Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved.
SharePoint Search in the
Enterprise, Strateg...
Overview I
• Introduction, bio, company, capabilities, topic, objectives
• The client, priorities, specific goals, search ...
Overview II
• Metadata strategy, infrastructure
• New search paradigm
• SP2013 search capabilities
2013-07-18 Copyright © ...
Biographical
• Information architecture
• information architect
• design and strategy
• Semantic Web evangelist
• metadata...
The company I keep
• An information management consulting company
• Consulting services
• Taxonomy & Metadata
• Search
• M...
Earley & Associates capabilities
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. ...
Session Topic
• Focus is developing a search strategy in which the enterprise adopts
the new search paradigm — search beco...
Session Topic
• Enterprise search has evolved to a new level of importance and effectiveness.
Today, the search as an appl...
Session Objectives
• Learn key lessons in developing an enterprise search strategy and
roadmap
• This is about change mana...
The client
• Mega U.S. financial institution
• Regulated
• Largely U.S. but some international scope
• Well established, s...
The client’s priorities I
• Major investment and priority in trinity of mobility, collaboration and
enriched communication...
The client’s priorities II
• Regulated financial organization, internal audit controls, retention for
compliance
• Large a...
The client’s priorities III
• 1M+ files in several thousand active SP sites
• SP growing exponentially … doubling annually...
Smorgasbord of specific goals
• Better basic or infrastructure search
• Reduce search user dissatisfaction
• Increase use ...
The pitch
• Taxonomy, metadata and information architecture are key aspects of
search
• Search is fundamentally about meta...
The project
• Develop an enterprise search strategy and roadmap
• Educate in SAA and SBAs
• Deliver in 3 months
• Provide ...
The Earley formula for enterprise search
• Understand business initiatives and user needs
• Analyze content, systems, taxo...
Strategy and roadmap deliverables
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved....
Project activities
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 19
12 intervie...
Maturity model / gap analysis
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 20
...
Workstreams
Content Modeling –
• Content Type Definitions
• Metadata Schema Design
• Managed Metadata Service Design
• Tax...
Chaotic Processes Controlled Processes
Problem solving
Collaboration
Accessing information
Answering questions
Knowledge C...
The enterprise search engine guys
• Dedicated search platform and team
• Don’t see much value in structured content — not ...
The search users
• The Google experience of search
• Training vs. education
• Big dose vs. incremental, on-demand, self-se...
Popular ways to screw up search
• Degrade performance
• Don’t integrate results from multiple sources – let the user sort ...
The strategy in four part harmony
• Search Center of Excellence
• Centralized enterprise content and search services and
r...
The strategy in four part harmony continued
• Accelerate SharePoint transition and search usage
• Education (vs training)
...
Long term recommendations
– SCoE
• Elevate search to an enterprise program – make search an
enterprise priority
• Establis...
Long term recommendations
– taxonomy infrastructure
• Creation, use and maintenance of taxonomies, controlled
vocabularies...
Long term recommendations
– Search engine configuration and tuning
• Text enhancements (keywords, synonyms, replacements)
...
Long term recommendations
– Accelerate SharePoint
• Reinforce decision to promote new unstructured business generated
cont...
Long term recommendations
– Education
• Educate authors and users
• Help authors make good choices and understand the resu...
Long term recommendations
– Catalog sources
• Restructure way businesses view the content available
• Catalog the content ...
Long term recommendations
– Modeling
• Develop an enterprise content model
• An important part of both content management ...
Enterprise search strategy framework
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserv...
Conclusions
• Recommendations utilize the organization’s existing set of
resources, initiatives and governance relating to...
The transition
• This is a breakthrough, not evolution
• Paradigm change is different kind of change, understanding
insuff...
Key strategy issue
• Continued priority on search platform delays transition in search
thinking
• Search engine tuning (cu...
SP2013 based approach
• Goal is to complete the basic learning and strategy process by
hands on experience with SBA in SP2...
Result
• Even though development of SP2013 search apps one of key
recommendations, implications not realized
• SP2013 migr...
