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Best Practices of Information Architecture and Search

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Information Architecture (IA) for a large organization is often as complex as a twisting labyrinth. In this session, we will explain, and demonstrate, why a good IA design is important for search and also provide best practices on how to plan, maintain and govern. We will also demonstrate how search provides the building blocks (entity extraction, metadata processing, etc..) for improving knowledge management and discovery scenarios for people and content.

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Best Practices of Information Architecture and Search

  1. 1. Best Practices for Information Architecture and Enterprise Search Agnes Molnar Founder, Managing Consultant, Search Explained
  2. 2. www.sharepointsummit.org Introduction – Agnes Molnar 7 years SharePoint Server MVP Enterprise Search, Information Architecture Founder & Managing Consultant Worldwide Consultancy, Guidance, Trainings, Workshops Web: http://SearchExplained.com Yammer: http://yammer.com/SearchExplained Twitter: @molnaragnes E-mail: agnes.molnar@SearchExplained.com
  3. 3. www.sharepointsummit.org Agenda Information Architecture: Organize and Classify the Content Enterprise Search: Find the Proper and Relevant Content
  4. 4. www.sharepointsummit.org Information Architecture The art and science of organizing and labeling the CONTENT (documents, web sites, blog posts, database entries, etc.) to support findability and usability
  5. 5. www.sharepointsummit.org Enterprise Search Connects people to the information they need to get their jobs done
  6. 6. www.sharepointsummit.org Enterprise Search Search Technology that your organization owns and controls
  7. 7. www.sharepointsummit.org ENTERPRISE CONTENT MANAGEMENT
  8. 8. www.sharepointsummit.org Content Management in SharePoint
  9. 9. www.sharepointsummit.org Content Management in SharePoint
  10. 10. www.sharepointsummit.org Organize and Classify Content in SharePoint Document Libraries & Folders Content Types Document Sets Managed Metadata Document ID Workflows Content Organizer Rules …
  11. 11. www.sharepointsummit.org Folders or Not Folders? Linear Structure • Requires drilling down to sub-folders • Difficulty in finding content • Inefficient during upload Every File HAS to belong to ONE folder Moving document = URL change Deep folder structure = long URL • Max URL length: 256 characters 11
  12. 12. www.sharepointsummit.org Folders or Not Folders? Lack of flexibility in views No Synonyms Folder names cannot contain special characters Folder structure can be modified by any team member (Contributor) 12
  13. 13. www.sharepointsummit.org Folders or Not Folders? Lack of Standards 13
  14. 14. www.sharepointsummit.org Folders or Not Folders? - Alternatives Tagging Document ID Content Type Document Set 14
  15. 15. www.sharepointsummit.org Why Keep Using Folders? Risk of low user adoption Metadata is a huge mind shift Permission model (folder-level) Bulk upload – No metadata enforcing/support 15
  16. 16. www.sharepointsummit.org How to use Folders? Combine Folders + Metadata + Content Types + Document Sets + … Create “Without Folders” View • Hides folder structure • Eliminates hierarchy 16
  17. 17. www.sharepointsummit.org Location: Folders vs. Document Sets Document Sets: Components, similar to folders, that enable users to collaborate on related documents without having to create a new document library or site.
  18. 18. www.sharepointsummit.org Document Sets in SP2010 Document Library Document_1 Document_2 Folder_1 Document_F1_1 Document_F1_2 Folder_F1_1 Folder_F1_1_1 Document_F1_1_1_1 DocumentSet_F1_1 Document_DS_F1_1_1 Folder_2 Folder_3 DocumentSet_1 Document_DS1_1 Document_DS1_2
  19. 19. www.sharepointsummit.org Document Sets in SP2013 Document Library Document_1 Document_2 Folder_1 Document_F1_1 Document_F1_2 Folder_F1_1 Folder_F1_1_1 Document_F1_1_1_1 DocumentSet_F1_1 Document_DS_F1_1_1 Folder_2 Folder_3 DocumentSet_1 Document_DS1_1 Document_DS1_2 Folder_F1_1 Folder_F1_1_1 Document_F1_1_1_1
  20. 20. www.sharepointsummit.org Content Types Document Document_Root Contract Technical Document Requirements System Requirements Functional Requirements Case Study User Manual Marketing Presentation For Business Decision Makers For Developers For Admins
  21. 21. www.sharepointsummit.org Content Types Storing the Templates in local folders
  22. 22. www.sharepointsummit.org Content Types Organize the Templates into Template Library
  23. 23. www.sharepointsummit.org Content Organizer Rules Property based rules Users don’t need to know where to save anymore Well organized content Searchability and Findability
  24. 24. www.sharepointsummit.org Content Organizer Rules •Use if you have clear organizing requirements •Deploy a good Search Architecture  Search Based Navigation •Don’t forget to turn on the Content Organizer Feature – on the Target Site too! •Don’t forget to implement Content Types in the Target Libraries •Teach the users!
  25. 25. www.sharepointsummit.org ENTERPRISE SEARCH
  26. 26. www.sharepointsummit.org Organize and Refine Results in SharePoint Search Refinement Panel  Managed Properties Result Sources / Query Rules  Properties (Metadata)  Content Source  Content Type  … Core Results Web Part  Managed Properties  Customization Hover Panel  Managed Properties  Customization
  27. 27. www.sharepointsummit.org Search Metadata – Crawled/Managed Properties Crawled property: metadata extracted from the documents/items during the crawl. Managed property: created from crawled properties, controlled by the Search Admins, helping users perform more efficient and successful queries:  Refiners  Properties displayed in Search Results  Sorting Properties (FAST)
  28. 28. www.sharepointsummit.org Identifying and Planning Managed Properties Crawled Property Managed Property Author CreatedBy From Author Usage Refiner Display on Result Set Display on Hover Panel Sorting by
  29. 29. www.sharepointsummit.org Search Metadata Refinement Result Type & Display Template On Hover Panel Query & Query Rules
  30. 30. www.sharepointsummit.org Search Metadata
  31. 31. www.sharepointsummit.org Managed Navigation + Search
  32. 32. www.sharepointsummit.org Managed Navigation
  33. 33. www.sharepointsummit.org Conclusions
  34. 34. Thank you for your attention! This presentation will be available on the Toronto SharePoint Summit web site a few days after the event.
  35. 35. Please rate this session! Fill out the survey for a chance to win a Surface

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