Taxonomy Boot Camp 2019 Conference Program

Taxonomy Boot Camp is designed for everyone involved with taxonomies, from those new to the field to seasoned experts (and everyone in between). Beginner sessions cover the nuts and bolts, while more advanced sessions give experienced practitioners insight into how others have evolved their approaches. Hear case studies, how-to sessions, and practical talks on taxonomy tools and methods, and cutting-edge developments in the field. Check out the full program below!

Advance Program

Monday, Nov 4

Monday Morning Keynotes

 

Opening Remarks

09:00 AM2019-11-042019-11-04

Monday, November 4: 9:00 a.m. - 9:10 a.m.

Conference program chair Stephanie Lemieux welcomes attendees to the start of Taxonomy Boot Camp 2019!

Speaker:

, President & Principal Consultant, Dovecot Studio

 

OPENING KEYNOTE: Building an Intelligent Foundation for Scalable Personalization

09:10 AM2019-11-042019-11-04

Monday, November 4: 9:10 a.m. - 10:00 a.m.

Electronic Arts (EA) has been developing a content graph in support of personalization programs since 2014, reconfiguring working teams around this strategic initiative. This has required re-thinking significant aspects of the content strategies, content engineering efforts, and content operations at EA. Eamonn presents the approach taken to build a solid foundation of content models, metadata, and supporting taxonomies. While far into this journey, EA has a long way to go. Hear about the challenges it has encountered along the way and the opportunities it sees in the future.

Speakers:

, Director, Content Ecosystem Strategy, Electronic Arts

, Content Ecosystem Strategist, Electronic Arts

 

Monday, Nov 4

Track 1: Getting Started: Taxonomy Basics

 

Taxonomy 101 Workshop

10:15 AM2019-11-042019-11-04

Monday, November 4: 10:15 a.m. - 12:00 p.m.

This session provides an introductory understanding for those relatively new to taxonomy design and implementation, providing a strong foundation of terms, concepts, and approaches in order to ensure maximum value from the remainder of the conference. The session defines taxonomies and discusses the value they offer through a series of examples and case studies. Wahl and Cakici also cover common approaches and methodologies for taxonomy design, implementation, and maintenance, including a review of the role of technologies within the space.

Speakers:

, CEO, Enterprise Knowledge

, Senior KM Consultant, Enterprise Knowledge, LLC

 

Defining & Pitching the Business Case for a Taxonomy

01:00 PM2019-11-042019-11-04

Monday, November 4: 1:00 p.m. - 1:30 p.m.

What does it take to sell a taxonomy project? How do you explain the business case and benefits a taxonomy will bring to your organization? Lambe discusses how to determine the pain points to be solved and how to link taxonomy work to business needs. He covers how to frame and pitch the business case for your project to management, as well as clearly identify measures of effectiveness that can improve success.

Speaker:

, Principal Consultant, Straits Knowledge, Singapore

 

Framing Taxonomy Projects: On Heidegger & Motorbikes

01:30 PM2019-11-042019-11-04

Monday, November 4: 1:30 p.m. - 2:00 p.m.

Vocabulary development is generally done for a specific purpose: to index documents, structure website navigation, arrange products for ecommerce, etc. The process of building and validating a vocabulary can circumscribe a domain in a structured way useful for modeling information environments and provide a useful jumping-off point for validation. This validation step is crucial to this process: the negotiation between taxonomic thinking and the point of view of subject matter experts, users, content owners, and other stakeholders. Hear how the process of vocabulary construction and validation can help outline and structure a domain, be a paradigm for discovery, and define the scope of your project within the larger domain.

Speaker:

, Senior Manager - Client Solutions, Synaptica, USA

 

Adopting an Existing Taxonomy

02:00 PM2019-11-042019-11-04

Monday, November 4: 2:00 p.m. - 2:30 p.m.

