Implementer training - Index the records in a CSV file

Log in to the search dashboard where you are doing your training.

Create a new search package called Nobel Prize. Skip the step where you are asked about adding data sources.

Once the search package is created scroll to Components section and click the create a data source button.

Create a data source with the following properties:

Because we are indexing a CSV file we need to add the CSV to XML filter. Click the edit data source configuration item from the settings panel. Click the add new button and add the filter.classes setting.

The filters listed don’t really apply to our search so delete them and replace with the CSVToXML filter. This filter converts CSV into XML, which Funnelback can then index.

Because our CSV file has a header row you need to also add the following setting: filter.csv-to-xml.has-header and set this to true.

Run an update of the data source by clicking the update this data source button.

Configure the XML field to metadata class mappings.

Apply the metadata to the index by running an advanced update to rebuild the live index.

Return to the search package and add a results page named Nobel Prize winners search

Edit the default template to return metadata for each search result. Replace the contents of the <@s.Results> tag with the following then save and publish the template:

     <@s.Results>
      <#if s.result.class.simpleName != "TierBar">
       <li data-fb-result=${s.result.indexUrl}>

<h4>${s.result.listMetadata["prizeName"]?first!} (${s.result.listMetadata["year"]?first!})</h4>
<ul>
<li>Winner: ${s.result.listMetadata["name"]?first!}</li>
<li>Born: ${s.result.listMetadata["birthDate"]?first!}, ${s.result.listMetadata["birthPlace"]?first!}, ${s.result.listMetadata["country"]?first!}</li>
<li>Role / affiliate: ${s.result.listMetadata["roleAffiliate"]?first!}</li>
<li>Prize category: ${s.result.listMetadata["category"]?first!}</li>
<li>Motivation: ${s.result.listMetadata["motivation"]?first!}</li>
</ul>

       </li>
      </#if>
     </@s.Results>

Configure the display options so that relevant metadata is returned with the search results. Click the edit results page configuration item from the customize panel then add the following to the query_processor_options setting:

-SF=[year,category,name,birthDate,birthPlace,country,residence,roleAffiliate,fieldLanguage,prizeName,motivation]

Run a search for nobel to confirm that the CSV has been indexed as individual records and that the metadata is correctly returned.