Connecting Users to Content: An Introduction to Taxonomy Design & Creation

Taxonomies have evolved from classification systems to adaptable interactive tools to link users to desired content on websites, intranets, and web applications. Taxonomies are not the same as a website’s navigation and can do a lot more. Taxonomies can provide guiding categories of topics, suggested search terms, aspects for faceted search, or topics for sorting and filtering results. To be truly helpful, however, taxonomies need to be well designed to suit the users and use cases, be customized to the content, and conform to taxonomy best practices and standards so that they are easy and intuitive to use.

This workshop teaches taxonomy creation principles and addresses the issues of designing a taxonomy to serve users. It presents best practices in designing taxonomies, including the principles of wording of terms, incorporating synonyms, creating relationships between terms, and designing hierarchies and facets. Other topics include taxonomy project planning, sources for terms, and taxonomy testing. The workshop will also include practical exercises and access to taxonomy management software.

Outline:

• Introduction to taxonomies
• Types and uses
• Taxonomies and metadata
• Taxonomy integration with search
• Categories and tags
• Term creation
• Term relationships
• Structural design: hierarchies
• Structural design: facets
• Taxonomy project planning and steps
• Software
• Tagging with a taxonomy

Interactive exercises and live Q&A are included.

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