High-level overview of Findability Standards developed at HBS in the context of Websites, Intranet sites and software apps. This slide deck covers the following Findability components: User Research, Search Engine, Content being indexed, Creators of the content, and Management & Support. UI standards are in a separate slide deck to be uploaded soon.
Cloud web scale discovery services landscape an overviewNikesh Narayanan
Abstract
The impact of Internet and Google like search engines radically influenced the information behavior of Net Generation users. They expect same environment in library services such that all their required information make available in a single set of results through unified search across all the available resources. Libraries have been striving to respond to this challenge for years. Until recently, federated search technology of the past decade was the better attempt in this area to meet these user expectations. But federated search solution is marked by the drawbacks of its slowness as it searches each database on the fly. New Generation cloud based Library Web scale discovery technology is a promising entrant in this landscape. This Paper attempts to provide a comprehensive overview of Library Web Scale Discovery solutions by depicting various facets of Web Scale Discovery solutions such as its importance to Library field, their possible role as the starting point for research, content coverage, and finally analyses the competition at the discovery front by comparing the services of major players. The comparative analysis shows that all the major service providers are extending competitive features and services, but varies in some areas and the adoption choice depends on the concerned library’s preferences and the cost involved.
Web scale Discovery services are becoming the most sought after solution for Libraries to connect its patrons with the relevant information they seek. Many studies show that these services are getting wide acceptance from users as well as Library staff and making revolution in Library Information retrieval arena. Given such broad implications, selecting a new discovery service for libraries is an important undertaking. Library professionals should carefully evaluate options to meet their goal of finding the best potential match for their library. This Paper attempts to provide a comprehensive overview of Library Web Scale Discovery solutions by depicting various facets of Web Scale Discovery, how it differs from federated searching and highlights the important parameters to be considered for taking an informed and confident decision on selecting discovery service.
- Web scale discovery services provide a single search box to search across a library's subscribed resources including journals, books, databases, and more. They index these resources upfront to provide fast search results compared to federated search which searches resources individually.
- Key parameters for evaluating discovery services include coverage, relevance ranking methodology, metadata quality, search refinement options, value-added features, and customer support. Subject indexing can be improved through "platform blending" which leverages subject indexes from databases.
- User studies have shown discovery services can improve search effectiveness for users compared to individual library databases or Google Scholar. Local support from the discovery service provider is important.
Implementing web scale discovery services: special reference to Indian Librar...Nikesh Narayanan
Web scale Discovery services arebecoming the widely adopted Information Retrieval solution in libraries across the world to connect its patrons with the relevant information they seek. In lieu with the world trend, Resources Discovery Solution implementation is gathering momentum in Indian libraries also.
Considering the Indian Libraries scenario, this paper attempts to provide an overview of Library Web Scale Discovery solutions, its need in Indian Libraries, important parameters to be considered for evaluation of Discovery Services, essential factors to be considered prior to implementation, stages of implementation and finally some thoughts on post implementation analysis for measuring the success.
Getting the Most from SharePoint's User ProfilesMichael Oryszak
This document discusses how to get the most value from SharePoint's user profiles feature. It covers architecture and features like the shared MySite host and personal site collections. It also discusses planning considerations like deploying the MySite host, configuring user attributes and privacy policies, leveraging existing systems through synchronization, and various approaches to governance. The goal is to understand the capabilities, define custom attributes, utilize profiles to support business processes, and focus on appropriate governance.
The document compares web scale discovery services and federated search. Federated search allows real-time searching across multiple sources but is an older technology. Discovery services use pre-harvested metadata from vast collections and provide a unified search platform, centralized index, and relevancy ranking across all results in a single interface. While federated search relies on real-time queries, discovery services provide faster searches through pre-built harvesting and indexing.
Getting the Most from SharePoint's User ProfilesMichael Oryszak
The document discusses getting the most value from SharePoint's user profiles feature. It covers architecture and features of user profiles, planning deployment including configuring the MySite host, planning user profiles by defining attributes and privacy policies, leveraging existing systems for profile data, and approaches to governance. The key aspects are understanding capabilities, defining custom attributes, synchronizing profiles, using profiles to support business processes, and prioritizing governance.
High-level overview of Findability Standards developed at HBS in the context of Websites, Intranet sites and software apps. This slide deck covers the following Findability components: User Research, Search Engine, Content being indexed, Creators of the content, and Management & Support. UI standards are in a separate slide deck to be uploaded soon.
Cloud web scale discovery services landscape an overviewNikesh Narayanan
Abstract
The impact of Internet and Google like search engines radically influenced the information behavior of Net Generation users. They expect same environment in library services such that all their required information make available in a single set of results through unified search across all the available resources. Libraries have been striving to respond to this challenge for years. Until recently, federated search technology of the past decade was the better attempt in this area to meet these user expectations. But federated search solution is marked by the drawbacks of its slowness as it searches each database on the fly. New Generation cloud based Library Web scale discovery technology is a promising entrant in this landscape. This Paper attempts to provide a comprehensive overview of Library Web Scale Discovery solutions by depicting various facets of Web Scale Discovery solutions such as its importance to Library field, their possible role as the starting point for research, content coverage, and finally analyses the competition at the discovery front by comparing the services of major players. The comparative analysis shows that all the major service providers are extending competitive features and services, but varies in some areas and the adoption choice depends on the concerned library’s preferences and the cost involved.
Web scale Discovery services are becoming the most sought after solution for Libraries to connect its patrons with the relevant information they seek. Many studies show that these services are getting wide acceptance from users as well as Library staff and making revolution in Library Information retrieval arena. Given such broad implications, selecting a new discovery service for libraries is an important undertaking. Library professionals should carefully evaluate options to meet their goal of finding the best potential match for their library. This Paper attempts to provide a comprehensive overview of Library Web Scale Discovery solutions by depicting various facets of Web Scale Discovery, how it differs from federated searching and highlights the important parameters to be considered for taking an informed and confident decision on selecting discovery service.
- Web scale discovery services provide a single search box to search across a library's subscribed resources including journals, books, databases, and more. They index these resources upfront to provide fast search results compared to federated search which searches resources individually.
- Key parameters for evaluating discovery services include coverage, relevance ranking methodology, metadata quality, search refinement options, value-added features, and customer support. Subject indexing can be improved through "platform blending" which leverages subject indexes from databases.
- User studies have shown discovery services can improve search effectiveness for users compared to individual library databases or Google Scholar. Local support from the discovery service provider is important.
Implementing web scale discovery services: special reference to Indian Librar...Nikesh Narayanan
Web scale Discovery services arebecoming the widely adopted Information Retrieval solution in libraries across the world to connect its patrons with the relevant information they seek. In lieu with the world trend, Resources Discovery Solution implementation is gathering momentum in Indian libraries also.
