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Joel Oleson 
Director of Search Strategy 
BA Insight 
Collabshow.com 
@joeloleson
Microsoft’s go-to ISV for 
Enterprise Search 
Focused on Search and 
SharePoint since 2004 
About Joel Oleson 
• Director of Search 
Strategy, BA Insight 
• First SharePoint admin 
• Top social media 
influencer 
Who Am I? 
Passionate About 
• Search 
• SharePoint 
• Search-based 
applications 
• Community 
• Travel 
Connect 
@joeloleson 
CollabShow.com 
TravelingEpic.com
Knowledge Integration Platform 
3 
Search-Driven Applications 
Knowledge 
Center 
Help 
Desk Intranet Portal 
Product 
Catalog 
Knowledge 
Integration 
Platform 
User Experience 
Engine 
Content Classification 
Engine 
Content Connectivity 
Engine 
User Experience Engine - drives remarkable 
user experiences for finding and exploring 
knowledge or experts via an extensible engine and 
a library of powerful components 
Content Classification Engine - increases 
findability using auto-tagging, metadata 
generation, and text analytics 
Content Connectivity Engine - provides 
secure connectivity to a wide variety of content 
systems, enabling unified views of all knowledge 
assets
Killer Apps are Search Apps 
Enterprise search projects often fail because they do not meet users’ 
expectations and do not deliver a remarkable user experience.
Pillars of Search 
4 Pillars of Search Strategy 
• Context 
• Content 
• Metadata 
• UX
Pillars of Search 
4 Pillars of Search Strategy 
Context
Who Are You?
Does Context Really Matter? 
Eric Cartman 
Student 
Colorado 
Kim Kardashian 
Author “Selfie Book” 
Los Angeles 
Gene Simmons 
Rock Star 
Los Angeles 
Phil Robertson 
Small Biz Owner 
Louisiana Bayou 
Parody and Photos characters and brands property of South Park studios, Kim’s Selfie, TLC, and A&E Networks
Context Matters in the Business 
Marketing Sales Consulting Procurement Production Research IT Support HR / Legal 
Enterprise 
content 
Users need to find different information 
depending on their role , location, 
responsibility and task at hand
SharePoint Demo: UCDenver - Context 
• http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
Pillars of Search 
4 Pillars of Search Strategy 
Content
Why not just index everything, 
so I can be like Google.
How much do they actually index? 
5.6% 1.7% 1% 
Size of the Web 
> 1,000,000,000,000 unique links to pages found Source: Google Blog
Reality for some…
Anatomy of a Search: 
Internet search has changed expectations for enterprise search 
Revenue 
$59.8 Billion Dollars in 2013 
Relevancy 
3000+ Engineers Tuning Relevancy 
Tagged 
100,000+ keywords managed + SEO 
Contextual 
Dynamically driven results
SharePoint’s Algorithm
Ranking Strategies 
Level 1: Authoritative Sources 
Official Corp, HR Policies, Cafeteria 
Holidays, Best Bets, Recommended, etc… 
Alt Sources: CRM, PeopleSoft, Profiles 
Level 2: Published “Polished” 
WCM, Records, Doc Mgmt, Catalogs 
Alt Sources: IIS, Documentum, ICE, KBs 
Level 3: Work in Progress 
Social & Collab Sources 
Team Sites, Social, & Collab, blogs 
Alt Sources: PFs, eRooms, File Shares, 
Level 4: Personal Content 
Desktop, My Sites, File Shares, Dropbox 
Level 5: Highly Classified 
Sensitive/Do Not Index 
Secure Locations… Invoicing, LCA, Financial 
Default Search 
Research Deep Search 
90% of Searches 
>1% of content 
5% of Searches 
10% of content 
2% of Searches 
40% of content 
>1% of Searches 
50% of content
What is an Authoritative Source? 
