325
SharePoint Information Architecture That Really Works Tweet Us: #SPSTCDC @RHarbridge @VCMonkey Facilitated By: Richard Harbridge and Virgil Ca

SharePoint Information Architecture & Usability - SharePoint Saturday The Conference

Embed Size (px)

Citation preview

  1. 1. SharePointInformation Architecture That Really Works
    Facilitated By:Richard Harbridge and Virgil Carroll
    Tweet Us:#SPSTCDC @RHarbridge @VCMonkey
  2. 2. Please turn off all electronic devices or set them to vibrate.
    If you must take a phone call, please do so in the hall so as not to disturb others.
    Open wireless access is available at SSID:SPSTCDC2011
    Feel free to tweet and blog during the session
    Thanks to our Diamond and Platinum Sponsors:
  3. 3. Who am I?
    I
  4. 4. From the great State of Alaska
    Masters in Instructional Design
    Working with SharePoint since v.1
    User Experience Advocate
    Certified Athletic Trainer
    Blog: http://monkeyblog.highmonkey.com
    Twitter: @vcmonkey
  5. 5.
  6. 6. Information Architecture is a Practice not a Strategy
  7. 7. In IA, there is no single right answer.
  8. 8. Proven Success
  9. 9. Take Away: Confidence
  10. 10. Take Away: Improved Communication
  11. 11. Take Away: Knowledge YouCan Use
  12. 12. Our Goal Today
    From Here To Here
  13. 13. What We Will Cover Today:
    Why SharePoint InformationSystems Fail
    What Makes an IA Strategy Really Work
    Visualizingand Communicating IA Concepts
    Making Information Architecture Decisions
    Case Study Approach (Implementing SharePoint IA)
    Information Architecture Tips and Tricks
  14. 14. What We Wont Cover (In Depth) Today:
    Records Management (and Information Policies)
    Search Architecture and Considerations
    Planning For Multiple Languages
    Column Decisions (Choice Column vs Managed Metadata Column vs Lookup Column etc)
    Technical Considerations for Permissions Management
    Audience Targeting
  15. 15. Why SharePoint Information Systems Fail
    What Makes an IA Strategy Really Work
    Visualizing and Communicating IA Concepts
    Making Information Architecture Decisions
    Case Study Approach (Implementing SharePoint IA)
    Information Architecture Tips and Tricks
  16. 16. Why SharePointIA Fails
  17. 17. #1
    NO PLAN
    (or it was small)
  18. 18. It started out simple
  19. 19. Then it grew
  20. 20. Then it got TOTALLY out of control!!
  21. 21. SharePoint is not a Silver Bullet
    SharePoint is not a Silver Bullet at NothingButSharePoint.com
  22. 22. SharePoint will be
    • Utilized by Business Users to develop and implement business solutions that use technology without ITs direct involvement.
    • 23. Our primary unified application delivery platform.
    • 24. Our primary workflow/business process automation platform.
    • 25. Our intranet and communication center for internal corporate communications.
    • 26.
    SharePoint will not be
    • Our (external) web content management platform.
    • 27. Our primary document management platform.
    • 28. Our contact management platform.
    • 29.
  23. #2
    BUSINESS DOES NOT WORK THE WAY WE THOUGHT
  24. 30.
  25. 31. Opportunistic Driven Learning
    Image from Paul Culmsee
  26. 32. #3
    WE THOUGHT
    ORG CHART = SITE MAP
  27. 33. #4
    WE BELIEVED MICROSOFT KNEW DESIGN
    (instead learning from users)
  28. 34. #5
    WE THOUGHT IT WAS ABOUT STORING INFORMATION,
    NOT USING IT
  29. 35. #6
    NO REVIEWS
    (or analysis of usage)
  30. 36. The Outcome
    There are many reasons SharePoint IA can fail and many of us have experienced variations of them firsthand.
  31. 37. What to watch out for
    Sometimes failing is necessary to highlight how important effective IA planning and commitment can be.
  32. 38. What We Will Cover Today:
    Why SharePoint Information Systems Fail
    What Makes an IA Strategy Really Work
    Visualizing and Communicating IA Concepts
    Making Information Architecture Decisions
    Case Study Approach (Implementing SharePoint IA)
    Information Architecture Tips and Tricks
  33. 39. What MakesAn IA StrategyREALLYwork
  34. 40. With a good IA
  35. 41. You can take this
  36. 42. and make it into this
  37. 43. This
  38. 44. into this
  39. 45. What is information architecture?
    The structural design of shared information environments.
    The combination of organization, labeling, search, and navigation systems within web sites and intranets.
