Mike Doane, an acknowledged subject matter expert on SharePoint, Managed Metadata Services (MMS), the Term Store, and taxonomy authored a pair of video tutorials for SharePoint 2010 demonstrating how to build taxonomies in SharePoint 2010. The first of these is titled Building Taxonomies in SharePoint 2010 – Part One. Any subscriber to SharePoint-Videos.com can access both of these video tutorials as often as required for unlimited viewing privileges. Both videos are also included in a specialized training set, “DVD”, titled SharePoint 2010: Taxonomy Management.
As is hopefully clear from the image above, the Term Store feature of SharePoint Online, Office 365, looks very much the same as the SharePoint 2010 feature of the same name. So these video tutorials should be on the short list of “must watch” video training content for any team of SharePoint users planning a compliance reporting application for SharePoint 2010, or SharePoint Online, Office 365.
As we make clear in this pair of video tutorials, and frequently throughout several other sets of training content we’ve recently published (on Records Management, Search and more), working with the Term Store, MMS and taxonomy are all close to the core of the types of activities users will want to master if the objective is to deliver enterprise document and content management from SharePoint.
The range of benefits delivered by equipping SharePoint with a relevant taxonomy for a business, or an organization, is certainly very broad. Just to name another, consider how the task of gathering data useful for business intelligence gathering activities is simplified and streamlined when custom Terms, and Term Sets have been grouped in an appropriate manner to accurately represent a specific organization or business. Once the right data has been collected and sorted by internal department and/or function, the job of fine tuning business operation should be easier, as well.
Most proponents of adding a Governance policy for SharePoint are also enthusiastic of equipping the implementation with a useful taxonomy. So any organization opting for this route will be in good company with the likes of Susan Hanley, Christian Buckley, Ruven Gotz, and their peers.
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