An overview of the benefits of using both taxonomies and metadata to make your information easier to search. Presentation by Alice Redmond-Neal of Access Innovations, Inc.
Organizing Knowledge: A Knowledge Manager’s Primer to Taxonomy DevelopmentArt Schlussel
Organizing Knowledge - A Knowledge Manager’s Primer to Taxonomy Development
Attribution: Thanks to Patrick Lambe, author, Organising Knowledge: Taxonomies,
Knowledge and Organizational Effectiveness, Chandos Publishing 2007 for much of the content in this presentation.
Enterprise Knowledge - Taxonomy Design Best Practices and MethodologyEnterprise Knowledge
This presentation, origninally presented at the Knowledge Management Institute's KM Symposium on March 27, 2014, addresses the concepts of business taxonomy value, taxonomy design methodology, and taxonomy design best practices. It is intended as an introductory deck for anyone seeking guidance on taxonomy design efforts.
An overview of the benefits of using both taxonomies and metadata to make your information easier to search. Presentation by Alice Redmond-Neal of Access Innovations, Inc.
Organizing Knowledge: A Knowledge Manager’s Primer to Taxonomy DevelopmentArt Schlussel
Organizing Knowledge - A Knowledge Manager’s Primer to Taxonomy Development
Attribution: Thanks to Patrick Lambe, author, Organising Knowledge: Taxonomies,
Knowledge and Organizational Effectiveness, Chandos Publishing 2007 for much of the content in this presentation.
Enterprise Knowledge - Taxonomy Design Best Practices and MethodologyEnterprise Knowledge
This presentation, origninally presented at the Knowledge Management Institute's KM Symposium on March 27, 2014, addresses the concepts of business taxonomy value, taxonomy design methodology, and taxonomy design best practices. It is intended as an introductory deck for anyone seeking guidance on taxonomy design efforts.
Taxonomies are essential to making the web "go". Information architects and content strategists can use and promote taxonomy within their organizations to increase findability and usability of a website. Learn more about taxonomies and see some great examples.
An all-day version of Access Innovations' Taxonomy Fundamentals workshop, presented by Marjorie M.K. Hlava and Bob Kasenchak at the 2014 Special Libraries Association (SLA) annual meeting in Vancouver, British Columbia on June 7, 2014.
The importance of capturing metadata has been a topic of many webinars, teleconferences, and white papers over the last several years. There’s has also been an increasing emphasis on “building metadata repositories”.
a brief overview and introduction to metadata from how it is used on the web (including seo and tagging) to its use in Flickr and library catalogs by robin fay, georgiawebgurl@gmail.com.
Semantics in Financial Services -David NewmanPeter Berger
David Newman serves as a Senior Architect in the Enterprise Architecture group at Wells Fargo Bank. He has been following semantic technology for the last 3 years; and has developed several business ontologies. He has been instrumental in thought leadership at Wells Fargo on the application of Semantic Technology and is a representative of the Financial Services Technology Consortium (FSTC)on the W3C SPARQL Working Group.
Good metadata is critical to helping people find information. Metadata can be used to enhance search tools, drive navigation and relate documents to one another. Unfortunately, manually adding metadata to content is cumbersome for small batches of content and impractical or impossible for large content sets.
Enterprise Knowledge understands the difficulty and importance of maintaining metadata. In this session, we will share 6 different ways to simplify and/or automate metadata management even on extremely large content sets. We will share the tools and techniques we have used with our clients to make metadata management possible and provide real world examples as to how these techniques can be applied to your content.
