The Search Term List feature allows you to create a list of terms for Hit Counts, DocCounts, and Family DocCounts.
The Search Term List is a powerful feature in CloudNine Review that allows users to identify the total number of term hits within the database, the number of documents the term hits on, and the total document with family counts. Once the Search Term List is generated, you can view the results, download a report, and search results.
Accessing the Project Advanced Search Page
- In CloudNine Review, select the Project from the My Project page. The project is open and records are displayed in your selected view.
- Click the Advanced Search button located at the top right of the page.
- The Project Search page appears with the Advance Search Builder selected. Additional search tools are listed on the menu at the left.
- Select Search Term Lists. The Search Term List page appears.
Create New Search Term List(s)
- Under Search Term List, click Create New.
- Enter the required Search Term List Name.
- In the Search Terms box, type or paste search terms. Each search term should be displayed as a line separated by a hard return. There is a limit of 1000 terms per Search Term List.
- When all terms are added, click Create. The Search Term List. message indicates that the process of creating the terms list has started.
Close the message, the Search Term table is displayed with a Waiting... status.
While the search term list is being built, you can continue to work in the project. You will receive an email notification when the search term list is ready for review.
Note: While a Search Term List is running, we do not recommend performing the following processes: Filtering, Importing, Deleting, and Index Updates.
Reviewing Search Term Lists
Click Advanced Search to return to the search page. From the search options, choose Search Term Lists and then the Search Term List Name to open the Search Term Results table.
Search Term Results Table
- Search Terms: Listed in the order the term was entered when the list was created.
- Hit Count: Total number of times the term appears in the project.
- Doc Count: Total number of documents the search term is found in.
- Family DocCount: The number of Documents the search term is found, plus documents within the family.
- Search Results Total: The total number of Hits, DocCounts, and Family DocCounts for all terms in the Search Term List.
Searching from the Search Results Table
You can run a search directly from the Search Results Table.
- Individual Term: Click the Results for the Doc Count or Family Count. This returns results for the selected term only.
- Search Results Total: Click the Doc Count of Family DocCount results. This returns results for the entire Search Term List.
Activating a search returns results in your preferred project view. Search terms are highlighted in the Image, Text, and HTML document formats.
Downloading the Search Term List Report
Click the Download button to download the report in PDF format. A Downloading... message appears, once the download completes the report will open.
Search Term List - Not Current Message
If the Search Term List is outdated, a message will appear explaining the reason(s). Click on the Update Search Term Counts button at the bottom of the screen to refresh the Search Term List.
Delete Search Term List
You can delete any search term list by selecting a Search Term List Name and then clicking the Delete Search Term List button. The Search Term List is deleted.
Search Term List Field
When you create your first Search Term List, the Search Term Lists system field is created in the database. The field is a multi-list field type, adding new Search Term Lists as values to the field. Records are tagged with their corresponding Search Term List and can easily be queried for further review.
