Searching

Heurist provides simple and more sophisticated search options, depending on your needs. Use the Quick Search option to quickly find data sets based on the completion of one or more standard search fields. For greater search granularity, use the Advanced search dialog to build more complex search strings.

 Quick Search

The Quick Search dialog provides assistance in targeting your search criteria to particular record types, fields and values from controlled lists, without needing to know the required syntax.

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Refine your search criteria by:

  • Entering partial strings to match against record titles, tags, keywords, special fields, or all fields.
  • Using comparison operators (e.g. Greater Than) on numeric fields and dates, including relative to ‘today’.
  • Searching for records of specified types or bookmarked by specific users across databases.
  • Sort records by text, date, popularity, rating, date of addition and modification, specific fields etc.

Once your records have been displayed in the Search Results pane, you can further organise them by specifying the number of columns to arrange the records into and the type of detail shown per record (images, icons, legend etc.), at any level (levels shows linked records) of your results. (See Organise).

For regular searches, save the search criteria and/or layout for personal or shared use (see Saved Searches). Browse your saved searches or system saved searches via the navigation pane.

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Advanced Search

The Advanced Search provides an assisted search dialog to help you build more complex search strings. Once a search string has been built (by any method), it can be edited directly in the search field to make small changes. A complete search syntax is provided (see Syntax).

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Saved Searches

The result of any search can be saved as a named saved filter, which appears in the Saved Filters Pane and can be shared with any workgroups of which you are a member. Use this feature to create personal saved search filters for grouping records for particular purposes. Saved filters can also store expansion rules and ownership settings.

Saved Filter Pane

This provide quick access to system filters (e.g. recent changes) and user saved filters, presented under the specified workgroup (including Bookmarked):

For databases you create you will be a member of the Database Owners group, but you may create other groups or may have been added to groups created by others. Each workgroup sharesits set of saved filters.

Bookmarking

Bookmarking allows users to select the records that interest them from a larger shared database; this is particularly relevant for internet bookmarking and bibliographic databases. Searches can be targeted to just the records you have bookmarked.

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