Thanks for attending this presentation
Robin Macrae
Information Architect
robin.macrae@earley.com
@Robin_Macrae
slideshare...
Bonus slides
• a selection of largely self-explanatory SP2013 search slides
2013-07-18 Copyright © 2013 Robin Macrae, Earl...
Key search related SP2010 capabilities
• Filters, views and navigation
• Leverage custom metadata in searching
• Autotaggi...
Search improvements in SP2013
• Perhaps most important change in SP2013
• From a WCM pespective:
• Search and Term Store a...
Content Search Web Part (CSWP)
• Replaces and is much more expansive than much used but not so user-
friendly Content Quer...
Content Search Web Part (CSWP)
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. sl...
Content Search Web Part vs Content Query Web
Part
CSwp Scope
• Web part that displays results
from a search query, limited...
CSwp vs CQwp
Content In Results
• Can search beyond a site
collection to a web app or even
the farm. Is unable to display
...
Which web part to use?
• Each has its place in SharePoint 2013
• Depends on:
• what you are trying to accomplish
• how up-...
Improvements in SP2013
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 50
SharePoint 2013’s Display Templates
• Each element controlled by a display template or microformat:
Result Types + Display...
Improvements in SP2013
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 52
Credit:...
Improvements in SP2013
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 53
Credit:...
New search scope
2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 54
Credit: Rob D...
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SharePoint Search in the Enterprise, Strategy and the New Search Paradigm

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In this presentation, Robin will draw upon a recent enterprise search strategy and roadmap project for a large U.S. financial institution. It's focus is developing a search strategy in which the enterprise adopts the new search paradigm, variously termed search as an app or search driven apps, and search becomes an integral component of the enterprise's approach to content and collaboration. Accordingly, he emphasizes business more than technical considerations and issues.

The first issue addressed is why search has risen to a new and central role in enterprise IT strategy. Next, he will outline the considerations in changing from an enterprise search platform to SharePoint 2013. Finally, he reviews the several models used in evaluating the maturity, requirements and direction for enterprise content.

Time permitting, the presentation will review some of the key elements of the new search paradigm and the noteworthy SP2013 search capabilities that deliver those elements.

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  • So what is a CQWP? It is a web part that displays aggregate list content (data from multiple lists) from within a single site collection, and it can be extended programmatically to display custom fields, filter by content types and metadata, and even target specific audiences.
  • SharePoint Search in the Enterprise, Strategy and the New Search Paradigm

    1. 1. Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. SharePoint Search in the Enterprise, Strategy and the New Search Paradigm Robin Macrae Earley & Associates SharePoint Saturday Toronto 2013-07-20
    2. 2. Overview I • Introduction, bio, company, capabilities, topic, objectives • The client, priorities, specific goals, search guys, users • The pitch, project, Earley formula, deliverables, activities • Gap analysis, content in context, content continuum (models) • Strategy, recommendations (SCoE, infrastructure, education, SP transition + catalog, modeling), framework, conclusions • Transition, new roles, customization, tuning, search skill, feedback, discovery, BIA/SBA/UIA 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 2
    3. 3. Overview II • Metadata strategy, infrastructure • New search paradigm • SP2013 search capabilities 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 3
    4. 4. Biographical • Information architecture • information architect • design and strategy • Semantic Web evangelist • metadata lover • Professional • trusted advisor • multi-discipline • work methodology (dog food) • Experienced • expert in expertise • wide range of enterprise clients 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 4 robin.macrae@earley.com @Robin_Macrae 416-255-7450
    5. 5. The company I keep • An information management consulting company • Consulting services • Taxonomy & Metadata • Search • Microsoft SharePoint • Content Management • Digital Asset Management • Usability • Visit earley.com and follow @sethearley 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 5
    6. 6. Earley & Associates capabilities 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 6 Program Management Business Analysis / User Research Technology Selection Implementation Support Socialization & Training Governance Strategy Success Metrics Enterprise Search, Collaboration & Portals Digital Asset Management Workflow Management Security & Privacy Management Rights Management Records Management Website Navigation, Search & SEO Content Management Taxonomy & Usability Driven Solutions
