Guía de Usuarios del Gestor Documental

Document Creation and Library Management

V.1.0

August 2015

Documento para uso interno del personal de LATAM Airlines. Queda estrictamente prohibida su utilización para otros fines fuera de la empresa.

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Tabla de Contenidos

1 Log On to DM eDOCS DM Webtop.................................................................................................. 3

2 User Interface .................................................................................................................................. 4

2.1 Filter Views .............................................................................................................................. 4

2.2 Toolbar buttons ........................................................................................................................ 5

2.3 Actions Links ........................................................................................................................... 6

3 User Settings................................................................................................................................... 7

3.1 Default Search Form ................................................................................................................ 7

3.2 Default Landing Page .............................................................................................................. 8

3.3 Search Results ........................................................................................................................ 8

4 Working with Documents ................................................................................................................. 9

4.1 Adding Documents .................................................................................................................. 9

4.2 Opening Documents ................................................................................................................ 9

4.3 Deleting Documents ................................................................................................................ 9

5 Working with Folders ..................................................................................................................... 10

5.1 Adding Folders ...................................................................................................................... 10

5.2 Adding Sub-Folders ............................................................................................................... 10

5.3 Viewing a Folder’s Contents .................................................................................................. 11

5.4 Adding Items to Folders ......................................................................................................... 11

5.5 Removing Items from Folders ................................................................................................ 12

5.6 Deleting Folders .................................................................................................................... 12

6 Using Security (Access Control) .................................................................................................... 13

6.1 Assigning Access Rights ........................................................................................................ 13

6.2 Assigning Custom Security .................................................................................................... 14

7 Searching eDOCS DM .................................................................................................................. 16

7.1 Using Easy Searches ............................................................................................................ 16

7.2 Saving an Easy Search .......................................................................................................... 17

7.3 Deleting an Easy Search ....................................................................................................... 18

7.4 Using Profile Searches .......................................................................................................... 18

7.5 Sintaxis de búsqueda por fechas ........................................................................................... 19

7.6 Content Searching Syntax ..................................................................................................... 19

7.7 Types of Syntax in Content Searching ................................................................................... 21

7.8 Wildcard Operators ................................................................................................................ 22

7.9 Search Operators .................................................................................................................. 22

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1 LOG ON TO DM EDOCS DM WEBTOP

After you enter the URL in your browser’s address field, the eDOCS DM Webtop logon page appears:

To log on:

To log on to eDOCS DM, enter the following information:

1. User name – Your user name can be either of the following:

o Your User ID in the library.

2. Password – Type the password associated with your user name.

3. Library — DM_LATAM.

4. Sign in to default library only – When you select this check box prior to logging on, only the library selected will be set for searching.

5. Once you enter your logon information and click Sign In , the DM server validates whether you can access the DM library. If you have access, the eDOCS DM Webtop logs you on, and sets up the Web browser display. If you do not have access, or you entered your User name or Password incorrectly, an error message appears.

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2 USER INTERFACE

This section describes the various elements in the eDOCS DM Webtop and the functions contained within each area.

2.1 Filter Views

The Filter Views section, located on the left, provides easy methods to search for DM items. Clicking any of the Filter Views items provides a list of search results items in the right pane.

The Filter Views section contains the following:

• Recently Edited – The Recently Edited filter offers an easy way to locate and open a document using DM. Clicking Recently Edited will perform a search for all documents you have edited for a set amount of time. For example, the default is 30 items you have created or edited during the last 90 days. The results appear in the right pane, and show the following data: Document Name , Library , Author , Doc ID# , and Last Modified .

• Quick Searches – The Quick Searches filter contains session searches and saved searches. Session searches are saved only for your current session. When you perform a search, that search then appears in the Quick Searches filter for the remainder of your logged-on session. Simply click the session search to refresh the search results (perform the search). Conversely, if you perform a search and then save it, the saved search appears in the Quick Searches filter permanently (unless you delete it).

