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Managing SharePoint metadata: The HP/EDS experience

July 22 , 2009

 

See also Taxonomies, search & SharePoint tutorial

Mike Gardner


SharePoint allows you to add new metadata elements at the site collection level, specify their properties, and assign them to content types for use in authoring templates. You can also use custom metadata in search. But for large companies with hundreds of site collections, SharePoint does not provide a way to enforce metadata consistency across all of them.

In this roundtable, Mike Gardner of EDS (a Hewlett-Packard company) will show how his group created an architecture for the organization's SharePoint sites and created a custom application to manage and enforce metadata use. The tool allows an information architect to find out which SharePoint lists and libraries use a specific metadata element and to update metadata values to ensure consistency in two dimensions: among sites and over time. The tool also allows metadata to be dumped into the FAST search index for SharePoint search.

WHO SHOULD ATTEND
This event is for practitioners only. Space is limited to permit everyone's active participation. Software vendors and systems integrators are welcome to attend but only in their role as practitioners.

This session will be of interest to corporate taxonomists, knowledge managers, search system administrators, Web publishers, information architects, and business unit managers who want to leverage their metadata assets.

DISCUSSION TOPICS
The following topics will be covered. Participants are encouraged to ask additional questions during the session.

• Which metadata elements are used enterprise-wide, and which are optional for site owners?

• What information do you provide for each metadata element to help editors assign values (e.g. definition, scope note)?

• How are custom metadata values used in your search engine (FAST)?

• Do you track the history of metadata values (e.g. product names)? If so, how?

• Are team sites required to add metadata to their documents? What happens when a team site is retired and some of its content is migrated to a permanent library or site?

• What has been your experience in managing metadata for two merged organizations (last year HP acquired EDS)?

• What has been your experience in outsourcing metadata work to another country?

• How does the metadata updating process affect system performance?

• Who's responsible for updating enterprise and domain-specific metadata fields and values? What kind of experience do they have? What training and support services do you give them?

• Have you evaluated commercial, off-the-shelf metadata management tools? What did you think of them?

• What features would you like to see added to your in-house SharePoint metadata management tool?

FORMAT
The format is teleconference. Participants will receive a list of attendees, a password to access a list of members-only background articles on the Montague Institute Web site, and a toll-free phone number to join the teleconference.

COST
$400 per person (members), $650 per person (nonmembers). Nonmembers who register for this roundtable automatically become members of the Society of Knowledge Base Publishers.

DATE, TIME
July 22 , 2009, 11:00 am - 2:00 pm Eastern, 8:00 am - 11:00 am Pacific

REGISTRATION
To register, call (423) 968-5584. We can email a pro forma invoice, and we accept Mastercard, Visa, American Express, Discover, and Diner's Club. Regardless of method, we must receive payment prior to the event.

Created on April 27, 2009 l Updated on May 7, 2009


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