spsbe2012 patrick sledz_metadataexplained

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You have heard of metadata and taxonomy but don’t really understand what it is or what the benefits are? Or you have a hard time explaining metadata to your end-users?When you have to define your site information architecture, you need to know some important things before you start.This session will explain what metadata actually is, what taxonomy is and how it will make your search for information easier by implementing it correctly on your SharePoint site. You will also see some tools and techniques to identify and capture the metadata and how to assign the correct metadata.

TRANSCRIPT

Patrick Sledz

Metadata Explained

#SPSBE

#SPSBE05

About me

Patrick Sledz

Email: Patrick@officeandbusiness.beTwitter: @patman2520Blog: www.officeandbusiness.be

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Agenda• What is metadata

• How can you explain the concept of metadata to users

• The ‘mother of metadata’ : Taxonomy

WHAT IS METADATA?

SHOPPINGLIST• Alsace Riesling wine from the vintager Backert

• Canned Tomatoes (800gr) (cubes)

• Next assigment was MUSIC

According to AmazonProduct Details Audio CD (September 24, 1991)Original Release Date: September 24, 1991Number of Discs: 1Label: Geffen RecordsASIN: B000003TA4

According to iTunes:

According my cleaning lady:

BLUE CD

This is how files where “invented”

How most people look at it

Or sometimes this represents

the “files”

Source: http://en.wikipedia.org/wiki/Apple_Lisa

Source: http://en.wikipedia.org/wiki/File:Apple_Lisa_Office_System_3.1.png

STRUCTURE AND LABELED! GREAT

Findability

FindabilityInformation policy

FindabilityInformation policyProces

TAXONOMY

TAXONOMY

TAXONOMY• (from Greek: τάξις taxis "arrangement" and Greek: νομία nomia "method“

TAXONOMY• (from Greek: τάξις taxis "arrangement" and Greek: νομία nomia "method“

• Oldest profession (arguably)

TAXONOMY• (from Greek: τάξις taxis "arrangement" and Greek: νομία nomia "method“

• Oldest profession (arguably)

• Carolus Linnaeus (1707-78).

Animals

Invertebrates Vertebrates

Mammels Fish

Bony fish

Ray finned fish

perch-like

Damselfish

Hypsypops

H. rubicundus

Amphibians Reptiles Birds

Animals

Invertebrates Vertebrates

Mammels Fish

Bony fish

Ray finned fish

perch-like

Damselfish

Hypsypops

H. rubicundus

Amphibians Reptiles Birds

Kingdom

Class

Animals

Invertebrates Vertebrates

Mammels Fish

Bony fish

Ray finned fish

perch-like

Damselfish

Hypsypops

H. rubicundus

Amphibians Reptiles Birds

Kingdom

Class

Order

Animals

Invertebrates Vertebrates

Mammels Fish

Bony fish

Ray finned fish

perch-like

Damselfish

Hypsypops

H. rubicundus

Amphibians Reptiles Birds

Kingdom

Class

Order

Family

Animals

Invertebrates Vertebrates

Mammels Fish

Bony fish

Ray finned fish

perch-like

Damselfish

Hypsypops

H. rubicundus

Amphibians Reptiles Birds

Kingdom

Class

Order

Family

Genus

Animals

Invertebrates Vertebrates

Mammels Fish

Bony fish

Ray finned fish

perch-like

Damselfish

Hypsypops

H. rubicundus

Amphibians Reptiles Birds

Kingdom

Class

Order

Family

Genus

Species

HYPSYPOPS RUBICUNDUS

As we’ve already seen: This always works out great

Shared Drive Zoo X:

Production Sales & Marketing

Marketing

Commercial Industrial Government Healthcare

Doctors Labs Hospitals

Private Public

Large

Urban

Not Associated University

Rural

Medium Small

Clinics Mobile

Sales Web Design Newsletter Social

Shared Drive Zoo X:

Production Sales & Marketing

Marketing

Major Hospitals Commercial Industrial Government Healthcare

Labs Hospitals

Private Public

Large

Urban

Not Associated University

Rural

Medium Small

Clinics Mobile Colleges

Big Small

Sales Web Design Newsletter Social

MANAGED METADATA

FOLDERS

FOLDERS ARE GOOD

FOLDERS ARE EVIL

FOLDERS ARE OK TO USE WHEN

Security Alerts

User adoption

BUT IN SP2010• Documents can get metadata based on the folder they are stored. (Location Based

Metadata)

• There is a content organizer (using the Drop off folder)

• Document sets

GOOD

OR

BAD

Make the distinction

CONTRIBUTORS

CONSUMERS (READERS)

CONTRIBUTORS

• Easy to browse to a folder to upload content• Use “Column Default Value settings”

CONSUMERS (READERS)• Use views

• Show items with metadata based views

• Don’t show folders

TANGIBLE

SUMMARY• Do you understand Metadata better?

• Wil you be able to explain these concepts and benifits to users and stakeholders?

CREDITS• Ruven Gotz: http://spinsiders.com/ruveng/

• http://www.flickr.com/photos/kawa0711

• http://www.flickr.com/photos/chiperoni

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