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Search Quality Management
Agnes Molnar
Enterprise Search Consultant, Founder
Search Explained
Introduction – Agnes Molnar
 8 years MVP (SharePoint Server & Office 365)
 Enterprise Search, Information Architecture
 Community Leader
 Enterprise Search Consultant, Founder
 Worldwide Consultancy, Guidance, Trainings,
Workshops
 Web: http://SearchExplained.com
 Yammer: http://yammer.com/SearchExplained
 Twitter: @molnaragnes / @SearchExplained
 E-mail: agnes.molnar@SearchExplained.com
Agenda
 Enterprise Search – Real World Challenges
 What is Enterprise Search?
 Quality of Enterprise Search
 Action Plan
Enterprise Search – Real World
Challenges
Search is Easy!?
Find is the REAL Challenge!
Search = Users + Content + Context
Content
UsersContext
Common Requirements
 ‘I want Google-like Search in my Enterprise’
 ‘I want it just work.’
 ‘We have 666 million documents. I want to be able
to find everything.’
Formal Requirements
Business
goals
Scenarios &
use cases
Application
Lifecycle
Systems to
integrate
User
Experience
Metrics
Milestones Resources Experts
Enterprise Search – IT Project?
 Content evolves
 Users evolve
 Context evolves
 Search has to evolve, too!
 Add/Modify content source
 Add/Modify/Remove New metadata
 Modify/Improve UI
 New Search-Driven Applications
 Obsolete content
 …
Content
UsersContext
Enterprise Search – Business
Process!
Planning
ImplementationAnalysis
What Makes a Good
Enterprise Search?
Search Quality
 Quality of Results
 Relevance of Results
 Quality of User Experience
 Supportability and Maintainability
Quality of Information Architecture!!!
Quality of Results
 Various Content Sources
 Various Types of Content
 Structured and Unstructured Data
 Security is critical
 Metadata is essential
 User tagging
 Auto-tagging
 Advanced features vary system by system
Relevance of Results
 The order of results
 Enterprise SEO = Information Architecture!
 Ranking – METADATA based!
Custom Ranking Model On-Prem only
Query Rules and XRANK On-Prem + Cloud
Supportability
 Well-defined processes
 Well-defined roles
 Experts involved
 Consistent Management of
 Content Sources
 Search Metadata
 Search Configuration (Result Sources, Query Rules, …)
 User Interface (Results, Refiners, Hover Panel, custom
components, …)
Enterprise Search – Roles
Team Members
Internal External Liaison
Business Sponsors
Stakeholders
Project Management
IT
Search Admins
Developers
…
Consultants
Service Providers
Product Vendors
Developers
Act as Internal
Have Wide Search
Experience
and Knowledge
Understands the
Business
Well Organized
Liaise between Internal +
External
Quality Management
“Active Insurance”
How we Know Search is Good
(Enough)?
Users don’t complain
Users keep using it
Search 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
Correlated
searches
Speed /
latency
Total distinct
search terms
Total distinct
words
Trends and
historical
data/charts
Search Analytics
What
Metrics?
Who?
How
often?
What to do
with the
results?
Action Plan
Action Plan
 Start a Discussion!!
 Evaluate your current Search solution
 Evaluate your Content
 Collect Use Cases / Stories
 Identify Users / Audiences
Is Your Search Good Enough???
Action Plan
 Collect Feedbacks  Analyze  Take Actions
 Search Analytics Reports  Analyze  Take Actions
 Errors/warnings in the Crawl Log  Analyze  Fix
 Evaluate if any new Content Source is needed
 Evaluate if any new Type of Content is needed
 Improve Metadata
 Improve the UI
Measure and Analyze!
Planning
Implemen
tation
Analysis
Keep in Mind: FINDABILITY is more than SEARCH
Thank You!
 Web: http://SearchExplained.com
 Yammer: http://yammer.com/SearchExplained
 Twitter: @molnaragnes
 E-mail: agnes.molnar@SearchExplained.com

