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SharePoint Taxonomy
Introduction
What is Metadata?
Metadata is information that describes, classifies or identifies a piece of
information. Metadata is typ...
This is Metadata…
This is Metadata…
This is Metadata…
Governance/Standards/NameVersionStandard_v01_20090416.doc
Advanced Metadata – Synonyms
Blue = Bleu = Blau =
Each of these terms point to the same concept…
Advanced Metadata - Hierarchies
United States
Colorado Denver
New York Albany
Canada
Ontario
Toronto
Barrie
Alberta Calgary
What is a Taxonomy?
The science dealing with the
description, identification, naming,
and classification of organisms.
A c...
Why is Metadata Important?
Identification of unique records
Aggregating content based on common attributes or types
Search...
Taxonomy Tools in SharePoint…Which Ones Do We Use?
Content Types
Site Hierarchy
Security
Term Trees
Collaboration
Folksono...
Content Types
• Reusable collection of settings that you want to apply to a certain category of content
• Content types ar...
Site Columns
• Can be added to Lists, Document Libraries or Content Types
• Site columns scoped to a site and then availab...
Managed Metadata
• Collections of centrally managed terms (term sets)
• Shared across site collections and web application...
Document Lifecycle
Create Review Revise Publish
Update
Delete
Declare
as
Record
Dispose
Archive
Thanks!
Christopher Woodill
cwoodill@hotmail.com
@microsofttrend
www.microsofttrends.com
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SharePoint Taxonomy Introduction

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Introduction to SharePoint taxonomy concepts such as content types, metadata, site columns, managed metadata, etc.

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SharePoint Taxonomy Introduction

  1. 1. SharePoint Taxonomy Introduction
  2. 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. 3. This is Metadata…
  4. 4. This is Metadata…
  5. 5. This is Metadata… Governance/Standards/NameVersionStandard_v01_20090416.doc
  6. 6. Advanced Metadata – Synonyms Blue = Bleu = Blau = Each of these terms point to the same concept…
  7. 7. Advanced Metadata - Hierarchies United States Colorado Denver New York Albany Canada Ontario Toronto Barrie Alberta Calgary
  8. 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. 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. 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. 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. 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. 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. 14. Document Lifecycle Create Review Revise Publish Update Delete Declare as Record Dispose Archive
  15. 15. Thanks! Christopher Woodill cwoodill@hotmail.com @microsofttrend www.microsofttrends.com

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