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FAST Search-webinar-06-29-2010

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  • Time: 1 minuteNotes:You may know by now that we segment the search market into two class of applications: those that are focused on the customer (or the citizen in the case of Gov’t applications) and customer service or revenue generation, and those that are focused on the employee and business productivity. Poll: How many in the audience are planning to deploy, are in the process of deploying, or have already deployed a customer-facing “Internet Business” search application?How many for “inside the firewall” business productivity applications?How many have both??
  • The way we think about search is we wanted to strongly move the needle for all three roles that interact with search, the end user, IT Pro, and Developer. And we have…For the End User…we’ve gone beyond the search box. From static 10 blue links experience to one where users can find, explore and connect with the information and people in the organization
  • Transcript

    • 1. Technology Showcase – FAST Search
      June 29, 2010
      Creating Innovative Enterprise Search Applications to enable Business Productivity
    • 2. Technology Showcase FAST Search Webinar Schedule
      This Webinar will be presented two times to maximize coverage over time zones worldwide
      Session 1:
      June 29, 2010
      6:00am Pacific Daylight Time9:00am Eastern Daylight Time2:00pm British Summer Time3:00pm Central European Time
      Session 2:
      June 29, 2010
      11:00am Pacific Daylight Time1:00pm Eastern Daylight Time6:00pm British Summer Time7:00pm Central European Time
    • 3. Communities of Practice
      SharePoint IA Group: http://tech.groups.yahoo.com/group/SharePointIACoP/
      Taxonomy Group: http://finance.groups.yahoo.com/group/TaxoCoP
      Search Group: http://tech.groups.yahoo.com/group/SearchCoP
      Upcoming Taxonomy Community of Practice Webinars
      July 7, 2010 Rights Management Taxonomy – A Key to Digital Content Value
      August 4, 2010 Getting Greater Business Value from Taxonomy Projects
    • 4. AIIM Information Organization and Access (IOA) Certificate Program by Earley & Associates
      July 26 - July 29  Chicago, IL         
      Aug 9 - Aug 12 Toronto, Canada       
      Sep 13 - Sep 16 Washington, DC                  
      Sep 20 - Sep 23 San Francisco, CA               
      Oct 4 - Oct 7 Philadelphia,        
      Oct 18 - Oct 21 Houston, TX  
      Course details at www.earley.com/training/aiim-courses
    • 5. Housekeeping
      Calls last approximately 60 minutes
      Questions will be taken at the end of the sessionemail your questions to sachie@earley.com
      During the session send chats with questions to Earley & Associates
      If you have problems with your audio please contact Adam at 1-719-785-5674
    • 6. Speakers & Sponsors
      Nate Treloar
      Principal Search Evangelist, Microsoft
      Toby Conrad
      Senior Consultant, Smartlogic
      Seth Earley
      President/CEO, Earley & Associates, Inc.
    • 7. Earley & Associates Highlights
      Founded 1994
      Focus Areas Holistic approach to specific business contexts and goals for:
      • Retail
      • Manufacturing
      • Public Sector
      • Pharmaceuticals & Life Sciences
      • Media & Entertainment
      Personnel Core team of 25 consultants
      Locations Concord, MA headquarters, consultants in US, UK & Canada, global projects
      Services • Taxonomy & Information Architecture
      • Search Strategy for Enterprise & Web
      • ECM, DAM & Information Lifecycle
      • Program Management & Governance
    • 8. About the Series
      Earley & Associates has been sponsoring call series for the past 5 years on topics around content management, search, taxonomy, information architecture
      The Technology Showcase Series arose from requests by customers to explore tools and technologies that help bridge the gap between strategy and tactics
      Today’s call is sponsored by:
      Smartlogic, our partner in taxonomy management and integration technologies
      Microsoft FAST, provider of search application infrastructure
    • 9. Session Themes
      We need to redefine our understanding and approach to search
      Search is an application and needs to be integrated into the user experience, not just bolted on or considered an afterthought
      Search can be made much more effective by leveraging metadata and taxonomies
    • 10. The Challenge of Search
      Five basics truths about search
    • 11. Search as Utility
      “search as a utility has become deeply ingrained into people's everyday lives.“ – Study by Nielsen/Net Ratings
      “search software, hardware, and support bundle or search appliance has become very popular since being introduced in early 2002" – Goebel Group
      These are misleading concepts.
