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Larry Cannell
Senior Analyst
                           Is Enterprise Search Ripe for Open
Burton Group               Source Disruption?
lcannell@burtongroup.com
www.burtongroup.com

Brian Pinkerton
Chief Architect
Lucid Imagination
www.lucidimagination.com
Open Source Search                             2




Agenda
 • Why Open Source and Search?
 • Enterprise Opportunities to Use Open Source Search
 • Market Analysis
 • Lucid Imagination
Open Source Search                             3




Agenda
 • Why Open Source and Search?
 • Enterprise Opportunities to Use Open Source Search
 • Market Analysis
 • Lucid Imagination
Can You Tell the Difference?   4
Can You Tell the Difference? Netflix   5
Can You Tell the Difference? CNET   6
Can You Tell the Difference? Best Buy   7
Can You Tell the Difference? Wikipedia   8
Can You Tell the Difference? Monster   9
Which Site Uses Open Source Search?   10




              Netflix

                            CNET


  Best Buy

                Wikipedia


                          Monster
Which Site Uses Open Source Search?   11




                 Best Buy




                            Monster
Why Open Source and Search?   12




Lucene and Solr Gets Funded
Open Source Search                             13




Agenda
 • Why Open Source and Search?
 • Enterprise Opportunities to Use Open Source Search
 • Market Analysis
 • Lucid Imagination
Enterprise Opportunities   14




Basic Website/
Intranet Search
Enterprise Opportunities              15




Basic Website/             Vertical Search
Intranet Search
Enterprise Opportunities              16




    Basic Website/                Vertical Search
    Intranet Search



No compelling reason to
use open source

Only consider if you have
more headcount than
budget
Enterprise Opportunities                      17




    Basic Website/                 Vertical Search
    Intranet Search



No compelling reason to
use open source

Only consider if you have     Best opportunities for open
more headcount than           source search
budget
Open Source Search                             18




Agenda
 • Why Open Source and Search?
 • Enterprise Opportunities to Use Open Source Search
 • Market Analysis
 • Lucid Imagination
Numerous Options                       19




• Beagle           • Minion        • Sphinx
• DataparkSearch   • Mnogosearch   • Swish-e
• egothor          • Namazu        • Swish ++
• Htdig            • OpenFTS       • Terrier
• Hounder          • regain        • Wumpus
• Lemur            • Red Piranha   • Zettair
• MG4J             • Simplexo
Honorable Mention   20
The Short List   21
The Short List   22
Lucene Family Tree   23




          Lucene


Lucene
Ports
Lucene Family Tree                     24




          Lucene
                (2000)




                         (2002)   (2005)

Lucene                    Nutch   Hadoop
Ports
Lucene Family Tree                     25




          Lucene
                (2000)




                         (2002)   (2005)

Lucene                    Nutch   Hadoop
Ports
                         (2005)
                          Solr
26
            User
          Interface


           Search
           Engine

             Search     Administration
           Repository




           Content
Content   Ingestion
  Set
27
             User
Lucene     Interface


            Search
            Engine

              Search     Administration
            Repository




            Content
 Content   Ingestion
   Set
28
             User
Solr       Interface


            Search
            Engine

              Search     Administration
            Repository




            Content
 Content   Ingestion
   Set
Solr’s Potential to Disrupt                                 29




The MySQL of search servers?
 • Search server based on Lucene
    • Easy initial setup
    • Web services-like interface (XML over HTTP)
    • Support for non-Java clients
    • Caching, performance tuning, high-availability, load balancing
    • Faceted browsing, similar documents
Solr’s Potential to Disrupt                                 30




