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Nsc 2011 09-21 search 101
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Nsc 2011 09-21 search 101

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Level up your SharePoint search - Search 101

Level up your SharePoint search - Search 101


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  • Blogged a lot morePosted a lot more on MS forumsWriting a book on FS4SP (with two others)Got drafted.Net codingSearch consultingTraining instructor
  • Holistic view to a SharePoint implementationBreaking up into areas
  • You crate your solution, active OOB search and off you go. Everyone is happy.
  • How will you turn saved search time into value? Short term, long term?Quality, savings, happiness?
  • CliffsNotes on SearchOr the movie with directors comments
  • Will try to show you how to get from 100 to 400 with a few tips
  • There is no magic pillYou have to actually do somethingGoogle search is not easily achieved, but that’s whay users are accustomed tosimplespeedrelevance
  • A general notion is not enoughWithout knowing what your users need, you cannot give it to themWithout requirements and involving end users your search will suckBusiness processRankingIf user can’t find it because it’s not indexed you will fail
  • Without effective, clear and concise metadata your search will suckSubtle interplay between metadata and searchFor many organizations its not search that is the problem it’s the lack of metadataDon’t be fooled into thinking that SharePoint is going to understand your business with the default set of metadataAll search is is a way to expose metadata in a way that makes in queryable by users
  • Taxonomies can be expensive to createFind out how users think about their dataAdditional fieldsDepartmentType of document (note, contract, policy) – content type
  • Elicit RequirementsLeverage MetadataKnow and leverage search capabilitiesGovern your searchTrain UsersConstantly Refine and Improve
  • Targeted result pagesCombine UI with Scopes to solve a scenarioYou can get a long way with no programming, unless you consider xslt programming
  • Without training your users your search will suckDon’t assume that because I can type in a word and press enter that I know how to searchIntuitive does mean that people will adopt itUsers have little patience when it comes to search because of their high expectations
  • Solving scenarios justify the business cases
  • Override coreresults.. Very little code
  • Transcript

    • 1. SharePoint Search Planning 101 the Cliffs Notes As told by Mikael Svenson 2011-09-21© 2011 puzzlepart as 1
    • 2. SHAREPOINT MATURITY MODEL V2 Sadalit Van Buren http://pzl.no/nalinQ© 2011 puzzlepart as 2
    • 3. DEFINITIONS© 2011 puzzlepart as 3
    • 4. SEARCH o 100 • OOB – One or two sources o 200 • Custom scopes + ifilters o 300 • Analyze search results, best bets, custom metadata fields are used, more sources o 400 • Leverage content types and custom properties in advanced search. Customized search results, and actionable results o 500 • Users are tagging to improve search, fancy functions© 2011 puzzlepart as 4
    • 5. THIS IS HOW YOU DO IT THE LEVEL 100 WAY o Install SharePoint o Create the SSA o Crawl o You have achieved BLISS!© 2011 puzzlepart as 5
    • 6. THIS IS HOW YOU DO IT THE LEVEL 100 WAY o Install SharePoint o Create the SSA o Crawl o You have achieved BLISS!© 2011 puzzlepart as 6
    • 7. THIS IS HOW THE EXPERTS DO IT THE LEVEL 4-500 WAY o Numerous reports out there • Each information workes searches Z minutes a week • You can save gazillions on implementing search! o We’ll implement the best search you can get • 1,000h project • Reports, analysis and the works o Google like search in the Enterprise at your fingertips! o Search all content from one place – Out of the box!© 2011 puzzlepart as 7
    • 8. THIS IS HOW THE EXPERTS DO IT THE LEVEL 4-500 WAY o Numerous reports out there • Each information workes searches Z minutes a week • You can save gazillions on implementing search! o We’ll implement the best search you can get • 1,000h project • Reports, analysis and the works o Google like search in the Enterprise at your fingertips! o Search all content from one place – Out of the box!© 2011 puzzlepart as 8
    • 9. o Let’s cut through the crap and do it the cheap cheating way! o …or get to the essence© 2011 puzzlepart as 9
    • 10. HOW TO ACT LEVEL400 WHEN YOU REALLY ARE LEVEL 100 OR HOW TO MAKE SEARCH LESS SUCKY!© 2011 puzzlepart as 10
    • 11. HOW DO YOU LEVEL UP? o Unfortunately you cannot call the Chinese to level up your character o You cannot easily tap into the collaborative Google model o Use your SharePoint skills also for search o Use common sense© 2011 puzzlepart as 11
    • 12. WHY DO YOU THINK YOU NEED SEARCH? o Find at least one scenario which is solved by search, and execute on it o Either do all, or just one source o Talk to at least one person about what information access pain they have which is not solved by «payday beer»© 2011 puzzlepart as 12
    • 13. FORGET ABOUT REQUIREMENTS LIKE… o Instant access to… o Faster search o Better search o Google like search o Wildcard search (why?)© 2011 puzzlepart as 13
    • 14. LOVE REQUIREMENTS LIKE… o <Persona> performs<function> to achieve <value> o Ironman has to find skilled members to staff the new Avengers team o Bob the builder needs the latest blueprints for the building he’s about to put up© 2011 puzzlepart as 14
    • 15. HOW META IS YOUR METADATA? o Don’t do metadata? Keep your file server. It’s cheaper. o Oh, you do do metadata; leverage it. This is a sentence This is a laptop This is a word© 2011 puzzlepart as 15
    • 16. HOW META IS YOUR METADATA? o Drop the huge taxonomy, go with what you have and build over time o Tap into the mental navigation model • Even source as a refiner is better than oob • Department, product, project, customer o Same metadata on two sources? Consolidate and you win bigtime!© 2011 puzzlepart as 16
    • 17. IF YOU CONSIDER SEARCH A ONE- OFF, YOU ARE ALREADY ASSIMILATED o Content is not fire and forget o Treat search like your content (see above) o Check zero-hit log, usage (It is really really hard to get back out once assimilated)© 2011 puzzlepart as 17
    • 18. TUNE IT o Configure the UI o Configure sources o Configure properties o Configure ranking o Configure refiners o Configure scopes o Configure best bets o NO CODING REQUIRED!© 2011 puzzlepart as 18
    • 19. HOW TO TURN YOUR OSTRICH FARM* INTO CROWS o Tell them what’s there o Tell them what isn’t o Make intuitive navigational choices • Refiners, tabs, buttons, bells and whistles o How-to videos *Ostrich Farm = Users© 2011 puzzlepart as 19
    • 20. MEASURE YOUR SUCCESS o Unit test your scenarios • Assert.True( scenario – slide 14 )© 2011 puzzlepart as 20
    • 21. MATURITY AND ITERATIONS o Improving search is a cyclic operation which never ends o Dedicate time to follow up and improve o Make someone responsible / system owner • Experience says this is hard, and it should be a process owner, not IT o Engage your users© 2011 puzzlepart as 21
    • 22. AS YOU LEVEL UP YOU WILL o Involve IA o Involve UX o Involve users o Unsuck search o Game your way up there with the PRO’s© 2011 puzzlepart as 22
    • 23. SEARCH EXAMPLE Managed metadata People search on 20 lines of code, huge benefit expertise© 2011 puzzlepart as 23
    • 24. QUESTIONS? W… did he just talk about?© 2011 puzzlepart as 24
    • 25. THANKS TO o Michal Pisarek • Letting me borrow from «Why Your SharePoint Search Sucks» o 4subsea for the sample screen shot© 2011 puzzlepart as 25