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