• Public Folders – The Public Folders filter lists the public folders available in your selected search libraries. A public folder is a folder that is visible to each user accessing the library. You can make a folder public during creation or when viewing the folder’s profile.

• Checked Out – The Checked Out filter lists your recently checked out and locked documents. Checked out and/or locked documents appear with a red check mark over the application icon.

• Workspaces – The Workspaces filter lists your workspaces. A workspace is a container you can create to hold references to various DM items such as documents, folders, and Quick Searches, as well as URLs.

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2.2 Toolbar buttons

Toolbar buttons contain the following:

• Add New drop-down menu:

o Document

o Paper Document

o Folder o Workspace

• Add to drop-down menu:

o Folder

o Workspace

• Make Read-Only

• Remove Read-Only

• Delete

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2.3 Actions Links

Actions that you can only perform on a single selected item are available in the

“actions” links that appear below each item, and includes the More drop-down

menu. You do not need to select the check box next to a single item you want to

work with. You can simply click the actions link in the row for the item, or select

the More drop-down menu. The following actions links appear for DM documents:

• View

• Profile

• Check-Out/Check-In/ or Lock/Unlock — What appears depends on the

item type and its status. A document will have the options Check-Out or

Check-In. A folder will have the options Lock or Unlock.

• Delete

• More drop-down menu – Click More to select one of the following:

o Add to Folder

o Add Items (This appears only for folders.)

o Add to Workspace

o Make Read-Only/Remove Read-Only

o History

o Where Used

o Versions (This appears only for documents.) o Search Within (This appears only for folders.)

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3 USER SETTINGS

To configure user settings:

1. Click the drop-down menu next to your <User Name> in the title bar. 2. Select Settings.

3.1 Default Search Form

To select your default search form:

1. In the User Settings dialog box, select the Default Search Form drop-down menu and select from the available forms, if applicable.

2. Click OK.

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3.2 Default Landing Page

To select your form rendition style:

1. In the User Settings dialog box, next to Form Style , select the default form rendition style:

o Modern

or

o Classic

2. Click OK.

To select your date and time format:

1. In the User Settings dialog box, click the Formats drop-down menu and select one of the following date and time formats you want to use for display and data entry:

o DD/MM/YYYY

o MM/DD/YYYY

o YYYY/MM/DD

o DD.MM.YYYY

o MM.DD.YYYY

o YYYY.MM.DD

2. Click OK.

3.3 Search Results

To set search results options:

• In the User Settings dialog box, next to Search Results, set the following options:

o Enter a number in the Maximum search results to display field. The default is

1000.

o Enter a number in the Search results to fetch field. The default is 250.

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4 WORKING WITH DOCUMENTS

4.1 Adding Documents

To add a document:

1. Click Add drop-down menu and select Document. 2. The Add Document form appears; complete the required profile fields.

3. Click the Choose File button; a native dialog box appears.

4. Locate and select the document to import and then click Open. Notice that the

document’s name appears next to the Choose File button.

5. Click OK on the profile form.

The document now appears in the Recently Edited list.

4.2 Opening Documents

To open a document:

1. Locate the document you want to open in the Recently Edited list or search results.

2. You can click the document name to open.

4.3 Deleting Documents

To delete a single document:

1. Locate the document you want to delete.

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2. Click the Delete link, which is located below the document’s name.

To delete multiple documents:

1. Select the check boxes for the documents you want to delete.

2. Click the Delete toolbar button.

5 WORKING WITH FOLDERS

A folder is a container that holds documents and/or sub-folders in an ordered fashion. A container is profiled and has a document number. To create a folder, you must fill out a Profile entry form.

5.1 Adding Folders

To add a folder:

1. Click the Add drop-down menu and select Folder. 2. The Add Folder form appears; complete the required fields.

3. If you want to make the folder accessible to all users, select the Public Folder check

box. 4. Click OK.

