Information Organisation and Access - Learning Objectives
Over the four tracks (covered in four days), participants will be able to....
IOA - Strategy Track
What is IOA?
- Define IOA
- Understand why IOA is important for the modern enterprise
- How IOA fits into the larger ECM context
- Describe the information organization lifecycle at a high level
Parts of IOA
- Define the different major concepts within information organization and access, including
- Content architecture
- Content intelligence
- Search and retrieval
- Findability
Defining the Problem and Planning the Project
- Catalog the different types of IOA problems
- Identify the type of IOA project needed for your situation
- Build the right tea m for your project
- Understand the different phases in a typical IOA project
Building a Business Case
- Identify the key elements of a business case
- Recognize the different types of business cases
- Understand how to justify and IOA project
- Use your business case to plan your overall project
Leadership and Governance
- Identify the importance of IOA governance and basic IOA governance team responsibilities
- Approach change management from an IOA-specific perspective
- Understand the potential for Enterprise IOA, as well as the challenges
IOA - Practitioner Track
Parts of IOA
- Define the different major concepts within Information Organization and Access, including:
- Content Architecture
- Content Intelligence
- Search & Retrieval
- Findability
Finding, Inventorying and Analyzing Content
- Identify the steps to information organization
- Explain the essential importance of content analysis
- Distinguish between a content audit and inventory, and articulate the relative value of both steps
- List the 3 types of content rot and how to address them in the context of enterprise records management policies
Metadata
- Define metadata
- Articulate how metadata brings value to the enterprise
- Distinguish between implicit and explicit metadata and controlled and uncontrolled vocabularies
- Describe the purpose and value of the Dublin Core standard elements
- Identify the main dimensions of a metadata strategy
- Assess the role and value of automated classification
Taxonomy
- Define what a taxonomy is
- Discuss the past and current uses of taxonomies
- Articulate the value of taxonomies in content management
- Identify various types of taxonomies and their appropriate applications
- Distinguish a faceted classification system from a monolithic taxonomy
- Define folksonomy and its potential uses
Ontologies, Topic Maps and Semantic Networks
- Understand what you can do in the short and medium terms to prepare enterprise content for semantic networks
- Understand the role of topic maps and ontologies in developing semantic networks
- Recognize common standards
Content Modeling
- Define key terms
- Content Model
- Content Type
- Content Element
- Distinguish between structured and unstructured content
- Articulate the value and difficulty in exploiting structured content
Introduction to Information Access
- Understand the difference between browsing and searching for information, and relative advantages and drawbacks of each
- Identify the different parts of a search engine
- Differentiate clearly between public web search and enterprise search
- Evaluate the effectiveness of existing intra-application search services
Search Techniques and Tuning
- Understand key terminology around free text search
- Learn different approaches for tuning search results
- Articulate the difference between keyword vs. parametric search, as well as keyword vs. concept search
- Identify the process and value of taxonomic search
- List two approaches to searching video and audio
Advanced Topics in Findability & Information Retrieval
- Articulate the importance of information findability and how information retrieval technologies support findability
- Define different methods by which information retrieval tools find and process content to increase findability
User Experience of Information Access
- At the end of this session, you will be able to:
- Understand various ways to approach user interfaces used for information access
- Learn how to determine which approach is best for your enterprise
- Articulate the value of content finding users, rather than users finding content
- Know what to consider from a security perspective so content doesnt get into the wrong hands
IOA - Specialist Track
Defining the Problem and Planning the Project
- Catalog the different types of IOA problems
- And identify the type of IOA project(s) needed for your situation
- Build the right team for your project
- Understand different phases in a typical IOA project
Building a Business Case
- Identify the key elements of a business case
- Recognize different types of business cases
- Understand how to justify an IOA project
- Use your business case to plan your overall project
User Analysis & Scenarios
- Identify various approaches to user analysis
- Distinguish among different research approaches
- Understand how to use personas and scenarios in the IOA requirements gathering process
- Articulate their value to managers and peers
Advanced Topics in Content Inventory and Analysis
- Conduct a sample content audit and analyze the results
- Create a draft spreadsheet or database table to hold inventory data
- Decide which automated tools might assist you in this work
- Understand the practical implications of an information organization project
- Articulate security implications of this work
Developing Taxonomies, Vocabularies and Content Models
- Undertake a practical approach to developing your taxonomy and content models
- Identify the promise and pitfalls of chunking structured documents into re-usable elements
Architecting Standards-Based Information Models
- Articulate the importance and value of standards
- Describe several specific standards in information organization and access
- Distinguish between technology standards and information standards
- Investigate guidelines, commercial models, and community efforts that may serve as informal standards
Tagging and Tagging Interfaces
- Review what tagging is and some best practices
- Discuss the special use case of indexing scanned documents
- Consider various tagging best practices for your enterprise
- Identify best practices for tagging interfaces
Content Classification Models and Tagging Processes
- Identify content organization paradigms that might be right for your situation, based on user roles
- Identify tagging processes and tagging best practices
- Articulate some of the enhanced end uses of tags beyond browsing and searching
Optimizing Search and Improving Findability
- Identify ways to improve and tune the default results you get from your search and/or information access tools
- Identify ways to analyze and improve search results based on scenarios and analytics
Maintenance and Governance
- Identify fundamental maintenance processes for your ongoing IOA efforts
- Understand typical team structures for IOA governance and maintenance
- Identify the level of metadata maturity in your organization
IOA Master Track
Advanced Topics in Security and Privacy
- Articulate the potential privacy and security challenges to search (and browse)
- Distinguish different levels of access control, both in terms of information and people
- Contrast different approaches for securing the search process
- Identify best practices for securing search results
- Address potential privacy challenges raised by search
Content Finding Us
- Articulate the value of and prospects for improving findability through the proactive delivery of information
- Identify the 3 different types of personalization, and the pitfalls and benefits you can expect
- Describe how search alerts and subscriptions work
- Describe how to create and read RSS feeds, their value, and drawbacks
Advanced Topics in Enterprise Governance
- Understand the challenges and approaches to aligning metadata at an enterprise and/or global level
- Articulate the core features of an enterprise IOA governance model, including top down versus bottom up
- Develop an IOA Enterprise Roadmap from a provided example
- Describe a case study of a successful enterprise taxonomy effort
Putting It All Together With Scenarios
- Articulate the value of scenario-based analysis for IOA
- Apply a model for understanding the likely IOA profile for different sorts of content technology initiatives
- Cite differentiating examples from the fields of
- Web Content Management
- Enterprise Content Management
- Enterprise Search