Thursday, December 24, 2020

Using Metadata to Improve Search

Using metadata can help improve the native search capabilities, but there are some limitations. SharePoint offers a flexible approach to metadata management: You can apply formal taxonomies with limited term sets configured by administrators, or you can allow for user-driven metadata to be applied with your SharePoint environment. However, in either case, applying metadata to content within SharePoint can only be done manually Therefore, the task of content classification is not scalable for organizations that have large quantities of files stored in SharePoint.

Moreover, the results are often inconsistent. Tagging an entire content repository, file by file, is an immense undertaking that will most likely require many knowledge workers sharing the responsibility. Even if the organization makes its best effort to develop and communicate guidelines, every individual will naturally develop his or her interpretation and system for assigning metadata. If you are using managed taxonomies, workers are likely to simply choose the first tag in the list that is provided. If you are using user-driven metadata, it can get even worse. For example, one employee might use the tag “communication” while another favors “communique.” These kinds of semantic variations can produce confusion and inconsistency in search results and undermine the goal of streamlining a company’s knowledge assets to make them more orderly and discoverable.

What SharePoint sorely lacks is a native way to assign metadata automatically to files based on a data taxonomy. A data taxonomy allows a company to design a sound information architecture by classifying and organizing content stored in its knowledge management system. By enforcing semantic and categorical consistency across an entire knowledge base, a taxonomy can help ensure that content stays in compliance with regulatory standards and that out-of-compliance content can be readily discovered and flagged.

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