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Enterprise Search Strategy
Four Pillars of Search
Joel Oleson
Director of Enterprise Search Strategy
BA Insight
@joeloleson
Microsoft’s go-to ISV for
Enterprise Search
Focused on Search and
SharePoint since 2004
Search Industry Leader
About Joel Oleson
• Director of Search
Strategy, BA Insight
• First SharePoint
admin
• Top social media
influencer
Meet Joel Oleson…
Passionate About
• Search
• SharePoint
• Search-based
applications
• Community
• Travel
Connect
@joeloleson
CollabShow.com
TravelingEpic.com
Enterprise search projects often fail because they do not meet users’
expectations and do not deliver a remarkable user experience.
Killer Apps are Search Apps
Pillars of Search
4 Pillars of Search Strategy
• Context
• Content
• Metadata
• UX
Pillars of Search
4 Pillars of Search Strategy
Context
Casablanca SharePoint Days Enterprise Search Strategy
Casablanca SharePoint Days Enterprise Search Strategy
Who Are You?
Context Matters in the Business
Users need to find differentinformation
dependingon their role , location,
responsibility and task at hand
Enterpri
se
content
Marketing Sales ProcurementConsulting Research HR / LegalIT SupportProduction
SharePoint Demo: UCDenver - Context
http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
Pillars of Search
4 Pillars of Search Strategy
Content
MYTH: More is better….
Why not just index everything?
so I can be like Google and
Bing.
How much do they actually index?
5.6% 1%1.7%
Size of the Web
> 1,000,000,000,000 unique links to pages found Source: Google Blog
Anatomy of a Search:
Revenue
$59.8 Billion Dollars in 2013
Relevancy
3000+ Engineers Tuning Relevancy
Internet search has changed expectations for enterprise search
Tagged
100,000+ keywords managed + SEO
Contextual
Dynamically driven results
SharePoint’s Algorithm
What is an Authoritative Source?
They have learned to only index authoritative sources
Tiered Ranking Strategies
Level 1: Authoritative
Sources
Intranet, Official Corp,
Policies
Level 3: Work in Progress
Social & Collab Sources
Level 4: Personal Content
– OneDrive +
Level 5: Highly Classified
Sensitive/Do Not Index
Level 2: Published
“Polished”
DefaultSearch
DeepSearch 90% of Searches
>1% of content
5% of Searches
10% of content
2% of Searches
40% of content
>1% of Searches
50% of content
usa.denon.com
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
Jakob Nielsen, Prioritizing Web
Usability
Successful enterprise search
requires users to be precise with an
understanding of how to build
intricate search queries.
• 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”
• Property Search
• Author:"William Zuckermann"
• Filetype:xls (Filetype:XLS OR Filetype:XLSX)
• Filename: "federated search"
Search User Tips
Casablanca SharePoint Days Enterprise Search Strategy
Refinement vs. Exploration
http://jeffwongdesign.com/2012/05/refinement-vs-exploration/
The New Role of Taxonomy – Noise Reduction
Eliminate Noise from Queries
http://vimeo.com/105365009
Pillars of Search
4 Pillars of Search Strategy
UX
Millikencarpet.com
• http://www.millikencarpet.com
Marshfieldclinic.org
Reality for some…
Casablanca SharePoint Days Enterprise Search Strategy
What you can do!
Continually analyze, gather feedback and tune your
search service and index
• Index and Enrich the RIGHT content
• Manage Recommend Results
• Create and manage Visual Catalog of important items
• Add Promoted Results for Common Queries
• Mange Term Store, Managed Metadata for
Refinement
• Review Search Reports
• Eliminate “Junk” from default search experience
Nos partenaires
Platine
Gold
Silver
Bronze
Affichage
Thank you for your attention!
This presentation will be available on the
Casablanca SharePoint Days web site after the
event.
Merci de votre attention !
Cette présentation sera disponible sur le site internet
de SharePoint Days Casablanca, après l’événement.
SVP évaluez ma session!
Complétez le sondage et courez la chance
de gagner une tablette Surface
Please rate this session!
Fill out the survey and get a chance to win a Surface