Although of the semantic web technologies utilization in the learning development field is a new research area, some authors have already proposed their idea of how an effective that operate. Specifically, from analysis of the literature in the field, we have identified three different types of existing applications that actually employ these technologies to support learning. These applications aim at: Enhancing the learning objects reusability by linking them to an ontological description of the domain, or, more generally, describe relevant dimension of the learning process in an ontology, then; providing a comprehensive authoring system to retrieve and organize web material into a learning course, and constructing advanced strategies to present annotated resources to the user, in the form of browsing facilities, narrative generation and final rendering of a course. On difference with the approaches cited above, here we propose an approach that is modeled on narrative studies and on their transposition in the digital world. In the rest of the paper, we present the theoretical basis that inspires this approach, and show some examples that are guiding our implementation and testing of these ideas within e-learning. By emerging the idea of the ontologies are recognized as the most important component in achieving semantic interoperability of e-learning resources. The benefits of their use have already been recognized in the learning technology community. In order to better define different aspects of ontology applications in e-learning, researchers have given several classifications of ontologies. We refer to a general one given in that differentiates between three dimensions ontologies can describe: content, context, and structure. Most of the present research has been dedicated to the first group of ontologies. A well-known example of such an ontology is based on the ACM Computer Classification System (ACM CCS) and defined by Resource Description Framework Schema (RDFS). It’s used in the MOODLE to classify learning objects with a goal to improve searching. The chapter will cover the terms of the semantic web and e-learning systems design and management in e-learning (MOODLE) and some of studies depend on e-learning and semantic web, thus the tools will be used in this paper, and lastly we shall discuss the expected contribution. The special attention will be putted on the above topics.
Advanced Taxonomy for Content StrategistsDawn Bovasso
Includes a taxonomy refresher, how to create and build a taxonomy, and how to get it into your content management system (particularly Adobe Experience Manager).
Why does your organization need IOA trained professionals? What are the AIIM IOA certificate courses like? These questions and more are answered in this one hour presentation.
Applying Digital Library Metadata StandardsJenn Riley
Riley, Jenn. "Applying Digital Library Metadata Standards." Presentation sponsored by the Private Academic Library Network of Indiana (PALNI), May 9, 2006.
Taxonomies are essential to making the web "go". Information architects and content strategists can use and promote taxonomy within their organizations to increase findability and usability of a website. Learn more about taxonomies and see some great examples.
An all-day version of Access Innovations' Taxonomy Fundamentals workshop, presented by Marjorie M.K. Hlava and Bob Kasenchak at the 2014 Special Libraries Association (SLA) annual meeting in Vancouver, British Columbia on June 7, 2014.
The importance of capturing metadata has been a topic of many webinars, teleconferences, and white papers over the last several years. There’s has also been an increasing emphasis on “building metadata repositories”.
a brief overview and introduction to metadata from how it is used on the web (including seo and tagging) to its use in Flickr and library catalogs by robin fay, georgiawebgurl@gmail.com.
Semantics in Financial Services -David NewmanPeter Berger
David Newman serves as a Senior Architect in the Enterprise Architecture group at Wells Fargo Bank. He has been following semantic technology for the last 3 years; and has developed several business ontologies. He has been instrumental in thought leadership at Wells Fargo on the application of Semantic Technology and is a representative of the Financial Services Technology Consortium (FSTC)on the W3C SPARQL Working Group.
Good metadata is critical to helping people find information. Metadata can be used to enhance search tools, drive navigation and relate documents to one another. Unfortunately, manually adding metadata to content is cumbersome for small batches of content and impractical or impossible for large content sets.
Enterprise Knowledge understands the difficulty and importance of maintaining metadata. In this session, we will share 6 different ways to simplify and/or automate metadata management even on extremely large content sets. We will share the tools and techniques we have used with our clients to make metadata management possible and provide real world examples as to how these techniques can be applied to your content.
Although of the semantic web technologies utilization in the learning development field is a new research area, some authors have already proposed their idea of how an effective that operate. Specifically, from analysis of the literature in the field, we have identified three different types of existing applications that actually employ these technologies to support learning. These applications aim at: Enhancing the learning objects reusability by linking them to an ontological description of the domain, or, more generally, describe relevant dimension of the learning process in an ontology, then; providing a comprehensive authoring system to retrieve and organize web material into a learning course, and constructing advanced strategies to present annotated resources to the user, in the form of browsing facilities, narrative generation and final rendering of a course. On difference with the approaches cited above, here we propose an approach that is modeled on narrative studies and on their transposition in the digital world. In the rest of the paper, we present the theoretical basis that inspires this approach, and show some examples that are guiding our implementation and testing of these ideas within e-learning. By emerging the idea of the ontologies are recognized as the most important component in achieving semantic interoperability of e-learning resources. The benefits of their use have already been recognized in the learning technology community. In order to better define different aspects of ontology applications in e-learning, researchers have given several classifications of ontologies. We refer to a general one given in that differentiates between three dimensions ontologies can describe: content, context, and structure. Most of the present research has been dedicated to the first group of ontologies. A well-known example of such an ontology is based on the ACM Computer Classification System (ACM CCS) and defined by Resource Description Framework Schema (RDFS). It’s used in the MOODLE to classify learning objects with a goal to improve searching. The chapter will cover the terms of the semantic web and e-learning systems design and management in e-learning (MOODLE) and some of studies depend on e-learning and semantic web, thus the tools will be used in this paper, and lastly we shall discuss the expected contribution. The special attention will be putted on the above topics.
