Content Management Guide

CHAPTER 18

Searching Content

This chapter describes how to use the Autonomy search engine to search content in the CMS Administration Console. It has these sections:

 
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Setting up the CMS Administration Console search facility

The search facility of the CMS Administration Console uses the Autonomy search engine (Dynamic Reasoning Engine, or DRE). The Autonomy DRE uses conceptual pattern matching, which is a more sophisticated form of searching than keyword-based full-text searching.

Before you can use the search facility in the CMS Administration Console, you must:

After you have configured you environment for the Autonomy DRE and configured the search options for your project, you can use the search facility in the CMS Administration Console.

 
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Using the search facility in the CMS Administration Console

Procedure To perform a search in the CMS Administration Console:

  1. Enter content mode by clicking the Content button in the toolbar.

  2. Select the Search View tab.

  3. In the Search Pane:

    1. Enter the word or phrase you want to search for in the Search Text box.

    2. (Optional) Set any other search options you want to use to refine your search. See Search options.

    3. Click the Search button:

      searchButton

The search view   In the search view:

If you are not getting the results you expect   If the search facility is not finding documents you expect it to find:

 
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Search options

In the Search Pane you can set a number of options to refine your search:

searchPane

The following table explains how to use the search options:

Option

How to use the option

Search Text

Enter the word or phrase you want to search for.

Query Type

Select the type of search you want to perform:

  • Conceptual or keyword search (the default)—When this type is selected, the DRE uses conceptual pattern matching by default.

    If you use semicolon notation (for example: silk;+worm;) the search engine performs a keyword search based on the number of occurrences of the terms, rather than on their conceptual relevance.

  • Proper Name Search—When this type is selected, the search engine treats the search text as a proper name, and performs a conceptual search accordingly.

Min. weight

Enter the minimum weight for a document to be displayed in the content list.

The weight of a found document is a measure of its relevance to the search text. The search engine assigns a percentage value to each document, with 100% representing the greatest possible relevance.

Max. number of results

Enter a number that specifies the greatest number of documents you want to be displayed in the content list.

Sort by

Select a sort order from the dropdown list. The available choices are:

  • weight (the default)

  • date

  • weight and date

Search Within Date Range

Select this check box if you want to restrict the search to documents created within a specified time period. For both the From and To dates, enter the day, month, and year in the corresponding text boxes.

Batch Mode

Check this check box if you want a subset of the found documents to appear in the content list.

When using batch mode, it is helpful to think of the full set of found documents as an array, ordered according to the sort order you indicate in the Sort by box.

The documents that are displayed are selected from the full set of found documents, based on the numeric values you enter in the Start and Size boxes:

  • Start—Specifies the position of the first document (from the full set of found documents) to be displayed in the content list. Like array elements, the order of the documents in the full set of found documents begins with 0.

  • Size—Specifies the total number of documents you want to be displayed in the content list, beginning with the document specified by the Start value.

Example    Say you perform a search without using batch mode that returns six documents. Then you repeat the search in batch mode, indicating a Start value of 1 and a Size value of 3.

The search now returns the second, third, and fourth documents from the original set of found documents, based on the order in which they initially appeared in the content list.

Field Search

Enter a field search expression.

The syntax of a field search expression is:

  fieldname1=value1 operator fieldname2=value2 ...

where:

  • fieldname is the name of an extension metadata field you have created, or one of these standard metadata fields:

    • AUTHOR

    • CONTENTSIZE

    • CREATED

    • DOCABSTRACT

    • DOCID

    • DOCNAME

    • DOCTYPEID

    • DOCTYPENAME

    • EXPIRATIONDATE

    • FOLDERID

    • LOCKEDBY

    • MIMETYPE

    • PARENTDOCID

    • PUBLISHDATE

    • PUBLISHSTATUS

    • STATUS

    • SUBTITLE

    • TITLE

    • UPDATETIME

  • value is the field value you are searching for

  • operator is either:

    • AND

      or

    • OR

Example    If you want to limit your search to all HTML documents written by user admin, the field search expression you would use is:

  author=admin AND mime-type=text/html

Suggest More

If you want to find documents related to a document that was found by previous search, select that document in the content list and click the Suggest More button.

The list of documents found by the previous search is replaced by a list consisting of the selected document and any related documents.




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