Few have the privilege of creating their taxonomy from scratch. Working with existing taxonomies typically involves using terms, definitions, and a structure developed by other people who may not be available for consultation. They are often already entrenched in an organization’s workflow and can be difficult to change on a macro level. This talk shares strategies for adjusting to an existing taxonomy, including ways to get up to speed on its general philosophy and specific terms. Ammerman also discusses how to deal with taxonomies that do not conform to standards and how to determine which changes are worth fighting for.

Speaker:

, Library & Taxonomy Manager, American Planning Association

 

Managing Stakeholder Input: Cat Herding and Duck Rowing

02:30 PM2019-11-042019-11-04

Monday, November 4: 2:30 p.m. - 3:00 p.m.

Every successful taxonomy project relies on working closely with people. This often involves groups with different backgrounds and levels of taxonomy familiarity. How do you prepare people to give meaningful feedback? How do you elicit, aggregate, and track their input? What is the best way to socialize the outcomes to a wider audience? Learn how to run successful kickoff meetings, framework workshops, and stakeholder review sessions. Jenkins also reviews useful templates and online tools for soliciting input from larger groups, helping you reduce cat herding and get all your taxonomy ducks into well-ordered rows.

Speaker:

, Senior Taxonomy Consultant, Dovecot Studio

 

Inside an Enterprise Taxonomy Shop

03:15 PM2019-11-042019-11-04

Monday, November 4: 3:15 p.m. - 3:45 p.m.

Just over a year ago USAA set out to fix a top employee pain point: finding company documents and procedures in the enterprise knowledgebase. After an initial project realized dramatic improvements in search performance metrics and employee feedback, a year-long effort was undertaken to accomplish this across the enterprise. Now USAA has built a permanent Knowledge Management Findability Experience function and department. Bowling gives an inside look at building this function from the ground up, including intimate views of documented taxonomy sustainment and creation processes, update requests, roles, and metrics.

Speaker:

, Senior Product Manager and Knowledge Architect, USAA

 

5 Essential Components of Taxonomy Governance

03:45 PM2019-11-042019-11-04

Monday, November 4: 3:45 p.m. - 4:15 p.m.

Taxonomies are born into a world of change and need to be regularly updated in order to remain relevant and useful. Governance is the tool that can move your taxonomy team from a state of reactivity and fire drills to a state of controlled and measured taxonomy optimization. Using real-world examples, Chao shares five governance components that should be included in every governance plan as well as a governance assessment framework that you can use to assess maturity, identify gaps, and determine next steps to take your taxonomy governance to the next level.

Speaker:

, Information Architect & Taxonomist, Factor Firm

 

Managing Taxonomy Tagging

04:15 PM2019-11-042019-11-04

Monday, November 4: 4:15 p.m. - 5:00 p.m.

A taxonomy is useful only when it is properly tagged to content, which is not always a given! Hedden and Casey look at various issues in tagging with a taxonomy, including the benefits and drawback of manual vs. automated tagging and how taxonomy design can suit the method of tagging. Tagging interfaces and rules are also important, whether system-enforced or as policy. Black discusses how to manage large tagging projects when a taxonomy must be applied quickly to large collections of content for new system launches, such as a DAM or CMS. Hear about bulk tagging approaches, training short term-tagging teams, and doing tagging quality assurance.

Speakers:

, Taxonomy Consultant, Hedden Information Management

, Indexer-Taxonomist, Casey Indexing & Information Service

, Information Management Consultant, Dovecot Studio, Inc.

 

Monday, Nov 4

Track 2: Taxonomy Applications

 

Taxonomy Case Studies

10:15 AM2019-11-042019-11-04

Monday, November 4: 10:15 a.m. - 12:00 p.m.

Improving Content Quality, Reuse, & Reporting
10:15 a.m. - 12:00 p.m.

