22 Replies Latest reply on Nov 9, 2017 2:00 PM by Jeff Shurtliff

    Visual/Related Term Search

    mattdickens

      The Why

       

      One of the issues inherent with tagging content via a folksonomy rather than with controlled vocabulary terms is of course the variety of terminology used, especially with contributors from across the globe. This is generally okay in a jive environment with a small number of groups, with each containing content relating to a specific subject area. It's not so great when you have 25,000 groups with some territory-specific versions of groups and content about a specific subject area residing in multiple places and having different language or terminology applied to it.

      The problem is that users search by whatever term they and their immediate colleagues use to describe the content they need, get back results that have been tagged in that way and the majority of users will think that is all the system has to offer. What these users never discover is that there may be a great deal more content in the system that simply doesn't use the terminology they used in their first search but instead uses something slightly different. . Most search administrators would normally attempt to address this sort of problem with the use of search synonyms but sadly Jive's search can only handle single word synonyms and does not permit those with multiple words.

       

      Some helpful contributors do of course foresee this issue and ensure that they add alternative tags to their content to ensure it can be found via a variety of different searches e.g. FS, Financial Services OR Blockchain, crypto currency, distributed ledger, etc. Sadly, not all contributors remember to do this but what if we could leverage the alternative tags added by these helpful contributors to help users find other relevant content that uses them throughout the title and body?

      The tag cloud functionality in Jive e.g. https://community.jivesoftware.com/tags  is a step in the right direction as it allows users to search for content by a tag and also see the 'sibling' tags that have been used alongside the tag they searched for. The problem (apart from it having a bad user interface) is that the results it returns are limited to content that has the term in the tags field. This is because it is actually a filter by tag rather than a search.

       

      The What

       

      In an effort to address this and attempt to improve the discoverability of the content within our Jive community, I have built a prototype search interface that not only returns search results for your original search query but also some alternative/related terms you may wish to consider searching by. These alternative/related terms are actually the tags from the content and place search results.

       

      vs3.gif

       

       

       

      The How

       

      For now, I'm simply hosting this in a group within an HTML widget but do plan to create a tile or an app.If you'd like to try the search out in your group, simply copy and paste the code attached into a full-width HTMLwidget on an overview page. It is confirmed to be working in Jive 8 and cloud but please let me know if you find any other issues. This will not work in an HTML tile.

       

       

      The Ask

       

      I'd very much appreciate your feedback on the idea. It would be great for other communities to install the search and gather feedback from their users. I'd love to hear their thoughts.

       

      Customers - Jive Hub

       

      Message was edited by: Matt Dickens - Fixed issue with date filter

       

      Message was edited by: Matt Dickens: v1.3 added. Few minor UI changes + removal of FAQ link which is only valid in our community.

        • Re: Visual/Related Term Search
          Helen Chen

          This is really interesting Matt Dickens. I look forward to seeing the tile version of this. 

           

          Tagging David DeWald.

          • Re: Visual/Related Term Search
            l9rezn

            Matt Dickens - this is a great and much needed functionality. I look forward to playing with it and giving you my feedback soon.

             

            Thanks!

            Lea

            • Re: Visual/Related Term Search

              This looks fascinating, so I tried to use it. Unfortunately, it's not working in Jive-n Cloud for me (2016.3). For just a moment the Visual Search title appears and then it is gone. I'm using it in an HTML tile.

              • Re: Visual/Related Term Search
                mcollinge

                Awesome work (as usual) Matt! What a nice Xmas present!! We'll get this put on our Community to see how well it works for us.

                • Re: Visual/Related Term Search
                  mattdickens

                  I just spotted a bug in the version of the code I shared with you all. I'd made a tweak to the code to allow it to work in both Jive 8 s well as Cloud but it appears I didn't test the date filter feature as it didn't work. Owing to the issue I have hit here moment.js I have only been able to fix it for the Jive 8 users and have updated the attached code. Cloud users will still find the date filters not working.  I'll implement a fix for cloud users as soon as I figure it out.

                    • Re: Visual/Related Term Search
                      mattdickens

                      This is now fixed but be sure to do your own testing.

                      1 person found this helpful
                      • Re: Visual/Related Term Search

                        Matt, I downloaded the zip file just a few minutes ago and updated my widget in my Jive-n Cloud site. When I leave the date filter on All Time I get a snazzy visual display of dots and lines and labels when I search. Selecting any other option in the date filter makes only one dot and label appear, for my search term -- all the rest vanish. The same thing happens when I change to sort by last modified date instead of relevance. So if that's the bug, it's still there for Cloud.

                         

                        The results for people and content and places do still appear, however.

