Full-day Taxonomy Workshops

Rome, Italy, March 25, 2019
Cleveland, Ohio, USA, June 15, 2019

Taxonomy and Metadata Design

Full-day workshop organized by Technology Transfer
Monday, March 25, 2019
Residenza di Ripetta, Via di Ripetta 231, Rome, Italy
Registration: Technology Transfer website registration page
Workshop description on the Technology Transfer website

Workshop Description

A core part of a knowledge management or content management plan is an integrated taxonomy and metadata strategy. Content that is tagged with metadata, supported by a taxonomy, becomes more manageable, findable, discoverable, and sharable. Metadata is broader than a taxonomy, but a taxonomy is deeper than metadata alone.

Taxonomies and descriptive metadata should be designed in combination. Taxonomies and metadata also need to be designed to best represent the unique content set and its particular users. A licensed taxonomy from an external source is rarely appropriate. This one-day seminar provides the basics in best practices for designing and building a taxonomy and a broader descriptive metadata schema that supports findability and discoverability.

This seminar considers all implementation of metadata and taxonomies, whether for internal/enterprise knowledge management or for customer-facing Web content management, whether for manual or auto-tagging, and whether in a content management system, document management system, digital asset management system, SharePoint, or an internally developed database.

What You Will Learn

  • The types, benefits, uses of taxonomies
  • How to determine what kind of taxonomy is right for your implementation
  • What resources to use in developing a taxonomy
  • How to design a set of metadata properties that will be appropriately usable and useful
  • How to develop taxonomy terms/metadata values and synonyms that best serve the users
  • How to correctly structure hierarchical relationships between taxonomy terms
  • How to design a faceted taxonomy with consideration of the user interface
  • What should be included in a taxonomy/metadata governance plan
  • What software tools are available for taxonomy management

Who Shall Attend

Knowledge managers, content managers, information managers, digital asset managers, knowledge architects, information architects, librarians, records managers, archivists, search specialists, user experience designers, new taxonomists, and any IT managers or business managers overseeing a taxonomy project.

Workshop Outline

  1. Introduction to Metadata and Controlled Vocabularies
    • Definitions
    • Types, Examples, and Uses
    • Standards and Models
  1. Tagging and Categorizing
    • Tagging
    • Categorizing
    • Categories vs. Tags
    • Auto-Classification
  1. Planning and Design of Metadata and Taxonomy
    • Building vs. Buying a Taxonomy
    • Identifying Candidate Metadata and Vocabularies
    • Determining Controlled Vocabulary Types
    • Determining Metadata Rules and Governance
    • Testing Controlled Vocabularies
  1. Developing Terms and Relationships
    • Creating and Wording of Terms
    • Creating Synonyms
    • Creating Hierarchical Relationships
  1. Taxonomy Structural Design
    • Hierarchical Taxonomy Design
    • Faceted Taxonomy Design
  1. Taxonomy Implementations
    • Testing and Validation
    • User Interface Displays
    • Integration with Search
    • Multilingual Taxonomies
    • Interoperability and Mapping
  1. Taxonomy Management Software
  1. Resources


Introduction to Taxonomy Design & Creation

Full-day pre-conference education session (workshop) of the SLA annual conference
Saturday, June 15, 2019
Huntington Convention Center, 300 Lakeside Ave E, Cleveland, Ohio 44114
Registration: SLA conference registration page
Fee: $225 SLA members; $415 nonmembers (separate from the main conference registration)

Workshop Description

Taxonomies are becoming increasingly important and common for organizing and retrieving information. Implementations include library systems, museum and archive systems, digital asset management systems, content management systems, document management systems, records management systems, web publishing, and data analysis. Through this workshop, information professionals can go beyond a basic understanding about taxonomies and learn the practical aspects of designing and creating taxonomies and thesauri so that they can take on or manage a taxonomy development project. Standards and best practices are important, but do not cover every situation, and there are numerous occasions when different factors need to be considered in making decisions in designing and creating taxonomies. This workshop provides guidance in making those decisions.

What You Will Learn

  • How to develop taxonomy terms and relationships between terms based on standards, best practices, and other considerations.
  • How to choose a taxonomy type and design a taxonomy structure to suit user needs.
  • How to manage and maintain a taxonomy.

Workshop Outline

  1. Definitions & Types of Controlled Vocabularies
    – Term list, synonym ring, authority file, taxonomy, thesaurus, and ontology
    – Comparisons of taxonomies and thesauri
  1. Applications, Uses, Benefits of Taxonomies and Other Controlled Vocabularies
    – Supporting both indexing and retrieval and for both search and browse
    – Benefits including resolving synonymy and polysemy, illustrated with examples
  1. Creating & Wording of Terms
    – Focusing in practical decisions and issues in term creation: whether to include a concept, choosing the preferred label, term format and style, distinguishing between terms with the same name, pre-coordination and post-coordination, term notes and attributes, terms in multiple languages
  1. Synonyms, Alternative Labels, Nonpreferred Terms
    – Differentiated in the thesaurus model and the SKOS model
    – Practical issues of when and how many to create in different circumstances
  1. Sources for Terms
    – Sources from content, people (stakeholders and users), and external reference sources
  1. Term Relationships
    – Hierarchical relationships
    – Associative (related-term) relationships
    – Customized, semantic relationships
  1. Structural Design
    – Suitability of structures, decision issues, information architecture considerations

    • Structural design of hierarchies
      – issues of depth and breadth, arrangement of the hierarchy, and display options
      – polyhierarchy advantages and disadvantages
    • Faceted taxonomies
      – definition, examples, advantages and disadvantages, design options and issues, design tips
    • Combinations of hierarchies and facets
  1. Software Tools
    – Major taxonomy/thesaurus/ontology management software vendors
    – Select live demos (as time allows)
  1. Project Process and Management
    – Project planning considerations
    – Different approaches for different types of taxonomies
  1. Governance
    – Taxonomy editorial policy for maintenance, indexing policy
    – Taxonomy maintenance issues