Going Meta – How to use Metadata in SharePoint
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This session introduces metadata and its full use in SharePoint, both on-premises and Online. It explores best practices on how meaningful metadata can save time and money, improve user experience, and determine the overall success of collaboration and document management. Robert Piddocke – with over a decade of experience in SharePoint, passionate about information management, and the author of two books on SharePoint Search – discusses business values and considerations involved when determining how to govern information in SharePoint and SharePoint Online. Learn how going meta helps transcend typical SharePoint information architecture, and understand how to realize the potential of intelligent content in context. Speaker(s)
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Going Meta – How to use Metadata in SharePoint
- 1. Vancouver O365 Saturday 2018 Going Meta – How to use metadata in SharePoint Robert Piddocke Concept Searching @rpiddocke
- 2. Sponsors
- 3. © Concept Searching 2017 Agenda • What is metadata and why should we use it? • Types of metadata • Metadata in SharePoint • What about records? • Metadata and auto-classification • Case study • Takeaways
- 4. © Concept Searching 2017 Situation: • Global automotive organization • 40,000 users • Network Drives (File Shares) • On Premise SharePoint Challenge: • Over 20 million unsorted documents • Un-Navigable • Search Sucked IM is painful
- 5. © Concept Searching 2017 Who am I? Robert Piddocke VP, Channel and Business Development 10+ years in SharePoint space with technical background 15+ years in Software development and sales Board member, Vancouver Office 365 User Group (VanSPUG) Co-organizer,SharePointSaturdayVancouver InformationManagement Enthusiast Author: Pro SharePoint 2010 Search, Apress Working with Fast Search Server 2010 MS Press
- 6. © Concept Searching 2017 • Company founded in 2002 • Product launched in 2003 • Focus on management of structured and unstructured information • Profitable, debt free • Technology Platform • Delivered as a web service • Automatic concept identification, content tagging, auto-classification, taxonomy management • Only statistical vendor that can extract conceptual metadata • 8 years KMWorld ‘100 Companies that Matter in Knowledge Management’ 8 years KMWorld ‘Trend Setting Product’ • Authority to Operate enterprise wide US Air Force, NETCON US Army, and Canadian SLSA • Client base: Fortune 500/1000 organizations in Healthcare, Financial Services, Manufacturing, Energy, Professional Services, Pharmaceutical, Public sector and DoD • Microsoft Gold Certification in Application Development • Member of SharePoint PAC and TAP programs • Deployed as a full trust Add-in for all versions of SharePoint on-premises and SharePoint Online, including the latest vNext dedicated platform and the government cloud The Global Leader in Managed Metadata Solutions
- 7. © Concept Searching 2017 Concept Searching’s technology platforms deliver semantic metadata generation, auto-classification and taxonomy/Term Store management, and are fully integrated with all versions of SharePoint on-premises, Microsoft Online/Office 365, and OneDrive for Business What Do We Do? These infrastructure platforms integrate not only with SharePoint but also other content repositories, search engines and file shares, enabling our clients to add structure and manage their enterprise content, regardless of environment The resulting classification metadata is used by clients to deliver ‘intelligent metadata solutions’ in areas such as enhanced search, migration, data privacy, records management, policy enforcement, compliance, text analytics, and business and social collaboration
- 8. © Concept Searching 2017 Unique Approach – Compound Term Processing • Remains unique in the industry • Ability to identify and correctly weight multi-word concepts in unstructured text 8 Concept Searching provides Automatic Concept Term Extraction Triple Baseball Three Heart Organ Center Bypass Highway Avoid
- 9. © Concept Searching 2017 Take Control • Content is a mess • It’s costing you time and money • You may not even realize it
- 10. © Concept Searching 2017 What is Metadata? • Data about data • Metadata explains information • Usually tags but could be anything • Columns in SharePoint can hold metadata • Helps you understand information • Helps you find information • Helps you control information • Helps you dispose of information “That book is so meta!”
- 11. © Concept Searching 2017 Why Should I Use It? • Organize data logically • Improve 'look and see” user experience • Create different ways of viewing and slicing the same information • Metadata navigation • Fix search • Enable governance • Ensure compliance • Business processes • Save time and money
- 12. © Concept Searching 2017 Build your Taxonomy
- 13. © Concept Searching 2017 Metadata Types • Structural • Location • Size • Filetype • Administrative • Creation date, last modified • Author • Access rights • Classifications • Descriptive • Concepts describing the content • Functional • Purpose • Department Source: National Information Standards Organization (NISO)
- 14. © Concept Searching 2017 Where Do I Start? Planning • As a rule, term sets should not be very deep – no more than a few levels – dependent on how the term set is exposed to the user • How many term sets are needed? • Which functional groups will be using the metadata and incorporating their specific terminology? • How will they be managed? • Who will manage them? • Which site collections will consume which services? • Document or there will be a mess!
