This slide deck was presented by Henry Ong at SharePoint Saturday Los Angeles on April 14, 2012. The original content was contributed by Chris McNulty, Strategic Product Manager for Quest Software. There are notes in many of the slides so you may want to download this presentation to get all the content.
SharePoint 2010 Managed Metadata Service ApplicationMohamed Abdeen
This document provides an overview of the SharePoint 2010 Managed Metadata Service.
It defines metadata and taxonomy, and explains that a managed metadata service allows terms to be organized hierarchically in term sets. The document describes how term sets can be global or local in scope. Keywords are also discussed as an unmanaged tagging system.
The document outlines the main applications of the managed metadata service: 1) taxonomies using term sets, 2) folksonomies using keywords, and 3) syndicated content types that can be published from a hub site collection.
The document discusses managed metadata and term stores in SharePoint 2010. It explains that managed metadata allows for a centralized, hierarchical collection of terms that provides a single source of truth for data context. It recommends creating term sets and metadata columns to utilize the managed metadata and provide consistency, central management, and the ability to adapt the terms over time. The document also demonstrates how to manage term stores through the central administration interface and use managed metadata columns in lists.
SharePoint 2010 Managed Metadata, presented by Nick Hobbs at Capgemini UK, 2nd May 2012.
Please note, the presentation included a live demo showing how to use Managed Metadata via the UI. This obviously cannot be included in the slides.
These are the topics discussed:
- What is Managed Metadata?
- Why use it?
- How can I use Managed Metadata via the UI?
- How does it work behind-the-scenes?
- How can I use it programmatically?
- What problems and limitations are there?
This document provides an overview of managed metadata and taxonomies in SharePoint 2010. It discusses metadata definitions and usage scenarios, folksonomies versus formal taxonomies, taxonomy management features including term sets and tags, content type hubs for sharing across sites, and configuration considerations. The presentation includes demonstrations of tagging, term sets, and content type hubs. It provides guidance on taxonomy design regarding dynamic external tags, security, open versus closed term sets, and the role of Master Data Services.
Managed metadata in SharePoint 2010 allows organizations to centrally manage taxonomies and content types across sites and farms. Key features include content type syndication, term stores to organize hierarchical term sets, and managed metadata columns to tag content with predefined terms. Metadata is critical for improving content discoverability through refined searches. While powerful, the managed metadata system has some limitations around security, extensibility, and client support that require consideration during design and governance.
This document discusses managed metadata and taxonomies in SharePoint 2010. It defines key terms like metadata, taxonomy, and folksonomy. It provides examples of how an organization's information architecture can evolve over time from simple document storage to a more complex taxonomy. Best practices are suggested for designing taxonomies, including considerations for dynamic external tags, security, open vs. closed term sets, and content type hubs. Programming the managed metadata service in SharePoint 2010 is also briefly covered.
SharePoint 2010 Managed Metadata Service ApplicationMohamed Abdeen
This document provides an overview of the SharePoint 2010 Managed Metadata Service.
It defines metadata and taxonomy, and explains that a managed metadata service allows terms to be organized hierarchically in term sets. The document describes how term sets can be global or local in scope. Keywords are also discussed as an unmanaged tagging system.
The document outlines the main applications of the managed metadata service: 1) taxonomies using term sets, 2) folksonomies using keywords, and 3) syndicated content types that can be published from a hub site collection.
The document discusses managed metadata and term stores in SharePoint 2010. It explains that managed metadata allows for a centralized, hierarchical collection of terms that provides a single source of truth for data context. It recommends creating term sets and metadata columns to utilize the managed metadata and provide consistency, central management, and the ability to adapt the terms over time. The document also demonstrates how to manage term stores through the central administration interface and use managed metadata columns in lists.
SharePoint 2010 Managed Metadata, presented by Nick Hobbs at Capgemini UK, 2nd May 2012.
Please note, the presentation included a live demo showing how to use Managed Metadata via the UI. This obviously cannot be included in the slides.
These are the topics discussed:
- What is Managed Metadata?
- Why use it?
- How can I use Managed Metadata via the UI?
- How does it work behind-the-scenes?
- How can I use it programmatically?
- What problems and limitations are there?
This document provides an overview of managed metadata and taxonomies in SharePoint 2010. It discusses metadata definitions and usage scenarios, folksonomies versus formal taxonomies, taxonomy management features including term sets and tags, content type hubs for sharing across sites, and configuration considerations. The presentation includes demonstrations of tagging, term sets, and content type hubs. It provides guidance on taxonomy design regarding dynamic external tags, security, open versus closed term sets, and the role of Master Data Services.
Managed metadata in SharePoint 2010 allows organizations to centrally manage taxonomies and content types across sites and farms. Key features include content type syndication, term stores to organize hierarchical term sets, and managed metadata columns to tag content with predefined terms. Metadata is critical for improving content discoverability through refined searches. While powerful, the managed metadata system has some limitations around security, extensibility, and client support that require consideration during design and governance.
