Quarterly Taxonomy and Rights Audit (Retention)

Quarterly Taxonomy and Rights Audit (Retention)

1. 01

   Pull a 90-day search log and rank the top 50 queries that returned zero or low-confidence results

   Zero-result queries expose the gap between the vocabulary clients actually use and the tags the library carries. Export the raw strings before anyone paraphrases them.

2. 02

   Sample 200 assets across image, video, and document types and score tag accuracy by hand

   Two reviewers score independently, then reconcile disagreements. A 10 percent misclassification rate on a 200-asset sample is enough to justify a retagging sprint.

3. 03

   Reconcile every asset's usage rights against its expiry date and territory field

   Flag anything expiring inside 60 days and anything with a blank territory. Rights platforms such as Getty Images and esigna surface license terms that must be mirrored into the DAM record.

4. 04

   Verify that locked brand elements in the template library still match the current client guidelines

   Check logo clear space, approved color values, and type stacks. A brand enablement layer like Marq only enforces consistency if the locked elements were updated after the last rebrand.

5. 05

   Test the AI auto-tagging model against 25 assets it has never seen and record precision and recall

   Platforms including Uplifted and Bynder enrich assets automatically, but a model trained on last year's campaign vocabulary will drift. Document the miss rate so the client sees the limit of automation.

6. 06

   Confirm that no single vendor's taxonomy is the only path to retrieval

   Export the full metadata schema to a neutral CSV each quarter. If the export loses relationships between assets and campaigns, the agency is locked into one workflow.

7. 07

   Deliver a one-page audit summary with counts, defect rates, and the retagging hours required

   Tie the hours to a dollar figure at the blended delivery rate. This is the artifact that justifies the next quarter's maintenance retainer line.