Almost every client we meet in our SharePoint world requests implementations of "taxonomy" and "metadata" - often times, they are asking because they've been told they should - but aren't even clear what the request means or what it is they are asking for. This presentation will attempt to clarify what Taxonomy/Metadata is and outline the different ways it is employed both within the site and across sites.

1. SharePoint Taxonomy Tour
Sean Wallbridge
@itgroove | brainlitter.com

2. Taxonomy Components Mind Map

3. What is
Taxonomy
And why should I care?

4. What is Taxonomy
• What is Taxonomy in SharePoint?
Data about Data
So you can find and workflow against that data

5. A little more about Taxonomy
• How did we do it before SharePoint?
• What about “Folksonomy?”

6. What
comprises
Taxonomy in
SharePoint?
• Within the Site Collection
• Outside those Collections

7. Within the Site Collection
• Web (Site)
• Site Content Types
• Site Columns
• Libraries
• Document Sets (a Content Type)
• Folders (Gasp!)
• Columns
• Data Types
• Managed Metadata
• Document ID’s

8. Sites are Navigation Too
go.company.com
Corporate
Teams
Projects
HR
Project X
Finance
Project Y
Sales
Knowledge
Base

9. Within the Farm (Outside the Collection)
• Managed Metadata Service Application
• Content Type Hub
• Term Store
• Web Applications and Managed Paths

10. The Content Type Hub
The Hub
Master Copy or “Publisher”
Site
Collection
Site
Collection
Web
Web
Web
Web
Site
Collection
Web
Site
Collection
Web
Web
Web

11. Gosh. Taxonomy sounds hard.
Relax. Try/Learn. Search.

12. Q&A
• Can I import content/terms
• Can you bring in content from excel?
• Can you bring it in from any other source?
• Upgrade from previous versions
• Possible or not?
• Would you want to?
• Limitations and things to consider?

13. Thank you.
Email: swallbridge@itgroove.net
Blog: www.brainlitter.com
Web Site: www.itgroove.net
Twitter: @itgroove