    The art and science of shaping information products and experiences to support usability and findability.
  40. 46. What is information architecture?
    4 basic IA concepts
    Information
    Undergoes Structuring, organizing, and labeling
    To improve Finding and managing
    ThroughArt and science
  41. 47. Why IA matters
    The cost of finding information
    The cost of not finding information
    The cost of construction
    The cost of maintenance
    The cost of training
    You cant understand it something if you dont organize it!
  42. 48. How is IA broken down?
    Business goals, funding, politics, culture, technology, resources and constraints
    Audience, tasks, needs, information seeking behavior, experience
    Document / data types, content objects, volume, existing structure
  43. 49. Context
    Context
    All web sites and intranets exist within a particular business or organizational context.
    Each organization has a mission, goals, strategy, staff, processes and procedures, physical and technology infrastructure, budget, and culture.
    The key to success is understanding and alignment.
    Content
    Users
  44. 50. Content
    Context
    Includes documents, applications, services, schema, and metadata that people need to use or find onyour site.
    • How much content do you have?
    • 51. What are the formats your content is in?
    • 52. Who owns your content?
    Content
    Users
  45. 53. Users
    Context
    Every user has different experiences and abilities to draw from.
    Every user has different needs and wants.
    Do you know how your users use your site now?
    Users
    Content
  46. 54. What does IA support?
  47. 55. What does IA support?
    Information architecture starts with the user and why one come to a site in the first place:
    they have an information need
    Information needs can vary and each need can cause users to exhibit specific information-seeking behaviors
  48. 56. A good IA
    increases our chances of finding the right stuff
  49. 57. How users look for information
    The too-easy information seeking model
  50. 58. Why doesnt this model work?
    • Most users dont know what their looking for
    • 59. Most users dont know how to search
    • 60. Most users dont have the patience for complicated systems
  51. Find-ability
    Models
  52. 61. Sometimes youre just looking for one answer (known-item)
  53. 62. Sometimes you want to investigate(exploratory)
  54. 63. Sometimes you want to find everything(Dont know what you need)
  55. 64. Sometimes you need to find it again(Re-finding)
  56. 65. Berry Picking Model
    Search
    View results
    Use results to enhance search
    Repeat until end result is found
  57. 66. Dont Forget Put-ability
    Search isnt a silver bullet.
  58. 67. A good IA
    helps us work effectively
  59. 68. Lets look back
  60. 69. A good IA
    supports user experience
  61. 70. Supporting user experience
    If people say your SharePoint sucks
    Do you know why and how to fix it?
    If not, review and test it!
  62. 71. Incorporate Feedback Planning
    Couldnt Find What You Were Looking For? Let Us Know (On Search Pages)
    Intranet Design or Improvement Contests
    Do You Like The New Homepage Design? Click I Like It or Leave A Note!
    (Simple front end code/webparts means users dont even have to go to the ribbon.)
    Provide Feedback Button & Custom List
    Want More? Give Users a Bookmark Feature and Analyze User Bookmarks
    Blog New Features/Changes and Encourage Comments
  63. 72. Plan IA Review Processes
  64. 73. The Outcome
    A good IA continually improves content find-ability and put-ability while retaining context and usability.
  65. 74. What to watch out for
    When defining IA there are always trade-offs. These trade-offs become areas of negotiation and sometimes of conflict.
  66. 75. What We Will Cover Today:
    Why SharePoint Information Systems Fail
    What Makes an IA Strategy Really Work
    Visualizing and CommunicatingIA Concepts
    Making Information Architecture Decisions
    Case Study Approach (Implementing SharePoint IA)
    Information Architecture Tips and Tricks
  67. 76. Visualizing and CommunicatingIA Concepts
  68. 77. Taxonomy and Metadata
  69. 78. Taxonomy and Metadata
  70. 79. What is Taxonomy?
    or this
    Not this!
  71. 80. Taxonomyis.
    The science of categorization, or classification, of things based on a predetermined system.
    In reference to web sites and portals, a sites taxonomy is the way it organizes its data into categories and subcategories.
  72. 81. How do you figure it out
    Seek and ye shall find
    Research
    Ask an expert
  73. 82. Linnaeus vs Buffon
    Everything can be organized based on a standard!
    Nay! Each person can organize things based on their own context!
    Arrangement is key! Arrangement and categorization provides universal context!
    Context is key! Everything can be organized by multiple facets!
  74. 83. Arrangement and Context
    Taskonomy?
    Department Store
    Wholesale Warehouse
  75. 84. Arrangement Challenges
    Perfect!
