1. Flow and features
1.1 Advanced Search Page
The 'Advanced Search' anchor link is available in the header on every page of the Business Monitor Online.
Fig. 1
Fig. 1.1
As seen from the screenshot above (fig. 1), a user can get to the Advanced Search page by clicking 'Advanced Search' anchor link. The user is redirected to the Advanced Search tab. The Saved Searches and BMI Reports tabs are available nearby.
The Advanced Search page displays the following sections and options:
1. Search within content section with:
a) Predictive search fields: 'All of these words', 'The exact phrase', 'Any of these words' and 'None of these words' that also have as placeholders some example a user could use.
The specific rules applied for the fields above are: the user fills in with at least 3 characters, then the matching predictive results display up to maximum 10 records that match either of geographies, companies or channels. The major domains (i.e. Geographies, Channels and Companies are seen as headers in the predictive search) (see Fig. 2.1 and 2.2).
b) Search within content also includes the bullets: 'All content', 'In title only' and 'In first paragraph' options (see Fig. 2.1 and 2.2).
Fig. 2.1
Fig. 2.2
2. Content Type section includes the checkboxes: 'News and Analysis', 'Reports' that are automatically checked and the Search Including: "Non-Subscribed Content" checkbox that is visible in this section only if ticked in base as an option. See Fig. 3
Fig. 3
3. The next section contains an accordion (widget). This accordion has three major sub sections.
The Geographies section, as seen in Figure 4, contains a predictive text search box based on the 3 characters the user fills in. The left list box is filtered based upon the search and the chosen selections will populate the right list box. (User can choose either to use the arrow buttons or to double click on the selection.)
Geographies can be selected using the following options:
a)searching for a specific term (predictive search on the geography name and the list will be filtered based on the letters filled in)
b)select specific geographies from the available list (the number is not limited and once a geography is selected it cannot be selected again)
c)select all geographies using the select all arrow button
d)unselect geographies using the remove arrow button
e)unselect specific geography (predictive filter list box is not working for the right list of already selected geographies)
f)clear all button that will clear all the selections
The selected geographies will be presented in the header of the geography widget, ordered alphabetically, up to the number of characters that fit in one row ending with '...'. The major regions will be displayed first and sorted, and then the countries will be sorted alphabetically
Fig. 4
Channels section, as seen in the figure 5, contains a tree structure with all channels and sub channels (Expand using the "+" icon available to each channel that has sub channels), with predictive text search box filter and a clear button.
Channels can be selected using the following options:
a)searching for a specific term (predictive search on channels name), the list will be filtered based on the letters filled in and will present only the sub-channels, up to the minimum level, and all its parents
b)select a sub-channel (all parents will be marked distinctly, to signify that a sub-channel but not the parent is selected, see the zoomed example for Commercial Banking)
c)select a channel (all sub-channels are selected as seen in the zoomed figure for Agribusiness)
d)unselect a channel/sub-channel (will be removed from selection and the green mark will not appear next to it anymore)
e)clear all button that will remove all selections
User has option to clear the text box to begin the search again.
The selected channels will be presented in alphabetical order up to the number of characters that fit in one row, ending in '...', at the top of the channel widget.
Fig. 5
Companies section, as seen in the image below (fig. 6), contains a predictive text search box based on the 3 characters the user fills in. The left list box is filtered based upon the search and the chosen selections will populate the right list box. (User can choose either to use the arrow buttons or to double click on the selection.)
Companies can be selected using the following options:
a)searching for a specific term (predictive search on the geography name and the list will be filtered based on the letters filled in)
b)select specific companies from the available list (the number is not limited and once a company is selected it cannot be selected again)
c)select all companies using the select all arrow button
d)unselect companies using the remove arrow button
e)unselect specific company (predictive filter list box is not working for the right list of already selected companies)
f)clear all button that will clear all the selections
The selected companies will be presented at the top of the company widget, in alphabetical order up to the number of characters that fit in one row ending with '...'.