Considering the Indian Libraries scenario, this paper attempts to provide an overview of Library Web Scale Discovery solutions, its need in Indian Libraries, important parameters to be considered for evaluation of Discovery Services, essential factors to be considered prior to implementation, stages of implementation and finally some thoughts on post implementation analysis for measuring the success.
Getting the Most from SharePoint's User ProfilesMichael Oryszak
This document discusses how to get the most value from SharePoint's user profiles feature. It covers architecture and features like the shared MySite host and personal site collections. It also discusses planning considerations like deploying the MySite host, configuring user attributes and privacy policies, leveraging existing systems through synchronization, and various approaches to governance. The goal is to understand the capabilities, define custom attributes, utilize profiles to support business processes, and focus on appropriate governance.
The document compares web scale discovery services and federated search. Federated search allows real-time searching across multiple sources but is an older technology. Discovery services use pre-harvested metadata from vast collections and provide a unified search platform, centralized index, and relevancy ranking across all results in a single interface. While federated search relies on real-time queries, discovery services provide faster searches through pre-built harvesting and indexing.
Getting the Most from SharePoint's User ProfilesMichael Oryszak
The document discusses getting the most value from SharePoint's user profiles feature. It covers architecture and features of user profiles, planning deployment including configuring the MySite host, planning user profiles by defining attributes and privacy policies, leveraging existing systems for profile data, and approaches to governance. The key aspects are understanding capabilities, defining custom attributes, synchronizing profiles, using profiles to support business processes, and prioritizing governance.
This document discusses web-scale discovery services (WDS), including what they are, their key features and benefits, examples of major WDS providers, and considerations for implementation. Specifically:
- WDS allows users to search a library's entire collection through a single search box, ranking results based on relevancy across sources. This is presented as an improvement over federated search.
- Major WDS providers discussed include EBSCO Discovery Service, Ex Libris Primo, Serials Solutions Summon, and OCLC's WorldCat Local.
- A comparison of these providers shows they index a variety of content like the library catalog, e-books, journals, and more.
- The
Discovery platforms: Technology, tools and issuessaiful76
This document discusses the evolution of discovery tools from printed catalogues to modern integrated discovery platforms. It outlines the key features and limitations of traditional OPACs, federated search services, discovery interfaces, and web-scale discovery services. The conclusion emphasizes that no single system is perfect, and that as content becomes more open, discovery solutions should focus on open and extensible platforms that are also affordable.
Web-scale discovery tools have advantages like ease of use and speed but also limitations such as incomplete coverage and confusing interfaces. Instruction can help address limitations and move beyond just teaching tools to higher levels of information literacy. Discovery tools may index content inconsistently due to lack of metadata sharing between vendors. The interface can make it hard to distinguish resource types or access full text. Teaching how to develop search strategies and evaluate results can help students despite these limitations.
Managed metadata is a hierarchical collection of centrally managed terms that you can define, and then use as attributes for items in SharePoint Server 2013.
Web Scale Discovery Services: Google like search experienceNikesh Narayanan
This document discusses web-scale discovery services as a solution for users' difficulties in finding relevant information from a library's resources. It notes that users often start their research on Google instead of the library website due to the library lacking a single search point for all subscribed resources. A web-scale discovery service provides a Google-like search experience through pre-harvesting and indexing all library resources into a unified index, allowing users to search across materials from a single search box. The document outlines several advantages of discovery services over traditional federated search engines or Google Scholar, such as improved relevancy ranking and the ability to filter by peer-reviewed or subject indexes. Studies show discovery services can increase usage of library resources and user satisfaction
The Service-Finder Project aims to develop a platform for semantic web service discovery by:
1) Automatically generating semantic descriptions of web services by analyzing various sources of information.
2) Creating clusters of both users and services to improve search accuracy.
3) Providing a web 2.0 portal and APIs to demonstrate the technologies and support advanced search and recommendations.
Web-scale Discovery Services are becoming an integral part of libraries' information gathering arsenal. These services are able to use a single interface to seamlessly integrate results from a wide range of online sources, emulating the experience patrons have come to expect from Internet search engines. But despite their ability to streamline searching, discovery services provide a wide set of challenges for libraries who implement them. This virtual conference will touch on both the potential of discovery services as well as some of the issues involved.
Faceted Navigation of User-Generated Metadata (JDCL 2006 Workshop on Metadata...Bradley Allen
This document discusses how faceted navigation can leverage user-generated metadata to improve digital repositories. It describes how users are increasingly providing rich metadata through tagging and other means. Faceted navigation applications can aggregate and transform this metadata into a unified information architecture to enhance search and browsing. The document also presents a case study of an application called fac.etio.us that combines faceted navigation with user tagging to better organize resources.
The document summarizes key themes from the FAST Forward 08 conference on search and the user revolution:
1. Search is becoming more contextual and capable of providing related and relevant results as the amount of information grows.
2. Users are driving a shift to more personalized search that evolves based on their intentions and through user-generated content and communities.
3. The user revolution and rise of Enterprise 2.0 will drive a focus on collaboration using search as a foundation for mass collaboration.
This document summarizes an introduction to enterprise content management (ECM) concepts in SharePoint, including document management and web content management. It discusses key ECM definitions and concepts like document libraries, content types, and page layouts. It also provides an example scenario of using these features to create a publishing site for marketing press releases with approval workflows.
The document outlines an approach for developing an enterprise search strategy with 7 key steps: 1) Define search objectives and user needs. 2) Inventory information repositories and access requirements. 3) Evaluate content enrichment methods like metadata tagging. 4) Identify product requirements and evaluate vendor options. 5) Define a taxonomy to organize different search types. 6) Plan a user experience with tools to clarify search intent. 7) Implement the strategy, monitor usage, and make improvements.
Federated to Library Service Platforms
Nikesh Narayanan discusses the transition from individual library databases to integrated search platforms. He covers why integrated search is important, options like federated search and web-scale discovery, parameters for evaluating these systems, and recent advances like linked data and integration with knowledge graphs. Library service platforms are emerging as all-in-one solutions that manage collections, discovery, resource management and more. Major commercial providers and the open source FOLIO project are outlined.
The document discusses different ways libraries can customize services for patrons using technologies like RSS, widgets, and mashups. It provides examples of how some universities and public libraries have implemented these technologies. The goals are to make access to information more seamless, relevant, and personalized for users. However, challenges include privacy, development costs, and technical issues. The document predicts these customization methods will become more popular and collaborative as security improves.
Organizing Documents in SharePoint 2010Agnes Molnar
This document discusses best practices for organizing documents in SharePoint 2010. It recommends using document sets instead of folders when hierarchy is not needed and extra capabilities are required. Managed metadata should be defined by business needs and used consistently for better search results. Content types should be created at the site collection level and organized in template libraries. Content organizer rules can automatically route documents to the proper location based on metadata values, improving organization, searchability, and findability.
