Appendix A Schema specification and tag documentation

<content>
 <sequence minOccurs="1" maxOccurs="1">
  <elementRef key="params"/>
  <elementRef key="rules" minOccurs="0"/>
  <elementRef key="contexts" minOccurs="0"/>
  <elementRef key="excludes" minOccurs="0"/>
 </sequence>
</content>
    ⚓

element config
{
   attribute version { text }?,
   ( params, rules?, contexts?, excludes? )
}⚓

• att.match
  • @match
• att.labelled
  • @label

When the indexer is extracting keyword-in-context strings for each word, it uses a common-sense approach based on common element definitions, so that for example when it reaches the end of a paragraph, it will not continue into the next paragraph to get more context words. You may have special runs of text in your document collection which do not appear to be bounding contexts, but actually are; for example, you may have span elements with class=note that appear in the middle of sentences but are not actually part of them. Use <context> elements to identify these special contexts so that the indexer knows the right boundaries from which to retrieve its keyword-in-context strings.

<content>
 <empty/>
</content>
    ⚓

element context
{
   att.match.attributes,
   att.labelled.attributes,
   attribute context { text }?,
   empty
}⚓

<content>
 <elementRef key="context" minOccurs="1"
  maxOccurs="unbounded"/>
</content>
    ⚓

element contexts { context+ }⚓

<createContexts> is a boolean parameter that specifies whether you want the indexer to store keyword-in-context extracts for each of the hits in a document. This increases the size of the index, but of course it makes for much more user-friendly search results; instead of seeing just a score for each document found, the user will see a series of short text strings with the search keyword(s) highlighted.

Note that contexts are necessary for phrasal searching or wildcard searching.

<content>
 <dataRef name="boolean"/>
</content>
    ⚓

element createContexts { xsd:boolean }⚓

The indexing process checks each word as it builds the index, and keeps a record of all words which are not found in the configured dictionary. Though this does not have any direct effect in the indexing process, all words not found in the dictionary are listed in the staticSearch report (see 7.9 Generated report). This can be very useful: all words listed are either foreign (not part of the language of the dictionary) or perhaps misspelled (in which case they may not be correctly stemmed and index, and should be corrected). There is a default dictionary in xsl/english_words.txt which you might copy and adapt if you're working in English; lots of dictionaries for other languages are available on the Web.

<content>
 <dataRef name="anyURI"/>
</content>
    ⚓

element dictionaryFile { xsd:anyURI }⚓

• att.match
  • @match

<exclude> can be used to identify documents or parts of documents that are to be omitted from indexing, but, unlike setting <weight> to zero, should be retained during the indexing process. This is helpful in cases where the text itself should be ignored by the indexer, but should still appear in KWICs. Another common use is for multiple search engines/pages that each have their own special features; in this case, you may want one specific search index/page to ignore filter controls (HTML <meta> elements, as described in 4 Search facet features) which are provided to support other search pages.

<content>
 <empty/>
</content>
    ⚓

element exclude
{
   att.match.attributes,
   attribute type { "index" | "filter" },
   empty
}⚓

<content>
 <elementRef key="exclude" minOccurs="1"
  maxOccurs="unbounded"/>
</content>
    ⚓

element excludes { exclude+ }⚓

Normally, the JSON index files will only be processed by JavaScript, so there is no need to indent them, but if you are debugging or investigating how the code works, you may find it useful to generate them in a more human-readable layout.

<content>
 <dataRef name="boolean"/>
</content>
    ⚓

element indentJSON { xsd:boolean }⚓

The only reason you might need to specify a value for this parameter is if the language of your search page conventionally uses a different ellipsis character. Japanese, for example, uses the 3-dot-leader character.

<content>
 <textNode/>
</content>
    ⚓

element kwicTruncateString { text }⚓

<linkToFragmentId> is a boolean parameter that specifies whether you want the search engine to link each keyword-in-context extract with the closest element that has an id. If the element has an ancestor with an id, then the indexer will associate that keyword-in-context extract with that id; if there are no suitable ancestor elements that have an id, then the extract is associated with first preceding element with an id.

We strongly recommend that you ensure your target documents have id attributes for any significant divisions so that this parameter can be used effectively. With lots of ids throughout your documents, and this parameter turned on, each keyword-in-context in the results page will be linked directly to the section of the document in which the hit appears, making the search results much more useful.

