Monday, November 15, 2010

Moderated by:
Michael Crandall, Principal Research Scientist, Information School, University of Washington Information School
Rebecca Jones, Director, LLEAD Institute Partner Emeritus, Dysart & Jones Associates
Continental Breakfast
7:30 a.m. - 9:00 a.m.
Taxonomy Boot Camp Warm-Up!
8:00 a.m. - 8:45 a.m.
Marjorie M.K. Hlava, President & Chairman, Access Innovations, Inc. Data Harmony My blog is
This session prepares those who are new (or in need of a refresher) to the world of taxonomies for Boot Camp sessions by presenting an early morning accelerated overview of critical taxonomy fundamentals, from terminology to construction and tools.

Welcome & Logistics
9:00 a.m. - 9:10 a.m.
Michael Crandall, Principal Research Scientist, Information School, University of Washington Information School
Keynote: Integrating Folksonomies With Traditional Metadata
9:10 a.m. - 10:00 a.m.
Thomas Vander Wal, Sr. Consultant
Many organizations have considered or tried integrating folksonomy with their more traditional approaches to metadata to achieve a more emergent set of metadata to increase finding, aggregation, and sharing of use of information. Having a solid understanding of folksonomy and associated metadata helps provide a solid base for integrating it with traditional metadata so to get optimal results.  Hear from the expert who coined the term "folksonomy" and take away ideas and insights for use in your environment!

Visualizing Taxonomies
10:00 a.m. - 10:15 a.m.
Dave Clarke, Founder, Synaptica LLC, USA
Taxonomies can improve search by increasing the precision and recall of relevant results, but taxonomies also offer other benefits beyond the confines of search. Taxonomies enable people to browse and discover information they might not otherwise have known existed. This talk looks at a number of examples of how taxonomies can be visualized and how visualization is the key to information discovery.

Coffee Break
10:15 a.m. - 10:30 a.m.
Taxonomy 101: Designing & Building Taxonomies
10:30 a.m. - 12:00 p.m.
Gary Carlson, Principal, Factor
This practical, in-depth session provides an overview of the different components of taxonomy projects and discusses the different aspects of designing and building taxonomies to meet the needs of different enterprise applications such as search, tagging, navigation, content management, and auto-categorization. Carlson illustrates with real-world examples and provides tested guidelines for designing and implementing your taxonomies.

Enterprise Taxonomy: A Vision
10:30 a.m. - 10:50 a.m.
Lee Romero, Senior Manager, Global Knowledge Platforms, Deloitte Touche Tohmatsu, Limited
This discussion focuses on an overarching vision for an enterprise taxonomy which guided the development and management of one organization's taxonomy. It provides clear examples of the value of the vision and specifics about how the vision tied into the management process. Insights include managing taxonomy as its own asset (defining the classifications and the values used within those classifications), using appropriate systems of record to define the set of values used for a particular classification; and enabling monitoring of changes to the taxonomy values by content managers. For more details and tips on how to adopt a vision to guide what a taxonomy is intended to be and how it should be managed and governed, join our experienced practitioner as he shares techniques and practices that you can use in your organization.

Building a Practical Semantic Framework for Data Integration
10:50 a.m. - 11:10 a.m.
Seth Earley, Founder & CEO, Earley Information Science and Author of The AI-Powered Enterprise: Harness the Power of Ontologies to Make Your Business Smarter, Faster and More Profitable
What if your sales organization spoke French; customer service, English; and product development, Italian? What is the likelihood of getting consistent answers, creating consolidated reports, and building applications that cut across processes? Unless you painstakingly translated terms to a common language, it wouldn't be possible. In fact, you do speak different languages-different parts of the organization have terminology and jargon or their own conventions that make it difficult to integrate applications and search consistently. Learn how a number of global organizations have handled taxonomy issues on an enterprise basis, creating a common semantic framework as the foundation for integration. 

