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Google Search Appliance

Creating the Search Experience: Best Practices

Google Search Appliance software version 6.0
Posted June 2009

The Google Search Appliance has features that enable system administrators to enhance the search experience for end users. This chapter describes how system administrators can follow best practices to improve end-users searches.

Contents

  1. Search Experience Best Practices
    1. Checklist of Best Practices
  2. Personalizing the Search Experience
  3. The Relationship Between the Search Experience and Front Ends
    1. Creating Multiple Front Ends
  4. Gathering Information about the Search Experience
    1. Viewing Detailed Data about User Clicks
    2. Using Advanced Search Reporting to Personalize the Search Experience
    3. Generating an Advanced Search Report
  5. Using KeyMatches to Guide Users to URLs
    1. Working with KeyMatches
    2. Identifying KeyMatches
    3. Changing the Appearance of KeyMatches
  6. Using Related Queries to Suggest Alternative Searches
    1. Working with Related Queries
    2. Identifying Related Queries
    3. Changing the Appearance of Related Queries
  7. Using Dynamic Result Clusters to Narrow Searches
    1. Enabling or Disabling Dynamic Result Clusters
      1. Using the Page Layout Helper
      2. Using the XSLT Stylesheet Editor
  8. Experimenting with Host Crowding Options
  9. Using Filters to Restrict Search Results
    1. Working with Filters
    2. Restricting Search Results by Domain Name
    3. Restricting Search Results by Language
    4. Restricting Search Results by File Type
    5. Restricting Search Results by Meta Tag
  10. Removing URLs from Search Results
  11. Using Query Expansion to Widen Searches
    1. Working with Query Expansion Files
      1. Using Preconfigured Local Query Expansion Files
      2. Using Customized Local Query Expansion Files
      3. Using Blacklists
      4. Files with Macintosh Style End-of-Line Characters
    2. Setting the Query Expansion Policy for a Front End
  12. Changing Languages for Query Expansion and Spelling Suggestions
  13. Using OneBox Modules to Integrate Structured Results
  14. Using Result Biasing to Influence Result Ranking
    1. Working with Result Biasing
    2. Using Source Biasing
    3. Using Date Biasing
      1. Which Document Dates Are Used for Date Biasing?
    4. Using Metadata Biasing
  15. Providing Alerts for End Users
    1. Enabling Alerts
    2. Showing the My Alerts Link
  16. Providing User-Added Results
    1. Creating a OneBox Module Definition for User-Added Results
    2. Enabling the OneBox Module for a Front End
  17. Providing Query Suggestions
  18. Tuning Search Results
    1. Optimizing the Speed of Results
    2. Analyzing Searches that Do Not Return Results
      1. Generating a Report of Unsuccessful Search Queries
  19. Managing the Search Index
    1. Keeping the Search Index Clean
      1. Using Both a Whitelist and a Blacklist of URLs
      2. Using Only a Whitelist of URLs
    2. Segmenting Data in the Search Index
      1. Searching Collections
      2. Enabling Users to Search Multiple Collections
  20. Evaluating Search Performance
    1. Adding a Feedback Mechanism for Users
    2. Conducting a User Satisfaction Survey
    3. Exchanging Information on Google Groups
  21. Updating Your Search Appliance
  22. Using the Ranking Framework to Influence Result Rankings
    1. Creating a Rescoring Configuration File
    2. Getting Authorization on the Google Search Appliance
    3. Adding the Rescoring Configuration to the Google Search Appliance
    4. Activating the New Rescoring Configuration
    5. Using the New Rescoring Configuration
      1. Deleting a Rescoring Configuration

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Search Experience Best Practices

A Google Search Appliance can begin serving relevant results as soon as it has an index. By serving relevant results, the search appliance ensures a positive search experience for your users. However, you, as a search appliance administrator, can use the best practices and search appliance features described in this document to personalize or enhance the search experience for users.

Checklist of Best Practices

Use the following table as a best practices checklist. For each best practice, the table identifies the search appliance feature or resource to use, with a reference to the relevant section in this document.

Best Practice Feature or Resource to Use Reference
Export and analyze data about user clicks Advanced search reporting Gathering Information about the Search Experience
Enable end users to create email alerts for topics of interest Alerts Providing Alerts for End Users
Divide the search index into meaningful partitions Collections Segmenting Data in the Search Index
Allow users to choose results by topic Dynamic result clusters Using Dynamic Result Clusters to Narrow Searches
Restrict search results by domain name, language, file type, or meta tag Filters Using Filters to Restrict Search Results
Take advantage of search appliance expertise Google Enterprise and Google Groups Exchanging Information on Google Groups
Update to the most recent software version Google Enterprise Support site Updating Your Search Appliance
Eliminate duplicate search results and provide the most relevant set of diverse results Host Crowding Experimenting with Host Crowding Options
Present recommended links above search results KeyMatches Using KeyMatches to Guide Users to URLs
Enable query expansion and spelling suggestions for a set of languages Language bundles Changing Languages for Query Expansion and Spelling Suggestions
Add structured, real-time application data to search results OneBox modules Using OneBox Modules to Integrate Structured Results
Create a user interface that focuses on your users Page Layout Helper or XSLT Stylesheet Editor Customizing the User Interface
Provide your own synonyms for use in query expansion Query expansion
Using Query Expansion to Widen Searches
Enable search queries to auto-complete and query suggestions to appear as a user types in the search box. Query suggestions Providing Query Suggestions
Present alternative search terms above search results Related queries Using Related Queries to Suggest Alternative Searches
Prevent specific URLs from appearing in search results Remove URLs Removing URLs from Search Results
Influence the order of documents in search results Result biasing
Using Result Biasing to Influence Results Ranking
Identify problematic query topics for related queries, KeyMatches, and query expansion synonyms Search Report Analyzing Searches that Do Not Return Results
Obtain user responses about the search experience Surveys Conducting a User Satisfaction Survey
Enable users to add search results for certain keywords in a specific front end User-Added Results Providing User-Added Results
Allow users to give you feedback User Interface Adding a Feedback Mechanism for Users
Optimize the response time of results Various features Optimizing the Speed of Results
Remove obsolete or non-essential content from the search index Whitelist URLs or Blacklist URLs Keeping the Search Index Clean

Personalizing the Search Experience

The Google Search Appliance enables you to personalize the search experience. Rather than providing one centralized search experience for everyone, you can provide different search experiences for different groups of users. Each personalized search experience is based on the interests, roles, departments, locations, or languages of the user group.

For example, suppose your Google Search Appliance provides search for internal users from different organizations. Users often search for "acme widgets," but they are not all searching for the same results. More typically, when searching for acme widgets:

  • Engineering staff is searching for design documents and status information
  • Sales staff is searching for sales forecasts and reports
  • Customer support is searching for support metrics and update information

With a centralized search experience, some users may find what they are looking for at the top of the results listings while other users might have to view several results before finding what they are looking for. With a personalized search experience:

  • Each group of users has a unique search experience where results are ranked according to their interests
  • Users find what they are looking for at the top of the search results

Users do not need to take any action to have a personalized search experience. The search appliance automatically presents a personalized search experience based on changes that you, as the system administrator, have implemented using search appliance features, including front ends, KeyMatches, and source biasing.

The first step to personalizing the search experience is gathering information about the search experience as it is currently deployed on the Google Search Appliance. After gathering this information, you can analyze it and decide:

  • Who needs a personalized search experience
  • How to personalize the search experience for each target group
  • Which search appliance features you should use to create personalized search experiences

In this document, descriptions of features that you can use to personalize the search experience are marked with the following personalization icon. Personalization topic

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The Relationship Between the Search Experience and Front Ends

Personalization topicSeveral of the Google Search Appliance features described in this document are implemented in specific front ends. A front end is a framework that manages the search experience for specific types of end users. Features implemented in front ends include:

The search appliance has a default front end that uses default settings for the elements that influence search quality. You can use the default front end without changing any settings.

If you plan on changing anything in a front end, it is recommended that you create at least one front end to customize. For information about this task, refer to Creating a Front End.

Creating Multiple Front Ends

For one Google Search Appliance, you can create multiple front ends, each with its own customized settings. For example:

  • You might create multiple front ends to serve different results to users in various regions, worldwide. For users in a specific country, you might apply a language filter. This example is described in Restricting Search Results by Language.

For more information about front ends, refer to Managing the Search Experience.

Gathering Information about the Search Experience

Personalization topicBefore you can effectively personalize the search experience, you need to have knowledge about your end users, such as their roles, functional groups, locations, what they are searching for, and whether they are finding it or not. The Google Search Appliance enables you to gather information about user clicks. From this information, you can gain knowledge about end users and their interactions with search results. Information about user clicks can tell you:

  • If users a finding what they're searching for
  • If groups of users are searching for the same information
  • If certain URLs are harder for users to find than others

By analyzing user clicks, you can identify ways to personalize and improve the search experience. For example, suppose information about user clicks shows that a users in range of IP addresses are all searching for information about project Malta. None of the users are finding a satisfactory URL at the top of the search results. Some of the users are finding a satisfactory URL on page 3 of the results. However, many users are abandoning the search after viewing page 2 of the results.

The range of IP addresses tells you that the users who are searching for the results are all Engineers in the U.S. who are working on project Malta. You might create a front end for this group of users. For information about this task, refer to Creating a Front End.

For this front end, you might promote project Malta URLs to the top of the search results using KeyMatches. Another alternative for promoting these URLs is to use source biasing to move the result up in the listings.

