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Site Search and Relevance

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Site Search and Relevance

  1. 1. Site Search and Relevance Make your content easy to find
  2. 2. FOR A VARIETY OF USERS Search Is Important ● Users without domain knowledge ● Task-oriented or transactional visitors
  3. 3. Tweet Today: If a person can not find what they need from your site? It is as if it wasn’t there. If a person can not find what they need from your site? It is as if it wasn’t there. If a person can not find what they need from your site? It is as if it wasn’t there. Photo: https://unsplash.com/@brucemars @Blackamazon
  4. 4. Search API: Fields
  5. 5. A Word About Field Indexing in Solr ● Fulltext: for relevance ● String or integer: for facets Possible to index a field more than once! Photo: https://unsplash.com/@brucemars
  6. 6. Photo: https://unsplash.com/@brucemars
  7. 7. Boost Important Fields ● Matches in key fields weighted higher ● Usually title, perhaps also sku, others Photo: https://unsplash.com/@brucemars
  8. 8. Photo: https://unsplash.com/@brucemars
  9. 9. Rendered HTML Output ● Add to fields as a quick way to render all content, especially for Fulltext inclusion ● Saves individually configuring many fields, building in relationships to other entities, etc ● Loss of ability to tune relevance per field ○ Could use new display mode, spec priority fields separately Photo: https://unsplash.com/@brucemars
  10. 10. Photo: https://unsplash.com/@brucemars
  11. 11. Referenced entities ● Taxonomy terms, users, etc ● By default will index ID values instead of labels ○ Useful for facets, less so for relevance Photo: https://unsplash.com/@brucemars
  12. 12. Photo: https://unsplash.com/@brucemars
  13. 13. Search API: Processors
  14. 14. HTML Filter ● Prevent HTML tags from being indexed ● Typically on body content or Rendered HTML Output ● Also options to boost relevance for specific tags such as headings Photo: https://unsplash.com/@brucemars
  15. 15. Photo: https://unsplash.com/@brucemars
  16. 16. Ignore characters ● Prevent punctuations and similar characters from impeding matches ● Also transliteration of accented characters Photo: https://unsplash.com/@brucemars
  17. 17. Photo: https://unsplash.com/@brucemars
  18. 18. Highlight ● Display an excerpt of results text, with matches bolded ○ Similar to Google’s result structure ● Can display unexpected formatting, especially when using stemming ○ Solution: highlight with an aggregated field of all content, index as FullText Unstemmed Photo: https://unsplash.com/@brucemars
  19. 19. Photo: https://unsplash.com/@brucemars
  20. 20. Parse Modes ● Part of the view configuration ● Default is very fault tolerant ● Direct query allows for modifiers e.g. + or - on keywords ○ Easy to break ● Fuzziness: characters can be off per word ● Sloppiness: keywords can be apart ● As you change the parse mode, a description provided Photo: https://unsplash.com/@brucemars
  21. 21. Photo: https://unsplash.com/@brucemars
  22. 22. Manipulating Results
  23. 23. Type-specific Boosting ● Available OOTB in recent versions of Search API Solr ● Increased relevance based in bundle / content type Photo: https://unsplash.com/@brucemars
  24. 24. Photo: https://unsplash.com/@brucemars
  25. 25. Boosting Recent Content ● Currently requires custom code ● https://www.drupal.org/docs/8/modules/search-a pi-solr/search-api-solr-howtos/boosting-by-date ● https://www.hashbangcode.com/article/drupal-8- date-search-boosting-search-api-and-solr-search Photo: https://unsplash.com/@brucemars
  26. 26. “Search Keywords” Field ● Give editors the ability to manually specify keywords to add relevance ● Boost to prioritize field, higher than body ● Typically hide in view mode ● Allows editors to add relevance but not remove it ○ No ability to rank results Photo: https://unsplash.com/@brucemars
  27. 27. Photo: https://unsplash.com/@brucemars
  28. 28. Search Overrides Modules ● Allow editors to promote and remove content for specific queries ● Option to manually rank promoted content Photo: https://unsplash.com/@brucemars
  29. 29. Additional Concepts
  30. 30. Relevance is a Process, Not a Destination ● Periodically review popular searches ○ Have an SME evaluate the quality of results ○ Determine what improvements can be made algorithmically vs curating results ● Abandoned searches a metric to evaluate search result quality Photo: https://unsplash.com/@brucemars
  31. 31. Context-specific Searches ● Give visitors the ability to search a subset of content ○ Potentially specialized facets and other functionality ● Examples ○ Product search ○ FAQ knowledgebase ○ Program finder (Higher Ed) Photo: https://unsplash.com/@brucemars
  32. 32. Discussion
  33. 33. Thank you.

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