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Search Quality Management

  • 1. Search Quality Management Agnes Molnar Enterprise Search Consultant, Founder Search Explained
  • 2. Introduction – Agnes Molnar  8 years MVP (SharePoint Server & Office 365)  Enterprise Search, Information Architecture  Community Leader  Enterprise Search Consultant, Founder  Worldwide Consultancy, Guidance, Trainings, Workshops  Web: http://SearchExplained.com  Yammer: http://yammer.com/SearchExplained  Twitter: @molnaragnes / @SearchExplained  E-mail: agnes.molnar@SearchExplained.com
  • 3. Agenda  Enterprise Search – Real World Challenges  What is Enterprise Search?  Quality of Enterprise Search  Action Plan
  • 4. Enterprise Search – Real World Challenges
  • 6. Find is the REAL Challenge!
  • 7. Search = Users + Content + Context Content UsersContext
  • 8. Common Requirements  ‘I want Google-like Search in my Enterprise’  ‘I want it just work.’  ‘We have 666 million documents. I want to be able to find everything.’
  • 9. Formal Requirements Business goals Scenarios & use cases Application Lifecycle Systems to integrate User Experience Metrics Milestones Resources Experts
  • 10. Enterprise Search – IT Project?  Content evolves  Users evolve  Context evolves  Search has to evolve, too!  Add/Modify content source  Add/Modify/Remove New metadata  Modify/Improve UI  New Search-Driven Applications  Obsolete content  … Content UsersContext
  • 11. Enterprise Search – Business Process! Planning ImplementationAnalysis
  • 12.
  • 13. What Makes a Good Enterprise Search?
  • 14. Search Quality  Quality of Results  Relevance of Results  Quality of User Experience  Supportability and Maintainability Quality of Information Architecture!!!
  • 15. Quality of Results  Various Content Sources  Various Types of Content  Structured and Unstructured Data  Security is critical  Metadata is essential  User tagging  Auto-tagging  Advanced features vary system by system
  • 16. Relevance of Results  The order of results  Enterprise SEO = Information Architecture!  Ranking – METADATA based! Custom Ranking Model On-Prem only Query Rules and XRANK On-Prem + Cloud
  • 17. Supportability  Well-defined processes  Well-defined roles  Experts involved  Consistent Management of  Content Sources  Search Metadata  Search Configuration (Result Sources, Query Rules, …)  User Interface (Results, Refiners, Hover Panel, custom components, …)
  • 18. Enterprise Search – Roles Team Members Internal External Liaison Business Sponsors Stakeholders Project Management IT Search Admins Developers … Consultants Service Providers Product Vendors Developers Act as Internal Have Wide Search Experience and Knowledge Understands the Business Well Organized Liaise between Internal + External Quality Management “Active Insurance”
  • 19. How we Know Search is Good (Enough)? Users don’t complain Users keep using it
  • 20. Search 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 Correlated searches Speed / latency Total distinct search terms Total distinct words Trends and historical data/charts
  • 23. Action Plan  Start a Discussion!!  Evaluate your current Search solution  Evaluate your Content  Collect Use Cases / Stories  Identify Users / Audiences Is Your Search Good Enough???
  • 24. Action Plan  Collect Feedbacks  Analyze  Take Actions  Search Analytics Reports  Analyze  Take Actions  Errors/warnings in the Crawl Log  Analyze  Fix  Evaluate if any new Content Source is needed  Evaluate if any new Type of Content is needed  Improve Metadata  Improve the UI Measure and Analyze! Planning Implemen tation Analysis
  • 25. Keep in Mind: FINDABILITY is more than SEARCH
  • 26. Thank You!  Web: http://SearchExplained.com  Yammer: http://yammer.com/SearchExplained  Twitter: @molnaragnes  E-mail: agnes.molnar@SearchExplained.com

Editor's Notes

  1. Display Templates Query Builder Result Sources Query Rules
  2. “An average person today processed more information in a single day than a person in the 1500’s did in an entire lifetime.”
  3. Identifying them is critical – but not easy at all!!!
  4. Resources Organization and resources
  5. Search has a Complex Lifecycle
  6. + Maintenance + Administration Iterations Agile Start in Small, roll out to big
  7. Content Freshness
  8. http://blog.leeromero.org/2009/01/20/search-analytics-basic-metrics/ Let’s make it to be more formal!
  9. Starting discussion might be painful
  10.  our session tomorrow Making Sense of the Information Jungle and the Path That Lies Ahead