TITAN CMS - Segmented Search Block

Powerful search block that lets you group search results into different types of content and from different areas of your site. 

Overview

Segmented Search is a powerful search block that lets you group search results into different types of content and from different areas of your site.  Searches on a specific term might return a mix of news, events, documents, images, videos, etc, and with Segmented Search the results will be grouped based on segment types built.   Segmented Search also provides flexibility to configure filters for users to use in controlling results in a more useful way.  *NOTE: Segmented search needs some css changes based on the design and layout it will be used on. This is because the filter cannot be placed in a different zone. When a designer styles the block they will try to make it look like a filter in the same “zone”. So a filter may have the filter in the right zone, and try to have the segmented search filter look the same, even though it’s in the center zone. We often put it on a full page layout.

Steps

How to build a Segmented Search block on your page:

  1. On the Content tab, select the drop down "Add New Block"
  2. Select "Segmented Search" from the list *Dialog will display.
  3. Select a Segment type and click arrow to move segment to selected, on right.  *You may use a type more than once to point to different content in order to group like items.
  4. Click to edit the segment type *Dialog will display. 
  5. Set up the configuration for 1 or more Segment types (*You may use more than one time):
    1. Data Filter - Segment Type *Use this to point to Data Site that stores data records.
    2. Filter Search - Segment Type *Use this to point to any options in the tree.
    3. Event Filter - Segment Type  *Use this to point to the Event database which stores the Calendar's events. *v6.4 Although Event Filter was not removed, the new calendar option is to use the Data List block with Calendar filter.
    4. Product Filter - Segment Type *Use this to point to the Product database which stores products. *Products have been replaced with Data sites.
    5. Smart Search - Segment Type *Use this to allow for managed searched terms configured in the Smart Search module.  *To use this segment type, also build the Search Index segment type so searches are recorded.
    6. Search Index - Segment Type *Use this to point to a specific index based on what is configured in Titan Admin - Search Indexes.  *Configure the Index so that searches are recorded and can be used in Smart Search.
  6. Set up the configuration for the Segment Options:
    1. Block Title  *Displays over the search results list.
    2. Items Per Segment *Default is 3  *This number will determine how many results per segment type will display in the search results list.
    3. Spell Check User Query  *Option to allow for spell check of term searched by user, will produce suggestions.
    4. Search Term Keyword Test *When searching a Long Phrase, the system will break the phrase into single words to find if a single word occurs within the metatag keywords or smart search managed words.  When a long phrase is used, the "Try" will display if there is a Smart Search managed word within the phrase.  The "Did You Mean?" occurs for miss-spelled words within a phrase.    *Note, when using a Search Results block and performing a global search from the utility field on website, the user will land on Search Results page.  When using a Segmented Search block and performing a global search from utility field on website, the user will land on Segmented Search results page with keyword field (if configured) also auto filled in with searched phrase or word.
  7. Set up the configuration for the Filter/Navigation Options:
    1. Nav Area Title  *This is your title that will display over your filter area for user to limit results.
    2. Navigation Style *Default Nav Presentation.  At this time option which displays navigation options on right.  Works with a Center or Full type page layout.
    3. Keyword  *Show Global Search Box in Nav and allow user to enter their own search term. 
    4. Update Results by AJAX *When checked, this removes the submit button for keyword search and processes search immediately after user enters input.
    5. Adv. Tag Options *This filter option is configurable for Dynamic Check Box or Links only.
      1. Collapse Tag *When user selects a tag on display side, the other tags will not display.
      2. Remove Attributes & Tags *If tag is not valid for results, don't show.
      3. Use the See More / See Less links  *When list of tags/attributes is long, use this to configure how may should display.  User can click the See More to view the rest of the list and See Less to reduce the list.
    6. Date Ranges (options) *Used in relation to how the Date Usage Preference is set.  When configured, user can limit results per date.
      1. Non - No Date Ranges will display for a search parameter to limit results.
      2. Drop down - Date Ranges will display in a drop down display for user to limit results.
      3. Links - Date Ranges display as link for user to click to limit results.
    7. Date Usage Preference *Used to determine how date is used when user uses search on display side.  There will be a "everything" link when there is more than 1 segment type configured.
      1. Publication Date = Version History Active Date, or Start Date in Properties
      2. Event Start Date = Event Content Start Date
      3. Product Availability Date = Product Content Availability Date
      4. File External Publication Date = File Content Publication Date
  8. Click OK to process or Cancel to stop.
  9. Save and Publish changes. 
  10. View on your website.
  11.  
View - Segmented Search Block

"Try" and "Did you mean?"

The Segmented Search block has optional configuration available when a user searches on the website using a phrase. The search results may include "Try" to suggest other words to search or "Did you mean?" when a word in the phrase is miss-spelled.

Examples:

  • Phrase with miss-spelled word................

  • Phrase with word that matches a Smart Search managed word....

 

  • Segmented Search Block Configuration section:

 

 

 

Prerequisite Steps
 

Log in to the workstation:

  1. Enter your TitanCMS URL in a browser address bar.  The Titan log in will display.
  2. Enter your User Name in the User Name field.
  3. Enter your Password in the Password field.
  4. Click Log In.  The TitanCMS application will open to the Web Content Management Module.

Find an existing item in the Nav Tree: 

  1. To expand the node in the tree, use the "+" 
  2. To minimize the node in the tree, use the "-"  
  3. To select the item to work with,  click on the item in the tree.  The item will become highlighted & the item and it's children will appear in the Browse Screen.

Access the Content Edit Tab

  1. Access the content editing pane by either clicking on the "edit" link from the browse screen listing, or by adding a checkmark in the box in front of your page in the browse screen and clicking on the Content Edit Tab.
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