1. How to get users to love metadata

2. Our Problem

3. Our problem Am I wrong?

4. We love metadata

5. Why we love metadata Hi Metadata

6. Why we love metadata Why users don’t

7. Confused?

8. Change

9. Something must change… Fail!!!

10. FAIL!!! Learning

11. Change = Learning Reframing

12. Reframing the old to match the new Folders

13. Reframing folders Enterprise

14. Our folders

15. Team documents

16. Structure Team Documents Research Reports ContractsWorking area

17. Structure / Collaboration Moderatly structured Used for reference only Usually ‘archive’ type information Metadata used to refine search results Very low collaboration Research Reports Highly structured Metadata used to quickly find results Low to medium collaboration Contracts Very unstructured Very high collaboration Working area How much?

18. How much metadata do we need? Research Reports Some Contracts A lot Working area Little to none Fits all?

19. Folders > Metdata

20. Translating folders to metadata Team Documents Research Reports ContractsWorking area Our Metadata

21. Our libraries, columns and content types Belong to us?

22. Reports

23. Research reports Folder horizontalColumn name Level 1Year Level 2Archived (yes/no) Contracts Research reports 201020112012Archive20092008

24. Contracts Folder horizontalColumn name Level 1Year Level 2Client name Level 3Signed (yes/no) Working docs Contracts20132014Client C SignedUnsigned Client D SignedUnsigned

25. Working documents Folder horizontalColumn name Level 1Documents type? Personal document Template Minutes Done? Working Area Jan’s folder Minutes of meeting More stuff Peter’s folder Another messy folder TemplatesMinutesPDP

26. Done right? Cute……… …

27. Resistance

28. Remember these? Tools

29. The best tool for adding metadata Lol

30. Defaults

32. Defaults, defaults, defaults!! Ain’t easy

33. Fast forward

34. Fast forward… KISS

35. Cool tricks

36. Not bad

37. Q&A

38. Questions? Well done

40. Thanks

41. THANK YOU

42. Backup slides

43. Backup: Change curve/Grief curve