About us Contact
Services
Courses Bookstore A - Z index Sign up Login

Montague Institute Review

Knowledge Base Editor's Digest

Point of view

Best of the Lists

Save to Del.icio.us


Creating and using business taxonomies

See also Courses


click image to enlarge

This Web-based course is a vendor-neutral introduction to the tools and techniques of organizing business information. Using texts, examples, supervised activities, and an online Lab area, you'll create a controlled vocabulary, thesaurus, A - Z index, and topic hierarchy for your application.

WHAT YOU WILL LEARN
At the end of the course, you should be able to:

  • develop a plan for analyzing content and user needs;
  • define a domain and formulate goals for taxonomy development and deployment;
  • create a basic vocabulary of terms, hierarchy of categories, and thesaurus;
  • create navigation tools based on your taxonomy structure;
  • design a plan for evaluating the taxonomy.

WHO SHOULD TAKE THIS COURSE
This course is designed for Web site publishers, content owners, knowledge managers, technical writers, e-commerce managers, editors and others who want to learn how to define the requirements for increasing information productivity. We recommend that an interdisciplinary team of two to four people take the course together.

TECHNICAL REQUIREMENTS
You'll need Internet access and a Web browser (e.g. Internet Explorer 4 or later, Netscape 5 or later).

COURSE FORMAT
The course is conducted via teleconference, e-mail, and the Web.

COURSE OUTLINE

Section 1: The nature of business taxonomies
Overview of taxonomy applications and functions, characteristics of business taxonomies.
 
Section 2: Planning tools, techniques, & tips
Planning issues, development approaches, domain boundaries, tools & techniques
 
Section 3: How to create a taxonomy structure
Defining objects & attributes, creating a repository, vocabulary, and thesaurus, adding contact information and "local links"
 
Section 4: Taxonomies and navigation
Flat lists, hierarchies, and network navigation structures, user-friendly design
 
Section 5: Taxonomies, search, and metadata
Making search "smarter," integrating taxonomies and search, managing metadata
 
Section 6: Portals and electronic commerce
 
Section 7: Taxonomy software
Types of software, selection tips, concept extraction & summarization exercise
 
Section 8: Advanced topics
Standards, collaboration, integrating taxonomies, contractors & staffing

click image to enlarge

Lab
The course requires you to select a project and gather Lab data for a real-world application. To save time, most data can be imported via Excel worksheets. The instructor will help you select and define your project, assemble required data, and assist you in using a private, passworded work area in the Web-based Lab. Communication with the instructor is via phone and e-mail.

At the conclusion of the course, the instructor will help you identify lessons learned. Your Lab data can be exported and saved as an Excel file. After exporting, it will be permanently deleted from our server unless you arrange for long term hosting. You have 60 days to complete the Lab portion of the course.

You can contract for a custom, hosted version of the Lab as well as a custom version to install on your own server.


ABOUT THE INSTRUCTOR
Jean Graef is a "boundary spanner" with an interdisciplinary background as a manager, entrepreneur, librarian, programmer, and journalist. She has been developing and conducting seminars on cutting edge information topics since the early 1980's.

DATE & TIME
You can start the Web course at any time and proceed at your own pace. You do not have to wait for a class to form. The amount of work involved is roughly equivalent to a semester's course at the graduate level. Most people can complete the course in three to six months. To minimize the time commitment without compromising the educational experience, you can:

  • take the course as an interdisciplinary team;
  • narrow the scope of your Lab project;
  • extract data from existing corporate systems when possible;
  • submit Lab data on Excel worksheets for importing instead of manually entering Lab data;
  • build on data structures created in previous Montague Institute courses.

INSTRUCTIONAL OPTIONS
This course can be taught by one of our instructors on site at your facility (minimum 6 participants) or you can become licensed to teach the course as a Montague Fellow in Knowledge Base Publishing.

PREREQUISITES
We highly recommend that you take the Knowledge Domain Analysis course prior to taking Creating Taxonomies. The Domain Analysis course will help you create a Lab project with more business impact, reduce the time needed to complete the Creating Taxonomies course requirements, and double the amount of both instructor and Lab time available to you.

COST
Entire course: $2,750 per person (nonmembers), $2,500 per person (members of the Society of Knowledge Base Publishers). Course fee now includes an upgraded version of the Lab and up to 2 hours assistance via phone and/or e-mail from the instructor.

HOW TO REGISTER
Call (413) 367-0245 to request a pro forma invoice or provide a credit card number (we accept Visa, MasterCard, American Express, Diners Club, and Discover). Payment must be received before your start date.

Created on November 29, 2002 | Updated on May 6, 2006


Montague Institute | Society of Knowledge Base Publishers | Montague Information Technology
Copyright statement