Tuesday, November 5, 2013

Continental Breakfast
8:00 a.m. - 9:00 a.m.
Welcome and Keynote: Taxonomy Is Power: Bringing It All Together
9:00 a.m. - 10:00 a.m.
Bob Boiko, Founder & CEO, Metatorial Services, Inc. Senior Lecturer, University of Washington Information School, & Author, The Content Management Bible, Laughing at the CIO, & the upcoming The Structure of Information
Taxonomy is controlling information by naming and organizing it. Boiko dives into the depths of taxonomy to talk about what, at its essence, it is and does. He describes the usual and potential position of the taxonomist in projects and how the skills and methods of the taxonomist can be one of leadership in the teams, departments, and organizations you live in. Hear how taxonomy fits into the structure of information and the crucial role it plays in bringing people, information, and technology together.

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
This interactive session starts by building a solid conceptual foundation for taxonomy creation and reinforces those concepts through audience participation. Starting with the basics, Hlava quickly advances 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. Leveraging the taxonomy standards for the key components of a thesaurus, Hlava explores how those elements support the information needs of users from multiple perspectives and examines illustrative sites and behind-the-scenes solutions to see how a well-constructed taxonomy with a rich interplay of terms and synonyms leads to better information access. The workshop discusses developing a taxonomy that serves users, respecting their needs for specialized vocabularies. With hands-on activities, attendees gain insight into how a subject area can be viewed, described, and structured.This learn-by-doing session provides basic knowledge to create a taxonomy that suits your needs.

Attendee Lunch
12:00 p.m. - 1:00 p.m.
Taxonomies: From Idea to Reality
1:00 p.m. - 2:00 p.m.
Gary Carlson, Principal Taxonomist, Factor
Seth Maislin, Principal Consultant, Digital Transformation, Earley Information Science
Ralph Tamlyn, Principal, Taxonomy and Classification Metadata Consulting IEEE, SLA, (ACBL as a hobby)
Carol Hert, Senior Consultant, Factor
There are many challenges in managing different types of taxonomies.Taxonomies can range in size from less than 10 terms to more than a million, be in one language or 20, and have a simple hierarchy or complex ontological structure. It’s also important to remember that taxonomy is not a panacea to solve content management issues. It’s a critical step, but successful solutions go far beyond just taxonomy; if you’re not planning for LAT (“life after taxonomy”), then you might find that you’ve invested a great deal of time and money for a system that’s not ready to perform. This panel brings together experts who have tackled different taxonomies from a range of organizations. They discuss the unique challenges, different approaches, and expectations that can be helpful when working on different taxonomies, including how to transform your taxonomy from an academic exercise to a full-fledged vehicle for content management; how to design a taxonomy that meets real user needs; the relationship of taxonomy and metadata; the rigors of taxonomy governance; editorial guidelines and tagging strategy; and post-implementation tasks, analysis, and adjustments. Creating your taxonomy is merely the beginning; by the end of this session, you will have learned what it takes to cross the finish line.

2:15 p.m. - 3:00 p.m.
How Evolving SharePoint Functionality Requires an Enterprise View of Taxonomy
Seth Earley, CEO, Earley Information Science & Editor, Data Analytics, IT Professional Magazine
SharePoint has evolved through the years in the level of sophistication around functionality driven by metadata and taxonomies. Metadata has always been important, but the product has evolved in very significant ways. The implication: Taxonomy derivation and thoughtful application are no longer nice to have but are now critical to the effective use of the platform. Earley reviews recent advances as well as outlines all the ways that taxonomy is leveraged in foundational reference architectures. He provides a clear set of use cases and business justification for taxonomy development programs.

Double Tag! Managed Metadata & Taxonomies in SharePoint
Chris McNulty, CTO, Dell
Information architecture finally gets a helping hand with the second edition of Managed Metadata Service in SharePoint 2013. Our expert reviews all the traditional uses for the term store and social tags. He begins with a hands-on review of SharePoint 2013’s managed metadata services for taxonomies, folksonomies, hashtags, site policies, and content types. He concludes by looking at how metadata navigation comes together to create a dynamic information catalog to collect far-flung content united only by common metadata tags.

