How Information Architecture can improve in SharePoint 2013 · 2014-11-15 · How Information...
Transcript of How Information Architecture can improve in SharePoint 2013 · 2014-11-15 · How Information...
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
How Information Architecture can improve in SharePoint 2013
Virgil CarrollPresident
High Monkey Consulting
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• From the great State of Alaska
• Certified Athletic Trainer
• Masters in Instructional Design (from UAB)
• User Experience Aficionado
• Taking care of user needs since 1998
• Blog: http://monkeyblog.highmonkey.com
• Twitter: @vcmonkey
About Me
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Been around since 1998 (HMC name since 2004)
• Offices in Minnesota and Michigan
• Clients throughout the US and Canada
• Core Competencies• Web and interface design
• SharePoint / CMS consulting
• User Experience
About High Monkey
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Performed a heuristic usability test on both SharePoint 2010 and 2013 team site OOTB template
• Both end user and administrative tasks
• Shows usability issues and challenges
http://monkeyblog.highmonkey.com
SharePoint 2010 vs. 2013
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
For more usability tips, check out my blog series
• 101 usability tips recorded over 101 days around SharePoint 2010
• Covering design/layout, navigation, content management, forms and more!
http://monkeyblog.highmonkey.com
Mobile: http://www.lowmonkey.com
101 SharePoint Usability Tips
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
SETTING THE EXPECTATIONS
IA rules to live by
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
REMEMBERREMEMBERREMEMBERREMEMBER
Information architecture is a practice not a Information architecture is a practice not a Information architecture is a practice not a Information architecture is a practice not a
stepstepstepstep----bybybyby----step, step, step, step,
one size fits all planone size fits all planone size fits all planone size fits all plan
….WHICH MEANS….WHICH MEANS….WHICH MEANS….WHICH MEANS
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
IN INFORMATION ARCHITECTUREIN INFORMATION ARCHITECTUREIN INFORMATION ARCHITECTUREIN INFORMATION ARCHITECTURE
There is no single right answerThere is no single right answerThere is no single right answerThere is no single right answer
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
GOOD INFORMATION GOOD INFORMATION GOOD INFORMATION GOOD INFORMATION ARCHITECTUREARCHITECTUREARCHITECTUREARCHITECTURE
has NOTHING to do with SharePointhas NOTHING to do with SharePointhas NOTHING to do with SharePointhas NOTHING to do with SharePoint
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
UNDERSTANDING THE CONCEPT
Knowledge of why should affect the how
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
4 basic IA concepts
• Information
• Structuring, organizing, and labeling
• Finding and managing
• Art and science
WHAT IS INFORMATION ARCHITECTURE
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Because we want to be SMART
• Because we understand users are important
• Because we don’t want yet another IT project to ‘suck’
WHY DO WE CARE?
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
Context
UsersContent
Business goals, funding,
politics, culture, technology,resources and constraints
Document / data types, content objects, volume,
existing structure
Audience, tasks, needs, information seeking
behavior, experience
IA BREAKDOWN
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• All web sites and intranets exist within a particular business or organizational context
• Each organization has a mission, goals, strategy, staff, processes and procedures, physical and technology infrastructure, budget, and culture
• the key to success is understanding and alignment
CONTEXTContext
UsersContent
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Includes documents, applications, services, schema, and metadata that people need to use or find on your site
• How much content do you have?
• What are the formats your content is in?
• Who owns your content?
CONTENTContext
UsersContent
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Every user has different experiences and abilities to draw from
• Every user has different needs and wants
• Do you know how your users use your site now?
USERSContext
UsersContent
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
FINDABILITY VS. PUTABILITY
To give or to receive, that is the answer
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• The too-easy information seeking model
REALIZE HOW USERS THINK
User asks question
MAGIC
HAPPENS
User received answer
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• How we store information
• Successful more with complex structures
• People don’t want to make too many decisions
WHAT IS PUTABILITY
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Because people finding stuff is the MOST important, but we still have to have storage
• Because organization is key to successful finding
• People can’t find stuff that isn’t there
WHY DO WE CARE?
