The following are session notes from SharePoint Conference 2009:

  • Presenter: Daniel Kogan – Sr Program Manager, Microsoft
  • Metadata and management content types are really about governance, management consistency and standardization: Is it the same, what is it? Where is it? What happens to it?
  • Content types are no longer trapped in a site collection. In SP210, they can apply to the entire enterprise.
  • Example: If all blog posts use the same content type, and there is a retention policy applied to the blog post content type, that retention policy will automatically apply to all blog posts across the enterprise.
  • Any errors associated with site collection being unable to consume a published content site will be aggregated at the content type hub.
  • The Enterprise Metadata Service publishes enterprise content types and the managed enterprise taxonomy.
  • You can tag content through the browser, rich Office client, or through custom/3rd party applications.
  • The Managed Keyword field dynamically checks existing terms, makes suggestions, and may allow for adding new terms.
  • Example: You set a managed metadata field for months of the year, to ensure that the month format is consistent throughout the enterprise. The managed metadata field is created, and associated with the enterprise month default label. You can also associate "other potential labels." Now, when a user is filling out the Month field, they could enter "3" or "Mar" or "March." However, the managed metadata field will ensure that the value is consistent set to "March" across the enterprise. You can also enforce the sort order of metadata so that March is always listed before August.
  • Microsoft provides an Excel-based schema that so you can easily import your term set into SharePoint.
  • You may distribute ownership of portions of the enterprise taxonomy – term stores.
  • The taxonomy hierarchy is available in the column filtering dialog.

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