Coffee Break
3:00 p.m. - 3:15 p.m.
3:15 p.m. - 4:00 p.m.
Explaining Metadata: Tools You Can Use
Ruven Gotz, Director, Collaboration, Avanade Microsoft SharePoint MVP
This meta-presentation improves your understanding of metadata, but more importantly, it gives you the tools and techniques to help you explain metadata and taxonomy to your stakeholders in terms they can understand.Through the use of metaphors and interactive tools (that are provided), you will be able to excite your stakeholders and get them engaged in the process of defining metadata for their business area.

Mchines vs Humans: Selling both!
Daniel Mayer, CEO, Expert System Enterprise
Both in taxonomy development and in content tagging, there is a long-standing information management debate between the human element of quality and the automation-driven efficiency. A well-built thesaurus supports automated content annotation, while effective semantic enrichment supports taxonomy maintenance, successfully leveraging human input. This session showcases the benefits of a connected architecture where taxonomy (or ontology) management and semantic enrichment - along with human operators - work as a team to support a cohesive information lifecycle.

Taxonomy: Science or Whimsy?
John Matthew Upton, Principal Consultant, ByteManagers
Categorization is an intensely personal exercise: each group of objects - whether physical or digital - can be grouped according to myriad organizational methods. When justification for wholesale change to taxonomy structures is based on personal opinion instead of data, the categorization scheme breaks down and taxonomy becomes ineffective. This session takes taxonomy out of the academic vacuum: using “jars of whimsy” – a small mason jar filled with seemingly random odds and ends – and shares a brief sorting exercise that illustrates the type of categorization analysis that must be performed on a regular basis in order to maintain a high-functioning taxonomy.

PANEL: The Curious Lives of Full-Time Taxonomists
4:15 p.m. - 5:00 p.m.
Zachary R Wahl, President, Enterprise Knowledge
Ahren E Lehnert, Manager, Data Taxonomy & Governance, Clorox
Jenny Benevento, Freelance Taxonomist
Dan Segal, Senior Taxonomist, MEI
This popular session facilitates a conversation with a panel of full-time taxonomists from the public and private sectors and the consulting world. The taxonomists discuss their career path, daily activities, and noted trends in the industry.The audience has the opportunity to ask questions, with answers and different perspectives provided from each panelist.

Welcome Reception
6:00 p.m. - 7:00 p.m.
Track 2
Moderated by:
Michael Crandall, Senior Lecturer and Director, iAffiliates Program, The Information School, University of Washington
10:15 a.m. - 11:00 a.m.
Taxonomy Development
Ahren E Lehnert, Manager, Data Taxonomy & Governance, Clorox
Kim Glover, Global Manager of Knowledge Management, Global, FMC Technologies
Developing a taxonomy from existing sources of information is a good way to ensure your vocabulary is accurately reflecting the content you are classifying. Additional sources of content, however, can change the scope of the vocabulary and potentially create conflicts with the existing structure. How do you plan for what you don’t know? Are there tactics for developing a taxonomy that can grow and adapt to new information without causing a partial or complete overhaul of what you have already built? This session includes a real-world taxonomy development case study as well as helpful suggestions and best practices for designing a taxonomy able to adapt to new information sources.

Building a Multidisciplinary Thesaurus
Nancy Murray, Associate Director of Metadata, Content Management, ITHAKA/JSTOR American Society for Indexing
JSTOR is a digital library of more than 1,500 academic journals, books, and primary sources. These holdings comprise a wide range of topics from the humanities to the sciences. Today, no one single thesaurus holds the terms to cover all these subjects. Known for quality metadata and quality images, JSTOR’s goal is to have a thesaurus provide for high-quality enhancement of its content. Hear about the steps and the issues involved in creating this thesaurus.

