Taxonomy in MOSS: Lessons Learned

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30 minute presentation to a community of taxonomy experts on what can and can't be done with taxonomy in SharePoint Server 2007
Read notes and download presentation at: http://www.joiningdots.net/blog/2008/05/taxonomy-in-moss.html

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Taxonomy in MOSS: Lessons Learned

  1. 1. Taxonomy in MOSS Lessons Learned Sharon Richardson Joining Dots
  2. 2. Taxonomy in MOSS <ul><li>Still haven’t found what you’re looking for? </li></ul>
  3. 3. MOSS Search Beyond MOSS Search scopes Property extraction
  4. 4. Social Search Social network Organisation hierarchy Diary and contact info
  5. 5. Federated Search One Search Three results sets
  6. 6. Columns <ul><li>Per list/library, site or site collection </li></ul><ul><li>Indexed as crawled properties </li></ul><ul><li>Used in search and navigation </li></ul><ul><li>Views to filter content </li></ul>
  7. 7. New Zealand Ministry of Transport
  8. 8. New Zealand Ministry of Transport
  9. 9. Taxonomy Management <ul><li>Classification of content against defined schema(s) </li></ul><ul><ul><li>Manual = user tagging </li></ul></ul><ul><ul><li>Automatic = provide training set (Bayesian inference algorithm) </li></ul></ul>Rev. Thomas Bayes (1702–1761)
  10. 10. Schema Challenges 80% Percentage of terms used by a test audience that were not listed in the Metropolitan Museum of Art’s documentation
  11. 11. Avoid using people 35 The average number of people wrongly declared dead every day in the US as a result of data input errors by social security staff Source: MSNBC, March 2008
  12. 12. MOSS Taxonomy Tips <ul><li>Manage columns at site collection level </li></ul><ul><li>¨Business Unit¨ used 5x </li></ul><ul><ul><ul><li>Defined at Site collection = 1 crawled property </li></ul></ul></ul><ul><ul><ul><li>Defined per library = 5 crawled properties </li></ul></ul></ul>
  13. 13. MOSS Taxonomy Tips <ul><li>Avoid empty sites and sub-sites </li></ul><ul><li>URL Depth and File Plans </li></ul><ul><ul><ul><li>http://intranet/projects/tahoe </li></ul></ul></ul><ul><ul><ul><li>http://intranet/uk/london/finance/projects/tahoe </li></ul></ul></ul><ul><ul><ul><li>(one is more relevant than the other...) </li></ul></ul></ul>
  14. 14. MOSS Taxonomy Tips <ul><li>Know your source </li></ul><ul><li>Indexing different content </li></ul><ul><ul><ul><li>= Different metadata </li></ul></ul></ul><ul><ul><ul><li>= Different relevance </li></ul></ul></ul><ul><ul><ul><li>= Skewed results </li></ul></ul></ul><ul><ul><li>Consider split indexes and federated search </li></ul></ul>
  15. 15. MOSS Taxonomy Tips <ul><li>What’s on the label? </li></ul><ul><li>Automatic metadata </li></ul><ul><ul><ul><li>Titles and descriptions </li></ul></ul></ul><ul><ul><ul><li>Built-in tags </li></ul></ul></ul><ul><ul><li>Click Here versus 2008 Annual Report </li></ul></ul>
  16. 16. Taxonomy Beyond MOSS <ul><li>Concept-driven Search </li></ul><ul><li>Bring results back fast Then pivot based on related terms </li></ul><ul><ul><li>Requires partners or bespoke code </li></ul></ul>
  17. 17. Sheppard Mullin Richter & Hampton, LLP <ul><li>500 lawyers, US-based </li></ul><ul><li>Approach: </li></ul><ul><ul><li>Targeted web parts </li></ul></ul><ul><ul><li>Quick access to financial data </li></ul></ul><ul><ul><li>Unified search across all content </li></ul></ul><ul><li>Since going live: </li></ul><ul><ul><li>Averaging 1,000 document searches per day </li></ul></ul><ul><ul><li>1 million docs returned in less than 1 second </li></ul></ul><ul><ul><li>Used XMLAW toolkit to index DMS, over 3m docs </li></ul></ul>¨Stuff that we had in our old portal are looked at as 'new' features because they're now easy to find¨
  18. 18. References (1/2) <ul><li>Microsoft Enterprise Search resources </li></ul><ul><ul><ul><li>http://www.microsoft.com/enterprisesearch/ </li></ul></ul></ul><ul><ul><ul><li>http://blogs.msdn.com/enterprisesearch/ </li></ul></ul></ul><ul><li>Microsoft SharePoint resources </li></ul><ul><ul><ul><li>http://www.microsoft.com/sharepoint/ </li></ul></ul></ul><ul><ul><ul><li>http://blogs.msdn.com/sharepoint/ </li></ul></ul></ul><ul><li>Taxonomy partners include: </li></ul><ul><ul><ul><li>SmartLogic - http://www.smartlogic.com/ </li></ul></ul></ul><ul><ul><ul><li>conceptSearching - http://www.conceptsearching.com/ </li></ul></ul></ul><ul><ul><ul><li>iBox SharePoint - http://www.interse.co.uk/Home.aspx </li></ul></ul></ul><ul><ul><ul><li>XMLAW - http://www.xmlaw.com/default.aspx </li></ul></ul></ul>
  19. 19. References (2/2) <ul><li>MOSS Faceted Search (CodePlex): </li></ul><ul><ul><ul><li>http://www.codeplex.com/FacetedSearch </li></ul></ul></ul><ul><li>Sheppard Mullin Richter & Hampton, LLP </li></ul><ul><ul><ul><li>http://kmpipeline.blogspot.com/2007/01/live-on-sharepoint-2007-recap-and.html </li></ul></ul></ul><ul><ul><ul><li>http://kmpipeline.blogspot.com/2006/11/sharepoint-2007-update-enterprise.html </li></ul></ul></ul><ul><li>New Zealand Ministry of Transport case study </li></ul><ul><ul><ul><li>http://blogs.msdn.com/sharepoint/archive/2008/04/29/how-we-did-it-tag-driven-information-architecture-using-moss-2007-for-the-new-zealand-ministry-of-transport.aspx </li></ul></ul></ul><ul><li>My web site and blog  </li></ul><ul><ul><ul><li>http://www.joiningdots.net/blog </li></ul></ul></ul><ul><ul><ul><li>http://www.joiningdots.net/library/elements/microsoft/sharepoint.html </li></ul></ul></ul>
  20. 20. Thank you! Sharon Richardson Joining Dots Tel: +44 (0)7894 161874 Email: [email_address] Web: http://www.joiningdots.net

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