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Search Based
Applications with
SharePoint 2013
Agnes Molnar
International SharePoint Consultant,
ECM & Search Expert, MVP
Search
Connects people to the information
they need to get their jobs done.
Information-Seeking Patterns
• „I know what I’m searching for and know how to do
that”
• „I know what I’m searching for but I don’t know
how to do that”
• „I don’t know what I’m searching for”
• „Am I Searching?...”
Search-Based Applications
Embedded Search Enterprise Search Search-Based
Applications
Search scope Information managed
within the system
Heterogeneous
information stored in
diverse repositories
Specific content for the
target audience
User Experience Mirrors the look and
feel of the system
“One size fits all” Custom design
Retrieval
Experience
The way the information
is stored determines
how it can be searched
Users type query and
review ranked results,
filter by facets
Tailored input and
output options
Example Search within a CRM
system
Search on Intranet Innovation Portal,
Knowledge Browser, Call
Center, Logistics Portal,
etc.
Search-Based Applications
Embedded Search Enterprise Search Search-Based
Applications
Search scope Information managed
within the system
Heterogeneous
information stored in
diverse repositories
Specific content for the
target audience
User Experience Mirrors the look and
feel of the system
“One size fits all” Custom design
Retrieval
Experience
The way the information
is stored determines
how it can be searched
Users type query and
review ranked results,
filter by facets
Tailored input and
output options
Example Search within a CRM
system
Search on Intranet Innovation Portal,
Knowledge Browser, Call
Center, Logistics Portal,
etc.
Search-Based Applications
Embedded Search Enterprise Search Search-Based
Applications
Search scope Information managed
within the system
Heterogeneous
information stored in
diverse repositories
Specific content for the
target audience
User Experience Mirrors the look and
feel of the system
“One size fits all” Custom design
Retrieval
Experience
The way the information
is stored determines
how it can be searched
Users type query and
review ranked results,
filter by facets
Tailored input and
output options
Example Search within a CRM
system
Search on Intranet Innovation Portal,
Knowledge Browser, Call
Center, Logistics Portal,
etc.
Customizations for Search Based
Applications
Configure Extend Create
User Context
LOB Connectivity
Content Processing
Business language
Federation Sources
UI Look & Feel
Analytics
…..
Relevance Profiles
UI & Web Parts
Result Rollup
Visual Elements
Workflows
…..
Custom Elements
Work Environments
New Innovations
….
Search Based
Applications
Examples
real estate risk
collaboration KM strategy
Knowledge Center You searched for: collaboration KM strategy > 1996 to 2007  Travel  Key Concepts  Service Offerings 
Sure, send me a draft ppt, ok?
Implementation
With SharePoint 2013
Content Crawling
• Bring data in from various places and systems
• Crawling vs. Federation
• Out-of-the-Box Connectors
• Business Connectivity Services
• 3rd party Connectors
Content Processing
• Creating Metadata
• Names, key concepts, companies, properties, etc.
• Synonyms
• Consistent Metadata Mapping
• Language Detection
• Custom Entity Extraction
UI Configuration Out-of-the-
Box
• Managed Navigation
• Content by Search
• Display Templates
• Result Types
• Hover Panel
• Refinement
• Query Rules
• Faceted Search
• Refinement Panel
Custom UI elements
• Visual Navigation
• Charts and Maps
• Dashboard experience
Relevance
• Custom ranking models
Take Actions
• Workflows
• Declare as Record
• External Integration
Conclusions
THEN
Search
Based
Applications
SharePoint
2013
Big amount of
data
Specific
audience
Specific
requirements
Deep
understanding
& knowledge
IF
Thank you!
Web: http://aghy.hu
Email: aghy@aghy.hu
Twitter: @molnaragnes

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Search Based Applications with SharePoint 2013

