Text Search Queries

A text search query enables you to search for words or phrases in selected sources, nodes, sets and/or annotations.

Text search queries can provide a quick way of coding your sources—you can search for words in a document and code each occurrence at a specific node. For example, you could code each occurrence of fun at the node enjoyment . To code the words or paragraph around the search word, use the Spread Coding option on the Query Options tab.

To create a text search query:

1. In Navigation View, click on Queries.

2. On the Main toolbar, click the New button:

3. Click the Text Search Query in This Folder option.

The Text Search Query dialog box is displayed.

4. Enter search text and other criteria in the Text Search Criteria tab  

   Option	Description
   Search for	Enter the words you want to search for—enjoyfun will find all items that contain enjoy or fun. To find a phrase use double quotes "social interaction". You can also use special characters and boolean operators to refine the search. The search is not case-sensitive—the combination of upper and lower case letters does not matter.
   Search In	Select whether you want to search in text and/or annotations.
   Of	Select the project items you want to search. To search for specific items: Click SelectedItems in the drop-down list. The Select Project Items dialog box is displayed. On the left, click the required folder. Click the folder check box to include all items in the folder. On the right, click the check boxes for the required items. To select all nodes under a parent node, click the Automatically select hierarchy checkbox. You can use the Filter button to limit the display to items that match specific criteria—refer to Finding Project Items by Name for more information. Click theSelect All button to automatically select items matching the criteria. Click OK To search for items in selected folder: Click theItems in Selected Folders option. Click the Select button. Click the check boxes for the required folders. Click OK.
   Where	Search in items that were created or modified by selected users. To select specific users: Click the required option in the drop-down list. The Select Project Items dialog box is displayed. On the right, click the check boxes for the required users. Click OK.
   Stemmed Search	Check the box to conduct a 'stemmed' search. A stemmed search enables you to find words with the same 'stem'  as the word entered in the Search for field.   For example, a stemmed search on Connect will find: Connect Connected Connecting Connection Connections
   Stemmed searches do not work for languages other than English and cannot be used in phrased searches (words enclosed in double quotes).

5. If you want to save the query, click the Add to Project checkbox at the top of the dialog. Enter a name and description in the General tab  

   Option	Description
   Query type	Displays the type of query you are creating. You cannot change the contents of this field.
   Name	Enter a name for the query.
   Description	If required, enter a description of the query.
   Location	Displays the folder that contains the query. You cannot change the contents of this field.
   Created	Displays the date and time the query was created. You cannot change the contents of this field.
   Modified	Displays the date and time the query was last modified. You cannot change the contents of this field.

    

6. Determine how the query results are stored in the Query Options tab  

   Option	Description
   Option	From the drop-down list, select how you would like to save the results of the query: Preview Only Displays a list of matching project items. Create Results as New Node Creates a new node, codes all occurrences of search text at the node, and saves it in the selected node folder. Merge Results into Existing Node Codes all occurrences of search text at an existing node. Create Results as New Set Creates a new set that includes all project items matching the search criteria. Add Results to Existing Set Saves the search results in an existing set. Click the Select button and choose the destination set. Create Results as New Node Hierarchy Saves the results as a tree using the node name as the parent and matching items as the children.
   Location	If you are saving the results as a new node, click the Select button to define the location. For example, to save the results as a new free node, select the Free Nodes folder.
   Name	If you are saving the results as a new node or set, enter a name for the new item. If you are merging the results into an existing node or set, click the Select button and choose the destination item. Its name is displayed in the Name field.
   Description	If required, enter a description for the new node or set.
   Spread to	Refer to Spread Coding to the Context for more information.
   Open results	Click this checkbox to display the query results in Detail View. This option is only available if results are saved as a node.
   Create results if empty	If the query does not return any results, click this option if you want to create an 'empty' node regardless. This option is only available if you have chosen to save the results as a new node, set or node hierarchy.

7. To save the query properties without running the query, click OK.

8. To run the query, click the Run button.

About the Relevance Rating

When you preview the results of a text search, items are displayed with a Relevance percentage—a common ranking technique used by internet search engines. The relevance ranking indicates the 'best match' for the scope and criteria you have defined and is derived from:

• The relevance weighting defined for a word (use the Special Characters button to insert a relevance weighting)

• The number of Items included in the search scope

• The number of finds in the search scope

• The number of finds in a particular scope item

• Criteria in your query

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