Chapter 10: Searching a Repository

Engineering Knowledge Manager

User's Guide |

9.11. Viewing Revision History |  | 10.1. Searching by Keyword
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## Chapter 10: Searching a Repository

EKM provides you with keyword and advanced property search tools that you can use to search a repository and retrieve objects that are stored or referenced by EKM. Both of these search tools are easily accessed from the page bar in the Data section.

Figure 10.1: Search Tools on the Data Page

## Search Methods

A keyword search can be used to quickly search EKM for all objects in a repository that have the specified keyword in their properties or file content. You can execute a keyword search by entering a word in the search box and then pressing Enter or clicking the search icon. See Searching by Keyword.

An advanced search can be used to conduct a more directed search on object properties. For example, you may want to search for a specific file type, and/or search by properties such as `Created By` or `Date Modified`. To perform an advanced search you click the Advanced link next to the search box on the menu bar, and then enter search criteria in the Advanced Search dialog box. For pages and folders, you can also open the Advanced Search dialog box by selecting (More) > Search from the toolbar or context menu. For more information see Performing an Advanced Search.

If you know the path to an object you can enter it in the search box to quickly navigate to that object. See Searching for an Object by its Path.

## Search Results

When performing keyword or advanced searches, search results are displayed in the file list window. By default, results are displayed in list form on the List tab. Clicking on an item in the list takes you to that item in EKM. You can also display search results in a tree by selecting the Tree tab. The tree display enables you to view the EKM folder that each found object is contained in. You can expand and collapse the tree to change the number of objects that are displayed. You can also click on any item in the tree to go directly to that item. For more information see Displaying Search Results.

When you enter a path to an object, you will be taken directly to the object rather than being presented with a list of search results.

## Saved Queries

You can save your search queries in /Home/My Queries (or /Administration/Shared Queries if you have access). Once saved, you can edit the query, re-execute it, and make a private query “public” so that it can be shared with other users in your workspace. See Managing Queries and Search Results for full details.

Clicking on the arrow to the right of the Advanced button will display a pop-up window that contains a list of saved queries. When you select a saved query from this list, the query will immediately execute. Queries on the Shared Queries page are ones that users in your workspace have elected to share with others. Queries on the My Queries page are your own private saved queries.

This chapter presents information on how you can use keywords and advanced search tools to search and retrieve any object in EKM, as well as how to manage your search results. The following topics are covered:

- Searching by Keyword
- Performing an Advanced Search
- Searching for an Object by its Path
- Displaying Search Results
- Searching Results for Report Content
- Managing Queries and Search Results

For specific information on searching a catalog, refer to Searching a Catalog in the Catalogs chapter.

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