Introduction to enterprise search for intranets and websites

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An introduction to Enterprise Search. A two hour course to introduce Enterprise Search by Kristian Norling. This is a class I love to do, so if you have interest in it for on premise/in-house class or at a conference or such, please contact me.

The course covers:
- Problems for enterprise search to solve.
- Web Search
- How we search and find?
- Current state of Enterprise Search, including stats
- Technical concept
- Information quality and metadata
- Feedback cycle
- Five dimensions of Findability

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Introduction to enterprise search for intranets and websites

  1. 1. INTRODUCTION TO ENTERPRISE SEARCH Kristian Norling
  2. 2. Hikingartist
  3. 3. • Problem • Web search • How we search and !nd? • Current state of Enterprise Search + stats • Technical concept • Information quality • Feedback cycle Agenda
  4. 4. •List mrflip
  5. 5. nathansnider
  6. 6. erikref
  7. 7. Finding something when I know what I want and have words to describe it. Four modes of seeking information
  8. 8. Exploring when I only have some idea of what I want and may lack the words to articulate it. Four modes of seeking information
  9. 9. Finding relevant items when I don’t know what I need. Four modes of seeking information
  10. 10. Finding something I have seen before, but can’t remember where. Four modes of seeking information
  11. 11. •Amount of information is growing everyday •What to Search for? •Where to Search? •How to Search? •Search is simple, complex and powerful •Findability Dimensions The State of Enterprise Search
  12. 12. STATS FROM THE “ENTERPRISE SEARCH AND FINDABILITY SURVEY 2013” DOWNLOAD REPORT
  13. 13. HOW CRITICAL IS FINDING THE RIGHT INFORMATION TO BUSINESS GOALS AND SUCCESS?
  14. 14. EUROPE 76.5% IMPERATIVE/SIGNIFICANT
  15. 15. Zoom Zoom
  16. 16. IS IT EASY TO FIND THE RIGHT INFORMATION WITHIN YOUR ORGANISATION TODAY?
  17. 17. EUROPE 77% MODERATELY/VERY HARD
  18. 18. LEVEL OF SATISFACTION?
  19. 19. proimos
  20. 20. EUROPE 18.5% MOSTLY/VERY SATISFIED
  21. 21. WHAT ARE THE OBSTACLES TO FINDING THE RIGHT INFORMATION?
  22. 22. 63.4% POOR SEARCH FUNCTIONALITY 52.1% DON'T KNOW WHERE TO LOOK 51.4% INCONSISTENCY IN HOW WE TAG CONTENT 50.0% LACK OF ADEQUATE TAGS 33.1% DON’T KNOW WHAT TO LOOK FOR Globally
  23. 23. “Enterprise search is the practice of making content from multiple enterprise-type sources, such as databases and intranets, searchable to a de!ned audience.” http://en.wikipedia.org/wiki/Enterprise_search Wikipedia De!nition
  24. 24. In the !eld of information retrieval, precision is the fraction of retrieved documents that are relevant to the search. Precision takes all retrieved documents into account, but it can also be evaluated at a given cut-o" rank, considering only the topmost results returned by the system. This measure is called precision at n or P@n. Source: Wikipedia The Concept of Enterprise Search: Precision
  25. 25. Recall in information retrieval is the fraction of the documents that are relevant to the query that are successfully retrieved. For example for text search on a set of documents recall is the number of correct results divided by the number of results that should have been returned. Source: Wikipedia The Concept of Enterprise Search: Recall
  26. 26. M number of relevant documents N number of retrieved documents R number of retrieved documents that are also relevant Precision and Recall
  27. 27. PageRank
  28. 28. We do not have PageRank... ...but we have social! Social Reconnects Enterprise Search Emails, People Catalogues, Connections, Tagging, Sharing etc. Relevance
  29. 29. The Concept of Enterprise Search
  30. 30. Examples of implementations: - People Search - Product Search - Document Search - Intranet and Website Search - E-commerce - Dashboard / Search as a Service Search based Solutions
  31. 31. • Good Data/Information hygiene • Crap in = Crap out • Metadata is very important! • Taxonomy and Metadata demysti!ed • TetraPak example (video) • SimCorp example • VGR example (video) Information / Content
  32. 32. •List yeraze
  33. 33. svenwerk
  34. 34. HCE (SWEDEN) DEWEY DECIMAL CLASSIFICATION
  35. 35. KristianNorling
  36. 36. Author: Douglas Coupland Title: Hej Nostradamus! Publisher: Norstedts Printed by: Smedjebacken Year: 2003 Printed: 2004 KristianNorling
  37. 37. Metadata Semantic KristianNorling
  38. 38. Example: Ernst & Young • Metadata • Titles • Content Quality • Information Life Cycle Management ESEO: Actionable activities
  39. 39. But, an average Search budget is 100K Euro • TCO • ROI • KPI Search Analytics is key Show me the Money
  40. 40. Important, delivers actionable to-dos quickly •0-results •Top Terms Searched for Video: Search Analytics in Practice Search Analytics
  41. 41. • Feedback form • KPI from Search Analytics • Session time x n:o sessions = Time spent on search x hourly price = Cost per “answer” • Add search re!nements + exit page (=is the right answer) User Satisfaction
  42. 42. Findability by Findwise 1. BUSINESS BUILD SOLUTIONS TO SUPPORT YOUR BUSINESS PROCESSES AND GOALS 2. INFORMATION PREPARE INFORMATION TO MAKE IT FINDABLE 3. USERS BUILD USABLE SOLUTIONS BASED ON USER NEEDS 4. ORGANISATION GOVERN AND IMPROVE YOUR SOLUTION OVER TIME 5. SEARCH TECHNOLOGY
  43. 43. • Analyze how your business goals and strategies can be met by improved information access • Set Findability goals. Examples; increase the revenue on sales, raise productivity, improve knowledge sharing, better collaboration • Specify your requirements • De!ne KPI’s and measure the success of your investments Business
  44. 44. • Clean up and archive or delete outdated/ unrelevant information • Ensure good quality of information by adding structured and suitable metadata • Create and use information models and taxonomies • Tagging? Information
  45. 45. • Get to know your users and their needs • Make sure your solution is easy to use • Perform continuous usability evaluations, like usage tests and expert evaluations • Make sure users !nd what they are looking for • Enable feedback loops for complaints, feedback and praise Users
  46. 46. •List• Resources! • De!ne processes, roles and routines to govern the solution • Perform Search Analytics • Create easy to use administration interfaces • Perform training, technical and editorial • Help publishers get started with processes for better !ndability Organisation
  47. 47. •List• Select a suitable search platform or make the most of your current solution • Design your architecture with search-as-a- service in mind • Utilise the full potential of the selected technology Search Technology
  48. 48. Kristian Norling LinkedIn @kristiannorling www.intrateam.se norling.co KRISTIAN NORLING

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