Overview
Learn how to optimize
findability and enterprise search
The IOA Certificate Program is designed from global best practices
among AIIM's 50,000 members. The program covers concepts and technologies
for:
- Enterprise search
- Content inventory and classification
- Categorization and clustering
- Fact and entity extraction
- Taxonomy creation and management
- Information presentation
- Information governance
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The course objectives and content is defined and reviewed by AIIM Education Advisory
Groups in the US and Europe, and these Education Advisory Groups have subject matter
experts from the following companies:
- Accenture
- BearingPoint
- Canon
- CCRM Associates
- CMS Watch
- Crown Partners
- EMC
- Fujitsu
- Gartner
- Gimmal Group
- GlaxoSmithKline
- Harris Corporation
- JPMorgan Chase
- Marion County Health Department
|
- Microsoft
- Oracle
- Ricoh
- Royal Mail
- Serco Consulting
- Standard Chartered Bank
- The National Archives of the United Kingdom
- TOWER Software
- US Courts
- US Department of Treasury
- Bill and Vieve Gore School of Business,
Westminster College
- Zylab
|
The course materials were developed in partnership with CMS Watch.
Course Descriptions
The Information Organization and Access (IOA) Certificate Program consists of three
training programs taken in any order, or a 4 day Master class covering all IOA topics
for optimizing Findability and Enterprise Search. Some of the programs are available
exclusively as highly interactive onsite training classes while others may be taken online. Each online module within a program lasts approximately 60 minutes
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The IOA Strategy workshop (Why IOA?)
(1 day executive awareness workshop)
The Strategy workshop provides a clear overview and explanation of Findability and
Enterprise Search and its key components in order to set the scene for the detailed
examination of important concepts and actual implementations. It provides you with
the knowledge and tools to gain ownership and support by senior executives and users.
Learn:
- What is IOA?
- Parts of IOA
- IOA as a Practice
- Defining the problem, Planning the Project
- Business Case
- IOA as a Project
- Leadership and Governance
The IOA Practitioner program (What is IOA?)
(10 online modules or 2 day training class)
The IOA Practitioner program covers the parts of IOA, finding, inventorying, and
analyzing content; taxonomy; metadata; ontologies, topic maps, and semantic networks;
content modelling; introduction to access; content intelligence and text mining;
advanced topics in findability; advanced search techniques; search interfaces, document
structures; and content finding us management.
Learn:
- Parts of IOA
- Finding, Inventorying, and Analysing Content
- Metadata
- Taxonomy
- Ontologies, Topic Maps, and Semantic Networks
- Content Modelling
- Introduction to Access
- Search Techniques
- Topics in Findability and Information Retrieval
- User Experience of Information Access
Download the IOA Practitioner Elearning Product Sheet
Download the IOA Practitioner Classroom Product Sheet
Become an AIIM IOA Practitioner (IOAp) after passing the online exam.
The IOA Specialist program (How to implement IOA?)
(10 online modules or 2 day training class)
The IOA Specialist program covers the implementation of programs and projects, and
related tasks such as the business Case for how "IO" leads to better "A";
defining the problem and planning the project; building the right team; user analysis
and scenarios; content inventory, aggregation, and analysis; taxonomy, metadata,
and content modelling;, architecting a standards-based content/data model; tagging
and content organization models; optimizing information access tools; improving
findability; governance; and maintenance and management.
Learn:
- Defining the Problem and Planning the Project
- Building a Business Case
- User Analysis and Scenarios
- Content Inventory and Analysis
- Developing Taxonomies, Vocabularies, and Content
Models
- Architecting Standards-Based Information Models
- Tagging and Tagging Interfaces
- Content Classification Models and Tagging Processes
- Optimizing Search and Improving Findability
- Maintenance and Governance
Download the IOA Specialist Elearning Product Sheet
Download the IOA Specialist Classroom Product Sheet
Become an AIIM IOA Specialist (IOAs) after passing the online exam.
The IOA Master program (Putting it all together)
(4 day training class)
The IOA Master Certificate Program comprises the main elements from the above strategic
workshop and certificate programs in addition to a case study exercise. The course
provides complete coverage of information organization and access for professionals
working in both the public and private sector.
Learn:
- Participants will use their newly gained knowledge to plan, design, and implement
an IOA project based on case study exercises and expertise learned from the Strategic,
Practitioner, and Specialist Course programs.
Download the IOA Master Product Sheet
Become an AIIM IOA Master (IOAm) after passing the online exam and case exercise.
IOA Master Preparation Workshop
- for people that already have both the IOA Practitioner and Specialist
designations
(2 day training class)
The IOA Master Preparation Workshop is a highly interactive workshop that enables
you to learn, share and discuss global best practices for IOA. The course provides
a summary of the main elements from the Strategic, Practitioner and Specialist training
courses in addition to additional information, exercises and case studies.
- This workshop is for people that already have both the IOA Practitioner and
Specialist designations.
