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How to be successful with search in your organisation

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

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How to be successful with search in your organisation

  1. 1. How to be Successful with Search in Your Organization Agnes Molnar, Search Explained Agnes.Molnar@SearchExplained.com @SearchExplained
  2. 2. Workshop Resources https://SearchExplained.com/Vogin-IP-2017
  3. 3. Search & People Source: http://searchpatterns.org
  4. 4. Enterprise Search Connects people to the information they need to get their jobs done.
  5. 5. Enterprise Search Search technology that your organization owns and controls
  6. 6. Find is the REAL Challenge!
  7. 7. The Search Processes Crawling Indexing Calculating Initial Relevance Querying Presenting Results Capturing Clicks Analyzing Suggesting Tuning
  8. 8. Search Processes
  9. 9. Crawling & Indexing
  10. 10. Crawling & Indexing
  11. 11. Query Processing
  12. 12. Search Topology Components Source: MSDN
  13. 13. Hybrid Search
  14. 14. 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
  15. 15. 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
  16. 16. USER EXPERIENCE - CUSTOMIZATIONS
  17. 17. Refinement Result Type & Display Template On Hover Panel Queries & Query Rules
  18. 18. Manual vs. Auto-Tagging Manual Tagging Auto-Tagging • Entity Extraction • Pre-defined taxonomy-based tagging/classification • Machine learning
  19. 19. Result Set (out-of-the-box)
  20. 20. Refinement Panel
  21. 21. Result Set - Documents
  22. 22. Result Set – Food Recipes & Nutritions
  23. 23. Result Set - Tasks
  24. 24. Query Rules • Query conditions • Promote Results • Result Blocks • Transform Query
  25. 25. Query Rules – Promoting Results
  26. 26. Query Rules – Result Blocks
  27. 27. Query Rules – Changed ranked results
  28. 28. Query Rules – Add content freshness to ranking
  29. 29. Query Rules – Add content freshness to ranking http://www.techmikael.com/2013/10/ adding-freshness-boost-to-sharepoint.html
  30. 30. Search Query Tool http://sp2013searchtool.codeplex.com/
  31. 31. Search Experiences in Office 365
  32. 32. The Microsoft Graph
  33. 33. The Microsoft Graph
  34. 34. The Microsoft Graph Search Find content & expertise faster with search result relevance powered by Graph
  35. 35. The Microsoft Graph Delve Search for and discover content and expertise
  36. 36. Content Quality Accuracy CompletenessTimeliness
  37. 37. 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
  38. 38. 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.
  39. 39. Search Adoption in Practice
  40. 40. 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.
  41. 41. Proof of Concept (POC) Initial requirements & conditions Limited scope • Functionality • User Experience • Content • Users • Etc. Limited time frame
  42. 42. Project phases Source: OlaSearch
  43. 43. Who Needs Governance?
  44. 44. 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.
  45. 45. Pillars of Governance Security Auditing Reliability Usability Supportability
  46. 46. 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
  47. 47. 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
  48. 48. THANK YOU! Agnes Molnar Agnes.Molnar@SearchExplained.com https://SearchExplained.com @SearchExplained https://SearchExplained.com/Vogin-IP-2017

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