Data & Reporting

Improving Search Results

Testing frequently used search terms

Run searches report

As part of active content management of the site, popular search words and phrases should be actively reviewed to test whether users are likely finding the content they are searching for. The best way to do this is to run a report on frequently used searches.

  • Admin > Reporting > Basic Reporting Tool > Searches tab
  • Options:
    • Report on: Searches by keyword
    • Order by: Number of users, Descending
    • Choose Range: Last Quarter
  • Click Generate Report Button
  • Click 'save' report (so you can access it again later from the 'Saved Reports' tab)
  • Click 'export'
  • Copy and paste exported text file to Excel document

Test & comment

Search the site using the top search terms one by one and update your content / sections as required.

See the example below with notes on searches and what updates may need to be made. 

Sample Report

Search phrase Testing and comments
annual leave HR & Training page which contained a lot of the A/L documents did not come up in search. Add "annual leave" keywords to this page.
vacancies Tested OK
QI Add 'QI' to Quality Improvement page
staff awards Add 'staff' to 'employee awards' title. Supply information on how to nominate staff for Staff Awards? 
change form Not clear what it is staff are searching for. Ask my colleagues
annual leave policy Tested OK
sickness policy There is no sickness policy document?
healthroster Tested OK
pension No info on this on intranet. Create a new pension page

Action updates to improve search

Create new content

Some content may simply not exist. For example, many users were searching for 'pension' but getting no results. In this case a new page or content item should be created to deliver users what they need.

Update text and metadata

Some content may not include the keywords users are actually using to search. E.g. users were searching for 'staff awards', and therefore not finding the relevant page which was titled 'employee awards'.

To help users:
  • update the name of the item to include 'staff'
  • add 'staff' or 'staff awards' into the intro or description text
  • add 'staff' and 'staff awards' to tags / metadata keywords for the item
  • if Search Term Correction is active, add 'employee awards' as a search term alternative for  'staff awards'

Ongoing

This is ongoing work which should be scheduled every quarter.

Text Box

Boolean Operators - using AND or OR

By default, the search uses the 'AND' operator.

This means that if a user searches for "brand guidelines", only content with the words "brand" AND "guidelines" will show in the results.

You can update search to use the 'OR' operator:

  • Admin menu > Global Settings > Quick search 2.0x - Use the OR operator in the 'Close Matches' query
  • Tick the checkbox

With the 'OR' operator active, if a user searches for "brand guidelines",  content with the word "brand" OR "guidelines" will show in the results. Content which includes both words will appear first in the list of search results.

Indexing & Weighting

Attributes / Class Fields in content templates

Attributes can be weighted according to their importance in search. This is done per content type.

  • Admin menu > Content > Templates
  • Choose a content template
  • Click on 'class fields',  'value attributes' or 'text attributes'
  • For all fields  and attributes you wish to be included/indexed in search, tick Quick Search
  • In addition to ticking Quick Search, you can also tick the following to apply weighting:
    • Is Keyword > high weighting
    • Is Description (attributes only) > medium weighting (also used for feature piece functionality and email tokens)
    • Is Content (attributes only) > indexed in search with standard weighting
  • Save

Sections and section pages

Global settings

Indexing section name as keyword: 
  • Go to Admin > Global Settings > Index community name as keyword for community pages
  • Tick checkbox to index section name as keyword for individual section pages

Section settings

Add metadata keywords and descriptions to be indexed within search, but without appearing on the section itself:

  • Go to the section you wish to update
  • Admin > Edit Page > Edit Settings
  • Add a summary of the section to the "Description" field"
  • Add key search terms to the "Keywords" field

Page settings

Add metadata keywords and descriptions to be indexed within search, but without appearing on the page itself:

  • Go to the section/pages you wish to update
  • Admin > Edit Page > Pages list
  • Click 'Edit' next to a page heading
  • Add a summary of the page to the "Description" field"
  • Add key search terms to the "Keywords" field

 

Search Term Correction

Global settings 

Admin > Global Settings > search for "search term correction"

  • Search Term Correction - ON / OFF
  • Search Term Correction - dictionary source
  • Search Term Correction - maximum ignored impression count
  • Search Term Correction - maximum ignored impression count
  • Search Term Correction - minimal term length

Search Term Correction admin page

Admin > Settings > Search > Search Term Correction

Search Method

Select the appropriate search method depending on your preference for your site:

  • Go to Admin > Global Settings > Full text search method
    • Apply alternative search method with additional management of plurals, inflections and word order
    • Apply thesaurus to search. Requires a thesaurus to be manually specified on the server