This document discusses using visual tools to help achieve shared understanding when dealing with complex information architecture and taxonomy problems in SharePoint. It introduces several visual tools like mind mapping, dialogue mapping, wireframing and process mapping that can assist with tasks like discovery, taxonomy development, and workflow design. The document emphasizes that these problems are "wicked" due to social complexity, and that visual tools on shared displays can help stakeholders get on the same page.
SPS Chicago - Practical Information ArchitectureRuven Gotz
This document discusses using visual tools to assist with SharePoint information architecture and taxonomy design. It introduces mind mapping as a tool to help discover and organize content, explore metadata, and prioritize taxonomy terms. Process mapping and wireframing are also presented as useful for modeling workflows and page designs. The document emphasizes that these visual tools combined with facilitated workshops can help stakeholders develop a shared understanding of an information architecture.
SharePoint Fest - New York - 2014 - Practical SharePoint Information Architec...Ruven Gotz
This document provides an overview of practical information architecture for SharePoint. It discusses the roles of an information architect and business analyst when working with SharePoint. It emphasizes the importance of soft skills like getting stakeholders on the same page through shared understanding. Various visual tools are presented that can help with shared understanding, such as mind mapping for navigation, taxonomy, and prioritization. Other tools discussed include dialogue mapping, wireframing with Balsamiq, and process mapping. The document stresses that social complexity makes problems "wicked" and that getting to shared understanding is crucial when using visual tools with shared displays.
This document provides an overview of practical SharePoint 2010 architecture planning. It discusses server topologies including all-in-one, dedicated SQL and SharePoint servers, and multiple server options with load balancing and high availability features. Service applications and their resource requirements are reviewed. Software boundaries and limits are presented in a quiz format. Finally, a search topology example is shown and options for scaling search are described. The presentation aims to provide guidance on architectural components and design considerations for a SharePoint deployment.
How to Optimize Your Metadata and TaxonomyIXIASOFT
1. The document discusses how to optimize metadata and taxonomy by creating a content strategy plan, determining key metrics, applying metadata to content, and communicating results to stakeholders.
2. It outlines the key steps: create a content strategy plan, determine metrics to measure goals, apply metadata to content using a metadata schema, and communicate results using reports and queries.
3. Applying metadata according to the strategy helps users find content and measures strategy success, while communicating results builds trust and credibility with stakeholders.
E-commerce: cenários, gargalos e oportunidadesVivianne Vilela
O documento discute os desafios e oportunidades do e-commerce no Brasil. Apresenta mitos sobre varejo online, diferenças entre lojas físicas e online, cenário atual no Brasil e nos EUA, gargalos históricos como logística e tributação, e a importância de nichos, atenção ao cliente e relacionamento para o sucesso no e-commerce.
Requirements Workshop -Text Analytics System - Serene ZawaydehSerene Zawaydeh
This document provides an overview of a requirements workshop for a text analytics system. It discusses preparing for the workshop by interviewing stakeholders and understanding existing processes. The workshop would explore business requirements like delivery timeline and budget, and requirements for the text analytics system like processing unstructured data from different communication channels. Strengths of a requirements workshop include gaining agreement on priorities, but weaknesses include potential issues from stakeholders not being identified prior to the workshop.
SharePoint Saturday Toronto - Practical SharePoint IA - July 20 2013Ruven Gotz
This document contains the slides from a presentation by Ruven Gotz on practical information architecture and visual tools for SharePoint. The presentation covers topics such as what an information architect and business analyst do, mind mapping, taxonomy, content types, workflow mapping, and wireframing tools like Balsamiq. The goal is to provide visual ways of achieving shared understanding which is key for dealing with complex problems in SharePoint projects.
