Using Quick Search

You can use Quick Search to find records and charts of interest in the Information Store by specifying terms that they might contain. After you receive the first set of results, you can refine them to find the information that you are most interested in.

About this task

You can use Analyst's Notebook to find records and charts in the Information Store that match search terms that you enter. By default, the application finds records and charts that closely or exactly match all the terms that you enter. You can use operators and rules to change the default behavior.
Note:
Other search tools do not support the discovery of charts. Use Quick Search to search for charts in the Information Store.
Matching behavior
By adding special characters to your search term, you can control the level of specificity:
" " To search for an exact word or phrase, enclose it in double quotation marks. For example, "John Doe" matches the phrase John Doe but not the word John.
" "~integer To search for terms that are within a specified distance from each other, enclose two or more terms in double quotation marks followed by tilde (~) and an integer value. The integer specifies the distance limit, where the distance is the number of words that can be between each pair of terms. For example, "John Doe"~1 matches John James Doe but not John James Simon Doe.

To match terms in a different order, changing the order of the terms counts as a distance of 2 towards the total distance value. For example, "Doe John"~1 does not match John James Doe, but "Doe John"~3 does.

To return a match, each word in the search term must be within the specified distance of any adjacent words in the search term.
? Matches a single unknown character. For example, J?n matches Jan and Jon but not Jean.
* Matches zero or more unknown characters. For example, J*n matches Jn, Jan, Jon, and Jean.
Logical operators

By default, when you search for multiple words, the results must match all the words that you enter. For example, John Doe (no double quotation marks) searches for items that contain words like John and words like Doe. You can change the search behavior and build more complicated searches by using the following logical operators:

AND Searches for records that contain all words or phrases. For example, Offense AND "John Doe" searches for records that contain words like Offense and also contain the exact phrase John Doe.
OR Searches for records that contain at least one word or phrase. For example, Offense OR "John Doe" searches for records that contain words like Offense, or the exact phrase John Doe, or both.
NOT Searches for records that do not contain the word or phrase. For example, Offense NOT "John Doe" searches for records that contain words like Offense but do not contain the exact phrase John Doe.
Search scope
You can use the Advanced Advanced option to specify where term matches are found.

Procedure

  1. On the Home tab of the ribbon, in the Information Store group, click Quick Search.
    The Information Store Quick Search window opens.
  2. Type the terms that you want to search for, and press Enter.

    When you type the search terms, Analyst's Notebook explains how it interprets the search expression. For example, it shows the locations of implicit AND operators, and inserts parentheses to make operator precedence explicit.

    When you press Enter, Analyst's Notebook searches the Information Store, and displays the records and charts found, if any. Where an image has been included as a source reference for a record, a thumbnail of the image replaces the icon in the Record Inspector and is displayed when you view records in the Results list. Where the records has multiple source references, the image from the most recently added reference is used.

  3. After you receive results, you can refine the search terms or use filtering to reduce the result set. To filter results based on record types, property values, or metadata, select a type and then choose one or more properties or metadata categories to filter by.

    For example, a search for the word Ford might display results for people and cars. Select the Person type to display results for people, and then select properties that are related to the person's name to filter out everything except people whose name contains a word like Ford.

    Each filter is displayed at the top of the window.
    Note:
    To remove a filter, delete it by clicking the cross next to the filter. Clear the text in the search input field by clicking the X.

What to do next

When the search results are displayed, you can copy one or more of the records that they represent to your chart or you can open a chart that has been saved in the store.