Strategies

The strategy editor is the heart of Sparque Desk. Here you create and adapt search strategies by combining blocks in the way that solves your search problem. When you create a new strategy, you see an empty canvas, a menu at the top with 'Untitled Strategy' and on the left a library with building blocks.

An empty canvas

In the library you find all the building blocks grouped by function. While browsing through the library, you can use the tiptool (under the ?) to inspect the function of a block.

The function of the Filter by Class block

Here you can find the function of all the blocks in the library:

• Building Blocks

When you've found the block you need, you simply drag it onto the canvas.

Two unconnected blocks

Two more actions are needed to create a strategy:

connect the block: to other blocks to create a sequence of data navigation and manipulations

configure the block: if configuration is required

You connect two blocks by clicking on the small circle at the bottom of a block (the output connector) and by dragging the connecting line onto the small circle at the top of the block (the input connector) you want to connect it with. Input connectors result in an input to the block, while output connectors result in output being fed to the next block. There may be more than one input or output connector, you can choose one according to your need. Further, an output connector from one block that is connected to an input connector of another block has to be of the same data type. For example an output connector of type Object [OBJ] cannot be connected to an input connector of type String [STRING]. Finally, an output can be connected to multiple inputs.

A strategy

You can view and change the configuration of a block by clicking it. A dialog opens that shows which parameters need to be or can be configured for the block. For example, with the Filter-block, you are asked to choose what object type (class) to filter on.

Selecting a class to filter on

You can inspect the output of a block by selecting the appropriate output connector. This inspection is very helpful to verify if the operation defined and configured in that block, returns the desired results. A test set needs to be selected (or created) with any input that is needed for a strategy, e.g. a keyword for search.

Inspecting the output of a block

While you have selected an output connector, you can select it as the output of the strategy by clicking the button 'API Output' at the bottom of the result list. When you click the button the API Output marker is connected to the selected connector:

The API Output marker

By setting the API Output you determine which output the strategy will return via a linked API endpoint. The marker can be connected to any output connector in the strategy as long as its data type corresponds to the output type that is defined in the API Template. When these types do not match you will be asked if you want to update the API Template of your strategy.

Setting the API output of the strategy

When you want your strategy to be receptive to external input, you have to define parameter(s) for your strategy and bind them to the parameter of a block. You can do this in two ways: 1) by opening the block you want to connect a strategy parameter to and adding it directly to the block parameter you want to bind it to (depicted below) or 2) by adjusting the API Template of your strategy and selecting the strategy parameter while binding it to a block parameter (explained in the next section).

Adding a new strategy parameter directy to a block parameter

Defining the new strategy parameter

When you add a new strategy parameter in this way, you see the selected block being updated:

Selected block updated with strategy parameter

The API Template of your strategy (in the menu bar at the top of the canvas) reflects the change as well:

The updated API Template

Once you have bound a strategy parameter to your strategy, you cannot directly view the output of your blocks anymore. A strategy parameter does not have a default value so instead of a list with results you now see the warning 'no testset selected':

Warning: No testset selected

In order to see results for your strategy again you have to select a testset for it:

Select a testset

And pick a test from the list:

Pick a test

The API Template denotes the parameter(s) that have been defined for the strategy and the type of output it returns. When you create a new strategy neither has been defined and this is reflected by the lone API Template icon in the menu bar at the top of the canvas:

The initial API Template icon

When you add a strategy parameter or set the API Output for your strategy this is reflected by the API Template being updated. You can also define the API Template of your strategy by clicking on the API Template icon and selecting the template you want it to conform to:

Defininging the API template of the strategy

The API Template of your strategy must match the template of the endpoint you want to link it to.

While you are working on a strategy you can save interim versions by making snapshots:

Making a new snapshot of a strategy

API endpoints are connected to specific snapshots of your strategy so they do not immediately change whenever you work on your strategy but only after you've pointed them to a new snapshot. By accessing the version history of a strategy you can revert to pervious versions.

While creating strategies for the different functionalities of your search application, you might find it necessary to design a strategy that takes the output of another strategy as its input. For example to select the relations or properties of a selection of entities. You can think of a genre filter for a selection of movies for example. You want the genres to reflect the genres of the movies that are returned by another (movie search) strategy not of all the movies in the dataset. You can accomplish this by creating a stacked strategy. You create a stacked strategy by selecting the 'Input Block' from the Building Block Library and by designing your strategy as needed:

A stacked strategy

While you are designing your stacked strategy it is good practice to use a dataset block as input for your strategy:

Designing a stacked strategy

A stacked strategy can be recognized by its API Template, it starts with OBJ ￫ ... :

The API Template of a stacked strategy

You can add an annotation to your strategy by clicking the annotation button in the menu at the top left corner of the canvas:

The Annotation Button

You can annotate a combination of blocks by drawing a rectangle around it. Different colors, alignments and font sizes can be used in an annotation:

An Annotation