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Designing for Enterprise Search in a Global Organization
                       Maria Johansson                                                       Lina Westerling
                            Findwise AB                                                          Findwise AB
                         Drottninggatan 5                                                       Sveavägen 31
                  411 14 Gothenburg, Sweden                                            111 34 Stockholm, Sweden
             maria.johansson@findwise.se                                            lina.westerling@findwise.se


ABSTRACT                                                                But one user also said this:
Enterprise Search is used by organizations to capitalize on their                 “It is a lot harder to find that one exact thing that you
internal knowledge by providing quick access to all internal                      are looking for than finding loads of general
information, helping users re-finding and discovering new                         information on a subject on Google.”
information, as well as creating the necessary conditions for
                                                                        And she was right. If a user cannot express what she is looking for
collaboration across organizational and geographical boundaries.
                                                                        in a good way it is much easier to find a lot of general information
In this large organization a search application was created to meet
                                                                        about the subject than that one document she read once (but forget
these goals. This paper focuses on the main design concepts of the
                                                                        what it was and who wrote it). Users need help defining what they
second release of the search application, and how these were
                                                                        are looking for. So how does one go about creating a useful
affected by experiences gained throughout the project. This design      enterprise search application?
focused on simplicity and discoverability. Preliminary results
show that the design is usable and that users find it easier to find    2. COMMUNICATION
the information they are looking for. A general increase in user        The first step the project team took was to assemble a group of
satisfaction is also established.                                       people that were interested in enterprise search. These people
                                                                        included:
Categories and Subject Descriptors                                           •    A steering committee, and a group of stakeholders that
H5.2 [Information interfaces and presentation]: User Interfaces                   provided the project team with valuable input.
General Terms                                                                •    Pilot testers who took part in workshops and interviews
Measurement, Design, Experimentation,                                             before the launch of the first pilot and then evaluated the
                                                                                  new pilot releases of the search application. These
                                                                                  people also often acted as search ambassadors;
Keywords                                                                          spreading the word about the project to their colleagues.
Enterprise Search, Faceted Search, usage testing
                                                                             •    Beta testers, who took part in a beta test prior to the first
1. INTRODUCTION                                                                   launch of the application. The word about the new
                                                                                  search application spread through the other three groups
Every business day, employees need to access information stored
                                                                                  without much effort from the project team. Thanks to
in various enterprise applications and databases. Employees want
                                                                                  some communication material and the involvement of
one entrance to all corporate information. They often perceive the
                                                                                  these groups approximately 1500 employees took part
company intranet as one fuzzy cloud of information, while in
                                                                                  in the beta test prior to the launch.
reality it is a set of highly isolated information silos. Enterprise
search is meant to address this need by providing access to             A large survey was also conducted within the company with the
relevant information and by consolidating ranking and presenting        purpose of collecting information about the state of Enterprise
it properly. But how does one achieve this? The larger the              Search. After the first release of the search application a follow up
organization the more divergent the information access needs.           survey was conducted in order to measure the results of the newly
                                                                        released application. This information was combined with data
Users within this large global organization have very different
                                                                        from the search logs to analyze the search behaviors and
needs when it comes to finding information. Marketing employees
                                                                        information needs of the workers within the organization and
complain that too much technical nonsense is embedded in the
                                                                        resulted in a list of prioritized areas that needed further
search results, while technical users say they are lacking technical
                                                                        improvement. Usability was one of those areas. So how would
depth in the available material. They all want access to all existing
                                                                        you go about designing a usable enterprise search application for a
information in an environment where security is highly prioritized
                                                                        global organization?
and information access strongly restricted. Quotes like these are
common:
                                                                        3. DESIGNING FOR ENTERPRISE
          “We want to search in all information.”
                                                                        SEARCH
          “Google can search the whole internet so why can’t we         Designing for enterprise search is challenging work that involves
          search our own intranet?”                                     packaging complex functionality in an easy-to-use interface.
