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Enabling Social Media through Metadata
Christian Buckley
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Taxonomy Bootcamp
October 31, 2011
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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)
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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
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Scenario
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100% recyclableBio-degradable
Dolphin-free
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Utilize solar and wind
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and methane
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Carbon C
redits
Bribe
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• Your Social Media Strategy• Definitions• Social media inside SharePoint• Why metadata is important• Common problems and best practices• Emerging enterprise technologies• Planning strategies
Content
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What are we talking about?
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What are we talking about?
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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
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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
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Why is metadata important to social media in SharePoint?
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I Can’t Find Anything…
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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
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“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
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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
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Definitions
Govern
ance
Metadata
Taxonomy Ad Hoc
Social Media
Search
End Users
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Microsoft exampleU
sers
TeamsCorporate Departments
Empowerment
My Site
(represents a small sample size)
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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
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Metadata 101
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• 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
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• 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
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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
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Planning your social
media strategy
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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
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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
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• 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
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• 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
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• 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
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• 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
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What is your social
media strategy?
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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
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