10 steps to be successful with search
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Search is no longer simply about "Search". While information overload is the reality of our lives, and everyone talks about Big Data and Internet of Things (IoT), findability gets more and more critical. The "old school" Search Center experience is outdated - we need something better, something more, something that is more efficient, more user-friendly and more helpful. Recognizing these challenges is the first step of a long journey. In this session, I'm introducing proven steps toward being successful with Search, as well as common mistakes which you can avoid if you're well prepared.
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10 steps to be successful with search
- 1. 10 Steps to be Successful with Enterprise Search Agnes Molnar, Managing Consultant
- 2. INTRODUCTION Agnes Molnar Agnes.Molnar@ SearchExplained.com 9 years Microsoft MVP Search & Findability Consultant Mentor, Author, Public Speaker Search Explained http://SearchExplained.com @SearchExplained /SearchExplained Search Explained Academy https://Academy. SearchExplained.com Books https://SearchExplained.com /Books
- 3. 1 – The Search Processes Crawling Indexing Calculating Initial Relevance Querying Presenting Results Capturing Clicks Analyzing Suggesting Tuning
- 4. 1 – The Search Processes - People Source: http://searchpatterns.org
- 5. 1 – The Search Processes - Components
- 9. 3 – Search Team – Get Involved!
- 10. 4 - Content Readiness Types of content Main characteristics / properties Categories / classes Value of the content Lifecycle Storage(s) Content creators / contributors Content consumers Scenarios / Use cases
- 11. Refinement Result Type & Display Template On Hover Panel Queries & Query Rules
- 13. 5 – Powerful Queries • The process of looking for results
- 14. 5 – Powerful Queries Searching For… Keyword Example Description General Text Training Search for items containing “Training” Wildcard Train* Search for items like “Training” and “Trainer” Phrase “Training Room” Search for the exact phrase Documents IsDocument Training IsDocument:1 Returns documents containing “Training” FileExtension Training FileExtension:docx Returns Word documents containing “Training” Author Author:Cox IsDocument:1 Returns documents authored by “Cox” Title Title:Training IsDocument:1 Returns documents with “Training” in the title People Lastname Lastname:C Returns all people whose last name starts with “C” Tasks contentClass contentClass:STS_ListItem_Tasks Returns all task items Events contentClass contentClass:STS_ListItem_Events Returns all calendar events
- 15. 5 – Powerful Queries • The most important query operators: 15 Type Operator Boolean AND, OR,NOT Parentheses () Wildcard * Inclusion and exclusion operators + or -, respectively
- 17. 6 – Result Types & Display Templates Site PPT Docx All results are not the same Allows for the visual distinction of results Consists of a condition (Result Type) and a display template
- 18. 6 – Result Types & Display Templates
- 19. DEMO Result Types & Display Templates
- 20. 7 - Promoting Results: Query Rules & Result Blocks
- 21. DEMO Promoting Results: Query Rules & Result Blocks
- 22. 8 – People & Expertise Search
- 23. DEMO People & Expertise Search
- 24. Manager Direct report Works with Emailed to me Viewed by me Shared with me Presented to me Liked by me 9 – Office Graph and Delve
- 25. Manager Direct report Works with Emailed to me Viewed by me Shared with me Presented to me Liked by me 9 – Office Graph and Delve
- 26. Manager Direct report Works with Emailed to me Viewed by me Shared with me Presented to me Liked by me Works with Modified by Jenny Gottfried Trending around Jenny Gottfried Modified by Jenny Gottfried Liked by Jim Geist Emailed to me Emailed to me Works with Modified by Jim Geist Modified by Alan Brewer Commented on Commented on Trending around Nancy Anderson 9 – Office Graph and Delve
- 27. DEMO Delve
- 28. 10 – Security and Privacy • Security: EVERYTHING is security trimmed – Search – Office Graph – Delve • Privacy: PUBLIC and PRIVATE actions
Editor's Notes
- END USER level 200
- More than Technology
- Don’t get scared Complex, challenging but beautiful
- FINDABILITY is what we should be focused on. Search is just a piece of that. We’ve had navigation for a long time (though many of us never got it right). We’ve been focused on search Search is dependent upon accessibility of the content (permissions, technology [format & container & connectors to content]) & information architecture (which again, many of us never got right) The user experience of search has gotten better Some search results take into account user interactions with content (e.g. clicks) but they are accounting for other users’ behaviors related to a search query, not my behaviors or preferences. What’s been missing is the user himself or herself. An understanding of the user—their persona—to help determine what the user might be trying to find or should find.
- DEMO: Search – “college” Navigation https://mhe295699.sharepoint.com/_layouts/15/sharepoint.aspx https://mhe295699.sharepoint.com/sites/Contoso/Administration/admissions/SitePages/Home.aspx Delve - https://mhe295699-my.sharepoint.com/_layouts/15/me.aspx/
- Provide Feedback – formal and informal
- Think of Search & findability when you create/upload content Metadata!!!
- Metadata Everywhere Metadata Inventory: Common metadata (title, author, etc.) Custom metadata for each content type Content audit Stakeholders & Key users Existing metadata and needed metadata Manual Auto-tagging
- Simple syntax but needs practicing Feel free to print out this reference
- Coll* College IsDocument:1 Coll* author:Julian
- https://aghy.sharepoint.com/search/Pages/documents_horizontal.aspx?k=* +V_Documents + People search + Tasks
- https://mhe295699.sharepoint.com/search Query: learn search Query Rules: edit by admin
- People Search Delve Outlook / People
- Log in with two different users & search for the same thing difference in results Alicia & ???
- If Dan delegates his inbox to Agnes, would his email attachments show up in her Delve? [??] Email message with attachment Attachment metadata indexed/in Graph [yes – ‘obvious’] Security of attachment inherited from inbox? Message not indexed/in Graph but appears in the Delve preview [yes - visible] Attachment is not indexed [tested] IRM?? Terminology: Private “signal” -> Private relationship? Node? Is Hybrid Search a dependency for Hybrid Delve?