SharePoint Taxonomy Introduction By
QuontraSolutions Email : info@quontrasolutions.com Call : 404-900-9988 WebSite : www.quontrasolutions.com
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.
This is Metadata‌
This is Metadata‌
This is Metadata‌
Governance/Standards/NameVersionStandard_v01_20090416.doc
Advanced Metadata – Synonyms
Each of these terms point to the same concept… Blue = Bleu = Blau =
Advanced Metadata - Hierarchies United States
Colorado
Denver
New York
Albany
Ontario Canada Alberta
Toronto Barrie Calgary
What is a Taxonomy? • The science dealing with the description, identification, naming, and classification of organisms. • A classification into ordered categories.
Kingdom
Phylum
Class
Order
Family
Genus
Species
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
Taxonomy Tools in SharePoint…Which Ones Do We Use? Structure Site Collections
Taxonomy
Lifecycle
Term Trees
Social / Personal
Consumption Search
Site Templates
Content Types
Collaboration Browse
Site Hierarchy
Folksonomy / Social
Publishing Views
Security
Classification
Records Management
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
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
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
Document Lifecycle Declare as Record
Update
Create
Review
Revise
Publish
Archive
Delete
Dispose
Thank you!