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• How we look for stuff
• Complex structures tend to fail
• People want to find things their way
• People DON’T UNDERSTAND HOW TO FIND STUFF
WHAT IS FINDABILITY
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
IA KEY TRADE OFFIA KEY TRADE OFFIA KEY TRADE OFFIA KEY TRADE OFF
DisciplineDisciplineDisciplineDiscipline
vs.vs.vs.vs.
StructureStructureStructureStructure
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
How 2013 is different
Think….then be different!
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Information?
• Nothing
• Structurally?
• Not much
• Navigation and labeling
• Quite a bit
• Finding and managing
• GAME CHANGER
WHAT’S NEW IN SHAREPOINT 2013
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Some new templates of significance
• Community Site / Portal
• eDiscovery Center
• Some new structure changes of significance
• HTML instead of XSLT
• Design Manager
• Display templates
STRUCTURALLY
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Managed Navigation• By term set (can be dedicated or
combined)
• Will take careful planning and understanding
• Faceted Navigation• Used to filter search results
• Inline navigationediting
NAVIGATION AND LABELING
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
•URL Rewriting
•MMS has some new features
• Custom Sort Order
• Custom Properties
• Pinning of Terms
NAVIGATION AND LABELING
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• 2013 makes it easier to change the look-n-feel
• HTML throughout
• Better mobile support
• Managing information• Document Sets
• Create a folder inside
• Support for OneNote
• Workflow• Better move information
FINDING AND MANAGING
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Its all about search!• FAST Search Integration
• Better results
• Cooler refiners
FINDING AND MANAGING
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
Search Results
• Search query history
• Search Refiners• Determine specifically what refiners
to show
• Enter your own value
• Graphical histograms
• Query Rules• Group specific search results
• Tie to specific search terms or patterns
FINDING AND MANAGING
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
Cross Site Collection Publishing
• Use search to surface content throughout the organization without boundary concerns
• Content must be in a ‘Catalog’
• Enable continuous search crawl for 2 minute content refresh
• Requires publishing features
FINDING AND MANAGING
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
Content Search Web Part
• Same content, different display
• Build complex queries based of metadata and query rules
• Query builder tool
• Create custom refiners
FINDING AND MANAGING
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
Breakin down the Monkey Madness, 2013 style
Bringin in the cool
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• A Website built in SharePoint 2013
• Includes:
• Solid content management practices
• Separation of content and presentation
• Creative design elements
• Managed Navigation
• Content Search Web Parts galore!!
• MOST IMPORTANTLY NOT A LOT OF
TIME AND EFFORT
WHAT IS MONKEY MADNESS
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
WHAT USERS SEE
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
WHAT INFORMATION ARCHITECTS IMAGINE
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
WHAT CONTENT CREATORS USE
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
WHAT SITE ADMINS BUILD
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Can be applied to entire site or sub-sections
• Link global CSS & Script files
• Significantly different from previous
• User HTML-based file (never touch .master page)
• Use Snippet Gallery to quickly add standard web parts and components
• Can open in 3rd party products, upload and SharePoint builds master page
• Has commented components and language that must be understood
SITE COMPONENTS: MASTER PAGE
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• The insides of an overall page
• Designers can create multiple, content creators can pick-n-choose
SITE COMPONENTS: PAGE LAYOUT
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Represents the ‘container’ of a search web part rendering
• Add HTML, CSS, JavaScript code directly into the control
SITE COMPONENTS: DISPLAY TEMPLATE
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
• Controls the rendering of each item in a Display Template
• Can access results fields and other advanced Client OM functions
SITE COMPONENTS: ITEM TEMPLATE
Providing Practical Approaches…No Monkey Business
http://www.highmonkey.comwww.highmonkey.com [email protected] Office
100 West Big Beaver Road Suite 200 • Troy, MI 48084 | P: 763.201.6040
Minnesota Office
2120 W County Road C • Roseville, MN 55113 | P: 763.201.6040
QUESTIONS??Virgil Carroll, PresidentHigh Monkey [email protected]
763-201-6040Blog: http://monkeyblog.highmonkey.com
Twitter: @vcmonkey