UIEtips: 8 Things You Need to Know About Taxonomy, Metadata and Information Architecture in SharePoint

Jared Spool

August 1st, 2012

In today’s UIEtips, Jeff Carr and Seth Earley discuss eight important things to keep in mind concerning taxonomy, metadata, and IA when using SharePoint. Here’s an excerpt from the article:

Only after we have designed and constructed a solid foundation with respect to the
organizing principles of our information can we consider how it is to be managed,
implemented and consumed by the technologies we employ. Keep this in mind as a key element
of strategic information management as we work our way through our 8 things.

1. Use Taxonomy and Controlled Vocabulary for Content Enrichment

Controlled terms are managed in a Term Set and surfaced as part of a document’s properties
using the Managed Metadata column. The field itself is directly bound to a Term Set or
subset thereof, and enables users to easily browse available Terms for tagging. Users have
the option of entering values into a text field where type-ahead functionality offers Term
suggestions or browsing the full hierarchy of Terms in the Term Set itself.

2. Use Social Features for Personal Classification and Improved Findability

Uncontrolled terms are managed as a flat list and surfaced in a document’s properties
through the Managed Keywords column. Rather than a forced selection from a controlled
taxonomic list of values, users are able to apply their own descriptors to content as
metadata in a folksonomic way that make sense to them. A further ability to create
personal Tags and Notes as well as apply Ratings to content is offered to help with the
retrieval of content at a later date in time.

Read the full article: 8 Things You Need to Know About Taxonomy, Metadata and Information Architecture in SharePoint

Learn more from Seth Earley

On Thursday, August 9, Seth Earley of Earley and Associates presents a seminar focusing on SharePoint’s technology’s information architecture, flow, and usability quirks so you can navigate its functions with ease. Plus, he’ll help you decide which content types are right for your work, and dispel the mysteries of SharePoint design. Learn more about this virtual seminar.

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