Chapter 8. Searching documents

Table of Contents

8.1. Simple search
8.2. Advanced search
8.3. Search results export
8.4. Search results customization
8.4.1. Adding new search results columns
8.4.2. Removing search result columns
8.4.3. Moving search result columns
8.4.4. Changing search result sorting

Nuxeo EP has its own search engine, designed to recognize all the specific parameters the application provides.

Documents are indexed using their title, description, content (note field, attached files), and metadata.

8.1. Simple search

Simple search can be accessed from any site page. At any time, you can search a document by typing keywords in the search box located at the upper right corner of the page and clicking the Search button.

Search results are displayed in a table. Click on the document's name to open it.

Nuxeo EP search engine uses boolean operators, to enable you to associate keywords. The Boolean operators used by Nuxeo EP search engine are:

  • AND: all keywords must be in the found documents.

    Example: you are looking for all the existing documents that concern a Nuxeo meeting. Type [meeting AND Nuxeo].

    Tip

    You can use the symbol && in place of the word AND.

  • +: the word after the + symbol must be in the found documents.

    Example: you are looking for documents that must contain "Nuxeo" and may contain "release". Type [release +Nuxeo].

  • -: The keyword after this symbol must not be in the found documents.

    Example: you are looking all the documents referring to the Nuxeo but not about meetings. Type [Nuxeo -meeting].

  • “” : You are looking for an exact phrase. Type your phrase in quotes.

    Example: Type [“Nuxeo EP 5.1 release”] so that the search engine only searches the documents that have this very phrase. Documents containing, for instance, the expression 'release of Nuxeo EP 5.1' will be ignored.

8.2. Advanced search

Advanced search enables you to search a document using more precise parameters. You can for instance specify metadata of the searched document or the date of specific events such as publication, creation.

To search document using detailed criteria:

  1. Click on the Advanced search link, located under the search box.

  2. Type your criteria in the Search criteria form.

  3. Possibly, choose your sorting criteria.

  4. Click on the Search button.

    Search results are displayed in a table. Click on the document's name to open it.

8.3. Search results export

You can export the results of your search as a MS Excel document. This enables you to save the search results to consult them later.

When you export search results as an Excel document, the exported document contains the same informations as the search results table. The default informations are the document's title, and its creation and modification dates.

To export search results, click on the Export Excel link, located above the search result table.

8.4. Search results customization

You can choose which informations are displayed on the results page. The default informations are the document's title, its creation date and its modification date. You can add or remove fields from search results display.

All users can customize search results columns.

8.4.1. Adding new search results columns

To add a new search results column:

  1. Click on the Advanced search link in the top rights corner of the page.

    The Search results columns form is displayed below the Search criteria form.

  2. Select a schema.

    • The Uid schema includes versioning informations.

    • The Dublincore schema includes metadata informations.

    The fields corresponding to the selected schema are displayed in the Field selection list.

  3. Select the field to add and click on the Add field button.

    The new field is added at the end of the result columns.

8.4.2. Removing search result columns

To remove a column, click on the icon after the column name.

8.4.3. Moving search result columns

You can move the search results columns to modify their order. To move a column, drag it and drop it on the column at the place of which you want it to be. For instance, from the screenshot above, if you want the Description column to be the second one in the table, drag it and drop it on the Creation date column. The Description column replaces the Creation date column, and the Creation date column takes the place of the Description one.

8.4.4. Changing search result sorting

You can sort the results on any of the search results column. You can also change the order direction.

To change the sort criteria of search results:

  1. On the Search results columns form, in the Order by field, select the column you want to use to sort the search results.

  2. In the Order direction field, select if you want to order search results in an increasing or decreasing order.