Enabling Social Media through Metadata, presentation given by Christian Buckley at the SharePoint Best Practices Conference in August 2010, Reston VA

1. Enabling Social Media through Metadata Christian BuckleyDirector, Product EvangelismAxceler (echoTechnology) @buckleyplanet http://buckleyplanet.net

2. Intro & Background

4. Scenario

8. Definitions

9. Social media inside SharePoint

10. Why metadata is important

11. Common problems and best practices

12. Emerging enterprise technologies

17. What are we talking about?

18. The CIO Perspective Security Intellectual Property / Competition Compliance Productivity Support Issues Cost Lack of Visibility / Transparency Bandwidth Fad Ignorance / Apathy http://buckleyplanet.typepad.com/samaritanweb/2010/01/top-10-reasons-your-cio-blocks-social-media.html

19. The VP of Marketing Perspective A globally connected team Online and offline access to all content Dynamic discovery of people, content and ideas in context to my project, my status, my relationships Content and concept reuse Integration Pretty colors Psychic interface

20. Why is metadata important to social media in SharePoint?

21. I Can’t Find Anything…

22. Why SharePoint Needs Social The islands of information have been moved to SharePoint. NOW WHAT??? You can’t find anything You can’t tell who owns what You can’t tell what’s new, what’s old, or what has changed It’s all disconnected

23. Definitions “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

24. Definitions 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

25. Definitions End Users Search Social Media Governance Taxonomy Ad Hoc Metadata

26. Microsoft example(represents a small sample size) Users My Site Teams Corporate Departments Empowerment

27. Microsoft SharePoint 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Sites Communities Composites PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Content Insights Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Search Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline

28. Metadata 101

30. Legacy content gets migrated slowly, if at all

31. Inconsistent taxonomy across farms and site collections

32. People author locally - multiplies problems globally

33. Authors don’t apply metadata= “shotgun” approach to search OR Authors apply metadata without common classification = better search, but worse authoring experience

34. Portal lacks high fidelity search

35. User can’t find the right content

37. Most social media brands are built for the individual (and ad revenue)

38. Metadata makes social media visible, searchable, linkable, relevant

40. Planning your social media strategy

41. Emerging Enterprise Technologies Community management tools Open identity Microblogging Social CRM Enterprise applications gaining a social layer Activity streams Social search, analytics, and filtering Enterprise social media workflow Automated compliance monitoring Next-generation unified communications Dion Hinchcliffe, ZDNet, “Ten emerging enterprise 2.0 technologies to watch” http://blogs.zdnet.com/Hinchcliffe/?p=1224

42. Social Media in SharePoint 2007 Blogs Wikis My Sites Team Sites Discussion forums Shared calendars Alerts RSS Search Tag clouds Mobile accessible Presence awareness Email archiving 2010 Managed Metadata Service Advanced routing (based on metadata) User profiles (My Sites) Status updates/activity feeds Knowledge mining Bookmarks (replaces My Links) Feedback/rating Note board (Wall) Podcasting kit Social tagging Expertise tagging Wikis (including wiki edits of Team Sites) Share & Track tab Individual and team blogs People and social search

50. Provides a service that can be consumed across site collections and farms

51. Manages keywords and content types

53. Be clear on the goal (and the business utility) of the project

54. Understand the implications (economic, technical, and social) of integrating social media

57. Understand the policy and compliance concerns

58. Be aware of how your metadata, content types, and social media components are to be managed

59. Create a governance site

60. Centralize your taxonomy

61. SharePoint Metadata Best Practices

62. Enlist your portal users

63. Enlist your content authors

64. Migrate your content

66. Portals evolve – and so will the taxonomy

67. Update your taxonomy and propagate changes

68. Get feedback from your business units and content authors

69. Use search metrics, discussion threads, and polls for end user feedback

71. Drop me a line at cbuck@axceler.comVisit my blog http://buckleyplanet.netFollow me @buckleyplanet Please be sure to fill out your session evaluation!