This document discusses managed metadata and taxonomies in SharePoint 2010. It defines key terms like metadata, taxonomy, and folksonomy. It provides examples of how an organization's information architecture can evolve over time from simple document storage to a more complex taxonomy. Best practices are suggested for designing taxonomies, including considerations for dynamic external tags, security, open vs. closed term sets, and content type hubs. Programming the managed metadata service in SharePoint 2010 is also briefly covered.
Get a practical, hands-on review of the new managed metadata services for managing taxonomies, folksonomies, tags, metadata and content types in SharePoint 2010.
SPSCT15 - Must Love Term Sets: The New and Improved Managed Metadata Service ...Jonathan Ralton
The document discusses a presentation on the managed metadata service in SharePoint 2013. It provides an overview of the presentation agenda which includes setting the stage, services architecture, information architecture, the managed metadata service, term store, what's new, content type syndication, and wrapping up with questions. It then goes into more detail on the services architecture and how it has advanced from SharePoint 2010 to 2013.
This document provides an overview of business intelligence capabilities in SharePoint 2010. It begins with introductions of the presenter and his company. The presentation agenda is then outlined, covering SharePoint list and charting, Excel Services, PowerPivot, Business Connectivity Services, SQL Server Reporting Services, and PerformancePoint 2010. Example use cases are provided for each technology. Resources for further information are listed at the end.
SPSBOS15 - Must Love Term Sets: The New and Improved Managed Metadata Service...Jonathan Ralton
This document provides a summary of a presentation on managed metadata and term sets in SharePoint 2013. The presentation covers:
- The new managed metadata service, which allows centralized management of taxonomy, folksonomy, and content types across sites.
- The term store, which allows managing terms, term sets, and groups in a centralized location. New features in SharePoint 2013 include pinned terms, custom properties, and multi-lingual support.
- Content type syndication through the content type hub, which enables centralized management of content types and associated metadata across sites.
This document provides an overview of managed metadata and taxonomies in SharePoint 2010. It discusses metadata definitions and usage scenarios, folksonomies versus formal taxonomies, taxonomy management features, content type hubs for sharing content across sites, and configuration considerations. The presentation includes demonstrations of tagging, term sets, and content type publishing capabilities in SharePoint 2010.
This document is a 36 slide PowerPoint presentation by Metataxis on metadata management in SharePoint 2013. It provides an overview of key concepts like columns, content types, term sets, and the managed metadata service. It also discusses best practices for information architecture, governance, and ongoing management of metadata in SharePoint. The presentation aims to be interactive and cover both technical and practical information management topics at a level that is not purely technical.
NHSPUG June 2015 - Must Love Term Sets: The New and Improved Managed Metadat...Jonathan Ralton
The document is a presentation on managed metadata in SharePoint 2013. It discusses the new managed metadata service, term store, and content type syndication features. The presentation provides an overview of these new features, including improvements to the user interface for managing terms, support for multi-lingual terms, managed navigation, hashtags, and the taxonomy API. It also discusses considerations for using term sets, columns, and content type publishing across sites.
SPSNYC14 - Must Love Term Sets: The New and Improved Managed Metadata Service...Jonathan Ralton
This document summarizes a presentation on the new and improved Managed Metadata Service in SharePoint 2013. The presentation covers the content management capabilities in SharePoint, the services architecture including service applications and proxies, and the new information architecture features in the Term Store. Key changes discussed include content type syndication across site collections using the Content Type Hub and enhanced management of terms, term sets and term set groups in the centralized Term Store.
Building ECM applications using Managed Metadata in SharePoint 2013 - SharePo...Falak Mahmood
This document summarizes a presentation on building enterprise content management applications using managed metadata in SharePoint 2013. The presentation covered the evolution of metadata from 2007 to 2013, including the introduction of taxonomy, folksonomy, term stores and term sets. It also discussed how metadata can enable reuse, pinning and search-driven/managed navigation across sites in different languages. Contact information was provided for following up with the presenter.
Kbee.spaces is a comprehensive intranet software solution that helps organizations improve internal communication, collaboration, and knowledge management. It provides a network of customizable internal portals, predefined content types, dynamic publishing tools, and search capabilities. The solution includes industry-specific best practices and components for the financial services sector to help structure information and streamline processes. Kbee.spaces runs on a secure, high-availability platform with 24/7 support so organizations do not need to manage their own infrastructure.
The document provides an agenda and overview for a two-day Microsoft Office SharePoint Server 2007 search workshop. Day 1 covers search overviews, architecture, deployment scenarios, crawling and querying processes, and the search object model. Day 2 focuses on customization, management, the business data catalog, search extensibility, and administration. The workshop aims to explain how to use MOSS 2007 search functionality and describe how it can solve enterprise requirements.
Explore SharePoint 2010 Enterprise & Document Management features K.Mohamed Faizal
This document discusses several Enterprise Content Management features in SharePoint 2010, including metadata management, term stores, content hubs, content type syndication, document IDs, document sets, and the document center. It provides an overview and agenda for the topics, compares ECM features between SharePoint 2007 and 2010, and discusses new features such as managed metadata, metadata navigation, and content organizer rules. Demo sections are included for term stores, content type syndication, document IDs, document sets, and the content organizer.
Take this opportunity to learn more about SP 2013 and find out about the plans other organizations have for SP 2013. Some of the common concerns now include:
Should I wait for SP 2013 or move on with SP 2010?
