Advanced Search
Digest
Advanced Search offers a more fine-tuned search capability than the basic search, and is based on the asset name, asset path, asset contents, asset metadata fields, and/or asset types. In addition to the standard search term field, Advanced Search includes check boxes to select types of content to search for, and can be used to filter asset types and search for metadata fields.
FAQs
- Can I search for content in Cascade Server?
Cascade Server offers both a basic and an advanced search function, allowing content to be searched according to content, type, date, author, workflow status, and all metadata values.
Search results are listed with hyperlinks to each relevant asset for ease of navigation.
Global search and replace is available on the system level, as well as on individual pages as part of the WYSIWYG functionality.
Concept
Introduction to Advanced Search
When performing the search, only those assets for which the user has read or write access will display on the search results page. These results will stay in the system until the next search, which may be useful when reviewing multiple search result items.
FAQs
- Can I search for content in Cascade Server?
Cascade Server offers both a basic and an advanced search function, allowing content to be searched according to content, type, date, author, workflow status, and all metadata values.
Search results are listed with hyperlinks to each relevant asset for ease of navigation.
Global search and replace is available on the system level, as well as on individual pages as part of the WYSIWYG functionality.
Technical
Conducting an Advanced Search
To perform an Advanced Search:
- Select Tools ->Search -> Advanced
- Input search terms in one or more of the listed search fields:
a) Asset Name – The name of the asset being searched.
b) Asset Path – The folder name where the asset resides.
c) Asset Contents – The information contained within the asset.
d) Asset Metadata Fields – The metadata information associated with the asset.
e) Asset Types – Asset types that have check marks in their boxes will be searched.
- Click Submit to begin search.
Upon submitting a search, the assets matching that term will appear. By default, 15 assets will be listed per page with actionable icons for each search term.
- To view the layout of an asset, click the listed Name.
- To edit the asset, select the Edit icon.
- To copy the asset, select the Copy icon.
- To delete the asset, click the Delete icon.
- To jump to another page of results, select a page number or select Previous or Next below the search results for a page.
Advanced Search Terms
Cascade Server's search function supports fielded data. When performing a search you can either specify a field or use the default field. The field names and default field is implementation specific.
You can search any field by typing the field name followed by a colon ":" and then the term that you are looking for.
As an example, let's assume an index contains two fields: title and text, and text is the default field. If you want to find the document entitled "The Right Way" that contains the text "don't go this way", you can enter:
title:"The Right Way" AND text:go
or
title:"The Right Way" AND go
Since text is the default field, the field indicator is not required.
Note: The field is only valid for the term that it directly precedes; so the query:
title: The Right Way
Will only find "The" in the title field. It will find "right" and "way" in the default field (in this case the text field).
Boolean Operators
Boolean operators allow terms to be combined through logic operators. Cascade Server supports AND, "+," OR, NOT, and "-" as Boolean operators (Note: Boolean operators must be ALL CAPS).
OR
The OR operator is the default conjunction operator. This means that if there is no Boolean operator between two terms, the OR operator is used. The OR operator links two terms and finds a matching document if either of the terms exists in a document. This is equivalent to a union using sets. The symbol "||" can be used in place of the word OR.
To search for documents that contain either "Hannon Hill" or just "Hannon" use the query:
"Hannon Hill" Hannon
or
"Hannon Hill" OR Hannon
AND
The AND operator matches documents where both terms exist anywhere in the text of a single document. This is equivalent to an intersection using sets. The symbol "&" can be used in place of the word AND.
To search for documents that contain "Hannon Hill" and "Cascade Server" use the query:
"Hannon Hill" AND "Cascade Server"
+
The "+" or required operator requires that the term after the "+" symbol exists somewhere in the field of a single document.
To search for documents that must contain "Hannon" and may contain "Hill" use the query:
+Hannon Hill
NOT
The NOT operator excludes documents that contain the term after NOT. This is equivalent to a difference using sets. The symbol "!" can be used in place of the word NOT.
To search for documents that contain "Hannon Hill" but not "Cascade Server" use the query:
"Hannon Hill" NOT "Cascade Server"
Note: The NOT operator cannot be used with just one term. For example, the following search will return no results:
NOT "Cascade Server"
The "-", or prohibit operator, excludes documents that contain the term after the "-" symbol.
To search for documents that contain "Hannon Hill" but not "Cascade Server" use the query:
"Hannon Hill" - "Cascade Server"
Grouping
Cascade Server supports using parentheses to group clauses in order to form sub queries. This can be very useful if you want to control the boolean logic for a query.
To search for either "Hannon" or "Hill" and "website" use the query:
(Hannon OR Hill) AND website
This eliminates any confusion and makes sure that the website definitely exists and that either term Hannon or hill may exist.
Field Grouping
Cascade Server also supports using parentheses to group multiple clauses into a single field.
To search for a title that contains both the word "website" and the phrase "Hannon Hill" use the query:
title:(+website +"Hannon Hill")
Fuzzy Searches
Cascade Server supports fuzzy searches based on the Levenshtein Distance or Edit Distance algorithm. To do a fuzzy search, use the tilde symbol "~" at the end of a Single word Term.
For example, to search for a term similar in spelling to "roam" use the fuzzy search:
roam~
This search will find terms like foam and roams.