Taxonomy Case Studies: SNC-Lavalin Infozone
11:10 a.m. - 11:35 a.m.
Denis Normand, Director, Information Management and Security, SNC-Lavalin
Karin Michel, Architecture Specialist - Taxonomy, Global Information Technology, Information & Application Architecture, SNC-Lavalin
Joseph A. Busch, Founder and Principal, Taxonomy Strategies
SNC-Lavalin, one of the world's largest engineering and construction firms, has the difficult task of managing information to capitalize on this asset to become more efficient in knowledge transferability. For example, gathering a repository of proposals, qualifications, and exemplary work products is difficult because people are too busy "getting the work done." This session discusses a project to design and implement an enterprise-wide taxonomy framework applicable across corporate, divisional and project organizational levels; in a global multilingual context; and extendable beyond the traditional Intranet to also be relevant to other information systems (project management, records management, financial management, and knowledge transfer and sharing). They share the challenges and lessons learned in building an enterprise wide taxonomy framework, and implementing business unit portals as well as company-wide content type-based collection like quality management procedures and related documents.

Inter-American Development Bank Institutional Knowledge Repository Controlled Vocabularies
11:35 a.m. - 12:00 p.m.
Kyle S. Strand, Lead Knowledge Management Specialist and Head of Library, Inter-American Development Bank
Joseph A. Busch, Founder and Principal, Taxonomy Strategies
Aline Martinez, Taxonomist, News Product, The Washington Post
This session discusses efforts to integrate, merge and map the Bank's existing vocabularies to provide a common way to classify knowledge products for increased accessibility, visibility, and findability, both internally and on the web. With varying needs across countries, sectors, and roles, vocabularies grew organically and often in isolation of others used within the institution. The resulting inconsistencies in terminology, vocabulary structure, usage, and contextual application created information silos, influenced tagging and classification procedures, and the users' ability to browse and search effectively.  Hear how the Institutional Knowledge Repository Project focused on creating a consensual controlled vocabulary and enhancing accessibility and visibility of the Bank's knowledge products with four components: incorporation of an enterprisewide search engine; configuration of a repository platform; creation of governance and management policies and processes; and a controlled vocabulary. Thirteen Bank departments are actively involved in the vocabulary working group, developing and maintaining relevance, consistency, and consensus. Learn the steps taken, including an analysis of existing institutional vocabularies, the development of a vocabulary strategy, drafting of a governance structure, and creation of an initial faceted vocabulary.

Attendee Lunch
12:00 p.m. - 1:15 p.m.
The Curious Lives of Full-Time Taxonomists
1:15 p.m. - 2:00 p.m.
Moderator: Zach Wahl, CEO, Enterprise Knowledge LLC
Sunny Yoon, Taxonomist, Goldman Sachs
Karin Michel, Architecture Specialist - Taxonomy, Global Information Technology, Information & Application Architecture, SNC-Lavalin
Lori Finch, Thesaurus Coordinator, USDA, National Agricultural Library
With so much attention focused on taxonomy projects and how to get projects defined, started, socialized, and implemented, one aspect is often overlooked. What are the responsibilities, challenges, and opportunities for people who work as full-time taxonomists within large organizations? Are the challenges different when it comes to selling the value of taxonomy or has that battle been won? What issues surround software and vendor selection, and how much input do vendors have? A panel of full-time taxonomists talks about how they got their start within their organization, a "typical" work week, and gives examples of recent projects and initiatives. They will engage the audience in the discussion and face perceptions (or misconceptions).

Web Facing Taxonomies vs. Enterprise Taxonomies: Two Sides of the Same Coin?
2:00 p.m. - 2:30 p.m.
Joseph A. Busch, Founder and Principal, Taxonomy Strategies
While everyone agrees that taxonomies are critical to effective document and web content management, useful portals, and good search results, as well as essential to proper records management, many of us are struggling to understand the difference between our public-facing taxonomies and our internal enterprise taxonomies. This session explores the similarities and differences of these types of taxonomies and looks at how they are integrated with various content technology applications.

The Semantic Web: Down to Business
2:30 p.m. - 3:00 p.m.
Michael Uschold, Senior Ontology Consultant, Semantic Arts
This session describes the maturing of Semantic Web technology from research to practice.  It gives a  brief overview of what the Semantic Web is and is not and then talks about the core technology that underlies the Semantic Web, and indicatea how this technology can be exploited to add value  for end users and in the enterprise. The core of the technology is about explicitly representing meaning and how to do automated reasoning. The value propositions that most commonly arise are in the areas of agility, semantic interoperability, and more intelligent capabilities.  Uschold describes a number of real life examples of production systems that use semantic technology in various industries - including media, manufacturing and advertising.  Among other examples, he explores how the BBC used a variety of open ontologies and linked data to significantly enhance their user's experience.  In all cases, he highlights exactly what it is about the technology that is important in establishing the value proposition.

