Spsnj 2014 Search without a Taxonomy

Making search work without a taxonomy!

Rob Kocher

September 20, 2014

NEW JERSEY SHAREPOINT USER GROUP

• Different SharePoint discussions

each month on various topics.

Announced on meetup.com

• Meets 4th

Tuesday of every month

• 6pm – 8pm

• Microsoft Office (MetroPark)

• 101 Wood Ave, Iselin, NJ 08830

• http://www.njspug.com

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http://www.njspug.com/

THANK YOU EVENT SPONSORS

• Diamond & Platinum sponsors

have tables here in the

Fireside Lounge

• Please visit them and inquire

about their products &

services

• Also to be eligible for prizes

make sure to get your bingo

card stamped

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ALL ABOUT ME

• Waterski Bum (nationally ranked

kneeboarder and barefooter – 1996)

• Accounts Payable

• Workman’s Comp auditor

• Husband


• Project Team procedure writing

• Dad

• SharePoint site administrator

• TBD

Twitter: @Robert_Kocher Linkedin: pub/rob-kocher/12/750/541

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ALL ABOUT ME

• Waterski Bum (nationally ranked

kneeboarder and barefooter – 1996)


• Workman’s Comp auditor

• Husband


• Project Team procedure writing

• Dad

• SharePoint site administrator

• TBD


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AGENDA

The Problem

The Approach

Examples

The Solution (Demo)

Measuring Results (Demo)


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THE PROBLEM

• Separate information repositories for

procedures

• Difficult or no search capabilities (navigation

only)

• No linkage of related procedures

• Difficult to request changes and update

information

• Any design or functionality changes

required IT involvement

• Not enough support to create a taxonomy or

have it loaded into the term store.


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THE APPROACH

• Navigation: Provide home/index pages allowing those that resist change to navigate

• Content: Move from documents into web pages

• Consistency: Use of CSS, content editor web part and consistent page structure

• Content changes: Provide ‘recent changes’ information

• Search: Enterprise wiki pages and metadata

• Feedback: Provide simple change request and feedback forms

• Measure: Search metrics

How is this going to work without a

taxonomy?


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EXAMPLE 1 – NAVIGATION (HOME PAGES)

Lotus Notes SharePoint Knowledge Center

EXAMPLE 2 – NAVIGATION

Metadata Navigation Results Metadata Navigation

For Content Creators

• Added metadata for metadata navigation

• Created views, including a datasheet view for mass updating

EXAMPLE 3 – PAGES VS. DOCUMENTS

Knowledge Center Search Normal SharePoint Search

• Title field is critical for search!

• Created a descriptive paragraph at top of page about the page content

EXAMPLE 4 – CONSISTENT PAGES

• CSS is your friend!

• Break up existing documents

o Overviews

o Procedures

o Key terms

• Use anchor tags for long pages

EXAMPLE 5 – RECENT CHANGES

All updates

• Created a view of all recent changes

• Created a view and link for recent changes by each process using the metadata navigation

feature

• Link button placed on all home pages

Process specific updates

EXAMPLE 6 – CHANGE REQUESTS AND FEEDBACK

Feedback Form

• Created a new, simplified process for requesting changes

o More accountability for approvers

• Created and promoted easy feedback loop

o Important to respond quickly to feedback

Change Request

MEASURING RESULTS

• Review site collection web analytics

o Daily Unique visitors

o Top pages and visitors

o Number of queries

o Top queries

o Failed queries

— Term or phrase

— Percentage abandoned


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LET’S GET TO THE DEMO!

http://rigsp.vanguard.com/sites/kwctr/default.aspx

QUESTIONS

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Email: [email protected]

Twitter: @Robert_Kocher

LinkedIn: www.linkedin.com/pub/rob-kocher/12/750/541

Spsnj 2014 Search without a Taxonomy

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