    7. 7. Session Topic • Focus is developing a search strategy in which the enterprise adopts the new search paradigm — search becomes an integral component of the enterprise's approach to content and collaboration • Enterprise search strategy and roadmap are keys to planning the search capabilities and experiences for success • Why search has risen to a new and central role in enterprise IT strategy • Outline the considerations in changing from an enterprise search platform to SharePoint 2013 • Review the several models used in evaluating the maturity, requirements and direction for enterprise content • Review some of the key elements of the new search paradigm and • Review the noteworthy SP2013 search capabilities that deliver those elements 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 7
    8. 8. Session Topic • Enterprise search has evolved to a new level of importance and effectiveness. Today, the search as an application paradigm is being incorporated into enterprise search strategies. SharePoint 2013 brings important new capabilities. This is in response to rampant user dissatisfaction with search reaching unacceptable levels. Strategies must change if business performance and user productivity are to be improved. The choices are complex and interconnected. Which should be your priorities? Taxonomies? Text and content analytics? Social? Improved crawling? • In this presentation, an enterprise search strategy and roadmap project in a large financial services organization will provide insight into understanding the new paradigm of search-based applications as well as the use of taxonomies to improve search performance, connecting users to expertise and knowledge, delivering personalized digital content to multiple channels and devices, analyzing and measuring search effectiveness and applying search optimization techniques. In addition, the UI design and usability considerations appropriate to moving search from one of the worst workload satisfaction ratings to one of the best. 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 8
    9. 9. Session Objectives • Learn key lessons in developing an enterprise search strategy and roadmap • This is about change management • SP2013 search heralds a new approach to search • The key new capabilities of search • Search as a semantic application • It’s not about how to configure search or develop search applications in SP 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 9
    10. 10. The client • Mega U.S. financial institution • Regulated • Largely U.S. but some international scope • Well established, stable, secure = conservative • Content varies from low value and ephemeral to time sensitive, critical and professional quality • Usual business unit tribes and departmental organization with typical information silos and NIH attitude 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 10
    11. 11. The client’s priorities I • Major investment and priority in trinity of mobility, collaboration and enriched communication • New ways of working and interacting being developed • New platforms and information sources – blogs, wikis and collaborative workspaces, team virtual meetings • Sharing knowledge balanced against privacy and security 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 11
    12. 12. The client’s priorities II • Regulated financial organization, internal audit controls, retention for compliance • Large amounts of unstructured content • Millions of email messages • 100,000+ e-meetings in 2010 • Thousands of SharePoint sites • Quantity doubling annually • Governance to monitor and manage content • Well developed in-house software development, usability, requirements capabilities 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 12
    13. 13. The client’s priorities III • 1M+ files in several thousand active SP sites • SP growing exponentially … doubling annually • 10,000+ pages on HR portal, a search app • 200,000 external and 2M internal documents indexed by search platform • HR classifies 70% of organization as knowledge workers • Knowledge workers heavy users of internally generated content for decision making and client delivery service 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 13
    14. 14. Smorgasbord of specific goals • Better basic or infrastructure search • Reduce search user dissatisfaction • Increase use of search to reduce reinventing wheel • Learn how to identify and implement SBA • Device independence • Content integration • Unified search • Integration of social software 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 14
    15. 15. The pitch • Taxonomy, metadata and information architecture are key aspects of search • Search is fundamentally about metadata • Some content is structured, some isn’t and needs help • Advanced search functionalities require taxonomy • Search is increasingly looking like navigation • What happens when you click on a link? • Guided navigation & faceted search are really the same thing • Search is messy • Knowledge is messy, information is messy. • People find answers through haphazard and chaotic processes 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 15
    16. 16. The project • Develop an enterprise search strategy and roadmap • Educate in SAA and SBAs • Deliver in 3 months • Provide detailed descriptions of activities to implement 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 16
