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Metadata taxonomy and content types oh my spscbus - aug 2015

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SharePoint Saturday Columbus - Aug 9, 2015

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Metadata taxonomy and content types oh my spscbus - aug 2015

  1. 1. SharePoint Saturday Columbus 2015 Twitter: @BuckeyeSPUG #SPSCBUS http://www.clker.com/cliparts/p/f/5/k/n/b/superhero-outline-bw-hi.png
  2. 2. Taxonomies, Content Types and Metadata, Oh My! Presented by: Ruven Gotz Director, Collaboration Avanade @ruveng
  3. 3. • Parking • Place your form on your car’s dash. Avoid $50 fine. • Main Hall, near registration • Lunch 12:45pm – 1:30pm • Vendor Presentations 1:00pm – 1:30pm • Snacks 2:30pm – 3:10pm • Raffles 4:30pm – 5:00pm • Turn in your Sponsor BINGO card • Must be present to win http://www.clker.com/cliparts/p/f/5/k/n/b/superhero-outline-bw-hi.png
  4. 4. http://www.clker.com/cliparts/p/f/5/k/n/b/superhero-outline-bw-hi.png
  5. 5. SharePint Elevator Brewery and Draught 161 N. High St, Columbus, OH 43215 www.ElevatorBrewing.com 6:00pm…..
  6. 6. A Meta Presentation Cheesy Metaphors Stinky Jokes
  7. 7. A sophisticated audience
  8. 8. What is Metadata? The BIG Question
  9. 9. Data about data
  10. 10. Ruven Gotz @ruveng spinsiders.com/ruveng ruven.gotz@avanade.com
  11. 11. What is Metadata? I think I get it Oh! Now I see (Mostly) What is Metadata? I think I get it The BIG Question
  12. 12. What is
  13. 13. Let’s use a
  14. 14. What does a cow say?
  15. 15. What does a chicken say?
  16. 16. What does a duck say?
  17. 17. The sounds these animals make are attributes that distinguish them
  18. 18. Example from Yoav Lurie • Prince • Pop/Rock • 1984
  19. 19. Adapted from the “pea soup” story by Serge Tremblay
  20. 20. What is our Base Metaphor for files?
  21. 21. What if we saw this?
  22. 22. Better…
  23. 23. Solve with folders
  24. 24. Hire an intern
  25. 25. What is metadata?
  26. 26. This is metadata!
  27. 27. Not this! or this… What is Taxonomy?
  28. 28. Carl Linnaeus (1751)
  29. 29. Animal Kingdom Invertebrates Vertebrates Mammals Predators Primates Whales Rodents Squirrels Mice Mice & Rats Hamsters and Voles Real Hamsters Short-tailed dwarf hamsters Djungarian dwarf hampsters Roborovski Hamster Long-tailed dwarf hamsters Voles Gerbils Porcupines Guinea Pigs Fish Amphibians Reptiles Birds Taxonomy
  30. 30. Animal Kingdom Invertebrates Vertebrates Mammals Predators Primates Whales Rodents Squirrels Mice Mice & Rats Hamsters and Voles Real Hamsters Short-tailed dwarf hamsters Djungarian dwarf hampsters Roborovski Hamster Long-tailed dwarf hamsters Voles Gerbils Porcupines Guinea Pigs Fish Amphibians Reptiles Birds Taxonomy Superclass
  31. 31. Animal Kingdom Invertebrates Vertebrates Mammals Predators Primates Whales Rodents Squirrels Mice Mice & Rats Hamsters and Voles Real Hamsters Short-tailed dwarf hamsters Djungarian dwarf hampsters Roborovski Hamster Long-tailed dwarf hamsters Voles Gerbils Porcupines Guinea Pigs Fish Amphibians Reptiles Birds Taxonomy Class
  32. 32. Animal Kingdom Invertebrates Vertebrates Mammals Predators Primates Whales Rodents Squirrels Mice Mice & Rats Hamsters and Voles Real Hamsters Short-tailed dwarf hamsters Djungarian dwarf hampsters Roborovski Hamster Long-tailed dwarf hamsters Voles Gerbils Porcupines Guinea Pigs Fish Amphibians Reptiles Birds Taxonomy Order
  33. 33. Animal Kingdom Invertebrates Vertebrates Mammals Predators Primates Whales Rodents Squirrels Mice Mice & Rats Hamsters and Voles Real Hamsters Short-tailed dwarf hamsters Djungarian dwarf hampsters Roborovski Hamster Long-tailed dwarf hamsters Voles Gerbils Porcupines Guinea Pigs Fish Amphibians Reptiles Birds Taxonomy Suborder
