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Recently I had to set up an intranet search engine to crawl trough thousands of PDF files. There are a ton of commercial solutions (read: ()) out there on the market, ranging from Google Search Appliance to IBM’s OmniFind. There are also a few good Open Source engines, such as Apache’s Lucene. The problem is that these are primarily intended for enterprises with server farms full of data. That’s really not what I was looking for. I was looking something simple that was easy to set up and maintain. That’s when I came across Xapian. It’s Open Source and lightweight. Combine Xapian with Omega and you got exactly what I was looking for — A lightweight intranet search engine.

This howto will walk you trough how to set up Xapian with Omega on FreeBSD. The version I used was FreeBSD 8.1, but I’m sure any recent version of FreeBSD (7.x>) will do. Please note that I do expect you to know your way around FreeBSD, so I’m not going to spend time on simple tasks like how to edit files etc. I also assume you already got your system up and running.

I’ve called the path we’re going to index (recursively) ‘/path/to/something’. This can be either a local path or something mounted from a remote server. Also, as you’ll see below, a lot of dependencies are installed. This is to increase the number of file-format Xapian will index. It should be able to index PDF-files, Word-files, RTF-files, in addition to plain-text files.

Let’s get started.

Note: If you don’t have the ports-tree installed (/usr/ports), you can download it by simply running:

Install Apache

Install Xapian with Xapian-Omega

Install Xpdf
Make sure to uncheck X11 and DRAW

Install Catdoc
Uncheck WORDVIEW

Install Unzip

Install Gzip

Install Antiword

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Install Unrtf

Install Catdvi

Next we need to edit Apache’s config-file (/usr/local/etc/apache22/httpd.conf)

Change:

Into:

We also need to create a new config-file for Xapian. Create the file /usr/local/etc/apache22/Include/xapian.conf

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With all Apache configuration being done, let’s fire up Apache:

Create the holding directory

Copy over the templates. For some reason FreeBSD doesn’t do this by default.

We also need to tell Xapian-Omega where to look for the files. Create the file /usr/local/www/xapian-omega/cgi-bin/omega.conf

Create a search page. I’ll just use index.html in Apache’s default DocumentRoot (/usr/local/www/apache22/data/index.html).

One of the most important attributes of an intranet is the ability to contain the organization’s wealth of data needed for daily operation in one single location. However, holding the data in a single place is of no use if the employees who need that data are not able to locate what they require.
Intranet users employ a variety of methods for finding information on a company’s intranet, specifically; information architecture (menus), links (quick links, page links and direct links) and search. This article will focus on the inner workings of search functionality and how to create a more user-centric search through a better understanding of best practices in this area.

Search is only as good as the metadata

The underpinnings of a search is often the most important element in determining a user’s satisfaction and efficiency with the site’s search functionality. One of the most common complaint we hear from users is “I can’t find anything with the search”. Typically the reason a user is unable to find what they are looking for is tied to the inner workings of the search itself. An intranet’s search functionality uses an algorithm to decide which content best matches the user’s search term (unless the search is hardwired directly to a piece of content). This is often based on how frequently the function finds the search term (or a similar term) within the article or the meta-tags (including taxonomy) that an article is associated with. When creating content, it is critical to consider how a user would search for the content and to create an appropriate title and metadata that reflects the user’s predicted behavior. This will aid in the algorithm’s ability to lead users to the correct article they are seeking.

Expect the user to make a mistake

Typos are a common occurrence when users are typing into a search engine. A robust search engine will anticipate typos and will be able to suggest the correct spelling (as well as lead the user to the expected results). This includes caps (Career=career=CAReeR) as well as misspellings of words (Career=Carer=dareer). Different users will use variations of a search term and expect to reach the same results page. For example, a user who types in “careers” expects to receive the same results as another user who searches with “jobs”. However, sadly this is rarely the case, in modern intranets. As intranet searches uses both metadata as well as a text search of the article the results could vary depending on which of the terms are used in the article itself (even if the metadata includes both terms). As such, it becomes critical for the search engine to take similar terms into account much the same way as a thesaurus would in order for the user to reach the expected results.

Allow ‘Google-Like’ Searches

Most of the employees in an organization are accustom to searching on Google. This means that many are use to using Boolean search operations (and/or/not/and not/near/with/phrase) even if they are not aware that they are using those techniques. However, many intranet sites have not yet added this functionality and as a result are limiting the ability of a user to find what they are looking to without resorting to an advanced search screen. It is imperative that this functionality be added in order to permit users to find the information they seek much easier.

Hardwire common search terms

It is very common for most of the searches on an intranet to be for the same 20 search terms. Through studying the search analytics the common search terms can be uncovered for your organization. Once this is achieved, study the results from each of these common terms and see if the “best” or “most frequently selected” results are the ones, which are being populated for the user. It is likely that by hardwiring the results for common search terms the user experience will improve.
A cautionary note for hardwiring results: there is a need to review the results on a frequent basis and to adjust them over time to reflect new/revised content. The review needs to ensure that users are still receiving the best possible results for their search.

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