How do I justify for SP 2013's investment?
With great improvements in features and usability, the SP product team now says that the web/intranet team can focus more on engaging with users needs rather than vendors' implementation. So what role do we play in SP 2013, and what role do vendors play?
What does it mean for migration from earlier versions of SharePoint?
Organizations are slowly waking up to the enormous value that enterprise social knowledge networking can unlock. With the new Microsoft SharePoint Server 2010 now Collaborative Knowledge Management (CKM) becomes an approach to enabling organizational intelligence in the enterprise. Taxonomy is the key: Managed Metadata can drive navigation, discovery, relation, and re-usability of content. Managed Metadata provides a common vocabulary and can connect people to social networks. While Microsoft has provided a state of the art API-based backend solution for taxonomy management and search, the Knowledge Management Suite for Microsoft SharePoint 2010 is focused on term life-cycle management, content tagging, knowledge browsing, navigation and content discovery.
INFOGOV14 - Trusting Your KM & ECM Strategy to SharePointJonathan Ralton
The document discusses trusting a knowledge management (KM) and enterprise content management (ECM) strategy to Microsoft SharePoint. It outlines SharePoint's capabilities that enable it to effectively support large-scale content management activities, including rich metadata structures, taxonomy, security features, workflows, search, integration with line of business systems, and support for multiple languages. Governance is required to balance control with flexibility when adopting SharePoint as an information management platform.
This document discusses content management (CM), including its definition, benefits, and design. CM involves organizing, storing, and disseminating content across departments. It provides value by making content easily searchable and accessible across silos. Effective CM requires changes to organizational culture and processes regarding content creation and sharing. The document outlines the various roles involved in CM and maps their relationships in a CM value chain. It also discusses the information architecture needed to support CM, including taxonomy, metadata, and content services.
The document discusses exploring enterprise search options for Oracle WebCenter Content using the Fishbowl Solutions Google Search Appliance (GSA) connector. It provides an overview of enterprise search, considerations for evaluating search platforms, and WebCenter's existing search options. It then demonstrates how the GSA connector allows searching WebCenter repositories and websites through Google search for improved user experience and adoption rates.
Moving mountains with Sharepoint - Document Management with SharePoint 2013Oliver Wirkus
This presentation shows how to implement a Document Management System to an existing SharePoint Intranet, Best practices on how to start that kind of projects and on Document Management with SharePoint
HCL Digital Experience is a digital experience platform that provides tools for creating personalized digital experiences across websites, applications, and channels. It includes capabilities for content management, forms, sites, personalization, integration, and deploying applications developed with JavaScript frameworks. Script applications allow leveraging common web development skills while still using the platform's management features and integrating applications without code deployment.
With the increase in unstructured information, organizations are looking for new ways to not only improve their search and retrieval process, but also manage and leverage their information assets to improve performance when migrating information.
In this webinar InfoStrata Solutions and Concept Searching will discuss strategies for analyzing your existing information, to categorize and prioritize your assets prior to migrating to SharePoint. We will explore how to leverage the Term Store in different ways to manage content, and how migration and storage costs can be reduced by de-duplicating, removing, or archiving obsolete content.
What you will take away from this session:
• Understand the migration process, to ensure important content is not lost
• Learn how Concept Searching’s Smart Content Framework™ can provide a new way to undertake bulk migrations
• Learn strengths and weaknesses of the information management capabilities of SharePoint 2010 and 2013
• Best practices on managing content with the Term Store
• The difference between a proprietary taxonomy solution and a fully integrated Term Store solution
• Intuitive and unique features in conceptTaxonomyManager that integrate with the SharePoint Term Store, leveraging metadata to drive business value
Speakers:
Mark Adams, Director at InfoStrata Solutions
Paul Billingham, Sales Director of Europe at Concept Searching
John Challis, Founder and CTO at Concept Searching
Get a practical, hands-on review of the new managed metadata services for managing taxonomies, folksonomies, tags, metadata and content types in SharePoint 2010.
SPSCT15 - Must Love Term Sets: The New and Improved Managed Metadata Service ...Jonathan Ralton
The document discusses a presentation on the managed metadata service in SharePoint 2013. It provides an overview of the presentation agenda which includes setting the stage, services architecture, information architecture, the managed metadata service, term store, what's new, content type syndication, and wrapping up with questions. It then goes into more detail on the services architecture and how it has advanced from SharePoint 2010 to 2013.
This document provides an overview of business intelligence capabilities in SharePoint 2010. It begins with introductions of the presenter and his company. The presentation agenda is then outlined, covering SharePoint list and charting, Excel Services, PowerPivot, Business Connectivity Services, SQL Server Reporting Services, and PerformancePoint 2010. Example use cases are provided for each technology. Resources for further information are listed at the end.
SPSBOS15 - Must Love Term Sets: The New and Improved Managed Metadata Service...Jonathan Ralton
This document provides a summary of a presentation on managed metadata and term sets in SharePoint 2013. The presentation covers:
- The new managed metadata service, which allows centralized management of taxonomy, folksonomy, and content types across sites.
