Post on 24-Apr-2015
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Joel OlesonDirector of Search Strategy
BA InsightCollabshow.com
@joeloleson
Microsoft’s go-to ISV for Enterprise Search
Focused on Search and SharePoint since 2004
About Joel Oleson• Director of Search
Strategy, BA Insight• First SharePoint admin• Top social media
influencer
Who Am I?
Passionate About• Search• SharePoint • Search-based
applications• Community• Travel
Connect@joeloleson
CollabShow.com
TravelingEpic.com
Knowledge Integration Platform
3
Search-Driven Applications
KnowledgeCenter
HelpDesk Intranet Portal
ProductCatalog
KnowledgeIntegrationPlatform
User ExperienceEngine
Content ClassificationEngine
Content ConnectivityEngine
User Experience Engine - drives remarkable user experiences for finding and exploring knowledge or experts via an extensible engine and a library of powerful components
Content Classification Engine - increases findability using auto-tagging, metadata generation, and text analytics
Content Connectivity Engine - provides secure connectivity to a wide variety of content systems, enabling unified views of all knowledge assets
Enterprise search projects often fail because they do not meet users’ expectations and do not deliver a remarkable user experience.
Consumer search experience sets a high bar for search user experience
Killer Apps are Search Apps
Pillars of Search
4 Pillars of Search Strategy• Context• Content• Metadata• UX
Pillars of Search
4 Pillars of Search Strategy
Context
Who Are You?
Does Context Really Matter?
Eric CartmanStudentColorado
Kim KardashianAuthor “Selfie Book”Los Angeles
Gene SimmonsRock StarLos Angeles
Phil RobertsonSmall Biz OwnerLouisiana Bayou
Parody and Photos characters and brands property of South Park studios, Kim’s Selfie, TLC, and A&E Networks
Context Matters in the Business
Users need to find different information depending on their role , location, responsibility and task at hand
Ente
rpris
e co
nten
t
Marketing Sales ProcurementConsulting Research HR / LegalIT SupportProduction
SharePoint Demo: UCDenver - Context
• http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
Pillars of Search
4 Pillars of Search Strategy
Content
Why not just index everything, so I can be like Google.
How much do they actually index?
5.6% 1%1.7%
Size of the Web> 1,000,000,000,000 unique links to pages found Source: Google Blog
Reality for some…
Anatomy of a Search:
Revenue$59.8 Billion Dollars in 2013
Relevancy3000+ Engineers Tuning Relevancy
Internet search has changed expectations for enterprise search
Tagged100,000+ keywords managed + SEO
ContextualDynamically driven results
SharePoint’s Algorithm
Ranking Strategies
Level 1: Authoritative SourcesOfficial Corp, HR Policies, Cafeteria
Holidays, Best Bets, Recommended, etc…Alt Sources: CRM, PeopleSoft, Profiles
Level 3: Work in ProgressSocial & Collab Sources
Team Sites, Social, & Collab, blogsAlt Sources: PFs, eRooms, File Shares,
Level 4: Personal ContentDesktop, My Sites, File Shares, Dropbox
Level 5: Highly ClassifiedSensitive/Do Not Index
Secure Locations… Invoicing, LCA, Financial
Level 2: Published “Polished” WCM, Records, Doc Mgmt, Catalogs
Alt Sources: IIS, Documentum, ICE, KBs
Def
ault
Sear
ch
Rese
arch
Dee
p Se
arch 90% of Searches
>1% of content
5% of Searches10% of content
2% of Searches40% of content
>1% of Searches50% of content
What is an Authoritative Source?
Sponsored Results
They have learned to only index authoritative sources
Pillars of Search
4 Pillars of Search Strategy
Metadata
Classes of Search Users
Technical Expertise
Do
ma
in E
xpe
rtis
e
Highly technical with high domain expertise
High domain expertise but not technical
Not technical and low domain expertise
Low domain expertise but highly technical
Why Enterprise Search Projects Fail…
Rarely able to find relevant data• Research shows minimum of 27 characters is needed for relevancy in the
enterprise• The average search is only 1.2 words
Jakob Nielsen, Prioritizing Web Usability
Successful enterprise search requires users to be precise with an understanding of how to build intricate search queries.
• Default Search sorted by Relevancy• Free Text Queries
• Word or Multiple words (default will AND words)• Phrase (in quotes)
• Boolean (CAPS required)• AND, OR, NOT
• Wildcard Search (Must be on last word)• search fed*• "micro*" finds documents that contain "Microsoft" or
"microchip"
Search User Tips
• Property Search• Author:"William Zuckermann"• Filetype:xls (Filetype:XLS OR Filetype:XLSX)• Filename: "federated search"• Title: "search"• Property Operators :=<>..
• Proximity• Acquisition NEAR debt
• Keyword Query Language (KQL) advanced queries directly in the search box: ("wind farms" OR "solar panels") AND (title:"innovations" OR title:"technologies")
Search Tips Cont.
Refinement vs. Exploration
http://jeffwongdesign.com/2012/05/refinement-vs-exploration/
The New Role of Taxonomy – Noise Reduction
Eliminate Noise from Queries
Pillars of Search
4 Pillars of Search Strategy
UX
usa.denon.com
Mightycampers.co.nz
Marshfieldclinic.org
Millikencarpet.com
• http://www.millikencarpet.com
Recommendations…
Continually analyze, gather feedback and tune your search service and index
• Manage Recommend Results• Create and manage Visual Catalog• Add Promoted Results for Common Queries• Mange Term Store, Managed Metadata• Review Search Reports• Eliminate “Junk” from default search
experience
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Wrap-Up Q&A