Booking Agent Copyright 2005-2011 LAN International and/or its commonly-owned affiliated companies. All rights reserved. VIERO, VIERO RADIO FUSION, VIERO BEST RATE, VIERO transACT, VIERO BOOKING AGENT, VIERO e-PIF, VIERO STREAMING, LAN International, and the VIERO and LAN International logos are registered trademarks of LAN International and/or its commonly-owned affiliated companies. VIERO RMS and VIERO MERS are trademarks of LAN International and/or its commonly-owned affiliated companies. All other trademarks are the property of their respective owners. VIERO BOOKING AGENT scheduler and VIERO BEST RATE rate and yield management are patent protected. Patent pending for VIERO transACT electronic business platform. Contents Booking Agent ............................................................................................................................ 1 Welcome to VIERO BOOKING AGENT Scheduler ................................................................... 1 Overview of VIERO BOOKING AGENT Scheduler ................................................................ 2 Overview of VIERO BOOKING AGENT Scheduler ................................................................ 2 About VIERO BOOKING AGENT Scheduler.......................................................................... 3 Spot placement process ......................................................................................................... 4 VIERO RMS features that support BOOKING AGENT .......................................................... 6 Changes in inventory affecting avails ................................................................................... 10 Understanding the Booking Score ........................................................................................ 11 About the scoring algorithm .................................................................................................. 13 Managing Activity.................................................................................................................. 16 Managing Activity.................................................................................................................. 16 Monitor activity...................................................................................................................... 17 Pause the VIERO BOOKING AGENT .................................................................................. 19 Glossary .................................................................................................................................... 20 Index .......................................................................................................................................... 21 iii Welcome to VIERO BOOKING AGENT Scheduler Booking Agent Welcome to VIERO BOOKING AGENT Scheduler Summary Topics VIERO BOOKING AGENT® scheduler is a high-performance Microsoft Windows service that works behind the scenes without a user interface. It searches available inventory and evaluates each spot for placement. If unsuccessful, it moves the spot to the pool, but continuously evaluates the pool in order to place spots and optimize revenue. Overview of Booking Agent LAN International Managing Activity 1 Booking Agent Overview of VIERO BOOKING AGENT Scheduler Summary Topics This section provides an overview of the VIERO BOOKING AGENT® scheduler process for placing spots. About VIERO BOOKING AGENT scheduler Spot placement process VIERO RMS features that support BOOKING AGENT Changes in inventory affecting avails Understanding the Booking Score About the scoring algorithm 2 LAN International Overview of VIERO BOOKING AGENT Scheduler About VIERO BOOKING AGENT Scheduler VIERO BOOKING AGENT™ scheduler is a high-performance Microsoft Windows service that works behind the scenes without a user interface. When booking an order line, all of the spots on that order line immediately enter a queue so that VIERO BOOKING AGENT scheduler can schedule the new spots. Its logic attempts to place spots at an ideal date and time. It searches available inventory and moves each spot through a multiphase decision-making process to place a new spot. If unsuccessful, a spot is moved to the pool in the last phase. However, VIERO BOOKING AGENT scheduler continuously considers the pool in order to place spots. As a result, any change in inventory is also a chance to place new and pool spots and to optimize revenue. Manual spot placement is also an option. VIERO BOOKING AGENT scheduler also supports an alternative pod fill process that enables stations to schedule spots so there are fewer commercial interruptions in programming. When Pod Fill Order is checked on the Detail tab of Programs/Special Events in the Clockworks