Expertise locator

The Expertise Locator page allows you to configure your Expertise locator search engine to connect with experts in your organization who can best help address your needs quickly and efficiently. Before configuring your Expertise locator pages, you must ensure that you have successfully completed the following:

Prerequisites

Note the following prerequisites before you configure the Expertise Locator:

  • You must have SmartHub installed and correctly configured.

  • You must have at least one additional, non-Expertise, search engine installed and configured. Expertise uses the other search engine as a source. If you do not have another search engine configured, no results are returned.

Limitations

Note the following limitations:

  • The expertise search engine does not support On demand refiners. In other words, the data-preload-values refiner setting property must be true.

  • For newly configured refiners using the UI Editor in basic mode, the user must set the data-exp-refiner-type setting for the refiner in the UI Editor advanced mode to EntityRecord or RelatedRecord.

Configure the Expertise search engine

You must add an Expertise search engine to your SmartHub environment. To do so, perform the following:

  1. In the SmartHub Admin portal, Click General Settings under Administration in the left pane.

  2. In the Search engines section, click Add New Search Engine.

  3. In the Type field, select Regular.

  4. In the Search Engine field, select Expertise from the drop-down list.

  5. In the Name field, enter a name for your search engine.

  6. In the Rank offset formula coefficients section, enter value for the Boost, Offset, and Parameters fields

Overwrite the Property Mapper Query and Results Pipeline Stages

  1. In the SmartHub Admin portal, Click General Settings under Administration in the left pane.

  2. In the User Experience Tuning section, Add a Property Mapper stage to both the Query and Results pipeline stages.

  3. For every non-Expertise search engine, add the following properties and their corresponding equivalent values for your content source In the Parameters field:

    • date
    • filetype
    • clickUri
    • author
    • excerpt
    • email
    • phone
    • name
    • location
    • department
    • title
    • Title
    • UserName

    For example, if you have a SharePoint search engine, your parameters field may look like the following:

    date,LastModifiedTime;
    filetype,FileType;
    FileExtension,FileType;
    clickUri,OriginalPath;
    author,DisplayAuthor;
    excerpt,HitHighlightedSummary;
    email,WorkEmail;
    phone,DocId;
    name,PreferredName;
    location,BaseOfficeLocation;
    department,Department;
    title,Title;
    Title,Title;
    UserName,UserName;