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Search for Files

Type search terms into the Search bar to find files in your Content Library.

  1. In the Search bar, enter a search term.
    For more information about the supported search syntax, see Advanced Search.
    Search bar in Heretto.
  2. Click a file to navigate to the file location in the Content Library.
  3. If the file you're looking for does not display in the top matches, press Enter to view all search results and open the Search tab.
    For more information, see Filter Search Results.

Filter Search Results

Filter search results using the Search tab to refine the number of results and find the file you're looking for.

  1. Enter a search term into the Search bar and press Enter.
  2. Optional: In the dialog, narrow your search results by selecting a folder or collection to search in.
    narrowing search results
  3. In the Search tab, narrow your search results by applying filters.
    Note: The available filters may vary.

    If you only want maps to show in your results, check the Map checkbox under Content Type.

    filtering maps in the search results
  4. Optional: Sort the results by clicking the column headers in the Content Library.

Filters Overview

You can sort and filter the search results in the Content Library to quickly identify relevant resources.

Date Filters

The Last Modified filter and Created filter enable you to quickly find resources within a given date range.

Figure 1. Date Filters
Date filters

Needs Attention Filters

The Not Valid, Has Broken Links, and Has Open Comments filter enable you to easily identify content outstanding issues.

Figure 2. Needs Attention Filters.
Not Valid
Identifies invalid file types or files that contain invalid elements.
Has Broken Links
Identifies files with links that require an update.
Has Open Comments
Identifies files with unresolved comments.
Needs Attention filters

Owned By Filter

The Owned by drop-down menu enables you to see files owned by a particular user.

Last Modified By Filter

The Last modified by drop-down menu enables you to see files recently modified by a particular user.

Locked By Filter

The Locked by drop-down menu enables you to see the files locked by other users. You can also view all locked files, regardless of user by selecting Anyone from the Locked by.
Note: If you use the Content Editor in Heretto CCMS, your files do not automatially lock as the Content Editor is fully collaborative. This means that several users can work on a given resource at the same time.
If a coworker is unavailable and has locked files, you can select their name from the Locked by drop-down menu to view their locked files. You can unlock those files to enable other team members to work on them.
Note:

You must be an Administrator to unlock files locked by other users.

Status Filters

The Status Filters enable you to understand the state of your content.

Figure 3. Status Filters
Status filters

Content Type Filters

You can filter DITA-files of a particular type.

Figure 4. Content Type Filters
Content-type filters

Metadata Filters

You can filter resources with a given metadata tag assigned. For more information, see Taxonomy & Metadata Overview.

Figure 5. Metadata Filters
Metadata filters

File Type Filter

You can filter files of a particular format.

Figure 6. File Type Filters
File type filters

Sorting Results

You can sort search results in ascending or descending order by clicking on any Content Library column header.

For example, if you enter a search term and receive a lot of results, you can sort the results by modified date to view the most recently updated files first.

Advanced Search

You can search for terms, specific DITA elements and attributes in Heretto CCMS. The CCMS uses Lucene as a search engine. By default, the CCMS returns fuzzy matches. If you want to refine search results, you can use various search strings, modifiers, and operators.

Search Modifiers and Operators

You can use search modifiers and operators to refine your search results. Read this overview to get an understanding of available options. For details about available modifiers, operators, and examples, see https://lucene.apache.org/core/8_10_1/queryparser/org/apache/lucene/queryparser/classic/package-summary.html#package.description. Unsupported search types: range search.

Wildcard Search

You can perform single and multiple character wildcard searches within single terms (not within phrase queries). To perform a single character wildcard search use the question mark (?) symbol. Example: To search for text or test you can use the search: te?t. To perform a multiple character wildcard search use the asterisk (*) symbol. Example: To search for test, tests or tester, you can use: test*. You cannot use a * or ? symbol as the first character of a search.

Regular Expression Search

You can perform regular expression searches matching a pattern between forward slashes (/). Example: To find documents containing moat or boat use: /[mb]oat/.

Fuzzy Search

By default, Heretto CCMS returns fuzzy matches based on Damerau-Levenshtein Distance. To do a fuzzy search use the tilde symbol (~) at the end of a single word term. Example: To search for a term similar in spelling to roam use the fuzzy search: roam~.

Proximity Search

You can find words a within a specific distance away. To do a proximity search use the tilde symbol (~) at the end of a phrase. Example: To search for open and preferences within ten words of each other in a document use the search: "open preferences"~10.

Boosting a Term

You can define the relevance level of matching documents based on the terms found. To boost a term use the caret symbol (^) with a boost factor (a number) at the end of the term you are searching. The higher the boost factor, the more relevant the term. Example: When searching for open preferences, you can boost the relevance of preference like this: open preferences^4.

Boolean Operators

You can use boolean operators to combine terms through logic operators. You can use AND, +, OR, NOT, and - as Boolean operators. Boolean operators must be written in ALL CAPS.

Grouping

You can use parentheses to group clauses to form sub queries. This can be very useful if you want to control the boolean logic for a query. Example: To search for either open or preferences and website use the query: (open OR preferences) AND website.

Field Grouping

You can use parentheses to group multiple clauses to a single field. Example: To search for a title that contains both the word return and the phrase pink panther use: title:(+return +"pink panther").

Escaping Special Characters

You can escape escaping special characters that are part of the query syntax. The current list special characters you can escape are: + - && || ! ( ) { } [ ] ^ " ~ * ? : \ /

Example: To escape these character use the \ before the character. For example to search for (1+1):2 use: \(1\+1\)\:2.

Searchable Elements, Metadata, and Attributes

By default, Heretto CCMS searches for terms in the following DITA elements and attributes:

  • concept body element
  • glossary definition element
  • glossary term element
  • keyword element
  • paragraph element
  • prolog element
  • reference body element
  • short description element
  • task body element
  • title element
  • ID attribute

You can restrict your search to a specific element. The available options may vary based on your configuration.

Table 1. Searchable DITA Elements
DITA ElementsSearch String Format
Keywords__content_keywords:example
keyword elements__content_keyword:example
glossary term element__content_glossterm:example
glossary definition element__content_glossdef:example
prolog element__content_prolog:example
short description element__content_shortdesc:example
concept body element__content_conbody:example
reference body element__content_refbody:example
task body element__content_taskbody:example
paragraph element__content_para:example
title elementtitle:example
Table 2. Searchable Heretto CCMS Metadata
MetadataSearch String Format
Owned By__document_owner:username
Broken Links__has_broken_links:true/false
Custom Metadata__taxonomyName:example
Table 3. Searchable DITA Attributes
AttributeSearch String
ID attributeexample

Examples of Advanced Search

This string searches for the word users in short description elements.

__content_shortdesc:users

This string searches for the words enables users to in short description elements.

__content_shortdesc:"enables users to"

This string searches for the word users in short description elements and the word enables in concept body elements.

__content_shortdesc:users __content_conbody:enables

This string searches for non-approved topics that also contain the word user in title elements.The NOT operator excludes the search term that follows it.

title:user NOT status:approved