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Pre-conference Workshops: Wednesday, March 22 & Thursday, March 23, 2017
Main Conference: Friday, March 24 - Sunday, March 26, 2017 
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Thursday, March 23 • 8:30am - 12:30pm
Designing and Building Taxonomies ($350)

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NOTE: This workshop has a FEE of $350. To attend, you must register for the workshop. You can do this when you register for the conference or at a later date.

Workshop Description:
A good taxonomy is one that meets the needs of its users. A great taxonomy is one that also anticipates the future needs of its users and the long-term goals of the organization for which it is being designed. There are a lot of considerations that go into designing a successful taxonomy, such as the business goals of the organization, the needs of end users, the needs of internal stakeholders, the technical systems at play, government or financial compliance issues, budget cycles, marketing goals, and more! This is true for e-commerce, government, portal, and other information-rich projects.

This workshop will cover the basics of designing and building successful taxonomies. The content is based on hard-won lessons working with many different taxonomies and organizations.

This workshop will include:
  • What taxonomies are
  • A taxonomy taxonomy: An overview of the terms and concepts used in taxonomy and ontology design and building
  • Taxonomies in the wild: The roles that taxonomies play in real-life scenarios
  • Where to start and how to execute your taxonomy project: Gathering requirements, how to design your taxonomy, how to build your taxonomy, how to test and measure your taxonomy
  • The role of governance, training, and maintenance: How to plan for long-term success of the taxonomies.


Participants will walk away with a rich understanding of taxonomies and the process for designing and building them. This will be a hands-on workshop which will allow participants to experience first hand many of the details that go into the whole process. At the end of this workshop, participants will be more than ready to attend the afternoon’s taxonomy workshop, More Than Words: Enterprise-Level Taxonomy and Content Architecture with Michele Jenkins and Stephanie Lemieux.

avatar for Gary Carlson

Gary Carlson

Principal, Factor
Gary Carlson helps companies boost revenue, increase customer satisfaction, and improve efficiency through well-executed information and knowledge management initiatives. With over 20 years of experience as a taxonomist, consultant, and information architect, Gary collaborates closely... Read More →
avatar for Rachel Price

Rachel Price

Information Architect, Factor
Rachel Price is an information architect and user researcher with a mission to unite the worlds of user experience, taxonomy, and content into one human experience universe. As a partner at Factor, she approaches taxonomy design and enterprise IA with a user researcher’s eye for... Read More →

Thursday March 23, 2017 8:30am - 12:30pm PDT
Plaza B