SPS Chicago - Practical Information ArchitectureRuven Gotz
This document discusses using visual tools to assist with SharePoint information architecture and taxonomy design. It introduces mind mapping as a tool to help discover and organize content, explore metadata, and prioritize taxonomy terms. Process mapping and wireframing are also presented as useful for modeling workflows and page designs. The document emphasizes that these visual tools combined with facilitated workshops can help stakeholders develop a shared understanding of an information architecture.
SharePoint Fest - New York - 2014 - Practical SharePoint Information Architec...Ruven Gotz
This document provides an overview of practical information architecture for SharePoint. It discusses the roles of an information architect and business analyst when working with SharePoint. It emphasizes the importance of soft skills like getting stakeholders on the same page through shared understanding. Various visual tools are presented that can help with shared understanding, such as mind mapping for navigation, taxonomy, and prioritization. Other tools discussed include dialogue mapping, wireframing with Balsamiq, and process mapping. The document stresses that social complexity makes problems "wicked" and that getting to shared understanding is crucial when using visual tools with shared displays.
This document provides an overview of practical SharePoint 2010 architecture planning. It discusses server topologies including all-in-one, dedicated SQL and SharePoint servers, and multiple server options with load balancing and high availability features. Service applications and their resource requirements are reviewed. Software boundaries and limits are presented in a quiz format. Finally, a search topology example is shown and options for scaling search are described. The presentation aims to provide guidance on architectural components and design considerations for a SharePoint deployment.
How to Optimize Your Metadata and TaxonomyIXIASOFT
1. The document discusses how to optimize metadata and taxonomy by creating a content strategy plan, determining key metrics, applying metadata to content, and communicating results to stakeholders.
2. It outlines the key steps: create a content strategy plan, determine metrics to measure goals, apply metadata to content using a metadata schema, and communicate results using reports and queries.
3. Applying metadata according to the strategy helps users find content and measures strategy success, while communicating results builds trust and credibility with stakeholders.
E-commerce: cenários, gargalos e oportunidadesVivianne Vilela
O documento discute os desafios e oportunidades do e-commerce no Brasil. Apresenta mitos sobre varejo online, diferenças entre lojas físicas e online, cenário atual no Brasil e nos EUA, gargalos históricos como logística e tributação, e a importância de nichos, atenção ao cliente e relacionamento para o sucesso no e-commerce.
Requirements Workshop -Text Analytics System - Serene ZawaydehSerene Zawaydeh
This document provides an overview of a requirements workshop for a text analytics system. It discusses preparing for the workshop by interviewing stakeholders and understanding existing processes. The workshop would explore business requirements like delivery timeline and budget, and requirements for the text analytics system like processing unstructured data from different communication channels. Strengths of a requirements workshop include gaining agreement on priorities, but weaknesses include potential issues from stakeholders not being identified prior to the workshop.
SharePoint Saturday Toronto - Practical SharePoint IA - July 20 2013Ruven Gotz
This document contains the slides from a presentation by Ruven Gotz on practical information architecture and visual tools for SharePoint. The presentation covers topics such as what an information architect and business analyst do, mind mapping, taxonomy, content types, workflow mapping, and wireframing tools like Balsamiq. The goal is to provide visual ways of achieving shared understanding which is key for dealing with complex problems in SharePoint projects.
The pain of metadata - SharePointalooza - 2015Ruven Gotz
The document is a presentation on metadata that provides definitions and examples to help explain the concept. It defines metadata as "data about data" and uses animal sounds as an analogy to illustrate how metadata distinguishes different types of data. It also discusses taxonomy and how it relates to organizing metadata using classification systems. The presentation emphasizes that metadata is important for functions like search, workflows, and records management. It concludes that metadata is most successful when its purpose and use is clear, responsibility is shared, and the approach is simple focusing on key elements.
Collaboration and enterprise social tools-SharePointAlooza - 2015Ruven Gotz
This document discusses collaboration tools and enterprise social tools. It defines enterprise social tools as those that bring dispersed workers together virtually to build ongoing conversations around common goals. Examples discussed include Yammer and how it differs from Facebook. The value of enterprise social is described as rapid access to information and knowledge from colleagues. Governance and planning are recommended to ensure enterprise social tools achieve business goals and outcomes. Integration of tools like Yammer with SharePoint is seen as providing enhanced collaboration capabilities.
