ILTA White Papers

Portal Platforms

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• Managed Metadata: Another significant improvement in SharePoint 2010 is the addition of managed metadata. The SharePoint term store enables your firm to organize and manage a pre- defined list of metadata that can be used throughout your site. Term sets are used within the term store to create a hierarchy of terms. For example, you may create term sets for “Area of Practice” and “Industry” to manage a hierarchy of practices and industries used across your Web content. The term store allows a set of authorized personnel to maintain this list of metadata and forces consistency of metadata throughout the website. Managers of this metadata can also create synonyms for terms. This allows content authors who may think about the content differently to find the appropriate term when assigning metadata tags. For example, if a content author types “NGO” into a field associated with the Industry term store, and “NGO” is defined as a synonym for “Nongovernmental Organizations,” then the content author will see the full name in the type- ahead lookup for that field. This allows her to select the full name while preventing her from entering the abbreviation. This forces consistency while allowing flexibility in searching for the correct term. Content can be dynamically queried based on the terms with which it has been associated. For example, your “Nongovernmental Organizations” industry page may show related news stories, which would show any news items which had been tagged with this particular industry. Another interesting scenario is combining the term store with variations. Each term can be associated with multiple labels, which are in turn associated with selected locales. For example, you could create the 44 Portal Platforms ILTA White Paper term “Bankruptcy” for use in your primary site with a label of “Insolvency” for use in the U.K. site and “Insolvabilité” in the French site. Content authors select the desired metadata in their native language and the appropriate label will be displayed to users based on the site variation they are browsing. • Search Capabilities: SharePoint 2010 natively provides a powerful search engine for your firm’s public website. The native search will index your website’s published content as well as the associated metadata. SharePoint is aware of your site structure and metadata, which is used to calculate relevancy and to allow users to refine search results. SharePoint is not simply crawling the visible content on your pages, like an Internet search engine. This is an important distinction to keep in mind when evaluating other Web content management platforms and their search engines. A simple crawl of content without associated properties and metadata will significantly impact your ability to implement advanced search features, such as filtering results based on metadata. If you use PDFs on your website, be aware that SharePoint 2010 will not natively index PDFs; however, it is not complex to enable this. To index PDFs, you will need to install a PDF IFilter. The most commonly used 64-bit IFilters are offered by Adobe and Foxit. SharePoint 2010 search provides several methods to influence search result rankings and relevancy. One way to influence relevancy is by defining authoritative pages. An authoritative page lets SharePoint know that, when calculating relevancy for a particular search term, any results under this authoritative page should be given additional weight. This is just one

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