<content>
 <dataRef name="boolean"/>
</content>
    ⚓

element linkToFragmentId { xsd:boolean }⚓

<maxKwicsToHarvest> controls the number of keyword-in-context extracts that will be harvested from the data for each term in a document. For example, if a user searches for the word ‘elephant’, and it occurs 27 times in a document, but the <maxKwicsToHarvest> value is set to 5, then only the first five (sorted in document order) of these keyword-in-context strings will be stored in the index. (This does not affect the score of the document in the search results, of course.) If you set this to a low number, the size of the JSON files will be constrained, but of course the user will only be able to see the KWICs that have been harvested in their search results.

If <phrasalSearch> is set to true, the <maxKwicsToHarvest> setting is ignored, because phrasal searches will only work properly if all contexts are stored.

<content>
 <dataRef name="nonNegativeInteger"/>
</content>
    ⚓

element maxKwicsToHarvest { xsd:nonNegativeInteger }⚓

A user may search for multiple common words, so hundreds of hits could be found in a single document. If the keyword-in-context strings for all these hits are shown on the results page, it would be too long and too difficult to navigate. This setting controls how many of those hits you want to show for each document in the result set.

<content>
 <dataRef name="nonNegativeInteger"/>
</content>
    ⚓

element maxKwicsToShow { xsd:nonNegativeInteger }⚓

<minWordLength> specifies the minimum length in characters of a sequence of text that will be considered to be a word worth indexing. The default is 3, on the basis that in most European languages, words of one or two letters are typically not worth indexing, being articles, prepositions and so on. If you set this to a lower limit for reasons specific to your project, you should ensure that your stopword list excludes any very common words that would otherwise make the indexing process lengthy and increase the index size.

<content>
 <dataRef name="nonNegativeInteger"/>
</content>
    ⚓

element minWordLength { xsd:nonNegativeInteger }⚓

When the staticSearch build process creates its output, many files need to be added to the website for which an index is being created. For convenience, all of these files are stored in a single folder. This element is used to specify the name of that folder. The default is staticSearch, but if you would prefer something else, you can specify it here. You may also use this element if you are defining two different searches within the same site, so that their files are kept in different locations.

<content>
 <dataRef name="NCName"/>
</content>
    ⚓

element outputFolder { xsd:NCName }⚓

<content>
 <elementRef key="searchFile"/>
 <elementRef key="versionFile"
  minOccurs="0"/>
 <elementRef key="stemmerFolder"
  minOccurs="0"/>
 <elementRef key="recurse"/>
 <elementRef key="linkToFragmentId"
  minOccurs="0"/>
 <elementRef key="minWordLength"
  minOccurs="0"/>
 <elementRef key="scrollToTextFragment"
  minOccurs="0"/>
 <elementRef key="scoringAlgorithm"
  minOccurs="0"/>
 <elementRef key="phrasalSearch"
  minOccurs="0"/>
 <elementRef key="wildcardSearch"
  minOccurs="0"/>
 <elementRef key="createContexts"
  minOccurs="0"/>
 <elementRef key="maxKwicsToHarvest"
  minOccurs="0"/>
 <elementRef key="maxKwicsToShow"
  minOccurs="0"/>
 <elementRef key="totalKwicLength"
  minOccurs="0"/>
 <elementRef key="kwicTruncateString"
  minOccurs="0"/>
 <elementRef key="verbose" minOccurs="0"/>
 <elementRef key="stopwordsFile"
  minOccurs="1" maxOccurs="1"/>
 <elementRef key="dictionaryFile"
  minOccurs="1" maxOccurs="1"/>
 <elementRef key="indentJSON" minOccurs="0"/>
 <elementRef key="outputFolder"
  minOccurs="0"/>
 <elementRef key="resultsPerPage"
  minOccurs="0"/>
 <elementRef key="resultsLimit"
  minOccurs="0"/>
</content>
    ⚓

element params {  }⚓

Phrasal search functionality enables your users to search for specific phrases by surrounding them with quotation marks ("), as in many search engines. In order to support this kind of search, <createContexts> must also be set to true as we store contexts for all hits for each token in each document. Turning this on will make the index larger, because all contexts must be stored, but once the index is built, it has very little impact on the speed of searches, so we recommend turning this on. The default value is true.

However, if your site is very large and your user base is unlikely to use phrasal searching, it may not be worth the additional build time and increased index size.

<content>
 <dataRef name="boolean"/>
</content>
    ⚓

element phrasalSearch { xsd:boolean }⚓

<content>
 <dataRef name="boolean"/>
</content>
    ⚓

element recurse { xsd:boolean }⚓

This configuration option is meant to prevent errors for sites where a given set of filters or search terms can return a set of document that can cause a browser's rendering engine to fail. For smaller collections, it's unlikely that this limit would ever be reached, but setting a limit may be helpful for large document collections, projects that want to constrain the number of possible results, or projects with memory-intensive or complex rendering.

