sharepoint taxonomy introduction

SharePoint TaxonomyIntroduction

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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.

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This is Metadata…

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This is Metadata…

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This is Metadata…

Governance/Standards/NameVersionStandard_v01_20090416.doc

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Advanced Metadata – Synonyms

Blue = Bleu = Blau =

Each of these terms point to the same concept…

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Advanced Metadata - Hierarchies

United States

Colorado Denver

New York Albany

Canada

OntarioToronto

Barrie

Alberta Calgary

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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

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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

Taxonomy Tools in SharePoint…Which Ones Do We Use?

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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 Managemen

t

Classification

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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

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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

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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

Document Lifecycle

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Create Review Revise Publish

Update

Delete

Declare as

RecordDispose

Archive

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Thanks! Christopher Woodill

cwoodill@hotmail.com

@microsofttrend

www.microsofttrends.com