1. SharePoint Taxonomy
Introduction

2. What is Metadata?
Metadata is information that describes, classifies or identifies a piece of
information. Metadata is typically described as a set of attributes that help to
describe or classify an object.

3. This is Metadata…

4. This is Metadata…

5. This is Metadata…
Governance/Standards/NameVersionStandard_v01_20090416.doc

6. Advanced Metadata – Synonyms
Blue = Bleu = Blau =
Each of these terms point to the same concept…

7. Advanced Metadata - Hierarchies
United States
Colorado Denver
New York Albany
Canada
Ontario
Toronto
Barrie
Alberta Calgary

8. What is a Taxonomy?
The science dealing with the
description, identification, naming,
and classification of organisms.
A classification into ordered
categories.
Kingdom
Phylum
Class
Order
Family
Genus
Species

9. Why is Metadata Important?
Identification of unique records
Aggregating content based on common attributes or types
Search indexes metadata
Filtered views
Browse
Security and permissions
Workflow and Document Lifecycle

10. Taxonomy Tools in SharePoint…Which Ones Do We Use?
Content Types
Site Hierarchy
Security
Term Trees
Collaboration
Folksonomy /
Social
Search
Publishing
Social /
Personal
Site Templates
Site Collections
Structure
Consumption
Views
Browse
Taxonomy Lifecycle
Records
Management
Classification

11. Content Types
• Reusable collection of settings that you want to apply to a certain category of content
• Content types are “inherited”
• Content type defines:
• Metadata
• New, edit and display forms
• Workflows
• Document template
• Content types are scoped to a site and then available to sub-sites and child lists
• Updating content types push changes down to the children
• Content types drive information management policies for retention and document routing
• Content types live in Site Collections but can be syndicated

12. Site Columns
• Can be added to Lists, Document Libraries or Content Types
• Site columns scoped to a site and then available to sub-sites and child lists
• Site Column type can be Managed Metadata

13. Managed Metadata
• Collections of centrally managed terms (term sets)
• Shared across site collections and web applications
• Terms Sets are:
• Hierarchical sets of terms
• Local to Site Collection or global
• Open (users can add terms) or Closed (users cannot add terms)
• Terms support synonyms
• Enterprise keywords used for folksonomy

14. Document Lifecycle
Create Review Revise Publish
Update
Delete
Declare
as
Record
Dispose
Archive

15. Thanks!
Christopher Woodill
cwoodill@hotmail.com
@microsofttrend
www.microsofttrends.com