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Superior Search How Text Analytics Improves Search, and the Resulting Applications Jeff Fried CTO and VP Engineering, BA Insight [email protected]

Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight [email protected]

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Page 1: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Superior  Search  

How Text Analytics Improves Search, and the Resulting Applications

Jeff  Fried  CTO and VP Engineering, BA Insight [email protected]

Page 2: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com
Page 3: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Text Analytics and Search • How they’re connected • How they’re not

Beware of Over-hype •  The technology will never be perfect •  It doesn’t need to be

Applications •  Search-Based Applications • Context Matters

3

Page 4: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Examples from:

Opinions from:

Page 5: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Search

BI Text

Analytics

5

Page 6: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

10-12 © IDC 6

Search and Discovery Software

§  Enterprise search engines, information access platforms, and applications for browsing and navigation

§  Text mining and text analytics

§  Categorizers and clustering engines

§  Information infrastructure: metadata extractors, connectors, normalizers, taxonomy tools, controlled vocabularies

§  Language analyzers

§  Rich media search

§  Visualization, conversational systems, question answering systems

Search engines crawl documents to create an index. They match queries to documents using exact or fuzzy matching and may rank results by relevance to return pertinent information.

Page 7: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Grab-Bag of Related Technologies •  Problem – linguistic variations in concept expression

–  Technology: natural language processing (NLP)

•  Problem – huge numbers of documents that are the same or versions of the same –  Technologies : text mining, text analytics, normalizing & de-duping

•  Problem – amount of content exceeds amount of human expertise to analyze & categorize –  Technologies : entity extraction, contextual analysis, categorization

•  Problem – understanding trends and relative values expressed in content –  Technology : sentiment analysis

•  Problem – retrieving & federating contextually related and relevant content –  Technologies – All of the above

Page 8: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Common Techniques across Applications

8

Page 9: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Entity Extraction and Search

9

•  Well Established

•  Often essential to faceted navigation

Page 10: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Categorization, Clustering, and Search

10

•  Mainstream but less common

•  “Display names” are important

•  Value of taxonomy to search debatable

Page 11: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Sentiment Analysis and Search

11

•  Still “leading edge”

•  Essential for some applications

•  UGC often used instead of machine-generated ratings

Page 12: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Social Media and Search

•  Lots of buzz

•  Some real applications and strong showcases

•  Surprisingly robust to twitter language

Page 13: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

//twitterviz

Page 14: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

So.cl

14

Page 15: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Social Search Covers a Wide Range

• Relevance –  Filtering the document web

• Social Media Content –  Filtering the social web

• Trends / Group Insight –  Tapping Community

Knowledge

• Answers –  Trusted Advisor

Recommendation

•  “Java” (coffee, island, or language?)

•  “compliance”

•  “What should I do in New York?” •  Where are my friends now?

•  Why did power go out in Palo Alto?

•  How does adoption work?

•  ( on FB update) anybody give their

babies baby Benedryl for travel/jet lag? Want to hear from parents whether they have or not and how it went

Page 16: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

“Concept Search” & Semantics

• LOTS of exciting innovations • Simple techniques still predominate

–  Synonyms, Query Expansion, and Content Expansion “{auto car} {tire wheel}”

–  Taxonomy and similarity search •  Parent + sibling matches •  Vector-based similarity searching

–  Relationship-based searching •  Relationship extraction •  Relationship-based query orchestration

Page 17: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Are these “Semantic Search”?

17

Page 18: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

The  State  of  Semantics   18  

Content,  composites,  connections.  

Page 19: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Text Analytics and Search • How they’re connected • How they’re not

Beware of Over-hype •  The technology will never be perfect •  It doesn’t need to be

Applications •  Search-Based Applications • Context Matters

19

Page 20: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Text Analytics Isn’t Perfect

Realistic Expectations for Powerful Technology

Search Isn’t Perfect Human Language is Complex

Page 21: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Analytics! Semantics! Machine Learning!

Page 22: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

22

Page 23: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Linguistics, Statistics, & Gymnastics

Lexicon Base

Language-specific Common Words

Inflection Dictionaries

Part-of-speech Dictionaries

Synonymy Dictionaries

Subject-specific ontologies

Spellcheck dictionaries

Geographical and people’s names

Special terminology lexica

Basic Linguistic Algorithms

Pattern extraction

Stemming / Lemmatization

Part-of-speech Tagging

Language normalization

Vectorization

Applications

Data Cleansing

Categori-zation

Entity Extraction

Suggest Synonyms

Find similar

Stop word elimination

Spell checking

Machine Translation

Relationship Extraction

Page 24: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

From Entity Extraction

Acronym

Person Location End of sentence

End of paragraph

Date Base = 2002-03-XX

Page 25: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

To Fact Extraction....