          “Why can’t our intranet be like Google?”                      Enterprise search is a means for companies to capitalize on their
                                                                        organizational knowledge. This can be done by helping users:



                                                                                                                                             1
•      Speed up their everyday tasks                               suggesting that these are important everyday tasks for the users of
     •      Discover new information                                    the system. These queries are considered as navigational searches
     •      Finding accurate information e.g. information they          rather than informational [3]. Using the Pareto principle [6] a
            know they can rely on.                                      query suggestion list was compiled from items represented in the
      •     Re-finding information they know exist, but cannot find     search logs. When a user first enters the application and starts
      •     Improving the opportunity for collaboration and sharing     typing a query she gets a list of suggestions for matching items.
            knowledge within the organization                           Clicking on one of the items directly takes the user to the
      •     Find information that is relevant for them in their         application or product she was looking for. Since no search
            context or work.                                            against the index is done this functionality not only speeds up
How does this correlate to users desires for a Googlified intranet?     everyday navigational searches but also saves performance. A
It is not a coincidence that the verb “to google” has been added to     user can search for travel expenses not knowing the name of the
several renowned dictionaries, such as those from Oxford and            travel expense application and she will get a suggestion for the
Merriam-Webster. Search has been the de facto gateway to the            system and navigate to it by the click of a button.
Web for some years now. And the users say: “Give us something
                                                                        The information compiled from the query logs was also used for
like Google or better.” This is what we chose to call the Google
                                                                        the purpose of creating quick links for further aiding people in
effect on user expectations.
                                                                        finding commonly requested information. The quick links are also
Due to the highly complex information needs in the organization
                                                                        used to make sure that users found accurate information. So if a
the project team initially had a vision to create the “one
                                                                        user searches for a name of a product the official approved
application to rule them all”, the Enterprise Search Application.
                                                                        product page will show up on top above blog posts or research
The application should be easily converted into a desktop
                                                                        documents for that product.
application all users could have on their desktop. The search
application would be the starting point for everything on the           3.3 Refinding Information
intranet and all users should go to the search application for          Research shows that people are very likely to revisit information
information. But of course users already had their accustomed           they have viewed in the past and to repeat queries that they have
behavioral patterns and ways of finding information.                    used before [4]. Refinding information is important because many
The first release of the new search application was a great             users know that the information exists on the intranet; they just do
improvement to what had been available earlier. Employees               not know where it is located. Users even have problems finding
claimed that they were able to find the information they were           their own documents. Functionality helping users to refind their
looking for! But something still did not work. Many users found         information include:
the application overwhelming and complicated to use. All the
                                                                             •    Searching my items, a quick way for users to find
embedded functionality made it slow to load. Questions about                      documents they are working on.
being more like Google still came up.
                                                                             •    Colleagues’ items, a quick way of searching for
3.1 Usage Tests                                                                   documents written by a user’s colleagues.
The design team decided to do a larger series of usage tests on the          •    Personalized search views where a user can choose to
newly released application. And as suspected, users did not use                   search within her part of the intranet where she knows
the search application as the one starting point for all information.             the information is applicable to her situation. This will
Instead users were showing behavior that followed that of the                     also help users feel that the information they find is
berry-picking model [1]. Search was only one way of finding                       accurate and appropriate.
information. And users did not separate different search
applications from each other. The central search application was             •    Bookmarkable URLs so users can save searches as
seen as the same as the old database search in the document                       bookmarks in the browser. A single search result can
management system; they were all search.                                          also be bookmarked from within the search application.
                                                                                  Users can search within their bookmarked search results
The importance of having a simple and graphically appealing                       and the results are also marked with an icon in search
interface is well established within HCI literature [2]. Instead of               results.
the one central powerful application, the design team decided to
change the design into a simple application that at first glance        3.4 Personalization with Search Views
resembles Google. Combine this application with services that           Users need to find information that is relevant in their context of
make it possible for other systems to use the search engine for         work. An example of this is the needs to search for products and
searching within their own data, users can get quick access to          the relationships between versions of products as well as the
“search” from where ever they are.                                      related documentation and support material. There were many
So how does one create an easy Google like application that still       different examples like these where a particular scenario applied
will meet all the complicated information needs of various user         for a specific user group. So the design needed to incorporate both
groups? The design team’s answer was to make the advanced               the general and the specific.
functionality simple by hiding the complexity in plain sight. Thus      The design incorporated a general view of information where
creating an application that looked really simple, but with fast and    everything was searchable. This would be ideal for looking up
easy access to more complex functionality.                              general administrative information such as information about
                                                                        parental leave or holidays, or finding the official public
3.2 Speeding up Every Day Tasks                                         information about the products sold by the company. The general
Query logs from the search application show that names of               search view is also a good way of getting an overview of all the
applications and products are over-represented in searches              information available on a topic. It resembles a standard Google


                                                                                                                                          2
style results list but incorporating a few extra features such as       types of search results and sources as well as a few standard facets
metadata tailored to the type of search result, icons for different     for quick filtering of search results.