Coffee Break
3:00 p.m. - 3:15 p.m.
Open-Source Tools for Ontology-Based Knowledge Systems
3:15 p.m. - 3:45 p.m.
August Jackson, Market Intelligence Manager
Mitesh Patel, Technical Lead / Software Engineer, Amentra, Inc.
The critical challenge in developing custom knowledge management environments is bridging the gap between domain experts who use the system and the technical experts tasked with creating that system. Patel and Jackson were part of a team that delivered multiple projects that applied open source tools to develop end-to-end knowledge management systems based on subject-domain ontologies. This real-world use case shares lessons learned using open source tools, agile development, and cross-functional teams to develop high-quality subject knowledge databases. It discusses the knowledge system work flow and describes the process through which subject matter experts create ontologies translated by developers into relational databases, all using open source tools. It includes screen shots, the experiences of U.S. government examples, and takes a good look at appropriate open sources tools.

Advanced Knowledge Representation for Know-How and Know-What
3:45 p.m. - 4:20 p.m.
Tom Reamy, Chief Knowledge Architect & Founder, KAPS Group, LLC, USA Author, Deep Text
In the early days of KM, there was a flurry of taxonomy building to provide a basic foundation for knowledgebases and knowledge representation. These early models were usually built on traditional library science classification schemes that proved to be too rigid and cumbersome for rich knowledge-based projects, particularly for capturing and/or supporting know-how, and there was a reaction against the whole approach. However, the new capabilities in text analytics of taxonomies coupled with categorization, entity and fact extraction, and sentiment analysis offer a much richer platform for KM projects. Expertise is always a combination of know-how and know-what, and the new text analytics provides a way to model and support both. It is time to take another look at taxonomies/text analytics and KM. Our speaker, a leading expert in text analytics and long time KM practitioner, discusses the basic text analytics capabilities, how those capabilities are typically developed, explores how they provide a foundation for KM that includes more advanced knowledgebases, more powerful expertise location applications, and support for richer and more flexible collaboration initiatives.

Automated Profiling & Metadata Generation
4:20 p.m. - 4:45 p.m.
Denise A.D. Bedford, Faculty, Communication Culture and Technology, Georgetown University; & Author, Organizational Intelligence & Knowledge Analytics York University, Coventry University
During the past 3 decades, many automated solutions have been developed to address the challenge of creating profiles or metadata for information assets. The solutions range from human-assisted to fully automated. The solutions also span a range of successful to unsuccessful outcomes. What all of the successful solutions have in common is a level of knowledge engineering. Bedford discusses the types of human knowledge engineering that underlie successful solutions then conversely demonstrates how the failure to integrate human knowledge into some of the solutions (i.e., tools and technologies) results in unnecessary poor performance and unfulfilled expectations. Based on practical experience and focused research, Bedford challenges some of the basic assumptions built into statistical clustering tools.

Facilitated Discussion & Day One Wrap-Up
4:45 p.m. - 5:00 p.m.
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.

Community Networking Event
7:00 p.m. - 8:30 p.m.
Make plans to join us for a special networking and community building event using tools from knowledge management, taxonomy, and search. Open to all conference attendees, speakers, and sponsors.

Tuesday, November 16, 2010

Moderated by:
Wendi Pohs, Chief Technology Officer, InfoClear Consulting
Rebecca Jones, Director, LLEAD Institute Partner Emeritus, Dysart & Jones Associates
Continental Breakfast
8:00 a.m. - 8:45 a.m.
Keynote: Knowledge Driven Enterprises: Strategies & Future Focus
8:45 a.m. - 9:45 a.m.
Thomas A Stewart, Chief Marketing & Knowledge Officer, Booz & Company Former Editor & Managing Director, Harvard Business Review
Our experienced author and practitioner shares winning strategies for developing and evolving knowledge-driven enterprises that are productive, innovative, and successful. Using real-world examples he illustrates how those strategies have worked in many different types of organizations. Stewart also looks into the future and suggests directions that knowledge-driven enterprises will engage in over the next few years.

