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Effective Taxonomies
after migrations &
redesigns
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
FROM → TO
2
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
FROM → TO
3
You need all three:
1. You have to deal with what you already
have.
2. You need to know where you are going.
3. You have to figure out how to move from the
current to desired state.
1 23
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
FROM → TO
4
The actual planning process is more of a dance.
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
FROM → TO
5
• Inventories (including coverage)
• Metrics and various evaluations
• Re-evaluating goals and successes
• Current process reviews
1
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 6
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 7
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
FROM → TO
8
• Context that taxonomy is presented within
• Desired taxonomy itself
• Content strategy, including how well the
taxonomy can be covered over time
2
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 9http://hobbs.link/meta-sweet
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 10http://hobbs.link/topic-context
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
FROM → TO
11
• Mappings
• Content creation plan (for coverage)
• Process for transformation
You can’t fully plan how to get from the source
to the target unless both are defined!
3
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 12
0
100
200
300
400
500
600
700
800
900
1000
#	of	topics
Before	Redesign
After	Redesign
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
• Taxonomy itself
• How taxonomy applied
• Context
• Functionality
13
Components of successful
taxonomy on a website, intranet,
or extranet
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Each of these should be
considered in planning the three
main components of a migration
FROM → TO
Taxonomy itself
Application of
taxonomy
Context
Functionality
14
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Will now look at these
in more detail
15
Mappings &
Metrics to define taxonomy
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Mappings
16
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 17
from to
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 18
from to→
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 19
from to→
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 20
You can’t rely on this mapping
for automated migration
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
The	DIRECTION	of	the	mapping	
matters
21
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 22
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Metrics to refine
taxonomy and engage
with stakeholders
23
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 24
Assess
Gather
metrics
Agree on
cull
Retag Relaunch
http://bit.ly/exploding-topics
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Metrics
• Supply (6 metrics) – does this topic page
have the right content?
• Demand (4 metrics) – does the outside
world care about this topic?
• Core three metrics:
• Last research published within last six
months
• Greater than 10 content items
• More than 10 pageviews in last six months
25
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
The Ten Metrics
26
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Data from multiple sources
27http://bit.ly/source-inv
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Rules to define disposition
28
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Recommendations based on metrics
29
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Topic health reports
30
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Action-oriented dashboard
31
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 32
#TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com
Thanks!
http://migrationhandbook.com · https://davidhobbsconsulting.com

More Related Content

Effective taxonomies after migrations and redesigns

  • 2. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com FROM → TO 2
  • 3. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com FROM → TO 3 You need all three: 1. You have to deal with what you already have. 2. You need to know where you are going. 3. You have to figure out how to move from the current to desired state. 1 23
  • 4. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com FROM → TO 4 The actual planning process is more of a dance.
  • 5. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com FROM → TO 5 • Inventories (including coverage) • Metrics and various evaluations • Re-evaluating goals and successes • Current process reviews 1
  • 6. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 6
  • 7. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 7
  • 8. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com FROM → TO 8 • Context that taxonomy is presented within • Desired taxonomy itself • Content strategy, including how well the taxonomy can be covered over time 2
  • 9. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 9http://hobbs.link/meta-sweet
  • 10. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 10http://hobbs.link/topic-context
  • 11. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com FROM → TO 11 • Mappings • Content creation plan (for coverage) • Process for transformation You can’t fully plan how to get from the source to the target unless both are defined! 3
  • 12. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 12 0 100 200 300 400 500 600 700 800 900 1000 # of topics Before Redesign After Redesign
  • 13. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com • Taxonomy itself • How taxonomy applied • Context • Functionality 13 Components of successful taxonomy on a website, intranet, or extranet
  • 14. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Each of these should be considered in planning the three main components of a migration FROM → TO Taxonomy itself Application of taxonomy Context Functionality 14
  • 15. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Will now look at these in more detail 15 Mappings & Metrics to define taxonomy
  • 16. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Mappings 16
  • 17. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 17 from to
  • 18. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 18 from to→
  • 19. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 19 from to→
  • 20. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 20 You can’t rely on this mapping for automated migration
  • 21. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com The DIRECTION of the mapping matters 21
  • 22. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 22
  • 23. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Metrics to refine taxonomy and engage with stakeholders 23
  • 24. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 24 Assess Gather metrics Agree on cull Retag Relaunch http://bit.ly/exploding-topics
  • 25. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Metrics • Supply (6 metrics) – does this topic page have the right content? • Demand (4 metrics) – does the outside world care about this topic? • Core three metrics: • Last research published within last six months • Greater than 10 content items • More than 10 pageviews in last six months 25
  • 26. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com The Ten Metrics 26
  • 27. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Data from multiple sources 27http://bit.ly/source-inv
  • 28. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Rules to define disposition 28
  • 29. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Recommendations based on metrics 29
  • 30. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Topic health reports 30
  • 31. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Action-oriented dashboard 31
  • 32. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com 32
  • 33. #TaxoBC · @jdavidhobbs · https://davidhobbsconsulting.com Thanks! http://migrationhandbook.com · https://davidhobbsconsulting.com