searchability associated with centralized taxonomy management and the autonomy and heterogeneity associated with decentralized taxonomy management? Drawing upon real-life examples this presentation compares and contrasts the two models and then explores various hybrid solutions, which bridge the divide to combine and deliver advantages from the alternative approaches.

The Curious Lives of Full-Time Taxonomists
2:15 p.m. - 3:00 p.m.
Moderator: Zachary R Wahl, President, Enterprise Knowledge
Jessica Peterson, Knowledge Representation Specialist, Smart Content, Elsevier
Angela Howze Pitts, Taxonomy Analyst, Enterprise Knowledge
Robert G. Harp, Trans-Management Systems Corp
This popular session facilitates a conversation with a panel of full-time taxonomists from the public and private sectors and consulting world. The taxonomists discuss their career paths, daily activities, and noted trends in the industry. The audience has the opportunity to ask questions, with answers and different perspectives provided by each panelist.

Coffee Break
3:00 p.m. - 3:15 p.m.
Metadata Interoperability & Findability Workshop
3:15 p.m. - 5:00 p.m.
Joseph A. Busch, Founder and Principal, Taxonomy Strategies
Vivian Bliss, Independent Consultant, USA
Metadata contains critical information about knowledge assets—the who, what, when, where and why for each item. This information is provided to meet certain needs. In general these needs boil down to findability—“better search” for discovering existing knowledge and “better processes” for creating new knowledge. Dublin Core is the nickname for ISO standard 15836 that specifies a small set of 15 resource descriptors that almost anyone can understand. It has become the de-facto standard for descriptive metadata to identify assets on the web. This workshop focuses on a few metadata fields that are key for interoperability—various types of Dates, Roles and Topics—and the relationships between them. It discusses how to model Dublin Core and other relationships using RDF triples. It describes how to implement metadata methods for tagging knowledge assets with metadata in KM systems such as SharePoint and how to automate tag management using workflow and categorization tools.

Welcome Reception
6:00 p.m. - 7:00 p.m.
Join us for drinks and hors d’oeuvres in a relaxed atmosphere. Continue the day’s discussions with new colleagues, meet and talk with conference speakers and sponsors, or unwind with old friends after an insightful day of sessions.

Track 2
Text Analytics Workshop
10:15 a.m. - 12:00 p.m.
Tom Reamy, Chief Knowledge Architect, KAPS Group, USA
Fabrice Dennieau, Sales Director, arisem
A workshop on text analytics development that covers how to develop advanced categorization capabilities, how to add a level of sophistication to extraction of entities from unstructured text, and how to develop the right kind of taxonomy for a text analytics project. Text analytics combined with taxonomies has a lot to offer to enhance semantic applications ranging from enterprise search to social media applications. However, combining taxonomies and text analytics has implications for the design and development of both elements, from favoring smaller, more modular taxonomies to fulfilling the promise of taxonomies by automating the application of taxonomies to documents. This workshop covers all you need to know to add text analytics to semantic applications. It covers the basic analytic techniques from machine learning to sophisticated rule building, surveys the vendor space of text analytics, offers an evaluation process of the right text analytics software for your organization, discusses the role of taxonomies in text analytics development and the implications for the structure of taxonomies, offers an iterative development process, and identifies issues and how to overcome them.

Attendee Luncheon
12:00 p.m. - 1:00 p.m.
ENTERPRISE TAXONOMIES IN ACTION
1:00 p.m. - 2:15 p.m.
Social Semantic Web for the Enterprise
Sarah Ann Berndt, Search & Taxonomy Analyst, Center for Innovation, Collaboration & Knowledge Management, TechnipFMC
The importance and nuances of human interaction are often de-emphasized when focusing on automatic generation of semantic markup, which results in dissatisfied users and unrealized return on investment. The Social Semantic Web (s2w) reaches beyond the search box to transport us from a collection of hyperlinks to meaningful, real-time knowledge sharing. It facilitates the fluid transition of meaningful information from the source to the user. As users consistently qualify the value of information sets through the act of selection, they are the de facto stakeholders of the s2W. Employers are the ultimate beneficiaries with a better-informed, more-decisive workforce, one not achieved with an IT miracle technology, but by improved human-computer interactions. Sarah will discuss the planning, development, and maintenance stages for components of a semantic system while emphasizing the necessity of an s2w for the enterprise. Identification of risks and variables associated with layering the successful implementation of a semantic system are also modeled.

