"quick win" features vs. enterprise search strategy
TRANSCRIPT
[OST01] “Quick Win” Features vs.
Enterprise Search Strategy
Agnes MolnarFounder, Principal Consultant,
Search Explained
Level: Introductory to Intermediate
Introduction – Agnes Molnar
15+ years experience
with SharePoint &
Search
10-years Microsoft
MVP
Customers on four
continents
Speaking at events &
workshops in 30+ countries
https://SearchExplained.com
https://Academy.SearchExplained.com
Crawling & Indexing
Query Processing
https://searchexplained.com/Orlando-2017
Business goals UsersScenarios &
use cases
Application & content lifecycle
User experience
Metrics Milestones Resources
Experts Etc.
Requirements & PrioritiesFunctional Requirements
Data sources
Search applications
Organization-wide Search Center
Sales portal
“My content” dashboard
Phone book
Catalog search
Media Library
Application-specific requirements
Content set to display
Visualization of results
Refiners
Promoted results
Ranking and sorting options
Taxonomies
Synonyms
Statistics & Analytics
Query Suggestions
Language support
Feedback box
Design guidelines and requirements
Non-Functional Requirements
Support
Infrastructure
Security
Performance
Capacity
Disaster recovery
Backup
Archiving
Etc.
Dependencies and Constraints
Data source dependencies (content accessibility, content migration, etc.)
Infrastructure dependencies (DB migration, SharePoint upgrade project, etc.)
Project dependencies (Search Strategy, Content Strategy, etc.)
Other functional dependencies (taxonomy management system, etc.)
https://searchexplained.com/Orlando-2017
https://searchexplained.com/Orlando-2017
“Quick Win” Customizations
Result Sources Refiner ValuesItem Count on
Refiners
Custom Display
TemplatesQuery Rules
Query Suggestions
DEMO
Metadata
Refinement
Result Type & Display Template
On Hover Panel
In Query Rules
Content Metadata Search Metadata
Crawled property:
• metadata extracted from the documents/items during the crawl.
Managed property:
• mapped to crawled properties
• controlled by Search Admins
• helping users perform more efficient and successful queries:
• Refiners
• Displayed in Search Results
• Sorting Properties
MetadataCrawled Properties
Managed Properties
Project Number
Client Name
Project Financial ID
Project Number
External ContentCustomerNo
ProjectNo
Unstructured Content
Project NBRClientNumberClientName
List dataProject IDClientID
Client Name
Content TypeProject IDCustomer
Search Schema Design
MP TYPE MAPPED CP MULTI-VALUE
QUERY SEARCH RETRIEVE REFINE SORT
DEMOTITLE Text Title - Query Search Retrieve - Sort
DEMOCONTENTTYPE Text ContentType - Query Search Retrieve Refine Sort
DEMOURL Text Path - Query - Retrieve Refine Sort
DEMORESPPERSON Text cpRespPerson Multi Query - Retrieve Refine Sort
Step 1 – Identify your goals, needs & requirements
Step 2 – “Quick win” UI customizations (+ metadata)
Step 3 – Metadata
Step 4 – Content sources
Step 5 – Analyze, evaluate & repeat
Content Source Types
• On-prem
SharePoint
File share
Web
Exchange Public Folders
Business Connectivity Services
Custom
• Cloud
SharePoint Online
OneDrive for BusinessHYBRID
Hybrid Search
Content Sources
Name Type Location Owner Volume Crawl schedule
Intranet SharePoint http://intranet Intranet Team ~500K items Continuous
Project Sites SharePoint http://projects Will ~100K items 1 / hour
Sales share File share \\X:\Sales Jack ~2M items 1 / hour
Marketing share File share \\X:\Marketing Tina ~2M items 1 / hour
Company web site Web site http://SearchExplained.com Marketing/Publishing Team
<50K items 1 / day
Professional Know-How
Web site http://Academy.SearchExplained.com [external] <50K items 1 / 15 min
Company Announcements
Exchange Public Folder
Exchange/Public Folders/Announcements
Marketing/Internal Comm. Team
<50K items 1 / hour
HR data Business Data (SQL)
SQL database HR ~100K items 1 / day
CRM data Custom Connector
CRM system Sales ~2M items 1 / hour
New Content Source
MetadataUI
customization
Step 1 – Identify your goals, needs & requirements
Step 2 – “Quick win” UI customizations (+ metadata)
Step 3 – Metadata
Step 4 – Content sources
Step 5 – Analyze, evaluate & repeat
Search QualityWhat
Metrics?
Who?
How often?
What to do with the results?
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/department
s/roles)
Correlated searches
Speed / latencyTotal distinct search terms
Total distinct wordsTrends and historical
data/charts
Search Governance Plan
Defining content sources
Defining and managing types of content
Defining and managing metadata
Defining and implementing UI enhancements
Using third-party tools or custom functionality to extend search
Search Analytics
Training end users