- The term store, which allows managing terms, term sets, and groups in a centralized location. New features in SharePoint 2013 include pinned terms, custom properties, and multi-lingual support.
- Content type syndication through the content type hub, which enables centralized management of content types and associated metadata across sites.
This document provides an overview of managed metadata and taxonomies in SharePoint 2010. It discusses metadata definitions and usage scenarios, folksonomies versus formal taxonomies, taxonomy management features, content type hubs for sharing content across sites, and configuration considerations. The presentation includes demonstrations of tagging, term sets, and content type publishing capabilities in SharePoint 2010.
This document is a 36 slide PowerPoint presentation by Metataxis on metadata management in SharePoint 2013. It provides an overview of key concepts like columns, content types, term sets, and the managed metadata service. It also discusses best practices for information architecture, governance, and ongoing management of metadata in SharePoint. The presentation aims to be interactive and cover both technical and practical information management topics at a level that is not purely technical.
NHSPUG June 2015 - Must Love Term Sets: The New and Improved Managed Metadat...Jonathan Ralton
The document is a presentation on managed metadata in SharePoint 2013. It discusses the new managed metadata service, term store, and content type syndication features. The presentation provides an overview of these new features, including improvements to the user interface for managing terms, support for multi-lingual terms, managed navigation, hashtags, and the taxonomy API. It also discusses considerations for using term sets, columns, and content type publishing across sites.
SPSNYC14 - Must Love Term Sets: The New and Improved Managed Metadata Service...Jonathan Ralton
This document summarizes a presentation on the new and improved Managed Metadata Service in SharePoint 2013. The presentation covers the content management capabilities in SharePoint, the services architecture including service applications and proxies, and the new information architecture features in the Term Store. Key changes discussed include content type syndication across site collections using the Content Type Hub and enhanced management of terms, term sets and term set groups in the centralized Term Store.
Building ECM applications using Managed Metadata in SharePoint 2013 - SharePo...Falak Mahmood
This document summarizes a presentation on building enterprise content management applications using managed metadata in SharePoint 2013. The presentation covered the evolution of metadata from 2007 to 2013, including the introduction of taxonomy, folksonomy, term stores and term sets. It also discussed how metadata can enable reuse, pinning and search-driven/managed navigation across sites in different languages. Contact information was provided for following up with the presenter.
Kbee.spaces is a comprehensive intranet software solution that helps organizations improve internal communication, collaboration, and knowledge management. It provides a network of customizable internal portals, predefined content types, dynamic publishing tools, and search capabilities. The solution includes industry-specific best practices and components for the financial services sector to help structure information and streamline processes. Kbee.spaces runs on a secure, high-availability platform with 24/7 support so organizations do not need to manage their own infrastructure.
The document provides an agenda and overview for a two-day Microsoft Office SharePoint Server 2007 search workshop. Day 1 covers search overviews, architecture, deployment scenarios, crawling and querying processes, and the search object model. Day 2 focuses on customization, management, the business data catalog, search extensibility, and administration. The workshop aims to explain how to use MOSS 2007 search functionality and describe how it can solve enterprise requirements.
Explore SharePoint 2010 Enterprise & Document Management features K.Mohamed Faizal
This document discusses several Enterprise Content Management features in SharePoint 2010, including metadata management, term stores, content hubs, content type syndication, document IDs, document sets, and the document center. It provides an overview and agenda for the topics, compares ECM features between SharePoint 2007 and 2010, and discusses new features such as managed metadata, metadata navigation, and content organizer rules. Demo sections are included for term stores, content type syndication, document IDs, document sets, and the content organizer.
Take this opportunity to learn more about SP 2013 and find out about the plans other organizations have for SP 2013. Some of the common concerns now include:
Should I wait for SP 2013 or move on with SP 2010?
How do I justify for SP 2013's investment?
With great improvements in features and usability, the SP product team now says that the web/intranet team can focus more on engaging with users needs rather than vendors' implementation. So what role do we play in SP 2013, and what role do vendors play?
What does it mean for migration from earlier versions of SharePoint?
Organizations are slowly waking up to the enormous value that enterprise social knowledge networking can unlock. With the new Microsoft SharePoint Server 2010 now Collaborative Knowledge Management (CKM) becomes an approach to enabling organizational intelligence in the enterprise. Taxonomy is the key: Managed Metadata can drive navigation, discovery, relation, and re-usability of content. Managed Metadata provides a common vocabulary and can connect people to social networks. While Microsoft has provided a state of the art API-based backend solution for taxonomy management and search, the Knowledge Management Suite for Microsoft SharePoint 2010 is focused on term life-cycle management, content tagging, knowledge browsing, navigation and content discovery.
INFOGOV14 - Trusting Your KM & ECM Strategy to SharePointJonathan Ralton
The document discusses trusting a knowledge management (KM) and enterprise content management (ECM) strategy to Microsoft SharePoint. It outlines SharePoint's capabilities that enable it to effectively support large-scale content management activities, including rich metadata structures, taxonomy, security features, workflows, search, integration with line of business systems, and support for multiple languages. Governance is required to balance control with flexibility when adopting SharePoint as an information management platform.