      Search is used as a utility, but contexts vary so widely that “plugging search in” does not always produce satisfactory results.
    • 12. Search is Heterogeneous
      Data Sources
      Business Intelligence
      Document repositories
      Intranets/web pages
      Customer Relationship Mgt
      Custom databases and applications
      Search/Classification/Taxonomy Integration Framework
      Auto categorization/
      Clustering
      Entity
      Extraction
      Faceted
      Search
      Semantic
      Search
      Appliances
      Federated
      Search
      Search Mechanisms
    • 13. Truth #1:
      We have to change our definition of search.
      Search is no longer just a white box.
      Search is an experience.
      Search is about information access & capabilities.
    • 14. Truth #2:
      Search algorithms are getting better, but they cannot infer human context and intent.
      A search engine doesn’t know if I’m an engineer, an attorney, or a high school student.
      Perspective has an impact on whether a set of search results are useful and appropriate.
    • 15. Truth #3:
      Taxonomy, metadata and information architecture are key aspects of search.
      Search is fundamentally about metadata
      Some content is structured, some isn’t and needs help
      Advanced search functionalities require taxonomy
    • 16. Truth #4:
      Search is increasingly looking like navigation.
      What happens when you click on a link?
      Guided navigation and faceted search are really the same thing.
    • 17. Truth #5:
      Search is messy.
      Knowledge is messy, information is messy.
      People find answers through haphazard and chaotic processes.
    • 18. “…search terms are short, ambiguous and an approximation of the searcher’s real information need…”
      Source: http://research.microsoft.com/~ryenw/papers/WhiteCONTEXT2002.pdf
      Ryen W. White, Joemon M. Jose and Ian Ruthven
    • 19. Nate Treloar, Microsoft The Search Experience
    • 20. Enterprise Search Matters
      Create experiences that combine the magic of software with the power of Internet services across a world of devices
      Search is the key to engaginginformation experiences
      DESKTOP
      ENTERPRISE
      ONLINE
      DEVICES
    • 21. Enterprise Search is Transforming Business
      Connecting people to information, driving better outcomes
      Search helps your customers get what they want
      Search helps your employees get their jobs done
      increasing revenue
      cutting costs
    • 22. …and a common platform
      Solutions for
      Business Productivity
      Solutions for
      Internet Sites
    • 23. SharePoint 2010Next Generation Platform
      Sites
      Connect and empower
      people
      Communities
      Composites
      Cut costs with a common infrastructure
      Content
      Insights
      Rapidly respond to business needs
      Search
    • 24. Today’s Choices Force Compromise
      Out-of-the-Box Products
      High-end Products
      OR
      easy to manage
      highly capable
      but
      but
      limited in capability
      hard to manage, expensive
    • 25. Enterprise Search from Microsoft
      Best of SharePoint
      Best of High-end
      Best of Microsoft
      Our Vision: A New Choice in Search
    • 26. FAST Search for SharePoint User Interface
      Out-of-the-box features and controls
      Deep Refinement
      People Search
      Thumbnails
      Sorting
      Similar Results
      Federation
      Previews
    • 27. FAST Content Enrichment “Pipeline"
      Sequential stages perform specific tasks while ingesting content
      Breaks down content to the smallest addressable chunks to build meaning
      Understands file encoding, data formats, and written languages
      Supports 400+ file formats, 80+ languages
      Process your content to make it searchable
      Normalizes content so that a consistent relevancy model can be applied
      Identifies structured and unstructured metadata in your content
      Maps document metadata to SharePoint Crawled Properties
      A systematic approach to interpreting your content
    • 28. Search Driven Applications
      Meet all the search application needs you have across your business
      Sales:
      360o Customer Insight
      “How do I support theunique search needs of teams and work that impact our business?”
