enabling social media through metadata -- taxonomy bootcamp

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cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Enabling Social Media through Metadata

Christian Buckley

cbuck@axceler.com@buckleyPLANET

Taxonomy Bootcamp

October 31, 2011

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)

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

Axceler Overview

cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

Scenario

100% recyclableBio-degradable

Dolphin-free

Utilize solar and wind

and methane

Carbon C

redits

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

Content

What are we talking about?

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 CIO 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

The VP of Marketing Perspective

Why is metadata important to social media in SharePoint?

I Can’t Find Anything…

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

Why SharePoint Needs Social

“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.”

Definitions

Wikipedia.org

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

Govern

Metadata

Taxonomy Ad Hoc

Social Media

Search

End Users

Microsoft exampleU

TeamsCorporate Departments

Empowerment

My Site

(represents a small sample size)

Microsoft SharePoint 2010Ribbon UISharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards Support

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot

Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS

Communities

Search

Composites

ContentInsights

Metadata 101

• 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

Common Migraines

• 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

It’s the metadata, stupid

Managing Metadata

Site architecture is centrally controlled

Metadata is always applied to content

Site Columns and Content Types are created at site collection root

Lists get “bundles” of columns

PROSImproves consistency

Reduces metadata duplication

Easy to update

Easy to support and train on

Allows document-level DIP, Workflow, Information Policies, and document templates

CONSRequires planning

Requires upfront work

Hard to manage across site collections and portals

Site architecture is ad-hoc

Metadata may not be applied to content

Columns are created on lists

Columns are combined in an ad-hoc basis on each list

PROSRequires no planning

Requires little upfront effort

Works across site collections and portals

CONSDecreases consistency

Increases metadata duplication

Hard to update

Hard to support and train on

Only allows list-level Workflow, Information Policies and document templates

Difficult to reverse

CENTRALIZED DECENTRALIZED

Planning your social

media strategy

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

Emerging Enterprise Technologies

2007Blogs

My Sites

Team Sites

Discussion forums

Shared calendars

Alerts

Search

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