Session 2: Designing Information Architecture for SharePoint: Making Sense in a World of SharePoint Architecture<br />
Welcome<br />Don Miller<br />VP Product Development<br />donm@conceptsearching.com<br />Rachel Sondag<br />Knowledge Manag...
<ul><li>Company founded in 2002
Product launched in 2003
Focus on management of structured and unstructured information
Technology
Delivered as a web service
Automatic concept identification, content tagging, auto-classification, taxonomy management
Only statistical vendor that can extract conceptual metadata
2009 and 2010 ‘100 Companies that Matter in KM’ (KM World Magazine) and Trend Setting product of 2009 and 2010
Authority to Operate Enterprise wide USAF and Enterprise wide  NETCON US Army
Locations: US, UK, & South Africa
Client base: Fortune 500/1000 organizations
Managed Partner under Microsoft  global ISV Program  - “go to partner”  for Microsoft for auto-classification and taxonomy...
Microsoft Enterprise Search ISV , FAST Partner
Product Suite:  conceptSearch, conceptTaxonomyManager, conceptClassifier, conceptClassifierfor SharePoint, contentTypeUpda...
About PPC<br />4<br />1,200-person <br />multi-disciplinary team of<br />scientific & technical experts<br /><ul><li>Scien...
Systems engineers and architects
Policy and regulatory specialists
Project management professionals
Certified Information technology experts
Security professionals</li></ul>Information Management<br /><ul><li>Program and Project Management
Earned Value Management
Performance Measurement
Program Assurance and Evaluation
Business Process Improvement
Security Policy and Compliance
Communications/Outreach and Facilitation</li></ul>Energy/Environment<br />Green strategies for government and industry:<br...
Greenhouse gas reduction
Carbon management
Environmental risk mitigation
Environmental impacts of transport
Information and data management</li></ul>Enterprise Solutions<br /><ul><li>Master Data Management and Data Governance
Business Intelligence
Adaptive Data Warehousing
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Expert Webinar Series 2: Designing Information Architecture for SharePoint: Making Sense in a World of SharePoint Architecture

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Part two of our Expert Webinar Series with Project Performance Corporation.

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Expert Webinar Series 2: Designing Information Architecture for SharePoint: Making Sense in a World of SharePoint Architecture

  1. 1. Session 2: Designing Information Architecture for SharePoint: Making Sense in a World of SharePoint Architecture<br />
  2. 2. Welcome<br />Don Miller<br />VP Product Development<br />donm@conceptsearching.com<br />Rachel Sondag<br />Knowledge Management Analyst<br />rsondag@ppc.com<br />2<br />
  3. 3. <ul><li>Company founded in 2002
  4. 4. Product launched in 2003
  5. 5. Focus on management of structured and unstructured information
  6. 6. Technology
  7. 7. Delivered as a web service
  8. 8. Automatic concept identification, content tagging, auto-classification, taxonomy management
  9. 9. Only statistical vendor that can extract conceptual metadata
  10. 10. 2009 and 2010 ‘100 Companies that Matter in KM’ (KM World Magazine) and Trend Setting product of 2009 and 2010
  11. 11. Authority to Operate Enterprise wide USAF and Enterprise wide NETCON US Army
  12. 12. Locations: US, UK, & South Africa
  13. 13. Client base: Fortune 500/1000 organizations
  14. 14. Managed Partner under Microsoft global ISV Program - “go to partner” for Microsoft for auto-classification and taxonomy management
  15. 15. Microsoft Enterprise Search ISV , FAST Partner
  16. 16. Product Suite: conceptSearch, conceptTaxonomyManager, conceptClassifier, conceptClassifierfor SharePoint, contentTypeUpdater for SharePoint</li></ul>About Concept Searching<br />3<br />
  17. 17. About PPC<br />4<br />1,200-person <br />multi-disciplinary team of<br />scientific & technical experts<br /><ul><li>Scientific subject matter experts
  18. 18. Systems engineers and architects
  19. 19. Policy and regulatory specialists
  20. 20. Project management professionals
  21. 21. Certified Information technology experts
  22. 22. Security professionals</li></ul>Information Management<br /><ul><li>Program and Project Management
  23. 23. Earned Value Management
  24. 24. Performance Measurement
  25. 25. Program Assurance and Evaluation
  26. 26. Business Process Improvement
  27. 27. Security Policy and Compliance
  28. 28. Communications/Outreach and Facilitation</li></ul>Energy/Environment<br />Green strategies for government and industry:<br /><ul><li>Air quality and climate change
  29. 29. Greenhouse gas reduction
  30. 30. Carbon management
  31. 31. Environmental risk mitigation
  32. 32. Environmental impacts of transport
  33. 33. Information and data management</li></ul>Enterprise Solutions<br /><ul><li>Master Data Management and Data Governance