Metadata taxonomy and content types oh my spscbus - aug 2015Ruven Gotz
This document summarizes a SharePoint Saturday event in Columbus, Ohio in 2015. It provides information on parking, schedules, locations for lunch and snacks. It also includes information on a raffle and instructions to turn in a sponsor BINGO card. The document advertises a post-event social at a brewery with the address and website.
Enterprise social what is the real value to the business - sps boston - jun...Ruven Gotz
SharePoint Saturday Boston - Presentation on understanding Enterprise Social tools and Yammer and a couple of aspects that can bring value to the business.
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015Ruven Gotz
Getting all stakeholders on the same page is a crucial element to a successful project. In this workshop we cover techniques for eliciting stakeholder goals and pain points, and how to capture and share requirements in visual ways that short circuit and accelerate the usual process.
Enterprise social-what is the real value to the business - SPFest DC - April ...Ruven Gotz
Learn about real-world reasons to use Enterprise Social Tools like Yammer. This presentation is about how social tools can help to set the stage for Frictionless Collaboration.
Metadata taxonomy and content types oh my collab con - mar 2015Ruven Gotz
This document is a presentation about taxonomies, content types, and metadata. It begins with introductions and then defines metadata as "data about data" that can help classify, organize, and find information. It discusses how taxonomies can be used to categorize information in a hierarchy, using Carl Linnaeus' biological taxonomy as an example. Content types are then introduced as templates that enforce common attributes for groups of documents. The presentation notes that while tools like SharePoint aim to help with organization, metadata is still difficult to implement effectively in practice due to challenges around focus, responsibility, and complexity. It emphasizes the importance of clear goals and sharing responsibility for metadata.
Enterprise social what is the real value to the business - collab con - mar...Ruven Gotz
This document summarizes a presentation on enterprise social and its value to businesses. It discusses how enterprise social can help dispersed teams stay connected through asynchronous and broadcast tools. It also explains how social tools can help employees rapidly access information and knowledge from colleagues. The presentation provides examples of social tools like Yammer and how they differ from consumer social networks. It emphasizes the importance of planning governance for enterprise social and outlines some key lessons learned about securing support, communicating goals, and engaging evangelists for successful adoption.
Enterprise social what is the real value to the business - sps philly - mar...Ruven Gotz
This document provides an overview of enterprise social and its value. It begins with two stories that illustrate how enterprise social can help dispersed teams stay connected and allow rapid access to knowledge from colleagues. It notes the cultural shift of working "out loud" that is required. The document contrasts enterprise social with consumer social and marketing tools, and examines the value of planning governance for enterprise social. It also discusses the benefits of integrating enterprise social, like Yammer, with existing tools like SharePoint, and outlines lessons learned for a successful enterprise social implementation.
Metadata taxonomy and content types oh my sps philly - mar 2015Ruven Gotz
This document is a presentation about taxonomies, content types, and metadata. It begins with introductions and thanks, then discusses what metadata is through various analogies like sounds animals make. It explains taxonomy as a hierarchical classification system, using Carl Linnaeus' animal kingdom as an example. The presentation then discusses how to implement taxonomies and content types in SharePoint to better organize documents. It stresses the importance of focus, sharing responsibility, and keeping implementations simple. The goal is to help audiences better understand and explain these concepts to stakeholders.
Visual tools for the sp ia sp intersections - nov 2014Ruven Gotz
This document is a presentation by Ruven Gotz on visual tools for information architects. It discusses various visual tools that can be used for requirements gathering, analysis, and design such as mind mapping, card sorting, wireframing, process mapping, and dialogue mapping. These tools help facilitate shared understanding between stakeholders and capture social complexity when dealing with "wicked problems" in projects. The presentation provides examples and resources for each tool.
