Configuring the Match Engine (Repository)

You can configure the match engine by specifying the match engine to use and configuring the predefined comparison functions. You only need to specify the match engine to use if you are using an engine other than the Sun Match Engine.

Perform any of these steps to configure the match engine:

• Specifying a Match Engine for the Master Index (Repository)

• Configuring the Comparison Functions for a Master Index Application (Repository)

Specifying a Match Engine for the Master Index (Repository)

Sun Master Index can support different match engines depending on the adapter configured to communicate with the engine. Default classes are provided for using the Sun Match Engine. You can implement a custom match engine along with custom adapters. The match engine configuration is defined by the matcher-api and matcher-config elements.

The default adapters for the Sun Match Engine are com.stc.eindex.matching.adapter.SbmeMatcherAdapter and com.stc.eindex.matching.adapter.SbmeMatcherAdapterConfig.

To Configure the Match Engine

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

   The file opens in the NetBeans XML editor.

2. Scroll to the matcher-api element in the MatchingConfig section.

3. Specify the Java class for the matching adapter to use, using the fully qualified class name as shown below.

   <matcher-api> <class-name>com.stc.eindex.matching.adapter.SbmeMatcherAdapter </class-name> </matcher-api>

4. In the matcher-config element, specify the Java class for the configuration of the matching adapter, using the fully qualified class name as shown below.

   <matcher-config> <class-name> com.stc.eindex.matching.adapter.SbmeMatcherAdapterConfig </class-name> </matcher-config>

5. Save and close the file.

Configuring the Comparison Functions for a Master Index Application (Repository)

The match configuration file in the Match Engine node of the master index project lists and defines the configuration for each match type based on the predefined comparison function for the Sun Match Engine. These match types can be applied to each field in the match string. You can modify the configuration of the existing matches types, add new match types, and specify whether the match engine should use agreement and disagreement weights or m-probabilities and u-probabilities.

For more information about the structure of the match configuration file and the comparison functions you can use, see Understanding the Sun Match Engine.

To Configure the Comparison Functions (Configuration Editor)

1. In the Projects window, right-click the master index application you want to modify, and then click Open.

2. If the Configuration Editor dialog box appears, click Edit to check out the listed files.

   The Configuration Editor appears.

3. Click the Matching tab.

   The Matching page appears with a list of fields defined for matching and a list of comparators that you can modify.

4. In the Probability Type field, select one of the following:

   • Use Agree/Disagreement Weight Ranges – Uses agreement and disagreement weights for matching. If agreement and disagreement weights are used, the m-probability and u-probability fields are ignored and do not appear on the Matching page.

   • Use M-Probabilities/U-Probabilities – Uses m-probabilities and u-probabilities for matching. If m-probabilities and u-probabilities are used, the agreement and disagreement weight fields are ignored and do not appear on the page.

5. To add a new matching rule:

   1. Click Add in the lower right portion of the window.

      The Edit Matching Rules dialog box appears.

   2. Fill in the fields described in Match Comparator Configuration Properties for Sun Master Index (Repository).

   3. Click OK.

6. To edit an existing matching rule:

   1. Click Edit in the lower right portion of the window.

      The Edit Matching Rules dialog box appears.

   2. Change the value of any of the fields described in Match Comparator Configuration Properties for Sun Master Index (Repository).

   3. Click OK.

7. To remove an existing matching rule:

   1. In the matching rule table, select the rule you want to delete.

   2. Click Remove.

8. On the Configuration Editor toolbar, click Save.

To Configure the Comparison Functions (Text Editor)

1. In the project window, expand the master index project, and then expand the master index application.

2. In the Match Engine folder, double-click matchConfigFile.cfg.

3. For the Probability Type, enter one of the following values:

   • 0 – Uses m-probabilities and u-probabilities for matching. If m-probabilities and u-probabilities are used, the agreement and disagreement weight fields are ignored.

   • 1 – Uses agreement and disagreement weights for matching. If agreement and disagreement weights are used, the m-probability and u-probability fields are ignored.

4. For each comparison function you want to configure, modify the value of any of the columns described in Match Comparator Configuration Properties for Sun Master Index (Repository).

5. Save and close the file.

Match Comparator Configuration Properties for Sun Master Index (Repository)

The following table lists and describes the Configuration Editor fields used to define the comparison functions. It also lists the corresponding column in the match configuration file if you want to modify the file directly.