They have learned to only index authoritative sources
Pillars of Search 
4 Pillars of Search Strategy 
Metadata
Classes of Search Users
Why Enterprise Search Projects Fail… 
Rarely able to find relevant data 
• Research shows minimum of 27 characters is needed for relevancy in the enterprise 
• The average search is only 1.2 words 
Successful enterprise search 
requires users to be precise with an 
understanding of how to build 
intricate search queries. 
Jakob Nielsen, Prioritizing Web Usability
Search User Tips 
• Default Search sorted by Relevancy 
• Free Text Queries 
• Word or Multiple words (default will AND words) 
• Phrase (in quotes) 
• Boolean (CAPS required) 
• AND, OR, NOT 
• Wildcard Search (Must be on last word) 
• search fed* 
• "micro*" finds documents that contain "Microsoft" or 
"microchip"
Search Tips Cont. 
• Property Search 
• Author:"William Zuckermann" 
• Filetype:xls (Filetype:XLS OR Filetype:XLSX) 
• Filename: "federated search" 
• Title: "search" 
• Property Operators :=<>.. 
• Proximity 
• Acquisition NEAR debt 
• Keyword Query Language (KQL) advanced queries directly 
in the search box: ("wind farms" OR "solar panels") AND 
(title:"innovations" OR title:"technologies")
Refinement vs. Exploration 
http://jeffwongdesign.com/2012/05/refinement-vs-exploration/
The New Role of Taxonomy – Noise Reduction 
Eliminate Noise from Queries
Pillars of Search 
4 Pillars of Search Strategy 
UX
usa.denon.com
Mightycampers.co.nz
Marshfieldclinic.org
Millikencarpet.com 
• http://www.millikencarpet.com
Recommendations… 
Continually analyze, gather feedback and tune your 
search service and index 
• Manage Recommend Results 
• Create and manage Visual Catalog 
• Add Promoted Results for Common Queries 
• Mange Term Store, Managed Metadata 
• Review Search Reports 
• Eliminate “Junk” from default search experience
Wrap-Up Q&A 
Please rate this session! 
Fill out the survey form

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Search Strategy for Enterprise SharePoint 2013 - Vancouver SharePoint Summit

  • 1. Joel Oleson Director of Search Strategy BA Insight Collabshow.com @joeloleson
  • 2. Microsoft’s go-to ISV for Enterprise Search Focused on Search and SharePoint since 2004 About Joel Oleson • Director of Search Strategy, BA Insight • First SharePoint admin • Top social media influencer Who Am I? Passionate About • Search • SharePoint • Search-based applications • Community • Travel Connect @joeloleson CollabShow.com TravelingEpic.com
  • 3. Knowledge Integration Platform 3 Search-Driven Applications Knowledge Center Help Desk Intranet Portal Product Catalog Knowledge Integration Platform User Experience Engine Content Classification Engine Content Connectivity Engine User Experience Engine - drives remarkable user experiences for finding and exploring knowledge or experts via an extensible engine and a library of powerful components Content Classification Engine - increases findability using auto-tagging, metadata generation, and text analytics Content Connectivity Engine - provides secure connectivity to a wide variety of content systems, enabling unified views of all knowledge assets
  • 4. Killer Apps are Search Apps Enterprise search projects often fail because they do not meet users’ expectations and do not deliver a remarkable user experience.
  • 5. Pillars of Search 4 Pillars of Search Strategy • Context • Content • Metadata • UX
  • 6. Pillars of Search 4 Pillars of Search Strategy Context
  • 7.
  • 8.
  • 10. Does Context Really Matter? Eric Cartman Student Colorado Kim Kardashian Author “Selfie Book” Los Angeles Gene Simmons Rock Star Los Angeles Phil Robertson Small Biz Owner Louisiana Bayou Parody and Photos characters and brands property of South Park studios, Kim’s Selfie, TLC, and A&E Networks
  • 11. Context Matters in the Business Marketing Sales Consulting Procurement Production Research IT Support HR / Legal Enterprise content Users need to find different information depending on their role , location, responsibility and task at hand
  • 12. SharePoint Demo: UCDenver - Context • http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
  • 13. Pillars of Search 4 Pillars of Search Strategy Content
  • 14. Why not just index everything, so I can be like Google.
