Set up
Set up the search engine and indexing options are considered as the first step in search implementation.
- Hosting: Hosting the search tool.
- Indexing: Indexing the data.
- Index frequency: Configuring the index. (Daily, Monthly)
This step includes any configuration related to the search.
Metadata - Used for faceting, sorting, ranking, relevance.
Breadcrumbs - for better navigation.
Pagination - for better navigation.
Recent Searches - Search assist.
Search suggestions(Did you mean) - Search assist.
Autocomplete - Search assist.
Fine-tune
Once search implementation is done, we need to fine-tune the search by analyzing the results.
Promotion: Normal, Based on search results, we can promote.
Dictionaries: Configure for better results.
Banners: any organizational promotion.
Redirects: Send the user to a page.
General considerations to choose your future search platform.
Search Management and Maintenance -
Thinking about previous data migration and future search upgrades.
User experience -
Different user interface for a range of use cases.
Content -
Which resides in file repositories, document management system, database or CRM applications.
Classifying and unifying cross-system data -
Content processing and defining metadata for the new indexes.
Hybrid Scenarios -
Search data from on-premise and cloud.
Result set customization -
An efficient way of displaying results.
Ranking & Relevance -
Fine-tuning the order of results.
The migration process -
Provide transparent, solid experience to the end-users, Educate the users about the new system.
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