- 15. © Concept Searching 2017 Managed Metadata • Managed metadata forces metadata consistency • Build term sets, enforce language • Take control of information governance – don’t just talk about it
- 16. © Concept Searching 2017 Types of Taxonomies • Lists (dictionaries) • Thesauri (synonyms • Categories (classification lists) • Ontologies
- 17. © Concept Searching 2017 Map it to workloads in SP
- 18. © Concept Searching 2017 Metadata in SharePoint • Document properties • Custom columns • Document sets and folders • Folksonomies – end user tagging • Managed Metadata Service • Content types
- 19. © Concept Searching 2017 Document Properties • Name • Title • Author – maps to the creator document property • Last Modified by • Last Modified Date • Creation Date • Content type • Access • Not available in Modern Document Libraries (yet)
- 20. © Concept Searching 2017 Custom Columns • Sortable • Calculable • Building blocks of content types • Searchable • Refinable • Required for Records Management
- 21. © Concept Searching 2017 Document Sets • A type of folder • A single work “product” • Group common content • Route common work product • A place to physically keep related items • Can be seen on a single pane (Welcome Page) • Manageable permissions • Can have default content
- 22. © Concept Searching 2017 Content Types What can I do with content types? • Group properties • Share properties • Create common documents • Use a specific document in a standard way • Share specific types of content uniformly • Set retention schedules • Dispose of a certain type of content • Examples • Contracts • Legal agreements • Invoices • Project plans • Receipts • HR records • Digital assets
- 23. © Concept Searching 2017 Automate
- 24. © Concept Searching 2017 Taxonomies and Folksonomies • You need a controlled vocabulary • Folksonomies are not great – this is not Instagram • Managed metadata can be user augmented • Folksonomies are good in theory, but tough in practice • The key to governance is control • SharePoint supports taxonomies not ontologies – but that’s ok
- 25. © Concept Searching 2017 What’s New for Metadata? • Prompt for end users to add metadata • Can do a document at a time or in bulk in modern libraries • Attention view • Displays all documents across an entire library that are missing metadata • External sharing of content in OneDrive • One-time passcode • People Card and Info Pane • See which files and folders are new • Which content has been shared with others • Who has accessed content and who has not • Self-service migration kit • SharePoint admin center – revamped • Sharing controls, device policy controls, conditional access, data leakage • Bing for Business, Graph when results exceed 5,000 entries
- 26. © Concept Searching 2017 Auto-classification and Taxonomy Building • Standard metadata • Document purpose • Document author • Dates – creation, last modified, approval, contract date, expiry • Department owner • Audience • Advanced metadata • Document meaning • Customers • Compliance levels • Sentiment • Value
- 27. © Concept Searching 2017 Records and Compliance • Use metadata to identify and control records – Content Types • Content Types are required to apply Information Management Policies and route records. • Record File Classification Plans (File Plans) can be created as Managed Metadata and Record Retention Schedules applied. • Metadata allows for in place records Management. • Watch out for Label and Retention improvements in O365 • Ensure compliance by knowing what is in documents or how they are related • Find tag sensitivity and sort based on metadata • FOIA and eDiscovery
- 28. © Concept Searching 2017 How Did the Process Work? • Created a taxonomy • Taxonomy designed for subject-matter experts • KISS • Begin auto-classification • Train the system, train the people • Reiterate for content optimization, security breaches, records • Index and classify the whole corpus in alignment with business requirements
- 29. © Concept Searching 2017
- 30. © Concept Searching 2017 What Was the Result? • Reduced on-premises servers from 50 servers to 5 • Achieved immediate improvements in enterprise search and eDiscovery, enabled concept-based searching • Accomplished in 2 weeks • Successful classification of 20 million documents • 95% accuracy • Productivity and user satisfaction increased dramatically
- 31. © Concept Searching 2017 Takeaways • Use Metadata not folders • Use managed metadata to control vocabulary • Avoid end user tagging • Automate tagging wherever possible • Use properties wherever makes sense • Metadata controls your success in governance and compliance • Information Architecture is your best investment
- 32. © Concept Searching 2017 Thank You www.conceptsearching.com Twitter @conceptsearch Robert Piddocke Vice President of Business and Channel Development Concept Searching robertp@conceptsearching.com
Editor's Notes
- Client Profile: One of the largest global automotive parts manufacturers, and operates technical centers, manufacturing sites, and customer support services in 44 countries. A highly diversified company, it designs, engineers, and manufactures a wide variety of components, integrated systems, and modules. Issue/Situation/Challenge: Needed to provide business tools to improve its enterprise-wide search and collaboration experience, through the tagging, classification, and reduction of discrete pieces of information that business users had to sort through daily. Cost reduction was required, while at the same time recognizing that key user groups dependent on the search facility were the engineering and knowledge management teams. Both the design and manufacturing processes needed to be part of the solution structure, to create effective best practices and bill of design and bill of process methods. In support of