Enterprise Taxonomy for FIFA - World Information Architecture Day (WIAD) Switzerland 2015

01 WORLD IA DAY 2015 PRESENTATION TITLE HERE

Enterprise Taxonomy for FIFA

@AdamUngstad | #WIAD15

THREE THINGS 1.  Why did FIFA need an enterprise taxonomy?

2.  Project Structure & Phases

3.  Lessons Learned

Photograph Creative Commons Licensed��Home of FIFA by Gabriel Garcia Marengo -https://www.flickr.com/photos/gabrielgm/


WHY ENTERPRISE TAXONOMY? BUSINESS DRIVERS

Photograph Creative Commons Licensed��Hallway at FIFA by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/

PUBLISHING TO NEW CHANNELS •  Building an extranet to better communicate with external audiences •  Need to publish material for specific football associations •  Need to reduce clutter and improve relevance for end user experience •  Having a large collection means being able to re-use items in new ways

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Image by Adam Ungstad

ENTERPRISE FINDABILITY •  Enterprise content scattered in file stores, intranets, databases, CMS, DAM, etc •  Things become lost, organization loses its memory & staff lose time looking for things •  Trails of correspondence throughout the organization •  FIFA was established in 1904…. Over 100 years of content to manage!

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Photograph Creative Commons Licensed��Needle in Haystack by Bindaas Madhavi - https://www.flickr.com/photos/mkuram/

WORLD IA DAY 2015

PROJECT STRUCTURE PUTTING THE PIECES TOGETHER

PROJECT SPONSOR

PROJECT MANAGER

CONSULTANT

CORE TEAM

EXTENDED TEAM Icons by Iconmonstr - http://iconmonstr.com/license/

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PROJECT PHASES 1.  Discovery

2.  Kick-Off

3.  Analysis & Definition

4.  Testing & Validation

5.  Close-out

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DISCOVERY WHAT ARE WE WORKING WITH?

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STAKEHOLDER INTERVIEWS •  Phone calls vs in-person •  Record the conversations •  Don’t take notes during the interviews •  Synthesize, look for themes

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INTERNAL RESEARCH •  Identify & collect existing taxonomies •  Review search logs •  Understand the nature of the collection you are working with •  Who else should you be talking to?

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PREPARE FOR KICK-OFF •  Make your own collection of items of the collection you are working with •  Collect terms for card-sorting & other exercises •  Review any preliminary risks with project manager •  Figure out what questions you need to be asking

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Photograph Creative Commons Licensed ��FIFA World Cup Ball 2014 by Tim Reckmann - https://www.flickr.com/photos/foto_db/


KICK-OFF DEFINING THE PROJECT AND ITS CONTEXT

Photograph by Adam Ungstad

KICK-OFF FORMAT •  ½ Day •  10-15 Participants •  Drawing + table space •  Best when done more than once

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Photograph by Jess McMullin

KICK-OFF EXERCISES •  Define a Document!•  Metadata Dot-Mocracy!•  Controlled Value Lists!

•  Break

•  Define “Official”!•  Card-Sorting!•  World Café!

• 

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HOW TO START THINGS RIGHT •  Be prepared, get set up beforehand •  Be engaged at all times •  Use stories that people can relate to •  Don’t waste people’s time

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ANALYSIS & DEFINITION DIVING INTO THE DETAILS


BUILDING A DRAFT TAXONOMY •  Analyzing workshop results •  Finding and combining existing taxonomies •  Industry standards •  The larger metadata strategy

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INTERNAL ANALYSIS •  Review of workshop results + follow up •  Integrate organizational priorities •  Duplications, gaps & problem areas •  Refine your work with core team

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http://www.fifa.com/mm/document/affederation/administration/01/28/72/70/hof-ee.pdf

Photograph Creative Commons Licensed ��Home of FIFA by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/

ALIGNING WITH STANDARDS •  Always use DUBLIN CORE 15 core elements •  Also used ICA's General International Standard Archival Description - ISAD(G) •  You can use different parts of different standards •  Gives your taxonomy a solid foundation & enables interoperability


TESTING & VALIDATION WILL OUR PLAN WORK?


TREE TESTING •  Tests how users navigate a hierarchy •  Identifies problem areas •  Shows the paths actually taken •  Needs more than one iteration

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TAGGING TEST •  How will people tag things with your taxonomy? •  If things are not classified properly they effectively become lost •  No commercial systems for this right now – Excel DYI Version

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2 Image by Adam Ungstad


CLOSE OUT FINAL DELIVERABLES & NEXT STEPS

Photograph Creative Commons Licensed ��Home of FIFA at Night by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/

FINAL TAXONOMY •  Overview, Document Types, Document Classes •  Other Metadata Elements, Navigation Tree, Standards Map •  Large controlled lists for Entities, Projects, Places and Formats •  Origins of elements (to be able to map with existing taxonomy)

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FINAL REPORT •  Visual representations of the taxonomy •  Walk-through & discussion of components of taxonomy •  Recommendations on workflow, document lifecycle, organizational change, governance •  Identification of other systems / areas where taxonomy should be used

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NEXT STEPS •  What workflows will be used to tag new and existing documents? •  Where will the metadata be stored? •  Who will maintain the taxonomy? •  How does this taxonomy relate to other taxonomies in the organization?

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LESSONS LEARNED 1.  Project Management is essential

2.  IA, workflow, lifecycles, org structure, everything is intertwingled

3.  Address obstacles to implementation as early as possible

INFORMATION ARCHITECTURE MAKES US HAPPY •  Global audiences, global authors •  Information architecture defines how information is structured, presented, and exchanged •  Enterprise taxonomy enables the design of experiences that excel

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Photograph by Adam Ungstad Photograph Creative Commons Licensed ��Korean Football Fan by Tourism Korea - http://english.visitkorea.or.kr/enu/index.kto


THANK YOU!

Adam Ungstad UNGSTAD information architects [email protected] | @AdamUngstad

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Enterprise Taxonomy for FIFA - World Information Architecture Day (WIAD) Switzerland 2015