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.
The Connection Between Metadata, Social Tools, and Personal ProductivityChristian Buckley
Showing the links between metadata and taxonomy, social, and productivity in SharePoint. Presented at the Australian and New Zealand SharePoint Conferences, and again at SPTechCon San Francisco 2013.
Successful SharePoint migrations have more to do with pre-planning than the technical migration itself. This presentation outlines the success factors for planning and executing a successful migration.
Christian buckley connection-betweenmetadatasocialandpersonalproductivity_sps...BIWUG
Administrators and managers alike do not understand the importance of metadata as the underlying drivers of social computing within the enterprise, the connection between social tools and search, and how a solid taxonomy and supporting governance strategy can increase and optimize productivity. This session will outline the connections between keyword taxonomy, social tools, the end user search experience in SharePoint, and present a business case for improving productivity by focusing on all three.
Christian buckleymastering sharepointmigrationplanning-spsbe28BIWUG
In this session, we will walk through a five-point migration methodology that supplements existing project management processes with a more holistic view of what it takes to successfully migrate your environments. We’ll examine tactical steps, and provide guidance on this iterative approach, focusing heavily on information architecture and governance. Attendees will leave with a clear picture of the gaps within their current planning efforts, and actionable steps to get back on track.
The Connection Between Metadata, Social Tools, and Personal ProductivityChristian Buckley
Showing the links between metadata and taxonomy, social, and productivity in SharePoint. Presented at the Australian and New Zealand SharePoint Conferences, and again at SPTechCon San Francisco 2013.
Successful SharePoint migrations have more to do with pre-planning than the technical migration itself. This presentation outlines the success factors for planning and executing a successful migration.
Christian buckley connection-betweenmetadatasocialandpersonalproductivity_sps...BIWUG
Administrators and managers alike do not understand the importance of metadata as the underlying drivers of social computing within the enterprise, the connection between social tools and search, and how a solid taxonomy and supporting governance strategy can increase and optimize productivity. This session will outline the connections between keyword taxonomy, social tools, the end user search experience in SharePoint, and present a business case for improving productivity by focusing on all three.
Christian buckleymastering sharepointmigrationplanning-spsbe28BIWUG
In this session, we will walk through a five-point migration methodology that supplements existing project management processes with a more holistic view of what it takes to successfully migrate your environments. We’ll examine tactical steps, and provide guidance on this iterative approach, focusing heavily on information architecture and governance. Attendees will leave with a clear picture of the gaps within their current planning efforts, and actionable steps to get back on track.
The Connection Between Metadata, Social, and Personal ProductivityChristian Buckley
Presentation given at SharePoint Saturday UK in Nottingham, UK on Nov 12th, 2011. Describes the importance of metadata to social tools, and how social drives personal productivity in SharePoint.
Searching and Connecting – The Need to Effectively Map Content for Users #EmM...Christian Buckley
Presentation given in January 2013 in San Francisco at the Emerging Media Conference (EmMeCon) on the need to connect end users and their content through social tools to improve search and productivity.
Presentation given at SharePoint Saturday Toronto on July 7th, 2012. While you do lose some of the context without the narrative, hopefully you'll find some of this useful.
An updated version of my presentation walking through and comparing apples-to-oranges social computing solutions, and what is available out-of-the-box and through partner solutions in SharePoint 2010.
The session will address the different ways users can be authenticated in SharePoint: Active Directory, forms based authentication, claims based authentication, and anonymous access. I’ll discuss when to implement each method and what the best practices are for permission application and management. I’ll address when to use each method and when to implement other concepts like web application policies, extending web applications, laying out a decentralized security model.
To abide by this best practice, I’ll discuss how the farm’s taxonomy may need to be restructured. This is where administrators need to develop and enforce a governance plan around the farm’s taxonomy. Thinking about where lists, items, and groups need to be in a SharePoint farm will ensure the right eyes are seeing the right content- and nothing more.
The goal of the session is to ensure SharePoint content is secure and permissions do not get out of control. I’ll take a deep dive into what is available out of the box and what you can customize. Finally, I’ll also demonstrate how to utilize SharePoint’s auditing functionality to track who is changing permissions. The audit reports will be used to ensure the admins changing permissions are taking the correct action. When administrators know all their options around security, internal governance plans can be developed to safeguard their farm’s content.
