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WebParts for Microsoft SharePoint > Products > Products - Taxonomy Extension for Microsoft SharePoint

 Description and Benefits


The SharePartXXL Taxonomy Extension for Microsoft SharePoint enables documents and list items in a SharePoint-based portal to be organized cross-site as part of a connected content network and knowledge model. SharePoint items are associated by category using one or more custom taxonomies or linked manually guided by ontology. So users can organize documents and other portal contents in the way that they think and work. With that extension the SharePoint portal really can become a place to share knowledge as well as content.

How does it work? See the SCREENCAST today.

First native 100% SharePoint-based solution for cross-site information and knowledge management in MOSS 2007 and WSS 3.0 

  • Break out of the hierarchy of SharePoint sites: Navigate cross-site based on an easily browsable hierarchical directory (taxonomy) and related links based on ontologies for quick retrieval.
  • Make SharePoint ready for Web 3.0: Create a semantic layer in SharePoint for content classification and content relationship management by category tagging to better find relevant information independent of its location - typically required for intranets, media libraries, knowledge bases etc.   
  • Linking is power: Information about classification and related content appears as additional links in the site navigation and in the item's detail view for contextual navigation – automatically and consistent in real-time.
  • Capture existing knowledge: Allow editors to create a map of the subjects in their domain of expertise and display these taxonomies as additional site navigations, e.g. by product groups, by services, task and process based, by target groups  or as organizational view.
  • Subscribe to category-based lists of cross-site items: Dynamic folders with views, RSS and email-based alerts, if items in subscribed categories changes.
  • Classify any portal content: documents, tasks, contacts, images and any other list- or library-based SharePoint items can be tagged using taxonomy driven categories.
  • Easy to use: Taxonomy and ontology-driven classification with a simple and fast form-based user interface as part of the usual content creation and management process by subject matter experts.
  • Immediate and consistent feedback: Classification creates links between items and categories or between related items immediately in real-time with instant feedback.
  • Flexibility: taxonomy and ontology changes can be made quickly and easily with no impact on the running system.
  • Based on open industry standards: ISO13250, Topic Maps, XML, XSLT, SOA HTTP web services. 100% native SharePoint solution uses SharePoint API only, no direct SharePoint database access or modification, no external databases, no external index, no additional applications. 
  • Years of experience: The solution was developed with the experience of the contentXXL CMS  Content Relationship Management System in mind, approved in lots of implementations. The contentXXL CMS was awarded with the Microsoft .NET Solutions Award in 2002.
  • Extensibility: The API can be used by virtually any custom categorizers to create categories automatically and assign it to items.

SharePartXXL Taxonomy Extension fo Microsoft SharePoint

 Features

  • Tree-structured cross-site categories are managed in one global category list per WSS/MOSS site collection.
  • The category tree can be additionally displayed as SharePoint site structure automatically. Top level categories are shown as additional main navigation entries in the default WSS/MOSS navigation.
  • A consistent list of all items that have assigned the selected category is shown on this category-based sites with default attributes automatically
  • Cross-site views of all items of a category are provided , e.g. By Source List, By Modification, By Author, By Content Type.  Additional views and custom attributes can be easily configured using list based templates.
  • The category list can be displayed as flat A-Z index view additionally.
  • Subscriptions to category-based RSS Feeds and e-mail alerts for all new and changed items cross-site per category are provided 
  • Lists and libraries are easily added to the taxonomy system by simply adding one additional column to the list definition.
  • One or more categories can be added to a list item in default edit mode using a simple and easy to use form based UI with multiselect and category search features.
  • Automatic category suggestion based on rules, last used sets or inherited categories.
  • Fast and direct access to related content is given on item level. Assigned categories are displayed directly in the list view or the detail view of an item as links to category-based result pages.
  • Related content can be displayed directly in the detail view of an item for quick access.
  • A Tag Cloud Web Part for displaying categories ranked by number of assignments in Web 2.0 style on any page in the site collection is included.

The matrix shows the out-of-the-box features of WSS, MOSS compared to the different versions of the SharePartXXL Taxonomy Extension for Microsoft SharePoint:

Feature
WSS 3.0 portal
MOSS 2007 portal

WSS/MOSS portal with SharePartXXL Taxonomy Extension

V2.0 to be available in Q3/2008

WSS/MOSS portal with
SharePartXXL Taxonomy Extension (Advanced Version)
This version is planned for Q4/2008
Item level classification using cross-site categories with automatic suggestions
no (1)
no (2) yes yes
List-based category trees
no
no
yes yes
Related content on item level
no
no yes yes
category-based cross-list / cross-site views with item meta data, e.g.
- by date of last modification (list and calendar view)
- by author
- by content type (e.g. document, task etc.)
- by source list
- by approval state
no
no yes yes
RSS subscription to cross-site categories
no
no
yes yes
email alerts for categorie-based subscriptions
no
no yes yes
category-based navigations
no
no yes yes
category suggestions based on last used category sets
no
no
yes yes
category suggestions rule-based
no
no
yes (V2.0) yes
Connectors to external categorizers
no
no
yes (V2.0) yes
category tag cloud web part
no
no
yes (V2.0) yes
category information web part
no
no
yes (V2.0) yes
category tree web part
no
no
yes (V2.0) yes
advanced categorization features e.g. auto-categorization
no
no
no
yes
cross-site collection category management
no
no
no
yes

