Taxonomy &  Metadata Online Course - AIIM Professional Development
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Taxonomy &  Metadata Online Course - AIIM Professional Development

Taxonomy & Metadata Online Course - AIIM Professional Development

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Self Paced Online Course


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Optimise navigation, findability, and information discovery through content classification.

Course Benefits and Objectives

As organisations get buried in terabytes of content and records, it is essential to apply structures - taxonomies - to find the crucial information within their holdings, bypassing the “chaff” to optimise and manage the content needed for certain processes. Applying taxonomies to content and records contributes to organisational efficiency and compliance in three powerful ways: navigation, findability, and control.

AIIM’s Taxonomy and Metadata course is founded on these considerations and best practices to provide you with a systematic approach for designing an effective taxonomy and test plan. The information is applicable across all industries and is independent of any particular technology or vendor solution.

This course is ideal for...

IT, business analysts, consultants, business unit managers, and other professionals who are tasked with accurately and effectively managing organizational business processes. This deeper understanding of taxonomy would suit information and records managers who already have a reasonable grounding in RM but are embarking on a new project. Acquire the necessary skills to:

  • Create a taxonomystructure and usability model
  • Frame a taxonomy business case
  • Perform facet and metadata analysis
  • Collect metadata and utilize search
  • Use metrics and conduct regular evaluation

Course Topics

Taxonomy and Metadata Specialist

  • How to Determine the Purpose of a Taxonomy

Identify the three major functions of a taxonomy; and understand the role of taxonomy management software.

  • How to Determine the Right Type of Taxonomy for Your Business

Identify different kinds of business situations; and know how to determine the right type of taxonomy to use in each situation.

  • How to Develop a Business Case for a Taxonomy

Identify possible business benefits of a taxonomy; and develop a business case for a taxonomy.

  • How to Ensure a Taxonomy is Easy to Use.

Describe how taxonomy depth impacts usability; and understand cognitive strategies for improving usability.

  • How to Keep a Taxonomy Up-to-Date

Identify people impacted by a taxonomy; and establish a governance framework for maintaining a taxonomy.

  • How to Start Planning a Content Model

Define content model, content type, and content element; distinguish between structured and unstructured content; and articulate the value and difficulty in exploiting unstructured content.

  • How to Start Planning a Taxonomy

Define what a taxonomy is; discuss the past and current uses of taxonomies; articulate the value of taxonomies in content management; and identify various types of taxonomies and their appropriate applications.

  • How to Use Metadata and Taxonomies to Improve Access to Information

Explain the value of metadata; and identify how taxonomies can improve access to information.

  • How to Establish a Folder Structure

Articulate how corporate folder structures can improve findability and knowledge sharing; determine the most important success factors for folder structures; understand the most common ways of classifying documents; and develop the best folder structure for file sharing apps.


Online modules can be studied in your own time at whatever pace suits you. The modules are accompanied by slides, notes, voice track and controls to allow you to review, repeat, skip forward or back.

The relevant accreditation, for example ‘AIIM ERM Specialist‘** is awarded after you complete a final online assessment. Further information can be found on

Who should book for Online training?

This style of training cuts down on travel and expense costs, and avoids booking time away from work to attend in person. The training can be spread over several days or weeks, and results in the same accreditation as if you attended the class. The downsides include requiring the self-discipline needed to see it through, the lack of interaction with the expert trainer input to reinforce the training, and missed opportunity to network with others on your course. However there are thousands who have taken online modules over the years, and it is a very viable option.

** Note: Practitioner level now referred to as Specialist; this designation has been revised by AIIM.


"Personally, I have found inspiration in this course more than once, often for SharePoint customers that have sites that proliferate in a messy way."

- Swiss IT delegate)

“If I was to embark on this venture again, I would spend more time on setting up taxonomies and have more staff trained through AIIM before we began the process. We currently have 3 staff members trained through AIIM, including myself.

Changes and/or updates to the electronic records and processes are more efficient since we are all aware of the standards and best practices within the industry.”

- Scott Craig, City of Cape Coral

“Being active in consulting on Content Management for more than a decade and having followed the market trends and vendors closely, I can say that this is a real jump-start course offering condensed and to-the-point training in a very distinct discipline of content and process management. This course is a good reference point, even for seasoned actitioners like myself.”

- Robert Bessems, Managing

Director, Futureware Business

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