KB User's Guide - Documents Tab - Searching for Documents

The Documents tab includes many ways to search for documents.

To search for documents in KB Admin Tools, click the Documents tab. By default all documents at In Review status are displayed.

Document Status Queues

The following links in the left side navigation menu act as short cuts to lists of documents by status. Click on any of these links to see a list of your KB group's documents of that status. For example, to see all documents with the status of "In Progress", click the In Progress link.

Filter Fields to Narrow your Document Search

In addition to the left side navigation links, document searches can be further refined by using the filter fields across the top of the screen.

Searches can be filtered by any or all of the following fields:

ID or comma delimited IDs

A document ID number or query string may be entered here. If a document ID is entered all other filters are ignored and that document is opened for review. If a query string is entered results from a keyword search will be returned for all documents whose title or keywords contain the query string entered. Case is ignored. All other filters will be used in a query string search. Click the Go button on the far right hand side to execute the search.

Search Term

Enter keywords here. Results from a keyword search will be returned for all documents whose title or keywords contain the query string entered. Case is ignored.

Keyword/fts

By default, Keyword searches are run. In this dropdown, you can choose from searches; Keyword and Full Text Search (FTS) with the query string and other filters.

Search/ Priority

By default, Keyword searches are run. In this dropdown, you can choose from searches; Keyword and Full Text Search (FTS) with the query string and other filters. You may also select a Priority for your documents; Top (document title preceded by 4 asterisks), High (document title preceded by 4 asterisks), Normal (no asterisks preceding document title), Low (is given the least priority and appears closer to the bottom of your search list) or Exclude (document can be set to active and will not be found in the live site using a keyword search. The only way to view a document excluded from search on the live site is to enter the exact document ID number.

Topic

Lists documents in the specified topic. Options to select All topics or No topics assignment are available in the drop down in addition to all topics set up in that KB group (must have drop down check box selected in Topics tab). The example below shows the topics in the KB User's Guide KB. The All topics selection is defaulted at the top of the list and the No topic assignment selection is defaulted at the bottom of the list.

Audience

Lists documents delineated by a specific Audience. Defaults to "all Audiences". Please see KB User's Guide - Documents Tab - Audiences for details.

Status

Use this drop down to limit results to documents of a specific Status. Choices are: Active, In Review, In Progress, Active/in Review, Active/In Progress, Inactive, Trash and All status. Below is an example of choosing documents that are in the status of Active/In Progress.

Type

Use this drop down to limit results to documents of a specific Type. Choices are: All types, Document, Glossary, Template.

Group

Use this drop down to limit results to documents of a specific Group. Choices are: My group, Other groups, All groups. Select Other groups so see all documents being shared in to your group.

Owner

Use this drop down to limit results to documents of a specific KB author or author/admin. Names are listed last name/ first name. By default All owners will be selected.

Site

Use this drop down to limit results to documents by internal and/or external site. By default, Internal or external will be selected. Choices are Internal or external, Internal and external, Internal only, External only, Internal all, External all.

sitefilter

Blog

Use this drop down to limit results to documents that have or do not have a blog. By default, No blog will be selected.


Relevance

View documents by relevance such as My/sharing groups, My Campus, My University System and Universal.

CampusAccess

Use this drop down filter to limit results to documents of specific a Site Access restriction(s) based on the presence/absence of a valid campus login. Choices are: Defer to SiteAccess, Ext/internal with campus login, Internal for all campus users. This setting defaults to All campus access options.

CampusAccessSelections

Limit

By default results are displayed 25 documents on a page. Use this drop down to adjust the number of documents displayed on a page, which can go as high as 800.

Go

Click Go to execute the search.

At the bottom of the page, a Save .CSV button on the right allows you to export the refined set of documents yielded by your search. Below that button, you will see pagination links. Finally, you will find comma delimited document ID number(s). This string of document ID numbers can be used to manage the documents in bulk, should you have the correct permissions.

See Also:




Keywords:kb knowledgebase knowledge base users guide tab searching search priority   Doc ID:5250
Owner:Teresa A.Group:KB User's Guide
Created:2007-01-04 18:00 CSTUpdated:2016-08-29 15:33 CST
Sites:KB Demo, KB Demo - Child Demo, KB User's Guide
Feedback:  1   1