Monday, November 2, 2015

Continental Breakfast
8:00 a.m. - 9:00 a.m.
Opening Remarks
9:00 a.m. - 9:10 a.m.
Michael Crandall, Principal Research Scientist, Information School, University of Washington Information School
Stephanie Lemieux, President & Principal Consultant, Dovecot Studio
Opening Keynote: The Architecture of Understanding
9:10 a.m. - 10:00 a.m.
Peter Morville, President, Semantic Studios & Author, Search Patterns, Ambient Findability, Information Architecture, & Intertwingled
We think we're designing software, websites, and experiences. But we're not. We are agents of change. Our systems shape belief and behavior at scale. If we hope to be better, empathy for the user isn't enough. We must also wrangle with culture, governance, methods, metrics, and the false dichotomies of mind-body and plan-build, because the things we make are reflections of how we see and sort ourselves. In this spirited tour of information architecture, organizational strategy, and systems thinking, Peter Morville draws from his new book,Intertwingled,to reveal how everything is connected, from code to culture. It's a trip into the wilderness of cognition and complexity that delivers a simple message: Since categories are the cornerstones of both cognition and culture, taxonomy shapes everything we do.

Coffee Break
10:00 a.m. - 10:15 a.m.
Track 1 - Getting Started
Taxonomy Fundamentals Workshop
10:15 a.m. - 11:45 a.m.
John Horodyski, Partner, Information Management, Optimity Advisors, USA
This tutorial covers the fundamental strategies, standards, and design methodologies for developing taxonomies for your organization's systems, whether content management, digital asset management, metadata management, or search. It is based on best practices for establishing information structure and managing and governing your digital assets. Learn strategies for developing a taxonomy, improving metadata schemas, establishing good governance using taxonomies and metadata, and calculating ROI for particular classes of users, digital assets, and media channels. 

Leveraging Taxonomy in Info-Centric Apps
11:45 a.m. - 12:00 p.m.
Daniel Mayer, CEO, Expert System Enterprise
Taxonomy is a key factor in making search and navigation efficient. But as user expectations shift toward answers and decision-making support, applications need to go beyond terminology to genuinely recognize meaning. The good news is that when taxonomy is integrated with natural language processing into a single, integrated workflow, it can be directly employed in these applications. Based on real-world applications in fields as diverse as publishing, financial services, and healthcare, this session demonstrates how such an integrated workflow successfully extends taxonomy's impact into these more demanding scenarios.

Attendee Luncheon
12:00 p.m. - 1:00 p.m.
Taxonomy Lifehacks
1:00 p.m. - 1:45 p.m.
Lightweight Taxonomy Approaches for Digital Practitioners
Jessica DuVerneay, Information Architect, The Understanding Group
Naomi Oorbeck, Information Architect, The Understanding Group
As digital practitioners, we are often tasked with redesigning navigation or helping users find their content more effectively. Though taxonomy may not always be explicitly scoped as part of web projects, starting with some lightweight taxonomic approaches can be key to a successful design. This talk covers when and how to effectively add "quick and dirty" taxonomy strategy, research, and thinking to your digital projects. Get a framework for including taxonomy work in a tight budget and deadline, and tips on which lightweight methods to use at each phase of the design cycle. 

Building Taxonomies: Lessons Learned
Theresa Putkey, Information Architect & Taxonomist, Key Pointe Usability Consulting, Inc.
It's only after working on numerous projects that taxonomists learn some valuable lessons that were never taught in school. This talk shares three ways to make taxonomy development work more effective: thinking strategically about what the business needs to do before diving into design, working with "what is" not "what will be," and thinking about the next step for the customer or taxonomy. 

Industry Insights
1:45 p.m. - 2:00 p.m.
Anne Lapkin, SVP, Global Strategy, Smartlogic

Information scientists intuitively know that a common, consistent vocabulary is good for business – it provides a rational way for organizing information, which is the lifeblood of an organization. However, they often struggle to translate their intuition into a compelling business case with concrete  benefits that will drive support and sponsorship for their efforts.  Lapkin shares case studies of  organizations that have put their taxonomies and ontologies to work to increase revenue, reduce cost and diminish business risk.