Large content sets, distributed authoring environments, and multiple websites built on different platforms make applying consistent and accurate metadata very challenging. Intel is implementing enterprise taxonomy and metadata standardization to address these issues with the end goal of improving data quality. The speaker sshare Intel's approach to increasing metadata quality across a diverse content ecosystem. Learn how they developed a content tagging strategy involving a diverse set of stakeholders to collect more accurate and consistent metadata from content owners.

Speakers:

, User Experience Strategist, Digital Marketing and Media, Intel

, Information Architect & Taxonomist, Key Pointe Usability Consulting, Inc.

Putting Sony’s Best Footage Forward With AI
10:15 a.m. - 12:00 p.m.

With a deep library of clips from blockbuster franchises and acclaimed cinematographic masterpieces, Sony Pictures Entertainment (SPE) runs a thriving footage licensing business. But for customers to find the clips they need for their projects, rich, taxonomy- driven metadata capturing the themes of each clip is essential. That’s why SPE launched its taxonomy and metadata enrichment initiative, scaling the project with AI. This session showcases concrete examples of how AI can support information professionals in building their taxonomy and illustrate its benefits in the context of business-critical search functions.

Speakers:

, Executive Director, Content Licensing, Sony Pictures Entertainment

, Data Librarian, Sony Pictures Entertainment

, CMO, Expert System Enterprise

Collapsing Silos With Semantic Technology
10:15 a.m. - 12:00 p.m.

Hear about how Travelers Insurance iteratively aligned siloed taxonomies to create a broader enterprise view. This new approach will serve many business needs including improved search and automation of existing manual efforts related to taxonomy maintenance and implementation. Fisher and Doughty show how the original, dated taxonomy was moved from a document to a taxonomy management platform to support integration with many technologies. Also hear how an enterprise governance group was established along with extensive taxonomy and ontology training for all governance team members and power users to ensure the success and maintenance of the enterprise taxonomy.

Speakers:

, Product Manager, Travelers

, Consultant, Taxonomy & Ontology Design, Enterprise Knowledge

Strategies for Dealing With Ambiguous Product in Retail Taxonomy
10:15 a.m. - 12:00 p.m.

Are these for walking or swimming? Would you call this a pump? In a retail taxonomy, sometimes it’s just not easy to tell where something should go or what it is. Lee provides some good strategies for placing those hard-to-classify items.

Speaker:

, Taxonomist, Zappos

 

Using Object Models to Supercharge Taxonomy Design

01:00 PM2019-11-042019-11-04

Monday, November 4: 1:00 p.m. - 1:30 p.m.

A big challenge in taxonomy work is helping leadership and subject matter experts connect taxonomies to the fundamental workings of their organization or system. Object models are the bridge between detailed, effective taxonomies and high-level user requirements. Using a simple and easy-to-learn visual language, object models can help you quickly sketch an entire organizational unit or the key parts of a system in a way that everyone in the room—from developers to CEOs—can view together and understand. Learn this unique approach to taxonomy generation and hear case studies of successful taxonomy creation using object model workshops, which help make taxonomy more accessible to organizational leaders, resulting in greater support and alignment.

Speakers:

, Business Analyst & Information Architect, The Understanding Group

, President & Co-founder, The Understanding Group

 

Moving From Taxonomy to Ontology

01:30 PM2019-11-042019-11-04

Monday, November 4: 1:30 p.m. - 2:00 p.m.

Organizations often struggle with ontology development and fully leveraging the many benefits they offer, including user interface enhancements, machine learning, and AI. White provides observations and insights on the most practical approaches that organizations can use to transform an existing taxonomy into an ontology. Methodologies focus on techniques and best practices rooted in information science and real-world findings. Hear about facet analysis, semantic relationships used in taxonomies and ontologies, and the overall business value of an ontology.

Speaker:

, Information and Knowledge Management Consultant, Enterprise Knowledge

 

The Science of Taxonomy in Product Data Management

02:00 PM2019-11-042019-11-04

Monday, November 4: 2:00 p.m. - 2:30 p.m.