SharePoint out of the box is a powerful platform. Unfortunately, many organizations seem to think that governance is also out of the box. It isn't. The result? Site sprawl, unfettered content, and general process lawlessness. This is a fairly common problem, and there are definitely steps you can tackle to quickly get back on track. In this session, we'll discuss several real-world strategies for gaining control over your SharePoint environments, better aligning your SharePoint efforts with organizational goals, and dramatically improving your chances of meeting end user expectations.
Cleaning Up Information Architecture in SharePoint and Other Jedi Mind TricksChristian Buckley
Presentation given at the NYC SharePoint User Group on December 7th 2011 on the importance of information architecture and governance planning in a successful SharePoint deployment or migration.
Realtime predictive analytics using RabbitMQ & scikit-learnAWeber
In this talk, AWeber's Michael Becker describes how to deploy a predictive model in a production environment using RabbitMQ and scikit-learn. You'll see a realtime content classification system to demonstrate this design.
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This DataCamp infographic describes how you can make the switch between using Python for web development and using it for data science.
Do you want to learn Python for Data Science? Consider www.datacamp.com!
In this latest installment of the M365 Productivity Tips series from the January 21, 2023 M365 Twin Cities event (www.M365TC.com), Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft 365 productivity hints and tips.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/@buckleyplanet
Microsoft Teams is the fastest-growing product in Microsoft history, providing a powerful platform for collaboration and communication. However, because Teams was built on the backs of two leading workloads: SharePoint and Exchange, managing the security, compliance, and governance of Teams comes with some additional complexity. In this session, Christian walks through 10 essentials for effective Teams governance to help you 'know where to go' to meet your organizational requirements.
More Related Content
Similar to How Your Metadata Strategy Impacts Everything You Do -- Taxonomy Bootcamp
The Connection Between Metadata, Social, and Personal ProductivityChristian Buckley
Presentation given at SharePoint Saturday UK in Nottingham, UK on Nov 12th, 2011. Describes the importance of metadata to social tools, and how social drives personal productivity in SharePoint.
Searching and Connecting – The Need to Effectively Map Content for Users #EmM...Christian Buckley
Presentation given in January 2013 in San Francisco at the Emerging Media Conference (EmMeCon) on the need to connect end users and their content through social tools to improve search and productivity.
Presentation given at SharePoint Saturday Toronto on July 7th, 2012. While you do lose some of the context without the narrative, hopefully you'll find some of this useful.
An updated version of my presentation walking through and comparing apples-to-oranges social computing solutions, and what is available out-of-the-box and through partner solutions in SharePoint 2010.
The session will address the different ways users can be authenticated in SharePoint: Active Directory, forms based authentication, claims based authentication, and anonymous access. I’ll discuss when to implement each method and what the best practices are for permission application and management. I’ll address when to use each method and when to implement other concepts like web application policies, extending web applications, laying out a decentralized security model.
To abide by this best practice, I’ll discuss how the farm’s taxonomy may need to be restructured. This is where administrators need to develop and enforce a governance plan around the farm’s taxonomy. Thinking about where lists, items, and groups need to be in a SharePoint farm will ensure the right eyes are seeing the right content- and nothing more.
The goal of the session is to ensure SharePoint content is secure and permissions do not get out of control. I’ll take a deep dive into what is available out of the box and what you can customize. Finally, I’ll also demonstrate how to utilize SharePoint’s auditing functionality to track who is changing permissions. The audit reports will be used to ensure the admins changing permissions are taking the correct action. When administrators know all their options around security, internal governance plans can be developed to safeguard their farm’s content.
SharePoint out of the box is a powerful platform. Unfortunately, many organizations seem to think that governance is also out of the box. It isn't. The result? Site sprawl, unfettered content, and general process lawlessness. This is a fairly common problem, and there are definitely steps you can tackle to quickly get back on track. In this session, we'll discuss several real-world strategies for gaining control over your SharePoint environments, better aligning your SharePoint efforts with organizational goals, and dramatically improving your chances of meeting end user expectations.
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Presentation given at the NYC SharePoint User Group on December 7th 2011 on the importance of information architecture and governance planning in a successful SharePoint deployment or migration.
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This DataCamp infographic describes how you can make the switch between using Python for web development and using it for data science.
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In this latest installment of the M365 Productivity Tips series from the January 21, 2023 M365 Twin Cities event (www.M365TC.com), Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft 365 productivity hints and tips.
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Microsoft Teams is the fastest-growing product in Microsoft history, providing a powerful platform for collaboration and communication. However, because Teams was built on the backs of two leading workloads: SharePoint and Exchange, managing the security, compliance, and governance of Teams comes with some additional complexity. In this session, Christian walks through 10 essentials for effective Teams governance to help you 'know where to go' to meet your organizational requirements.
