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            Catalog-Level Search Refinement Definitions

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            Catalog-Level Search Refinement Definitions

            Search refinement definitions determine the selections shown in the storefront search refinement list.

            Search refinement definitions enable you to configure one or more attributes (including variation attributes such as Color) to be used as refinement options in the storefront. Use this bucketing feature to optionally define any number of buckets per refinement definition to group the actual refinement values.

            • By Category
              • Phones (2)
              • Televisions (8)
            • By Brand
              • Brand-A (3)
              • Brand-B (2)
            • By Price
              • $0 - $50 (3)
              • $50 - $100 (3)
              • $100 - $200 (1)
            • By Promotion
              • 25% Off Online Only (3)
              • Buy 1, Get 1 Free (2)

            Category Refinement Sorting Modes Example

            The following example shows the results of the three sorting modes using category refinement.

            Assume that the storefront catalog, with sorted subcategories is as follows:

            Women's Apparel
            Men's Apparel
            Children's Apparel

            The customer searches for shoes.

            If the category refinement is... Then the sorted order is... The hit count is...
            Sorted by Value Name (alphabetical) Children's apparel (56)
            Men's apparel (12)
            Women's apparel (235)
            Sorted by Value Count Women's apparel (235)
            Children's apparel (56)
            Men's apparel (12)
            Sorted by Category Position Same as the Storefront Catalog positions Women's apparel (235)
            Men's apparel (12)
            Children's apparel (56)

            Price Refinements

            Bucket definitions for price refinements capture the following information:

            • The currency code of the price bucket.
            • One localized bucket label per active locale.
            • Price threshold of the bucket.

            The localized bucket label can be used to render the price range independently of the actual numerical bounds (for example, Inexpensive as the label for price bucket <= $10).

            Promotion Refinements

            Note
            Note Business Manager administrators enable promotion refinements at Administration | Global Preferences | Feature Switches | Enable Promotion Refinment.

            This promotion refinement type is managed as part of the configuration of a category. Promotion refinements don’t have explicitly managed buckets or values like price refinements do, and instead have values that are active at query time in the storefront.

            At query time, when the promotion refinement values are returned, the values consist of all promotion IDs that are:

            • active for the current customer (that is, returned by PromotionMgr.getActiveCustomerPromotions())
            • marked as refineable
            • relevant for at least one product hit of the unrefined search results
            Note
            Note Promotion Refinements are limited to displaying 30 promotions within the refinement filter.

            Search Refinement Value Set

            The Value Set has two options.

            • All Values of Category: This setting lets shoppers see all refinements of a category. For example, to promote a broad set of color choices and to let shoppers know that the colors are offered, you show shoppers a fixed set of colors available in a category.
            • Search Result values: This setting lets shoppers see the remaining refinements after they selected the first refinement. For example, if a user refines the search category to a certain brand, several values for refinement Color disappear because the particular brand doesn’t feature products in certain colors.

            Search Refinement Buckets

            Search refinement buckets let you manage the value buckets (grouped attributes) to be used when refining searches by this attribute. The bucket display name is used as a refinement option whenever the actual product value matches one of the values that are pre-defined here as a comma-separated list.

            Merchandisers can define buckets of refinement values and provide a label for each bucket, which is eventually presented when drilling down on that attribute.

            For example, consider the following product search result and the corresponding refinement values if Color is defined as a refinement attribute:

            Product Color Color
            P1 Light Red + Light Red (1)
            P2 Lipstick Red + Lipstick Red (1)
            P3 Dark Red + Dark Red (1)
            P4 Dark Blue + Dark Blue
            P5 Navy Blue + Navy Blue

            The number of product options can easily become overwhelming for a user. Customers typically search for basic colors, such as red, green, or blue. The merchandiser must limit the refinement options to more general values (that is, the main colors). With this definition in place, the color drill-down links for the same product search result reads as follows:

            Bucket Values Color
            Red Light Red, Lipstick Red, Dark Red + Red (3)
            Blue Dark Blue, Navy Blue + Blue (2)
            Note
            Note

            If you use bucketing and the value list changes, or you’ve updated the catalog, remember to rebuild the index, and view the buckets to make sure that all changes have been made correctly. Repeat this after every catalog update.

            Configure Catalog-Level Search Refinement Definitions

            To configure catalog-level search refinement definitions:

            Required Editions

            Available in: B2C Commerce
            1. Select site | Merchant Tools | Products and Catalogs | Catalogs | catalog . Click the Edit link for the category (in this example, Communication).
            2. Click New to define a new search refinement for the catalog.
            3. Specify the name of the search refinement as it appears in the storefront list (for example, Brand).
            4. Specify the refinement type:
              • Attribute refinement indicates that the refinement is based on a specific product attribute (for example, Brand appears as a list of brands).

                For the Attribute ID, click the ellipsis box to show the list of product attributes from which to choose. (Custom object attributes aren’t included here and can't be used for refining searches.)

              • Category refinement indicates that the refinement is at the category level and includes all subcategories (this shows a list of the subcategories).
              • Price refinement indicates that the refinement is at the price level (for example, you might have price refinements buckets defined as $0 - $50, $50 - $100, and $100 - $200.
              • Promotion refinement indicates that the refinement is based on specific promotions (for example, you might have a promotion going on that has certain products 25% off).
            5. Specify the sorting mode, how search refinement will be sorted in the storefront list:
              • By Value Name (alphabetically)
              • By Value Count (number of values found for that attribute)
              • By Category Position (For category refinements only). This is the refinements' explicitly defined position within the parent category.)
            6. Specify the sorting direction, whether the search refinements should be listed in ascending or descending order.
            7. Click Apply.
            8. >If your developer has customized the template to enable setting the cutoff threshold, enter the Cutoff Threshold, if applicable.
              This is the number of refinement categories that should be listed before the rest are scrollable in the list box.The cutoff threshold depends on the type of refinement. For example, for price refinements there is no cutoff threshold, because you’re bucketing all search results into custom-defined price buckets.
              Important
              Important Before you can see the new search refinement options in the storefront, you must rebuild your search indexes (via the Search | Search Indexes module).

            Localize Catalog-Level Search Refinement Definitions

            To use localized bucket labels, supply a localized label for the bucket values for attribute refinements.

            Required Editions

            Available in: B2C Commerce
            1. Define the refinement.
              Field Value
              Name Color
              Refinement Type Attribute Refinement
              Attribute ID A00373
              Sorting Mode Sort By Value Count
              Sorting Direction Ascending
              Cutoff Threshold 5
            2. Define the bucket values:
              Bucketed Values Bucket Display
              Red Fire Engine Red
              Blue Sky Blue
            3. Rebuild the product index.

              When a customer searches on Fire Engine Red, the bucket values appear:

              • By Category
                • Phones (2)
                • Televisions (8)
              • By Brand
                • Brand-A (3)
                • Brand-B (2)
              • By Price
                • $0 - $50 (3)
                • $50 - $100 (3)
                • $100 - $200 (1)
              • By Color
                • Silver (3)
                • Sky Blue (4)
                • Shiny Red (1)
                • Fire Engine Red (6)

              If the attribute used for the refinement is defined as localizable, the values provided in the bucket value list are as well. For localized refinement attributes, one value list is required per active locale (for example, Red = Dark Red and Rot = Dunkelrot). If the attribute used for refinement is non-localized, only one bucket value list is necessary.

             
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