Agenda
View the Taxonomy Boot Camp Advance Program PDF
View the Advance Program PDF for Taxonomy Boot Camp PLUS its co-located events!
- Monday Nov 6
- Tuesday Nov 7
Taxonomy Fundamentals
Taxonomy Applications
Sessions
8:00 AM
9:00 AM
9:10 AM
Keynotes
Length: 50 Minutes
Speaker(s):
Dean Allemang, Principal Solutions Architect, data.world
Dean Allemang, Principal Solutions Architect, data.world
Description: Taxonomies and ontologies have had an uncertain relationship for a while now: Is a taxonomy just a special kind of ontology? Is an ontology what a taxonomy wants to be when it grows up? Are they different kinds of things that work better together? Building on lessons learned in a variety of ontology and taxonomy projects in various industries, Allemang proposes a design pattern for the division of labor between taxonomies and ontologies. Aside from its confirmation through a number of industry applications, this pattern also provides opportunities for AI automation that enhance, rather than replace, the role of human expertise in knowledge frameworks.
10:00 AM
10:15 AM
Taxonomy Fundamentals
Length: 1 Hour 45 Minutes
Speaker(s):
Heather Hedden, Knowledge Manager, Semantic Web Company
Heather Hedden, Knowledge Manager, Semantic Web Company
Description: This introductory taxonomy tutorial covers key concepts to get you up-to-speed for the rest of the conference or helps prepare you to take on a role in a taxonomy project. Topics include the various uses and benefits of taxonomies, comparisons, and suitable applications of different types of taxonomies/controlled vocabularies (hierarchical, faceted, thesauri, and ontologies); taxonomy standards; the relationship of taxonomies to metadata; sources for taxonomy concepts; best practices for developing terms and their relationships; and tools for creating and managing taxonomies.
Taxonomy Applications
Length: 1 Hour 45 Minutes
Speaker(s):
Patrick Lambe, Principal Consultant, Straits Knowledge
Deepa Srinivasan, President, Vision Planning and Consulting
Joy Leonard, Veterinary Data Taxonomist, Bitwerx
Stephanie Lemieux, President & Principal Consultant, Dovecot Studio
Elliot McNally, Archives Manager, The Coca-Cola Company
Patrick Lambe, Principal Consultant, Straits Knowledge
Deepa Srinivasan, President, Vision Planning and Consulting
Joy Leonard, Veterinary Data Taxonomist, Bitwerx
Stephanie Lemieux, President & Principal Consultant, Dovecot Studio
Elliot McNally, Archives Manager, The Coca-Cola Company
Title: Developing a Global Disaster Resilience Lexicon for Multi-Agency Use
Time: 10:15 AM - 10:40 AM
Description: Many taxonomy projects assume a single organizational purpose and business case, and the standard methodology for development is based on that assumption. What happens when you want to develop a shared vocabulary for multi-agency use, such as measures to address the effects of climate change, especially where the vocabulary crosses multiple disciplines, communities, and use cases? Lambe and Srinivasan describe developing a global lexicon with a multi-disciplinary team at the Coalition for Disaster Resilient Infrastructure (CDRI) and how its design seeks to support knowledge exchange among the different groups working on one of the most significant challenges of our time.
Title: How Taxonomy & a Graph Improved a Veterinary Enterprise Reporting System
Time: 10:40 AM - 11:05 AM
Description: Veterinary partner groups face many challenges with revenue reporting: Each practice has long established and personalized code lists and often use a wide range of practice management software. Consolidating on one software provider and converting established codes to a central code system are costly and disruptive to in-clinic personnel and run the risk of historical data loss. Leonard describes how Bitwerx solved these challenges, establishing uniform mapping conventions, curating a robust granular taxonomy, training machine and human resources to map incoming data to this taxonomy, and introducing a graph database to deliver custom reporting.
Title: Presentation Coming Soon
Time: 11:05 AM - 11:30 AM
Description: Check back soon for details.
Title: Refreshing History: Enriching Taxonomy & Metadata for the Coca-Cola Archives
Time: 11:30 AM - 11:55 AM
Description: How do you organize more than 125 years of brand history in a way that helps preserve heritage but also supports an ever-increasing use of archival materials for exposition, new marketing, legal research, and everything in between? McNally and Lemieux describe a recent project to enrich the taxonomy and metadata for Coca-Cola’s collection management system. Hear about how taxonomies for archives and museums can be different from other contexts and the challenges of adopting external standards for corporate content (Getty Art & Architecture Thesaurus). They also present their methods for updating the metadata and creating an authority file for more than 180,000 records using bulk processes and NLP tools.