Fig. 6
4. Publication Date section contains, as seen in Figure 7, the following options: 'Anytime' default selected, 'Within last week', 'Within last month', 'Within last 3 months', 'Within last 6 months' marked by bullets and the Or specify option with 'Start date' and 'End date' fields that are using a calendar function that gives the dates in dd/mm/yyyy format. Also, a Clear button is available for this section.
Fig. 7
5. Sort by section, as seen in the image below, contains the bullets: 'Publication Date and Relevance', default selected, 'Relevance' and 'Publication Date Only'.
Fig. 8
1.2 Advanced Search Listing Page
The Advanced Search Listing page (Search Results page) is available only when user is coming from the Advanced Search page. All the results matching the previously entered criteria are listed in the Search results page.
The results set returned in the page can reach a maximum of 10,000 based on the criteria defined in the search page. If more than 10,000 results are available, the counter is displayed like this: "10,000+". An example of Advanced Search Listing page is presented in figure 9.
Fig. 9
1. The option to choose how many items to render per page, this is 10, 20 or 30 together with a records counter. This appears at top and bottom of page (see fig. 10).
Fig. 10
2. Pagination containing up to 4 page numbers with either a 'next' or 'previous' option available depending on where the user is in the results set. Additionally, buttons for first "<<" and last ">>" page are found in the pagination section. These appear at top and bottom of page (see Fig. 11).
Fig. 11
3. The ability to change sorting options between publication and relevance, publication date and separately relevance. An additional arrow is displayed after the sorting box. This arrow allows the user to sort all the articles ascendant or descendant based upon the date and on the selected sorting criteria. This appears at top and bottom of page (see image below).
Fig. 12
4. The ability to Show more/ Show less (see Fig. 13.1 and 13.2), which will render the results page with 590 characters in the article description (Show more) as opposed to 80 characters in the article description (Show less).
The 'Show less' option, default option, will display up to 200 characters, but maximum 50% of the characters the article has.
The 'Show more' option will display up to 500 characters, but maximum 50% of the characters the article has.
Fig. 13.1
Fig. 13.2
5. The option to save this search as a 'saved search' (Fig. 14), with specific rules applied for it:
a)When user clicks on 'Save this Search' button he is prompted to enter a name or cancel (see Fig. 15).
Fig. 14
Fig. 15
b)The name entered must be unique. In case it's not, a modal pop-up will prompt the user, with the message: 'Sorry but the search name already exists in your saved searches, please try another name'.
c)In case the user fills in with characters that are not alphanumeric, the message is: 'Please enter a valid name to save the current search. It should only contain alphanumeric characters'.
d)'Cancel' button will close the modal pop-up without saving the search.
For saving a search the following rules are applied:
a)save all the keywords applied including the related options (where to search of all content, title or first paragraph only)
b)save the publication date selection
c)save all the selected options regarding meta tags (geographies, channels, companies and categories)
d)save the content type options (news & analysis or reports) and the user option regarding non-subscribed content
6.Refinement options, as seen in figures 16 and 16.1, available for:
a)Boolean options. Only 'All of these words' will be shown by default and the other options will be displayed when user expands the 'Show more' link below. The behavior is alike the one from point 2.1.
Fig. 16
Fig. 16.1
b)Boolean options will also act like predictive searches based upon companies, geographies, services.
c)Publication date options: will default to user's selection made in the search and will render all possible options for user to alter.
d)Content type options of news and analysis and reports: will default to option selected by user in the search page and will render all options for user to alter.
e)Non-subscribed content option: will default to user's selection made in the search and when checked will render non-subscribed content in the listing results page, else will not render non-subscribed content
f)Meta-data options of geographies, channels, companies and categories are presented this way:
i)In descending order based on the number of available articles for each meta-tag
ii)Options displayed up to 5 by default with the possibility to extend up to 10 for geographies and channels, and up to 20 for categories by clicking the Show more button..