Tilling the Fields: Growing Old Taxonomies to Fit New Content
John Magee, Director, Indexing & Vocabulary Services, Cengage Learning
Maureen McClarnon, Metadata Architect, Cengage Learning
What does one do when one has 100-plus decade-old taxonomies that need to be repurposed? What if the taxonomies in question are highly idiosyncratic in both content and organization, but now need to play nicely in a wider, standards-driven environment? Education and reference publisher Cengage Learning confronted this issue in 2011, when the metadata team needed to harvest previously untended fields of course- syllabus-based taxonomies to feed new content and products. The crop yield from the legacy taxonomies wasn’t enough to implement this new indexing workflow in production systems and products. Would Cengage Learning practice slash-and- burn agriculture, or could it use the seeds of previous efforts to cultivate bountiful new fields? Members of Cengage Learning’s Metadata Standards and Services team take you through how they identified problems with their existing taxonomies, analyzed the problems and opportunities, and ultimately merged the old taxonomies into improved, discipline-based taxonomies.They share tips on taxonomy cultivation, and keep you from buying the farm.

11:15 a.m. - 12:00 p.m.
Taxonomy & Classification Metadata Management: Best Practices
Ralph Tamlyn, Principal, Taxonomy and Classification Metadata Consulting IEEE, SLA, (ACBL as a hobby)
Organizing and delivering relevant information to people inside and outside organizations is an evermore complex challenge as the volume of information grows. Among the critical com- ponents underlying the solution is the classification of information through high-quality metadata. The metadata in turn depends on high-quality taxonomies and ontologies.The metadata is used to classify, manage, organize, and integrate information, including web content. IBM has undertaken a multi- year effort to improve the integration and delivery of information and web content by improving the management of classification metadata and taxonomies. This effort is building on best practices for managing classification metadata and managing taxonomies and the processes implementing these practices through enterprise tools and enhancements to the myriad systems managing information and content.Tamlyn led the development of those best practices and the design of those tools, using metrics and governance to complete the solution. In this session, he focuses on the graceful evolution of existing systems to implement such practices. He discusses user-facing taxonomies vis-à-vis normalized classification taxonomies and ontologies, as well as evolutionary steps in systems to improve taxonomies and classification metadata without interrupting the operation of those systems.

Successfully Managing Multilingual Taxonomies: 3 Approaches
Jim Sweeney, Product Manager, Synaptica, LLC
This talk covers three different approaches to managing multilingual taxonomies, their terms, and translations. All three methods are discussed in detail as well as the pros and cons of each strategy.

Assessing Management Needs: Using a Vocabulary Governance Maturity Mode
Richard Iams, Information Architect, The Eliassen Group
Information exchange, between systems and users, is vital in today’s knowledge-based business environment. Effective governance across information systems, taxonomies, and data yields stable and predictable results as changes are applied in response to business needs. However, the gold-standard plan may not always be achievable on tight budgets. Iams discusses a vocabulary governance maturity model. The model provides a framework for comparing current vocabulary governance to best practices. It defines specific success measurements that can be used to prioritize vocabulary management activities which are likely to provide the most value when implemented. An example scorecard for a vocabulary management application is shared.

Attendee Lunch
12:00 p.m. - 1:00 p.m.
1:00 p.m. - 2:00 p.m.
Evaluating Taxonomies
Joseph A. Busch, Founder and Principal, Taxonomy Strategies
Vivian Bliss, Associate, Taxonomy Strategies
Taxonomies are developed in communities and evolve across time. From the outset, there is a need to evaluate existing schemes for organizing content and questions about whether to build or buy them. Once built out and implemented, taxonomies require ongoing revisions and periodic evaluation to keep them current and structurally consistent.Taxonomy evaluation includes the following dimensions that are discussed: 1) editorial evaluation, including depth and breadth, comprehensiveness, currency, relationships, polyhierarchy (is it applied appropriately?), and naming conventions; 2) collection analysis, including category usage analytics (is distribution of categories appropriate?), completeness and consistency, and query log/content usage analysis; 3) market analysis, including industry standards/leaders, user surveys, card sorting, and taskbased usability. Examples are provided from clients in B2B and B2C ecommerce, intranets, and public websites in the public, nonprofit, and commercial sectors.

