How Search 2.0 Has Been Redefined by Enterprise 2.0

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Presentation given by Carl Frappaolo of Information Architected at Enterprise 2.0 San Francisco 2009

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How Search 2.0 Has Been Redefined by

Enterprise 2.0

Carl FrappaoloInformation Architected, Inc.

62% of corporate users believe that finding information inside the

firewall needed to execute their job is difficult and time consuming.

believe experience with the consumer web has created demand for82%

improved enterprise search

16

Search

Web 2.0 = E2.0

6

Karina Meiri <karina.meiri@tufts.edu>

Why Isn’t Search Enough?

have

for enterprise search

56% no strategy

16

17

18

12

Information Workplace

Web/Enterprise 2.o

ERP

BPM Logs

(ECMs)

Desktop

Files

E-Mail & Attachments

Online

Libraries

Intranet(s)

SEARCH

SEARCH

SEARCH

SEARCH

SEARCH

SEARCH

SEARCH

SEARCH

13

Karina Meiri <karina.meiri@tufts.edu>

Its NOT Search - Its Findability

Culture, technologyBusiness models & goals,Corporate culture, technology, funding, politics, resources, constraints

Needs,behaviorsInformation needs, audience types, expertise, experience,tasks, information seekingbehaviors

Structure, meaningDocument/data types,content objects, meta-information, existing structure, future structure, volume

Context

ContentCommunity

IA

Findability

Only 15% feel findability as opposed to “search” is understood and

addressed within their organization.

What is Information Architecture?

IA is the art and science of structuring organizing, and labeling information to help people find and manage information

InformationArchitecture

Browsing Aids

Enabling Components

Content & Tasks

Search Aids

Rosenfeld & Morville

Research Strategy Design Implementation Administration

Review existingmaterials togain high-levelunderstanding ofgoals/businesscontext, existingIA, content, &Intended audiences

Meetings withstrategy team, content owners, IT, users, stakeholders

Create conceptual framework for Structuring & organizing web siteHigh-level

Recommends:− IA Administration− Technology Integration − Top-down vs Bottom-up− Organization & Labeling Systems− Doc Type ID− Metadata field Definitions− Navigation System Design

Transform high-level strategy into an IA

The most “work”happens here:− Controlled vocabs.− Taxonomies− Thesauri− Metadata schema− Blueprints− Wireframes

Build, Test, Launch

Includes:− Organizing & Tagging Documents− Testing− Troubleshooting− Developing Documentation− Developing Training Programs

Evaluate & Improve

Day to Day Maintenance:(effort required tied directly to content churn)− Select & Evaluate new content− Classification management− Indexing management− CV & Thesauri management Periodic Evaluation/Updates

Continuous Evaluation & Improvement

Phase 1 Phase 2 Phase 3 Phase 4 Phase 5

Users Who are they? Which audiences are the most important? What motivates them to come to this site?

What do they want from this site? What do they need from this site? How do they navigate? What terms do they use to search, browse, and classify information?

What are their most important information needs?

Content How do I get my arms around the content we have? What content has value? What content can I get rid of? How do I make answers emerge from content? How should content be

organized and labeled? What is this content object? How can I describe it? What distinguishes it

from other content objects? How can I make it findable?

Context Who in this organization makes the decisions?

What are the primary business goals and objectives for increased findability?

What does the decision-maker want from the site? What political and cultural factors might impact

the architecture? What similar initiatives

have worked in the past? What similar initiatives have

failed in the past and why? What resources (people,

technology, time, $$$) are available?

How will the architecture be maintained?

Needles & Haystacks

Delphi Group • 10 Post Office Square • Boston, MA 02109-4603 • (617) 247-1511v (617) 247-4957f • www.delphigroup.com

©2005 Delphi Group, A Perot Systems Company

Needles & Haystacks

•! A known needle in a known haystack

•! A known needle in an unknown haystack

•! An unknown needle in an unknown haystack

•! Any needle in a haystack

•! The sharpest needle in a haystack

•! Most of the sharpest needles in a haystack

•! All of the needles in a haystack

•! Affirmation of no needles in any haystack

•! Things like needles in any haystack

•! Let me know whenever a new needle shows up

•! Where are the haystacks?

