marketplace-search-recsys-planning

Marketplace Engineering Two-Sided Search and Recsys Planning Best Practices

Comprehensive planning, design and diagnostic guide for search and recommendation systems in two-sided trust marketplaces. Covers OpenSearch index, query and ranking patterns, the methodology for planning retrieval work, the handoff points to recommendation-specific tooling, and the instrumentation and dashboard layer that turns measurement into ongoing decision making. Contains 57 rules across 10 categories ordered by cascade impact, plus two playbooks (plan a new system from scratch, diagnose an existing one) and explicit living-artefact conventions (decisions log, golden set, gotchas).

When to Apply

Reference this skill when:

• Planning a new marketplace retrieval project from scratch
• Reviewing an existing retrieval system that feels stale, unfair, or unpersonalised
• Designing the OpenSearch index mapping, analyzers, or query DSL
• Choosing retrieval primitives per product surface (search, recs, hybrid, curated)
• Deciding which search quality metrics to track and dashboard
• Running the weekly search-quality review ritual
• Diagnosing a silent regression in ranking, coverage, or zero-result rate
• Deciding when a retrieval problem is actually a personalisation problem

This skill is the precursor to marketplace-personalisation. Start here for planning and search work; hand off to the personalisation skill when the diagnosed bottleneck is impression tracking, feedback-loop bias, or AWS Personalize-specific design.

Living Context

This skill treats the system as evolving. Three living artefacts carry context across sessions, releases, and team changes — read them before making suggestions, update them after every shipped change:

• gotchas.md (in this skill folder) — append-only diagnostic lessons. Every gotcha has a date and a short description of what surprised the team and how it was resolved.
• Decisions log (maintained in the product repo, typically decisions/*.md) — every ranking change, schema tweak, and synonym edit recorded with its hypothesis, offline and online evidence, ship criterion, outcome, and rollback path. See rule plan-maintain-a-decisions-log.
• Golden query set (frozen per eval cycle, committed to the product repo) — the reference set of queries against which every ranking change is offline-evaluated before an online test. See rule plan-version-the-golden-set.

Rule Categories

Categories are ordered by cascade impact on the retrieval lifecycle: intent misunderstanding poisons architecture; wrong architecture poisons index; wrong index poisons retrieval forever until a reindex; every downstream layer inherits the upstream error.

#	Category	Prefix	Impact
1	Problem Framing and User Intent	intent-	CRITICAL
2	Surface Taxonomy and Architecture	arch-	CRITICAL
3	Index Design and Mapping	index-	HIGH
4	Planning and Improvement Methodology	plan-	HIGH
5	Query Understanding	query-	MEDIUM-HIGH
6	Retrieval Strategy	retrieve-	MEDIUM-HIGH
7	Relevance and Ranking	rank-	MEDIUM-HIGH
8	Search and Recommender Blending	blend-	MEDIUM
9	Measurement and Experimentation	measure-	MEDIUM
10	Instrumentation, Dashboards and Decision Triggers	monitor-	MEDIUM

Quick Reference

1. Problem Framing and User Intent (CRITICAL)

• intent-map-queries-to-intent-classes — classify before retrieving
• intent-separate-known-item-from-discovery — different failure modes, different strategies
• intent-audit-live-query-logs-first — design from real data, not imagined data
• intent-distinguish-transactional-from-exploratory — precision vs diversity
• intent-reject-one-search-for-everything — per-surface query shapes
• intent-treat-no-search-as-first-class-choice — curated is a legitimate answer

2. Surface Taxonomy and Architecture (CRITICAL)

• arch-map-surface-to-retrieval-primitive — a single-source-of-truth routing table
• arch-split-candidate-generation-from-ranking — two-stage pipelines
• arch-design-zero-result-fallback — declare fallback owner per surface
• arch-design-for-cold-start-from-day-one — cold start is permanent, not bootstrap
• arch-avoid-mono-stack-retrieval — diversify primary dependencies
• arch-route-surfaces-deliberately — every routing decision recorded

3. Index Design and Mapping (HIGH)

• index-design-mappings-conservatively — reindex is expensive
• index-use-keyword-and-text-as-multi-fields — full-text plus exact match
• index-match-index-and-query-time-analyzers — tokens must agree
• index-use-language-analyzers-for-language-fields — language-aware stemming
• index-separate-searchable-from-display-fields — index only what you search
• index-use-index-templates-for-consistency — prevent mapping drift
• index-stream-listing-updates-via-cdc — freshness in seconds, not hours

