---
title: "Setting Up Your First Case"
url: "https://quepid-docs.dev.o19s.com/2/quepid/19/setting-up-your-first-case"
---

# Setting Up Your First Case

The first time you sign up on Quepid you will be prompted with a big blue button to _Create Your First Relevancy Case_.   

A **Case** refers to all of the queries and relevance tuning settings for a single search engine. For example, if we are running a movie rental store and we want to improve our "Star Wars" search results, we may create a new case and call it "star wars." Under this case we will perform our searches and provide our judgments.

## Creating a New Case
Click the _Create Your First Relevancy Case_.  If you don't see it, then click the _Relevancy Cases_ menu at the top and click _Create a case_.

 ![new-case-name.png](https://quepid-docs.dev.o19s.com/u/new-case-name-z9wpIu.png) 

The first piece of information we are asked to provide is a name for the Case. Enter "star wars" and click _Continue_. 

Now, we need to set up the connection to the **Search Endpoint**.  We're going to use a publicly hosted Solr search engine as our Search Endpoint.  Click the _Create a new Search Endpoint_ button and a panel will scroll open with all the supported Search Engines.   We'll use the demo `https://quepid-solr.dev.o19s.com/solr/tmdb/select` setting.   

 ![what-search-endpoint.png](https://quepid-docs.dev.o19s.com/u/what-search-endpoint-8LK7iS.png) 

Click the _ping it_ link to verify the connection to Solr works, and you will get a green confirmation message.  If you get a red error message, check you can directly connect to https://quepid-solr.dev.o19s.com/solr/tmdb/select URL as some corporate firewalls prevent access to the demo Solr.  Once connected, click the _Continue_ button to proceed.

### Picking Document Fields to Display

Now you will be asked for some fields in your search results. This information is determined by how your data is indexed in your search engine. If you don't have or know this information check with your infrastructure team. The information provided here will control how Quepid displays the search results for rating. The field specified by the _Title Field_ will be shown in bold in the search results. For a search index of movies, you probably want this field to be the title of the movie. The _ID_ field is the unique identifier for each document in your index. Quepid uses the value of this field to uniquely identify each document in the search results.

The _Additional Display Fields_ allows you to specify a list of other fields whose values will be shown in Quepid's search results. You can use these fields to provide information about each document to help you provide a judgment on its document. For example, to provide human judgments for a movies search engine, it may be helpful to know the overview of the movie, the cast members, director, or tagline. It can be difficult to judge a movie's relevance to a search query based only on the movie's title. The movie title "Independence Day" doesn't tell us anything about aliens attacking Earth but with the movie's overview and tagline we know more about the content of the movie. 

 ![new-case-fields.png](https://quepid-docs.dev.o19s.com/u/new-case-fields-YduA6t.png) 

Once you have the fields configured click the _Continue_ button.

### Adding Queries
Now we are ready to add our search queries! You can add as many queries as you need to. These are the queries for which you will be judging the search results. If you are not sure what queries to add, check with your search engineering team. In this tutorial we will add two queries: _star wars_ and _star trek_.

 ![new-case-queries.png](https://quepid-docs.dev.o19s.com/u/new-case-queries-QyQS8C.png) 

Once those are added click the _Continue_ button.

That is all the information we need to provide so click the _Finish_ button.

## Learn about the Case Screen
The first time you go through the case creation wizard you will be prompted to learn more about the interface.  We'll follow along with the prompts!

### The Case Header

 ![shepherd_case_header.png](https://quepid-docs.dev.o19s.com/u/shepherd_case_header-ONRnec.png) 

As you can see the **Case Header** is the summary of our **Case**.  We are just starting our relevance journey, so we have **Try 1**, and the **Scorer** we have chosen is _AP@10_, otherwise known as Average Precision over the first ten documents returned for each query.  We'll learn more later about the different types of Scorers.  Click _Next_ in the wizard and then we'll highlight more the **Case Score**

 ![shepherd_case_score.png](https://quepid-docs.dev.o19s.com/u/shepherd_case_score-PRcepo.png) 

Since we don't have any judgements all of our scores are 0, so it isn't very interesting!

> In this tutorial we use the terms rating and judgment interchangeably. In the context of search relevance, both terms mean the same thing, i.e. a scaled label given to a document indicating the document's relevance to a given query.

Moving on, we can now see the interface for adding new **Queries**.   Go ahead and add the query _Toy Story_ as prompted.

 ![shepherd_case_add_query.png](https://quepid-docs.dev.o19s.com/u/shepherd_case_add_query-VoPBgq.png) 

Now you can see that as you added the new query _Toy Story_, Quepid ran it and retrieved 872 matching results.

 ![shepherd_case_added_query.png](https://quepid-docs.dev.o19s.com/u/shepherd_case_added_query-9m4za8.png) 

### Case Actions
Now, there are a large number of actions that you can perform on a Case.  You will learn about them in future tutorials.

 ![shepherd_case_case_actions.png](https://quepid-docs.dev.o19s.com/u/shepherd_case_case_actions-Rtf1cF.png) 

### Relevance Tuning Panel

To actually improve search we need to open up the Tune Relevance panel on the right hand side of Quepid by clicking _Tune Relevance_ link in the Case Actions row.

 ![shepherd_case_tune_relevance.png](https://quepid-docs.dev.o19s.com/u/shepherd_case_tune_relevance-NY2zuq.png) 

Which then opens up a panel on the right that exposes a rich set of options for playing with your search algorithm

 ![shepherd_case_relevance_panel_view.png](https://quepid-docs.dev.o19s.com/u/shepherd_case_relevance_panel_view-knt4ks.png) 

Let's actually see if we can improve our query by instead of searching all the text via the `qf=text_all` clause, changing it to search just over the title and overview fields in the documents by setting `qf=title overview`.  Then click the `Next` button and you will be prompted to click the blue `Rerun My Searches!` button.   Click it to run with your new query fields defined.

Notice that the **Try** incremented?   Quepid preserves a history of your changes via the **Tries**.  

 ![new-case-try-two.png](https://quepid-docs.dev.o19s.com/u/new-case-try-two-BfqXjw.png) 

Congratulations!  You have now set up your first **Case** in Quepid.