  • 15. How much do they actually index? 5.6% 1.7% 1% Size of the Web > 1,000,000,000,000 unique links to pages found Source: Google Blog
  • 17. Anatomy of a Search: Internet search has changed expectations for enterprise search Revenue $59.8 Billion Dollars in 2013 Relevancy 3000+ Engineers Tuning Relevancy Tagged 100,000+ keywords managed + SEO Contextual Dynamically driven results
  • 19. Ranking Strategies Level 1: Authoritative Sources Official Corp, HR Policies, Cafeteria Holidays, Best Bets, Recommended, etc… Alt Sources: CRM, PeopleSoft, Profiles Level 2: Published “Polished” WCM, Records, Doc Mgmt, Catalogs Alt Sources: IIS, Documentum, ICE, KBs Level 3: Work in Progress Social & Collab Sources Team Sites, Social, & Collab, blogs Alt Sources: PFs, eRooms, File Shares, Level 4: Personal Content Desktop, My Sites, File Shares, Dropbox Level 5: Highly Classified Sensitive/Do Not Index Secure Locations… Invoicing, LCA, Financial Default Search Research Deep Search 90% of Searches >1% of content 5% of Searches 10% of content 2% of Searches 40% of content >1% of Searches 50% of content
  • 20. What is an Authoritative Source? They have learned to only index authoritative sources
  • 21. Pillars of Search 4 Pillars of Search Strategy Metadata
  • 23. Why Enterprise Search Projects Fail… Rarely able to find relevant data • Research shows minimum of 27 characters is needed for relevancy in the enterprise • The average search is only 1.2 words Successful enterprise search requires users to be precise with an understanding of how to build intricate search queries. Jakob Nielsen, Prioritizing Web Usability
  • 24. Search User Tips • Default Search sorted by Relevancy • Free Text Queries • Word or Multiple words (default will AND words) • Phrase (in quotes) • Boolean (CAPS required) • AND, OR, NOT • Wildcard Search (Must be on last word) • search fed* • "micro*" finds documents that contain "Microsoft" or "microchip"
  • 25. Search Tips Cont. • Property Search • Author:"William Zuckermann" • Filetype:xls (Filetype:XLS OR Filetype:XLSX) • Filename: "federated search" • Title: "search" • Property Operators :=<>.. • Proximity • Acquisition NEAR debt • Keyword Query Language (KQL) advanced queries directly in the search box: ("wind farms" OR "solar panels") AND (title:"innovations" OR title:"technologies")
  • 26.
  • 27. Refinement vs. Exploration http://jeffwongdesign.com/2012/05/refinement-vs-exploration/
  • 28. The New Role of Taxonomy – Noise Reduction Eliminate Noise from Queries
  • 29. Pillars of Search 4 Pillars of Search Strategy UX
  • 34.
  • 35. Recommendations… Continually analyze, gather feedback and tune your search service and index • Manage Recommend Results • Create and manage Visual Catalog • Add Promoted Results for Common Queries • Mange Term Store, Managed Metadata • Review Search Reports • Eliminate “Junk” from default search experience
  • 36. Wrap-Up Q&A Please rate this session! Fill out the survey form

Editor's Notes

  1. User Context in search is all about augmenting a search query with information that gives the query a greater level of meaning, or ‘understanding’. As an organization we have access to information about a user that Web Search engines could only dream of – this is one of the levers that enterprises can use to bring a greater level of relevance to search inside the firewall. Context is about information flowing to a user – the right information, at the right time – depending on where they are, what they’re doing, and what they need – one view. It’s important to highlight that knowing the ‘what’, ‘why’, and ‘who’ of a search query you have greater control in bringing back better quality results. In this case the ‘what’ is the question that the user is asking of the search application, the ‘why’ is a reflection of the business need, and the ‘who’ is the context or environment of the user.