  34. 34. Business Intelligence
  35. 35. Adaptive Data Warehousing
  36. 36. Enterprise Architecture
  37. 37. Infrastructure Systems Engineering
  38. 38. Knowledge Management
  39. 39. Portal Solutions
  40. 40. Enterprise Content Management
  41. 41. IT Optimization/Virtualization</li></ul>Infrastructure<br /><ul><li>Systems Engineering and Technical Assistance (SETA)
  42. 42. Capability Maturity Model Integration (CMMI)
  43. 43. Earned Value Management
  44. 44. Configuration Management
  45. 45. Technical and Advisory Support
  46. 46. Independent Verification & Validation (IV&V)</li></li></ul><li>Agenda<br />Information Architecture<br />Definitions<br />Determine Content Organization<br />Determine Key Metadata Fields<br />Validating Your Information Architecture<br />Demo<br />5<br />
  47. 47. 1. Definitions<br />6<br />
  48. 48. Taxonomy and Metadata<br />Metadata<br />Data about data <br />Taxonomy<br />The classification of organisms in an ordered system that indicates natural relationships<br />The science, laws, or principles of classification; systematics<br />Division into ordered groups, categories, or hierarchies<br />7<br />
  49. 49. Taxonomy and Metadata<br />Taxonomy and Metadata<br />Primary tools to provide structure to unstructured information<br />Depending on system design and use, may be front-end or back-end functionality <br />Taxonomy (categorization) is often actualized by applying metadata to documents<br />Enable findability<br />8<br />Search<br />Browse<br />Metadata<br />
  50. 50. Controlled Vocabulary<br />A pre-selected list of words or phrases used to tag information <br />Promotes easy retrieval through web browsing or searching<br />Can be used in taxonomies<br />Leverage controlled vocabularies to improve tagging consistency across lists and libraries in SharePoint<br />9<br />Product Taxonomy<br /><ul><li>Sports & Recreation
  51. 51. Home Entertainment
  52. 52. Personal Use
  53. 53. Yard & Garden
  54. 54. Home Maintenance
  55. 55. Home Furnishings & Fixtures
  56. 56. Bathroom Fixtures
  57. 57. Beds, Mattresses, Pillows
  58. 58. Carpets, Rugs
  59. 59. Chairs, Sofas, Sofa Beds
  60. 60. Desks, Cabinets, Shelves
  61. 61. Ladders, Stools
  62. 62. Lamps
  63. 63. Heating, Cooling, Ventilation</li></li></ul><li>Enterprise Taxonomy Design<br /><ul><li>Work with librarians and functionally- or subject-based individuals or focus groups
  64. 64. Content-driven; may reveal new associations of information
  65. 65. Subdivide categories as necessary to build taxonomy</li></ul>10<br />Metadata<br /><ul><li>Document Type
  66. 66. Location
  67. 67. Subject</li></ul>Subject Taxonomy<br /><ul><li>About the Company
  68. 68. Facilities
  69. 69. Finance and Travel
  70. 70. Human Resources
  71. 71. Information Technology
  72. 72. Legal
  73. 73. Product Development
  74. 74. Sales and Marketing</li></li></ul><li>2. Determine Content Organization<br />11<br />
  75. 75. Determine Organization<br />12<br />Leverage Taxonomy for Site Structure and Hierarchy<br />Top-Level Sites<br /><ul><li>About the Company
  76. 76. Facilities
  77. 77. Finance and Travel
  78. 78. Human Resources
  79. 79. Information Technology
  80. 80. Legal
  81. 81. News and Events
  82. 82. Product Development
  83. 83. Sales and Marketing</li></ul>Sites may overlap with the subject taxonomy<br />
  84. 84. Determine Organization<br />13<br />Leverage Taxonomy for Site Structure and Hierarchy<br />Top-Level Sites<br /><ul><li>About the Company
  85. 85. Facilities
  86. 86. Finance and Travel
  87. 87. Human Resources
  88. 88. Information Technology
  89. 89. Legal
  90. 90. News and Events
  91. 91. Product Development
  92. 92. Sales and Marketing</li></ul>Sites may not align with the taxonomy<br />
  93. 93. Organization and Navigation<br />Organization<br />Site collections<br />Sites<br />Site Navigation<br />Top-Link bar with fly-outs<br />Quick launch bar<br />Tree view<br />Browse by metadata<br />Breadcrumbs<br />14<br />
  94. 94. 3. Determine Key Metadata Fields<br />15<br />
  95. 95. Determine Key Metadata Fields<br />Define the Term Sets for document libraries<br />Think about audience, business needs, content types<br />Define the values/terms for each metadata field/term set<br />16<br />Metadata For All Content<br /><ul><li>Document Type
  96. 96. Location
  97. 97. Subject</li></ul>Metadata By Subject<br /><ul><li>Customer
  98. 98. Event Type
  99. 99. Product Line</li></li></ul><li>Enabled by Tagging<br />Content is tagged when it is uploaded to SharePoint<br />17<br />
  100. 100. Browse and Filter in Libraries<br />Metadata tags allow users to find the information they need<br />18<br />
  101. 101. Sorting by Metadata<br />Users can sort the library by the values in any column<br />19<br />
