Search Tips

If your Content Search administrator has enabled searching for you, you can conduct either a simple search or an advanced search (with more search options). Your administrator may also have enabled you to define saved searches.

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Simple Search

You can run a simple search without using any special syntax. A simple search looks for the words or phrase in the body, title, file name, description, and keywords of documents.

You can search for a single word, multiple words, or a phrase.

Searches are case-sensitive: a search for Java does not produce the same results as a search for java.

To make a simple search:

• Type the search terms and click Search.

Tips

To search for a single word, just type the word; for example,
financial.

To search for more than one word, type the words; for example,
financial markets.

To search for a phrase, enclose the words of the phrase in double quotes; for example,
"financial markets".

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Advanced Search

You can narrow your search results by creating advanced search criteria (as many as you like).

To make an advanced search:

1. Click Advanced to display the Advanced Search view.
2. Choose a document property from the first menu (for example, Title).
3. Choose either Contains, Contains phrase, Does not contain, Does not contain phrase, Could contain, or Could contain phrase from the second menu.
4. Enter the word or phrase in the accompanying text box.
5. (Optional) Click the Add condition icon (+) and repeat steps 2-4.
6. Set Search in and Return files options.
7. Click Save.

Example

In this advanced search example, three criteria are set:

• Body of Document / Contains phrase / financial markets
• Keywords / Could contain / Greenspan Fed
• Title / Does not contain / mortgage mortgages.

The search results contain documents that satisfy all three criteria: (1) the document body contains the phrase financial markets, and (2) the keywords contain Greenspan or Fed or both, and (3) the title does not contain the words mortgage or mortgages.

How advanced search with multiple criteria works

If you set multiple search criteria with the Add condition icon (+), then Content Search groups your criteria like this when you run the search:

• All Contains criteria are grouped (criteria within this group are linked by AND).
• All Does not contain criteria are grouped (criteria within this group are linked by AND).
• All Could contain criteria are grouped (criteria within this group are linked by OR).

Then the three groups of criteria are combined into one query and linked by AND. So the software searches for "the Contains group" AND "the Does not contain group" AND "the Could contain group."

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Saved Searches

You can define saved searches if your administrator has enabled this feature for you.

1. On the main view, click Saved Searches to display the Saved Searches view.
2. Click Manage Saved Searches.
3. In the Create Saved Search view, set the Search Basics and Search Criteria options. (Click Advanced for more options.)
4. Click Save or click Save and Run Search.
5. On the Saved Search view, click Update.