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Speakers:

Keynote and opening session: Bob Boiko

Bob Boiko is the author of the Content Management Bible and is considered the guru of content management. Mr. Boiko is currently President of Metatorial Services, Inc. and an affiliate faculty member of the Information School at the University of Washington.

Closing session: Rebbeca B. Vargha, SLA President

Rebbeca Vargha has been a Librarian, School of Information and Library Science (SILS) at the University of North Carolina, Chapel Hill since 2001. Her responsibilities as head of that library include collection development, staff supervision, liaison with departmental faculty and the central library, reference and research assistance, and facilities management. Before SILS she worked as Senior Research Specialist at Nortel Networks, where she partnered with clients globally to develop and deliver enhanced, value-added strategic information solutions through training, demonstrations and presentations. Prior to Nortel, she was an information analyst for SAS (a software company).


The Otipimsuak Project: Content Management and Web Design in an Aboriginal Context - Lisa Given and Heather Simpson, University of Alberta.

New technologies (such as web portals) hold great promise for the development of Indigenous Knowledge (IK) systems that can document aboriginal histories, present archival materials, and bring traditional languages to life. This presentation will explore the development of one project designed to gather and organize materials documenting the history and culture of the Métis people in Northwest Saskatchewan, which will ultimately inform the design of a web portal that will be used by teachers, librarians, scholars, and members of the local Métis community. We will explore the benefits and challenges involved in creating appropriate information architecture schemes for aboriginal knowledge, including the design of controlled vocabularies. Lisa Given is Associate Professor in the School of Library and Information Studies, University of Alberta. Her research examines web usability, information behaviors, and knowledge management, especially in higher education.Heather Simpson is in the combined Master of Library and Information Studies and Humanities Computing program, University of Alberta. Her interests include web usability, GIS and new models of knowledge management.


Taxonomies 101 : Case Study and Practical Applications of a Taxonomy - Kathryn Breininger and Mary Whittaker, Boeing Company

In this workshop, participants will learn what a taxonomy is, how it can be used to organize and find information, and some methodologies and standards for constructing taxonomies. Participants will also learn techniques for involving users in the development of taxonomies, getting buy-in and acceptance, how to test the effectiveness of the taxonomy, and how to promote an understanding of the value of a taxonomy. Attendees will participate in practical hands-on exercises to gain experience in creating taxonomies and other controlled vocabularies.

Kathryn Breininger is a librarian at The Boeing Company and is the project manager for Boeing's XML Registry. She participates on the controlled vocabulary team developing Boeing's taxonomies. Her interests include using emerging technologies and information management practices to increase efficiency in information discovery.

Mary Whittaker is the lead cataloger at The Boeing Library and Learning Center Services (The Boeing Company) in Seattle, Washington. She serves as the steward of the enterprise-wide acronym list. Mary helped to develop the original Boeing Taxonomy and she is an active member of the vocabulary management services team. She volunteers as the Lending Librarian for the SLA Pacific Northwest Chapter.


Implementing Knowledge Management Initiatives at PATH- Olga Shargorodska, PATH

This presentation introduces the knowledge systems of PATH (Program for Appropriate Technology in Health) a nonprofit organization in Seattle. Many different people, programs and teams share their documents, knowledge and expertise for the benefit of the whole organization. Information structures include servers all over the world, access to an internal web site that serves as the main information sharing system. Resources include the company intranet, multiple SharePoint sites and a shared drive seen by all locations and email. PATH has been developing a new and improved intranet site that provides better visibility of resources and more flexibility for staff participation by creating better publishing, blogs and feedback options.

Olga Shargorodska works for PATH in Seattle, WA. She has previous experience working as a contractor for EPA Region 10 Library in Seattle; as aknowledge coordinator for Ernst & Young in Moscow, Russia; and for the Harvard Institute for International Relations as librarian. Ms. Shargorodska has an MLS from Drexel University, Philadelphia, PA.  


The Human Side of Content Management - Rahel Anne Bailie, Strategy A Business Consulting

Why is all the content management system talk about the technology? Which system will be adopted? On what platform? With what feature set? What gets discussed less is the governance, process control, and change management issues--which happen to be the top factors for a successful adoption of content management within an organization. This session covers common reasons projects fail--factors that result in hard costs, human factors, the most common stumbling blocks, and what can be done to mitigate the risk of failure.