improving information access for its global internal community, the organization faced the classification of literally millions of documents, before the business user search experience could be improved. Indexed over 20 million documents as part of a migration to the Office 365 dedicated vNext platform, live just two weeks after availability of Microsoft cloud hybrid search – reducing IT costs in the digital workplace. This solution enabled client to decommission its 50 plus server on-premises search environment to just five. Achieved this challenging goal with management consulting expertise and technologies that enabled multi-term metadata generation, auto-classification, taxonomy management, and search improvements through the conceptClassifier for Office 365 platform Benefits: The solution allows any of the 40,000 users to search 20 million documents from over 30 content sources, securely and within seconds. It leveraged the Microsoft Azure cloud platform, which reduced the required infrastructure tenfold, while improving performance and reducing complexity in the digital workplace. Cost reduction, gained from the reduction of on-premises servers. The move to the cloud platform – this was the organization’s first Office 365 implementation, and was achieved speedily. Content is now auto-classified and searchable in the cloud. Maintained and enhanced enterprise-wide search capability, which improved business production. The speed of this development and deployment was unprecedented and enabled cost reduction and return on investment to be achieved extremely quickly. The solution enables collaboration, as it is also used by suppliers and partners, giving them access to same information network resources. The responsiveness of this platform means client can now intelligently migrate all their content, to further reduce more servers. This requirements of this solution were the impetus for achieving this future-proof approach.
- For those of you that perhaps do not know who we are, we have been in business since 2002. We were the first to market with a solution to automatically apply semantic metadata; and we are also the only solution in the market with a fully integrated statistical multi-term auto-classification platform which we use to deliver metadata driven search and governance solutions. We have been a managed Microsoft partner since 2008, and we are one of only 11 search partners worldwide who is a Microsoft Business-Critical SharePoint program partner. Our product platforms deliver metadata driven search and governance solutions for all versions of SharePoint on premise from 2007 onwards; as well as all versions of SharePoint Online – the multi tenant, the older dedicated version and the government cloud, as well as OneDrive for Business. We offer full product support in the form of both a farm solution and a provider hosted add-in.
- [This is an animated screen with each paragraph appearing after pressing enter.] This is actually a pretty straightforward definition. The first, is essentially what we do: Metadata Generation Auto-classification Taxonomy/Term Store Management The second: Flexibility of the technology to access content regardless of where it is stored The third: Simply that once we generate the semantic metadata, classify at to a taxonomy, then all of the Intelligent Metadata Solutions can be developed and deployed [Remember, all the Intelligent Metadata Solutions are not ‘real’ applications although can be run stand alone, but they also integrate with records management, security, search solutions – we augment traditional applications with one set of technologies.]
- Key Differentiator – still unique in the industry – compound term processing Traditional search assumes the end user knows what they are looking for, or must enter the ‘right’ combination of words to get the ‘right’ result. Knowledge workers need to identify content in the context of what they are seeking. The fundamental problem with search solutions is that they are based on an index of single words. Yet most queries are expressed in short patterns of words and not single words in isolation – which are highly ambiguous. In the example above, a search engine relying on keywords would identify all the documents that contained the words: triple, heart, bypass instead of documents that contained the concept of ‘triple heart bypass’. Since the concept has been identified, other documents that have related concepts will be identified even if they do not contain that exact phrase (coronary surgery, heart attack, stroke, etc.)
- The business world was dominated by paper for centuries but now the shift to electronic information is upon us, largely due to the vast amount of information we deal with but also due to its transient nature. Physical paper has taught us how to structure content in folders and cabinets but this method of organizing information is now outmoded by modern techniques. We are in the age of metadata. Records managers that have used color bar filing systems are actually using a form of Metadata. Now we have so much more flexibility but we often have resistance to that flexibility. Folders seem logical.
- Metadata is about data.
- Metadata is why we invented computers. We can break out of the structures that bind us with our physical representation of the world and apply logical relationships that are multi-facetted. In the past we had to put files into a folder in a filing cabinet that explained what that file was about. With large amounts of documents and information things got lost. Being a secretary was an important task because they were the only ones who could navigate those structures.
- There are many choices when it comes to structuring metadata. This is a key part of building your Metadata strategy. How will you organize your content.
