SharePoint Taxonomy Introduction
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Introduction to SharePoint taxonomy concepts such as content types, metadata, site columns, managed metadata, etc.
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SharePoint Taxonomy Introduction
- 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.
- 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 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
- 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
- 10. Taxonomy Tools in SharePoint…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 • 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
- 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
- 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
- 14. Document Lifecycle Create Review Revise Publish Update Delete Declare as Record Dispose Archive