     Figure 1. Overview of the search application. Note that the image is an example and does not portray the real application


The design also incorporates several different search views             fitted with an expanding function, where users with the click of a
targeted for a specific user group, represented in the GUI as tabs.     button could see more information about a search result. The
Users on a local branch in South America could search only              expanded result included:
within their part of the intranet, customer support could search             •    More metadata about results where some of the
within all support documentation as well as lessons learned from                  metadata were links. The user could then directly access
other projects from all over the world. A set of predefined views                 the system, site or information about the author or a
on the internal information was created for this purpose. Early                   product. This increases discovery of new related
adopters or department managers could also set up specific views                  information and also speeds up everyday tasks.
on the information and in just a few seconds share them with their           •    Icon displaying bookmarked results for easily refinding
coworkers.                                                                        information.
This provided search in all information for all but also fitted the          •    Advanced ways to filter the search on the specific type
personal needs of a large number of user groups. Users could find                 of result, or search within a specific site or subset of
the information that they needed in their context of work. They                   information directly from the search result.
could also easily share these views with their colleagues.                   •    Links to related information and functionality within the
                                                                                  different source systems such as approved versions of a
3.5 Presenting Search Results                                                     document.
The search results list is the essence of the search application.            •    Preview of the contents of documents so users can have
Presenting proper information about the results is essential for                  a look at the document and read content directly,
meeting the goals set for the application. The new results list in                without having to enter another application or download
many ways looked like Google. But the design team wanted to                       and open a specific program such as Microsoft Word or
find a way for users to discover the possibilities available with the             Adobe reader for pdfs.
new powerful search tool. The search results list was therefore



                                                                                                                                          3
•    Information about related products, collaboration areas,         •    Include even more information sources to assure that the
          abbreviations and definitions were also displayed above               search application includes all necessary information
          the result list to further aid the users quest for                    sources.
          information. The related information helps users                 •    Focus on contextualizing and facilitating local search.
          discover new information they did not know existed.                   The search application needs to take into consideration
                                                                                the users geographic as well as organizational location,
3.6 Improving Opportunity for Collaboration                                     and also their role/business process in the organization
Related information also included collaboration areas that match a
                                                                                in order to filter and rank results according to the users
users query thus helping users discover new communities or
                                                                                context.
opportunities for collaboration that they might not have known
                                                                           •    Continue to focus on the usability and performance of
existed. Collaboration was also aided simply by making the
                                                                                the search application.
collaboration areas searchable in the search application. Search
                                                                           •    Further work on the communication about the new
provided easy access to the collaboration areas, even for those
                                                                                application is also needed to inform even more
who have not started using them yet.
                                                                                employees about the value of the new search
Users can easily share searches through bookmarkable URL:s.                     application.	
  
They can also share their search views and customizations with
their colleagues.                                                      5. ACKNOWLEDGMENTS
The result was an application that seemed very simple at first         Our thanks to all the people who took interest in our project and
glance, but still included all the different functionality needed in   participated in interviews and usage testing to help improve the
order to fulfill the information needs of the organization’s           enterprise search application.
different user groups. The new design was evaluated through
usage test and though it included the same functionality as the old    6. REFERENCES
search application the results were completely different. Users        [1] Bates, Marcia J. 1989 The Design of Browsing and Berry-
found it not only easier to use but also easy to discover new              picking Techniques for the Online Search Interface Online
information. They found it easier to determine whether a search            Review 13 (October 1989): 407-424.
result was interesting or matched what they were looking for,
                                                                       [2] Hearst Marti, A. 2009 Search User Interfaces. Cambridge
which minimizes the behavior of pogo-sticking [5]. The facets
                                                                           University Press ISBN 9780521113793
options that have not been understood or used previously were
highly appreciated. All in all this confirms the importance of a       [3] Jansen, Bernard J. 2008 Determining the Informational,
simple and graphically appealing design.                                   navigational and transactional intent of web queries.