    Superclass
    Class
    What if I want to find an animal by if it lives in water? Or by whether it flies?
    Order
  76. 85. X Drive Challenges
    Perfect!
    Could this be solved by using metadata so that the document could be found by both region and industry?
    What if I want to find a marketing document by region and not industry?
  77. 86. What is Metadata?
    The BIG Question
  78. 87. What is Metadata?
    The BIG Question
    What is Metadata?
    I think I get it
    I think I get it
    Oh! Now I see(Mostly)
  79. 88. Adapted from the pea soup story by Serge Tremblay
  80. 89.
  81. 90.
  82. 91. What is our Base Metaphorfor files?
  83. 92.
  84. 93. What if we saw this?
  85. 94. Better
  86. 95. Solve with folders
  87. 96. Hire an intern
  88. 97. This is metadata!
  89. 98. As weve already seen: This always works out great
    This is a common result
  90. 99. Shared Drive Zoo
  91. 100. Moving this mess to SharePoint
    makes it worse
  92. 101. SharePoint Sux
  93. 102. The #1 rule of SharePoint?
    Except when it makes sense
    Never use folders
    ever
  94. 103. A SharePoint Taxonomy
    If only there was a way content could be organized so content could be found/viewed in multiple ways
    I like it!
  95. 104. Metadata
    I like it!
  96. 105. Adding Metadata (when uploading)
  97. 106. A SharePoint Simulation
  98. 107. What are content types?
  99. 108. Vacation Request
    Drug Reimbursement
    Name _________
    Emp. # _________
    Date _________
    Dates Requested:
    From __________
    To: __________
    Manager ________
    Approved Y/N
    Name _________
    Emp. # _________
    Date _________
    Drug Used:
    Name __________
    Cost:$ _________
    Manager ________
    Approved Y/N
  100. 109. Both Content Types in One Library
  101. 110. Content Types for:
    Security
    Workflow,
    Policy,
  102. 111. CREATE LABELING SUPPORT
    (metadata)
  103. 112. What is labeling?
    Labeling is a form of representation. Just as we use spoken words to represent concepts and thoughts, we use labels to represent larger chunks of information in our SharePoint structure.
  104. 113. Creating your labels
    Start small, grow organically
    Dont be afraid of natural language
    Always label
    Train your usersright now!
    Its not a relational database
    Use Content Type Syndication
  105. 114. Types of labels
    Contextual links
    Headings
    Navigation system choices
    Index terms
    Iconic labels
  106. 115. Making your own labels
    General guidelines
    Narrow scope whenever possible
    Develop consistent labeling systems, not labels
    Ways to find labels
    Content analysis
    Card sorting
    Search log analysis
  107. 116. 2010 takes labeling serious!
  108. 117. The Outcome
    Shared Understanding Of How Metadata And Taxonomy Can Be Leveraged To Improve Findability.
  109. 118. What to watch out for
    People Must Understand The Value Of Metadata Or They Will Reject The Idea.
  110. 119. Tools For The Information Architect
  111. 120. Same Page
  112. 121. Abstract
  113. 122. Concrete
  114. 123. Mind Mapping Demonstration
  115. 124. Navigation
    workshops
  116. 125. Navigational Map
  117. 126. Navigation Systems
    Global navigation
    Local navigation
    Breadcrumbs/Up One Level Control
    Contextual navigation
    Supplemental navigation
    Sitemap
    A-Z Index
    Guides
  118. 127. Navigation Systems
  119. 128. Navigation Systems
  120. 129. Navigation Systems
  121. 130. What is Card Sorting?
    Card sorting is a technique that many information architects (and related professionals) use as an input to the structure of a site or product.
  122. 131. Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality.
    -Donna Spencer
    http://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0
    http://www.BoxesAndArrows.com
  123. 132. Why use Card Sorting?
    Card sorting can help you identify trends
    Do the users want to see the information grouped by subject, process, business group, or information type?
    How similar are the needs of the different user groups?
    How many potential main categories are there?
    What should those groups be called?
  124. 133. Types of Card Sorting
    Open Card Sorting
    Participants are given cards showing site content with no pre-established groupings.
    Closed Card Sorting
    Participants are given cards showing site content with an established initial set of primary groups.
  125. 134. What are the types of card sort?