12:00 PM
1:00 PM
Taxonomy Fundamentals
Length: 30 Minutes
Speaker(s):
Mary Katherine Barnes, Sr. Manager, ICP
Mary Katherine Barnes, Sr. Manager, ICP
Description: Barnes compares and contrasts two projects: one for a museum and archives and the other for a retail/ecommerce establishment where system-specific taxonomies and metadata schemas were developed. Hear how stakeholder engagement affected each project and their final deliverables. Learn about the creation process, current state analysis, feedback sessions, and lessons learned along the way for each of the two taxonomy projects, and best practices for maintaining and evolving taxonomies to ensure they stay relevant.
Taxonomy Applications
Length: 30 Minutes
Speaker(s):
Anne-Laure Jousse, Taxonomist, & Product Owner, Clinia
Madi Weland Solomon, Client Solutions & Services, Graphifi
Anne-Laure Jousse, Taxonomist, & Product Owner, Clinia
Madi Weland Solomon, Client Solutions & Services, Graphifi
Description: Fragmented healthcare systems and disparate information sources make medical references difficult to navigate for both internal and external stakeholders. Knowing which specialist to reference and in which regional hospital or healthcare center came down to personal knowledge and local directories. Clinia’s Health Directories helped solve this problem by using taxonomies and ontologies in a knowledge graph for search and navigation services. Its multilingual directories are now accessed by more than 3 million users through third-party apps in North America. Solomon and Jousse speak about their process of creating and building an ontology of 10,000 medical concepts with 30,000 relationships for the knowledge graph.
1:30 PM
Taxonomy Fundamentals
Length: 30 Minutes
Speaker(s):
Bonnie Bowes, Taxonomist, Checkatrade
Sarah Downs, Director, Client Solutions, Synaptica LLC, USA
Bonnie Bowes, Taxonomist, Checkatrade
Sarah Downs, Director, Client Solutions, Synaptica LLC, USA
Description: As enterprises wrangle Big Data, taxonomy teams need to work at increasing scale to meet their organization’s challenges. This requires adopting new, data-driven ways of working, embracing new technologies, and integrating metrics-driven thinking into the work of taxonomy teams. Using case studies, Bowes and Downs explore the ways taxonomy teams can rise to the challenge of managing big data with small teams, including building a business case, rapidly hiring and mobilizing a team, embracing new tools, and collecting metrics across the taxonomy workflow.
Taxonomy Applications
Length: 30 Minutes
Speaker(s):
Bonnie Griffin, Taxonomist, PayPal
Bonnie Griffin, Taxonomist, PayPal
Description: When starting a new taxonomy role, people sometimes assume that developing a large taxonomy for an ever-growing and changing body of content is the most daunting task they face. In reality, taxonomy building can be pretty straightforward compared to everything else that surrounds it, such as securing necessary resources for implementation amidst competing priorities, continually re-introducing the value of taxonomy as generative AI captures attention, navigating turnover and reorganizations, gaining supporters by compiling use cases and pain points, and winning a spot on the road map. Griffin reviews her strategy in advocating for taxonomy-driven solutions and identifies successful approaches for building buy-in and missed opportunities in the context of customer operations for financial services.
2:00 PM
Taxonomy Fundamentals
Length: 30 Minutes
Speaker(s):
Laurie Gray, Principal Consultant, Enterprise Knowledge
Kate Vilches, Knowledge Management Lead, Ulteig
Laurie Gray, Principal Consultant, Enterprise Knowledge
Kate Vilches, Knowledge Management Lead, Ulteig
Description: Launching a new taxonomy is a large undertaking that requires cross-organizational coordination and communication. Many corporate taxonomy projects have extra challenges around change and communication, as their taxonomies can reflect oft-changing external language for clients as well as internal language for enterprise data reporting and tracking. Vilches and Gray share their experiences in designing and implementing enterprise taxonomies at their respective service organizations. Hear about using change management to transcend corporate gravity and maximize adoption, using cross-functional planning to provide stakeholders with an exhilarating experience, and telling the story of taxonomy across the organization and throughout the taxonomy lifecycle in a way that truly gets people on board.
Taxonomy Applications
Length: 30 Minutes
Speaker(s):
Heather Hedden, Knowledge Manager, Semantic Web Company
Amber Simpson, Senior Manager, KM & Capacity, Walmart
Heather Hedden, Knowledge Manager, Semantic Web Company
Amber Simpson, Senior Manager, KM & Capacity, Walmart
Description: There is a growing need within skills-based organizations to align employee training with skills and roles. Taxonomies can help provide a foundation to align skills to learning content. Simpson discusses Walmart’s current effort to push learning content to associates by providing them skills for their current and next role and recommend learning paths. Hedden looks at issues involved in coming up with taxonomy of skills, the importance of considering the different users of a skills taxonomy, how skills can be linked to roles in a simple ontology, and the challenges in application frontend design.
