October 2009 Archives

Designing an enterprise search interface that employees will use on their intranet is challenging in any circumstance. But starting from nothing more than verbal comments or even a written specification is really hard. However, conversations about what is needed and wanted are informative because they can be aggregated to form the basis for the overarching design.

Frequently, enterprise stakeholders will reference a commercial web site they like or even search tools within social sites. These are a great starting point for a designer to explore. It makes a lot of sense to visit scores of sites that are publicly accessible or sites where you have an account and navigate around to see how they handle various design elements.

To start, look at:

• How easy is it to find a search box?
• Is there an option to do advanced searches (Boolean or parametric searching)?
• Is there a navigation option to traverse a taxonomy of terms?
• Is there a "help" option with relevant examples for doing different kinds of searches?
• What happens when you search for a word that has several spellings or synonyms, a phrase (with or without quotes), a phrase with the word and in it, a numeral, or a date?
• How are results displayed: what information is included, what is the order of the results and can you change them? Can you manipulate results or search within the set?
• Is the interface uncluttered and easily understood?

The point of this list of questions is that you can use it to build a set of criteria for designing what your enterprise will use and adopt, enthusiastically. But this is only a beginning. By actually visiting many sites outside your enterprise, you will find features that you never thought to include or aggravations that you will surely want to avoid. From these experiences on external sites, you can build up a good list of what is important to include or banish from your design.

When you find sites that you think are exemplary, ask key stakeholders to visit them and give you their feedback, preferences and dislikes. Particularly, you want to note what confuses them or enthusiastic comments about what excites them.

This post originated because several press notices in the past month brought to my attention Web applications that have sophisticated and very specialized search applications. I think they can provide terrific ideas for the enterprise search design team and also be used to demonstrate to your internal users just what is possible.

Check out these applications and articles: on KNovel, particularly this KNovel page; ThomasNet; EBSCOHost mentioned in this article about the "deep Web.". All these applications reveal superior search capabilities, have long track records, and are already used by enterprises every day. Because they are already successful in the enterprise, some by subscription, they are worth a second look as examples of how to approach your enterprise's search interface design.

A recent article about how Google Internet search does not use meta tags to find relevant content got me thinking about a couple of things.

First it explains why none of the articles I write for this blog about enterprise search appear in Google alerts for “enterprise search.” Besides being a personal annoyance, easily resolved if I invested in some Internet search optimization, it may explain why meta tagging is a hard sell behind the firewall.

I do know something about getting relevant content to show up in enterprise search systems and it does depend on a layer of what I call “value-added metadata” by someone who knows the subject matter in target content and the audience. Working with the language of the enterprise audience that relies on finding critical content to do their jobs, a meta tagger will bring out topical language known to be the lingua franca of the dominant searchers as well as the language that will be used by novice employee searchers. The key here is to recognize that in any specific piece of content its “aboutness” may never be explicitly spelled out in terminology by the author.

In one example, let’s consider some fundamental HR information about “holiday pay” or “compensation for holidays” or “compensation for time-off.” The strings in quotes were used throughout documents on the intranet of one organization where I consulted. When some complained about not being able to find this information using the company search system, my review of search logs showed a very large number of searches for “vacation pay” and almost no searches for “compensation” or “holidays” or “time off.” Thus, there was no way that using the search engine employees would stumble upon the useful information they are seeking – unless, meta tags make “vacation pay” a retrievable index pointer to these documents. The tagger would have analyzed the search logs, seen the high number of searches for that phrase and realized that it was needed as a meta tag.

Now, back to Google’s position on ignoring meta tags because writers and marketing managers were “gaming the system.” They were adding tags they thought would be popular to get people to look at content not related but for which they were seeking a huge audience.

I have heard the concern that people within enterprises might also hijack the usefulness of content they were posting in blogs or wikis to get more “eyeballs” in the organization. This is a foolish concern, in my opinion. First I have never seen evidence that this happens and don’t believe that any productive enterprise has people engaging in this obvious foolishness.

More importantly, professional growth and success depends on the perceptions of others, their belief in you and your work, and the value of your ideas. If an employee is so foolish as to misdirect fellow employees to useless or irrelevant content, he is not likely to gain or keep the respect of his peers and superiors. In the long run persistent, misleading or mischievous meta tagging will have just the opposite effect, creating a pathway to the door.

Conversely, the super meta tagger with astute insights into what people are looking for and how they are most likely to look for it, will be the valued expert we all need to care for and spoon feed us our daily content. Trusted resources rise to the top when they are appropriately tagged and become bedrock content when revealed through enterprise search on well-managed intranets.