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SharePoint site admins leverage search
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Maximizing Search
About me
• Julie Boudro• Consultant• MCITP, MCTS, MCT• [email protected]• 248.554.3176
Why maximize search?
• Increase findability of information• Reduce frustration in end users• Increase adoption• Create a new set of tools for rendering
content in SharePoint• Way of the future with O365 and Delve
Mechanics of Search
• Crawler– Discovers content– Least privilege permissions– Schedule versus continuous crawl (2013)
• Indexing– Title & Description– Content– Meta Data
Mechanics of Search
• Ranking– Relevancy ranking– Popular items– “Likes” or Ratings– Best Bets
• Results– Refiners– Crawled and Managed properties– Document preview– Content Search web parts
Basic Search Principals
Basic Search Principals
• Make sure search is configured & working• Meta data, meta data, meta data• Enable content ratings or “likes” • Review search logs• Manage content sources• Monitor search activity• Understand search structure
Unmanageable Search Results
Meta data
• Information automatically extracted from content– Title– Description– Author– Date– Contents
• Additional properties captured on content– Content Types– Site Columns
Content Rankings
• General purpose ranking models. – General purpose ranking for most types of search
results.
• People search ranking models. – Calculate how relevant search results are based
on social distance and expertise.
• Special purpose ranking models. – Special purpose ranking model to calculate the
ranking score for recommendations such as popularity, recommender based upon related items
How do items rank?
ContentThese are the words contained in the items. For items that are text based, such as documents, this is typically most of the text. For other types of items, such as videos, there is little or no content.
MetadataThe metadata associated with items such as title, author, URL and creation date. Metadata is automatically extracted from most types of items.
Web graph dataThis is information such as authority (from authoritative pages settings) and anchor text (from the hyperlinks associated with the item, and items linking to the item).
File typeSome file types can be considered more important for ranking than others. For example, Word and PowerPoint results are typically more important than Excel results.
Interaction Information about the number of times a search result is clicked, and which queries led to a result being clicked.
Advanced Search Principals
Advanced Search Principals
• Pay attention to site structure & navigation• Understand the content being published• Understand how people find information• Content types and Meta data
– Global content types – Leverage Managed Metadata & Term sets
• Search schema– Crawled Properties– Managed properties– Query Rules
Manageable Search Results
META DATA
Plan Content Types
• Base set of required columns– Department– Document Type
• Use Managed Metadata Term sets• Configured on all document libraries• Create custom library templates
Search Schema
• Crawled Properties– The contents and metadata of the items that you
crawl – Author, File Type
• Managed Properties– Map crawled properties to managed properties– Default properties– Custom Properties
Query Rules
• Best bets & keywords (2010)• Result blocks• Changing the query
– Ranking changes based upon:• Keyword match• URL matching• Content Types• Tags• File types
• Custom ranking models
Why care?
Search Focused Sites
Search Focused Sites
• Heavy use of meta data and tagging• Dynamic presentation of information• Focused on the end user experience
Search driven content
Popular or Recent Items
Dynamic Mashups
Custom branding
Custom branding
Document management
Offices directory
O365 & Delve
O365 & Delve
Search Topologies
Structuring for Effective Search
• Search Service Application Topology
Small Farm Search Optimized Farm
Detroit1500 Woodward AveSuite 400Detroit, MI 48226(248) 546-1800
Grand Rapids15 Ionia Ave SWSuite 270Grand Rapids, MI 49503(616) 776-1600
Thank You
www.cdh.com