Chapter 29 -- Cairn Energy:Using the Category Assistant to Optimize Document Management

Chapter 29

The Category Assistant provides an automatic process to categorize documents quickly and efficiently regardless of their storage location. With the Category Assistant, employees can use the company vocabulary to structure existing content for portal users.

This chapter describes using the Category Assistant by Cairn Energy to categorize corporate documents.

Cairn Energy faced two challenges when it came to categorizing documents in Microsoft^® SharePoint^™ Portal Server 2001:

• Manually categorizing large numbers of documents is time consuming because someone has to go through each document. Cairn Energy did not want to burden an internal resource in this way.
• Manually categorizing any number of external documents is not possible because you cannot check in external documents. Cairn Energy did not want to populate the dashboard site at the beginning of the project with large numbers of documents.