Add New Search Criteria

Add New Search CriteriaThe Add New Search Criteria section of the collection configuration interface allows you to set one or more criteria that will control the information that your collection searches for in Plone and displays.

To add a criteria you simply choose an option from the Field name drop down box, then choose Criteria type from the second drop down box (see image on right), and then click add criteria.

What happens next depends on which which field you choose and on which criteria type you choose in combination with that field.

What follows is an explanation of what all the various options in this list mean and how you might begin to configure them.

When you add a criteria, a table will appear at the top of the page that will allow you to further configure your chosen option. If you choose more than one criteria then those options will appear on multiple rows of the aforementioned table (see image below). When you add a criteria and configure it you must save it or you will lose your changes. You can remove criteria at any time by selecting the corresponding check box in the left column of the table and clicking the remove button.

Setting search criteria

There are numerous options and possible combinations here so if you run in to trouble and need help then please feel free to contact the webteam for assistance (ithelp@le.ac.uk).

An explanation of the search criteria options

A key thing to consider as you explore the various collection criteria is how powerful they can be as a search tool when used in combination. e.g. searching for documents that contain a particular word is useful but it becomes more useful if you can specify a location as well.

Don't forget that once you've chosen your collection's search criteria you may also want to set a sort order for the information it pulls in.

Categories

'Categories' refers to the keywords used to describe an item in Plone e.g. find me everything tagged with the keyword 'Africa'. The criteria type you choose will affect the type of search you can do:

  • Select values from list - The keywords list you can choose from is the standard key word list available throughtout Plone and the News system (eBulletin as was).
  • Text - Specify a text value and plone will search for matches with this amongst the keywords of items.
  • List of values - This option allows you specify multiple values to search for in the keywords e.g. go and find all the documents that have the words Africa and/or India and/or Asia in their keywords.

Creation Date

'Creation Date' allows you to find content in Plone that was created during a specific time period. When you choose Creation Date as a criteria you are given the opportunity to set values to control the time period. You can do this in two ways depending on which criteria type you choose:

  • Relative date - You can specify your time period relative to the current time e.g. in the last 3 months
  • Date range - You can specify your time period as being between a very specific range of both dates and times e.g. between 10am on tuesday and 3pm on friday.

Creator

'Creator' allows you to search for content that has been created by a specific user. The list of possible options you are choosing from when you add this search criteria consists of the CFS usernames of anyone who has created something in the University of Leicester plone site. The criteria type you choose allows you to customise this search:

  • Select values from list - Pick a specific username from the list of available users.
  • Restrict to current user - Restrict your search parameters to content created by you.
  • Text - Search for any username that matches the value you've entered - which would allow you to be less specific e.g. find content created by all users with xy in their username rather than just xy123.
  • List of values - As a text search but with the option to enter multiple values e.g. find all content created by bz33, dy55 and jy87.

Description

'Description' allows you to search for any content in Plone that has something in it's description field that matches the text value you specify. There is only one search criteria for this - text.

Effective Date

Effective date is the time and date that an item becomes publically available - using this criteria would allow you to search for all items in Plone meeting that criteria e.g. show me all items that are set to become available next week. You can do this in two ways depending on which criteria type you choose:

  • Relative date - You can specify your time period relative to the current time e.g. in the last 3 months
  • Date range - You can specify your time period as being between a very specific range of both dates and times e.g. between 10am on tuesday and 3pm on friday.

End Date

End Date refers to the specified end date and time of an event. As with the other time related criteria you are given an interface to specify the period of time precisely. e.g. find all events that have an end date in the next 3 months. You can do this in two ways depending on which criteria type you choose:

  • Relative date - You can specify your time period relative to the current time e.g. in the last 3 months
  • Date range - You can specify your time period as being between a very specific range of both dates and times e.g. between 10am on tuesday and 3pm on friday.

FeedItem Updated

This item is in the list but is not currently supported - please don't use it.

Item Type

Item Type refers to the different item types that are available in Plone. There is only one search criteria for this - Select content types.

  • Select content types - When you choose this search criteria you are presented with a list that contains all the item types currently in Plone. e.g. find all blogs, find all plone pages, find all events.

Location

The location criteria allows you to search for content in a specific location in Plone. The are two search criteria variants to choose from:

  • Location in site - When you choose this criteria you are prompted to add one or more folders locations which you can set by browsing to them and choosing the insert option. You can also choose whether or not to search sub-folders. e.g. find all content in the Department of History folder.
  • Location in site relative to the current location - Choosing this option allows you to specify a location for search by specifying a relative path e.g. '../foldername' to search a sub folder/

Modification Date

Modification Date refers to the time and date an item in Plone was last modified. As with the other time related criteria you are given an interface to specify the period of time precisely. e.g. find all the pages that were last modified more than a year ago. You can do this in two ways depending on which criteria type you choose:

  • Relative date - You can specify your time period relative to the current time e.g. in the last 3 months
  • Date range - You can specify your time period as being between a very specific range of both dates and times e.g. between 10am on tuesday and 3pm on friday.

Related To

Plone pages carry the option to specify related (referenced) content - which is browsed for and appears as a related items links list at the bottom of a page. Any content that has been picked out as being 'related to' something else in this way forms a subset that can be searched using this criteria. e.g.find all pages marked as related to the Alumni and Development site. There is only one search criteria type for this field - Select referenced content.

Search Text

This criteria allows you to do a simple text string search of the content of plone items for a match. e.g. find all pages that include the word 'teaching' in their content. There is only one search criteria type for this field - Text.

Short Name

All items in Plone have both a long and short name. This criteria allows you to do a simple text string search of the short names of plone items for a match. e.g. find all pages that include the word 'genetics' in their short name.

  • Text - Specify a text value and plone will search for matches amongst the shortnames of items.
  • List of values - As above, except you can specify multiple values to search for in the shortnames. e.g. find all content with apple and/or orange in the shortname.

Start Date

Start Date refers to the specified start date and time of an event. As with the other time related criteria you are given an interface to specify the period of time precisely. e.g. find all events that have a start date in the next 6 months. You can do this in two ways depending on which criteria type you choose:

  • Relative date - You can specify your time period relative to the current time e.g. in the last 3 months
  • Date range - You can specify your time period as being between a very specific range of both dates and times e.g. between 10am on tuesday and 3pm on friday.

State

The State criteria refers to an item's workflow state in Plone e.g. published, private, etc. This criteria can be used to find content that is in a particular state e.g. find all pages in the history site that are unpublished. There are three ways to specify your search criteria:

  • Select values from list - Pick a state from a list of available workflow states.
  • Text - Specify a text value and plone will search for matches with this amongst the workflow states of items.
  • List of values - This option allows you specify multiple values to search for in the workflow states of items e.g. go and find all the documents that have the workflow states published and/or private.

Title (text search)

This criteria allows you to do a simple text string search of the title of plone items for a match. e.g. find all plone items that include the word 'distance learning' in their title. There is only one search criteria type for this field - Text.

Title (transformed for sorting)

This item is in the list but is not currently supported - please don't use it.

Don't forget that once you've chosen your collection's search criteria you may also want to set a sort order for the information it pulls in.

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