<content>
 <dataRef name="nonNegativeInteger"/>
</content>
    ⚓

element resultsLimit { xsd:nonNegativeInteger }⚓

For most sites, where the number of results is likely to be in the low thousands, it's perfectly practical to show all the results at once, because the staticSearch processor is so fast. However, if you have tens of thousands of documents, and it's possible that users will do (for example) filter-only searches that retrieve a large proportion of them, you can constrain the number of results which are shown initially using this setting. All the results are still generated and output to the page, but since most of them are hidden until the ‘Show More’ or ‘Show All’ button is clicked, the browser will render them much more quickly.

<content>
 <dataRef name="nonNegativeInteger"/>
</content>
    ⚓

element resultsPerPage { xsd:nonNegativeInteger }⚓

• att.match
  • @match

The rule element is used to identify nodes in the XHTML document collection which should be treated in a special manner when indexed; either they might be ignored (if weight=0), or any words found in them might be given greater weight than words in normal contexts weight>1. Words appearing in headings or titles, for example, might be weighted more heavily, while navigation menus, banners, or footers might be ignored completely.

<content>
 <empty/>
</content>
    ⚓

element rule { att.match.attributes, attribute weight { text }, empty }⚓

<content>
 <elementRef key="rule" minOccurs="1"
  maxOccurs="unbounded"/>
</content>
    ⚓

element rules { rule+ }⚓

<scoringAlgorithm> is an optional element that specifies which scoring algorithm to use when calculating the score of a term and thus the order in which the results from a search are sorted. There are currently two options:

• raw: This is the default option (and so does not need to be set explicitly). The raw score is simply the sum of all instances of a term (optionally multipled by a configured weight via the <rule>/weight configuration) in a document. This will usually provide good results for most document collections.
• tf-idf: The tf-idf algorithm (term frequency-inverse document frequency) computes the mathematical relevance of a term within a document relative to the rest of the document collection. The staticSearch implementation of tf-idf basically follows the textbook definition of tf-idf: tf-idf = ($instancesOfTerm / $totalTermsInDoc) * log( $allDocumentsCount / $docsWithThisTermCount ) This is fairly crude compared to other search engines, like Lucene, but it may provide useful results for document collections of varying lengths or in instances where the raw score may be insufficient or misleading. There are a number of resources on tf-idf scoring, including: Wikipedia and Christopher D. Manning, Prabhakar Raghavan and Hinrich Schütze, Introduction to Information Retrieval, Cambridge University Press. 2008.

<content>
 <valList type="closed">
  <valItem ident="raw">
   <desc>raw score</desc>
   <gloss>Default: Calculate the score based off of the weighted number of
       instances of a term in a text.</gloss>
  </valItem>
  <valItem ident="tf-idf">
   <gloss>Calculate the score based off of the tf-idf scoring algorithm.</gloss>
  </valItem>
 </valList>
</content>
    ⚓

raw

(Default: Calculate the score based off of the weighted number of instances of a term in a text.) raw score

tf-idf

(Calculate the score based off of the tf-idf scoring algorithm.)

element scoringAlgorithm { "raw" | "tf-idf" }⚓

raw

(Default: Calculate the score based off of the weighted number of instances of a term in a text.) raw score

tf-idf

(Calculate the score based off of the tf-idf scoring algorithm.)

Google has proposed a browser feature called Text Fragments, which would support a special kind of link that targets a specific string of text inside a page. When clicking on such a link, the browser would scroll to, and then highlight, the target text. This has been implemented in Chrome-based browsers (Chrome, Chromium and Edge) at the time of writing, but other browser producers are sceptical with regard to the specification and worried about possible security implications. The specification is subject to radical change. <scrollToTextFragment> is a boolean parameter that specifies whether you want to turn on this feature for browsers that support it. It depends on the availability of keyword-in-context strings, so <createContexts> must also be turned on to make it work. The feature is automatically suppressed for browsers which do not support it. We recommend only using this feature on sites which are in steady development, so that if necessary it can be turned off, our the staticSearch implementation can be updated to take account of changes. For sites intended to remain unchanged or archived for any length of time, this feature should be left turned off. It is off by default. A more reliable alternative is probably to use JavaScript to highlight hits on the target page.

<content>
 <dataRef name="boolean"/>
</content>
    ⚓

element scrollToTextFragment { xsd:boolean }⚓

The search page is a regular HTML page which forms part of your site. The only important characteristic it must have is a <div> element with id=staticSearch, whose contents will be rewritten by the staticSearch build process. See 7.6 Creating a search page.