This document discusses content management (CM), including its definition, benefits, and design. CM involves organizing, storing, and disseminating content across departments. It provides value by making content easily searchable and accessible across silos. Effective CM requires changes to organizational culture and processes regarding content creation and sharing. The document outlines the various roles involved in CM and maps their relationships in a CM value chain. It also discusses the information architecture needed to support CM, including taxonomy, metadata, and content services.
The document discusses exploring enterprise search options for Oracle WebCenter Content using the Fishbowl Solutions Google Search Appliance (GSA) connector. It provides an overview of enterprise search, considerations for evaluating search platforms, and WebCenter's existing search options. It then demonstrates how the GSA connector allows searching WebCenter repositories and websites through Google search for improved user experience and adoption rates.
Moving mountains with Sharepoint - Document Management with SharePoint 2013Oliver Wirkus
This presentation shows how to implement a Document Management System to an existing SharePoint Intranet, Best practices on how to start that kind of projects and on Document Management with SharePoint
HCL Digital Experience is a digital experience platform that provides tools for creating personalized digital experiences across websites, applications, and channels. It includes capabilities for content management, forms, sites, personalization, integration, and deploying applications developed with JavaScript frameworks. Script applications allow leveraging common web development skills while still using the platform's management features and integrating applications without code deployment.
With the increase in unstructured information, organizations are looking for new ways to not only improve their search and retrieval process, but also manage and leverage their information assets to improve performance when migrating information.
In this webinar InfoStrata Solutions and Concept Searching will discuss strategies for analyzing your existing information, to categorize and prioritize your assets prior to migrating to SharePoint. We will explore how to leverage the Term Store in different ways to manage content, and how migration and storage costs can be reduced by de-duplicating, removing, or archiving obsolete content.
What you will take away from this session:
• Understand the migration process, to ensure important content is not lost
• Learn how Concept Searching’s Smart Content Framework™ can provide a new way to undertake bulk migrations
• Learn strengths and weaknesses of the information management capabilities of SharePoint 2010 and 2013
• Best practices on managing content with the Term Store
• The difference between a proprietary taxonomy solution and a fully integrated Term Store solution
• Intuitive and unique features in conceptTaxonomyManager that integrate with the SharePoint Term Store, leveraging metadata to drive business value
Speakers:
Mark Adams, Director at InfoStrata Solutions
Paul Billingham, Sales Director of Europe at Concept Searching
John Challis, Founder and CTO at Concept Searching
You have adopted Microsoft SharePoint in your organization and have end users requesting tools and applications in SharePoint. Is SharePoint really the solution? Now you need the ‘SharePoint Person’! That is the person who is the solution architect, information architect, infrastructure architect, administrator, developer and support analyst all rolled into one. What technical skills will that person or team need to have to be successful in building and supporting SharePoint Solutions. You will learn the types of SharePoint requests that can be received from end users based on a decade of experience in building SharePoint solutions, and link them to the skillets that are required by your SharePoint team. You will also understand the skills required to support and maintain an effective Microsoft SharePoint environment.
Workshop - Ways of Working Within the M365 Workspace.pptxSimon Rawson
This is an in-depth walkthrough of Microsoft 365 information architecture. It includes:
* Ways into M365 - Teams, SharePoint and Viva Connections
* Elements of information architecture in M365
* M365 governance
* Classification, security and retention models and the role they play in enterprise search
“A survey of corporate CIOs and general counsels found that, typically, 69% of the data most organizations keep can – and should – be deleted.”
Compliance, Governance and Oversight Counsel (CGOC) Summit
So what happens to the 69%? Most likely it will get migrated with no rhyme or reason. Just because it seems easier. And the organization is still left with mismanaged, useless information. That’s only one migration scenario. Migrations can be fraught with delays, budget overruns, and overall frustration. Register for this practical and informative webinar on March 25th, sponsored by Portal Solutions and Concept Searching and learn how you can eliminate migration challenges and reach the pinnacle of success.
What you will take away:
• Learn from Portal Solutions, an industry recognized SharePoint firm, the best practices and processes to approach migration
• Understand the key challenges that need to be overcome before migration
• Obtain buy-in and build the business case on why migration adds value and does not just move content from one place to another
• Take away a clear vision of the steps involved during migration and the phases to be accomplished
• Hear about Intelligent Migration technologies using conceptClassifier for SharePoint
• See how the technology is a key component in a migration solution
• Find the ROI of using one set of technologies to facilitate the migration process, and deploy metadata enabled solutions for search, content management, data protection, records management, and any application that uses metadata.
This document provides an overview of managed metadata and taxonomies in SharePoint 2010. It discusses metadata definitions and usage scenarios, folksonomies and taxonomy management, tags and social networking features. It also covers content type hubs, configuration, and design considerations for implementing managed metadata in SharePoint 2010. The presentation includes demonstrations of key managed metadata features.
Coexist or Integrate? Manage Unstructured Content from Diverse Repositories a...Concept Searching, Inc
Are you successfully managing your unstructured content? Have you quantified the risks and costs of not proactively managing your content? Did you know that you can dramatically improve search, eDiscovery, security, records management, migration, collaboration, text analytics, and business social applications, just by getting your unstructured content in order? Learn how to effectively clean up, optimize, and organize your file share content.
