Enterprise Search is complex, even in theory. But when you implement your search solution and everything turns to reality, you'll find some new, never-seen challenges. In this session, Agnes will discuss the best, biggest, and most exciting challenges from her experience, including real world customer scenarios and solutions. Regardless of the SharePoint version you use (SharePoint 2010, FAST Search for SharePoint, SharePoint 2013), this session is for you if you want to prepare for these "unexpected" scenarios.
SPC Europe Training Week - Real World Challenges in Enterprise Search
1. Real World Challenges
in SharePoint 2013
Search
AG N ES MO L N AR
IN D EPEN D EN T C O N SU LTANT, EC M & SEAR C H EXPERT
AG H Y@ AGHY.HU
2. Introduction – Agnes Molnar
International SharePoint Consultant
• 10+ Years SharePoint Experience
• Information Architecture & ECM
• Search
SharePoint Server MVP
• 6 Years SharePoint Server MVP
• Speaking at Conferences around the world
• Books, White Papers, Articles
Contact
• E-mail: aghy@aghy.hu
• Blog: http://aghy.hu
• Twitter: @molnaragnes
4. Understanding the Search Flow
Result Type
Result Block
Data Source
Content
Source
Result Type
Result Block
Data Source
Query Rule
Data Source
Query Rule
Result Set
Content
Source
metadata
Data Source
Query Rule
Content
Source
Local Search Index
Indexing
Federation
Remote Search index
Refinement
Panel
Result
Source
Result
Source
Hover Panel
Display
Templates
7. Sorting the Results – Relevance
Ranking
“I’d like to see ALL the relevant results.”
vs.
“I don’t want to see anything that is not relevant
(to me, in this context).”
8. Sorting the Results
Custom Ranking Model
◦
◦
◦
◦
◦
In complex scenarios
When a new property has to be added to the model
When more properties have to be included with weights
On premises only
Global
Query Rules
◦ Sort by one or more Managed Property
OR
Apply a Ranking Model
◦ On premises and in O365
◦ Available on different levels
9. Metadata in Search
Crawled property:
metadata extracted from the documents/items during the crawl.
Managed property:
mapped to crawled properties, controlled by Search Admins, helping users
perform more efficient and successful queries:
◦ Refiners
◦ Displayed in Search Results
◦ Sorting Properties
10. Metadata in Search
Crawled Property
Managed Property
Usage
Refiner
Author
Display on
Result Set
CreatedBy
Author
Display on
Hover Panel
From
Sorting by
11. Metadata –
Entity Extraction in SharePoint 2013
How to get metadata if there’s no metadata?
Entity Extraction
•
The process of tagging a document based on its content,
by extracting its content and looking for matches in a dictionary
Challenges/Limitations:
•
•
•
•
•
•
Dictionary based word matching (Key, Display Form)
Word extraction versus “real” entity extraction
No entity types
No entity hierarchy
No integration with Managed Metadata Term Store
Still hard to maintain
13. Using Managed Properties
Crawled Properties are created during crawl
Managed Properties are filled in with values during crawl
Planning Metadata is critical!
Don’t create more Managed Properties than you need (or will need)
Create/change all Managed Properties that you need (or will need) in a bunch
Crawled Property inventory
◦ What we get from the source system?
Managed Property inventory
◦ What we have in the index?
◦ What else we need?
◦ Missing mappings
18. Want to Learn More?
Blog: http://aghy.hu
Twitter: @MolnarAgnes
The Essential Guide to Enterprise Search in SharePoint 2013 (free e-book)
http://www.bainsight.com/pages/sharepoint-search-2013.aspx
Search Circle (subscription service for Search Managers)
http://www.intranetfocus.com/enterprise-search/thesearchcircle
SharePoint Videos – online trainings: http://www.SharePoint-Videos.com
White Papers, online webinars and trainings for IA and Search Managers
http://earley.com/Training-Webinars
19. Thank you!
H T T P://AG HY.H U
AG H Y@ AGHY.HU
@ MOL NAR AGNES
Editor's Notes
User segmentation
Understanding the components is importantUnderstanding the relationships and connections is the *most* important
RecallPrecision
“Join” by…FilterRefinementDisplaySort/Order
Resource: Configure properties of the Search Box Web Part in SharePoint Server 2013 (http://technet.microsoft.com/en-us/library/gg576963.aspx).
New analytics processing component analyzes content in the search index and user actions that were performed on a site to identify items that users perceive as more relevant than others.Number of ViewsNumber of ClicksOverall item usageRecommendationSocial distance…