Advanced Taxonomy for Content StrategistsDawn Bovasso
Includes a taxonomy refresher, how to create and build a taxonomy, and how to get it into your content management system (particularly Adobe Experience Manager).
Why does your organization need IOA trained professionals? What are the AIIM IOA certificate courses like? These questions and more are answered in this one hour presentation.
Applying Digital Library Metadata StandardsJenn Riley
Riley, Jenn. "Applying Digital Library Metadata Standards." Presentation sponsored by the Private Academic Library Network of Indiana (PALNI), May 9, 2006.
This presentation makes the link between a concept developed in the Harvard Business Review around data-driven decision making and real Deployments Factory achievements. It's focused on Project Management but is also valid for other management domains.
It was presented on the 11th of december 2012 at a ULB master in Management course whose teacher is Antonio Nieto Rodriguez.
Focus is on understanding Information Professionals and how they connect with solution providers.
This was presented at the Document Management Solution Providers Executive Forum (http://www.aiim.org/dmspef).
This presentation addresses how some of the challenges that have historically confronted implementers of markup technologies (SGML and XML) and how DITA, together with some of the usability innovations associated with Web 2.0, can be used to address them. Presented at Content Convergence and Integration in Vancouver (12 March 2008).
Karya develops mobile application services that fits the unique needs of your business. Our Mobile Application Services helps the users to better utilize the power of Mobile Technology.
Describes what Enterprise Data Architecture in a Software Development Organization should cover and does that by listing over 200 data architecture related deliverables an Enterprise Data Architect should remember to evangelize.
The Central Role of Business Analysis in EAGraham McLeod
An inaugural talk to the International Institute of Business Analysts (SA). Discusses relationship between BA and EA and how important the BA role is in this context.
Intellinet is a professional, IT services firm dedicated to helping executives succeed in maximizing the business value of IT. As trusted advisors since 1993, Intellinet has been providing clients with exceptional Microsoft technology solutions. Driven by the motto Promises Kept®, Intellinet keeps its promises to clients and strives to earn complete client satisfaction and loyalty.
Credera is a proud sponsor of SharePoint Fest Denver 2012.
One of the featured speakers is Jesus Salazar, a Principal with Credera and member of Microsoft’s SharePoint Development Advisory Council, who will present on Information Architecture: From Small Businesses to Global Enterprises.
We describe how we combine sales efficiency tools and technics with BI, CRM, ECM and Cloud technologies as well as workflows and BPM, in order to maxime the sales efficiency and the marketing effectiveness.
