Thursday, December 1, 2011

Legal Taxonomy now available from WAND

Our taxonomy team has just completed the most recent addition to the WAND Taxonomy Library with the release of the WAND Legal Taxonomy.

The Legal Taxonomy includes 745 terms, with 136 synonyms, designed to help a company or a law firm organize legal documents and concepts including matters, area of law, legal document types, and more. 

WAND Legal Taxonomy
Adding relevant legal metadata to documents in your ECM system, be it SharePoint, Oracle UCM, OpenText, or any others that support taxonomy, is a great way to enhance and improve search inside of your organization.

If you are a law firm or a legal department that is looking at creating an enterprise taxonomy, this taxonomy can dramatically increase the speed at which you can start.

The WAND Legal Taxonomy is available by itself or as part of access to the WAND Taxonomy Library Portal

Thursday, November 17, 2011

Image and Data Manager in Australia mentions WAND Taxonomies and DataFacet

Thanks to Image and Data Manager ( in Australisa for the nice article about WAND Taxonomies for SharePoint 2010  and DataFacet Automatic tagging engine for SharePoint 2010

As mentioned in the article, and for our friends in Australia, DataFacet will be featured at the Share 2011 conference in Sydney on November 28-29th at the PowerMark stand.

Monday, October 24, 2011

WAND Mining Taxonomy Released

I am happy to announce that we've added another major taxonomy to our library. Today, we are officially releasing our new Mining Taxonomy, with 900+ terms and 200+ synonyms covering most major mining business processes including exploration, extraction, extractive metallurgy, geology, and more.

We've spoken to a lot of mining companies who have downloaded the WAND General Business Taxonomy, but until now, the only solution we had was about 100 mining equipment and supplies terms. This was an okay start, but not nearly extensive enough to help a mining company tag all of the different documents that may need to be searched and organized. So, we wanted to build something that was complete and comprehensive for all facets of a mining organization's business.

This new mining taxonomy taxonomy is ideal for a mining company who may have a content management project including in SharePoint 2010, Oracle UCM.

Want to take a look? Send me a note to: mleher at wandinc dot com

Friday, September 23, 2011

WAND Manufacturing Taxonomy Now Available

WAND's product and service taxonomies cover all the types of products that a company may make. We have coverage of products for every industry and any company.

WAND Manufacturing Taxonomy

Now, we have developed a manufacturing taxonomy to cover topics about how products are made. This taxonomy is ideal for any company with a document management project, perhaps in SharePoint 2010 or Oracle UCM, and needs to tag these documents based upon manufacturing processes or concepts.

Initial feedback on this manufacturing taxonomy, which has nearly 450 terms, has been terrific. The manufacturing taxonomy covers manufacturing processes, quality control, manufacturing sales, manufacturing accounting, engineering and design, planning, and more. One client who reviewed this taxonomy commented that it could be combined with the WAND IT Department Taxonomy to create a product development taxonomy.

We're very excited to be offering this new taxonomy. Want to take a look? Send me an email at mleher at wandinc dot com

Wednesday, August 31, 2011

Managed Metadata in SharePoint 2010

I came across this training video about how to use Managed Metadata in SharePoint 2010 from the Microsoft Developer Network site.  This is a 20 minute video and worth watching from anybody who is doing content management inside of SharePoint 2010.

A few key highlights:

- Ability to define and share content types enterprise wide from a single site collection. Local content types can still be created and can inherit from enterprise content types.

- Browse and filter content inside of document libraries using the taxonomies with the metadata navigation features.  This can help eliminate the need for folders in SharePoint 2010. 

- Ability to create managed term sets at the site collection level when adding a new managed metadata column to a library

Overall, this is a great primer.

Monday, June 13, 2011

Need a taxonomy for an IT department?

WAND has just completed the first build of an information technology taxonomy, with over 1,700 categories to help an IT department organize its content. 

WAND's new IT Administration Taxonomy (is that the right name for it? I'm not yet sure) includes commercial software packages, programming languages, IT certifications, IT administration processes, and more.  The taxonomy is ready for import into SharePoint 2010 term store or any other ECM software environment that can  leverage a taxonomy, such as Oracle UCM.

We have talked to hundreds of customers who are working on ECM implementations, particularly SharePoint 2010 conversions.  Many of these customers have information technology documents that needs to be tagged and searched.

We created this taxonomy to fill this niche and help IT departments jump-start an ECM taxonomy project.  Reach out if you'd like to see a demo of this taxonomy.

Friday, May 20, 2011

WAND Partners with SAS to power Classification Taxonomy Rules Kits

The WAND Taxonomy are now featured in a new offering from SAS.  SAS's Industry Taxonomy Rules starter kits help power more efficient classification inside of SAS Enterprise Content Categorization. 

We are very pleased to be working with SAS.

Friday, April 15, 2011

Managed Metadata, Taxonomy, and Collaboration Features in SharePoint 2010

Previously in this blog, I've discussed the basic managed metadata capabilities in SharePoint 2010, that is, the ability to import taxonomies into the SharePoint 2010 Term Store and then tag documents with metadata from these taxonomies in a managed metadata column by browsing through the taxonomy hierarchy or using the type-ahead search feature. Once documents are tagged users can then browse through document libraries or filter through search results using the managed metadata tags.

Managed metadata can be used in many other ways in SharePoint 2010 as well. Today, I wanted to discuss the way managed metadata and taxonomy can power social features and collaboration in SharePoint 2010. 