FAIRsharing and DataCite: Data Repository Selection- Criteria That MatterSusanna-Assunta Sansone
Through a collaboration with Datacite, FAIRsharing is working with a number of journal publishers (PLOS, Springer Nature, F1000, Wiley, Taylor and Francis, Elsevier, EMBO Press, eLife, GigaScience and Cambridge University Press) to identify a common set of criteria for selecting and recommending data repositories (and associated standards) that will be implemented in FAIRsharing. Details of this work and participants at https://osf.io/m2bce
The document proposes a metadata scheme for a wine collection digital library. It begins with an introduction explaining that wine information is commonly exchanged but current databases are mostly for selling purposes rather than an archive. It then reviews the nature and needs of wine enthusiasts based on a survey. The suggested metadata scheme is based on Dublin Core and includes elements like title, description, producer to standardize records. Sample records and tables are presented to show how the data would be structured. The rationale explains how the scheme improves management, retrieval and establishes relationships between elements like wine, producer and location. It aims to provide a standardized framework to better satisfy the needs of wine lovers.
This document discusses migrating from SharePoint 2007 to 2010. It recommends taking advantage of new 2010 features like managed metadata, improved searching, and social features. The migration process involves planning, data migration, training, and support. It advises cleaning up content by organizing it properly, applying retention policies, and designing new term stores, site hierarchies, and content types for reuse. Migrating provides an opportunity to clean up issues from the prior system and design 2010 structures to better support access and use of content. Questions can be directed to the author.
RDA Webinar - BioSharing - mapping the landscape of data standards, repositor...Peter McQuilton
A 30 minute webinar presented on behalf of the RDA/Force11 BioSharing WG, covering our work to map data standards, databases, and data policies in the life, biomedical and environmental sciences.
- The document discusses setting up an effective content management system in SharePoint by developing a content architecture and taxonomy. It covers key concepts like content types, site columns, and metadata that form the building blocks of organizing content in SharePoint.
- An effective content architecture relies on defining relevant content types and site columns and associating them with terms from the taxonomy at the appropriate levels to properly categorize and surface content.
- The presenter provides guidance on how to strategically design content types and site columns that align with business needs and allow content to be consistently organized across sites.
Skills development journal - College MagazineChloe Scott
The student created a magazine cover and contents page in Photoshop using various design elements like fonts, images, shapes and colors to establish a consistent house style between the two pages. For the cover, a masthead was made along with cover lines, a barcode, headings and graphics. Colors and textures were adjusted to match. The contents page also featured a matching gradient background, date, magazine name and article listings to maintain the style set by the cover.
The document describes new skills learned in Premiere Pro, including how to create opening titles centered on the screen, fade titles in with a cross dissolve at the beginning that smoothly transitions with the music, adjust brightness and contrast on a clip to make it brighter and happier to match the music without looking fake, and add dissolve transitions between two pieces of footage by extending the dissolve for a softer effect.
This document discusses web-scale discovery services (WDS), including what they are, their key features and benefits, examples of major WDS providers, and considerations for implementation. Specifically:
- WDS allows users to search a library's entire collection through a single search box, ranking results based on relevancy across sources. This is presented as an improvement over federated search.
- Major WDS providers discussed include EBSCO Discovery Service, Ex Libris Primo, Serials Solutions Summon, and OCLC's WorldCat Local.
- A comparison of these providers shows they index a variety of content like the library catalog, e-books, journals, and more.
- The
Discovery platforms: Technology, tools and issuessaiful76
This document discusses the evolution of discovery tools from printed catalogues to modern integrated discovery platforms. It outlines the key features and limitations of traditional OPACs, federated search services, discovery interfaces, and web-scale discovery services. The conclusion emphasizes that no single system is perfect, and that as content becomes more open, discovery solutions should focus on open and extensible platforms that are also affordable.
Web-scale discovery tools have advantages like ease of use and speed but also limitations such as incomplete coverage and confusing interfaces. Instruction can help address limitations and move beyond just teaching tools to higher levels of information literacy. Discovery tools may index content inconsistently due to lack of metadata sharing between vendors. The interface can make it hard to distinguish resource types or access full text. Teaching how to develop search strategies and evaluate results can help students despite these limitations.
Managed metadata is a hierarchical collection of centrally managed terms that you can define, and then use as attributes for items in SharePoint Server 2013.
Web Scale Discovery Services: Google like search experienceNikesh Narayanan
This document discusses web-scale discovery services as a solution for users' difficulties in finding relevant information from a library's resources. It notes that users often start their research on Google instead of the library website due to the library lacking a single search point for all subscribed resources. A web-scale discovery service provides a Google-like search experience through pre-harvesting and indexing all library resources into a unified index, allowing users to search across materials from a single search box. The document outlines several advantages of discovery services over traditional federated search engines or Google Scholar, such as improved relevancy ranking and the ability to filter by peer-reviewed or subject indexes. Studies show discovery services can increase usage of library resources and user satisfaction
The Service-Finder Project aims to develop a platform for semantic web service discovery by:
1) Automatically generating semantic descriptions of web services by analyzing various sources of information.
2) Creating clusters of both users and services to improve search accuracy.
3) Providing a web 2.0 portal and APIs to demonstrate the technologies and support advanced search and recommendations.
Web-scale Discovery Services are becoming an integral part of libraries' information gathering arsenal. These services are able to use a single interface to seamlessly integrate results from a wide range of online sources, emulating the experience patrons have come to expect from Internet search engines. But despite their ability to streamline searching, discovery services provide a wide set of challenges for libraries who implement them. This virtual conference will touch on both the potential of discovery services as well as some of the issues involved.
Faceted Navigation of User-Generated Metadata (JDCL 2006 Workshop on Metadata...Bradley Allen
This document discusses how faceted navigation can leverage user-generated metadata to improve digital repositories. It describes how users are increasingly providing rich metadata through tagging and other means. Faceted navigation applications can aggregate and transform this metadata into a unified information architecture to enhance search and browsing. The document also presents a case study of an application called fac.etio.us that combines faceted navigation with user tagging to better organize resources.
The document summarizes key themes from the FAST Forward 08 conference on search and the user revolution:
1. Search is becoming more contextual and capable of providing related and relevant results as the amount of information grows.
2. Users are driving a shift to more personalized search that evolves based on their intentions and through user-generated content and communities.
3. The user revolution and rise of Enterprise 2.0 will drive a focus on collaboration using search as a foundation for mass collaboration.
This document summarizes an introduction to enterprise content management (ECM) concepts in SharePoint, including document management and web content management. It discusses key ECM definitions and concepts like document libraries, content types, and page layouts. It also provides an example scenario of using these features to create a publishing site for marketing press releases with approval workflows.
The document outlines an approach for developing an enterprise search strategy with 7 key steps: 1) Define search objectives and user needs. 2) Inventory information repositories and access requirements. 3) Evaluate content enrichment methods like metadata tagging. 4) Identify product requirements and evaluate vendor options. 5) Define a taxonomy to organize different search types. 6) Plan a user experience with tools to clarify search intent. 7) Implement the strategy, monitor usage, and make improvements.
