Joel OlesonDirector of Search Strategy

BA InsightCollabshow.com

@joeloleson

Microsoft’s go-to ISV for Enterprise Search

Focused on Search and SharePoint since 2004

About Joel Oleson• Director of Search

Strategy, BA Insight• First SharePoint admin• Top social media

influencer

Who Am I?

Passionate About• Search• SharePoint • Search-based

applications• Community• Travel

Connect@joeloleson

CollabShow.com

TravelingEpic.com

Knowledge Integration Platform

3

Search-Driven Applications

KnowledgeCenter

HelpDesk Intranet Portal

ProductCatalog

KnowledgeIntegrationPlatform

User ExperienceEngine

Content ClassificationEngine

Content ConnectivityEngine

User Experience Engine - drives remarkable user experiences for finding and exploring knowledge or experts via an extensible engine and a library of powerful components

Content Classification Engine -  increases findability using auto-tagging, metadata generation, and text analytics

Content Connectivity Engine - provides secure connectivity to a wide variety of content systems, enabling unified views of all knowledge assets 

Enterprise search projects often fail because they do not meet users’ expectations and do not deliver a remarkable user experience.

Consumer search experience sets a high bar for search 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

Who Are You?

Does Context Really Matter?

Eric CartmanStudentColorado

Kim KardashianAuthor “Selfie Book”Los Angeles

Gene SimmonsRock StarLos Angeles

Phil RobertsonSmall Biz OwnerLouisiana Bayou

Parody and Photos characters and brands property of South Park studios, Kim’s Selfie, TLC, and A&E Networks

Context Matters in the Business

Users need to find different information depending on their role , location, responsibility and task at hand

Ente

rpris

e co

nten

t

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

Why not just index everything, so I can be like Google.

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

Reality for some…

Anatomy of a Search:

Revenue$59.8 Billion Dollars in 2013

Relevancy3000+ Engineers Tuning Relevancy

Internet search has changed expectations for enterprise search

Tagged100,000+ keywords managed + SEO

ContextualDynamically driven results

SharePoint’s Algorithm

Ranking Strategies

Level 1: Authoritative SourcesOfficial Corp, HR Policies, Cafeteria

Holidays, Best Bets, Recommended, etc…Alt Sources: CRM, PeopleSoft, Profiles

Level 3: Work in ProgressSocial & Collab Sources

Team Sites, Social, & Collab, blogsAlt Sources: PFs, eRooms, File Shares,

Level 4: Personal ContentDesktop, My Sites, File Shares, Dropbox

Level 5: Highly ClassifiedSensitive/Do Not Index

Secure Locations… Invoicing, LCA, Financial

Level 2: Published “Polished” WCM, Records, Doc Mgmt, Catalogs

Alt Sources: IIS, Documentum, ICE, KBs

Def

ault

Sear

ch

Rese

arch

Dee

p Se

arch 90% of Searches

>1% of content

5% of Searches10% of content

2% of Searches40% of content

>1% of Searches50% of content

What is an Authoritative Source?

Sponsored Results

They have learned to only index authoritative sources

Pillars of Search

4 Pillars of Search Strategy

Metadata

Classes of Search Users

Technical Expertise

Do

ma

in E

xpe

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e

Highly technical with high domain expertise

High domain expertise but not technical

Not technical and low domain expertise

Low domain expertise but highly technical

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"

Search User Tips

• Property Search• Author:"William Zuckermann"• Filetype:xls (Filetype:XLS OR Filetype:XLSX)• Filename: "federated search"• Title: "search"• Property Operators :=<>..

• Proximity• Acquisition NEAR debt

• Keyword Query Language (KQL) advanced queries directly in the search box: ("wind farms" OR "solar panels") AND (title:"innovations" OR title:"technologies")

Search Tips Cont.

Refinement vs. Exploration

http://jeffwongdesign.com/2012/05/refinement-vs-exploration/

The New Role of Taxonomy – Noise Reduction

Eliminate Noise from Queries

Pillars of Search

4 Pillars of Search Strategy

UX

usa.denon.com

Mightycampers.co.nz

Marshfieldclinic.org

Millikencarpet.com

• http://www.millikencarpet.com

Recommendations…

Continually analyze, gather feedback and tune your search service and index

• Manage Recommend Results• Create and manage Visual Catalog• Add Promoted Results for Common Queries• Mange Term Store, Managed Metadata• Review Search Reports• Eliminate “Junk” from default search

experience

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Wrap-Up Q&A