2. Welcome
John Challis
Jill Hannemann
CEO and CTO Principal Consultant
johnc@conceptsearching.com jhannemann@ppc.com
Don Miller
VP Product Development
donm@conceptsearching.com
2
Session 1: Business Taxonomy and Metadata Design
3. About Concept Searching
Company founded in 2002
Product launched in 2003
Focus on management of structured and unstructured information
Technology
Delivered as a web service
Automatic concept identification, content tagging, auto-classification,
taxonomy management
Only statistical vendor that can extract conceptual metadata
2009 and 2010 „100 Companies that Matter in KM‟ (KM World Magazine)
and Trend Setting product of 2009 and 2010
Authority to Operate Enterprise wide USAF and Enterprise wide
NETCON US Army
Locations: US, UK, & South Africa
Client base: Fortune 500/1000 organizations
Managed Partner under Microsoft global ISV Program - “go to partner”
for Microsoft for auto-classification and taxonomy management
Microsoft Enterprise Search ISV , FAST Partner
Product Suite: conceptSearch, conceptTaxonomyManager, conceptClassifier,
conceptClassifier for SharePoint, contentTypeUpdater for SharePoint
3
Session 1: Business Taxonomy and Metadata Design
4. About PPC
1,000-person
Energy/Environment multi-disciplinary team of scientific
Green strategies for government and technical experts
and industry: Scientific subject matter experts
Air quality and climate change
Systems engineers and architects
Greenhouse gas reduction
Policy and regulatory specialists
Carbon management
Project management professionals
Environmental risk mitigation
Certified Information technology experts
Environmental impacts of transport
Security professionals
Information and data management
Solutions Development and
Infrastructure
Design, build, and manage Strategy
innovative IT infrastructure Technology solutions for
that provides reliability and improved data and information
performance for public and management, streamlined
private sectors business processes, and
accomplishment of government
and commercial missions
4
Session 1: Business Taxonomy and Metadata Design
5. Session 1: Business Taxonomy and Metadata Design
Jill Hannemann
Principal Consultant
jhannemann@ppc.com
6. Agenda
Taxonomy and Metadata
1. Definitions
2. Benefits
3. Design
6
Session 1: Business Taxonomy and Metadata Design
7. 1. Definitions
7
Session 1: Business Taxonomy and Metadata Design
8. Taxonomy and Metadata
Metadata
1. Data about data
Taxonomy
1. The classification of organisms in an ordered system that indicates
natural relationships
2. The science, laws, or principles of classification; systematics
3. Division into ordered groups, categories, or hierarchies
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Session 1: Business Taxonomy and Metadata Design
9. Taxonomy and Metadata
Taxonomy and Metadata
• Primary tools to provide structure to
unstructured information
• Depending on system design and use, may
be front-end or back-end functionality
• Taxonomy (categorization) is often actualized
by applying metadata to documents
• Enable Findability
Metadata
9
Session 1: Business Taxonomy and Metadata Design
10. Taxonomy and Metadata
Metadata Values (As Taxonomy)
Audience
Internal
Executives
Managers
External Topics
Suppliers Employee Services
Customers Compensation
Metadata Partners Retirement
Title Insurance
Author Further Education
Department Support Services
Audience Infrastructure
Topic Supplies
Products and Services
Finance and Budget
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Session 1: Business Taxonomy and Metadata Design
11. Business Taxonomies
• Tend to be less rigid and constrained
• Influenced by usability concerns
– Minimize number of “clicks”
• Often content-driven
– Ensure balanced content distribution
• Allow flexibility, redundancy
– Items may be organized into multiple categories
– May support multiple taxonomies for disparate
audiences
• May use one or more different
categorization approaches
11
Session 1: Business Taxonomy and Metadata Design
12. Controlled Vocabulary
• A pre-selected list of words or Product Taxonomy
phrases used to tag information Sports & Recreation
Home Entertainment
• Promotes easy retrieval through Personal Use
Yard & Garden
web browsing or searching Home Maintenance
• Can be used in taxonomies Home Furnishings & Fixtures
Bathroom Fixtures
• Leverage controlled vocabularies Beds, Mattresses, Pillows
Carpets, Rugs
to improve tagging consistency Chairs, Sofas, Sofa Beds
across lists and libraries in Desks, Cabinets, Shelves
Ladders, Stools
SharePoint Holiday, Party Supplies
Electric Fixture
Lamps
Heating, Cooling, Ventilation
Household Container
12
Session 1: Business Taxonomy and Metadata Design
13. 2. Benefits
13
Session 1: Business Taxonomy and Metadata Design
14. Front-end Visibility
• Traditionally, taxonomies are used as values to
populate one or many metadata fields
– Back-end visibility
– Used for integration and classification
• Business Taxonomies are typically front end
“folder” structures
– Front-end accessibility
– Used for navigation as well as integration and
classification
14
Session 1: Business Taxonomy and Metadata Design
15. Usability and Simplicity
• What you lose with a Business Taxonomy
– Absolute granularity
– Ultimate classification
• What you gain
– Usability
– Simplicity
15
Session 1: Business Taxonomy and Metadata Design
16. Consistency
• Metadata facets/term sets in SharePoint:
– Can be used across several lists and libraries
– Search can be driven by facet terms
– Content can be tagged with commonly used terms
16
17. How Taxonomy Impacts SharePoint
• Information Architecture
• Core Navigation
– Site Structure
• Sites, pages, lists, and libraries
– Tree view and breadcrumb trail
• Managed Metadata Service
– Hierarchical term sets
• Supporting Metadata Uses
– Content Types
– Site Directory (by Metadata)
– Columns
– Content Targeting
17
Session 1: Business Taxonomy and Metadata Design
18. Faceted Browsing and Searching
Find computers by category,
weight, screen size, etc.
