Configuring Sun Master Indexes (Repository)

Defining Master Index Custom Weighted Strategies (Repository)

The WeightedCalculator element defines the Java class used for weighted survivor calculations. If the weighted calculator is defined for the default-survivor-strategy element, then the strategies you define here are used for all fields for which no specific survivor strategy is defined. The weighted calculator defines a default strategy to use for most fields and specialized strategies to use for specific fields.

Configuring the weighted calculator involves the following tasks.

Defining Custom Weighted Strategies

The WeightedCalculator element defines both default and custom survivor strategies. You can override the default weighted calculator strategy for specific fields by defining custom strategies for those fields in the candidate-field elements of the WeightedCalculator element.

ProcedureTo Define Custom Weighted Calculators

  1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Best Record file.

    The file opens in the NetBeans XML editor.

  2. Scroll to the WeightedCalculator element.

  3. Add and name a new candidate-field element in the WeightedCalculator.

    For example:


    <WeightedCalculator module-name="WeightedSurvivorCalculator"
     parser-class=
     "com.stc.eindex.configurator.impl.WeightedCalculatorConfig">
       <candidate-field name="Person.DOB">
       </candidate-field>
    
  4. Create one or more parameter elements for the new candidate field.


    <candidate-field name="Person.DOB">
       <parameter>
       </parameter>
       <parameter>
       </parameter>
    </candidate-field>
  5. For each new parameter element, define the elements listed in Master Index Weighted Calculator Parameter Elements (Repository).


    <candidate-field name="Person.DOB">
       <parameter>
          <quality>SourceSystem</quality>
          <preference>CDI</preference>
          <utility>80.0</utility>
       </parameter>
       <parameter>
          <quality>MostRecentModified</quality>
          <utility>75.0</utility>
       </parameter>
    </candidate-field>
  6. Save and close the file.

Configuring Weighted Strategies

The wizard creates a default weighted strategy that defines a general weighting structure to be used by most fields. Unless custom weighted calculator strategies are defined for a field, the default strategies defined in the default-parameters element are used for each field using the weighted calculator.

ProcedureTo Add Default Weighted Calculator Parameters

  1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Best Record file.

    The file opens in the NetBeans XML editor.

  2. Scroll to the default-parameters element in the WeightedCalculator element.

  3. Create new a new parameter element within the default-parameters element, but outside any existing parameter elements.

  4. In the new parameter element, define the elements listed in Master Index Weighted Calculator Parameter Elements (Repository).

    For example:


    <default-parameters>
       <parameter>
          <quality>SourceSystem</quality>
          <preference>CDA</preference>
          <utility>80.0</utility>
       </parameter>
       <parameter>
          <quality>MostRecentModified</quality>
          <utility>75.0</utility>
       </parameter>
    </default-parameters>
  5. Save and close the file.

Modifying Weighted Calculator Parameters

Once a candidate field is specified and custom weighted calculators are defined for the field, you can modify the parameters. You can also modify any existing default weighted calculator parameters.

ProcedureTo Modify Weighted Calculator Parameters

  1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Best Record file.

    The file opens in the NetBeans XML editor.

  2. Scroll to the WeightedCalculator element.

  3. Do either of the following:

    • To modify a custom weighted calculator parameter, scroll to the candidate-field element naming the field to modify.

    • To modify a default weighted calculator parameter, scroll to the default-parameters element.

  4. Modify the value of any of the elements listed in Master Index Weighted Calculator Parameter Elements (Repository).

    For example:


    <parameter>
       <quality>SourceSystem</quality>
       <preference>DDI</preference>
       <utility>60.0</utility>
    </parameter>
  5. Save and close the file.

Deleting Weighted Calculator Parameters

Once default and custom parameters are defined, they can be deleted if necessary. If a candidate field is defined for custom weighted calculations, you can specify that the field use the default weighted calculator instead by removing the entire field from the candidate-fields list.

ProcedureTo Delete Weighted Calculator Parameters

  1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Best Record file.

    The file opens in the NetBeans XML editor.

  2. Scroll to the WeightedCalculator element and then to the candidate-field element identifying the field you want to delete.

  3. Do either of the following:

    • To delete a custom weighted calculator parameter, scroll to the candidate-field element naming the field to modify.

    • To delete a default weighted calculator parameter, scroll to the default-parameters element.

  4. To delete an existing parameter, scroll to the parameter element you want to delete, and then remove all text between and including the parameter element.

    For example, to delete the SourceSystem parameter below, delete the boldface text.


    <parameter>
       <quality>SourceSystem</quality>
       <preference>CDI</preference>
       <utility>80.0</utility>
    </parameter>
    <parameter>
       <quality>MostRecentModified</quality>
       <utility>75.0</utility>
    </parameter>

    Note –

    At least one parameter must be defined for the default-parameter element; you cannot delete all parameters from this section. You cannot delete all parameters from a candidate field, but you can delete the entire candidate field (see below for more information).


  5. To delete a field from the candidate field list, delete all text between and including the candidate-field tags for the field you want to delete.

    Using the following example, to delete the Person.DOB candidate field from the custom calculator, delete all the text below.


    <candidate-field name="Person.DOB">
       <parameter>
          <quality>SourceSystem</quality>
          <preference>CDI</preference>
          <utility>80.0</utility>
       </parameter>
       <parameter>
          <quality>MostRecentModified</quality>
          <utility>75.0</utility>
       </parameter>
    </candidate-field>
  6. Save and close the file.