                                                                           Information Processing and Management 44 (2008) 1251–
4. CONCLUSIONS                                                             1266
The search application described in this paper had an overall          [4] W. Jones, S. Dumais, and H. Bruce. Once Found, What
positive impact on findability for this company. 9 out of 10 users         Then? A Study Of Keeping Behaviors In The Personal Use
use it every week. But even though the search tool has improved a          Of Web Information. Proceedings Of The American Society
great deal, there is still room for further enhancement in order for       For Information Science And Technology, 39(1):391–402,
the company to fully capitalize on the investment in Enterprise            2002.
Search. The improvement areas include:
                                                                       [5] Spool Jared M. 1999 Web Site Usability: A designer Guide
     •    More functionality tailored to a specific scenario or user
          group in detail.                                             [6] http://en.wikipedia.org/wiki/Pareto_principle
     •    Embedding the search functionality in other IT systems.




                                                                                                                                        4

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Enterprise Search Research Article: Designing for Enterprise Search in a Global Organization

  • 1. Designing for Enterprise Search in a Global Organization Maria Johansson Lina Westerling Findwise AB Findwise AB Drottninggatan 5 Sveavägen 31 411 14 Gothenburg, Sweden 111 34 Stockholm, Sweden maria.johansson@findwise.se lina.westerling@findwise.se ABSTRACT But one user also said this: Enterprise Search is used by organizations to capitalize on their “It is a lot harder to find that one exact thing that you internal knowledge by providing quick access to all internal are looking for than finding loads of general information, helping users re-finding and discovering new information on a subject on Google.” information, as well as creating the necessary conditions for And she was right. If a user cannot express what she is looking for collaboration across organizational and geographical boundaries. in a good way it is much easier to find a lot of general information In this large organization a search application was created to meet about the subject than that one document she read once (but forget these goals. This paper focuses on the main design concepts of the what it was and who wrote it). Users need help defining what they second release of the search application, and how these were are looking for. So how does one go about creating a useful affected by experiences gained throughout the project. This design enterprise search application? focused on simplicity and discoverability. Preliminary results show that the design is usable and that users find it easier to find 2. COMMUNICATION the information they are looking for. A general increase in user The first step the project team took was to assemble a group of satisfaction is also established. people that were interested in enterprise search. These people included: Categories and Subject Descriptors • A steering committee, and a group of stakeholders that H5.2 [Information interfaces and presentation]: User Interfaces provided the project team with valuable input. General Terms • Pilot testers who took part in workshops and interviews Measurement, Design, Experimentation, before the launch of the first pilot and then evaluated the new pilot releases of the search application. These people also often acted as search ambassadors; Keywords spreading the word about the project to their colleagues. Enterprise Search, Faceted Search, usage testing • Beta testers, who took part in a beta test prior to the first 1. INTRODUCTION launch of the application. The word about the new search application spread through the other three groups Every business day, employees need to access information stored without much effort from the project team. Thanks to in various enterprise applications and databases. Employees want some communication material and the involvement of one entrance to all corporate information. They often perceive the these groups approximately 1500 employees took part company intranet as one fuzzy cloud of information, while in in the beta test prior to the launch. reality it is a set of highly isolated information silos. Enterprise search is meant to address this need by providing access to A large survey was also conducted within the company with the relevant information and by consolidating ranking and presenting purpose of collecting information about the state of Enterprise it properly. But how does one achieve this? The larger the Search. After the first release of the search application a follow up organization the more divergent the information access needs. survey was conducted in order to measure the results of the newly released application. This information was combined with data Users within this large global organization have very different from the search logs to analyze the search behaviors and needs when it comes to finding information. Marketing employees information needs of the workers within the organization and complain that too much technical nonsense is embedded in the resulted in a list of prioritized areas that needed further search results, while technical users say they are lacking technical improvement. Usability was one of those areas. So how would depth in the available material. They all want access to all existing you go about designing a usable enterprise search application for a information in an environment where security is highly prioritized global organization? and information access strongly restricted. Quotes like these are common: 3. DESIGNING FOR ENTERPRISE “We want to search in all information.” SEARCH “Google can search the whole internet so why can’t we Designing for enterprise search is challenging work that involves search our own intranet?” packaging complex functionality in an easy-to-use interface. “Why can’t our intranet be like Google?” Enterprise search is a means for companies to capitalize on their organizational knowledge. This can be done by helping users: 1