Session 1: Business Taxonomy and Metadata Design
19. How Metadata Impacts Search
• Implementation of Faceted Search capabilities takes metadata fields and
enables users to browse for information by a specific metadata value.
By Document Type
Brochures (3)
Forms (3)
Policies (5)
Presentations (10)
More…
Faceted By KM Topic
Content Management (4)
Governance (15)
Search Search (2)
Usability (5)
More…
19
Session 1: Business Taxonomy and Metadata Design
20. 3. Design
20
Session 1: Business Taxonomy and Metadata Design
21. Taxonomy Building
Manual/Top-down Automated/Bottom-up
• Work with librarians and functionally- or • Identify overall ontology and major content
subject-based individuals or Focus Groups collections
• Identify overall ontology and major • Analyze content collections using automated
categories of information textual analysis tools
• Subdivide categories as necessary to build • Reveal major and minor topics of information;
taxonomy build taxonomy based on the relationship of these
• Individual-driven; may entrench obsolete or topics
arbitrary categories • Content-driven; may reveal new associations of
information
Health Education Finance
HR News Finance
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Session 1: Business Taxonomy and Metadata Design
22. Categorization Schemas
Method Definition Examples
Information categorized into multiple taxonomies or Wines by region
Hardest
“stackonomies” based on unique but pervasive characteristics France > Alsace
Facet-based including topic, function, etc. Wines by type
White > Chardonnay
Wines by price
Information categorized by subject or topic. Water pollution, soil pollution,
Instantive - each child category is an instance of the parent air pollution, etc.
Subject-oriented category
Partitive - each child category is a part of the parent category
Information categorized by the process to which it relates Employment, staffing, training
Functional
Easiest
Information categorized by corporate departments or business Human Resources, Marketing,
Organizational entities Accounting, Research…
Information categorized by the type of document Presentations, expense reports,
Document Type
press releases, etc.
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Session 1: Business Taxonomy and Metadata Design
23. Search
• Users can easily search documents or list items based on taxonomy and
metadata fields
Document Type Metadata Field = KM Topics
Budget Strategic Planning and Analysis
Marketing Material Governance
Policy Taxonomy and Metadata
Presentation Content Management
Publication Knowledge Continuity
Regulation Portal Strategy and Development
Report Search
Quarterly Usability
Annual
Template Filtered
Content
Presentation about Governance
Quarterly Report about Usability
Template for Portal Strategy
23
Session 1: Business Taxonomy and Metadata Design
24. Risks and Challenges
• Lack of Understanding
– The primary concepts of taxonomy and metadata are misunderstood
• Complexity
– Too deep and too wide; too much jargon
– Too detailed
• Lack of Compliance
– Many users will not provide effective metadata
• Resistance to Change
– Users fear losing control of their content
• Delay and Avoidance
– Content is difficult to find; too many documents and folders
24
Session 1: Business Taxonomy and Metadata Design
25. Best Practices
• Define your Use Case
– Understand how and why you will be using taxonomy and metadata
• Keep your Audience in Mind
– Recognize that users may think about and look for information in different
ways
• Define Governance
– Roles, responsibilities, policies, and procedures
• Control Depth and Breadth
– A “flat” taxonomy ensures that users can find information quickly
– A focused taxonomy ensures that users can easily “digest” the scope of
information
• Make a Long-Term Investment
– Taxonomy development is an iterative and on-going effort
25
Session 1: Business Taxonomy and Metadata Design
26. Session 1: Business Taxonomy and Metadata Design
John Challis Don Miller
CEO and CTO VP Product Development
johnc@conceptsearching.com donm@conceptsearching.com
27. What’s Missing in 2010?
Driving business value with metadata
1. Enterprise Managed Metadata Service
and the Term Store
2. Term Store Applications
3. Manual vs. Automated approach to
applying metadata
4. Does a native integration into Term Store
for SharePoint 2010 really matter?
