Conflict resolution within facet management - Bloomreach Experience - Open Source CMS

Conflict resolution within facet management

This page outlines and illustrates examples in cases where conflict resolution may be needed for facet management. In general, rules with more specificity are weighted higher than generic rules (eg: global rules).

Hierarchy of rules

Each rule has 4 properties, based on priority:

  • Audience: rules with an audience are prioritized over rules without audiences.

  • Site: site-specific rules are prioritized over rules with no site specificity.

  • Query: single query rules are prioritized over rules with multiple queries (eg: "blue lace dress" has higher weight than "blue lace dress"|"blue dress").

  • Matching: exact match rules are prioritized over phrase match, and phrase match rules are prioritized over global match rules (eg: rules for "collared shirt" search term are prioritized over a global rule).

For facet management rules

Each rule has the following operations:

  • Blacklist

  • Whitelist (ie. Always Show)

  • Boosted (implicitly whitelisted)

  • Buried (ie. Always Hide; implicitly whitelisted)

  • Rules precedence is blacklist > whitelist > boosted > buried. Any facet which is boosted or buried is implicitly whitelisted.

Examples

  1. John creates a "shirts|tank tops|tees" search page rule, in which he blacklists the "color" facet. However, on another search page rule ("tshirts|shirts|shirt"), he chooses to Always Show the "color" facet.
    • In this example, when a user searches for "shirt" on the site, they will not see the "color" facet since John's blacklist rule takes precedence over his whitelist rule.
  2. John globally blacklists the "sale_price" facet, and chooses to Always Show the "sizes" facet on Women's Casual Dresses|Women's Daytime Dresses category pages. He creates another rule on the Women's Casual Dresses category page, in which he blacklists the "sizes" facet.
    • In this example, when a user lands on the Women's Casual Dresses page, they will not see the "sizes" or "sale_price" facets. When a user lands on the Women's Daytime Dresses category page, they will not see the "sale_price" facet but will see the "sizes" facet.
  3. John creates a "cardigans" search page rule, in which he chooses to Always Hide the "is_new" facet. Sophia, another merchandiser on John's team creates a "cardigans|button down sweater" rule, in which she targets all mobile device users and chooses to Boost & Always Show the "is_new" facet.
    • In this example, mobile users who search for "cardigans" or "button down sweater" will see the "is_new" facet on those result pages. All other device users will not see the "is_new" facet.

Glossary

Global rule: refers to a rule created that impacts the entire site (eg: a global ranking rule or a global facet rule)

Local rule: refers to a rule that only impacts a specific page (eg: a search or category ranking rule; a search or category facet management rule)

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