Need ability to modify Locator properties for Portal Locators

01-30-2019 06:29 AM
Status: Open
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Occasional Contributor II

For the past ten years, we have published Address Locators to an internal ArcGIS Server for use by our ArcMap and ArcReader users.  We typically publish the locators with Geocoding options of Spelling Sensitivity, Minimum Candidate Score, and Minimum match score with a values of 85 to provide a maximum number of candidates returned for single address searches.  For batch geocoding, however, where we are needing addresses to match to an exact address point and to fail if no exact address is found, we increase these three Geocoding options to a value of 96.  If an exact match or near result is not found, I want the match result to fail.  Also, with batch geocoding, we typically make numerous rounds or iterations of geocoding on a set of input addresses varying these geocoding option values depending on the nature of the problem with the input address.  Changing the Geocoding Options is not a "nice to have" feature but a major feature of the Gecoding tools that we have been using with ArcMap from the inception of the ArcMap product.  

Standalone ArcGIS Servers are now being replaced with either ArcGIS Enterprise implementations and on-premises Portals and also being replaced by the Portals provided by ArcGIS Online.  In ArcGIS Pro, we need to have the same capability in the ArcGIS Pro product that has existed from the beginning in the ArcMap product.  We need to have the ability to access and modify the Locator properties for portal locators that have either been published to ArcGIS Enterprise or to ArcGIS Online.


It would also help to make the Locator options available from the Geocode Addresses and Rematch Addresses georocessing tools. Currently the only access is through the interactive Locate tool.


@DavidAllen At Pro 2.7 and later the Rematch Addresses pane includes the ability to modify geocoding options as well as selecting a different locator than what was originally used to geocode the table. See the last two sections of the following topic,


I would like to point something out that you may not be aware of.  Minimum match score (MMS) is used for batch geocoding (Geocode Addresses, Geocode Table, etc...).  You can set MMS to 96 and then set Minimum Candidate Score (MCS) to 85 before you publish your locator.  This configuration will return more candidates in interactive geocoding but still retain a high threshold of 96 when performing batch geocoding.


Minimum Candidate score - This is used in interactive geocoding (Find Dialog with show all candidates enabled, Locate Pane with show all candidates enabled and the Rematch dialog).


Minimum Match score - This is used when batch geocoding (Geocode Addresses, Geocode Table, etc...).  It is also used as a cutoff for interactive geocoding if the show all candidates option is not enabled.


As @ShanaBritt mentioned above, some settings are exposed in the interactive rematch workflow to allow for more flexibility when rematching.