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Hi All, I have been using Intella for about a year now, as part of a massive project at my organisation. One of the things that we have enabled is the "Custom ID" feature, which has been really helpful to match items between cases. However, we can't seem to search by Custom ID in either of the cases. Can anyone advise how it would be possible to search for items via this ID? I have tried via the Text Search, but this doesn't seem to work (we have all available options selected within the Text Search field scope). Any help would be greatly appreciated. Cheers! James
How to Test Keywords Queries Our Support Team is often asked by our users how to structure a search query (s) using the available Intella search options. Often the user will send in a long list of queries and ask us to help them understand which ones they can use, or ask us to come up with a list of search terms based on a description of what they are hoping for. Unfortunately we are unable to test queries for customers as part of support. We don't wish this to sound unhelpful however, there is usually not one single query but a range of queries and methods needed to get to the final goal. Experience tells us that trying to do a search in one string can often times be more time consuming (working out the query) and much less effective than doing it with a number of searches, filters and tags. This is also consistent with the approach of searches, filters and tags we teach in our training class. Secondly without access to the data it would take Vound support hours to try and recreate the customers scenario with no guarantee that we can supply the answer the customer is looking for. Hence we cannot justify the time and effort of trying to find one Über query. Whether you are looking for syntax advice, how to structure a query or what steps to take to find a set of results. Our suggestion is that you do the following tests. The tests only take a few minutes to do and will lead to much better results and understanding of Intella. Typical Support Question Dear Support, we need your advice on creating a search that will only find documents that contain all of the following: As a single phrase business analyst anywhere that the words business OR analyst are within 10 words distance of responsibilities We tried the query below but it failed as invalid! And we don’t understand why? (("business analyst" " analyst responsibility) /6 (response*)) OR business? AND analyst Suggested Test Method To begin with, we need to perform a test to check the validity of our search syntax. To start the test we create four or more text files. In three files we ensure that the single term appears amongst other text. We add extra text to each document because if you need to find car within 10 words of bus, “car bus”~10 you will need a document with 1 – 10 words between those terms to test effectively. It also makes the test more realistic and possibly shows false positives if you use similar terms in the test, eg car-port, bus stop. In a fourth text file we add all four terms, again amongst other text. We find the easiest way to generate text is to Google the term and select a Wikipedia article. Then copy and paste a paragraph that has the terms we want, eg for the term business analyst see http://en.wikipedia.org/wiki/Business_analyst Once we have all four text files we index the four files in a folder and test the best options. Then we can scroll through looking for the perfect search, and testing for validity of a term. Example: Result Total Count returned "business analyst" "business responsibilities" "analyst responsibilities" 0 "business analyst" (business OR Analyst responsibilities) 0 Fails as the OR in () is invalid "business analyst" business OR Analyst responsibilities 4 "business analyst" "business responsibilities"~10 "analyst responsibilities"~10 1 –Winner! Notes Using Correct Search Language Commonly users will send a list of queries that use search language other than that used in Intella. For example: ” /n, eg duty /5 care – This is a proximity search for a different tool. It will fail to work with Intella. Do use the manual to find and use the correct queries. The Words Tab Advantage Another useful keyword testing method is using the Words tab to see what specific words Intella has listed in its index. For example, if you review the 4 documents produced for our search above you can see that the Words tab lists the word ”BA” short for Business Analyst. Very useful to know as it now changes the search to something like BA "business analyst" "business responsibilities"~10 "analyst responsibilities"~10 Take advantage of the Words tab to help you understand how Intella has indexed specific words. The Words tab is also useful for looking for numbers, and to understand how punctuation and special characters are indexed. For example sarbanes–oxley act These tests can be used to test the validity of a search, find which words you can search for or find the best single query to use specific to your evidence. Attached are the four text files I used in the example above. Please feel free to test this method for yourself. It will also help you to learn the types of searches Intella can perform. Please do feel free to add your tips to this thread for other to use. ALL-TERMS.txtPART1-TERMS.txtPART2-TERMS.txtPART3-TERMS.txt