Category Archives: TBC2017

What Non-Taxonomy Geeks Need to Know

Track 1: Taxonomy Foundations – Monday 6 November 
14:30 – 15:00

Many of those who are involved in content projects have little understanding of the power of taxonomy. You often need to educate business leaders, other UX practitioners, designers, developers, QA, and project managers about how and why taxonomy is useful. They don’t need to create a taxonomy, but they need to be empowered to use taxonomy in their work. What are synonyms good for? How does taxonomy help with the display of content? How can you build a search results page with filters? This talk covers an approach to teaching colleagues about taxonomy and why it should be important to them. Learn how to make taxonomy relevant for a non-taxonomy geek.

Presented by: Theresa Putkey

Taxonomy & SEO Tactics

Track 2: Taxonomy Applications – Monday 6 November 
14:30 – 15:00

The goals and key performance metrics of taxonomists and SEO managers are often at odds: Taxonomists focus on structuring succinct data to match the on-site user experience, SEO managers want to create many targeted pages to drive as much organic traffic to a website as possible. But the roles also have a number of confluences, and working together can lead to improved on-site experiences and search traffic drivers. This talk outlines how a taxonomist and an SEO manager balance their data needs to work together in support of a successful ecommerce site.

Presented by: Amy DeCicco

Taxonomy Governance

Track 1: Taxonomy Foundations – Monday 6 November 
15:15 – 16:15

Taxonomy Governance: Practical Advice for Value & Growth

Too often, taxonomies are built and launched with little to no thought given to long-term maintenance and growth. After the thrill of the initial taxonomy design and implementation has faded, companies need guidance on how to set up governance committees and work with stakeholders to best control taxonomy growth. This session provides a step-by-step plan to help taxonomists ensure taxonomies continue to provide value for an enterprise year after year.

Presented by: Mike Doane

Implementing Taxonomy Governance at IMF

Dwyer presents a case study of an approach that led to the successful implementation of a taxonomy governance model that was mostly shelf-ware for several years. The governance model was operationalized by IT with heavy business engagement, and roles and responsibilities spread throughout the organization.

Presented by: Sonia Dwyer

Taxonomy Harmonization

Track 2: Taxonomy Applications – Monday 6 November 
15:15 – 16:15

Balancing Multiple Competing Taxonomies

Taxonomic work often involves resolving different taxonomies or adapting an established taxonomy to fit custom needs. Ecommerce is a context where there are often multiple competing taxonomies, creating discrepancies between the various ways of organizing product data which can cause confusion among users. Keeping a few key points and best practices in mind can reduce the potential pitfalls of comparative taxonomy development for business applications. Hear about common cross-mapping or resolution challenges (including granularity, terminology versus concepts, and operational constraints) and how to approach balancing external standards and in-house requirements during taxonomy development and maintenance.

Presented by: Eric Chuk

Translating Seller Language Into Customer-Friendly Taxonomies

In creating customer-facing taxonomy categories, it is important to use vocabulary that users will recognize and place category nodes where they will most likely be anticipated. Where does one begin when faced with stakeholders with competing agendas, distributors that use wildly different terms, and a market that has not yet set a clear precedent? The key is listening to the customer. This talk reviews how analysis of search patterns and seller behavior can shape an ecommerce taxonomy that is customer-focused while still being comprehensible to the distributor/seller/manufacturer.

Presented by: Jennifer Batt

Semantic Technology

Track 2: Taxonomy Applications – Monday 6 November 
16:15 – 17:00

Linked Data in Action

The idea of linked data usually generates a lot of interest, but it may be difficult to understand how it will actually benefit taxonomists in their day-to-day activities. How and where will linked data really make a practical difference? Hear about real-life, real-time examples of creating linked data references from external sources such as DBPedia and how we can use that information and append it to data being managed within an existing controlled vocabulary to augment attributes. Sweeney reviews the process of selecting linked data sources, as well as the specific properties from those sources that we wish to append to terms and concepts present within a taxonomy management system.

Presented by: Jim Sweeney

Shaping Data Quality With SHACL

Many organizations use W3C standards: SKOS for taxonomies and RDF/OWL for ontologies. Until now, there wasn’t a standard for defining the rules for checking that data conforms to these standards, ensuring data quality for consuming applications. Organizations had to either use proprietary approaches, which often come short in supporting requirements. Enter SHACL (Shapes Constraint Language)—a new W3C standard which addresses this problem. SHACL offers rich and flexible notations for expressing practically any rule one can think of. Freese introduces SHACL and the motivations behind its creation and provides several detailed examples of its use to ensure data quality within a vocabulary.

Presented by: Eric Freese

Applications of Taxonomy Design Best Practices

Track 1: Taxonomy Foundations – Monday 6 November 
16:15 – 17:00

Best practices in taxonomy design make taxonomies more effective and usable. Hear from a panel of experienced taxonomists about the taxonomies in their organizations and design issues they face, including Indeed’s team process of building a jobseeker-focused multilingual occupational taxonomy (soon to be ontology). Cambridge Healthtech Institute’s SharePoint site for employees across all company departments and for product lines focusing on biotech therapeutics, diagnostics, technologies, and informatics.