                          • Re: Visual/Related Term Search
                            mattdickens

                            hmm strange - I've just tested it again in Jive SBS 2016.3.3.0  and all appears to be working correctly Are you familiar with the console in your browser? It would be helpful if you could see if there were any errors being thrown up there and paste them here. This could help me understand the problem you are seeing. If you're using Chrome or IE, could you please press F12 and select the Console menu option. If you perform the steps again with the console open, any errors will be displayed.

                              • Re: Visual/Related Term Search

                                Even stranger, Matt: I tried F12 and when I tested it works fine for the date filter and last modified sort, as well. Go figure... so that's good news.

                                 

                                How would you like to receive feedback? I'm thinking it could be useful to post it here so others may see it and chime in. 3 users have tested for me so far. One says simply "Wow." Another likes it a lot after just one try: "I tried it earlier and found it extremely helpful in assisting me to find where I might find what I needed. In this case I entered the word 'onboarding' and the search came up with many different areas all at one time which really made my day. Even after one use, it has my vote:)"

                                 

                                And the third has a feature request: "Is there any way to filter out content when searching?  For example, I'm in the Higher Ed group and many of my searches turn up International or School content."

                                  • Re: Visual/Related Term Search
                                    mattdickens

                                    Hi Ted Hopton

                                     

                                    I'm pleased no bugs are rearing their heads. Re: feedback - definitely post it here. I'd love to see screenshots too (obviously you might want to blur out any confidential info).

                                     

                                    Re: feature requests - definitely want to see them. Re: excluding content - Jive's search does allow you to use NOT in the search query to exclude terms so in your example, you could try including (NOT international AND NOT school) as part of your query. I appreciate however, this probably isn't something every-day users are likely to know how to specify.

                                    1 person found this helpful
                            • Re: Visual/Related Term Search
                              mattdickens

                              If there are any UX specialists out there or if you have any within your orgs, would you mind having them cast their professional eye over the search tool and give me suggestions on where it might be improved (hopefully they won't say we should start afresh!). I've had a comment from someone who feels it needs some work in terms of the application of some basic UX standards and so any suggestions will be greatly appreciated..

                              • Re: Visual/Related Term Search

                                More feedback from different users:

                                 

                                • I like the tool. It enabled me to find terms related to the original item I was searching for (which I might not have discovered using the original search tool as there is too much to scroll through). Is there a way to incorporate the visual search into your own group?
                                  • I (Ted) think the idea of embedding this in a tile in a group/space/project and being able to specify to limit the search to that container is a great idea. Even better if you could select multiple containers to search within, and so truly customize the search, say across a set of groups, spaces or projects that have related content.
                                • I think this could be helpful at times.  I'm not sure if I would use it exclusively over a typical search but I did appreciate being able to see associated/adjacent search terms that I could either switch to or refine with. I was somewhat expecting that if I clicked on a different term, it would rearrange the visual search section, making the new term the main point of the "web" and maybe refreshing the associated terms. I've seen visual dictionaries do this in the past.
                                  • So, this person did not discover that double-clicking would accomplish what he wanted (feedback re: UX)
                                • The search results are displayed in a wider pattern, and that makes it easier to spot the results. As a result,  I don't have to read through lines of text to hopefully find what I want. I got to my results much faster than I would have with the conventional search engine.  In short, I like it.
                                  • Re: Visual/Related Term Search
                                    mattdickens

                                    thanks Ted Hopton

                                     

                                    I have written another tile in our environment called 'Multi-place search tile' (catchy name eh but it does what it says!). This allows group admins to specify a number of groups to search and to also choose to search child places (projects within groups and spaces/sub-spaces etc). If I do build a tile version of Visual Search, I do plan to include this functionality into it.

                                     

                                    Re: the feedback on re-arranging the section on clicking each tag - this wouldn't really allow the user to explore related terms to their original term. They would effectively commit to a branch or term and have to back out to get back to the original node graph. Surprising the user didn't see the guidance explaining the double-click but I think that shows that "you can only lead a horse to water ..."

                                     

                                    Other feedback you are likely to hear is that people have 'filtering' in their head when clicking on the alternative nodes such that a search for 'onboarding' might result in 'uk' as an associated node and that clicking it would filter the results down to those concerning 'uk onboarding'. This is of course not the case as it will do a completely new search for just 'uk'. To accomplish the former, the user would have to hold down ctrl or shift and click to add UK to their search query. I could have made the tool nodes function as filters upon click but that is not the issue I am intending to address with it.

                                     

                                    You'll see I made a couple of UI tweaks earlier today so you might want to refresh your version's code with the latest attached.

                                  • Re: Visual/Related Term Search
                                    noelwhite

                                    Bravo Matt, this is awesome!  We definitely have similar problems you described in The Why, and this is a very cool solution.  We are working on upgrading to jive 8, and I think theming the d3 bubble chart view into a tab on the Jive searches (both Spotlight and Main search) would be a great alternative view at times.