    17. 17. The Earley formula for enterprise search • Understand business initiatives and user needs • Analyze content, systems, taxonomy and UI • Perform heuristic search assessment • Build a strategic vision and perform gap analysis • Formulate search solution recommendations • Present long term roadmap and ―quick wins‖ plan 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 17
    18. 18. Strategy and roadmap deliverables 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 18
    19. 19. Project activities 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 19 12 interview sessions w/45 business & IT crew focus Technology on search platform, SharePoint, Documentum, etc. 6 audiences targeted for search 20+ working sessions conducted 3 Executive readouts Assessment Recommendations Roadmap Strategy
    20. 20. Maturity model / gap analysis 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 20 20 © Robin Macrae All Rights Reserved
    21. 21. Workstreams Content Modeling – • Content Type Definitions • Metadata Schema Design • Managed Metadata Service Design • Taxonomy Framework and Development Process and Integration – • Workflow Design • Automated vs. Manual Process Analysis • Online vs. Offline Functional Capability • Data Integration and Synchronization Search Architecture Design – • Ontology Development • Site Collection Architecture • Site Maps and Logical Content Organization • Search Experience Design Search Based Applications – • Navigation • Wireframes • User Interface Design Audience & Content Analysis – • Content Audits and Inventories • Personas, User and Group Matrices • User Scenarios and Use Cases Content Authoring & Publishing – • Content Creation and Curation • Information Lifecycle Management Design • Publication Process Modeling Audience Analysis Content Analysis Content Authoring & Publishing Processes Content Types, Metadata Schemas & Taxonomy Design Workflow & System Integration Search Architecture Design Search Based Applications (Content in Context) Designing for content in context
    22. 22. Chaotic Processes Controlled Processes Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse Enterprise Knowledge Management Spans Structured and Unstructured Processes Less Structure More Structure CLASSofTOOL Blogs Records Management Document Management Process ManagementWikis Collaborative Spaces Instant Messaging Email Management Web Content Management Learning Management Digital Asset Management My Sites Centralized PublishingSharePoint Span of Control The content continuum
    23. 23. The enterprise search engine guys • Dedicated search platform and team • Don’t see much value in structured content — not our job • But it is in search as an application and search-driven apps • Paradigm shift — Search-As-An-Application and • It’s a discipline, a way of thinking • Must be practiced or applied to be understood — 10,000 hours — use it to understand it (dog food) • High priests when village doctors needed 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 23
    24. 24. The search users • The Google experience of search • Training vs. education • Big dose vs. incremental, on-demand, self-service • Eating your own dog food • Curatorial, iterative development process • Need to mix vocabularies • general vs. niche • old vs. new • organizational units, department 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 24
    25. 25. Popular ways to screw up search • Degrade performance • Don’t integrate results from multiple sources – let the user sort it out (silos) • Ignore UI principles in page design – its only search • Ignore consumer search – the gold standard is Google 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 25 Innovations in his enterprise • Don’t let anyone know search is the black sheep of the family • Treat user dissatisfaction as a lack of user effort or a failure in design • Treat content as something alien and incomprehensible
    26. 26. The strategy in four part harmony • Search Center of Excellence • Centralized enterprise content and search services and resources for planning, coordination, organization, education and user feedback • Search as an application • Requirements, testing, release management • Resources and funding to support the initiative • Taxonomy • Creation, use and maintenance of taxonomies, controlled vocabularies, categories, user ratings, folksonomies and other enterprise metadata • Search engine configuration and tuning • Text enhancements (keywords, synonyms, replacements), relevancy tuning, schemas (use cases), catalog sources and configurations, etc. 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 26
    27. 27. The strategy in four part harmony continued • Accelerate SharePoint transition and search usage • Education (vs training) • Catalog sources • Modelling 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 27
    28. 28. Long term recommendations – SCoE • Elevate search to an enterprise program – make search an enterprise priority • Establish a Search Center of Excellence program • Use Search Center of Excellence to drive adoption of search as an application • Resources and funding to support the initiative • Requirements, testing, release management • Make testing a integral part of both basic search and search application development for IDOL, SharePoint and all search applications • Address both basic search and search application requirements • Provide appropriate resources, responsibilities and roles • Provide a central organizing and coordinating vehicle to implement strategy and drive search improvements 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 28
