Taxonomy and Metadata

Learn how to develop and optimize taxonomies and metadata models for improving information navigation, findability, and discovery.

The AIIM Taxonomy & Metadata course is founded on the best practices of AIIM’s 80,000 community members, and the learning objectives have been defined by leading users and solution providers. More than 25,000 industry professionals have benefited from this and other AIIM training courses.

Taxonomy & Metadata Practitioner Course – available as an online, 24/7 self-paced, or 2-day face-to-face course. Students have 24/7 unlimited access to online self-paced modules, supporting materials, and the exam for 6 months. Students get 3 attempts to pass the exam.

  • Learn how to accurately use the key terminology associated with taxonomy and metadata development
  • Learn how to scope a taxonomy project and develop a business case
  • Learn how to determine whether to build or buy a taxonomy
  • Get an understanding of the major design principles for a taxonomy and develop a test plan
  • Learn the criteria for adding/excluding terms
  • Get an understanding of how taxonomy structure affects its usability
  • Learn how to conduct a facet analysis for a taxonomy project
  • Understand the benefits of using taxonomy standards
  • Learn how develop a metadata collection strategy
  • Learn how to work with search engines
  • Learn how to select an appropriate taxonomy management tool
  • Learn how to establish a governance framework
  • Earn the AIIM Taxonomy & Metadata Practitioner designation after passing the online exam

For further details on the course content, download our data sheet.

Outcomes and Benefits

If you are tasked with developing or optimizing a taxonomy or metadata model:
  • 98% found the course content to be excellent, good, or satisfactory
  • 40% of course attendees say AIIM training helped them identify new ways to optimize a solution for added value, reduced costs, and managed risks
  • 26% of course attendees got promoted, got a higher salary/bonus, got a new job, or landed new customers as a result of taking the course
If you sell information management solutions or services:
  • 89% of course attendees say AIIM training made them more effective at identifying and engaging prospects
  • 78% became more effective at demonstrating how their solution matches the customer requirements
How to Choose and Book

See what online and in-person options await you by clicking on the big orange button here.


Modules Self-Paced N/A N/A N/A
Practitioner Self-Paced $299 £200 €250
Public or Virtual N/A N/A N/A

AIIM Professional Members always receive a 10% discount on the lowest price offered. Log in for correct price calculation

For UK and EMEA customers all prices are exclusive of VAT @ 20%. The Reverse Charge Mechanism ruling will apply to all European customers who provide a valid VAT number.