developing your own query magic in sharepoint search€¦ · developing your own query magic in...

26

Click here to load reader

Upload: donhu

Post on 16-May-2018

212 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

Name

Developing your own Query Magic in SharePoint Search

Virgil Carrollprincipal architect, high monkey

Page 2: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

about me

• From the great State of Alaska• User Experience Aficionado• Been building websites since 1998• Been building SharePoint since 2001• Check out our new website• Blog: http://www.highmonkey.com/blog• Twitter: @vcmonkey

Page 3: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better
Page 4: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

agenda

• Importance of findability• The challenges enterprises face• Doing some Query Magic (actual demos!!)

Page 5: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

The importance of findability

Page 6: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

• How we look for stuff• Complex structures

tend to fail• People want to find

things their way• People DON’T

UNDERSTAND HOW TO FIND STUFF

what is findability

Page 7: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

how users think

• The too-easy information seeking model

User asks question

MAGIC HAPPENS

User received answer

Page 8: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

why doesn’t this model work?

• Users may not know what they are looking for• User may not know the term to look for• User may just want to explore

Page 9: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

search patterns

• Sometimes you’re just looking for one answer (known-item)

Page 10: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

search patterns

• Sometimes you want to investigate (exploratory)

Page 11: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

search patterns

• Sometimes you want to find everything

Page 12: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

search patterns

• Sometimes you need to find it again (Re-finding)

Page 13: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

search patterns

• Searching • Browsing • AskingStart

•Intranet Portal

Browse the intranet hierarchy

•Administration•Marketing•Sales•IT•Online Services

Browse the HR main page

•Benefits•HR Planning•Department

organization•Education &

training•Docs & info

systems

Search the Doc & info systems

•Time-off forms•Vacation request•PTO

Ask for help

•Call HR Department

•Ask ‘cube-mate’

Page 14: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

Berry picking model1. Search2. View results3. Use results to

enhance search4. Repeat until end

result is found

search patterns

Page 15: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

The challenges enterprises face• Garbage in garbage out• You can build an awesome search, but if your content sucks…

• Search requires a hook to work well• It takes a LOT of WORK

Page 16: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

Doing some query magic

Page 17: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

5 simple things you can do to make your search better

Check out my blog post: http://www.highmonkey.com/Blog/August-2015/1199.aspx

Page 18: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

• Works in some, not all• Watch out for user save

patterns• Can create complex

queries to reduce effect

Order by descending date to return fresher results

Page 19: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

• Misspellings, acronyms and synonyms

• Don’t go crazy• Must be updated every

time changed• Affects ENTIRE search

service

Use Thesaurus to relate similar terms

Page 20: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

• Show cleaner results, no one needs to fine a list

• Remove certain file types

Remove lists, libraries and sites

Page 21: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

• Survey your users• Look through your crawl

logs• Understand patterns

Decide what is more important, finding documents or content

Page 22: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

• Segment to better target results

• Tie to search navigation / query rules

Use a result set to narrow down the results you want

Page 23: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

• Prioritize fields to affect results

• Example• Content 0 – just

searchable• Content 1 – weighted

like title• Content 7 – weighted

like body text

• Beware of unintended consequences

Bonus #6: Weight your fields the way you want to

Page 24: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

Lets demo

Presenter
Presentation Notes
Creating a Result Type Creating a Query Rule - Targeting another CSWP Building a refiner
Page 25: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

want to learn more• Go to: http://search.highmonkey.com/ and search ‘Next Gen Search’

• Blog posts of series coming out every two weeks

• To test query rules, try out ‘web’, ‘SharePoint’, ‘Kentico’

• Shoot me a question vie email or twitter

Page 26: Developing your own Query Magic in SharePoint Search€¦ · Developing your own Query Magic in SharePoint Search Virgil Carroll ... 3. Use results to ... • Segment to better

questions??Virgil Carroll, President

High Monkey Consulting

[email protected]

763-201-6040

Blog: http://www.highmonkey.com/blog

Twitter: @vcmonkey