Marlabs - Navigation vs Search Final


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Marlabs - Navigation vs Search Final

  1. 1. Navigation vs. Search: Striking The Right Balance Vijay Ravi Navigation vs. Search: Striking The Right Balance
  2. 2. Agenda Presentation Relevance of Information Architecture Demo 1 Realizing Information Architecture through Taxonomy Taxonomy and SharePoint Demo2 The Navigation Search Balance
  3. 3. Need The A Systematic Approach to Organize Documents
  4. 4. <ul><li>Easy to Find Documents through Navigation and Search </li></ul><ul><li>Easy to Add New Documents at the Right Place </li></ul>Gain? What do we
  5. 5. <ul><li>Amount of information grows over time </li></ul><ul><li>All of us forget where we stored information </li></ul><ul><li>and what we stored </li></ul><ul><li>Portal Search Vs. Internet Search </li></ul><ul><li>Search (including results) need to be </li></ul><ul><li>structured, instead of simple unstructured </li></ul><ul><li>content elements </li></ul><ul><li>We need the ability to aggregate information for consumers </li></ul>Information Architecture? Why
  6. 6. <ul><li>Out of the box Document Management System in SharePoint </li></ul>Illustrating the Importance of Information Architecture Demo -1:
  7. 7. <ul><li>Definition: </li></ul><ul><ul><li>Categorization structure designed by and for users </li></ul></ul><ul><ul><ul><li>Business users as primary taggers/content contributors </li></ul></ul></ul><ul><ul><ul><li>Business users (or their constituents) as their primary consumers. </li></ul></ul></ul><ul><ul><li>User for both (or either) primary or secondary categorization: </li></ul></ul><ul><ul><ul><li>Primary: Navigation, Management </li></ul></ul></ul><ul><ul><ul><li>Secondary: Search, Tagging </li></ul></ul></ul><ul><li>Method of organizing materials by subject/topic metadata (fixed vocabulary) </li></ul><ul><li>Express hierarchical relationships </li></ul><ul><li>Emphasis on subject context </li></ul><ul><li>- BT and NT relationships </li></ul><ul><li>Controlled vocabularies </li></ul>Through Taxonomy Realizing Information Architecture
  8. 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 <ul><li>Information categorized by subject or topic. </li></ul><ul><li>Instantive - each child category is an instance of the parent category </li></ul><ul><li>Partitive - each child category is a part of the parent category </li></ul>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. 9. <ul><li>Who will own taxonomy? </li></ul><ul><li>Who will develop it and how will it be developed? </li></ul><ul><li>What categorization scheme to be used? </li></ul><ul><li>Would the content contributors have the ability and willingness to tag? </li></ul><ul><li>How is the taxonomy documented? Is it easy for consumers and contributors to operate? </li></ul><ul><li>Is there a starting point (an existing taxonomy)? </li></ul><ul><li>Technology: What technology is available? </li></ul>Key Questions Taxonomy:
  10. 10. <ul><li>Incremental, extensible process that enables and identifies users and engages stakeholders </li></ul><ul><li>Keep your Audience in mind </li></ul><ul><li>Strive for Subject based Categorization </li></ul><ul><li>Maintain Consistency </li></ul><ul><li>Control Breadth and Depth </li></ul><ul><li>Provides means to an end, and not the end itself </li></ul><ul><li>Improves over time and maintained </li></ul>A lot of hard work! Taxonomy - <ul><li>Simply creating/loading documents in SharePoint, ignoring taxonomy will lead to: </li></ul><ul><ul><li>Business users not knowing where to put information </li></ul></ul><ul><ul><li>Business users not be able to navigate to right information </li></ul></ul><ul><ul><li>Difficulty in aggregating information </li></ul></ul><ul><ul><li>Search results that are not always sufficiently relevant </li></ul></ul>Taxonomy – Getting It Right
  11. 11. Example Taxonomy -
  12. 12. <ul><li>Taxonomy in SharePoint really is all about storing and finding the correct information with the minimum of hassle. </li></ul>SharePoint Taxonomy and <ul><li>Many Content Types and Formats: </li></ul><ul><li>Documents </li></ul><ul><li>Images/Media </li></ul><ul><li>Wikis/blogs/discussions </li></ul><ul><li>People records </li></ul><ul><li>Business data </li></ul><ul><li>Events </li></ul><ul><li>Residing in a single system </li></ul><ul><li>Created and managed through a common process </li></ul><ul><li>Searchable through one search engine </li></ul>SharePoint
  13. 13. <ul><li>Create a complete vocabulary (or import): </li></ul><ul><ul><li>As a list (taxonomy, thesaurus, authority file etc.) </li></ul></ul><ul><ul><li>Apply as column to be linked to content within a document library </li></ul></ul><ul><li>Allow users to tag content (if possible dynamically) </li></ul><ul><li>For Search and Discovery provide dynamic access to thesauri </li></ul><ul><ul><li>Allow users to browse/search through vocabularies using the same terms that have been applied to tag the content </li></ul></ul><ul><ul><li>Eliminate guesswork by ‘directing’ users to the proper terminology. </li></ul></ul><ul><li>Content types </li></ul><ul><li>Automated capturing of metadata and tagging by contributors </li></ul><ul><li>Use of workflows </li></ul><ul><li>Result set containing content based on user credentials </li></ul><ul><li>Enable crawling for all the custom types </li></ul><ul><li>If needed, custom development </li></ul><ul><li>Implement rights management </li></ul>Creating Taxonomies in SharePoint Taxonomy, Search and Navigation
  14. 14. <ul><li>Document Center Portal </li></ul><ul><ul><li>Improvised Document Management System (content type based routing) </li></ul></ul><ul><ul><li>Improvised Search / Search Result </li></ul></ul>Illustrating Efficient Navigation and Search Demo -2:
  15. 15. Striking the Navigation Search Balance <ul><li>Taxonomy helps implement efficient Navigation and Search </li></ul><ul><li>In order to achieve: </li></ul><ul><ul><li>Automatic routing of content to the right location based on content type </li></ul></ul><ul><ul><li>And search that leads to quick, relevant results </li></ul></ul><ul><li>Which is realized through: </li></ul><ul><ul><li>Intuitive navigation that leads from Broader Types to Narrower Types </li></ul></ul><ul><ul><li>Navigation that goes hand in hand with search </li></ul></ul><ul><ul><li>Navigation that improves efficiency of search </li></ul></ul><ul><ul><li>Governance structures to enforce efficient taxonomy </li></ul></ul>
  16. 16. Q & A
  17. 17. Thank you