Last time I presented Part 1 of this three part series on governing taxonomies, focusing on the initial steps in taxonomy development (e.g. taking the initial steps to building out a taxonomy, project planning, etc.). For this post, I want to talk about the Maintenance Processes, or what to do with a taxonomy once it’s built.
A Little Recap
Basically, taxonomy governance is organized into three main areas:
- Taxonomy Development (the last post)
- Taxonomy Maintenance (this post)
- Taxonomy Growth (future post)
I realize that these posts ask a lot more questions than they answer, but I think that’s the point. I’ve got “answers” for all these questions, but they do vary from company to company. When I consult with clients, it’s about answering these important questions to make sure we’re covering all aspects of taxonomy governance.
For this post, I want to talk about the Maintenance processes, or what to do with a taxonomy once it’s built (but not necessarily fully implemented across your organization). As I said last post, this will eventually become a white paper that I will make available to you. In the meantime, here’s the second of three sections on taxonomy governance: Taxonomy Maintenance.
- Taxonomy – what kinds of roles and people are included in a taxonomy team?
- End users – how does a taxonomy benefit an end user? How are end users involved in the development of a taxonomy?
- Advisors – what kinds of roles or stakeholders are involved in the development and maintenance of a taxonomy?
- Technology – what kinds of technologies are necessary for the creation and maintenance of a taxonomy?
- Governance – how is a taxonomy governed for the short and long term?
- Manual integration – how is a taxonomy manually integrated or used within a system?
- Automated integration – how is a taxonomy automatically integrated into a system?
- Autoclassification – what role does a taxonomy play in autoclassifying content?
- Systems – what kinds of systems does a taxonomy work with?
- Integration – how does a taxonomy integrate into one or more systems?
- User interviews – how are user interviews used to determine what terms are included in a taxonomy?
- Content audit – what is a content audit and what kinds of content should be audited to inform a taxonomy build out?
- Primary build – what needs to go into the first build of the taxonomy?
- Revisions – how are revisions made and tracked during construction?
- Technical implementation – how is a taxonomy implemented into a technical system?
- Standards integration – what kinds of standards should be considered as the taxonomy is being built?
- Editorial development – how does the terminology used in the enterprise get harvested and used in the taxonomy?
- Testing – what kinds of tests need to be performed to validate the taxonomy?
- Testing – how is the taxonomy tested inside the multiple systems that it integrates into?
- Analysis – what kinds of analytics are needed to measure and track the effectiveness of the taxonomy within the enterprise?
- Terms – how to add, edit, delete, deprecate and maintain overall relevance of terms in a taxonomy.
- Technology – what has to happen in the technology to maintain the taxonomy?
- Committee – what does a committee do to provide governance to a taxonomy?