Federated to Library Service Platforms
Nikesh Narayanan discusses the transition from individual library databases to integrated search platforms. He covers why integrated search is important, options like federated search and web-scale discovery, parameters for evaluating these systems, and recent advances like linked data and integration with knowledge graphs. Library service platforms are emerging as all-in-one solutions that manage collections, discovery, resource management and more. Major commercial providers and the open source FOLIO project are outlined.
The document discusses different ways libraries can customize services for patrons using technologies like RSS, widgets, and mashups. It provides examples of how some universities and public libraries have implemented these technologies. The goals are to make access to information more seamless, relevant, and personalized for users. However, challenges include privacy, development costs, and technical issues. The document predicts these customization methods will become more popular and collaborative as security improves.
Organizing Documents in SharePoint 2010Agnes Molnar
This document discusses best practices for organizing documents in SharePoint 2010. It recommends using document sets instead of folders when hierarchy is not needed and extra capabilities are required. Managed metadata should be defined by business needs and used consistently for better search results. Content types should be created at the site collection level and organized in template libraries. Content organizer rules can automatically route documents to the proper location based on metadata values, improving organization, searchability, and findability.
FAIRsharing and DataCite: Data Repository Selection- Criteria That MatterSusanna-Assunta Sansone
Through a collaboration with Datacite, FAIRsharing is working with a number of journal publishers (PLOS, Springer Nature, F1000, Wiley, Taylor and Francis, Elsevier, EMBO Press, eLife, GigaScience and Cambridge University Press) to identify a common set of criteria for selecting and recommending data repositories (and associated standards) that will be implemented in FAIRsharing. Details of this work and participants at https://osf.io/m2bce
The document proposes a metadata scheme for a wine collection digital library. It begins with an introduction explaining that wine information is commonly exchanged but current databases are mostly for selling purposes rather than an archive. It then reviews the nature and needs of wine enthusiasts based on a survey. The suggested metadata scheme is based on Dublin Core and includes elements like title, description, producer to standardize records. Sample records and tables are presented to show how the data would be structured. The rationale explains how the scheme improves management, retrieval and establishes relationships between elements like wine, producer and location. It aims to provide a standardized framework to better satisfy the needs of wine lovers.
This document discusses migrating from SharePoint 2007 to 2010. It recommends taking advantage of new 2010 features like managed metadata, improved searching, and social features. The migration process involves planning, data migration, training, and support. It advises cleaning up content by organizing it properly, applying retention policies, and designing new term stores, site hierarchies, and content types for reuse. Migrating provides an opportunity to clean up issues from the prior system and design 2010 structures to better support access and use of content. Questions can be directed to the author.
RDA Webinar - BioSharing - mapping the landscape of data standards, repositor...Peter McQuilton
A 30 minute webinar presented on behalf of the RDA/Force11 BioSharing WG, covering our work to map data standards, databases, and data policies in the life, biomedical and environmental sciences.
- The document discusses setting up an effective content management system in SharePoint by developing a content architecture and taxonomy. It covers key concepts like content types, site columns, and metadata that form the building blocks of organizing content in SharePoint.
- An effective content architecture relies on defining relevant content types and site columns and associating them with terms from the taxonomy at the appropriate levels to properly categorize and surface content.
- The presenter provides guidance on how to strategically design content types and site columns that align with business needs and allow content to be consistently organized across sites.
Skills development journal - College MagazineChloe Scott
The student created a magazine cover and contents page in Photoshop using various design elements like fonts, images, shapes and colors to establish a consistent house style between the two pages. For the cover, a masthead was made along with cover lines, a barcode, headings and graphics. Colors and textures were adjusted to match. The contents page also featured a matching gradient background, date, magazine name and article listings to maintain the style set by the cover.
The document describes new skills learned in Premiere Pro, including how to create opening titles centered on the screen, fade titles in with a cross dissolve at the beginning that smoothly transitions with the music, adjust brightness and contrast on a clip to make it brighter and happier to match the music without looking fake, and add dissolve transitions between two pieces of footage by extending the dissolve for a softer effect.
Skills Development Journal - Contents PageChloe Scott
This document provides details on the design choices made for various elements of a music magazine contents page layout in Photoshop. These include using specific fonts from DaFont to match the front cover for titles, page numbers, and article information. Techniques like adding drop shadows, outer glows, and duplicating masthead images are described. Boxes and backgrounds were made distinctive with angled shapes, glow effects, and bright colors to make elements stand out. Images were also enhanced with outer glows, and text styled consistently throughout the page.
INFOGOV14 - Governing SharePoint for User AdoptionJonathan Ralton
This document discusses governing SharePoint for user adoption. It covers topics like adoption, information architecture, SharePoint building blocks, governance, and approach. The key points are that adoption is influenced by how users find and use content, content architecture and taxonomy are important for governances, and an effective governance plan that evolves with users is necessary to ensure adoption of SharePoint.
Collab365 - We Need to Talk: How to Converse with Regular People About Managi...Jonathan Ralton
This document provides guidance on how to discuss content management in SharePoint with end users. It suggests beginning by understanding the audience's goals and current processes. The discussion should examine the types of content and necessary metadata outside of SharePoint. Drawings can help explain concepts. Trigger words may indicate requirements like external sharing or projects. Pictures and prototypes in addition to specifications can validate understanding before building. The tool should fit existing processes and culture rather than forcing changes.
The document evaluates the front cover and contents page of a student magazine. For the front cover, it summarizes that the identifier, masthead, lead image, and inclusion of barcode/date/price make it look professional. However, the lead image or masthead could be resized to better frame the student's head. The contents page works due to following the front cover style, but the article font is difficult to read with many titles. Creating gradients and drop shadows were techniques learned.
SPSBMORE14 - Taming Your Taxonomy in SharePointJonathan Ralton
This document outlines a presentation on taming taxonomies in SharePoint. It discusses information architecture, content architecture, and taxonomies in theory. It then covers content types, site columns, and metadata in SharePoint in practice. An exercise is provided to have attendees organize documents into appropriate content types and columns. The presentation emphasizes planning taxonomies ahead of time and documenting them.
Este documento contiene información técnica sobre un diseño gráfico, incluyendo el nombre del diseñador, una imagen de marca, especificaciones de color en CMYK y RGB, y el código hexadecimal del color principal utilizado.
The document discusses a presentation on taming taxonomies in SharePoint. It covers content architecture and taxonomy concepts in theory, and explores content types, site columns, and metadata in practice. The presentation includes exercises to design content structures and apply metadata using SharePoint's building blocks.
SPSNH15 - We Need to Talk: How to Converse with Regular People About Managing...Jonathan Ralton
Jonathan Ralton gave a presentation on how to effectively communicate with non-technical users about managing content in SharePoint. He discussed the challenges of explaining technical concepts in plain language. Ralton emphasized listening to users, understanding their needs, and translating those needs into an architectural plan using concepts like content types, metadata, and taxonomy. He provided examples of how to discuss content management without using technical jargon and stressed an iterative process of discovery.