You can add folders within folders and have multiple sub-folders.

5.2 Adding Sub-Folders

To add a sub-folder:

1. Select the check box next to the DM folder(s) you want to add to another folder.

2. Click the Add to drop-down menu and select Folder. 3. The Choose a folder window appears with a list of available folders.

To search for a folder not listed, type your search criteria in the Search field and then click the magnifying glass icon.

4. Select the folder name; the window closes. The selected folder(s) now exist in the destination folder.

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5.3 Viewing a Folder’s Contents

To view a folder’s contents:

1. Locate the DM folder you want to open. 2. You can click the folder name to open and view its contents.

The folder’s contents now appear.

5.4 Adding Items to Folders

To add items to a folder using the More menu:

1. Locate the DM folder in which you want to add items.

2. Click the folder’s More drop-down menu.

3. Select Add Items .

4. The Quick Retrieve window appears. Click Recently Edited Documents , Checked Out , or one of your saved searches.

5. The search results appear. Select the check boxes for the items you want to add and then click OK.

Tip: Add an item from any search results list by selecting More>Add to Folder .

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To add items to a folder using the Add to toolbar b utton:

1. Select the check box(es) for the item(s) you want to add to a DM folder.

2. Click the Add to drop-down menu and select Folder .

3. The Choose a folder window appears. Select one of the folders listed, or perform a search using the Search field.

The items are added to the folder you selected.

5.5 Removing Items from Folders

To remove an item from a folder:

1. In the open folder, select the item to remove by clicking its More drop-down menu.

2. Select Remove item.

The item no longer appears in the folder’s contents.

5.6 Deleting Folders

To delete a folder:

1. Locate the folder you want to delete. 2. Click the Delete link.

To delete multiple folders:

1. Select the check boxes for the folders you want to delete. 2. Click the Delete toolbar button.

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6 USING SECURITY (ACCESS CONTROL)

The DM Security feature enables you to allow or deny access to your documents (or other

profiled DM items). Trustees are users who you have allowed or denied access to your DM

document.

By default, the user who created a document has all rights to the document. Other users and

groups can be assigned access rights to the document, ranging from read-only to full access

rights.

Note: Currently logged-on users cannot remove rights from their own security profile. This is

to prevent users from accidentally removing rights to a document or folder to which

they have sole ownership.

6.1 Assigning Access Rights

To assign trustee access rights:

1. Select the item’s Profile link.

2. On the Profile form, select the Secure Document check box. Notice that the Edit button becomes available.

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Note: If using the modern form style, you will need to click the Expand to view

more arrow to see the Secure Document check box.

3. Click the Edit button. The Security Dialog window appears.

4. The Security Dialog window shows the Available Trustees (Groups and Users),

Current Trustees, and Access Rights. Click a Groups item once; the available Users

list appears.

5. If you want to add an entire group, select the Group name and then click the right arrow icon. The group name appears in the Current Trustees list.

Conversely, to add a user, first click the Group name, then select the Users name(s), and then click the right arrow icon.

Tip: Select multiple groups or users by pressing the CTRL or SHIFT key.

6. Now select the group/user name(s) in the Current Trustees pane to assign access

rights.

7. In the Access Rights pane, click the drop-down menu to change the default

permissions to one of the following access rights:

o View Profile – Allows the currently selected trustee(s) the right to view the

profile of a selected document, but not to retrieve, view, edit, or copy the

document or profile.

o Read Only – Allows the currently selected trustee(s) the right to view the profile

and document, but not to edit or delete the document or profile.

o Normal Access – Allows the currently selected trustee the right to view and edit

the profile and to view, edit, retrieve, and copy the document.

o Full Access – Allows the currently selected trustee all rights. The Access

Published Only right is not selected because it disallows users from viewing all

the versions of a document.

o Custom – Allows the currently selected trustee to be granted a custom set of

rights.

