How Search 2.0 Has
Been Redefined by
  Enterprise 2.0
          Carl Frappaolo
    Information Architected, Inc.
62% of corporate users
believe that finding information inside the
  firewall needed to execute their job is
       difficult and time consuming.
82% believe experience with thefor
consumer web has created demand
     improved enterprise search
1
Search
Web 2.0 = E2.0
Karina Meiri <karina.meiri@tufts.edu>




                                        6
Why Isn’t Search Enough?
56% have
   no strategy
for enterprise search
1
17
18
(ECMs)
                           SEARCH
                                        E-Mail &
           Intranet(s)                 Attachments
                                         SEARCH
            SEARCH




    Web/
                         Information               Online
Enterprise 2.o
                          Workplace               Libraries
   SEARCH                                         SEARCH




            Desktop
                 Files                  BPM Logs
             SEARCH
                            ERP          SEARCH

                           SEARCH
                                                              12
Karina Meiri <karina.meiri@tufts.edu>




                                        13
Its NOT Search
- Its Findability
Findability
                                          Structure, meaning
Needs,behaviors                           Document/data types,content
Information needs, audience types,        objects, meta-information, existing
expertise, experience,tasks,              structure, future structure, volume
information seeking
behaviors



                Community                  Content

                                     IA
Culture, technology
Business models & goals,
Corporate culture, technology,
funding, politics, resources,
                                 Context
constraints
Only 15%      feel findability as
opposed to “search” is understood and
 addressed within their organization.
What is Information Architecture?
IA is the art and science of structuring
  organizing, and labeling information to
  help people find and manage information
                    Browsing Aids


     Information         Enabling
                         Components
     Architecture
                         Content & Tasks

                       Search Aids

                                           Rosenfeld & Morville
Phase 1               Phase 2                Phase 3                  Phase 4                   Phase 5


  Research                   Strategy              Design                 Implementation             Administration



Review existing      Create conceptual     Transform high-level   Build, Test, Launch      Evaluate & Improve
materials to         framework for         strategy into an IA
gain high-level      Structuring &                                Includes:                Day to Day Maintenance:
understanding of     organizing web site                          − Organizing & Tagging   (effort required tied directly
goals/business       High-level            The most “work”          Documents              to content churn)
context, existing                          happens here:          − Testing                − Select & Evaluate new
IA, content, &       Recommends:           − Controlled vocabs.   − Troubleshooting         content
Intended audiences   − IA Administration   − Taxonomies           − Developing             − Classification management
                     − Technology          − Thesauri               Documentation          − Indexing management
Meetings with          Integration         − Metadata schema      − Developing Training    − CV & Thesauri management
strategy team,       − Top-down vs         − Blueprints             Programs
content owners,        Bottom-up           − Wireframes                                    Periodic Evaluation/Updates
IT, users,           − Organization &
stakeholders          Labeling Systems                                                     Continuous Evaluation &
                     − Doc Type ID                                                         Improvement
                     − Metadata field
                      Definitions
                     − Navigation System
                      Design
Users
Who are they?
Which audiences are the most important?
What motivates them to come to
this site?
What do they want from this site?
What do they need from this site?
How do they navigate?
What terms do they use to
search, browse, and
 classify information?
What are their most important
information needs?
Content
How do I get my arms around the content we have?
What content has value?
What content can I get rid of?
How do I make answers emerge from content?
How should content be
organized and labeled?
What is this content object?
How can I describe it?
What distinguishes it
from other content objects?
How can I make it findable?
Context
  Who in this organization makes the decisions?
What are the primary business goals and objectives
  for increased findability?
What does the decision-maker want from the site?
What political and cultural factors might impact
 the architecture?
What similar initiatives
 have worked in the past?
What similar initiatives have
 failed in the past and why?
What resources (people,
technology, time, $$$)
 are available?
How will the architecture be
maintained?
Needles & Haystacks
                               Needles & haystacks
   •!   A known needle in a known haystack
   •!   A known needle in an unknown haystack
   •!
   •!
                               Needles & Haystacks
        An unknown needle in an unknown haystack
        Any needle in a haystack
   •!   The sharpest needle in a haystack
   •!   Most of the sharpest needles in a haystack
   •!   All of the needles in a haystack
   •!   Affirmation of no needles in any haystack
   •!   Things like needles in any haystack
   •!   Let me know whenever a new needle shows up
   •!   Where are the haystacks?
   •!   Needles, haystacks - whatever