<content>
 <dataRef name="anyURI"/>
</content>
    ⚓

element searchFile { xsd:anyURI }⚓

The staticSearch project currently has only two real stemmers: an implementation of the Porter 2 algorithm for modern English, and an implementation of the French Snowball stemmer. These appear in the /stemmers/en/ and /stemmers/fr/ folders. The default value for this parameter is en; to use the French stemmer, use fr. We will be adding more stemmers as the project develops. However, if your document collection is not English or French, you have a couple of options, one hard and one easy.

• Hard option: implement your own stemmers. You will need to write two implementations of the stemmer algorithm, one in XSLT (which must be named ssStemmer.xsl) and one in JavaScript (ssStemmer.js), and confirm that they both generate the same results. The XSLT stemmer is used in the generation of the index files at build time, and the JavaScript version is used to stem the user's input in the search page. You can look at the existing implementations in the /stemmers/en/ folder to see how the stemmers need to be constructed. Place your stemmers in a folder called /stemmers/[yourlang]/, and specify yourlang in the configuration file.
• Easy option: Use the identity stemmer (which is equivalent to turning off stemming completely), and make sure wildcard searching is turned on. Then your users can search using wildcards instead of having their search terms automatically stemmed. To do this, specify the value identity in your configuration file.

Another alternative is the stripDiacritics stemmer. Like the identity stemmer, this is not really a stemmer at all; what it does is to strip out all combining diacritics from tokens. This is a useful approach if you document collection contains texts with accents and diacritics, but your users may be unfamiliar with the use of diacritics and will want to search just with plain unaccented characters. For example, if a text contains the word élève, but you would like searchers to be able to find the word simply by typing the ascii string eleve, then this is a good option. Combined with wildcards, it can provide a very flexible and user-friendly search engine in the absence of a sophisticated stemmer, or for cases where there are mixed languages so a single stemmer will not do. To use this option, specify the value stripDiacritics in your configuration file.

<content>
 <dataRef name="NCName"/>
</content>
    ⚓

element stemmerFolder { xsd:NCName }⚓

A stopword is a word that will not be indexed, because it is too common (the, a, you and so on). There are common stopwords files for most languages available on the Web, but it is probably a good idea to take one of these and customize it for your project, since there will be words in the website which are so common that it makes no sense to index them, but they are not ordinary stopwords. For example, in a Website dedicated to the work of John Keats, the name keats should probably be added to the stopwords file, since almost every page will include it, and searching for it will be pointless. The project has a built-in set of common stopwords for English, which you'll find in xsl/english_stopwords.txt. One way to find appropriate stopwords for your site is to generate your index, then search for the largest JSON index files that are generated, to see if they might be too common to be useful as search terms. You can also use the Word Frequency table in the generated staticSearch report (see 7.9 Generated report).

<content>
 <dataRef name="anyURI"/>
</content>
    ⚓

element stopwordsFile { xsd:anyURI }⚓

Obviously, the longer the keyword-in-context strings are, the larger the individual index files will be, but the more useful the KWICs will be for users looking at the search results. Note that the phrasal searching relies on the KWICs and thus longer KWICs allow for longer phrasal searches.

<content>
 <dataRef name="nonNegativeInteger"/>
</content>
    ⚓

element totalKwicLength { xsd:nonNegativeInteger }⚓

The staticSearch build process can be lengthy, and if something goes wrong it can be difficult to figure out where the problem was. If you're having build problems, turn on verbose messages in the configuration file to help with debugging, and you'll see a lot more output at the command line.

<content>
 <dataRef name="boolean"/>
</content>
    ⚓

element verbose { xsd:boolean }⚓

<versionFile> enables you to specify the path to a plain-text file containing a simple version number for the project. This might take the form of a software-release-style version number such as 1.5, or it might be a Subversion revision number or a Git commit hash. It should not contain any spaces or punctuation. If you provide a version file, the version string will be used as part of the filenames for all the JSON resources created for the search. This is useful because it allows the browser to cache such resources when users repeatedly visit the search page, but if the project is rebuilt with a new version, those cached files will not be used because the new version will have different filenames. The path specified is relative to the location of the configuration file (or absolute, if you wish).

<content>
 <dataRef name="anyURI"/>
</content>
    ⚓

element versionFile { xsd:anyURI }⚓

Wildcard searching can coexist with stemmed searching, but it is especially useful when stemming is not available, either because there is no available stemmer for the language of the site, or because the site contains multiple languages. Unless your site is particularly large, we recommend turning on wildcard searching, and therefore also phrasal searching (<phrasalSearch>).

<content>
 <dataRef name="boolean"/>
</content>
    ⚓

element wildcardSearch { xsd:boolean }⚓