Past Presentations

For upcoming presentations, visit the Events page.

PDF files of presentation slides are available for most regular presentations, but not for workshops or panel sessions.

“Taxonomies, Categories, and Tags: Controlled Vocabularies in WordPress and Beyond” (link to PDF)
WordCamp Boston 2018
Boston, Massachusetts, July 22, 2018

Creating a Taxonomy from Scratch” webinar
CILIP (Chartered Institute of Library and Information Professionals) 
July 10, 2018

“Taxonomy Consulting” webinar
American Society for Indexing webinar series (purchase recording)
May 22, 2018

“Making a Lasting Impact on Our Profession: 21st Century Standards for Indexes” (link to PDF)
American Society for Indexing Conference
April 28, 2018, Cleveland, Ohio

“Creating Thesauri and Taxonomies”
American Society for Indexing Conference
April 27, 2018, Cleveland, Ohio

Designing & Maintaining Practical Taxonomies” pre-conference workshop
Computers in Libraries Conference
April 18, 2018, Arlington, Virginia

“Customer-Focused Thesauri” CyberTour exhibit hall presentation (link to PDF)
Computers in Libraries Conference
April 16, 2018, Arlington, Virginia

Designing Taxonomies and Metadata for Content Management” post-conference workshop
Gilbane Digital Content Conference
November 30, 2017, Boston, Massachusetts

“Applications of Taxonomy Design Best Practices” moderated panel session
Taxonomy Boot Camp Conference
November 6, 2017, Washington, D.C.

Practical Taxonomy Creation” full-day pre-conference workshop
Association for Information Science and Technology (ASIS&T) Annual Meeting
October 27, 2017, Arlington, Virginia

A Tale of Two Worlds: Designing Controlled Vocabularies to Meet Specific Business Needs” within the session “Doing Taxonomy Right: Advice from Two Experts” (link to PDF)
Taxonomy Boot Camp London
October 17, 2017, London, United Kingdom

Taxonomy Fundamentals” pre-conference workshop
Taxonomy Boot Camp London
October 16, 2017, London, United Kingdom

“Different Controlled Vocabularies for Different Purposes” presentation within the session “Taxonomies and Thesauri in Action” (link to PDF)
American Society for Indexing Annual Conference
June 17, 2017, Portland, Maine

“Thesaurus Creation and Back-of-the Book Indexing Compared” (link to PDF)
Indexing Society of Canada Annual Meeting
June 3, 2017, Montreal, Quebec, Canada

“Introduction to Indexes, Indexing, and Controlled Vocabularies” presentation within the pre-meeting seminar “Indexes for Content Findability: New Trends and Technologies” (link to PDF)
Society for Scholarly Publishing Annual Meeting
May 31, 2017, Boston, Massachusetts

Taxonomy Fundamentals” webinar
Association for Information Science and Technology (ASIS&T) Meet the author series
March 14, 2017

Synonyms, Alternative Labels, and Non-preferred Terms” webinar (a slight variation of the Taxonomy Boot Camp London presentation) (link to PDF)
SLA Taxonomy Division
February 7, 2017

Managing Mature Taxonomies: Resolving Orphan Terms” webinar (link to PDF)
SLA Taxonomy Division
December 12, 2016

“Designing Taxonomies and Metadata for CMS Implementation” post-conference workshop
Gilbane Digital Content Conference
December 1, 2016, Boston, Massachusetts

“How Many Synonyms Should You Have?” (link to PDF)
Taxonomy Boot Camp
November 14, 2016, Washington, D.C.

“Synonyms, Alternative Labels, and Non-preferred Terms” (link to PDF)
Taxonomy Boot Camp London
October 18, 2016, London, United Kingdom

“Taxonomy Fundamentals Workshop”
Taxonomy Boot Camp London
October 17, 2016, London, United Kingdom

“An Introduction to Taxonomies and Thesauri” (link to PDF)
American Society for Indexing Annual Conference
June 17, 2016, Chicago, Illinois

“Multiple Entry Points: Variants and Cross-References in Indexes and Thesauri” (link to PDF)
American Society for Indexing Annual Conference
June 17, 2016, Chicago, Illinois

“A Tale of Two Worlds: Designing Controlled Vocabularies for Meet Specific Business Needs,” part of the “Taxonomy Café” pre-conference workshop
SLA (Special Libraries Association) Annual Conference
June 11, 2016, Philadelphia, Pennsylvania

“Curious Lives of Full-Time Taxonomists” panel
Taxonomy Boot Camp
November 2, 2015, Washington D.C.

