SPConnections Amsterdam: Beyond the Search Center - Application or Solution? (Search Based...

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Agnes MolnarBeyond the Search Center -

Application or Solution?

About Agnes Molnar• SharePoint Server MVP• Senior Solutions Consultant, BA Insight• Recognized blogger, speaker, writer

• Web: http://www.bainsight.com• Blog: http://aghy.hu• Email: Agnes.Molnar@BAInsight.com• Twitter: @molnaragnes

Search

Search connects people

to the information

they need to get their jobs done.

Search• „I know what I’m searching for and know how to

do that”

• „I know what I’m searching for but I don’t know how to do that”

• „I don’t know what I’m searching for”

• „Am I Searching?...”

Enterprise Search

• Enterprise – is no longer within the firewall• Relevance is critical• Search within the organization• „Transparent” Search• Search Driven Applications

Search Components

Source: http://searchpatterns.org

Search Based Application (SBA)

• Software Application • Built on a Search Engine backbone rather

than a database infrastructure • Purpose is not classic information

retrieval, but rather mission-oriented information access, analysis or discovery

SBA Examples

12

ChallengesUser ExperienceChallenges

Multiple search interfaces, systems, and logons; no unified search results

Data and ExpertiseChallenges

Files and email on desktops; structured and unstructured data silos; untapped expertise

Enterpriseand IT Challenges

Relevance and ranking; security, privacy & compliance; scalability, manageability & extensibility

Customizations for Search Driven ApplicationsBuilding on an extensible platform

Configure Extend CreateUser Context

LOB ConnectivityContent ProcessingBusiness languageFederation Sources

UI Look & Feel…..

Relevance ProfilesUI & Web PartsResult Rollup

Visual ElementsWorkflowsAnalytics

…..

Custom ElementsWork Environments

New Innovations….

Content Sources

Content Sources in SBAs

• Combine (join) data• Connect data

– Existing relationships in the source system– Newly discovered, cross-system relationships

• Aggregate data• Visualize data

Data Collection / Crawling

• Crawler: – Connects to the Content Source– Enumerates the content– Reads the content items– Extracts the metadata– Sends the collected info back to the Indexer

Data Collection / Crawling• Connector: Enables to access different types of content

• OOTB:– SharePoint– File Share– Web site– Exchange Public Folders– Custom Connectors– (Lotus Notes)– (Documentum)

Natural Language Processing• Crawl/Index Time

– Language Detection– Tokenization– Stemming and Lemmatization

• Query Time– Approximate Spelling– Phonetic Spelling– Word Truncation– Regular Expressions– Semantic Expansion– Rules-based Matching

Processing: Crawled and Managed Properties

• Crawled property: metadata extracted from the documents/items during the crawl.

• Managed property: can appear in refined searches and helps users perform more successful queries

Processing: Crawled and Managed Properties

Processing: Ranking• Ranking: produce results that are ordered according

to some computed relevancy score

• Dynamic: Based on weighted managed properties (title, body, social tags, etc.)

• Static: – File Type– Click through relevancy– Depth

Processing: Ranking

Processing: Relevance Tuning

User Interface• OOTB Web Parts

– Refinement Panel– Core Results Web Part

• Federation• People Search• Scopes• Custom Web Parts

– Visual Navigation– Mashups– Etc.

• Workflows – Act on Items Immediately

Search Federation

• Using remote index for queries• Location type:

– SharePoint Search index– FAST index– OpenSearch 1.0/1.1

Search Federation

Search Federation• Benefits:

– No resources needed for indexing– Custom Credentials– Usage restrictions– Prefix / Pattern match– Query Template

• {searchTerms} scope:Documents• {searchTerms} type:.doc type:.docx type:.docm

• BUT:– Live Internet connection is required– Bandwith– No control over results (order, relevance, etc.)– Separated Web Parts

Search Federation

Summary

• Search Based Applications?– Need to Aggregate Heterogeneous Content– Neet to Process Large Volume of Data– Need for Real Time Information– Need for Ad Hoc Reporting

THANK YOU!DON’T FORGET TO FILL IN THE EVALUATION!

Email: Agnes.Molnar@BAInsight.comTwitter: @molnaragnes