How to be successful with search in your organisation
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This document discusses how to implement successful enterprise search in an organization. It explains that enterprise search connects people to the information they need to do their jobs. The key search processes are crawling, indexing, calculating relevance, querying, presenting results, and analyzing and tuning the system. Success requires understanding users' information needs, the available content, and the organizational context. Governance establishes policies and defines roles for search management, content sources, metadata, promoted results, analytics, and training.
![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](https://image.slidesharecdn.com/agnesmolnar-how-to-be-successful-with-search-170314085104/85/How-to-be-successful-with-search-in-your-organisation-16-320.jpg)
How to be successful with search in your organisation
- 1. How to be Successful with Search in Your Organization Agnes Molnar, Search Explained Agnes.Molnar@SearchExplained.com @SearchExplained
- 3. Search & People Source: http://searchpatterns.org
- 4. Enterprise Search Connects people to the information they need to get their jobs done.
- 5. Enterprise Search Search technology that your organization owns and controls
- 6. Find is the REAL Challenge!
- 7. The Search Processes Crawling Indexing Calculating Initial Relevance Querying Presenting Results Capturing Clicks Analyzing Suggesting Tuning
- 11. Query Processing
- 12. Search Topology Components Source: MSDN
- 13. Hybrid Search
- 16. 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
- 17. 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
- 18. USER EXPERIENCE - CUSTOMIZATIONS
- 19. Refinement Result Type & Display Template On Hover Panel Queries & Query Rules
- 20. Manual vs. Auto-Tagging Manual Tagging Auto-Tagging • Entity Extraction • Pre-defined taxonomy-based tagging/classification • Machine learning
- 22. Refinement Panel
- 23. Result Set - Documents
- 24. Result Set – Food Recipes & Nutritions
- 25. Result Set - Tasks
- 26. Query Rules • Query conditions • Promote Results • Result Blocks • Transform Query
- 27. Query Rules – Promoting Results
- 28. Query Rules – Result Blocks
- 29. Query Rules – Changed ranked results
- 30. Query Rules – Add content freshness to ranking
- 31. Query Rules – Add content freshness to ranking http://www.techmikael.com/2013/10/ adding-freshness-boost-to-sharepoint.html
- 33. Search Experiences in Office 365
- 36. The Microsoft Graph Search Find content & expertise faster with search result relevance powered by Graph
- 37. The Microsoft Graph Delve Search for and discover content and expertise
- 39. 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
- 40. 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.
- 41. Search Adoption in Practice
- 42. 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.
- 43. Proof of Concept (POC) Initial requirements & conditions Limited scope • Functionality • User Experience • Content • Users • Etc. Limited time frame
- 46. 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.
- 48. 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
- 49. 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