Rahel Anne Bailie, of Strategy A Business Consulting, consults on content management projects, where she helps with requirements, content, and technology analyses. Rahel sits on the Management Committee of the international Content Management Professionals Association, and is a founder of the Canada West CM Pros chapter of CM Pros.


Creating a Customized Content Management Solution from the Ground Up: A Case Study - Jason Eiseman, Schwabe, Williamson & Wyatt

Learn ways to implement content management solutions in small organizations. The Oregon Chapter of SLA (ORSLA) website redesign serves as an example of how an organization can use home-made solutions to meet its content management needs. Using ColdFusion programming, CSS, and a Microsoft Access database we were able to plan and implement a small but extensible content management system, including security based on member roles in the organization. Attendees will have a backstage pass to the database, files, and folders that drive this system, as they learn how and why the ORSLA website works the way it does.

Jason Eiseman is the Computer Automation Librarian at Schwabe, Williamson & Wyatt in Portland, Oregon. He designs, programs, and manages web applications for the firm's intranet. Mr. Eiseman has a MLS from Emporia State University.


Taxonomies for Metadata and Information Architecture - Alice Redmond-Neal, Access Innovations, Inc.

This presentation will review taxonomies and thesauri as knowledge organization systems. We will demystify metadata and explore its relationship to taxonomies and thesauri. In addition to taxonomies and metadata, we will consider the other major components of information architecture--content organization, search, labeling, and navigation--and show how they are supported by the descriptive subject terms of taxonomies, applied as metadata to web content.

Ms. Redmond-Neal is Training Director and Chief Lexicographer for Access Innovations, Inc. A member of SLA Rio Grande Chapter, she has created numerous thesauri for general information coverage and for highly technical subject matter.


If You Don't Do It, Somebody Else Will...Why Librarians Should Become Content Managers - Susan Tyrrell

Concepts of enterprise content management (ECM) systems are briefly visited, with emphasis on their similarities to library systems. The typical responsibilities of a content manager specialist are described, including project manager, business analyst, systems analyst, support analyst, trainer, and technical writer. Experience as a special librarian helps. Skill gaps typical of librarians are identified and examined, and suggestions for ways these gaps can be bridged will be provided. We conclude with a discussion of why ECM is a rewarding career option for special librarians, and more significantly, why organizations need librarians involved in their ECM implementations.

Susan Tyrrell has worked as a special librarian, records manager, consultant and content management specialist. She holds an MLS from McGill University, a diploma in computer programming, and an ECM certificate from AIIM.


Best Practices vs. Practicalities: Qualitative Decisions for Delivering the Best Content to Customers - Rahel Anne Bailie, Strategy A Business Consulting and Trevor Paterson, CHC Helicopters.

Content management technology can handle the sophisticated variations of content delivery. We can publish from a single source from multiple databases and multiple applications to multiple channels, to multiple audiences, with multiple variants. But just because we can, does that mean we should? What happens when the application of technology over-engineers the content? What is the effect on end users? This round table discussion explores the practical and ethical issues that arise when the quality of content can be compromised when dependence on a content management system to slice and dice content for our end users over-automates our content.

Rahel Anne Bailie, of Strategy A Business Consulting, consults on content management projects, where she helps with requirements, content, and technology analyses. Rahel sits on the Management Committee of the international Content Management Professionals Association, and is a founder of the Canada West CM Pros chapter of CM Pros.

Trevor Paterson works at CHC Helicopters, the world's leading provider of heavy and medium helicopter services to the global offshore oil and gas industry, as CMS Administrator. He sees Content Management as a tool for conveying knowledge between individuals - not just a tool for managing information.


Taking the "Taxing" Out of Taxonomy - Trevor Paterson, CHC Helicopters

If taxonomy in your organization seems taxing, come and benefit from CHC's basic lessons to date. Hear how "why", "when" and "how" CHC's FAQ's helped derive the six main categories of its taxonomy. See how the categories elegantly line up into three logical pairs that users and authors can easily remember. Discuss scenarios from your own organization in which terms need to be first defined and then prescribed as the only allowable words for certain documentation.

