How To Use Taxonomies and the
Term Store in Office 365
John Challis
Founder and CEO/CTO
Concept Searching
john@conceptsear...
Agenda
• The Term Store
• Unique approach – all taxonomy data in one place
• conceptClassifier for SharePoint
• conceptTax...
• Concept Searching’s unique statistical concept identification underpins all technologies
• Multi-word suggestion is expl...
conceptClassifier for SharePoint
• conceptClassifier for SharePoint
• The only automatic document classification and enter...
conceptTaxonomyManager
• conceptTaxonomyManager
• An advanced enterprise class, easy-to-use taxonomy and Term Set
developm...
conceptTaxonomyManager
• Key Features
• Automatic Conceptual Metadata Generation (Unique in Industry)
• Auto-Classificatio...
Globally Unique Identifiers (GUIDs)
Maintaining GUIDS when migrating term sets from one environment to
another, such as fr...
Demonstration
Next How To Webinar
How To Deploy Enterprise Strength Search in Office 365
Date: Wednesday, July 30th
Time: 11:30 - 11:45 ...
Thank You
Find recordings of all the product webinars
in our How To series on our website here
John Challis
Founder and CE...
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How To Use Taxonomies and the Term Store in Office 365

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Discover the metadata advantage that provides consistency, transparency, and manageability regardless of your environment. Find out why metadata matters and is the critical component in developing an enterprise wide information governance plan.

See how to set up taxonomies that natively integrate with the Term Store. Learn how this impacts search, records identification, security, migration, legal, collaboration, social, and text analytics. See how it works in this 15 minute webinar.

Published in: Technology, Education
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How To Use Taxonomies and the Term Store in Office 365

  1. 1. How To Use Taxonomies and the Term Store in Office 365 John Challis Founder and CEO/CTO Concept Searching john@conceptsearching.com Twitter @conceptsearch
  2. 2. Agenda • The Term Store • Unique approach – all taxonomy data in one place • conceptClassifier for SharePoint • conceptTaxonomyManager • conceptTaxonomyWorkflow • Demonstration • Managing changes to taxonomy structures and classification rules • Integration and management of SharePoint with the Term Store • How conceptClassifier maintains GUIDs across environments
  3. 3. • Concept Searching’s unique statistical concept identification underpins all technologies • Multi-word suggestion is explicitly more valuable than single term suggestion algorithms Concept Searching has a unique approach to ensure success • conceptClassifier will generate conceptual metadata by extracting multi-word terms that identify ‘triple heart bypass’ as a concept as opposed to single keywords • Metadata can be used by any search engine index or any application/process that uses metadata. Concept Searching provides Automatic Concept Term Extraction Triple Baseball Three Heart Organ Center Bypass Highway Avoid Unique Approach
  4. 4. conceptClassifier for SharePoint • conceptClassifier for SharePoint • The only automatic document classification and enterprise class taxonomy management solution that integrates natively with the SharePoint Term Store • Fully supports Managed Metadata Properties • Supports SharePoint 2007, 2010, 2013 and Office 365 • Supports both single and multi tenant Office 365 environments • Both automated and manual classification is supported to one or more Term Sets within the Term Store and across content hubs • Solves the inherent issue within SharePoint of maintaining Globally Unique Identifiers (GUIDs) when migrating term sets from one environment to another, such as from test to staging and staging to production
  5. 5. conceptTaxonomyManager • conceptTaxonomyManager • An advanced enterprise class, easy-to-use taxonomy and Term Set development and management tool • Integrates natively with the SharePoint Term Store reading and writing in real time ensuring that the taxonomy/term set definition is maintained in one place only, the SharePoint Term Store • Designed for use by a Subject Matter Expert, the Term Store and/or taxonomy is easily developed and refined
  6. 6. conceptTaxonomyManager • Key Features • Automatic Conceptual Metadata Generation (Unique in Industry) • Auto-Classification • Taxonomy Clues used for scoring • Automatic Clue Suggestion (Unique in Industry) • Document Movement Feedback (Unique in Industry) • Taxonomy Workflow • Boosting Capabilities • Distributed Taxonomy Management • Auditing Features • Industry Standard formats and taxonomies – OWL, MeSH – can be easily imported as well as any organizationally defined taxonomy • Platform Independent
  7. 7. Globally Unique Identifiers (GUIDs) Maintaining GUIDS when migrating term sets from one environment to another, such as from test to staging and staging to production, is an issue experienced by all organizations deploying SharePoint enterprise wide • conceptClassifier for SharePoint maintains GUIDs across environments • No manual term by term process or custom code to re-align GUIDs needed • Manages the term sets using a simple migration process integrated natively with the SharePoint platform • Enables migration of term sets whilst maintaining GUIDs • Helps clients deploy more quickly and mitigate much of the risk associated with term set migration • Closes another gap in the SharePoint platform • Demonstrates why Concept Searching is seen as a strategic solution for enterprises deploying SharePoint
  8. 8. Demonstration
  9. 9. Next How To Webinar How To Deploy Enterprise Strength Search in Office 365 Date: Wednesday, July 30th Time: 11:30 - 11:45 AM EDT Join Concept Searching for a fast paced, informative webinar on achieving enterprise strength search in the cloud or in a hybrid environment. What are the challenges? What is poor search costing you? And most importantly, how do you deploy enterprise strength search in Office 365? Speaker: Don Miller, Vice President of Sales at Concept Searching To Register: https://www3.gotomeeting.com/register/909606766
  10. 10. Thank You Find recordings of all the product webinars in our How To series on our website here John Challis Founder and CEO/CTO Concept Searching john@conceptsearching.com Twitter @conceptsearch

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