How to get users to love metadata
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How to get users to love metadata
Our Problem
Our problem
Am I wrong?
We love metadata
Why we love metadata
Hi Metadata
Why we love metadata
Why users don’t
Why users don’t
Confused?
Change
Something must change…
Fail!!!
FAIL!!! Learning
Change = Learning
Reframing
Reframing the old to match the new
Folders
Reframing folders
Enterprise
Our folders
Our folders
Team documents
Team documents
Structure
Team
Documents
Research
ReportsContracts Working area
Structure / Collaboration
• Moderatly structured
• Used for reference only
• Usually ‘archive’ type information
• Metadata used to refine search results
• Very low collaboration
Research
Reports
• Highly structured
• Metadata used to quickly find results
• Low to medium collaborationContracts
• Very unstructured
• Very high collaboration
Working
area How much?
How much metadata do we need?
Research
Reports
• Some
Contracts
• A lot
Working area
• Little to none
Fits all?
Folders > Metdata
Translating folders to metadata
Team
Documents
Research
ReportsContracts Working area
Our Metadata
Our libraries, columns and content types
Belong to us?
Reports
Research reports
Folder horizontal Column name
Level 1 Year
Level 2 Archived (yes/no)
Contracts
Research
reports
2010 2011 2012 Archive
2009 2008
Contracts
Folder horizontal Column name
Level 1 Year
Level 2 Client name
Level 3 Signed (yes/no) Working docs
Contracts
2013 2014
Client C
Signed Unsigned
Client D
Signed Unsigned
Working documents
Folder horizontal Column name
Level 1 Documents type?
• Personal document
• Template
• MinutesDone?
Working
Area
Jan’s folderMinutes of
meetingMore stuff
Peter’s
folder
Another
messy folderTemplates
Minutes PDP
Done right?
Cute…………
Resistance
Remember these?
Tools
The best tool for adding metadata
Lol
Defaults
Defaults
Defaults, defaults, defaults!!
Ain’t easy
Fast forward
Fast forward…
KISS
Cool tricks
Cool tricks
Not bad
Q&A
Questions?
Well done
Thanks
THANK YOU
Backup slides
Backup: Change curve/Grief curve
Shock
Anger
Denial
Doubt
Apathy
Acknowledgement
Exploring
options
Acceptance
and transition
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