Marlabs - Navigation vs Search Final

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  • 1. Navigation vs. Search: Striking The Right Balance Vijay Ravi Navigation vs. Search: Striking The Right Balance
  • 2. Agenda Presentation Relevance of Information Architecture Demo 1 Realizing Information Architecture through Taxonomy Taxonomy and SharePoint Demo2 The Navigation Search Balance
  • 3. Need The A Systematic Approach to Organize Documents
  • 4.
    • Easy to Find Documents through Navigation and Search
    • Easy to Add New Documents at the Right Place
    Gain? What do we
  • 5.
    • 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
  • 6.
    • Out of the box Document Management System in SharePoint
    Illustrating the Importance of Information Architecture Demo -1:
  • 7.
    • 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
  • 8. 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
  • 9.
    • 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:
  • 10.
    • 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
  • 11. Example Taxonomy -
  • 12.
    • 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
  • 13.
    • 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
  • 14.
    • Document Center Portal
      • Improvised Document Management System (content type based routing)
      • Improvised Search / Search Result
    Illustrating Efficient Navigation and Search Demo -2:
  • 15. 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
  • 16. Q & A
  • 17. Thank you