nsc 2011 09-21 search 101
DESCRIPTION
Level up your SharePoint search - Search 101TRANSCRIPT
1
SharePoint Search Planning 101
the Cliffs Notes
As told by Mikael Svenson
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2011-09-21
SHAREPOINT MATURITY MODEL V2Sadalit Van Burenhttp://pzl.no/nalinQ
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DEFINITIONS
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SEARCHo 100
• OOB – One or two sources
o 200• Custom scopes + ifilters
o 300• Analyze search results, best bets, custom metadata fields are
used, more sources
o 400• Leverage content types and custom properties in advanced
search. Customized search results, and actionable results
o 500• Users are tagging to improve search, fancy functions
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THIS IS HOW YOU DO ITTHE LEVEL 100 WAY o Install SharePointo Create the SSAo Crawlo You have achieved BLISS!
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THIS IS HOW YOU DO ITTHE LEVEL 100 WAY o Install SharePointo Create the SSAo Crawlo You have achieved BLISS!
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THIS IS HOW THE EXPERTS DO ITTHE LEVEL 4-500 WAYo Numerous reports out there
• Each information workes searches Z minutes a week• You can save gazillions on implementing search!
o We’ll implement the best search you can get• 1,000h project• Reports, analysis and the works
o Google like search in the Enterprise at your fingertips!
o Search all content from one place – Out of the box!
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THIS IS HOW THE EXPERTS DO ITTHE LEVEL 4-500 WAYo Numerous reports out there
• Each information workes searches Z minutes a week• You can save gazillions on implementing search!
o We’ll implement the best search you can get• 1,000h project• Reports, analysis and the works
o Google like search in the Enterprise at your fingertips!
o Search all content from one place – Out of the box!
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o Let’s cut through the crap and do it the cheap cheating way!
o …or get to the essence
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HOW TO ACT LEVEL 400 WHEN YOU REALLY ARE LEVEL 100
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OR HOW TO MAKE SEARCH LESS SUCKY!
HOW DO YOU LEVEL UP?
o Unfortunately you cannot call the Chinese to level up your character
o You cannot easily tap into the collaborative Google model
o Use your SharePoint skills also for searcho Use common sense
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WHY DO YOU THINK YOU NEED SEARCH?o Find at least one scenario which
is solved by search, and execute on it
o Either do all, or just one sourceo Talk to at least one person about
what information access pain they have which is not solved by «payday beer»
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FORGET ABOUT REQUIREMENTS LIKE…o Instant access to…o Faster searcho Better searcho Google like search
o Wildcard search (why?)
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LOVE REQUIREMENTS LIKE…o <Persona> performs<function> to achieve <value>
o Ironman has to find skilled members to staff the new Avengers team
o Bob the builder needs the latest blueprints for the building he’s about to put up
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HOW META IS YOUR METADATA?o Don’t do metadata? Keep your file server.
It’s cheaper.o Oh, you do do metadata; leverage it.
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This is a sentence This is a
laptopThis is a word
HOW META IS YOUR METADATA?o Drop the huge taxonomy, go with
what you have and build over timeo Tap into the mental navigation
model• Even source as a refiner is better than oob• Department, product, project, customer
o Same metadata on two sources? Consolidate and you win bigtime!
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IF YOU CONSIDER SEARCH A ONE-OFF, YOU ARE ALREADY ASSIMILATEDo Content is not fire and forgeto Treat search like your content (see above)o Check zero-hit log, usage
(It is really really hard to getback out once assimilated)
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TUNE ITo Configure the UIo Configure sourceso Configure propertieso Configure rankingo Configure refinerso Configure scopeso Configure best betso NO CODING REQUIRED!
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HOW TO TURN YOUR OSTRICH FARM* INTO CROWSo Tell them what’s thereo Tell them what isn’to Make intuitive navigational choices
• Refiners, tabs, buttons, bells and whistleso How-to videos
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*Ostrich Farm = Users
MEASURE YOUR SUCCESSo Unit test your scenarios
• Assert.True( scenario – slide 14 )
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MATURITY AND ITERATIONSo Improving search is a cyclic operation
which never endso Dedicate time to follow up and improveo Make someone responsible / system
owner• Experience says this is hard, and it should be
a process owner, not ITo Engage your users
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AS YOU LEVEL UP YOU WILL
o Involve IAo Involve UXo Involve userso Unsuck searcho Game your way up
there with the PRO’s
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SEARCH EXAMPLE
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Managed metadata
People search on expertise20 lines of code, huge benefit
QUESTIONS?
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W… did he just talk about?
THANKS TOo Michal Pisarek
• Letting me borrow from «Why Your SharePoint Search Sucks»
o 4subsea for the sample screen shot
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