Conference program chair Stephanie Lemieux welcomes attendees to the start of Taxonomy Boot Camp 2019!

Electronic Arts (EA) has been developing a content graph in support of personalization programs since 2014, reconfiguring working teams around this strategic initiative. This has required re-thinking significant aspects of the content strategies, content engineering efforts, and content operations at EA. Eamonn presents the approach taken to build a solid foundation of content models, metadata, and supporting taxonomies. While far into this journey, EA has a long way to go. Hear about the challenges it has encountered along the way and the opportunities it sees in the future.

This session provides an introductory understanding for those relatively new to taxonomy design and implementation, providing a strong foundation of terms, concepts, and approaches in order to ensure maximum value from the remainder of the conference. The session defines taxonomies and discusses the value they offer through a series of examples and case studies. Wahl and Cakici also cover common approaches and methodologies for taxonomy design, implementation, and maintenance, including a review of the role of technologies within the space.

What does it take to sell a taxonomy project? How do you explain the business case and benefits a taxonomy will bring to your organization? Lambe discusses how to determine the pain points to be solved and how to link taxonomy work to business needs. He covers how to frame and pitch the business case for your project to management, as well as clearly identify measures of effectiveness that can improve success.

Vocabulary development is generally done for a specific purpose: to index documents, structure website navigation, arrange products for ecommerce, etc. The process of building and validating a vocabulary can circumscribe a domain in a structured way useful for modeling information environments and provide a useful jumping-off point for validation. This validation step is crucial to this process: the negotiation between taxonomic thinking and the point of view of subject matter experts, users, content owners, and other stakeholders. Hear how the process of vocabulary construction and validation can help outline and structure a domain, be a paradigm for discovery, and define the scope of your project within the larger domain.

Few have the privilege of creating their taxonomy from scratch. Working with existing taxonomies typically involves using terms, definitions, and a structure developed by other people who may not be available for consultation. They are often already entrenched in an organization’s workflow and can be difficult to change on a macro level. This talk shares strategies for adjusting to an existing taxonomy, including ways to get up to speed on its general philosophy and specific terms. Ammerman also discusses how to deal with taxonomies that do not conform to standards and how to determine which changes are worth fighting for.

Every successful taxonomy project relies on working closely with people. This often involves groups with different backgrounds and levels of taxonomy familiarity. How do you prepare people to give meaningful feedback? How do you elicit, aggregate, and track their input? What is the best way to socialize the outcomes to a wider audience? Learn how to run successful kickoff meetings, framework workshops, and stakeholder review sessions. Jenkins also reviews useful templates and online tools for soliciting input from larger groups, helping you reduce cat herding and get all your taxonomy ducks into well-ordered rows.

Just over a year ago USAA set out to fix a top employee pain point: finding company documents and procedures in the enterprise knowledgebase. After an initial project realized dramatic improvements in search performance metrics and employee feedback, a year-long effort was undertaken to accomplish this across the enterprise. Now USAA has built a permanent Knowledge Management Findability Experience function and department. Bowling gives an inside look at building this function from the ground up, including intimate views of documented taxonomy sustainment and creation processes, update requests, roles, and metrics.

Taxonomies are born into a world of change and need to be regularly updated in order to remain relevant and useful. Governance is the tool that can move your taxonomy team from a state of reactivity and fire drills to a state of controlled and measured taxonomy optimization. Using real-world examples, Chao shares five governance components that should be included in every governance plan as well as a governance assessment framework that you can use to assess maturity, identify gaps, and determine next steps to take your taxonomy governance to the next level.

A taxonomy is useful only when it is properly tagged to content, which is not always a given! Hedden and Casey look at various issues in tagging with a taxonomy, including the benefits and drawback of manual vs. automated tagging and how taxonomy design can suit the method of tagging. Tagging interfaces and rules are also important, whether system-enforced or as policy. Black discusses how to manage large tagging projects when a taxonomy must be applied quickly to large collections of content for new system launches, such as a DAM or CMS. Hear about bulk tagging approaches, training short term-tagging teams, and doing tagging quality assurance.

Large content sets, distributed authoring environments, and multiple websites built on different platforms make applying consistent and accurate metadata very challenging. Intel is implementing enterprise taxonomy and metadata standardization to address these issues with the end goal of improving data quality. The speakers share Intel's approach to increasing metadata quality across a diverse content ecosystem. Learn how they developed a content tagging strategy involving a diverse set of stakeholders to collect more accurate and consistent metadata from content owners.

