enabling social media through metadata -- taxonomy bootcamp

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Enabling Social Media through Metadata

Christian Buckley

[email protected]@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




[email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net



Scenario





100% recyclableBio-degradable

Dolphin-free





Utilize solar and wind





and methane





Carbon C

redits

Bribe



• 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



Definitions

Govern

ance

Metadata

Taxonomy Ad Hoc

Social Media

Search

End Users



Microsoft exampleU

sers

TeamsCorporate Departments

Empowerment

My Site

(represents a small sample size)

http://sharepointpedia.com/

http://sharepoint/sites/zunelm

http://sharepoint/sites/zunelm





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

Sites

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

Wikis

My Sites

Team Sites

Discussion forums

Shared calendars

Alerts

RSS

Search

Tag clouds

Mobile accessible

Presence awareness

Email archiving

2010Managed Metadata Service

Advanced routing (based on metadata)

User profiles (My Sites)

Status updates/activity feeds

Knowledge mining

Bookmarks (replaces My Links)

Feedback/rating

Note board (Wall)

Podcasting kit

Social tagging

Expertise tagging

Wikis (including wiki edits of Team Sites)

Share & Track tab

Individual and team blogs

People and social search

Social Media in SharePoint



Demo



• 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

Managed Metadata Service



• 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

Understand Your Requirements



• 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

Pain Relief



• 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

Learn and Evolve



What is your social

media strategy?



Contact me at Christian Buckley, [email protected], 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

For more information

mailto:[email protected]

http://www.buckleyplanet.com/

enabling social media through metadata -- taxonomy bootcamp

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