Note: If you want to assign custom security, see the

8. Click OK. Focus returns to the profile form.

9. Click OK to exit the profile form.

6.2 Assigning Custom Security

To assign custom security:

1. With the Security Dialog window open, select the group(s) and/or user(s) to assign

custom access rights.

2. In the Access Rights pane, click the drop-down menu and select Custom.

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3. Select Allow or Deny check boxes for any or all of the following individual access

rights:

o View Profile – Allows the currently selected trustee the right to view, but not

edit, the Document Profile.

o Edit Profile – Allows the currently selected trustee the right to view and edit the

Document Profile.

o View Document — Allows the currently selected trustee the right to view, but

not edit, the document.

o Retrieve Document – Allows the currently selected trustee the right to retrieve

the document and to view, but not edit, the Document Profile. Trustees must

save any edits as a new document.

o Edit Document — Allows the currently selected trustee the right to edit the

document.

o Copy – Allows the currently selected trustee the right to retrieve a copy of the

document and save it as a new document. Trustees cannot edit the original

document or profile.

o Delete – Allows the currently selected trustee the right to delete the document.

o Control Access — Allows the currently selected trustee the right to control

access to the document and to modify the trustee rights for the document.

o Access Published Only – Allows the currently selected trustee the right to view

only the published version of a document. The trustee will also have View Profile

and View Document rights by default. In addition, a trustee that has Access

Published Only rights can also be given Edit Profile, Copy, and Retrieve Document rights

Note: It is important to note that Deny rights override Allow rights. This must be

taken into account when assigning Deny rights to groups. For example, if an

entire group is denied the ability to view documents, assigning a user who is a

member of that group the right to view a document will not give that user the

right to view the document.

4. Click OK. Focus returns to the profile form.

5. Click OK to exit the profile form.

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7 SEARCHING EDOCS DM

The following describes the different types of searches you can perform in eDOCS DM and includes information about content searching syntax.

7.1 Using Easy Searches

When you perform a search by entering your search criteria in the Search field, you are

performing an Easy Search.

Use the Easy Search to quickly search for a phrase or set of words in a document’s content or document name.

To perform an easy search:

1. Type your search term in the Search field.

Note:

Click the x (located next to the magnifying glass icon ) to clear text

in the Search field.

2. Click the Magnifying glass to perform the search.

The search results appear in the following order.

o Documents containing the exact phrase in the title.

o Documents containing the exact phrase in the document.

o Documents containing one or more words in the title.

o Documents containing the words in the same sentence or in proximity to each

other.

o Documents containing one or more words in the document.

After performing an easy search, that search then appears in the Quick Searches filter for the

remainder of your logged-on session. This is known as a session search, which means it

appears only during your current logged-on session. Simply click a session search to perform

the search again.

Note:

You can save a session search, which will appear in the Quick Searches filter view

permanently (unless you delete it).

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7.2 Saving an Easy Search

To save an easy search:

1. Enter your search criteria in the Search field and then click the magnifying glass icon.

For example, type prueba (or another search criteria).

The search results appear.

2. Click the Quick Searches filter view.

3. Locate the search "prueba" (appearing with quotation marks and a folder with clock icon).

Note: All easy searches appear with quotation marks around the search term.

4. Click Save. Notice the icon changes to a magnifying glass.

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Tip: Distinguish between session and saved searches by looking at the search’s icon.

The folder with the clock icon indicates a session search. The

magnifying glass icon indicates a saved search.

7.3 Deleting an Easy Search

To delete an easy search:

1. Click the Quick Searches filter view.

2. Select the easy search(es) to delete and click the Delete task bar button. Or, you can click Delete under the easy search name.

Tip:

To quickly delete multiple searches, select the search’s check boxes and then

click the Delete task bar button.

7.4 Using Profile Searches

A Profile Search is an advanced search (query-by-example) that helps you locate documents matching any entries in any fields on the profile form. For example, if you know a document’s author, the person who entered the document into the system, or the client for whom the document was produced, you can use a Profile Search. See the following table for a description of all profile form search fields you can search.