Different taxonomies have different purposes in product data management, such as classification, navigation, and syndication. Many companies use their ERP or financial taxonomy to manage product information when there are better ways to achieve success from both the internal and external customer perspectives. Mapping and managing between taxonomies and attribution schemas and keeping them clean are essential for good product data. Chantal discusses best practices for managing product taxonomy and the challenges of managing them in an integrated manner for the best customer experience.

Speaker:

, Principal Taxonomist, Earley Information Science

 

Using Taxonomy to Advance Product Digitization at Honeywell

02:30 PM2019-11-042019-11-04

Monday, November 4: 2:30 p.m. - 3:00 p.m.

Honeywell has recently implemented a product information management system (PIM) and has been working business unit by business unit to gain PIM adoption and organize product data through taxonomy in the PIM system. Hear how it has designed a growing Master Taxonomy to manage category-specific attributes, multiple display taxonomies, two-tier data models, attributes schemas, and product relationships with the end goal to provide Honeywell customers with the best-in-class user experience in their space.

Speaker:

, Product Information Management Services Owner, Honeywell

 

The Knowledge Graph— The New Unknown Beast

03:15 PM2019-11-042019-11-04

Monday, November 4: 3:15 p.m. - 3:45 p.m.

Knowledge graphs are everywhere! Google has one, Amazon also, and of course Microsoft has one too. Gartner has identified knowledge graphs as new key technologies in its Hype Cycle for Artificial Intelligence. So, what is a knowledge graph? Do we have to be afraid that we have to throw away all we built over the last years and decades? What can we do with it? Will we have to feed it? How can we tell if it is healthy and can help us? What can we use it for? In his talk Nagy addresses those questions and tries to demystify this new phenomenon.

Speaker:

, COO, Semantic Web Company GmbH

 

Taxonomy-Driven Event Processing for Intelligent Customer Operations

03:45 PM2019-11-042019-11-04

Monday, November 4: 3:45 p.m. - 4:15 p.m.

Chat or voice conversation between agent and customer can be a black hole. In the modern intelligent customer operations center, interactions between agent and customer are a source of rich information that helps agents to improve the quality in real time, creates more sales, and provides far better analytics for management. This is enabled by taxonomy, speech recognition, entity extractors, and machine learning to classify chats in various ways in a real-time knowledge graph that knows (and stores) everything about customers and agents. Hear how graph-based technology can be used to improve quality of conversations, increase sales, and improve business visibility.

Speaker:

, CEO, Franz Inc. - AllegroGraph

 

Partnering with IT to Deploy Taxonomies

04:15 PM2019-11-042019-11-04

Monday, November 4: 4:15 p.m. - 5:00 p.m.

You can have the best taxonomy or ontology in the world, but if the IT team doesn’t know about it, or won’t implement it, what’s the point? Come hear this all-star panel talk about how they successfully partnered with data architects, developers, and project managers to get integrated into development workflows. Learn what words to use when working with IT, documents to provide, cost-saving estimates to promise, and more.

Moderator:

, Manager of Taxonomy, Media Technology and Information Systems, HBO, USA


Speakers:

, Deputy Director, Information Management Architect, Associated Press

, Director, Enterprise Metadata, Discovery

Tuesday, Nov 5

Tuesday, November 5, 2019

 

KEYNOTE: Knowledge Management in the Age of Smart Machines

08:30 AM2019-11-052019-11-05

Tuesday, November 5: 8:30 a.m. - 9:30 a.m.

Our experienced speakers cut through the hype and share how new technologies like AI can be used for business benefit and competitive advantage. This facilitated panel discussion describes what technologies are available and how companies can use them. It explains how businesses can put artificial intelligence to work now, in the real world. AI will improve products and processes and make decisions better-informed/important but largely invisible tasks. AI technologies won't replace human workers but augment their capabilities, with smart machines working alongside smart people. AI can automate structured and repetitive work, provide extensive analysis of data through machine learning (“analytics on steroids”), and engage with customers and employees via chatbots and intelligent agents. Get insights and ideas on how to experiment with these technologies, consider the ethics of these technologies,  and use them to revitalize knowledge management in your organization.

