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© Enterprise Knowledge, LLC 
Taxonomy for BartendersAchieving Success and Stakeholder Buy-in Present Taxonomies in a Way that Makes Sense 
Angela Pitts 
Taxonomy Analyst 
Taxonomy Boot Camp 2014, Washington DC
© Enterprise Knowledge, LLC 
Taxonomy for Stakeholders -Straight up 
Plan ahead –Keep it “Neat” 
Design & Test -Make it “Smooth” 
Deploy -Serve “Top-Shelf” 
1
© Enterprise Knowledge, LLC 
The Problem and the Solution 
2 
Metadata Fields 
Metadata Values 
Taxonomies (Flat or Hierarchical) Controlled Vocabularies
© Enterprise Knowledge, LLC 
Here’s a Tip 
KISS ME –Keep it Simple for the Subject Matter Expert 
3
© Enterprise Knowledge, LLC 
Talking to stakeholders 
4 
Stakeholders 
BAR 
BAR 
Manage 
Metadata 
Resource Descriptions 
Records 
Structured Data 
Unstructured Data … 
Technical Terminology
© Enterprise Knowledge, LLC 
Here’s a Tip 
What happens “Behind the Bar,” stays “Behind the Bar” 
5
© Enterprise Knowledge, LLC 
Who is the Stakeholder? 
I need to control my inventory, 
organize supplies, and quickly find 
drink recipes when I’m working my 
shift 
6 
I’m an artist. I need to 
document my creations 
THE BARTENDER 
THE MIXOLOGIST
© Enterprise Knowledge, LLC 
Here’s a Tip 
Plan to build for the Bartender andthe Mixologist 
7
© Enterprise Knowledge, LLC 
Collaborating with Stakeholders 
Ensure all Stakeholders are on the same page 
Why are they there? 
What is their shared goal? 
Define and reiterate requirements 
Focus on the “Why?” 
8
© Enterprise Knowledge, LLC 
Formatting the Taxonomy 
9
© Enterprise Knowledge, LLC 
Machine-Readable to Human-Readable Taxonomy 
10 
Major Categories of Mixed Drinks 
Level 1 Level 2 Level 3 
Ancestrals 
Old Fashioned 
Sazerac 
Improved Gin Cocktail 
Improved Whiskey Cocktail 
Improved Brandy Cocktail 
Sours 
Simple Sours 
Daiquiri 
Complex Sours 
Clover Club 
Sidecar 
Corpse Reviver #2 
Last Word 
Cosmopolitan 
Spirit-Forward Cocktails 
Martini 
Martini Manhattan 
Negroni 
Bijou 
El Presidente 
Step 1: Export the taxonomy 
from the database Step 2: Import data into 
spreadsheet 
1) Use the multilevel list setting 
with headings to format the 
text you will copy and paste 
from the spreadsheet. 
2) Cut and paste the node 
names starting with level 1. 
Enter each level and then 
move to the next column on 
your spreadsheet. 
3) Confirm that the multi-level 
numbering is sequential and 
hierarchical. 
