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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
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
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
[email protected] Facebook: Carl Frappaolo Twitter: @carlfrappaolo
www.informationarchitected.com Facebook: Information Architected Twitter: @IAI