iii)In case the selected options from search page will not get into the top 5/10 to 20, it will show with priority the selected options. Still, the order will be maintained. For example if we have the following options: Option 1 (100), Option 2 (90), Option 3 (80), Option 4 (70) ... Option 10 (10)
iv)In case Option 2 and 10 are selected: in the default view there will still be only 5 options displayed - Option 1, Option 2, Option 3, Option 4 and Option 10. In case all 10 options are chosen to be displayed, show them in descending order, based on point (i)
v)In case Option 6 to Option 10 are selected: in the default view there will still be only 5 options displayed. Show the last 5 options that were selected. After clicking 'Show more' show all 10 options in descending order
vi)In case which more than 10 options are selected for a criteria, for example geography from the Advanced Search page, retrieve only up to 10 results on the Advanced Search Listing page
7. The results rendered in the page will show the following, as in figure 17:
a)Clickable Name of the article which is a hyperlink to the web view of the selected article
b)Meta tags icons and names of primary geography, primary service, category and publication date
c)Short description of BMI view, displaying a maximum of 200 characters, with a 'Read more...' link button which takes the user to the same article but in HTML format (basically the same behavior from point 7a)
d)Non-subscribed articles titles that are also clickable. Opening them depends on the users' rights regarding non-permissioned articles. A pop up will be displayed offering further information about procedures that need to take place in order to get rights to see this type of articles. (fig. 17.1 from the next chapter 2.3)
e)Check boxes adjacent to all permissioned articles (non-grey). When selected, the articles will be added to a clipboard that will become visible meanwhile an article is selected. For non-subscribed content, all articles will be "disabled" (grayed out) along with an icon representing a lock that will be displayed to signify that it is not accessible.
f)Select all | Clear all buttons. 'Select all' button will select all the available/permissioned articles on the current page. 'Clear all' button will unselect all the previously selected permissioned articles from the current page. (Behavior of the clipboard is described in chapter 3)
Fig. 17
1.3 Important rules for Non-permissioned (Non-Subscribed) content
Based on point 7d from chapter 2.2, opening the non-subscribed articles depends on the users' rights regarding non-permissioned articles. A pop up will be displayed offering further information about procedures that need to take place in order to get rights to see this type of articles. (Fig. 17.1) An overlay message will appear to inform them of this and prompting to notify their BMI account manager: "Sorry, your subscription does not include access to this article. If you would like to enquire about access, please contact your account manager."
Clicking on "Notify my account manager" will open the confirmation modal from figure 18.
Fig. 17.1
A confirmation will be rendered if user proceeds with notifying the account manager (Fig. 18).
Fig.18
IP users will see not the same box but a pop will appear requesting email address and name of the current user to notify their BMI account manager. The message "Sorry, your subscription does not include access to this article. If you would like to enquire about access, please contact your account manager." will also be displayed along with the name of the accessed article and a short phrase regarding its content. The confirmation modal from Figure 18 will be displayed in this case, too.
Fig.19
2. Clipboard
The Clipboard is a functionality that becomes visible as a blue bar at the bottom of the Advanced Search results page, Keywords Search results page and BMI Reports Search Results page, after user selects an article. It works like a basket, to and from where the user can add or remove items/articles. See figure 20 below.
The Clipboard is represented through the blue bar down the page. A counter of selected items is incorporated and displayed on the clipboard bar with the message "X Items added to your clipboard", where X is the number of selected articles. (Checked check boxes)
Fig.20
1.This option is available only for articles the user has permission to view.
2.When the check box is selected the Clipboard counter will reflect the selection by incrementing the number of items available in the clipboard: "X Items added to your clipboard" (see Fig. 20 Clipboard bubble) A message will also appear near to every item's title, announcing the user that "Item successfully added to clipboard" which will fade out after 3 seconds. (See figure 20.1)
3.When the check box of an article is unchecked, the Clipboard counter will reflect the selection by decrementing the number of items available in the Clipboard. A message will also appear near to every item's title, announcing the user that "Item successfully removed from clipboard" which will fade out after 3 seconds. (See figure 20.1)
4.User is able to add up to 20 items in the clipboard, every newly added item goes to the top of the list and the first added item will be at the bottom of the list when opening the Clipboard by clicking on the blue bar.(Fig. 21 and details available at point 6)
5.When user adds more than 20 articles, a pop-up window appears with a warning message: 'You have reached the maximum number of articles that you are allowed to download/ print in bulk. Please use the Clipboard from the lower side of the page in order to manage your selection'. (Fig. 22)
Fig. 20.1
Fig. 21
Fig. 22
6.'Manage Clipboard' from Figure 21, zoomed here at fig. 23.