                                     

                                    UX wise...

                                    • Hovering over a node hides the other nodes, and is a good opportunity to reveal node specific info.  I am not sure if you currently have anything useful to display, but maybe relationship info between the original term and this node?
                                    • 95% of users never read static text (this stat has been confirmed from information found on the Internet).  I would simplify the UI by removing the "Guidance" section, and have it show up when hovering over a node.
                                    • The Search Options dirty the interface.  I would make the defaults what people find useful 90% of the time, and have a visual cue to get to the other options when needed.
                                    • The icons in the content search differ from the ones normally used.  This makes it hard to determine specific content type.

                                    Thank you for sharing this!

                                      • Re: Visual/Related Term Search
                                        mattdickens

                                        Thanks for the feedback Noel White. We haven't fully integrated the search into our community yet and are figuring out how best to do it with minimal customisations. My preference would be to have another search button/option available in spotlight search that allowed users to choose Visual Search instead of Full Search. Whatever we choose, we need to ensure that it is achievable in our current version of Jive as well as cloud (should we move to it in the future).

                                         

                                        My comments on your UX suggestions:

                                        Re: hovering over nodes - I have considered adding a 'menu' of possible actions to perform. The 'relationship' of the node to the root node is always the same though - it is simply a tag on a document mentioning the root node term.

                                        Re: having guidance only show up on hover - this is exactly what I had in the first version I created internally but the feedback from the usability testing we did was that they'd never click/hover to view the guidance. They therefore only worked out how to click a node to search for its associated term and didn't figure out the combining of node terms or the double-click option.

                                        Re: the search options - Again, my original version didn't have any of this but feedback has been that they want to all of these things so I have gone ahead and added them. I appreciate however that these options aren't very slick right now and could perhaps be styled a little better - I'm just in need some inspiration (read that as 'for someone to tell me what would look really good').

                                        Re: the icons - these are the icons in use in Jive's v8 and the latest cloud search although I'm using the generic file upload icon where normal search might show a pdf, excel, word or powerpoint icon.

                                          • Re: Visual/Related Term Search
                                            noelwhite

                                            Re: hovering - Do you have a count or anything that might be relevant?  Bubble size might be a better indicator of relevance anyway.  I am not sure what I would want here, but it seems like it is missing something obvious on hover.  I just don't know what it should be.

                                             

                                            Re: Guidance - I like to work toward as clean an interface as possible.  Most people like that and use defaults.  The power users can dig in.  There will always be a few trouble-makers that neither read, nor dig in and try.  My preference is clean and simple as I can get it, and control the feature creep.

                                             

                                            Re: Search - You have great options on there (other than the multi-place search which we already have solutions to support).  UI comment is the same as above.

                                             

                                            Re: Icons - You nailed it.  It is the Microsoft object icons where I was noticing the difference.

                                              • Re: Visual/Related Term Search
                                                mattdickens

                                                Re: bubble size and relevance - It would be possible to change the bubble size based on the number of occurrences of the tag in these first 30 content and place results but I personally don't believe this is particularly important or representative of the relevance of that tag to your original search query. An important point to note about the nodes being displayed is that they are not necessarily alternatives to the search term entered - they are simply the tags from the results that were returned. A good example would be to search for 'brexit' which would undoubtedly return 'uk' as a tag used on the documents. This would be a poor alternative term to search for if you were looking for 'brexit' related information. If we were to increase the size of these nodes based purely on the popularity of the term, users may mistake it for the tool misinterpreting the meaning of their search and ultimately begin to question its overall accuracy.

                                                 

                                                Also, in my view, the concept of showing larger bubbles or terms (like a tag cloud) to indicate popularity of the term are for filtering results down based on more common terminology. This isn't really what I'm trying to achieve with this tool. I am hoping to provide the user with a selection of alternative terms they may wish to search by and it might take a particular tag to be used just once in the user's initial search results to lead them to find much more relevant content.

                                                 

                                                I appreciate this might not be everyone's view on this aspect of search but I'd rather not introduce indicators that could be misinterpreted or suggest inaccurate relationships.

                                                  • Re: Visual/Related Term Search
                                                    noelwhite

                                                    Agreed.  If it is not relevant in aiding me to get to a better solution, then it is bad to use as a UI variant.  As a counter, though, I am not sure it is not relevant.  If I search for "blockchain" and get results indicating there were few uses of that term, but there were a bunch of related "bitcoin" uses, that might be a good indicator that I should click on the "bitcoin" node and check those results out.  So I can see both sides.

                                            • Re: Visual/Related Term Search
                                              Jeff Shurtliff

                                              This is really nice, well done!  I'm not seeing the attached code though, was it removed or am I just blind?