Skills Development Journal - Double Page SpreadChloe Scott
This document provides details on how a student designed a double page spread for a music magazine skills development journal. The student adjusted the main image slightly and added page numbers and a web address in bright pink fonts. For the artist title, they created a white rectangle with a black glow and added the title using a pink font. Other design elements included a lead line in a blue font with a black glow, stand first and byline text in Ariel font, a CD advertisement with text and glow effects, a drop cap letter, pull quotes in a bold pink font, and body copy in Ariel font in normal and bold weights. For the background, the student layered rectangles at angles.
SPSNYC15 - An Independent Evaluation of Third-Party SharePoint Analytics Offe...Jonathan Ralton
This document provides an overview of a presentation given by Jonathan Ralton of BlueMetal titled "An Independent Evaluation of Third-Party SharePoint Analytics Offerings". The presentation evaluates several third-party tools for providing analytics on a company's SharePoint intranet called "myCorptown". The presentation covers the client's goals for analytics around adoption, engagement, and retention. It also defines key terms like metrics, KPIs, and provides examples. Several third-party tools are evaluated, including Google Analytics, ActualMetrics Angelfish, Adobe Analytics, and HarePoint Analytics for their compatibility with SharePoint and ability to meet the client's requirements.
UCO16 - An Independent Evaluation of Third-Party SharePoint Analytics OfferingsJonathan Ralton
This document provides an overview of a presentation evaluating third-party analytics tools for a large company's intranet called myCorptown. The presentation discusses the client's goals in measuring engagement, adoption, retention and other metrics. It defines key terms and outlines a framework for defining metrics and KPIs. The capabilities and limitations of the built-in SharePoint analytics and third-party tools like Google Analytics, ActualMetrics Angelfish, Adobe Analytics, and HarePoint Analytics for SharePoint are compared against the client's requirements.
The document describes steps taken to design album cover art using Photoshop. It involves editing layers, adjusting colors, experimenting with effects like embossing and beveling, resizing and skewing letters, adding borders, and merging layers. The goal is to create a design that looks like a real pop/indie album cover with bright neon colors, space or rock themes, and a professional visual style.
- The document is a HTML page for a slideshow presentation titled "1Âo ESO. Tema 2. El relieve" containing 34 slides.
- It was created by user "copybird" to teach 1st year middle school students about terrain/relief as part of the curriculum.
- The page includes metadata, scripts, and CSS links to display the slideshow presentation.
Zdravsvui Druh! Ya sdelal kurs "Zaryadka Every Day with Dr.Volz".
V Russia ludi delay zaryadka? America, Canada and Australia delaet "Zaryadka Every Day with Dr.Volz"! And ochen lubyat Dr. Volz. And govoryat spasibo mister Volz. My doctrine polezny especially for Russki Chelovek.
And posledny: "Physical Zaryadka&Spiritual Prisyadka with Dr.Volz". Etot ochen ochen horoshy! Teper vtoroe part
SPSDURHAM14 - Taming Your Taxonomy in SharePointJonathan Ralton
This document provides an outline for a presentation on taming taxonomies in SharePoint. It begins with an introduction of the presenter and asks the audience about their roles and expectations. It then discusses information architecture, content architecture, and taxonomies in theory, explaining key definitions and relationships. The document covers content types, site columns, and metadata in SharePoint in practice. It includes an exercise for the audience and wraps up by reiterating the relationships between taxonomies, information architecture, and content architecture, and emphasizing the importance of planning and documentation.
The document discusses how recurring motifs, similar fonts, colors and imagery are used to effectively link ancillary products like a digipak and advert to a music video and create a cohesive promotional package. Bright high-contrast colors match the indie/folk music genre. A recurring guitar motif and filming the video in the same field where the guitar was photographed also help audience easily connect the different elements. The consistent natural colors and locations establish a clear brand style.
NHSPUG June 2015 - Must Love Term Sets: The New and Improved Managed Metadat...Jonathan Ralton
The document is a presentation on managed metadata in SharePoint 2013. It discusses the new managed metadata service, term store, and content type syndication features. The presentation provides an overview of these new features, including improvements to the user interface for managing terms, support for multi-lingual terms, managed navigation, hashtags, and the taxonomy API. It also discusses considerations for using term sets, columns, and content type publishing across sites.
SPSBOS -- How your metadata strategy impacts everything you doChristian Buckley
Presentation given 4-9-2011 at SharePoint Saturday Boston on the need for sound metadata and taxonomy strategy in any SharePoint deployment (or re-architecture).
11 areas that you should have baked into your migration plans. In this vendor session at SPS San Diego, I also gave a 20 minute demo of Davinci Migrator for SharePoint 2010.
How your metadata strategy impacts everything you doChristian Buckley
Christian Buckley discusses the importance of metadata strategy for SharePoint implementations. He explains that without a clear taxonomy and metadata plan, content becomes difficult to find, share, and govern. Buckley recommends mapping high-level site collections and content types, understanding current and future metadata needs, and establishing a governance model to guide the process. With a strong metadata strategy in place, organizations can better leverage SharePoint services and improve collaboration.
Looking Under the Hood: How Your Metadata Strategy Impacts Everything You DoChristian Buckley
A SharePoint 101 presentation that outlines metadata, taxonomy, and governance - what they are, why they are important, and how they affect everything you do inside SharePoint (specifically, SP2010)
SPSNYC14 - Must Love Term Sets: The New and Improved Managed Metadata Service...Jonathan Ralton
This document summarizes a presentation on the new and improved Managed Metadata Service in SharePoint 2013. The presentation covers the content management capabilities in SharePoint, the services architecture including service applications and proxies, and the new information architecture features in the Term Store. Key changes discussed include content type syndication across site collections using the Content Type Hub and enhanced management of terms, term sets and term set groups in the centralized Term Store.
This document discusses content classification and organization in SharePoint. It describes organizing new and existing content through methods like creating custom lists and libraries, assigning metadata, and granting access to users. Content can become disorganized over time, so the document also discusses reorganizing content through classification by usage, content types, and collaboration. Facilitating search and retrieval, addressing content bloat, and ensuring users get the right content through further classification are also summarized. The importance of tools that can perform bulk classification and enable enterprise content management is highlighted.
Looking Under the Hood -- Australia SharePoint ConferenceChristian Buckley
"Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do" was presented on 3/9/2011 at the Australia SharePoint Conference in Sydney.
SharePoint 2013 Governance Planning - SharePoint governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organization's business divisions and IT teams cooperate to achieve business goals.