Visual tools and innovation games workshop - spscbus - aug 2014Ruven Gotz
A 'meta' presentation about metadata - tools you can use to explain metadata, taxonomy and content types to your stakeholders. Presented at SharePoint Saturday Columbus (SPSCBUS), Aug 23, 2014 [DOWNLOAD THE FULL DECK TO GET SPEAKER'S NOTES]
SharePoint Saturday Toronto - Understanding the value of enterprise social - ...Ruven Gotz
1) Enterprise social tools allow dispersed work teams to stay connected and collaborate virtually through asynchronous and broadcast communication methods like Yammer and by working out loud.
2) Social tools improve knowledge management by enabling rapid access to expertise and information from coworkers through questions and sharing of resources, as opposed to traditional systems that are difficult to search.
3) While social tools can grow organically, planning and governance are important to achieve business goals and ensure rules and leadership guide appropriate use.
Visual Tools and Innovation Games - Workshop - SPS Chicago Suburbs - May 2014Ruven Gotz
Presented at SharePoint Saturday Chicago Suburbs, May 2014 by Ruven Gotz and Michelle Caldwell.
Learn and experience new tools and techniques that help you get shared understanding with your stakeholders. Without shared understanding, your chances of a successful delivery are very low.
Biography and career history of Bruno AmezcuaBruno Amezcua
Bruno Amezcua's entry into the film and visual arts world seemed predestined. His grandfather, a distinguished film editor from the 1950s through the 1970s, profoundly influenced him. This familial mentorship early on exposed him to the nuances of film production and a broad array of fine arts, igniting a lifelong passion for narrative creation. Over 15 years, Bruno has engaged in diverse projects showcasing his dedication to the arts.
The pain of metadata - SharePointalooza - 2015Ruven Gotz
The document is a presentation on metadata that provides definitions and examples to help explain the concept. It defines metadata as "data about data" and uses animal sounds as an analogy to illustrate how metadata distinguishes different types of data. It also discusses taxonomy and how it relates to organizing metadata using classification systems. The presentation emphasizes that metadata is important for functions like search, workflows, and records management. It concludes that metadata is most successful when its purpose and use is clear, responsibility is shared, and the approach is simple focusing on key elements.
Collaboration and enterprise social tools-SharePointAlooza - 2015Ruven Gotz
This document discusses collaboration tools and enterprise social tools. It defines enterprise social tools as those that bring dispersed workers together virtually to build ongoing conversations around common goals. Examples discussed include Yammer and how it differs from Facebook. The value of enterprise social is described as rapid access to information and knowledge from colleagues. Governance and planning are recommended to ensure enterprise social tools achieve business goals and outcomes. Integration of tools like Yammer with SharePoint is seen as providing enhanced collaboration capabilities.
Metadata taxonomy and content types oh my spscbus - aug 2015Ruven Gotz
This document summarizes a SharePoint Saturday event in Columbus, Ohio in 2015. It provides information on parking, schedules, locations for lunch and snacks. It also includes information on a raffle and instructions to turn in a sponsor BINGO card. The document advertises a post-event social at a brewery with the address and website.
Enterprise social what is the real value to the business - sps boston - jun...Ruven Gotz
SharePoint Saturday Boston - Presentation on understanding Enterprise Social tools and Yammer and a couple of aspects that can bring value to the business.
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015Ruven Gotz
Getting all stakeholders on the same page is a crucial element to a successful project. In this workshop we cover techniques for eliciting stakeholder goals and pain points, and how to capture and share requirements in visual ways that short circuit and accelerate the usual process.
Enterprise social-what is the real value to the business - SPFest DC - April ...Ruven Gotz
Learn about real-world reasons to use Enterprise Social Tools like Yammer. This presentation is about how social tools can help to set the stage for Frictionless Collaboration.
