You have heard of metadata and taxonomy but don’t really understand what it is or what the benefits are? Or you have a hard time explaining metadata to your end-users? When you have to define your site information architecture, you need to know some important things before you start. This session will explain what metadata actually is, what taxonomy is and how it will make your search for information easier by implementing it correctly on your SharePoint site. You will also see some tools and techniques to identify and capture the metadata and how to assign the correct metadata.

1. #SPSBE
Metadata Explained
#SPSBE05
Patrick Sledz

2. About me
Patrick Sledz
Email: Patrick@officeandbusiness.be
Twitter: @patman2520
Blog: www.officeandbusiness.be

3. A big thanks to our sponsors
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4. Agenda
• What is metadata
• How can you explain the concept of metadata to users
• The ‘mother of metadata’ : Taxonomy

5. WHAT IS METADATA?

7. SHOPPINGLIST
• Alsace Riesling wine from the vintager Backert
• Canned Tomatoes (800gr) (cubes)

22. • Next assigment was MUSIC

27. According to Amazon
Product Details
Audio CD (September 24, 1991)
Original Release Date: September 24, 1991
Number of Discs: 1
Label: Geffen Records
ASIN: B000003TA4

28. According to iTunes:

29. According my cleaning lady:
BLUE CD

30. This is how files
where “invented”
How most people
look at it

31. Or sometimes this represents
the “files”

33. Source: http://en.wikipedia.org/wiki/Apple_Lisa

34. Source: http://en.wikipedia.org/wiki/File:Apple_Lisa_Office_System_3.1.png

37. STRUCTURE AND LABELED! GREAT

38. Findability

39. Findability
Information policy

40. Findability
Information policy
Proces

41. TAXONOMY

42. TAXONOMY

44. TAXONOMY
• (from Greek: τάξις taxis "arrangement" and Greek: νομία nomia "method“

45. TAXONOMY
• (from Greek: τάξις taxis "arrangement" and Greek: νομία nomia "method“
• Oldest profession (arguably)

46. TAXONOMY
• (from Greek: τάξις taxis "arrangement" and Greek: νομία nomia "method“
• Oldest profession (arguably)
• Carolus Linnaeus (1707-78).

47. Animals
Invertebrates Vertebrates
Mammels Fish Amphibians Reptiles Birds
Bony fish
Ray finned
fish
perch-like
Damselfish
Hypsypops
H.
rubicundus

48. Animals Kingdom
Invertebrates Vertebrates
Mammels Fish Amphibians Reptiles Birds
Bony fish
Ray finned
fish Class
perch-like
Damselfish
Hypsypops
H.
rubicundus

49. Animals Kingdom
Invertebrates Vertebrates
Mammels Fish Amphibians Reptiles Birds
Bony fish
Ray finned
fish Class
perch-like Order
Damselfish
Hypsypops
H.
rubicundus

50. Animals Kingdom
Invertebrates Vertebrates
Mammels Fish Amphibians Reptiles Birds
Bony fish
Ray finned
fish Class
perch-like Order
Damselfish
Family
Hypsypops
H.
rubicundus

51. Animals Kingdom
Invertebrates Vertebrates
Mammels Fish Amphibians Reptiles Birds
Bony fish
Ray finned
fish Class
perch-like Order
Damselfish
Family
Hypsypops Genus
H.
rubicundus

52. Animals Kingdom
Invertebrates Vertebrates
Mammels Fish Amphibians Reptiles Birds
Bony fish
Ray finned
fish Class
perch-like Order
Damselfish
Family
Hypsypops Genus
H.
rubicundus Species

53. HYPSYPOPS RUBICUNDUS

55. As we’ve already seen: This always works out great

56. Shared Drive Zoo X:
Sales &
Production
Marketing
Marketing Sales Web Design Newsletter Social
Commercial Industrial Government Healthcare
Doctors Labs Hospitals Clinics Mobile
Private Public
Large Medium Small
Urban Rural
Not
University
Associated

57. Shared Drive Zoo X:
Sales &
Production
Marketing
Marketing Sales Web Design Newsletter Social
Major
Commercial Industrial Government Healthcare
Hospitals
Labs Hospitals Clinics Mobile Colleges
Private Public Big Small
Large Medium Small
Urban Rural
Not
University
Associated

58. MANAGED METADATA

59. FOLDERS

60. FOLDERS ARE GOOD

61. FOLDERS ARE EVIL

62. FOLDERS ARE OK TO USE WHEN
Security Alerts
User
adoption

63. BUT IN SP2010
• Documents can get metadata based on the folder they are stored. (Location Based
Metadata)
• There is a content organizer (using the Drop off folder)
• Document sets

64. GOOD

65. OR

66. BAD

67. Make the distinction

68. CONTRIBUTORS

69. CONSUMERS (READERS)

70. CONTRIBUTORS
• Easy to browse to a folder to upload content
• Use “Column Default Value settings”

71. CONSUMERS (READERS)
• Use views
• Show items with metadata based views
• Don’t show folders

73. TANGIBLE

74. SUMMARY
• Do you understand Metadata better?
• Wil you be able to explain these concepts and benifits to users and stakeholders?

75. CREDITS
• Ruven Gotz: http://spinsiders.com/ruveng/
• http://www.flickr.com/photos/kawa0711
• http://www.flickr.com/photos/chiperoni

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