4) Isolate levels of the taxonomy 
to color code or change fonts 
consistently throughout the 
document 
Step 3: Cut and paste 
data into a document 
outline
© Enterprise Knowledge, LLC 
Working With the Taxonomy 
11
© Enterprise Knowledge, LLC 
Testing your Taxonomy 
12 
Major Categories of Mixed Drinks 
Level 1 Level 2 
9. Duos and Trios 
9.1. Alaska Cocktail 
9.2. Stinger 
9.3. Dude-ness 
9.4. White Russian 
10. Champagne Cocktails 
10.1. Old Cuban 
10.2. Air Mail 
10.3. Seelbach 
10.4. Morning Glory Royale 
11. Highballs 
11.1. Simple Highballs 
11.2. Pimm's Cup 
11.3. Presbyterian 
11.4. Complex Highballs 
11.5. Dark and Stormy 
11.6. Americano 
11.7. Anejo Highball 
11.8. Collins 
11.9. Tom Collins 
12. Juleps (Smashes) 
12.1. Mint Julep 
12.2. Champagne Julep 
12.3. Whiskey Smash 
Import from Outline Delete Unique 
Identifiers 
Major Categories of Mixed Drinks 
Level 1 Level 2 
Duos and Trios 
Alaska Cocktail 
Stinger 
Dude-ness 
White Russian 
Champagne Cocktails 
Old Cuban 
Air Mail 
Seelbach 
Morning Glory Royale 
Highballs 
Simple Highballs 
Pimm's Cup 
Presbyterian 
Complex Highballs 
Dark and Stormy 
Americano 
Anejo Highball 
Collins 
Tom Collins 
Juleps (Smashes) 
Mint Julep 
Champagne Julep 
Whiskey Smash 
Save in a Machine 
Readable File Format
© Enterprise Knowledge, LLC 
Putting it Together 
13 
BAR 
BAR 
Manage 
Level 1 Level 2 Level 3 
Ancestrals 
Old Fashioned 
Sazerac 
Improved Gin Cocktail 
Improved Whiskey Cocktail 
Improved Brandy Cocktail 
Sours 
Simple Sours 
Daiquiri 
Complex Sours 
Clover Club 
Sidecar 
Corpse Reviver #2 
Last Word 
Cosmopolitan 
Spirit-Forward Cocktails 
Martini 
Martini Manhattan 
Negroni 
Bijou 
El Presidente 
Red Hook 
Keep It Simple for the Subject Matter Expert 
Record Type 
Resource Description 
Content Types 
Document Object Models 
Search Index 
What happens behind the bar ... 
… Stays behind the bar
© Enterprise Knowledge, LLC 
A Cocktail Recipe 
14 
THE LAST WORD 
Ingredients: 
¾ ozgin 
¾ ozmaraschino liqueur 
¾ ozgreen Chartreuse 
¾ ozfresh lime juice 
ice 
Tools shaker, strainer 
Instructions: 
Shake ingredients with ice and strain into a chilled glass 
There you have it. The last word. 
Recipe and image courtesy of http://www.chow.com/recipes/29168-the-last-word
© Enterprise Knowledge, LLC 
Thank you. 
Angela Pitts 
Enterprise Knowledge, LLCwww.enterprise-knowledge.com 
703.298.7054apitts@enterprise-knowledge.com 
@ahowzep

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Taxonomy for bartenders achieving success and stakeholder buy-in

  • 1. © Enterprise Knowledge, LLC Taxonomy for BartendersAchieving Success and Stakeholder Buy-in Present Taxonomies in a Way that Makes Sense Angela Pitts Taxonomy Analyst Taxonomy Boot Camp 2014, Washington DC
  • 2. © Enterprise Knowledge, LLC Taxonomy for Stakeholders -Straight up Plan ahead –Keep it “Neat” Design & Test -Make it “Smooth” Deploy -Serve “Top-Shelf” 1
  • 3. © Enterprise Knowledge, LLC The Problem and the Solution 2 Metadata Fields Metadata Values Taxonomies (Flat or Hierarchical) Controlled Vocabularies
  • 4. © Enterprise Knowledge, LLC Here’s a Tip KISS ME –Keep it Simple for the Subject Matter Expert 3
  • 5. © Enterprise Knowledge, LLC Talking to stakeholders 4 Stakeholders BAR BAR Manage Metadata Resource Descriptions Records Structured Data Unstructured Data … Technical Terminology
  • 6. © Enterprise Knowledge, LLC Here’s a Tip What happens “Behind the Bar,” stays “Behind the Bar” 5
  • 7. © Enterprise Knowledge, LLC Who is the Stakeholder? I need to control my inventory, organize supplies, and quickly find drink recipes when I’m working my shift 6 I’m an artist. I need to document my creations THE BARTENDER THE MIXOLOGIST
