1.
Scoping a Successful SharePoint 2016
Hybrid Search Implementation
Agnes Molnar
Agnes.Molnar@SearchExplained.com

2.
The Organization (Case Study)
• Global Pharmaceutical company
• 100,000 employees
• 100,000,000 documents:
– Google
– SharePoint
– Mix of cloud & on-premises
• Expected: 300,000,000 documents in two years
– Ongoing Content Migration Projects

3.
Common Challenges with Search

4.
Common Challenges with Search
FINDABILITY

5.
The Challenge
New & growing
data sources
• SharePoint
• SharePoint Online
• Google Drive
• Google Sites
• Google Plus
Scalability
• Current farm too
small
• Scalability for the
future
Performance
• Performance from
remote regions
• Performance of
Intranet
Functionality
• Search based on user
context
• Usability
improvements
• Better analytics /
relevance
management

6.
Challenge #1 – Information Overload

7.
Challenge #2 – Finding the Needle in a
Haystack

8.
Challenge #3 – Organizational Silos

9.
Challenge #4 – Technical Silos

10.
Challenge #5 – Search and Domain Expertise

11.
Search as a Metaphor is Broken!
“Search is no longer simply about “search”
ie. information retrieval
triggered by a user entering a string of text.
It is moving into
the real-time, the predictive, and the visual.”
Innovations in Knowledge Organization Conference
Singapore, 2015

12.
Search:
More than Technology
Source: http://searchpatterns.org

13.
Findability

14.
Search vs. Discovery

15.
HYBRID SEARCH

16.
The Search Processes
Crawling
Content
Processing
Indexing
Querying
Presenting
Results
Capturing Clicks
Analyzing Suggesting Tuning

17.
Hybrid Search in SharePoint 2016 and Office
365

18.
The Search Processes - Components
On-prem
O365

19.
User Experience

20.
User Experience- Components
• Result Sources
• Result Types
• Query Rules
• Result Sets
• Result Blocks
• Promoted Results
• Refinement Panel
• Hover Panel
• Display Templates
• METADATA!

21.
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
Permissions

22.
Metadata
Refinement
Result Type &
Display Template
On Hover
Panel
In Query
Rules

23.
Metadata
Crawled Properties
Managed Properties
Project Number
Client Name
Project Financial ID
Project Number
External Content
CustomerNo
ProjectNo
Unstructured
Content
Project NBR
ClientNumber
ClientName
List data
Project ID
ClientID
Client Name
Content Type
Project ID
Customer

24.
Metadata Quality
• Quality of Search depends on the Quality of Content
• Good and Consistent Metadata
• Auto-Tagging
• Dictionary-Based (Entity Extraction, OOTB)
• Statistical
• Hybrid

25.
Define your requirements
Business
goals
Users
Scenarios
& use cases
Application
Lifecycle
Systems to
integrate
User
Experience
Metrics Milestones
Resources Experts

26.
Prioritize
Business Planning Implementation
IT & maintenance Measure & QA

27.
Mistakes to Avoid
Ignoring Hybrid Search
Dive “all in” immediately
Looking for one search that “rules them all”
Not considering the benefits beyond aggregated & unified search results
Not involving all necessary stakeholders
Seeing Search as a one-time project
27

28.
Summary

29.
Keep in Touch! Get Involved!
Agnes.Molnar@ SearchExplained.com
@SearchExplained
/SearchExplained
/SearchExplained
http://Academy.SearchExplained.com
http://SearchExplained.com/UC2016
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