- Even using term sets, and these steps are actually more important than if you were using a taxonomy tool, you need to plan for the organizational metadata and the various functional groups and what they are using the metadata for and what metadata is useful to them. Are they records managers or in sales? Quite a difference. Content Lifecycle Management: Is your goal to improve search, or actually implement content lifecycle management. If you think you might, take that into consideration. (The implementation of retention schedules in SharePoint can be associated with specific types of content through the application of information management policies.)
- Use a taxonomy for the data profiling. This will provide you the ability to segregate content quickly and easily. Using the taxonomy for data profiling, you will be able to eliminate garbage data. Since the technology understands the context within content and inter and intra related content grouping is very precise. In addition separate taxonomies can be set-up to identify security breaches within content as well as undeclared records.
- Term lists (authority files, glossaries, dictionaries, and gazetteers) 2. Classifications and categories (subject headings, classification schemes, taxonomies, and categorization schemes) 3. Relationship lists (thesauri, semantic networks, and ontologies) Ontologies show relationships. Hierarchical Taxonomies match a parent child relationship. Poly-hierarchical taxonomies allow at least one child to have more than one parent.
- SharePoint is essentially a metadata machine. It differs from a traditional file share in many ways but many of these essentially boil down to its capability to associate data with documents. This is why we have
- It is very familiar to everyone that documents have or can have properties and all documents in SharePoint will have some default properties applied. These are often ignored but can be leveraged to help find and use documents. Things as simple as a title are actually metadata.
- Columns are the default container for metadata in SharePoint. Extensive use of these columns can add a lot of value to content but can also be a burden for users. IA is, again, essential in this process as making sure the metadata is in line with your IW needs will mean the difference between success and failure.
- Document sets allow for the best of metadata with the comfortable feel of a folder. Document sets are a type of Content Type and can be used to contain a single work product. An easy example is a project where documents can be collected. They can even have default documents added each time a set it created to help kickstart the and shape the work product. The disadvantage is that the documents must be physically collected in the set, possibly creating duplicates and permission based discovery issues.
- Content Types are a reusable container of Metadata, workflow, and settings in SharePoint. This container can also dictate information management policies and document routing. This collection of metadata can be used to define a work product or process of a typical type of content in SharePoint. The key to Content Types is, of course, Metadata – data used to describe the content this container holds. By creating content types you can automatically define what types of information should be used to describe and extend the content in question.
- Taxonomies and good AI are the key to successful Information Management. Built out your Taxonomy in the MMS and decide on structure before you start applying it. SharePoint can be a pain with making changes to Content Types so be planned out before you start using them.
- Prompt end users to add metadata: statistics show that they will predominantly select the first item in the list (Engineering as opposed to Product XYZ Revision 28 RP) Attention View – very helpful tool External sharing of content – this is a good feature, but end users will typically just send information, secure collaboration is an issue onto itself there are just so many loop holes for unintentional sharing of content Self Service Migration Kit: Designed to move content (such as document libraries or file shares) from SharePoint Server sites located at an organization's datacenters to Microsoft's cloud-based SharePoint Online service or the OneDrive Office 365 service. This should be used with care. Garbage in/Garbage out. Most end users will not clean-up their data before they move it. This can be a big detriment in search if end users migrations are frequent. Implement Sharing Controls: Let users share SharePoint content with external users Let users share OneDrive content with external users Default sharing links Direct – only people with permission Internal – all internal to the organization Anonymous – includes expiration date and file permissions Device policy: Control access from devices that aren’t compliant or joined to a domain Limited access Block access Block access from third party apps and Office 2010 and earlier
- Use a taxonomy for the data profiling. This will provide you the ability to segregate content quickly and easily. Using the taxonomy for data profiling, you will be able to eliminate garbage data. Since the technology understands the context within content and inter and intra related content grouping is very precise. In addition separate taxonomies can be set-up to identify security breaches within content as well as undeclared records.
- RM is now dependent on Content Types. It is available in place and with a record center or with a combination by using information management policies. New in O365 are two new features in the Security and Compliance Center. Retention Policies and Labels which can be end user applied. This allows for users to choose a “retention policy” without having to understand the file plan by making a friendly term to label the content. This will apply in-place retention and disposition for these items in both SharePoint (onedrive) and Exchange. Data Governance retention works on sites or entire mailboxes.
- A taxonomy was created with input and collaboration from all stakeholders across the organization and then taxonomy access via CS and the MMS was given to these ‘super users’. End users never are required to apply metadata.
- BUT Metadata can become a burden on IW time and work loads. We are now not only asking our employees to sell our products and services, create projects, coordinate with colleagues and deliver those products and services to the customer while keeping them satisfied. We are also asking them to be experts in information management and governance and apply meaningful metadata across the organization. What CS does is support your metadata and IM strategy while not burdening the IW end user.
- Information Architecture is your best investment.