2:30 PM
Taxonomy Fundamentals
Length: 30 Minutes
Speaker(s):
Erik Lee, Taxonomist/IA, Factor Firm LLC
Erik Lee, Taxonomist/IA, Factor Firm LLC
Description: Business changes create taxonomy changes, but what happens when the business needs to maintain both the old taxonomy and the new one? Lee examines an enterprise client making large, structural changes to its organizational structure taxonomy after a major business pivot. Updating the organizational structure taxonomy is important for business operations and analytics, while the company also needs to map back to the previous structure for historical analytics and budget tracking purposes. Even more challenging, the mapping needs to be human-readable and accessible, while allowing for possible future automation. Learn how to balance business needs and limitations with best-practice principles, and how to devise a process for mapping the updated structure back to the previous one.
Taxonomy Applications
Length: 30 Minutes
Speaker(s):
Sarah Downs, Director, Client Solutions, Synaptica LLC, USA
Briana Vann, Privacy Taxonomist, Meta
Sarah Downs, Director, Client Solutions, Synaptica LLC, USA
Briana Vann, Privacy Taxonomist, Meta
Description: With privacy an increasing focus of regulators and consumers worldwide, organizations need to find scalable ways to integrate privacy controls into their technology stack. Taxonomy and ontology can serve as privacy-enabling technology. Using specific case studies, Vann and Downs explore different methods for enabling privacy controls through taxonomy or ontology as well as the pros and cons of each.
3:00 PM
3:15 PM
Taxonomy Fundamentals
Length: 1 Hour
Speaker(s):
Michael Barkin, Consultant, Factor
Sara Ingham, Information Architect and User Researcher, Factor
Michele Ann Jenkins, Senior Consultant, Dovecot Studio, Canada
Michael Barkin, Consultant, Factor
Sara Ingham, Information Architect and User Researcher, Factor
Michele Ann Jenkins, Senior Consultant, Dovecot Studio, Canada
Description: Even if you follow all standards and best practices for taxonomy and metadata design, you can’t know for sure if a system is working until after it's in production. Jenkins reviews her approach to auditing and improving a taxonomy 1 year after launching a taxonomy-driven website, looking at term looking at metrics, stakeholder feedback, and governance challenges. Ingham & Barkin discuss the pillars of metadata quality (completeness, accuracy, and consistency), sharing a recent experience operationalizing in the context of enterprise digital content management. They cover metadata, quality metrics, and the role of automation in addressing issues.
Taxonomy Applications
Length: 1 Hour
Speaker(s):
Bob Kasenchak, Information Architect, Factor Firm
Rachael Maddison, Product Manager, Adobe
Bob Kasenchak, Information Architect, Factor Firm
Rachael Maddison, Product Manager, Adobe
Description: Machine learning (ML) is hungry for content—and starving for structured data. Your taxonomy program is stuffed with specific domain-, industry-, and company-relevant structured data: Therefore, the machine learning team is, sooner or later, coming for your taxonomy. But not all taxonomies are well-suited to ML applications. How can taxonomists be good partners for ML—and not just data sources? Kasenchak outlines the kinds of taxonomies good (and bad) for machine learning and some advice on how to prepare for working with ML teams. Maddison reviews two machine learning use cases in place at Adobe, including how they train ML to auto-tag creative intent and how ML uses taxonomy to make content recommendations and product recommendations to customers.
4:15 PM
Taxonomy Fundamentals
Length: 45 Minutes
Speaker(s):
Tatiana Baquero Cakici, Senior KM Consultant, Enterprise Knowledge, LLC
Daniel Canter, Learning & Knowledge Management, ASML
Tatiana Baquero Cakici, Senior KM Consultant, Enterprise Knowledge, LLC
Daniel Canter, Learning & Knowledge Management, ASML
Description: ASML, leading supplier to the semiconductor industry, set off on an adventure to design and implement an enterprise taxonomy to improve the productivity and “findability” of its information and expertise. In this deep dive case study, hear about their taxonomy project approach, including customized taxonomy development, system selection, tagging strategy, and integration in priority systems. Canter and Cakici highlight the leading use cases for the taxonomy, as well as the challenges, successes, and lessons learned on the journey that led to successful implementation and adoption. Learn how ASML plans to leverage the implementation to centralize and automate taxonomy management and what steps they are taking to continue integration across the organization.