Keynote: Exploring Search Frontiers at NASA Langley
9:45 a.m. - 10:15 a.m.
Manjula Ambur, Information Management Branch Chief, Office of the CIO, NASA Langley Research Center
In this case study, Ambur offers a practitioner's view of how her team pursues its goal of providing effective search for the thousands of researchers and engineers at NASA Langley.This user base found itself confounded by the multitude of options both for information — with hundreds of internal and external sources of web sites, databases, document repositories, scholarly journals, and image collections --- and in search interfaces, which had driven it to the open web and inferior results. This talk explores the decision to deploy Google Search Appliance internally as an effort to meet user expectations of easy-to-use search that provides unified information access. Ambur will cover the challenges faced, strategies undertaken, and ongoing team work required to deliver targeted results within a secure framework to achieve the goal of effective information mining enabling NASA mission success.

Coffee Break
10:15 a.m. - 10:30 a.m.
Design Patterns for Controlled Vocabularies & Revising Established Taxonomies
10:30 a.m. - 11:15 a.m.
Moderator: Nikkia Anderson, Senior Information Specialist, Information International Associates, Inc.
Christine Connors, Chief Ontologist, Knowledgent
Lisa Dawn Colvin, AI Product Strategist, Semantic Generation
Bethany Sehon, Manager, PriceWaterhouseCoopers
We frequently hear of design patterns for data models; many of us have reference books on our shelves that are full of them. Similar design patterns emerge in the creation of taxonomies, thesauri, and especially ontologies. Patterns allow us to more efficiently work with our data, predict query and analysis outcomes, and provide a benchmark we can test against. In the first presentation, speakers share their experiences modeling controlled vocabularies with semantic relations, as well as best practices regarding identifying patterns, building models, adding relationships to concepts, reuse and repurposing of models, and modifying models. Sehon focuses on challenges involved in revising taxonomies that differ from those faced in creating taxonomies from scratch. The User/Custodian Complacency challenge deals with a fear of thinking outside the box. People say, "It's how we have always done it," "My users already search this way," or, "It's too hard to train, so let's just keep the taxonomy as is.'' Of course, this creates more problems than it solves. The Lack of Stakeholder Buy-In challenge addresses the difficulties in changing customs and habits. Many times, these stakeholders see change as a waste of time. The Misunderstanding or Lack of Understanding of the Purpose and Function of Taxonomies challenge is important in the efficient retrieval of information, more relevant search results, and in organizing documents and other data. These challenges create barriers to taxonomy development and evolution that lead to stress and frustration for the taxonomy specialist during vocabulary maintenance. She uses concrete examples to illustrate the challenges and provides techniques and steps for addressing them.

Implementing Terminology Management & Growing a Taxonomy
11:30 a.m. - 12:15 p.m.
Moderator: Nikkia Anderson, Senior Information Specialist, Information International Associates, Inc.
Michael Pendleton, Terminology Services Program Manager, Office on Environmental Information, U.S. Environmental Protection Agency
Gary Carlson, Principal, Factor
The EPA provides terminology management tools and supporting services to agency staff and partners through its Terminology Services Program to enhance the roles taxonomies and controlled vocabularies play in supporting discovery of, and information access to, its information assets. Since its initiation, the EPA has built a program with the following key elements: repository services, terminology development and management, terminology training and best practices, automated services, collaborative stewardship, and access to expertise. Pendleton shares his experience, the challenges, lessons learned, and provides suggestions to those who have, or are considering, implementing terminology management within their organizations. Carlson looks at how to grow the use of your taxonomies as well as many of the potential growing pains that come with the growth. Growth may impact the taxonomy design, size, governance, and flexibility. A key to managing this growth is good communication and a clear set of policies regarding what the taxonomy can and cannot do for the organization. Besides the taxonomy model itself, the governance requirements, integrations, staffing, and technical capabilities of your technology can all impact the types of growth that can be supported as the demand for the taxonomy grows. Bringing on the new partners while continuing to meet the needs of the original stakeholders is all part of the challenge. Hear Carlson's tips and tricks for making it go more smoothly.

