SharePoint Taxonomy Introduction By QuontraSolutions

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SharePoint Taxonomy Introduction
By
QuontraSolutions

• Email info_at_quontrasolutions.com
• Call 404-900-9988
• WebSite www.quontrasolutions.com

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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_20090
416.doc
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Advanced Metadata Synonyms
Each of these terms point to the same concept
Blue Bleu Blau
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Advanced Metadata - Hierarchies
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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.

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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

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

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Document Lifecycle
Update
Declare as Record
Dispose
Create
Review
Revise
Publish
Archive
Delete
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Thank you!