How Your Metadata Strategy Impacts Everything You Do -- Taxonomy Bootcamp


Published on

My presentation Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do from the KMworld Taxonomy Bootcamp, November 1st, 2011 in Washington DC.

Published in: Technology
1 Like
  • Be the first to comment

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide
  • I won’t let that happen a third time…
  • How Your Metadata Strategy Impacts Everything You Do -- Taxonomy Bootcamp

    1. 1. Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do Christian Buckley @buckleyPLANET Taxonomy Bootcamp November 1, 2011Email Cell Twitter 425.246.2823 @buckleyplanet
    2. 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 425.246.2823 @buckleyplanet
    3. 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 425.246.2823 @buckleyplanet
    4. 4. The #1 reason why your 2010 deployment will failEmail Cell Twitter 425.246.2823 @buckleyplanet
    5. 5. Some questions for you… What are you trying to accomplish with SharePoint?Email Cell Twitter 425.246.2823 @buckleyplanet
    6. 6. What was missing from your previous attempts?Email Cell Twitter 425.246.2823 @buckleyplanet
    7. 7. What is your metadata strategy for 2010?Email Cell Twitter 425.246.2823 @buckleyplanet
    8. 8. What is metadata, anyway?Email Cell Twitter 425.246.2823 @buckleyplanet
    9. 9. Metadata 101Email Cell Twitter 425.246.2823 @buckleyplanet
    10. 10. Email Email Cell Twitter Cell Twitter Blog @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet
    11. 11. • Book title • Name • Device ID • Author • Account Number • Email • ISBN • Credit Card • Software version • Publisher • Social Security # • Billing AddressEmail Cell Twitter 425.246.2823 @buckleyplanet
    12. 12. Email Email Cell Twitter Cell Twitter Blog @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet
    13. 13. • Name • Account Number • Mileage to date • Home town • Travel dates • City visiting • Flight number • GPS position • Friend’s Name • City visiting • GPS position • Distance to friend • Avoidance Flag = YesEmail Cell Twitter 425.246.2823 @buckleyplanet
    14. 14. The Role of Metadata Scott Singleton, Managed Metadata in SharePoint 2010 Cell Twitter 425.246.2823 @buckleyplanet
    15. 15. Asset Type Company Asset Number Color code (by department) Barcode Tracking NumberEmail Email Cell Twitter Cell Twitter Blog @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet
    16. 16. ID Type State License Number Class Expiration Address Date of Birth Emergency Contact DonorEmail Email Cell Twitter Cell Twitter Blog @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet
    17. 17. Title Email Name Date Scam campaign content Randomly generated nameEmail Email Cell Twitter Cell Twitter Blog @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet
    18. 18. The role of metadata Metadata is the lifeblood of SharePoint Taxonomy and metadata drive the tools and processes that make the world go round Metadata powers search, it powers social media, and it powers SharePointEmail Cell Twitter 425.246.2823 @buckleyplanet
    19. 19. Why aren’t my end users using SharePoint?Email Cell Twitter 425.246.2823 @buckleyplanet
    20. 20. Creating Passionate Users, Kathy Sierra
    21. 21. TaxonomyEmail Cell Twitter 425.246.2823 @buckleyplanet
    22. 22. 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.” ~Wikipedia.orgEmail Cell Twitter 425.246.2823 @buckleyplanet
    23. 23. Your Current TaxonomyEmail Email Cell Twitter Cell Twitter Blog @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet
    24. 24. Managed Metadata What is your broader Service strategy for tagging, metadata and taxonomy? Map out your high level Term taxonomy (web applications Stores and site collections) and schemas (Content Types) Understand your current- Improved state and future-state plans, Governance and how they relate to your metadataEmail Cell Twitter 425.246.2823 @buckleyplanet
    25. 25. How is metadata managed inside of SharePoint?Email Cell Twitter 425.246.2823 @buckleyplanet
    26. 26. Top level portal Tier 1 site collections based on business units or product areas Tier 2 sites that follow specific structureEmail Cell Twitter 425.246.2823 @buckleyplanet
