1. SharePointInformation Architecture That Really Works
Facilitated By:Richard Harbridge and Virgil Carroll
Tweet Us:#SPSTCDC @RHarbridge @VCMonkey
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. Who am I?
I
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.
6. Information Architecture is a Practice not a
Strategy
7. In IA, there is no single right answer.
8. Proven Success
9. Take Away: Confidence
10. Take Away: Improved Communication
11. Take Away: Knowledge YouCan Use
12. Our Goal Today
From Here To Here
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. 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. 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. Why SharePointIA Fails
17. #1
NO PLAN
(or it was small)
18. It started out simple
19. Then it grew
20. Then it got TOTALLY out of control!!
21. SharePoint is not a Silver Bullet
SharePoint is not a Silver Bullet at
NothingButSharePoint.com
22. SharePoint will be
Utilized by Business Users to develop and implement business
solutions that use technology without ITs direct involvement.
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.
#2
BUSINESS DOES NOT WORK THE WAY WE THOUGHT
30.
31. Opportunistic Driven Learning
Image from Paul Culmsee
32. #3
WE THOUGHT
ORG CHART = SITE MAP
33. #4
WE BELIEVED MICROSOFT KNEW DESIGN
(instead learning from users)
34. #5
WE THOUGHT IT WAS ABOUT STORING INFORMATION,
NOT USING IT
35. #6
NO REVIEWS
(or analysis of usage)
36. The Outcome
There are many reasons SharePoint IA can fail and many of us have
experienced variations of them firsthand.
37. What to watch out for
Sometimes failing is necessary to highlight how important effective
IA planning and commitment can be.
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
39. What MakesAn IA StrategyREALLYwork
40. With a good IA
41. You can take this
42. and make it into this
43. This
44. into this
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.
46. What is information architecture?
4 basic IA concepts
Information
Undergoes Structuring, organizing, and labeling
To improve Finding and managing
ThroughArt and science
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!
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
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
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
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
54. What does IA support?
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
56. A good IA
increases our chances of finding the right stuff
57. How users look for information
The too-easy information seeking model
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
Find-ability
Models
61. Sometimes youre just looking for one answer
(known-item)
62. Sometimes you want to investigate(exploratory)
63. Sometimes you want to find everything(Dont know what you
need)
64. Sometimes you need to find it again(Re-finding)
65. Berry Picking Model
Search
View results
Use results to enhance search
Repeat until end result is found
66. Dont Forget Put-ability
Search isnt a silver bullet.
67. A good IA
helps us work effectively
68. Lets look back
69. A good IA
supports user experience
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!
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
72. Plan IA Review Processes
73. The Outcome
A good IA continually improves content find-ability and put-ability
while retaining context and usability.
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.
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
76. Visualizing and CommunicatingIA Concepts
77. Taxonomy and Metadata
78. Taxonomy and Metadata
79. What is Taxonomy?
or this
Not this!
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.
81. How do you figure it out
Seek and ye shall find
Research
Ask an expert
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!
83. Arrangement and Context
Taskonomy?
Department Store
Wholesale Warehouse
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
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?
86. What is Metadata?
The BIG Question
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)
88. Adapted from the pea soup story by Serge
Tremblay
89.
90.
91. What is our Base Metaphorfor files?
92.
93. What if we saw this?
94. Better
95. Solve with folders
96. Hire an intern
97. This is metadata!
98. As weve already seen: This always works out great
This is a common result
99. Shared Drive Zoo
100. Moving this mess to SharePoint
makes it worse
101. SharePoint Sux
102. The #1 rule of SharePoint?
Except when it makes sense
Never use folders
ever
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!
104. Metadata
I like it!
105. Adding Metadata (when uploading)
106. A SharePoint Simulation
107. What are content types?
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
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.
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
114. Types of labels
Contextual links
Headings
Navigation system choices
Index terms
Iconic labels
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
116. 2010 takes labeling serious!
117. The Outcome
Shared Understanding Of How Metadata And Taxonomy Can Be Leveraged
To Improve Findability.
118. What to watch out for
People Must Understand The Value Of Metadata Or They Will Reject
The Idea.
119. Tools For The Information Architect
120. Same Page
121. Abstract
122. Concrete
123. Mind Mapping Demonstration
124. Navigation
workshops
125. Navigational Map
126. Navigation Systems
Global navigation
Local navigation
Breadcrumbs/Up One Level Control
Contextual navigation
Supplemental navigation
Sitemap
A-Z Index
Guides
127. Navigation Systems
128. Navigation Systems
129. Navigation Systems
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.
