sla.org/vancouver2014 #sla2014 beyond borders1 teach me! sharepoint, metadata and taxonomy lessons...
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Teach Me! SharePoint, Metadata and Taxonomy Lessons
from Experience
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• Please fill out a survey about the session at the end of the session
• #slataxo and #sla2014 on twitter
• Big thanks to the speakers!Mike Doane
Jeff CarrAnne Rogers
Housekeeping
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Taxonomy in SharePoint 2013 Five Key Takeaways for
Jumpstarting Your Taxonomy
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1. Get Executive Support (in writing)2. Get Governance (start small)3. Build a Taxonomist (or rent one)4. Avoid IT (they’re not all bad, but…)5. Do it daily (like taking a vitamin)
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1. Get Executive Support (in writing)
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2. Get Governance (start small)
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3. Build a Taxonomist (or rent one)
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4. Avoid IT (they’re not all bad, but…)
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5. Do it daily (like taking a vitamin)
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Taxonomy Development and Application for SharePoint
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Senior Manager, Search & FindabilityEarley & [email protected]
Advisor & Guest LecturerColumbia UniversityMaster of Science ProgramInformation & Knowledge [email protected]
Twitter @siftonparkLinkedIn http://ca.linkedin.com/in/siftonpark/
Jeff Carr
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• General Purpose: Directories of subject oriented taxonomies available for purchase. • Taxonomy Warehouse (e.g. common procurement
vocabulary, health and ageing thesaurus). • WAND Taxonomies (e.g. oil and gas taxonomy, scientific
and technical equipment taxonomy). • Specialized Vocabularies: • Construction Specifications Institute (CSI Masterformat).• Medical Subject Headings (MeSH).• North American Industry Classification System (NAICS).• Thesaurus for Graphic Materials. • Sears List of Subject Headings. • City of Toronto Subject Thesaurus.
Buy or License
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• Look internally to identify principles currently being used.
• Document lists of terms that exist in various systems: • Analyze folder structures in file shares (naming,
hierarchies).• Review navigational structures used on websites like
intranets, extranets, internets.• Locate lookup lists in forms and other metadata. • Review top search queries.
• Research and analyze competitors and/or similar products and services.
Build or Construct
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Estimating
Term Derivation
SME Focus Groups Scenario: Write down a list of all activities you think are relevant to a project, one term or phrase per post-it.
“Project Activity” was identified as an important metadata attribute during our content analysis.
Automated Term Extraction• Extraction of individual terms and
phrases from within a corpus of content based on usage
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Term Store Management
Taxonomy API
Term Set Import CSV
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Taxonomy ApplicationLocation-Based Defaults
Entity Extraction
Title Author Created Modified Type Companies
Overview of SharePoint 2013 Preview Installation and Configuration
Alex Yarrow
06/21/2012
10/16/2012
docx MicrosoftAppleGoogle
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Using a SharePoint 2013 Term Store for Expertise Location.
Cargill provides food, agriculture, financial and industrial products and services to the world. Together with farmers, customers, governments and communities, we help
people thrive by applying our insights and nearly 150 years of experience. We have
143,000 employees in 67 countries who are committed to feeding the world in a
responsible way, reducing environmental impact and improving the communities
where we live and work.
Food
Agriculture
Financial
143,000 EmployeesIndustrial
67 C
ount
ries
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SharePoint 2013 Search Project
New Corporate People Profiles
InfoCenter Seat at the Table
Seize the Day
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Our Approach
Start with a Basic Taxonomy for Launch
Allow User Entered Terms
Continually Disambiguate Terms and Build Hierarchies
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What we Learned
Pay attention to past experience
Constant vigilance
Create as robust a taxonomy as you can afford to start
Cultivate subject matter experts
Spend time on communication
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An Ongoing Journey
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Questions?(thank you!)
Mike DoanePrincipal ConsultantTerm Management, [email protected]
Jeff CarrSenior Manager,Search & FindabilityEarley & [email protected](780) 952-9808
Anne RogersDirector of Research and Knowledge [email protected]