Substance Base=„Gold“ Class=„Element“ Number=79 Symbol=Au

Location Base=„Qilian“ Country=„China“ Region=„Asia“ Subregion=„East“

„The Red Valley property lies within the Qilian fold belt which is host to gold deposits.“

Qilian is location of gold

Extracted Fact: Substances x Locations

Substance Base=„Gold“ Class=„Element“ Number=79 Symbol=Au Location=„Qilian“

Location Base=„Qilian“ Country=„China“ Region=„Asia“ Subregion=„East“ Substance=„Gold“

Indicates a gold location

Page 26: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Intelligent Answers from Text

Internal/external text sources

Courtesy of Linguamatics

Page 27: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Text Analytics and Search • How they’re connected • How they’re not

Beware of Over-hype •  The technology will never be perfect •  It doesn’t need to be

Applications •  Search-Based Applications • Context Matters

27

Page 28: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com
Page 29: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

10-12 © IDC 29

Num

ber &

com

plex

ity o

f te

chno

logi

es/d

ata

sour

ces

Big Data + TA: Applications Spectrum

Time Frame

eCommerce

Sentiment extraction

Smarter Planet

eDiscovery

Decision support

Alerting

Answer Machines (IBM Watson)

Predictions

Historic

Relationship Detection

Pattern Detection

Find influencers

Brand management

Climate Modeling And Prediction

Investment Trend Detection

Reputation management

Voice of Customer

Gov’t Intelligence Apps

Log Analysis

Future(Predict)

Ad targeting

Churn detection

Find drug interactions

Fraud Detection

Current (Monitor)

Page 30: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

10-12 © IDC

Role of Text Analytics

Interface

Smart Connectors, Schemas, XML tagged data

Information Infrastructure

Knowledge Bases

Workflow

Access and Analysis

InfoApps

Content and Data Sources

Data Prep: • Normalize • Extract • Tag • Parse

Analyze: • Relationships • Cause and Effect • Trends

Question Analysis: • Disambiguate • Expand

Page 31: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com
Page 32: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Context  Ma5ers  Informa:on  Overload  

Relevancy  Overload  

What’s  important  to  me  right  now  

Page 33: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Audience-specific search experiences

User context

Inform-ation

context

Application context

Social context

Renee Lo Engineering Contoso Consulting ”What should I know about implementing ERP?”

Alan Brewer Sales Manager Contoso Consulting ”What should I know about selling ERP consulting?”

Username  &  Group  Memberships  Loca:on  Languages  

Business  Unit  Department  

Team  Time  of  Day  

Preferred  Sites  SharePoint  Audiences  

Interests  &  Current  Projects  Context  of  Current  Task  

Page 34: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

34  

Page 35: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

End-User Trend: New Class of Apps

35

Consumer Apps Search for Product, Restaurant, Travel

Enterprise Apps Search for Experts, Projects, Customers, Vendors, Parts,

ü  Intuitive ü  Unified View ü  Intuitive ü  Targeted ü  Context-aware ü  Device-

independent ü  Actionable

Page 36: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

New Class of Enterprise Apps, Powered by Search

36

TotalView for Customer Service

Page 37: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

New Class of Enterprise Apps, Powered by Search

37

TotalView for Sales

Page 38: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

New Class of Enterprise Apps, Powered by Search

38

TotalView for Professional Services

Page 39: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

New Class of Enterprise Apps, Powered by Search

39

TotalView for Research

Page 40: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

New Class of Enterprise Apps, Powered by Search

40

TotalView for Intelligence

Page 41: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Search-Based Applications

Low Cost

Quick to Deploy

$

Products Portal

Associate Portal

Tax Portal

Sales Portal

Tax Sales/Marketing Products HR

Agile  Informa:on  Integra:on  No  Data  Movement.  No  code.  Leverage  Search-­‐based  unified  store.  

Search-Based Information Warehouse (shared service)

Search Platform (Microsoft, Lucene/Solr)

Presentation Services Metadata Enrichment Engine

Connector Framework

Sear

ch-B

ased

In

form

atio

n La

yer

41

Dat

a Si

los

Email & Messaging ERP CRM ECM, Search,

Collaboration Structured Data

(databases)

Unstructured Data

(file shares) Public

Web Sites Cloud/

Office 365

Services

Client 360 Portal

Page 42: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Case Study: Pharma R&D

Top 3 reasons for 56% effort duplication:

1)  Research done in separate groups •  Seemingly unrelated research projects •  Later in lifecycle (mfg, reg/test)

2)  Data not accessible •  Isolated content source •  Restricted / limited access •  Source not searchable •  Special knowledge required

3)  Data not linked •  Various names/changes leave data disconnected •  People not connected to data (experts) •  Data managed in many unconnected systems

Page 43: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Case Study: Pharma R&D

1.  Documentum Image 2.  SharePoint Doc 3.  Regulatory Record 4.  MEDLINE article

Multiple Sources One Search

Search: amgen 655

Relationships Discovered: Antibodies: mAb Receptors: DR5, IGF-1R Labs: Oncology 1 People: David Chang

Page 44: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

The Anatomy of Search

Source: http://searchpatterns.org

Page 45: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

Summary

45

Text Analytics and Search continue to be kissing cousins

Let’s conspire to avoid more over-hype

Applications are where the action is; a new class of “mainstream” search-based applications is emerging

Page 46: Superior(Search( - Text Analytics WorldSuperior(Search(How Text Analytics Improves Search, and the Resulting Applications JeffFried(CTO and VP Engineering, BA Insight jeff.fried@bainsight.com

[email protected] 46

Q&A  

[email protected]

Ques:ons?