Sharepoint taxonomy introduction us
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The document introduces SharePoint taxonomy and metadata, explaining that metadata describes and classifies information, while taxonomy involves classification into ordered categories. It emphasizes the importance of metadata for identifying records, content aggregation, search indexing, and managing workflows, alongside discussing various taxonomy tools used in SharePoint. Additionally, it covers content types, site columns, managed metadata, and document lifecycle management.
Sharepoint taxonomy introduction us
- 1. SharePoint Taxonomy Introduction By QuontraSolutions Email : [email protected] Call : 404-900-9988 WebSite : www.quontrasolutions.com
- 2. What is Metadata? • Metadata is information that describes, classifies or identifies a piece of information. Metadata is typically described as a set of attributes that help to describe or classify an object. 2
- 3. This is Metadata… 3
- 4. This is Metadata… 4
- 5. This is Metadata… 5 Governance/Standards/NameVersionStandard_v01_20090416.doc
- 6. Advanced Metadata – Synonyms 6 Each of these terms point to the same concept… Blue = Bleu = Blau =
- 7. Advanced Metadata - Hierarchies 7 United States Colorado Denver New York Albany Canada Ontario Toronto Barrie Alberta Calgary
- 8. What is a Taxonomy? • The science dealing with the description, identification, naming, and classification of organisms. • A classification into ordered categories. 8 Kingdom Phylum Class Order Family Genus Species
- 9. Why is Metadata Important? • Identification of unique records • Aggregating content based on common attributes or types • Search indexes metadata • Filtered views • Browse • Security and permissions • Workflow and Document Lifecycle 9
- 10. Taxonomy Tools in SharePoint…Which Ones Do We Use? 10 Content Types Structure Site Collections Site Hierarchy Security Term Trees Social / Personal Collaboration Folksonomy / Social Search Publishing Site Templates Consumption Browse Views Taxonomy Lifecycle Records Management Classification
- 11. Content Types • Reusable collection of settings that you want to apply to a certain category of content • Content types are “inherited” • Content type defines: • Metadata • New, edit and display forms • Workflows • Document template • Content types are scoped to a site and then available to sub-sites and child lists • Updating content types push changes down to the children • Content types drive information management policies for retention and document routing • Content types live in Site Collections but can be syndicated 11
- 12. Site Columns • Can be added to Lists, Document Libraries or Content Types • Site columns scoped to a site and then available to sub-sites and child lists • Site Column type can be Managed Metadata 12
- 13. Managed Metadata • Collections of centrally managed terms (term sets) • Shared across site collections and web applications • Terms Sets are: • Hierarchical sets of terms • Local to Site Collection or global • Open (users can add terms) or Closed (users cannot add terms) • Terms support synonyms • Enterprise keywords used for folksonomy 13
- 14. Document Lifecycle 14 Update Create Review Revise Publish Declare as Record Delete Dispose Archive
- 15. Thank you! 15