“Introduction to Taxonomies and Controlled Vocabularies” Full-day workshop
SLA Annual Conference
June 13, 2015, Boston, Massachusetts

“Topics in Taxonomy Creation” Half-day workshop
American Society for Indexing Annual Conference
April 30, 2015, Seattle, Washington

“Thesaurus Creation and Back-of-the Book Indexing Compared” (link to PDF)
American Society for Indexing Annual Conference
April 30, 2015, Seattle, Washington

“Taxonomy Displays: Bridging UX & Taxonomy Design” (link to PDF)
Content Strategy Seattle Meetup
April 28, 2015, Seattle, Washington

“Managing Terminology: Taxonomy, Thesaurus, or Something In-Between” (link to PDF)
Taxonomy Boot Camp
November 5, 2014, Washington, D.C.

“Taxonomies: Everything you need to know to start a taxonomy from scratch” (link to PDF)
SLA (Special Libraries Association) Annual Conference
June 8, 2014, Vancouver, British Columbia, Canada
Edited version re-presented at: SLA New England Chapter meeting, October 21, 2014, Cambridge, Massachusetts

“Thesaurus Creation and Back-of-the-Book Indexing Compared”
(link to PDF, as updated and re-presented at the ASI national conference in April 2015.)
New England Chapter of the American Society for Indexing
April 12, 2014, Arlington, Massachusetts
Repeated for:
SLA (Special Libraries Association) Taxonomy Division
July 10, 2014, virtual/webinar

“Taxonomy Governance” (link to PDF(just three slides prior to panel discussion)
Metadata Enhancement for Improved Content Management – Taxonomies and Governance Panel
Gilbane Conference
December 3, 2013, Boston, Massachusetts

“Testing Taxonomies” (link to PDF)
Taxonomy Boot Camp
November 5, 2013, Washington, D.C.

“Taxonomies for Auto-Tagging Unstructured Content” (link to PDF)
Text Analytics World
October 1, 2013, Boston Massachusetts

“Structuring Content for the Web: Taxonomies for E-Commerce” (link to PDF)
Gilbane Conference
November 29, 2012, Boston, Massachusetts

Pecha Kucha – Taxonomies & Ontologies: “From Accidental Taxonomist to Accidental Ontologist” (link to PDF)
Taxonomy Boot Camp
October 17, 2012, Washington, D.C.

“Taxonomy Fundamentals Workshop” – Polyhierarchies and Facets (link to Polyhierarchies and Facets PDF excerpt)
Taxonomy Boot Camp
October 16, 2012, Washington, D.C.

“Taxonomies for Text Analytics and Auto-Indexing” (link to PDF
Text Analytics World
October 4, 2012, Boston, Massachusetts

“Mapping, Merging, and Multilingual Taxonomies” (link to PDF)
SLA (Special Libraries Association) Annual Conference
July 16, 2012, Chicago, Illinois
Repeated at:
SLA New England Chapter Fall Conference
October 13, 2012, Southbridge, Massachusetts

“Building Taxonomies for Search and Autocategorization” pre-conference workshop
Enterprise Search Summit
May 14, 2012, New York, New York

“Turning the Tables on Print Textbooks: Opportunities & Challenges in Converting Print Tables of Contents to Digital Taxonomies” (link to PDF)
Henry Stewart DAM NY (Digital Asset Management)
May 11, 2012, New York, New York

“Where and When to use Third-Party Tools: Managing the Term Store and Auto-Classification in SharePoint 2010” (link to PDFlink to .wmv recording)
Concept Searching and Project Performance Corporation Webinar Series: Webinar 3
May 8, 2012, virtual/webinar

“Taxonomy and Thesaurus Creation” pre-conference workshop
American Society for Indexing Annual Meeting
April 19, 2012, San Diego, California

“Creating Multi-Lingual Taxonomies” (link to PDF)
Gilbane Conference
December 1, 2011, Boston, Massachusetts

“Hierarchies & Polyhierarchies: Is More Better?” (link to PDF)
Taxonomy Boot Camp
October 31, 2011, Washington, D.C.