To perform a profile search:

1. Click the Profile Search task bar button. The Profile Search window opens.

2. Enter your search criteria in the profile form field(s) and then click OK.

The search results will appear.

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7.5 Sintaxis de búsqueda por fechas

The DM administrator sets the date format order (DMY, MDY, or YMD). Assuming your site uses the format MDY, you can enter any of the following for the date February 25, 2013:

• 2-25-13

• 2-25-2013

• 2/25/13

• 2/25/2013

• February 25 2013

• February 25, 2013

You can use the following date searching conventions:

• •%today represents today’s date.

• MINUS allows you to subtract a number of days from the specified date.

• TO allows for a range of dates.

In the following examples of enhanced date searching, date represents a date you specify, and n represents an integer.

To locate documents created between two sets of dat es:

• Enter date TO date. For example, 03/21/2013 TO 10/18/2013

To locate documents created in the last 30 days:

• Enter %today MINUS n TO %today. For example, %today MINUS 30 TO %today

To locate documents created during the 10 days prio r to a specified date:

• Enter date MINUS n TO date. For example, 10/21/2013 MINUS 10 TO 10/21/2013

To locate documents created between the specified d ate and the current date:

• Enter date TO %today. For example, 10/21/2013 TO %today

7.6 Content Searching Syntax

Because of the volume of documents that a Content Search must handle, some searches are

faster than others. To determine the best search method for your particular task, consider these

factors:

• If you are performing a search for a word that contains a period at the end, such as Mr.

or U.S.A., the search engine will assume that the final period is the end of a sentence

and will not index it. Enter the words without the final period, as in Mr and U.S.A, to

locate them.

• Special characters, such as those used as wildcards and precedence expressions, are not

indexed, so you cannot search for them. In such a case, you could simply enter your

search without the characters. For a phone number, enter the number using spaces

instead of parentheses or dashes, as in 781 555 3800.

• A common problem is searching for a broad topic. If your Search Results list is too long

for you to find the document for which you are looking, you should narrow your search.

Include more operators or select Profile fields (Author, Entered By) for a more specific

search. A search for a specific document containing the term Alimony is more easily

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found if you include other terms to narrow the search. For example, Alimony <AND>

Caldwell <AND> December returns a more focused list than one of these search

operators alone. The PHRASE and NEAR/n proximity operators are more useful in a case

where a normal “AND” search might deliver a very large list.

Example: Perform a Boolean Search

Below are a few examples of search criteria that you can use. The DM Webtop will convert the

criteria and send a query to the DM server.

Table: Boolean Search Operators

hotel & reservation searches for hotel AND reservation

hotel | reservation searches for hotel OR reservation

hotel & ^ reservation searches for hotel BUT NOT reservation

hotel % reservation searches for hotel NEAR reservation. This operator behaves

similarly to the AND ( & ) operator. It will return

documents that contain both search terms in the

document, no matter how near the terms are to one

another.

Note:

Enter only a single space before the % operator.

hotel %/n reservation searches for hotel NEAR n WORDS OF reservation. Specify a

value to determine how close the search terms are to be to

one another. For example, searching for hotel %/5

reservation will return documents where the terms “hotel”

and “reservation” are within 5 words of one another.

Note: Enter only a single space before the % operator.

“hotel reservation” searches for PHRASE containing hotel and reservation

hotel|(reservation & deposit) searches for: hotel OR BOTH reservation AND deposit

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7.7 Types of Syntax in Content Searching

Simple Syntax

When using simple syntax with the DM Server Indexer, relevance is strict Boolean with critical terms ordered. This means that terms that occur in fewer documents will have a higher priority, making documents containing these terms have a higher relevance. When documents are relevance-ranked, they are listed in an order based on their importance to your search criteria. Relevance-ranked results are presented with the most relevant documents at the top of the list.

