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When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007

When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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Page 1: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

When Search is not Enough Case Study: The Advertising Research

Foundation

When Search is not Enough Case Study: The Advertising Research

Foundation

Gilbane BostonNovember 27, 2007

Gilbane BostonNovember 27, 2007

Page 2: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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Why search matters?Why search matters?

Explosive growth of unstructured/structured data Business critical application Intranet often overlooked

as source of knowledge capital Search has become too hard Search is the content enabler Storage without search is useless

Page 3: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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Exalead’s answerExalead’s answer

Global search-centric company Enterprise software vendor Web search engine (exalead.com)

Search as you think, by serendipity Next-generation products

Simplicity of consumer products Features of enterprise products

Complete product range Full-featured, fully scalable and real-time

products Both packaged and fully customizable products

Page 4: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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Information Access: simple or complex problem?Information Access: simple or complex problem?

ComplexProblem

ComplexSolution

COSUMERIZATION

Complex problemComplex solution

Simple problemComplex solution

Simple problemSimple solution

Complex problemSimple solution

American Greetings us.118.comtayait.com

ARF

Page 5: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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About The ARFAbout The ARF

Founded in 1936, the premiere advertising industry association.

Leads key industry learning initiatives that increase the contribution of research to better marketing, more effective advertising and profitable organic growth.

Mission is to improve the practice of advertising, marketing and media research in pursuit of more effective marketing and advertising communications.

Page 6: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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ARF Members: Global Brands

Page 7: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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Values Guide: Knowledge SolutionsValues Guide: Knowledge Solutions

Relevance Quality Access Absorption Collaboration Application to Business Decisions

Page 8: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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Knowledge Solutions InitiativesKnowledge Solutions Initiatives

1. Help Working Groups manage communications to external audiences and improve their project management

2. Promote interaction among members and increase their value to one another through a social network

3. Extend the reach and impact of conferences, Thinkshops and councils

4. Make ARF Knowledge Easier to Find and Access For Members and Staff Provide a tool for knowing:

– Locate– Explore– Discover

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Why “Knowing” Is ImportantWhy “Knowing” Is Important People scan, they don’t read They want direction and answers Results need to tell a bigger story than “here’s a list of

documents.” Staff and members need to:

See results in a context Quickly spot relevant items Filter results to narrow – or expand – interest Preview results Easily work with a result set Be guided to related concepts

They want emotional satisfaction

Page 10: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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Project Scope and SourcesProject Scope and Sources

Scope Support mission: advertising, marketing and media

research that improves the effectiveness of advertising and marketing communications

Sources Shared Drive “Best of ARF” collection: Selected Conferences, white

papers, standards and guidelines, and reports ARF Publications: J. Advertising Research (housed in a

third-party database) ARF Websites: General Web site and focused secondary

sites Industry Sources

Page 11: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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Selection and VettingSelection and Vetting

Selection Criteria Goal: To develop a focused collection of

authoritative, high quality documents– a “treasure trove” not a “warehouse”

Determine the most relevant documents for members and staff

Vetting Knowledge Solutions domain expertise guided

selection and quality judgments of file system and web-based sources

Ambiguous selections or those with lower confidence were reviewed with Chief Research Officer

Page 12: When Search is not Enough Case Study: The Advertising Research Foundation Gilbane Boston November 27, 2007 Gilbane Boston November 27, 2007

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Software SelectionSoftware Selection

Criteria: Unified search of file system, web, database Easily handle multiple file formats Leverage ARF “folksonomy” and adapt to changes Preview documents Extract entities from document properties – and

within the document - and use to filter results Accommodate custom synonyms and furnish tools

for creating custom entity extraction rules Limit/Restrict Sources based on user profile and

security Launch document in appropriate application Integrate with third-party solutions Affordable

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ARF ConstraintsARF Constraints

Taxonomy ARF would not build a taxonomy

– Resource issues, time, maintenance

Entity Extraction Key entities needed to be available out of the

box New entity extraction rules should not require

a lot of effort Document Preparation

Need to work with existing documents “as is,” only minor clerical tasks can be performed

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Knowledgebase SetupKnowledgebase Setup

Sources Configuration File System

– Built upon an existing folder structure (folksonomy) that reflected the “big buckets” of ARF knowledge

– Segregated documents that were strictly internal from those that were suitable for members

Web Sources Document Preparation

External audience - reviewed and modified the Properties fields, especially Title and Author, to improve indexing and results pages –

Internal-only documents - left alone because the numbers are so great

Source Relationships Respect third-party security

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End-User ExperienceEnd-User Experience

Basic search and query for all users

idea engagement

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Search By SerendipitySearch By Serendipity

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Leverage Beyond User SearchLeverage Beyond User Search

Integrate with third-party applications as a service QnA system

– Exalead will parse Questions and Answer, then– Query the knowledgebase, and– Present top three results as part of the response

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Questions?