5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

22
5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search Dave Gordon [email protected] DaveGordon @SurfRay

description

Presented for SharePoint TechFest on May 17, 2012. All rights reserved.

Transcript of 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Page 1: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Dave [email protected]@SurfRay

Page 2: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

5 Questions Every Admin Should Ask Their Users to Improve SharePoint SearchAgenda• Review of SharePoint Search Maturity• Question 1 – Diagnosing Crawler Issues• Question 2 – Providing Useful Search Refiners• Question 3 – Fixing the Site Structure• Question 4 – Creating Useful Synonyms• Question 5 – Making a Useful Advanced Search Page• Q&A

Page 3: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

• Regional Sales Manager for SurfRay• Job revolves around improving the UI

experience • Colleagues and I provide additional knowledge

around search to SharePoint community

About Me

Page 4: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

SharePoint Search Maturity

100Out of box functionality for query, results, and scopes; some additional content sources may be indexed.

200 Custom scopes and iFilters employed to aid the search experience

300Search results are analyzed. Best bets and metadata properties are leveraged to aid the search experience.

400Content types and custom properties are leveraged in Advanced Search. Results customized to specific needs, may be actionable.

500Users understand relationship of tagging to search results. Automated tagging may be used. High volumes can be handled.

http://surfray.com/resources/webcasts/496-sharepoint-maturity.html

Page 5: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Level 500 - Custom Experience

Page 6: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Question 1 – Crawler Issues

Q: What content do you commonly look for that you can’t quickly find through search? Are there similarities? Are they located in similar places, similar document types, or owned by certain departments?

Answers May Reveal:• Content Sources are not set up to be crawled• iFilters are not installed and working properly• Permissions may not be set correctly• Metadata may not be mapped correctly

Page 7: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Email Check

Page 8: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Question 2 – Search Refiners

Q: On bestbuy.com, searching for “tv” will provide many refinement options on left column of the page. You can narrow the large list of TVs by Brand, Price Range, Size, Features, etc. What if you could do the same thing on your SharePoint search center? What categories would you want to refine on?

Answers May Reveal:• Metadata that you should start to collect• Metadata that is not applied to enough content• Search refiners that you should create• If certain search refiners are useful only to specific department

s

Page 9: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Search Refiners

Page 10: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Question 2 – Search Refiners

Custom Refiners

Custom Quick Filters

Page 11: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Site Structure- Taxonomy

Page 12: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Taxonomy- bad example

Page 13: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Question 3 – Site Structure

Q: If you were to split your documents into categories and couldn’t use search terms to find items, what categories would you want? For example, would you split documents into practice types, industries, or geographic regions? Be creative and list any categories that could be generally descriptive to include most of your content.

Answers May Reveal:• How to build taxonomy and split document libraries• Metadata to collect• Search Refiners, fields on the Advanced Search Page, sorting

options, & groupings (Ontolica Specific) to create.

Page 14: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Question 3 – Site Structure

Library Structure

Custom Metadata

Page 15: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Email Check

Page 16: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Question 4 – Synonyms & Best Bets

Q: Are there words you commonly misspell when searching for content? Are there multiple words or acronyms you search for that have the same meaning? Be honest.

Answers May Reveal:• Best Bets to create• Synonyms to establish• Problems with document naming conventions

Page 17: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Synonyms & Best Bets

Page 18: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Question 4 – Synonyms & Best Bets

Normal Best Bet

Visual Best Bet

Page 19: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Question 5 – Advanced Search

Q: Are there times you find yourself forced to use the advanced search page? What are you forced to go to the advanced search page to find?

Answers May Reveal:• Fields to improve on the Advanced Search Page• Advanced search fields to include on the “basic” search page• Scopes to offer to various audiences• Useful Search Refiners• Beneficial Quick Filters (Ontolica Specific)• Useful changes to relevancy ranking models

Page 20: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Question 5 – Advanced Search

Custom Scopes

Custom Quick Filters

Page 21: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Q/A & Contact Details

Josh NobleAuthor: Pro SharePoint 2010 Search

[email protected]@SurfRay

Dave Gordon [email protected] DaveGordon @DavidMGordon1

Page 22: 5 Questions Every Admin Should Ask Their Users to Improve SharePoint Search

Additional Resources

Our SharePoint Search Video Webinars:http://surfray.com/resources/webcasts.html

Mikael Svenson – Tech and Mehttp://techmikael.blogspot.com/

Michal Pisarek – SharePoint Analyst HQhttp://www.sharepointanalysthq.com/

ProSharePointSearch.comhttp://www.prosharepointsearch.com/