Explicit Syntax

When you enclose individual words in double quotation marks, the Indexer interprets those words literally. For example, by entering the word "run" in double quotation marks, the words "runs", "running" and "runner" will not be considered in the search. To retrieve documents containing the word "run" without searching for its stemmed variations, enter the word "run" using explicit syntax:

“run”

Precedence Expressions in Content Searching

The language used for composing search statements has a set of rules that determine the precedence for evaluation. An Indexer query expression is processed using explicit precedence rules applying to the operators used. While a query expression is read from left to right, some operators carry more weight than others and this will affect the interpretation of the expression. For example, an AND operator takes precedence over an OR operator.

Example: Using Precedence Expressions

Precedence Expression Use

Parentheses ( ) Parentheses indicate the order the directions are to be carried out; information within parentheses is read first, then information outside parentheses is read next.

Prefix and Infix Notation Words which use any operator, except the WORD operator, can be defined in prefix notation or in infix notation. Prefix notation has the operator come before the words to be used with that operator. For example: <OR> (computer, security) When prefix notation is used, precedence is explicit within the expression. Infix notation has the operator between each element within the expression. For example: computer <OR> security When infix notation is used, precedence is implicit within the expression; for example, the AND operator takes precedence over the OR operator. If you are using the DM Server Indexer, infix notation should not be combined with prefix notation in the same query.

Commas , If an expression includes two or more words within parentheses, as is used in prefix notation, a comma is required as a separator between each element enclosed within the parentheses.

Angle Brackets < > Left and right angle brackets (< >) are reserved for designating operators and modifiers. They are required for all operators except AND, OR, and NOT.

Double Quotation Marks " " To search for a word that is reserved as an operator (“and”, “or”, and “not”), enclose the word in double quotation marks.

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7.8 Wildcard Operators

You can use the following wildcard operators when searching:

Wildcard Definition

? Specifies one alphanumeric character.

* Specifies one or more of any alphanumeric characters. You should not

use * to specify the first character of a wildcard string.

.

Example 4-3: Wildcard Examples

• ?an searches for and locates ran, pan, can, and ban.

• corp* searches for and locates corporate, corporation, corporal, and corpulent.

7.9 Search Operators

Operators represent logic to be applied to a search element. This logic defines the qualifications an item must meet to be retrieved.

WORD operator Searches for a word.

The WORD operator is an evidence operator used to search for a word

without stemming.

For example, to search for documents that contain the word

“rhetoric”, enter the following:

<WORD> rhetoric

AND operator Searches for documents containing all of two or more search terms,

and provides relevance-ranked results.

The And operator searches for documents that contain all of the

search elements you specify. Documents retrieved using the AND

operator are relevance-ranked. To search for documents that contain

the phrase “pharmaceutical companies” and the word “stock” enter:

pharmaceutical companies AND stock

To search for documents that contain both the words “data” and

“security” enter:

data AND security

OR operator Searches for documents containing one of two or more search terms,

and provides relevance-ranked results.

The OR operator is a concept operator used to search for documents

containing one of two or more search terms, and provides relevance-

ranked results.

Simple Syntax

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To search for all documents that contain one or more of the words and

phrases “election”, “national elections”, and “senatorial race”, enter

the following:

election OR national elections OR senatorial race

Explicit Syntax

To search for documents that contain either the word “computer” or

the word “security”, enter the following:

<OR> (computer, security)

NEAR/n operator Searches for information containing two or more words within n

number of words of each other, where n is an integer.

The NEAR/n operator is a proximity operator used to search for

information containing two or more words within n number of words of

each other, where n is an integer. The Indexer will assign document

scores based on the relative distance of search terms, when the terms

are separated by n words or less; words separated by more than n

words will not be assigned scores and will not be retrieved.

