How to Expand and Refine a Search

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i_blueNote that NE and tile search results are built and managed independently. Controls on the NE side of the search results screen control NE results, and controls on the tile side of the search results screen control tile results.

 

To expand a search by name (add more NEs or tiles to search results):

1.Click MODIFY at the bottom of the NE (left)  or tile (right) column, to get the dropdown menu

search engine - modify search menu

2.Select Expand search by name.
3.On the dialogue box, enter the name and click OK.

 

To refine a search by name (search within results):

1.Click MODIFY at the bottom of the NE (left)  or tile (right) column, to get the dropdown menu

search engine - modify search menu

2.Select Refine search by name.
3.On the dialogue box, enter the name and click OK.

 

To expand a search by fields (all fields except dates):

1.Click MODIFY at the bottom of the NE (left)  or tile (right) column, to get the dropdown menu

search engine - modify search menu

2.Select Expand search by fields.

search results - advanced expand main

1.Click the appropriate field type from the options on the left column
book field icon = book field
date field icon = date field
list field icon = list field
text field icon = text label field
check field icon = check box field
rank field icon = rank field

This will call up a menu like this:

search results - advanced expand check

In this example, a check field was selected. Menus are slightly different depending on which field you are searching.

3.Type in either the field content text in the left hand box or the field title that you want in the right hand box, or both, then
4.Click OK. All NEs or tiles that meet the new criterion will be added to the search results.

 

To refine a search by fields (all fields except dates):

2.Click MODIFY at the bottom of the NE (left)  or tile (right) column, to get the dropdown menu

search engine - modify search menu

3.Select Refine search by fields.

search results - advanced refine main

2.Click the appropriate field type from the options on the left column
book field icon = book field
date field icon = date field
list field icon = list field
text field icon = text label field
check field icon = check box field
rank field icon = rank field

This will call up a menu like this:

search results - advanced refine text and title

In this example, a book field was selected. Menus are slightly different depending on which field you are searching.

5.Type in either the field content text in the left hand box or the field title that you want in the right hand box, or both, then
6.Click OK. NEs or tiles that don't meet the new criterion will be removed from the search results.

 

To expand or refine a search by date field:

1.Click MODIFY at the bottom of the NE (left)  or tile (right) column, to get the dropdown menu

search engine - modify search menu

2.Select Expand search by fields or Refine search by fields. You will get this dialogue box:

search results - advanced refine main

3.Select date field icon from the left column.
4.The field options in the left column will be replaced with the date selector: search results - advanced refine dates
5.Click the top date to determine the start date for the search.The calendar will appear.

date field - calendar

6.Determine the start date by any combination of:
Click date field - calendar - backward year to move backward one year
Click date field - calendar - backward month to move backward one month
Click date field - calendar - forward month to move forward one month
Click date field - calendar - forward year to move forkward one year
Click date field - calendar - today to move directly to today's date
Click rank field - max-min dialogue box - up in the year display to move forward one year
Click rank field - max-min dialogue box - down in the year display to move backward one year
Type a year in the year display to jump to that year
Click a number on the calendar to select that date

then click OK.

7.Click the bottom date on the date selector search results - advanced refine dates on the left side of the dialogue box to determine the stop date, and proceed exactly as you did, this time setting the stop date.
8.In the Component Title box, enter the title of the field. This box can be left empty.

 

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