Folksonomy versus Taxonomy, Social Document management in IBM Connections: With the rise of social business and platforms like IBM Connections, many companies are re-evaluating their document strategies. Ideals of employee-driven sharing, tagging and folksonomies are desired, but is all documentation really suited for the freedom of ‘social’? Do some types require more structure, process and control? If so, how do you determine this and integrate it with your social ambitions? This session will cover the principles of document management and social file-sharing and explain how the newly announced IBM Connections Content Manager fit into that, what it means and what it will add to Connections.

1. Folksonomy vs
Taxonomy
Social Document Management in IBM Connections
Femke Goedhart | Business Consultant
Saturday, March 23, 13

2. Business Consultant
Social Business
Document Management
Collaboration
Silverside is an IBM Premier Business Partner in The Netherlands. Making a
difference in building Social solutions & adoption of collaborative software
Twitter: @FemkeGoedhart
LinkedIn: http://nl.linkedin.com/in/femkegoedhart
Blog: http://femkegoedhart.com
Slideshare: http://www.slideshare.net/femware
Saturday, March 23, 13

3. Agenda
Evolution of information management
Social document management
Document Management spectrum
What’s new with CCM?
Strategies
Saturday, March 23, 13

4. Agenda
Evolution of information management
Social document management
Document Management spectrum
What’s new with CCM?
Strategies
Saturday, March 23, 13

5. 1960-1975
5
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6. 1975-2001
6
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7. 2001-2015
7
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8. Data
Information
Knowledge
8
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9. Company
End User
9
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10. Top down
Bottom up
10
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11. Name Number City Country
John +1 702 022 Boston USA
112
Anna +31 754 Amsterdam Netherlands
442112
ERP Sue-Ann +44 64 425 London UK
234
Mitchel +1 702 422 New York USA
317
File Management
Collaboration
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12. Systems of
Record
Systems of
Engagement
12
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13. 1986
99% 1%
Information explosion
2002
Digital versus Analog
51% 49%
2007
6%
94%
2020
13
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14. Taxonomy
(Social) Document Management
Folksonomy
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15. Agenda
Evolution of information management
Social document management
Document Management spectrum
What’s new with CCM?
Strategies
Saturday, March 23, 13

16. Strategies, Methods & Tools
To
ECM=
CAPTURE
MANAGE
STORE
PRESERVE
DELIVER
Content 16
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17. CAPTURE
MANAGE
STORE
Document
PRESERVE
Management
DELIVER
CAPTURE
MANAGE
STORE
Content
PRESERVE
Management
DELIVER
Scalable?

18. -

19. Enterprise Content Management
17
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20. Social elements
Tagging
Commenting
Recommendations
Interaction history
Sharing
Collaboration
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21. Simultaneous editing : IBM Docs®
19
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22. Document Management elements
Check-in/Check-out
Versioning
Workflow/BPM
Security
Search navigation
20
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23. Document types Meta data
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24. Document types determine
validation, meta data and
processing needs
field validation
ensures compliance
Lifecycle management
allows for controlled
publishing
Meta data fields ensure
correctly formatted input
22
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25. ?

26. ?
y ?
h ?
But also....

27. W ng
? lo
at

28.
h w
W ho
For

29.
Compliance
Regulation
Legislation
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30. An example...
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31. 1.0 PRODUCTION 2.0
Released Released
version 1.0 version 2.0
1.3
Approval
1.1 1.2
Customer RFC
Lifecycle Management
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32. 1.0
1 1.1
2 Version: 1, 2, 3, 4... 1.2 Version: 1.0, 1.1, 1.2, 2.0...
3
4 2.0
26
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33. 01-02-2013
Jan 2nd or Feb 1st?
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34. Agenda
Evolution of information management
Social document management
Document Management spectrum
What’s new with CCM?
Strategies
Saturday, March 23, 13

35. Company
End User
29
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36. Company
Long term Instant
End User
30
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37. Company
Long term Instant
Document
Document Sharing
Collaboration
End User
31
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38. Company
Enterprise Content Document Point
Management Solutions
Long term Instant
Document
Document Sharing
Collaboration
End User
32
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39. Company
Enterprise Content Document Point
Management Solutions
(IBM FileNet, IBM (integrated business
Content Mgr, Docova) tools)
Document
Collaboration Document Sharing
(IBM Connections, (file system, Dropbox)
Quickr)
End User
33
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40. Enterprise Content Document Point
Management Solutions
Document
Document Sharing
Collaboration
34
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41. Document Libraries
Manage control documents and IBM
ensure trustworthiness
Community Files Personal Files
Share, collaborate and relate files Store my files
26 35
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42. 36
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43. 37
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44. Excerpt of Dropbox Terms of service as of Jan 2013
38
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45. Agenda
Evolution of information management
Social document management
Document Management spectrum
What’s new with CCM?
Strategies
Saturday, March 23, 13