The MySQL of search servers?
 • Search server based on Lucene
    • Easy initial setup
    • Web services-like interface (XML over HTTP)
    • Support for non-Java clients
    • Caching, performance tuning, high-availability, load balancing
    • Faceted browsing, similar documents
 • Commoditizes vertical search
    • Could have similar impact on application development as
      ODBC/JDBC
 • Consider the 1000s of applications enabled by
   ODBC/JDBC
    • Vertical search can now be applied to almost any application
Open Source Search
References
• Burton Group’s Collaboration and Content Strategies
   • Open Source Search: Bringing Enterprise Search Out into the Open
   • Enterprise Information Search: Transforming Search into an Insight
     Engine (January 2010)
   • A Complex Query: What’s the Right Enterprise Search Engine?
   • Open Source Communication, Collaboration, and Content
     Management: Cutting-Edge Innovation, Low-Cost Imitation, or Both?
Open	
  Source	
  Search

Brian	
  Pinkerton
Chief	
  Architect



                     1
Why	
  Open	
  Source	
  for	
  Search?
       Large	
  scale:	
  billions	
  of	
  documents;	
  hundreds	
  of	
  cluster	
  nodes
        Uses	
  modern	
  architectures	
  to	
  achieve	
  massive	
  scalability
        Some	
  of	
  the	
  biggest	
  search	
  indexes	
  are	
  on	
  open	
  source	
  soFware
       High	
  Performance
        Fast	
  response	
  8me
       Flexible	
  relevance
        Use	
  built-­‐in	
  relevance	
  (on	
  par	
  with	
  others)	
  or	
  augment
       Stand-­‐alone,	
  integrated,	
  or	
  embedded
       Mature,	
  yet	
  not	
  stuck	
  in	
  8me
        Con8nued	
  momentum	
  on	
  all	
  facets	
  of	
  the	
  products
       Great	
  support	
  from	
  the	
  community



                                                         Lucid	
  Imagina8on,	
  Inc.                 2
Example:	
  Searching	
  Social	
  Media
     Everyone	
  collaborates	
  with	
  everyone	
  
     on	
  everything	
  everywhere
     You’ve	
  heard	
  the	
  hype
     Much	
  is	
  probably	
  just	
  that
     But	
  it’s	
  changing	
  Web	
  habits
     And	
  it’s	
  pushing	
  the	
  state	
  of	
  the	
  art	
  in	
  
     search
     Enterprise	
  adop8on	
  is	
  trailing	
  the	
  
     wide	
  Web,	
  but	
  it’s	
  coming
     Will	
  you	
  be	
  ready?




                                                                  Lucid	
  Imagina8on,	
  Inc.   3
Search	
  is	
  Essen;al
       Too	
  much	
  content	
  to	
  navigate	
  without	
  filtering
       Some8mes,	
  only	
  analy8cs	
  can	
  do	
  the	
  job
       Other	
  8mes,	
  users	
  expect	
  to	
  search,	
  not	
  navigate
       Used	
  for	
  surfacing	
  more	
  than	
  just	
  plain	
  old	
  search	
  results	
  




                                                         Lucid	
  Imagina8on,	
  Inc.              4
How	
  is	
  Social	
  Media	
  Transforming	
  Search?
            20th	
  Century                         Web	
  1.0                                Web	
  2.0

 Business-­‐generated	
  content   Power-­‐user	
  content;	
  HTML	
  only   User-­‐generated	
  content


 Searches	
  the	
  aributes      Searches	
  the	
  content                 Both,	
  plus	
  the	
  interac(on


 Normalized	
  data	
  model       Flat	
  data	
  model                      Ad	
  hoc	
  normaliza8on


 Transac8onal	
  models            Batch	
  processing                        Powered	
  by	
  now


 Batch	
  analy8cs                 Few	
  analy8cs                            User-­‐driven	
  analysis




                                              Lucid	
  Imagina8on,	
  Inc.                                         5
Examples	
  of	
  Searching	
  Social	
  Media

 Pioneer	
  in	
  blog	
  searching:	
  Technora8                                   Lucene	
  →	
  Solr

 Analyizing	
  the	
  Interac8on:	
  Scout	
  Labs                                  Lucene

 Boom-­‐up	
  relevance:	
  digg                                                   Solr

 People	
  are	
  the	
  content:	
  LinkedIn                                       Lucene

