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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 The "old school" Search Center experience is outdated - we need something better, something more, something that is more efficient, more user-friendly and more helpful.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. 1. 10 Steps to be Successful with Enterprise Search Agnes Molnar, Managing Consultant
  2. 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. 3. 1 – The Search Processes Crawling Indexing Calculating Initial Relevance Querying Presenting Results Capturing Clicks Analyzing Suggesting Tuning
  4. 4. 1 – The Search Processes - People Source: http://searchpatterns.org
  5. 5. 1 – The Search Processes - Components
  6. 6. 2 – Findability
  7. 7. 2 – Findability
  8. 8. DEMO Findability 8
  9. 9. 3 – Search Team – Get Involved!
  10. 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. 11. Refinement Result Type & Display Template On Hover Panel Queries & Query Rules
  12. 12. 5 – Powerful Queries • The process of looking for results
  13. 13. 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
  14. 14. 5 – Powerful Queries • The most important query operators: 15 Type Operator Boolean AND, OR,NOT Parentheses () Wildcard * Inclusion and exclusion operators + or -, respectively
  15. 15. DEMO Powerful Queries
  16. 16. 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
  17. 17. 6 – Result Types & Display Templates
  18. 18. DEMO Result Types & Display Templates
  19. 19. 7 - Promoting Results: Query Rules & Result Blocks
  20. 20. DEMO Promoting Results: Query Rules & Result Blocks
  21. 21. 8 – People & Expertise Search
  22. 22. DEMO People & Expertise Search
  23. 23. 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
  24. 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. 25. 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
  26. 26. DEMO Delve
  27. 27. 10 – Security and Privacy • Security: EVERYTHING is security trimmed – Search – Office Graph – Delve • Privacy: PUBLIC and PRIVATE actions
  28. 28. VIEWED SHARED INVITED
  29. 29. VIEWED SHARED INVITED MANAGER MODIFIED
  30. 30. VIEWED SHARED INVITED EMAILED MANAGER MODIFIED
  31. 31. VIEWED SHARED INVITED EMAILED MANAGER MODIFIED
  32. 32. VIEWED SHARED INVITED MANAGER Maternity Benefits MODIFIED EMAILED
  33. 33. Thank You! Agnes.Molnar@SearchExplained.com http://SearchExplained.com http://SearchExplained.com/Books http://Academy.SearchExplained.com 35

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