Issue 10011

As a user I want species name search results to be faceted

Reporter: omeyn
Assignee: fmendez
Type: Feedback
Summary: As a user I want species name search results to be faceted
Priority: Major
Resolution: Fixed
Status: Closed
Created: 2011-10-27 09:20:32.428
Updated: 2013-08-29 14:46:06.727
Resolved: 2012-07-30 16:39:05.992
Description: On species search page we  will start with 3 facets that will be selectable after an initial search.  The facets are:
- checklist
- rank
- higher taxa

Subtasks for each facet should be created, with discussion to determine exactly what is meant - see Tim, Andrea.]]>

Created: 2011-10-27 13:58:38.802
Updated: 2011-10-27 13:58:38.802
From Markus:


    search for all mammals (q=Mammalia)
    only ask for species via rank facet
    limit to near threatened

1) result

    first result will be Mammalia in nub
    second nub species within mammalia?
    include infraspecific taxa

Created: 2011-10-27 13:59:06.202
Updated: 2011-10-27 13:59:06.202
From Andrea:

Discussion summary Tim / Fede / Andrea, based on examples from Tim (copy below, containing supported searches examples):
species search (
- search terms are scientific names or common names of any rank
- autocomplete on scientific names uses "good" names only (limit to nub - include others?)
- autocomplete can be overruled by user
- fuzzy search ("Oena*") is supported (does "*" need to be typed, or is it implicit in any search?)
species result overview and facets (
- initial version will have only three facets: parent, rank, and checklist. Others to be included at later stage (data availability)
- on first search, default to the backbone taxonomy, with option of selecting all or limiting to a few checklists to extend results afterwards
- in the search results (left hand side of page):
  - higher taxa will be links that on click will add a facet for higher taxa
  - add common name
  - searching for a higher taxon will show sub taxa (consider demarking page to indicate that these aren't straight matches)
  - search string matches are highlighted
  - include synonyms in search result (?) -> for hits that appear because a synonym matched the search, display the synonym together with the accepted name
  - "did you mean"-functionality for spelling variants etc -> kick the can down the road
  - ranking of results based on common name or scientific name, depending on original search -> kick this can, too
______________ (original email Tim 13/10/2011)____________
Example 1: Naive user searching for "dolphin"
- user enters dolphin
- results show a mix of the varies species with dolphin in the common name, or dolphin in the scientific name with nub links ranked highest
Example 2: Naive user searching by scientific name
- user enters
Delphinus delphis
- results show the nub taxonomy first, and then the other treatments of the name

Example 3: Search for names treated differently in checklists
- user enters "Oenanthe"
- presented with the Oenanthe such that the first 2 represent the bird and plant from the nub, but then show the other treatments from other taxonomies
- the user can click on the checklists facet and choose only the fauna europaea treatment for example
Example 4: Download a list of species that are endangered mammals
- user enters mammals (a common name)
- presented with Mammalia from the nub as the first treatment, and followed by other checklists of mammalia, followed as you page through by species in mammalia
- from facets user selects only to see "species" and the list shows only species of mammalia
- from facets user select "endangered". 2 things happen:
  - the checklist facets defaults to the nub only (since we can only determine some facets from the nub)
  - the results limit to species that represent endangered mammalia
- user can then download the results
Example 5: A link from any Abies alba species page ("appears on 1 nomenclator")
- The results show a query with:
  - scientificName: Abies alba
  - rank: species
  - checklistType: nomenclator    (seems to be a missing facet in wireframe I believe)

Created: 2011-10-27 13:59:24.173
Updated: 2011-10-27 13:59:24.173
From Markus:

Good stories and conclusions!
I like the explicit use of * for a prefix search.
Do we also want to support a true fuzzy search?


Created: 2011-10-27 13:59:40.079
Updated: 2011-10-27 13:59:40.079
From Tim:

Do we also want to support a true fuzzy search?
> propose we implement core features first (it opens up the detail pages etc) and then look at the search experience, and respond more to user rather than designing too much upfront.