4. Planning and Improvement Methodology (HIGH)

• plan-audit-before-you-build — instrumentation gate on kick-off
• plan-build-golden-query-set-first — the first artefact, not the last
• plan-find-bottleneck-before-optimising — theory of constraints
• plan-maintain-a-decisions-log — living context across team changes
• plan-version-the-golden-set — frozen per eval cycle
• plan-handoff-to-personalisation-skill — recognise the boundary

5. Query Understanding (MEDIUM-HIGH)

• query-normalise-before-anything-else — canonical string in
• query-use-language-analyzers-for-stemming — double-digit recall wins
• query-curate-synonyms-by-domain — domain vocabulary not thesaurus
• query-use-fuzzy-matching-for-typos — 10-15% of queries have typos
• query-classify-before-routing — single-pass classifier
• query-build-autocomplete-on-separate-index — latency isolation

6. Retrieval Strategy (MEDIUM-HIGH)

• retrieve-use-filter-clauses-for-exact-matches — filter cache wins
• retrieve-use-bool-structure-deliberately — must vs should vs filter
• retrieve-run-expensive-signals-in-rescore — rescore window limits cost
• retrieve-combine-bm25-and-knn-via-hybrid-search — lexical plus semantic
• retrieve-paginate-with-search-after — constant-cost deep pagination
• retrieve-choose-embedding-model-deliberately — re-embedding is expensive

7. Relevance and Ranking (MEDIUM-HIGH)

• rank-tune-bm25-parameters-last — upstream levers first
• rank-use-function-score-for-business-signals — explicit named functions
• rank-deploy-ltr-only-after-golden-set-exists — supervised learning needs labels
• rank-apply-diversity-at-rank-time — after scoring, not before
• rank-normalise-scores-across-retrieval-primitives — comparable scales

8. Search and Recommender Blending (MEDIUM)

• blend-use-search-alone-for-specific-intent — precision queries
• blend-combine-search-and-personalisation-scores — normalised weighted sum
• blend-keep-hybrid-blending-explainable — traceable results
• blend-never-return-zero-results — guaranteed cascade to non-empty

9. Measurement and Experimentation (MEDIUM)

• measure-define-session-success-per-surface — one definition per surface
• measure-track-ndcg-mrr-zero-result-rate — three metrics for one picture
• measure-track-reformulation-rate-as-failure-signal — cheapest failure metric
• measure-use-click-models-for-implicit-judgments — scale beyond human judges
• measure-run-interleaving-as-cheap-ab-proxy — 10x less sample needed

10. Instrumentation, Dashboards and Decision Triggers (MEDIUM)

• monitor-log-every-query-with-full-context — structured replayable events
• monitor-scrub-pii-from-query-logs — redact before warehouse ingestion
• monitor-build-search-health-dashboard — threshold lines, colour bands
• monitor-alert-on-decision-triggers — quality metrics, not error rates
• monitor-track-ranking-stability-churn — RBO churn as leading indicator
• monitor-run-weekly-search-quality-review — calendar-driven ritual

Planning and Improving

Two playbooks compose the rules into end-to-end workflows:

• references/playbooks/planning.md — Plan a new marketplace retrieval system from scratch. Nine-step workflow from intent audit through the first A/B-tested online lift, with explicit exit criteria per step.
• references/playbooks/improving.md — Diagnose and improve an existing retrieval system. Decision tree that walks through telemetry, index freshness, coverage, baseline gap, cold start, segment regressions, and algorithm iteration in that order, with hand-off points to marketplace-personalisation when the bottleneck is personalisation-specific.

Read the playbooks first when the task is "design a new search and recommender project" or "this retrieval system needs to get better". Read individual rules when a specific question arises during implementation or review.

How to Use

• Read references/_sections.md for category structure and cascade rationale.
• Read gotchas.md for diagnostic lessons accumulated from prior incidents.
• Read references/playbooks/planning.md to plan a new system.
• Read references/playbooks/improving.md to diagnose an existing one.
• Read individual rule files when a specific task matches the rule title.
• Use assets/templates/_template.md to author new rules as the skill grows.

Related Skills

• marketplace-personalisation — The companion skill covering AWS Personalize implementation, impression tracking, schema design, two-sided matching, feedback loops, and the personalisation-specific diagnostic playbook. Hand off to this skill when the diagnostic identifies a personalisation-specific bottleneck.

Reference Files

File	Description
references/_sections.md	Category definitions and impact ordering
references/playbooks/planning.md	Plan a new retrieval system
references/playbooks/improving.md	Diagnose an existing retrieval system
gotchas.md	Accumulated diagnostic lessons (living)
assets/templates/_template.md	Template for authoring new rules
metadata.json	Version, discipline, references