Using Social Media to Drive Metadata Optimization
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Using Social Media to Drive Metadata OptimizationChristian Buckley, SharePoint MVP
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Using Social Media to Drive Metadata Optimization
What we’ll cover today:
• What changes are happening in SharePoint around the way social is used
• Why social is business critical
• Avoiding Dan Usher
• Options for improving metadata optimization
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AboutChristian Buckley, Director of Product Evangelism at Axceler
• Microsoft MVP for SharePoint Server
• 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 E2open, helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita, Cisco, 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: [email protected]
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Get the Book
Just released from Microsoft PressOrder your copy at http://oreil.ly/qC4loT
Tackle 10 common business problems with proven SharePoint solutions• Set up a help desk solution to track service
requests
• Build a modest project management system
• Design a scheduling system to manage resources
• Create a site to support geographically dispersed teams
• Implement a course registration system
• Build a learning center with training classes and resources
• Design a team blog platform to review content
• Create a process to coordinate RFP responses
• Set up a FAQ system to help users find answers quickly
• Implement a cost-effective contact management system
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About Axceler
Improving Collaboration since 2007Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms
Delivered award-winning administration and migration software since 1994, for SharePoint since 2007Over 2,000 global customers
Dramatically improve the management of SharePoint
Innovative products that improve security, scalability, reliability, “deployability”Making IT more effective and efficient and lower the total cost of ownership
Focus on solving specific SharePoint problems (Administration & Migration)
Coach enterprises on SharePoint best practicesGive administrators the most innovative tools availableAnticipate customers’ needsDeliver best of breed offeringsStay in lock step with SharePoint development and market trends
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Myth #1
Using SharePoint social features out-of-the-box (OOTB) will provide everything your team needs to improve search
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Myth #2
Metadata within SharePoint is improved simply by using search
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Myth #3
Peanut butter-coated bacon, dipped in chocolate, is too much of a good thing
This is a FALSE notion…but also irrelevant to this presentation.
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What has changed with SharePoint in 2013?
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SocialFeatures
• Community• Social tagging• Easily share content
and activities• Follow documents,
people, sites, tags, and activities
• Improved activity streams
• Improved My Sites• Save locally
Benefits
• Build more robust metadata• Make content more findable• Link people, teams, content
and activities
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SearchFeatures
• FAST integration• Hover panels• Search by metadata• Search result
customization• Improved analytics
Benefits
• Manage user permissions• Comprehensive security
reports• Recommendations for
permissions clean up
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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 workstreams, but in ensuring productivity when moving between workstreams
A major aspect of SharePoint 2013 is improving end user productivity – primarily through social experiences
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The latest productivity solutions support the introverts among usThey provide asynchronous connections
Social networking platformsWikisWorkflowsEmailMySites
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Why focus on Productivity?
To simplify the interface into SharePoint
To better align end user activities with the needs of the business
To better streamline business processes
To get more out of SharePoint
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Faster employee on-boarding and training
More business output
More usage of the platform
Faster realization of the financial investments you’ve made in SharePoint
The result?
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"The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency."
~ Bill Gates
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Improving Productivity
Four key facets of improving productivity in your SharePoint environment:
WorkflowFormsTaxonomySocial
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Search is hard
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“Social is just another layer of the search experience.”
Who said this?
this guy
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Email Cell Twitter [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
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Email Cell Twitter [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
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A Needle in a HaystackU
sers
TeamsCorporate Departments
Empowerment
My Site
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How social improves search
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Email Cell Twitter [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
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Email Cell Twitter [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
FriendFace!
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Email Cell Twitter [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
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• Book title• Author• ISBN• Publisher
• Name• Account
Number• Credit Card• Social Security
#• Billing Address
• Device ID• Email• Software
version
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Email Cell Twitter [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
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• 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
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Expanding your TaxonomyContext is important.
Taxonomy is important.
Metadata is important.
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• End user-generated keywords• Personally applied tags of
pages and objects to content you discover, consume
• Generally applied through social interactions
What is folksonomy?
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Understanding folksonomy
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• 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.
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• 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?
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Taxonomy• Paper• Airplane• White• Toy
Folksonomy• Paper• Flight• Airplane• Design• White• Toy• Origami• Technique• Distance
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taxonomy
folksonomy
Opportunity to improve global search
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AdvantagesIntegrated into SharePoint
Can be extended (social tools providers)
DisadvantagesRequires social interaction
Improved filtering needed
Need more display/sharing options
Requires ongoing management (governance)
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Example of Social and Folksonomy at Work
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Two documents are added to SharePoint
• Taxonomy applied• Folksonomy (tags)• Social dialog• Shared• Liked• Rated
• Taxonomy applied
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How does all of this help you optimize your metadata?
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Bing vs. Google
Bing offers the better user experienceThe algorithm improves as people use itLikewise, metadata is improved in SharePoint when people interactSharePoint metadata is optimized based on
DataUsage patternsTrendsFolksonomy
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In Conclusion…
That’s it.My long-winded way of telling you to use the social tools in SharePoint.
Social = good
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Other Options
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Other Options for Improving Metadata Optimization
GamificationAdoption StrategyTaxonomy StrategyBuilding with Purpose (know your requirements)
Thorough Change Management Processes
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The Challenge of End User Engagement
Technology acceptance model, shared by Jussi Mori at Peaches Industries @JussiMori
External variables
Perceived
usefulness
SimpleTo use
Personalattitude
Intention to use
Actual system
use
The Gamification influence point!
Source: Technology Acceptance Model (TAM) by Fred Davis 1985
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Gamification in SharePoint
For SharePoint
URL: http://bit.ly/XB9nqx
Track and reward user behavior:• Document Management (Creating
and Contributing)• Creating, editing, or contributing
to a wiki page• Starting or participating in a
discussion thread• Posting a comment on content
(docs, wikis, blogs, discussion threads)
• Viewing pages• Rating content• Voting on content• Tagging content• Employee collaboration
(Slide by Jussi Mori @JussiMori)
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Moving Forward
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Are you optimized for search?
Have you adopted a metadata strategy?
Have you developed a social strategy?
Do you have executive buy-in?
Have you established a cycle for continuous improvement on what you’ve already built?
Areas for initial focus
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Thank you!
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Contact me
Order your copy at http://oreil.ly/qC4loT
Christian [email protected]+1 [email protected] 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* Managed Metadata in SharePoint 2010, Scott Singleton http://slidesha.re/hNPeAQ* The Battle for Metadata in SharePoint 2010, Michal Pisarek http://bit.ly/g7vFWN * 5 Steps of a Successful SharePoint Site Transformation http://bit.ly/eB6qbN * Creating Passionate Users, Kathy Sierra http://headrush.typepad.com/