•! Needles, haystacks - whatever

End game of IR is finding whatever needle/

haystack you are looking for - whether you know it

exists or not...

Dr. Mathew Koll

Needles & haystacks

Top-Down vs. Bottom-Up

Putting Together a Stratgey and Design

Organizational SchemesExact Schemes: divide information into well-defined and mutually exclusive sections (easy to design, maintain, and use)

–Alphabetical–Chronological–Geographical

Ambiguous Schemes: divide information into categories that defy exact definition (difficult to design & maintain, can be difficult to use. Supports process of associative learning by grouping items in intellectually meaningful ways)

–Topic or Subject–Task-oriented–Audience

Search Federated/Universal Search Zones Agents Parametric / Hybrids

Sharing tagsAnalytics and Suggestions Relevancy Ranking

Relevancy Ranking

Date (Weighted) Term Summing Omni-term skewing Term density and proximity Links and conections Analytics (Explicit and Implicit) User preferences and affiliations Dynamic/User controlled?

Types of Controlled Vocabularies

•Synonym ring

•Authority files

•Classification Schemes

•Thesaurus

•Ontologies

cuisinart

Food processor

cuizinart

blenderkitchenaid

Kitchen aid

CT Connecticut, Con, Conn, ConneticutLA Louisiana, Loosiana, Louanna

Sparkling Wine(PT)

Bubbly (VT) Champagne (VT)

Wine (BT)

Brut Champagne (NT)

Weddings (RT) Mimosas (RT)

Elapsed time: Hours

TheAnswer

Enterprise Content

Search Brings Results... TOO MANY Wrong Results

YouPotential Answer

Potential Answer

Potential Answer

Potential Answer

Potential Answer

Potential Answer

Potential Answer

Potential Answer

Potential Answer

Potential Answer

Search

1. You Search

2. You Find MANY hits

3. Check 1st resultNot the right answer Later that day:

Did I get the right answer?Did the opportunity pass us by?Is this the most current information?

4. Check 2nd resultNot the right answer

... Check ### resultNot the right answer

... Check ### resultNot the right answer

... Check ### resultNot the right answer

... Check ### resultNot the right answer

?!@^%$!

Potential Answer

Potential Answer

Potential Answer Potential

Answer

Potential Answer

Potential Answer

Potential Answer

Potential Answer

Potential Answer

Potential Answer

Findability Guides the User to Find THE Answer

1. You have a need to extract valuable information from the vast collection of Enterprise Content

TheAnswer

Interface

Search

Taxonomy

AnalyticsYou

2. Interface exposes multiple ways to get to information, the simplest being a shared drive or arrangement by file folders

3. Search provides some precision in retrieval, but can often include false positives or content irrelevant to your focus

4. Taxonomy provides a further layer of precision

5. Analytics provides further precision by putting the query and content in context

Search is only PART of the answer

6. When all of these components are used in tandem, you are provided with “the answer”

!

!

ACME General Hospital

XXX

XXX

http://www.ACME-General.com

!

!

Documents related to patent infringement

authored by this attorney

Matters related to patent infringement

that this attorney billed on

Areas of experience for this attorney

Dr. Mark Robbins - Chief Surgery - ACME General Hospital - is a specialist in eyes ears and throat surgery and oncology. His recent experience includes experimental procedures in the treatment of laser surgery related to stigmatism.

He holds two patents and a trademark for his work in nano-based technology for providing sight to the blind.

He us a graduate of the University of Illinois, and did his residency at the New England (more)

Areas of Medicine

OncologyTreatmentResearch

RespiratoryDiseases & Treatments

Members

Let’s Get 2.0

cf@informationarchitected.com Facebook: Carl Frappaolo Twitter: @carlfrappaolo

www.informationarchitected.com Facebook: Information Architected Twitter: @IAI