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Sitecore Search:
A Real PoC
Jesper Balle & Sebastian Winslow
#sugcon
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
Sebastian Winslow
CTO (DK)
Sitecore MVP 2009-2023
sebastian.winslow@valtech.com
Jesper Balle
Tech lead & Solution architect
jesper.balle@valtech.com
Presented by Valtech
Sitecore Search
An introductoin
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
A bit of history
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• SaaS
• Based on experience from Discover
• Many configuration options through UI
• Role-based interface
• Reporting
• Rich feature set
• Predictive and AI
A new boy in town
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Crawling
§ Content is actually on the page
§ What content to index
§ How to update (1 page multiple items)
• Item based
§ Easily integrated in content creation
§ Which fields to index
§ What constitutes the page
”Sitecore” indexing approaches
• Feeds
§ Easy to control and keep overview of
content being indexed
§ Address potential JS issues
• API push
§ What constitutes the page
§ Mass or incremental updates
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Customer Engagement Console
§ Site performance
§ Pages (that uses widgets)
§ Widgets
§ Analytics
§ Global Resources
§ Catalog
§ Developer Resources
§ Administration
CEC – your friend to be
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• KPIs
§ Visits
§ Page views
§ Requests
§ Widget performance
§ Conversion rates
• Filters
§ Time
§ Devices
§ App type
• Web, native…
Site performance
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• An overview of search powered pages
• Where are widgets used
• Widget and Page variations
• Schedules
• Split tests
Pages and widgets
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Further insights into the site
performance
§ Widgets
§ Keywords
§ Content
Analytics
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Two types of profiles
§ Content
• Source (missing filter)
• Name
• Type
• Tags
• …
§ Visitors
• UUID, email...
• CCPA/GDPR Deletion
Request
Catalog
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• API Access
• API Explorer
• Event monitor
• Documentation (Discover)
Developer Resources
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Domain settings • Sources
Administration
And Users!
The Case
www.findbolig.nu
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Findbolig.nu is a platform to manage long and short term rental of residences
• Used by private landlords (individual or a minor business)
• Majority however is pension funds and larger organizations with a larger property
portfolio
• Different rental models: Adverts or waiting lists
• Several hundreds of thousand of users – some long & some short term
• Many different and very complex business rules, cross organizations, behind the
scene
• Purpose: To make rental residences easily visible for those needing it.
• Goal: To ensure no residence is without a tenant – minimize the idling time
What’s the site about
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Main search
§ Filtering / Facets
§ Sorting
§ Paging
§ Suggestion
§ Ranking
§ Mixed results
§ Map search
§ ”Random” result
Search Features
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
Search Features
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• New Residences – every day
Search Features
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Similar residences – for inspiration
§ Criteria based on chosen residence
§ Price +/- x%
Search Features
§ M2 +/- y%
§ etc.
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Predefined Searches & Search agents
§ Filtering / Facets
§ Member / not member
Search Features
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
Featured
listings
Potential search features
Freetext
on listings
FAQ
Site
search
The case moves into Search
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Entry points for crawling
§ Request
§ RSS
§ Sitemap
§ JS
Triggers
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Which urls to follow
• Can have multiple, with different
definitions for different parts of the site
§ Only links within specific sections
§ Only links of specific class
§ Only PDF documents
• Editor based on Monaco
Request extractors
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Used to define what content on the
page you actually want to have indexed
• Can have multiple, with different
definitions for different parts of the site
• Each extractor can have its own
content-type, set through available tags
• Manipulate your data when indexing
§ ”Computed fields”
• Editor based on Monaco
Document Extractors
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
Document Extractors (2)
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• https://discover-
euc1.sitecorecloud.io/discover/v2/{id}
• rfk_id – the widget (and it’s rules)
• Keyphrase – the search term
• Sitecore Discover provides SDK UI
widgets
- but not Sitecore Search
Search API endpoint
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
Results: Search response
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
API Explorer
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Search request linked to widget
• Widgets can have boosting rules
Refinement
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• You record events to use search stats
and personalization
• https://discover.sitecorecloud.io/event/
v4/publish/{customerKey}
• Part of SDK (to come)
Insights: Record events
Conclusion
© 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/
• Issues
§ Tech admin role
§ Shaky UI
§ Logs
§ Infinite scrolling
§ Documentation
§ Job overview and abortion
§ Missing SDK
=> lot of work in relation to insights and
enabling features on Frontend
§ In migration scenarios: fitting markup?
• Benefits
§ Incredible flexibility
§ Highly configurable
§ SaaS
§ Fast
§ Standard search feature set and much
more
§ Insights / Analytics
§ Split test
Findings
” –
We see a big potential and loads of use cases for
the product – and pinning Dave O’ Flanagan to his
promise of focusing on bringing the existing
products through stabilzation, documentation and
best practices, we cannot wait to get going with it
Jesper & Sebastian
We are proud community members!
Please contact us on the following handles:
sitecorechat.slack.com twitter
sitecorechat.slack.com twitter
jballe @BalleJesper
psWinslow @W1nsl0w
Thank you!
