How to Search Keywords

This article provides both visual and written instructions for searching Reveal data for keywords.


Video Tutorial

HubSpot Video

Entering a term in the Search Bar at the top of the Dashboard or any of its views will start a Keyword search. There are many options available and a few syntactical things to keep in mind.24 - 02 - Keyword Search-2 

  1. The Dashboard (which offers visualizations through the Dashboard, the Grid, Clusters or Communications) features the Search Bar in its top center. 
  2. To begin a keyword search, enter a term in the Search Bar. We will start with a one-word example, raptor.24 - 01 - Select Search Keyword or Concept
    1. If you simply press ENTER, this will be treated as a keyword search by default.
    2. You may select All documents with keyword raptor to set this as a keyword search.
    3. You may select Discover concepts about raptor to begin a Concept Search.
  3.  All document counts, graphs, Filter lists and tables will update with results of the search, and the Results pane will open with document cards for the top items.
  4. The search may be refined with additional keywords or added Conditions (in Advanced Search) or Filters (from Filters in the Sidebar or as selected from bars in the Dashboard graphs).
  5. The search may also be enhanced with Concepts added under Add Conditions in Advanced Search or from a Clusters selection.

Keywords versus Concepts

  1. A Keyword is a word or phrase that directly matches material indexed in Project documents and when entered retrieves these documents.
  2. Concept is a word or phrase that is parsed by Reveal to suggest other possibly related content found in the project. See How to Search Concepts for more information.

Phrases and Special Characters

  1. Keyword Phrases must be entered between quotation marks ("") in order to be treated as a phrase and not a collection of words. 
  2. Concept Phrases are evaluated differently and may be entered without quotation marks.
  3. Keywords with special characters (e.g., "AT&T") must be entered between quotation marks ("") in order to be treated as a phrase and not a collection of legal and illegal characters. 
  4. Proximity is expressed as <term1> w/# <term2>, for example ice w/2 soda.
  5. Wildcard search is currently limited to the asterisk (*), and will interpret * as zero or more characters.
  6. Negative: Reveal supports A AND NOT B, and A OR NOT B, but does not support A NOT B.
  7. Common words are treated differently in Reveal 11. Reveal 11 uses different Elasticsearch analyzers: instead of using the StopFilter to keep common words from being indexed, the CommonGramsFilter is used instead to support efficient searching of common words. 

 

Last Updated 11/10/2022