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Aiim Webinar Helen Mitchell  Unified Search Final 7 21 2010
 

Aiim Webinar Helen Mitchell Unified Search Final 7 21 2010

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About the available tools & techniques for leveraging information from cloud-borne, social & internal applications to aggregate ideas, impact thinking, & drive business decisions.

About the available tools & techniques for leveraging information from cloud-borne, social & internal applications to aggregate ideas, impact thinking, & drive business decisions.

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    Aiim Webinar Helen Mitchell  Unified Search Final 7 21 2010 Aiim Webinar Helen Mitchell Unified Search Final 7 21 2010 Presentation Transcript

    • The “Search” for a Unified View of Private and Public Information.In association with:
    • Agenda 1. Definitions 2. Content Findability 3. Search Technologies & Examples 4. Challenges & Benefits 5. Search Trends 6. Best Practices 7. Keys to Success 8. Technologies to Watch 9. Questions & AnswersIn association with: Presented by: Helen L. Mitchell
    • What is Cloud Computing? •Using the internet to access technology-enabled services which must be massively scalable‘. Ex. Each time I log into Facebook, or search for flights online, I am taking advantage of cloud computing.― •Using a 3rd party service to perform computing needs on a publicly accessible Internet (cloud) basis. •Incorporates SaaS, Web 2.0 and other well-known technology trends. •Common theme is reliance on the Internet for satisfying the computing needs of the users...In association with: Presented by: Helen L. Mitchell
    • Terms • Reliable and complete retrieval of content based on user need, i.e. everything relevant is recalled (recall) while simultaneously returning only that content Findability relevant to the user‟s focus (precision), thus eliminating the review of irrelevant content by the user. 1 • Systems…within an organization…seeking information held internally…in a Enterprise variety of formats and locations, including databases, document management systems, and other repositories.2 Search (ES) • Content is pre-indexed, simultaneously searched, and displayed to authorized users. • The process of performing a simultaneous real-time search of multiple diverse Federated and distributed sources from a single search page, with the federated search engine acting as intermediary.3 Search (FS) • The set of web-sites and their documents that cannot be accessed via crawler-type search engines such as Google. Deep web content typically lives inside of Deep Web databases, and is accessed through search forms. 4 It is also referred to as the Hidden or Invisible Web. • SW written to access a content source that must know the URL of the source, how Connector to send search commands, its search syntax, & how to process the search results returned from a source. 5 1. Definition by AIIM Market IQ 2. Definition by CMS Watch 3. A Federated Search Primer – Part II 4. Deep Web TechnologiesIn association with: Presented by: Helen L. Mitchell
    • Social Computing – Web 2.0 Era (Source: “Leveraging Web 2.0 in Government” - E-Government Technology Series, IBM Center for the Business of Government, by Ai-Mei Chang and P. K. Kannan)In association with: Presented by: Helen L. Mitchell
    • What is a Unified View? Centralized &Integrated View Subscription of Content DBs Publications Portals Sources IT Apps, Audio, Video Data Whse Network CMS, DMS Shares Social Databases Media, Unified Wikis, Blogs Search Internet Cloud Intranet In association with: Presented by: Helen L. Mitchell
    • Why Consider Enterprise Search?  Provide an integrated query solution with a simplified UI across disparate content (DBs, File Shares, eMail, Web, Social Media…)  Improve access, ‘findability’ & analysis of relevant content  Integrate search across applications based on business needs  Facilitate research, alerts, marketing products & services & ideas  Integrate established nomenclature & data standards  Add capabilities to further Mission/Vision  Taxonomies, Categorization, Collaboration & BI Tools  Limit access based on network securityIn association with: Presented by: Helen L. Mitchell
    • Findability Issues  AIIM Market IQ Research on Findability (of 528 end users):  50% believe Findability in their organization is ―Worse to Much Worse‖ than their consumer-facing web sites  49% have no formal goal for Enterprise Findability within their organizations  49% ―Agreed or Strongly Agreed‖ that finding the information to do their job is difficult and time consuming  69% believe less than 50% of their organizations information is searchable online  36% reference five or more systems in any given weekIn association with: Presented by: Helen L. Mitchell Source: AIIM Market Intelligence, 2008
    • Managing Information Overload  Technologies to consider to analyze & manage information:  Enterprise Search  Federated Search  Vertical Search  Expert Search  Social Media – Collaboration & Transparency  Geo-spacial search  Mashups  Sentiment Analysis  Taxonomy Management  Context Summaries  Aggregated Search  Business Intelligence NOTE: Presentation of Results and Relevancy Ranking is CriticalIn association with: Presented by: Helen L. Mitchell
    • Typical Silo Approach Search Courtesy of MuseGlobal, Inc.In association with: Presented by: Helen L. Mitchell
    • Aggregation Examples  Aggregate search results from multiple search engines by running a single query: JoongelIn association with: Presented by: Helen L. Mitchell
    • Portal Aggregation Example For Portal Devices Courtesy of IBM WebsphereIn association with: Presented by: Helen L. Mitchell
    • Federated „Master Index‟ Search  Index content from multiple data sources into a single master search index  Queries & results come from that one master index  Many Enterprise Search products integrate Federated Search via ‗connectors‘ to accomplish this (ex., FAST, Autonomy, Endeca) Source: New Idea Engineering, Inc.In association with: Presented by: Helen L. Mitchell
    • Federated „Data Silos‟ Search ‗Search federator‘ process queries of each data source silo Transforms the users search terms to match each content sources requirements Submits the query to each of the sources simultaneously Merges each source‘s results together - a single look and feel Maintains no indices of its own, relies upon the capabilities of all the linked systemsIn association with: Presented by: Source: New Idea Engineering, Inc. Helen L. Mitchell