    29. 29. Long term recommendations – taxonomy infrastructure • Creation, use and maintenance of taxonomies, controlled vocabularies, categories, user ratings, folksonomies and other enterprise metadata • Build an enterprise metadata / taxonomy infrastructure • Essential component of sharing, finding and reuse of content in the enterprise • Taxonomy infrastructure will enable essential search enhancements driven equally by business units and IT 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 29
    30. 30. Long term recommendations – Search engine configuration and tuning • Text enhancements (keywords, synonyms, replacements) • Relevancy tuning • Schemas (use cases) • Catalog sources and configurations, etc. • SEO (organic) • media (video) distribution 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 30
    31. 31. Long term recommendations – Accelerate SharePoint • Reinforce decision to promote new unstructured business generated content in SharePoint • Utilize Search Centre and Term Store in SP2010 • Accelerate upgrading to SP2013 • Increase utilization of SharePoint search in both • Give SharePoint’s search capabilities a higher priority given the transition to SharePoint and the 2013 search improvements 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 31
    32. 32. Long term recommendations – Education • Educate authors and users • Help authors make good choices and understand the results • Promote new search capabilities • Restructure the way businesses view the content available. Catalog the content sources indexed by IDOL. Socialize the breadth of search’s capabilities. • Accelerate upgrading to SharePoint 2013 and increase utilization of SharePoint search. Give SharePoint’s search capabilities a higher priority given the transition to SharePoint and the 2013 search improvements. 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 32
    33. 33. Long term recommendations – Catalog sources • Restructure way businesses view the content available • Catalog the content sources indexed by enterprise search platform • Socialize the breadth of search’s capabilities • Accelerate upgrading to SharePoint 2013 and increase utilization of SharePoint search. Give SharePoint’s search capabilities a higher priority given the transition to SharePoint and the 2013 search improvements. 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 33
    34. 34. Long term recommendations – Modeling • Develop an enterprise content model • An important part of both content management and enterprise search • Wide variety in the value of content and its durability or permanence should be reflected in the ―care and feeding of that content‖ 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 34
    35. 35. Enterprise search strategy framework 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 35 Search Center of Excellence Governance | Metrics | Content Curation | UX | Training | Communications Foundational Search Elements Technology | Metadata & Taxonomy | Content Management | UX & IA Search Application Categories Discovery-Based Ad hoc search, lookup by employees, teams HR portal, Work Sites Network-Based Personal, professional people connections MySites, Communities Knowledge-Based Authoritative content Client sites, Communities of Practice
    36. 36. Conclusions • Recommendations utilize the organization’s existing set of resources, initiatives and governance relating to search • Recommendations address multiplicity of content sources and user experiences in search – a primary source of user dissatisfaction • SharePoint 2013 upgrade provides excellent set of search capabilities that is consistent with decide to transition to SharePoint 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 36
    37. 37. The transition • This is a breakthrough, not evolution • Paradigm change is different kind of change, understanding insufficient • Training doesn’t work but skills need upgrading • You have competition from consumer search experience and expectations -- ignore at your peril 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 37
    38. 38. Key strategy issue • Continued priority on search platform delays transition in search thinking • Search engine tuning (customization) unavoidable in short run but inefficient (the old way) • SP2013 migration not yet evaluated much less scheduled • application development out of scope • shift from search technicians to business site admins and content creator professionals imperiled 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 38
    39. 39. SP2013 based approach • Goal is to complete the basic learning and strategy process by hands on experience with SBA in SP2013 • Go to one of half a dozen client groups within target division • Propose simple SP2013 search-based techniques to solve a few narrow business needs/problems • Pick groups with content heavy SP sites that are easy to migrate • Develop with users in SP2013 development VMs • Make templates a priority (reuse) • Prove both ease of migration and use of web part search capabilities 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 39