There are key solutions built on core technology platforms that will enable you to achieve these improvements. The conceptClassifier for SharePoint and conceptClassifier for Office 365 platforms automatically generate multi-term metadata that form concepts. Imagine it – eliminating end user tagging.
And the conceptClassifier for File Shares utility makes file shares discoverable, searchable, optimized, and organized. It automatically tags and classifies documents to a term set, for improving search and eDiscovery, and preparing content for migration.
Auto-classification and one natively integrated taxonomy/Term Store, available on-premises, in the cloud, or in a hybrid environment, provide the backdrop for a single enterprise search, regardless of where end users are located. Tackle information governance and standardize processes across the entire enterprise.The team from C/D/H provided the knowledge, planning, and optimization to intelligently migrate the manufacturer’s content from on-premises Search 2013 to the Office 365 Hybrid Search platform, using Concept Searching’s new utility, conceptClassifier for Hybrid Search.
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.
Steve Mann will be joined by Steve Smith, Consultant from strategic partner C/D/H
This document provides an introduction and overview of SharePoint lists and libraries. It introduces Jamie McAllister, a SharePoint MVP, and Rob Latino, a Program Manager at Office 365 Support. The document outlines the topics that will be covered, including managing SharePoint Online documents and lists, setting expectations for the session, and provides a high-level overview of lists and libraries. It also previews demonstrations of creating and organizing libraries and documents.
#SEASPC: Organizing Documents in SharePoint 2010Agnes Molnar
This document provides best practices for organizing documents in SharePoint 2010. It discusses using document sets versus folders for document organization and outlines strategies for metadata management, content types, and content organizer rules. Content types help create a common structure and taxonomy for documents while content organizer rules allow documents to be automatically sorted without user intervention. Metadata should be defined by business needs and users trained on consistent application of terms. Overall, the document presents techniques for improving document findability, searchability, and collaborative work through structured content organization in SharePoint.
This document summarizes a presentation about optimizing DITA-based content for search engine optimization. The presentation discusses how DITA content is transformed and published on the web, and what search engines like Google prioritize, such as descriptive titles, effective short descriptions, and relationship tables. It emphasizes writing content with users in mind by understanding their needs and scenarios. While techniques like keywords and Dublin Core metadata don't significantly impact rankings, focusing on user experience through topics like tasks and troubleshooting is important as search evolves to understand natural language queries.
This is a discussion about knowledge management in both artifact and tacid approach and how SharePoint can be used to apply this. We will look at tools in sharepoint, how traditional approach and pervasive approach could be applied and lastly at clutural issues that needs to be overcome in moving to a more pervasive environment.
Join Concept Searching and partner C/D/H for this thought-provoking webinar on what intelligent enterprise search should be.
Our solution is unique in the marketplace, and overcomes the limitations of other enterprise search engines. It was originally deployed as an enterprise search solution for engineers and support staff.
This webinar will focus on how one unified view of all unstructured, semi-structured, and structured data assets, including 2D and 3D images, can be integrated into the search interface, with previewers and navigational aids.
Both business and technical professionals will benefit from this session:
• Understand how the technology works, and how it can be set up with a platform and search engine of choice
• See how search returns results, and provides visual and navigational aids for all information retrieved
• Watch how to select an image based on color, size, or shape
• Learn how any business or artificial intelligence applications can benefit from the multi-term metadata created
• Find out why the search framework provides a responsive user interface for any tablet, PC or mobile device
Why Information Architecture is Vital for Office 365 Adoption and Governance ...J. Kevin Parker, CIP
Presentation as part of the AIIM Virtual Event in December 2018. Why is information architecture vital for Office 365 adoption and governance? I explore that in this presentation.
Metadata used to be an afterthought. Now, metadata is a pre-requisite and the optimal mechanism to drive business processes like security and records and, of course, to manage content.
In this session Robert Piddocke, our Vice President of Channel and Business Development – passionate about information management, and author of books on SharePoint Search – explores how going meta helps transcend typical metadata use.
Robert discusses SharePoint functionality and what needs to be put in place to deploy a metadata-driven enterprise and build a framework for the future, and how metadata can be used to automate and drive business processes, and proactively manage content.
Speaker:
Robert Piddocke – Vice President of Channel and Business Development at Concept Searching
Getting started with with SharePoint SyntexDrew Madelung
SharePoint Syntex brings advanced content services solutions into your existing SharePoint environment but is it something that will help you? In this session we will go through what SharePoint Syntex is, how it works, and why it could be an important part of your enterprise in Microsoft 365.
How Microsoft SharePoint Gives You a Realistic Approach to Content ManagementNicky Bleiel
Managing your content ensures efficiency in your work and accuracy in your documentation.This session discusses managing content with SharePoint and demonstrates some of its features.
Optimizing SharePoint for Transactional Content ManagementDocFluix, LLC
While SharePoint 2010 and 2013 has a wide range of great document management features, organizations that need "transactional content management" (such as invoices, purchase orders, claims, registration forms or other high volume documents related to a business process or transaction) find numerous challenges in optimizing SharePoint for this purpose. This presentation will cover how best to configure and optimize SharePoint for this type of document management.