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Casablanca SharePoint Days Enterprise Search Strategy

  • 1. Enterprise Search Strategy Four Pillars of Search Joel Oleson Director of Enterprise Search Strategy BA Insight @joeloleson
  • 2. Microsoft’s go-to ISV for Enterprise Search Focused on Search and SharePoint since 2004 Search Industry Leader About Joel Oleson • Director of Search Strategy, BA Insight • First SharePoint admin • Top social media influencer Meet Joel Oleson… Passionate About • Search • SharePoint • Search-based applications • Community • Travel Connect @joeloleson CollabShow.com TravelingEpic.com
  • 3. Enterprise search projects often fail because they do not meet users’ expectations and do not deliver a remarkable user experience. Killer Apps are Search Apps
  • 4. Pillars of Search 4 Pillars of Search Strategy • Context • Content • Metadata • UX
  • 5. Pillars of Search 4 Pillars of Search Strategy Context
  • 9. Context Matters in the Business Users need to find differentinformation dependingon their role , location, responsibility and task at hand Enterpri se content Marketing Sales ProcurementConsulting Research HR / LegalIT SupportProduction
  • 10. SharePoint Demo: UCDenver - Context http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
  • 11. Pillars of Search 4 Pillars of Search Strategy Content
  • 12. MYTH: More is better…. Why not just index everything? so I can be like Google and Bing.
  • 13. How much do they actually index? 5.6% 1%1.7% Size of the Web > 1,000,000,000,000 unique links to pages found Source: Google Blog
  • 14. Anatomy of a Search: Revenue $59.8 Billion Dollars in 2013 Relevancy 3000+ Engineers Tuning Relevancy Internet search has changed expectations for enterprise search Tagged 100,000+ keywords managed + SEO Contextual Dynamically driven results
  • 16. What is an Authoritative Source? They have learned to only index authoritative sources
  • 17. Tiered Ranking Strategies Level 1: Authoritative Sources Intranet, Official Corp, Policies Level 3: Work in Progress Social & Collab Sources Level 4: Personal Content – OneDrive + Level 5: Highly Classified Sensitive/Do Not Index Level 2: Published “Polished” DefaultSearch DeepSearch 90% of Searches >1% of content 5% of Searches 10% of content 2% of Searches 40% of content >1% of Searches 50% of content
  • 19. Pillars of Search 4 Pillars of Search Strategy Metadata
  • 21. 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 Jakob Nielsen, Prioritizing Web Usability Successful enterprise search requires users to be precise with an understanding of how to build intricate search queries.
  • 22. • 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” • Property Search • Author:"William Zuckermann" • Filetype:xls (Filetype:XLS OR Filetype:XLSX) • Filename: "federated search" Search User Tips
  • 25. The New Role of Taxonomy – Noise Reduction Eliminate Noise from Queries
  • 27. Pillars of Search 4 Pillars of Search Strategy UX
  • 32. What you can do! Continually analyze, gather feedback and tune your search service and index • Index and Enrich the RIGHT content • Manage Recommend Results • Create and manage Visual Catalog of important items • Add Promoted Results for Common Queries • Mange Term Store, Managed Metadata for Refinement • Review Search Reports • Eliminate “Junk” from default search experience
  • 34. Thank you for your attention! This presentation will be available on the Casablanca SharePoint Days web site after the event. Merci de votre attention ! Cette présentation sera disponible sur le site internet de SharePoint Days Casablanca, après l’événement.
  • 35. SVP évaluez ma session! Complétez le sondage et courez la chance de gagner une tablette Surface Please rate this session! Fill out the survey and get a chance to win a Surface

Editor's Notes

  • #10: 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.