Marlabs - Navigation vs Search Final
0 likes591 views
The document discusses striking a balance between navigation and search when organizing information. It recommends: 1. Developing a taxonomy to categorize information into a hierarchical structure based on subject, type, or other facets. This taxonomy can then be applied in a system like SharePoint. 2. Using the taxonomy for both navigation, where users can browse categories, and search, where search results are structured according to the taxonomy. 3. Maintaining the taxonomy over time through an incremental process that engages users and keeps the structure consistent, easy to use, and aligned with how users think about information.
Marlabs - Navigation vs Search Final
- 1. Navigation vs. Search: Striking The Right Balance Vijay Ravi Navigation vs. Search: Striking The Right Balance
- 2. Agenda Presentation Relevance of Information Architecture Demo 1 Realizing Information Architecture through Taxonomy Taxonomy and SharePoint Demo2 The Navigation Search Balance
- 3. Need The A Systematic Approach to Organize Documents
- 4. Easy to Find Documents through Navigation and Search Easy to Add New Documents at the Right Place Gain? What do we
- 5. Amount of information grows over time All of us forget where we stored information and what we stored Portal Search Vs. Internet Search Search (including results) need to be structured, instead of simple unstructured content elements We need the ability to aggregate information for consumers Information Architecture? Why
- 6. Out of the box Document Management System in SharePoint Illustrating the Importance of Information Architecture Demo -1:
- 7. Definition: Categorization structure designed by and for users Business users as primary taggers/content contributors Business users (or their constituents) as their primary consumers. User for both (or either) primary or secondary categorization: Primary: Navigation, Management Secondary: Search, Tagging Method of organizing materials by subject/topic metadata (fixed vocabulary) Express hierarchical relationships Emphasis on subject context - BT and NT relationships Controlled vocabularies Through Taxonomy Realizing Information Architecture
- 8. Method Definition Facet-based Information categorized into multiple taxonomies or “stackonomies” based on unique but pervasive characteristics including topic, function, etc. Wines by region France > Alsace Wines by type White > Chardonnay Wines by price Subject-oriented Information categorized by subject or topic. Instantive - each child category is an instance of the parent category Partitive - each child category is a part of the parent category Water pollution, Soil pollution, Air pollution … Functional Information categorized by the process to which it relates Employment , Staffing ,Training, Product Development Human Resources, Marketing, Accounting, research… Information categorized by corporate departments or business entities. Organizational Presentations , Expense reports, Press releases … Document Type Information categorized by the type of document Taxonomy Categorization Schemes Digging deeper into Examples
- 9. Who will own taxonomy? Who will develop it and how will it be developed? What categorization scheme to be used? Would the content contributors have the ability and willingness to tag? How is the taxonomy documented? Is it easy for consumers and contributors to operate? Is there a starting point (an existing taxonomy)? Technology: What technology is available? Key Questions Taxonomy:
- 10. Incremental, extensible process that enables and identifies users and engages stakeholders Keep your Audience in mind Strive for Subject based Categorization Maintain Consistency Control Breadth and Depth Provides means to an end, and not the end itself Improves over time and maintained A lot of hard work! Taxonomy - Simply creating/loading documents in SharePoint, ignoring taxonomy will lead to: Business users not knowing where to put information Business users not be able to navigate to right information Difficulty in aggregating information Search results that are not always sufficiently relevant Taxonomy – Getting It Right
- 12. Taxonomy in SharePoint really is all about storing and finding the correct information with the minimum of hassle. SharePoint Taxonomy and Many Content Types and Formats: Documents Images/Media Wikis/blogs/discussions People records Business data Events Residing in a single system Created and managed through a common process Searchable through one search engine SharePoint
- 13. Create a complete vocabulary (or import): As a list (taxonomy, thesaurus, authority file etc.) Apply as column to be linked to content within a document library Allow users to tag content (if possible dynamically) For Search and Discovery provide dynamic access to thesauri Allow users to browse/search through vocabularies using the same terms that have been applied to tag the content Eliminate guesswork by ‘directing’ users to the proper terminology. Content types Automated capturing of metadata and tagging by contributors Use of workflows Result set containing content based on user credentials Enable crawling for all the custom types If needed, custom development Implement rights management Creating Taxonomies in SharePoint Taxonomy, Search and Navigation
- 14. Document Center Portal Improvised Document Management System (content type based routing) Improvised Search / Search Result Illustrating Efficient Navigation and Search Demo -2:
- 15. Striking the Navigation Search Balance Taxonomy helps implement efficient Navigation and Search In order to achieve: Automatic routing of content to the right location based on content type And search that leads to quick, relevant results Which is realized through: Intuitive navigation that leads from Broader Types to Narrower Types Navigation that goes hand in hand with search Navigation that improves efficiency of search Governance structures to enforce efficient taxonomy
- 16. Q & A
- 17. Thank you