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Dialog Alert/Dialog Discovery User Guide

Adding personal agents (Alert only)

You can add a new personal agent by clicking on the add new button in the Personal Agents section of the agent hq screen.
This will take you to the create an agent screen, which allows you to design the agent:

This screen has the following controls:

agent name - Type in a short name which uniquely identifies the agent.

search on - The search words associated with your agent. Type in a set of words, that you wish to use as the search parameters.

title, publisher, companies - Boolean query box which searches over this field in the database. This will only appear if your system administrator has enabled this feature.

market sector, locations, scopes - Category filter to restrict the search to one or several selections. This will only appear if your system administrator has enabled this feature.

this search is in - You can use this selection list to choose a language. Items returned by the search will be primarily in the language you choose here, if your system administrator has enabled automatic language detection. In the event that K-working can't recognise the primary language of a document, it will use the default language that has been set by your system administrator.

sort by - This allows you to choose how the results of your query are to be displayed. The default setting sorts by relevance. This means that items will be ordered initially by their percentage score. Items which have the same score are then ordered by word proximity - in other words, an item which contains search words close to each other will be ranked more highly than one which contains the same words, but not close to each other. This is optional.

Alternatively, you could choose to sort by relevance then date, in which case items with the same score will be presented in reverse chronological order; in other words, the most recent comes first. (The date used is the date when the item was written.) Also, you can sort by date then relevance, where items are listed in reverse chronological order, with items written on the same day presented in order of relevance (in other words, the highest percentage score comes first).

include items at least X % relevant - New items must be deemed to have a relevance greater than this score in order to send an alert about them. As a guide, this score should be high (such as 75%) if you expect a large number of words in your search to exist in documents which you are interested in, and lower (such as 10%) when you expect only a few of the words in your search to exist in documents you are interested in.

In the alerting section of this screen (only displayed if e-mail alerting has been defined for the index):

alert me to new results by email - Whether or not to send an e-mail message (an alert) when new items come into the system and are found by the agent. You can also specify an e-mail address to send such alerts to, by using the text input box to the right of this check box. If you do not specify an e-mail address, your own e-mail address (as set in your options, or when your account was created) will be used. If you leave this text box blank, the e-mail address set in your options will not be used.

include results per mail - If you are using e-mail alerts, use this selection list to choose a maximum number of new results mentioned in an e-mail alert.

When you have finished setting up your agent, click on the create agent button to add it to your list of agents.

Note that you can also create a new agent from the search results screen of any search you have run, by clicking on the create agent button.