The five p’s of SharePoint taxonomy governance. Mike Doane Term Management, LLC t erm-management.com. linkedin.com/in/mikedoane. The five p’s of SharePoint taxonomy governance. Purpose, People & Processes, Policies & Procedures.
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The five p’s of SharePoint taxonomy governance Mike Doane Term Management, LLC term-management.com
The five p’s of SharePoint taxonomy governance Purpose, People & Processes, Policies & Procedures
Able to create many taxonomies for use across multiple business units or areas of a company
All of this is better enabled by controlling the Term Store with governance
Taxonomy Governance - purpose • Why bother doing it? • Need to control a ‘controlled vocabulary’ • Can integrate with overall SharePoint governance • Ensures consistency with search and navigation • Reassures users that they’re accessing all the relevant content that they can/should see • Provides a way to present consistent experience to employees • Not maintenance, but governs processes like maintenance
Governance – people & processes • Users • Contribute tags • Suggest new terms • Term usage • Taxonomist • Use editorial processes • Maintenance over time • Scale and growth • Works with business units • Day to day control • Committee • Usually meet twice a year • From many different business units • Approve changes to taxonomy processes • Community • Business Analyst • SEO Guru • Marketing Specialist • Search Consultant
Governance – policies & procedures • Why you need Polices & Procedures? • Provides way to control changes • Gives taxonomist way to mediate differences of opinion • Integrates into larger SharePoint governance • Allows way to separate editorial/semantic processes from technical processes • How to set up your own P&P • Use existing polices from SharePoint governance • Start with set of 10 basic polices
Conclusion – Taxonomy Governance • Using the Term Store is an excellent way to extend SharePoint capabilities • Search, navigation, other ways to integrate taxonomy into SharePoint sites is valuable • Needs governance to prevent typical ‘growth without control’ issues that burden a SharePoint implementation • Provides guidance to non-experts in taxonomy work • Ensures curated growth of taxonomies across all of company
Managed Metadata 201: Advanced Taxonomy in SharePoint Wednesday July 23 at 11:00 AMManaged Metadata 301: Taxonomy Governance and Term Store Custom Properties in SharePointWednesday July 30 at 11:00 AMGo to: WANDinc.comto register Free Upcoming Webinars:
Mike Doanemike.firstname.lastname@example.org Thank You!