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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]
OOB Search Results
OOB Advanced Search
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
PowerPoint Facet Selected
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]
Questions
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]
TAGGING
[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
SEARCH AND NAVIGATION
[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]
Taxonomy-mapping: BA Insight ,[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
SharePoint Search & IA Series: Call 4  ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],Seth Earley [email_address] www.earley.com 781-820-8080

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

  • 1. 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.
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. 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]
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  • 17.
  • 18. Search Center with Faceted Search
  • 20.
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  • 24. Navigation, Metadata, & Faceted Search: Approaches & Tools Paul Wlodarczyk Director Solutions Consulting Earley & Associates June 18, 2009 SharePoint Jumpstart Series Session 3
  • 25.
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  • 28.
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  • 31.
  • 32.
  • 33. Manual Tagging: WordMap Custom columns created by SharePoint Admin – Department, Product, Locations Controlled vocabulary from taxonomy mapped to columns
  • 34. Manual Tagging: WordMap Creating new columns and pointing them to controlled vocabularies in Facet XML files
  • 35. 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
  • 36.
  • 37.
  • 38. Auto-tagging Example: Smartlogic Documents can be auto-classified in SharePoint based upon policies
  • 39. Auto-tagging Example: Smartlogic Documents can be auto-classified using a manual trigger
  • 40. Auto-tagging Example: Smartlogic Auto-classify results shown in Edit Properties dialog Can be manually edited using Add or Remove
  • 41. Auto-tagging Example: Smartlogic Tagging interface enables multiple terms to be selected from a taxonomy-driven CV to edit the automatically applied terms
  • 42.
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  • 60. 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
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