Teach Me! SharePoint, Metadata
and Taxonomy Lessons
from Experience
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Housekeeping
• 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 Carr
Anne Rogers
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Taxonomy in SharePoint 2013
Five Key Takeaways for
Jumpstarting Your Taxonomy
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Mike Doane
Principal Consultant
term-management.com
[email protected]
206-683-8857
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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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Jeff Carr
Senior Manager, Search & Findability
Earley & Associates
[email protected]
Advisor & Guest Lecturer
Columbia University
Master of Science Program
Information & Knowledge Strategy
[email protected]
Twitter @siftonpark
LinkedIn http://ca.linkedin.com/in/siftonpark/
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Buy or License
• 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.
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Build or Construct
•
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.
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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
Term Set Import CSV
Taxonomy API
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Taxonomy Application
Location-Based Defaults
Entity Extraction
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Title
Author
Create
d
Modified
Type
Companies
Overview of SharePoint
2013 Preview Installation
and Configuration
Alex
Yarrow
06/
21/
2012
10/
16/
2012
docx
Microsoft
Apple
Google
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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.
Using a SharePoint 2013 Term Store for
Expertise Location.
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Seize the Day
SharePoint 2013
Search Project
New Corporate
People Profiles
InfoCenter Seat
at the Table
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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
Create as robust a taxonomy
as you can afford to start
Constant vigilance
Cultivate subject matter
experts
Spend time on communication
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An Ongoing Journey
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Questions?
(thank you!)
Mike Doane
Jeff Carr
Anne Rogers
Principal Consultant
Term Management, LLC
[email protected]
term-management.com
206-683-8857
Senior Manager,
Search & Findability
Earley & Associates
[email protected]
(780) 952-9808
Director of Research
and Knowledge Services
Cargill
[email protected]
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