Configuring A Search Profile

TABLE OF CONTENTS

Introduction

Introduction

Navigate to: Marketing > Site Search > Search Profiles > Add/Edit Search Profile - Search Profile tab

Search Profiles allow administrators to efficiently manage the creation of search configurations using

Searchable fields
Relevance rankings
Search query properties and operators

This can be used to configure the rules using which the search functionality will find and display results on the webstore.

Search Profile Default Configurations

When the administrators try to create a new search profile from the admin application the following will be the default configurations selected:

Setting	Value
Searchable Fields	Product Name SKU
Relevance Ranking	NA
Query Properties - Query Type	Multi-Match - Cross
Query Properties - Operator	AND
Autocorrect	No

Search Profile Configurations

Searchable Fields

From this section, administrators can add and manage the product attributes/fields where the entered keywords will be searched on the web store. Administrators can also define the following along with the searchable fields:

Boost Score: A boost score between 1 and 999 can be added to this input.
Boost Score is used during search time (also known as query time) to promote the position of the products in search results therefore when the searched keyword is found in the respective searchable field whose boosting score is greater, that product will be promoted on the top of search results.

Relevance Ranking

From this section, administrators can configure the way in which the search results will be sorted:

Price - This can be used when the results need to be sorted using price in ascending or descending order.
Rating - This can be used when the results need to be sorted using average ratings in ascending or descending order.
Total Reviews - This can be used when the results need to be sorted using the number of reviews in ascending or descending order.

Query Properties

Query Properties defines the way in which the searched terms are searched on the webstore.

Query Types

Multi-Match: When the Multi-Match query type is configured, the application searches keywords in more than one searchable field to display the results on the webstore. It has two types:
Best: When Multi-Match - Best is selected, all the searched text/keywords must be available in any one of the searchable fields.
For example, if the Searchable fields are Product Name and SKU, and Search Keyword entered is Dewalt Kit and this query type is selected then both the keywords “Dewalt” and/or “Kit” will be searched in every searchable field. If both the terms are found in either the Product Name or SKU then only it will be displayed in the search results.
Cross: When Multi-Match - Cross is selected, all the searched text/keywords must be spread across multiple searchable fields.
For example, if the Searchable fields are Product Name and SKU, and Search Keyword entered is Dewalt Kit and this query type is selected then both the keywords “Dewalt” and/or “Kit” will be searched in every searchable field and if anyone is available in one field and/or another one in same or different fields then the product will be displayed in the search results.

Operators

When two or more keywords are searched on the webstore, the Operator helps to decide whether the searchable fields should have all the entered keywords or at least one of the keywords to find search results on the webstore. There are two types of operators

OR Operator: This operator gives results when at least one of the searched keywords is present in the search fields.
AND Operator: This operator gives results when all the searched keywords are present in the searchable fields.

Autocorrect

When an entered keyword has a spelling mistake, autocorrect helps in identifying the correct spelling of the keyword and displays the relevant products in search results. Autocorrect provides a maximum of 2 characters of correction when searching results on the web store. Here are some criteria that this feature considers when Autocorrect is enabled:

Keyword Length	Details
0-2	No corrections are considered.
3-5	1 correction is considered.
>5	2 corrections are considered.

Note - Autocorrect is not supported with query type Multi-Match - Cross

Expected Behavior/Output Of Query Properties With All Possible Combinations

Examples:
Product P1 has Product Name = Belkin 12-Outlet Surge Protector and SKU = 578-0000
Product P2 has Product Name = DeWalt 3-Tool Combo Kit and SKU = Z-12345

The following chart shows the results with all query property combinations when certain keywords are searched:

Searched Keywords	Multi Match = Cross Operator = AND	Multi Match = Cross Operator = OR	Multi Match = Best Operator = AND	Multi Match = Best Operator = OR
578000	P1	P1	P1	P1
Belkin	P1	P1	P1	P1
Belkin 578	P1	P1	No results	P1
Belkin 79	No results	P1	No results	P1
Be	No results	No results	No results	No results
Bel Z-12	No results	P1, P2	P1	P1, P2
12345	P2	P2	P2	P2
Belkin Surge	P1	P1	P1	P1
Dewalt 345	P2	P2	No results	P2
Dewalt Kit	P2	P2	P2	P2
Belkin Dewalt	No results	P1, P2	No results	P1, P2

Viewing Search Results

Administrators can check the search results from this section based on the latest search profile configurations

System-Defined Search Profile

A Search Profile configuration is available in the database which is used when

User Profile or Account-based catalog is used on the web store
A store-based catalog is used on the web store and no search profile is created for the same catalog from the admin application.

The following are the default configurations for the system-defined search profile:

Setting	Value
Searchable Fields	Product Name SKU Brand
Relevance Ranking	NA
Query Properties - Query Type	Multi-Match - Cross
Query Properties - Operator	AND
Autocorrect	No

Changes on the Admin screen (from version Znode v9.7.1 and onwards)

Changes from Znode v9.7.1

On the admin screen following tabs will not be available under Marketing > Site Search > Search Profile - Add/Edit Search Profile - Query Properties

Query Type
1. Match Phrase Prefix
2. Match
3. Match Phrase
Minimum Should Match
Enable Accurate Scoring

Changes from Znode v9.7.3

On the admin screen the following new configuration settings are introduced under Marketing > Site Search > Search Profile - Add/Edit Search Profile
1. N-Gram Settings is added
2. Character Filter Setting is added
Only one search profile can be created for one catalog, therefore the search profile will work for all the stores where the search profile’s catalog is associated.
Note: The provision to mark the default search profile is removed because of this reason.
It is mandatory to publish the changes to test the search from the admin application and to view the changes on the web store.
When no search profile is created for a catalog the system-defined search profile will work for that catalog on the web store.
Search Profiles which are defined in the admin application will only work for store-based catalogs.
After taking an upgrade all the existing search profiles will be deleted therefore administrators will have to manually create and configure the required search profiles.

Limitation: There is no way to configure search profiles for Account and User Profile-based catalogs from the admin application therefore only system-defined search profiles work for Account and User Profile-based catalogs.

Changes on the Admin screen (from version Znode 9.8 )

On the admin screen following tabs will not be available (removed) under Marketing > Site Search > Search Profile - Add Search Profile
1. N-gram
2. Character Filter
The above tabs have been moved to Marketing > Site Search > Manage PIM index > PIM index settings.
On the admin screen following new tabs will be available under Marketing > Site Search > Search Profile - Edit Search Profile
1. Triggers
2. Stores
Publish status column is removed
From the Action, Publish action is removed
Under the tools ‘Set as Default’ is reintroduced
Store name, Store Id and Is Default columns are reintroduced