module, users can determine the order in which pods should be filled by VIERO BOOKING AGENT scheduler within a generated program/special event for a specific station. VIERO BOOKING AGENT uses the Pod Fill Order number to determine placement within the bind-to period. Setting a pod fill to number one (1) causes VIERO BOOKING AGENT to attempt to fill that pod first. If there are requirements for advertiser separation, industry codes, break types, spot lengths, and so on that prevent placement, then the next pod fill order number is considered. LAN International 3 Booking Agent Spot placement process The flow diagram below illustrates the process that VIERO BOOKING AGENT scheduler uses to place spots if you are not using the alternative pod fill order process. Spots are booked according to this sequence: • Available inventory phase and scheduling logic - The first phase of the VIERO BOOKING AGENT process is to schedule spots into an open avail in an ideal time and hour. To determine the ideal time and hour, BOOKING AGENT considers a number of factors in addition to the days and dates indicated on the order line. These factors include specific binding information, pod-based scheduling with separation by industry and/or product code, and horizontal and vertical rotation of spots. BOOKING AGENT also takes into consideration the positional placement indicated on the order line (first, last, unplaced, bookend) as well as the pod design of your break structure. • Bump phase - BOOKING AGENT uses the booking score to determine if spots in inventory should be bumped to the pool for placement of a higher scoring spot. Spots in the target avail with a lower booking score are bumped. (See Understanding the Booking Score). FYI: Booking Score is weighted 100% to Priority. Tie-breaking rules include Rate and Bump Wider parameters. In the current implementation, neither the Booking Score nor the tie-breaking rules can be configured by users. • Auto-schedule phase (Auto-schedule must be set to On in the order line.) - BOOKING AGENT attempts to auto-schedule spots outside the ideal placement in open avails without exceeding the maximum spots per day. • Flex schedule phase (Flex scheduling parameters must be set in order line.) - If an avail still does not exist, BOOKING AGENT schedules according to the flex scheduling parameters on the order head, using open avails first, and then bumping spots from avails based on the booking score. Once BOOKING AGENT goes through all the placement phases, it sends unbooked spots to the pool. Pool spots are continuously re-evaluated. Order lines that are unbooked or cancelled are set to the top of the BOOKING AGENT queue to free up inventory (see Changes in inventory affecting avails). 4 LAN International Overview of VIERO BOOKING AGENT Scheduler If you select Pod Fill Order in Clockworks, VIERO BOOKING AGENT will search within the requested hour and fill pods with spots based on the pod order number defined in Clockworks, #1 being the highest fill priority. Assuming there are no conflicts such as industry code or product separation, VIERO BOOKING AGENT completely fills the #1 pod first and then fills the next designated pod. This reduces the number of programming interruptions that can occur under the above-described spot placement process because you can strategically place pods and define the order in which they should fill. LAN International 5 Booking Agent VIERO RMS features that support BOOKING AGENT Features that support VIERO BOOKING AGENT scheduler functionality include: • Scheduling by pod Originally, breaks were used to manage advertiser separation. But when contiguous or stacked breaks were created, two advertisers with the same industry code could schedule next to each other. The pod concept returns control of advertiser separation to the user. A pod, which consists of one or more contiguous breaks, is used by VIERO BOOKING AGENT scheduler to: Retain industry code separation within the stop set. Ensure advertiser separation from the end of one pod to the start of the next pod. Ensure positional placement. The pod is created in ClockWorks, where required fields consist of the industry code(s) allowed in the pod and the bookend flag. The pod also appears in Log Manager. When users manually place spots in Log Manager, they are prompted (when positional or advertiser separation violations occur) to decide if they want to continue the placement, or not. • Bind to dayparts, programs, and special events An order line can specify that a spot play during one specified Daypart, Program, or Special Event. Dayparts are defined in the Daypart Designer module. Bind-to Programs and Special Events (and associated Stations) are defined in ClockWorks. VIERO BOOKING AGENT scheduler matches