sponsored by
Attendee Lunch
12:15 p.m. - 1:15 p.m.
Rachael Wang, Sr. Manager Sales Consultant, MySQL
Pecha Kucha: Enterprise Search & Taxonomies
1:15 p.m. - 2:00 p.m.
Moderator: Nikkia Anderson, Senior Information Specialist, Information International Associates, Inc.
Paul M Rosenburg, Corporate Taxonomist, GEICO Insurance
Heather Hedden, Senior Consultant, Enterprise Knowledge Author, The Accidental Taxonomist
Susan MacLean, Information Manager, AED
David Sanchez, Deputy Program Manager, USAF Pilot Physician Program, Air Force Medical Service
Enterprise search seeks to discover information generated by an organization, whether it be in text, in semi-structured information repositories, or in more traditional databases. However, without the key-the vocabulary-the task is very difficult. Listen to four perspectives using the Pecha Kucha method of presenting, which is fast-paced, focused, and fun. Hear their views on taxonomies and search-going beyond search to understanding information in the enterprise, building social search and tagging, and matching search performance and user experience/expectations.

Taxonomy Design
2:15 p.m. - 3:00 p.m.
Moderator: Nikkia Anderson, Senior Information Specialist, Information International Associates, Inc.
Michael Piccorossi, Director of Digital Strategy and IT, Pew Research Center
Shawn Fielding, Knowledge Management Specialist, Pew Research Center
Russell Heimlich, Web Developer, Pew Research Center
Zach Wahl, CEO, Enterprise Knowledge LLC
Joseph A. Busch, Founder and Principal, Taxonomy Strategies
Tatiana Baquero Cakici, Senior KM Consultant, Enterprise Knowledge LLC
The first presentation discusses the design and implementation of a standardized taxonomy to bridge content and publications from seven projects operated by the Pew Research Center (PRC). Hear their experience with content management systems and taxonomies and how the finalized vocabulary was applied to all internal and external PRC content for tagging, categorization, and metadata creation for search appliance crawlers and XML feeds to content aggregrators. The second presentation focuses on best practices and lessons learned from the enterprise web platform redesign projects at two U.S. government agencies. It illustrates how these platforms are powerful tools hinged on taxonomies that enable more transparent, accountable and effective client-oriented government with content categorization compliant with government mandates. Take away a working methodology for defining content categorization; the key elements that helped ensure an intuitive classification and categorization schema for these agencies; as well as the legal, compliance, organizational and technical steps that these agencies are taking to validate their taxonomies in a manner that is consistent with regulatory and business requirements

Coffee Break
3:00 p.m. - 3:15 p.m.
Global Enterprise Deployment
3:15 p.m. - 3:30 p.m.
Bob St. Clair, Director of Industry Solutions, SchemaLogic Inc.
This session describes a large global enterprise deployment of SchemaLogic Enterprise Suite as a single platform for the management and publication of a network of both centrally managed and business unit taxonomies.  The solution enables corporate level governance for the use and management of taxonomies and controlled vocabularies; and is integrated through the company's SOA architecture providing access to terminology and relationships through easy to use web interfaces.

Taxonomy Management in SharePoint
3:30 p.m. - 5:00 p.m.
Moderator: Nikkia Anderson, Senior Information Specialist, Information International Associates, Inc.
Jeff Carr, Senior Manager, Search & Findability, Earley Information Science Adjunct Faculty Columbia University in the City of New York
Paul M. Wlodarczyk, Director, Solutions Consulting, Earley Information Science
Chris McNulty, Senior Product Manager, Microsoft
This in-depth session looks at the core SharePoint information architecture components and how taxonomies and faceted search can improve findability. The first presentation shares tips and techniques for how to leverage taxonomy and metadata to improve navigation and search in your SharePoint portal, and discusses the tool's limitations and potential solutions for complex taxonomic structures and faceted search, including custom development and third-party add-ons. Wlodarczyk explains how hierarchical metadata is not SharePoint's strong suit and shares a range of add-ons and third-party tools for taxonomy and tagging that work in the SharePoint environment. He talks about the technological options, from low-cost web parts to larger tools with multiple taxonomy, tagging and search capabilities. McNulty looks at the new managed metadata services for managing taxonomies, folksonomies, tags, metadata, and content types in SharePoint 2010.

Grand Opening Reception in the Enterprise Solutions Showcase
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 all of the latest in product and service solutions. If you are looking for a particular product, evaluating competing systems, or keeping up with the latest trends and developments, be sure to visit the Enterprise Solutions Showcase.