This document summarizes a webcast about using managed metadata and taxonomies in SharePoint 2010. It discusses metadata and taxonomy definitions and usage scenarios. It covers using folksonomies, taxonomy management, tags for social networking, content type hubs, and configuration tips. The presentation includes demos of adding managed keywords to libraries, tagging documents, using metadata for navigation and search, and administering term sets and metadata fields in the user interface. It provides best practices for design including using shared service applications and considering physical and logical design.
5. Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client and Office Web App Integration
Business Connectivity Services Standards Support
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Sites
Tagging, Tag Cloud, Ratings
Visual Studio
Social Bookmarking
API Enhancements
REST/ATOM/RSS
Composites Communities Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
PerformancePoint Services
Insights Content
Excel Services
Chart Web Part
Visio Services
Web Analytics Enterprise Content Types
Search Metadata and Navigation
SQL Server Integration
PowerPivot Document Sets
Multi-stage Disposition
Social Relevance Audio and Video Content Types
Phonetic Search Remote Blob Storage
Navigation List Enhancements
FAST Integration
Enhanced Pipeline
27. Physical and Logical Design
• Use Content Type Organizer rule to move new
documents based on initial tags
• Use taxonomy and metadata to drive information
lifecycle management processes (e.g. archiving)
– Improve browsability and search relevance
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28. Programming & Customization
• C# use
Microsoft.SharePoint.Taxonomy
• PowerShell
• Native web parts to
display tag clouds
• Easily built web
parts to add
statistics on tag
usage
• Ask me for a sample!
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30. Dark Secrets of MMS
• No granular security on tag definitions or tags as applied
• No meta-metadata
– You can define products and group them hierarchically, but you
can’t add a list price and then navigate or refine to find content
by price
– Can’t tag a tag, can’t rate a tag, can’t “like” a tag
– Can’t organize “personal” tags
• Client application support limitations
– SharePoint Workspace 2010 can read but not write MMS tags
– InfoPath browser client can’t read or write MMS tags
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31. The 9 10 Some Adoption Rules
1. Start small. Do NOT put everything in a term set.
2. Find “ friendlies”. Introduce keywords to users who understand the benefits
3. Use default tags in context.
4. External data. Use BCS if tag definitions are outside SharePoint (G/L codes)
5. Understand the security model and don’t put “secret” terms in a term store.
6. Extend administrative access for nontraditional administrators (e.g. corporate
records staff)
7. Plan for and deploy centralized content types.
8. If security requirements are simple - and document sharing is important, use the
Document Center to centralize document storage, and use content types and
tags to classify docs.
9. Watch usage patterns for keywords and search. Unused typos in a keyword field
(e.g. “holidya list”) can be deleted, and new project names can be promoted!
10. Synonyms! Synonyms! Synonyms!
11. Taxonomy does NOT belong to IT!!!
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32. •
Thanks…and more info
From Microsoft:
– SharePoint 2010 site: http://sharepoint.microsoft.com
– SharePoint Team Blog: http://blogs.msdn.com/sharepoint
• From KMA (www.kma-llc.net)
– Monthly webinars on SharePoint 2010
– Follow KMA on Twitter http://twitter.com/#!/KMALLC
– Like KMA on Facebook http://www.facebook.com/home.php#!/pages/Knowledge-Management-Associates-
LLC/94463087794
– Join KMA’s Linked In group “New England SharePoint
Answers” http://www.linkedin.com/groups?gid=1854454&trk=myg_ugrp_ovr
• From me
– cmcnulty@kma-llc.net / Twitter @cmcnulty2000
– Blog http://blogs.kma-llc.net/microknowledge
– For more:
• SharePoint Saturday NYC – July 30, 2011 (Project Server)
• Fairfield CT SPUG – August 10, 2011 (BI)
• SharePoint Saturday DC – August 11-13, 2011 (BI, ECM, Adoption, IT Admin, Project Server)
• NJSPUG – September 14, 2011 (BI)
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Editor's Notes
Let’s break down investments by workloads…SitesCommunitiesContentSearchInsightsComposites