(1) Categories are partially available only for custom web parts on application level, e.g. blogs.
(2) Categories are available on site-level (for whole sites) only 

 Background Information

 
The free Windows SharePoint Services (WSS) and the Microsoft Office SharePoint Server (MOSS) are widely used to simplify the collaboration between teams that are working together with office applications using the internet. In order to collaborate effectively, people have to communicate effectively. For this a shared understanding of the company's terms and of the relationships between this terms is required – taxonomies and ontologies.
 
Why taxonomies? 

A taxonomy is a system of definitions that are used to describe, categorize, recognize, organize and manage information, to show how they interrelate. Hierarchical relationships (e.g. ‘parent-child’) and associative relationships (e.g. ‘see also’) capture the essence of a subject area by being described by a taxonomy. A taxonomy enables documents or other items to be classified and organized according to a category structure. It therefore enables users to access this documents more easily and also guides them in exploring a document collection by laying out the conceptual structure of the subject area and enhancing knowledge discovery. By far the most effective method of finding information is browsing a structured classification system. Thus a taxonomy makes it possible to describe

  • the structure of products and solutions a company offers,
  • the company’s organizational structure,
  • typical process tasks or life situations (e.g. my first day in the company, all documents about companys security policy)
  • time-based cross-list cross-site informations (e.g. infos that are new or changed in last month within one category)
  • geographical, language or subsidary-based information
  • Information for defined target groups like sales, development, students etc.

Additionally related information is displayed, e.g.

  • responsible sales and technical contact for a product,
  • related product sheets, available service documents,
  • associated events, training days or
  • connected tasks.

Scattered documents among isolated sites 

From this point of view SharePoint data often is difficult to manage, especially when the documents are  scattered among different isolated pages or sites. The SharePoint navigation is based on a single  hierarchical folder structure which only allows content to be classified with a single term. This causes problems when content logically relates to more than a single term and terms at different levels within a hierarchy. Navigation is difficult, often impossible. Frequently required information is totally inaccessible both for users and services (e.g. machines). Metadata, e.g. from Office Documents, is saved, but not managed. In some areas, e.g. within the Public Sector, adherence to the use of predefined taxonomies to classify content is a mandatory compliance issue.

If the user has to rely on searching alone, then all the effort in locating information is down to them, and they often do not know the contents of the possibly existing repositories. Structuring the information in advance as a mandatory part of the default content creation process assists the user before they even start spending their time on search.

With the fast growing amount of collaboration data, the need for additional features to organize, classify, categorize, access and manage this information items has never been greater.

The SharePartXXL Taxonomy Extension for Microsoft SharePoint enables users to have different category-based views to their cross-site items, independend from its location. These views can be timebased (e.g. all new items in this category from last week), by author or by any other criteria. All usual view-based features are provided, including subscription by RSS and e-mail alerts.

With that extension the information inside a SharePoint portal can be transformed to knowledge and the portal becomes a place to share knowledge as well as content.

