Using an Enterprise Wiki site template in SharePoint 2010 with out of the box search and no taxonomy to create a strong search foundation.

1. Making search work without a taxonomy!
Rob Kocher
September 20, 2014

2. NEW JERSEY SHAREPOINT USER GROUP
•Different SharePoint discussions each month on various topics. Announced on meetup.com
•Meets 4th Tuesday of every month
•6pm – 8pm
•Microsoft Office (MetroPark)
•101 Wood Ave, Iselin, NJ 08830
•http://www.njspug.com
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3. THANK YOU EVENT SPONSORS
•Diamond & Platinum sponsors have tables here in the Fireside Lounge
•Please visit them and inquire about their products & services
•Also to be eligible for prizes make sure to get your bingo card stamped
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4. ALL ABOUT ME
•Waterski Bum (nationally ranked kneeboarder and barefooter – 1996)
•Accounts Payable
•Workman’s Comp auditor
•Husband
•Accounts Payable
•Project Team procedure writing
•Dad
•SharePoint site administrator
•TBD
Twitter: @Robert_Kocher
Linkedin: pub/rob-kocher/12/750/541
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5. ALL ABOUT ME
•Waterski Bum (nationally ranked kneeboarder and barefooter – 1996)
•Accounts Payable
•Workman’s Comp auditor
•Husband
•Accounts Payable
•Project Team procedure writing
•Dad
•SharePoint site administrator
•TBD
Twitter: @Robert_Kocher
Linkedin: pub/rob-kocher/12/750/541
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6. AGENDA
The Problem
The Approach
Examples
The Solution (Demo)
Measuring Results (Demo)
Twitter: @Robert_Kocher
Linkedin: pub/rob-kocher/12/750/541
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7. THE PROBLEM
•Separate information repositories for procedures
•Difficult or no search capabilities (navigation only)
•No linkage of related procedures
•Difficult to request changes and update information
•Any design or functionality changes required IT involvement
•Not enough support to create a taxonomy or have it loaded into the term store.
Twitter: @Robert_Kocher
Linkedin: pub/rob-kocher/12/750/541
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8. THE APPROACH
•Navigation: Provide home/index pages allowing those that resist change to navigate
•Content: Move from documents into web pages
•Consistency: Use of CSS, content editor web part and consistent page structure
•Content changes: Provide ‘recent changes’ information
•Search: Enterprise wiki pages and metadata
•Feedback: Provide simple change request and feedback forms
•Measure: Search metrics
How is this going to work without a taxonomy?
Twitter: @Robert_Kocher
Linkedin: pub/rob-kocher/12/750/541
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9. EXAMPLE 1 – NAVIGATION (HOME PAGES)
Lotus Notes
SharePoint Knowledge Center

10. EXAMPLE 2 – NAVIGATION
Metadata Navigation Results
Metadata Navigation
For Content Creators
•Added metadata for metadata navigation
•Created views, including a datasheet view for mass updating

11. EXAMPLE 3 – PAGES VS. DOCUMENTS
Knowledge Center Search
Normal SharePoint Search
•Title field is critical for search!
•Created a descriptive paragraph at top of page about the page content

12. EXAMPLE 4 – CONSISTENT PAGES
•CSS is your friend!
•Break up existing documents
oOverviews
oProcedures
oKey terms
•Use anchor tags for long pages

13. EXAMPLE 5 – RECENT CHANGES
All updates
•Created a view of all recent changes
•Created a view and link for recent changes by each process using the metadata navigation feature
•Link button placed on all home pages
Process specific updates

14. EXAMPLE 6 – CHANGE REQUESTS AND FEEDBACK
Feedback Form
•Created a new, simplified process for requesting changes
oMore accountability for approvers
•Created and promoted easy feedback loop
oImportant to respond quickly to feedback
Change Request

15. MEASURING RESULTS
•Review site collection web analytics
oDaily Unique visitors
oTop pages and visitors
oNumber of queries
oTop queries
oFailed queries
—Term or phrase
—Percentage abandoned
Twitter: @Robert_Kocher
Linkedin: pub/rob-kocher/12/750/541
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16. LET’S GET TO THE DEMO!

17. QUESTIONS
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Email: xboarder2001@gmail.com
Twitter: @Robert_Kocher
LinkedIn: www.linkedin.com/pub/rob-kocher/12/750/541