Happy searching
Best regards
Jesper and Sebastian
From

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Search - Sugcon 2023.pptx

  • 1. Sitecore Search: A Real PoC Jesper Balle & Sebastian Winslow #sugcon
  • 2. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ Sebastian Winslow CTO (DK) Sitecore MVP 2009-2023 sebastian.winslow@valtech.com Jesper Balle Tech lead & Solution architect jesper.balle@valtech.com Presented by Valtech
  • 4. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ A bit of history
  • 5. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • SaaS • Based on experience from Discover • Many configuration options through UI • Role-based interface • Reporting • Rich feature set • Predictive and AI A new boy in town
  • 6. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Crawling § Content is actually on the page § What content to index § How to update (1 page multiple items) • Item based § Easily integrated in content creation § Which fields to index § What constitutes the page ”Sitecore” indexing approaches • Feeds § Easy to control and keep overview of content being indexed § Address potential JS issues • API push § What constitutes the page § Mass or incremental updates
  • 7. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Customer Engagement Console § Site performance § Pages (that uses widgets) § Widgets § Analytics § Global Resources § Catalog § Developer Resources § Administration CEC – your friend to be
  • 8. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • KPIs § Visits § Page views § Requests § Widget performance § Conversion rates • Filters § Time § Devices § App type • Web, native… Site performance
  • 9. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • An overview of search powered pages • Where are widgets used • Widget and Page variations • Schedules • Split tests Pages and widgets
  • 10. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Further insights into the site performance § Widgets § Keywords § Content Analytics
  • 11. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Two types of profiles § Content • Source (missing filter) • Name • Type • Tags • … § Visitors • UUID, email... • CCPA/GDPR Deletion Request Catalog
  • 12. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • API Access • API Explorer • Event monitor • Documentation (Discover) Developer Resources
  • 13. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Domain settings • Sources Administration And Users!
  • 15. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Findbolig.nu is a platform to manage long and short term rental of residences • Used by private landlords (individual or a minor business) • Majority however is pension funds and larger organizations with a larger property portfolio • Different rental models: Adverts or waiting lists • Several hundreds of thousand of users – some long & some short term • Many different and very complex business rules, cross organizations, behind the scene • Purpose: To make rental residences easily visible for those needing it. • Goal: To ensure no residence is without a tenant – minimize the idling time What’s the site about
  • 16. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Main search § Filtering / Facets § Sorting § Paging § Suggestion § Ranking § Mixed results § Map search § ”Random” result Search Features
  • 17. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ Search Features
  • 18. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • New Residences – every day Search Features
  • 19. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Similar residences – for inspiration § Criteria based on chosen residence § Price +/- x% Search Features § M2 +/- y% § etc.
  • 20. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Predefined Searches & Search agents § Filtering / Facets § Member / not member Search Features
  • 21. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ Featured listings Potential search features Freetext on listings FAQ Site search
  • 22. The case moves into Search
  • 23. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Entry points for crawling § Request § RSS § Sitemap § JS Triggers
  • 24. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Which urls to follow • Can have multiple, with different definitions for different parts of the site § Only links within specific sections § Only links of specific class § Only PDF documents • Editor based on Monaco Request extractors
  • 25. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Used to define what content on the page you actually want to have indexed • Can have multiple, with different definitions for different parts of the site • Each extractor can have its own content-type, set through available tags • Manipulate your data when indexing § ”Computed fields” • Editor based on Monaco Document Extractors
  • 26. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ Document Extractors (2)
  • 27. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • https://discover- euc1.sitecorecloud.io/discover/v2/{id} • rfk_id – the widget (and it’s rules) • Keyphrase – the search term • Sitecore Discover provides SDK UI widgets - but not Sitecore Search Search API endpoint
  • 28. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ Results: Search response
  • 29. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ API Explorer
  • 30. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Search request linked to widget • Widgets can have boosting rules Refinement
  • 31. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • You record events to use search stats and personalization • https://discover.sitecorecloud.io/event/ v4/publish/{customerKey} • Part of SDK (to come) Insights: Record events
  • 33. © 2023 Sitecore User Group Conference Europe and its respective speakers. All rights reserved. https://europe.sugcon.events/ • Issues § Tech admin role § Shaky UI § Logs § Infinite scrolling § Documentation § Job overview and abortion § Missing SDK => lot of work in relation to insights and enabling features on Frontend § In migration scenarios: fitting markup? • Benefits § Incredible flexibility § Highly configurable § SaaS § Fast § Standard search feature set and much more § Insights / Analytics § Split test Findings
  • 34. ” – We see a big potential and loads of use cases for the product – and pinning Dave O’ Flanagan to his promise of focusing on bringing the existing products through stabilzation, documentation and best practices, we cannot wait to get going with it Jesper & Sebastian
  • 35. We are proud community members! Please contact us on the following handles: sitecorechat.slack.com twitter sitecorechat.slack.com twitter jballe @BalleJesper psWinslow @W1nsl0w
  • 36. Thank you! Happy searching Best regards Jesper and Sebastian From