Defining Search Queries (Simple View) 

Use

This section describes how you create a search query for a category in a query-based taxonomy. The description refers to the simple view.

 

Prerequisites

The categories must already exist. You cannot create new categories in the Taxonomy Query Builder iView.

 

Procedure

You are in the Taxonomy Query Builder iView.

...

       1.      If there are several query-based taxonomies in your system, a dropdown list is displayed in the top left-hand corner. Choose a taxonomy.

 

       2.      In the tree, choose a category for which you want to define a search query.

 

       3.      Select a property and a relational operand, and specify a value.

The system dynamically offers a selection of suitable relational operands according to the document property. For some properties, the system also offers a selection of possible values.

 

For example, you can use the property Created By to search for documents written by a particular person.

You can use the property Folder to restrict the search to a particular sub-tree of a repository. The system searches the specified folder including all subordinate folders.

 

Examples of Search Queries

Search Query	Description
The folder is /documents/Public Documents	Documents in the folder /documents/Public Documents and all subordinate folders.
The folder is /documents/P*	Documents in all folders beneath /documents that begin with the letter P, and in all their subfolders.

You can use asterisks (*) as placeholders. If you do so, the system carries out a validity check for the specified value.

 

       4.      You can enhance search queries as follows:

¡        You can use the Duplicate function link to add an additional condition for the same property. In the simple view, conditions with the same property are always linked with OR. This means that the search query finds all document with at least one of the conditions.

¡        Use the Add pushbutton to add an additional condition for any property. In the simple view, conditions with different properties are always linked with AND. This means that the search query finds all documents that meet both conditions.

If you want to formulate complex expressions, go to the advanced view. Certain search queries (for example, Content contains ‘mouse’ AND Content does not contain ‘computer’) can only be formulated in the advanced view.

 

       5.      Choose Check to check that your search query is complete.

 

       6.      Save the search query.

Categories for which you have defined a search query are indicated by a symbol in the tree.

 

       7.      When you have defined all search queries or completed making changes to existing search queries, choose Update.

The system executes all search queries that you have changed or newly created. The documents found are classified into the categories. This process can take some time. For information on the current status of the update, use the Taxonomy Status link.

If there are documents in the queue that still need to be indexed, the system cannot currently check whether these documents meet the requirements of the search queries pertaining to the categories. If this is the case, a message on the screen tells you that the system will carry out the update again later on. You can monitor the queues in the TREX monitor.

 

See also:

Defining Search Queries (Advanced View)

Copying and Including Search Queries