Some time after you deploy the front end for Engineers in the U.S., you can gather more information about user clicks to find out if the personalization that you deployed in the front end is successfully improving the search experience. You can also use this information to make other changes to improve and personalize the search experience.

Viewing Detailed Data about User Clicks

The Google Search Appliance feature that enables you to gather information about user clicks is advanced search reporting. When advanced search reporting is enabled in the Admin Console, you can export an advanced search report. Each entry in an advanced search report represents a single user click or other action, such as page load, in the search appliance user interface.

Values in Advanced Search Reports

An entry is composed of comma-separated values. The following table describes each value in an advanced search report.

Value Description Example
Click time Time of the click in 100ths of a second since midnight on January 1, 1970. 125001323979
IP address IP address of the user who clicked. 172.18.75.121
Session ID Holding place for session ID, always blank.  
Click type Type of action, which can be a user click or other action. For more information, refer to Click Types in Advanced Search Reports. c
Click start The results page of the user click, where 0=1st page of results. 0
Click rank The rank of the result on the page of the user click, where 1=the 1st result, 2=2nd result, and so on. A smaller number click rank indicates higher user click satisfaction. 1
Click data Usually blank.  
Query Search query that returned results. Google+Search+Appliance
URL URL of the user click. http://www.google.com/

The following example shows a complete entry in an advanced search report:

1217555170,172.18.75.121,,c,0,1,,Google+Search+Appliance,http://www.google.com/

This example shows that on July 31, 2008 at 6PM (1217555170), a user (172.18.75.121) clicked on a result (c) on the first page of results (0). The result was the first result (1) that appeared on the page. The search term that the user entered was Google Search Appliance and the URL of the result was http://www.google.com/.

Click Types in Advanced Search Reports

The following table describes built-in click types that can appear in an advanced search report.

Click Type Description
advanced Advanced search link on the search page
advanced_swr Advanced search for anchor text
c Search result
cache

Cached document on results page

cluster Cluster label on results page
db Database content on results page
desk.groups Groups link at the top of the search page
desk.images Images link at the top of the search page
desk.local Local link at the top of the search page
desk.news News link at the top of the search page
desk.web Web link at the top of the search page
help Search Tips link on the search page
keymatch Keymatch on results page
load Load results page
logo Hyperlinked logo
nav.next Navigation, next page
nav.page Navigation, specific page
nav.prev Navigation, previous page
onebox OneBox on results page
sitesearch More results from... link on results page
sort Sort link on results page
spell Spelling suggestion
synonym Related query on results page
OTHER Any link on the results page that does not have a defined ctype

Optionally, you can also:

Adding Custom Click Types

You can also add your own custom ctypes to an XSLT stylesheet. Any ctype values that you add remain within your system only and are not tracked by Google. Ensure that any ctype values that you add do not duplicate the built in ctype values.

If you want to track user clicks on elements other than links (such as buttons), refer to the clicklog.js file on the Google Search Appliance. (clicklog_compiled.js is an optimized version of this file that reduces the download size and browser latency.)

Adding Click Types to OneBox Modules

If you have OneBox modules where you want to track user clicks, add the onebox ctype to onebox-default.xsl. To edit onebox-default.xsl, use the Serving > OneBox Modules page in the Admin Console or an editor of your choice.

Interpreting Detailed Data About User Clicks

The examples in this section show you how to interpret detailed data about user clicks in an advanced search report. The examples omit some values from the each entry in the advanced search report, as indicated by the ellipses (...).

The following example shows a user searching on the term enterprise and finding a result on page 2 of the listings:

  1. On a search page, the user enters the search term enterprise and clicks the search button. The results page loads:
    ...,172.18.75.121,,load,,0,0,,enterprise
  2. The user does not find satisfactory results on the first results page and clicks Next:
    ...,172.18.75.121,,nav.next,0,0,,enterprise...
  3. On the second result page, the user clicks on the third result and navigates to http://www.google.com/:
    ...,172.18.75.121,,c,1,3,,enterprise,http://www.google.com/

The following example shows a user searching on the term corfu clicking on the tenth result on the first page of listings:

  1. On a search page, the user enters the search term corfu and clicks the search button. The results page loads:
    ...,174.22.35.109,,load,,0,0,,corfu
  2. On the second result page, the user clicks on the third result and navigates to http://www.google.com/:
    ...,174.22.35.109,,c,0,10,,corfu,http://www.corfu.com/

Using Advanced Search Reporting to Personalize the Search Experience

The following steps outline an effective method for using advanced search reporting to personalize the search experience:

  1. Getting baseline measurements of percentage of satisfied queries and average click rank.
  2. Analyzing user clicks to identify areas for improvement in a specific front end.
  3. Personalizing the search experience using front ends.
  4. Measuring the effectiveness of personalization.

Because an advanced search report is a comma-separated values file, you can import it into a spreadsheet where you can sort the values. For example, you might sort an advanced search report by URL to find all user clicks that pertain to a specific URL.

Getting Baseline Measurements

Before you begin personalizing the search experience, identify the initial state of the search experience by taking baseline measurements. You can get baseline measurements by:

  1. Generating an advanced search report
  2. Calculating the percentage of satisfied queries
  3. Calculating the average click rank

As you personalize the search experience, continue to generate advanced search reports that you can compare with baseline measurements.

Calculating the Percentage of Satisfied Queries

Using the information in the report, you can calculate the percentage of satisfied queries. A satisfied query is a search that ends with a user clicking on a result, as indicated in the report by a click type of c. When counting the total number of satisfied clicks only count the first click type of c after the first load.

The formula for calculating percentage of queries that are satisfied is:

total number of satisfied clicks / total number of queries x 100=percentage of satisfied clicks

For example, if the total number of satisfied clicks is 54 out of 90 total queries, the percentage of satisfied queries would be 60%.

Calculating the Average Click Rank

To calculate the average click rank, you must first identify the absolute click rank for an individual entry. Using the click rank alone will not give accurate results because a click rank number does not indicate the results page of the click. For example, when a user clicks on the first result on the first page, the click rank is 1. However, when a user clicks on the first result on the tenth page of results, the click rank is also 1. By using the following formula, you can account for the page of the user click.

The formula for identifying a click rank for an individual entry is:

(click start x 10) + click rank=absolute click rank
where click start is the page of the click

The formula for calculating average click rank is:

total of absolute click ranks/number of clicks=average click rank

For example, if the total of all the click ranks was 255 for 75 clicks, the average click rank would be 3.4. 

Analyzing User Clicks

To analyze user clicks, determine how users are searching based on click type and how the search ends.

For example, you can identify top queries by sorting an advanced search report by query. After sorting queries, you might check the click types on the top queries. For satisfied queries with low click rank and unsatisfied queries, you might improve search by creating a KeyMatch, applying source biasing, or developing a OneBox module.

You also might want to identify IP address ranges for most queries. This might indicate that members of a specific group of users, such as the sales department, are all searching for the same information.You might consider personalizing their search experience by creating a collection and front end especially for this group.

Personalizing the Search Experience Using Front Ends

Using your analyses of user clicks, you can identify ways to personalize the search experience using front ends. For an overview of ways to personalize the search experience, refer to Checklist of Best Practices.

Personalization topicThroughout this and other chapters of Creating the Search Experience, descriptions of features that you can use to personalize the search experience are marked with a personalization icon.

Measuring the Effectiveness of Personalization

After you personalize the search experience, generate another advanced search report and compare with it the baseline measurements. This comparison enables you to measure the impact that personalization has had on the search experience.

For example, suppose that after you personalize the search experience, the percentage of satisfied user clicks is 80%. This shows a measurable improvement from the baseline of 60%. Because of personalizations, users are more frequently finding relevant information.

Generating an Advanced Search Report

Use the Google Search Appliance Admin Console to generate an advanced search report by:

Enabling Advanced Search Reporting for a Front End

You can enable or disable advanced search reporting for any front end. To enable advanced search reporting, use the Serving > Front Ends > Output Format page in the Admin Console. For complete information about using the Output Format page, refer to Help Center >Serving > Front Ends > Output Format - Page Layout Helper in the Admin Console.

Exporting an Advanced Search Report

After you enable advanced search reporting for a front end, you can export an advanced search report. To export an advanced search report, use the Status and Reports > Search Log page in the Admin Console. For complete information about using the Search Log page, click Help Center >Status and Reports>Search Log in the Admin Console.

You can also use the Status and Reports > Search Reports page to view the following advanced search report data:

  • Rank of selected result
  • Page of selected result
  • URLs that are popular
  • IP addresses of the most frequent users of the system

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Using KeyMatches to Guide Users to URLs

Personalization topicA document might not be in the search index or might not appear among the highest search results. However, it might be valuable to users as a search result. You can promote such documents in the results by using KeyMatches. A KeyMatch guides users to recommended links, and appear when a user enters a specific search term.

Because a KeyMatch is specific to a front end, you can aim it at specific types of end users, as shown in the following example. Suppose you administer a search appliance for an e-commerce business, mediacompany.com. This business sells DVDs online in various countries. The business maintains an e-commerce website with a home page, www.mediacompany.com, This home page contains links to pages for end users in different regions, including North America, South America, Europe and the Middle East, Asia, Australia, and Africa.

You know that when end users search for "new movies," they are most interested in navigating to http://mediacompany.com/DVD/recentreleases. You might provide this link on top of the search results as a KeyMatch, as shown in the following figure.

KeyMatch example showing text that is emphasized using a different color than the normal search results.