Trevor Paterson works at CHC Helicopters, the world's leading provider of heavy and medium helicopter services to the global offshore oil and gas industry, as CMS Administrator. He sees Content Management as a tool for conveying knowledge between individuals - not just a tool for managing information.


Before You Start - Conducting an Information Needs Assessment as a Foundation for CM, Website, Intranet and Other High-Level Projects - Donna Cohen

Plan, plan, plan! Before you undertake a major organizational project, have you and your colleagues spent time clearly defining the need for it, the specific desirable goals and outcomes, how your audience [internal and/or external] perceive the project, their roles, and the project's impact on them? Have you outlined a detailed, lucid approach to data collection? This workshop will demonstrate from soup to nuts considerations for each stage of a needs assessment. We'll also reflect on the pros and cons of using internal resources vs. inviting an outside consultant. Outcomes-based evaluation and logic models will be mentioned.

Ms. Cohen assists organizations in the acquisition, organization, management and distribution of information. She has been a public and an academic librarian, a project manager, a trainer, and an instructor at the public school and college levels. She conducts needs analyses and evaluations, develops taxonomies and databases, trains and teaches needs assessment. Ms. Cohen is a Master of Library and Information Studies and a Master of Education.


Implementing a Content Management Solution - Do your homework! - Farida Hasanali

This presentation is designed to give you the basics you need to prepare for, or consider, a content management solution for your organization. We will also cover how and where content management fits into your enterprise architecture and what are some of the tell-tale signs that your organization is ready for a content management system. How much content, what are its ultimate uses, what are the handling processes, and who are the people involved in content management? What about the content lifecycle and taxonomies? Who should have access and how will the content be delivered?

Farida Hasanali focuses on the standardization and collection of knowledge and skills as part of a comprehensive knowledge management effort at Xpediant. Previously, she was program manager for APQC's Knowledge Sharing Network (KSN), involved in creating processes and guiding the infrastructure to promote and share knowledge with the public. She identified user requirements, selected vendors, built taxonomies, and managed the KSN's customer facing support structure.


Going Live: Roles and Processes to Build and Maintain a Higher Education Web Site - Eric Hodgson

During his presentation, Eric will cover the latest models and best practices in higher education to support and maintain the content on, and quality of, your website. Eric will outline roles across campus to support the development of a site, long-term planning, and site maintenance. Sample organizational charts will also be included. This session will also show specific examples to improve site maintenance, including template structure, authoring processes, content relationships, and image management. At the end of this session, participants will leave with a stronger sense of what needs to be done to ensure a successful Web plan is in place and how they can improve the overall process.

Eric Hodgson brings six years of experience helping with Web strategy, content management implementation, site maintenance, training, and staffing. Eric specializes in helping colleges and universities improve their Web presence. He has a Bachelor of Arts Degree in Marketing with an emphasis in Market Research and Distribution.


It's 2027, Do You Know Where Your Content Is? - Scott Hinckley

You are carefully managing your content today, but will it still be there for the next generation of employees? Can you even find what it looked like from March of last year? You may need that content for a legal case, maybe you have HIPAA regulations on retention, is the SEC going to accept "we don't have that any more"? This presentation will cover areas of concern related to content retention, long-term storage, disaster recovery, business continuance, and similar topics. Discussion will be encouraged.

Scott is a Senior Systems Engineer for Emulex Corporation in Seattle, and is a technical liaison with Microsoft. He presents here as an independent expert in data storage. Scott has made computers and their uses his passion, hobby, and career since he was first introduced to an Apple as a teenager in 1979.


Content Analysis: Methods and Mentoring - Chiara Fox

This session will focus on the methods used to complete a content analysis. Recommendations on how to conduct a comprehensive content audit, when to do a content audit versus a content inventory, how to identify patterns and relationships within content, how to determine what makes up a content genre, and how content analysis helps in content migration will be included. Steps and ideas for teaching these methods to a non-IA will also be discussed. Real-world examples from Chiara's experience as a consultant and in-house IA will be used to illustrate the points.