Taxonomy Applications
Length: 45 Minutes
Speaker(s):
Wytze Vlietstra, Senior Knowledge Scientist, Elsevier
Wytze Vlietstra, Senior Knowledge Scientist, Elsevier
Description: Elsevier aims to streamline taxonomy production by creating a shared infrastructure supported by AI-based decision support tools. Vlietstra explains the components of this infrastructure, which include a candidate pool for incoming candidate terms. Here candidates are enriched with analytics and other AI-based decision support tools, such as a synonym suggestion classifier, a term categorization classifier, an ambiguity scorer, and a hierarchical relationship suggestor. Also hear about the taxonomy management system in which domain-specific branches are maintained, and the taxonomy compiler, which chooses from the modules to create taxonomies for specific products.
5:00 PM
Taxonomy Fundamentals
Length: 1 Hour 30 Minutes
Description: Celebrate the grand opening of the Enterprise Solutions Showcase. Enjoy drinks and light bites while visiting with conference sponsors.
8:00 AM
8:30 AM
Keynotes
Length: 1 Hour
Speaker(s):
Dion Hinchcliffe, VP & Principal Analyst, Constellation Research
Dion Hinchcliffe, VP & Principal Analyst, Constellation Research
Description: In today's fast-paced and data-driven business environment, disruptive and innovative technologies like generative AI, automation, and machine learning are playing a crucial role in accelerating digital transformation across all industries. They are changing the way organizations innovate, operate, and work. With proof points like ChatGPT, generative AI will soon enough have a significant competitive impact on revenue as well as the bottom line. With the power of AI that can help people broadly synthesize knowledge, then rapidly use it to create results, businesses can automate complex tasks, accelerate decision making, create high-value insights, and unlock capabilities at scale that were previously impossible to obtain. Most industry research agrees with this, including one major study that recently determined that businesses in countries that widely adopt AI are expected to increase their GDP by 26% by 2035. Moreover, the same study predicts that the global economy will benefit by a staggering $15.7 trillion in both revenue and savings by 2030 thanks to the transformative power of AI. As a knowledge worker and KM leader, embracing generative AI technology can deliver a wide range of new possibilities for an organization, helping it ,to stay competitive in an ever-changing marketplace while achieving greater efficiency, innovation, and growth. Hear what CEOs are saying and get our experienced analyst’s insights on delivering the value of generative AI in the enterprise while navigating the challenges.
9:30 AM
Keynotes
Length: 15 Minutes
Speaker(s):
Dave Clarke, Founder, Synaptica LLC, USA
Dave Clarke, Founder, Synaptica LLC, USA
Description: Taxonomies have evolved enormously over the past couple of decades, as have the methodologies and best practices for curating taxonomies and deploying them within the enterprise. Our speaker and his team help people organize, categorize, and discover enterprise knowledge. Clarke reviews some of the major challenges that Fortune 500 companies have had over recent years, along with the breakthrough moments with co-designed solutions using now out-of-the-box tools that any taxonomy practitioner can benefit from. The use-cases include challenges of complexity, such as the evolution from term-based thesauri to logic-bearing ontologies, and challenges of scale, such as developing high-performance search and APIs for taxonomies with tens of millions of entities. Clarke also looks at breakthroughs in autocategorization resulting from the challenges of transparency and explainability, as well as the impact that large language models are beginning to have on enterprise language models. When Synaptica started building taxonomies and taxonomy software, the only use case for them was to improve metadata quality and consequently search precision and recall. This use case remains a compelling ROI for building enterprise taxonomies, but today, the highly evolved state of taxonomies also supports totally new use cases that provide additional ROI, such as the automation of business processes and decision making, chat-based search, and the generation of new knowledge by inferencing over content-aware knowledge graphs.
9:45 AM
10:00 AM
Keynotes
Length: 15 Minutes
Speaker(s):
Ashu Roy, Chairman & Chief Executive Officer, eGain
Ashu Roy, Chairman & Chief Executive Officer, eGain
Description: While generative AI has been around for some time, it has gone mainstream thanks to the hyper-successful launch of ChatGPT. If you manage contact center/customer service operations or you are in charge of transforming customer experience (CX), agent experience (AX), or employee experience (EX), do you wonder what you need to know about and do with generative AI so you can get ahead of your peers in leveraging this disruptive innovation? The next generation of knowledge, infused with AI and informed by analytic insights, all unified and orchestrated in a hub, may be the answer. Many organizations are already doing it and getting stunning business value with the hub. Learn more from our experienced speaker.
