Guiding Others Through the          Maze:Working with Stakeholders to     Build a Taxonomy         Theresa Putkey      Inf...
What We’ll Cover• How to help people in a taxonomy  workshop• Continuing to build knowledge while  building the taxonomy• ...
Taxonomy Workshop•   Beginning, middle, end•   History on taxonomy•   Metadata vs taxonomy•   Process•   Who it is for•   ...
CBCCopyright (C) Key Pointe Usability        Consulting, Inc.
CBC                                     ArchivesCopyright (C) Key Pointe Usability        Consulting, Inc.
AmazonCopyright (C) Key Pointe Usability        Consulting, Inc.
Not Able to Do a Workshop?• Go over the  central ideas with  the client one on  one or one on two• It’s important to  give...
Building a Taxonomy• Don’t hold out till  the end!• Review and iterate  frequently.• You’ll get valuable  feedback• You’ll...
Enlist the Client• To build parts of the  taxonomy. This way  they can learn as  you go along.                Copyright (C...
Maintaining the Taxonomy• When the client starts  making appropriate  revisions to the  taxonomy, that’s  when you know th...
Like Usability Testing• It’s important to remember that others  don’t understand taxonomies like we do,  but they are the ...
Summary• Recommend a workshop, if possible. If  not, then go over the principles one-on-  one.• Continue to reinforce thes...
Contact Info•   604 563 6317•   tputkey@keypointe.ca•   www.keypointe.ca•   @tputkey
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Guiding Others Through the Maze: Working with Stakeholders to Build a Taxonomy

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  • My background.
  • With usability testing, if the product doesn’t work, we don’t blame the user, we revise our design. It should be the same way for taxonomy.
  • Guiding Others Through the Maze: Working with Stakeholders to Build a Taxonomy

    1. 1. Guiding Others Through the Maze:Working with Stakeholders to Build a Taxonomy Theresa Putkey Information Architect Copyright (C) Key Pointe Usability Consulting, Inc.
    2. 2. What We’ll Cover• How to help people in a taxonomy workshop• Continuing to build knowledge while building the taxonomy• Teaching others about the maintenance process Copyright (C) Key Pointe Usability Consulting, Inc.
    3. 3. Taxonomy Workshop• Beginning, middle, end• History on taxonomy• Metadata vs taxonomy• Process• Who it is for• Maintenance• Give real life examples (think Zappos, Amazon, REI) Copyright (C) Key Pointe Usability Consulting, Inc.
    4. 4. CBCCopyright (C) Key Pointe Usability Consulting, Inc.
    5. 5. CBC ArchivesCopyright (C) Key Pointe Usability Consulting, Inc.
    6. 6. AmazonCopyright (C) Key Pointe Usability Consulting, Inc.
    7. 7. Not Able to Do a Workshop?• Go over the central ideas with the client one on one or one on two• It’s important to give them examples that they can explore on their own. Copyright (C) Key Pointe Usability Consulting, Inc.
    8. 8. Building a Taxonomy• Don’t hold out till the end!• Review and iterate frequently.• You’ll get valuable feedback• You’ll be able to demonstrate how it works. Copyright (C) Key Pointe Usability Consulting, Inc.
    9. 9. Enlist the Client• To build parts of the taxonomy. This way they can learn as you go along. Copyright (C) Key Pointe Usability Consulting, Inc.
    10. 10. Maintaining the Taxonomy• When the client starts making appropriate revisions to the taxonomy, that’s when you know they’ll be able to maintain it on their own. Copyright (C) Key Pointe Usability Consulting, Inc.
    11. 11. Like Usability Testing• It’s important to remember that others don’t understand taxonomies like we do, but they are the ones that will need to use them.• If the client doesn’t understand the taxonomy, it’s because we haven’t explained it well enough or we haven’t structured it properly. Copyright (C) Key Pointe Usability Consulting, Inc.
    12. 12. Summary• Recommend a workshop, if possible. If not, then go over the principles one-on- one.• Continue to reinforce these ideas by getting reviews early and often to help reinforce taxonomy principles.• Someone understands the principles when they start reviewing it and modifying it accurately.• Do what works for the client. Copyright (C) Key Pointe Usability Consulting, Inc.
    13. 13. Contact Info• 604 563 6317• tputkey@keypointe.ca• www.keypointe.ca• @tputkey

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