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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Mike Doane

Principal Consultantterm-management.commike.doane@gmail.com

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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Senior Manager, Search & FindabilityEarley & Associatesjeff.carr@earley.com

Advisor & Guest LecturerColumbia UniversityMaster of Science ProgramInformation & Knowledge Strategyjc4180@columbia.edu

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, LLCmike.doane@gmail.comterm-management.com206-683-8857

Jeff CarrSenior Manager,Search & FindabilityEarley & Associatesjeff.carr@earley.com(780) 952-9808

Anne RogersDirector of Research and Knowledge ServicesCargillAnne_Rogers@cargill.com