KeyMatches are not set up by default. You create a KeyMatch for a specific front end by associating a search term to a specific URL and specifying a title for the match. In the previous example:

  • The search term is "new movies"
  • The URL is http://mediacompany.com/DVD/recentreleases
  • The title is "New DVD releases"

There can be up to five KeyMatches for a single search term, and you can associate up to five URLs for each KeyMatch. If you associate more URLs, only five are available for use. The default maximum number of KeyMatches that are returned for a search is three, but you can increase this number by modifying the query parameter numgm=. For information about this query parameter, refer to Search Protocol Reference.

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Working with KeyMatches

To work with KeyMatches, use the KeyMatch tab on the Serving > Front Ends > Output Format page in the Admin Console. For any front end, you can:

  • Select KeyMatch types
  • Add KeyMatches individually
  • View KeyMatches
  • Edit KeyMatches
  • Search for KeyMatches
  • Delete KeyMatches
  • Import KeyMatches from a URL or file
  • Export KeyMatches

For complete information about using the KeyMatch tab, click Help Center >Serving > Front Ends > KeyMatch in the Admin Console.

Identifying KeyMatches

To identify potential KeyMatches:

  • Check results for top queries by running a report on searches that returned results using the Status and Reports > Search Reports page in the Admin Console. Examine each query. If the best result for a query is not the first result, you might create a KeyMatch.
  • Check missed query terms by creating a report of unsuccessful search queries, as described in Analyzing Searches that Do Not Return Results. If several users are searching on missed query terms, you might create KeyMatches for the missed query terms.

You might also get input for KeyMatches from people in your own organization who have domain expertise. For example, suppose you want to improve searches that pertain to sales issues. You might ask people in your sales offices to identify keywords that need KeyMatches.

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Changing the Appearance of KeyMatches

You can change the appearance of KeyMatches in the user interface for a front end. Components that you can change include:

  • Label text (KeyMatch)
  • Label color
  • Background color

For example, you might make the following changes:

  • Reword the label from KeyMatch to Recommended Links
  • Change the KeyMatch text color from blue (#2255aa) to violet (#6600cc)
  • Change the KeyMatch background color from pale violet (#e8e8ff) to aqua (#ccffff)

The following figure illustrates these changes.

Example showing a KeyMatch with different colors used for text and background

To make changes to the appearance of KeyMatches, edit the Result Page Component section of the XSLT stylesheet. For information about editing the XSLT stylesheet, refer to Customizing the User Interface in the XSLT Stylesheet.

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Using Related Queries to Suggest Alternative Searches

Personalization topicYou can help users refine their searches by offering related queries. A related query is a suggestion for an alternative word or phase for the user's original search term. The related query appears at the top of search results.

Because a related query is specific to a front end, it can be aimed at a specific types of end user, as shown in the following example. In an organization, projects and products are often developed under an internal name, but launched under a different name. For example, suppose mediacompany.com develops a new MP3 player under the code name "Malta," but releases it as "Valise."

Some internal users may not be familiar with the name "Malta." When they search for "Valise," they miss all the documents indexed under "Malta." You can create a related query for "Malta" that is returned when users search for "Valise," as shown in the following example:

You could also try: Malta

When the user clicks "Malta," the search appliance runs the search again and returns additional results.

An alternative search term might be useful for users of several front ends. In this instance, you might consider using query expansion to add it as a local synonym.

Related queries are not set up by default. You can create a related query by associating a search term with a related query. In the previous example:

  • The search term is "Valise"
  • The related query is "Malta"

Search terms and related queries can be words or phrases.

Related queries are unidirectional only. When the end user's query matches the search term, the related query appears. However, when the end user's query matches the related query, the related query does not appear. Continuing the previous example, if a user searches for "Malta," the search term "Valise" does not appear.

When you add related queries to a new front end, they can appear immediately. If you add them to an existing front end, it can take 30 minutes or more for them to appear.

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Working with Related Queries

To work with related queries, use the Related Queries tab on the Serving > Front Ends > Output Format page in the Admin Console. For any front end, you can:

  • Add related queries individually
  • View related queries
  • Edit related queries
  • Search for related queries
  • Delete related queries
  • Import related queries from a URL or a file
  • Export related queries

For complete information about using the Related Queries tab, click Help Center >Serving > Front Ends > Related Queries in the Admin Console.

Identifying Related Queries

To identify potential related queries, get a list of the query terms that do not return results by creating a report of unsuccessful search queries. For information about this task, refer to Analyzing Searches that Do Not Return Results.

You can ask domain experts in your organization for input. For example, suppose you want to improve searches that pertain to personnel issues. You might ask people in your Human Resources office to identify keywords to use.

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Changing the Appearance of Related Queries

You can change the appearance of related queries in the user interface for a front end. Components that you can change include:

  • Label text (You could also try)
  • Label color

For example, you might make the following changes:

  • Reword the label from You could also try to Search again using this term?
  • Change the label color from red (#CC0000) to orange (#FF6600)

The following figure illustrates these changes.

Search again using this term?: Malta

To make changes to the appearance of related queries, edit the Result Page Component section of the XSLT stylesheet. For information about editing the XSLT stylesheet, refer to Customizing the User Interface in the XSLT Stylesheet.

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Using Dynamic Result Clusters to Narrow Searches

Personalization topicSometimes, users search with terms that return an overly broad set of results. You can help end users narrow searches by enabling dynamic result clusters. Dynamic result clusters show different topics for a specific search term. These topics enable users to focus on areas of interest while ignoring irrelevant information.

For example, suppose your website offers memberships to users. When an end user searches for “membership,” a dynamic result cluster appears with the a list of topics found in the results. The following example illustrates this dynamic results cluster.

Narrow your search

Membership options
Membership help
Membership pricing
Membership privileges
Membership specials

When a user clicks on any of the topics, the search appliance returns a new, narrower set of results.

Dynamic result clusters are formed from each set of results. Dynamic result clusters work best when the results contain sufficient documents to allow the search appliance to categorize them into topics.

By default, dynamic result clusters are disabled. For any front end, you can:

  • Enable or disable dynamic result clusters.
  • Specify the placement of dynamic result clusters at the top or to the right of search results. If you have implemented KeyMatches or OneBox modules, you might want to place the dynamic result clusters to the right of search results.  This minimizes user scrolling down the page for natural search results.

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Enabling or Disabling Dynamic Result Clusters

The Google Search Appliance supports two methods of enabling and disabling dynamic result clusters:

You cannot use the Page Layout Helper to enable or disable dynamic result clusters if you have customized the XSLT stylesheet. If you have done this, you must enable or disable dynamic result clusters directly in the XSLT stylesheet.

If you want to use a customized XSLT stylesheet from an earlier release, refer to the update instructions for the current search appliance software release.

Using the Page Layout Helper

To enable or disable dynamic result clusters using the Page Layout Helper:

  1. Choose Serving > Front Ends.

    The Front Ends page appears.

  2. Select a front end from the Current Front Ends list and click Edit.

    The Output Format page appears.

  3. In the Page Layout Helper box, select the Search Results section.

    The section expands.

  4. To enable dynamic result clusters, click Dynamic result clusters. A checkmark appears.

    Notice that dynamic result clusters appear in the preview.

    To disable dynamic result clusters, click Dynamic result clusters. The checkmark disappears.

  5. To change where cluster topics appear on the page, click Top or Side.
  6. Click Save Page Layout Code.

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Using the XSLT Stylesheet Editor

This section describes enabling dynamic result clusters using the XSLT Stylesheet Editor. If you prefer, you can edit the XSLT stylesheet in another editor.

To enable dynamic result clusters in an XSLT stylesheet:

  1. Choose Serving > Front Ends.

    The Front Ends page appears.

  2. Select a front end from the Current Front Ends list and click Edit.

    The Output Format page appears.

  3. In the XSLT Stylesheet Editor, scroll to the dynamic result cluster options in the Other Variables section. The following code shows the dynamic result cluster options.

    <!-- *** dynamic result cluster options *** -->
    <xsl:variable name="show_res_clusters">0</xsl:variable>
    <xsl:variable name="res_cluster_position">right</xsl:variable>

  4. Enable or disable dynamic result clusters:
    • To enable dynamic result clusters, change the show_res_clusters value from 0 (zero) to 1 (one).
    • To disable dynamic result clusters, change the show_res_clusters value from 1 (one) to 0 (zero).
  5. To change where the cluster topics appear on the page, from the right side (default) to the top of the page, change the res_cluster_position value from right to top.
  6. Click Save XSLT Code.

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Experimenting with Host Crowding Options

You might notice that search results are sometimes indented, as shown in the following example.

Host crowding

The indenting indicates "host crowding," or presenting only the most relevant search results by eliminating duplicates. To eliminate duplicate search results, the search appliance uses the following automatic filters:

  • Duplicate Snippet Filter -- If multiple documents contain identical titles as well as the same information in their snippets in response to a query, only the most relevant document of that set is displayed in the results.
  • Duplicate Directory Filter -- If there are many results in a single web directory, then only the two most relevant results for that directory are displayed. The previous example of host crowding illustrates this type of filtering.

By default, automatic filters are enabled and host crowding significantly reduces the number of results returned.

In some situations, you can turn off host crowding by disabling one or more automatic filters to produce better relevancy. You might want to experiment with the settings for the Duplicate Directory filter and/or the Duplicate Snippet filters.

To disable the Duplicate Directory filter and/or the Duplicate Snippet filter, use the filter query parameter. For information about this topic, refer to Filtering in Search Protocol Reference.

