SharePoint Taxonomy

Introduction
By

QuontraSolutions
Email
: info@quontrasolutions.com
Call
: 404-900-9988
WebSite : www.quontrasolutions.com

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.

This is Metadata

This is Metadata

This is Metadata

Governance/Standards/NameVersionStandard_v01_20090416
.doc

Advanced Metadata Synonyms

Each of these terms point to the same concept

Blue = Bleu = Blau =

Advanced Metadata - Hierarchies

United
States

Colorado

Denver

New York

Albany
Toronto

Ontario
Barrie

Canada
Alberta

Calgary
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What is a Taxonomy?
The science dealing with the
description, identification,
naming, and classification of
organisms.
A classification into ordered
categories.

Kingdo
Kingdo
m
m
Phylum
Phylum

Class
Class

Order
Order

Family
Family

Genus
Genus

Species
Species

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

Taxonomy Tools in SharePointWhich Ones Do

We Use?
Structur
e
Site
Collections

Taxonomy

Term Trees

Lifecycl
e
Social /
Personal

Consumption
Search

Site
Templates

Content
Types

Collaboratio
n
Browse

Site
Hierarchy

Folksonomy
/ Social

Publishing
Views

Security

Classificatio
n

Records
Managemen
t

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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

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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

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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

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Document Lifecycle
Declare
as
Record

Update

Create

Review

Revise

Publish

Dispose

Archive

Delete
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Thank you!

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