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10 Steps to be Successful with Enterprise Search Agnes Molnar, Managing Consultant

10 steps to be successful with search

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Page 1: 10 steps to be successful with search

10 Steps to be Successful with Enterprise Search

Agnes Molnar, Managing Consultant

Page 2: 10 steps to be successful with search

INTRODUCTION

Agnes MolnarAgnes.Molnar@

SearchExplained.com

9 years Microsoft MVP

Search & Findability Consultant

Mentor, Author, Public Speaker

Search Explained

http://SearchExplained.com

@SearchExplained

/SearchExplained

Search Explained Academy

https://Academy.SearchExplained.co

m

Books

https://SearchExplained.com

/Books

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1 – The Search Processes

Crawling Indexing Calculating Initial Relevance

Querying Presenting Results Capturing Clicks

Analyzing Suggesting Tuning

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1 – The Search Processes - People

Source: http://searchpatterns.org

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1 – The Search Processes - Components

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2 – Findability

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SearchNavigation

Information

architecture

Accessibility

User profile & persona

User interactio

ns

User experienc

eMachine learning

2 – Findability

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DEMO

Click icon to add picture

Findability

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3 – Search Team – Get Involved!

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4 - Content Readiness

Types of content

Main characteristics

/ properties

Categories / classes

Value of the content

Lifecycle Storage(s)Content

creators / contributors

Content consumers

Scenarios / Use cases

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Refinement

Result Type & Display Template On Hover Panel

Queries & Query Rules

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5 – Powerful Queries• The process of looking for results

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5 – Powerful QueriesSearching For…

Keyword Example Description

General Text Training Search for items containing “Training”

Wildcard Train* Search for items like “Training” and “Trainer”

Phrase “Training Room” Search for the exact phrase

Documents IsDocument Training IsDocument:1 Returns documents containing “Training”

FileExtension Training FileExtension:docx Returns Word documents containing “Training”

Author Author:Cox IsDocument:1 Returns documents authored by “Cox”

Title Title:Training IsDocument:1 Returns documents with “Training” in the title

People Lastname Lastname:C Returns all people whose last name starts with “C”

Tasks contentClass contentClass:STS_ListItem_Tasks Returns all task items

Events contentClass contentClass:STS_ListItem_Events Returns all calendar events

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5 – Powerful Queries• The most important query operators:

15

Type Operator

Boolean AND, OR,NOT

Parentheses ()

Wildcard *

Inclusion and exclusion operators + or -, respectively

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DEMO

Click icon to add picture

Powerful Queries

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6 – Result Types & Display Templates

Site

PPT

Docx

All results are not the same

Allows for the visual distinction of results

Consists of a condition (Result Type) and a display template

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6 – Result Types & Display Templates

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DEMO

Click icon to add picture

Result Types & Display Templates

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7 - Promoting Results: Query Rules & Result Blocks

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DEMO

Click icon to add picture

Promoting Results: Query Rules & Result Blocks

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8 – People & Expertise Search

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DEMO

Click icon to add picture

People & Expertise Search

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Manager

Direct report

Works with

Emailed to me

Viewed by me

Shared with me

Presented to me

Liked by me

9 – Office Graph and Delve

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Manager

Direct report

Works with

Emailed to me

Viewed by me

Shared with me

Presented to me

Liked by me

9 – Office Graph and Delve

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Manager

Direct report

Works with

Emailed to me

Viewed by me

Shared with me

Presented to me

Liked by me

Works with

Modified byJenny Gottfried

Trending aroundJenny Gottfried

Modified byJenny Gottfried

Liked byJim Geist

Emailed to me

Emailed to me

Works with

Modified by Jim Geist

Modified by Alan Brewer

Commented on

Commented on

Trending aroundNancy Anderson

9 – Office Graph and Delve

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DEMO

Click icon to add picture

Delve

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10 – Security and Privacy• Security: EVERYTHING is security trimmed– Search– Office Graph– Delve

• Privacy: PUBLIC and PRIVATE actions

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VIEWED SHARED

INVITED

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VIEWED SHARED

INVITED

MANAGER

MODIFIED

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VIEWED SHARED

INVITED

EMAILED

MANAGER

MODIFIED

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VIEWED SHARED

INVITED

EMAILED

MANAGER

MODIFIED

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VIEWED SHARED

INVITED

MANAGER

MaternityBenefits

MODIFIED

EMAILED

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Thank [email protected]

http://SearchExplained.com

http://SearchExplained.com/Bookshttp://Academy.SearchExplained.com