VladBath

We plan to migrate all our corporate documentation to SharePoint but need a way of supporting taxonomies that will be powerful yet not overly daunting for end users.

We have approximately 300 different document classifications and we could create a content type for each, but this would require users to scroll through a list of 300 options every time they upload a file. This is not particularly friendly.

What I would like to create is a mechanism whereby users, upon uploading a document, are asked the basic nature of the document, for example:

  • Requirements
  • Design
  • Production
  • Customer

Based on this answer, the form changes to request a refinement, for example Design documents might be classified by:

  • Hardware
  • Software

Which could further be broken out into Hardware:

  • Schematic
  • Test Plan
  • Test Results

The selection of this type would in turn bring up metadata fields specific to the needs of a particular document type.

Our organization has hierarchies that are six levels deep in some cases with highly diverse metadata. It wouldn't make sense to create a "master" content type containing all fields for all types as this would be extremely daunting for users.

I am pretty sure this functionality isn't available out of the box (though it would be extremely useful). Does anyone have any suggestions on how to approach this

Thanks,

Vlad



Re: SharePoint - Enterprise Content Management Document Classification Taxonomy in MOSS 2007

Paul Galvin

There's a lot to chew on there...

You could still go with 300 content types and use a multiplicity of document libraries. That may still be too awkward though.

It may be feasible to develop an infopath form that provides the interface that matches your requirements. Use that in combination with a web service that posts it to the correct place.

A 3rd party tool, Rapid for SharePoint, may be useful too: http://www.rapid-for-sharepoint.com/free-sharepoint-taxonomy.htm

HTH,






Re: SharePoint - Enterprise Content Management Document Classification Taxonomy in MOSS 2007

VladBath

Paul,

Thank you for your response. I imagine this will be easier once AJAX is fully supported.

Vlad





Re: SharePoint - Enterprise Content Management Document Classification Taxonomy in MOSS 2007

danthomsen

Hi Vlad

We have done that for MOSS 2007. We have build an add on to MOSS that does exactly that. We can also autoclassify documents in MOSS. The same functionality also works on documents on NTFS.

I can give you a quick demonstration of the functionality over livemeeting Smile

dth@interse.com

Best regards

Dan






Re: SharePoint - Enterprise Content Management Document Classification Taxonomy in MOSS 2007

AOR

Hello Dan,

Could you give more details about your taxonomy implementation.

How do you autoclassify documents

Thanks

Angel.






Re: SharePoint - Enterprise Content Management Document Classification Taxonomy in MOSS 2007

fd2007

...if you have to assign tree-strcutured categories from one ore more taxonomies to documents and want to build cross-site category-based lists of douments, with RSS / email subscription, different views, related content display directly in detail view,.... then this could be an interesting option.

http://www.sharepartxxl.com/products/taxonomy/default.aspx

fd2007






Re: SharePoint - Enterprise Content Management Document Classification Taxonomy in MOSS 2007

VladBath

FD2007,

Thank you for sending this along. I will look into it more closely.

Take care,

Vlad