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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

FAST Search-webinar-06-29-2010 FAST Search-webinar-06-29-2010 Presentation Transcript

  • Technology Showcase – FAST Search
    June 29, 2010
    Creating Innovative Enterprise Search Applications to enable Business Productivity
  • 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
  • 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
  • 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
  • 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
  • Speakers & Sponsors
    Nate Treloar
    Principal Search Evangelist, Microsoft
    Toby Conrad
    Senior Consultant, Smartlogic
    Seth Earley
    President/CEO, Earley & Associates, Inc.
  • 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
  • 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
  • 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
  • The Challenge of Search
    Five basics truths about search
  • 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.
  • 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
  • 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.
  • 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.
  • 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
  • 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.
  • Truth #5:
    Search is messy.
    Knowledge is messy, information is messy.
    People find answers through haphazard and chaotic processes.
  • “…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
  • Nate Treloar, Microsoft The Search Experience
  • 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
  • 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
  • …and a common platform
    Solutions for
    Business Productivity
    Solutions for
    Internet Sites
  • 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
  • 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
  • Enterprise Search from Microsoft
    Best of SharePoint
    Best of High-end
    Best of Microsoft
    Our Vision: A New Choice in Search
  • FAST Search for SharePoint User Interface
    Out-of-the-box features and controls
    Deep Refinement
    People Search
    Thumbnails
    Sorting
    Similar Results
    Federation
    Previews
  • 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
  • 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
    • Flexible relevance to meet diverse needs
    • A customizable UX to increase user efficiency
    Research & Development:
    Innovation Portal
    Support:
    Call Center Advisor
    Operations:
    Systems/Logistics Portal
    Legal, HR, IT, Finance, ……
  • Enterprise Search from Microsoft
    www.microsoft.com/enterprisesearch/
    UX
    IT
    DX
    Eliminate compromise
    Do more with search
    Go beyond the search box
  • Building powerful applications using semantic classification
    Toby Conrad
    toby.conrad@smartlogic.com
    +1 773 251 0824
  • Introduction
    Is it useful to know what content you have?
    Will it help me improve search?
    Will it deliver powerful search applications?
    Examples
    Conclusion
  • Knowing what you have
  • What about your content?
  • 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
  • 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
  • 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
  • SharePoint 2010 Search:Metadata Refinement Panel
  • What is the benefit?
    Discovery 
    Precision 
    Recall 
    Confidence 
    Find 
    Re-Use 
  • NASA screenshot
    Explore relationships
    Perfectly formed filters
    organised by facet
  • NASA screenshot
    Topic overviews
  • NASA screenshot
    Concept Mapping
  • NASA screenshot
    Explore broader and
    narrower topics
  • NASA Screenshot
    Hierarchical faceted
    search
  • NHS screenshot
    Summer Health – Live Well
    Over-50s can stay healthy and independent by keeping active and ... - Live Well
    • More results
    Visual content
    navigation
  • NHS screenshot
  • Metadata enrichment process 1
    Americas
    USA
    Earth
    Florida
    Tampa
    North America
  • Automating the process with Semantics
  • 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
  • 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
  • ...and as part of the SharePoint load
    Migration Engine
    Open Semantic Platform
  • 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
  • Seth Earley, Earley & AssociatesMobilizing a Semantic Classification Project
  • 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
  • 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
  • Leveraging Taxonomy to Improve Findability
    Faceted Search
    Navigational Search via
    Topic Taxonomy
    Scoped Search
  • Organization & Access
    Site Map
    & Navigation
    Wireframes & Template Design
  • Audience Analysis & IM Lifecycle Automation
    User Roles & Groups
    Personalization Design
    User Scenarios
    Workflow Design
  • 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
  • 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
  • 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
  • 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
  • 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
  • Questions?
  • 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