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The taxonomy and metadata strategy you put in place must be personalized to meet the needs of your organization. You must walk the balance between requiring too much of your content managers and providing enough to your users in order that they can benefit from the information within your system.
Expectations:People, by nature, do not agree on concepts, naming and categorizationWe don’t know all user needs (and won’t throughout the process)Not everything we do will be intuitive to all (or even most) usersThe taxonomy will never be completely finished or completely “right”
Successful Content Management Through Taxonomy And Metadata Design
Sara James & Rachel Sondag<br />Successful Content Management through Taxonomy and Metadata Design<br />
Agenda<br /><ul><li>Taxonomy and Metadata Overview:
Entry forms are often overly complex or lengthy</li></li></ul><li>Compliance<br /><ul><li>Regardless of training, education, threats, or enticements, many users will not provide effective Metadata
Even the “best” content contributors typically won’t exceed a certain effort threshold
Dilution Factor: The poor work of some devalues the good work of others</li></li></ul><li>Resistance to Change<br /><ul><li>Users will be averse to moving away from their existing ways of storing and finding information
Communicate benefits to all users</li></li></ul><li>Keep Your Audience in Mind<br /><ul><li>Recognize that users may think about and look for information in different ways
Understand your business practices and use the most appropriate categorization method(s)
Consider multiple taxonomies for disparate audiences
Use familiar vocabulary and organizational schemas to ensure a logical browsing experience. </li></li></ul><li>Keep Your Audience in Mind<br /><ul><li>How will your users think about your content and products?</li></li></ul><li>Understand your audience<br /><ul><li>End users drive the language and complexity of the structure.
Complexity of taxonomy</li></ul>Business Users Information Professional<br />Part-time (Volunteer) Dedicated Position<br />Many Publishers Few Publishers<br />Diverse Publisher Homogenous Publishers<br />
Understand your platform: CM, DM, RM, Portal <br /><ul><li>Taxonomy design seldom works outside the context of a business mission, typically tied to a technology:</li></li></ul><li>Define Governance<br /><ul><li>Apply the core governance principles to your taxonomy and metadata strategy:
Primary Goals<br /><ul><li>Define taxonomy, metadata, and related terms consistently
Set expectations for long and challenging process:
Establish overall goals – create a “Starter Taxonomy” and initial metadata strategy to be used as a jumping-off point
Create a value statement</li></ul>Creating a value statement ensures all participants are on the same mission, and can describe and disseminate the project the same way<br />
Business Case/Value Statement<br /><ul><li>Provide example of summary Business Case and Taxonomy Justification:
“We are constructing a business taxonomy to provide our users with an intuitive browse experience. Specifically, we want to construct a system that will allow both internal users (employees) and external users (customers) to navigate to find the latest product information, including sales reports. This will allow all users to access their core information faster, and with greater confidence. As a result, traffic on our website should increase by 40% and frequency of help desk calls should decrease by 20%.”</li></li></ul><li>Business Case/Value Statement<br /><ul><li>Five components of a successful business case:
Description of the issue’s importance - why are we changing?
Description of the benefits of addressing the issue - what’s in it for me now? Later?
Description of the costs associated with the change - what is the cost/benefit analysis for me and the business?
Measures for success - how will we know the change is accomplished? </li></li></ul><li>Audience<br />List all the potential audience (role) types for the taxonomy<br />For an external portal:<br /><ul><li>Employees