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Filter recommendations

If you have a recommendations app that uses structured data, you can use document fields to filter your recommendation results. This page explains how to use document fields to filter a recommendation to a specific set of documents. Although the examples on this page are for media recommendations, the principles shown here are the same for generic recommendations. For more information about media recommendations, see Introduction to Vertex AI Search for media.

Before you begin

Make sure you have created a recommendations app and data store. For more information, see Create a media recommendations app and data store or Create a generic recommendations data store.

Example documents

Review these example media documents. You can refer back to these example documents as you read through this page.

{"id":"1","schemaId":"default_schema","structData":{"title":"Toy Story (1995)","categories":["Adventure","Animation","Children","Comedy","Fantasy"],"uri":"http://mytestdomain.movie/content/1","available_time":"2023-01-01T00:00:00Z","media_type":"movie"}}
{"id":"88125","schemaId":"default_schema","structData":{"title":"Harry Potter and the Deathly Hallows: Part 2 (2011)","categories":["Action","Adventure","Drama","Fantasy","Mystery","IMAX"],"uri":"http://mytestdomain.movie/content/88125","available_time":"2023-01-01T00:00:00Z","media_type":"movie"}}
{"id":"2857","schemaId":"default_schema","structData":{"title":"Yellow Submarine (1968)","categories":["Adventure","Animation","Comedy","Fantasy","Musical"],"uri":"http://mytestdomain.movie/content/2857","available_time":"2023-01-01T00:00:00Z","media_type":"movie"}}
{"id":"60069","schemaId":"default_schema","structData":{"title":"WALL·E (2008)","categories":["Adventure","Animation","Children","Romance","Sci-Fi"],"uri":"http://mytestdomain.movie/content/60069","available_time":"2023-01-01T00:00:00Z","media_type":"movie"}}

Filter expressions

Use filter expressions to define your recommendations filters.

Filter expressions syntax

The following Extended Backus–Naur form summarizes the filter expression syntax that you can use to define your recommendations filters.

  # A single expression or multiple expressions that are joined by "AND" or "OR".
  filter = expression, { " AND " | "OR", expression };
  # An expression can be prefixed with "-" or "NOT" to express a negation.
  expression = [ "-" | "NOT " ],
    # A parenthesized expression
    | "(", expression, ")"
    # A simple expression applying to a textual field.
    # Function "ANY" returns true if the field contains any of the literals.
    textual_field, ":", "ANY", "(", literal, { ",", literal }, ")"
    # OR filter by "available"
    available, ":", "true",
  # A literal is any double-quoted string. You must escape backslash (\) and
  # quote (") characters.
  literal = double-quoted string;
  textual_field = see the tables below;

Filter expressions restrictions

The following restrictions apply to filter expressions for recommendations:

The depth of embedding AND and OR operators in parentheses is limited. The logical expressions in the filter must be in conjunctive normal form (CNF). The most complex supported logical expression can be an AND-connected list of clauses that only contain OR operators, such as: (... OR ... OR ...) AND (... OR ...) AND (... OR ...)
Expressions can be negated with the NOT keyword or with -. This only works with ANY() expressions with a single argument.
available restrictions must be at the top level. They cannot be used as part of an OR clause or a negation (NOT). You can only use available: true.
The maximum number of terms in the top-level AND clause is 20.
An OR clause can have up to 100 arguments that are included in ANY() expressions. If an OR clause has multiple ANY() expressions, their arguments all count toward this limit. For example, categories: ANY("drama", "comedy") OR categories: ANY("adventure") has three arguments.

Filter expressions examples

The following table shows valid and invalid filter expression examples. It also gives the reasons why the invalid examples are invalid.

Expression	Valid	Notes
`language_code: ANY("en", "fr")`	Yes
`NOT language_code: ANY("en")`	Yes
`NOT language_code: ANY("en", "fr")`	No	Negates an `ANY()` with more than one argument.
`language_code: ANY("en", "fr") OR categories: ANY("drama")`	Yes
`(language_code: ANY("en") OR language_code: ANY("fr")) AND categories: ANY("drama")`	Yes
`(language_code: ANY("en") AND language_code: ANY("fr")) OR categories: ANY("drama")`	No	Not in conjunctive normal form.
`(language_code: ANY("en")) AND (available: true)`	Yes
`(language_code: ANY("en")) OR (available: true)`	No	Combines `available` in an `OR` expression with other conditions.

The following filter expression filters for documents that are in the drama or action category, that are not in English, and that are available:

categories: ANY("drama", "action") AND NOT language_code: ANY("en") AND available: true

Filtering limits

Each filterable document field consumes some memory in each of your models. The following limits help prevent adverse effects on serving performance:

Up to 10 custom fields can be set as filterable in your schema.