5. Demo
27
Session 1: Business Taxonomy and Metadata Design
28. The Term Store
• The purpose of the Term Store is to store and manage and hold all
of your corporate taxonomies (i.e. Term Sets)
• Term Sets provide guidance to your valuable information and
semantics
• However, Term Sets do more than that—they can be used to drive
records management with purposeful classification (manual
tagging) that is aligned with federal and corporate mandates
28
Session 1: Business Taxonomy and Metadata Design
29. ConceptClassifier for SharePoint 2010
Introducing EMM, the Term Store, and Term Store Management Definitions
conceptClassifier for SharePoint SharePoint 2010 Enterprise
2010 Managed Metadata Service
SharePoint 2010 Farm
Term Store Subscription
Management Service
Auto Classification Content Type Hub
Content Type Term Store Site Collection
Updating (Manual Tagging)
The Term Store is integrated to the Enterprise Managed Metadata (EMM) Service. Records Library
Multiple Term Sets can be used in conjunction with a Content Type.
The EMM allows you to leverage Content Types via the Content Type Hub.
30. Enterprise Managed Metadata
• Enterprise Managed Metadata Services drive the following native
2010 applications:
– Term Store (Taxonomies – Tagging Structure)
– Manual Classification (Corporate tagging)
– Content Type Publishing (Providing structure for tags and content targeting)
– Folksonomies (Personal organization tagging)
– Social Tagging (Leveraging the tagging of the masses)
– Records Management (Aligning tagging with corporate/federal policies)
• The problem is that every application requires an end user to
apply a manual metatag (PHYSICAL COST $) to drive value, which
is not necessarily always going to be accurate.
30
Session 1: Business Taxonomy and Metadata Design
31. A Manual Approach to Apply Metadata Will Fail
A Manual Metadata Approach Will Fail 95%+ of the Time
Issue Organizational Impact
Inconsistent Less than 50% of content is correctly indexed, meta-tagged or efficiently
searchable rendering it unusable to the organization (IDC)
Subjective Highly trained Information Specialists will agree on meta tags between 33% -
50% of the time (C. Cleverdon)
Cumbersome - Expensive Average cost of manually tagging one item runs from $4 - $7 per document
and does not factor in the accuracy of the meta tags nor the repercussions
from mis-tagged content (Hoovers)
Malicious Compliance End users select first value in list (Perspectives on Metadata, Sarah Courier)
No perceived value for end user What’s in it for me? End user creates document, does not see value for
organization nor risks associated with litigation and non conformance to
policies
What have you seen Metadata will continue to be a problem due to inconsistent human behavior
The answer to consistent metadata is an automated approach that can extract the meaning from content
eliminating manual metadata generation, yet still providing the ability to manage knowledge assets in
alignment with the unique corporate knowledge infrastructure.