        End game of IR is finding whatever needle/
        haystack you are looking for - whether you know it
        exists or not...
Delphi Group • 10 Post Office Square • Boston, MA 02109-4603 • (617) 247-1511v (617) 247-4957f • www.delphigroup.com
©2005 Delphi Group, A Perot Systems Company                                                                            Dr. Mathew Koll
Putting Together a Stratgey and Design
   Top-Down vs. Bottom-Up
Organizational Schemes
Exact Schemes: divide information into well-defined and
mutually exclusive sections (easy to design, maintain, and use)
  –Alphabetical
  –Chronological
  –Geographical
Ambiguous Schemes: divide information into categories
that defy exact definition (difficult to design & maintain, can be
difficult to use. Supports process of associative learning by
grouping items in intellectually meaningful ways)
    –Topic or Subject
    –Task-oriented
    –Audience
Search
 Federated/Universal
Search Zones
Agents
Parametric / Hybrids
   Sharing tags
Analytics and Suggestions
Relevancy Ranking
Relevancy Ranking

Date
(Weighted) Term Summing
Omni-term skewing
Term density and proximity
Links and conections
Analytics (Explicit and Implicit)
User preferences and affiliations
Dynamic/User controlled?
Types of Controlled Vocabularies
                                                    cuisinart
                                                                  cuizinart
                                      Kitchen aid


 •Synonym ring                         kitchenaid
                                                 Food processor
                                                               blender




 •Authority files                CT Connecticut, Con, Conn, Conneticut
                                 LA Louisiana, Loosiana, Louanna




 •Classification
 Schemes

 •Thesaurus
                                           Wine (BT)


                        Bubbly (VT)    Sparkling Wine           Champagne (VT)
                                            (PT)
                      Weddings (RT)   Brut Champagne            Mimosas (RT)
                                            (NT)



 •Ontologies
Search Brings Results... TOO MANY Wrong Results

                                          Potential
                                           Answer
                                                      Enterprise             Potential       Potential      Potential
                                                                              Answer          Answer         Answer
                                                       Content                                        The
        You               Search                                                                     Answer
                                                 Potential     Potential   Potential     Potential   Potential Potential
                                                  Answer        Answer      Answer        Answer      Answer Answer




                                                 Elapsed time:
                                                    Hours
1. You Search                                                     4. Check 2nd result
                                                                  Not the right answer
                2. You Find MANY hits
                                                                  ... Check ### result
                                        3. Check 1st result       Not the right answer
                                        Not the right answer                                 Later that day:
                                                                  ... Check ### result
                                                                                             Did I get the right
                                                                  Not the right answer
                                                                                             answer?
                                                                  ... Check ### result       Did the opportunity pass
                                                                  Not the right answer       us by?
                                                                  ... Check ### result       Is this the most current
                                                                  Not the right answer       information?

                                                                  ?!@^%$!
Findability Guides the User to Find THE Answer
                                  Potential
                                   Answer                                   Potential                      Potential




                                                                          Tax




                                                                                               An
                                                    Potential                Answer                         Answer



                               Inte




                                                    Sea
                                                                                                                          The




                                                                                                aly
                                                                             o
                                                     Answer
         You




                                                                           nom
                                                        rch
                                 rfa




                                                                                                    tics
                                                                                                                       Answer
                                                                                                                   Potential
                                                                           Potential     Potential     Potential

                                   ce
                                                              Potential




                                                                             y
                                                                            Answer        Answer        Answer     Answer
                                         Potential             Answer
                                          Answer


1. You have a need to   2. Interface exposes      3. Search provides some        4. Taxonomy provides a    6. When all of these
extract valuable        multiple ways to get to   precision in retrieval,        further layer of          components are used in
information from the    information, the          but can often include          precision                 tandem, you are
vast collection of      simplest being a shared   false positives or                                       provided with “the
Enterprise Content      drive or arrangement by   content irrelevant to          5. Analytics provides     answer”
                        file folders              your focus                     further precision by
                                                                                 putting the query and
                                                                                 content in context




