Share point saturday 2014

How to get users to love metadata

Our Problem

Our problem

Am I wrong?

We love metadata

Why we love metadata

Hi Metadata

Why we love metadata

Why users don’t

Why users don’t

Confused?

Change

Something must change…

Fail!!!

FAIL!!! Learning

Change = Learning

Reframing

Reframing the old to match the new

Folders

Reframing folders

Enterprise

Our folders

Our folders

Team documents

Team documents

Structure

Team

Documents

Research

ReportsContracts Working area

Structure / Collaboration

• Moderatly structured

• Used for reference only

• Usually ‘archive’ type information

• Metadata used to refine search results

• Very low collaboration

Research

Reports

• Highly structured

• Metadata used to quickly find results

• Low to medium collaborationContracts

• Very unstructured

• Very high collaboration

Working

area How much?

How much metadata do we need?

Research

Reports

• Some

Contracts

• A lot

Working area

• Little to none

Fits all?

Folders > Metdata

Translating folders to metadata

Team

Documents

Research

ReportsContracts Working area

Our Metadata

Our libraries, columns and content types

Belong to us?

Reports

Research reports

Folder horizontal Column name

Level 1 Year

Level 2 Archived (yes/no)

Contracts

Research

reports

2010 2011 2012 Archive

2009 2008

Contracts

Folder horizontal Column name

Level 1 Year

Level 2 Client name

Level 3 Signed (yes/no) Working docs

Contracts

2013 2014

Client C

Signed Unsigned

Client D

Signed Unsigned

Working documents

Folder horizontal Column name

Level 1 Documents type?

• Personal document

• Template

• MinutesDone?

Working

Area

Jan’s folderMinutes of

meetingMore stuff

Peter’s

folder

Another

messy folderTemplates

Minutes PDP

Done right?

Cute…………

Resistance

Remember these?

Tools

The best tool for adding metadata

Lol

Defaults

Defaults

Defaults, defaults, defaults!!

Ain’t easy

Fast forward

Fast forward…

KISS

Cool tricks

Cool tricks

Not bad

Q&A

Questions?

Well done

Thanks

THANK YOU

Backup slides

Backup: Change curve/Grief curve

Shock

Anger

Denial

Doubt

Apathy

Acknowledgement

Exploring

options

Acceptance

and transition