Enterprise Search

Book description

Is your organization rapidly accumulating more information than you know how to manage? This book helps you create an enterprise search solution based on more than just technology. Author Martin White shows you how to plan and implement a managed search environment that meets the needs of your business and your employees. Learn why it’s vital to have a dedicated staff manage your search technology and support your users.

In one survey, 93% of executives said their organization is losing revenue because they’re not fully able to use the information they collect. With this book, business managers, IT managers, and information professionals can maximize the value of corporate information and data assets.

  • Use 12 critical factors to gauge your organization’s search needs
  • Learn how to make a business case for search
  • Research your user requirements and evaluate your current search solution
  • Create a support team with technical skills and organizational knowledge to manage your solution
  • Set quality guidelines for organizational content and metadata
  • Get an overview of open source and commercial search technology
  • Choose an application based on your requirements, not for its features
  • Make mobile and location-independent search part of your solution

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Table of contents

  1. Preface
    1. How to Use This Book
    2. Safari® Books Online
    3. How to Contact Us
    4. Acknowledgments
  2. 1. Searching the Enterprise
    1. Every Day Is a Decision Day
    2. Information as a Corporate Asset
      1. The Information Paradox
      2. Enterprise Search
      3. Search and Information Retrieval
      4. Search Is a Dialog
      5. Search Has to Be Managed
      6. Why Search Is Important
        1. Capitalizing on information investment
        2. Reactive to business opportunities
        3. Making the best use of staff expertise
        4. Bringing new staff on board more quickly
        5. Speeding the process of acquisition
        6. Supporting mobile workers
        7. Reducing workplace stress
      7. Summary
      8. Further Reading
  3. 2. Enterprise Search Is Difficult
    1. A Day at the Office
      1. There Are 3,245 Results
      2. There Are 9 Results
      3. There Are 230 Results
      4. There Are 400 Results
      5. There Are 425 Results
      6. There Are 390 Results
      7. You Think It’s All the Relevant Information
    2. A Short History of Search
    3. A Short History of Information Retrieval
    4. Recall, Precision, and Relevance
    5. Why Can’t Our Search Be Like Google?
    6. With Web Search You Have Options
    7. Information Quality
      1. Poor Titles
      2. No Author Information
      3. Metadata
      4. Ambiguous Date Formats
      5. Document Structure
    8. Language
    9. Summary
    10. Further Reading
  4. 3. Defining User Requirements
    1. Information Seeking Models
    2. Another Search Engine! Why?
    3. User Requirements and User Satisfaction
    4. Climate Surveys
    5. Diaries
    6. Focus Groups
    7. Help Desk Calls
    8. Microsoft Product Description Cards
    9. Personas
    10. Team Meetings
    11. Usability Tests
    12. Use Cases
      1. Analysis
      2. Compliance
      3. Expertise
      4. Induction
      5. Item
      6. Learning
      7. Mobile
      8. Monitor
      9. Product
      10. Task
    13. User Interviews
    14. User Surveys
    15. Search Benchmarking
    16. Search Logs
    17. Stories
    18. User Feedback
    19. Writing the User Requirements Report
    20. Summary
    21. Further Reading
  5. 4. Planning for Search
    1. Making a Business Case
    2. Invest in Skills Before Software
    3. Search Support Team
    4. Stakeholder Analysis
    5. Business Impact
    6. Search Owner
    7. Content
      1. Owner
      2. Scope
      3. Document Size and File Formats
      4. Metadata Management
      5. Language
      6. Security
    8. Technology
    9. Infrastructure
    10. Disaster Recovery
    11. Security
    12. Performance
    13. Metadata and Taxonomies
    14. Help Desk
    15. Usability
    16. Training and Support
    17. Risks
    18. Web Site Search
    19. Summary
    20. Further reading
  6. 5. Search Technology Part 1
    1. Content Gathering
    2. Connectors
    3. Document Filters and Language Identification
    4. Parsing and Tokenising
    5. Stop Words
    6. Stemming and Lemmatization
    7. Dates
    8. Phrases
    9. Processing Pipeline
    10. Building and Managing the Index
    11. Security and ACLs
    12. Query Management
    13. Spell Checking
    14. Retrieval Models
    15. Ranking
    16. Summarization
    17. Document Thumbnails
    18. Summary
    19. Further Reading
  7. 6. Search Technology Part 2
    1. Entity Extraction
    2. People Search
    3. Federated Search
    4. Duplicate and Similar Documents
    5. Mobile Search
    6. Faceted Search
    7. Multilingual Search
    8. Search-Based Applications