  34. 34. Animal Kingdom Invertebrates Vertebrates Mammals Predators Primates Whales Rodents Squirrels Mice Mice & Rats Hamsters and Voles Real Hamsters Short-tailed dwarf hamsters Djungarian dwarf hampsters Roborovski Hamster Long-tailed dwarf hamsters Voles Gerbils Porcupines Guinea Pigs Fish Amphibians Reptiles Birds Taxonomy Family
  35. 35. Animal Kingdom Invertebrates Vertebrates Mammals Predators Primates Whales Rodents Squirrels Mice Mice & Rats Hamsters and Voles Real Hamsters Short-tailed dwarf hamsters Djungarian dwarf hampsters Roborovski Hamster Long-tailed dwarf hamsters Voles Gerbils Porcupines Guinea Pigs Fish Amphibians Reptiles Birds Taxonomy Subfamily
  36. 36. Animal Kingdom Invertebrates Vertebrates Mammals Predators Primates Whales Rodents Squirrels Mice Mice & Rats Hamsters and Voles Real Hamsters Short-tailed dwarf hamsters Djungarian dwarf hampsters Roborovski Hamster Long-tailed dwarf hamsters Voles Gerbils Porcupines Guinea Pigs Fish Amphibians Reptiles Birds Taxonomy Genus
  37. 37. Animal Kingdom Invertebrates Vertebrates Mammals Predators Primates Whales Rodents Squirrels Mice Mice & Rats Hamsters and Voles Real Hamsters Short-tailed dwarf hamsters Djungarian dwarf hampsters Roborovski Hamster Long-tailed dwarf hamsters Voles Gerbils Porcupines Guinea Pigs Fish Amphibians Reptiles Birds Taxonomy Species
  38. 38. Shared Drive Zoo X: Production Sales & Marketing Marketing Commercial Industrial Government Healthcare Labs Hospitals Private Public Large Urban Not Associated University Rural Medium Small Clinics Mobile Sales Web Design Newsletter Social Taxonomy
  39. 39. As we’ve already seen: This always works out great
  40. 40. Findability vs. Putability: a basic asymmetry
  41. 41. Shared Drive Zoo X: Production Sales & Marketing Marketing Major Hospitals Commercial Industrial Government Healthcare Labs Hospitals Private Public Large Urban Not Associated University Rural Medium Small Clinics Mobile Colleges Big Small Sales Web Design Newsletter Social
  42. 42. Moving this mess to SharePoint makes it worse
  43. 43. SharePoint Sux
  44. 44. The #1 rule of SharePoint? Never use folders Except when it makes sense ever
  45. 45. Folders for Security Permissions assigned per folder
  46. 46. A Brief Detour
  47. 47. Simple Mind Map
  48. 48. Mapping for Navigation
  49. 49. Mapping for Priorization
  50. 50. A SharePoint Taxonomy (Navigation)
  51. 51. Customer Type • Lab • Hospital • Clinic • Mobile Sector • Private • Public Size • Large • Medium • Small Location • Urban • Rural University • Yes • No A SharePoint Taxonomy (Metadata)
  52. 52. Adding Metadata (when uploading)
  53. 53. A SharePoint Simulation
  54. 54. Document Type Inventory Worksheet
  55. 55. What is metadata?
  56. 56. What is Taxonomy?
  57. 57. What are content types?
  58. 58. Name _________ Emp. # _________ Date _________ Dates Requested: From __________ To: __________ Manager ________ Approved Y/N Name _________ Emp. # _________ Date _________ Drug Used: Name __________ Cost: $ _________ Manager ________ Approved Y/N Vacation Request Drug Reimbursement
  59. 59. Both Content Types in One Library
  60. 60. Content Types for: Workflo w, Policy,Security
  61. 61. Back to the Inventory Worksheet
  62. 62. Build Mind Map (based on inventory worksheet)
  63. 63. Why is it still so hard to get this to work?
  64. 64. Which leads to this:
  65. 65. Some great thinking by Carsten Knoch
  66. 66. Search Business Process Records Management Search & Discover Compliance Day-to-day workflow Magic Metadata Intersection Increasing the likelihood of metadata success
  67. 67. It’s a question of focus Metadata • Why? • Where? • How?
  68. 68. Share the responsibility
  69. 69. Less is more
  70. 70. To Sum Up… •Do you have a better understanding of metadata and content types? •Do you think you’ll be able to explain these concepts more easily to your stakeholders? •Did you get value out of this presentation?
  71. 71. Ruven Gotz @ruveng spinsiders.com/ruveng ruven.gotz@avanade.com slideshare.net/ruveng

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