Improving the CPSC’s Enterprise Taxonomy, Collaboration, & Knowledge Flows
Tatiana Baquero-Cakici, Senior KM Consultant, Enterprise Knowledge, LLC
Yanko Ivanov, Senior Knowledge Management Analyst, PPC
Michael Williams, Program Manager, InfoReliance
Ming Zhu, Director, Division of Solutions Development, CPSC
In 2011, the U.S. Consumer Product Safety Commission (CPSC) launched a public online database enabling Americans to search and report against the safety of consumer products. The launch of this database required coordination and modernization of CPSC's IT framework. A large component of this modernization related to centralizing multiple silo systems, the development of an enterprise taxonomy, improving knowledge flows throughout the Commission, and the shift in collaboration between inter-Commission departments, presenting a challenge in organizational culture and change management. Learn how the CPSC improved its enterprise taxonomy, collaboration, and knowledge flows; how the public database system has become a critical part of staff operations and enables CPSC to gather more and better data from the beginning; how it processes and interprets that data more quickly and makes pertinent information available to the public more rapidly than ever before.

Using Taxonomy to Build a Better Knowledge Tool
Helen Clegg, Knowledge Director, Procurement & Analytic Solutions, A.T. Kearney
What happens if you implement SharePoint, Web 2.0 tools, and enterprise search and people still can't find what they're looking for? This is exactly the situation encountered within the Procurement & Analytic Solutions unit of A.T. Kearney. Deployment of these tools went smoothly, functioning as expected for the most part. Yet confusion remained high and usage low. To address these issues, all knowledge-sharing tools were streamlined into a single system. The Single Place of Knowledge (SPOK) unifies all A.T. Kearney knowledge tools and different types of content—wiki pages, podcasts, case studies, templates and documents—into one entity. The SPOK isn't just about the technical integration of knowledge tools—it is about using a comprehensive taxonomy as the architectural driver. A.T. Kearney presenters outline how SPOK was architected, a taxonomy developed, as well as how change management helped to drive adoption of the tool and the lessons learned along the way.

Knowledge Sharing & Collaboration in the U.S. Army Medical Command
This session explores how the Enterprise Collaboration Initiative devised a program to improve search transparency, secure privacy information, manage records in line with federal guidelines, and classify content to achieve more effective management of all unstructured knowledge assets across the enterprise. Learn how the right technology allows the U.S. Army Medical Command to create, test, deploy, and maintain enterprise taxonomies, vocabularies, and SharePoint Term Sets of Military Health Metadata to standardize the classification of documents and policy application on an enterprise-wide level while making information retrieval more accurate, more global, and more relevant.

Discussion, Questions & Answers
SharePoint Tips & Tricks
2:15 p.m. - 3:00 p.m.
Moderator: Robert E Dornbush, Sr. Information Architect & UX Design, Solutions Delivery, Earley & Associates Designed4use, Inc.
Mary Parmelee, Lead Information Systems Engineer, The MITRE Corporation
Christopher Wallstrom, Information Manager, Findwise AB
Juan Celaya, Owner, President and CEO, COMPU-DATA International, LLC
Panelists explore the ins and outs of using SharePoint to manage a taxonomy for enterprise applications. While Sharepoint 2010 provides a much richer set of tools for managing enterprise taxonomies, there are still many issues to be addressed. Through an examination of case studies, practical experiences, and integration with third party tools that provide missing functionality, this session dives into the practical issues surrounding the use of SharePoint for large-scale, distributed management of enterprise taxonomies. Learn how to manage, implement, use, and get the maximum value out of SharePoint in your organization.

Coffee Break
3:00 p.m. - 3:15 p.m.
SharePoint Taxonomy Workshop
3:15 p.m. - 5:00 p.m.
Robert E Dornbush, Sr. Information Architect & UX Design, Solutions Delivery, Earley & Associates Designed4use, Inc.
Find out how to translate a taxonomy into site collections, sites, lists, libraries, search, and metadata columns. Based on iWorkplace, the information architecture methodology used in more than 40 organizations, this session covers what to base sites and libraries on; how to lower the user burden of metadata entry tactics to cater to a wide range of audiences who need to access the same content in different ways; when and when not to use the term store and keywords; how to get the best range of findability from your taxonomy common design patterns; and more.

Welcome Reception
6:00 p.m. - 7:00 p.m.
Join us for drinks and hors d’oeuvres in a relaxed atmosphere. Continue the day’s discussions with new colleagues, meet and talk with conference speakers and sponsors, or unwind with old friends after an insightful day of sessions.

Wednesday, October 17, 2012

Continental Breakfast
8:00 a.m. - 8:45 a.m.
Welcome and Keynote
Learning & Knowledge Sharing
8:45 a.m. - 9:45 a.m.
John Seely Brown, Director, Palo Alto Research Center Independent Co-Chairman, Deloitte Center for the Edge; Visiting Scholar & Advisor to the Provost at University of Southern California; former Chief Scientist, Xerox Corp.
By exploring play, innovation, and the cultivation of the imagination as cornerstones of learning, Brown creates a vision of learning for the future that is achievable, scalable and one that grows along with the technology that fosters it and the people who engage with it. The result is a new form of culture in which knowledge is seen as fluid and evolving, the personal is both enhanced and refined in relation to the collective, and the ability to manage, negotiate and participate in the world is governed by the play of the imagination. Gain insights from our experienced speaker to apply in your organization for better communication, collaboration, innovation and knowledge-sharing.