Testing Taxonomies
Heather Hedden, Senior Vocabulary Editor, Cengage Learning
Just because you have a taxonomy, it’s not safe to assume that it will function as well as it could. An important part of any taxonomy development or redesign project is testing the taxonomy. The session includes an overview and examples of different types of tests that can be used on taxonomies, including card sorting, user/use case testing, and A/B testing, tells what tools or methods can be used, and explains when each is most appropriate. This presentation also discusses the difference between testing and evaluating a taxonomy and when each should be done. Finally, taxonomy testing and evaluation are compared with general website design testing and evaluation.

Discussion, Questions, & Answers
2:15 p.m. - 3:00 p.m.
Taxonomy Interoperability Standard
Marjorie M.K. Hlava, President & Chairman, Access Innovations, Inc. Data Harmony My blog is TaxoDiary.com
Taxonomies at last have a standard to support interoperability between taxonomies and other controlled vocabularies. The linking, multilingual, or interoperability of standards has been a holy grail for many years.With the passage of the ISO 25964 Part Two in 2013, the groundwork has been laid for further development in these areas. A brief overview of the standard and its relation to other current standards such as ISO 25964 Part One, revisions to Z39.19 and the updated British standard BS 8723 Parts 1–5 is provided. In addition, the ISO terminology standards used by the computer science community are discussed.

Taxonomy Modeling’s New Guard— SKOS-XL Concepts
Jim Sweeney, Product Manager, Synaptica, LLC
This talk examines concept/label taxonomy design as represented by SKOS-XL (Extended Language) modeling, compared to traditional taxonomy design. It explores the differences between the two models and how each is able to handle specific design requirements, such as managing multilingual instances, synonymy, and distinct attributes. Relation to OWL and its variations and the use of “term ID” and its pros and cons within these standards are also discussed.

Discussion, Questions, & Answers
Coffee Break
3:00 p.m. - 3:15 p.m.
3:15 p.m. - 5:00 p.m.
Building Enterprise Taxonomies: Lessons Learned
Seth Earley, CEO, Earley Information Science & Editor, Data Analytics, IT Professional Magazine
After almost 2 decades of building taxonomies for a variety of industries, applications, tools and organizations, there are many lessons to be learned and applied to today’s highly distributed and loosely connected information environments. Internal versus external applications, departmental versus business unit versus enterprise, application to structured versus unstructured, text versus rich media, back end versus front end, machine-applied versus human indexing, and a range of other variables for the derivation, application, and maintenance of taxonomies provide a rich backdrop for lessons learned.

7 Steps to EIM Taxonomy Success
Myles Miller, CEO & Founder, SuccessHQ
The need to classify and categorize corporate information has never been greater. The proliferation of information channels, sources, and delivery platforms makes managing information a complex business challenge. Compounding this issue is the fact that, due to the increasing speed of business, information is growing at a rate that far surpasses standard institutional frameworks and controls. Information continues to be recognized as a key source of competitive advantage, and there is an increasing need for the business worker to access relevant information in a timely manner. Information by its very nature is dynamic, so attempting to set boundaries results in a cumbersome way to control the flow of information. The key to managing this information is to develop a way to identify, classify, and categorize enterprise information.This categorization allows for effective management of content throughout the information life cycle: capture, storage, retrieval, archival, and disposal. A systematic approach to taxonomy development goes a long way to ensure that the finished product, the corporate taxonomy, is relevant, usable, and provides value to the business. Hear the steps to develop your enterprise information management (EIM) taxonomy and the best practices to create the growth and outcomes for an ongoing taxonomy in the future.