Audience
The Information Organization and Access (IOA) certificate program is designed for;
- Business Analysts
- IT Management
- Technical staff
- Record Management personnel
- Business Unit (line staff & management)
- Implementation team - IT and business
- Suppliers, Solution Providers, Vendors
- Executives
- Change agents
- Users
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Pricing
Pricing for Information Organization and Access Courses - Online
AIIM Professional Members (discounted price):
|
Course Type |
USD |
GBP |
EURO |
|
1 Course |
65 |
35 |
50 |
|
Complete Practitioner Certificate package |
600 |
345 |
500 |
|
Complete Specialist Certificate package |
600 |
345 |
500 |
Non-AIIM Members (full price):
|
Course Type |
USD |
GBP |
EURO |
|
1 Course |
75 |
40 |
60 |
|
Complete Practitioner Certificate package |
750 |
430 |
630 |
|
Complete Specialist Certificate package |
750 |
430 |
630 |
Pricing for Information Organization and Access Courses - Classroom
AIIM Professional Members (discounted price):
|
Course Type |
USD |
GBP |
EURO |
|
2 day Practitioner class |
1050 |
580 |
850 |
|
2 day Specialist class |
1050 |
580 |
850 |
|
4 day Master class |
2705 |
1495 |
2195 |
|
2 day Master Prep workshop |
1050 |
580 |
850 |
Non-AIIM Members (full price):
|
Course Type |
USD |
GBP |
EURO |
|
2 day Practitioner class |
1160 |
640 |
935 |
|
2 day Specialist class |
1160 |
640 |
935 |
|
4 day Master class |
2980 |
1640 |
2415 |
|
2 day Master Prep workshop |
1160 |
640 |
935 |
All prices are per attendee and charged in USD ($). GBP and Euro based on the payment
dates' exchange rate.
Group Discounts
Groups of 10+ professionals from one organization may qualify for a group discount.
Volume discounts and site licenses are available for companies, user groups, and
professional associations. For information about group discounts, please email training@aiim.org or call +1 301.755.2614
or +44 1905.727613.
Corporate Training
Customized employee/staff and client/customer training is available online and in-person.
AIIM also provides private classes on request anywhere in the world. For information
about corporate training, please email training@aiim.org
or call +1 301.755.2614 or +44 1905.727613.
Designations
The IOA Practitioner, Specialist and Master programs lead to AIIM designations.
This is a new AIIM standard for industry professionalism and knowledge. By earning
these designations, you can call yourself an AIIM IOA Practitioner, Specialist
or Master. You can use the associated logo and title on your business card, email
signature, web page, etc. The Strategic Workshop does not lead to any AIIM designations.
You can achieve the designations the following ways:
To become an AIIM IOA Practitioner (IOAp)
Option 1:
- Attend a 2 day Practitioner class and pass the online exam after attending this
class. The exam has to be passed within 6 months.
Option 2:
- Take all Practitioner training modules online and pass the online exams at the end
of each module.
To become an AIIM IOA Specialist (IOAs)
Option 1:
- Attend a 2 day Specialist class and pass the online exam after attending this class.
The exam has to be passed within 6 months.
Option 2:
- Take all Specialist training modules online and pass the online exams at the end
of each module.
To become an AIIM IOA Master (IOAm)
Option 1:
- Attend a 4-day Master class that includes the
Strategic, Practitioner and Specialist training programs in addition to case
study exercises. Pass the online exam within 6 months of attending this class.
- Produce a paper based upon a workshop case study exercise, and deliver this paper
to AIIM for approval. The paper must be submitted within 3 months after attending
this class.
Option 2:
- Attend a 2-day Master Preparation workshop that
includes the Strategic, Practitioner and Specialist training programs in
addition to case study exercises. Pass the online exam within 6 months of
attending this class. This workshop is for people who already have both the
IOA Practitioner and IOA Specialist designations
- Produce a paper based upon a workshop case study exercise, and deliver this paper
to AIIM for approval. The paper must be submitted within 3 months after attending
this class.
Benefits of becoming an IOA Practitioner, Specialist and Master:
- Position yourself to be tomorrow's leader by
enhancing your business and professional skills
- Learn global best practices for planning and
implementing ECM
- Discover real world solutions and best practices for
challenges you face
- Learn from experts in the field who are able to answer your questions and address
your comments
The designations are valid for 5 years.
The Education Advisory Groups will regularly review the process for the development
and maintenance of certification schemes for improved quality, security and efficiency.
This will be done in partnership with the Education Advisory Groups and Master Accreditation
Committee.
The Home Case Studies submitted by Master Class attendees are reviewed by an appointed
AIIM Master Accreditation Committee that consists of leading industry professionals.
New members are appointed by the committee and each Home Case Study is reviewed
by two AIIM Master Accreditation Committee members. Committee members will excuse
themselves from the reviewing process if the papers are submitted by personal friends,
customers, or former students. The papers will then be reviewed by other members
of the Master Accreditation Committee.
The committee members review the entire case study based on the following parameters:
- Good understanding of problems and opportunities of
case study – 40%
- Practical use of theories from the training programs–
30%
- Identify and manage unknown factors that could
influence case – 10%
- Persuasiveness – communicating in a strong and position manner to obtain support
for action – 20%
Each of the factors should be graded 0 (weak) to 5 (strong) according to the above
factors. Attendees need minimum 3 points to pass. For example: A paper is reviewed
to 2, 4, 3 and 5 which is then multiplied with the factors giving the attendee the
following points: 2 x 0.40 + 4 x 0.30 + 3 x 0.10 + 5 x 0.20 = 3.3
Submitted case study answers will be graded as passed, fail, or correctable with
the following results:
- Pass: Attendees will be notified by AIIM that their
Home Case Study answers were approved by the committee and they will be
awarded the Master designation if or when they have passes the Master exam
- Fail: Attendees will be notified by AIIM that their
Home Case Study answers were not approved by the committee, but also a
document from the AIIM Master Accreditation Committee member explaining why
they failed. Former Master class attendees need to sit a new class to be
allowed to submit a new Home Case Study assignment to AIIM.
- Correctable: AIIM Master Accreditation Committee members may ask AIIM to contact
the former Master class attendee to submit the answers for additional information
or corrections. Their reply will be forwarded by AIIM to the AIIM Master Accreditation
Committee members for review to allow them to pass or fail the candidate.
AIIM Master Accreditation Committee members are required to document why they fail
candidates or why they require additional information.