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
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?
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.
134. What are the types of card sort?
Open
& Closed
135. Open card sorting process
Snake
Ferrari
Cat
Ford
Dog
Gerbil
Honda
Rolls Royce
Mouse
136. Results
Pets
Cars
Cat
Ferrari
Dog
Honda
Mouse
Rolls Royce
Gerbil
Ford
Snake
137. But not always what you expect
Cute
European
Scary
Domestic
Ford
Cat
Ferrari
Mouse
Rolls Royce
Dog
Snake
Gerbil
Japanese
Honda
138. But not always what you expect
Animals
Luxury
Regular
Ferrari
Cat
Ford
Rolls Royce
Honda
Dog
Gerbil
Mouse
Snake
139. BIG MONKEY
Card Sort
140.
141. Card Sort Results
142. Advantages of Card Sorting
Simple
Cheap
Quick to execute
Established
Involves users
Provides a good foundation
143. Disadvantages of Sorting
Does not consider users tasks
Results may vary
Analysis can be time consuming
May capture surface characteristics only
144. Wireframing Workshops
145. Balsamiq
146. CommonIntranet Components
147. Balsamiq DEMO
148. Wireframing Tip!
149. Dont Forget Consistency
Consistency Across User Environments
Modify Provisioned Site (or Templates) Based on Need
Each Page Design Should Be Consistent
150. What is usability
Usabilityis aquality attributethat assesses how easy user
interfaces are to use.
(Jakob Nielsen, 2003)
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?
152. Why do we need it?
153. Why do we need it
When an interface doesnt make sense
PEOPLE DONT USE THEM
154. Usability Testing
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?
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
Setting up your Usability Plan
Type of Usability Tests
Heuristic Evaluation
Paper Prototyping
Card Sorting
Surveys
161. Setting up your Usability Plan
Heuristic Evaluation
Having a small set of evaluators examine an interface and judge it
against recognized usability principles
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
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
Setting up your Usability Plan
Lets look at a
sample usability test
167.
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
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??
171. Setting up your Usability Plan
Run your Test
Debrief user
ask about overall experience
ask for suggestions
THANK THEM
172. Setting up your Usability Plan
Analyze / Report
Identify the biggest problems 1st
grade by severity
Frequency
Impact
Persistence
173. Setting up your Usability Plan
Analyze / Report
Summarize data
summarize in human terms
identify most common user issues
174. FIGURE OUT YOUR CONTENT
175. Document Inventory Workshops
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?
177. An Inventory Worksheet
178. Build Mind Map (based on an inventory
worksheet)
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?
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
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
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!!!
185. No Single Approach
Projects
Communities
Tasks
Practices
186. Business Process Workshops
187. Visio 2010 Demo
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
Roadmap
206. The Outcome
Using visual tools provides shared understanding, which is a
crucial driver of shared commitment to a goal.
207. What to watch out for
Workshops become much more interactive; more people are actively
involved which leads to greater shared commitment and
understanding.
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
209. Making
Information Architecture Decisions
210. The Importance of Making Good Information Architecture
Decisions
211. What is the ultimate IA structure?
There isnt one!
212. You need to
Un-enterprise your architecture
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.
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
221. Recommended Approach
Bob Mixon on SharePoint 2007 Site Collections
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
223. Enterprise Publishing
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
225. And for the rest of us?
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
227. How can SharePoint help?
228. SharePoint Containment Hierarchy
What we care about from an information architecture
perspective.
229. SharePoint Containment Hierarchy
230. Site Collection or Site (Subsite)?
OR
231. Site Collection
232. Site Collection
233. When To Use A Site Collection
234. When To Use A Site Collection
235. When To Use A Site Collection
236. When To Use A Site Collection
237. When To Use A Site Collection
238. When To Use A Site Collection
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
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
241. SharePoint Permissions
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
One List or Multiple Lists?
OR
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).
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).
Advanced Uses Of Lists
254. One Library or Multiple Libraries?
OR
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).
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).
List and Content Type Tip!
262. Default Content Types and Metadata Values
263. Navigating with MetadataTip!
264. Navigating with Metadata, not Folders
265. Set up with Library Settings
266. Configure Setttings
267. Filters the list
268. Document Routing Tip!
269. Content Organizer and Routing
270. Configure the router
271.
272. Configure settings
273. Create Rules
274. Create/Modify Rules
275.
276. Use the Drop-off Library
277. Add a document
278. Enter Metadata
279. Detour: 2010 Metadata
280.
