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EasyUphillTRAININGCORPORATE DEVELOPMENT
Document & Records Management

Metadata and Taxonomy Design

Search fails when content was never described consistently. This course covers designing metadata schemes and taxonomies that people can apply without training, and that make retrieval reliable at scale.

3 DaysIn-house or publicLive online available

Course outline

What this programme covers, module by module.

  1. 01Why search fails and what description has to do with it
  2. 02Metadata types and choosing what is worth capturing
  3. 03Taxonomy design and how people actually search
  4. 04Controlled vocabularies, thesauri and synonym handling
  5. 05Applying metadata consistently across many contributors
  6. 06Automation, inheritance and reducing manual tagging
  7. 07Governance of change and testing retrieval improvement

What you will gain

  • Design a metadata scheme suited to your content
  • Build a taxonomy that reflects how people actually search
  • Choose between controlled vocabulary and free text
  • Apply metadata consistently across contributors
  • Govern taxonomy change over time
  • Test whether the scheme actually improves retrieval

Who should attend

  • Information and records managers
  • Content and intranet managers
  • Librarians and knowledge staff
  • System administrators configuring repositories

Upcoming sessions

DateCityDurationFeesBook
27 to 29 Oct 2026Johannesburg3 DaysR13,000
10 to 12 Nov 2026London3 DaysUS$1,500
30 Nov to 2 Dec 2026Dubai3 DaysUS$1,500
11 to 13 Jan 2027Pretoria3 DaysR13,000
15 to 17 Feb 2027Durban3 DaysR13,000
19 to 21 Apr 2027Cape Town3 DaysR13,000
29 Jun to 1 Jul 2027Johannesburg3 DaysR13,000

Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.

Enquire about this course

Register your team or ask for a tailored in-house quote. We reply within one working day.

WhatsApp usCourse brochure (PDF)
Fees from
R13,000 per delegate
Duration
3 Days
Field
Document & Records Management
Formats
In-house, public, online