Marlabs - Navigation vs Search FinalPresentation 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
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:
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
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
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:
Residing in a single system
Created and managed through a common process
Searchable through one search engine
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.
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