Metadata taxonomy and content types oh my collab con - mar 2015Ruven Gotz
This document is a presentation about taxonomies, content types, and metadata. It begins with introductions and then defines metadata as "data about data" that can help classify, organize, and find information. It discusses how taxonomies can be used to categorize information in a hierarchy, using Carl Linnaeus' biological taxonomy as an example. Content types are then introduced as templates that enforce common attributes for groups of documents. The presentation notes that while tools like SharePoint aim to help with organization, metadata is still difficult to implement effectively in practice due to challenges around focus, responsibility, and complexity. It emphasizes the importance of clear goals and sharing responsibility for metadata.
Enterprise social what is the real value to the business - collab con - mar...Ruven Gotz
This document summarizes a presentation on enterprise social and its value to businesses. It discusses how enterprise social can help dispersed teams stay connected through asynchronous and broadcast tools. It also explains how social tools can help employees rapidly access information and knowledge from colleagues. The presentation provides examples of social tools like Yammer and how they differ from consumer social networks. It emphasizes the importance of planning governance for enterprise social and outlines some key lessons learned about securing support, communicating goals, and engaging evangelists for successful adoption.
Enterprise social what is the real value to the business - sps philly - mar...Ruven Gotz
This document provides an overview of enterprise social and its value. It begins with two stories that illustrate how enterprise social can help dispersed teams stay connected and allow rapid access to knowledge from colleagues. It notes the cultural shift of working "out loud" that is required. The document contrasts enterprise social with consumer social and marketing tools, and examines the value of planning governance for enterprise social. It also discusses the benefits of integrating enterprise social, like Yammer, with existing tools like SharePoint, and outlines lessons learned for a successful enterprise social implementation.
Metadata taxonomy and content types oh my sps philly - mar 2015Ruven Gotz
This document is a presentation about taxonomies, content types, and metadata. It begins with introductions and thanks, then discusses what metadata is through various analogies like sounds animals make. It explains taxonomy as a hierarchical classification system, using Carl Linnaeus' animal kingdom as an example. The presentation then discusses how to implement taxonomies and content types in SharePoint to better organize documents. It stresses the importance of focus, sharing responsibility, and keeping implementations simple. The goal is to help audiences better understand and explain these concepts to stakeholders.
Visual tools for the sp ia sp intersections - nov 2014Ruven Gotz
This document is a presentation by Ruven Gotz on visual tools for information architects. It discusses various visual tools that can be used for requirements gathering, analysis, and design such as mind mapping, card sorting, wireframing, process mapping, and dialogue mapping. These tools help facilitate shared understanding between stakeholders and capture social complexity when dealing with "wicked problems" in projects. The presentation provides examples and resources for each tool.
Visual tools and innovation games workshop - spscbus - aug 2014Ruven Gotz
A 'meta' presentation about metadata - tools you can use to explain metadata, taxonomy and content types to your stakeholders. Presented at SharePoint Saturday Columbus (SPSCBUS), Aug 23, 2014 [DOWNLOAD THE FULL DECK TO GET SPEAKER'S NOTES]
SharePoint Saturday Toronto - Understanding the value of enterprise social - ...Ruven Gotz
1) Enterprise social tools allow dispersed work teams to stay connected and collaborate virtually through asynchronous and broadcast communication methods like Yammer and by working out loud.
2) Social tools improve knowledge management by enabling rapid access to expertise and information from coworkers through questions and sharing of resources, as opposed to traditional systems that are difficult to search.
3) While social tools can grow organically, planning and governance are important to achieve business goals and ensure rules and leadership guide appropriate use.
Visual Tools and Innovation Games - Workshop - SPS Chicago Suburbs - May 2014Ruven Gotz
Presented at SharePoint Saturday Chicago Suburbs, May 2014 by Ruven Gotz and Michelle Caldwell.
