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CHAPTER 1 INTRODUCTION TO SHAREPOINT 2010
The new taxonomy service, which you ’ ll learn about shortly, combined with metadata views,
increases the power of SharePoint to store, manage, and visualize your data.
Location - Based Metadata
Unfortunately, people do not always fi ll out metadata. They either feel it ’ s a burden or don ’ t
understand what the metadata should be. Without metadata, it ’ s diffi cult for others to fi nd
the information and for SharePoint to crawl and index that data. SharePoint 2010 supports
location - based metadata so that if a user posts a document into a specifi c location, metadata is
automatically fi lled in for the user. Imagine that you have folders that are particular projects:
a, b, and c. SharePoint can automatically fi ll out the metadata with the project name according to
where users put content. Downstream, search can crawl that metadata and you can navigate your
search results by project name, or you can use the metadata as properties in the documents.
Document Routing
If you have ever seen the records routing feature in SharePoint 2007, the document routing feature
will be familiar to you. Based on content types and a set of rules, documents now can be routed to
their correct location across your SharePoint infrastructure. Imagine a scenario in which your end
user doesn ’ t know where to save a particular fi le based on the corporate taxonomy. With document
routing, the end user can submit it into SharePoint, and SharePoint will route the document to the
right location.
Unique Document IDs
One big feature request for SharePoint 2007, that is now provided in 2010, is the ability to have
unique document IDs so that users could search by document ID and quickly fi nd the document
that they were looking for. Plus, given the fragile nature of URL - based location, document IDs are
a good replacement, because the ID never changes, even if a user moves a document. The ID can be
used as metadata in the document, and lookups work with the search engine, so you can quickly
fi nd documents using IDs with search.
Taxonomy Services
One of the big advancements in 2010 is the addition of a taxonomy service. The taxonomy allows
you to defi ne different taxonomy hierarchies and apply them to your content. For example, you
can create a taxonomy for products or a taxonomy for customers. The taxonomy service is an
enterprise - wide service, so it can be shared across site collections. Plus, it works both as a top - down
corporate taxonomy with locked terms and as a bottom - up folksonomy, which allows users to
add new terms to the taxonomy. The term sets supported by the taxonomy service also support
synonyms, so you can allow related terms in your set. Finally, the Offi ce client ships with controls
that understand the term sets you create, so in Offi ce you can quickly tag your content with the
terms and use features like synonyms or autocomplete.
Document Sets
Often when you are working with content, your project is made up of more than one piece of content.
For example, if you are writing a sales proposal for a customer, you may have a Word document
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