The Need to Effectively Map Content for Users

Christian Buckley@buckleyplanet

Searching and Connecting

AboutChristian Buckley, Director of Product Evangelism at Axceler

• Microsoft MVP for SharePoint, author, and community builder

• Prior to Axceler, worked for Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and worked as a consultant in the areas of software, supply chain, grid technology, and collaboration

• Co-founded and sold a software company to Rational Software. At another startup (E2open) helped design, build, and deploy a collaboration platform for the high-tech manufacturing sector, deployed at companies like Hitachi, Matsushita, and Seagate

• Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing Real-World Projects’ link (MS Press, March 2012) and 3 books on software configuration management.

• Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@axceler.com

Abstract

The key for businesses to succeed in today’s social world is to help users collaborate, connect with each other, and, ultimately, find the content they need to be successful.

This session will provide insight into how social computing benefits the enterprise and the search experience by improving information worker productivity.

In the next 20 minutes, I’ll tell you everything you need to know about

SocialTaxonomySearchGovernanceProductivity

Tools that manage and manipulate content and social interactions are becoming more integrated and seamless

Enterprise platforms are increasingly looking not just at solving core work streams, but in ensuring productivity when moving between work streams

What your systems look like today

Email Cell Twitter Blogcbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

I Can’t Find Anything…

Email Cell Twitter Blogcbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

Email Cell Twitter Blogcbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

Use

rs

TeamsCorporate Departments

Empowerment

My Site

Why metadata and taxonomy matter

Email Cell Twitter Blogcbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

• Book title• Author• ISBN• Publisher

• Name• Account Number• Credit Card• Social Security #• Billing Address

• Device ID• Email• Software version

Email Cell Twitter Blogcbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

• Travel dates• City visiting• Flight number• GPS position

• Friend’s Name• City visiting• GPS position• Distance to friend• Avoidance Flag = Yes

• Name• Account Number• Mileage to date• Home town

Email Cell Twitter Blogcbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

Organizing your Taxonomy is Key

Context is important.

Taxonomy is important.

Metadata is important.

In the next 20 minutes, I’ll tell you everything you need to know about

SocialTaxonomySearchGovernanceProductivity

Understanding the connection between social and taxonomy

• A folksonomy is a taxonomy (or set of terms) that arises as a result of people applying their own tags (metadata) to content objects.

• People use the tags that make sense to them, so over a period of time as more people tag, the folksonomy becomes more and more appropriate for the audience by associating content objects with the words and concepts people use to think about them.

• Unlike metadata terms, keywords aren’t organized into a hierarchy that users select from. Instead, users can enter any value into a keyword field.

Using Folksonomy

• The primary value of a folksonomy is that it uses your own vocabulary

• May come from your intimate knowledge of a subject

• A way to correlate discovered content (through search or social interactions) to your understanding

Why use folksonomy?

Folksonomy in practice

Taxonomy• Paper• Airplane• White• Toy

Folksonomy• Paper• Flight• Airplane• Design• White• Toy• Origami• Technique• Distance

taxonomy

folksonomy

Opportunity to improve global search

Social is about creating folksonomy

In fact, social is just another layer of the search experience

How social improves search

Two documents are added to SharePoint

• Taxonomy applied• Folksonomy (tags)• Social dialog• Shared• Liked• Rated

• Taxonomy applied

Governance is key (because it doesn’t manage itself)

The Governance Layer

Governance is about guiding your system and your users toward a shared understanding of the end goal, which is◦To improve collaboration◦To meet regulatory and industry standards◦To streamline, improve business processes◦To make your users more productive

But be careful! The more controls you put on a system, the less people will use that system.

In the next 20 minutes, I’ll tell you everything you need to know about

SocialTaxonomySearchGovernanceProductivity

Productivity in Action via Social

Community

Sharing

Personalization

How Social and Taxonomy Drive ProductivityFoster communityEnable sharingAllow for personalization andHave a strategy for metadata

As your end users participate in the system, and assuming you are managing the system (governance), your users will get more out of the system – and be more productive

In the next 20 minutes, I’ll tell you everything you need to know about

SocialTaxonomySearchGovernanceProductivity

Other Options for Improving Metadata Optimization

Adoption StrategyGamificationTaxonomy StrategyBuilding with Purpose (know your requirements)

Thorough Change Management Processes

Are you optimized for search?

Have you adopted a metadata strategy?

Have you developed a social strategy?

Are you focusing on the end user experience?

Are you looking at the metrics?

Have you established a cycle for continuous improvement on what you’ve already built?

Areas for initial focus

Thank you!

Order your copy at http://oreil.ly/qC4loT

Christian Buckleycbuck@axceler.com+1 425-246-2823@buckleyPLANETwww.buckleyPLANET.com and http://info.axceler.com

* Additional Resources * On The Importance of Metadata, Craig Mullins http://bit.ly/cOWp2F * Enabling Social Media through Metadata http://slidesha.re/gdjoaz* The Battle for Metadata in SharePoint 2010, Michal Pisarek http://bit.ly/g7vFWN * Creating Passionate Users, Kathy Sierra http://headrush.typepad.com/