“An Introduction to Enterprise Taxonomies” (link to PDF)
SLA (Special Libraries Association) Annual Conference
June 14, 2011, Philadelphia, Pennsylvania

“Building Taxonomies for Search and Auto-Categorization” pre-conference workshop
Enterprise Search Summit
May 9, 2011, New York, New York

“Building Retail Website Taxonomies: Not as Easy as it Seems” (link to PDF)
Part of the panel session: “Shaking the Tree: Case Studies of Taxonomies in Action”
American Society for Indexing Annual Meeting
April 30, 2011, Providence, Rhode Island

“Taxonomy and Thesaurus Creation” pre-conference workshop
American Society for Indexing Annual Meeting
April 28, 2011, Providence, Rhode Island

“Taxonomy Updating, Combining, and Translating” (link to PDF)
Taxonomy Tuesday
April 19, 2011, Washington, D.C.

“An Introduction to Taxonomies for the Accidental Taxonomist”
SLA Boston Chapter / SLA Taxonomy Division
March 30, 2011, Cambridge, Massachusetts

“Taxonomy Displays” (link to PDF)
SLA Taxonomy Division Webinar
January 20, 2011, virtual/webinar

Pecha Kucha – Enterprise Search & Taxonomies: “Search in the Wind” (link to PDF)
Taxonomy Boot Camp
November 15, 2010, Washington, D.C.

Indexing and Tagging to Improve Discovery: “Taxonomies & Folksonomies” (link to PDF) 
National Federation of Advanced Information Services (NFAIS)
Improving the User Search Experience
October 13, 2010, Philadelphia, Pennsylvania

“From Indexer to Accidental Taxonomist” (link to PDF)
New England Chapter of the American Society for Indexing
October 16, 2010, Lexington, Massachusetts

“Taxonomy Made Easy: An Introduction to Taxonomies for the Accidental Taxonomist”
SLA (Special Libraries Association) Annual Conference
June 16, 2010, New Orleans, Louisiana

“User Interfaces with Taxonomies” (link to PDF)
Usability and User Experience 2010: UXPA-Boston’s Ninth Annual Mini UXPA Conference
June 9, 2010, Waltham, Massachusetts

“Thesaurus Creation vs. Index Creation” poster presentation (photo
American Society for Indexing Annual Meeting
May 14-15, 2010, Minneapolis, Minnesota

“Taxonomy and Thesaurus Creation” pre-conference workshop
American Society for Indexing Annual Meeting
May 13, 2010, Minneapolis, Minnesota

“Tools for Taxonomies” (link to PDF)
Enterprise Search Summit
May 11, 2010, New York, New York

“Taxonomies – How Can They Improve Enterprise Search?”
Boston KM Forum Café – Table-talking KM Challenges
April 29, 2010, Waltham, Massachusetts

“Marketing Your Indexing Business” panel discussion
New England Chapter – American Society for Indexing
April 17, 2010, Chelmsford, Massachusetts

“Cross Mapping Taxonomies”
Earley & Associates Taxonomy Community of Practice
March 3, 2010, virtual/webinar

“Merging or Integrating Multiple Taxonomies” (link to PDF)
Taxonomy Boot Camp
November 20, 2009, San Jose, California

“Taxonomies and Controlled Vocabularies” full-day workshop
Simmons College Graduate School of Library and Information Science Continuing Education
October 24, 2009, Boston, Massachusetts

“Navigation Taxonomies; What Works Well (or Doesn’t) with Your Content System?”
Boston Knowledge Management Forum
June 18, 2009, Waltham, Massachusetts

“Web Site A-Z Indexes”
Boston IA Ten-Minute Accessibility Talks
April 30, 2009, Waltham, Massachusetts

“Creating Web Site Indexes” Half-day seminar
New England Chapter of the American Society for Indexing
March 21, 2009, Worcester, Massachusetts

“Taxonomies for Search & Retrieval” (link to PDF)
LINK Development – corporate seminar
January 5, 2009, Cairo, Egypt

“Getting Off to a Strong Start with Your Search Taxonomy” (link to PDF)
Gilbane Conference on Content Management
December 4, 2008, Boston, Massachusetts