      Analytics:
      Risk Management
      Marketing:
      Competitive Intelligence
      To do so, you need a search platform that has
      • A deep understanding of your information
      • 29. Flexible relevance to meet diverse needs
      • 30. A customizable UX to increase user efficiency
      Research & Development:
      Innovation Portal
      Support:
      Call Center Advisor
      Operations:
      Systems/Logistics Portal
      Legal, HR, IT, Finance, ……
    • 31.
    • 32.
    • 33.
    • 34. Enterprise Search from Microsoft
      www.microsoft.com/enterprisesearch/
      UX
      IT
      DX
      Eliminate compromise
      Do more with search
      Go beyond the search box
    • 35.
    • 36. Building powerful applications using semantic classification
      Toby Conrad
      toby.conrad@smartlogic.com
      +1 773 251 0824
    • 37. Introduction
      Is it useful to know what content you have?
      Will it help me improve search?
      Will it deliver powerful search applications?
      Examples
      Conclusion
    • 38. Knowing what you have
    • 39. What about your content?
    • 40. How do you catalogue your content?
      Subject
      Creation Date
      Modified Date
      Location
      Author
      Project
      Function
      (IT,HR,Finance)
      Format
      (PDF,DOC,XLS)
      Site
      Expert
      Retention
      Expiry
      Protective
      Marker
      Publisher
    • 41. How do I structure it?
      Information
      Subject
      Creation Date
      Modified Date
      Location
      Author
      Project
      Function
      (IT,HR,Finance)
      Format
      (PDF,DOC,XLS)
      Site
      Expert
      Retention
      Expiry
      Protective
      Marker
      Publisher
      Structural
      Process
    • 42. Information Seeking Behaviour
      Subject
      Creation Date
      Modified Date
      Location
      Author
      Project
      Function
      (IT,HR,Finance)
      Format
      (PDF,DOC,XLS)
      Expert
      Protective
      Marker
      Retention/
      Expiry
      Publisher
      Department
    • 43. SharePoint 2010 Search:Metadata Refinement Panel
    • 44. What is the benefit?
      Discovery 
      Precision 
      Recall 
      Confidence 
      Find 
      Re-Use 
    • 45. NASA screenshot
      Explore relationships
      Perfectly formed filters
      organised by facet
    • 46. NASA screenshot
      Topic overviews
    • 47. NASA screenshot
      Concept Mapping
    • 48. NASA screenshot
      Explore broader and
      narrower topics
    • 49. NASA Screenshot
      Hierarchical faceted
      search
    • 50. NHS screenshot
      Summer Health – Live Well
      Over-50s can stay healthy and independent by keeping active and ... - Live Well
      • More results
      Visual content
      navigation
    • 51. NHS screenshot
    • 52. Metadata enrichment process 1
      Americas
      USA
      Earth
      Florida
      Tampa
      North America
    • 53. Automating the process with Semantics
    • 54. Doing it with Fast
      Ontology
      Lifecycle
      Management
      Search and Navigation Enhancement
      Classification and Text Mining
      User Requests
      Corpus
      Portal
      FAST ESP Server
      Search Application Framework
      Sample Interface Code
      Indexing Pipeline
      Document Processor
      Query Pipeline
      Index
    • 55. Doing it with SharePoint
      Ontology
      Lifecycle
      Management
      Search and Navigation Enhancement
      Classification and Text Mining
      Microsoft Office SharePoint Server
      Crawler
      MOSS Search
      Web Application
      Mapped Property
      Search Web Part
      Semaphore Solution (WSP)
      User Requests
      Document Library
      Publishing
      Site
    • 56. ...and as part of the SharePoint load
      Migration Engine
      Open Semantic Platform
    • 57. In summary
      Classifying your content tells you exactly what you have, where to locate it and what to use it for
      It is valuable in managing, re-purposing and finding content – and most of all in supporting key processes
      With text mining, content classification, off-the-shelf integration and UI frameworks it is now easy enough to be main stream
    • 58. Seth Earley, Earley & AssociatesMobilizing a Semantic Classification Project
    • 59. Mobilizing for Semantic Classification
