Using SharePoint for Knowledge Management: Creating the Knowledge Market presented by Jennifer McNenly at Sharepoint Saturday Toronto, July 20 2013
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Using SharePoint for Knowledge Management: Creating the Knowledge Market Learn how a law firm migrated their knowledge management resources from several separate databases into Sharepoint 2010. The goal of finding a new knowledge management system was to integrate these separate resources and provide additional functionality to make it faster and easier to find, update and maintain, as well as share and rate content. Success would be measured by increased use of firm precedents overall and significant time savings in finding appropriate resources. A completely new user experience for searching and browsing content based on a user’s practice area was designed and user tested. The session will touch upon migrating documents, the importance of managed metadata and governance in the term store, document libraries and custom document content types, building useful faceted search, search results webparts and ranking models using Sharepoint 2010 search.
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Using SharePoint for Knowledge Management: Creating the Knowledge Market presented by Jennifer McNenly at Sharepoint Saturday Toronto, July 20 2013
- 1. Thanks to our sponsors!
- 2. Join our local users groups Toronto SharePoint Users Group http://www.meetup.com/TorontoSPUG/ Toronto SharePoint Business Users Group http://www.meetup.com/TSPBUG/
- 3. Jennifer McNenly, M.A., M.L.S. Knowledge Systems Product Architect Osler, Hoskin & Harcourt LLP mcnenlyj@yahoo.com Twitter:mcnenlyj Using SharePoint for Knowledge Management Creating the Knowledge Market Presented at SharePoint Saturday Toronto
- 4. Knowledge Management at Osler
- 5. Pain points with finding Knowledge Management resources
- 6. The Problem with OOB SharePoint 2010 Search Results: Refiners!
- 7. FindIt! SharePoint 2010 out of the box search... with some customization Osler Best Bet Title is a combination of fields from the Business Connectivity Services (BCS) BCS external data source name This search works as it just yields 111 results but a search for just the word “contracts” would have thousands of results and the refiners would not reflect all the results
- 8. Building the Business Requirements
- 9. Overview of the Solution
- 10. Term Store Management in SharePoint 2010 – Managed Metadata Managed taxonomy store Term set and terms Cleaned up a master taxonomy in excel and imported it into the Term Store prior to uploading documents
- 11. Enterprise Keywords/Folksonomy Populated many of the Enterprise keywords based on the keywords field in the databases we were importing
- 12. Osler Know How Document Content Type
- 13. Custom RDF Creator & Upload Tool
- 14. Knowledge Market Search / Browse Screen
- 15. Search or Browse based on what practice group you are in Selecting a practice group allows you to view custom resources, search only that group’s content or browse their legal topics. Search Tips and Links of Interest are useful for any users. Training material is essentially just a 2 page tip sheet.
- 17. Browse my legal topics Able to see just your group’s legal topics with exact counts or see all topics across the firm.
- 18. Knowledge Market Search suggestions as you type based on certain managed metadata columns.
- 19. Search Results Best Bets for search terms entered rise to the top based on ranking by KM lawyers. There are 9 refiners: Practice group/Department, Resource Type, Legal Topics, Document Type, Matter Type, Office, Author, Year and Language. All, except Year, are managed metadata fields. Planning to add Industry and Client and Matter number.
- 20. Search Results – Browse All on a refiner True Deep Refiners with counts when you click Browse All.
- 21. Search Results – More Information screen KM lawyer rating of the precedent helps drive ranking. Enterprise Keywords or folksonomy comes from this column.
- 22. See Also References – using summary links
- 23. Other features Warnings display in the More Information screen as well as on the search results screen. Edit icon shows based on permissions. Visitors do not see it. KM Lawyers put ratings on important documents which also helps rank them higher. Feedback: Users can contact the KM lawyer if they have a question about a particular resource. The email option opens an email with the link to the More Info screen they are on.
- 24. Custom Ranking Model Get-SPEnterpriseSearchServiceApplication | Get- SPEnterpriseSearchRankingModel – to confirm custom ranking model and GUID Get-SPEnterpriseSearchMetadataManagedProperty – check the pid of your managed properties Custom ranking model in an xml file Reference the model in the core search results webpart
- 25. Where we are now
- 26. Lessons learned
- 27. Other things we are working on
- 28. Thanks to our sponsors!
- 29. Join our local users groups Toronto SharePoint Users Group http://www.meetup.com/TorontoSPUG/ Toronto SharePoint Business Users Group http://www.meetup.com/TSPBUG/
Editor's Notes
- High confidence search results webpart used for people name searches so people are at the top of the results. Weighted managed properties and authoritative sites to rank legal content higher than admin content
- Remember to check pids when you migrate to production as they will change.