  • 2. Speed up their everyday tasks suggesting that these are important everyday tasks for the users of • Discover new information the system. These queries are considered as navigational searches • Finding accurate information e.g. information they rather than informational [3]. Using the Pareto principle [6] a know they can rely on. query suggestion list was compiled from items represented in the • Re-finding information they know exist, but cannot find search logs. When a user first enters the application and starts • Improving the opportunity for collaboration and sharing typing a query she gets a list of suggestions for matching items. knowledge within the organization Clicking on one of the items directly takes the user to the • Find information that is relevant for them in their application or product she was looking for. Since no search context or work. against the index is done this functionality not only speeds up How does this correlate to users desires for a Googlified intranet? everyday navigational searches but also saves performance. A It is not a coincidence that the verb “to google” has been added to user can search for travel expenses not knowing the name of the several renowned dictionaries, such as those from Oxford and travel expense application and she will get a suggestion for the Merriam-Webster. Search has been the de facto gateway to the system and navigate to it by the click of a button. Web for some years now. And the users say: “Give us something The information compiled from the query logs was also used for like Google or better.” This is what we chose to call the Google the purpose of creating quick links for further aiding people in effect on user expectations. finding commonly requested information. The quick links are also Due to the highly complex information needs in the organization used to make sure that users found accurate information. So if a the project team initially had a vision to create the “one user searches for a name of a product the official approved application to rule them all”, the Enterprise Search Application. product page will show up on top above blog posts or research The application should be easily converted into a desktop documents for that product. application all users could have on their desktop. The search application would be the starting point for everything on the 3.3 Refinding Information intranet and all users should go to the search application for Research shows that people are very likely to revisit information information. But of course users already had their accustomed they have viewed in the past and to repeat queries that they have behavioral patterns and ways of finding information. used before [4]. Refinding information is important because many The first release of the new search application was a great users know that the information exists on the intranet; they just do improvement to what had been available earlier. Employees not know where it is located. Users even have problems finding claimed that they were able to find the information they were their own documents. Functionality helping users to refind their looking for! But something still did not work. Many users found information include: the application overwhelming and complicated to use. All the • Searching my items, a quick way for users to find embedded functionality made it slow to load. Questions about documents they are working on. being more like Google still came up. • Colleagues’ items, a quick way of searching for 3.1 Usage Tests documents written by a user’s colleagues. The design team decided to do a larger series of usage tests on the • Personalized search views where a user can choose to newly released application. And as suspected, users did not use search within her part of the intranet where she knows the search application as the one starting point for all information. the information is applicable to her situation. This will Instead users were showing behavior that followed that of the also help users feel that the information they find is berry-picking model [1]. Search was only one way of finding accurate and appropriate. information. And users did not separate different search applications from each other. The central search application was • Bookmarkable URLs so users can save searches as seen as the same as the old database search in the document bookmarks in the browser. A single search result can management system; they were all search. also be bookmarked from within the search application. Users can search within their bookmarked search results The importance of having a simple and graphically appealing and the results are also marked with an icon in search interface is well established within HCI literature [2]. Instead of results. the one central powerful application, the design team decided to change the design into a simple application that at first glance 3.4 Personalization with Search Views resembles Google. Combine this application with services that Users need to find information that is relevant in their context of make it possible for other systems to use the search engine for work. An example of this is the needs to search for products and searching within their own data, users can get quick access to the relationships between versions of products as well as the “search” from where ever they are. related documentation and support material. There were many So how does one create an easy Google like application that still different examples like these where a particular scenario applied will meet all the complicated information needs of various user for a specific user group. So the design needed to incorporate both groups? The design team’s answer was to make the advanced the general and the specific. functionality simple by hiding the complexity in plain sight. Thus The design incorporated a general view of information where creating an application that looked really simple, but with fast and everything was searchable. This would be ideal for looking up easy access to more complex functionality. general administrative information such as information about parental leave or holidays, or finding the official public 3.2 Speeding up Every Day Tasks information about the products sold by the company. The general Query logs from the search application show that names of search view is also a good way of getting an overview of all the applications and products are over-represented in searches information available on a topic. It resembles a standard Google 2