Moderator:

, Director, Conference Chair, & Author, Euan Semple Ltd


Speakers:

, President, A. J. Rhem & Associates and Author, Knowledge Management in Practice

, Member IBM Academy of Technology (Blockchain, Games, Watson, Design), IBM

 

KEYNOTE: Delivering Killer App Taxonomy Experience in SharePoint Office 365

09:30 AM2019-11-052019-11-05

Tuesday, November 5: 9:30 a.m. - 9:45 a.m.

For years Synaptica has advised our clients that there are just some things they can’t do with their taxonomies once they migrate them to the SharePoint Term Store. Restrictions within SharePoint prevent much of the richness of thesauri and non-hierarchical relationships from being expressed. Finally, a breakthrough solution has been developed through a joint venture effort between Synaptica and Search Explained. Clarke and Molnar briefly review the common pain points experienced in SharePoint taxonomy implementations, before demonstrating innovative new user experiences that transcend these pain points to deliver a taxonomy-rich search, browse and tagging experience within SharePoint.

Speakers:

, CEO, Synaptica LLC, USA

, CEO, Search Explained, Hungary

 

KEYNOTE: Building the Knowledgeable Application with AI

09:45 AM2019-11-052019-11-05

Tuesday, November 5: 9:45 a.m. - 10:00 a.m.

Few organizations realize that 80% of their most critical data cannot be handled by business applications because it is unstructured (contracts, emails, customer correspondence…). But the missing piece in this puzzle actually exists: Natural Language Processing (NLP), a form of AI that extracts meaning from documents, thanks to organizational and linguistic knowledge. The outcome is a genuinely knowledgeable application: one that delivers effective search and analytics, accelerates business processes, and enables professionals to focus on the highest added-value parts of their mission. Discover why leading organizations have made NLP a priority and how they are using it to build knowledgeable applications for search, analytics and process automation.

Speaker:

, CEO, Expert System

 

Tuesday, Nov 5

Track 3: Tuesday, November 5, 2019

 

Content Models & Taxonomies: BFFs

10:45 AM2019-11-052019-11-05

Tuesday, November 5: 10:45 a.m. - 11:15 a.m.

Taxonomies help organize, categorize, and relate content. But before that, you need a model for that content. This session looks at content models from a new angle and how to use taxonomy to bring content to life. A model of the types of content and their relationships reveals the many ways content types can be classified to improve findability. When taxonomies are woven into the fabric of your content, internal search becomes easier to facet and sort, and curation is dynamic and ongoing. It’s a perfect match of content strategy and information architecture. Content models and taxonomies really are BFFs.

Speaker:

, Digital Strategist, Founder, Tanzen LLC

 

The Schema.org Web Vocabulary & Enterprise Taxonomies

11:15 AM2019-11-052019-11-05

Tuesday, November 5: 11:15 a.m. - 11:45 a.m.

The schema.org web vocabulary has emerged as the most important metadata standard for web content, used by Google, Microsoft, Amazon’s Alexa, and many other online platforms. How is schema.org related to enterprise taxonomies? How can taxonomists best utilize features of the schema.org vocabulary to improve the descriptiveness of information published online? Michael explains how the schema.org vocabulary classifies different dimensions of information, and how taxonomists can use the vocabulary, including entity types, properties and different strategies to include taxonomy terms as values. Learn how to provide more precise answers to online queries, whether through search, chat bots, voice bots, or other online channels.

Speaker:

, Content Strategy Evangelist, Kentico Cloud

 

A Spring Without a Source

11:45 AM2019-11-052019-11-05

Tuesday, November 5: 11:45 a.m. - 12:15 p.m.

