Enabling Social Media through Metadata -- Taxonomy Bootcamp

Enabling Social Media
through Metadata

Christian Buckley

cbuck@axceler.com
@buckleyPLANET

Taxonomy Bootcamp
October 31, 2011

Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

My Background

Christian Buckley, Director of Product Evangelism at Axceler

• Most recently at Microsoft
• Microsoft Managed Services (now Office365-Dedicated)
• Advertising Operations, ad platform API program
• Prior to Microsoft, was a senior consultant, working in the software, supply
chain, and grid technology spaces focusing on collaboration
• Co-founded and sold a collaboration software company to Rational
Software. Also co-authored 3 books on software configuration management
and defect tracking for Rational and IBM
• At another startup (E2open), helped design, build, and deploy a
SharePoint-like collaboration platform (Collaboration Manager), managing
deployment teams to onboard numerous high-tech manufacturing
companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco
• I live in a small town just east of Seattle, 4 kids. Co-authoring ‘Implementing
Microsoft SharePoint 2010 Real-World Projects’ (MSPress, Feb2012)

Axceler Overview
Improving Collaboration for 16+ Years
Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
Delivered award-winning administration and migration
software since 1994
Over 2,000 global customers

Dramatically improve the management
of SharePoint
Innovative products that improve security, scalability,
reliability, “deployability”
Making IT more effective and efficient and lower the total
cost of ownership

Focus on solving specific SharePoint problems
(Administration & Migration)
Coach enterprises on SharePoint best practices
Give administrators the most innovative tools available
Anticipate customers’ needs
Deliver best of breed offerings
Stay in lock step with SharePoint development and market trends


Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com

Scenario


100% recyclable
Bio-degradable
Cell
Dolphin-free
Twitter
Blog Blog

Utilize solar and wind

Cell Twitter
Blog Blog

and methane

Cell Twitter
Blog Blog

Content

• Your Social Media Strategy
• Definitions
• Social media inside SharePoint
• Why metadata is important
• Common problems and best practices
• Emerging enterprise technologies
• Planning strategies


What are we talking about?


What are we talking about?

Cell Twitter
Blog Blog

The CIO Perspective
1. Security
2. Intellectual Property / Competition
3. Compliance
4. Productivity
5. Support Issues
6. Cost
7. Lack of Visibility / Transparency
8. Bandwidth
9. Fad
10. Ignorance / Apathy
http://buckleyplanet.typepad.com/samaritanweb/2010/01/top-10-
reasons-your-cio-blocks-social-media.html


The VP of Marketing Perspective

1. A globally connected team
2. Online and offline access to all content
3. Dynamic discovery of people, content and ideas in
context to my project, my status, my relationships
4. Content and concept reuse
5. Integration
6. Pretty colors
7. Psychic interface


Why is metadata important
to social media in
SharePoint?


I Can’t Find Anything…

Cell Twitter
Blog Blog

Why SharePoint Needs Social

The islands of information have been moved to
SharePoint. NOW WHAT???
You can’t find anything
You can’t tell who owns what
You can’t tell what’s new, what’s old,
or what has changed
It’s all disconnected


Definitions

“Social media is media designed to be disseminated through social
interaction, created using highly accessible and scalable publishing
techniques. Social media uses Internet and web-based technologies to
transform broadcast media monologues (one-to-many) into social
media dialogues (many-to-many).

It supports the democratization of knowledge and information,
transforming people from content consumers into content producers.”
Wikipedia.org


Definitions

In Biology, taxonomy is the science dealing with the description,
identification, naming, and classification of organisms. “however, the
term is now applied in a wider, more general sense and now may refer to
a classification of things, as well as to the principles underlying such a
classification.”

“Metadata provides context for data. Metadata is used to facilitate the
understanding, characteristics, and management usage of data.
The metadata required for effective data management varies with the
type of data and context of use.”
Wikipedia.org

Definitions

End Users

Search
Governance

Social Media

Taxonomy Ad Hoc

Metadata

Microsoft example
(represents a small sample size)
Users

My Site

Corporate Departments Teams
Email Cell Empowerment
Twitter Blog

Microsoft SharePoint 2010
Ribbon UI
SharePoint Workspace
SharePoint Mobile
Business Connectivity Services Office Client and Office Web App Integration
InfoPath Form Services Standards Support
External Lists
Workflow
SharePoint Designer
Visual Studio
Tagging, Tag Cloud, Ratings
API Enhancements
Social Bookmarking
REST/ATOM/RSS
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
PerformancePoint Services Org Browser
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
Enterprise Content Types
PowerPivot
Metadata and Navigation
Document Sets
Social Relevance Multi-stage Disposition
Phonetic Search Audio and Video Content Types
Navigation Remote Blob Storage
FAST Integration List Enhancements
Enhanced Pipeline
Cell Twitter
Blog Blog

