Enabling Social Media through Metadata -- Taxonomy Bootcamp

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  • The SharePoint Server has gained a lot of popularity with the release of Microsoft Office SharePoint Server 2007. With the inclusion of document management and enterprise search capabilities, as well as Records Center and Excel Services modules, more and more companies are turning toward SharePoint in search of solutions to their business problems. With this growth comes big opening for business opportunities, but those who don’t have the right training approach stand to lose out on a customer’s or internal business units satisfaction.Some of the SharePoint environment roles are often defined as IT related, and information workers are often overlooked.Lack of training is the number one

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  • 1. Enabling Social Media through Metadata Christian Buckley cbuck@axceler.com @buckleyPLANET Taxonomy Bootcamp October 31, 2011Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 2. My Background Christian Buckley, Director of Product Evangelism at Axceler • Most recently at Microsoft • Microsoft Managed Services (now Office365-Dedicated) • Advertising Operations, ad platform API program • Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration • Co-founded and sold a collaboration software company to Rational Software. Also co-authored 3 books on software configuration management and defect tracking for Rational and IBM • At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), managing deployment teams to onboard numerous high-tech manufacturing companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco • I live in a small town just east of Seattle, 4 kids. Co-authoring ‘Implementing Microsoft SharePoint 2010 Real-World Projects’ (MSPress, Feb2012)Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 3. Axceler Overview Improving Collaboration for 16+ Years Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms Delivered award-winning administration and migration software since 1994 Over 2,000 global customers Dramatically improve the management of SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) Coach enterprises on SharePoint best practices Give administrators the most innovative tools available Anticipate customers’ needs Deliver best of breed offerings Stay in lock step with SharePoint development and market trendsEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 4. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 5. ScenarioEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 6. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 7. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 8. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 9. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 10. 100% recyclable Bio-degradableEmail Email Cell Twitter Cell Dolphin-free Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 11. Utilize solar and windEmail Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 12. and methaneEmail Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 13. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 14. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 15. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 16. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 17. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 18. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 19. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 20. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 21. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 22. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 23. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 24. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 25. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 26. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 27. Content • Your Social Media Strategy • Definitions • Social media inside SharePoint • Why metadata is important • Common problems and best practices • Emerging enterprise technologies • Planning strategiesEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 28. What are we talking about?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 29. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 30. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 31. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 32. What are we talking about?Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 33. The CIO Perspective 1. Security 2. Intellectual Property / Competition 3. Compliance 4. Productivity 5. Support Issues 6. Cost 7. Lack of Visibility / Transparency 8. Bandwidth 9. Fad 10. Ignorance / Apathy http://buckleyplanet.typepad.com/samaritanweb/2010/01/top-10- reasons-your-cio-blocks-social-media.htmlEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 34. The VP of Marketing Perspective 1. A globally connected team 2. Online and offline access to all content 3. Dynamic discovery of people, content and ideas in context to my project, my status, my relationships 4. Content and concept reuse 5. Integration 6. Pretty colors 7. Psychic interfaceEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 35. Why is metadata important to social media in SharePoint?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 36. I Can’t Find Anything…Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 37. Why SharePoint Needs Social The islands of information have been moved to SharePoint. NOW WHAT??? You can’t find anything You can’t tell who owns what You can’t tell what’s new, what’s old, or what has changed It’s all disconnectedEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 38. Definitions “Social media is media designed to be disseminated through social interaction, created using highly accessible and scalable publishing techniques. Social media uses Internet and web-based technologies to transform broadcast media monologues (one-to-many) into social media dialogues (many-to-many). It supports the democratization of knowledge and information, transforming people from content consumers into content producers.” Wikipedia.orgEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 39. Definitions In Biology, taxonomy is the science dealing with the description, identification, naming, and classification of organisms. “however, the term is now applied in a wider, more general sense and now may refer to a classification of things, as well as to the principles underlying such a classification.” “Metadata provides context for data. Metadata is used to facilitate the understanding, characteristics, and management usage of data. The metadata required for effective data management varies with the