For example, if NEAR/ 5 is used to find two terms within five words of

each other, a document that has the two terms within two words of

each other scores higher than a document that has the two terms

within five words of each other. The N variable can be an integer

between 1 and 1,024, where NEAR/ 1 searches for terms that are next

to each other. If N is 1,000 or above, the N value must be given

without a comma. To search for relevance-ranked documents that

contain search terms within N words of each other, the following

syntax can be used.

• Simple Syntax = wordA <NEAR/N> wordB <NEAR/N> wordC ...

• Explicit Syntax = <NEAR/N> (wordA, wordB, wordC, ...)

To search for the term “air” within 10 words of the term “pollution”,

use one of the query expressions below.

• Simple Syntax = air <NEAR/10> pollution

• Explicit Syntax = <NEAR/10> (air, pollution)

Using the ORDER modifier with NEAR/N allows you to perform ordered

searches. To search for the terms “air” and “pollution” within two

words of each other, use one of the query expressions below.

• Simple Syntax = air <ORDER> <NEAR/2> pollution

• Explicit Syntax = <ORDER> <NEAR/2> (air, pollution)

NOT operator Searches for documents based on evidence not found in the

documents.

The NOT modifier searches for documents based on evidence not

found in the documents. You can use the NOT modifier with a word or

phrase to exclude documents that show evidence of that word or

phrase. The NOT modifier can be used only with the operators AND

and OR.

Simple Syntax

To find only documents that contain the words “cat” and “mouse” but

not the word “dog”, enter the following:

cat, mouse <AND> <NOT> dog

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Explicit Syntax

You can ensure documents that contain words that have a different

connotation from what you intend are not retrieved. For example, the

word “coke” may refer to “Coca-Cola”, as well as the interim product

created during the coal-producing process. To retrieve documents that

refer to “Coca-Cola” and not the coal interim product “coke”, enter the

following:

(coke <AND> <NOT> coal)

PARAGRAPH

operator

Selects documents that include all of the search elements you specify

within the same paragraph.

The PARAGRAPH operator selects documents that include all of the

search elements you specify within the same paragraph. Valid search

elements are two or more words or phrases. You can specify search

elements in a sequential or a random order. Documents are retrieved

as long as search elements appear in the same paragraph. To retrieve

relevance-ranked documents that contain stemmed variations of the

word “drug” and the phrase “cancer treating” in the same paragraph,

enter the following:

drug <PARAGRAPH> cancer treating

To search for three or more words or phrases, you must use the

PARAGRAPH operator between each word or phrase.

PHRASE operator Searches for information containing two or more words in the same

phrase.

The PHRASE operator is a proximity operator used to search for

information containing two or more words in the same phrase. A

phrase is a grouping of two or more words that occur in a specific

order. Following are examples of search syntax.

Simple Syntax

By default, two or more words separated by a space are considered to

be a phrase in simple syntax. To search for relevance-ranked

documents that contain the phrase “mission oak”, enter either of the

following:

mission oak

mission <PHRASE> oak

Explicit Syntax

To search for documents containing the phrase “black and white”, you

can enter the following:

“black and white”

Note:

You do not need to use the <PHRASE> operator in your search

for a phrase.

SENTENCE operator Selects documents that include all of the search elements you specify

within the same sentence.

The SENTENCE operator selects documents that include all of the

search elements you specify within the same sentence. You can

specify search elements in a sequential or random order. Documents

are retrieved as long as search elements appear in the same sentence.

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To retrieve relevance-ranked documents that contain stemmed

variations of the words “American”, and “innovation” within the same

sentence, enter the following:

american <SENTENCE> innovation

<SENTENCE> (american, innovation)

THESAURUS

operator

Expands the search to include the word you enter and its synonyms.

The THESAURUS operator selects documents that contain one or more

synonyms of the word you specify. For example, to retrieve

documents containing synonyms of the word “altitude”, enter the

following:

<THESAURUS> altitude

The documents retrieved will include words such as “height” or

“elevation”.