      Define the information management problem you are attempting to solve
      Not enough to say “make the information easier to use”
      Focus on a specific process, user type, audience, context, information source
      For example – Proposal development process for sales organization in North America
      Enroll the appropriate business stakeholders, executive sponsor, content or repository owners
      Quantify business impact of the problem
      plan
    • 60. Mobilizing for Semantic Classification
      Ask where and how taxonomy and information architecture can improve the user experience
      Consider overall site organizing principles as well as search functionality
      Develop both active and passive personalization to surface content to users in the context of their task
      plan
    • 61. Leveraging Taxonomy to Improve Findability
      Faceted Search
      Navigational Search via
      Topic Taxonomy
      Scoped Search
    • 62. Organization & Access
      Site Map
      & Navigation
      Wireframes & Template Design
    • 63. Audience Analysis & IM Lifecycle Automation
      User Roles & Groups
      Personalization Design
      User Scenarios
      Workflow Design
    • 64. Possible Approaches
      Option 1 - Small scale technology proof of concept
      Option 2 – More detailed current state assessment of content, processes and organizing principles
      Option 3 – Full information strategy and architecture development
      Determine the correct overall approach through a Semaphore Planning Engagement
    • 65. Semaphore Planning Engagement
      Review your findability objectives and the overall context in which Semaphore will be deployed (technology, organization, processes, and representative assets)
      Plan and configure a proof of concept that helps you assess the potential of Semaphore
      Demonstrating how it will improve findability
      Evaluating the potential of automated taxonomy creation and tagging given a selection of representative documents or other digital assets
      Document results and identify opportunities and challenges to succeeding with a Semaphore deployment in your organization
      Collaborate to develop a roadmap for meeting your findability objectives
      Planning out technology integration, taxonomy development, knowledge transfer, sustainable governance and other aspects of a successful initiative
    • 66. Answering Key Questions for Initiative Success
      • Is our current taxonomy sufficient to meet our findability objectives?
      If not, where do we need to expand to more facets for search and navigation?
      Do we need to custom craft high-value areas of taxonomy to support our core business operations?
      • Does our taxonomy have the rich synonyms and relationships required to ensure automated tagging?
      If not, will automated tagging do a good job with the metadata present in our unstructured content?
      Can we “extract” semantic metadata using Semaphore’s ability to text mine and generate an ontology?
      plan
    • 67. Answering Key Questions for Initiative Success
      • Do we need to improve our governance model to maintain a deep and broad taxonomy over time?
      Can we leverage our existing governance model for data management or do we need a different approach?
      • What are the skills and resources needed to successfully maintain a Semaphore solution over time?
      How much training will our organization need? Given our environment and culture what is the best way to develop the skills we need?
      How will we leverage semantic classification to further improve findability and reuse in our IT initiatives?
      plan
    • 68. In Summary - Creating Innovative Enterprise Search Applications
      Design the user experience of information access, not simply ‘white box’ search
      Think of search throughout the design of your application, not as an afterthought
      Allow the user to make choices that will “disambiguate” their searches – help them think more precisely
      Carefully evaluate your environment – people, process, content, tools – in order to improve the search experience
    • 69. Questions?
    • 70. Please fill out the survey that should be in your inbox.
      Let us know what topics you are interested in and how we can improve the series.
      Seth Earley
      seth@earley.com
      www.earley.com
      781-820-8080