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Marlabs - Navigation vs Search Final
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Marlabs - Navigation vs Search Final

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    Marlabs - Navigation vs Search Final Marlabs - Navigation vs Search Final Presentation Transcript

    • Navigation vs. Search: Striking The Right Balance Vijay Ravi Navigation vs. Search: Striking The Right Balance
    • Agenda Presentation Relevance of Information Architecture Demo 1 Realizing Information Architecture through Taxonomy Taxonomy and SharePoint Demo2 The Navigation Search Balance
    • Need The A Systematic Approach to Organize Documents
      • Easy to Find Documents through Navigation and Search
      • Easy to Add New Documents at the Right Place
      Gain? What do we
      • Amount of information grows over time
      • All of us forget where we stored information
      • and what we stored
      • Portal Search Vs. Internet Search
      • Search (including results) need to be
      • structured, instead of simple unstructured
      • content elements
      • We need the ability to aggregate information for consumers
      Information Architecture? Why
      • Out of the box Document Management System in SharePoint
      Illustrating the Importance of Information Architecture Demo -1:
      • Definition:
        • Categorization structure designed by and for users
          • Business users as primary taggers/content contributors
          • Business users (or their constituents) as their primary consumers.
        • User for both (or either) primary or secondary categorization:
          • Primary: Navigation, Management
          • Secondary: Search, Tagging
      • Method of organizing materials by subject/topic metadata (fixed vocabulary)
      • Express hierarchical relationships
      • Emphasis on subject context
      • - BT and NT relationships
      • Controlled vocabularies
      Through Taxonomy Realizing Information Architecture
    • Method Definition Facet-based Information categorized into multiple taxonomies or “stackonomies” based on unique but pervasive characteristics including topic, function, etc. Wines by region France > Alsace Wines by type White > Chardonnay Wines by price Subject-oriented
      • Information categorized by subject or topic.
      • Instantive - each child category is an instance of the parent category
      • Partitive - each child category is a part of the parent category
      Water pollution, Soil pollution, Air pollution … Functional Information categorized by the process to which it relates Employment , Staffing ,Training, Product Development Human Resources, Marketing, Accounting, research… Information categorized by corporate departments or business entities. Organizational Presentations , Expense reports, Press releases … Document Type Information categorized by the type of document Taxonomy Categorization Schemes Digging deeper into Examples
      • Who will own taxonomy?
      • Who will develop it and how will it be developed?
      • What categorization scheme to be used?
      • Would the content contributors have the ability and willingness to tag?
      • How is the taxonomy documented? Is it easy for consumers and contributors to operate?
      • Is there a starting point (an existing taxonomy)?
      • Technology: What technology is available?
      Key Questions Taxonomy:
      • Incremental, extensible process that enables and identifies users and engages stakeholders
      • Keep your Audience in mind
      • Strive for Subject based Categorization
      • Maintain Consistency
      • Control Breadth and Depth
      • Provides means to an end, and not the end itself
      • Improves over time and maintained
      A lot of hard work! Taxonomy -
      • Simply creating/loading documents in SharePoint, ignoring taxonomy will lead to:
        • Business users not knowing where to put information
        • Business users not be able to navigate to right information
        • Difficulty in aggregating information
        • Search results that are not always sufficiently relevant
      Taxonomy – Getting It Right
    • Example Taxonomy -
      • Taxonomy in SharePoint really is all about storing and finding the correct information with the minimum of hassle.
      SharePoint Taxonomy and
      • Many Content Types and Formats:
      • Documents
      • Images/Media
      • Wikis/blogs/discussions
      • People records
      • Business data
      • Events
      • Residing in a single system
      • Created and managed through a common process
      • Searchable through one search engine
      SharePoint
      • Create a complete vocabulary (or import):
        • As a list (taxonomy, thesaurus, authority file etc.)
        • Apply as column to be linked to content within a document library
      • Allow users to tag content (if possible dynamically)
      • For Search and Discovery provide dynamic access to thesauri
        • Allow users to browse/search through vocabularies using the same terms that have been applied to tag the content
        • Eliminate guesswork by ‘directing’ users to the proper terminology.
      • Content types
      • Automated capturing of metadata and tagging by contributors
      • Use of workflows
      • Result set containing content based on user credentials
      • Enable crawling for all the custom types
      • If needed, custom development
      • Implement rights management
      Creating Taxonomies in SharePoint Taxonomy, Search and Navigation
      • Document Center Portal
        • Improvised Document Management System (content type based routing)
        • Improvised Search / Search Result
      Illustrating Efficient Navigation and Search Demo -2:
    • Striking the Navigation Search Balance
      • Taxonomy helps implement efficient Navigation and Search
      • In order to achieve:
        • Automatic routing of content to the right location based on content type
        • And search that leads to quick, relevant results
      • Which is realized through:
        • Intuitive navigation that leads from Broader Types to Narrower Types
        • Navigation that goes hand in hand with search
        • Navigation that improves efficiency of search
        • Governance structures to enforce efficient taxonomy
    • Q & A
    • Thank you