10:15 AM
Coffee & Networking Break in the Enterprise Solutions Showcase
Length: 45 Minutes
11:00 AM
Sessions
Length: 45 Minutes
Speaker(s):
Gary Carlson, Principal, Factor
Gary Carlson, Principal, Factor
Description: A primary goal of taxonomy and information architecture (IA) is to allow information to move across boundaries; from one place to another, from person to person. Using core concepts of information theory and his personal experiences with global organizations, Carlson unpacks real-world examples of the power of taxonomy and IA, including search, knowledge management, content management, and enterprise analytics. The core of these examples is to enable information flow between senders and receivers of information across languages, systems, interfaces, organizations—and establish better connections.
11:45 AM
Sessions
Length: 30 Minutes
Speaker(s):
Emily Clough, Senior Product Editor, The Washington Post
Taylor Hood, Metadata Analyst, The Washington Post
Aline Martinez, Taxonomist, The Washington Post
Emily Clough, Senior Product Editor, The Washington Post
Taylor Hood, Metadata Analyst, The Washington Post
Aline Martinez, Taxonomist, The Washington Post
Description: The Washington Post has a dynamic taxonomy system that highlights and displays the diversity of its compelling content. Ontology development and taxonomy integration interweave with content management systems development as part of product objectives. The content taxonomy systems team works side by side with newsroom journalists, producers, and editors to build and refine terminology for the taxonomy. The team discusses the impact of developing the enterprise taxonomy directly where content is created and the team’s work to refine the publishing workflow, taxonomy management systems, and auto-classification processes to meet project goals. Also hear about how analytics are used to glean valuable and actionable insights.
12:15 PM
Sessions
Length: 30 Minutes
Speaker(s):
Joyce van Aalten, Taxonomist, Invenier, Netherlands
Joyce van Aalten, Taxonomist, Invenier, Netherlands
Description: Taxonomists do their very best to make a well-thought-out taxonomy, in line with the content it is used for. However, how successful the taxonomy is in the end is also highly influenced by other factors, such as the quality of content and the quality of tagging. This might lead to an uncomfortable situation in which the taxonomy might be blamed for not delivering the desired needs. van Aalten shares her experiences on the most-heard issues that the taxonomy was expected to solve but, in real life, couldn’t. Learn how to address these matters and what actions you can take to avoid these pitfalls.
12:45 PM
Attendee Lunch in the Enterprise Solutions Showcase
Length: 1 Hour
1:45 PM
Sessions
Length: 45 Minutes
Speaker(s):
Margie Hlava, President, Access Innovations
Heather Kotula, VP, Marketing and Communications, Access Innovations, Inc.
Xia Lin, Professor, Drexel University
Margie Hlava, President, Access Innovations
Heather Kotula, VP, Marketing and Communications, Access Innovations, Inc.
Xia Lin, Professor, Drexel University
Description: As ChatGPT has stormed into nearly every intelligent space with almighty power, we should expect a revolution to take place in taxonomy development and use. What risks and rewards might that revolution bring? Hear about opportunities and challenges posed by ChatGPT, how it can be used in taxonomy creation, and its potential for taxonomy management. Hear lessons learned on interacting with ChatGPT and how best to write ChatGPT prompts for taxonomy creation and management. Hear about two cases of taxonomy creation using ChatGPT and how human expertise was invaluable in verifying the AI assistant’s work. The panelists also discuss risks of AI-developed taxonomies and the path forward for this formidable technology.
2:45 PM
Sessions
Length: 45 Minutes
Description: Vinted, Europe’s major secondhand retail platform, recognized the need for a taxonomy and called in the taxonomists to build a program from the ground up. Lapin and Horan discuss their experience coming as experienced taxonomists into an organization without a history of working with information professionals. Where do you start? Where do you sit in the organization? How do you balance immediate problems, while also being forward-thinking. What constraints and limitations impact your approach, both technically and organizationally? Learn about how to build a taxonomy program with buy-in across the organization.
3:30 PM
Coffee & Networking Break in the Enterprise Solutions Showcase
Length: 45 Minutes
4:15 PM
Sessions
Length: 45 Minutes
Speaker(s):
Zach Wahl, CEO, Enterprise Knowledge
Zach Wahl, CEO, Enterprise Knowledge
Description: Two will enter, one will leave. Ask your burning taxonomy questions to global subject matter experts, hear them argue both sides of the issue, and judge the winner. Fame and glory awaits the victor! Wahl guides our experts to debate the taxonomy community's most important, controversial, and entertaining questions.
5:00 PM
Sessions
Length: 1 Hour
Description: Stop by the showcase after a full day of stimulating sessions to mix and mingle with other conference attendees, speakers, and our conference sponsors.
