Site Search > Configurations > Advanced Configurations > Data Filters

Data Filters screen let you add both Include and Exclude filters to place limits on your search results. They allow you to partition your index and focus the search on material that is relevant to a specific audience.

• Include patterns require a result item to match a field value to be displayed to the search user.
  • A single Include pattern can list multiple ORed values (“red OR white OR blue”). A search result must match one of these values to be displayed to the search user.
  • Multiple Include entries are ANDed. For a result item to be displayed to the search user, it must match at least one value from each entry.
• Exclude filters suppress search items that match a specific field and value. Multiple exclude filters are ORed. Any entry that matches excludes the result item from view.

The filters do not support regex or wildcard matching.

It is not possible to include and exclude the same field. A maximum of 20 Include and Exclude entries can be added. (An include pattern with multiple ORd values still counts as only one of the 20.)

To create a filter, select a Search Field, specify a matching Value, and click the (+) button. To delete a filter, click the associated (X) button.

Note the Reload Schema icon above the list of fields. If you can’t find a field in the list, try reloading the schema. Changes to your website’s Solr schema are not automatically updated in Site Search.

Do not forget to Save and Publish your changes if you want to see them in the Preview.

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Site Search > Configurations > Advanced Configurations > Rules

Rules are if-then tools that have both conditions and actions. They let us modify the search results based on a “trigger.” The Rules Tab of the SearchStax Site Search solution’s Model Details screen lets us create rules to boost relevance scores in certain specific circumstances.

In this case, the trigger is a word, “overview,” found in the query. You can specify whether the query merely contains the trigger, or whether the query must exactly match the trigger phrase.  

There are four kinds of actions. We can use them in any combination:

• The rule can apply a dynamic boost to a specific field.
• The rule can apply dynamic filtering to the results list. 
• The rule can remove the trigger phrase from the query and substitute a different phrase.
• The rule can calculate a partial relevance score based on the value of a field.

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Site Search > Configurations > Advanced Configurations > Sorting

Search environments often let us sort the search results in multiple ways (such as by relevance, ratings, price, or recency).

The SearchStax Site Search solution lets us take control of this feature and define the sort options offered by the current Search Profile.

Navigate to Site Search > Configurations > Advanced Configurations > Sorting.

The checkbox on the left enables the sorting control. The Sort Field control lets you choose a field to sort by.

Note the Reload Schema icon above the list of fields. If you can’t find a field in the list, try reloading the schema.

The Sort Order control offers ascending or descending sort order. The Label is the text the user will see in the sorting droplist. Use the (+) button to add the field to the sorting list. The Preview field on the right shows what the sorting control will look like on the search page.

The list at the bottom of the screen reflects the sort options. Select an option and click the Move Up and Move Down buttons to control how the options will be ordered on the sorting control. 

Click the Save Draft button before you leave or refresh a page. Otherwise, changes can be lost. The Publish button updates the search configuration to make the changes active. 

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