    40. 40. Result • Even though development of SP2013 search apps one of key recommendations, implications not realized • SP2013 migration scary to contemplate – we’re not trail blazers, what are other organizations doing? • What we would get isn’t substantial enough – want an enterprise SBA to validate strategy • Go with search guys on search platform and see what happens – give the client what the client wants 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 40
    41. 41. Thanks for attending this presentation Robin Macrae Information Architect robin.macrae@earley.com @Robin_Macrae slideshare.net/robin555/ pinterest.com/ram55/ 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. slide ‹#› The presentation will be uploaded to SlideShare bit.ly/search-RAM-2013-07-20
    42. 42. Bonus slides • a selection of largely self-explanatory SP2013 search slides 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. slide ‹#›
    43. 43. Key search related SP2010 capabilities • Filters, views and navigation • Leverage custom metadata in searching • Autotagging (SmartTag, etc.) • Thesaurus and best bets • Dynamic content presentation • All are dependent on taxonomy and metadata • Centralized metadata control, hierarchy and support for taxonomy and folksonomy tagging differentiate 2010 from 2007 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 43
    44. 44. Search improvements in SP2013 • Perhaps most important change in SP2013 • From a WCM pespective: • Search and Term Store are key to WCM and in SP 2013 • Content Search Web Part is your new best friend. • Design Manager and HTML master pages, page layouts, and display templates rock • From architect’s: • Integration of FAST Search • Search-driven apps • Cross-Site Publishing • Search Center at the site collection level • Navigation • Custom URL (Permalinks) 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 44
    45. 45. Content Search Web Part (CSWP) • Replaces and is much more expansive than much used but not so user- friendly Content Query Web Part in SP2010 and MOSS2007 • Searches through and presents content based on defined query • Can return any content from the search index • Can be very specific about where you search, how often you search, and how granular you want the results to display – data presented can be organized using a number of refiners and settings • How best to take advantage of these new capabilities • Dependent on crawl settings • If you need to display instant content, refreshed version of content or content from sites not indexed, use the Content Query Web Part (CQWP) instead • CQWP and CSWP are only available within SharePoint 2013 Enterprise edition 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. slide ‹#›
    46. 46. Content Search Web Part (CSWP) 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. slide ‹#›
    47. 47. Content Search Web Part vs Content Query Web Part CSwp Scope • Web part that displays results from a search query, limited only by scope of your crawl How It Displays Results • Results based on the search index, highly configurable display settings Accuracy Of Results • The more often the crawl, the more up to date the information CQwp Scope • Web part that displays content from a single site collection QWP Scope • Web part that displays content from a single site collection How It Displays Results • Results based on the filter Accuracy Of Results • Instant view into available content, always up to date 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 47 Source :Content Query Web Part vs. Content Search Web Part
    48. 48. CSwp vs CQwp Content In Results • Can search beyond a site collection to a web app or even the farm. Is unable to display minor versions of documents. Summary • Can search the whole farm if necessary but is only as up-to- date as the search crawl. Unable to display minor versions. Content is not available if the site collection or site is not indexed. Content In Results • Is limited to the site collection, but is able to display minor versions Summary • Can display instant information and is able to display minor versions. Cannot search beyond the site collection and is not as customisable without coding (e.g. XSLT) 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 48
    49. 49. Which web part to use? • Each has its place in SharePoint 2013 • Depends on: • what you are trying to accomplish • how up-to-date you need the information • how vast you want the search scope • what skills you have available to extend the out-of-the-box capabilities • CSWP easier to configure and searches a much larger content area -- CQWP is instant on content and shows potentially deeper results (minor versions) 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. slide ‹#›
    50. 50. Improvements in SP2013 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 50
    51. 51. SharePoint 2013’s Display Templates • Each element controlled by a display template or microformat: Result Types + Display Templates = Rich Search Experiences 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 51
    52. 52. Improvements in SP2013 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 52 Credit: Rob Dornbush, Sr. IA, UX Design, Earley & Associates
    53. 53. Improvements in SP2013 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 53 Credit: Rob Dornbush, Sr. IA, UX Design, Earley & Associates
    54. 54. New search scope 2013-07-18 Copyright © 2013 Robin Macrae, Earley & Associates, Inc. All Rights Reserved. 54 Credit: Rob Dornbush, Sr. IA, UX Design, Earley & Associates

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