 FAQs

Expand/Collapse Category : Categorizer ‎(6)
How is the category sugestion feature supposed to work?Use SHIFT+ENTER to open the menu (new window).
Which types of categorizers are supported?Use SHIFT+ENTER to open the menu (new window).
How the internal regex based categorizer works?Use SHIFT+ENTER to open the menu (new window).
What is RegEx and how does it work?Use SHIFT+ENTER to open the menu (new window).
How the rule based categorizer works?Use SHIFT+ENTER to open the menu (new window).
How the semantic based categorizer works?Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Concept ‎(11)
What is the best taxonomy or category tree for my intranet portal?Use SHIFT+ENTER to open the menu (new window).
How the taxonomy extension integrates with other systems?Use SHIFT+ENTER to open the menu (new window).
How to use categories in SharePoint for content classification?Use SHIFT+ENTER to open the menu (new window).
How to setup a cross-site media library using the SharePartXXL Taxonomy Extension for Microsoft SharePointUse SHIFT+ENTER to open the menu (new window).
automatic vs. manual taggingUse SHIFT+ENTER to open the menu (new window).
What is the benfit of using content categorization compared to content types?Use SHIFT+ENTER to open the menu (new window).
What is the benefit of using content categoriztion compared to search?Use SHIFT+ENTER to open the menu (new window).
How WSS/MOSS search is affected by the taxonomy extension?Use SHIFT+ENTER to open the menu (new window).
Can I use categorizing or tagging to control the workflow of custom items?Use SHIFT+ENTER to open the menu (new window).
How to centrally manage taxonomies cross-site-collection wide?Use SHIFT+ENTER to open the menu (new window).
How to use the SharePartXXL Taxonomy Extension in a publishing environment?Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : General ‎(8)
How the taxonomy is defined and maintained?Use SHIFT+ENTER to open the menu (new window).
Can I use the category column as site column and / or as part of a content type?Use SHIFT+ENTER to open the menu (new window).
How to add/modify views in the category-based metadata lists?Use SHIFT+ENTER to open the menu (new window).
How to add/modify fields in the category-based meta data lists?Use SHIFT+ENTER to open the menu (new window).
What about versioning in lists and categorizing?Use SHIFT+ENTER to open the menu (new window).
How to hide categories from navigation?Use SHIFT+ENTER to open the menu (new window).
What's the functionality of the "Update Category Rights" button?Use SHIFT+ENTER to open the menu (new window).
What's the roadmap for future releases of the product?Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Installation/Deinstallation ‎(4)
How do I install the Taxonomy Extension?Use SHIFT+ENTER to open the menu (new window).
What do I have to regard when installing on Windows Server 2008?Use SHIFT+ENTER to open the menu (new window).
What are the first steps after installation?Use SHIFT+ENTER to open the menu (new window).
How do I deinstall the Taxonomy Extension? Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Known Problems ‎(2)
Two "Categories" Nav Items are displayed after activating the solutionUse SHIFT+ENTER to open the menu (new window).
Logentries " Potentially excessive number of SPRequest objects currently unreleased on thread"Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Licensing ‎(9)
How the SharePartXXL Taxonomy Extension for Microsoft SharePoint is licensed?Use SHIFT+ENTER to open the menu (new window).
What is the limitation of the demo version?Use SHIFT+ENTER to open the menu (new window).
How to update from demo version to productive system? Use SHIFT+ENTER to open the menu (new window).
How to license in a server farm scenario?Use SHIFT+ENTER to open the menu (new window).
Is there a price discount policy for multiple licenses?Use SHIFT+ENTER to open the menu (new window).
Is there a special license for development or staging areas?Use SHIFT+ENTER to open the menu (new window).
Update from demo version to productive system does not work for me.Use SHIFT+ENTER to open the menu (new window).
My server name has changed, how to get a new license information?Use SHIFT+ENTER to open the menu (new window).
Is there a reseller program?Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Localization ‎(2)
Can I use the solution with the XXX language pack installed?Use SHIFT+ENTER to open the menu (new window).
Some expressions are not shown in my preferred languageUse SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Programming/Customizing ‎(7)
Can I modify the categories list, e.g. add columns?Use SHIFT+ENTER to open the menu (new window).
How to categorize items by custom programming?Use SHIFT+ENTER to open the menu (new window).
How can I customize the category-based result pages?Use SHIFT+ENTER to open the menu (new window).
How to use the items template list to manage the features of the category-based result lists?Use SHIFT+ENTER to open the menu (new window).
How to customize the related items list in detail view?Use SHIFT+ENTER to open the menu (new window).
How to customize the category based alerting?Use SHIFT+ENTER to open the menu (new window).
How can I customize the Category Site Template?Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Web Part: Category Information ‎(1)
What is the SharePartXXL Category Information Web Part?Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Web Part: Category Tree ‎(2)
What is the SharePartXXL Category Tree Web Part?Use SHIFT+ENTER to open the menu (new window).
Why the Category Tree web part shows wrong or no item counts?Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Web Part: Tag Cloud ‎(3)
What is the SharePartXXL Tag Cloud Web Part?Use SHIFT+ENTER to open the menu (new window).
How to apply custom styles to the Tag Cloud web part?Use SHIFT+ENTER to open the menu (new window).
Why the Tag Cloud web part shows incorrect or no ranking?Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Web Part: Taxonomy Configuration ‎(4)
What is the SharePartXXL Taxonomy Configuration Web Part?Use SHIFT+ENTER to open the menu (new window).
What log levels are available for the taxonomy extension?Use SHIFT+ENTER to open the menu (new window).
What types of navigation are available for the category-based sites?Use SHIFT+ENTER to open the menu (new window).
What types of categorizers are available for the SharePartXXL Taxonomy Extension?Use SHIFT+ENTER to open the menu (new window).
Expand/Collapse Category : Web Part: Taxonomy Management ‎(3)
What is the SharePartXXL Taxonomy Management Center Web PartUse SHIFT+ENTER to open the menu (new window).
How to export the taxonomy as category tree?Use SHIFT+ENTER to open the menu (new window).
How to import categories from an external taxonomy?Use SHIFT+ENTER to open the menu (new window).
 
 

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Product Price
SharePartXXL Taxonomy Extension for Microsoft SharePoint
1 Single Server License**
950 €
+VAT*

$ 1500
+VAT*

* Depending on your country, additional taxes may apply.
 
** The SINGLE SERVER LICENSE of the SharePartXXL Product for Microsoft SharePoint allows you to install and use the web part on one (1) physical or virtual server. With the order confirmation you will be asked for the server name. Upon receipt of the servername you will receive your license key which allows you to enable the full version of the product. Please be aware that this license key will NOT work on other servers. Please read the licensing terms and conditions linked on this page and FAQ for details.

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