If more than 10 custom fields are found during app training, only 10 are used.
Up to 100,000,000 filterable field values can be present in your schema.

You can estimate the total number of filterable field values in your schema by multiplying the number of documents in your schema by the number of filterable fields. If you exceed these limits, the following things happen:
- You cannot set additional fields as filterable.
- App training fails.

Filter recommendations

To filter media recommendations, follow these steps:

Find your data store ID. If you already have your data store ID, skip to the next step.
1. In the Google Cloud console, go to the Agent Builder page and in the navigation menu, click Data stores.
  
  Go to the Data stores page
2. Click the name of your data store.
3. On the Data page for your data store, get the data store ID.
Determine the document field or fields that you want to filter on. For example, for the documents in Before you begin, you could use the categories field as a filter.
To make the categories field filterable, do the following:
1. In the Google Cloud console, go to the Agent Builder page.
  
  Agent Builder
2. Click your recommendations app.
3. Click the Schema tab. This tab shows current field settings.
4. Click Edit.
5. If it's not already selected, select the Filterable checkbox in the categories row, and then click Save.
6. Wait six hours to allow time for your schema edit to propagate. After six hours, you can proceed to the following step.
To get a recommendation and filter on the categories field, run the following code at the command line:
```
curl -X POST \
-H "Authorization: Bearer $(gcloud auth application-default print-access-token)" \
-H "Content-Type: application/json; charset=utf-8" \
-d '{
     "userEvent": {
       "eventType": "EVENT_TYPE",
       "userPseudoId": "USER_PSEUDO_ID",
       "documents": {
         "id": "DOCUMENT_ID"
       }
     },
     "params": {
       "returnDocument": true,
       "attributeFilteringSyntax": true,
       "strictFiltering": true
     },
     "filter": "FILTER"
   }' \
"https://discoveryengine.googleapis.com/v1beta/projects/PROJECT_ID/locations/global/collections/default_collection/dataStores/DATA_STORE_ID/servingConfigs/SERVING_CONFIG_ID:recommend"
```
- PROJECT_ID: The ID of your project.
- DATA_STORE_ID: The ID of your data store.
- DOCUMENT_ID: The ID of the document that you want to preview recommendations for. Use the ID that you used for this document at the time you ingested your data.
- EVENT_TYPE: The type of user event. For eventType values, see UserEvent.
- USER_PSEUDO_ID: A pseudonymized identifier of the user. You can use an HTTP cookie for this field, which uniquely identifies a visitor on a single device. Don't set this field to the same identifier for multiple users. This would combine their event histories and degrade model quality. Don't include personally identifiable information (PII) in this field.
- SERVING_CONFIG_ID: The ID of your serving config. Your serving config ID is the same as your engine ID, so use your engine ID here.
- FILTER: A text field that lets you to filter on a specified set of fields, using filter expression syntax. The default value is an empty string, which means no filter is applied.
For example, suppose you want a recommendation for a specific media-play user event, and you want to filter the recommendation results to contain only documents that are: (1) In the Children category, and (2) Currently available. You would do that by including the following statements with your call:
- "eventType": "media-play"
- "filter": "categories: ANY(\"Children\") AND available: true"
For more information, see the recommend method.
Click for an example response.

If you make a recommendation request like the preceding one, you can expect to get a response similar to the following. Notice that the response includes the two documents that have a categories value of Children and an availability_start_time value that is later than the current date.
```
{
"results": [
  {
    "id":"1",
    "schemaId":"default_schema",
    "structData":{"title":"Toy Story (1995)","categories":["Adventure","Animation","Children","Comedy","Fantasy"],"uri":"http://mytestdomain.movie/content/1",
    "availability_start_time":"2023-01-01T00:00:00Z",
    "media_type":"movie"
    }
  },
  {
    "id":"60069",
    "schemaId":"default_schema",
    "structData":{"title":"WALL·E (2008)","categories":["Adventure","Animation","Children","Romance","Sci-Fi"],"uri":"http://mytestdomain.movie/content/60069",
    "availability_start_time":"2023-01-01T00:00:00Z",
    "media_type":"movie"
    }
  }
],
"attributionToken": "ChMzMDk3NTQ4MzQxOTcxOTE0ODM1GglhZi10ZXN0LTEiDmFmLXRlc3QtMTE0NTE0KAAwBg",
"debugInfo": {
  "fallbackModelInvoked": false
}
}
```

In addition to filters, an app's diversification settings can also affect the number of results returned in a recommendation response. For more information, see Diversify media recommendations.