46. Bookmarks
Save, share, and discover bookmarks
Blogs
Profiles Present your own ideas, and learn from others
Find the people you need
Files
Post and share, documents, presentations,
Communities images, and more
Work with people who share
common roles and expertise
Document / Linked Libraries
Securely manage and collaborate on business documents
Wikis
Create web content together
Home page
See what's happening across your Activities
social network Organize your work and tap your professional network
Social Analytics
Discover who and what you Forums
don’t know via Exchange ideas with, and benefit from the expertise of others
recommendations
Micro-blogging Media Gallery
Reach out for help your social network Add sizzle by sharing rich media like Photos and Videos
Ideation Blogs
Create ideas and leverage the crowd to develop them
40
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47. Document
Meta data Documents types
Approval cycles
Field validations
‘Breadcrumb trails’/taxonomy
Soft deletion / trash can
Lifecycle management draft
editing
41
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48. Views
Nested folders
“Move to folder”
Additional views like “My
documents/pending
approval”, “My documents
modified in the last week”,
“My drafts”, etc
42
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49. Review approval
43
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50. Integration with the activity stream
44
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51. Document type review set per library
45
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52. Integrated search
46
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53. Administration
Library creation from within
Community
Option to limit allowed
document type
Enforcing approval cycles per
Library
Multiple libraries per
community
Security per folder
47
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54. Libraries versus Linked Libraries
Security
Control administration
Relation to community
48
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55. Social Content Management
People Centric
Open and collaborative
Traditional ECM
Community oriented
Document Centric
Infrastructure and Centralized
Content in context...
user tags ratings
Ad-hoc Collaboration
Metadata oriented Inside and outside the
firewall
Inside the firewall
49
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56. Company
Enterprise Content Document Point
Management Solutions
Document
Document Sharing
Collaboration
End User
50
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57. Files
Post and share, documents, presentations,
images, and more
Document / Linked Libraries
Securely manage and collaborate on business
documents
Document Libraries
Manage control documents and
CM
ensure trustworthiness
C
Community Files Personal Files
Share, collaborate and relate files Store my files
26 51
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58. Installation
Integrated install
for CCM
52
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59. Installation
Or by utilizing an existing Filenet
environment
53
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60. Agenda
Evolution of information management
Social document management
Document Management spectrum
What’s new with CCM?
Strategies
Saturday, March 23, 13

61. What do you need...?
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62. Codification Personalization
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63. standard or customized?
mature or innovative?
explicit or tacit?
Codification Personalization
57
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64. Codification
Enterprise Content
Management
Document
Collaboration
Personalization
58
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65. Codification
Enterprise Content
Management
80 ?
2 0 -
Document
Collaboration
Personalization
Both

66. are

67. important!

68. 59
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69. Where to from here...?
http://ecm3.org/
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70. Maturity levels:
Various solutions, policies
and procedures are in the
process of being implemented
but without a broader
Information is managed strategy. Lifecycle Content management fully enabled
locally and individually management is still in it’s in a flexible and integrated
infancy. architecture allowing for quick
implementation of new content and
technology
Content is managed pervasively and
Document management is incorporates social/collaborative
emerging but still poorly used content management. Lifecycle
management and retention have been
covered.
Source: ECM3 Model http://ecm3.org/ 61
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71. Categories Dimensions:
Human
IT Expertise
Business Expertise
Process
Alignment
Information
Content/Metadata
Depth
Governance
Re-use
Findability
Systems Scope
Breadth
Security
Usability
Source: http://ecm3.org/ 62
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72. 63
Source: ECM3 Model http://ecm3.org/
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73. 64
Source: ECM3 Model http://ecm3.org/
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74. BE PRAGMATIC 65
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75. Plans
IBM Connections 4.5
IBM Connections 4.5 + Connections Content Manager
IBM Connections Suite
IBM Connections Suite
IBM Connections 4.5 IBM Connections 4.5 IBM Connections 4.5
Connections Content Connections Content
Manager Manager
Sametime Advanced
Sametime SUT Lite
IBM Docs
66
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76. Quickr to social?
IBM Connections 4.5
1:1 entitlement
Quickr
Connections Content
Manager
67
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77. Agenda
Evolution of information management
Social document management
Document Management spectrum
What’s new with CCM?
Strategies
Questions?
Saturday, March 23, 13

78. Thank you!
Twitter: @FemkeGoedhart
LinkedIn: http://nl.linkedin.com/in/femkegoedhart
Blog: http://femkegoedhart.com
Slideshare: http://www.slideshare.net/femware
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