 People	
  and	
  places:	
  Yelp                                                   Lucene

 Paerns	
  from	
  the	
  people:	
  Xmarks                                        Lucene

 Searching	
  the	
  Social	
  Universe:	
  MySpace                                 Lucene.NET



                                                     Lucid	
  Imagina8on,	
  Inc.                         6
Technora;:	
  Blog	
  Search
Technora;	
  is	
  a	
  blog-­‐discovery	
  engine
       300,000	
  new	
  posts	
  per	
  day
       Surge	
  of	
  posts	
  in	
  the	
  morning
       Separate	
  indexes	
  for	
  blog	
  and	
  post	
  
       data
       Noisy,	
  user-­‐generated	
  content
       Search	
  used	
  behind	
  the	
  scenes	
  to	
  
       build	
  the	
  user	
  interface
       New	
  index	
  keeps	
  only	
  a	
  limited	
  8me	
  
       available




                                                             Lucid	
  Imagina8on,	
  Inc.   7
Scout	
  Labs:	
  Analyzing	
  the	
  Interac;on
Scout	
  Labs	
  is	
  a	
  social-­‐media	
  
monitoring	
  tool
         Mines	
  the	
  stream	
  of	
  interac8on	
  
         across	
  many	
  forms	
  of	
  social	
  media:	
  
         blogs,	
  comments,	
  tweets,	
  forums,	
  
         mailing	
  lists
         The	
  interac8on	
  can	
  be	
  messy,	
  so	
  
         Scout	
  Labs	
  provides	
  summaries
           Analy8cs	
  provide	
  comparisons
           Sen8ment	
  summarizes	
  adtudes	
  
         Because	
  of	
  the	
  analy8cs,	
  must	
  keep	
  
         more	
  data	
  online	
  -­‐	
  this	
  can	
  get	
  
         expensive

                                                              Lucid	
  Imagina8on,	
  Inc.   8
digg:	
  BoMom-­‐up	
  Relevance
Digg	
  shows	
  user-­‐submiMed	
  links	
  in	
  
real	
  ;me
        Users	
  vote	
  up	
  or	
  down	
  on	
  
        submissions
        Content	
  is	
  indexed	
  in	
  near-­‐real	
  8me
        Results	
  are	
  scored	
  by	
  a	
  combina8on	
  
        of	
  factors	
  (recency,	
  number	
  of	
  diggs,	
  
        etc.)




                                                            Lucid	
  Imagina8on,	
  Inc.   9
LinkedIn:	
  People	
  are	
  the	
  Content
LinkedIn	
  is	
  a	
  business	
  social	
  network
        50	
  million	
  members
        Faceted	
  search
         facets	
  on	
  loca8on,	
  industries,	
  
         companies,	
  	
  rela8onship,	
  etc.
         not	
  all	
  are	
  easy	
  to	
  implement
        Sor8ng	
  by	
  relevance	
  +	
  rela8onship
         requires	
  significant	
  query-­‐8me	
  work




                                                        Lucid	
  Imagina8on,	
  Inc.   10
Yelp:	
  People	
  and	
  Places
Yelp	
  facilitates	
  user	
  reviews
        Searches	
  business	
  meta-­‐data	
  plus	
  
        review	
  content
        Heavy	
  geographic	
  component
        Results	
  are	
  structured	
  by	
  
        establishment,	
  but	
  searchable	
  by	
  
        review




                                                          Lucid	
  Imagina8on,	
  Inc.   11
Xmarks:	
  PaMerns	
  from	
  the	
  People
Xmarks	
  provides	
  bookmark	
  sync	
  and	
  