    27. 27. The Role of Services SharePoint 2010 offers many services OOTB Search Excel Services BCS Project Server Web Analytics Access Performance Point Visio Word Office Web Apps People These centrally managed services allow for greater control across the enterprise Have your cake and eat it through centrally managed servicesEmail Cell Twitter 425.246.2823 @buckleyplanet
    28. 28. What is Behind Managed Metadata It is a service application created by a Farm Administrator It is added to a farm’s default list You can also create a content type hub, which is a URL to a site collectionEmail Cell Twitter 425.246.2823 @buckleyplanet
    29. 29. Content Type It’s basically a definition of an artifact that can be stored in a SharePoint site. For example: A project document, including File type Date created Author Last modified It is part of a workflow, including Who needs to approve Date of approval It includes information management policies that Cannot be edited once approvedEmail Cell Twitter 425.246.2823 @buckleyplanet
    30. 30. Content types may be applied for each site collection …or for certain sitesEmail Cell Twitter 425.246.2823 @buckleyplanet
    31. 31. Scott Singleton, Managed Metadata in SharePoint 2010 Cell Twitter 425.246.2823 @buckleyplanet
    32. 32. Syndication Content types can be shared Create a content type hub, which is an blank site collection used to publish content types Publish the content types Consume them Content types become visible in subscriber’s content type galleriesEmail Cell Twitter 425.246.2823 @buckleyplanet
    33. 33. Managing Your Term Groups and Stores Understand the term group properties Group name Description Contributors Group Managers Understand the term store properties Term store administrators Default and working languagesEmail Cell Twitter 425.246.2823 @buckleyplanet
    34. 34. Term Set = Taxonomy Includes related terms Managed through governance policies Managed Metadata Column Can be in a list, a library, or a content type Associated with a term set Found through Managed Metadata term set Keywords set = Folksonomy User generated tags Anyone can add them Requires ongoing governanceEmail Cell Twitter 425.246.2823 @buckleyplanet
    35. 35. What is the role of governance?Email Cell Twitter 425.246.2823 @buckleyplanet
    36. 36. Email Cell Twitter 425.246.2823 @buckleyplanet
    37. 37. Email Email Cell Twitter Cell Twitter Blog @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet
    38. 38. Jumpstart your governance 1. Have a plan 2. Create an internal SharePoint user group 3. Clearly define roles and responsibilities 4. Outline your taxonomy, communicate it, and iterate 5. Create a governance site 6. Learn and evolveEmail Cell Twitter 425.246.2823 @buckleyplanet
    39. 39. Lessons LearnedEmail Cell Twitter 425.246.2823 @buckleyplanet
    40. 40. Lessons learned, at a high level 1. Understand your metadata and taxonomy model 2. Have a strategy for Managed Metadata 3. Involve your end users 4. Make governance a priority 5. Create a governance site 6. IterateEmail Cell Twitter 425.246.2823 @buckleyplanet
    41. 41. Getting tactical • Map out your high level taxonomy • Web applications • Site collections • Content Types • Plan for your migration (or set it up right the first time) • Consolidate your content types. • Clean up your folder structures. • Refine your keyword taxonomy. • Standardize your site structure and templates. • Build a consistent navigation. • With Managed Metadata Service in 2010, it is critical that you set up a governance model to guide this process, or it will quickly get out of handEmail Cell Twitter 425.246.2823 @buckleyplanet
    42. 42. Contact me Christian Buckley +1 425-246-2823 @buckleyPLANET and Additional Resources On The Importance of Metadata, Craig Mullins Enabling Social Media through Metadata Managed Metadata in SharePoint 2010, Scott Singleton The Battle for Metadata in SharePoint 2010, Michal Pisarek 5 Steps of a Successful SharePoint Site Transformation Creating Passionate Users, Kathy Sierra Cell Twitter 425.246.2823 @buckleyplanet