  • 3. style results list but incorporating a few extra features such as types of search results and sources as well as a few standard facets metadata tailored to the type of search result, icons for different for quick filtering of search results. Figure 1. Overview of the search application. Note that the image is an example and does not portray the real application The design also incorporates several different search views fitted with an expanding function, where users with the click of a targeted for a specific user group, represented in the GUI as tabs. button could see more information about a search result. The Users on a local branch in South America could search only expanded result included: within their part of the intranet, customer support could search • More metadata about results where some of the within all support documentation as well as lessons learned from metadata were links. The user could then directly access other projects from all over the world. A set of predefined views the system, site or information about the author or a on the internal information was created for this purpose. Early product. This increases discovery of new related adopters or department managers could also set up specific views information and also speeds up everyday tasks. on the information and in just a few seconds share them with their • Icon displaying bookmarked results for easily refinding coworkers. information. This provided search in all information for all but also fitted the • Advanced ways to filter the search on the specific type personal needs of a large number of user groups. Users could find of result, or search within a specific site or subset of the information that they needed in their context of work. They information directly from the search result. could also easily share these views with their colleagues. • Links to related information and functionality within the different source systems such as approved versions of a 3.5 Presenting Search Results document. The search results list is the essence of the search application. • Preview of the contents of documents so users can have Presenting proper information about the results is essential for a look at the document and read content directly, meeting the goals set for the application. The new results list in without having to enter another application or download many ways looked like Google. But the design team wanted to and open a specific program such as Microsoft Word or find a way for users to discover the possibilities available with the Adobe reader for pdfs. new powerful search tool. The search results list was therefore 3
  • 4. Information about related products, collaboration areas, • Include even more information sources to assure that the abbreviations and definitions were also displayed above search application includes all necessary information the result list to further aid the users quest for sources. information. The related information helps users • Focus on contextualizing and facilitating local search. discover new information they did not know existed. The search application needs to take into consideration the users geographic as well as organizational location, 3.6 Improving Opportunity for Collaboration and also their role/business process in the organization Related information also included collaboration areas that match a in order to filter and rank results according to the users users query thus helping users discover new communities or context. opportunities for collaboration that they might not have known • Continue to focus on the usability and performance of existed. Collaboration was also aided simply by making the the search application. collaboration areas searchable in the search application. Search • Further work on the communication about the new provided easy access to the collaboration areas, even for those application is also needed to inform even more who have not started using them yet. employees about the value of the new search Users can easily share searches through bookmarkable URL:s. application.   They can also share their search views and customizations with their colleagues. 5. ACKNOWLEDGMENTS The result was an application that seemed very simple at first Our thanks to all the people who took interest in our project and glance, but still included all the different functionality needed in participated in interviews and usage testing to help improve the order to fulfill the information needs of the organization’s enterprise search application. different user groups. The new design was evaluated through usage test and though it included the same functionality as the old 6. REFERENCES search application the results were completely different. Users [1] Bates, Marcia J. 1989 The Design of Browsing and Berry- found it not only easier to use but also easy to discover new picking Techniques for the Online Search Interface Online information. They found it easier to determine whether a search Review 13 (October 1989): 407-424. result was interesting or matched what they were looking for, [2] Hearst Marti, A. 2009 Search User Interfaces. Cambridge which minimizes the behavior of pogo-sticking [5]. The facets University Press ISBN 9780521113793 options that have not been understood or used previously were highly appreciated. All in all this confirms the importance of a [3] Jansen, Bernard J. 2008 Determining the Informational, simple and graphically appealing design. navigational and transactional intent of web queries. Information Processing and Management 44 (2008) 1251– 4. CONCLUSIONS 1266 The search application described in this paper had an overall [4] W. Jones, S. Dumais, and H. Bruce. Once Found, What positive impact on findability for this company. 9 out of 10 users Then? A Study Of Keeping Behaviors In The Personal Use use it every week. But even though the search tool has improved a Of Web Information. Proceedings Of The American Society great deal, there is still room for further enhancement in order for For Information Science And Technology, 39(1):391–402, the company to fully capitalize on the investment in Enterprise 2002. Search. The improvement areas include: [5] Spool Jared M. 1999 Web Site Usability: A designer Guide • More functionality tailored to a specific scenario or user group in detail. [6] http://en.wikipedia.org/wiki/Pareto_principle • Embedding the search functionality in other IT systems. 4