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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Courses

IOA Practitioner Elearning Bundle

Enroll Now

IOA Practitioner Classroom Course

Enroll Now

• Toronto 08/09/10 - 08/10/10
• Washington 09/13/10 - 09/14/10
• San Francisco 09/20/10 - 09/21/10
• Houston 10/18/10 - 10/19/10

IOA Specialist Elearning Bundle

Enroll Now

IOA Specialist Classroom Course

Enroll Now

• Toronto 08/11/10 - 08/12/10
• Washington 09/15/10 - 09/16/10
• San Francisco 09/22/10 - 09/23/10
• Houston 10/20/10 - 10/21/10

IOA Master Classroom Course

Enroll Now

• Toronto 08/09/10 - 08/12/10
• Washington 09/13/10 - 09/16/10
• San Francisco 09/20/10 - 09/23/10
• Houston 10/18/10 - 10/21/10

IOA Master Prep Workshop-for IOAp AND IOAs holders

Enroll Now

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)

To become an AIIM IOA Specialist (IOAs)

To become an AIIM IOA Master (IOAm)

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.