Oracle Endeca Guided Search Concepts Guide Version 6.2.2 • March 2012 Contents
Oracle Endeca Guided Search Concepts Guide Version 6.2.2 • March 2012 Contents Preface.............................................................................................................................7 About this guide............................................................................................................................................7 Who should use this guide............................................................................................................................7 Conventions used in this guide.....................................................................................................................7 Contacting Oracle Endeca Customer Support..............................................................................................8 Chapter 1: Welcome to Oracle Endeca Guided Search...........................9 Introduction...................................................................................................................................................9 Market solutions............................................................................................................................................9 Oracle Endeca Guided Search components...............................................................................................10 Installation packages for Endeca components....................................................................................11 Endeca MDEX Engine query results..........................................................................................................11 Two types of queries...................................................................................................................................12 Logical versus physical structure................................................................................................................12 Reference implementations........................................................................................................................12 Chapter 2: Understanding Records, Dimensions, and Properties.......15 About Endeca records, dimensions, and properties...................................................................................15 Endeca records...................................................................................................................................15 Dimensions and dimension values......................................................................................................15 Mapping source properties..................................................................................................................16 Transforming source records to Endeca records.................................................................................17 Comparing Endeca properties and dimensions..................................................................................17 Automatically deriving dimensions from source data...........................................................................18 More about dimensions..............................................................................................................................19 Multiple dimensions.............................................................................................................................19 Dimension hierarchy............................................................................................................................20 Creating dimensions and tagging records...........................................................................................24 Chapter 3: Understanding Guided Navigation.......................................25 The anatomy of a navigation query............................................................................................................25 Identifying a record set using a navigation query................................................................................26 Default and advanced navigation queries............................................................................................26 About Guided Navigation............................................................................................................................26 Guided Navigation example........................................................................................................................28 A typical Endeca application................................................................................................................28 Source data.........................................................................................................................................29 Working through the example..............................................................................................................29 Chapter 4: Using Keyword Search..........................................................33 Record search............................................................................................................................................33 Integrated navigation and record search example...............................................................................34 Working through the example..............................................................................................................34 Dimension search.......................................................................................................................................36 Default and compound dimension searches........................................................................................36 Default dimension search....................................................................................................................36 Compound dimension search..............................................................................................................37 Combining search queries..........................................................................................................................38 Comparing dimension search and record search.......................................................................................38 Additional search features..........................................................................................................................39 Chapter 5: Understanding the Endeca Development Process.............41 Major development tasks............................................................................................................................41 Making initial implementation decisions......................................................................................................41 Getting your source data.....................................................................................................................41 iii Choosing a Web application server.....................................................................................................42 Setting up your environment.......................................................................................................................42 Preparing your source data.................................................................................................................43 Creating a directory structure..............................................................................................................43 Setting up your Web application server...............................................................................................43 Building and testing your data back end.....................................................................................................43 Building and testing your front-end Web application...................................................................................44 Performance testing and tuning...........................................................................................................44 Oracle Endeca Guided Search iv Copyright and disclaimer Copyright © 2003, 2012, Oracle and/or its affiliates. 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Rosette® Linguistics Platform Copyright © 2000-2011 Basis Technology Corp. All rights reserved. Teragram Language Identification Software Copyright © 1997-2005 Teragram Corporation. All rights reserved. v Preface Oracle Endeca's Web commerce solution enables your company to deliver a personalized, consistent customer buying experience across all channels — online, in-store, mobile, or social. Whenever and wherever customers engage with your business, the Oracle Endeca Web commerce solution delivers, analyzes, and targets just the right content to just the right customer to encourage clicks and drive business results. Oracle Endeca Guided Search is the most effective way for your customers to dynamically explore your storefront and find relevant and desired items quickly. An industry-leading faceted search and Guided Navigation solution, Oracle Endeca Guided Search enables businesses to help guide and influence customers in each step of their search experience. At the core of Oracle Endeca Guided Search is the MDEX Engine,™ a hybrid search-analytical database specifically designed for high-performance exploration and discovery. The Endeca Content Acquisition System provides a set of extensible mechanisms to bring both structured data and unstructured content into the MDEX Engine from a variety of source systems. Endeca Assembler dynamically assembles content from any resource and seamlessly combines it with results from the MDEX Engine. Oracle Endeca Experience Manager is a single, flexible solution that enables you to create, deliver, and manage content-rich, cross-channel customer experiences. It also enables non-technical business users to deliver targeted, user-centric online experiences in a scalable way — creating always-relevant customer interactions that increase conversion rates and accelerate cross-channel sales. Non-technical users can control how, where, when, and what type of content is presented in response to any search, category selection, or facet refinement. These components — along with additional modules for SEO, Social, and Mobile channel support — make up the core of Oracle Endeca Experience Manager, a customer experience management platform focused on delivering the most relevant, targeted, and optimized experience for every customer, at every step, across all customer touch points. About this guide This guide introduces you to Oracle Endeca Guided Search and walks you through the Endeca development process. After reading this guide, you will understand the key concepts underlying Endeca applications and be able to start building your own Endeca applications. Who should use this guide This guide is intended for developers who are new to Oracle Endeca Guided Search, as well as individuals who want to understand the core concepts underlying an Endeca application. Conventions used in this guide This guide uses the following typographical conventions: Code examples, inline references to code elements, file names, and user input are set in monospace font. In the case of long lines of code, or when inline monospace text occurs at the end of a line, the following symbol is used to show that the content continues on to the next line: ¬ When copying and pasting such examples, ensure that any occurrences of the symbol and the corresponding line break are deleted and any remaining space is closed up. Contacting Oracle Endeca Customer Support Oracle Endeca Customer Support provides registered users with important information regarding Oracle Endeca software, implementation questions, product and solution help, as well as overall news and updates. You can contact Oracle Endeca Customer Support through Oracle's Support portal, My Oracle Support at https://support.oracle.com. Endeca Confidential Oracle Endeca Guided Search Concepts Guide | Preface 8 Chapter 1 Welcome to Oracle Endeca Guided Search This section introduces Oracle Endeca Guided Search. Introduction Endeca was founded on the simple idea that users want to explore data interactively in real time, relying on a friendly, intuitive interface, regardless of the scale and complexity of the underlying data. Users need to search, navigate, and analyze all of their data, often in large and multiple data sources, "slicing and dicing" across any dimension, and drilling down to the finest grain of detail or zooming out to an aggregate view. At the same time, users need an application that responds intelligently to their current navigation state, guiding them along valid paths and eliminating invalid choices, or "dead ends." Users should experience simple, intuitive navigation even as they perform the equivalent of extremely complex, multi-dimensional database intersection queries. Oracle Endeca Guided Search, based on the Endeca MDEX Engine, is a powerful technology designed to help you build such easy and intuitive Guided Navigation applications. Guided Navigation not only tells users the results of their query, it also tells them all the valid "next-step questions" they can ask to refine and explore further, while eliminating the frustrating reply of "No Results Found". These next-steps are re-ranked and re-organized with each click, creating a much more productive and satisfying navigation experience for your users. Market solutions The Oracle Endeca product line offers a series of market solutions built on top of Oracle Endeca Guided Search. These solutions, such uploads/s1/ endeca-concepts-guide.pdf
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