Friday, January 23, 2015

How to import a taxonomy into the SharePoint term store

SharePoint Managed Metadata Question of the Week Each week we will be featuring an audience question from WAND's recent webinar, "Managed Metadata 101: Taxonomies and Tagging in SharePoint," and sharing the answer with our blog audience.

This week's question is: "How do you import a taxonomy into the SharePoint term store?"

Answer: Taxonomies (or term sets as SharePoint calls them) can easily be imported into SharePoint 2010 or SharePoint 2013 from within the term store.  To get the appropriate import format, you can  download a sample file directly from SharePoint term store. Once you are in the term store (accessible through Central Administration or through Site Settings), you should first click on the Managed Metadata Service on the left hand panel in the term store. Then, on the right hand panel you will see a link called “View a Sample Import File” where you can download a file that is in the correct format.  This file can be edited or used as a model to create your own import format.

If you are looking for a different example, you can download a free SharePoint Taxonomy from WAND. The WAND General Business Taxonomy has a starter set of terms for HR, Accounting and Finance, Sales and Marketing, IT, and Legal and is downloadable in SharePoint import format.

WAND Taxonomies cover a wide variety of industry vertical topics and nearly every business functional area.   Each taxonomy can be downloaded in SharePoint term store import format.

Wednesday, January 21, 2015

WAND Oil and Gas Taxonomy

We are proud to announce the release of our brand new Oil and Gas Taxonomy.  The WAND Oil and Gas Taxonomy contains 1513 terms with 270 synonyms and includes both upsteam and downstream topics for the oil and gas industry including exploration, drilling, petroleum recovery, refining, gas processing, geology, equipment and supplies, environmental, safety, and more. 

WAND Oil and Gas Taxonomy
The oil and gas industry has been proactive in implementing ECM solutions; WAND's Oil and Gas Taxonomy is a terrific high quality pre-built taxonomy that can jump-start tagging of oil and gas related documents.  The taxonomy covers important petroleum and natural gas industry processes, topics, functions, and business areas.

This Oil and Gas Taxonomy can easily be integrated into the term store as managed metadata for a SharePoint 2010 project or in Oracle UCM, Documentum, MarkLogic, or any other application that supports use of taxonomy.

WAND Oil and Gas Taxonomy helps tag
oil and gas documents with relevant industry metadata

If you have an ECM project and you understand how important taxonomy is, using a pre-built foundation taxonomy is always a smart way to get things started.  Instead of starting from scratch, start with something that can be customized for your business and that gives your key stakeholders something to touch and feel when they give feedback about what is important to them.

As always, if you'd like to take a look the WAND Oil and Gas Taxonomy or at any of the WAND Taxonomies available, please contact WAND and we can set up a demo.

The WAND Oil and Gas Taxonomy is available to all subscribers to the WAND Taxonomy Library Portal.

Tuesday, January 20, 2015

Taxonomy: Buy or Build?

Any information architect, ECM manager, or CIO who is investigating taxonomy for the first time will inevitably reach a decision point: do I buy a taxonomy or do I build a taxonomy?

Each company has a lot of proprietary terminology that is unique to its business. This terminology needs to be included in a taxonomy, and you won't be able to find one off the shelf that is ready to go. However, that does not mean you should start from scratch. Building a taxonomy from scratch requires several ingredients:

1) Taxonomy expertise. A finished taxonomy may look simple, but this is because it was developed by somebody trained in the art. Building a taxonomy entirely from a blank slate requires knowledge of taxonomy techniques, and also awareness of the pitfalls that can be encountered. A poorly constructed hierarchy may confuse users more than help them find documents.

2) Time. Taxonomy projects can often take many months with only a few hundred terms to show for it. We've seen a lot of projects get caught up in internal committees and politics. Can you afford for your overall information project to be delayed several months waiting for a taxonomy that everybody agrees upon? Further, there can be a tremendous amount of internal time used in committee meetings. This is a soft cost that can add up very quickly.

3) Taxonomy management software. To construct a taxonomy from scratch, it is wise to invest in a taxonomy management tool. This software will help you create relationships between terms, add synonyms, follow naming conventions, and more. Many companies may just try to maintain a vocabulary in Excel, but that can result in confusion and is not optimal for governance.

4) Cross-Departmental agreement. Starting from scratch has the unique problem that every department, and people within the same departments, may think of the world differently. With no pre-conceived structure for what a taxonomy may look like, team members may all be pulling in separate directions. A pre-built taxonomy provides a common conceptual starting point for everybody.

On the other hand, a good pre-built foundation taxonomy can rapidly accelerate the development of your corporate taxonomy and save a lot of headaches and heartaches. By starting with something that gets you 75-80% of the way towards completion, your development efforts can be focused on adding high value terminology, not on setting up the basics. Consulting services can help you get this terminology added, but you will not have to use as many consulting hours as you would if you were starting from scratch. Finally, your information architecture project using taxonomy can be launched months faster than otherwise would have been possible if starting from scratch. By selecting a relevant pre-built foundation taxonomy, supported by a targeted customization project, you can have a high quality, relevant taxonomy much more quickly.
The WAND Taxonomy Library Portal gives an organization access to taxonomies covering nearly every industry and functional topic and is a great tool for an organization investing in taxonomy to improve information organization.

