One of the greatest challenges for non-profit services is adapting to the new and varied ways in which the people in your community want and need to access your services. We’re dedicated to helping our clients face those challenges head-on with innovative solutions that help you help your community through the methods that work for them.
One of those solutions is iCarol’s Public Resource Directory (PRD): A feature that takes your iCarol Resource Database and turns it into a public-facing, searchable directory of community services. By taking your internally curated database and placing it online for public access, you’re expanding your reach, helping more people, and accommodating the growing number of individuals who prefer self-service over engaging directly with your specialists.
Late last year we shared with you our plans to refresh the iCarol Public Resource Directory and add some new tools and other enhancements. We’re excited to say that this new version of the PRD has officially launched! When you use this PRD you’ll enjoy:
A built-in Guided Search builder that allows your Resource Specialists to bypass web developers and instead build a guided, graphical search right within the PRD. For more on guided searching, stay tuned to our blog for details on an upcoming webinar on that topic.
Intuitive geographic searching that is easy for your visitors to use. They can simply begin typing in their known geographic location, be it zip/postal code, city, county, or state/province, to produce results that are relevant to their location.
Expanded customization around the look and feel of the PRD using Cascading Style Sheets that allow you to blend the search seamlessly into your website with highly granular control over things like font sizes types and colors, background color, logo integration, and more.
Mobile responsive functionality, delivering a mobile-friendly experience that rivals that of more costly mobile apps and accommodating the many individuals using their mobile phones or other handheld devices as their primary means of accesing the internet.
Relevant search results that improve your clients’ outcomes over what they’d likely experience if they tried to search for helpful resources on their own via a regular internet search engine. When your web visitors search or browse your PRD, they’re benefitting from your expert curation of the resources, reducing their frustration and confusion as they try to address their challenges.
To see some of these benefits in action, check out our video about the Public Resource Directory.
The PRD is available now and we encourage you to contact our Support Team to learn more about the upgrade process. Also stay tuned to our blog for announcements on upcoming webinars that provide further insight on using the PRD.
As often is the case, an interesting topic was recently posed on the AIRS networker, to which many of the Information and Referral industry professionals added their own thoughts and experiences.
The original question was one many can identify with: What database search method works best for your specialists? With a number of options available, such as your own home-built hierarchy of categories and keywords, or the taxonomy as another example, which do you prefer and use?
This prompted another related question: With the many thousands of potential taxonomy terms available for assignment and searching, how many terms account for the majority of your searches? Could your top 20 or even top 10 terms searched actually account for a very large number of your overall searches? Meaning that many of the terms assigned to your resource records are rarely if ever being keyed into searches.
Neil took a look at the data available to us to shed some light on this. Here are Neil’s findings as posted in the AIRS networker thread:
Looking at all iCarol clients in North America, which represent a substantial portion of 2-1-1’s and I&R’s, yields some interesting results.
In addition to tracking the actual Needs using the taxonomy, we also track what was searched as a possible Need (whether it was marked as a Need or not) by the I&R Specialist.
In Q4’2015, here are the percentage of Needs searched out of all searches for phone, chat and text interactions by an I&R Specialist (but for now, not public website searches):
- Top 10 Needs searched = 45%
- Top 20 Needs searched = 57%
This echoes what others have posted here. Granted, due to the season, there was a bit of a skew toward holiday-related Needs, but I wanted to work with a relatively recent date range.
Rolling up to Level 3 of the taxonomy, to filter out the (significant) variation at lower levels:
- Top 10 Needs searched = 55%
- Top 20 Needs searched = 71%
…which not surprisingly shows even more consolidation.
So on a wider scale, this confirms what you’re seeing locally.
It does make me wonder what the cause and effect may be. Are these truly the majority of caller Needs needing consideration during a call/chat/text? Or do we have a bias towards searching for Needs with which we are more familiar? The truth is probably somewhere in the middle, but I’d be keen to hear ideas about changes we could make in training, in our software, and possibly in the taxonomy that could help I&R Specialists familiarize themselves with less-used Needs, as [name omitted] is pointing out in this thread using the medical and dental examples.
For this and more great discussion, as always we suggest you look at AIRS membership for networker participation.
We welcome your thoughts and input on Neil’s findings above, please leave us a comment below to continue the discussion.
We recently added a few cosmetic improvements to resource searching that add clarity to your search process as well as save you some time.
First up, the list of automatically suggested terms, whether you use Categories or Taxonomy or are searching by Resource Name, is more clearly defined with lines separating the items while the term you’re hovering over will be highlighted in blue.