Web	
  discovery
       First	
  provided	
  bookmark	
  sync;	
  
       adopted	
  by	
  millions	
  of	
  users
       Aggregates	
  bookmark	
  folder	
  structure	
  
       and	
  meta-­‐data	
  by	
  URL
       This	
  descrip8ve	
  content	
  is	
  mined	
  to	
  
       provide	
  a	
  searchable	
  index
       Needed	
  new	
  ranking	
  algorithms	
  to	
  
       provide	
  good	
  relevance	
  and	
  filter	
  out	
  
       the	
  noise




                                                          Lucid	
  Imagina8on,	
  Inc.   12
MySpace:	
  Searching	
  it	
  all
MySpace	
  does	
  it	
  all:
        Many	
  content	
  types	
  from	
  all	
  over	
  the	
  site
        User	
  generated	
  content	
  +	
  user	
  interac8ons
        Near	
  Real	
  Time
          New	
  content	
  and	
  users	
  arriving	
  24x7
        Both	
  end-­‐user	
  and	
  administra8ve	
  func8ons
          admin	
  func8ons	
  include	
  log	
  file	
  searching
          automated	
  tasks	
  help	
  iden8fy	
  spam,	
  other	
  
          problems
        Massive	
  scale:	
  billions	
  of	
  records,	
  petabytes	
  
        of	
  source	
  data
          new	
  content	
  at	
  the	
  rate	
  of	
  1TB	
  every	
  week


                                                                 Lucid	
  Imagina8on,	
  Inc.   13
Social	
  Media	
  is	
  Pushing	
  Search	
  In	
  New	
  Direc;ons
       Searches	
  the	
  product	
  of	
  interac8on	
  among	
  users,	
  not	
  just	
  content
       Aggregates	
  data	
  from	
  mul8ple	
  sources	
  at	
  search	
  8me
       Operates	
  in	
  real-­‐8me,	
  as	
  data	
  is	
  produced
       Extends	
  the	
  tradi8onal	
  no8ons	
  of	
  relevance
       Builds	
  analy8cs	
  on	
  top	
  of	
  search


       and...	
  you	
  can	
  build	
  all	
  of	
  this	
  on	
  open	
  source	
  products!




                                                         Lucid	
  Imagina8on,	
  Inc.                14

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Is Enterprise Search Ripe for Open Source Disruption?