11 Strategic Considerations for SharePoint Migration, presentation given by Christian Buckley at the SharePoint Best Practices Conference in August 2010, Reston VA
This document summarizes a SharePoint Saturday event in Bogota, Colombia on May 24, 2014. It provides an agenda for sessions on SharePoint farm deployment, intranet planning, solution architecture, and site components. The event will feature presentations by Haaron Gonzalez, a Microsoft MVP and SharePoint consultant.
“A survey of corporate CIOs and general counsels found that, typically, 69% of the data most organizations keep can – and should – be deleted.”
Compliance, Governance and Oversight Counsel (CGOC) Summit
So what happens to the 69%? Most likely it will get migrated with no rhyme or reason. Just because it seems easier. And the organization is still left with mismanaged, useless information. That’s only one migration scenario. Migrations can be fraught with delays, budget overruns, and overall frustration. Register for this practical and informative webinar on March 25th, sponsored by Portal Solutions and Concept Searching and learn how you can eliminate migration challenges and reach the pinnacle of success.
What you will take away:
• Learn from Portal Solutions, an industry recognized SharePoint firm, the best practices and processes to approach migration
• Understand the key challenges that need to be overcome before migration
• Obtain buy-in and build the business case on why migration adds value and does not just move content from one place to another
• Take away a clear vision of the steps involved during migration and the phases to be accomplished
• Hear about Intelligent Migration technologies using conceptClassifier for SharePoint
• See how the technology is a key component in a migration solution
• Find the ROI of using one set of technologies to facilitate the migration process, and deploy metadata enabled solutions for search, content management, data protection, records management, and any application that uses metadata.
Presentation to the Information & Knowledge Management Society in Singapore, March 2008, on approaches to integrating controlled and uncontrolled vocabularies.
KMWorld 2010_Building an Intranet Governance Strategy - Busch and Wahl_201011...andinieldananty
The document outlines an intranet governance strategy, including defining intranet governance, establishing a governance team, and developing policies. It discusses establishing a governance team charter that defines the team's scope, structure, and objectives. The team would include core members from IT, HR, and communications, as well as an extended team of content approvers. Job descriptions are provided for executive sponsors, a team lead, and core and extended team members. Content lifecycle and archiving policies are also part of developing an effective intranet governance strategy.
You have adopted Microsoft SharePoint in your organization and have end users requesting tools and applications in SharePoint. Is SharePoint really the solution? Now you need the ‘SharePoint Person’! That is the person who is the solution architect, information architect, infrastructure architect, administrator, developer and support analyst all rolled into one. What technical skills will that person or team need to have to be successful in building and supporting SharePoint Solutions. You will learn the types of SharePoint requests that can be received from end users based on a decade of experience in building SharePoint solutions, and link them to the skillets that are required by your SharePoint team. You will also understand the skills required to support and maintain an effective Microsoft SharePoint environment.
Metadata Management In A Social Media World, Spsbos, 2 2010Christian Buckley
Presentation given at the Feb 27, 2010 SharePoint Saturday event in Boston (Waltham, MA) by Christian Buckley, Senior Product Manager with echoTechnology. The premise of the presentation is that metadata and taxonomy drive the integration and business utility of social media.
Ferraz Ia252 Developing An Information Architecturemferraz
This document summarizes an information architecture presentation by Mark Ferraz. It discusses the importance of information architecture and planning, and outlines best practices for defining audiences, activities, and security. It also covers stakeholder analysis, designing for vertical business segments, and using a building blocks approach to provide context and flexibility.
The document provides guidance on designing the information architecture and site structure for a SharePoint implementation. It discusses designing the site taxonomy, columns, content types, keywords, promoted results, managed properties, information management policies, and managed navigation. The key aspects covered include defining the relationship between sites and site collections, planning reusable metadata through site columns and content types, configuring search components and properties, and planning the term set structure. The goal is to design flexibility and scalability into the SharePoint topology from the start.
Similar to Jonathan Ralton - Governing SharePoint For User Adoption (20)
Information Governance in the Cloud: Compare and Contrast (2020 update)ARMA International
Build your cloud knowledge. With CIO surveys showing over 90% of businesses use the public cloud, now is the time to improve your cloud readiness! Engage in lively discussion with the experts who worked directly with Amazon, Box, Google, IBM, Microsoft and other major cloud providers on the IG elements of their cloud solutions. Explore the Cloud’s information governance (IG) features for retention, legal holds, disposition information protection and more! Expanding your knowledge will assure your place at the table as a valued resource, as your organization leverages the cloud.
Key Takeaways:
- Examine key information governance capabilities of cloud solutions
- Compare and contrast cloud support for creation-date versus event-based retention
- Discuss legal hold capabilities
- Consider automated disposition features
Speakers
- Carol Stainbrook - Cohasset Associates
- Michael Haley - Cohasset Associates
“7 "Reasonable Steps" for Legal Holds of ESI and Other DocumentsARMA International
A session based on the wildly popular book published by ARMA International, you’ll learn about the 7 “reasonable steps” and get an update on where things have changed since the original publication.
Key Takeaways:
- Learn about the 7 “reasonable steps”.
- Understand how expectations have changed over time.
- Gain actionable knowledge that you can apply to your handling of ESI.
Speakers
- John Isaza - Rimon, P.C
- John Jablonski - Gerber Ciano Kelly Brady LLP
ARMA's Information Governance Implementation Model (IGIM): The Way Forward Fo...ARMA International
Learn about ARMA’s new model for Information Governance, the ARMA Information Governance Implementation Model (IGIM). In this session you’ll get an overview of this new methodology for helping your organization move forward in your Information Governance endeavors. You’ll also learn how this model can also be utilized for maturity assessment and how ARMA is connecting the IGIM to future resources.
Key Takeaways:
- Receive an overview of the Information Governance Implementation Model
- Understand how the IGIM can be utilized in your organization
- Learn how ARMA is utilizing the IGIM for future resources development
Speakers:
- Nick Inglis, IGP, INFO, CIP, Executive Director of Content & Programming - ARMA International
- Ann K. Snyder, Manager of Content Development - ARMA International.
Jocelyn Gunter - Bringing The Information Disciplines TogetherARMA International
This document discusses bringing different information disciplines together such as who can and should access information, what data can and should be collected, and how information can and should be leveraged. It raises questions around balancing access with appropriate use of personal data.
Nick Inglis - A Complete Circle (Open Source Knowledge, The Hubble Telescope,...ARMA International
The initial work of the Information Coalition is now complete with the release of the Information Body of Knowledge (InfoBOK) and the creation of our open designation, the INFO. Our profession has been changed by the Information Governance Conference. What comes next for an Information Professional? Looking at our downstream processes for information and finding new ways to influence improvement.
Morgan Templar - Connecting IT Strategy To Business Operations For Seamless C...ARMA International
Everyone is talking about moving to the Cloud, using Machine Learning, Big Data, and AI. Why do so many of these efforts fail? Imagine trying to build your stairway to heaven without a solid foundation poured first. Information Governance is a critical foundation before undertaking these exciting new efforts of the digital age.