    Open
    & Closed
  126. 135. Open card sorting process
    Snake
    Ferrari
    Cat
    Ford
    Dog
    Gerbil
    Honda
    Rolls Royce
    Mouse
  127. 136. Results
    Pets
    Cars
    Cat
    Ferrari
    Dog
    Honda
    Mouse
    Rolls Royce
    Gerbil
    Ford
    Snake
  128. 137. But not always what you expect
    Cute
    European
    Scary
    Domestic
    Ford
    Cat
    Ferrari
    Mouse
    Rolls Royce
    Dog
    Snake
    Gerbil
    Japanese
    Honda
  129. 138. But not always what you expect
    Animals
    Luxury
    Regular
    Ferrari
    Cat
    Ford
    Rolls Royce
    Honda
    Dog
    Gerbil
    Mouse
    Snake
  130. 139. BIG MONKEY
    Card Sort
  131. 140.
  132. 141. Card Sort Results
  133. 142. Advantages of Card Sorting
    Simple
    Cheap
    Quick to execute
    Established
    Involves users
    Provides a good foundation
  134. 143. Disadvantages of Sorting
    Does not consider users tasks
    Results may vary
    Analysis can be time consuming
    May capture surface characteristics only
  135. 144. Wireframing Workshops
  136. 145. Balsamiq
  137. 146. CommonIntranet Components
  138. 147. Balsamiq DEMO
  139. 148. Wireframing Tip!
  140. 149. Dont Forget Consistency
    Consistency Across User Environments
    Modify Provisioned Site (or Templates) Based on Need
    Each Page Design Should Be Consistent
  141. 150. What is usability
    Usabilityis aquality attributethat assesses how easy user interfaces are to use.
    (Jakob Nielsen, 2003)
  142. 151. Usabilitys 5 quality components
    Learnability - how easy can the user accomplish basic tasks?
    Efficiency How quickly can tasks be performed?
    Memorability After a period of non-use, how easily can a user reestablish proficiency?
    Errors How many errors does the user / system make? How severe? Can the user recover?
    Satisfaction How pleasant is it to use the design?
  143. 152. Why do we need it?
  144. 153. Why do we need it
    When an interface doesnt make sense
    PEOPLE DONT USE THEM
  145. 154. Usability Testing
  146. 155. Setting up your Usability Plan
    Determine what you are trying to find out
    Establish your purpose
    • why are you testing?
    • 156. what worries you with your system?
    What do you really need to test?
  147. 157. Setting up your Usability Plan
    Design your Test
    Identify the users youll test
    • test at least 5 people
    • 158. set-up use cases
    • 159. get permission to use data
    • 160. get users from different levels of competency
  148. Setting up your Usability Plan
    Type of Usability Tests
    Heuristic Evaluation
    Paper Prototyping
    Card Sorting
    Surveys
  149. 161. Setting up your Usability Plan
    Heuristic Evaluation
    Having a small set of evaluators examine an interface and judge it against recognized usability principles
  150. 162. Setting up your Usability Plan
    10 Usability Heuristics
    Visibility of system status
    Match between system and real world
    User control and freedom
    Consistency and standards
    Error prevention
    Recognition rather than recall
    Flexibility and efficiency of use
    Aesthetic and minimalist design
    Help users recognize, diagnose, and recover from errors
    Help and documentation
  151. 163. Setting up your Usability Plan
    Design your Test
    Develop a list of tasks you want the user to perform
    • set-up representative tasks
    • 164. Complete a process
    • 165. Find a specific piece of content
    • 166. Create something
  152. Setting up your Usability Plan
    Lets look at a
    sample usability test
  153. 167.
  154. 168. Setting up your Usability Plan
    Run your Test
    Re-assure your User
    • go over expectations
    • 169. make sure the user understands the INTERFACE is being tested, not THEM
    • 170. Tester should not be a stakeholder
  155. Setting up your Usability Plan
    Run your Test
    Run through tasks and collect data
    do not coach the user
    ask the user to verbalize their tasks
    time??
  156. 171. Setting up your Usability Plan
    Run your Test
    Debrief user
    ask about overall experience
    ask for suggestions
    THANK THEM
  157. 172. Setting up your Usability Plan
    Analyze / Report
    Identify the biggest problems 1st
    grade by severity
    Frequency
    Impact
    Persistence
  158. 173. Setting up your Usability Plan
    Analyze / Report
    Summarize data
    summarize in human terms
    identify most common user issues
  159. 174. FIGURE OUT YOUR CONTENT
  160. 175. Document Inventory Workshops
  161. 176. Identify content stakeholders
    Questions to ask:
    Who in your organization creates content?
    What type of content do they create?
    Who reviews content?
    Who edits content?
    Who uses content?
    Who approves the publication of content?
    Who designs the sites that host the content?
    Who sets the policies for managing content?
    Who monitors the content in your organization?
