The following presentation is part of content found here: http://www.sharepointconsultant.ch/location-based-tagging/ The power of metadata has been emphasized over and over again. Mostly in combination with the increased manageability and findability of your (enterprise) content. Whilst some metadata is auto-generated and managed by SharePoint, some isn't. With the Location-based Auto-tagging Extension for SharePoint 2010 you can now make SharePoint sites inherit Managed Tags and Metadata from its parents and finally from a list that is centrally managed by you.

1. Location-Based Auto-Tagging
For SharePoint 2010

2. Sample site structure
In this example most people within Marketing
Department will find their own content. However,
depending on the navigation, most colleagues outside of
Site for Marketing
Marketing won’t find what they’re looking for.
• Meeting Workspace for Weekly Team Meeting
Site for Marketing Mgmt Team • Document Workspace
• Various Team-Project Workspaces
• Meeting Workspace for Weekly Team Meeting
Site for Online Marketing Team • Document Workspace
• Various Team-Project Workspaces
• Meeting Workspace for Weekly Team Meeting
Site for Print Marketing Team • Document Workspace
• Various Team-Project Workspaces
• Meeting Workspace for Weekly Team Meeting
Site for Tele-Marketing Team • Document Workspace
• Various Team-Project Workspaces

3. Challenge One: Too much data
But what happens when you have too
much data for a Deparment or other
logical entity and you can’t (or should
Site for Marketing
not) store all that data in one single
Site Collection 1
1GB SharePoint site collection?
• Meeting Workspace for Weekly Team Meeting
Site for Marketing Mgmt Team
Site Collection 2
750MB
• Document Workspace
• Various Team-Project Workspaces
• Meeting Workspace for Weekly Team Meeting
Site for Online Marketing Team
Site Collection 3
2.2GB
• Document Workspace
• Various Team-Project Workspaces
• Meeting Workspace for Weekly Team Meeting
Site for Print Marketing Team
Site Collection 4
1.9GB
• Document Workspace
• Various Team-Project Workspaces
• Meeting Workspace for Weekly Team Meeting
Site for Tele-Marketing Team
Site Collection 5
350MB
• Document Workspace
• Various Team-Project Workspaces

4. Challenge Two: Data Aggregation
Global Portal
How do you re-use, aggregate or roll-
? up content e.g News or Important
Documents if you are clueless about its
Site for Marketing
Site Collection 1
1GB
location or how its labeled?
?
• Meeting Workspace for Weekly Team Meeting
Site for Marketing Mgmt Team
Site Collection 2
750MB
• Document Workspace
• Various Team-Project Workspaces
?
• Meeting Workspace for Weekly Team Meeting
Site for Online Marketing Team
Site Collection 3
2.2GB
• Document Workspace
• Various Team-Project Workspaces
?
• Meeting Workspace for Weekly Team Meeting
Site for Print Marketing Team
Site Collection 4
1.9GB
• Document Workspace
• Various Team-Project Workspaces
?
• Meeting Workspace for Weekly Team Meeting
Site for Tele-Marketing Team
Site Collection 5
350MB
• Document Workspace
• Various Team-Project Workspaces

5. Label, find, aggregate and roll-up
Global Portal Search Query Web Parts Search with Refinement
Site for Marketing
Site Collection 1
1GB
SharePoint Search Service
Indexes Managed Metadata
Site for Marketing Mgmt Team
Site Collection 2
750MB
Site for Online Marketing Team
Site Collection 3
2.2GB
SharePoint Management
Metadata Service
Provides Tags to Users
Site for Print Marketing Team
Site Collection 4
1.9GB
Site for Tele-Marketing Team
Site Collection 5
350MB

6. Location-based Auto-Tagging
(Root) Site for Print Marketing
Team
Tag Inheritance
Document Workspace Weekly Team Meeting Workspace Project «Agency Selection»
Tag Inheritance Tag Inheritance Tag Inheritance
• Shared Documents • Decisions • Documents
• Tasks • Agenda • Project tasks
• Links • Issues • Announcements Tag Inheritance
Tag Inheritance Tag Inheritance
• Members • Tasks • Project issues
• Files

7. Functionality
• Define one or more Tags for all sites in a site collection
• Tags are inherited sites and their sub sites
• Break Tag inheritance (optionally)
• Update or add Tags dynamically
• Either manage Tags centrally or at site level
• Update list items when updating Tags
• Manage Tags as early as when provisioning sites
• Recover Tag inheritance information in case of disaster
• Supports multiple languages (currently EN and DE)

8. Benefit
• Combine the advantages of auto-tagging and location-based
tagging
• Optimize SharePoint Standard Search features such as
Metadata Refinement
• Aggregate data across site collections e.g. build exciting search
driven web parts
• Provision and manage site collections through a centralized
list
• Use data in this list to enhance navigation to collaborative
workspaces

9. Central Workspaces List (Dashboard)
Each List Entry equals
one Workspace i.e.
site collection with
pre-defined metadata
Easily find and filter
workspaces using its
metadata
Extensible Workspace
properties for
Managed Metadata

10. Auto-Tagging settings for (sub) sites
Update
inherited
metadata
Break/ restore
inheritance
Choose whether
existing list items
are to be updated

11. More information
SharePoint Consultant .CH
Represented by
Marco van Wieren
Senior SharePoint Consultant
Internet: http://www.sharepointconsultant.ch/location-based-tagging/