Ty Molchany - Information Remediation After Mergers & Acquisitions: An Auto-C...ARMA International
A large global Pharmaceutical company expanded its product portfolio through mergers and acquisitions. However, this resulted in the company acquiring huge amounts of regulatory data and information that did not have proper classification, metadata, or retention periods. This Case Study is a real world example of the approach taken by the organization to streamline how it identified, analyzed, classified, remediated, and properly disposed of information.
Where is your information? Really - where is your information. We understand the pearls and challenges of managing our content within our own systems - built what about the information on the edge of our systems? IoT has showed us that this may be the most fragile component of our eco-system. And FOG computing shows us that we may not even know about some of our own systems. We will review these technologies and the challenges they bring.
Tod Chernikoff - Conducting large scale records inventory (handout)ARMA International
A handout resource on conducting a large scale records inventory from Tod Chernikoff. Related to Presentation: https://www.slideshare.net/InfoGovCon/tod-chernikoff-conducting-a-large-scale-records-inventory
Kathryn Rattigan - Cybersecurity & The Commercial Done IndustryARMA International
Drones are increasingly being used for commercial purposes but this brings cybersecurity risks as drones can be vulnerable to cyber attacks. The document discusses regulatory compliance requirements for commercial drone use including FAA's Part 107 rules. It also outlines potential drone uses and privacy/data concerns when collecting information. The document provides tips for mitigating cyber risks to drones such as keeping software updated, encrypting communications, and implementing network security practices.
Randy Moeller - Mitigating Application Risk Upfront (Without Increased Hair L...ARMA International
Companies run on a lot of applications that contain every imaginable type of information. All of them are developed with the intent of helping their company win in their marketplace. However, there are many issues related to privacy, security, regulations, etc., and a project manager doesn't have time to dissect them all. In the zeal to win, the applications are launched and consequences follow. Besides the data disasters in the news, companies spend extra funds to make their applications compliant. To help our various brands win in the market, we developed a compliance review team and application that works with the project manager in developing their application with the proper controls to avoid the numerous pitfalls that exist today.
Rivalries and scouting the competition.
Building a winning team.
Financial considerations.
Going to the game vs watching at home.
Tips for getting selected to the All-Star team.
This session will delve into the step-by-step information gathering process and technical analysis that goes in to crafting an enterprise data model. Taxonology is where taxonomy modeling theory meets technology - and the sparks fly!
Steve Weissman, Patrick O'Guinn, Kevin Parker, Donda Young - Planning For Inf...ARMA International
Every piece of information your organization generates is (or should be!) used to substantiate something important going on – institutional knowledge, business best practices, policy compliance, etc. So controlling it well is critical to ensuring the viability and integrity of the data for all your organizational purposes. Come join the conversation!
The cybersecurity industry has a very keen focus on improving security practices, processes, and procedures through effective security awareness & training; however, organizations do not meet critical success factors with security & awareness training due to training human capital to act as machines.
Michael Fillion - Data Governance In The Digitally Transformed EnterpriseARMA International
The key components of trusted data are: Auditability - the ability to easily query and historically report on data used by APIs exactly when the data was provisioned, down to the microsecond, Traceability - the ability to easily link conformed data used by APIs to its raw form with any other relevant information about the source application, Provenance - the ability to know details about where your data come from, who sent it, when it was sent, and the overall status of the data.
The document discusses various leadership theories and models that can help one develop leadership skills and get "from here to there" as a leader. It covers Maslow's hierarchy of needs, the differences between management and leadership, the Blake and Mouton managerial grid, Hersey-Blanchard situational leadership, participatory leadership, and how personality types and culture can influence leadership styles. The document emphasizes the importance of overcoming incompetence, continuous self-improvement, promoting diversity, ethical behavior, and earning trust to become an effective leader.
Ali Daneshmand - How Does Institutional Culture Influence Information GovernanceARMA International
Researcher and Professor, Ali Daneshmandnia, shares his research on organizational culture and its' effects on Information Governance. How can one shift to a culture that is more likely to accept and accelerate Information Governance efforts? Learn in this unique session with critical research for the profession.
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
Understanding User Needs and Satisfying ThemAggregage
https://www.productmanagementtoday.com/frs/26903918/understanding-user-needs-and-satisfying-them
We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
Best practices for project execution and deliveryCLIVE MINCHIN
A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬
Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Stone Art Hub
Stone Art Hub offers the best competitive Marble Pricing in Dubai, ensuring affordability without compromising quality. With a wide range of exquisite marble options to choose from, you can enhance your spaces with elegance and sophistication. For inquiries or orders, contact us at ☎ 9928909666. Experience luxury at unbeatable prices.
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...Aleksey Savkin
The Strategy Implementation System offers a structured approach to translating stakeholder needs into actionable strategies using high-level and low-level scorecards. It involves stakeholder analysis, strategy decomposition, adoption of strategic frameworks like Balanced Scorecard or OKR, and alignment of goals, initiatives, and KPIs.
Key Components:
- Stakeholder Analysis
- Strategy Decomposition
- Adoption of Business Frameworks
- Goal Setting
- Initiatives and Action Plans
- KPIs and Performance Metrics
- Learning and Adaptation
- Alignment and Cascading of Scorecards
Benefits:
- Systematic strategy formulation and execution.
- Framework flexibility and automation.
- Enhanced alignment and strategic focus across the organization.
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
Easily Verify Compliance and Security with Binance KYCAny kyc Account
Use our simple KYC verification guide to make sure your Binance account is safe and compliant. Discover the fundamentals, appreciate the significance of KYC, and trade on one of the biggest cryptocurrency exchanges with confidence.
8. Adoption
Adoption is accelerated when your users
1. Find the software comprehensive and flexible
2. Truly enjoy their work with and utilization of the software
3. Gain real business value out of it
25. Farms Web
Applicat
ion
Content
Databas
e
Site
Collecti
on
Site
List
Library
Folder
Docume
nt Set
Site
Content Column
Type
External
Content
Type
Manage
d
Metadat
a
Navigati
on
Search
Manage
Crawled
Property
d
Property
Workflo
w
Content
Organiz
er
Records
Center
27. Context
Farm
Web
Application
Content
Database
Site
Collection
Site List/Library
Item
Item
Site
Collection
Site List/Library Item
Site List/Library Item
Content
Database
Site
Collection
Site List/Library Item
Web
Application
Content
Database
Site
Collection
Site
List/Library
Item
Item
Site List/Library Item
Collection
Site
37. Approach
Talk to your users
Match SharePoint to the
business processes, not the
reverse
Consider your culture
Plan before building
Showcase
Revisit
38. Necessary
SharePoint requires governance
to ensure adoption, given its
flexibility and shift in paradigm
for online collaboration.
39. Jonathan Ralton
Email jonathanr@bluemetal.com
Twitter @jonralton
Blog blog.jonralton.net
Editor's Notes
GOOD AFTERNOON
My name’s Jonathan and I’m with a company up in Boston called BlueMetal Architects, a Microsoft partner; I’ve had going on nine years of hands-on SharePoint experience
Let’s get a show of hands.