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Using Filters to Restrict Search Results

Personalization topicAs an administrator, you can create custom filters for a front end to ensure that the search appliance serves appropriate results to end users. Filters are especially useful when a search appliance has multiple front ends for multiple types of end users.

The following table lists the types of filters you can create, with references to sections that provide more details on each type of filter.

Filter Description Refer to
Domain This type of filter restricts searches to one or more domain names (not IP addresses). Restricting Search Results by Domain Name
Language This type of filter restricts searches to either all languages or a selected set of languages. Restricting Search Results by Language
File type This type of filter restrict searches to one or more content types or file types, such as HTML, PDF, and so on. Restricting Search Results by File Type
Meta tag This type of filter restricts searches by values and value types in meta tags. Restricting Search Results by Meta Tag

You can use multiple filters in a front end. For example, a front end that is used in a specific region could filter results by both domain and language.

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Working with Filters

To work with filters, use the Filters tab on the Serving > Front Ends > Output Format page in the Admin Console. For complete information about using the Filters tab, click Help Center >Serving > Front Ends > Filters in the Admin Console.

Restricting Search Results by Domain Name

You can use a domain filter to restrict results by domain name.

Suppose you want to ensure that searches in various regions return only results with local information. For example, you want to restrict results on the Australian pages to show only products and special offers available there, so you create a front end for users in Australia.

The domain name for Australia is www.mediacompany.com.au. You might use this domain name to create a domain filter so that when end users in Australia perform a search, only results that match the domain name appear. All domains ending with the name are filtered. For example, the domain mediacompany.com.au returns search results in all of the following domains:

  • www.mediacompany.com.au
  • news.mediacompany.com.au
  • ops.mediacompany.com.au

However, if the domain name is followed by a directory name, the domain name must be fully qualified when you enter it on the Filters tab. For example, mediacompany.com.au/marketing does not return any results under the domain name filter alone. The correct filter is www.mediacompany.com.au/marketing. If the directory marketing is in multiple domains, each filter must be specified individually on the Filters tab -- one per line, one for each domain, as shown in the following example:

www.mediacompany.com.au/marketing

news.mediacompany.com.au/marketing

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Restricting Search Results by Language

You can use a language filter to restrict results by language.

Suppose you have created a front end for users in Switzerland. You want to restrict search results for this front end to the country's three official languages, German, French, and Italian. You might create a language filter for the Switzerland front end with these languages selected. When end users in Switzerland perform a search, only results in the selected languages appear.

You can also create a filter with the Filters tab to display results for pages in any language.

Restricting Search Results by File Type

The search appliance can crawl many file types. You can use a file type filter to restrict results by file type. For a list of file types that the search appliance can crawl, click Help Center > More Information > Crawling and Indexing in the Admin Console.

Suppose you have created a front end for mediacompany.com's sales staff. The only documents that interest the sales staff are in Portable Document Format (.pdf) or Microsoft PowerPoint (.ppt) format. You can create a file type filter that serves only these file types in the sales staff front end. When members of the sales staff perform a search, only results of the selected file types appear.

Restricting Search Results by Meta Tag

You can use meta tag filters to restrict results by meta tags and meta tag values.

The site www.mediacompany.com sells DVDs worldwide. Most DVDs are encoded by region. For example, DVDs encoded for region 1 (Canada, the United States, Bermuda, the Cayman Islands, and U.S. territories) play only on region 1 players.

On the website, each DVD has a product page that includes a meta tag indicating its region, as shown in the following example.

<META NAME="region" CONTENT="region_1">

Suppose you have created a front end for users in region 1. You can restrict search results to products for region 1 only. You might create a meta tag filter for the region 1 front end so that only documents with CONTENT=region_1 appear. When end users in region 1 perform a search, only results for DVDs that are playable in region 1 appear.

Value Type Input Parameters

You can also filter results by the values of the results' meta tags using the requiredfields and partialfields input parameters in a search query. For information about these input parameters, refer to Search Protocol Reference.

If you set meta tag filters in the front end (using the Meta Tag Filter area), the search appliance appends these settings to the search query as requiredfields and partialfields input parameters. If you set meta tag filters in both the front end and in requiredfields and partialfields input parameters, the front end settings overwrite any input parameters that you have added to the search query.

The following table lists front end meta tag value types and the input parameters that the search appliance appends to the search request for each value type.

Front End Value Type Input Parameter
Exact requiredfields=name:value
Partial partialfields=name:value
Existence requiredfields=name

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Removing URLs from Search Results

Personalization topicOccasionally, a search index contains URLs that the search appliance should not serve. For any front end, you can prevent the search appliance from serving URLs that match specific patterns.

For example, suppose you do not want the search appliance to serve results about out-of-print DVDs in the customer front end. All documents that pertain to out-of-print DVDs are located in www.mediacompany.com/obsolete/. To prevent results from this URL being served, enter the URL pattern in the box on the Remove URLs tab. The URL patterns you provide must conform to the rules for valid URL patterns.

You can add URL patterns at any time, and they will be immediately removed from the served results. You can also delete the URL patterns at any time to return those patterns to the served results immediately.

For complete information about using the Remove URLs tab, click Help Center >Serving > Front Ends >Remove URLs in the Admin Console.

The remove URLs feature affects results only. It does not remove URLs from the index. To remove URLs from the index, enter them in the Do Not Crawl URLs with the Following Patterns section on the Crawl and Index > Crawl URLs page in the Admin Console. For more information about removing URLs from the index, refer to Administering Crawl for Web and File Share Content.

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Using Query Expansion to Widen Searches

Personalization topicThe Google Search Appliance can automatically expand search terms to include other terms. This expansion is based on synonyms, or alternative terms for the original search term, as well as inflection variants, and related terms. The search appliance includes the following types of query expansion files:

  • Built-in query expansion files, which you cannot download or edit
  • Preconfigured local query expansion files, which you can download and edit

Additionally, you can add your own customized local query expansion files to a search appliance.

Whenever a term matches a built-in synonym, the query is expanded to include the synonym. For example, suppose a user searches with the term "video." Because this term matches a built-in synonym ("DVD"), the search is expanded to include the term DVD.

You can add your own set of meaningful terms to be added as synonyms. When query expansion is enabled, all synonyms on a search appliance apply to all front ends. To add terms for a specific front end, consider adding related queries instead.

There are two steps to adding synonyms to query expansion:

  1. Working with Query Expansion Files
  2. Setting the Query Expansion Policy for a Front End

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Working with Query Expansion Files

This section describes tasks for managing query expansion files for a Google Search Appliance, including:

To manage query expansion files, use the Serving > Query Expansion page in the Admin Console. For complete information about using the Query Expansion page, click Help Center >Serving > Query Expansion in the Admin Console.

Using Preconfigured Local Query Expansion Files

By default, query expansion terms are available in seven supported languages: Dutch, English, French, German, Italian, Portuguese, and Spanish. The Google Search Appliance's default language bundle contains these languages. You can change the supported languages by installing and activating a different language bundle.

For customers who are using the supported languages, the following preconfigured synonyms files are provided with the search appliance:

  • Google_Dutch_stems
  • Google_English_stems
  • Google_French_stems
  • Google_German_stems
  • Google_Italian_stems
  • Google_Portuguese_stems
  • Google_Spanish_stems

These files appear by default in the list of query expansion files on the Serving > Query Expansion page in the Admin Console. Each file contains a set of common words that can supplement standard terms. By default, Google_English_stems is enabled.

You can use a preconfigured local file as it is. Alternatively, you can:

  • Download a preconfigured local file to edit it
  • Upload a modified file
  • Enable or disable a preconfigured local file

To perform any of these tasks, go to the Serving > Query Expansion page.

You cannot delete preconfigured local files.

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Using Customized Local Query Expansion Files

You can use customized local query expansion files to configure site-specific terminology. For example, you might:

  • Configure synonyms that match obsolete catalog numbers with their replacement catalog numbers. A user who searches for an obsolete catalog number would get results for both the obsolete catalog number and the new catalog number.
  • Configure synonyms that expand catalog abbreviations to full names. For example, a user who searches for "L. Bunuel" would get results for both the catalog abbreviation and Luis Bunuel.
  • Configure synonyms that expand generic categories to product names. For example, a user who searches for "documentary" would get results for both documentary and Best Documentary Series.

A local synonyms file is a text file of three megabytes or less, containing case-insensitive entries.

Follow these steps to create a local synonyms file:

  1. Create a text (.txt) file.
  2. If the file will contain accented characters and you have not already checked your editor's ability to save a file with UTF-8 encoding, do so now. As an example, if you are using Notepad, do this:
    • From the File menu, choose Save As.
    • Check that the Save options include Encoding, as well as Name and File Type.
    • Pull down the Encoding menu and choose UTF-8.
  3. Edit the file as follows:
    • Put one directive on each line, using the formats described under Entry format 1 and Entry format 2.
    • Use only alphanumeric characters and spaces, substituting spaces for hyphens. For example, instead of entering "pro-democracy," enter "pro democracy." The results will include the hyphenated version of the term.
    • Specify any number of synonyms for a particular term. There is no limit to the number of expansions in a query.
    • Use the pound sign (#) to start a comment line.
  4. Save the file. If the file has accented characters, save it with UTF-8 encoding.

Entry format 1: term1 operator term2

In this format:

  • term1 consists of one word or multiple words that are separated by single spaces.
  • term2 consists of one word or multiple words that are separated by single spaces.
    operator is one of the following:
    • = Specifies that the words are equivalent. The appliance expands a search query for term1 or term2 by adding the other term.
    • > Causes the appliance to add term2 when a search query contains term1.