Taxonomy Governance
2:00 p.m. - 3:00 p.m.
Governance in the Enterprise
Gary Carlson, Principal Taxonomist, Factor
Real Governance in Action: Case Studies
Kelley Darling, Senior Taxonomist, Earley Information Science
Enterprise scale taxonomies straddle the business and technology boundaries of most organizations. Drawing on experience working with Microsoft, IBM, REI and many other large to mid-sized organizations, Carlson describes the factors that must be considered when creating a governance plan and provides examples of plans that have worked in different situations. The second session presents what EIS has learned by helping customers initiate governance practices. Darling shares two examples of governance in action, both successful and otherwise, the kinds of detail required by formal governance, and why documenting your best intentions is never enough.

Coffee Break
3:00 p.m. - 3:15 p.m.
Beyond Ease-of-Use: Judging a Taxonomy by Its Outcomes
3:15 p.m. - 3:45 p.m.
Ben Licciardi, Manager, PwC
User testing is a great way to evaluate taxonomies, but it's only half the story. Taxonomies not only need to be easy to use, they also must support strategic objectives and system requirements. This session goes beyond user-focused modes of testing and explores ways to measure controlled vocabularies against program objectives and system outcomes. As we dive into questions such as "Does your product management taxonomy help to associate appropriate metadata to an item?" we consider the how and when to employ different types of evaluative methods and provide examples from the field.

Taxonomy Bridges: Enabling Semantic Integration
3:45 p.m. - 4:15 p.m.
Jayne Dutra, Consultant, Information Management for the Arts California State University, Fullerton
Duane Degler, Principal, Design for Context
Taxonomies should be designed with enough flexibility and transition points to be a bridge to other taxonomies and datasets. Enabling your taxonomy to fit into the larger universe of partner companies, industry standards, federal requirements and complementary term sets gives it a solid foundation for future growth. Term sets like ISO country names, Library of Congress Subject Headings, and DBpedia ensure that the viability of your homegrown taxonomy will survive in the wider ecosystem of digital information. Speakers explore which vocabulary sets are available for reuse by the enterprise information architect and demonstrate how thinking about semantic integration from the beginning of the design process helps build a taxonomy that endures.

Curious Lives of Full-Time Taxonomists
4:15 p.m. - 5:00 p.m.
Zachary R Wahl, President, Enterprise Knowledge
Theresa Putkey, Information Architect & Taxonomist, Key Pointe Usability Consulting, Inc.
Heather Hedden, Senior Vocabulary Editor, Gale/Cengage Learning
Monica Y Fulvio, Director, Taxonomy & Metadata, Digital, National Geographic Partners
This popular session, now in its sixth year, 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.

Enterprise Solutions Showcase Grand Opening Reception
5:00 p.m. - 6:30 p.m.
Join us for drinks and hors d'oeuvres in a relaxed atmosphere as we kick off the start of this year's event. Open to all attendees, speakers, and sponsors.

Track 2 - Taxonomies Crossing Boundaries
Taxonomies Crossing Boundaries
10:15 a.m. - 11:45 a.m.
Taxonomies Turning Unstructured Data Into Actionable Intelligence
Helen Clegg, Knowledge Director, Procurement & Analytic Solutions, A.T. Kearney
From social media posts to websites, news articles, patents and reports, companies are struggling to gain actionable insight from the amount of unstructured data available to them today. This session describes the approach taken by A.T. Kearney's Data Science Team to discover new knowledge from a big dataset. The approach outlines the importance of leveraging the human element while combining it with the efficiency and scale of machines for maximum effect.

Metadata Makeover at Statistics Canada
Jacqueline Luffman, Manager, Dissemination Division, Statistics Canada
This case study looks at Canada's national statistical agency, which is now completing a 3-year makeover of its metadata- based navigation and search. A team of metadata specialists has worked with subject matter experts to improve information scent, tagging, and governance to provide easy access to about 6 million website pages. As the Government of Canada's largest publisher, this project manually reviewed and added metadata such as titles, descriptions, subjects and geodescriptors to over 50,000 tables, articles and reference material-available in both English and French. In addition, a thorough review of their subject taxonomy was undertaken to provide more precision at second and third levels. 