  162. 177. An Inventory Worksheet
  163. 178. Build Mind Map (based on an inventory worksheet)
  164. 179. Analyze content usage
    What type of content is it?
    What is the purpose of the content?
    Who is the author of the content?
    What format is the content in?
    Who uses the content?
    Where is the content currently located?
  165. 180. Plan the flow of content
    Content is often dynamic, moving from one place to another or from one person to another.Managing this process can be an important success step in content management
  166. 181. Plan the flow of content
    Scenarios
    Document is authored by a team in one location and published to another upon completion
    Web pages can be created in a development site and published to a public site
    Content that needs to be retained or archived can be moved once its usefulness has been fulfilled.
    Users can move content from a network share or folder to a document library
  167. 182. ORGANIZE WHAT YOU FIND
  168. 183. Types of Organizing Schemes
    Objective organizational schemes
    Alphabetical
    Chronological
    Geographical
    Subjective organizational schemes
    Topic
    Task
    Audience
    Metaphor
    Hybrids
  169. 184. Challenges of Organizing Info
    Ambiguity
    What kind of language is being used
    i.e. BSE vs Bovine Spongiform Encephalopathy
    Heterogeneity / Homogeneous
    i.e. storing all project documents vs. storing project plans
    Differences in perspectives
    i.e. Looking for invoice by client vs. by project
    Internal politics
    Mine, mine, mine!!!
  170. 185. No Single Approach
    Projects
    Communities
    Tasks
    Practices
  171. 186. Business Process Workshops
  172. 187. Visio 2010 Demo
  173. 188. Common Intranet Processes
    • Absence Reporting and Vacation Scheduling
    • 189. Expense Reimbursement
    • 190. Equipment and Room Reservation and Management
    • 191. Meeting Planning and Management
    • 192. Policy Review and Approval
    • 193. Booking Travel
    • 194. Interview Management and Hiring Processes
    • 195. Training Sign Up and Management
    • 196. Event Planning
    • 197. Change Request Management
    • 198. Timecard/Time Tracking
    • 199. Product Planning
    • 200. Help Desk Ticket Management
    • 201. Compliance Support
    • 202. Contacts Management
    • 203. Inventory Tracking
    • 204. Lending Tracking
    • 205. Sales Lead Pipeline
  174. Roadmap
  175. 206. The Outcome
    Using visual tools provides shared understanding, which is a crucial driver of shared commitment to a goal.
  176. 207. What to watch out for
    Workshops become much more interactive; more people are actively involved which leads to greater shared commitment and understanding.
  177. 208. What We Will Cover Today:
    Why SharePoint Information Systems Fail
    What Makes an IA Strategy Really Work
    Visualizing and Communicating IA Concepts
    Making Information Architecture Decisions
    Case Study Approach (Implementing SharePoint IA)
    Information Architecture Tips and Tricks
  178. 209. Making
    Information Architecture Decisions
  179. 210. The Importance of Making Good Information Architecture Decisions
  180. 211. What is the ultimate IA structure?
    There isnt one!
  181. 212. You need to
    Un-enterprise your architecture
  182. 213. Why Enterprise IA doesnt work
    One IA doesnt rule them all
    What happens when it all gets out of control (and it will)
    Assumes all processes are created equal (and they are not)
    Global doesnt necessarily mean better (how many people really need to search everything)
    Do not fret, there are models that do work.
  183. 214. Information Architecture and Governance Areas
    Permanent central portal
    - Few authors/Many readers
    Communication Portal
    • Central navigation
    • 215. Central taxonomy
    • 216. Divisional stakeholders
    • 217. Enterprise search
    CentralPortal
    Departmental sites
    • Departments
    • 218. Resources
    • 219. Business Processes
    - Few authors/Many readers
    Increasing Strictness of Governance
    Collaboration
    • Local taxonomies
    • 220. Local search
    Semi Structured
    Team sites
    - Multiple authors
    Blogs, bios,
    Social
    Personal
    Above The Line versus Below The Line
  184. 221. Recommended Approach
    Bob Mixon on SharePoint 2007 Site Collections
  185. 222. Enterprise Publishing
    Many consumer, few contributors
    Examples: Company communications, employee relations, sales & marketing, human resources
    IA rules
    Content tends to be highly controlled & published via established processes
    Content is published via a push method
    Ability to interact is locked down
    Information is well defined and frequently accessed
    Access to SharePoint publishing support feature set
  186. 223. Enterprise Publishing
  187. 224. Enterprise Collaboration
    Many contributors, mature processes
    Examples: Help desk, Job request, Process tracking, Document Management system
    IA rules
    Processes have been refined and well documented
    User interaction is well defined and tested
    Contributors are well trained
    Access to the full SharePoint feature set
  188. 225. And for the rest of us?
  189. 226. Teams & Other Junk
    Many contributors, no control
    Examples: Team sites, Temporary projects, Departmental sharing
    IA rules
    Tightly governed and locked down
    Contributor can do what they want, but have limited abilities
    Support is minimal
    Does not participate in Enterprise processes (i.e. global search, managed metadata practices, retention policies)
    Access to limited SharePoint feature set
  190. 227. How can SharePoint help?
  191. 228. SharePoint Containment Hierarchy
    What we care about from an information architecture perspective.
  192. 229. SharePoint Containment Hierarchy
  193. 230. Site Collection or Site (Subsite)?
    OR
  194. 231. Site Collection
  195. 232. Site Collection
  196. 233. When To Use A Site Collection
  197. 234. When To Use A Site Collection
  198. 235. When To Use A Site Collection
  199. 236. When To Use A Site Collection
  200. 237. When To Use A Site Collection
  201. 238. When To Use A Site Collection
  202. 239. When To Use A Site Collection
    Site Collection 1
    Site Collection 2
    Webparts &Aggregation
    Webparts &Aggregation
    Masterpages &Page Layouts
    Masterpages &Page Layouts
    Navigation
    Navigation
    Search Across Site Collection Boundaries
  203. 240. When To Use A Site Collection
    Site Collection 1
    Site Collection 2
    Group Y
    Group A
    Group Z
    Group B
    Collection Admin Y
    Group C
    Collection Admin A
    Collection Admin Z
    Collection Admin B
  204. 241. SharePoint Permissions
  205. 242. Purpose of a List?
    • To Replace Excel Spreadsheets
    • 243. To Track Complex Input From Multiple People
    • 244. To Centralize Storage and Retrieval of Content
    • 245. To Provide Validation, Easy To Use Online Forms
    • 246. To Reduce Duplication of Effort
  206. One List or Multiple Lists?
    OR
  207. 247. When To Use a Single List
    • You want to simplify viewing the same set of items. (When dispersed across many lists it requires additional effort to aggregate the lists).
    • 248. You want to search for items in the same location.(When dispersed across many lists it requires additional effort to configure search scopes).
    • 249. You want to easily apply consistent versioning, approval, metadata or form settings.
    • 250. You want to receive consolidated updates on the collection of items (alerts or RSS).
  208. When To Use Multiple Lists
    • You dont expect people to need summaries of the items together.(When dispersed across many lists it requires additional effort to aggregate the lists).
    • 251. You need to apply different versioning, approval, metadata, or form settings.
    • 252. You want to distribute management of versioning, metadata, workflows or form settings.
    • 253. You do not need to receive consolidated updates (alerts or RSS).
  209. Advanced Uses Of Lists
  210. 254. One Library or Multiple Libraries?
    OR
  211. 255. When To Use a Single Library
    • You want to simplify viewing the same set of documents. (When dispersed across many libraries it requires additional effort to aggregate the libraries).
    • 256. You want to search for documents in the same location.(When dispersed across many libraries it requires additional effort to configure search scopes).
    • 257. You want to easily apply consistent versioning, approval, metadata or form settings.
    • 258. You want to receive consolidated updates on the collection of documents (alerts or RSS).
  212. When To Use Multiple Libraries
    • You dont expect people to need summaries of the documents together.(When dispersed across many libraries it requires additional effort to aggregate the libraries).
    • 259. You need to apply different versioning, approval, metadata, or form settings.
    • 260. You want to distribute management of versioning, metadata, workflows or form settings.
    • 261. You do not need to receive consolidated updates (alerts or RSS).
  213. List and Content Type Tip!
  214. 262. Default Content Types and Metadata Values
  215. 263. Navigating with MetadataTip!
  216. 264. Navigating with Metadata, not Folders
  217. 265. Set up with Library Settings
  218. 266. Configure Setttings
  219. 267. Filters the list
  220. 268. Document Routing Tip!
  221. 269. Content Organizer and Routing
  222. 270. Configure the router
  223. 271.
  224. 272. Configure settings
  225. 273. Create Rules
  226. 274. Create/Modify Rules
  227. 275.
  228. 276. Use the Drop-off Library
  229. 277. Add a document
  230. 278. Enter Metadata
  231. 279. Detour: 2010 Metadata
  232. 280.
  233. 281. Back to Drop-off library
  234. 282. Your document was moved
  235. 283. Rules dont apply
  236. 284. it doesnt get moved
  237. 285. Folder or Metadata?