Examples:

ebu = education business unit
tbu = telecomm business unit
telecom business unit = telecomm business unit
partner > indirect sales


Entry format 2: {term, term, ...}

In this format:

  • The curly brackets are required.
  • Each term in the list will be used to expand queries for each other term.
  • Up to 32 terms are permitted.
  • Terms can contain space characters but they cannot contain commas.

Examples:

{run, runs, running, ran}
{widgets, parts, items}

For information about uploading a synonyms file, click Help Center >Serving > Query Expansion in the Admin Console.

Using Blacklists

You can control query expansion by creating a blacklist. A blacklist is a set of words that are excluded from query expansion. A blacklist can be useful for eliminating unwanted search results that result from synonym matching and clarifying special words used in your environment.

For example, suppose mediacompany.com starts a new project with the code name "glue." You could add "glue" to the blacklist to ensure that user queries do not expand to include "adhesive."

A blacklist file is a text file of three megabytes or less, containing a simple case-insensitive list of single words, with one word on each line.

Follow these steps to create a blacklist file:

  1. Create a text (.txt) file.
  2. If the file will contain accented characters and you have not already checked your editor's ability to save a file with UTF-8 encoding, do so now. As an example, if you are using Notepad, do this:
    • From the File menu, choose Save As.
    • Check that the Save options include Encoding, as well as Name and File Type.
    • Pull down the Encoding menu and choose UTF-8.
  3. Edit the file as follows:
    • Put one word on each line.
    • Blacklists should use only alphanumeric characters. Spaces are not allowed.
    • Use the pound sign (#) to start a comment line.
  4. Save the file. If the file has accented characters, save it with UTF-8 encoding.

This is an example of a blacklist file:

#Blacklist file created July 2006
#Author: lana
glue
component


This file prevents queries for "glue" and "component" from being enhanced with synonyms.

For information about uploading a blacklist file, click Help Center >Serving > Query Expansion in the Admin Console.

Files with Macintosh style end-of-line characters

Some text files created in Macintosh OS use Mac-style end-of-line characters (/r). Before uploading a synonyms or blacklist file that contains this style of end-of-line characters, ensure that the first line in the file is not a comment (that is, starts with #).

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Setting the Query Expansion Policy for a Front End

After you have configured and enabled the appropriate query expansion files, you can set a query expansion policy for a front end. A query expansion policy determines the synonym or blacklist files that are used with a front end. You can use just one type of file or use both types of files together. You can create a combined total of up to 100 files with a front end.

The following table describes the query expansion policies that you can set for a front end.

Query Expansion Policy Setting Description
None Disables query expansion for the front end
Standard Enables query expansion for the front end, using only the search appliance's internal contextual files
Local Enables query expansion for the front end, using all displayed and activated synonym files, including any uploaded files.
Full Enables query expansion for the front end, using both Google's built-in synonyms and the files that you upload to the appliance

Query expansion files are used only if the query expansion policy for a front end is set to Local or Full on the Serving > Front Ends > Filters tab.

To set the query expansion policy for a front end, use the Filters tab of the Serving > Front Ends page in the Admin console. For complete information about using the Filters tab, click Help Center >Serving > Front Ends > Filters in the Admin Console.

Changing Languages for Query Expansion and Spelling Suggestions

Personalization topicA language bundle is a collection of resource files that the Google Search Appliance uses for query expansion and spelling in several languages. The following table lists the language bundles that Google provides.

Language Bundle Languages Download Link
Built-in
  • Dutch
  • English
  • Portuguese
  • French
  • Italian
  • German
  • Spanish
Installed on the Google Search Appliance by default
Scandinavia
  • English
  • German
  • Dutch
  • Swedish
  • Norwegian (includes both both Bokmål and Nynorsk)
  • Danish
  • Finnish
http://dl.google.com/enterprise/scandinavia-lang-pack-2.1-1.

You can enable search appliance support for a language bundle by performing the following tasks:

  1. Downloading and installing the language bundle
  2. Activating the language bundle

You can install multiple language bundles on a search appliance, but only one language bundle can be active at any time. The currently active language bundle provides query expansion and spelling support for the languages in the bundle. By default, the built-in language bundle is active.

You cannot delete the currently active language bundle. However, you can delete any other inactive language bundle that you no longer need.

To install and activate a language bundle, use the Serving > Langauge Bundles page in the Admin Console. For information about using this page, click Help Center >Serving > Language Bundles in the Admin Console.

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Using OneBox Modules to Integrate Structured Results

Personalization topicIn some instances, the most relevant result for a search query is real-time, structured data. This type of data does not usually reside in the search index because it would be obsolete before it could be indexed.

For example, as a service to its users, mediacompany.com provides information about local movie times. When a user searches for "movies," a specially formatted search box appears at the top of the search results, as illustrated in the following figure.

One Box Example for Movies

When a user enters a location in the search box, formatted, real-time data about theater show times appear, as illustrated in the following figure.

this figure shows results that contain local movie listings

This type of result is served by a OneBox module. A OneBox module sends the user’s query to a back-end or third party system and retrieves relevant data immediately. A OneBox module is returned when an end user's search term matches a "trigger" term. In the previous example, the trigger is "movies."

The search appliance supports two types of OneBox modules:

  • Internal—Provides real-time access to data from a collection on the search appliance
  • External—Provides real-time access to data from an external source, such as an application or database

Several OneBox modules are free downloads from the Google Enterprise Developer forum. You can also develop OneBox modules with the use of simple APIs and a standard XML format. For information, technical specifications for developing OneBox for Enterprise extensions, and the full OneBox for Enterprise module gallery, visit http://code.google.com/enterprise/oneboxgallery.html.

A OneBox module that has been integrated with the search appliance can be used with any front end on the search appliance. A front end can use an unlimited number of OneBox modules.

For detailed information about developing OneBox modules, refer to the following documents:

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Using Result Biasing to Influence Result Ranking

Personalization topicThe Google Search Appliance ranks the documents that it finds in response to a user search query. For each document, the search appliance calculates a score that:

  • Reflects the probable relevance of the document content
  • Determines the order in which results appear on the search results page

You can use result biasing to increase or decrease the scores of specified sources, or types of sources, in the search index. These local settings may affect the order of the search results. You can influence results ranking by using:

  • Source biasing--enables you to affect scores of documents that belong to a specified collection or that match certain URL patterns
  • Date biasing--enables you to affect scores of documents by date
  • Metadata biasing--enables you to affect scores of documents based on metadata associated with documents

Result biasing is one way to affect the order of results. You might consider using other features to meet the following objectives:

Working with Result Biasing

To influence search appliance rankings, use a result biasing policy. A result biasing policy determines the source biasing, date biasing, and metadata biasing settings that are used with a front end. A default result biasing policy (default_policy) is built into the search appliance. You can use default_policy, or create one or more custom result biasing policies. A result biasing policy is specific to a front end, so it can be aimed at specific types of end users.

To work with result biasing:

  1. Create a result biasing policy using the Serving > Result Biasing page in the Admin Console.
  2. Configure source biasing, date biasing, or metadata biasing for the policy using the Serving > Result Biasing > Edit page in the Admin Console. A menu-driven interface allows weak or strong increases or decreases, and requires no complex coding or scripting. You can use 11 settings to adjust result biasing from least influence to most influence.
  3. Enable the result biasing policy by selecting it for use with a front end using the Serving > Filters page in the Admin Console.

If you are updating a search appliance with existing result biasing settings, your existing settings are added to default_policy. Also, any existing front ends that have result biasing turned on are automatically set to use default_policy after the update.

For complete information about using the Serving > Result Biasing page, the Serving > Result Biasing > Edit page and the Serving > Filters page, refer to the Help Center in the Admin Console.

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Using Source Biasing

Using source biasing, you can boost or weaken the relevancy score of a document that belongs to a specified collection or that matches certain URL patterns. Boosting a score usually moves a result up in the rankings. Weakening a score usually moves it down. The search appliance offers two controls over source biasing, as described in the following table.

Control Description
Influence Specifies how much influence source biasing has in calculating scores for results rankings overall. The default influence is No influence. You can change this to one of ten settings in a range of More influence for a search appliance.
Strength Specifies how much influence source biasing has in calculating scores for documents that match specific URL patterns. The default strength is Leave unchanged. You can change this to Strong, Medium, or Weak increase or Strong, Medium, or Weak decrease for each collection or specified URL pattern.

For example, suppose most official content in your organization is drafted in Microsoft Word (.doc), but published in Portable Document Format (pdf). In some instances, both the .doc and .pdf versions of documents have the same content. However, each type of document is stored in a different location.

  • Microsoft Word documents are stored on www.mediacompany.com/drafts
  • PDF documents are stored on www.mediacompany.com/publications

Both types of documents are crawled and appear in the search index. However, you want .pdf versions to be higher in the search results than .doc versions. You create a result biasing policy where you can influence the score of .pdf documents. For this result biasing policy, you can use source biasing to:

  • Boost www.mediacompany.com/publications by setting a strong increase
  • Weaken www.mediacompany.com/drafts by setting a weak decrease

By adjusting the strength of individual URLs you influence the score that reflects the relevance of documents that match the URL patterns. After you select the result biasing policy for use with a front end, .pdf documents are more likely to appear closer to the top of results listings.

The effect of changing a document's score is not always predictable. The order of a search result among the other results is determined by many factors, including the scores of the other documents with which it is returned.