Monday, December 8, 2014

See you in Chicago at SharePoint Fest

SharePoint Fest Chicago is December 9-10 in Chicago and WAND will be there! If you are attending be sure to check out our presentation on Wednesday morning at 8:30-9:40   "Managed Metadata 101: Taxonomy and Tagging in SharePoint".

Wednesday, November 5, 2014

WAND Drug Development Taxonomy Just Released!

The development of a new drug is a behemoth undertaking.  It includes identifying a lead compound, completing the clinical trials process, and obtaining regulatory approval.  The average time it takes to develop a drug is 12 years.  The new WAND Drug Development Taxonomy is designed to provide anyone involved in the development of new medicines the ability to tag and organize the enormous number of documents generated during this process.  This taxonomy provides a strong foundation of 1838 terms and 1910 synonyms and it can be customized to include terms specific to the drugs that are currently being, or have been, developed.

The WAND Drug Development Taxonomy covers the process of bringing a new drug to market.  Higher level terms include Discovery, Development, Drug Application Types, Drug Approval, Drug Development Agreements, Research Funding Sources, and U.S. Food and Drug Administration.

The taxonomy also includes the topics of Pre-Clinical Development, Clinical Development, all phases of the Clinical Trials, Pharmacogenomics, Pharmacovigilance, Pharmacokinetics, and Pharmacodynamics.

Use the WAND Drug Development Taxonomy to better organize data and content as you navigate the path of inventing and developing a safe and effective new drug.

The WAND Drug Development Taxonomy, as with all WAND Taxonomies, is available by itself or as part of the WAND Taxonomy Library Portal.

Tuesday, October 7, 2014

Expert System and WAND Partner for a More Effective Management of Enterprise Information

BARRINGTON, ILLINOIS--(Marketwired - Oct. 7, 2014) - Expert System US, Inc., a leader in semantic technology, and WAND, Inc, the leader in the development of enterprise taxonomies, today announced a partnership that will enable businesses to implement a simpler, more accurate organization of data and documents.

Making internal and external information more "findable" allows enterprises to be more innovative, to manage the relationships with their customers more effectively and to minimize operational risks. In summary, to make them more competitive. Expert System and WAND will increase the findability of information by effectively integrating the three most important steps in the content management process:
  1. Taxonomy selection: WAND offers the biggest library of out-of-the-box taxonomies available on the market today. By selecting one of the available sector specific taxonomies, customers can speed up significantly their implementation time without compromising their specific classification requirements.
  2. Automatic Classification based on the selected taxonomy: once the customer chooses the taxonomy, Expert System makes a full set of tools available to define the semantic based categorization rules and the engine that enables the automatic categorization of all the enterprise content.
  3. Native integration with the most common document and collaboration systems, including Microsoft SharePoint.
The combination of the strengths of each company, on one side WAND's unique expertise in the development of enterprise taxonomies and Expert System's Cogito on the other side with its unique capability to analyze written text based on the comprehension of the meaning of each word, not only ensures the highest quality possible, but also opens up the opportunity to tackle the complexity of enterprise information management. With this new joint offer, companies will finally have full support for a faster and flexible information management process and immediate access to strategic information.

About Expert System
Expert System is a leader in semantic technology and the creators of the patented Cogito semantic technology. Cogito is based on an advanced semantic analysis engine and a complete semantic network, enabling the deep understanding of any type of text with speed and precision. Cogito exceeds the limits of conventional keyword technology and provides more effective management of the growing volume of information companies manage, turning it into accessible, usable knowledge.

The products and solutions based on Cogito offer a complete set of features including: semantic search and natural language search, text analytics, development and management of taxonomies and ontologies, automatic categorization, extraction of data and metadata, and natural language processing.

Expert System is headquartered in Chicago, with locations in Menlo Park, California and Washington, D.C.

About WAND, Inc.
Since 1983, WAND has developed multi-lingual taxonomies to improve the way our clients search and organize unstructured and semi-structured information. WAND is the premier source for industry vertical taxonomies, business taxonomies, and specialty domain specific taxonomies. The breadth and coverage of WAND's taxonomy library is unmatched, and, for years, WAND Taxonomies have been used by thousands of companies around the world to organize information.

Applications where the WAND Taxonomies are being deployed include enterprise content management, e-commerce, spend analysis, enterprise search, behavioral targeting, big data, text analytics, business intelligence, semantic technologies, local search, online yellow pages, and business directories.

WAND's taxonomy professional services practice offers taxonomy development and customization, taxonomy mapping, and data classification services. Our professional services team makes sure that our clients are successful when deploying taxonomies.
WAND is headquartered in Denver, Colorado.

Thursday, September 18, 2014

See you next week at SharePoint Fest Denver

In less than one week, we'll be exhibiting at SharePoint Fest Denver on September 22-24 at the Colorado Convention Center.   

Come by our booth and see the WAND Taxonomy Library Portal for SharePoint  and talking about how WAND is helping our customers speed up the process of bringing high quality taxonomies into the SharePoint term store.

Hope to see you there!