Post on 21-Mar-2017
How to be Successful with Search in Your Organization
Agnes Molnar, Search ExplainedAgnes.Molnar@SearchExplained.com
@SearchExplained
Workshop Resources
https://SearchExplained.com/Vogin-IP-2017
Enterprise Search
Connects people to the information
they need to get their jobs done.
Enterprise Search
Search technology
that your organization owns and controls
Find is the REAL Challenge!
The Search Processes
Crawling IndexingCalculating
Initial Relevance
QueryingPresenting
ResultsCapturing Clicks
Analyzing Suggesting Tuning
Search Processes
Crawling & Indexing
Crawling & Indexing
Query Processing
Search Topology Components
Source: MSDN
Hybrid Search
Search:User – Context – Content
Users:Information needs, audience types, expertise, tasks[Who needs the Information]
Content:Document types, objects, structure, attributes, metadata[How to describe the information]
Context: Business models & goals, corporate culture, resources[How the information is used]
Users
ContextContent
Content AnalysisLocations of content
State and quality of content
Whether it will be migrated
Metadata
Organizing principles that can be reused
IS-ness and ABOUT-ness of content
Ownership of content
Content lifecycles
Relative value of content
USER EXPERIENCE - CUSTOMIZATIONS
Refinement
Result Type & Display Template On Hover Panel
Queries & Query Rules
Manual vs. Auto-Tagging
Manual Tagging
Auto-Tagging
• Entity Extraction
• Pre-defined taxonomy-based tagging/classification
• Machine learning
Result Set (out-of-the-box)
Refinement Panel
Result Set - Documents
Result Set – Food Recipes & Nutritions
Result Set - Tasks
Query Rules
• Query conditions
• Promote Results
• Result Blocks
• Transform Query
Query Rules – Promoting Results
Query Rules – Result Blocks
Query Rules – Changed ranked results
Query Rules – Add content freshness to ranking
Query Rules – Add content freshness to ranking
http://www.techmikael.com/2013/10/adding-freshness-boost-to-sharepoint.html
Search Query Tool
http://sp2013searchtool.codeplex.com/
Search Experiences in Office 365
The Microsoft Graph
The Microsoft Graph
The Microsoft Graph
SearchFind content & expertise faster
with search result relevance
powered by Graph
The Microsoft Graph
DelveSearch for and discover content
and expertise
Content Quality
Accuracy
CompletenessTimeliness
Search Quality Metrics
Number of SearchesNumber of successful
SearchesNumber of Searches with
Zero resultsResults with no click
Most popular Queries Results clicked the mostWho’s performing the
most searches (users/departments/roles)
Correlated searches
Speed / latency Total distinct search termsTotal distinct words Trends and historical
data/charts
What if I cannot find a document?
The document does not exist.
The document does exist - but is not in the search index.
The document does exist, is indexed – but I don’t have permission to read it.
Search Adoption in Practice
Metrics
Get new staff to quickly start using search to explore and find resources.
How many new staff use search in the first 2 months.
# of search sessions/month for the the new staff segment.
Proof of Concept (POC)
Initial requirements & conditions
Limited scope
• Functionality
• User Experience
• Content
• Users
• Etc.
Limited time frame
Project phases
Source: OlaSearch
Who Needs Governance?
Governance
The set of
policies, roles, responsibilities and processes
that guide, direct and control
how an organization’s business divisions and IT teams
cooperateto achieve business goals.
Pillars of Governance
Security
Auditing
Reliability
Usability
Supportability
Roles and Responsibilities Matrix
Role Task Responsibility
Search Manager
Search Analyst
Search back-end engineer
Search front-end engineer
Search relevancy engineer
Responsible
/
Accountable
/
Consulted
/
Informed
Search Governance Plan
Managing scopes of Search
Defining content sources
Defining and managing content types
Defining and managing metadata
Identifying promoted results
Using third-party tools or custom functionality to extend search
Search Analytics
Training end users
THANK YOU!
Agnes Molnar
Agnes.Molnar@SearchExplained.com
https://SearchExplained.com
@SearchExplained
https://SearchExplained.com/Vogin-IP-2017