    9. Semantic Search
    10. Social Search
    11. Text Mining and Sentiment Analysis
    12. Summary
    13. Further Reading
  8. 7. The Business of Search
    1. Industry Structure
      1. Dassault
      2. HP
      3. IBM
      4. Lexmark
      5. Oracle
    2. Independent Search Vendors
    3. Open Source Search Software
    4. Google and Search Appliances
    5. Microsoft SharePoint
    6. Specialized Search Components
    7. Cloud-Based Search
    8. OEM Applications
    9. Systems Integrators
    10. e-Discovery
    11. Summary
    12. Further Reading
  9. 8. Specification and Selection
    1. The Project Teams
      1. Specification Project Team
      2. Selection Project Team
      3. Installation Project Team
      4. Project Programme Office
    2. The Global Dimension
    3. Risk Management
    4. Project Schedule
    5. Writing the Specification
      1. The Story So Far
      2. Content Scope
      3. User Expectations
      4. Information Systems Architecture
      5. IT Partnerships
      6. Internal Development and Support Resources
      7. Security and Identity Management
      8. Federated Search Requirements
      9. People Databases
      10. Project Timetable
    6. Functional Specification
      1. Connectors and APIs
      2. Federated Search User Interfaces
      3. Index Freshness
      4. Filters and Facets
      5. Taxonomy and Metadata Management
      6. Search and System Logs
      7. Entity Extraction
    7. Questions for the Vendors
      1. Risk Assessment
      2. Project Schedule
      3. Project Management Methodology
      4. Upgrade Release Schedule
      5. Supporting a Global Implementation
      6. User Groups
      7. Key Employee Strategy
      8. License and Support Costs
      9. Reference Sites
      10. Training
    8. Building the Vendor Short List
    9. Using a Consultant
    10. Using a Implementation Partner
    11. Open Source Software Procurement
    12. The Best of Both Worlds?
    13. Proof of Concept
    14. Contract Negotiation
    15. Summary
    16. Further Reading
  10. 9. Installation and Implementation
    1. Project Management
    2. Customer Responsibilities
    3. Implementation Schedule
    4. Knowledge Transfer
    5. The Show Stoppers
    6. Get Indexing!
    7. User Interface Design
    8. Usability and Accessibility Testing
    9. Disaster Recovery Tests
    10. Help Desk
    11. Metadata Management
    12. Communications Plan
    13. Summary
    14. Further Reading
  11. 10. Managing Search
    1. Search Support Team Roles
      1. Search Manager
      2. Search Technology Manager
      3. Search Analytics Manager
      4. Search Information Specialist
      5. Search User Support Manager
    2. Supporting Global Enterprise Search
    3. Creating a Centre of Search Excellence
    4. Search Team Skills
      1. Introduction to Information Retrieval
      2. Indexing
      3. Retrieval and Ranking
      4. User Interaction and Interface Design
      5. Evaluation of IR Systems
      6. Web Search
      7. Enterprise Search
    5. Help Desk Management
    6. Security and Compliance
    7. Search Liaison Specialists
    8. Reporting Lines
    9. Test Searches
    10. Best Bets
    11. Usability Tests
    12. Search Logs
      1. Top 50 Searches by Search Terms/Query
      2. Top 50 Searches Leading to Only a Few or No Results Being Presented
      3. Top 50 Searches Leading to No Document Being Selected
      4. Top 50 Most Requested Documents
      5. Top 50 Searches Where More Than Three Pages of Results Were Presented
      6. Clicks on Best Bets
      7. Clicks on Facets and Filters
    13. Feedback Forms
    14. Training and Support
    15. Establishing Good Communications
    16. Summary
    17. Further Reading
  12. 11. A Future for Search
    1. 1. The Petabyte Challenge
    2. 2. Industry Consolidation and Expansion
    3. 3. The Impact of Microsoft SharePoint
    4. 4. Big Data and Text Analytics
    5. 5. Business Intelligence and Unified Information Access
    6. 6. Mobile Search
    7. 7. Cross-Session Search
    8. 8. Social Search
    9. 9. Federated Search
    10. 10. Developments in Information Retrieval
    11. 11. Enterprise Search Professionals
    12. 12. The Digital Workplace
    13. 13. Does ‘enterprise search’ Have a Future?
    14. Further Reading
  13. 12. Critical Success Factors
  14. A. Resources
    1. Enterprise Search – A Reading List
    2. Enterprise Search - Blogs
    3. Further Reading
      1. Chapter 1 Readings
      2. Chapter 2 Readings
      3. Chapter 3 Readings
      4. Chapter 4 Readings
      5. Chapter 6 Readings
      6. Chapter 7 Readings
      7. Chapter 8 Readings
      8. Chapter 9 Readings
      9. Chapter 10 Readings
      10. Chapter 11 Readings
  15. B. Vendor List
  16. Glossary
  17. About the Author
  18. Copyright

Product information

  • Title: Enterprise Search
  • Author(s): Martin White
  • Release date: November 2012
  • Publisher(s): O'Reilly Media, Inc.
  • ISBN: 9781449330446