32. Should I Write My Own Auto Tagging Tool?
conceptClassifier for SharePoint 2010 provides an automated metadata approach for an immediate
ROI and drives business value
Create enterprise automated metadata framework/model
1. Model and
Average return on investment minimum of 38% and runs Validate
as high as 600% (IDC)
Apply consistent meaningful metadata to enterprise content
6. Life Cycle 2. Automate
Incorrect meta tags costs an organization $2,500 per user Management Tagging
per year – in addition potential costs for non-compliance
(IDC)
Guide users to relevant content with taxonomy navigation
Savings of $8,965 per year per user based on an $80K
salary (Chen & Dumais)
5. Records
100% “Recall” of content, 35% Faster access to content Management 3. Findability
“Precision” and PII
Use automatic conceptual metadata generation to improve
Records Management 4. Business
Processes
Eliminate inconsistent end user tagging at $4-$7 per record
(Hoovers)
Improve compliance processes, eliminate potential privacy
exposures
33. Proprietary or Fully Integrated Approach
Advantages: Disadvantages:
• Configuration of the Taxonomy (Term • Polyhierarchies unsupported by the
Sets) using native SharePoint facilities Term Store
• Full Linkage between Taxonomies • Term sets with more than 30,000 terms
(Term Sets) and Managed Metadata unsupported by SharePoint 2010
Properties • Term Stores with more than 1,000,000
• Full integration of “Managed terms unsupported by SharePoint 2010
Metadata Properties” vs. “Creating
Custom Properties” into the Microsoft
SharePoint Search and FAST Search for
SharePoint search refinement panel
• Editing of Taxonomy (Term Sets)
metadata using the native SharePoint
editing facilities
• Reduced risk as Microsoft enhances
the SharePoint 2010 platform
advantage can be immediately taken
of the new functionality
www.conceptsearching.com 33
Session 1: Business Taxonomy and Metadata Design
34. 3. Demo
34
Session 1: Business Taxonomy and Metadata Design
35. Contact
John Challis
Jill Hannemann
CEO and CTO Principal Consultant
johnc@conceptsearching.com jhannemann@ppc.com
Don Miller
VP Product Development
donm@conceptsearching.com
35
Session 1: Business Taxonomy and Metadata Design
36. Upcoming Webinars in the Series
Designing Information Architecture for SharePoint: Making Sense in a World of SharePoint Architecture:
June 29th - 11:30am-12:30pm EST
Initial configuration of SharePoint 2010 information architecture can seem daunting navigating between collections, sites, lists, libraries, and web parts. This session will
discuss how to implement a taxonomy and metadata schema to begin the functional planning of how users will interact with the various elements set up within a
SharePoint environment. We also look at the out of the box functionality around the SharePoint 2010 Term Store and when to use a Third-Party tool such as Concept
Searching’s conceptClassifier for SharePoint to drive value and deliver a superior end user experience.
Leveraging Taxonomy Term Store for SharePoint: Defining a Multi-taxonomy Structure for Content Management:
August 10th - 11:30am-12:30pm EST
This webinar will focus on providing strategy and best practices to designing a taxonomy and metadata schema to work with the Term Store for SharePoint 2010. There
are a number of ways to manage content by leveraging this new service, whether the intent is for social collaboration or rigid categorization. PPC will review the
different strategies you may take to leverage the Term Store effectively and in a manner that suits the business objectives and culture of your organization. We also
review the difference between proprietary taxonomy solutions that replace the term store and those that integrate natively with the term store and why that is
important to both end users and the Enterprise. Concept Searching will demonstrate their Term Store integrated Taxonomy and Auto-Classification solution that
leverage PPC’s strategy and best practices.
SharePoint Governance: Managing Content Sprawl:
September 14th - 11:30am-12:30pm EST
Once deployed within your company, SharePoint's popularity has the potential to become viral. This session will focus on how to apply a governance strategy against
the SharePoint sites and objects, and how best to manage user expectations for leveraging SharePoint within your company. We also look at how using Concept
Searching’s Concept Classifier for SharePoint you might automate much of the process designed to deliver a consistent user experience at retrieval time using
taxonomy and automatic content tagging. Furthermore we explore using the tool to apply your Governance strategy to identify and lock down sensitive information
such as PII from being published on uncontrolled portals.
De-mystifying Content Types: Four Key Content Types to Leverage:
October 19th - 11:30am-12:30pm EST
Content types are a powerful feature of SharePoint 2010 and are largely under-utilized. Learn more about content types, what they can do and how to
implement them across your SharePoint environment. PPC will also share four key content types to implement that span multiple industries.
We also review Concept Searching’s Content Type Updater, an automatic content tagging solution that can apply content types based upon
vocabulary and metadata. The solution, fully integrated with SharePoint 2010 and the Term Store can then workflow specific types of
content based upon policy and guidelines addressing such business issues as preservation and disposition, risk, and Governance.
36
Session 1: Business Taxonomy and Metadata Design