SharePoint Jumpstart #3: Navigation, Metadata, & Faceted Search: Approaches & Tools

SharePoint Search & IA Jumpstart Series June 18, 2009 Call 3: Navigation, Metadata, & Faceted Search: Approaches & Tools Hosted by Earley & Associates in partnership with Consejo, Inc.

About the Jumpstart call series ,[object Object],[object Object],[object Object],[object Object],[object Object]

Community of Practice Calls ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Housekeeping ,[object Object],[object Object],[object Object],[object Object],[object Object]

Call 3: Navigation, Metadata, & Faceted Search ,[object Object],[object Object],[object Object],[object Object]

SharePoint Search & IA Series: Call 4 ,[object Object],[object Object],[object Object],[object Object],[object Object]

Turning SharePoint Search into a Better Navigation Tool Earley & Associates Webinar June 18 th 2009 Lars Fastrup SharePoint Consultant, SharePoint Products BLOG: blog.sharepointproducts.com E-Mail: [email_address]

My Book on SharePoint Search ,[object Object],[object Object],[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object]

Introduction – Search Use Cases ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

OOB Problems with Search ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

5 Tips Towards Better Navigation ,[object Object],[object Object],[object Object],[object Object],[object Object]

Actionable Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Goto Document Library ,[object Object],[object Object]

Faceted Search ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Search Center with Faceted Search

Do not expose Search Scopes ,[object Object],[object Object]

Separate Employee Search Box ,[object Object],[object Object],[object Object],[object Object]

Document Preview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Navigation, Metadata, & Faceted Search: Approaches & Tools Paul Wlodarczyk Director Solutions Consulting Earley & Associates June 18, 2009 SharePoint Jumpstart Series Session 3

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Agenda

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Tagging/Search/Navigation in SharePoint

SharePoint Search Integration ,[object Object],[object Object],[object Object],[object Object],[object Object],1 2 3 4

SharePoint Search Integration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],3 rd Party Query Engine 3 rd Party Index Engine 1 2 3 4 5

Third Party Application Scope ,[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Approaches to SharePoint Tagging

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Tagging with Taxonomy in SharePoint

Manual Tagging: WordMap Custom columns created by SharePoint Admin – Department, Product, Locations Controlled vocabulary from taxonomy mapped to columns

Manual Tagging: WordMap Creating new columns and pointing them to controlled vocabularies in Facet XML files

Manual Tagging: WordMap Hierarchy is preserved in the metadata (can be viewed on hover) and is available for search Controlled vocabulary presented for selection, then shown in view

[object Object],[object Object],[object Object],[object Object],Manual Tagging: KWizCom

Manual Tagging: SharePart XXL ,[object Object],[object Object],[object Object]

Auto-tagging Example: Smartlogic Documents can be auto-classified in SharePoint based upon policies

Auto-tagging Example: Smartlogic Documents can be auto-classified using a manual trigger

Auto-tagging Example: Smartlogic Auto-classify results shown in Edit Properties dialog Can be manually edited using Add or Remove

Auto-tagging Example: Smartlogic Tagging interface enables multiple terms to be selected from a taxonomy-driven CV to edit the automatically applied terms

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Other Tagging Applications for SharePoint

[object Object],[object Object],[object Object],[object Object],[object Object],Search and Navigation with Taxonomy in SharePoint

[object Object],[object Object],[object Object],Three Approaches to Searching SharePoint Content using Taxonomy

[object Object],[object Object],Approaches to SharePoint Search Search on non-preferred terms Tag with preferred terms Refine / Suggest with preferred terms and relationships Index on preferred terms (metadata) and non-preferred terms (full text) using ET / BT / NT relationships or Auto-classify via rules-base to the taxonomy

Taxonomy-mapping: Smartlogic ,[object Object]

Taxonomy-mapping: Smartlogic ,[object Object],[object Object]

Taxonomy-mapping: BA Insight ,[object Object],[object Object]

Taxonomy-mapping: BA Insight ,[object Object]

Taxonomy-mapping: BA Insight ,[object Object],[object Object],[object Object]

[object Object],[object Object],Approaches to SharePoint Search Search on non-preferred terms Manually tag with preferred terms or Auto-classify to the taxonomy via concepts that are related terms in taxonomy (“clues”) Index on concepts (non-preferred terms) Refine with preferred terms (metadata) Browse with taxonomy structure

Concept-mapping: Concept Searching ,[object Object],[object Object],[object Object]

Concept-mapping: Concept Searching ,[object Object],[object Object]

Concept-mapping: Concept Searching ,[object Object]

[object Object],[object Object],Approaches to SharePoint Search Tag with preferred terms Search on non-preferred terms Index on dimensions and properties (which are mapped to taxonomy) Refine / Suggest with dimensions that are derived preferred terms and relationships Relate structured content thru dimensions

Schema-mapping: Endeca ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],How to decide?

How much do you need? SharePoint OOB Basic Faceted Search Taxonomy-Driven Faceted Search Advanced Faceted Search Use advanced search for filtering on metadata fields. Navigation is based on site architecture / folder structure Expose facets on main search screen, basic tree view (Codeplex, KWizCom, SharePart XXL) Related search suggestions, broader/narrower, thesaurus relates search terms to preferred terms, tree browse (BA Insight, Concept Searching, Smartlogic) Facets span content types, fully-flexible UX, deep indexing, relate to structured data (Endeca) Faceted Search in SharePoint

Earley & Associates SharePoint Services (in Partnership with Consejo) ,[object Object],[object Object],[object Object],[object Object],[object Object],We help organizations succeed from an enterprise-wide perspective, ensuring findability of content through effective document tagging, metadata management, and search http://www.earley.com/SharePointServices.asp

[object Object],[object Object],Seth Earley [email_address] www.earley.com 781-820-8080

SharePoint Jumpstart #3: Navigation, Metadata, & Faceted Search: Approaches & Tools

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SharePoint Jumpstart #3: Navigation, Metadata, & Faceted Search: Approaches & Tools