    OR
  238. 286. The #1 rule of SharePoint?
    Except when it makes sense
    Never use folders
    ever
  239. 287. Whats wrong with folders?
    Deep structures hard to navigate
    Finding stuff is hard
    Figuring out where to put stuff is even harder
    Stuck with a rigid structure
    Search is not the silver bullet
  240. 288. Whats the alternative?
    metadata
  241. 289. Whats the alternative?
  242. 290. Metadata = No more folders
    Filtering
    Views
  243. 291. Really? No more folders? Ever?
    What situations would you use folders?
    Subdivide large libraries/lists
    Security/Permissions
    Ease of use for users
    Really? No more folders?
    Really?
  244. 292. Downsides of Metadata
    No free lunch (there is pain here)
    Awful architectural choices to make
    Multiple site collections
    Good Practice
    Bad for Metadata
    Maintenance headache
    Can be mitigated
    Define at top level if possible
  245. 293. Folders for easy permissions
    Create folder
    Set permissions
    Create view without folders
    Easy for users (they only see what they are supposed to)
  246. 294. Folders and Default Values
  247. 295.
  248. 296. The Sales document library
  249. 297. Drill down into Military folder
  250. 298. Drill down into Air-to-Ground
  251. 299. Add a new document here
  252. 300. Note: Some metadata prefilled
  253. 301. How did we do that?
    Library tab
    Library settings
  254. 302. Column default value settings
  255. 303. Select a folder and set defaults
    Note folder inheritance
  256. 304. Set the default value
  257. 305. in SharePoint 2010
    Managed Metadata Service
    Share Metadata across site collections
    Multilingual Metadata (big gotcha )
    Hierarchical Metadata
    Navigate via Metadata (already discussed)
    Keywords/Folksonomy (Out of scope today)
    Folders can assign default metadata (already discussed)
    metadata
  258. 306. Working With Managed Metadata
  259. 307. Term Store Management
  260. 308. Adding Terms
  261. 309. Turn off Available for Tagging
    Add sub elements: Proposal, Quote, Invoice
    Leave Available for Tagging checked
  262. 310. Term Store Manager
    Painful & Slow
    Needs a better way
    I created a toy to try out some ideas
    http://bit.ly/ruveng-mmts
    Article links to other solutions (Excel)
  263. 311.
  264. 312. CSV file for Import to Term Store
  265. 313. To Sum Up
    SharePoint 2007
    Folders BAAAAD!
    Never use them
    Except when the situation warrants
    SharePoint 2010
    Folders GOOOOD!
    Never use them
    Except when the situation warrants
  266. 314. Folder or Document Set?
    OR
  267. 315. Folders vs. Document Sets
    Document Sets vs Folders
  268. 316. Document Sets
    Document Sets vs Folders
  269. 317. Folders and Default Values
  270. 318. Folders vs. Document Sets
    Document Sets vs Folders
  271. 319. Folders vs. Document Sets
    Document Sets vs Folders
  272. 320. Folders vs. Document Sets
    Document Sets vs Folders
  273. 321. Folders vs. Document Sets
    Document Sets vs Folders
  274. 322. Folders vs. Document Sets
    Document Sets vs Folders
  275. 323. Folders vs. Document Sets
    Document
    Document
    Document
    Folder
    Document Library
    Folder
    Folder
    Document
    Folder
    Document
    Document Set
    Folder
    Document
    Document Set
    Document
  276. 324. Great Resource!
    Scott Jamison and Susan Hanley Wrote
    !LINK TO WHITEPAPER!
  277. 325. The Outcome
    You need to understand all of the SharePoint objects, their limitations, and their benefits to make effective decisions.
  278. 326. What to watch out for
    There is always a trade off and all information architecture decisions should be constantly re-evaluated.
  279. 327. What We Will Cover Today:
    Why SharePoint Information Systems Fail
    What Makes an IA Strategy Really Work
    Visualizing and Communicating IA Concepts
    Making Information Architecture Decisions
    Case Study Approach (Implementing SharePoint IA)
    Information Architecture Tips and Tricks
  280. 328. Putting it all Together
    (a case study approach)
  281. 329. Introducing multiMEGA Industries
    The worlds leading supplier of Missiles, Produce and Soap
  282. 330. They Want A SharePoint Intranet!