type of data and context of use.” Wikipedia.orgEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 40. Definitions End Users Search Governance Social Media Taxonomy Ad Hoc MetadataEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 41. Microsoft example (represents a small sample size) Users My Site Corporate Departments TeamsEmail Cell Empowerment Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 42. Microsoft SharePoint 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Business Connectivity Services Office Client and Office Web App Integration InfoPath Form Services Standards Support External Lists Workflow SharePoint Designer Visual Studio Tagging, Tag Cloud, Ratings API Enhancements Social Bookmarking REST/ATOM/RSS Blogs and Wikis My Sites Activity Feeds Profiles and Expertise PerformancePoint Services Org Browser Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration Enterprise Content Types PowerPivot Metadata and Navigation Document Sets Social Relevance Multi-stage Disposition Phonetic Search Audio and Video Content Types Navigation Remote Blob Storage FAST Integration List Enhancements Enhanced PipelineEmail Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 43. Metadata 101Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 44. Common Migraines • Ad-hoc content migration leads to junk in portal • Legacy content gets migrated slowly, if at all • Inconsistent taxonomy across farms and site collections • People author locally - multiplies problems globally • Authors don’t apply metadata= “shotgun” approach to search OR Authors apply metadata without common classification = better search, but worse authoring experience • Portal lacks high fidelity search • User can’t find the right content • As a result, poor portal adoption and low user satisfactionEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 45. It’s the metadata, stupid • Metadata is the key to making social media work inside the enterprise • Most social media brands are built for the individual (and ad revenue) • Metadata makes social media visible, searchable, linkable, relevant • Metadata is the building block of social media within SharePointEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 46. Managing Metadata CENTRALIZED DECENTRALIZED Site architecture is centrally controlled Site architecture is ad-hoc Metadata is always applied to content Metadata may not be applied to content Site Columns and Content Types are created at Columns are created on lists site collection root Columns are combined in an ad-hoc basis on each Lists get “bundles” of columns list PROS PROS Improves consistency Requires no planning Reduces metadata duplication Requires little upfront effort Easy to update Works across site collections and portals Easy to support and train on Allows document-level DIP, Workflow, Information CONS Policies, and document templates Decreases consistency Increases metadata duplication CONS Hard to update Requires planning Hard to support and train on Requires upfront work Only allows list-level Workflow, Information Policies Hard to manage across site collections and and document templates portals Difficult to reverseEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 47. Planning your social media strategyEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 48. Emerging Enterprise Technologies 1. Community management tools 2. Open identity 3. Microblogging 4. Social CRM 5. Enterprise applications gaining a social layer 6. Activity streams 7. Social search, analytics, and filtering 8. Enterprise social media workflow 9. Automated compliance monitoring 10. Next-generation unified communications Dion Hinchcliffe, ZDNet, “Ten emerging enterprise 2.0 technologies to watch” http://blogs.zdnet.com/Hinchcliffe/?p=1224Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 49. Social Media in SharePoint 2007 2010 Blogs Managed Metadata Service Wikis Advanced routing (based on metadata) My Sites User profiles (My Sites) Team Sites Status updates/activity feeds Discussion forums Knowledge mining Shared calendars Bookmarks (replaces My Links) Alerts Feedback/rating RSS Note board (Wall) Search Podcasting kit Tag clouds Social tagging Mobile accessible Expertise tagging Presence awareness Wikis (including wiki edits of Team Sites) Email archiving Share & Track tab Individual and team blogsEmail Cell Twitter People and social search Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 50. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 51. Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 52. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 53. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 54. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 55. Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 56. DemoEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 57. Managed Metadata Service • Term Store, Managed Terms, Managed Keywords • Provides a service that can be consumed across site collections and farms • Manages keywords and content types • Still requires management, governanceEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 58. Understand Your Requirements • Be familiar with the security and IP “thresholds” • Be clear on the goal (and the business utility) of the project • Understand the implications (economic, technical, and social) of integrating social media • Think about the user experienceEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 59. Pain Relief • Have a plan • Understand the policy and compliance concerns • Be aware of how your metadata, content types, and social media components are to be managed • Create a governance site • Centralize your taxonomy  SharePoint Metadata Best Practices  Enlist your portal users  Enlist your content authors  Migrate your content • Leverage your metadataEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 60. Learn and Evolve • Nothing is set in stone • Portals evolve – and so will the taxonomy • Update your taxonomy and propagate changes • Get feedback from your business units and content authors • Use search metrics, discussion threads, and polls for end user feedback • Constantly refresh your governance siteEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 61. What is your social media strategy?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 62. For more information Contact me at Christian Buckley, cbuck@axceler.com, 425-246-2823 On Twitter at @buckleyplanet www.buckleyPLANET.com Additional Resources available White papers The Insider’s Guide to Upgrading to SharePoint 2010 What to Look for in a SharePoint Management Tool The Five Secrets to Controlling Your SharePoint EnvironmentEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com