BPC10 BuckleyMetadata-share

cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

Enabling Social Media through Metadata

Christian BuckleyDirector, Product Evangelism

Axceler (echoTechnology)

@buckleyplanet http://buckleyplanet.net

Intro & Background

Scenario

cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.netEmail Cell Twitter Blogcbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

Content• Your Social Media Strategy• Definitions• Social media inside SharePoint• Why metadata is important• Common problems and best practices• Emerging enterprise technologies• Planning strategies

What are we talking about?

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

1. A globally connected team2. Online and offline access to all

content3. Dynamic discovery of people,

content and ideas in context to my project, my status, my relationships

4. Content and concept reuse5. Integration6. Pretty colors7. Psychic interface

The VP of Marketing Perspective

Why is metadata important to social media in SharePoint?

I Can’t Find Anything…

Why SharePoint Needs SocialThe islands of information have been moved to

SharePoint. NOW WHAT???You can’t find anythingYou can’t tell who owns what You can’t tell what’s new, what’s old,

or what has changedIt’s all disconnected

“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.”Wikipedia.org

Definitions

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

Metadata

Taxonomy Ad Hoc

Social Media

Search

End Users

Microsoft example (represents a small sample size)

TeamsCorporate DepartmentsEmpowerment

My Site

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

Composites

Content

Insights

Metadata 101

• 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

• 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

Site architecture is centrally controlledMetadata is always applied to contentSite Columns and Content Types are created at site collection rootLists get “bundles” of columnsPROSImproves consistencyReduces metadata duplication Easy to updateEasy to support and train onAllows document-level DIP, Workflow, Information Policies, and document templatesCONSRequires planningRequires upfront workHard to manage across site collections and portals

Site architecture is ad-hocMetadata may not be applied to contentColumns are created on listsColumns are combined in an ad-hoc basis on each listPROSRequires no planningRequires little upfront effortWorks across site collections and portalsCONSDecreases consistencyIncreases metadata duplicationHard to updateHard to support and train onOnly allows list-level Workflow, Information Policies and document templatesDifficult to reverse

CENTRALIZED DECENTRALIZEDManaging Metadata

Planning your social media strategy

1. Community management tools2. Open identity3. Microblogging4. Social CRM5. Enterprise applications gaining a social

layer6. Activity streams7. Social search, analytics, and filtering8. Enterprise social media workflow9. Automated compliance monitoring10.Next-generation unified

communicationsDion Hinchcliffe, ZDNet, “Ten emerging enterprise 2.0 technologies to watch” http://blogs.zdnet.com/Hinchcliffe/?p=1224

Emerging Enterprise Technologies

2007BlogsWikisMy SitesTeam SitesDiscussion forumsShared calendarsAlertsRSSSearchTag cloudsMobile accessiblePresence awarenessEmail archiving

2010Managed Metadata ServiceAdvanced routing (based on metadata)User profiles (My Sites)Status updates/activity feedsKnowledge miningBookmarks (replaces My Links)Feedback/ratingNote board (Wall)Podcasting kitSocial taggingExpertise taggingWikis (including wiki edits of Team Sites)Share & Track tabIndividual and team blogsPeople and social search

Social Media in SharePoint

• 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

• 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

“An organization that has not yet thought through its position and policy with respect to social computing should do so before investing themselves in SharePoint 2010.”Gail Shlansky, The Insider’s Guide to Upgrading to SharePoint 2010

• 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

• 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

What is your social media strategy?

Drop me a line at cbuck@axceler.com

Visit my blog http://buckleyplanet.netFollow me @buckleyplanet

Please be sure to fill out your session evaluation!

BPC10 BuckleyMetadata-share

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