Keynote
Aligning Corporate Information Governance & Content
9:45 a.m. - 10:00 a.m.
David Sanchez, Deputy Program Manager, USAF Pilot Physician Program, Air Force Medical Service
Our speaker explores aligning governance goals with content types and the enterprise managed metadata service. The enterprise IT challenge is to continue to provide business benefits to end users while maintaining a level of consistency and control. A governance plan is necessary for delivering relevant content to users in an effective way, while protecting the enterprise from legal, regulatory, and noncompliance issues. Sanchez illustrates how the challenges of information governance as the USAF begins the process of migrating from multiple knowledge and information managment systems to a single Knowledge Management platform with over 72,000 site collections.

KEEPING TRACK OF YOUR TERMS
10:15 a.m. - 11:00 a.m.
Using Taxonomy Management Software to Analyze & Manage Multiple Vocabularies
Paula R McCoy, Managing Editor, Science & Taxonomy, ProQuest
Managing controlled vocabularies and authority files is a day-to-day task at ProQuest's editorial office, which indexes hundreds of thousands of articles each year for online databases covering multiple disciplines. In 2010–11, the Taxonomy department took on management of nearly 50 new natural science, technology, and social science databases—produced using a different editorial system, different vocabularies, and different automated indexing methods. The challenge: to integrate these vocabularies into ProQuest's master taxonomy management software, and, for the social science vocabularies in par- ticular, to determine a go-forward strategy for managing and possibly merging some of the vocabularies. ProQuest's taxonomy manager describes how her team used a range of features within her taxonomy management software to import, analyze, and update the vocabularies, resulting in more precise indexing and a strategy for ongoing thesaurus management where previously there had been none.

Managing Taxonomies within Web Content Management Systems
Ben Licciardi, Manager, PwC

Many content management systems come with out-of-the-box tagging and taxonomy management capabilities. But are those built-in tools adequate for using and maintaining the multi-faceted vocabularies required to successfully manage content within a WCM, and how do they stack up against dedicated taxonomy management tools? In this presentation, we will explore the vocabulary management capabilities of the web content management system CQ5 and compare it with more established taxonomy management tools like MultiTes and DataHarmony’s Thesaurus Master. We will use this particular comparison to outline some general considerations to keep in mind as you are evaluating where and how to manage a taxonomy. In the course of this presentation, we will also touch on how documentation, workflows, and governance play a critical role in managing taxonomies within this context.



Discussion, Questions, & Answers
Leveraging Taxonomies to Create Descriptions of People & Expertise
11:15 a.m. - 11:45 a.m.
Moderator: Denise A.D. Bedford, Faculty, Communication Culture and Technology, Georgetown University York University, Coventry University
Jean Pagani, Chief Knowledge Officer, The Monitor Group
Jessica C. Gardner, Graduate Student, Information Architecture & Knowledge Management, Kent State University - Knowledge Management
Sara Feldman, KM Master's Student, Kent State University
Margo Thomas, Lead Operations Officer, Finance and Private Sector Development, International Finance Corporation
In the 21st century, KM is all about people. Our focus is shifting from documents—which may be a snapshot of what someone knows or says at a particular point in time—to the larger repository that is represented in an individual’s experience, knowledge, behavior and communications. Just as we used multifaceted profiles and information management systems to manage documents and content in the industrial economy, so we must have deep, representative and multifaceted profiles to represent people in the knowledge economy—profiles that describe their social intelligence, narrative intelligence, emotional intelligence, knowledge quotient, and areas of expertise. Panelists discuss two case studies in which taxonomies and semantic technologies were used to generate deep profiles of individuals: a Performance Appraisal Feedback exercise at the World Bank and a collaborative research project between Kent State University and the Monitor Group LLP.

Taxonomy, Mythbuster's Edition
11:45 a.m. - 12:00 p.m.
Aamir Burki, Solutions Architect, ByteManagers, Inc. (BMI)
If you've ever seen the TV show Mythbuster’s, you know that in their search for the great truths of life—whether mixing Pop Rocks and soda will explode your stomach or whether a cellphone really can cause a plane to crash—they like to blow up stuff. Today, Burki blows up the common myths about taxonomy that are holding many businesses back from having truly great product and information organization. If businesses take some of these new truths to heart, they might just grow their business beyond their wildest expectations.