Fig. 23
By clicking on the Clipboard, the 'Manage Clipboard' frame is displayed with the next features:
a)This list will contain checkboxes and a list with the title of the items, wrapped if does not fit within column length, primary geography, channel and category
b)A count of items held in the clipboard in the middle of the header section
c)Select all / Clear all buttons that allow the user to check or to uncheck all the items in the clipboard
d)Empty Basket button that allows the user to empty whatever selection he/she has previously done
e)The option of printing all the articles existent in the Clipboard. (Fig. 24)
f)The option of Downloading all the items in the Clipboard (Fig. 25)
g)Update button that will update the basket this way: all the selected items will remain in the basket; all the unchecked items will be deleted/removed from the basket.(Fig. 26)
h)Cancel button which closes the Clipboard without any actions being saved upon it and redirects the user back to the results page.
The Clipboard is cleared and the checkboxes "expire" when the current session for the current user expires or the user logs out of the application.
Important rules about handling the Clipboard:
i)Selected articles are kept at the session level, so when user closes session (closes the browser or logs out of the site) or the session times out, the clipboard selection is lost. A session is determined by logging into a site for any given time period.
j)Removing the items from the list can be done by using the Update button with the behavior described at point 6g above, in this case a message asking for confirmation is displayed: "Are you sure you want to remove the unchecked articles?", or by using the Empty Basket button from point 6d that will remove automatically all the items in the clipboard and will close the clipboard.
k)Cleaning items from Clipboard is also done when the user performs a 'download all' or 'print all' action.
l)'Download all' feature will work similarly with the current download feature. The downloaded file will be in PDF format and will contain on the first page the main article titles, ordered as seen in Clipboard. From page two, the articles are fully displayed and saved, if chosen so, on user's terminal.
m)'Print all' feature will work similarly as the current printing functionality, but will offer a preview of the document that contains all selected articles ordered exactly like the order from the items list. Cancelling the printing process will close the printing window along with the Clipboard, but the selected articles will still be selected and available for printing when opening the clipboard again.
Fig. 24 Printing Option
Fig. 25 Download all option
Fig. 26 Update Option
3. Keyword Search
Keyword Search page is available when user is performing a keyword search from the header, visible on each page on Business Monitor Online.
Fig. 27
The Keyword Search redirects the user to Keyword listing page that is actually the Advanced Search Listing page described in chapter 2.2. The difference is that there is no separate Keyword Search page where the user has the option of Non-subscribed content or predictive fields, or accordions with options, as on Advanced Search.
4. BMI Reports - Reports Archive Search
The BMI reports page is available through Advanced Search by clicking on the BMI Reports tab. (See figure below, Fig. 28) The Search page is typical for BMI reports, like in Fig. 29.
Fig. 28
BMI Reports has the following options and features (Fig. 29):
a)Report Titles predictive search field that has the same behavior as the predictive fields from Advanced Search tab: user fills in with the first 3 characters; a drop down list with 'Reports', 'Geographies' and high level 'Services' as headers and maximum 10 suggestions per total appears.(figure 29.1)
b)Search button.
c)Geography options containing a filter list box and an actual list of regions and countries that has the same behavior as the list boxes from Advanced Search tab: user fills in with the first 3 characters; a drop down list with 'Reports', 'Geographies' and high level 'Services' as headers and maximum 10 suggestions per total appears.
d)Services area containing all available services and checkboxes for each of the services.
e)Publication date, identical as functionality with the one from Advanced Search page.
f)Sort by bullets: 'Publication Date', 'Service', 'Title'.
g)Clear button for every section mentioned above.
