1. Taxonomy management
using
MOSS 2007

2. Introduction
• Presenter:
– Shai Petel
– VP R&D KWizCom Corp.
SharePoint Technology Specialist
MCAD, MCTS, MCT
– shai@kwizcom.com
– +1 416 666 7790

3. KWizCom Business Card
• Founded in 2005
• Headquartered in Toronto
• Global provider of add-ons and services
• 3000+ customers worldwide
Business Target:
Deliver innovative and cost-effective add-ons,
enabling customers to deploy excellent Microsoft
SharePoint and Dynamics CRM solutions
faster than ever and at no risk.
Fields of expertise: Competencies:
• Microsoft Office SharePoint Gold Certified Partner
ISV
• Microsoft Dynamics CRM •
Information Worker
•

4. SharePoint Training Roadmap
Target Audience Basic Advanced
MOSS 2007 content
Content Editors
management
(Collaboration sites, Portals, web sites)
Implementing Content
Implementers Branding and advanced
Management solutions
customizations
with MOSS 2007
Developing WSS 3.0 &
.NET Developers MOSS 2007 based
solutions

5. Topics
Taxonomy basics
SharePoint 2007 capabilities
Filling the gaps – development
3rd-party solutions

6. Taxonomy basics
Taxonomy
the practice and science of
classification.

7. Why Classify?
Various studies show that information
workers in average waste up to 10 hours
per week on search and work duplication
 Information workers cannot find the
desired information
 Information workers do not classify
Metadata is unmanageable – Data mining

is not possible

8. Why Classify?
Conclusion:
Spending more time in storing the
information better = less time
finding the information we need

9. Taxonomy basics
Use physical folder structure
to classify content
Deep hierarchies - hard to manage
Folders duplications
Multiple document copies for
1 to many relations

10. Taxonomy basics
Then came the Metadata..
Additional descriptive data
No more unnecessary deep hierarchies
Sort, Filter enhancement
Views
Searchable

11. Use columns to categorize marketing presentations, support
articles and sales proposals to company products
LIVE DEMO
11

12. Taxonomy basics
Cascading
Lookup Field
List Filter web
part
Hierarchical Taxonomy Collaboration
Pack
Calendar Plus
web part
Well structured
Survey Plus
web part
Centrally managed Collaboration
WSS Cross site
Used across the enterprise to search
WSS
categorize content items SharePoint List
Productivity
Aggregator
Pack
Field-level
SharePoint Wiki
permissions
Plus
feature
Tagging
Web 2.0 Feature
Rating Solution

13. Taxonomy basics
Web 2.0 Tagging
Use shared keywords &
auto-complete
Create new keywords
Everyone contributes

14. Taxonomy basics
Web 2.0 Tagging
Many tags/keywords
Tag Cloud visually shows which
tag are most popular

16. Clicking a tag presents a
search results page by
this tag
Faceted Search

17. Show SharePoint 3rd Party examples for:
WEB 2.0 tagging
Hierarchy tagging
Tags index, tags and facets in search results
LIVE DEMO
17

18. What’s missing in SharePoint?
• No cross-site categories/tags
New field type / BDC Columns
• No hierarchical properties
New field type
• Unable get email notifications for a classifier
Event handlers / Workflows
• No WEB 2.0 Tagging
Tag Cloud/Index web part, tag results page

19. what’s missing in SharePoint?
• Unable to tag/categorize entities outside of SharePoint
(Enterprise Taxonomy solution)
Use of web services to link and tag items from outside
• Unable to refine search
- Integrate web part in MOSS advanced search – like faceted
- Index custom fields in SSP

20. Filling the gaps
Optional solutions
Buy a taxonomy solution
Use add-on (Free/commercial)
Free add-ons + Custom
development

21. Filling the gaps –
Solution ingredients
Optional solutions
Tagging field type
Tag cloud/Tag index web part
Events handler/s
Web service API
Integration with Search
Import standard taxonomies (WAND example)

22. More information
• WSS SDK
– Online: http://msdn2.microsoft.com/en-
us/library/aa902527.aspx
– Download:
http://www.microsoft.com/downloads/details.aspx?famil
yid=05e0dd12-8394-402b-8936-
a07fe8afaffd&displaylang=en
• MOSS SDK
– Online: http://go.microsoft.com/?linkid=6162310
– Download: http://go.microsoft.com/?linkid=6162309
• Contact Us: training@kwizcom.com

23. QUESTIONS?