Taxonomies are foundational knowledge organization structures for entire information ecosystems relying on a single source of truth for concepts used in navigation, content tagging, and insight discovery. With increasingly agile and fast-moving taxonomy development and use, it’s easy to neglect the rigor necessary to build a strong foundational taxonomy. Taxonomies without this rigor can easily become ill-fitted for the processes they are meant to support. As with any ecosystem, the early introduction of unwanted elements can have downstream effects. Hear about the often unintended biases introduced during taxonomy building and the subsequent content tagging process, and how to build taxonomies with discipline and rigor using verified sources and strong governance processes.

Speaker:

, Senior Manager, Text Analytics Solutions, Synaptica LLC, USA

 

Serendipity vs. Search: What Artificial Intelligence Can & Can’t Do

12:15 PM2019-11-052019-11-05

Tuesday, November 5: 12:15 p.m. - 12:30 p.m.

Some organizations want to apply AI techniques in their efforts to construct taxonomies better and faster. Various AI techniques can produce interesting groupings or clusters of content that are useful for discovery, but not as useful for search. Can AI do any more than produce a good bucket of candidate concepts and show possible meaningful relationships?

Speaker:

, VP, Marketing and Communications, Access Innovations, Inc.

 

Taxonomy Frontiers

01:45 PM2019-11-052019-11-05

Tuesday, November 5: 1:45 p.m. - 2:30 p.m.

The Future of Taxonomy: Knowledge Graphs
1:45 p.m. - 2:30 p.m.

Taxonomies are the foundation for controlled vocabularies, which enable enhanced search, categorization and the ongoing development of ontologies. Moving beyond taxonomies and ontologies, however, the development of knowledge graphs starts to add the semantic layer needed to enrich and enhance all types of information. Doane helps us understand how and why to build knowledge graphs, and the benefit your organization can realize.

Speaker:

, Lecturer, Information School, University of Washington and Term Management, LLC

Conversations With Robots: Voice, Smart Agents, & Structured Content
1:45 p.m. - 2:30 p.m.

In 2019, we’re already seeing the impact that voice search, AI, and smart software agents like Alexa and Google Assistant are making on the way information is found and consumed on the web. Through examples drawn from healthcare and government, Fitzgerald illustrates the changes IAs and taxonomists face in the burgeoning age of voice UI and AI and introduces simple techniques attendees can use to advocate for structured content approaches to their work.

Speaker:

, Information Architect, Anthro-Tech, Inc.

 

Taxonomy & Personalization

02:45 PM2019-11-052019-11-05

Tuesday, November 5: 2:45 p.m. - 3:30 p.m.

While trying to realize the dream of personalized experiences, there has been a stream of brand and customer experience fails that continues to mar the reputation of personalization. Taxonomists and IAs have since begun writing the missing manual for steering clear of such madness. What does it mean to design for personalized UX, and why are information sciences pros well positioned to ride to the rescue? This session will help you lean into your organization’s personalization or martech efforts and take your taxonomy skills in a fresh direction. McIntyre gives five scenarios in which the skills of taxonomists matter more each day. Patterson and Roux discuss how Salesforce optimized its taxonomy and tagging strategy in order to enable a more dynamic, targeted, and personalized user experience on salesforce.com.

Speakers:

, Principal, Bucket Studio

, Content Strategy Manager, Salesforce

, VP & Managing Director, Tendo Communications

 

Stump the Taxonomist

04:15 PM2019-11-052019-11-05

Tuesday, November 5: 4:15 p.m. - 5:00 p.m.

Interested in industry trends? Stymied by a taxonomy design challenge at work? Bring your toughest, crunchiest taxonomy issues and challenges to our panel of seasoned full-time taxonomists, who compete to answer your questions with insight, entertainment, and perhaps even controversy! The best questions (as voted by the audience) will bring home prizes!

Speaker:

, President & Principal Consultant, Dovecot Studio

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