2-2933 - Understanding and Building Taxonomies

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Duration: 1 day

This workshop explains the best practices to creating and managing your enterprise taxonomies. The class will introduce participants to the science of taxonomies, and help them prepare for their own taxonomy project.

  • At the end of the session, users will be able to:
    1. Define what makes a good taxonomies & understand the underlying concepts
      Identify business and technical needs around taxonomies
      Build and evaluate a taxonomy
      Plan a taxonomy project


  • Session 1: Explaining taxonomies (theory)
    1. History lessons
      Examples of taxonomies
      Functions of taxonomies
      Types of taxonomy
      Business value
      Business needs
      Technical needs
      Buy or build?
      The nature of your taxonomy
  • Session 2: Building taxonomies (theory)
    1. Formal design criteria
      Helpful questions
      Traps to avoid in a taxonomy project
      Taxonomy design errors
      Evaluating quality
  • Session 3: Evaluating a taxonomy (practice)
    1. Analyzing a taxonomy
      Evaluation questionnaire
      Open discussion
  • Session 4: A taxonomy project
    1. Real life examples
      Services relating to taxonomies
      Taxonomy Management (OTCA & CS)
      Taxonomy Automation (OTCA & OTAC)
      Planning a taxonomy project

    If you are interested in this course, you may also consider these courses:


    This workshop is primarily intended for users of OpenText solutions (Content Server, Content Analytics, Auto-Classification, Records Management, etc.). It is recommended for Content Indexers, Records Managers and Content Management Professionals.

    However, the non-technical approach that is taken in this training allows for the participation of a wider audience interested in information management.




    Format Currency Price
    Per Student at OpenText Site 750.00
    Per Student at OpenText Site GBP 600.00
    Per Student at OpenText Site SGD 875.00
    Per Student at OpenText Site USD 900.00

    Taxes: All prices exclude VAT or other taxes where applicable (all currencies).

    Extra expenses: Customer site course prices do not include instructor travel expenses, which are billed separately.

    Reservations: Please provide a minimum of 3 weeks advance notice when arranging courses at customer sites.

    Course and workshop calendar

    Currently, there are no training dates scheduled for this course or workshop at this time. Please contact us to schedule an on-site course or workshop at your location.