Taxonomies for Program Management
Joseph A. Busch, Founder and Principal, Taxonomy Strategies
Vivian Bliss, Associate, Taxonomy Strategies
Today’s organizational landscape, characterized by virtual offices, shorter tenure, global markets, and rapidly changing technology, makes effective information management a key performance objective. Common information management practices are needed for creating and storing resources so the information can be easily found and shared later. These practices range from simple file and folder naming conventions to more robust metadata schemas and tagging vocabularies. These taxonomies need to be readily understandable to employees without much, if any, training; they must be “natural” and “universal.” Some organizations are framing their information management practices as an integral part of over- all goals and objectives planning. In these organizations, taxonomies reflect the overall program goals of the organization. For example, every resource is related to one or more key business activities or tasks; and key differentiators, such as methodologies, are identified. In some organizations, creating, tagging, finding, and presenting information assets is a natural part of everyone’s daily routine, as natural as searching for a website or shopping for products in an online store. Finally, a taxonomy-based information ecosystem provides common and easy ways to measure and report on organizational performance as analytics and visualizations.While taxonomies are typically built to solve an information management problem such as browsing for content on a website, this presentation discusses how taxonomies are being used to 1) reflect the overall program goals of an organization; 2) be the framework for organizing, finding, and presenting assets from disparate systems; and 3) provide a common way to measure and report on organizational performance. Examples are provided from organizations that are using taxonomies to meet today’s program management challenges.

Enhancing Information Infrastructure Enterprise Taxonomy
Chrystie Stachura, Product Specialist, Deloitte Touche Tohmatsu Limited
Ann Jacklin, Sr. Product Analyst, Deloitte Touche Tohmatsu Limited
Speakers walk through five aspects of developing complex enterprise taxonomies. 1) Scalability—a successful taxonomy is recognized for its dynamic nature and is integrated into a standard business workflow that accommodates business organizations, both internal and external areas of focus, geographies—regional and global differences, cultures—philosophical as well as geo-political differences among business organizational areas, and IT systems—providing integration points that are broadly consumable. 2) Inputs—use cases (requirements), lessons learned, and best practices. 3) Critical risks and success factors. 4) Data and information architecture—designing front-end data structure to facilitate downstream consumption with custom connectors, web services, indexing service for web-based tools, and reports with specified criteria. 5) Implement enterprise taxonomy as a management tool—aggregate like terms from diverse groups into consolidated lists that can be leveraged by the majority of consumers; using a confluence of filters and enhanced relationship management, deliver specialized taxonomy views to groups requesting taxonomy integration.

Challenges of Multipurpose Enterprise Taxonomy
Branka Kosovac, Founder and Primary Consultant, dotWit Consulting
An enterprise taxonomy is intended to be used by multiple groups within a company and to bring all the benefits and efficiencies associated with standardization across the enterprise. Meeting needs of diverse groups and synchronizing different conceptualizations and terminologies are known and often discussed challenges with a more-or-less established arsenal of solutions. But is there a point at which the essential purposes of taxonomies used by different groups are so different that challenges of synchronization and reuse acquire completely new dimensions? This talk presents challenges faced by a large company with huge amounts of information and generally decentralized information management that has seen work on shared vocabularies in different organizational units since the late ’90s. Three major efforts which have survived through 15 or so years of coping with organizational restructuring, staff fluctuation, changing strategies, technologies, and budget priorities have recently converged, and options for integration are currently being explored. These three sets of controlled vocabularies have substantial overlaps and an increasing number of shared stakeholders, but they have been developed for essentially different purposes, come from different communities, and follow different global standards and governance approaches, in addition to all being shaped to some extent by their long and winding histories and constraints of specific tools. The session includes analysis of the problem, selected approach for addressing it, and lessons learned that can be translated into best practices to be followed when developing enterprise taxonomies.

Integrating Enterprise Taxonomies With Local Variations
Tom Reamy, Chief Knowledge Architect, KAPS Group
Balancing the need for a standard taxonomy for the entire enterprise and the desire to support local variations is one of the basic problems of enterprise taxonomy development. In addition to taxonomy structure issues, there is a large change management component. Trying to impose the same standard vocabulary on every group, while often attractive to enterprise taxonomists, fails to adequately reflect real local needs. This talk is based on a recent project at a large international financial institution which dealt with a somewhat fragmented environment using an enterprise taxonomy implemented with a text analytics tool, a secondary enterprise structure, a special topic taxonomy, and multiple knowledge management taxonomies managed by several KM networks.

Discussion, Questions, & Answers
Welcome Reception
6:00 p.m. - 7:00 p.m.