Presented by: Heather Hedden, Emily Bulger, Mary Chitty, Dan Segal

Powerhouse Showcase

Track 2: Taxonomy Applications Track – Tuesday 7 November 
10:45 – 12:30

National Public Radio’s Archival Taxonomy (R)evolution

Recently, NPR’s Research Archives & Data Strategy (RAD) team has moved away from their largely manual metadata creation process and incorporated auto-categorization in their digital archiving workflow. In particular over the past year, the RAD team has worked to expand and refine their existing vocabularies to meet the needs of users across NPR and to enhance the accuracy of the auto-categorization. This talk highlights the challenges and lessons learned to date. We discuss the challenges of implementing and fine-tuning the taxonomy management and auto-categorization software and how new tools have had an impact on the workflows of all RAD team members.

Presented by: Sarah Knight

Standardizing Standards at HBO

Hear about how HBO created its own metadata standard through adaptation of multiple industry metadata standards. Our successful solution is a team effort utilizing taxonomy and ontology expertise, combined with taxonomy data governance, project management, and the right metadata tools. The use of international standards enables the creation of authoritative vocabularies and eases communication between data points. Learn in detail about how to manage taxonomy projects and the type of taxonomy and ontology expertise needed to capture and document the efforts to ensure successful adoption. Hear tips and tricks on how to take existing standards and make them your own, saving time and effort.

Presented by: Yonah Levenson

Scaling Knowledge Architecture at USAA

Taxonomy development does not scale: companies rarely invest in the human resources needed to build and maintain taxonomies. In 2015, the new enterprise knowledge management team at USAA was tasked with improving the quality of the enterprise knowledgebase. A temporary solution for lack of resources was developed for the pilot, using SMEs with business units as part time taxonomists. The team was so impressed with the results, we expanded the “temporary” solution to our enterprise strategy. Hear how USAA established a new role within the business units to help in optimizing knowledge findability and the taxonomy development process.

Presented by: Jay Bowling

Using Taxonomy to Drive Personalization: Aligning User Interests and Content

Tasked with helping its 2017 Annual Meeting attendees sort more than 200 sessions by personal interest, the American Society of Clinical Oncology (ASCO) leveraged its taxonomy to produce targeted program recommendations. The Session Recommender leveraged existed profile data supplemented with additional information supplied by the user via a short questionnaire to craft individual taxonomy profiles, which were used to generate recommendations. During this session, Travis will offer an overview of the project, including design considerations and challenges, as well as how ASCO intends to use it as the basis for future personalization efforts.

Presented by: Travis Hicks

Taxonomy & AI

Track 2: Taxonomy Applications Track – Tuesday 7 November 
13:45 – 14:30

AI and deep learning are hot topics these days, but when you look more closely, most of the advances have to do with image and pat-tern recognition. Taxonomies, on the other hand, have mostly to do with much messier things—words and their multiple meanings. Do these two fields have any common ground? Reamy looks at some surprising ways that companies are learning to take advantage of the strengths of each. With multiple examples from recent projects, he reveals some of the recent successes and roadblocks of combining AI and taxonomy. The next speaker discusses how the business environment is primed for AI and how organizations are learning to incorporate automation in search results as well as in search suggestions. Where would you rank your organization’s competency in automating taxonomy? For most, the answer is simple: It’s not where it needs to be. Historically, taxonomy development has been a manual process. It doesn’t need to be any longer. Hear how three blue chip companies are taking an active approach to the problem, automating the analysis of stakeholder needs and adjusting taxonomy output on-the-fly.

Presented by: Tom Reamy, JP Ratajczak

Going Global!

Track 2: Taxonomy Applications Track – Tuesday 7 November 
14:45 – 15:30

EY’s knowledge architecture team is responsible for developing and maintaining the taxonomies that underpin its core knowledge, service delivery, and collaboration applications. The team currently manages 45 taxonomies, comprising more than 8,000 terms, as well as an auto-classification program. Establishing governance processes is relatively easy; ensuring adherence to them is more challenging, particularly for EY, which employs 230,000 people and operates four core lines of business in 150-plus countries. This presentation describes EY’s overarching taxonomy design, governance model, and taxonomy management processes, including our auto-classification approach. It shares success stories and highlights pitfalls to avoid with a global enterprise taxonomy. Just over a year ago, National Geographic’s taxonomies were only in American English and were U.S.-centric. They now are in 11 languages and counting, a key part of the standard infrastructure tying together National Geographic’s global presence with text analytics support for all languages. This talk is the story of its transformation, and Fulvio shares key lessons and insights gleaned along the way.

Presented by: MaryGael Timberlake, Ann Wagner, Monica Y Fulvio, Elizabeth Greenberg

Stump the Taxonomist

Track 2: Taxonomy Applications Track – Tuesday 7 November 
16:15 – 17:00

Interested in industry trends? Stymied by a taxonomy design challenge at work? Bring your toughest, crunchiest taxonomy issues and challenges to our panel of seasoned, full-time taxonomists, who will compete to answer your questions with insight, entertainment, and perhaps even controversy! The best questions (as voted by the audience) will bring home prizes!

Presented by: Zachary R Wahl