                                  Search is only
                                  PART of the
                                  answer
!
ACME General Hospital



http://www.ACME-General.com

                          XXX




                              XXX




                                    !
!
Areas of Medicine                   Members
               Respiratory
                  Diseases & Treatments
               Oncology
                  Treatment               Dr. Mark Robbins - Chief Surgery - ACME General
                  Research                Hospital - is a specialist in eyes ears and throat       Docum
                                          surgery and oncology. His recent experience
                                          includes experimental procedures in the treatment        patent
                                          of laser surgery related to stigmatism.
                                                                                                   author
 reas of experience                       He holds two patents and a trademark for his
                                          work in nano-based technology for providing              attorne
or this attorney                          sight to the blind.
                                                                                               !
                                          He us a graduate of the University of Illinois,
                                          and did his residency at the New England
                                          (more)

                                                                                                   Matters
                                                                                                   patent
                                                                                                   that thi
                                                                                                   billed o
Let’s Get 2.0
    www.informationarchitected.com
    Facebook: Information Architected
    Twitter: @IAI


    cf@informationarchitected.com
    Facebook: Carl Frappaolo
    Twitter: @carlfrappaolo

How Search 2.0 Has Been Redefined by Enterprise 2.0

  • 1.
    How Search 2.0Has Been Redefined by Enterprise 2.0 Carl Frappaolo Information Architected, Inc.
  • 2.
    62% of corporateusers believe that finding information inside the firewall needed to execute their job is difficult and time consuming.
  • 3.
    82% believe experiencewith thefor consumer web has created demand improved enterprise search
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
    56% have no strategy for enterprise search
  • 9.
  • 10.
  • 11.
  • 12.
    (ECMs) SEARCH E-Mail & Intranet(s) Attachments SEARCH SEARCH Web/ Information Online Enterprise 2.o Workplace Libraries SEARCH SEARCH Desktop Files BPM Logs SEARCH ERP SEARCH SEARCH 12
  • 13.
  • 14.
    Its NOT Search -Its Findability
  • 15.
    Findability Structure, meaning Needs,behaviors Document/data types,content Information needs, audience types, objects, meta-information, existing expertise, experience,tasks, structure, future structure, volume information seeking behaviors Community Content IA Culture, technology Business models & goals, Corporate culture, technology, funding, politics, resources, Context constraints
  • 16.
    Only 15% feel findability as opposed to “search” is understood and addressed within their organization.
  • 17.
    What is InformationArchitecture? IA is the art and science of structuring organizing, and labeling information to help people find and manage information Browsing Aids Information Enabling Components Architecture Content & Tasks Search Aids Rosenfeld & Morville
  • 18.
    Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Research Strategy Design Implementation Administration Review existing Create conceptual Transform high-level Build, Test, Launch Evaluate & Improve materials to framework for strategy into an IA gain high-level Structuring & Includes: Day to Day Maintenance: understanding of organizing web site − Organizing & Tagging (effort required tied directly goals/business High-level The most “work” Documents to content churn) context, existing happens here: − Testing − Select & Evaluate new IA, content, & Recommends: − Controlled vocabs. − Troubleshooting content Intended audiences − IA Administration − Taxonomies − Developing − Classification management − Technology − Thesauri Documentation − Indexing management Meetings with Integration − Metadata schema − Developing Training − CV & Thesauri management strategy team, − Top-down vs − Blueprints Programs content owners, Bottom-up − Wireframes Periodic Evaluation/Updates IT, users, − Organization & stakeholders Labeling Systems Continuous Evaluation & − Doc Type ID Improvement − Metadata field Definitions − Navigation System Design
  • 19.
    Users Who are they? Whichaudiences are the most important? What motivates them to come to this site? What do they want from this site? What do they need from this site? How do they navigate? What terms do they use to search, browse, and classify information? What are their most important information needs?
  • 20.