Learn and experience new tools and techniques that help you get shared understanding with your stakeholders. Without shared understanding, your chances of a successful delivery are very low.
Biography and career history of Bruno AmezcuaBruno Amezcua
Bruno Amezcua's entry into the film and visual arts world seemed predestined. His grandfather, a distinguished film editor from the 1950s through the 1970s, profoundly influenced him. This familial mentorship early on exposed him to the nuances of film production and a broad array of fine arts, igniting a lifelong passion for narrative creation. Over 15 years, Bruno has engaged in diverse projects showcasing his dedication to the arts.
At Affordable Garage Door Repair, we specialize in both residential and commercial garage door services, ensuring your property is secure and your doors are running smoothly.
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Insanony: Watch Instagram Stories Secretly - A Complete GuideTrending Blogers
Welcome to the world of social media, where Instagram reigns supreme! Today, we're going to explore a fascinating tool called Insanony that lets you watch Instagram Stories secretly. If you've ever wanted to view someone's story without them knowing, this blog is for you. We'll delve into everything you need to know about Insanony with Trending Blogers!
The Fascinating World of Bats: Unveiling the Secrets of the Nightthomasard1122
The Fascinating World of Bats: Unveiling the Secrets of the Night
Bats, the mysterious creatures of the night, have long been a source of fascination and fear for humans. With their eerie squeaks and fluttering wings, they have captured our imagination and sparked our curiosity. Yet, beyond the myths and legends, bats are fascinating creatures that play a vital role in our ecosystem.
There are over 1,300 species of bats, ranging from the tiny Kitti's hog-nosed bat to the majestic flying foxes. These winged mammals are found in almost every corner of the globe, from the scorching deserts to the lush rainforests. Their diversity is a testament to their adaptability and resilience.
Bats are insectivores, feeding on a vast array of insects, from mosquitoes to beetles. A single bat can consume up to 1,200 insects in an hour, making them a crucial part of our pest control system. By preying on insects that damage crops, bats save the agricultural industry billions of dollars each year.
But bats are not just useful; they are also fascinating creatures. Their ability to fly in complete darkness, using echolocation to navigate and hunt, is a remarkable feat of evolution. They are also social animals, living in colonies and communicating with each other through a complex system of calls and body language.
Despite their importance, bats face numerous threats, from habitat destruction to climate change. Many species are endangered, and conservation efforts are necessary to protect these magnificent creatures.
In conclusion, bats are more than just creatures of the night; they are a vital part of our ecosystem, playing a crucial role in maintaining the balance of nature. By learning more about these fascinating animals, we can appreciate their importance and work to protect them for generations to come. So, let us embrace the beauty and mystery of bats, and celebrate their unique place in our world.
MRS PUNE 2024 - WINNER AMRUTHAA UTTAM JAGDHANEDK PAGEANT
Amruthaa Uttam Jagdhane, a stunning woman from Pune, has won the esteemed title of Mrs. India 2024, which is given out by the Dk Exhibition. Her journey to this prestigious accomplishment is a confirmation of her faithful assurance, extraordinary gifts, and profound commitment to enabling women.
Amid the constant barrage of distractions and dwindling motivation, self-discipline emerges as the unwavering beacon that guides individuals toward triumph. This vital quality serves as the key to unlocking one’s true potential, whether the aspiration is to attain personal goals, ascend the career ladder, or refine everyday habits.
