SPC2011: Best Practices from the Field: Managing Corporate Metadata and Taxonomies

Notes from the SharePoint Conference 2011
Session:  Best Practices from the Field: Managing Corporate Metadata and Taxonomies
  • Terms – max: 7 levels deep
  • managed metadata can be imported
  • Content Type Syndication (this is new) – federated service for reusing content types across the enterprise
  • Design Best Practices

– define purpose of taxonomy
– avoid deeply nested taxonomies: start with 2-3
– do not underestimate the time for prep

  •  Technical

– Translate business requirements to sharepoint capabilities
– understand limits (max level = 7, max term sets in term store = 100, max terms in termset = 30,000, max terms in term store = 1,000,000)
– multilingual consideration

  • Business Best Practices

– Identify ownership
– Keep it simple
– factor ongoing maintenance
– identify change control protocol
– define governance

  • Challenges: Life science area

– complex process to ensure traceability for FDA audit
– patent expiration
– drug discovery
– account for regulatory compliance and record retention

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