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SharePoint Taxonomy Introduction
The document provides an introduction to metadata and taxonomy in SharePoint, detailing their importance in classifying and managing information. It explains different concepts such as content types, site columns, and managed metadata, which facilitate better content organization and governance. Additionally, it outlines the document lifecycle phases and the tools used within SharePoint for effective information management.
In this document
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Introduction to SharePoint Taxonomy, defining Metadata as information describing an object.
Examples illustrating Metadata and referencing governance standards related to metadata management.
Advanced concepts in Metadata including synonyms and hierarchies illustrating relationships.
Defining Taxonomy, its scientific basis, and emphasizing the importance of Metadata in various processes.
Overview of SharePoint's Taxonomy tools including Content Types, Term Trees, and Collaboration features.
Details on Content Types in SharePoint, their settings, inheritance, and their roles in information management.
Explanation of Site Columns and their applications within Lists, Libraries, and managed metadata.
Insight into Managed Metadata including term sets, hierarchy, and support for synonyms.
Overview of Document Lifecycle stages from creation to disposal, including archiving and declaring records.
Closing remarks and contact details for further engagement.
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- 2. What is Metadata? Metadatais 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.
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- 6. Advanced Metadata –Synonyms Blue = Bleu = Blau = Each of these terms point to the same concept…
- 7. Advanced Metadata -Hierarchies United States Colorado Denver New York Albany Canada Ontario Toronto Barrie Alberta Calgary
- 8. What is aTaxonomy? The science dealing with the description, identification, naming, and classification of organisms. A classification into ordered categories. Kingdom Phylum Class Order Family Genus Species
- 9. Why is MetadataImportant? 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
- 10. Taxonomy Tools inSharePoint…Which Ones Do We Use? Content Types Site Hierarchy Security Term Trees Collaboration Folksonomy / Social Search Publishing Social / Personal Site Templates Site Collections Structure Consumption Views Browse Taxonomy Lifecycle Records Management Classification
- 11. Content Types • Reusablecollection 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
- 12. Site Columns • Canbe 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
- 13. Managed Metadata • Collectionsof 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
- 14. Document Lifecycle Create ReviewRevise Publish Update Delete Declare as Record Dispose Archive
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