This document provides an agenda and overview for a webinar on using Lucidworks Rules Editor for e-commerce search relevancy. The webinar will introduce Rules Editor, demonstrate how to create different rule types and triggers to boost or block product listings, and discuss how rules are processed through Fusion query pipelines. It will also include a live demonstration of creating rules in the Best Buy catalog and take questions at the end.

2. E-commerce, Rules and Relevance
Lucidworks Webinar

3. Webinar Agenda
• Search Relevancy and E-commerce
• Introduce Lucidworks Rules Editor
• Overview of UI
• Rule types and triggers
• Demonstration of Features
• Rules Under the Hood
• Questions and Answers

4. Search-Driven E-commerce
Increase conversions with a tailored
shopping experience managed by
merchandising experts
CATALOG
DYNAMIC NAVIGATION
AND LANDING PAGES
INSTANT INSIGHTS AND
ANALYTICS
PERSONALIZED
SHOPPING EXPERIENCE
PROMOTIONS USER HISTORY
Data Acquisition
Indexing & Streaming
Smart Access API

5. What is Relevancy?
Connecting customers to the
products they are interested in
Putting the most relevant
information at the top

6. Relevancy Drivers
Search Terms
Phrase Matching
Likes (Product Reviews)
Date (Product Launches)
Spellchecking
Auto Suggestions
Signals & Machine Learning

7. Business Rules
Are a complementary relevancy
tool that can enable a
merchandising expert to more
precisely control the search
experience

8. Lucidworks Rules Editor Business
Rules for the Fusion Search
Platform
Manage your business
rules in one UI
Powerful features and
simple to use
Includes multiple rule types
and triggers

9. Lucidworks Rules Editor
• Interface centered
around a search
experience
• Keyword, filters and
paging
• Bulk actions available
for batch updates to
rules
• Built on Lucidworks
View

10. Lucidworks Rules Manager - Adding Rules
• Adding a rule is a simple 3-
step process
• Pre-defined list of rule types
• Rule triggers based on date
ranges, keyword matching,
filter query matching and user
defined tags
• Rule values dependent on rule
type selected

11. Lucidworks Rules Manager – Edit Rules
Fast in-grid editing of business rules – including simple state changes (enable / disable)

12. Rules Types
• Filter List (merchandising product list)
• Boost List (boost select products)
• Block List (prevent product display)
• Redirect / Banner (landing page / message)
• Set Params (exposes full features of Solr)

13. Rules Triggers
• Keyword (one or more - matching criteria)
• Date Range (start date / end date)
• Field Value (filter query name:value pair)
• Tags (one or more - user defined labels)

14. Lucidworks Rules Editor – Fusion Query Pipelines
• Fusion query pipelines utilized
for rule processing
• Stages can be added to
enhance the query execution
+ Signal boosting
• Rule context data provided in
response payload
• Easy to extend rule type logic

15. About the Demonstration
• Product items derived from the Best
Buy Developer Portal
• Examples will filter, boost and block
products in the Best Buy catalog
• I am not a merchandising specialist
(your experts will build more realistic
rules for your e-commerce web site)

16. Lucidworks Rules Editor Demonstration

17. Rules “Under the Hood”

18. Rules Roadmap
• Expose the keyword trigger matching
selection through the UI
• A simulation UI will be enhanced further
• Support for field value selecting from an
combo-box UI component
• Integration of key rule features into the
Fusion core engine

19. Fusion Overview
Access data from anywhere to build intelligent, search-driven applications.
Thank You