    • Federated Search Example (uses Deep Web Technologies)In association with: Presented by: Helen L. Mitchell
    • Federated Search Example Courtesy of MuseGlobal, Inc.In association with: Presented by: Helen L. Mitchell
    • Surface vs. Deep Web Search Popular search engines (Google, Yahoo…) ―crawl‖ surface web FS can drill down to the deep web where specialized content (i.e., scientific and technical databases) reside Deep Web FS Examples: www.completeplanet.com - 70,000+ searchable DBs & specialty search engines www.science.gov- federates U.S. federal agency science information http://imlsdcc.grainger.uiuc.edu/ - Institute of Museum & Library Services (IMLS) - Digital Collections & Content w/descriptions of digital resources developed by IMLS Source: Juanico-Environmental Consultants, Ltd. granteesIn association with: Presented by: Helen L. Mitchell
    • Vertical Search Engine  Searches for a particular niche i.e., a specific industry, topic, type of content (e.g., scientific research, travel, movies, images, blogs)  Example: www.vetseek.info - is a search engine focusing on veterinary science and related topicsIn association with: Presented by: Helen L. Mitchell
    • Vertical Search Example (uses FAST ESP )In association with: Presented by: Helen L. Mitchell
    • Generate Summaries Example Context Organizer instantly generates summaries of web pages, documents, search results and OutlookIn association with: Presented by: Helen L. Mitchell
    • Improve Relevancy  Develop a consistent structure to more effectively manage & utilize content assets to improve business processes  Use a Taxonomy Management Tool to increase Precision & Recall  Enhances Personalization of Results  Ex. Concept Searching‘s Concept Classifier Taxonomy Management ToolIn association with: Presented by: Helen L. Mitchell
    • Barriers to Change  Legal/Policy – implications publishing drafts, informal conversations, FOIA, governance framework, free tool offers  Leadership/Champions - funding, reinforcement, behavior support, recurring engagement w/audiences  Resources – shortage of Subject Matter Experts (SMEs)  Culture – punishes risk-takers, innovators not rewarded  Divergent Roles - don‘t recognize need for Subject Matter Experts  Multiple Missions – silos, legacy systems  Operational Diversity – lack infrastructure standards  Changing Technology – inflexible complex systems  Adapt to Change Limited – no strategy plan, visionIn association with: Presented by: Helen L. Mitchell
    • Challenges Lack of data standardization  Each source has a unique access method & needs translation  Metadata mapping between search engine and underlying systems Access methods to sources may change  Requires an interface rewrite or modification Rules for error handling  Ex. Query term not available—exclude the query, the repository, or proceed without the term?  Ex. Timeouts or connection problem Complex searches usually not available  Fielded searchesIn association with: Presented by: Helen L. Mitchell
    • FDA Case Study Success (Federated „Master Index‟ Search System) ACTIONS RESULT Started small with high ‘pain Increased productivity & popularity points’ Modified business Standardized nomenclature increased processes* efficiencies Users across organization Produced more timely and QUALITY could find content in silos work products Indexed structured & Grew from 1 repository of 500 unstructured content documents to 50 repositories with repositories with document 30+ million documents & data. Users level security access based on ‘need to know’. Introduced standardized Decreased development time and search web services into costs, increased management & user applications acceptance, integrated in more applications Increased user awareness Used more & content added. Search through training, newsletters requirements gathered at BEGINNING and meetings of project development.In association with: Presented by: Helen L. Mitchell
    • Gov 2.0 Search Trends Integrate Enterprise Search (ES) w/ECM & KM  Promote Collaboration  Personalize Search for ‗Communities of Practice‘  High Precision & Recall Integrate ES & IT Applications via web services Integrate Information Discovery & Collaboration Tools Provide Trend Analyses Build Federated Search w/3rd Party Social Media products Integrate Knowledge, Resource DBs, & People to Forecast StaffingIn association with: Presented by: Helen L. Mitchell
    • Felon Search – SharePoint WebpartsIn association with: Presented by: Helen L. Mitchell
    • Best Practices Strategically rethink how to deliver your mission, start small and just DO IT! Recruit and train talented N-Geners Use Search Technologies on internal and/or external sites, cloud, social media Develop Governance: Overhaul Organization Websites, Integration Policies, UI, etc. if needed Leverage lessons learned to reduce project cycles, increase trust and empower communitiesIn association with: Presented by: Helen L. Mitchell
    • Keys to Success  Educate the organization  Initiate a pilot project  Train & Engage Decision Makers & Stakeholders  Evaluate existing enterprise technologies compatibility with Aggregation strategy  Create policies that maximize the benefits of adopting Strategy Plan  Embrace a culture of collaboration by continually evolving how interaction happens with internal and external stakeholders  Measure results by establishing key performance indicatorsIn association with: Presented by: Helen L. Mitchell
    • Top Technologies to Watch  According to Gartner the 2010 technologies are: 1. Cloud Computing 2. Advanced Analytics 3. Client Computing 4. Reshaping the Data Center 5. Social Computing 6. Security 7. Flash Memory 8. Virtualization for availability 9. Green IT 10. Mobile ApplicationsIn association with: Presented by: Helen L. Mitchell
    • Contact Info THANK YOU! Helen L. Mitchell, Principal Team Technology Inc. 819 7th St., N.W., Suite 300 Washington, D.C. 20001 (202) 842-3340 (office) (202) 842-3361 (fax) (202) 422-6770 (mobile) hmitchell@teamtechnologyinc.com SBE & SBA 8(a) HUBZone, MBE: VA & MD; LDSBEIn association with: Presented by: Helen L. Mitchell