  • 1. Larry Cannell Senior Analyst Is Enterprise Search Ripe for Open Burton Group Source Disruption? lcannell@burtongroup.com www.burtongroup.com Brian Pinkerton Chief Architect Lucid Imagination www.lucidimagination.com
  • 2. Open Source Search 2 Agenda • Why Open Source and Search? • Enterprise Opportunities to Use Open Source Search • Market Analysis • Lucid Imagination
  • 3. Open Source Search 3 Agenda • Why Open Source and Search? • Enterprise Opportunities to Use Open Source Search • Market Analysis • Lucid Imagination
  • 4. Can You Tell the Difference? 4
  • 5. Can You Tell the Difference? Netflix 5
  • 6. Can You Tell the Difference? CNET 6
  • 7. Can You Tell the Difference? Best Buy 7
  • 8. Can You Tell the Difference? Wikipedia 8
  • 9. Can You Tell the Difference? Monster 9
  • 10. Which Site Uses Open Source Search? 10 Netflix CNET Best Buy Wikipedia Monster
  • 11. Which Site Uses Open Source Search? 11 Best Buy Monster
  • 12. Why Open Source and Search? 12 Lucene and Solr Gets Funded
  • 13. Open Source Search 13 Agenda • Why Open Source and Search? • Enterprise Opportunities to Use Open Source Search • Market Analysis • Lucid Imagination
  • 14. Enterprise Opportunities 14 Basic Website/ Intranet Search
  • 15. Enterprise Opportunities 15 Basic Website/ Vertical Search Intranet Search
  • 16. Enterprise Opportunities 16 Basic Website/ Vertical Search Intranet Search No compelling reason to use open source Only consider if you have more headcount than budget
  • 17. Enterprise Opportunities 17 Basic Website/ Vertical Search Intranet Search No compelling reason to use open source Only consider if you have Best opportunities for open more headcount than source search budget
  • 18. Open Source Search 18 Agenda • Why Open Source and Search? • Enterprise Opportunities to Use Open Source Search • Market Analysis • Lucid Imagination
  • 19. Numerous Options 19 • Beagle • Minion • Sphinx • DataparkSearch • Mnogosearch • Swish-e • egothor • Namazu • Swish ++ • Htdig • OpenFTS • Terrier • Hounder • regain • Wumpus • Lemur • Red Piranha • Zettair • MG4J • Simplexo
  • 23. Lucene Family Tree 23 Lucene Lucene Ports
  • 24. Lucene Family Tree 24 Lucene (2000) (2002) (2005) Lucene Nutch Hadoop Ports
  • 25. Lucene Family Tree 25 Lucene (2000) (2002) (2005) Lucene Nutch Hadoop Ports (2005) Solr
  • 26. 26 User Interface Search Engine Search Administration Repository Content Content Ingestion Set
  • 27. 27 User Lucene Interface Search Engine Search Administration Repository Content Content Ingestion Set
  • 28. 28 User Solr Interface Search Engine Search Administration Repository Content Content Ingestion Set
  • 29. Solr’s Potential to Disrupt 29 The MySQL of search servers? • Search server based on Lucene • Easy initial setup • Web services-like interface (XML over HTTP) • Support for non-Java clients • Caching, performance tuning, high-availability, load balancing • Faceted browsing, similar documents
  • 30. Solr’s Potential to Disrupt 30 The MySQL of search servers? • Search server based on Lucene • Easy initial setup • Web services-like interface (XML over HTTP) • Support for non-Java clients • Caching, performance tuning, high-availability, load balancing • Faceted browsing, similar documents • Commoditizes vertical search • Could have similar impact on application development as ODBC/JDBC • Consider the 1000s of applications enabled by ODBC/JDBC • Vertical search can now be applied to almost any application
  • 31. Open Source Search References • Burton Group’s Collaboration and Content Strategies • Open Source Search: Bringing Enterprise Search Out into the Open • Enterprise Information Search: Transforming Search into an Insight Engine (January 2010) • A Complex Query: What’s the Right Enterprise Search Engine? • Open Source Communication, Collaboration, and Content Management: Cutting-Edge Innovation, Low-Cost Imitation, or Both?
  • 32. Open  Source  Search Brian  Pinkerton Chief  Architect 1
  • 33. Why  Open  Source  for  Search? Large  scale:  billions  of  documents;  hundreds  of  cluster  nodes Uses  modern  architectures  to  achieve  massive  scalability Some  of  the  biggest  search  indexes  are  on  open  source  soFware High  Performance Fast  response  8me Flexible  relevance Use  built-­‐in  relevance  (on  par  with  others)  or  augment Stand-­‐alone,  integrated,  or  embedded Mature,  yet  not  stuck  in  8me Con8nued  momentum  on  all  facets  of  the  products Great  support  from  the  community Lucid  Imagina8on,  Inc. 2