  102. 102. Filtering by Metadata<br />Users can apply filter(s), using custom metadata values<br />20<br />
  103. 103. Filtered Results<br />Displays the parent tag and its descendents (if Include Descendents is selected) <br />21<br />
  104. 104. Faceted Search<br />Enables users to browse for information by a specific content tag<br />22<br />
  105. 105. Advanced Metadata Properties<br />You can add descriptions, synonyms, and multi-lingual tags<br />23<br />
  106. 106. 4. Validating Your Information Architecture<br />24<br />
  107. 107. Validating Your Information Architecture<br />Manual approach<br />Document Gathering into Groups<br />Subject Matter Expert Interviews<br />Tedious, time consuming, hard to validate<br />TaxonomyManager approach<br />Leverage SMEs<br />Build out faster<br />Validate easier<br />Align with core information<br />Taxonomy Manager Demo + Alignment with SharePoint 2010<br />25<br />
  108. 108. Taxonomy Manager Instant Audit<br />26<br /><ul><li>The first number represents the total documents about your IA
  109. 109. The second number represents the total number of documents in the branch
  110. 110. As an example:
  111. 111. There are 4 documents that have been tagged with “Government, politics and public administration”
  112. 112. There are 93,392 documents in the branch itself</li></li></ul><li>However, If We Dig a Little Deeper…<br />We see that we can evaluate not just the original term, but we can classify against topics about the term. If the score is above 50, we classify that document against the topic. If a document contained the term, “politics” + “public administration” + “government,” we would tag the document about this topic.<br />27<br />
  113. 113. It’s Easy to Evaluate New Terms<br />28<br />
  114. 114. Click on Suggest Clues<br />29<br />
  115. 115. All Statistically-Relevant Concepts are Returned<br />30<br />
  116. 116. You Can Test Your Non Preferred Terms As Well<br />31<br />
  117. 117. There Are Many Ways to Classify an Item<br />32<br />
  118. 118. 5. Demo<br />33<br />
  119. 119. Contact<br />Don Miller<br />VP Product Development<br />donm@conceptsearching.com<br />Rachel Sondag<br />Knowledge Management Analyst<br />rsondag@ppc.com<br />34<br />
  120. 120. Upcoming Webinars in the Series<br />Leveraging Taxonomy Term Store for SharePoint: Defining a Multi-taxonomy Structure for Content Management<br />August 10th - 11:30am-12:30pm ESTThis webinar will focus on providing strategy and best practices to designing a taxonomy and metadata schema to work with the Term Store for SharePoint 2010. There are a number of ways to manage content by leveraging this new service, whether the intent is for social collaboration or rigid categorization. PPC will review the different strategies you may take to leverage the Term Store effectively and in a manner that suits the business objectives and culture of your organization. We also review the difference between proprietary taxonomy solutions that replace the term store and those that integrate natively with the term store and why that is important to both end users and the Enterprise. Concept Searching will demonstrate their Term Store integrated Taxonomy and Auto-Classification solution that leverage PPC’s strategy and best practices. SharePoint Governance: Managing Content Sprawl<br />September 14th - 11:30am-12:30pm ESTOnce deployed within your company, SharePoint's popularity has the potential to become viral. This session will focus on how to apply a governance strategy against the SharePoint sites and objects, and how best to manage user expectations for leveraging SharePoint within your company. We also look at how using Concept Searching’s Concept Classifier for SharePoint you might automate much of the process designed to deliver a consistent user experience at retrieval time using taxonomy and automatic content tagging. Furthermore we explore using the tool to apply your Governance strategy to identify and lock down sensitive information such as PII from being published on uncontrolled portals. De-mystifying Content Types: Four Key Content Types to Leverage <br />October 19th - 11:30am-12:30pm ESTContent types are a powerful feature of SharePoint 2010 and are largely under-utilized. Learn more about content types, what they can do and how to<br />implement them across your SharePoint environment. PPC will also share four key content types to implement that span multiple industries. <br />We also review Concept Searching’s Content Type Updater, an automatic content tagging solution that can apply content types based upon <br />vocabulary and metadata. The solution, fully integrated with SharePoint 2010 and the Term Store can then workflow specific types of <br />content based upon policy and guidelines addressing such business issues as preservation and disposition, risk, and Governance. <br />35<br />

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