Next, page numbers of search results appear not just at the top of the results list, but also at the bottom. So if you’re scrolling down to the bottom of your list and then need to go to page 2, you don’t have to scroll back to the top to move to the next page.
And finally as you assign the resources as given referrals, the main search page will reflect that with a “Referral made” note at each resource that has already been assigned as a referral. The ‘Referral made’ note will also appear while on the details page of that resource record.
These are just a few small tweaks but we hope they’ll make a positive impact on your work flow by saving you some time as you navigate through the referral search and assignment process.
Our resource search allows for you to set several parameters and filters to help you find what you need. However, logged in users to iCarol can also use an advanced search system called “Query Language” to even further refine their results.
The Query Language is an advanced search system that allows you to refine search results by looking for specific values in resource record fields. iCarol Admins can turn on this feature in their iCarol system by following these steps:
1. Click Admin Tools in the left hand menu.
2. Click the Resources tab.
3. Scroll down to the “Other settings” section.
4. Click the box next to “Enable Query Language in Resource Searching” to place a check mark there.
5. Click the Save settings button at the top of the page.
How to use the Query Language
1. Log into iCarol from an account with viewing access to the Resource database
2. Click on “Resources” from the left menu, or click on “Search resources” from a call report.
3. Enter a search term in the search text box, and click search (eg. Food)
4. To refine your search results you will add a specific code to the end of the initial search term. The code consists of a short code (or abbreviation) for a resource field, then an equals sign, followed by the value to search. (eg. Food elg=homeless), then click search.
iCarol will then look for records were the original term exists AND where the additional field values exist.
Please note, Query Language searches can be added to Taxonomy, Resources and custom Category searches.
Available Codes for Query Language searches
Code Resource Field Searched (Example)
adr= Exact address (eg. “adr=10025 106 Street”, “adr=Cambridge”)
str= Address Line 1 & 2 (eg. “str=”Jasper”, “str=cambridge”)
loc= City/Town (eg. “loc=Toronto”, “loc=Washinton”)
pcd= Postal/Zip Code (eg. “pcd=”T6K 2W8”, “pcd=91210”)
des= Description (eg. “des=taxes”, “des=women”)
elg= Eligibility (eg. “elg=homeless”, “elg=unemployed”, “elg=low income”)
enm= Main Contact, Senior Worker Verifiers Name (eg. “enm=Carol”, “enm=Neil”)
hrs= Hours Opened (eg. “hrs=9:00am”, “hrs=3:00pm”)
lng= Language (eg. “lng=french”, “lng=spanish”)
acc= Accessibility/wheelchair (eg. “acc=yes”)
Note: Multiple codes can be used on the same search, for example “Food Bank lng=french elg=feed”
Here are a few examples of searches using Query Language.
Below is a taxonomy search for “Food Pantries” with no Query Language codes added. There are 34 resources that meet the search parameters:
In this next search, the Query Language code des=food is added, to find the resources assigned to the taxonomy term Food Pantries that also have the word “food” in their description. This reduces the total number of search results to 22. You can see in the first few results where “food” is found in the description of the agency or program.
And in this final search, two Query Language search codes are added, des=food and loc=Gary. This search will find those resources assigned to the taxonomy term Food Pantries that have the word “food” in their descriptions, and that are also located in Gary. There are now 5 search results.
With these advanced codes added to the search area, you can tell iCarol more specifically what criteria you’d like your search results to meet.
If you have any questions on how to use this feature, please send a request using the Online Case Submission Tool, found in your Help menu, for support.
Have you got a whole lot of resources? Looking to save time searching for them? We’ve got a new option for you.
When searching for resources, you may have noticed that every time you change a geographic filter – country, state or province, county, city, etc. — iCarol runs a new resource search automatically, as soon as you make a new geographic selection.
For many of our clients, this is perfect. As you get more and more precise with the geographic location, you narrow down the list of resources. And for clients whose number of resources is not in the many tens of thousands, each search happens near-instantaneously. If this describes your work, no need to read further.
But for clients whose number of resources is more than 50,000 or so, that’s not always the case. With this volume of resources sometimes each search could take a couple seconds. That may not sound like a lot, but those seconds can add up, and add to your average call time.
It’s for these clients that we’ve created a new option – it lets Admins tell iCarol not to automatically search each time a geographic filter is adjusted. Instead, you’d adjust these filters, and then the search is not run until you click the button that says “Search.” In this way, it adds that extra mouse click, but can save you multiple seconds per search.
Admins set this option in the Admin Tools section. In the Resources tab, put a checkmark in the box that says “To optimize resource searching performance, disable automatic resource searching.” You can always test it out on a few searches to see if you like it first.