taxonomy for bartenders achieving success and stakeholder buy-in

© Enterprise Knowledge, LLC

Taxonomy for BartendersAchieving Success and Stakeholder Buy-in

Present Taxonomies in a Way that Makes Sense

Angela PittsTaxonomy Analyst

Taxonomy Boot Camp 2014, Washington DC


Taxonomy for Stakeholders - Straight up

Plan ahead – Keep it “Neat”

Design & Test - Make it “Smooth”

Deploy - Serve “Top-Shelf”

1


The Problem and the Solution

2

Metadata Fields

Metadata Values

Taxonomies (Flat or

Hierarchical) Controlled

Vocabularies


Here’s a Tip

KISS ME – Keep it Simple for the Subject Matter Expert

3


Talking to stakeholders

4

Stakeholders

BAR

BAR

Manage MetadataResource DescriptionsRecordsStructured DataUnstructured Data …

Technical Terminology


Here’s a Tip

What happens “Behind the Bar,” stays “Behind the Bar”

5


Who is the Stakeholder?

I need to control my inventory, organize supplies, and quickly find drink recipes when I’m working my shift

6

I’m an artist. I need to document my creations

THE BARTENDER

THE MIXOLOGIST


Here’s a Tip

Plan to build for the Bartender and the Mixologist

7


Collaborating with Stakeholders

Ensure all Stakeholders are on the same page

Why are they there?

What is their shared goal?

Define and reiterate requirements

Focus on the “Why?”

8


Formatting the Taxonomy

9


Machine-Readable to Human-Readable Taxonomy

10

Major Categories of Mixed Drinks

Level 1 Level 2 Level 3

Ancestrals

Old Fashioned

Sazerac

Improved Gin Cocktail

Improved Whiskey Cocktail

Improved Brandy Cocktail

Sours

Simple Sours

Daiquiri

Complex Sours

Clover Club

Sidecar

Corpse Reviver #2

Last Word

Cosmopolitan

Spirit-Forward Cocktails

Martini

Martini Manhattan

Negroni

Bijou

El Presidente

Step 1: Export the taxonomy from the database Step 2: Import data into

spreadsheet

1) Use the multilevel list setting

with headings to format the

text you will copy and paste

from the spreadsheet.

2) Cut and paste the node

names starting with level 1.

Enter each level and then

move to the next column on

your spreadsheet.

3) Confirm that the multi-level

numbering is sequential and

hierarchical.

4) Isolate levels of the taxonomy

to color code or change fonts

consistently throughout the

document

Step 3: Cut and paste data into a document outline


Working With the Taxonomy

11


Testing your Taxonomy

12


Level 1 Level 2

9. Duos and Trios

9.1. Alaska Cocktail

9.2. Stinger

9.3. Dude-ness

9.4. White Russian

10. Champagne Cocktails

10.1. Old Cuban

10.2. Air Mail

10.3. Seelbach

10.4. Morning Glory Royale

11. Highballs

11.1. Simple Highballs

11.2. Pimm's Cup

11.3. Presbyterian

11.4. Complex Highballs

11.5. Dark and Stormy

11.6. Americano

11.7. Anejo Highball

11.8. Collins

11.9. Tom Collins

12. Juleps (Smashes)

12.1. Mint Julep

12.2. Champagne Julep

12.3. Whiskey Smash

Import from Outline Delete Unique Identifiers


Level 1 Level 2

Duos and Trios

Alaska Cocktail

Stinger

Dude-ness

White Russian

Champagne Cocktails

Old Cuban

Air Mail

Seelbach

Morning Glory Royale

Highballs

Simple Highballs

Pimm's Cup

Presbyterian

Complex Highballs

Dark and Stormy

Americano

Anejo Highball

Collins

Tom Collins

Juleps (Smashes)

Mint Julep

Champagne Julep

Whiskey Smash

Save in a Machine Readable File Format


Putting it Together

13

BAR

BAR

Manage

Level 1 Level 2 Level 3

Ancestrals

Old Fashioned

Sazerac

Improved Gin Cocktail

Improved Whiskey Cocktail

Improved Brandy Cocktail

Sours

Simple Sours

Daiquiri

Complex Sours

Clover Club

Sidecar

Corpse Reviver #2

Last Word

Cosmopolitan

Spirit-Forward Cocktails

Martini

Martini Manhattan

Negroni

Bijou

El Presidente

Red Hook

Keep It Simple for the Subject Matter Expert

Record Type

Resource Description

Content Types

Document Object Models

Search Index

What happens behind the bar ...

… Stays behind the bar


A Cocktail Recipe

14

THE LAST WORD

Ingredients:¾ oz gin¾ oz maraschino liqueur¾ oz green Chartreuse¾ oz fresh lime juiceice

Tools shaker, strainer

Instructions:Shake ingredients with ice and strain into a chilled glass

There you have it. The last word.

Recipe and image courtesy of http://www.chow.com/recipes/29168-the-last-word

http://www.chow.com/recipes/29168-the-last-word


Thank you.

Angela Pitts

Enterprise Knowledge, LLC

www.enterprise-knowledge.com

703.298.7054

[email protected]

@ahowzep

taxonomy for bartenders achieving success and stakeholder buy-in

Documents

taxonomy9 enterprise

shelf1 enterprise knowledge

bar5 enterprise knowledge

level numbering

simple highballs11

champagne julep12

complex highballs11

import data