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BEST PRACTICES FOR FEDERATED SEARCH

Dec 9th 2022 product


facebooklinkedintwittermail

Federated search essentially runs a search query across multiple sites,
applications, or data sources, and displays the results in a single or
multi-column layout. 

With a federated search interface, a media streaming platform could display a
list of songs, artists, and podcasts, all coming from different data sources  –
with a single query. Ecommerce as well could benefit by displaying
recommendations and different categories of products on different parts of the
display.

In a website context, you could create a real time search application that cuts
across multiple domains or subdomains. It’s as easy as adding a new domain or
subdomain to the list of sites to include in a central index, then creating a
few additional rules for how search should appear. For example, if you have a
“parent” website and several “sister” websites, you may want the parent website
to display results from all sites equally, but on a sister site it could favor
results from that sister site. 

For enterprise search, it could include different information sources such as
intranets, databases, and other datasets. You could centralize your back-end
data or execute the same query on different applications and datasets.

In all cases, federated search starts with a single query and returns diverse
results from multiple datasources to help your users to pinpoint the information
they need.


FEDERATED SEARCH CASE STUDY: NSW.GOV.AU

NSW.gov.au is the public face for the Australian state of New South Wales. Like
other government agencies around the world, there’s a top-level government
website plus dozens of other agency sites such as the department of treasury,
ministry of health, department of industry, etc.

The team at NSW.gov.au found that visitors were often searching on questions
around driver’s licenses, liquor licenses, moving, and other topics that were
available on a sister agency site, ServiceNSW.



Drivers license renewal information is on ServiceNSW. NSW.gov.au offers
federated search across both sites to provide a better user experience for site
visitors.

To accommodate visitors, NSW.gov.au blended datasets from ServiceNSW — including
web pages, PDF, and DOCX content —and delivered results alongside the parent
website’s content. 

Web searches on NSW.gov.au include results from both sites but relevance scoring
and machine learning automatically improve results to favor certain keyword
searches. Visitors that type in “rego” (short for driver’s license registration)
on NSW.gov.au will get results from ServiceNSW.

Each site is being crawled independently and the data is consolidated into a
federated search index; no additional connectors were needed. In another
situation you may need to use our APIs and other developer resources to build a
central index. 


CONSIDERATIONS FOR FEDERATED SEARCH ACROSS WEBSITES

There are several considerations for determining exactly how to federate search
data across sites. Here are just a few. If you want more information, take a
look at our in-depth implementation of federated search. 


ORGANIZING SEARCH RESULTS

Every site has its own goals and objectives. The content and audience can vary
considerably from site to site, so it’s important to ensure that the right
content is delivered for the right query.

You can configure rules to deliver results on one or more sites in many
different ways. For example, you could organize by category, by filters on the
front end, or even by your backend indexing processes and query executions. And
these are just a few ways to think about it. Let’s look at each of them
briefly. 

 * Categories: Each site could have its own search synonyms or promotions. In
   that case, you may want to configure the system to search across categories
   differently on each site depending on where the query originates. 
 * Filters & filters: You could have different filters or facets on each site to
   narrow results to just that site or by topic. In other words, the filters
   could be explicitly by domain or, if the sites have very different content,
   the filters could be by content type. 
 * Indexing: Your indexing process can categorize content in websites A and B
   with a tag that’s similar so each record is tagged as it comes in, but set a
   different tag for site C. Then you could build rules for search faceting by
   tags. Or, maybe you want to bias the results from the website someone is
   searching on. In that case, you would have steps at query time that boost
   certain results to promote that domain’s results. And, you can also do
   filtering in the pipeline itself.
 * Multiple queries: You can execute the same query in parallel on different
   data sources and send the results of each dataset.

Likely the search index will be some mixture of all the above. In other words,
there are many different options for a federated search solution both at index
and query time to deliver relevant information. Start with determining the goals
and outcomes for visitors on each site and then you can determine exactly how to
accomplish those goals with search. 


INDEXING, SCHEMA, AND DATA TRANSFORMATION

Perhaps the biggest challenge of federating site search is indexing and managing
radically different schema and site organization. 

 * Different schema: Sites can each use different schemas such as Dublin Core,
   Open Graph, or Schema.org which have different metadata fields and date and
   time formats. 
 * Domain structure: Each site could have a very different domain structure and
   hierarchy. Search engines can use the domain structure (e.g., /index,
   /products/, /services/, /services/details/, etc.) to categorize results and
   improve relevance. 
 * Tagging: The index can be impacted by (1) how h1, h2, h3, etc., tags are
   structured and (2) what metadata is included within tags (e.g., meta labels
   and properties).

To manage for these differences, you can add rules to transform data as it’s
being indexed. For example, you will want to store records and data, such as
time/date, in a consistent format. You may also choose to transform content for
the search index. One website may call it “Corona virus” and another might call
it “ COVID-19,” so you’ll want to store an index that contains the synonym. This
can also be handled through more advanced vector analysis to cluster the data as
numeric topics. 

Another consideration is duplication of content. Different sources of data may
have the same type of content, e.g., /about or /company pages, so when someone
is searching for information about the business, they could come across both.
You’ll want to decide how to handle duplicate or very similar content. 


FILTERS

Search filters help users narrow their search query to find exactly what they
want. With federated search, you can create filters that cut across each site or
which are specific to each domain. 



Generally speaking, there are three different types of filters. These are not
mutually exclusive; you can use one or all three if you wanted.

 * Static filters which allow end users to filter content after entering a
   search query. For example, you can give visitors a way to filter results by
   topic or rating.
 * Dynamic filters (also called facets), which are generated based on the values
   of the search result set. As an example, if a user is searching for “car” you
   could display all the brands — Toyota, Ford, Volvo, etc. — available for that
   category, which would be different from a search for “boats” or
   “motorcycles.”
 * Filter results using filter expressions. In this case, the end-users will
   always see the filtered results. For example, you could limit results to only
   one site or part(s) of your site(s). If you sell shirts, shoes, and jewelry,
   you could exclude results from one or more sections. In other words,
   categories are a natural place to start your filters. 

Whichever kind of filter(s) you choose, you’ll want to consider how they show up
on each site. You can use the same filters on each site, or deliver filters
contextually. 


ANALYTICS

A brief note on analytics: if you’ve added federated searching across different
sources, how do you know it’s working? Each site owner will want a view into
site search performance on their site. Metrics such as click-through-rate (CTR),
conversions, popular queries, and ineffective searches or no results should be
monitored to ensure visitors are finding what they need. 


CONCLUSION

Federated search can provide a better search experience for end-users, but it
requires a good deal of planning to ensure the results match expectations on
each site. It’s worth pointing out that federating search doesn’t mean that each
site needs to use the same CMS or adhere to the exact same schema or metadata
standards. As long as the search index can be standardized, it is easily
possible to deliver great results.

About the author

Jon Silvers

Director, Thought Leadership Marketing


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