With a deep library of clips from blockbuster franchises and acclaimed cinematographic masterpieces, Sony Pictures Entertainment (SPE) runs a thriving footage licensing business. But for customers to find the clips they need for their projects, rich, taxonomy- driven metadata capturing the themes of each clip is essential. That’s why SPE launched its taxonomy and metadata enrichment initiative, scaling the project with AI. This session showcases concrete examples of how AI can support information professionals in building their taxonomy and illustrate its benefits in the context of business-critical search functions.

Hear about how Travelers Insurance iteratively aligned siloed taxonomies to create a broader enterprise view. This new approach will serve many business needs including improved search and automation of existing manual efforts related to taxonomy maintenance and implementation. Fisher and Doughty show how the original, dated taxonomy was moved from a document to a taxonomy management platform to support integration with many technologies. Also hear how an enterprise governance group was established along with extensive taxonomy and ontology training for all governance team members and power users to ensure the success and maintenance of the enterprise taxonomy.

Are these for walking or swimming? Would you call this a pump? In a retail taxonomy, sometimes it’s just not easy to tell where something should go or what it is. Lee provides some good strategies for placing those hard-to-classify items.

A big challenge in taxonomy work is helping leadership and subject matter experts connect taxonomies to the fundamental workings of their organization or system. Object models are the bridge between detailed, effective taxonomies and high-level user requirements. Using a simple and easy-to-learn visual language, object models can help you quickly sketch an entire organizational unit or the key parts of a system in a way that everyone in the room—from developers to CEOs—can view together and understand. Learn this unique approach to taxonomy generation and hear case studies of successful taxonomy creation using object model workshops, which help make taxonomy more accessible to organizational leaders, resulting in greater support and alignment.

Organizations often struggle with ontology development and fully leveraging the many benefits they offer, including user interface enhancements, machine learning, and AI. White provides observations and insights on the most practical approaches that organizations can use to transform an existing taxonomy into an ontology. Methodologies focus on techniques and best practices rooted in information science and real-world findings. Hear about facet analysis, semantic relationships used in taxonomies and ontologies, and the overall business value of an ontology.

Different taxonomies have different purposes in product data management, such as classification, navigation, and syndication. Many companies use their ERP or financial taxonomy to manage product information when there are better ways to achieve success from both the internal and external customer perspectives. Mapping and managing between taxonomies and attribution schemas and keeping them clean are essential for good product data. Chantal discusses best practices for managing product taxonomy and the challenges of managing them in an integrated manner for the best customer experience.

Imagine joining a UK government project as its first-ever taxonomist against the backdrop of Brexit, creating huge uncertainty at every level. At a time of great upheaval in politics, the economy and law, how do you make sure your little taxonomy niche doesn't get overlooked? Lippell will pass on her experience, tips and tricks that she used to help bring colleagues to a shared understanding of the benefits of taxonomies in digital content delivery for government. When content priorities and outcomes change by the hour, tagging and metadata are even more essential than usual. If you can keep your head when all around are losing theirs, then you might be a taxonomist.

Knowledge graphs are everywhere! Google has one, Amazon also, and of course Microsoft has one too. Gartner has identified knowledge graphs as new key technologies in its Hype Cycle for Artificial Intelligence. So, what is a knowledge graph? Do we have to be afraid that we have to throw away all we built over the last years and decades? What can we do with it? Will we have to feed it? How can we tell if it is healthy and can help us? What can we use it for? In his talk Nagy addresses those questions and tries to demystify this new phenomenon.

Chat or voice conversation between agent and customer can be a black hole. In the modern intelligent customer operations center, interactions between agent and customer are a source of rich information that helps agents to improve the quality in real time, creates more sales, and provides far better analytics for management. This is enabled by taxonomy, speech recognition, entity extractors, and machine learning to classify chats in various ways in a real-time knowledge graph that knows (and stores) everything about customers and agents. Hear how graph-based technology can be used to improve quality of conversations, increase sales, and improve business visibility.

You can have the best taxonomy or ontology in the world, but if the IT team doesn’t know about it, or won’t implement it, what’s the point? Come hear this all-star panel talk about how they successfully partnered with data architects, developers, and project managers to get integrated into development workflows. Learn what words to use when working with IT, documents to provide, cost-saving estimates to promise, and more.