Metadata 101


Common Migraines

• Ad-hoc content migration leads to junk in portal
• Legacy content gets migrated slowly, if at all
• Inconsistent taxonomy across farms and site collections
• People author locally - multiplies problems globally
• Authors don’t apply metadata= “shotgun” approach to search OR
Authors apply metadata without common classification = better search,
but worse authoring experience
• Portal lacks high fidelity search
• User can’t find the right content
• As a result, poor portal adoption and low user satisfaction


It’s the metadata, stupid

• Metadata is the key to making social media
work inside the enterprise

• Most social media brands are built for the
individual (and ad revenue)

• Metadata makes social media visible,
searchable, linkable, relevant

• Metadata is the building block of social
media within SharePoint

Managing Metadata

CENTRALIZED DECENTRALIZED
Site architecture is centrally controlled Site architecture is ad-hoc
Metadata is always applied to content Metadata may not be applied to content
Site Columns and Content Types are created at Columns are created on lists
site collection root Columns are combined in an ad-hoc basis on each
Lists get “bundles” of columns list

PROS PROS
Improves consistency Requires no planning
Reduces metadata duplication Requires little upfront effort
Easy to update Works across site collections and portals
Easy to support and train on
Allows document-level DIP, Workflow, Information
CONS
Policies, and document templates Decreases consistency
Increases metadata duplication
CONS Hard to update
Requires planning Hard to support and train on
Requires upfront work Only allows list-level Workflow, Information Policies
Hard to manage across site collections and and document templates
portals Difficult to reverse

Planning your social
media strategy


Emerging Enterprise Technologies

1. Community management tools
2. Open identity
3. Microblogging
4. Social CRM
5. Enterprise applications gaining a social layer
6. Activity streams
7. Social search, analytics, and filtering
8. Enterprise social media workflow
9. Automated compliance monitoring
10. Next-generation unified communications
Dion Hinchcliffe, ZDNet, “Ten emerging enterprise 2.0 technologies to watch”
http://blogs.zdnet.com/Hinchcliffe/?p=1224

Social Media in SharePoint
2007 2010
Blogs Managed Metadata Service
Wikis Advanced routing (based on metadata)
My Sites User profiles (My Sites)
Team Sites Status updates/activity feeds
Discussion forums Knowledge mining
Shared calendars Bookmarks (replaces My Links)
Alerts Feedback/rating
RSS Note board (Wall)
Search Podcasting kit
Tag clouds Social tagging
Mobile accessible Expertise tagging
Presence awareness Wikis (including wiki edits of Team Sites)
Email archiving Share & Track tab
Individual and team blogs
Email Cell Twitter People and social search
Blog

Demo


Managed Metadata Service

• Term Store, Managed Terms, Managed Keywords

• Provides a service that can be consumed across site
collections and farms

• Manages keywords and content types

• Still requires management, governance


Understand Your Requirements

• Be familiar with the security and IP “thresholds”

• Be clear on the goal (and the business utility)
of the project

• Understand the implications (economic, technical,
and social) of integrating social media

• Think about the user experience

Pain Relief

• Have a plan
• Understand the policy and compliance concerns
• Be aware of how your metadata, content types, and social
media components are to be managed
• Create a governance site
• Centralize your taxonomy
 SharePoint Metadata Best Practices
 Enlist your portal users
 Enlist your content authors
 Migrate your content
• Leverage your metadata

Learn and Evolve

• Nothing is set in stone
• Portals evolve – and so will the taxonomy
• Update your taxonomy and propagate changes
• Get feedback from your business units and content
authors
• Use search metrics, discussion threads, and polls for
end user feedback
• Constantly refresh your governance site


What is your social
media strategy?


For more information

Contact me at
Christian Buckley, cbuck@axceler.com, 425-246-2823
On Twitter at @buckleyplanet
www.buckleyPLANET.com

Additional Resources available
White papers
The Insider’s Guide to Upgrading to SharePoint 2010
What to Look for in a SharePoint Management Tool
The Five Secrets to Controlling Your
SharePoint Environment


Enabling Social Media through Metadata -- Taxonomy Bootcamp

Recommended

More Related Content

Similar to Enabling Social Media through Metadata -- Taxonomy Bootcamp

Similar to Enabling Social Media through Metadata -- Taxonomy Bootcamp (17)

More from Christian Buckley

More from Christian Buckley (20)

Recently uploaded

Recently uploaded (20)

Enabling Social Media through Metadata -- Taxonomy Bootcamp

Editor's Notes