    Content How do Iget my arms around the content we have? What content has value? What content can I get rid of? How do I make answers emerge from content? How should content be organized and labeled? What is this content object? How can I describe it? What distinguishes it from other content objects? How can I make it findable?
  • 21.
    Context Whoin this organization makes the decisions? What are the primary business goals and objectives for increased findability? What does the decision-maker want from the site? What political and cultural factors might impact the architecture? What similar initiatives have worked in the past? What similar initiatives have failed in the past and why? What resources (people, technology, time, $$$) are available? How will the architecture be maintained?
  • 22.
    Needles & Haystacks Needles & haystacks •! A known needle in a known haystack •! A known needle in an unknown haystack •! •! Needles & Haystacks An unknown needle in an unknown haystack Any needle in a haystack •! The sharpest needle in a haystack •! Most of the sharpest needles in a haystack •! All of the needles in a haystack •! Affirmation of no needles in any haystack •! Things like needles in any haystack •! Let me know whenever a new needle shows up •! Where are the haystacks? •! Needles, haystacks - whatever End game of IR is finding whatever needle/ haystack you are looking for - whether you know it exists or not... Delphi Group • 10 Post Office Square • Boston, MA 02109-4603 • (617) 247-1511v (617) 247-4957f • www.delphigroup.com ©2005 Delphi Group, A Perot Systems Company Dr. Mathew Koll
  • 23.
    Putting Together aStratgey and Design Top-Down vs. Bottom-Up
  • 24.
    Organizational Schemes Exact Schemes:divide information into well-defined and mutually exclusive sections (easy to design, maintain, and use) –Alphabetical –Chronological –Geographical Ambiguous Schemes: divide information into categories that defy exact definition (difficult to design & maintain, can be difficult to use. Supports process of associative learning by grouping items in intellectually meaningful ways) –Topic or Subject –Task-oriented –Audience
  • 25.
    Search Federated/Universal Search Zones Agents Parametric/ Hybrids Sharing tags Analytics and Suggestions Relevancy Ranking
  • 26.
    Relevancy Ranking Date (Weighted) TermSumming Omni-term skewing Term density and proximity Links and conections Analytics (Explicit and Implicit) User preferences and affiliations Dynamic/User controlled?
  • 27.
    Types of ControlledVocabularies cuisinart cuizinart Kitchen aid •Synonym ring kitchenaid Food processor blender •Authority files CT Connecticut, Con, Conn, Conneticut LA Louisiana, Loosiana, Louanna •Classification Schemes •Thesaurus Wine (BT) Bubbly (VT) Sparkling Wine Champagne (VT) (PT) Weddings (RT) Brut Champagne Mimosas (RT) (NT) •Ontologies
  • 28.
    Search Brings Results...TOO MANY Wrong Results Potential Answer Enterprise Potential Potential Potential Answer Answer Answer Content The You Search Answer Potential Potential Potential Potential Potential Potential Answer Answer Answer Answer Answer Answer Elapsed time: Hours 1. You Search 4. Check 2nd result Not the right answer 2. You Find MANY hits ... Check ### result 3. Check 1st result Not the right answer Not the right answer Later that day: ... Check ### result Did I get the right Not the right answer answer? ... Check ### result Did the opportunity pass Not the right answer us by? ... Check ### result Is this the most current Not the right answer information? ?!@^%$!
  • 29.
    Findability Guides theUser to Find THE Answer Potential Answer Potential Potential Tax An Potential Answer Answer Inte Sea The aly o Answer You nom rch rfa tics Answer Potential Potential Potential Potential ce Potential y Answer Answer Answer Answer Potential Answer Answer 1. You have a need to 2. Interface exposes 3. Search provides some 4. Taxonomy provides a 6. When all of these extract valuable multiple ways to get to precision in retrieval, further layer of components are used in information from the information, the but can often include precision tandem, you are vast collection of simplest being a shared false positives or provided with “the Enterprise Content drive or arrangement by content irrelevant to 5. Analytics provides answer” file folders your focus further precision by putting the query and content in context Search is only PART of the answer
  • 30.
  • 31.
  • 32.
  • 33.
    Areas of Medicine Members Respiratory Diseases & Treatments Oncology Treatment Dr. Mark Robbins - Chief Surgery - ACME General Research Hospital - is a specialist in eyes ears and throat Docum surgery and oncology. His recent experience includes experimental procedures in the treatment patent of laser surgery related to stigmatism. author reas of experience He holds two patents and a trademark for his work in nano-based technology for providing attorne or this attorney sight to the blind. ! He us a graduate of the University of Illinois, and did his residency at the New England (more) Matters patent that thi billed o
  • 34.
    Let’s Get 2.0 www.informationarchitected.com Facebook: Information Architected Twitter: @IAI cf@informationarchitected.com Facebook: Carl Frappaolo Twitter: @carlfrappaolo