TOLOGIX - ISLG App Rebuild

Problem with Subject Navigator search field, live site

Assigned to
Harsh Parikh, Tech Lead at DevIT Harsh P. Ketan Sondarva, Technical Project Manager at DevIT Ketan S. Morgan Maguire, CEO Morgan M.
Notes
Problem with Rebuild Live Site, Subject Navigator search field.
Entered the following into the search field:
Lao Holdings
Cargill

If I enter a Subject Navigator short title in the search field, I receive the following error message:

When I enter the same search words in the legacy live site, there are no issues.
Screen capture of legacy live site, Subject Navigator

Link to rebuild live site, SN:
http://rebuild.investorstatelawguide.com/SubjectNavigator/Index
Link to legacy live site, SN:
https://www.investorstatelawguide.com/ResearchTools/SubjectNavigator?toc=content&id=50&tab=r&search=Lao+Holdings&searchType=boolean&stem=1&thes=&ftypo=1&fuzziness=1

Video:


Thank you,
Irit

Comments & Events

Harsh Parikh, Tech Lead at DevIT
Hi Irit Weinfeld Irit and Morgan Maguire, CEO Morgan ,

This issue is resolved on staging.islg. Please check and confirm.
Morgan Maguire, CEO
Hi Harsh Parikh, Tech Lead at DevIT Harsh ,

Further to the video below, could you confirm whether this is final UI for the Subject Navigator search? Currently, the initial page of results skips the step of providing users with contextual results where only the relevant branch and its parent branches are displayed in the results, and then the user is taken to the full branch when they select the branch.

Naomi Joanis, UX Team Lead at Industrial Naomi and Melissa Cowell, General Manager at Industrial Melissa was this something missed in the requirements? Because I'm really surprised if this is something we missed.



Thanks,

Morgan
Harsh Parikh, Tech Lead at DevIT
Hi Morgan Maguire, CEO Morgan ,

Yes this is the Final UI of SN Search. 

As we decided in Thursday meeting at the time of discussion of SN Search, We decided to render all Parent and Child branches with matching result. so user wants to navigate with other branches after search so they can.
Morgan Maguire, CEO
Ok. Thanks Harsh Parikh, Tech Lead at DevIT Harsh ​.

Melissa Cowell, General Manager at Industrial Melissa ​ and Naomi Joanis, UX Team Lead at Industrial Naomi ​, could you please consider what efficient solutions we could introduce to ensure we resolve this issue before launch. I'm really uncomfortable with how the results are presented currently, and this is our most important tool in the application.

Morgan
Naomi Joanis, UX Team Lead at Industrial
Hi Morgan Maguire, CEO Morgan ,

It seems the design of the SN search has changed a couple of times since the original wireframes due to various conversations along the way. Going back to the original proposal this seems like that approach would meet all of the requirements outlined in the video as well as would be consistent with the UI for search in other research tool modules:

The proposal here would be to display matching search results within a modal (similar to how it works in the Article Citator). Users would have the context of the letter, oldest parent branch and direct parent branch for each matching result and could select their desired result to be anchored to that location in the SN tree where all branches would be available for further context. Likely we could maintain the current functionality as well (upon search matching branches are expanded with keyword matches highlighted) so that if users preferred they could close the modal and navigate through the search results from the tree to immediately see all branches surrounding the keyword matches.

The other benefit to the modal approach is that the modal can be closed and re-opened without the user needing to re-perform their search, so they can navigate between the two ways of browsing search results easily. Additionally as mentioned above, this would keep a more consistent search experience across research tools.

Harsh Parikh, Tech Lead at DevIT Harsh would of course need to inform us on how feasible this would be for launch. 

Would this solution work for the problems addressed above?
Morgan Maguire, CEO
Hi everyone,

Following up on above, I'm going to add this item to the agenda for Thursday's team meeting. However, could you please you all spend some time internally discussing solutions to the problem according to the following:
  • Ketan Sondarva, Technical Project Manager at DevIT Ketan and Harsh Parikh, Tech Lead at DevIT Harsh , please assess how feasible it would be to introduce modal similar to what Naomi Joanis, UX Team Lead at Industrial Naomi has proposed above. There are some modifications (more below), but we want to get a general sense of how much work would be required to introduce a condensed preview version of the results, similar to what we have in the legacy application that gives users context before they enter the full results within the master tree.
  • Ketan Sondarva, Technical Project Manager at DevIT Ketan and Harsh Parikh, Tech Lead at DevIT Harsh , assuming the introducing a preview version of the results is not feasible before launch, please look into alternative options that would allow users to easily navigate through the results as they are currently presented in the Subject Navigator. For example, could we easily create a function that shows the number of results with arrows that allows the user to jump between different results?
  • Naomi Joanis, UX Team Lead at Industrial Naomi and Melissa Cowell, General Manager at Industrial Melissa , could you please examine modifications to the modal solution you've proposed above. The current proposal does not give users the full context of a branch locations within the master tree. In order to provide the user with full context, we need to ensure the results have tree structure and show all the parent branches (similar to the legacy application). Ideally, users would see the full text of the branches and parent branches (without the appropriate indentation):
Thanks,

Morgan
Melissa Cowell, General Manager at Industrial
Morgan Maguire, CEO Morgan

I am concerned that displaying the tree structure for search result branches within the modal will be difficult to browse and may negatively impact performance. The thinking is that the user would select a search result to view the full context.

