Funnelback for higher education results page configuration - faceted navigation

This guide applies to the Squiz Experience Cloud version of Funnelback for higher education. See the v15.x Funnelback for higher education documentation for earlier releases.

Faceted navigation allows the user to refine their search based on categories automatically generated from the content or manually defined.

facets

The faceted navigation panel will display a list of pre-configured facets such as Date, Format, Location, etc. Each facet <1> contains a list of categories <2>, or values, with the estimated number of documents matching the category <3>. When more than 8 categories exist, a More…​ link <4> is displayed to toggle them.

Facets can be configured to depend on the tabbed navigation (e.g. the All tab may show different facets than the People tab).

Facets definitions

The following facets are pre-configured for Funnelback for higher education:

  • Date: Create categories for the content modification date, on a list of predefined ranges (e.g. Past year, _Past month, Past 3 month, etc.)

  • Format: Create categories for the content type, for binary content (e.g. PDF, DOC, XLS)

  • URL: Allows drilling down by URL

Additionally, custom facets can be defined depending on the metadata available on the content. For example:

  • For a staff directory data source, facets like campus, department or position

  • For a courses data source, facets like degree type or delivery method.

The ability to configure these facets will depend on the availability of the corresponding metadata in the data source.

Faceted navigation is configured using the standard faceted navigation configuration screens in the administration dashboard.

Faceted navigation configuration options

Additional configuration options relating to faceted navigation is provided

Configuration key Value Description

stencils.faceted_navigation.max_displayed_categories

<N>

Controls the number of faceted navigation categories that should be displayed by default, before a "More…​" link is displayed.

stencils.tabs.facets.<tab name>

<LIST-OF-FACETS>

List (comma separated) of facets to display for each tab. This settings allows to have different facets for each tab. For example the Programs tab may have a Degree type facet whereas the Events tab may have a "Date" facet. To configure a "Degree type" facet on the "Courses" tab, use: stencils.tabs.facets.Courses=Degree type. The facet names in <LIST-OF-FACETS> match the facet names as defined in the faceted navigation editor.

Pre-defined facets

The following table details the pre-configured facets and their category sources. These can be edited from the administration dashboard faceted navigation editor for the results page for the search.

Facet Suggested tab 1 Category source 2 Description

Author

All, website

a (author) metadata class

Document author

Campus

Programs

courseCampus metadata class

Campus associated with course

Date

All, website

Document date

The document’s date

Delivery Mode

Programs

courseDelivery metadata class

Course delivery mode (e.g. online)

Department

People, Programs

courseDepartment, peopleDepartment metadata classes

Course or person’s department (e.g. Faculty of science)

Event Audience

Events

eventAudience metadata class

Event audience (e.g. public)

Event Category

Events

eventCategory metadata class

Type of event (e.g. masterclass)

Event Location

Events

eventLocation metadata class

Event location (e.g. Lecture theatre 3)

Format

All, website

f (file type) metadata class

Result file type (e.g. pdf, docx)

Platform

Social media

Social media data source

Social media platform

Position

People

peoplePosition metadata class

Role (e.g. lecturer)

Publisher

All, website

p (publisher) metadata class

Document publisher (e.g. FBU press)

Term

Programs

courseTerm metadata class

Course term (e.g. Semester 1)

  1. Tabs where this facet is usually displayed. Must be configured using the stencils.tabs.facets.<tab name> results page configuration option.

  2. This is the pre-configured facet category source. This should be updated as required.

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