Attendee Luncheon
12:00 p.m. - 1:15 p.m.
Taxonomy & Information Architecture
1:15 p.m. - 2:00 p.m.
Moderator: Seth Earley, CEO, Earley Information Science & Editor, Data Analytics, IT Professional Magazine
Seth Maislin, Principal Consultant, Digital Transformation, Earley Information Science
Gary Carlson, Principal Taxonomist, Factor
Anthony Rhem, CEO/Chief Scientist, Tacit Ware, Inc. Knowledge Systems Institute
Panelists bring their experience with multiple projects and platforms to the table for an in-depth discussion of how taxonomies can be leveraged in information architecture. Taxonomies play an important role in enterprise information sites, through integration into navigation structures, search, and design patterns, as well as reflecting the overall purpose of the information architecture of a system. Presenters explore the technical aspects of exploiting Sharepoint term stores, using IA tools and techniques to design effective taxonomies for navigation, developing taxonomy design patterns to facilitate multi-channel content delivery, and aligning information architecture and taxonomy design for maximum effectiveness.

Representing Internal & External Taxonomy Requirements in a Taxonomy Model
2:15 p.m. - 3:00 p.m.
Moderator: Gary Carlson, Principal Taxonomist, Factor
Jenny Benevento, Freelance Taxonomist
Sarah Ann Berndt, Search & Taxonomy Analyst, Center for Innovation, Collaboration & Knowledge Management, TechnipFMC
Joel Summerlin, Director, Information Standards, Associated Press
Elena Gold, Information Architect, IS, AstraZeneca
A panel discussion focusing on the differences of managing internally- and externally-focused taxonomies. Competing needs and requirements for business processes, as well as customer expectations can create a conundrum for taxonomists trying to meet sets of requirements. In this panel discussion, we will focus on the differences between these types of requirements and some approaches to reconciling them.

Coffee Break
3:00 p.m. - 3:15 p.m.
Pecha Kucha: Taxonomies & Ontologies
3:15 p.m. - 4:00 p.m.
Joseph A. Busch, Founder and Principal, Taxonomy Strategies
Marjorie M.K. Hlava, President & Chairman, Access Innovations, Inc. Data Harmony My blog is TaxoDiary.com
Bob DuCharme, Technical Writer, Commonwealth Computer Research, Inc.
Amanda J Vizedom, Principal Ontologist, Wind River Consulting, LLC Critcollab
Simon Spero, Doctoral Student, School of Information and Library Science, UNC Chapel Hill
Hollie White, Digital Initiatives Librarian, Goodson Law Library, Duke University
Sarah Ann Berndt, Search & Taxonomy Analyst, Center for Innovation, Collaboration & Knowledge Management, TechnipFMC
Heather Hedden, Senior Vocabulary Editor, Gale/Cengage Learning
The rapid growth in the use of semantic technologies is raising interesting issues for those who have been in the trenches building traditional taxonomies to support large scale information systems. How does the growing presence of the semantic web, ontologies, and linked data affect existing enterprise taxonomies? Where are the sweet spots that allow integration of these different approaches to organizing information? How do you move from one method to another without wasting the effort you’ve put into building up your existing system? This session explores these questions and more through rapid fire presentations of real-life examples where ontologies/ linked data/semantic applications have been applied in settings ranging from health care to government, and provide insights and example from experts who have worked with these traditional and new approaches on what works and doesn’t work. Each presenter provides a quick summary of their work in a 5 minute presentation, followed by a 10 minute free for all discussion. Drink some coffee before you come so you can keep up with the ideas!!

Closing Keynote
Taxonomy Beyond the Enterprise: Knowledge Organization Systems, Semantic Web, Big Data & Next Gen Search
4:15 p.m. - 5:00 p.m.
Patrick Lambe, Principal Consultant, Straits Knowledge, Singapore
Most taxonomy professionals work in comparatively well-bounded information spaces working within enterprises, and focusing on making information content accessible to reasonably well-defined communities of users. As the ambitions and the underpinning technologies of the semantic web mature, there are increasing opportunities for taxonomy skills in larger-scale, much less well bounded information spaces, society- and internet-wide. Lambe uses the National Science Foundation/ National Institutes of Health STAR METRICS case study to explore how important taxonomy skills are going to be for extracting meaning and insight from an increasingly rich, connected information landscape.

Grand Opening Reception
5:00 p.m. - 7:00 p.m.
The Enterprise Solutions Showcase will feature the top companies in the KM, CM, search, taxonomy, and intranets marketplace, offering attendees an opportunity to explore the latest product and service solutions. If you are looking for a particular product, evaluating competing systems, or keeping up with the latest developments, be sure to visit the Enterprise Solutions Showcase. Open to all conference attendees, speakers, and sponsors.