  • 1. Search Based Applications with SharePoint 2013 Agnes Molnar International SharePoint Consultant, ECM & Search Expert, MVP
  • 2. Search Connects people to the information they need to get their jobs done.
  • 3. Information-Seeking Patterns • „I know what I’m searching for and know how to do that” • „I know what I’m searching for but I don’t know how to do that” • „I don’t know what I’m searching for” • „Am I Searching?...”
  • 4. Search-Based Applications Embedded Search Enterprise Search Search-Based Applications Search scope Information managed within the system Heterogeneous information stored in diverse repositories Specific content for the target audience User Experience Mirrors the look and feel of the system “One size fits all” Custom design Retrieval Experience The way the information is stored determines how it can be searched Users type query and review ranked results, filter by facets Tailored input and output options Example Search within a CRM system Search on Intranet Innovation Portal, Knowledge Browser, Call Center, Logistics Portal, etc.
  • 5. Search-Based Applications Embedded Search Enterprise Search Search-Based Applications Search scope Information managed within the system Heterogeneous information stored in diverse repositories Specific content for the target audience User Experience Mirrors the look and feel of the system “One size fits all” Custom design Retrieval Experience The way the information is stored determines how it can be searched Users type query and review ranked results, filter by facets Tailored input and output options Example Search within a CRM system Search on Intranet Innovation Portal, Knowledge Browser, Call Center, Logistics Portal, etc.
  • 6. Search-Based Applications Embedded Search Enterprise Search Search-Based Applications Search scope Information managed within the system Heterogeneous information stored in diverse repositories Specific content for the target audience User Experience Mirrors the look and feel of the system “One size fits all” Custom design Retrieval Experience The way the information is stored determines how it can be searched Users type query and review ranked results, filter by facets Tailored input and output options Example Search within a CRM system Search on Intranet Innovation Portal, Knowledge Browser, Call Center, Logistics Portal, etc.
  • 7. Customizations for Search Based Applications Configure Extend Create User Context LOB Connectivity Content Processing Business language Federation Sources UI Look & Feel Analytics ….. Relevance Profiles UI & Web Parts Result Rollup Visual Elements Workflows ….. Custom Elements Work Environments New Innovations ….
  • 9.
  • 10.
  • 12. collaboration KM strategy Knowledge Center You searched for: collaboration KM strategy > 1996 to 2007  Travel  Key Concepts  Service Offerings  Sure, send me a draft ppt, ok?
  • 14. Content Crawling • Bring data in from various places and systems • Crawling vs. Federation • Out-of-the-Box Connectors • Business Connectivity Services • 3rd party Connectors
  • 15. Content Processing • Creating Metadata • Names, key concepts, companies, properties, etc. • Synonyms • Consistent Metadata Mapping • Language Detection • Custom Entity Extraction
  • 16. UI Configuration Out-of-the- Box • Managed Navigation • Content by Search • Display Templates • Result Types • Hover Panel • Refinement • Query Rules • Faceted Search • Refinement Panel
  • 17. Custom UI elements • Visual Navigation • Charts and Maps • Dashboard experience
  • 19. Take Actions • Workflows • Declare as Record • External Integration
  • 21. Thank you! Web: http://aghy.hu Email: aghy@aghy.hu Twitter: @molnaragnes

Editor's Notes

  1. Patent search application
  2. Company dashboard, growth, results, etc.
  3. Alerts about increased risks in certain real estate holdingsORQuickly identify opportunities: which customers and prospects to communicate with, that to send them, who to ask for help, etc.
  4. Knowledge CenterPreparing meeting with a new prospect:Most information is in PowerPoint and in consultants’ headsSeparate areas to get involvedThousands of engagements and hundreds of experts – what’s the best match for this customer???
  5. Federation: customization!!Continuous crawl
  6. + Classification – customLess flexible entity extraction
  7. Query rules by roleTaxes in Norway, UK, USRole / Department
  8. Custom developmentWeb PartsConsuming search results (API)Custom dev or 3rd party – big ecosystem
  9. ResultsHover PanelCustom UI element