This document discusses strategies for implementing social media and metadata management in SharePoint. It begins with definitions of social media and metadata. It then discusses why metadata is important for enabling search, discovery, and reuse of content. Common problems with inconsistent or lacking metadata are explained. The document outlines best practices for planning a social media strategy including defining requirements, centralizing taxonomy, and recruiting key stakeholders. Emerging technologies that integrate with social media are also highlighted.

1. Metadata Management in a Social Media WorldEnabling Social Computing through MetadataChristian BuckleySenior Product Manager, echoTechnologycbuck@echotechnology.comhttp://buckleyplanet.nethttp://twitter.com/buckleyplanet

2. Intro & BackgroundChristian BuckleyMarketing, Product Evangelism

3. Formerly an Operations Manager (ad platforms)and Senior Program Manager (MMS) at Microsoft

4. As a consultant

5. Deployed WSS 2.0/3.0, Project Server

6. Sat on Global Grid Forum Marketing Council

7. Deployed collaboration and supply chain solutions

8. Co-founded eBIG.org in SF East Bay where I led collaboration, web services, and entrepreneur user groups

9. Helped design and deploy E2open’s Collaboration Manager

10. Co-authored 3 books on IBM Rational Clearcase and ClearQuest

11. Began my career as an analyst and PM in the BI and data warehousing spaceWhat is your social media strategy?

12. Defining social media and metadata

13. Social media inside SharePoint

14. Why metadata is important

15. Common problems and best practices

16. Emerging enterprise technologies

17. Planning strategiesAgenda

18. Your peer writes a review for a great book, and you click once to purchase and automatically download to your KindleYou add your college friends to your user profile, and later update your travel plans, only to find that two of your friends will also be in the vicinity while you are abroad You enter your new project requirements into your portal, and based on your description and parameters, the portal provides relevant workflows and web parts, and suggests people from your company who have current or past projects in this space as possible resourcesWhat are we talking about?

19. What are we talking about?

20. Definitions“Social media is media designed to be disseminated through social interaction, created using highly accessible and scalable publishing techniques. Social media uses Internet and web-based technologies to transform broadcast media monologues (one-to-many) into social media dialogues (many-to-many). It supports the democratization of knowledge and information, transforming people from content consumers into content producers.”Wikipedia.org

21. DefinitionsIn 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.”“Metadata provides context for data. Metadata is used to facilitate the understanding, characteristics, and management usage of data. The metadata required for effective data management varies with the type of data and context of use.”Wikipedia.org

22. Why is it important?

23. I Can’t Find Anything…

24. Why SharePoint Needs SocialThe islands of information have been moved to SharePoint. NOW WHAT???

25. You can’t find anything

26. You can’t tell who owns what

27. You can’t tell what’s new, what’s old, or what has changed

28. It’s all disconnectedMicrosoft example(represents a small sample size)UsersMy SiteTeamsCorporateDepartmentsEmpowerment

29. The CIO PerspectiveSecurityIntellectual Property / CompetitionComplianceProductivitySupport IssuesCostLack of Visibility / TransparencyBandwidthFadIgnorance / Apathyhttp://buckleyplanet.typepad.com/samaritanweb/2010/01/top-10-reasons-your-cio-blocks-social-media.html

30. The VP of Marketing PerspectiveA globally connected teamOnline and offline access to all contentDynamic discovery of people, content and ideas in context to my project, my status, my relationshipsContent and concept reuseIntegrationPretty colorsPsychic interface

31. Metadata 101

32. It’s the metadata, stupidMetadata is the key to making social media work inside the enterprise

33. Most social media brands are built for the individual (and ad revenue)

34. Metadata makes social media visible, searchable, linkable, relevant

35. Metadata is the building block of social media within SharePointManaging MetadataCENTRALIZEDDECENTRALIZEDSite architecture is centrally controlledMetadata is always applied to contentSite Columns and Content Types are created at site collection rootLists get “bundles” of columnsPROSImproves consistencyReduces metadata duplication Easy to updateEasy to support and train onAllows document-level DIP, Workflow, Information Policies, and document templatesCONSRequires planningRequires upfront workHard to manage across site collections and portalsSite architecture is ad-hocMetadata may not be applied to contentColumns are created on listsColumns are combined in an ad-hoc basis on each listPROSRequires no planningRequires little upfront effortWorks across site collections and portalsCONSDecreases consistencyIncreases metadata duplicationHard to updateHard to support and train onOnly allows list-level Workflow, Information Policies and document templatesDifficult to reverse

36. Common MigrainesAd-hoc content migration leads to junk in portal

37. Legacy content gets migrated slowly, if at all

38. Inconsistent taxonomy across farms and site collections