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Using Date Biasing

Using date biasing, you can specify the influence date biasing has in increasing the scores of more recent documents relative to older documents. The default influence is No influence. You can change this to one of ten settings in a range of More influence for a search appliance.

For example, suppose the mediacompany.com search index contains all DVD reviews written during the past ten years. Typically, end users are interested in only searching the most recent reviews. However, staff is interested in searching for all reviews.

You have created a front end for end users and another front end for staff. In the front end for end users, you create a result biasing policy where you can configure date biasing to increase the rankings of new documents and lower the rankings of legacy documents. After you select the result biasing policy for use with the front end, documents by human_resources are more likely to appear closer to the top of results listings.

In the front end for staff, you do not create a result biasing policy. This front end preserves normal ranking.

The date biasing feature does not provide results that are ordered strictly by date, because other factors are considered in a document's score. To order results strictly by date, any user can click the Sort by date link.

Date biasing is applied to search results in a flexible manner. To experiment with the settings to see how it affects the documents in your index. You'll typically notice that date biasing affects the order of recent documents with small differences in date more than it affects older documents with small differences in date.

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Which Document Dates Are Used for Date Biasing?

The document date that the Google Search Appliance evaluates for date biasing is specified on the Crawl and Index > Document Dates page. For example, the search appliance can use one of the following dates:

  • The last modified date of the document
  • A date in the URL
  • A date in the document title

However, if a document is added to the index by a feed rather than by a crawl, the document might not have a useful associated date for use with date biasing.

Using Metadata Biasing

Using metadata biasing, you can boost or weaken the relevancy score of a document based on metadata associated with a document. Boosting a score usually moves a result up in the rankings. Weakening a score usually moves it down. The search appliance offers two controls over metadata biasing, as described in the following table.

Control Description
Influence Specifies how much influence metadata biasing has in calculating scores for results rankings overall. The default influence is No influence. You can change this to one of ten settings in a range of More influence for a search appliance.
Strength Specifies how much influence metadata biasing has in calculating scores for documents that match specific META tag NAME-CONTENT value pairs. The default strength is Leave unchanged. You can change this to Strong, Medium, or Weak increase or Strong, Medium, or Weak decrease for each specified URL pattern.

For example, suppose that you have created a front end for your organization's human resources department. For users of this front end, you want to boost the score of HTML documents that include meta tags that indicate human resources as the author, as shown in the following example.

<META NAME="author" CONTENT="human_resources">

You create a result biasing policy called human_resources and configure metadata biasing for this policy by entering the metadata name and content (value) pair and strength to apply to the score of any document that contains the metadata. After you select the human_resources policy for use with the front end, documents by human_resources are more likely to appear closer to the top of results listings. If you use metadata biasing to weaken the score of documents by human_resources, those documents are likely to appear lower in the results listing.

If more than one meta data pair is configured, the document is tested against each metadata pair in turn until one matches. If more than one metadata pair matches, only the first one is used. In addition to working with metadata that is contained within HTML documents, metadata biasing also works with external metadata that is associated with documents.

The effect of changing a document's score is not always predictable. The order of a search result among the other results is determined by many factors, including the scores of the other documents with which it is returned.

Providing Alerts for End Users

Personalization topicSome users might want to monitor topics of interest by receiving search results for these topics in email messages. You can allow users to monitor topics this way by enabling alerts. Alerts are email updates of the latest relevant search results based on a user's topic of interest.

A user sets up an alert by clicking My Alerts on the search page (shown in the following figure) and then logging in to the search appliance by using his LDAP user name and password.

my_alerts_link

 

On the Manage your Alerts page, the user can create an alert by identifying search terms that will return relevant results and a frequency of searches. After the user creates an alert, the search appliance sends the user an email whenever it finds new or changed documents about the topic of interest. The following figure shows the Manage your Alerts page.

manage your alerts

For example, suppose a user is interested in changes to personnel policies. He might create an alert for this topic. The search appliance will run searches on all the publicly shared documents and send an email to the user whenever it finds new or changed publicly-shared documents documents about changes to personnel policies (secure results are not returned). The email contains a batch of result listings. Clicking any result listing in an alert email displays the relevant document.

To provide alerts for users, you must:

  1. Configure LDAP using the Administration > LDAP Setup page.
  2. Specify rules for document dates by using the Crawl and Index > Document Dates page or ensure that the rules are working.
    To verify that document dates rules are working, perform a search and ensure that dates are associated with each result.
  3. Enable alerts for the search appliance.
  4. Show the My Alerts link for a specific front end.

Alert emails use the sender of outgoing emails that is specified in the Email Notification area on the Administration > System Settings page during search appliance installation. If the sender of outgoing emails is not specified during installation, the default value of nobody@localhost is used. For information about specifying the value of sender of outgoing emails, refer to Configuring the Network Settings in Installing the Google Search Appliance on the public search appliance documentation page.

Enabling Alerts

If alerts are not currently enabled for a search appliance, you can enable them using the Serving > Alerts page in the Admin Console. If alerts are enabled, you can disable them.

To enable alerts for a search appliance:

  1. Choose Serving > Alerts.
  2. Click Enable Alerts.

To disable alerts for a search appliance:

  1. Choose Serving > Alerts.
  2. Click Disable Alerts.

Showing the My Alerts Link

The Google Search Appliance supports two methods of showing the My Alerts link on a search page:

You cannot use the Page Layout Helper to show the My Alerts link if you have customized the XSLT stylesheet. If you have done this, you must show the My Alerts link directly in the XSLT stylesheet.

If you want to use a customized XSLT stylesheet from an earlier release, refer to the update instructions for the current search appliance software release.

Using the Page Layout Helper

To show the My Alerts link using the Page Layout Helper:

  1. Choose Serving > Front Ends.

    The Front Ends page appears.

  2. Select a front end from the Current Front Ends list and click Edit.

    The Output Format page appears.

  3. In the Page Layout Helper box, select the Global Attributes section.

    The section expands.

  4. To show the My Alerts link, select Show Alerts Link.

    To hide the My Alerts link, deselect Show Alerts Link.

  5. Click Save Page Layout Code.

Using the XSLT Stylesheet Editor

This section describes showing the My Alerts link using the XSLT Stylesheet Editor. If you prefer, you can edit the XSLT stylesheet in another editor.

To show the My Alerts link in an XSLT stylesheet:

  1. Choose Serving > Front Ends.

    The Front Ends page appears.

  2. Select a front end from the Current Front Ends list and click Edit.

    The Output Format page appears.

  3. In the XSLT Stylesheet Editor, scroll to the alerts2 options in the Other Variables section. The following code shows the alerts2 options.
  4. <!-- *** alerts2 options *** -->
    <xsl:variable name="show_alerts2">0</xsl:variable>
  5. Show or hide the My Alerts link:
    • To show the link, change the show_alerts2 value from 0 (zero) to 1 (one).
    • To hide the link, change theshow_alerts2 value from 1 (one) to 0 (zero).
  6. Click Save XSLT Code.

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Providing User-Added Results

Personalization topicYou can give users the capability to add search results for certain keywords in a specific front end. User-added results cause designated documents always to appear on the results pages for specified keyword searches performed in the front end.

For example, suppose a user wants a document about your organization's new vacation policies to appear on the results page when anyone searches using the keyword "vacation." To accomplish this, the user can create a user-added result for the document.

A user can add a result by specifying:

  • A title for the user-added result
  • The address (URL) of the document that the user wants to appear for the keyword search
  • The user's name

When anyone searches on "vacation," the user-added result always appears on the results page. The result displays the title, linked to the specified URL, and the user's name, as shown in the following example.

user-added result

You provide user-added results by performing the following tasks:

  1. Creating a OneBox module definition for user-added results.
  2. Enabling the OneBox module for a front end.

Creating a OneBox Module Definition for User-Added Results

To create a OneBox module definition for user-added results:

  1. Choose Serving > OneBox Modules.
  2. In the OneBox Name box, enter the name of a new OneBox module.
  3. Click Create Module Definition.
  4. Under Provider, click User-Added Results.
  5. Click Save OneBox Module Definition.

Enabling the OneBox Module for a Front End

After you create the OneBox module for user-added results, you can enable it for a new or existing front end.

  1. Choose Serving > Front Ends.

    The Front Ends page appears.

  2. Create a new front end or select an existing front end from the Current Front Ends list and click Edit.
  3. Select the OneBox Modules tab.
  4. Under Available Modules, select the OneBox module for user-added results and click the right arrow to move it to Selected Modules.
  5. Click Save Settings.

Providing Query Suggestions

Personalization topicYou can help users improve searches by enabling query suggestions for a new or existing front end. When query suggestions are enabled, search queries auto-complete and query suggestions appear as a user types in the search box.

For example, suppose a user starts typing "Google Search Appliance" in the search box. Query suggestions causes the term to auto-complete before the user finishes typing it. Alternative terms that narrow the search also appear in a menu below the search box. For example, for this search, terms that appear might include "Google Search Appliance training," "Google Search Appliance documentation," "Google Search Appliance Forum," and other similar terms. The user can execute a search by selecting one of the terms.

To provide query suggestions:

  1. Choose Serving > Front Ends.

    The Front Ends page appears.

  2. Create a new front end or select an existing front end from the Current Front Ends list and click Edit.
  3. Under Page Layout Helper, select the Search Box section.
  4. Check the Enable auto-completion in search box check box.
  5. Click Save Page Layout Code.