Chiara Fox is a senior information architect for Adaptive Path. Chiara has years of experience with large-scale content migrations, including one that involved integrating content in ten languages on twenty-three sites. She is also the Director of IA Library for the Information Architecture Institute. Ms. Fox has an MLS from Simmons College.


Taxonomy as Content Outline, Site Map and Search Aid - Marjorie M.K. Hlava (the handout)

The role of taxonomies and standards in a Content Management scenario is often an afterthought. Thinking about the organization of the content and how users extract it is given a lot of lip service, but when it comes to actually applying the concepts to the data the task seems insurmountable. This presentation will provide a practical guide to the creation of content specific taxonomy. This taxonomy will be used as an outline of the content, a site map and a search aid for finding the content stored in a site. Whether the content is to be viewed in a list, or other graphical representations the taxonomy based on the thesaurus provides the most robust way to tag and access the knowledge stored in a CMS list, or other graphical representations. The taxonomy based on the thesaurus provides the most robust way to tag and access the knowledge stored in a CMS.

Ms. Hlava is founder and President of Access Innovations. She is responsible for company operations and for professional consulting in the areas of management and database design and development for national and international corporations, small business, associations, government offices and departments. Projects have included design, workflow analysis, project administration, database design, software development and problem solving. Special research in areas of making database production more efficient, such as machine aided indexing, multi-lingual access for databases and machine translation. Special services include the creation and implementation of thesauri and taxonomies and the addition of metadata to the information objects in a content management system. Margie holds three patents (pending and full) in automatic text processing and management.


Build a Better Relationship with IT: Understanding Web Project Management - Christina Zeller

Any content management system implementation involves working closely with information systems developers, either internally or through a contractor. This session will give you the tools to build a more successful working relationship with your systems department or contractor by introducing you to project management and website development processes. Understanding these processes will help you communicate more effectively with project managers, developers, and contractors. The presenter will drawn on experience redesigning a corporate intranet, designing internal knowledge management systems, participating in electronic filing and legal research system development projects, and managing CM implementations for public and internal web environments.

Christina Zeller is the manager of InfoAction, Vancouver Public Library's fee-based research and reference service. She previously managed the content and usability of the BC Securities Commission website and provided usability and information architecture expertise to web projects for the Commission and the Canadian Securities Administrators (CSA). She managed two successful CMS implementations at BCSC, and wrote the process documentation for a well-known international web development company.


Best Practices for Document Delivery - William Hayes

Document delivery requires constant attention and can sidetrack library staff from doing critical work when core functions have not been optimized. With the evolution of technology to meet varied content delivery and consumption needs, there exist many opportunities for enhancing traditional document delivery to increase overall library efficiency and improve the end user experience. This session highlights some of the best practices of document delivery management, adopted by Biogen Idec and other leading companies. A brief snapshot of the current document delivery marketplace is also provided.

William Hayes, PhD Molecular Biology and Bachelors in Aerospace Engineering from Georgia Tech, is the head of the Library and Information Services at Biogen Idec. He is focused on extracting the maximum value out of the available literature content through the use of the best techniques in literature analytics and newer operational guidelines. He was recently the Head of Cross-Discovery Strategic Informatics at AstraZeneca focusing on various data/text/image mining technologies and knowledge management.


If at First You Don't "Succeed" (Case Study of Managing Intranet Content) - Susan Smith

Since the 1990's at Weyerhaeuser, new technologies (with various rates of success) have been introduced to tame the intranet chaos. We have a portal, a document management system, a web content management system, a new intranet search engine. But we still have ROT (redundant, outdated, trivial) content that obscures the durable content we want to make findable. We lack governance and we still don't have working disposal of information per records management retention standards. But the new VP of Corporate Communications understands the value of electronic information and how it is delivered. We are focusing on streamlining supply chains and project teams are looking to leverage existing technologies and work with internal experts. Our intranet is being redesigned and governance is a key deliverable of that project. We are also working on an electronic records management project. All this opens the door for "spreading the CM word".


 

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Last updated:2006-11-10 by Sandra Wong