Publications
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Creating
and using business taxonomies
See also Courses
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This Web-based
course is a hands-on introduction to metadata management and integration in content management systems such as SharePoint 2010. Using texts, examples, supervised
activities, and an online Lab area, you'll create a controlled vocabulary,
thesaurus, A - Z index, and topic hierarchy and see how they are used in a pilot SharePoint site.
WHAT YOU WILL LEARN
At the end of the course, you should be able to:
- develop a plan for analyzing content
and user needs;
- define a domain and formulate goals for taxonomy
development and deployment;
- create a basic vocabulary of terms, hierarchy
of categories, and thesaurus;
- import and interface your taxonomy with SharePoint 2010.
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WHO SHOULD TAKE THIS COURSE
This course is designed for Web site publishers, content owners, knowledge
managers, technical writers, e-commerce managers, editors and others who
want to learn how to define the requirements for increasing information
productivity. We recommend that an interdisciplinary team
of two to four people take the course together.
TECHNICAL REQUIREMENTS
You'll need Internet access and a Web browser.
COURSE FORMAT
The course is conducted via teleconference,
e-mail, and the Web.
COURSE OUTLINE
Section 1: How SharePoint stores and exposes metadata
Overview of taxonomy applications and functions,
characteristics of business taxonomies; components of the SharePoint search system.
Section 2: Planning tools, techniques, and tips
How to analyze user needs, identify necessary content and metadata, plan SharePoint term sets.
Section 3: How to import create the taxonomy infrastructure
How to create a thesaurus in an external metadata repository, export a topic hierarchy and controlled vocabulary for import into the SharePoint term store management tool, how to use the Term Store Management Tool, how to define list/library columns using managed metadata.
Section 4: How to use SharePoint managed metadata
How managed metadata is exposed and used in document tagging, people and content search results, list/library filtered search, the SharePoint Web parts, and navigation.
Section 5: Integrating an external metadata repository
How to eliminate manual Best Bets entry, display an A - Z index and thesaurus relationships, and search an external metadata repository from within SharePoint.
Section 6: Customizing search
How to add and remove properties from Advanced Search and People Search; how to change the data in the search results item summary; how to use custom scopes to target specific audiences, how to add and remove items from the search results refinement panel.
Section 7: Testing and metrics
How to test and measure the effectiveness of the SharePoint search system.
Lab
The course requires you to select a project and gather Lab data for a real-world application. The instructor will help you select and define your project, assemble required data, and assist you in using a private, passworded work area in the Web-based Lab. Communication with the instructor is via phone and e-mail.
At the conclusion of the course, the instructor will help you identify lessons learned. Your Lab data can be exported and saved as an Excel file. After exporting, it will be permanently deleted from our server unless you arrange for long term hosting. You have 60 days to complete the Lab portion of the course.
ABOUT THE INSTRUCTOR
Jean Graef is a "boundary spanner"
with an interdisciplinary background as a manager, entrepreneur, librarian,
programmer, and journalist. She has been developing and conducting seminars
on cutting edge information topics since the early 1980's.
DATE & TIME
You can start the Web course at any time and proceed at your own pace.
You do not have to wait for a class to form. The amount of work involved
is roughly equivalent to a semester's course at the graduate level. Most
people can complete the course in three to six months. To minimize the
time commitment without compromising the educational experience, you can:
- take the course as an interdisciplinary team;
- narrow the scope of your Lab project;
- extract data from existing corporate systems when
possible;
- submit Lab data on Excel worksheets for importing
instead of manually entering Lab data;
- build on data structures created in previous Montague
Institute courses.
INSTRUCTIONAL OPTIONS
This course can be taught by one of our
instructors on site at your facility (minimum 6 participants) or you can
become licensed to teach the course as a Montague
Fellow in Knowledge Base Publishing.
COST
Entire course: $3,250 per person (nonmembers),
$3,000 per person (members of the Society of Knowledge
Base Publishers).
HOW TO REGISTER
Call (423) 968-5584 to request a pro forma invoice or provide a credit
card number (we accept Visa, MasterCard, American Express, Diners Club,
and Discover). Payment must be received before your start date.
Created on July 1, 2011 | Updated on
January 7, 2012
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