SharePoint 2013 Governance Planning - SharePoint governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organization's business divisions and IT teams cooperate to achieve business goals.
SPLive Orlando - Beyond the Search Center - Application or Solution?Agnes Molnar
This document discusses search-based applications (SBAs) and how they differ from traditional database-driven applications. SBAs are built on a search engine backbone rather than a database, and are designed for mission-oriented information access, analysis, or discovery. The document outlines some key challenges of SBAs, including unifying multiple search interfaces and data silos. It also discusses components of SBAs like content sources, crawling, indexing, processing crawled properties into managed properties, ranking, search interfaces, and federation. SBAs are well-suited for aggregating heterogeneous content, processing large volumes of data, providing real-time information, and enabling ad hoc reporting.
Similar to Playing Tag: Managed Metadata and Taxonomies in SharePoint 2010 (20)
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdfMalak Abu Hammad
Discover how MongoDB Atlas and vector search technology can revolutionize your application's search capabilities. This comprehensive presentation covers:
* What is Vector Search?
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Playing Tag: Managed Metadata and Taxonomies in SharePoint 2010
1. Playing Tag: Managed Metadata and
Taxonomies in SharePoint 2010
Henry Ong
SharePoint Systems Administrator @ Quest Software
Twitter: @henry_ong
2.
3. Who is this Henry Ong guy?
• Been working w/ SharePoint since 2005.
• SharePoint’ed in almost every industry.
• Experience spans almost all disciplines of
SharePoint.
• SharePoint Engineer that’s not afraid of Visual
Studio.
4. Quest Market Presence
Americas
60 Offices, 3 HQs EMEA
APJa
Sales/Mrkg
3600+ Employees R&D
Support
178 Countries
100,000+ Customers All Verticals
Global 200
SMB
Multiple Business Lines Database, Monitoring, Data
Protection, User
Workspace/Virtualization,
Windows (SharePoint, AD,
Messaging), Identity Mgmt
5. Presentation Governance
• Out Of Scope (for the most part)
– ECM Deep Dive
– C# Coding
• Rules
– Let me know if you can’t hear me.
– Ask questions as you please.
– Let’s keep it dynamic and conversational.
6. Agenda
• Metadata – definitions and taxonomy
• Usage scenarios
• Folksonomy usage
• Taxonomy management
• Tags and social networking
• Configuration Overview & Design Tips
• Customization
7. What is metadata?
• In practical usage, it means data about data
• For SharePoint, it usually means data that describes or
classifies other data (lists) or documents (libraries)
8. Terminology
• Taxonomy – A formal hierarchy of terms and tags, usually
centrally administered and defined
• Folksonomy - Informal list of ad-hoc tags or terms, usually built
up over time through user defined keywords (Thomas Vanderwal
– “people’s taxonomy”)
• Ontology - Formal representation of knowledge as a set of
concepts within a domain, and the relationships between those
concepts
• Term Store – A database that houses taxonomies
• Group – Logical groupings of Term Sets. Security boundary.
• Term Set – The “second level” of a taxonomy. Logical grouping of
related terms.
• Term – (a/k/a “tag”) An element of the defined taxonomy
9. SharePoint Content Terminology
• Content Type – A reusable collection of settings and rules
applied to a certain category of content in SharePoint.
• Content Type Hub – A site collection which operates as a
central source to share content types across the enterprise
• Content Type Syndication – Publishing content types across
multiple sites, site collections, web application and/or
farms.
10. 2010 Managed Metadata Service
•Centralized
enterprise
repository for tag
hierarchies and
keywords
•Publish and
subscribe model for
distributed content
types
11. Scenario: Growth of an Information
Architecture
• New company starts to
develop products Products
• “X21 Screen Cleaner” is
Product Information
the first product
• Products team has a
SharePoint site with a
folder for product
information
• Simple storage and
navigation
12. Scenario: Growth of an Information
Architecture
•Company hires its
first marketing Products
specialist Product Information
•Adds a folder to the Marketing Information
library for marketing
content
•Multiple
products, but all
information still in
one spot
13. Scenario: Growth of an Information
Architecture
•In six
months, marketing Products
Product Information
grows to a Marketing
department, gets its Marketing Information
own site
•Document physical
storage becomes de
facto taxonomy
14. Information Architecture Questions
• “I’m in the marketing group, and I just finished a new
product sheet for the X-21 project – do I keep it on my
site, or on the products site, or save it to both places?”
• “I’m in the product group, and there’s a product
information sheet for the X21 Screen Cleaner – is that the
most recent version, or do I have to double check on
another site?”
• “I’m searching for information on the X-21 product – do we
call it ‘X21’, or ‘X-21’? Why can’t we use both?”
16. Folksonomy
• Informal list of ad-hoc
tags or terms, usually
built up over time
through user defined
keywords
• Centrally stored in the
MMS application
• Easily enabled option for
all document libraries
• Can also be applied to
content outside
SharePoint
17. Social tagging
•Tags are aggregated
to each user’s profile
page
•Tags have profile
pages
•Tags can be
“followed” just like
people in SharePoint
social nets
20. MMS - Shared Service Applications
•2010 common farm
User Profiles
Search Metadata
functions are now
independent Shared Excel Calc
Visio
Service Applications
•MMS is an SSA!