Fig. 29
Fig. 29.1
4.1 BMI Reports results page
The following image represents a BMI Reports Results page (Fig. 30):
Fig. 30
The page contains the following:
a)All these appear at the top and at the bottom of the page:
Pagination area displaying up to 4 pages and next-back arrows and "<<"-">>" last page-first page arrows depending on where user is in the results set
Show drop down box from where the user can choose to display 10,20 or 30 articles per page
Sort by drop down box with the options: 'Publication Date', 'Service', 'Title' and an "arrange ascendant or descendent" arrow. (all in Fig.31)
Fig. 31
b)The Refine by Section, represented in figure 32, contains:
'Search within titles' with the All of these words functionality to search across titles, pre-populated with what the user has selected on the search page, if the case (see Fig. 32).
Fig. 32
Publication date option of anytime, within last week, last month, last 6 months and 'specify date range'. The button 'Update' will change user's selection. (See Fig. 30).
Geographies and services options will be pre-populated with what the user has selected on the BMI Reports search page. These will work in the same manner as the refinements on the Advanced Search and Keyword Search Listing pages (chapter 2.2).
Report type options of Special reports, Country risk, Industry and Company are displayed with 'All reports' option set as default if not chosen before executing a search action.
The BMI Reports listing search results page contains the following:
Report name, clickable
'View Archive' button that once clicked will redirect the user to the archive of the selected report which is a page containing all the PDF files regarding the selection ordered descendant
Information regarding
i.Geography
ii.Service, clickable, that redirects the user to the selectedservice front page
iii.The frequency of appearance of such a report (how it was set to be generated: weekly, quarterly, monthly)
d)A return to BMI reports Search page button and a Help tooltip button.
5. Special Reports
The link to Special Reports can be found on the home page, like in the figure 33 below.
6.1 Results page
Special Reports Listing page is available when user clicks on 'Previous Reports' link from 'Special Reports' section on every page of the Business Monitor Online.
The Special Reports redirects the user to BMI Reports listing page described in chapter 5.1 and it has exactly the same behavior as the BMI reports listing page.
A slight difference can be found at the frequency of generating this kind of reports, that here is denoted for all the available results in the page with "Special Report" (Fig. 34) and that the check box for Special Reports is automatically ticked in the Refine by reports area. (Fig. 35)
Fig. 33
Fig. 34
Fig. 35
6. Saved Searches
Saved Searches page is available when user clicks on Saved Searches tab from Advanced Search page, Advanced Search Listing page, or BMI Reports page.
Fig. 36
The user can have an unlimited number of saved searches, but in the page there is a limit of 20 saved searches displayed per page. The table will also display the total number of searches the user has right under the tab name and will include pagination.
1.The Create a new saved search page has the following options and features:
a)'Create a new saved search' button that takes the user to the creating saved search page. (Fig. 37) This is similar to the Advanced Search page, will work the same in terms of criteria and options, and with the only difference that: the actual search is not performed and there is an additional box where the user has to enter a unique name for the search.
b)Validation message when saving a search with an already existing name.
Search within content section that works exactly as in Advanced Search page, chapter 2.1.
d)Content type, Accordion with geographies, channels and companies, publication date and sort by functionalities working exactly like the ones in Advanced Search page, chapter 2.1.
e)Save button, because the created searches are not executed, only saved in the Saved Searches list.
f)Clear buttons for all sections.
Fig. 37
Yet again, going back to Saved Searches page, we can find the following:
Fig. 38
2.Each saved listing contains:
a)Saved Search name. When user clicks on the saved search name the area below will expand displaying the criteria and details saved for that specific search. (Fig. 39)
b)Date Created which, displays the date when the search was saved (Fig. 39)
Last run date which displays the date when the search was last run (Fig. 39)
d)Actions buttons (Fig. 39)
'Run' button that takes the user to the saved Searches results page that is similar to the Advanced Listing page with differences regarding: Results – that are presented under the "Saved Searches" tab and Save Search option is missing. (Fig. 40)
'Edit' button that acts exactly like the 'Create a new saved search' page, presented above at point 1, chapter 7.
'Delete' button that prompts user about deleting the selected search or not. (Fig. 41)
Fig. 39
Fig. 40
Fig. 41