Term sets can be accessed from other areas besides managed metadata columns.  First, let's look at the "Tags and Notes" button in the upper right hand corner of screens in SP2010.  Here, I have selected a paid time off form that WAND uses internally and loaded into SharePoint 2010.    I was able to add two tags that are from the General Business Taxonomy which I have loaded into the term store, but I was also able to add my own keyword "Documents I often use" which will go into Sharepoint as a metadata keyword and will also appear on my user profile. This shows how users can take advantage of a combination of managed term set tags as well as their own social or folksonomy tags.  If I choose to make these tags public, then other users will be able to search by these as well and even apply the tag "Documents I often use" to documents that they want to tag.  I can also make some reference notes about the document on the "Note Board" that others can see.

Once I've tagged a document in "Tags and Notes", I can click on "My Tags" and it takes me to my profile where I, or other colleagues, can see all the documents that I have tagged with managed metadata or with metadata keywords.    You can see that a tag cloud has been started to show the tags that I've used most often, in this case, Human Resources.  This gives people a pretty quick view on the types of documents that I'm particularly interested in. There is an activity flow on the right that shows the types of documents I've tagged most recently. I can filter this activity flow using the tags that appear in my tag cloud.

Once great feature of SP2010 is the ability to tag pages on the general web with managed metadata and managed keywords.  Below, I've tagged an article on Yahoo! about a baseball game using managed metadata from the WAND News Taxonomy.    You could imagine finding an interesting article about an important topic to your business and tagging it with a managed metadata term.  This allows me to keep track of items that are important to me, but also to share and expose them with my colleagues.

Now, by clicking on the overview tab, we see how my profile summary will look to the organization. You can immediately see that I have tagged myself as and expert in the managed metadata tags "Human Resources"  and "Long Term Disability". 

This is a powerful feature that allows everybody in the organization to claim their areas of expertise and make themselves easily available as a resource for answering questions about that topic.  

Here, managed metadata truly drives collaboration by connecting the experts in an organization with the people who need their expertise.

Finally, each individual managed metadata term has it's own profile page where users can see document that have been tagged to that term. Users can list the tag in their own profile as an interest or list the tag as an area of expertise on their profile.  A user could also see what other people may be following the same tag, providing another means to connect  up with others in the organization.

The collaboration and social features in SharePoint 2010 can be extremely valuable for sharing information and ideas inside of an organization.  These features also further underscore the value of taxonomies and managed metadata.   By deploying normalized managed metadata tags based on controlled taxonomies, you can ensure that people are using the same terms to assign tags based on product names, department, subject area, or other taxonomy areas. For example, without a managed term set, you may have one expert tagged to HR, one expert tagged to Human Resources, and one expert tagged to "Employee Issues".  This would act as three different tags when there should only be one.   Or, if one tag is LTD and another is Long Term Disability, then a user expressing interest in one of these tags would miss out on all the documents associated with the other version. 

As always, WAND has a large library of pre-built taxonomies and professional services to help your organization get started with a managed metadata initiative in SharePoint 2010.

Wednesday, March 2, 2011

How to use taxonomies and taxonomy metadata in Sharepoint 2010 - Content Organizer

The Sharepoint 2010 term store has done a terrrific job of raising awareness of the value of taxonomy for organizing enterprise information.    Once people are aware of taxonomy, how can they use it?  I've discussed the basic applications on this blog already.  Taxonomy and the managed metadata feature makes a huge step forward for tagging documents in Sharepoint and for providing sophisticated left hand filtering and navigation through search results.

A more sophisticated tool in Sharepoint 2010 for leveraging managed metadata is the Content Organizer feature.   You can read the details at the link just provided.  The high level is that the Content Organizer feature can be used to trigger actions or workflows based upon certain managed metadata tags being applied to a document.  For example, a document could be routed to a certain folder based upon the tags that are applied. This removes the users burden of placing documents in the correct place - the user only needs to check the document in to Sharepoint and the Content Organizer takes care of the rest.

Content Organizer is a feature worth knowing about.  The more you can automate and take tagging and organization out of the hands of the end users (who will resist doing this work anyway), the better your Sharepoint environment is going to be.

Tuesday, February 1, 2011

List of Taxonomies for Sharepoint 2010

I've had several postings about taxonomy for Sharepoint 2010 but I wanted to make sure I've provided a link to the list of foundation taxonomies available from WAND.  
Taxonomies for Sharepoint 2010

These taxonomies are designed to get you started in implementing your own taxonomy.  Once you've selected a foundation taxonomy, it can be customized to include the specific terminology for your organization.  You can customize them yourself or WAND professional services can assist.

Wednesday, January 19, 2011

Interesting SharePoint Security Company, CipherPoint Software

An interesting young company that we've run across in the SharePoint security space is CipherPoint Software. CipherPoint's products secure sensitive content in SharePoint sites, and by doing so, they solve compliance issues related to content regulated by various compliance regulations, including GLBA, PCI DSS, HIPAA, and others. There's a natural connection here to what we do at WAND with SharePoint taxonomies, in that many kinds of content that are identified in taxonomies could require special security controls, including encryption. This is where CipherPoint comes in, and their key management console can apply different security policies depending on the compliance regulation.

If you are concerned about the security of your SharePoint content, or if compliance is an issue for you, you can check them out at