Findability in YOUR Organization #Live360

Agnes Molnar
Agnes MolnarSharePoint / Office 365 Search & Findability Consultant, Trainer, Mentor, Author, Public Speaker at Search Explained
Findability
in YOUR Organization
Agnes Molnar
Founder, Managing Consultant
Search Explained
Level: Introductory to Intermediate
LIVE!360 RESOURCES
https://SearchExplained.com/Live360
The Search Processes
Crawling Indexing
Calculating
Initial Relevance
Querying
Presenting
Results
Capturing Clicks
Analyzing Suggesting Tuning
The Search Processes - People
Source:
http://searchpatterns.org
The Search Processes -
Technology
Findability
Findability
DEMO
Findability
8
Search Team – Get Involved!
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
Refinement
Result Type &
Display Template On Hover Panel
Queries &
Query Rules
Findability in YOUR Organization #Live360
Powerful Queries
• The process of looking for results
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
Powerful Queries
• The most important query operators:
15
Type Operator
Boolean AND, OR,NOT
Parentheses ()
Wildcard *
Inclusion and exclusion operators + or -, respectively
DEMO
Powerful Queries
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
Result Types &
Display Templates
DEMO
Result Types & Display Templates
Query Rules & Result Blocks
DEMO
Promoting Results: Query Rules & Result Blocks
People & Expertise Search
DEMO
People & Expertise Search
Manager
Direct report
Works with
Emailed to me
Viewed by me
Shared with me
Presented to me
Liked by me
Office Graph and Delve
Manager
Direct report
Works with
Emailed to me
Viewed by me
Shared with me
Presented to me
Liked by me
Office Graph and Delve
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
Office Graph and Delve
DEMO
Delve
Security and Privacy
• Security: EVERYTHING is security trimmed
– Search
– Office Graph
– Delve
• Privacy: PUBLIC and PRIVATE actions
THANK YOU!
Agnes Molnar
Agnes.Molnar@
SearchExplained.com
9 years 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
https://SearchExplained.com/Live360
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Findability in YOUR Organization #Live360

Editor's Notes

  1. More than Technology
  2. Don’t get scared Complex, challenging but beautiful
  3. FINDABILITY is what we should be focused on. Search is just a piece of that. We’ve had navigation for a long time (though many of us never got it right). We’ve been focused on search Search is dependent upon accessibility of the content (permissions, technology [format & container & connectors to content]) & information architecture (which again, many of us never got right) The user experience of search has gotten better Some search results take into account user interactions with content (e.g. clicks) but they are accounting for other users’ behaviors related to a search query, not my behaviors or preferences. What’s been missing is the user himself or herself. An understanding of the user—their persona—to help determine what the user might be trying to find or should find.
  4. DEMO: Search – “college” Navigation https://mhe295699.sharepoint.com/_layouts/15/sharepoint.aspx https://mhe295699.sharepoint.com/sites/Contoso/Administration/admissions/SitePages/Home.aspx Delve - https://mhe295699-my.sharepoint.com/_layouts/15/me.aspx/
  5. Provide Feedback – formal and informal
  6. Think of Search & findability when you create/upload content Metadata!!!
  7. Metadata Everywhere Metadata Inventory: Common metadata (title, author, etc.) Custom metadata for each content type Content audit Stakeholders & Key users Existing metadata and needed metadata Manual Auto-tagging
  8. Simple syntax but needs practicing Feel free to print out this reference 
  9. Coll* College IsDocument:1 Coll* author:Julian
  10. https://aghy.sharepoint.com/search/Pages/documents_horizontal.aspx?k=* +V_Documents + People search + Tasks
  11. https://mhe295699.sharepoint.com/search Query: learn search Query Rules: edit by admin
  12. People Search Delve Outlook / People
  13. If Dan delegates his inbox to Agnes, would his email attachments show up in her Delve? [??] Email message with attachment Attachment metadata indexed/in Graph [yes – ‘obvious’] Security of attachment inherited from inbox? Message not indexed/in Graph but appears in the Delve preview [yes - visible] Attachment is not indexed [tested] IRM?? Terminology: Private “signal” -> Private relationship? Node? Is Hybrid Search a dependency for Hybrid Delve?