“An Introduction to Taxonomies” (link to PDF)
Society for Technical Communication (STC) Boston Chapter (now New England Chapter) – Technical Editing SIG
November 13, 2008, Bedford, Massachusetts

“Taxonomies for Human Versus Auto-Indexing” (link to PDF)
Taxonomy Boot Camp
September 25, 2008, San Jose, California

“Taxonomy for Search & Discovery”
Boston Knowledge Management Forum
June 25, 2008, Waltham, Massachusetts

“Taxonomy-Powered Discovery” (link to PDF)
Enterprise Search Summit
May 20, 2008, New York, New York

“Taxonomy and Thesaurus Creation” full-day pre-conference workshop
American Society for Indexing Annual Conference
April 30, 2008, Denver, Colorado

“Creating Web A-Z Indexes” (link to PDF)
Society for Technical Communication (STC) SpaceTech Chapter
April 23, 2008, Melbourne, Florida

“The Freelance Taxonomy Business”
New England Chapter of the American Society for Indexing
April 5, 2008, Chelmsford, Massachusetts

“Creating Indexes on Websites and Intranets”(link to PDF)
Special Libraries Association’s Click University webinar program
March 5, 2008, virtual/webinar

“Creating Web Site A-Z Indexes”
Golden Gate Chapter of the American Society for Indexing
November 11, 2007, San Mateo, California

“Making Decisions in Creating Taxonomies”
Taxonomy Boot Camp 2007
November 8, 2007, San Jose, California

Workshop: Website Indexing
Netherlands Indexing Network
August 4, 2007, Driebergen, Netherlands

“Website indexing” Seminar
Society of Indexers 50th Anniversary Conference: Golden Retrievers
July 14, 2007, London, England

“Creating Website Indexes” pre-conference workshop
American Society for Indexing Annual Conference
May 24, 2007, Philadelphia, Pennsylvania

“Designing a Web Site for Freelance Indexing Services”
“Writing for ASI” panel presentation
American Society for Indexing Annual Conference
May 25, 2007, Philadelphia, Pennsylvania

“Teaching Information Findability to Kids”
Simmons College Graduate School of Library and Information Science
March 24, 2007, Boston, Massachusetts

Creating Indexes on Web Sites and Intranets
Society for Technical Communication (STC)
February 7, 2007, virtual/webinar

“Freelance Indexing”
Boston Chapter of the Editorial Freelancers Association
December 5, 2006, Arlington, Massachusetts

“Freelance Indexing”
Central Massachusetts Chapter of the Editorial Freelancers Association
November 15, 2006, Stow, Massachusetts

“Creating A-Z Indexes for Web Sites, Intranets, and Online Courses”
“Findability” Panel
Documentation and Training 2006
October 4, 2006, Boston, Massachusetts

Indexing Nonfiction for Children” panel presentation
Fall conference of the New England Chapter of the American Society for Indexing.
September 30, 2006, Waltham, Massachusetts

“Creating Website Indexes” post-conference workshop
American Society for Indexing/Indexing and Abstracting Society of Canada joint conference
June 17, 2006, Toronto, Ontario, Canada

Designing a Web Site for Freelance Indexing Services
Spring meeting of the New England Chapter of the American Society for Indexing.
April 29, 2006, Chelmsford, Massachusetts

“The Usability of A-Z Indexes for Site Search and Findability”
Annual Boston UPA Chapter Mini-Conference: Usability and User Experience 2006
March 30, 2006, Natick, Massachusetts

“A-Z Indexes for Content Searching”
Fall 2005 CM Pros Summit
November 28, 2005, Boston, Massachusetts

“Web Site Indexing: Techniques and Issues”
Fall Conference of the New England Chapter of the American Society for Indexing.
September 24, 2005, Worcester, Massachusetts

“A-Z Indexes for Superior Site Searching”
Society for Technical Communication (STC) Boston Chapter (now New England Chapter) – Online Information SIG
March 3, 2005, Lexington, Massachusetts

“Controlled Vocabulary in Periodical Database Indexing”
Annual Conference of the Golden Gate Chapter of the American Society for Indexing: Thesaurus Development and Controlled Vocabulary as Indexing Tools
March 21, 1998, Berkeley, California