This documentation supports the 22.1 version of BMC Helix Digital Workplace Basic and BMC Helix Digital Workplace Advanced. Icons distinguish capabilities available only for the Advanced and External license levels. For more information, see License-types-and-features.

Configuring search results


Search helps end users find correct, structured, and useful information at the correct time and in the correct place. These focused results improve work environment efficiency because users don't waste time unearthing nonrelevant results.

You can enhance search results by enabling dynamical re-ranking (available in version 22.1.05 and later) and natural language searching. The first setting displays the most relevant results as top hits. The second setting helps identify whether a user searches for a service ("I need a laptop") or a knowledge article ("How to receive a laptop").

Before you begin

Learn the basic logic of search in the application and explore which items can be searched; see Search-in-BMC-Helix-Digital-Workplace


Enhance search results 

On the Search page of the Configuration tab, you can amplify the accuracy of search results with the following search options:

  • Configure the maximum number of results per source
  • Select whether requests and approvals appear in the Top Hits tab

The following image shows the Search configuration page:

Search_configuration.png

Tip

Search settings in the Admin console do not exclude each other and can be used simultaneously. 

To configure the maximum number of results per source

By configuring Maximum results per source, you limit the number of search results per source in a global search. Source is an integrated system from which items (services or knowledge articles) are retrieved. You can select any number from 1 to 100. The default value is 25. 

Scenario

Allen is a support manager at the Apex Global company who needs to quickly find the most relevant knowledge articles to answer customer questions. At Apex Global, BMC Helix ITSM: Knowledge Management stores a large amount of knowledge articles from which knowledge resources are retrieved to BMC Helix Digital Workplace. Allen can restrict the number of results to 15, so that the search results are not overloaded with less relevant hits.

To select whether requests and approvals appear in the Top Hits tab

By using Include in Top Hits results, you include or exclude requests and approvals from search results. If you disable this feature, the end user must click the Requests and Approvals tabs to search these categories. This feature is enabled by default.

Scenario

Bob is a knowledge manager at the Centari company. He often prepares for workshops and needs to read knowledge articles. When Bob searches in the application, in Top Hits, he sees knowledge articles scattered among requests and approvals. The additional items cause Bob to spend too much time looking for relevant articles. He asks the administrator to exclude requests and approvals from the Top Hits so that he can quickly find the correct knowledge articles.

To enable dynamical re-ranking of search results

(Available in version 22.1.05 and later) Search results for different sources can be returned by using an improved ranking technology. When the feature is enabled, the content of the primary search results from the different sources is re-ranked by using the Okapi BM25 ranking function. During this second round of ranking, the search result data is parsed into a single document corpus. The parsing process uses a text processing pipeline that includes:

  • Upper- to lowercase transformation.
  • Punctuation removal.
  • Tokenization (breaking sentences into words).
  • (English only) Lemmatization (determining basic word forms; for example, the basic form of "better" is "good").
  • Stop word filtering (overly common words of the language are removed). 

When all of the search result documents are parsed, the corpus represents a record of the total number of documents, the average size of each document, and the number of documents that would match a particular search term. Each document within the corpus has a record of the number of unique terms within that document, and the number of occurrences of each unique term. These values are then used to determine the relevance score of each term within the user’s search query. The user’s query is also parsed by the same pipeline to facilitate matching.

This feature is disabled by default.

Scenario

Mary is a new hire at the Petramco company and she wants to investigate the medical benefits provided for the employees. Mary utilizes re-ranking, initiates the search "Medical and dental benefits" and finds the information immediately. She does not waste time looking for the correct knowledge article or pinging other colleagues. 

The following table shows the re-ranking results in descending order:

Search results with re-ranking disabled

Search results with re-ranking enabled

  • (Top result) Employee Benefits Application Login Issue
  • (Top result) How to Make the Perfect Cup of Sencha
  • Private Medical Benefits
  • Employee Benefits
  • How to Add a Dependent Service
  • Dental Benefits
  • Benefits Dental Request or Inquiry
  • Tickets at Work
  • Health Insurance
  • (Top result) Dental Benefits
  • (Top result) Benefits Dental Request or Inquiry
  • Employee Benefits
  • Employee Benefits Application Login Issue
  • How to Add a Dependent Service
  • Private Medical Benefits
  • How to Make the Perfect Cup of Sencha

To enable natural language searching

By enabling Natural language searching, you can leverage conversational language (such as "I need to order a new laptop") instead of a keyword-based search. The main purpose of this feature is to determine whether a user is looking for a Catalog item or a knowledge article. The search engine picks up the meaning of a sentence or word group, recognizes the end user's intent, and defines the appropriate category, thus reducing the time spent searching. This feature is enabled by default.

Scenario

Allen, an administrator at Apex Global, enables the natural-language search feature for employees. Employee Bob types "I want to repair my computer," and immediately receives five relevant results, the first of which answers his query.

Natural language searching also enables end users to experience the following additional search capabilities:

  • Additional resources in the Related items section. 
    If there are no additional results, the Related items section is not displayed. The following image shows the Related items section:

Related items.png

  • Top three search results for each category.  
    On the Top Hits page, you can see summaries with top three search results within individual categories. Click See more to expand all the results for specific categories. The following image shows the top three results for the catalog items:

See more.png

Important

(DWP Advanced icon.pngBMC Helix Digital Workplace Advanced capability) If you are using BMC Helix Knowledge Management by ComAround, its the natural-language processing capabilities are applied during knowledge article searches by default.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*