Tuning Search Results

Serving quick and relevant search results helps ensure user satisfaction with the search experience. Ways that you, as an administrator, can help maintain results include:

Optimizing the Speed of Results

Studies show that you can lose more users due to poor response time than to poor relevancy. If you find that performance is less than optimal, perform the tasks described in the following table.

Task Comments
Make sure you have the right search appliance model for handling your query load. If your search appliance model is not appropriate for your query volume, you might consider upgrading to a higher-capacity model.
Ensure that your user interface is uncluttered and free from large images or backgrounds, and that it does not contain non-search related server calls. Any of these items can slow down response time. If any of these items are present, consider removing them from the user interface.
Check whether the volume of search queries is affecting response time. If the volume of search queries is affecting response time, consider getting a second search appliance and load balancing the two search appliances.
Determine whether your search appliance is trying to crawl more documents than your license limit allows. If your search appliance is trying to crawl more documents than your license limit allows, consider the following options:

Whitelist URLs for crawling, as described in Using Only a Whitelist of URLs.

Increase the license limit of the search appliance. For information about increasing the license limit of your search appliance, visit http://support.google.com/enterprise.
Determine whether security checks are taking too long. Before returning secure results to a user, the search appliance queries a secure server, such as an LDAP, SAML, or NTLM server, for user authorization. In some instances, the secure server's performance may compromise response time. If so, optimize the secure server.
Monitor your network traffic to find out if it is especially high. Other devices on your network may be slowing down search appliance performance.

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Analyzing Searches that Do Not Return Results

Sometimes, user search queries fail to return available information. In these instances, you can use front end configuration features such as KeyMatch, related queries, and query expansion to provide better results.

To identify search terms that do not return results, generate a search report, as described in Generating a Report of Unsuccessful Search Queries. The report on searches that do not return results contains lists of top keywords and top queries that do not return results. The following example shows Top Keywords and Top Queries in a search report.

Top Keywords #Occurrences
plans 920
retirement 812
savings 809
tax 667
pre 609
401K 511
options 332
employee 276
benefits 255

 

Top Queries #Occurrences
401K 512
pre-tax savings plans 423
retirement 411
retirement plans 358
savings plans 358
retirement options 332
employee benefits 287
pre-tax plans 232
retirement savings 166

Notice that "pre-tax plans," appears for 232 queries that did not return results. To suggest alternative search terms, create a related query, as shown in the following example:

You could also try: 401K Pre-Tax Plans

To guide end users to the URL where the information resides, create a KeyMatch, as shown in the following example:

KeyMatch example showing text that is emphasized using a different color than the normal search results.

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Generating a Report of Unsuccessful Search Queries

When you generate a report of unsuccessful search queries, you specify the following information:

  • Collection for the report
  • Name for the report
  • Time frame for the report (optional)

For example, you might create a report of unsuccessful search queries called Operations Zero Results Report on the default_collection for the previous week.

To create a report of unsuccessful search queries:

  1. Choose Status and Reports > Search Reports.
  2. From the Show Search Reports for Collection drop-down menu, select the collection whose search queries you want to include.
  3. Under Define Search Report, type a name for the report.

    Give the report a name of up to 20 alphanumeric characters, hyphens, and underscores. The name cannot start with a hyphen.

  4. Under Report type, click Searches that did not return results.
  5. Under Report timeframe, specify the period that you want the report to cover.
  6. If you run scripts that create diagnostic data by generating test queries, exclude the diagnostic search terms by entering them under Diagnostic terms to exclude.
  7. By default, the report shows the top 100 keywords and queries. At Number of top queries and keywords to show, change the number if you prefer more results or fewer results.
  8. Click Generate Report.

    The report appears under List of search reports, with its status set to Generating. The page does not automatically update when the report is complete, so refresh the browser page to check the report's status.

To view the report, click View under List of search reports.

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Managing the Search Index

A search index provides the foundation for a positive search experience. As an administrator, you can perform the following tasks to ensure that the index continues to support search effectively:

Keeping the Search Index Clean

You can help improve user searches by making sure that your index is as "clean" as possible. A clean index contains valuable documents and does not contain unnecessary documents. You can ensure a clean index when you set up the URLs for crawling your content on the Crawl and Index > Crawl URLs page in the Admin Console.

Generally, there are two methods for setting up URLs for crawling your content:

  • Using a whitelist of URLs. List all possible URLs at your company in the Start Crawling from the Following URLs section.
  • Using a blacklist of URLs. List unwanted URLs in the Do Not Crawl URLs with the Following Patterns section.

To keep the search index clean, you can use both methods together or simply use a whitelist. Generally, using only a whitelist is more effective than using only a blacklist. The following sections describe the advantages and disadvantages of both approaches. For information about setting up URLs for crawling your content, refer to Preparing Data for a Crawl in Administering Crawl for Web and File Share Content.

If you have a search appliance that you use for testing, test your crawl patterns first and then deploy them if the quality of the search results has improved.

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Using Both a Whitelist and a Blacklist of URLs

You can set up a crawl with a whitelist of URLs. After the search index has been created, you can prune unwanted URLs from the search index using a blacklist. Starting from the comprehensive list of start URLs and then pruning them has the benefit of ensuring that the crawler has found every document in your organization.

Using Only a Whitelist of URLs

An alternate approach is to set up a crawl with a whitelist that contains only URLs that you know to be valuable. This doesn’t mean you should get too specific and place specific low-level folders and documents in the Crawl list, but it does mean you should be cautious of what a large root node might bring into the index.

The benefit of this approach is that the index will not be bloated to include documents that may be unnecessary to index. The disadvantage of this approach is you need to be especially careful to include every start URL that might be of value.

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Segmenting Data in the Search Index

Personalization topicUser searches can be more efficient when they are restricted to subsets of the entire search index. As an administrator, you can help users to search more efficiently by using collections. A collection is a segment of the complete search index that you define by specifying URL patterns to include.

Using collections, you can show different results to different users. For example, suppose you want to create different collections, such as:

  • “Engineering,” for technical users and other user who need to search for engineering documents
  • "Sales," for sales staff to search for sales documents
  • "Marketing," for marketing staff to search for marketing documents
  • "Corporate Policies," for any staff to search for policy documents
  • "Europe Offices," for users who are geographically located in the European offices

To search a collection, a user can select a collection from a pull-down menu on the search box, as illustrated in the following figure.

Collections menu on the search page

For more information about this topic, refer to Adding a Menu to Search by Collection in Customizing the User Interface.

The maximum number of collections for a search appliance is 1500. Having more than this number of collections can cause serving to fail. The solution for this problem is to reset the index.

The search appliance allows you to create an unlimited number of collections for a search index. To create a collection, use the Crawl and Index > Collections page in the Admin Console. For information about using this page to create a collection, see Help Center > Crawl and Index > Collections.

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Searching Collections

Individual collection search results have the same relevance ranking as full index searches. Only the content searched differs as it is restricted to the individual collection's content.

To restrict searches to a collection that you have defined, add the following to the URL of your search query:

&site=COLLECTION_NAME

The following examples show search queries for searching collections.

A search for "vacation" in the collection Human_Resources:

http://www.google.com/search?q=vacation&output=xml&client=yoursite&site=human_resources

This search returns vacation results specifically from URLs in the Human_Resources collection.

A search for "product" in the collections Development and Marketing:

http://www.google.com/search?q=product&output=xml&client=yoursite&site=(development)|(marketing)

This search for "product" returns results from either the Development or Marketing collections.

For more information, see the Filtering section of the Search Protocol Reference.

Enabling Users to Search Multiple Collections

Once you have created collections, determine if users will ever want to search multiple collections at the same time. For example, you might want to enable a sales person to search the "Marketing" collection and the "Sales" collection. The Google Search Appliance allows search within multiple collections by using the “|” (OR) or “.” (AND) operator.

To specify the collection that you want to search, you set the site parameter on the GET request. The following example shows a GET request where the collection specified is one named "'all_content."

http://search.corp.mycompany.com/search?q=query+string
&site=all_content
&client=default_frontend
&output=xml_no_dtd
&proxystylesheet=default_frontend

To search for terms that appear in either the "sales" or "marketing" collection, use the boolean OR [|] operator on the site parameter. The following example shows a GET request that specifies both collections.

http://search.corp.mycompany.com/search?q=query+string
&site=sales|marketing
&client=default_frontend
&output=xml_no_dtd
&proxystylesheet=default_frontend

To search for terms that appear in both the "engineering" and "support" collections, use the boolean AND [.] operator on the site parameter. The following example shows a GET request that specifies both collections.

http://search.corp.mycompany.com/search?q=query+string
&site=engineering.support
&client=default_frontend
&output=xml_no_dtd
&proxystylesheet=default_frontend

Once you have exposed these multi-select collections in your UI, make sure that the users know that they can segment a search to get better relevancy.

For complete information about using search parameters, refer to Search Protocol Reference.

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Evaluating Search Performance

The most effective way for you to create an appropriate search experience is to focus on the end user. To gain insight into your user's opinions about search, you can solicit their feedback. Ways to solicit feedback from end users include:

In addition to getting feedback from end users, you might want to exchange ideas with other search appliance administrators or members of the Google Enterprise team. For information on this topic, refer to Exchanging Information on Google Groups.

Adding a Feedback Mechanism for Users

The number of user searches tends to increase when users can provide feedback about the quality of results. User feedback is also an effective way to identify usability issues. When you solicit feedback, you let users know that their opinions about the search experience are important. As users see improvements based on their feedback, they search more.