Understanding Self-Discipline
61. Shared Drive Zoo
Taxonomy
X:
Production
Sales &
Marketing
Sales
Web Design
Marketing
Commercial
Industrial
Government
Labs
Healthcare
Hospitals
Clinics
Private
Medium
Mobile
Public
Large
Urban
Not
Associated
Newsletter
Rural
University
Small
Social
64. Shared Drive Zoo
X:
Production
Marketing
Major
Hospitals
Sales
Web Design
Industrial
Government
Healthcare
Labs
Commercial
Sales &
Marketing
Hospitals
Clinics
Private
Medium
Urban
Not
Associated
Rural
University
Social
Mobile
Public
Large
Newsletter
Colleges
Big
Small
Small
70. A SharePoint Taxonomy (Metadata)
Customer Type
• Lab
• Hospital
• Clinic
• Mobile
Sector
• Private
• Public
Size
• Large
• Medium
• Small
Location
• Urban
• Rural
University
• Yes
• No
77. Vacation Request
Drug
Reimbursement
Name _________
Emp. # _________
Date _________
Name _________
Emp. # _________
Date _________
Dates Requested:
From __________
To: __________
Drug Used:
Name __________
Cost: $ _________
Manager ________
Approved Y/N
Manager ________
Approved Y/N
Afixie riding hipster who does user interface design (UX?)Information Architecture Institute (iainstitute.org), who defines information architecture as:1. The structural design of shared information environments.2. The art and science of organizing and labeling web sites, intranets, onlinecommunities, and software to support usability and findability.3. An emerging community of practice focused on bringing principles of designand architecture to the digital landscape.
Or, more of a business analyst, working with stakeholders to establish requirements?International Institute of Business Analysis (www.iiba.org) :A business analyst works as a liaison among stakeholders to elicit, analyze, communicate and validate requirements for changes to business processes, policies and information systems. The business analyst understands business problems and opportunities in the context of the requirements, and recommends solutions that enable the organization to achieve its goals.
I feel like I have to cover both of those as a consultant who works to understand the goals of my stakeholders, and then architect the solution
A lot of doing this job well comes down to soft skills: - Listening - Honesty - Humour
If you have three main stakeholders, and they have different mental models for what success looks like, then you have zero chance of real success. Only when you have shared commitment to the same goal, do you have any chance at success.
This is the most important message of this talk: You MUST achieve a shared understanding to have a chance at success.
Mind mapping – wireframing – process flow diagramming
Everyone knows…
It’s “Data about Data” as Einstein proved all those years ago
This answer helps exactly no-one.
I won’t tell you yet but…It is an iterative process – you won’t understand it right away, but you will circle in towards understanding over time[ANIMATED]
Metadata is a new concept for manyUse of metaphors to explain the concepts
Metadata is a new concept for manyUse of metaphors to explain the concepts
If you were to ask a child: What does a cow say? How would they answer?
Ok, so that was goofing around – now let’s get serious.
The music is the contentYou can know a lot of facts about the album:PrincePop/Rock1984You can know all the facts, but it doesn’t substitute for the content (the music)(Purple Rain example originally suggested by Yoav Lurie)
How do you sort CD’sArtist?Title?Year?Genre?Colour?You have to decide up-front – and stick to it –because the objects are physical
What if the store was full of unlabeled tin cans?You would need to open every can to see if had what you wanted(Tin can example originally suggested by Serge Tremblay)
Now we don’t need to open each can, but they are all in a jumble and you have to pick up each can to check if has what you want.
Items are grouped by area (canned fruit, canned sauce, canned vegetables)Signs point you to the correct area so that you can quickly find what you need.BUT: Because the objects are physical, you need to pick a method and stick to it
This uses the base metaphor that we live with every day.The concept of a “file” and a “file folder” as a way of storing digital data is a metaphor taken from the world of paper managementIt has become so ingrained, that we think of it as natural, but it’s not: It was invented in 1983 by Apple (wikipedia)
Old apple interface from the 80’s
All your files are stored in one folder and their names are completely meaninglessThis is like the unlabeled cans: You have to open each file to see what it contains
You have a bit of a better situationThe naming convention lets you find the file you need (but there’s no way to sort by year)Rely on users to follow the naming convention (religiously)
A ha!Now we’re in great shape. We’re like the supermarketStructured and LabelledBUT...
