Taxonomy Bootcamp schedule

Monday 15th November 2010

  • Taxonomy Boot Camp Warm-Up!

    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.

    At 8:00am to 8:45am, Monday 15th November

  • Keynote: Integrating Folksonomies With Traditional Metadata

    by Thomas Vander Wal

    Thomas Vander Wal, Principal, InfoCloud Solutions, Inc
    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!

    At 9:10am to 10:00am, Monday 15th November

    Coverage slide deck

  • Visualizing Taxonomies

    Dave Clarke, CEO, Synaptica International
    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.

    At 10:00am to 10:15am, Monday 15th November

  • Enterprise Taxonomy: A Vision

    by Lee Romero

    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.

    At 10:30am to 10:50am, Monday 15th November

  • Taxonomy 101: Designing & Building Taxonomies

    Gary Carlson, Principal, Gary Carlson Consulting
    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.

    At 10:30am to 12:00pm, Monday 15th November

  • Building a Practical Semantic Framework for Data Integration

    Seth Earley, President, Earley & Associates Inc.
    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.

    At 10:50am to 11:10am, Monday 15th November

  • Taxonomy Case Studies: SNC-Lavalin Infozone

    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, Senior Principal, Project Performance Corporation

    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.

    At 11:10am to 11:35am, Monday 15th November

  • Inter-American Development Bank Institutional Knowledge Repository Controlled Vocabularies

    Kyle Strand, Knowledge and Learning Specialist, Knowledge Management Division, Inter-American Development Bank
    Joseph A. Busch, Senior Principal, Project Performance Corporation
    Aline Martinez, Taxonomist / Search Lead, Earley & Associates

    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.

    At 11:35am to 12:00pm, Monday 15th November

  • The Curious Lives of Full-Time Taxonomists

    Zachary R Wahl, Director of Information Management, Project Performance Corporation
    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).

    At 1:15pm to 2:00pm, Monday 15th November

  • Web Facing Taxonomies vs. Enterprise Taxonomies: Two Sides of the Same Coin?

    Joseph A. Busch, Senior Principal, Project Performance Corporation

    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.

    At 2:00pm to 2:30pm, Monday 15th November

  • The Semantic Web: Down to Business

    Michael Uschold, Independent Consultant

    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.

    At 2:30pm to 3:00pm, Monday 15th November

  • Open-Source Tools for Ontology-Based Knowledge Systems

    August Jackson, Market Intelligence Manager, Verizon
    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.

    At 3:15pm to 3:45pm, Monday 15th November

  • Advanced Knowledge Representation for Know-How and Know-What

    by Tom Reamy

    Tom Reamy, Chief Knowledge Architect, KAPS Group

    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.

    At 3:45pm to 4:20pm, Monday 15th November

  • Automated Profiling & Metadata Generation

    Denise A.D. Bedford, Goodyear Professor of Knowledge Management, Kent State 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.

    At 4:20pm to 4:45pm, Monday 15th November

Tuesday 16th November 2010

  • Taxonomy Design

    by Joseph Busch, Shawn Fielding, Russell Heimlich and Michael Piccorossi

    Michael Piccorossi, Director of Digital Strategy and IT, Pew Research Center
    Joseph A. Busch, Senior Principal, Project Performance Corporation
    Zachary R Wahl, Director of Information Management, Project Performance Corporation
    Tatiana Baquero, Principal Knowledge Management Analyst, Project Performance Corporation
    Shawn Fielding
    Russell Heimlich, Web Developer, Pew Research Center

    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

    At 2:15pm to 3:00pm, Tuesday 16th November

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