Some easy ways you can enable users to give feedback might include:

  • Adding an email link to the search results page. For example, you might label the link “Email us if you can’t find what you’re seeking.”
  • Adding a button on the search results page. For example, you might label the button "I didn't find what I was looking for." Logging the percentage of queries that result in a click of this button provide an easy way for you to see whether you are improving the search experience.

Feedback that is sent with the user information is very useful. It enables you to contact users to get clarification and show that you are following up with them.

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Conducting a User Satisfaction Survey

A survey can be an effective way of soliciting feedback from users about the search experience. A survey also enables you to establish a baseline of search quality metrics before beginning to implement best practices.

Some tips for creating a user satisfaction survey are:

  • Keep it brief.
  • Don't make the respondents fill out long essay questions.
  • Keep questions as quantitative as possible so results are easily aggregated and compared to later survey results.
  • Get enough participants to make the results meaningful and statistically significant.

The following example questions might help you develop your own survey questions.

  1. How often do you find what you’re looking for?
    □ 100% of the time
    □ 80% of the time
    □ 50% of the time
    □ 20% of the time
    □ Never
  2. How often does your result show up in the top 10 (first page)?
    □ 100% of the time
    □ 80% of the time
    □ 50% of the time
    □ 20% of the time
    □ Never
  3. How often does your result show up as the first result?
    □ 100% of the time
    □ 80% of the time
    □ 50% of the time
    □ 20% of the time
    □ Never
  4. How often do you click on the shaded key matches at the very top of the results?
    □ Whenever I see one
    □ Sometimes
    □ Never
  5. How is the query response time?
    □ Excellent
    □ Sufficient
    □ Unacceptable
  6. Is the query result description (snippet) useful?
    □ Definitely
    □ Somewhat
    □ No
  7. How satisfied are you with your overall search experience?
    □ Very satisfied
    □ Somewhat satisfied
    □ Not satisfied
  8. What would you like to see added?

Finally, an effective way to evaluate the quality of search results is by using side-by-side evaluations. You could use this type of evaluation to test the following types of changes:

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Exchanging Information on Google Groups

Google wants you to get all possible value from your Google Search Appliance. An effective way to do this is to join the Google Search Appliance Discussion Forum. This group is a discussion forum where you can post questions, feedback, or advice for other users. The group also provides access to a knowledge base and useful files for administering a Google Search Appliance.

Members of the Google Search Appliance group includes other Google Search Appliance customers, administrators, and users. Members of the Google Search Appliance product, engineering, and support teams monitor the groups and occasionally provide assistance to other members.

Updating Your Search Appliance

There are usually many performance improvements, security enhancements, and/or features that are included in new Google Search Appliance software releases.

Unless Google Enterprise Support organization has advised you not to upgrade, you should always download the latest software release. If you are a current Enterprise customer, you can:

  • Link to the latest software versions at the Google Enterprise Support site (http://support.google.com/enterprise).
  • Find more information on the new features in release notes located at Google Search Appliance Software Updates (https://support.google.com/enterprise/doc/gsa/00/update_index_page.html).

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Using the Ranking Framework to Influence Result Rankings

In some instances, you might want to use information from various sources to influence results rankings. For example, you might have collected a list of useful URLs or directories of URLs from server logs or reports that you want to raise in results rankings. Or you might have a list of outdated documents that you want to keep in the search index, but lower in results rankings.

You can apply this information to results rankings by using the ranking framework. The ranking framework enables you to:

  • Specify rescoring for results that exactly match specific URL prefixes
  • Influence results rankings programatically for an unlimited numer of URL prefixes

The input to the ranking framework is a configuration file that contains URL prefixes and their rescoring weights. Input by file enables you to input batch customizations for just a few to millions of URLs.

Implement the ranking framework by performing the following tasks:

  1. Creating a rescoring configuration file.
  2. Getting authorization on the Google Search Appliance.
  3. Adding the rescoring configuration to the Google Search Appliance.
  4. Activating the new rescoring configuration.
  5. Specifying the new rescoring configuration in search queries.

Implementing the ranking framework involves using the Google Data API to make HTTP POST requests to the search appliance. If you are unsure of how to make HTTP POST requests, you can use the WizTools RESTClient. It is available at http://code.google.com/p/rest-client/. The following examples use this client, but you can use whatever method you wish to use.

The Google Data API can also be used for deleting a rescoring configuration.

Creating a Rescoring Configuration File

A rescoring configuration file contains a list of URLs and their associated rescoring strength. Strength is indicated by an integer from -3 (not important) to 3 (very important). The rescoring configuration file contains two columns:

  • URL prefixes
  • Their associated rescoring strengths

URLs that match the prefixes listed in the file are raised or lowered in search results based on the integer value of the rescoring strength.

The following example shows a rescoring configuration file.

http://www.important.com/ 1
http://very.important.com/ 3
http://not.important.com/ -1
http://www.important.com/personal_stuff -3

Create a rescoring configuration file and put the file somewhere URL accessible.

Getting Authorization on the Google Search Appliance

Get authorization on the Google Search Appliance through Google Data API by sending an HTTP POST request to the following URL:

http://gsa:8000/accounts/ClientLogin?Email=username&Passwd=password

where gsa is the name of your Google Search Appliance
username and password are your administrator username and password for accessing the Google Search Appliance

The HTTP POST request returns a message, such as:

Authentication Success!
Auth=990716d6506a0cfd77dc84ca095526f9


The following figure shows the URL and response in the RESTClient tool.

authorization in the restClient tool

Apply this authorization by adding the Key and Value to the Header of each request.

For example, in the following figure, the Key is authorization and the Value is Auth=990716d6506a0cfd77dc84ca095526f9.

example of auth

Adding the Rescoring Configuration to the Google Search Appliance

After getting authorization on a Google Search Appliance, add a rescoring configuration file to the search appliance by submitting an HTTP POST request.

Ensure that the Body Content-type is application/atom+xml, as shown in the following figure.

 Body Content-type example

Add a Body for the HTTP POST request. The following example shows a Body for an HTTP POST request submitted to http://gsa:8000/feeds/prefixScorer.

<?xml version='1.0' encoding='UTF-8'?>
<entry xmlns='http://www.w3.org/2005/Atom'
xmlns:gsa='http://schemas.google.com/gsa/2007'> <gsa:content name='prefixScorerConfigName'>test1</gsa:content>
<gsa:content name='rescoringPolicy'>policy1</gsa:content>
<gsa:content name='rescoringWeight'>0.2</gsa:content>
<gsa:content name='prefixScorerConfigUrl'>http://www.mycompany.com/ranking_framework/ranking.cfg</gsa:content>
<gsa:content name='prefixScorerTryPrefixes'/>
</entry>

The following table describes the gsa:content tags that you can include in the Body. Take note that some of the gsa:content tags are required while others are optional.

gsa:content Tag Decription Required/Optional
prefixScorerConfigName Unique name that should be associated with a single configuration file required
rescoringPolicy Name of associated scoring policy. each scoring policy can only be associated with a single configuration, but a single configuration may be associated with multiple scoring policies. required
rescoringWeight Fraction of the page's score that is affected by this rescoring. required
prefixScorerConfigUrl URL that points to the configuration file from optional
prefixScorerTryPrefixes This is actually a boolean tag. if it exists, we search through the prefixes of result URLs to find prefix matches. if it doesn't exist, we only search for exact URL matches. optional
prefixScorerMapType Values can be "fingerprint" or "sstable". Indicates what kind of weight map we want to use for storing prefix -> strength mappings. optional

The following figure shows the example HTTP POST request in the RESTClient tool.

example of POST request

Activating the New Rescoring Configuration

After adding the new rescoring configuration, you need to activate it by using the Serving > Result Biasing > Edit page in the Google Search Appliance Admin Console.

  1. Click Serving > Result Biasing and then click the Edit link for any result biasing policy.
  2. On the Serving > Result Biasing > Edit page, click Save Settings.

    The new policy you created with your configuration file does not appear in the View Policy menu and it does not matter which scoring policy you save settings for. Clicking Save Settings triggers activation of all new prefix rescoring configurations and/or deletes requested configurations that have been added or deleted since the last time Save Settings was clicked.

After you click Save Settings, the new prefix rescoring configuration begins setup. This may take a little time, so search requests may not immediately be affected by the new rescoring configuration.

Specifying the New Rescoring Configuration in Search Queries

The result biasing policy that the new configuration is associated with should be explicitly named in your search query by using the entsp search parameter. This parameter controls the use of advanced relevance scoring. The a parameter indicates advanced scoring. For example, if the policy is named "sales," the search query would include &entsp=a__sales.

The following example shows the complete query URL.

http://entbr24/search?q=coral&client=default_frontend&output=xml_no_dtd&proxystylesheet=default_frontend&site=default_collection&entsp=a__sales

For more information about query URLs and the entsp search parameter, see Search Protocol Reference.

Deleting a Rescoring Configuration

If you need to change a prefix rescoring configuration or if you no longer need to use it, you can delete it. You cannot change a prefix rescoring configuration directly. To change one, you must delete and replace it.

To delete a single rescoring configuration:

  1. Get authorization on the Google Search Appliance.
  2. Send an HTTP DELETE request to http://gsa:8000/feeds/prefixScorer/configName
    where configName is the name of the rescoring configuration file

If you want to delete all of the rescoring configurations on a Google Search Appliance, send an HTTP DELETE request to http://gsa:8000/feeds/prefixScorer/deleteALL.

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