KnowledgeTree Overview > Search Overview > Using Search | KnowledgeTree Document Management Software

Using Search

KnowledgeTree Overview > Search Overview > Using Search

KnowledgeTree's Search functionality is accessible via the Search bar, which is located at the top right of each page on KnowledgeTree's Web interface.

Note:

•	Search results exclude words less than 4 characters, e.g. 'the', 'for'

•	Displayed results are permission-based - you need at least the 'read' permission on returned items

•	Search relies on data extracted during indexing

•	To change the way search results display, you can toggle the search results view on the search bar drop down menu

Types of Search:

You can ...

•	run a quick search on metadata only (matches metadata field values), or on content and metadata (matches metadata field values, filename, full path, document id, document content, and discussions).

Note: The default 'quick search' is on content and metadata.

•	create an advanced search by selecting from a group of predefined criteria.

•	create complex search expressions.

•	view the results of a past search.

•	save a search.

Full instructions for running each type of search follows below.

How to run a Quick Search

1.	Enter search criteria in the text field, either of the following:

•	a single letter, e.g. 'k'

•	a single letter, plus '' (e.g. d finds content matching words starting with 'd')

•	a single word, or part of a word, e.g. 'templates' or 'temp'

Note: Content search results match exact phrases and highlight partial matches.

All database queries (metadata) match partially.

•	start and end of a word, with '' (e.g. dk finds words starting with 'd' and ending with 'k')

•	use '?' to match a single character only

Note: To limit your search to metadata (content and metadata is the default), click the down arrow adjacent to the search button to change the quick search option.

2.	Press Enter, or click the search button; then, view search results.

How to use Advanced Search

1.	On the search drop-down menu, select Advanced Search.

2.	On the Advanced Search page, define a criteria group.

2.1.	In the first drop-down, filter your search by one of the following components:

•	Available Criteria

•	Available Fieldsets

•	Available Workflows

Note: The first criteria selection is a filtering mechanism that allows you to search only

by criteria, fieldsets, or workflows - having selected the high level search criteria, the

criteria relevant to the group selected displays in the second drop-down.

2.2.	Select criteria from the data available in the selected filter component, e.g. 'Available Workflows' displays all default and custom workflows in your system.

2.3.	Define further search criteria as applicable for the selected criteria filters, if any.

Note: In some cases, once you select a second level criteria filter, a third selectable

field may display, where you can further refine the selected criteria.

2.4.	Now do one of the following:

•	To add more criteria to this criteria group, go back to step 2.1 in this procedure.

•	To add another criteria group, click Add another set of criteria; then, go back to step 2.1 in this procedure to define criteria for the group.

•	To start searching on currently defined criteria now, click Search.

How to run a Past Search

1.	To view the results of your last search, select Previous Search Results on the search drop-down menu.

How to run a Complex Search

1.	Open the Search Criteria Editor; in the search drop-down menu, select Advanced Search.

2.	On the Advanced Search page, click Search Criteria Editor.

3.	Now build up a search expression using the following grammar:

expr ::= expr { AND | OR } expr

expr ::= NOT expr

expr ::= (expr)

expr ::= expr { < | <= | = | > | >= | CONTAINS |STARTS WITH | ENDS WITH } value

expr ::= field BETWEEN value AND value

expr ::= field DOES [ NOT ] CONTAIN value

expr ::= field IS [ NOT ] LIKE value

value ::= "search text here"

Note: A field may be one of the following:

CheckedOut, CheckedOutBy, CheckedoutDelta, Created, CreatedBy, CreatedDelta, DiscussionText, DocumentId, DocumentText, DocumentType, Filename, Filesize, Folder, GeneralText, IsCheckedOut, IsImmutable, Metadata, MimeType, Modified, ModifiedBy, ModifiedDelta, Tag, Title, Workflow, WorkflowID, WorkflowState, WorkflowStateID