Knowledge Base Search

Search Options

A variety of search options, including the ability to search using terms or phrases, can be used to find information in the Knowledge Base. Search options include:

When searching using a phrase, the group of words need to be entered in the Text field within double quotation marks, for example, "user account access". Complex searches can be conducted using a combination of phrases or terms with boolean operators.

 

The boolean operators (i.e., AND, NOT, OR, +) must be entered as uppercase letters. For example:

 

To further control the boolean logic, more complex searches can be conducted. For example, to search for either "user" or "account" and "access", the search words would be entered as: (user OR account) AND access. This will return results where "access" must be included, while either term of "user" or "account" is found.

 

Fuzzy logic searches using the '~' (tilde) can be performed on a single word term with the '~' at the end of the word. A value between 0 to 1 can also be applied to the search, where the value closer to 1 ensures terms with higher similarity are matched. If a value is not defined, the default of 0.5 is applied to the search. For example, roam~ should return results with similar spelling, like foam and roams. The search term of roam~0.8 might return words like roams, roamed.

 

Wildcards can be used to replace single character '?' and multiple characters '*' in search terms. For example, te?t, test* or te*t.  Wildcards can not be used as the first character of a search.

 

Proximity searches can be used to find words in a phrase within a specific distance away from the entered search term. To conduct a proximity search use "~" at the end of the phrase. For example, "user account"~10 will search for results where the word user and account are within 10 words of each other.

 

Escape character searches are also supported in the system and include:  + - & || ! ( ) { } [ ] ^ " ~ * ? : \

An example of using escape characters when searching for (1+1):2, requires the search syntax of \(1\+1\)\:2 to be entered. It should be noted that the '\' must be entered before the escape characters.

 

Field Searches

Within the system, full text searches can be conducted on specific fields, these include:

Search Screen

Fields

Knowledge Base

Title, summary, body, attachments, itemtype, classification, and custom 1-5.

Forum

Title, content and author (last name).

 

To search on a specific field, within the Term or All Text field enter the name of the field to be searched on followed by a colon and the term or text. For example, if searching for a specific Title, the Term or All Text search field would be completed as follows for the various search types:
 

 

Searching the Knowledge Base

To search the Knowledge Base:

  1. Go to Knowledge>Articles

  2. Click Search
    The Knowledge Search screen is displayed

    search_kb_options.png

  3. A search can be conducted using the Article Number or the All text field option
    The Advanced option allows searches to be made on specific Article Types (i.e., Articles, FAQs or Solutions), Item Types, Article Status, assigned Visibility, date last reviewed or updated and rating.

  4. Enter any term or phrase relevant to your query

  5. Click Search
    The results will be displayed in a table including the Article number and description.

  6. Click on an Article number to display the Article content.