... then, you hire a summer internWho doesn’t know the folder hierarchy and makes up their own
Findability is challengingPutability is the real problemThis is Bill English’s word for knowing where to save a documentWhat if we could make putability easier while also improving findability?This is the promise of metadata
Data about dataYes, but not enough info Seth Maislin of Earley & Assoc. says it's the "Is-ness" of something:This 'is' a contract. That 'is' a pop album.For us it enables findability, policy and processFindability for locating the right documentsPolicy – records managementProcess – Status of a business process (e.g. Not started, In process, Complete, Approved, Archived)
So, let’s create an alternative structure that is logically equivalent, but that makes putability much easier while preserving findabilityBy the way: One way to start to figure out an organization’s metadata is to look at the folder names.You will probably not want to simply copy this, but it can be a good guide/starting point
It’s not this… (visual joke)[ANIMATED]
It’s not this… (visual joke)[ANIMATED]
It’s this…Not really this, but let’s use these creatures to understand.
Swedish botanist, physician, and zoologist, who laid the foundations for the modern scheme of binomial nomenclature. He is known as the father of modern taxonomy
This works because it’s really about governance – this is a stable structure that can’t be changed by just anybody:Changing this structure requires a world-wide meeting of the top scientists in the field, usually involving name-calling and fist-fights (or so I’ve heard)[ANIMATED]
Did you catch the subtle change here.The taxonomy is now of your ‘X’ drive.
And this is a common result
The asymmetry is that you’ll spend less time looking for a place to save something then you will looking for something after the fact.
Problem here is lack of governance – anyone can add any folder anywhere anytimeThis boils down to the ‘putability’ problem – I’ll search for a long time to find a doc, but not for long to see where to put it.[ANIMATED]
Once you’ve migrated your x drive to SharePoint, and all the promised benefits fail to emerge, The reaction is: (next slide)
Never, ever, use folders!Except when it makes sense to do so.[ANIMATED]
Never, ever, use folders!Except when it makes sense to do so.[ANIMATED]
[ANIMATED] Here is one reason to use folders: Application of security and then simplifying it for the user by using the ‘no folders’ view.
I’m not Carl, but let’s talk about why this works.After all, it’s the same as a directory treeThe difference is governance
Is this too many to ask for?Do we force users to answer all these questions/enter all this data?
Instead of confusing people with the SharePoint interface, I use a familiar tool: ExcelUsing some simple macros, I am able to illustrate the power of filters and views.There’s no free lunch however: People now have to enter metadata.We can simplify this by defaulting values like “Date” to today and “Year” to current year.We can leverage content types as well
Explain metadata and then use this worksheet for ‘homework’
Think of them as different forms with slots to fill in.Two documents may have overlapping slots (or, metadata).It may make sense to store these two types of docs in the same library (HR Requests), but use content types to drive workflow, policy and prompt users only for the metadata that applies.[ANIMATED]
Think of them as different forms with slots to fill in.Two documents may have overlapping slots (or, metadata).It may make sense to store these two types of docs in the same library (HR Requests), but use content types to drive workflow, policy and prompt users only for the metadata that applies.[ANIMATED]
[ANIMATED]
Using mind-mapping tools to build the taxonomy from the homeworkI use MindJet MindManager – and I like and highly recommend it.There are other tools that are less expensive.
There are two types of problems: Tame & Wicked.Landing a person on the moon is Tame (but really, really complex)Solving poverty is wickedYou don’t understand the problem until you’ve developed the solutionYou don’t really know when you’ve accomplished the goalSolutions are not right or wrong, they are just better or worseEvery wicked problem is uniqueEvery solution is a one-shot operationYou are dealing with social complexity
All the mapping that I’ve shown so far, uses facilitation and a shared display.The new thing is IBIS: Issue Based Information System
IBIS grammar has only four elements: Question, Idea, Pro, and ConIdeas respond to questions (and ONLY questions)Pro’s support ideas (and ONLY ideas)Con’s challenge ideas (and ONLY ideas)Questions can respond to anything