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Search Managers Bootcamp
KMWorld / Enterprise Search & Discovery
Washington DC, 2019
Agnes.Molnar@SearchExplained.com
https://SearchExplained.com
Introduction – Agnes Molnar
15+ years
experience with
SharePoint & Search
12-years
Microsoft MVP
Clients on four
continents
Founding Member
of The Search
Network,
Board Member of
IKO
https://SearchExplained.com/KMWorld
Agnes.Molnar@SearchExplained.com
Introduction – Search Explained
Search Managers’ Plan…
The Reality…
The Reality in Most Cases…
SEARCH IS INCREDIBLE
WHEN DONE WELL
Definitions
Enterprise Search
Enterprise Search connects people to the information they need
to get their jobs done. The goal is to make enterprise content
findable, both inside and outside the organization.
Enterprise Search is controlled, maintained, and owned by the
organization. Therefore, customizations and custom
developments are possible, and in most cases also needed.
Definitions
Web Search
Search action, initiated on the internet, with the intent to find
(public) web content.
Real-Time Search
Real-time search provides processed real-time data, rather than
indexed content. Real-time search applications are used in big
data scenarios, on social networks, etc.
Definitions
Semantic Search
Semantic Search’s goal is to improve search relevancy by
understanding the searcher’s intent, and the context of searching.
It uses natural language techniques, concept matching, synonyms,
query generalization, and specialization, etc.
Content
Content
Processing
Search
Index
Search UI
“Architectural” View
Query
Processing
Connectors
Analytics & Administration
Content
Enrichment
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Food Recipes
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Search Processes
PUSH
Search Processes
Crawling and Indexing
Crawling and Indexing
Query Processing
Search is more than the technology
Source: http://searchpatterns.org
Search managers must work
with the whole system
The No. 1 thing you can
do to increase relevance
is to attend to your content.
The Paradox of Content
KEEP &
RE-ORGANIZEKEEP &
“FREEZE”
DELETE /
ARCHIVE
Selecting Sources
[CELLRANGE]
[CELLRANGE]
[CELLRANGE]
[CELLRANGE]
[CELLRANGE]
[CELLRANGE]
[CELLRANGE]
[CELLRANGE]
[CELLRANGE][CELLRANGE]
[CELLRANGE][CELLRANGE]
[CELLRANGE][CELLRANGE]
[CELLRANGE]
[CELLRANGE]
[CELLRANGE]
ImpactofContent
Onboarding & Cleanup Effort
Content Sources for Onboarding
a R&D projects - reports
b R&D projects - research notebooks
c Historical projects (OCR)
d Prototype data
e Lab notes
f Patent prep library
g CAD drawings
h Testing/Stress Data
i Design Patterns
j Technical Data Sheets
k Expert Profiles
l Regulation Database
m Subscription (OneSource, Lexis)
n Industry database
o Competitor Web Crawling
p Industry patents
q Newswires
TAXONOMIES AND SEARCH
GOOD TAXONOMY
=
CONSISTENT SEARCH METADATA
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Workshop: Search Managers Bootcamp
Tag Consistently
Workshop: Search Managers Bootcamp
STRATEGY AND PLANNING
Know your Users’ Needs
Involve & Get Involved!
Source: http://searchpatterns.org
THE SEARCH TEAM
The “Search Center of Excellence”
Business,
strategy and
governance
Search
operations
Search
projects
Search
infrastructure
Variety of roles (and Titles)
• Business Analyst
• Enterprise Architect
• Information Architect
• UX Designer
• Developer


(One person might do multiple roles)





Search Strategy
Without Strategy
• Low adoption
• Project failures
• Frustration and chaos
• Inefficiency / loss of productivity
• Compliance breaches and penalties
• Errors and misinformed decisions
• Lack of agility / missed opportunities
• Competitive losses
With Strategy
• Higher project success & adoption
• Better resilience to change
• Higher Productivity & Efficiency
• Lower legal and compliance risk & cost
• Better decision making
• Higher Agility
• Competitive Advantage
Define your requirements
Business
goals
Users
Scenarios
& use cases
Application
Lifecycle
Systems to
integrate
User
Experience
Metrics Milestones
Resources Experts
Search is a “product”, not a one-time project
Time
v1.0 v2.0 v3.0
Minor updates
1-2 year(s) 1-2 year(s)
Avoid the Search Immaturity Cycle
Surveys
Questionnaires
Feedback
The problem must
be the content is not
indexedRFI/RFP
Frustration
Root cause
analysis
Attempt fix
Request
feedback
The
Enterprise
Search Cycle
Security
Security in Enterprise Search
Goal: to protect Enterprise Search from “security incidents”
• Security Trimmed Results
• Enterprise Search Security = Content Security
• Enterprise Search != Security Leak
What if I cannot find a document?
The document does not exist.
The document does exist - but is not in the search index.
The document does exist, is indexed – but I don’t have permission to
read it.
THE NEXT WAVE OF SEARCH
TRENDS
54
Technology
Expectations
End-User
Expectations
Consumerization of IT
& Intuitive User Experience
Commoditization of
Search Engines
A new wave of Intelligent Search Engines?
Machine Learning (ML), Natural Language Processing (NLP),
Semantics, Cognitive, Artificial Intelligence (AI), Self-Learning, …
http://www.cmswire.com/information-management/
intelligent-cognitive-ai-based-search-separating-hype-from-reality/
Agnes.Molnar@SearchExplained.com
https://SearchExplained.com/KMWorld

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Workshop: Search Managers Bootcamp