Sharepoint & Taxonomy
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The document discusses the use of taxonomies and metadata in SharePoint. It provides an overview of different approaches using experts, machines, and users to build, apply, and consume taxonomies. While SharePoint provides some basic taxonomy and metadata functionality through content types and site columns, it has limitations in handling relationships and managing metadata across sites. Third-party vendors provide more advanced taxonomy management tools that can integrate with SharePoint.
Sharepoint & Taxonomy
- 1. “ What Goes Where?” Sharepoint, Taxonomies & Metadata Matt Moore Innotecture
- 2. Taxonomies
- 3. “ Orange Blossom” Traminer Riesling South Australia 2008 $8.10
- 6. 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
- 7. 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
- 8. 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 996 General history of other areas; Other parts of Pacific Polynesia 997 General history of other areas; Atlantic Ocean islands 998 General history of other areas; Arctic islands & Antarctica 999 Extraterrestrial worlds
- 12. “ Orange Blossom” Traminer Riesling South Australia 2008 $8.10
- 13. “ Who needs taxonomies anyway, we’ve got search!”
- 15. Using Taxonomies
- 18. http://www.flickr.com/photos/raster/3380860520/ http://www.flickr.com/photos/brewbooks/3315685906/ http://www.flickr.com/photos/ntr23/730371240/ Experts Machines Users
- 19. Advantages Disadvantages Experts High-quality & consistent outputs Can handle ambiguity Expensive Time-consuming May not understand user perspective Machines Scalable Quick Poor at ambiguity Costs may vary Users Cheap Scalable (ish) Rarely consistent Often Uninterested
- 20. 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.
- 21. 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.
- 22. 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!
- 23. Building Applying Consuming Experts Buy off the shelf OR Build based on analysis Manual Tagging against Taxonomy - Machines Semantic and/or Concept Analysis Automated Categorisation Ontology-based Processes Users Tagging & Folksonomies Manual Tagging (whatever) Tag Clouds & Visualisation Search
- 24. Common categories Process Location Product/Service Customer Role/Position Project Department etc…
- 25. 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.
- 26. Enter Sharepoint
- 28. Content Types built from Site Columns that reference Lists The Metadata Trio
- 29. Some issues
- 30. 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/bricolage108/438984181/
- 31. 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/
- 32. Simple Doesn’t do all the fancy automated analysis & categorisation stuff http://www.flickr.com/photos/foot-slogger/1405665772/
- 35. Building Applying Consuming Experts Machines Users
- 36. Handy Resources
- 37. TaxoCop: http://finance.groups.yahoo.com/group/TaxoCoP/ Earley & Associates: http://www.earley.com/ Mark Schneider: http://www.sharepointplan.com/ Montague Institute: http://www.montague.com/
- 38. 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? Questions?