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The SearchMaster's Toolbox Westminster Abbey 31 March 2010 David Hawking

The Searchmaster's Toolbox - David Hawking, Funnelback Search

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David Hawking, pre-eminent information retrieval researcher and Funnelback's Chief Scientist, gave this talk on the need for a Search Master within all but the smallest organisations at a Funnelback Seminar in London on March 31st, 2010. Even if there isn't an individual with that specific job title, the responsibility for maintaining, improving and monitoring search needs to be prioritised and clearly assigned. David's presentation covers the reasons why search is so vitally important and the tools which can improve search results.

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Page 1: The Searchmaster's Toolbox - David Hawking, Funnelback Search

The SearchMaster's Toolbox

Westminster Abbey 31 March 2010

David Hawking

Page 2: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Funnelback OverviewHosted (SaaS) search

Web sites Portals

Enterprise search Intranets/Web Databases File shares Corporate repositories

(e.g. Lotus, TRIM, SharePoint and others)

Search Applications Geospatial Plagiarism detection E-commerce

Contracted Development & Professional Services

Page 3: The Searchmaster's Toolbox - David Hawking, Funnelback Search

UK Customers• From pre-2009: Staffordshire University,

Scottish Care Commission• From 2009:The Electoral Commission,

Digital UK, Hargreaves Lansdown• From 2010: London School of Economics

and Political Science, Incisive Media, British Medical Journal, East Ayrshire Council, ...

Page 4: The Searchmaster's Toolbox - David Hawking, Funnelback Search

First UK Customer - 2004

Page 5: The Searchmaster's Toolbox - David Hawking, Funnelback Search

 

Funnelback Cloud

Instant scalability and redundancy

A fully managed search service that’s instantly scalable and redundant through our specialised search cloud environment.  Funnelback Cloud can be deployed in days, not months. For web sites and online catalogues, complete control over the look and feel allows a seamless experience for your users

Dedicated and fully managed

A fully managed search service hosted on dedicated hardware that’s especially architected to meet the most challenging search environments. For web sites and online catalogues, complete control over the look and feel allows a seamless experience for your users

Self managed

Complete control over the Funnelback search software on a self-managed Windows or Linux platform. Our search experts can help your organisation search across web sites, intranets, database, file shares, SharePoint sites, TRIM, staff directories and other repositories in a single query.

How we deliver searchFunnelback Enterprise

Funnelback Hosted

ABC

Page 6: The Searchmaster's Toolbox - David Hawking, Funnelback Search

“We have been extremely happy with the product and the overall service. We have significant search volume and Funnelback has stood up to the test”

Mary Ramsay National Manager Interactive Services 

Page 7: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Funnelback Enterprise

XML

RelationalDatabases

e.g. Oracle, MS SQL

Web SitesShared Drives

G:

Intranet

Images

CorporateRepositories

e.g. Lotus

TRIM

SharePoint

Page 8: The Searchmaster's Toolbox - David Hawking, Funnelback Search

“Funnelback has taken our complexinternal information environment andmade it accessible”

Mike Swanson, OxfamKnowledge and Information Services Team Leader  

Page 9: The Searchmaster's Toolbox - David Hawking, Funnelback Search

“Search is life”

Page 10: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Costs of poor search• Butler Group: Up to 10% of salary costs

wasted through ineffective search• IDC: A company with 1000 information

workers can expect to waste more than $5M p.a. due to poor search

• Accenture: A survey of 1000 middle managers spend as long as 2 hrs/day searching for information.

Page 11: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Who's the SearchMaster in your organisation?

Page 12: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Stakeholders expect every SearchMaster to do her duty!

• To make external website search work– Sales conversions– Information dissemination– Reduced inquiry handling load

• To provide effective search of corporate information– Happy, productive employees (plus students

and other stakeholders)

Page 13: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Give them the tools and they will do the job!

• Searchmaster• End-user

• Simple• Powerful

Page 14: The Searchmaster's Toolbox - David Hawking, Funnelback Search

1. The basic search tool• Coverage and scale• Quick and easy to install• Good out-of-the-box performance

– It can find the answers people want

• Simple to configure– Avoid features which are too complex to use or

set up.