Who’s using SharePoint?
Keep them up…
Who thinks their organization knows enough about SharePoint to manage it well?
Who thinks they can find stuff easily in their system?
Who thinks their content is useful once they find it?
I’m going to be talking to you about what I think are some of the key aspects of governance that contribute to user adoption, and these aspects don’t have anything to do with the latest bells and whistles and using shiny objects to get your users using SharePoint effectively.
We only have a short amount of time, of course, so…
We’re going to briefly discuss what adoption is,
How classification of your content can affect it,
What SharePoint provides to you to build with,
How you might think about governing with this stuff in mind, and
What your actual approach might be.
Can you define adoption concisely in a way that is applicable to all organizations?
Your definition is going to be different than your definition.
You want to think about the actual person sitting at their desk and what their problems are.
What do you want this person to do differently?
What you want that person to do differently should be something that is good if you want them to change the way they behave
To help that person do something differently, you want to consider your change management strategy
This involves not just turning something on and seeing what happens, although sometimes this actually may work—if you’re Apple, for example. If it’s so intuitive, then go ahead, but who thinks that SharePoint is as easy to use as their iPhone?
Part of this change management strategy will be to encourage this continued behavior
We don’t want them to do something differently once, we want that result to be sustained
And that’s the system’s responsibility
So let’s think about this adoption thing; it’s hard to define, and this isn’t by any means a comprehensive definition
But I want us to consider what factors might accelerate this holy grail called adoption
OK, so how can we help our user out?
They’re sitting at their desk and they need stuff to do their job.
Information Architecture is the blueprint for how your content is stored and managed and how users will interact with it
It is derived ultimately from your taxonomy, which contributes to your content architecture
This is where you add processes, policies, activities…
The processes, policies, and activities around managing your content combined with the user interface and user experience is what contributes to all that and becomes your IA
Why do we talk about how we store content?--it’s not just because it’s a best practice or it’s fun.
I find it fun…
This has to do with your overall content strategy.
Why do you care about a content architecture?
You need it if you want to approach effective CM.
It’s part of a process which is going to help you achieve your content strategy and will form the foundation for content management
Why you store your content leads to
How you store your content
and a well defined CA will lubricate successful CM
Remember those circles—Information Architecture parts of the whole
The real underlying key here is your taxonomy
This is how you classify and categorize your content, or how you label and group it
In talking about these big concepts—content architecture and taxonomy--What are the common threads here?
What does taxonomy as part of content architecture look like?
It’s structuring
And organizing
How are we going to get there?
We’re grouping things
To be able to classify and categorize
Why do we work with taxonomy?
Again, findability
And usability
CONTENT
It’s also about your USERS.
If you think about how that person at their desk likes to get to stuff, it’s about half and half.
Some people like to follow a map and street signs along the way to get to where they want to go.
Others like to search for their content and expect it to come up pretty high in the result set.
What kind of person are you?
Think about your email. If you’re a filer and have tons of nested folders that you put your emails into, you’re probably a light red ‘navigation’ person.
If you’ve got all your emails in your Inbox and anytime you want to find something you type in a keyword or you group and sort by sender, you’re probably a dark red ‘search’ person.
You have to consider both approaches in building out your taxonomy.
Once you’ve located some content…
We want some qualitative data about the content to differentiate it from the sea of other documents and blog posts and images…
The goals, again, are helping users FIND their stuff and USE it effectively.
Taxonomy is part of the bigger picture; shouldn’t be examined in a vacuum.
Other parts of your content architecture will include policies, workflows, etc.
Again, we’re looking at crafting this content architecture because we want to get to effective CM
Again, you combine a CA with all the elements of the user experience to comprise your IA
Let’s get back to what we talked about around adoption for a moment.
What your content is, where it is, how it is presented… these will all affect your users’ behavior
We’re talking about findability and usability
Positive experience around these qualities are not the only things that will help, but they will definitely drive adoption
Our context here is SharePoint of course, so what does SharePoint give to us to work with to implement a good information architecture?
We have ALL these things to build with in SharePoint, and more…
How do we do it right?
We’ve got metadata, which is, in SharePoint…
Your Content Types
These are definitions of kinds of content
Who has worked with a content type in SharePoint?
“a reusable collection of:
metadata (columns),
workflow,
behavior, and other
settings
for a category of items or documents in a…list or document library”
Your Site Columns
These are containers for specific kinds of information about your content that will help differentiate it from other content
“a reusable column definition, or template, that you can assign to multiple lists across multiple SharePoint sites”
SharePoint gives us several layers to work with from the farm all the way down to individual items.
It’s important to understand what can be configured where and the scope of those decisions.
Line of demarcation
On-Premise vs. the cloud/Office 365
When you combine your taxonomy and consider it within the context of your content within SharePoint, this is really where you can start to institute governance
These are just some of the things that are really useful blades in that Swiss Army Knife known as SharePoint
They can all help you with different aspects of governance and influence adoption
OK, so it’s InfoGovCon—when’s he going to get to the ‘gov’ part?
So we are now exposed to what SharePoint can give us out of the box.
Do you want to turn all this stuff on and hope for the best?
The goal is to create Pleasantville.
But you’re going to end up in the Wild West if you don’t think carefully about the stuff we’re considering today and craft a governance plan that supports and sustains the system.
Again, CONTENT
You need to maintain it throughout its life
And you need to consider when you no longer need it, too
Crafting this plan can be a good thing or it can be a bad thing as far as adoption goes
Think about Christian’s opening keynote—do you set up a police state? Can your users self-govern?
This isn’t a one-time thing.
As the system ages,
As your organization changes,
As your processes develop further,
As your users evolve… the plan must evolve.
Form a committee and continue to meet about your governance plan.
Talk to your users
The worst IT organizations operate behind a wall
Go talk to that person at their desk
Don’t assume
Don’t prescribe
Match SharePoint to the business processes, not the reverse
It’s better to try to bend the system as much as possible rather than asking your users to change what they do because the system doesn’t work they way they do
Consider your culture
Some organizations do well with change and innovation
Some do well with strict guidelines
Plan before building
Don’t just turn SharePoint on and start clicking.
Showcase
Find some enthusiastic users and help them through solving one problem. Then market it.
Revisit
Lather, rinse, repeat
Don’t walk away after you undertake this effort to never return
This may mean time allocation and even budget
It’s not an option; you need a governance plan for SharePoint
It influences adoption
Because SharePoint has so many of those blades on the knife
Because SharePoint is so malleable
It’s a complete change from file shares and managing documents within folder structures—this is working together on content with content in a browser
Thanks so much for your interest in this and find me later on if you have some questions; I’d love to meet you and talk about what thoughts came up for you as we discussed all this.
Reach out to me and check out my blog.