Do you think including the full path rather than a truncated version above the search result is adequate?

Mel 
Morgan Maguire, CEO
Hi Melissa Cowell, General Manager at Industrial Melissa ,

The modal doesn't provide the context required, particularly when you have multiple results within the same subject. Further to the screenshot from the legacy app:  https://www.investorstatelawguide.com/ResearchTools/SubjectNavigator?toc=content&id=50&tab=r&search=enron&searchType=boolean&stem=1&thes=&ftypo=1&fuzziness=1
displaying the results within the tree gives the user context on how many results are located within a particular subject or sub-branch. Separating the results into individual listing within the modal strips away that context.

Also, why would this compromise performance? It works quite well within the legacy app.

Thanks,

Morgan
Harsh Parikh, Tech Lead at DevIT
Hi Morgan Maguire, CEO Morgan ,

As discussed in last week call, We render only matching keyword branches and set View Context link beside branch name which will open in new tab with all data.

We have deployed on staging.islg.
Morgan Maguire, CEO
Thanks Harsh Parikh, Tech Lead at DevIT Harsh ​.

Naomi Joanis, UX Team Lead at Industrial Naomi ​, can you please test and confirm that this meets the requirements under the applicable user story.

Thanks,

Morgan
Harsh Parikh, Tech Lead at DevIT
Morgan Maguire, CEO Morgan , It is depending on branches and Dispute Documents card which is going to render at one glance. If there are larger data then it is obliviously taking time to render all things and open all branches.

If you find with abuse of process word then it is finding in less number of branches and Dispute Document card so it will render within 3 second.
Morgan Maguire, CEO
Ok, Harsh Parikh, Tech Lead at DevIT Harsh , but I'm not searching "abuse of process". I was searching "good faith" and as you can see in the video, I was experiencing problems. How do we resolve the issues demonstrated in the video?

Morgan
Harsh Parikh, Tech Lead at DevIT
Hi Morgan Maguire, CEO Morgan ,

Can we remove the Dispute Document Card which is rendering with search. We can display only Parent and Child branches without Dispute Document Card.

If we go with this approach then "Good Faith" word will give result within 7 to 8 Second and abuse of process will give result within 2 second.

If user wants to see dispute document card then they can click on view context link which will open in new tab.

Please confirm.
Morgan Maguire, CEO
Ok. That's fine, but 7-8 seconds is still too slow. What is slowing things down?
Naomi Joanis, UX Team Lead at Industrial
Hi Morgan Maguire, CEO Morgan

Regarding the updated view I have moved that card to done. There are still outstanding issues related to the search functionality, but that is being tracked between bugs and the "Search Implementation" on basecamp.
Morgan Maguire, CEO
Great. Thanks Naomi Joanis, UX Team Lead at Industrial Naomi .

Harsh Parikh, Tech Lead at DevIT Harsh , I'm going to keep this to-do open until we're satisfied that the Subject Navigator search is fully operational.

Thanks,

Morgan 
Harsh Parikh, Tech Lead at DevIT
Hi Morgan Maguire, CEO Morgan ,

As per my above comment, We have removed that Dispute Document Cards in Search result. Only matching keyword Parent and child branches are rendering.

now good faith search result is populated within 5 to 7 Second now we can't optimize further as it is depending on result. The abuse of process result populated in 1 second.

Hope this is fine. 
Morgan Maguire, CEO
Hi Harsh Parikh, Tech Lead at DevIT Harsh ,

We'll work with this for now. One more issue, I've noticed that the link for node above the document cards still appear active even though selecting them has no effect, because we have suppressed the document card. Is it possible to suppress these links when viewing the results in this view? Then it will be clearer that they need to select the "View in Context" link.

Thanks,

Morgan

Harsh Parikh, Tech Lead at DevIT
OK Morgan Maguire, CEO Morgan . When user search in SN will display as branch label instead of link.

Hope this if fine.
Morgan Maguire, CEO
Ok. Great. Thanks Harsh Parikh, Tech Lead at DevIT Harsh . Also, just to confirm this should only apply to this search results view.

Morgan
Harsh Parikh, Tech Lead at DevIT
Yes Morgan Maguire, CEO Morgan . It will be applied to only search result.
Harsh Parikh, Tech Lead at DevIT
Hi Morgan Maguire, CEO Morgan ,

We have removed the link and display as label in search result view on staging.islg.
Morgan Maguire, CEO
Looks good, Harsh Parikh, Tech Lead at DevIT Harsh . Marking to-do complete.

Morgan
Morgan Maguire, CEO
Morgan Maguire completed this to-do.