inventory with order lines using this criteria. Examples of bind-to parameters include: • • Fixed time • Daypart • Special Event • Program • User-defined daypart Booking score A booking score is determined for each order line. The values and rules for booking scores (and tie-breakers) are defined in System Data but cannot be edited by users. The VIERO BOOKING AGENT scheduler reviews the queue continuously and places new spots quickly, based on the designated hierarchy of parameters, priorities and weights. The default booking score parameter is currently set to Priority, but additional variables such as rate, order line end date proximity, spot length, client since (days min/max), or date ordered, may be added in the future and assigned a weighted value. See Understanding the Booking Score. 6 LAN International Overview of VIERO BOOKING AGENT Scheduler Tie-breaker parameters are also defined in System Data for each station in the event that there is a tie between two or more competing spots with the same booking score. Currently, tie-breaker parameters include rate and bump wider. (Bump wider looks at the bind-to range of competing spots that have the same priority and rate, then bumps the one with the wider bindto range.) These are not user-configurable parameters at this time. • Separation by industry code and/or product code Industry Codes are assigned in the Advertiser module of System Data. Each station can also determine how industry codes and product codes (which can be thought of as a secondary Industry Code) should affect spot placements. The following options are configured in System Data, and they allow VIERO BOOKING AGENT scheduler to consider advertiser separation by: Industry Code or Product Code overrides Industry Code In the following example, three advertisers want to run commercials for specific products as shown below. If System Data is configured with: Industry code. VIERO BOOKING AGENT scheduler places the Macy’s and Zales commercials in this pod, and does not place the Robinson's May commercial because of a conflict with Industry Code. Advertiser Industry Code Product Code (1) Macy's Department Store Jewelry (2) Zales Jewelry Jewelry Jewelry (3) Robinson's May Department Store Shoes Product Code overrides Industry Code. Then VIERO BOOKING AGENT scheduler could place both Macy’s and Robinson's May commercials in the same period, because even though they have the same Industry Code, they have non-competing products. Zales Jewelry does not place in this pod because of a conflict with Product Code. Advertiser Industry Code Product Code (1) Macy's Department Store Jewelry (2) Zales Jewelry Jewelry Jewelry (3) Robinson May Department Store Shoes • Horizontal and vertical rotation If you are not scheduling by pod number order, the horizontal and vertical rotation process produces a different spot placement result. Horizontal rotation provides advertisers with evenly spaced spots across multiple days of the order line. Vertical rotation provides spot rotation within a daypart or a day. LAN International 7 Booking Agent Horizontal rotation rotates through multiple weeks. Vertical rotation additionally rotates spots through hours, dayparts, days and across one or more weeks. Following is an example of an order line for 16 spots using both horizontal rotation over two weeks and vertical rotation within a daypart. The order line specifies: M-F, AMD (6am to 10 am,) 6/27-7/8, 8/week, Auto-Schedule On. The following table represents the pods within each hour of the daypart. To read this table, follow the spot numbers sequentially from 1 to 16 to see how VIERO BOOKING AGENT scheduler places spots both horizontally and vertically. 06:00 06:10 06:20 06:30 06:40 06:50 07:00 07:10 07:20 07:30 07:40 07:50 08:00 08:10 08:20 08:30 08:40 08:50 09:00 09:10 09:20 09:30 09:40 09:50 10:00 Total Mon 6/27 1 Tue 6/28 Wed 6/29 Th 6/30 Fri 7/1 Sat 7/2 Sun 7/3 Mon 7/4 Tue 7/5 Wed 7/6 Th Fri 7/7 7/8 13 5 9 2 14 6 10 3 15 7 11 4 16 8 12 2 2 2 1 1 --- --- 2 1 1 2 2 Horizontal and vertical rotation can result in an even distribution of spots over the two week period similar to the table above; however, other circumstances such as spots with higher priorities, overselling, or advertiser conflicts, may result in a slightly different actual placement. 