$1,093.50 – $1,350

Implementing Taxonomy and Search in SharePoint with Agnes Molnar and Patric...

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The URA Centre

45 Maxwell Road

Singapore, Singapore 069118

Singapore

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Taxonomy and Search Implementation Masterclass with Agnes Molnar and Patrick Lambe:
Implementing Taxonomy and Search in SharePoint and Office 365
21-22 February 2019


Speaker Profiles

Agnes Molnar is an internationally recognised expert in the fields of enterprise search, information architecture, and Microsoft technologies. The author of many acclaimed books, Agnes regularly speaks at technical conferences throughout Europe, Asia, and North America, and has been recognized as both a Microsoft Most Valuable Professional since 2008, and one of the Top 25 Influencers for Microsoft SharePoint and Office 365 technologies since 2012.

While receiving her Master of Science degree (MSc) from the Budapest University of Technology and Economics, Agnes developed a passion for helping people understand the power and possibility of search and discovery technologies, and how these innovations could impact their lives, their businesses, and their communities. This passion has guided her career, during which she has consulted with many of the world’s largest companies, government agencies, and NGO’s in over 30 countries.

In addition to leading the design and deployment of cutting-edge search applications for these clients, Agnes also developed comprehensive training programmes focused on knowledge management best practices, user adoption, and success measurement. This pioneering curriculum – continually refined to embrace the latest research and approaches, with dedicated tracks for both technical and non-technical teams -proved highly-successful. This inspired Agnes to found Search Explained, which since 2013 has been offering its technical expertise and people-friendly training curricula to help clients around the world ensure the success of their knowledge management and search initiatives.

When not working with clients or managing the global Search Explained team, Agnes is the proud mother of three precocious children, and enjoys speaking to organizations around the world about the vital role of women in technology.

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Patrick Lambe is a globally recognised knowledge management and taxonomy practitioner. He was originally trained in Information and Library Science and worked as a professional librarian in the UK for almost a decade. He arrived in knowledge management via a second career in training and development, and has been based in Singapore since 2002, with a second base in Ireland. Patrick is the author of Organising Knowledge: Taxonomies, Knowledge and Organisation Effectiveness (Oxford: Elsevier Chandos 2007), co-author with Nick Milton of The Knowledge Manager's Handbook (London: Kogan Page 2016), and he is currently completing a book on Knowledge Auditing and Knowledge Mapping.

Patrick is Visiting Professor in the Knowledge and Innovation Management PhD programme at Bangkok University, President of the International Society for Knowledge Organization Singapore Chapter and a member of the editorial advisory board of the Journal of Knowledge Management.

Patrick has worked on taxonomy projects with the Singapore Army, Bank Negara Malaysia, Bank Indonesia, the U.S. National Science Foundation, the U.S. Federal Reserve Board, Irish Revenue and Customs, Unilever Research, Yokogawa Engineering, CapitaLand, and with several Singapore government agencies, including the Defence Science and Technology Agency, Singapore Sports Council, CAAS, IRAS, and the Ministry of Trade and Industry. He is the author of the certified taxonomy and metadata course delivered by the Association of Information and Image Management (AIIM).


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Learning Objectives
  • To be able to develop use case scenarios for taxonomy and search
  • To be able to develop a hierarchy of search and discovery goals using taxonomy and search
  • To understand the technology stack for taxonomy management, search, autoclassification
  • To be able to distinguish between organising for governance and security, and organising for access
  • To understand how to architect the SharePoint and Office 365 environment for scale and performance
  • To understand information architecture in SharePoint and Office 365
  • To understand how to manage permissions and governance in SharePoint and Office 365
  • To know how to work with content types and taxonomy in SharePoint
  • To know how to optimise search in SharePoint
  • To understand taxonomy management options in SharePoint
  • To understand the different ways of interfacing a taxonomy, taxonomy management systems, autoclassification and search in SharePoint
  • To be able to design user interfaces for search and use cases for search + taxonomy interactions
  • To know how to integrate taxonomy governance, search governance and SharePoint governance

About the Masterclass

Taxonomy and search must be configured and deployed as an integrated solution in order to produce maximum benefits from your taxonomy design, and maximum effectiveness from search. This two-day programme is focused on helping participants to plan the implementation of a taxonomy in a SharePoint / Office 365 platform, in a way that meets the knowledge and information sharing goals of the taxonomy, and provides the greatest possible integration between the taxonomy and search.