IP Life Sciences Taxonomy Software Solutions
Elizabeth Sweeney, Sales & Product Manager, Thomson Reuters
Jim Sweeney, Senior Product Manager, Taxonomy & Ontology Solutions, Synaptica LLC
IP & Life Sciences Division of Thomson Reuters is a global pro- vider of scientific information related to patents, clinical trials, regulatory affairs, drug competitive intelligence, systems biology, and other information. Sweeney discusses how taxonomy management software enables day-to-day processes and operations of professional services of the division as well as innovative approaches in taxonomy applications. He also shows how a taxonomy cross-mapping tool enables quick evaluation of taxonomy overlap and creates an environment for subject matter experts to establish equivalence or ontological relations for terms from different taxonomies. 

Designing Taxonomies to Drive Content Publishing
Suzanne Carroll, Product Manager - Data and Taxonomy, XO Group (The Knot)
TheKnot.com has been the most popular online wedding resource since launching the AOL keyword "knot" in September 1996. In 2014, every application, database, and admin tool was thrown out and rebuilt in-house to support a full site redesign where usability and users are the top priority. All 300,000-plus wedding vendors, 120,000-plus real wedding images, 8,000-plus dresses, and 1,500-plus advice articles were reclassified using a single categorization scheme. These new agile taxonomies drive all SEO targeting, search engine-friendly URL construction, advertising targeting, and both the site search and recommendations system infrastructure. Carroll covers the process of designing the taxonomies; getting buy-in across business, product, and engineering teams; and managing a fast-paced, high profile taxonomy project within a large organization. 

Dynamic Semantic Publishing
11:45 a.m. - 12:00 p.m.
Andreas Blumauer, CEO and Managing Partner, PoolParty/Semantic Web Company, Austria
Through the use of case studies, this session demonstrates how semantic technologies, and PoolParty in particular, can deliver tangible benefits by addressing the following common requirements: auto-tagging of content powered by controlled vocabu- laries, overcoming information silos through the use of semantic knowledge graphs, combining unstructured and structured information, and uncovering the hidden links between content and data.

Attendee Luncheon
12:00 p.m. - 1:00 p.m.
Technology Supporting Taxonomists
1:00 p.m. - 2:00 p.m.
Which of Your Taxonomy Terms Work Harder?
Lawrence Rafsky, Chief Scientist, NewsEdge / Acquire Media
This talk unites two ideas that have been successfully applied to taxonomic-based text search: ranking content source subsets by analyzing overlaps and duplicates in the documents returned for queries derived from the total set of taxonomy terms, and managing taxonomy maintenance via statistics generated from language change, query logs, and taxonomy definitions/scope notes. Combining these concepts produces a new, novel metric: the "work" done by a taxonomic term. Rafsky shows how straightforward database queries and spreadsheet operations can be used to implement these ideas, so that audience members can put them to use immediately. 

Automatic Extraction of a Domain Taxonomy Through Mining of Social Conversations
Giancarlo Crocetti, Associate Director, Information Access, Boehringer-Ingelheim; Professor, St. Johns University
Taxonomies are an effective way of organizing knowledge and can be applied in many areas, from search to text mining, from content classification to artificial intelligence. However, taxonomies are not readily available and require substantial human curation. Crocetti shares a methodology that can be applied to automatically generate a draft taxonomy optimized for a rapid domain expert review. He considers a social media setting, but the same methodology can be applied in any domain. 

