Using Metadata Mapping

Metadata information can be queried on the Funnelback Search Page using Metadata Mapping. Metadata Mapping involves the grouping of the metadata tags of a Collection into classes that are then indexed by the Funnelback Manager.  These classes can be queried on the Funnelback Search Page, allowing users to use metadata scoping to refine their search results. For example, if you have a Metadata Class that contains document type metadata information, users will be able to make a search, stipulating that the document type of the returned results should be pdf – only PDF documents will appear in the search results. Metadata logic can also be applied on a Funnelback Search Page to either include or exclude the results of the Metadata Class query in the search results.

Example

We want to provide metadata scoping on the Funnelback Search Page, to allow users to scope their search by the author of a page (configured by the metadata tag Writer).

1. To set up Metadata Mapping, go to the Metadata Mapping screen of the Funnelback Manager. In the Choose a collection field, select the Collection you have configured for your search page and click Commit. The settings for Metadata Mapping for this Collection will appear in the Edit HTML Meta Tag Mapping section.
2. As Metadata Class a is already set up with author metadata tags, we will add the Writer tag to this existing class.

   To do this, select Metadata Class a in the Metadata Class field and in the Flag field, select No Index. This will mean that the metadata information for this tag will not be indexed as content and users will only be able to query this information on the metadata scope field. Enter the tag Writer in the Metadata Tag field and click Commit. The Writer metadata tag will be added to Metadata Class a, as shown in the figure below.

   
     Metadata Mapping configured for the Writer Metadata Tag

3. Since we have edited the Metadata Mapping settings, we will need to re-index our Collection so that the new metadata tag information is indexed. To do this, go to the Funnelback Indexer screen of the Funnelback Manager. Select your Collection in the Root Node field and click Commit. The Collection will be indexed. For more information on the Funnelback Indexer screen, refer to the Funnelback Manager chapter in this manual.
4. Now that Metadata Mapping has been configured, the metadata scope and logic keyword replacements must be added to the Initial Search Page Layout Bodycopy of the Funnelback Search Page, as shown in the figure below.

   The Metadata Scope and Metadata Logic keyword replacements have been added for Metadata Class a.

   
   The WYSIWYG Editor on the Initial Search Page Layout Bodycopy

The metadata scope and metadata logic fields will now appear on the Funnelback Search Page, as shown in the figure below, allowing users to refine their search by searching the author metadata information.

The metadata scope fields on the Funnelback Search Page