The Masterclass shows how SharePoint and Office 365 can be viewed as a portfolio of tools for organising and accessing content, as well as for collaboration. It has both constraints and enablers for knowledge sharing and collaboration. As a portfolio of tools, it can be deployed in different ways to meet your knowledge organisation, search and discovery goals. By understanding the fundamentals and inner workings of SharePoint, participants can design an implementation plan that is better suited to meet their search and discovery needs. We’ll cover the important links between taxonomy and enterprise search, and different ways of implementing and exploiting a taxonomy in combination with search.

Participants will receive a copy of Agnes Molnar's book SharePoint 2016 Search Explained.


This is part of a four-Masterclass series. The other three Masterclasses are:
Scoping, Developing and Validating User-Oriented Taxonomies - 18-19 October 2018 – techniques and a framework for an evidence-based approach to developing and testing taxonomies - this will provide a foundation for the Taxonomy and Search Implementation Masterclass.

Knowledge Audits and KM Planning – 22-23 November 2018 – the knowledge maps created in a knowledge audit can be used as an evidence base for taxonomy development, as well as for KM planning.

Scoping a Digital Transformation Project – 25 January 2019 – taxonomy and terminology governance is a frequent capability gap when seeking to deepen and scale up digital transformation in an enterprise.

Agenda

Day 1: Principles, Preparation and Planning
  1. Exercise: Establishing your goals and your parameters: developing use case scenarios
  2. Exercise: Developing a hierarchy of search, discovery and governance needs to guide you in setting priorities and making trade-offs
  3. Understanding the technology stack for search, discovery and information governance - what SharePoint is good at, and where it is often supplemented by other tools
  4. Exercise: Mapping your stack: just SharePoint or SharePoint++? What are the implications for your taxonomy implementation?
  5. Information architecture in SharePoint - architecting for scale and performance
  6. Governance and security in SharePoint
  7. Search fundamentals in SharePoint
  8. Content types and metadata in SharePoint
  9. Exercise: trade-offs between search, taxonomy, governance and security in SharePoint

Day 2: Implementing Taxonomy and Search in SharePoint
  1. Optimising search in SharePoint
  2. Configuring and managing search in SharePoint
  3. Exercise: identifying use cases for search + taxonomy interactions
  4. Taxonomy management options in SharePoint
  5. Exploiting taxonomies managed outside SharePoint
  6. Exercise: designing user interfaces for search + taxonomy interactions
  7. Exercise: solving search and discovery problems using the SharePoint stack
  8. Governance: integrating search governance, taxonomy governance and SharePoint governance
  9. Migration: considerations when planning a content migration to SharePoint with a focus on metadata acquisition
  10. Exercise: Scoping your taxonomy and search implementation project

Who Should Attend?
  • SharePoint teams, knowledge and information managers, records managers, intranet managers, CIOs, corporate librarians, enterprise search managers, project teams tasked with taxonomy and search integration.

Workshop Details
Date : Thursday and Friday 21-22 February 2019
Time : 9.00am-5.00pm

Fees
Please note that the early bird price of S$1,215 per person will last until 20 Jan 2019.
From 21 Jan 2019 onwards, the price will be S$1,350 per person.

Professional Association discount: Members of ISKO Singapore, KM Roundtable Malaysia, KM Society Indonesia - 10% off the above rates.



Group Registration
We have special discounts for group registrations - contact us directly using the information below, for these. Come with one or more colleagues and work on your organisational needs in the Masterclass. Pricing is structured to make it easy for group registration and additional discount will be offered. Please contact us for more information.

Contact Us
For more information on the workshop, you may contact Ng Wai Kong at ​+65 6221 0383 or email to wkng@straitsknowledge.com

Registrations are transferable to another person but non-refundable, except in case of Masterclass cancellation by Straits Knowledge.


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Date and Time

Location

The URA Centre

45 Maxwell Road

Singapore, Singapore 069118

Singapore

View Map

Refund Policy

No Refunds

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