8 LAN International Overview of VIERO BOOKING AGENT Scheduler • Scheduling by pod number Scheduling by pod number is an option available in place of the normal spot placement process used by VIERO BOOKING AGENT. Stations can create numbered pods for minimal interruption of programming. According to selections made in Clockworks, VIERO BOOKING AGENT schedules spots for a given bind-to period based upon the pod fill order number and availability within that pod. If Pod #1 is full or there is a conflict with advertiser or industry code separation within the pod, the spot is moved to the second designated fill order number in the same period. Pods can be placed so there is minimal interruption of programming. LAN International 9 Booking Agent Changes in inventory affecting avails VIERO BOOKING AGENT scheduler logic also considers new avails that occur in inventory as a result of: • Cancelled, end-dated and unbooked order lines • Generating new inventory in ClockWorks Cancelled, end-dated or unbooked order lines create open avails. Because this module's main goal is to place spots on the log and open avails are the easiest place to put spots, the VIERO BOOKING AGENT scheduler tries to maximize your number of open avails. Toward this goal, it immediately pulls all spots from the log whose order lines are cancelled, end-dated, or unbooked. This frees up inventory for spots on new orders and for pool spots to be placed. Generating inventory in ClockWorks can also add to the total number of avails. For example, when generating inventory where new breaks were added to pods, or new pods were added to programs, then additional avails would exist for VIERO BOOKING AGENT scheduler to book or bump spots. 10 LAN International Overview of VIERO BOOKING AGENT Scheduler Understanding the Booking Score In the current implementation, the booking score for each station is based on Priority and is not userconfigurable. In the future, stations may prioritize spot placement by using additional parameters such as: • Rate • Nearness of order line (OL) end date • Client Since • Ordered Date • Spot Length Once the Booking Score parameters are established in System Data, they impact all advertisers the same way. Scoring weights, which indicate the relative importance of each of these parameters, are configured in the System Data module for each station. Weights can be selectively added to all or some of the parameters – and must total 100 percent, as illustrated in the Booking Score example that follows. The Orders module applies a spot scoring algorithm to the entries the user makes in the Priority, Spot Length, and Rate fields on the order line using the weight values assigned in the System Data module, from which the Booking Score is derived. If selected as Booking Score parameters, the data for Nearness of OL End Date, and Ordered Date also comes from the order, while the Client Since data is established in the Advertiser module. This score is dynamically recalculated if the user changes the information in the Priority, Spot Length, or Rates fields, or changes the station on the order. The Booking Score displayed on the order line is used by VIERO BOOKING AGENT scheduler to make preemption (bumping) decisions during the booking process. Booking Score calculation Below is an example of multiple parameters and assigned weighted values. Currently, Priority is the only parameter used and its weighted value in System Data is 100%. • The second column is a visual representation. For purposes of this example only, each of these parameters has a minimum to maximum range of 0 to 100 for all three parameters. At the order line, the user enters a value for each parameter. The spot scoring algorithm then calculates the relative value for each parameter by relating the offset of the parameter's value from its minimum possible value (0) relative to its scale (0-100). The bolded numbers represent the position on the scale of the result. • The third column displays the scoring weights assigned to these parameters in the System Data module. • The fourth column is the result of multiplying the relative value by the weight to obtain the weighted relative value for each parameter. LAN International 11 Booking Agent Parameter Order Line Value Entered Creates the Relative Value Priority 0 Rate 0 Client Since 0 80 20 50 Weight in System Data Weighted Relative Value 100 75% 60.0 100 20% 4 100 5% 2.5 100% 66.5 Totals: The weighted relative values are then totaled: 60+4+2.5 = 66.5 The final Booking Score is derived by multiplying the sum by 100. Therefore, in this example, Booking Score is (66.5 x 100) = 6650, which is displayed as the booking score on the order line. Also refer to the Scoring Algorithm Reference section for a more detailed description of how Booking Scores are calculated. Tie-breakers The tie-breaker attribute is used if the Booking Score is equal for two or more spots. For example, if two order lines both have a Booking Score of 5,000, VIERO BOOKING AGENT scheduler looks in the System Data module to see if the Tie-Breaker parameter is configured. If the Rate parameter was configured as the tie-breaker, and one of the order lines had a rate of $50.00 and the other had a rate of $100.00, the second