Developing a Search & Findability Practice for the Enterprise

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  • 1. Copyright © President & Fellows of Harvard CollegeDeveloping a Search & FindabilityPractice for the EnterpriseRavi MynampatyFindability Program Manager
  • 2. About meA hustler making a living by pretending toknow more about search than he actuallydoes...@ravimynampaty
  • 3. the heck should I listen to Ravi?
  • 4. One search (input) box to rule them all.What Ive been chasing...
  • 5. Whats this talk about?
  • 6. Where did we come from?
  • 7. Where are we going?
  • 8. Religion
  • 9. 10 Principles
  • 10. 5 Tools
  • 11. What the heck isFindability?
  • 12. Search Patterns, Morville & Callender
  • 13. Modified from Search Patterns, Morville & Callender
  • 14. • Much of HBS web content not searchable• Inconsistent location of search input box• Plethora of search tools• Many search dead ends• Out of the box search engineCirca 2005
  • 15. 2006
  • 16. 2006Started with improvements to UI layer on Websites
  • 17. 2007
  • 18. 2007• Started incorporating Intranet and protectedcontent• Used three integration approaches:o Blended Searcho Brokered Queryo Query Resubmit
  • 19. 2007
  • 20. 2008
  • 21. 2008
  • 22. 2008• Have search engine do the heavy liftingo Metadata injection in indexing pipelineo Lightweight external metadata store• Continuation of tactical, iterative approach• Extend refiner option to 2nd-level of refiners
  • 23. 2008
  • 24. 2009
  • 25. 2009Formalized 4 practice areas.
  • 26. 2010
  • 27. 2010Developed Findability Standards
  • 28. 2010InformationManagementServices (IMS)
  • 29. 2011/12
  • 30. 2011/2012Rolled out standards
  • 31. 2011/2012Rolled out standards
  • 32. What have we learned?
  • 33. Religion
  • 34. FundamentalistIncrementalism
  • 35. Principles
  • 36. Principle No. 0Your search engine doesnt matter(so much)Its more about data and linkages between data
  • 37. Principle No. 1Top requirement for a search technology:CONFIGURABILITY
  • 38. Principle No. 2关系guanxi
  • 39. Principle No. 3根回しnemawashi
  • 40. Principle No. 4Reach out to people who agree with you
  • 41. Principle No. 5Things users complain about will change
  • 42. Principle No. 6Be sure to grease the squeaky wheel
  • 43. Principle No. 7Do not fall into the "What if..." death spiral
  • 44. Principle No. 8Sometimes the stars will align just right
  • 45. Principle No. 9Search is sexy
  • 46. 5 Toolszzpza:
  • 47. Tool No. 1:Data Dictionary(courtesy of Erin Wise)• Identify content types (People,Publications, Events, etc.)• Identify data to be captured for eachcontent type based on:o Content structureo Functional requirementso Display standards• Identify data that should becontrolled, and provide controlledvocabularies
  • 48. Tool No. 1: Data DictionaryCapture data consistently to facilitate display, filtering, search.
  • 49. Tool No. 1: Data Dictionary
  • 50. Tool No. 2: Biz Owner Questionnaire1. What is the overall business purpose/objective of this UI?2. What do you know of the current specificbehaviors of users of this UI?3. What do you know of the desired specificbehaviors of users of this UI?
  • 51. Tool No. 3: Findability Audit Template1. Ensure XYZ content is searchable from the XYZ sitePlace a search input box on all WES pages. This search box should ...Current Status: Content already being indexed by the HBS search engine, but…Process: HTML in the page header will need to be edited manually to add search boxPriority: HighRecommended Timeframe: Short-termEstimated Effort: 3-5 days to implementDependencies: Enabling fielded search requires data enhancement
  • 52. Tool No. 4: Baseline Analytics Reports• Reports to Track and Evaluate Search Keywords andQuality of Searcho Search Keywords reporto Queries with No Results, No clicks• Report to Understand from Where Visitors Are Comingo Referrer reporto Referring Pages report• Report to Determine from Where Visitors Begin aSearch: Pages on which Local Search Invoked report• Reports to Determine Where Visitors Go from a SearchResults Page. Report for Click-through from SERP.o Report for Query-Query Reformulation. The series ofkeyword phrases that a user employs during a singlesearch session.
  • 53. Tool No. 5: Clustering search logs
  • 54. 2013
  • 55. 2013(Photo courtesy Paulina Wójciak)
  • 56. 2014• Operationalize search analytics program• Automated loop of analytics feedingtaxonomy and metadata improvements• Implement Information ManagementInfrastructure• Integrate taxonomy/tagging w/search• Role-based relevancy at the group level• APIs
  • 57. 2015• Formal user testing for search• Role-based relevancy at the individual level• Continue federation of available APIs• Rationalize Search UIs...and plenty more to come...
  • 58. Remember...Become a Fundamentalist IncrementalistThank you!