Making search work without a taxonomy! Rob Kocher September 20, 2014
May 24, 2015
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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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
• Accounts Payable
• Project Team procedure writing
• Dad
• SharePoint site administrator
• TBD
Twitter: @Robert_Kocher Linkedin: pub/rob-kocher/12/750/541
4
ALL ABOUT ME
• Waterski Bum (nationally ranked
kneeboarder and barefooter – 1996)
• Accounts Payable
• Workman’s Comp auditor
• Husband
• Accounts Payable
• Project Team procedure writing
• Dad
• SharePoint site administrator
• TBD
Twitter: @Robert_Kocher Linkedin: pub/rob-kocher/12/750/541
5
AGENDA
The Problem
The Approach
Examples
The Solution (Demo)
Measuring Results (Demo)
Twitter: @Robert_Kocher Linkedin: pub/rob-kocher/12/750/541
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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.
Twitter: @Robert_Kocher Linkedin: pub/rob-kocher/12/750/541
7
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?
Twitter: @Robert_Kocher Linkedin: pub/rob-kocher/12/750/541
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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
Twitter: @Robert_Kocher Linkedin: pub/rob-kocher/12/750/541
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LET’S GET TO THE DEMO!
QUESTIONS
17
Email: [email protected]
Twitter: @Robert_Kocher
LinkedIn: www.linkedin.com/pub/rob-kocher/12/750/541