order line would win and be booked. The tie-breaker attribute can also be used to ensure that one parameter is always given the most weight. For example, if the Order Date is configured as the tie-breaker, then that parameter takes priority over the rest of the parameters. Tie-Breaker parameters are: Rate, Priority, Bump Wider (Wider Flight), and Order Date (First In). FYI: Currently, Rate and Bump Wider are used as tie-breakers if the Booking Score for two or more competing spots is the same. In the current implementation, Booking Score is based upon Priority. The booking score and the tie-breaker attributes can not be configured by users at this time. 12 LAN International Overview of VIERO BOOKING AGENT Scheduler About the scoring algorithm The spot scoring algorithm used by the VIERO BOOKING AGENT scheduler is called "Get Relative Value." Get Relative Value is the result of four tasks: 1. Determining a common scale for each parameter. 2. Calculating position within that scale. The result of this calculation represents the relative value for each parameter. 3. Weighting the relative value. 4. Totaling the results. Determine a common scale for each parameter VIERO BOOKING AGENT scheduler calculates the "spread" between a parameter’s maximum possible value and its minimum possible value to determine the scale: Maximum – Minimum = Scale Minimum and maximum values are assigned in System Data. For example, Priority could be assigned a minimum of 10 and a maximum of 100. Therefore, the scale would be 90. Calculate position within that scale Position represents the parameter's relative value and is calculated by relating the offset of the parameter's value from its minimum possible value relative to its scale. Value – Minimum / Scale = Relative Value or Value – Minimum / Maximum – Minimum = Relative Value The parameter's value is entered on the order line by the user. Continuing with the above example, if a user enters a value of 80 on the order line for Priority, then: 80 – 10 / 90 = .77 or 80 – 10 / 100 – 10 = .77 Weight the relative value Weight is a whole number representing a portion of 100, and is therefore a percentage. The total of all weights for all parameters used in computing the Booking Score for a spot must always equal 100. Each parameter used in calculating Booking Score is assigned a weighted value in System Data. For the third step of the algorithm, multiply the Relative Value by the Weight: Relative Value x Weight = Weighted Relative Value or (Value – Minimum) ÷ (Maximum – Minimum x Weight) = Weighted Relative Value LAN International 13 Booking Agent Continuing with the example above, if the user entered a value of 50 for the Priority parameter weight in System Data, then: .77 x 50 = 38.5 Total the results Finally, total the calculated values for each parameter and multiply by 100. For ease of understanding when displayed to the user, the result is multiplied by 100 in order to retain at least two significant digits before converting to an Integer. Any remaining significant digits are truncated as illustrated in the following detailed example. Detailed example The following example illustrates the algorithm used for a booking score with four parameters configured in System Data: Priority, Rate, Client Since, and Ordered Date. Minimum, Maximum and Weight are defined in System Data. OL Value is the value assigned by the user on the order line. Priority OL Value = 80 Minimum = 10 Maximum = 100 Scale = 100 – 10 Relative Value (RV) = (80 – 10) ÷ 90 Weighted RV = .77 x 50 = 90 = 70/90 = .77 = 38.5 Rate OL Value = 35 Minimum =1 Maximum = 1000 Scale = 1000 – 1 Relative Value (RV) = (35 – 1) ÷ 999 Weighted RV = .0340 x 25 Client Since Calculated Value = 999 = 34/999 = .0340 = .85 (calculated value is: Today's Date - Client Start Date) = (5/30/05 – 2/2/04) = 481 Minimum = 366 Maximum = 3650 14 LAN International Overview of VIERO BOOKING AGENT Scheduler Scale = 3650 – 366 Relative Value (RV) = (481 – 366) ÷ 3284 Weighted RV = .035 x 15 = 3284 = 115/3284 = .035 = .525 Ordered Date (calculated value is: Order Date - Today's Date) Calculated Value = (5/30/05 – 5/1/05) = 30 Minimum =1 Maximum = 365 Scale = 365 – 1 Relative Value (RV) = (30 – 1) ÷ 364 Weighted RV = .035 x 10 Total = 38.5 + .85 + .525 + .35 = 364 = 29/364 = .035 = .35 = 40.225 * 100 = 4022.5 = (Integer) 4022 LAN International 15 Booking Agent Managing Activity Summary Topics The BOOKING AGENT Web Monitor provides station security staff and LAN support staff with an overview of spot processing activity. You can pause activity to make changes in VIERO RMS and then restart VIERO BOOKING AGENT scheduler. Monitor activity 16 Pause the VIERO BOOKING AGENT LAN International Managing Activity Monitor activity The BOOKING AGENT Web Monitor