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Searching for Files and Folders: Using Search in OpenText Core

Beyond searching for content by filename or folder name, document content can be included in search results as well, based on the following search syntax:

Syntax and Operators

Phrase Search

This search
will produce results for a phrase appearing in both filenames and within file
content.

Search Method:

1)      In the OpenText Core Search Bar

2)      Format: “Phrase” (including
quotation marks)

3)      Default result set will be phrases
in exact order for documents and phrases within documents

Example:

1)      The phrase Liquidated Damages
appears in both a filename as well as within the text of another document
without the phrase in its title.

2)      In OpenText Core > Quick Search Bar
> Entering “Liquidated Damages” will produce the search results of a) Filename
“AAA Construction Ltd. - Liquidated Damages Definition 2018” as well

b) a file titled “East Dam Hydroelectric Road Repair Contract” > a) has the
phrase in the filename, b) has the term “liquidated damages” in the document
contents.

Proximity Search

This search
will a produce result set similar to Phrase, but in a “relaxed” way such that
the order of words in a phrase can be out of order.

Search Method:

1)      In the OpenText Core Search Bar

2)      Format: “Phrase”~1 (including
quotation marks followed by ~1)

3)      Result set will include filenames
and files with content matching the search phrase that may or may not be in
order (not next to each other).

Example:

1)      The phrase “Asphalt Pedestrian
Pathway” appears in the content of a file called “East Dam Office Entry Project”
as well as in the content for a file named “East Dam Hydroelectric – Master Project
List” (as Pathway for Pedestrians – Asphalt) and in the content of a
spreadsheet named “East Dam Project Materials,” that includes “Asphalt for
Pedestrian Pathway”

2)      In OpenText Core > Quick Search
Bar > Entering “Pedestrian Pathway” will produce a result set including the above-mentioned
files.

Comments

  • Search - con'd

    Fuzzy Search

    This search
    method is ideal for finding files and content that have phrases that are misspelled
    or otherwise out of context. In other words, the phrase is “close” to the
    search pharse.

    Search Method:

    1)      In the OpenText Core Search Bar

    2)      Format: “Phrase”~ (including
    quotation marks and tilde). NOTE: The nearest match can be controlled by a
    number following the tilde – as in “Phrase”~2, which will allow for a wider
    latitude of error.

    3)      Default result set will be phrases closest
    to the “fuzzy” phrase.

    Example:

    1)      The phrase “Asphalt”~2 is entered in
    the OpenText Core Quick Search Bar.

    2)      The result set will include a) A
    file with the name “East Dam Asfhalt Pathway Contract 2018”, b)  a document folder with the misspelled name “Aspphalt
    Suppliers” and c) a file with content “The supplier will provide all materials,
    including concrete and aspfault.”

    Boolean Operators

    Boolean
    operators connect your search words together to either narrow or broaden your
    set of results.

    AND Operator

    This can be
    used with a keyword/phrase AND another keyword/phrase or a double ampersand
    (&&). When using the text “AND” in a search, it is case sensitive.

    Search Method:

    1)      In the OpenText Core quick search
    bar

    2)      Format: “phrase AND phrase” or “phrase
    && phrase”

    3)      Result set will include files with
    both phrases in the filename as well as documents with both phrases within the
    content.

    Example:

    1)      A query for “Employment AND Arlene Kight”
    is entered

    2)      The result set will include a file
    with the name “East Dam Employment Contract – A Kight”, a PowerPoint
    presentation called “ILTA Presentation 2018” with content relating to “Employment
    Law” with “Arlene Kight” as the presenter, and several documents referencing “employment”
    and “Kight Partners” are returned.

  • Search Con'd --- 

    OR Operator

    This
    operator is used to generate result sets with either phrase in a search query.
    Keywords/phrases are separated with the text OR, or a double-pipe ||. When the
    text operator is used, “OR” is case sensitive.

    Search Method:

    1)      In the OpenText Core quick search
    bar

    2)      Format: “phrase/keyword OR phrase
    keyword” or “phrase/keyword || phrase/keyword”

    3)      Result set will include files with
    either phrase/keyword in the filename as well as files with either search
    phrase/keyword in the file content.

    Example:

    1)      A query for “C-1234 OR C-2345” is
    entered by a user looking up project files for a sub-contract of the East Dam
    Hydroelectric project.

    2)      The result set will include files
    for “C-1234 – Entry Gate”, “C-2345 – Security Office” as well as several
    documents, including a “East Dam Plant - Project Charter” that references both “C-1234”
    and “C-2345” in the file content.

    NOT Operator

    Using the
    NOT operator in a search query will exclude the second phrase or keyword from
    the result set. The phrase/keyword to exclude is separated from the desired
    search phrase by text, NOT (case sensitive) or an exclamation mark “!”.

    Search Method:

    1)      In the OpenText Core quick search
    bar

    2)      Format: “phrase NOT phrase” or “phrase
    ! phrase”

    3)      Result set will include filenames
    with only the desired search phrase, even when both search phrases are present
    in the filename. Files with content that includes the desired search phrase but
    not the phrase to be excluded will not be returned.

    Example:

    1)      A query for “AAA Construction NOT C-1234”
    is entered by a user looking for files related to a contractor, AAA Construction,
    that are not related to the project C-1234.

    2)      The result set will include a file
    called “Approved Contractors” that has AAA Construction listed in the contents,
    a file called “Road Repair for East Dam Bid” with AAA Construction in the
    content, another file called “AAA Construction Contact Information” but NOT a file named “C-1234 Awarded to AAA
    Construction” or a file with AAA Construction bid for project C-1234 in the
    content.


  • Search Con'd 

    Grouping Boolean Operators

    Operators
    can be grouped using parentheses with an order of precedence. By default, the
    AND operator has higher priority than the OR operator.

    Search Method:

    1)      In the OpenText Core quick search
    bar

    2)      Format: “keyword/phrase AND
    keyword/phrase OR keyword/phrase”

    3)      Result set will include filenames
    and files with content that matches the search query – keyword AND keyword OR
    keyword in the above example.

    Example:

    1)      A query for “Kight AND legal OR
    employment” will return files that match the first two keywords/phrases as well
    as any files with content or filenames that include the third keyword phrase.
    Files named “Employment Agreement –  Legal
    Dept - Arlene Kight” and “Kight Legal Associates Contract” will be returned.

    2)      Queries can be parsed with
    parentheses to fine tune the results – such as “phrase AND (phrase OR phrase) –
    this will return results for files that include the desired phrase as well as
    include one of two optional phrases. These “complex Boolean” search queries can
    be built using any combination of AND, OR, NOT.


  • Search Con'd

    Unary Operators

    Two simple unary operators make it possible to force the inclusion or exclusion of keywords/phrases. By entering “+” or “-“ in front of the search phrase, the keyword/phrase will be forced or removed from the result set.

     

    Search Method:

    1)      In the OpenText Core quick search bar

    2)      Format: To force inclusion of a phrase/keyword, use “+phrase/keyword” – to exclude a phrase or keyword from the result set, use “-phrase/keyword”

    3)      The result set will be returned with or without the phrase/keyword, depending on whether the “+” or “-” operator is used

    Example:

    1)      A query for “ East Dam Hydroelectric +Employment Agreement” is entered and results for all filenames and files with content with the phrase East Dam Hydroelectric plus “Employment Agreement” are returned.

    2)      A query for “CTX1290 -Maintenance” is entered by a user looking for documentation on a product numbered CTX1290 but does not want anything to do with maintenance (such as a maintenance manual).