SKOS & Integration
2:00 p.m. - 3:00 p.m.
Boundaries With Taxonomies & Integration With SKOS
Bob DuCharme, Technical Writer, Commonwealth Computer Research, Inc.
Joseph A. Busch, Founder and Principal, Taxonomy Strategies
In any given organization, the publishing and the HR departments have good reasons to define the term "title" differently; and even the term "customer" can mean different things to different departments. If these different groups use a standard such as the W3C's SKOS to create their own taxonomies, they can get the benefit of tailor-made taxonomies customized to their needs, but they can also create connections between these taxonomies. Hear from DuCharme how SKOS makes this possible and how tools support this process without requiring knowledge of SKOS's in- ternals and syntax. Busch discusses what's missing from SKOS, why and what should be done about it. He shares how SKOS is an under-specified framework for encoding knowledge organization schemes and discusses how this can be addressed by using other namespaces such as FOAF (Friend of a Friend) and Schema.org.

Using External Taxonomies in the Hyper-Connected Enterprise
James Morris, Senior Information Scientist, SmartLogic
David Landry, Sr. Manager, Amgen
This session looks at how Amgen created a service that connects internal and external ontologies and makes them available to the enterprise. Using taxonomies to improve the management and accessibility of metadata was well established. However, it was also important to leverage published terminologies that the growing collaborative network had in common. With more and more external ontologies, especially in the biosciences, now available in standard formats like OWL, OBO, and SKOS, the challenge is how to effectively reuse that information without reinventing the wheel. Hear how one organization used published terminology from those sources and connected it to internal terminology and systems, all while retaining the integrity of the originals. 

Coffee Break
3:00 p.m. - 3:15 p.m.
Linked Data Lightning Talks
3:15 p.m. - 3:45 p.m.
Moderator: Marjorie M.K. Hlava, President & Chairman, Access Innovations, Inc. Data Harmony My blog is TaxoDiary.com
Dave Clarke, CEO, Synaptica LLC, USA
Robert Kasenchak, Director of Business Development, Access Innovations
Jim Sweeney, Senior Product Manager, Taxonomy & Ontology Solutions, Synaptica LLC
Join us for an intensive session with four industry professionals who have been working in the Linked Open Data space. Each speaker has under 7 minutes and only 20 slides to teach us about a different Linked Data concept, tool, application, format, speculation, or case study. What is Linked Data? How can I use it? How do I get it? What does that have to do with my taxonomy? Hear about all of this-and whatever else we can squeeze in-in this fast-paced look at the Linked Data landscape. 

Taxonomies in Digital Asset Management
3:45 p.m. - 4:15 p.m.
Laura Fu, Brand Content Specialist, Brandobility
A detailed taxonomy and coherent metadata schema are the foundations of a successful DAM. Translating an existing content hierarchy into any DAM solution is typically a straightforward task, but what if you've never used a DAM or your content is disorganized and living in various digital nooks and crannies of your employer? With the right team, designing an enterprise taxonomy and metadata schema is a fun and stress-free project that will help you understand your content and also your users' search needs. Sharing and repurposing digital content via a DAM can result in reduced production efforts, decreased time spent locating content, and overall cost savings. 

Text Analytics in Action
4:15 p.m. - 5:00 p.m.
Using Text Analytics as a Toolset
Marjorie M.K. Hlava, President & Chairman, Access Innovations, Inc. Data Harmony My blog is TaxoDiary.com
Big data inferences are increasingly used to mine huge heaps of data. The applications are endless. However, those inferences do not work well when many lines go to a single bubble. The lines and relationships must be drawn between concepts, not simply between words. Using the text analytics is a powerful tool, but it is a means to an end, not the end itself. The important work is in the interpretation of the data. This session outlines a highly accurate and efficient approach and provides a case study of the application. 

Government Agency Taxonomy & Text Analytics
Tom Reamy, Chief Knowledge Architect, KAPS Group, USA
Join us for a case study of a taxonomy/text analytics project done at two state agencies. Reamy covers the initial research and planning stage of the project, the integration of text analytics into a SharePoint search application, the taxonomy design issues, the use of entity extraction to power a faceted navigation solution, the use of auto-categorization for subject metadata tagging, and finally, the evaluation of the solution by looking at performance and effort level needed to achieve that accuracy.

Enterprise Solutions Showcase Grand Opening Reception
5:00 p.m. - 6:30 p.m.
Join us for drinks and hors d'oeuvres in a relaxed atmosphere as we kick off the start of this year's event. Open to all attendees, speakers, and sponsors.