  • 8. © Enterprise Knowledge, LLC Here’s a Tip Plan to build for the Bartender andthe Mixologist 7
  • 9. © Enterprise Knowledge, LLC Collaborating with Stakeholders Ensure all Stakeholders are on the same page Why are they there? What is their shared goal? Define and reiterate requirements Focus on the “Why?” 8
  • 10. © Enterprise Knowledge, LLC Formatting the Taxonomy 9
  • 11. © Enterprise Knowledge, LLC Machine-Readable to Human-Readable Taxonomy 10 Major Categories of Mixed Drinks Level 1 Level 2 Level 3 Ancestrals Old Fashioned Sazerac Improved Gin Cocktail Improved Whiskey Cocktail Improved Brandy Cocktail Sours Simple Sours Daiquiri Complex Sours Clover Club Sidecar Corpse Reviver #2 Last Word Cosmopolitan Spirit-Forward Cocktails Martini Martini Manhattan Negroni Bijou El Presidente Step 1: Export the taxonomy from the database Step 2: Import data into spreadsheet 1) Use the multilevel list setting with headings to format the text you will copy and paste from the spreadsheet. 2) Cut and paste the node names starting with level 1. Enter each level and then move to the next column on your spreadsheet. 3) Confirm that the multi-level numbering is sequential and hierarchical. 4) Isolate levels of the taxonomy to color code or change fonts consistently throughout the document Step 3: Cut and paste data into a document outline
  • 12. © Enterprise Knowledge, LLC Working With the Taxonomy 11
  • 13. © Enterprise Knowledge, LLC Testing your Taxonomy 12 Major Categories of Mixed Drinks Level 1 Level 2 9. Duos and Trios 9.1. Alaska Cocktail 9.2. Stinger 9.3. Dude-ness 9.4. White Russian 10. Champagne Cocktails 10.1. Old Cuban 10.2. Air Mail 10.3. Seelbach 10.4. Morning Glory Royale 11. Highballs 11.1. Simple Highballs 11.2. Pimm's Cup 11.3. Presbyterian 11.4. Complex Highballs 11.5. Dark and Stormy 11.6. Americano 11.7. Anejo Highball 11.8. Collins 11.9. Tom Collins 12. Juleps (Smashes) 12.1. Mint Julep 12.2. Champagne Julep 12.3. Whiskey Smash Import from Outline Delete Unique Identifiers Major Categories of Mixed Drinks Level 1 Level 2 Duos and Trios Alaska Cocktail Stinger Dude-ness White Russian Champagne Cocktails Old Cuban Air Mail Seelbach Morning Glory Royale Highballs Simple Highballs Pimm's Cup Presbyterian Complex Highballs Dark and Stormy Americano Anejo Highball Collins Tom Collins Juleps (Smashes) Mint Julep Champagne Julep Whiskey Smash Save in a Machine Readable File Format
  • 14. © Enterprise Knowledge, LLC Putting it Together 13 BAR BAR Manage Level 1 Level 2 Level 3 Ancestrals Old Fashioned Sazerac Improved Gin Cocktail Improved Whiskey Cocktail Improved Brandy Cocktail Sours Simple Sours Daiquiri Complex Sours Clover Club Sidecar Corpse Reviver #2 Last Word Cosmopolitan Spirit-Forward Cocktails Martini Martini Manhattan Negroni Bijou El Presidente Red Hook Keep It Simple for the Subject Matter Expert Record Type Resource Description Content Types Document Object Models Search Index What happens behind the bar ... … Stays behind the bar
  • 15. © Enterprise Knowledge, LLC A Cocktail Recipe 14 THE LAST WORD Ingredients: ¾ ozgin ¾ ozmaraschino liqueur ¾ ozgreen Chartreuse ¾ ozfresh lime juice ice Tools shaker, strainer Instructions: Shake ingredients with ice and strain into a chilled glass There you have it. The last word. Recipe and image courtesy of http://www.chow.com/recipes/29168-the-last-word
  • 16. © Enterprise Knowledge, LLC Thank you. Angela Pitts Enterprise Knowledge, LLCwww.enterprise-knowledge.com 703.298.7054apitts@enterprise-knowledge.com @ahowzep