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




Minnesota Office


• 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




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• 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




Minnesota Office


• 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




Minnesota Office


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




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SETTING THE EXPECTATIONS

IA rules to live by




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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




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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




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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




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UNDERSTANDING THE CONCEPT

Knowledge of why should affect the how




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4 basic IA concepts

• Information

• Structuring, organizing, and labeling

• Finding and managing

• Art and science

WHAT IS INFORMATION ARCHITECTURE




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• 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?




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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




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• 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




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• 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




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• 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




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FINDABILITY VS. PUTABILITY

To give or to receive, that is the answer




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• The too-easy information seeking model

REALIZE HOW USERS THINK

User asks question

MAGIC

HAPPENS

User received answer




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• How we store information

• Successful more with complex structures

• People don’t want to make too many decisions

WHAT IS PUTABILITY




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• 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?




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• 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




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IA KEY TRADE OFFIA KEY TRADE OFFIA KEY TRADE OFFIA KEY TRADE OFF

DisciplineDisciplineDisciplineDiscipline

vs.vs.vs.vs.

StructureStructureStructureStructure




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How 2013 is different

Think….then be different!




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• Information?

• Nothing

• Structurally?

• Not much

• Navigation and labeling

• Quite a bit

• Finding and managing

• GAME CHANGER

WHAT’S NEW IN SHAREPOINT 2013




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• 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




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• 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




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•URL Rewriting

•MMS has some new features

• Custom Sort Order

• Custom Properties

• Pinning of Terms

NAVIGATION AND LABELING




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• 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




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• Its all about search!• FAST Search Integration

• Better results

• Cooler refiners





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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





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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





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Content Search Web Part

• Same content, different display

• Build complex queries based of metadata and query rules

• Query builder tool

• Create custom refiners





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Breakin down the Monkey Madness, 2013 style

Bringin in the cool




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• 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




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WHAT USERS SEE




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WHAT INFORMATION ARCHITECTS IMAGINE




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WHAT CONTENT CREATORS USE




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WHAT SITE ADMINS BUILD




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• 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




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• The insides of an overall page

• Designers can create multiple, content creators can pick-n-choose

SITE COMPONENTS: PAGE LAYOUT




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• Represents the ‘container’ of a search web part rendering

• Add HTML, CSS, JavaScript code directly into the control

SITE COMPONENTS: DISPLAY TEMPLATE




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• Controls the rendering of each item in a Display Template

• Can access results fields and other advanced Client OM functions

SITE COMPONENTS: ITEM TEMPLATE




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QUESTIONS??Virgil Carroll, PresidentHigh Monkey [email protected]

763-201-6040Blog: http://monkeyblog.highmonkey.com

Twitter: @vcmonkey

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How Information Architecture can improve in SharePoint 2013 · 2014-11-15 · How Information...

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