  • 34. Example:  Searching  Social  Media Everyone  collaborates  with  everyone   on  everything  everywhere You’ve  heard  the  hype Much  is  probably  just  that But  it’s  changing  Web  habits And  it’s  pushing  the  state  of  the  art  in   search Enterprise  adop8on  is  trailing  the   wide  Web,  but  it’s  coming Will  you  be  ready? Lucid  Imagina8on,  Inc. 3
  • 35. Search  is  Essen;al Too  much  content  to  navigate  without  filtering Some8mes,  only  analy8cs  can  do  the  job Other  8mes,  users  expect  to  search,  not  navigate Used  for  surfacing  more  than  just  plain  old  search  results   Lucid  Imagina8on,  Inc. 4
  • 36. How  is  Social  Media  Transforming  Search? 20th  Century Web  1.0 Web  2.0 Business-­‐generated  content Power-­‐user  content;  HTML  only User-­‐generated  content Searches  the  aributes Searches  the  content Both,  plus  the  interac(on Normalized  data  model Flat  data  model Ad  hoc  normaliza8on Transac8onal  models Batch  processing Powered  by  now Batch  analy8cs Few  analy8cs User-­‐driven  analysis Lucid  Imagina8on,  Inc. 5
  • 37. Examples  of  Searching  Social  Media Pioneer  in  blog  searching:  Technora8 Lucene  →  Solr Analyizing  the  Interac8on:  Scout  Labs Lucene Boom-­‐up  relevance:  digg Solr People  are  the  content:  LinkedIn Lucene People  and  places:  Yelp Lucene Paerns  from  the  people:  Xmarks Lucene Searching  the  Social  Universe:  MySpace Lucene.NET Lucid  Imagina8on,  Inc. 6
  • 38. Technora;:  Blog  Search Technora;  is  a  blog-­‐discovery  engine 300,000  new  posts  per  day Surge  of  posts  in  the  morning Separate  indexes  for  blog  and  post   data Noisy,  user-­‐generated  content Search  used  behind  the  scenes  to   build  the  user  interface New  index  keeps  only  a  limited  8me   available Lucid  Imagina8on,  Inc. 7
  • 39. Scout  Labs:  Analyzing  the  Interac;on Scout  Labs  is  a  social-­‐media   monitoring  tool Mines  the  stream  of  interac8on   across  many  forms  of  social  media:   blogs,  comments,  tweets,  forums,   mailing  lists The  interac8on  can  be  messy,  so   Scout  Labs  provides  summaries Analy8cs  provide  comparisons Sen8ment  summarizes  adtudes   Because  of  the  analy8cs,  must  keep   more  data  online  -­‐  this  can  get   expensive Lucid  Imagina8on,  Inc. 8
  • 40. digg:  BoMom-­‐up  Relevance Digg  shows  user-­‐submiMed  links  in   real  ;me Users  vote  up  or  down  on   submissions Content  is  indexed  in  near-­‐real  8me Results  are  scored  by  a  combina8on   of  factors  (recency,  number  of  diggs,   etc.) Lucid  Imagina8on,  Inc. 9
  • 41. LinkedIn:  People  are  the  Content LinkedIn  is  a  business  social  network 50  million  members Faceted  search facets  on  loca8on,  industries,   companies,    rela8onship,  etc. not  all  are  easy  to  implement Sor8ng  by  relevance  +  rela8onship requires  significant  query-­‐8me  work Lucid  Imagina8on,  Inc. 10
  • 42. Yelp:  People  and  Places Yelp  facilitates  user  reviews Searches  business  meta-­‐data  plus   review  content Heavy  geographic  component Results  are  structured  by   establishment,  but  searchable  by   review Lucid  Imagina8on,  Inc. 11
  • 43. Xmarks:  PaMerns  from  the  People Xmarks  provides  bookmark  sync  and   Web  discovery First  provided  bookmark  sync;   adopted  by  millions  of  users Aggregates  bookmark  folder  structure   and  meta-­‐data  by  URL This  descrip8ve  content  is  mined  to   provide  a  searchable  index Needed  new  ranking  algorithms  to   provide  good  relevance  and  filter  out   the  noise Lucid  Imagina8on,  Inc. 12
  • 44. MySpace:  Searching  it  all MySpace  does  it  all: Many  content  types  from  all  over  the  site User  generated  content  +  user  interac8ons Near  Real  Time New  content  and  users  arriving  24x7 Both  end-­‐user  and  administra8ve  func8ons admin  func8ons  include  log  file  searching automated  tasks  help  iden8fy  spam,  other   problems Massive  scale:  billions  of  records,  petabytes   of  source  data new  content  at  the  rate  of  1TB  every  week Lucid  Imagina8on,  Inc. 13
  • 45. Social  Media  is  Pushing  Search  In  New  Direc;ons Searches  the  product  of  interac8on  among  users,  not  just  content Aggregates  data  from  mul8ple  sources  at  search  8me Operates  in  real-­‐8me,  as  data  is  produced Extends  the  tradi8onal  no8ons  of  relevance Builds  analy8cs  on  top  of  search and...  you  can  build  all  of  this  on  open  source  products! Lucid  Imagina8on,  Inc. 14