Page 15: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Time to set up Funnelback• As little as a couple of minutes to install the

product.• As little as a couple of minutes to create a

collection and start updating• A couple of hours to customise look and

feel• A few minutes to activate contextual

navigation, faceting and featured pages.

Page 16: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Perceived Funnelback advantages

• Tried and tested algorithm (20 yrs dev.t)• Control from admin interface• Customisability of business logic / Open

APIs• Flexible result presentation• Professional services model• Open published price list

Page 17: The Searchmaster's Toolbox - David Hawking, Funnelback Search

2. FineTuning• Every search deployment is different

– Web, database, fileshare, Lotus

• The weighting of ranking features must accommodate to the differences

• Manual tweaking is fraught with danger– Fix one query, break a dozen

• Make a test file and use Funnelback FineTune

Page 18: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Spreadsheet testfileemployment health.gov.au/health-career-vacant.htm

jobs health.gov.au/health-career-vacant.htm

vacancies health.gov.au/health-career-vacant.htm

recruitment health.gov.au/health-career-vacant.htm

tenders health.gov.au/list-of-tenders-and-grants.htm

grants health.gov.au/list-of-tenders-and-grants.htm

tenders health.gov.au/list-of-tenders-and-grants.htm

mental health health.gov.au/mental-health-and-wellbeing

mental health strategyhealth.gov.au/mental-strategy

aged care health.gov.au/aged-care.htm

Page 19: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Testfile Desiderata• Representative of real workload

– Unbiased sample– Good estimate of actual performance– Best tuning

• Many queries (e.g. > 100)• Multiple weighted answers (where

applicable)

Page 20: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Break to Demo of FineTuning(based on popular/important queries and data

from LSE)

Page 21: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Out of boxAs configured

-daat (tuned)-daat20000 (tuned)

-daat0/TAAT (tuned)

0

5

10

15

20

25

30

Page 22: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Other LSE Testfiles• Click logs – Right answers are those that

users clicked– Possible to tune to 0% failure rate (unrealistic)

• From keymatches file created for previous search technology(it had 709 rules)– Failure rate is higher (unrealistic)

• Random sample is the preferred approach

Page 23: The Searchmaster's Toolbox - David Hawking, Funnelback Search

FineTuning Summary• Tuning 38 dimensions• Millions of query executions• Achieves substantial gains• Contact [email protected]

Page 24: The Searchmaster's Toolbox - David Hawking, Funnelback Search

But why do some queries still fail?

• Misspelled– Westminister Abbie

• Query words don't match language– “door” or “MOPEM” v. “manually operated

personnel egress mechanism”

• There is no answer to that question.– Maybe there should be– Scope issue?

• How information is published.

Page 25: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Need more tools!

Page 26: The Searchmaster's Toolbox - David Hawking, Funnelback Search

3. Spelling suggestion tools• Suggestions may be useful even if words

are correctly spelled:– Carlton furball club → Carlton football club

• Suggestions based on whole query, not word-by-word

• Don't suggest queries which make no sense in the collection being searched

• Autocompletion: Guide users to the best query

• Context is king

Page 27: The Searchmaster's Toolbox - David Hawking, Funnelback Search

4. Query expansion tools• Manual rules:

– Rego → [registration rego]– MOPEM →[“manually operated personnel

egress mechanism door”]

• Related queries (automatic)– Based on co-clicking

• Contextual navigation (on-the-fly)– Finding superphrases in a deep result set

• Faceting (semi-automatic)

Page 28: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Related queries

Page 29: The Searchmaster's Toolbox - David Hawking, Funnelback Search
Page 30: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Tools to tell you when you need to add, change or reorganize content.

Page 31: The Searchmaster's Toolbox - David Hawking, Funnelback Search

5. Reporting Tools• Queries that produced no results• Click patterns that suggest user wasn't

happy• Pattern analysis – query spike

Page 32: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Reporting

Page 33: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Query Spike - LPG

Page 34: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Pattern Analyser

Page 35: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Pattern Analyser - Timeplot

Page 36: The Searchmaster's Toolbox - David Hawking, Funnelback Search

Conclusions• Search is important

• Organisations benefit when someone takes responsibility for effective search – the SearchMaster.

• A good search tool provides a full kit of simple, effective tools to help the SearchMaster achieve just that.

Page 37: The Searchmaster's Toolbox - David Hawking, Funnelback Search