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SharePoint Information Architecture
June 2017 | SharePoint Saturday
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Amarender Peddamalku (MCSE SharePoint)
Who is this Guy? Amarender Peddamalku (MCSE SharePoint) Enterprise Solutions Architect Over 10 years of experience in ECM & Enterprise Architecture amarenderpeddamalku.blogspot.com linkedin.com/in/amarender-peddamalku-b @amarenderp
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Information Architecture Why should we care? Metadata Site Columns
Agenda Information Architecture Why should we care? Metadata Site Columns Content Types Taxonomy Best practices Where to start? Q & A
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Heard This Before? Where is my stuff? Can’t find anything?
SharePoint sucks. SharePoint is slow. I hate SharePoint. No thanks, Microsoft. Keep your SharePoint!
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What is Information Architecture (IA) ?
Information Architecture (IA) determines how the content is modeled and then presented to users on a website or solution. Site Navigation Content Classification Usability
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Why Should We Care?
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With out IA?
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Metadata Data about Data First Name Last Name Age Occupation SSN
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Metadata Title Author Publication Technology
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Metadata in SharePoint
Properties of an item
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SharePoint Column
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Metadata in SharePoint
The better the metadata, the easy it is to find!
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Create Content Best time to grab information – Document upload time
All set!! Let’s create 10 document libraries with 5 columns! Create Content
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Create Content 10 document libraries with 5 columns. i.e. 50 columns ? Lot of work and duplication? Can we do better?
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Site Columns Site Column is a reusable column within the site and sub sites Create at the Root Site Don’t ever delete OOB site columns OOB site columns are used in more than one place Group Site columns
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Site Columns Root Site Collection Sub Site 1 Sub Site 2 Sub Site 2.1
Column A Sub Site 1 Sub Site 2 Column A & B Sub Site 2.1 Column A, B & C Sub Site 2.2 Column A, B, X, Y & Z Sub Site 3
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Announcement Content Type
Content Types Proposal Content Type Column C Column A Column B Announcement Content Type Column Z Column X Column Y
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Content Types A set of columns grouped together to define content Information Buckets Parent Content Types Parent – Child relationship Group Content Types Multiple Content Types per Library/List
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Multiple Content Types
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Content Types Proposal Announcement
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Content Types – Inheritance
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Create Content Type
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Taxonomy System of classification Hierarchical group of terms, labels and words Term Store Term set Terms Managed Navigation
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Taxonomy System of classification Hierarchical group of terms, labels and words Term Store Term set Terms Managed Navigation
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Best Practices Don’t use Folders Maximum of 4-7 fields per Item
Use Site columns and Content types Leverage Taxonomy Don’t delete the OOB Site Columns Don’t delete the OOB Content Types Use Meta data filters to Group , Search & Filter
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Information Architecture (IA) Benefits Structured content
Faceted Search Drives User adoption Plan for future Flexible Keep your house in order
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User Adoption IA can very well be the difference
Think like an end user Easy navigation Meta data driven navigation Real “Search” Spice it up by branding
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Information Architecture (IA) Benefits
Metadata Navigation for a Large list/Library
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Information Architecture (IA) Benefits
Group By Views View Filters
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Information Architecture (IA) Benefits
Optimized Search Search Facets Multi Refiners
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Where to start?
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Leadership Buy In
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POC/Demo First
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Implement in Phases
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Don’t start from old Network drive
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Identify Power Users
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Empower Users
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Build simple sites
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Lead by Example
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COMMUNICATE!
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Governance
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Training!
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Q & A
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Thank You! Amarender Peddamalku (MCSE SharePoint)
Enterprise Solutions CapTech Over 10 years of experience in ECM & Enterprise Architecture amarenderpeddamalku.blogspot.com @amarenderp
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