Full-day Taxonomy Workshop

Taxonomy Fundamentals

Full-day pre-conference workshop at Taxonomy Boot Camp London
Monday, October 15, 2018, 10:00 am – 5:00 pm
Olympia London, Hammersmith Road, Kensington, London W14 8UX United Kingdom
Registration: On the Taxonomy Boot Camp London website (separate from the main conference), £324.
Description on the conference website

Workshop Description

Knowledge organization systems in general and taxonomies in particular are becoming increasingly important and common for organizing and retrieving information. Implementations include content management, digital asset management systems, document management systems, records management systems, library systems, museum and archive systems, web publishing, and data analysis. Through this workshop, participants 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. The workshop also includes exercises on creating terms and relations and live demonstrations of several taxonomy management software products. There is also ample time for questions.


1. Definitions and Types of Taxonomies and other Knowledge Organization Systems

  • Term lists, synonym rings, taxonomies, thesauri and ontology
  • Comparisons of taxonomies and thesauri

2. Applications, Uses, and Benefits of Taxonomies and other Knowledge Organization Systems

  • Internal or external content; indexing and retrieval support
  • Benefits: bringing together synonyms, providing structure for browsing

3. Creating and Wording of Terms

  • Terms vs. concepts
  • Term creation issues
  • Term format and style
  • Complex compound terms vs. simple terms (pre-coordination vs. post-coordination)
  • Term notes and attributes

4. Synonyms, Alternative Labels, Nonpreferred Terms

  • Definitions, purposes, and examples
  • Thesaurus nonpreferred terms vs. SKOS alternative labels
  • Guidelines, sources, and types
  • How many to create

5. Sources for Terms

  • People as sources
  • Content/material to be indexed as sources
  • External reference sources

6. Term Relationships

  • Hierarchical: broader/narrower terms
  • Associative: related terms
  • Customized relationships

7. Hierarchy Designs

  • Examples, purpose, suitability
  • Issues in creating hierarchies
  • Polyhierarchies
  • Hierarchy display options

8. Facet Design

  • Examples, purpose, suitability
  • Facet design options and issues
  • Facets and hierarchies combines

9. Software Tools

  • Types, features, and points of comparison
  • Summary of dedicated thesaurus/ontology manage software products (MultiTes, Synaptica, PoolParty, Data Harmony, Smartlogic Ontology Editor, TopBraid Enterprise Vocabulary Net)
  • Select software live demos

10. Project Process & Management

  • Project planning considerations
  • Project process for different kinds of taxonomies

11. Taxonomy Maintenance and Governance

  • Taxonomy and indexing policy
  • Taxonomy maintenance issues

12. Resources