Refine a Search Query

Refine your search results by selecting facets in the Filter tab. Depending on the data fields assigned by your Administrator, facets listed in the Filters tab will vary. Each facet selected displays a value of the total assets found beside the facet name. Each additional facet selected in the Filters tab recalculates the combination of assets found using the selected facets and lists other available facets assigned to the filtered assets found.

You can also narrow your search results by using the navigator to select a search location (volume and directory), and then the Filter tab to refine your search to particular facets.

Note: Some of the features described below are relevant only to Solr search The FullText Search engine provides limited ways to refine search results by specifying metadata facets, and limited features. For example, the following features are only available in Solr:

Facets are based on the available metadata of the displayed assets.

Numbers listed beside the metadata facets in the Filters tab indicate the total number of assets in that particular facet. Selecting additional facets updates the numbers to reflect the combination of your faceting criteria.

In this section:

•	Steps to Refine a Search Query

•	Refine Search Example (Solr Only)

•	Built-in Facets (Solr Only)

Steps to Refine a Search Query

To refine a search query:

1.	Once a search query has displayed the results in the Portal view, on the navigator, click the Filters tab.

(You can also just select a volume or expand a volume and then select a directory.)

2.	Select a filter facet to refine your search. The results are displayed in the Portal view.

Available only in Solr: Numbers listed beside the metadata facets in the Filters tab indicate the total number of assets in that particular facet. Selecting additional facets updates the numbers to reflect the combination of your faceting criteria.

3.	For Marquee theme users, you can also click Last Modified on or Created on, specify a date, and click Apply.

4.	Select another facet to refine your search further.

5.

The results of the assets using the combination of facets specified is displayed in the Portal View. In the toolbar, at the top of the Portal view, the selected facets are displayed. In addition (for Solr), the counts for each facet assigned to the assets found are recalculated in the Filters tab.Xinet Portal Exhibit theme - breadcrumb trail

6.	The search result is refreshed and displayed in the Portal view.

To clear individual filters (only available for Solr search):

• Click (X) beside each filter you want to remove

.

The number of total assets found is updated in the header and the Filter tab is updated.

To clear all filters:

1.	Click Clear all filters.

To return to the top level of your volume tree:

1.	On the bottom of the Portal interface, click Top Level or Home.

Refine Search Example (Solr Only)

The following example outlines how the interface updates, in the Filters tab, when selecting different facets to refine a search query. By default, all facet results matching a search are listed in the Filter tab. The total number of assets found is listed in the top the view. The selected facets are also listed. The total assets found to match the initial search query are displayed, the count and facet filter name is listed at the top of the interface. As you select other facets, the filter tab updates to reflect the search results of your selection. Each facet listed displays an updated number, reflecting the total of the combination of facets selected.

Note: The list of facets displayed on the Filter tab varies depending on the metadata applied to an asset and what the Administrator has defined for your Portal users’ view. All found custom facets (Data Fields), created by the Administrator, will also appear in the breadcrumb path beside the Created on date and Modified on date. In addition, as an Administrator, the number of facet types displayed in the Filters panel can be customized.

Built-in Facets (Solr Only)

The following is a list of default built-in facets that are part of the system. Additional facets are available based on the metadata model of your organization.

•

Stamp:

• Select Approved., Confidential, Department, Draft, and/or Experimental to refine your search.

•

Archived:

• Select True to refine your search to list archived files.

• Select False to refine your search to list non-archived files.

•	Kind/Creator:

• Select a four character string to view a list of the assets created by a particular Macintosh application.

• Click Show More to see a full list. Use the scroll bar to review this list.

•

Type:

• Select one or more file types to refine your search.

• Click Show More to see a full list. Use the scroll bar to review this list.

Last Modified:

Using the Exhibit theme, the following Last Modified options are available:

• Select one or more system last modified dates listed to refine your search.

• Click Show More to see a full list. Use the scroll bar to review this list.

• Alternatively, select a date by clicking on the calendar menu to select a predefined date range or create your own custom date range. The specified dates are displayed in the FROM and TO fields. Click Apply.

• Select a predefined date option from the menu and click Apply.

• Click Custom Range to create your custom date range and click Apply to view the results.

Created on:

Using the Exhibit theme, the following Created on options are available:

• Select one or more system creation dates listed to refine your search.

• Click Show More to see a full list. Use the scroll bar to review this list.

• Alternatively, select a date by clicking on the calendar menu to select a predefined date range or create your own custom date range. The specified dates are displayed in the FROM and TO fields. Click Apply.

Using the Marquee theme, the following Created on options area available:

• Select a predefined date option from the menu.

• Click Custom Range to create your custom date range and click Apply to view the results.