SharePoint Taxonomy 101

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What Goes Where?Sharepoint, Taxonomies
Metadata
Matt Moore Innotecture
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Taxonomies
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Orange BlossomTraminer RieslingSouth
Australia20088.10
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• 000 Computer science, information general
  works
• 100 Philosophy and psychology
• 200 Religion
• 300 Social sciences
• 500 Science
• 600 Technology
• 700 Arts and recreation
• 800 Literature
• 900 History, geography, and biography

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• 000 Computer science, information general
  works
• 100 Philosophy and psychology
• 200 Religion
• 300 Social sciences
• 500 Science
• 600 Technology
• 700 Arts and recreation
• 800 Literature
• 900 History, geography, and biography
• 930 History of ancient world
• 940 General history of Europe
• 950 General history of Asia Far East
• 960 General history of Africa
• 970 General history of North America
• 980 General history of South America
• 990 General history of other areas

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• 000 Computer science, information general
  works
• 100 Philosophy and psychology
• 200 Religion
• 300 Social sciences
• 500 Science
• 600 Technology
• 700 Arts and recreation
• 800 Literature
• 900 History, geography, and biography
• 930 History of ancient world
• 940 General history of Europe
• 950 General history of Asia Far East
• 960 General history of Africa
• 970 General history of North America
• 980 General history of South America
• 990 General history of other areas
• 993 General history of other areas New Zealand
• 994 General history of other areas Australia
• 995 General history of other areas Melanesia
  New Guinea

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http//www.epicurious.com
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Orange BlossomTraminer RieslingSouth
Australia20088.10
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Who needs taxonomies anyway, weve got search!
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Using Taxonomies
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http//www.flickr.com/photos/raster/3380860520/
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http//www.flickr.com/photos/raster/3380860520/ ht
tp//www.flickr.com/photos/brewbooks/3315685906/
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http//www.flickr.com/photos/raster/3380860520/ ht
tp//www.flickr.com/photos/brewbooks/3315685906/ h
ttp//www.flickr.com/photos/ntr23/730371240/
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1. Building

• Buy off the shelf externally (and tweak it a
  bit)?
• Machine analysis
• Existing organisational vocabularies data
  models
• Input from users (workshops, tagging)?
• This will be an ongoing process.

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2. Applying

• Auto-categorisation
• User-based tagging (either free or based on
  taxonomy)?
• Expert tagging and/or editing in workflow
• It all depends on scale risk.

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3. Consuming

• Users like pictures (maps, trees, tags clouds)?
• Linked to other apps (e.g. Search) or via
  workflow
• Taxonomies should not be run for experts!

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Common categories

• Process
• Location
• Product/Service
• Customer
• Role/Position
• Project
• Department
• etc

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Some words of warning

• Names are political who gets the choose the
  words is important.
• Taxonomies should reflect reality - do not
  attempt to enforce a non-existent unity.
• Is this field really necessary? - beware
  taxonomic overstretch.
• Taxonomies should help not hinder.

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Enter Sharepoint
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Folders or Metadata?
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The Metadata Trio

• Content Types
• built from
• Site Columns
• that reference
• Lists

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Some issues
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Flat

• Relationships between terms within multiple lists
  not well comprehended.
• This is OK for facets.
• Not so good for hierarchies.

http//www.flickr.com/photos/bricolage108/43898418
1/
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Islands

• Difficult to manage metadata across multiple
  sites.
• Lists Site Columns can end up sitting at
  different positions in the site hierarchy.

http//www.flickr.com/photos/garibaldi/209338463/
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Simple

• Doesnt do all the fancy automated analysis
  categorisation stuff

http//www.flickr.com/photos/foot-slogger/14056657
72/
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Third-Party Vendors
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Complexity / Cost
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Handy Resources
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TaxoCop http//finance.groups.yahoo.com/group/Tax
oCoP/ Earley Associates http//www.earley.com/
Mark Schneider http//www.sharepointplan.com/ Mon
tague Institute http//www.montague.com/
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Questions?

• Is the patchiness of Sharepoint's
  taxonomy/metadata functionality really a problem?
  And if so...
• Will 2010 be better?
• What experiences do you have of third-party
  products?
• What workarounds are you using?