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Presented at Commsverse 2022
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20 Microsoft Teams Productivity Tips that You've Probably Never Used (But Sho...Christian Buckley
Presented at Commsverse 2022
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Presentation shared with the Melbourne Australia-based #M365 Adoption User Group on January 31st, 2022.
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Attendees should walk away with two or three gems that could change the way they work on a daily basis.
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You can find additional CollabTalk research links and downloads at https://www.buckleyplanet.com/2019/12/collabtalk-research-link-list.html
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• How can it help today’s business and the benefits
• Phases in Communication Mining
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* Live demos with code snippets
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#MongoDB #VectorSearch #AI #SemanticSearch #TechInnovation #DataScience #LLM #MachineLearning #SearchTechnology
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Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
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- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
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In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup.
Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
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A tale of scale & speed: How the US Navy is enabling software delivery from l...sonjaschweigert1
Rapid and secure feature delivery is a goal across every application team and every branch of the DoD. The Navy’s DevSecOps platform, Party Barge, has achieved:
- Reduction in onboarding time from 5 weeks to 1 day
- Improved developer experience and productivity through actionable findings and reduction of false positives
- Maintenance of superior security standards and inherent policy enforcement with Authorization to Operate (ATO)
Development teams can ship efficiently and ensure applications are cyber ready for Navy Authorizing Officials (AOs). In this webinar, Sigma Defense and Anchore will give attendees a look behind the scenes and demo secure pipeline automation and security artifacts that speed up application ATO and time to production.
We will cover:
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How Your Metadata Strategy Impacts Everything You Do -- Taxonomy Bootcamp
1. Looking Under the Hood:
How Your Metadata Strategy Impacts Everything You Do
Christian Buckley
cbuck@axceler.com
@buckleyPLANET
Taxonomy Bootcamp
November 1, 2011
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
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 Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
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 trends
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
4. The #1 reason why your
2010 deployment will fail
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
5. Some questions for you…
What are you trying to
accomplish with SharePoint?
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
6. What was missing from your
previous attempts?
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
7. What is your metadata
strategy for 2010?
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
8. What is metadata, anyway?
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
10. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
11. • Book title • Name • Device ID
• Author • Account Number • Email
• ISBN • Credit Card • Software version
• Publisher • Social Security #
• Billing Address
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
12. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
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 = Yes
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
14. The Role of Metadata
Scott Singleton, Managed Metadata in SharePoint 2010
http://www.slideshare.net/scottsingleton/managed-metadata-insharepoint2010
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
15. Asset Type
Company
Asset Number
Color code
(by department)
Barcode Tracking
Number
Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
16. ID Type
State
License Number
Class
Expiration
Address
Date of Birth
Emergency
Contact
Donor
Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
17. Title
Email Name
Date
Scam
campaign
content
Randomly
generated
name
Email Email Cell Twitter
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Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
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 SharePoint
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cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
19. Why aren’t my end users
using SharePoint?
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21. Taxonomy
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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.org
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23. Your Current Taxonomy
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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
metadata
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25. How is metadata managed
inside of SharePoint?
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26. Top level portal
Tier 1 site collections
based on business
units or product areas
Tier 2 sites that follow
specific structure
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cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
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 services
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cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
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 collection
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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 approved
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30. Content types may be
applied for each site
collection
…or for certain sites
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31. Scott Singleton, Managed Metadata in SharePoint 2010 http://slidesha.re/hNPeAQ
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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 galleries
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cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
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 languages
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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 governance
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35. What is the role of
governance?
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36. Email Cell Twitter Blog
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37. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
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 evolve
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cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
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. Iterate
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cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
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 hand
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42. Contact me
Christian Buckley
cbuck@axceler.com
+1 425-246-2823
@buckleyPLANET
www.buckleyPLANET.com and http://info.axceler.com
Additional Resources
On The Importance of Metadata, Craig Mullins http://bit.ly/cOWp2F
Enabling Social Media through Metadata http://slidesha.re/gdjoaz
Managed Metadata in SharePoint 2010, Scott Singleton http://slidesha.re/hNPeAQ
The Battle for Metadata in SharePoint 2010, Michal Pisarek http://bit.ly/g7vFWN
5 Steps of a Successful SharePoint Site Transformation http://bit.ly/eB6qbN
Creating Passionate Users, Kathy Sierra http://headrush.typepad.com/
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cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com