from folders to metadata - a short lesson in history

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Many users that are new to SharePoint have a difficult time grasping the concept of metadata and letting go of their file folders. This short presentation gives the reader a history about the folder, metadata, and how they are related.

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From Folders to Metadata – a short lesson in history Haniel Croitoru, MSc, PMP, PMI-ACPJUNE 21, 2011

2

Haniel Croitoru

• Senior SharePoint consultant with over 15 years of experience

• Worked in public and private sector verticals including healthcare, financial services, utilities, and consulting

• Since 2003 focusing on SharePoint, delivering solutions and contributing as Business Analyst and Trainer

• Masters of Science in Computer Science with a specialty in Computer-Assisted Orthopedic Surgery from Queen’s University and a Master’s Certificate in Project Management from the York Schulich School of Business

• Project Management Professional (PMP) since 2007 and an Agile Certified Practitioner since 2013

Scrum Master, Project Manager, SharePoint Evangelist

From Folders to Metadata – a short lesson in history 6/21/2011

3

Agenda

• History of the “File Folder”

• What is Metadata?

• The Result

• Final Thoughts

From Folders to Metadata – a short lesson in history 6/21/2011

Strongbox (the first filing cabinet), ca. 1886

History of the “File Folder”

The graphical (and intuitive) “File Folder”, ca. 1984

From Folders to Metadata – a short lesson in history 6/21/2011

History of the “File Folder”

The “modern” filing cabinet, ca. 1900

From Folders to Metadata – a short lesson in history 6/21/2011

The electronic “File Folder”, ca. 1981

History of the “File Folder”

From Folders to Metadata – a short lesson in history 6/21/2011

History of the “File Folder”

The graphical (and intuitive) “File Folder”, ca. 1984

From Folders to Metadata – a short lesson in history 6/21/2011

History of the “File Folder”

Document Library – (metadata but no folders???), Nov 2011

From Folders to Metadata – a short lesson in history 6/21/2011

What is metadata?

• Data about data

• Traditionally found in the card catalogs of libraries

• Used as far back as 245BC by the Greeks

From Folders to Metadata – a short lesson in history 6/21/2011

The result…

• Using a document library with meta data to filter and sort information

• Folders are used only in specific cases, not as a general case

From Folders to Metadata – a short lesson in history 6/21/2011

final thoughts

Some Final Thoughts…

Moving from folders to document libraries using meta data is a big cultural shift

It is important to educate the users of the benefits of metadata- Search- Views- Taxonomy/folksonomy- …

Governance is critical- Naming Convention- Versioning- …

From Folders to Metadata – a short lesson in history 6/21/2011

Thank You

haniel@vertexpoint.com

ca.linkedin.com/in/hanielcroitoru

@TheSharePointPM

www.thesharepointpm.com

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