  283. 331. Find and Involve Stakeholders
  284. 332. Educate Stakeholders
  285. 333. Roadmap
    Plan Their Roadmap
  286. 334. Inventory and Plan for Documents
  287. 335. Analyze Content Usage
  288. 336. Map Business Processes
  289. 337. Determine Navigation
  290. 338. Perform Card Sorting
  291. 339. Structured Approach for Navigation
    Original Concept 5 Steps to Structure SharePoint Sites
  292. 340. Wireframing Workshops
  293. 341. CommonIntranet Components
  294. 342. Identify Key Pages
  295. 343. Mockup Key Pages
  296. 344. Improve Usability
  297. 345. Improve Governance
  298. 346. The Outcome
    A well planned information architecture approach will lead to better results.
  299. 347. What to watch out for
    Iterative improvements are necessary and should leverage a model like the one we just walked through.
  300. 348. AND FINALLY
    PAY ATTENTION!!
  301. 349. What We Will Cover Today:
    Why SharePoint Information Systems Fail
    What Makes an IA Strategy Really Work
    Visualizing and Communicating IA Concepts
    Making Information Architecture Decisions
    Case Study Approach (Implementing SharePoint IA)
    Information Architecture Tips and Tricks
  302. 350. Information Architecture Tips and Tricks
  303. 351. MAKE IT FINDABLE
  304. 352. Search Reality
    Most users dont know how to perform searches well
  305. 353. So How Do We Make Search Better
    Make sure our content is easy to read
    Index only the data necessary
    ignore the rest
    Make the most of the users input
    Refiners
    query expansion, synonyms, suggestions
    Build the results page around the users needs
    show relevance
    Best bets
    Conditional content Best bets better
  306. 354. 2010 refiners can get users to content quickly
  307. 355. TRAIN YOUR PEEPS!
  308. 356. 2010 can make training ainteractive process
  309. 357. Productivity Hub
  310. 358. IUseSharePoint
    Download and install the lunch and learn module - an interesting idea.
  311. 359. Make it easier to work with
  312. 360. Make it easier to work with
    Powerful Columns You Probably Didnt Know About
  313. 361. Make it easier to work with
    Why Leveraging SharePoint Blog Features for News is a Great Idea
  314. 362. AD Groups or SharePoint Groups?
    OR
  315. 363. SharePoint Groups vsAD Groups
  316. 364. Item Level Permissions
    Best Practices For Using Fine-Grained Permissions Whitepaper
  317. 365. Item Level Permissions
    Best Practices For Using Fine-Grained Permissions Whitepaper
  318. 366. Web Level Permissions
    Best Practices For Using Fine-Grained Permissions Whitepaper
  319. 367. Targeted Code
    New in SharePoint 2010 SPRoleAssignmentCollection.AddToCurrentScopeOnly
    Best Practices For Using Fine-Grained Permissions Whitepaper
  320. 368. The Outcome
    There are many ways that we can improve usability of SharePoint and as a result improve our Information Architecture.
  321. 369. What to watch out for
    Tips and Tricks are not enough to ensure successful Information Architecture.
  322. 370. SharePoint IA That Works Review
    Not Practical, Not User Friendly, and Not Planned
    Improves Find-ability and Put-ability!
    SharedUnderstanding And SharedCommitment Are Key
    Every Decision Is More Effective With More Information
    Practice And Experience Really Help
    There Is So Much Out There You Can Use To Help
    Why SharePoint Information Systems Fail
    What Makes an IA Strategy Really Work
    Visualizing and Communicating IA Concepts
    Making Information Architecture Decisions
    Case Study Approach (Implementing SharePoint IA)
    Information Architecture Tips and Tricks
  323. 371. Full Name
    Email Address
    Allow Us To Keep In Touch And Send You SharePoint Information Architecture Resources
    Role(s)
    IT Pro DeveloperEnd UserArchitectBiz Analyst
    Helps us understand where yourexperience with SharePoint has been and what roles were contained in our workshop audience.
    Would you recommend this workshop to a colleague or friend?
  324. 372. What did you likebest or what did you find useful?
    What was missing or what would you have liked to see?
  325. 373. Please complete and turn in your Session Evaluation Form so we can improve future events.Survey can be filled out at:
    http://app.fluidsurveys.com/surveys/SPSTCDC2011-Thu-S1A-106
    Presenter:Richard and Virgil
    Session Name:SharePoint IA Design 101
    Session No.:Thu-S1A-106
  326. 374.
  327. 375. Thank You Organizers, Sponsors andYoufor Making this Possible.
    Questions? Ideas? Feedback? Contact us:
    • Twitter:@VCMonkey & @rharbridge
    • 376. Blogs: monkeyblog.highmonkey.com & rharbridge.com
    • 377. Email us: [email protected]& [email protected]
    • 378. Resources: http://www.PracticalIntranet.com