Enhance your records management program with a taxonomy #sla2013

Enhance your records management program with a taxonomy

Marjorie Hlava:

Records are the history of the business and the living records of the business.

There are legal restrictions on what we can do with them, unlike most library materials.

Unstructured or some kind of document management, but need to have access.

One of the tools is a taxonomy.

Master data: tightly controlled, people’s names, business units, etc.

Controlled reference sources: including thesaurus, etc.

High-quality metadata is needed for acceptable access to business records.

Not every taxonomy is a hierarchy:

  • Faceted: metadata
  • Flat: controlled vocabulary, picklists
  • Hierarchical: classification schemes
  • Networked: thesaurus
  • Ring taxonomy: synonym rings

Full-text search [alone] doesn’t work very well: too often we put a dumb search engine on top of smart metadata.

Rachel Lurie, Lurie Information:

Worked with VA hospitals in New York. Had to comply with federal regulations, National Archives rules, VA rules. Schedules come and go.

When people were told, “You will be audited,” then they got interested in taxonomy and retention schedules.


Starting a taxonomy project #sla2013

Alice Redmond-Neal talked about what a taxonomy is and how to build one.

Miraida Morales talked about designing a taxonomy for an e-commerce site selling antiques and luxury goods. Site allowed dealers to upload information on their products, but there were a lot of errors.

Did research on what people actually call things.

Many cross references:

  • Meta-tags (picked up by Google, Yahoo)
  • Internal search
  • Auto completions: help users avoid typos, ambiguous terms

Used http://schema.org/Product

Re-directs from pages based on old names for things.

Carpets vs. rugs (people think of carpets as wall-to-wall)

couches vs. sofas