•Records/librarians/IA
can administer
metadata without
becoming farm http://globalweb http://itportal
admins
21. Taxonomy Operations
• Term sets can be
copied, relocated, and
reused from existing
terms
• Terms can be
copied, reused, merged,
deprecated, etc.
• Keywords (folksonomy)
can be moved into a
managed term set or
deleted
23. Design Considerations
• Openness vs. closed term sets
• Tag security
• Dynamic external tags
• Content types & site columns - practical guidance
• Role of Master Data Services in SQL 2008 R2
• Programmability & Customization
• Dark secrets…
24. Design - Openness
• Folksonomy - Managed Keywords are usually “open”, and
allow users to add new terms interactively
• Taxonomy - Managed term stores are usually closed, and
require administrators to add new terms
• Open folksonomies and closed taxonomies is a good
practice…best?
• Watch trends in casual social tags and evaluate
“promotion” to formal taxonomy.
25. Design - Security
• Security is limited to the term set level
• All child terms inherit this visibility setting
• What you can’t do is this:
– Tag (Viewers)
• Northwind (Andy & Bob)
• Contoso (All Employees)
• Oracle (Executive Team Only)
26. Design – Content Types
• Use Document ID function uniformly among hub and
subscribers – otherwise content types aren't published
• Check logs for content publishing if you have questions
– Republish and use options & timer jobs to “force” updates
• Site columns, especially choice lists, can behave
unexpectedly.
– Column definitions and lookup values will be copied to each separate site
collection
– Lookup values can be locally edited and changed.
– They reset to master values the next time the content type is published.
• Changes to Content Organizer, Records Management and
Retention Policy reduce the need for more content types
27. Design – Dynamic External Tags
• One way data import
limits
• BCS provides alternative
tag techniques
• BCS data source can be
maintained
externally, or by
publishing the source as
an External List.
• External Lists act almost identically to
native SharePoint lists in the UI.
28. Physical and Logical Design
• Use Content Type
Organizer rule to move
new documents based
on initial tags
• Use taxonomy and
metadata to drive
information lifecycle
management processes
(e.g. archiving)
• Improve browsability
and search relevance
30. Dark Secrets of MMS
• No granular security on tag definitions or tags as applied
• No meta-metadata
– You can define products and group them hierarchically, but you can’t add a list
price and then navigate or refine to find content by price
– Can’t tag a tag, can’t rate a tag, can’t “like” a tag
– Can’t organize “personal” tags
• Client application support limitations
– SharePoint Workspace 2010 can read but not write MMS tags
– InfoPath browser client can’t read or write MMS tags
31. The 9 10 Some Adoption Rules
1. Start small. Do NOT put everything in a term set.
2. Find “ friendlies”. Introduce keywords to users who understand the benefits
3. Use default tags in context.
4. External data. Use BCS if tag definitions are outside SharePoint (G/L codes)
5. Understand the security model and don’t put “secret” terms in a term store.
6. Extend administrative access for nontraditional administrators (e.g. corporate records staff)
7. Plan for and deploy centralized content types.
8. If security requirements are simple - and document sharing is important, use the Document
Center to centralize document storage, and use content types and tags to classify docs.
9. Watch usage patterns for keywords and search. Unused typos in a keyword field (e.g.
“holidya list”) can be deleted, and new project names can be promoted!
10. Synonyms! Synonyms! Synonyms!
11. Taxonomy does NOT belong to IT!!!
32. Resources
• From Microsoft:
– SharePoint 2010 site: http://sharepoint.microsoft.com
– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
• From Quest
– www.quest.com
– www.sharepointforall.com
We have offices throughout the world and have the resources to support the largest global organizations whether they be in the Americas, Europe, Middle East, Africa, or across the Asia Pacific and Japan region.
Some real world examples – Pick up any physical object around you and start naming off attributes of it. All of those attributes are data about your object. If you really want to geek out, take a look at http://en.wikipedia.org/wiki/Metadata
Taxonomy: In other words a formal classification scheme. Example: Animal lineage – Animal > Mammal/Reptile > Dog/Cat/Cow > Labrador > etc.Folksonomy example: Flickr Pictures, Facebook Photo TaggingOntology: In other words, the representation/specification of how something is related to something else. The rules that govern the relationships within a taxonomy.Term Store (SharePoint specific): Each Managed Metadata Service Application has one Term Store for each language that it supports. Group (SharePoint specific): Main purpose is security boundary. Big note: Can’t associate Managed Metadata Columns to a group. Can only associate to a Term Set or Term. Term Set (SharePoint specific): Logical grouping of related terms. Example: Term Set name = Car Manufacturers. Child Terms can be Audi, BMW, Chevy, Honda, etc. Terms (SharePoint specific): Members of a Term Set. Can have children and those children can have children, and so forth.
Content Type Features: Workflows, Information Management Policies, Disposition Rules, Custom Document Information PanelsContent Type Hub Features: Manage Content Types centrally and syndicate across Site Collections. Was not available with SharePoint 2007.
I would be happy to discuss what we are trying to put together for partners/TEC.