provides station security staff and LAN support staff with an overview of spot processing activity. Performance statistics. The primary performance statistic that onsite staff need to be concerned with is Number of Threads Running. This statistic reports how many threads are currently being used to process order lines. The other performance statistics provide LAN with information used for analytical purposes. Pausing and restarting. The Web Monitor allows the module to be paused and restarted. FYI: Under normal conditions, the last line in the lower left-hand section of the Web Monitor should say "Pause the BOOKING AGENT." This indicates that the module is running. To view the BOOKING AGENT Web Monitor: • On the VIERO launch bar, click Daily Schedule > Booking Agent. The BOOKING AGENT Web Monitor opens. Performance Statistics descriptions The BOOKING AGENT Web Monitor tracks the following items: • Number of Threads Running The number of threads or multiple instances of the same VIERO Booking Agent scheduler (channels) that are currently running and that can simultaneously process order lines. • Total Requests Available The total number of spots that have been processed (either booked or pooled) since the start of the program. • Total Bumpings Attempted The total number of times that a spot bump has been attempted. LAN International 17 Booking Agent 18 • Total Requests Booked The total number of spots that have been booked. • Total Requests Pooled The total number of spots that have been pooled. • Requests Per Second The speed of spot processing per second (the last time that processing was done). • Total Breaks The total number of breaks that have been considered for booking. LAN International Managing Activity Pause the VIERO BOOKING AGENT VIERO BOOKING AGENT scheduler is continually looking at spots and trying to book them. Pausing VIERO BOOKING AGENT scheduler enables you to go into VIERO RMS and update information. FYI: Pausing should not be confused with locking a station. When changes are made in Log Manager, Verification, or the ClockWorks calendar, the person making the changes can lock the station. When a station is locked, VIERO BOOKING AGENT scheduler works on any part of the station that is not locked or on another station. When the station is unlocked, VIERO BOOKING AGENT scheduler resumes regular activity. To pause VIERO BOOKING AGENT: 1. Navigate to the BOOKING AGENT Web Monitor. 2. Click Pause in the lower left-hand section of the window. Pause changes to Restart, and the module stops processing spots placements. 3. Proceed with the changes you need to make in VIERO RMS. 4. When through, return to the Web Monitor and click Restart to resume scheduling. LAN International 19 Booking Agent Glossary B bump wider: Bump Wider is a tie-breaker parameter that looks at the bind-to range of competing spots that have the same priority and rate and bumps the one with the wider bind-to range to the pool. H horizontal rotation: Evenly spaced spots across multiple days of the order line. V vertical rotation: Spot rotation within a daypart or a day. 20 LAN International Index Index Booking Agent about ........................................................... 3 auto-schedule phase ................................... 4 bind to.......................................................... 6 booking score ........................................ 6, 11 breaks, total............................................... 17 bump phase................................................. 4 bumpings attempted, total ......................... 17 flex schedule phase..................................... 4 inventory and scheduling logic .................... 4 inventory changes ..................................... 10 monitoring activity...................................... 17 number of threads running ........................ 17 pause......................................................... 19 requests available, total............................. 17 LAN International requests booked, total ................................17 requests per second...................................17 requests pooled, total .................................17 scheduling by pod ........................................6 scoring algorithm ........................................13 spot placement .............................................4 VIERO RMS .................................................6 Booking Agent Scheduler, about .....................3 Booking Agent score ...............................11, 13 Booking Agent spot placement process ..........4 spot placement ................................................4 tie breaker..................................................6, 11 21
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