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Philadelphia Area SharePoint User Group PhillySharePoint September 29, 2010

Philadelphia Area SharePoint User Group. Philadelphia Area SharePoint User Group www.PhillySharePoint.org September 29, 2010. Chris Mann RJB Technical Consulting www.rjbtech.com chris.mann@rjbtech.com. www.PhillySharePoint.org. Philadelphia Area SharePoint User Group.

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Philadelphia Area SharePoint User Group PhillySharePoint September 29, 2010

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  1. Philadelphia Area SharePoint User Group Philadelphia Area SharePoint User Groupwww.PhillySharePoint.orgSeptember 29, 2010 Chris MannRJB Technical Consultingwww.rjbtech.comchris.mann@rjbtech.com www.PhillySharePoint.org

  2. Philadelphia Area SharePoint User Group Improved Find-ability in SharePoint 2010 www.PhillySharePoint.org

  3. Philadelphia Area SharePoint User Group Improved Find-ability in SharePoint 2010 Agenda • Common Information Architecture Challenges • Offering Suggested Content in SharePoint • Demo • Tagging Options www.PhillySharePoint.org

  4. Philadelphia Area SharePoint User Group How do users look for content? How do users look for content? • Browsing • Searching Most users are familiar with looking for content using a hierarchical structured file-share (browsing) www.PhillySharePoint.org

  5. Philadelphia Area SharePoint User Group File Share to SharePoint Site • Folder Structures tend to have a native taxonomy built in • People are used to finding data by drilling down hierarchical structures • Easy to implement www.PhillySharePoint.org

  6. Philadelphia Area SharePoint User Group File Share to SharePoint Site One possible design • Client Team Sites • Multiple Project Sites under a Client Team Site • Document Libraries for each project phase • Assign a content types to each library www.PhillySharePoint.org

  7. Philadelphia Area SharePoint User Group Common Approaches to Site Topology • By Organizational Structure • Usually tucked underneath http://intranet/sites/ • A Site Collection per Department • Sub-sites per team in a department • By Initiative / Project • Collaboration occurs across departments (cross-functional) • Temporary in nature • By Business Process • Possibly an enterprise-wide audience • Collaboration may occur across departments (cross-functional) • Permanent in nature www.PhillySharePoint.org

  8. Philadelphia Area SharePoint User Group A Matrix Organization North South Document Management Custom Development Document Management Custom Development Managed Services Managed Services Business Intelligence Business Intelligence East West Document Management Custom Development Document Management Custom Development Managed Services Managed Services Business Intelligence Business Intelligence www.PhillySharePoint.org

  9. Philadelphia Area SharePoint User Group A Matrix Organization North Document Management Custom Development US Government Legal US Government Legal US Government US Government US Government US Government Business Intelligence Managed Services US Government Legal US Government Legal US Government US Government US Government US Government www.PhillySharePoint.org

  10. Philadelphia Area SharePoint User Group Challenges Where do you put content that is multi-faceted and has no clear repository? If I’m looking for a document related to Business Intelligence for US Government, where do I look? If I’m looking for a document related to Business Intelligence and Custom Development for US Government, where do I look? www.PhillySharePoint.org

  11. Philadelphia Area SharePoint User Group Challenges How can we… …combine browsing and searching to get the best of both worlds? and …get around the challenge of a situation where two users having two different ideas about where a document belongs? www.PhillySharePoint.org

  12. Philadelphia Area SharePoint User Group Suggested / Content As you browse content, many websites offer the capability to view related content – sometimes in the form of advertising • Amazon • WebMD • Google • Facebook Related Content www.PhillySharePoint.org

  13. Philadelphia Area SharePoint User Group Suggested / Related Content How to accomplish this in SharePoint and overcome Site Collection boundaries? • Enterprise Keywords • Managed Property • Extended CoreResultsWebPart Related content in a separate site collection. www.PhillySharePoint.org

  14. Philadelphia Area SharePoint User Group How to offer related content in SharePoint? Demo www.PhillySharePoint.org

  15. Philadelphia Area SharePoint User Group Suggested / Related Content An issue with the approach When the indexer crawls the pages, it’s includes the related content search results as part of the content, so this may skew search results in the search center. www.PhillySharePoint.org

  16. Philadelphia Area SharePoint User Group Related Content Was this possible in MOSS 2007? Maybe – but… • CoreResultsWebPart has been un-sealed, which means developers can now enhance it. • Enterprise Keywords would have required a lot more effort to implement • The use of Publishing pages was a lot more limited. In 2010, publishing pages and wiki pages are more prevalent, and therefore, it’s easier to “tag” pages in sites like team sites. www.PhillySharePoint.org

  17. Philadelphia Area SharePoint User Group Suggested / Related Content Taking it to the next level? • Incorporate user interests and previous use into the suggested content query • FAST offers the capability to incorporate user context • Incorporate data from other systems (ie. Line of business, other content management systems, etc…) www.PhillySharePoint.org

  18. Philadelphia Area SharePoint User Group Suggested / Related Content Improving findability of enterprise content • Promotes content reuse • Increases user effectiveness and productivity • Aids in records management and e-discovery compliance www.PhillySharePoint.org

  19. Philadelphia Area SharePoint User Group How to offer related content in SharePoint? Enterprise Keywords: • Enabled at the content type or list/library level • Can only be used by users with edit rights on the list item. • Values are stored in the content database • Crawled by the indexer www.PhillySharePoint.org

  20. Philadelphia Area SharePoint User Group How to offer related content in SharePoint? Social Tagging: • Social tagging / ratings are enabled at the farm level. • Users without edit permissions can still tag a document / list item. • Not crawled by the indexer. Instead stored in the User Profile Social Database. • Can be used as refiners in advanced search. www.PhillySharePoint.org

  21. Philadelphia Area SharePoint User Group How to offer related content in SharePoint? Social Tagging Due to the fact that Social Tags are not indexed, SharePoint does not fully implement Folksonomy OOTB. Folksonomy: Asystem of classification derived from the practice and method of collaboratively creating and managing tags to annotate and categorize content - Wikipedia www.PhillySharePoint.org

  22. Philadelphia Area SharePoint User Group Questions? Chris Mann ECM Practice LeadRJB Technical Consultingwww.rjbtech.comhttp://www.sharepointspecialists.com/chris.mann@rjbtech.com www.PhillySharePoint.org

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