Conference Taxonomy Workshops

Upcoming pre-conference workshop on taxonomy creation:

Taxonomy Design and Creation

Half-day pre-conference workshop of IntraTeam: European DEX Conference
Monday, March 2, 2020, 1:00 – 4:00 pm (13:00 – 16:00)
 Radisson BLU Scandinavia, Copenhagen, Denmark
Workshop fee: €550 for one single full day (entry to both a morning and afternoon workshop). Price per day is less, if purchasing a ticket for two or three days. Danish and Swedish Intrateam networking group member discounts and local currency prices available. Single day price increases to €590 after January 11.
Registration link

Workshop Description

Taxonomies are key to providing information findability in an intranet, whether through search, browse, or as filters. To be truly helpful, however, taxonomies need to be well designed to suit the users and use cases and by conforming to taxonomy best practices and standards. This workshop will present best practices principles in designing taxonomies, including the basics of terms and relationships along with structural design issues, independent of any software or platform. The workshop will also include practical exercises and demo the use of dedicated taxonomy management software.

Workshop Outline

  • Introduction to metadata and controlled vocabularies
    • Definitions
    • Types, examples, and uses
    • Standards
    • Indexing and tagging
  • Planning and design
    • Identifying candidate metadata and vocabularies
    • Determining controlled vocabulary types
    • Determining metadata rules and governance
    • Design for categories vs. tags
  • Developing taxonomy terms and relationships
    • Creating and wording of terms
    • Synonyms
    • Sources for terms
    • Hierarchical relationships
  • Taxonomy structural design
    • Hierarchical taxonomy design
    • Faceted taxonomy design

Designing & Maintaining Practical Taxonomies

Half-day pre-conference workshop of Computers in Libraries
Monday, March 30, 2020, 1:00 – 4:00 pm
Hyatt Regency Crystal City, Arlington, Virginia (Just one mile from Washington Reagan National Airport)
Workshop fee: $199 (by February 28)
Registration form

Workshop Description

Information professionals are increasingly finding reasons to create taxonomies or related knowledge organization systems. They may need to classify a special collection or local archives, develop a thesaurus to index a local or institutional periodical, create a controlled vocabulary for tagging pages or posts in a web content management system, or merely categorize a large collection of resource links. This workshop provides instruction and best practices tips on designing and maintaining taxonomies for practical use. Design considerations include whether to create a taxonomy or thesaurus; whether a taxonomy should be primarily hierarchical or faceted; how large it should be; whether synonyms/variants are needed and if so, how many; what the sources are for the terms; and what the guidelines are for properly creating hierarchical relationships.

Workshop Outline

  • Introduction, definitions, types, uses, benefits
  • Creation and wording of terms
  • Sources for terms
  • Synonyms, alternative labels, non-preferred terms
  • Term relationships
  • Structural design: hierarchies and facets
  • Maintenance and governance
  • Taxonomy management software
Heather Hedden presenting a pre-conference workshop at SEMANTICS Karlrsuhe 2019
Heather Hedden presenting a pre-conference workshop at SEMANTICS Karlrsuhe 2019