281. Back to Drop-off library
282. Your document was moved
283. Rules dont apply
284. it doesnt get moved
285. Folder or Metadata?
OR
286. The #1 rule of SharePoint?
Except when it makes sense
Never use folders
ever
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
288. Whats the alternative?
metadata
289. Whats the alternative?
290. Metadata = No more folders
Filtering
Views
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?
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
293. Folders for easy permissions
Create folder
Set permissions
Create view without folders
Easy for users (they only see what they are supposed to)
294. Folders and Default Values
295.
296. The Sales document library
297. Drill down into Military folder
298. Drill down into Air-to-Ground
299. Add a new document here
300. Note: Some metadata prefilled
301. How did we do that?
Library tab
Library settings
302. Column default value settings
303. Select a folder and set defaults
Note folder inheritance
304. Set the default value
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
306. Working With Managed Metadata
307. Term Store Management
308. Adding Terms
309. Turn off Available for Tagging
Add sub elements: Proposal, Quote, Invoice
Leave Available for Tagging checked
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)
311.
312. CSV file for Import to Term Store
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
314. Folder or Document Set?
OR
315. Folders vs. Document Sets
Document Sets vs Folders
316. Document Sets
Document Sets vs Folders
317. Folders and Default Values
318. Folders vs. Document Sets
Document Sets vs Folders
319. Folders vs. Document Sets
Document Sets vs Folders
320. Folders vs. Document Sets
Document Sets vs Folders
321. Folders vs. Document Sets
Document Sets vs Folders
322. Folders vs. Document Sets
Document Sets vs Folders
323. Folders vs. Document Sets
Document
Document
Document
Folder
Document Library
Folder
Folder
Document
Folder
Document
Document Set
Folder
Document
Document Set
Document
324. Great Resource!
Scott Jamison and Susan Hanley Wrote
!LINK TO WHITEPAPER!
325. The Outcome
You need to understand all of the SharePoint objects, their
limitations, and their benefits to make effective
decisions.
326. What to watch out for
There is always a trade off and all information architecture
decisions should be constantly re-evaluated.
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
328. Putting it all Together
(a case study approach)
329. Introducing multiMEGA Industries
The worlds leading supplier of Missiles, Produce and
Soap
330. They Want A SharePoint Intranet!
331. Find and Involve Stakeholders
332. Educate Stakeholders
333. Roadmap
Plan Their Roadmap
334. Inventory and Plan for Documents
335. Analyze Content Usage
336. Map Business Processes
337. Determine Navigation
338. Perform Card Sorting
339. Structured Approach for Navigation
Original Concept 5 Steps to Structure SharePoint Sites
340. Wireframing Workshops
341. CommonIntranet Components
342. Identify Key Pages
343. Mockup Key Pages
344. Improve Usability
345. Improve Governance
346. The Outcome
A well planned information architecture approach will lead to
better results.
347. What to watch out for
Iterative improvements are necessary and should leverage a model
like the one we just walked through.
348. AND FINALLY
PAY ATTENTION!!
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
350. Information Architecture Tips and Tricks
351. MAKE IT FINDABLE
352. Search Reality
Most users dont know how to perform searches well
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
354. 2010 refiners can get users to content quickly
355. TRAIN YOUR PEEPS!
356. 2010 can make training ainteractive process
357. Productivity Hub
358. IUseSharePoint
Download and install the lunch and learn module - an interesting
idea.
359. Make it easier to work with
360. Make it easier to work with
Powerful Columns You Probably Didnt Know About
361. Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great
Idea
362. AD Groups or SharePoint Groups?
OR
363. SharePoint Groups vsAD Groups
364. Item Level Permissions
Best Practices For Using Fine-Grained Permissions
Whitepaper
365. Item Level Permissions
Best Practices For Using Fine-Grained Permissions
Whitepaper
366. Web Level Permissions
Best Practices For Using Fine-Grained Permissions
Whitepaper
367. Targeted Code
New in SharePoint 2010
SPRoleAssignmentCollection.AddToCurrentScopeOnly
Best Practices For Using Fine-Grained Permissions
Whitepaper
368. The Outcome
There are many ways that we can improve usability of SharePoint and
as a result improve our Information Architecture.
369. What to watch out for
Tips and Tricks are not enough to ensure successful Information
Architecture.
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
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?
372. What did you likebest or what did you find useful?
What was missing or what would you have liked to see?
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
374.
375. Thank You Organizers, Sponsors andYoufor Making this
Possible.
Questions? Ideas? Feedback? Contact us: