Workshop door Agnes Molnar bij de VOGIN-IP-lezing, Amsterdam 9 maart 2017

1. How to be Successful with Search
in Your Organization
Agnes Molnar, Search Explained
Agnes.Molnar@SearchExplained.com
@SearchExplained

2. Workshop Resources
https://SearchExplained.com/Vogin-IP-2017

3. Search & People
Source: http://searchpatterns.org

4. Enterprise Search
Connects people to the information
they need to get their jobs done.

5. Enterprise Search
Search technology
that your organization owns and controls

6. Find is the REAL Challenge!

7. The Search Processes
Crawling Indexing
Calculating
Initial Relevance
Querying
Presenting
Results
Capturing Clicks
Analyzing Suggesting Tuning

8. Search Processes

9. Crawling & Indexing

10. Crawling & Indexing

11. Query Processing

12. Search Topology Components
Source: MSDN

13. Hybrid Search

16. Search:
User – Context – Content
Users:
Information needs, audience types, expertise,
tasks
[Who needs the Information]
Content:
Document types, objects, structure, attributes,
metadata
[How to describe the information]
Context:
Business models & goals, corporate culture,
resources
[How the information is used]
Users
ContextContent

17. Content Analysis
Locations of content
State and quality of content
Whether it will be migrated
Metadata
Organizing principles that can be reused
IS-ness and ABOUT-ness of content
Ownership of content
Content lifecycles
Relative value of content

18. USER EXPERIENCE - CUSTOMIZATIONS

19. Refinement
Result Type &
Display Template On Hover Panel
Queries &
Query Rules

20. Manual vs. Auto-Tagging
Manual Tagging
Auto-Tagging
• Entity Extraction
• Pre-defined taxonomy-based tagging/classification
• Machine learning

21. Result Set (out-of-the-box)

22. Refinement Panel

23. Result Set - Documents

24. Result Set – Food Recipes & Nutritions

25. Result Set - Tasks

26. Query Rules
• Query conditions
• Promote Results
• Result Blocks
• Transform Query

27. Query Rules – Promoting Results

28. Query Rules – Result Blocks

29. Query Rules – Changed ranked results

30. Query Rules – Add content freshness to ranking

31. Query Rules – Add content freshness to ranking
http://www.techmikael.com/2013/10/
adding-freshness-boost-to-sharepoint.html

32. Search Query Tool
http://sp2013searchtool.codeplex.com/

33. Search Experiences in Office 365

34. The Microsoft Graph

35. The Microsoft Graph

36. The Microsoft Graph
Search
Find content & expertise faster
with search result relevance
powered by Graph

37. The Microsoft Graph
Delve
Search for and discover content
and expertise

38. Content Quality
Accuracy
CompletenessTimeliness

39. Search Quality Metrics
Number of Searches
Number of successful
Searches
Number of Searches with
Zero results
Results with no click
Most popular Queries Results clicked the most
Who’s performing the
most searches
(users/departments/roles)
Correlated searches
Speed / latency Total distinct search terms
Total distinct words Trends and historical
data/charts

40. What if I cannot find a document?
The document does not exist.
The document does exist - but is not in the search index.
The document does exist, is indexed – but I don’t have permission to
read it.

41. Search Adoption in Practice

42. Metrics
Get new staff to quickly start
using search to explore and
find resources.
How many new staff use
search in the first 2
months.
# of search
sessions/month for the
the new staff segment.

43. Proof of Concept (POC)
Initial requirements & conditions
Limited scope
• Functionality
• User Experience
• Content
• Users
• Etc.
Limited time frame

44. Project phases
Source: OlaSearch

45. Who Needs Governance?

46. Governance
The set of
policies, roles, responsibilities and processes
that guide, direct and control
how an organization’s business divisions and IT teams
cooperate
to achieve business goals.

47. Pillars of Governance
Security
Auditing
Reliability
Usability
Supportability

48. Roles and Responsibilities Matrix
Role Task Responsibility
Search Manager
Search Analyst
Search back-end
engineer
Search front-end
engineer
Search relevancy
engineer
Responsible
/
Accountable
/
Consulted
/
Informed

49. Search Governance Plan
Managing scopes of Search
Defining content sources
Defining and managing content types
Defining and managing metadata
Identifying promoted results
Using third-party tools or custom functionality to extend search
Search Analytics
Training end users

50. THANK YOU!
Agnes Molnar
Agnes.Molnar@SearchExplained.com
https://SearchExplained.com
@SearchExplained
https://SearchExplained.com/Vogin-IP-2017