Weitere ähnliche Inhalte Ähnlich wie SharePoint Taxonomy and Metadata 11-19-09 (20) Kürzlich hochgeladen (20) SharePoint Taxonomy and Metadata 11-19-093. Typical SharePoint Projects
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Biz
Reqs Implementtttttttttttttttttttttttttttttttttt
Business Business
Implement Implement Implement
Req’s Req’s
Where is the information architecture?!
Examples courtesy of Lulu Pachuau:
http://www.slideshare.net/LuluP/information‐architecture‐and‐sharepoint
4. Research Requirements
Use Cases & The IA Process
harePoint
Personas
For S
Site Map &
Wireframes
Navigation
Prototyping/
Taxonomy
Testing
Content
Modeling/
Metadata
© Earley & Associates 2009
5. Good IA needs a system that:
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Supports control & standards
Has user friendly interfaces (esp. tagging)
Understands relationships
Hierarchy
Synonyms
Associations
Manages metadata & taxonomy values
© Earley & Associates 2009
6. Before we start… some basics
Site Collections Collection of sites
Primary source of
main navigation
Container for lists/libraries
Sites Primary source of “quick
launch” navigation
List: Basic unit of storage,
Lists collection of items
Libraries Library: advanced list
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7. Columns & content types
Content Collection of
columns
Types Associated policies,
workflow, templates
Columns Individual metadata item
Can reference lists or
other data sources
Lists
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9. More about columns
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Different kinds…
Date
Number
Free text
Controlled list
(a.k.a Lookup)
Etc.
You can also create
custom column
types
© Earley & Associates 2009
12. Navigation
12
Top‐level navigation shows
sub sites and peers
All navigation
approaches are
Quick launch shows “current site” configurable (largely)
elements
© Earley & Associates 2009
13. Strengths
13
Easy to create new structures
Navigation is largely automatic
Easy to create metadata and connect to LOB
systems
Many ways to consume content
Office integration
Document information panel
Property propagation
© Earley & Associates 2009
14. Weaknesses
14
Very physical architecture
Content types and columns scoped to site
collections
No metadata/taxonomy management
No referential integrity Topics
Architecture
Accounting
No hierarchical metadata Construction
Engineering
…or any kind of relationships! Civil
Mechanical
Environment
OOTB search reflects all limitations Finance
© Earley & Associates 2009
15. No hierarchy
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Metadata can only be tagged and stored as flat
controlled vocabulary – no hierarchy possible
Possible Possible Not Possible
Regions Countries Geographic regions
• Asia Pacific • Cambodia • Asia Pacific
• EMEA • Canada • China
• Latin America • Chad • Japan
• North America • China • Europe
• Columbia • France
• Croatia • Switzerland
© Earley & Associates 2009
16. Native thesaurus
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Expansions <XML ID="Microsoft Search Thesaurus">
<thesaurus xmlns="x-schema:tsSchema.xml">
(a.k.a synonyms) <expansion>
<sub>human resources</sub>
<sub>hr</sub>
E.g. HR = Human <sub>employee relations</sub>
</expansion>
Resources = Employee </thesaurus>
</XML>
Relations <XML ID="Microsoft Search Thesaurus">
<thesaurus xmlns="x-schema:tsSchema.xml">
<replacement>
<pat>NT5</pat>
<pat>W2K</pat>
Replacements <sub>Windows 2000</sub>
</replacement>
(a.k.a. use)
</thesaurus>
No ability to store any other
</XML>
types of relationships (e.g.
E.g. for NTK or W2K Associative)
use Windows 2000
© Earley & Associates 2009
18. Improving navigation
18
List views
RSS feeds
Pre‐constructed searches that look like
navigation
E.g. Content query web part with XSLT
Faceted navigation
© Earley & Associates 2009
19. Improving tagging
19
Automate some tagging
(workflow or event handler)
Location
User profile
Custom tagging interface
Cascading list add‐on
Taxonomy management tool connector
Auto‐tagging tools
Here’s the thing about tools…!
21. Connectors
21
Taxonomy management tool (or other) as source
for metadata and search UI
Smartlogic (www.smartlogic.com)
Synaptica (www.synapticacentral.com/)
Wordmap (www.wordmap.com)
SchemaLogic (www.schemalogic.com)
MetaVis (www.metavistech.com)
© Earley & Associates 2009
22. The underlying issue
22
You can’t change the basic data structure in
SharePoint (i.e. no relationships)
$ Add‐on – mimic hierarchy, enhance UI
$$ Connector – outsource structure
Or
$$$ 3rd party tool
© Earley & Associates 2009
23. Cascading list add‐on
23
http://sharepointsnippets.com/post/2009/01/Cascading-Dropdown---
Configuration.aspx
© Earley & Associates 2009
26. Improving search
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Managed properties/metadata mapping
Relevant content near the “top”
Authoritative pages/URL removal
Canned (“saved”) searches
Best bets
Faceted search add‐on or connector
© Earley & Associates 2009
30. How much do you need?
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Fully flexible UX
External search tool Deep indexing
Configurable search
Taxonomy‐driven faceted search
Connector BT/NT thesaurus
Auto‐tagging
Better UI for search or tagging
Basic add‐on Basic faceted search (no/limited hierarchy)
MOSS Advanced search, limited configuration
OOTB Navigation based on site architecture
© Earley & Associates 2009
31. What to expect in 2010
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Auto tagging
Hierarchical metadata
Centralized metadata store
Metadata‐based navigation
Social tagging standard for all content and sites
Search faceting and ranking manipulation
(blog post on 2010 metadata management:
http://www.earley.com/blog/metadata‐and‐taxonomy‐management‐
sharepoint‐2010)
32. Conclusions
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Don’t skip IA process just because it’s SharePoint
Master OOTB features first
Keep your eye on consistency across sites, site
collections through governance
Select tools based on high‐value requirements
© Earley & Associates 2009
33. Resources
Free four part series on improving search and IA
www.earley.com/webinars/jumpstarts/sharepoint‐
search‐and‐information‐architecture
Codeplex: www.codeplex.com
WSS Demo (Metadata and Content Types)
www.wssdemo.com/Pages/metadata.aspx
Shawn Shell: CMS Watch SharePoint Analyst &
Consultant (also co‐author of this session)
www.consejoinc.com (blog: http://blog.consejoinc.com/)
www.cmswatch.com/SharePoint/Report/
© Earley & Associates 2009
34. Tool list
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Smartlogic (www.smartlogic.com) ‐ taxo
Synaptica (www.synapticacentral.com/) ‐ taxo
Wordmap (www.wordmap.com) ‐ taxo
SchemaLogic (www.schemalogic.com) ‐ taxo
MetaVis (www.metavistech.com)
Ontolica (www.ontolica.com) ‐ search
Concept Searching (www.conceptsearching.com)
Cogniva (www.cogniva.ca) ‐ tagging
SharePart XXL (www.sharepartxxl.com) ‐ tagging
Kwizcom (www.kwizcom.com) ‐ tagging
© Earley & Associates 2009
35. SHAREPOINT INFORMATION
ARCHITECTURE
Taxonomy Bootcamp 2009
Stephanie Lemieux (stephanie@earley.com)
Jeff Carr (jeff@earley.com)
Earley & Associates
www.earley.com
Photo credits:
http://www.flickr.com/photos/urbancityarch/
3921454758/
© 2009