[email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net Enabling Social Media through Metadata Christian Buckley Director, Product Evangelism Axceler (echoTechnology) @buckleyplanet http://buckleyplanet.net
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Enabling Social Media through Metadata
Christian BuckleyDirector, Product Evangelism
Axceler (echoTechnology)
@buckleyplanet http://buckleyplanet.net
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Intro & Background
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Scenario
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Content• Your Social Media Strategy• Definitions• Social media inside SharePoint• Why metadata is important• Common problems and best practices• Emerging enterprise technologies• Planning strategies
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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 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
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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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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
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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.”Wikipedia.org
Definitions
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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
Gov
erna
nce
Metadata
Taxonomy Ad Hoc
Social Media
Search
End Users
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Microsoft example (represents a small sample size)
User
s
TeamsCorporate DepartmentsEmpowerment
My Site
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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
Content
Insights
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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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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
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Planning your social media strategy
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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
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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
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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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“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
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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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