See also:You can search for items in a specific eRoom, or you can search an entire site for items or eRooms. If Content Server search is enabled (eRoom Enterprise only) for your site and community, you can access the search page of the Content Server.
See also:
eRoom provides two search forms for eRoom-level searches: a quick search form in the map, and the eRoom's main search form. The one you use depends on what you want to search for and the complexity of your search criteria. In general, use the quick search form to find unread items, or to find items with particular text; if you have more detailed criteria, use the main search form.
Note: When you apply search criteria
to filter items in an eRoom, these criteria persist for the duration of
your browser session unless you either clear them (in either the map's
quick search form or in the main search form), or change them. Even with
a search filter in effect, however, you can hide results
lists in either the map or
the item box to show an
unfiltered view of items.
In the map's header bar, click 
. (To display the map if it's hidden, click
at the top left.)
The map's search form opens.
Specify your search criteria:
(To search using other criteria, click "
more options" to open the main search form, and use the procedure
below).
In the map, click the "search" button.
eRoom finds all items that match your criteria and lists them in the map under "Search results". Click on any item to go to its page.
In the button bar
of the eRoom's front page, click "
".
Or, in the map's search form, click "
more options".
The "Search the eRoom" page opens. Its title is added to the path below the eRoom's banner (so you can navigate back to the eRoom's front page).
Specify your search criteria (text, date, owner, unread only, or custom fields).
You can use the different types of search criteria alone or in combination.
Below the search form, click the "Search" button.
eRoom finds all items that match your criteria and lists them in a results box under the search form.
Note:
To close the "Search the eRoom" page and return to the front
page of the eRoom, click the eRoom's name in the path.
You can search for items based on these criteria: text (including titles and comments), date, owner, unread status, or custom field values (if any). eRoom searches all parts of eRoom pages -- text, titles, and comments -- as well as the contents of files, for items that match your search criteria. Search results show all items that match your criteria, including Content Server-linked files (with eRoom Enterprise only) and hidden items to which you have at least open rights.
To search for text, you enter a search expression made up of text characters, plus any special characters to refine your criteria.
In the search text box, you can enter words or phrases in upper or lower
case, and you can use wildcard characters.
Wildcard |
Replaces |
Example |
|
question mark (?) |
a single character |
wom?n finds woman and women |
|
asterisk (*) |
several characters |
comput* finds computers, computing, and so on |
You can also use logical operators in your text search criteria.
Operator |
Finds |
Example |
|
AND |
items containing all of the specified words or phrases |
poetry AND Greece finds items that have both the word poetry and the word Greece. |
|
OR |
items containing at least one of the specified words or phrases |
Poetry OR Greece finds items containing either word or both word. |
|
NOT |
items that include the first word and exclude the second |
Poetry NOT Greece finds items that contain the word Poetry, but not Greece. |
You can type logical operators in any combination of upper- and lower-case letters.
To search for a specific phrase or name, enclose it in double quotation marks ("). If you enter a phrase or a name without quotes, eRoom interprets each space between words as a logical AND. For example, typing International Space Station is equivalent to typing International AND Space AND Station&emdash;you might find an item that contains the sentence, Space exploration reaches beyond international boundaries with the station in place. To find only those items containing the exact title in text, enter "International Space Station".
To simplify a complex text search, you can group elements of a search expression with parentheses. For example, if you are looking for information on the Fairbanks Country Day School, you might specify Fairbanks NOT (Douglas OR Alaska). eRoom looks for items containing the word Fairbanks, but not Douglas Fairbanks or Fairbanks, Alaska. Parentheses work with any of the logical operators.
To search for one of the logical operators, enclose the operator in double quotes. For example, you could enter Portland AND (Oregon OR "OR") to look for either Oregon or its US Postal Service abbreviation OR.
Using the main search
form, you can search for an item modified on a certain date or within
a particular time period. To search by date, decide on the appropriate
time period -- any, on,
before, after,
or between -- and then specify
the date or dates. You can type the dates, or click the date picker (
)
to open a calendar for selecting dates.
Note: When you search by date, eRoom
retrieves project plans and project tasks
whose modification dates match. Start and finish dates are not matched.
You can search for an item based on who owns it by clicking the member
picker (
). On the Choose Members page, your choices are
Anyone -- Find an item regardless of who owns it.
Everyone -- Find any item that any member who can get to it can edit.
Coordinators Only -- Find any item that only coordinators can edit.
This Member -- Find any item that the member, group, or role you specify has Edit rights to.
Note: When you search by owner, eRoom
retrieves project plans and project tasks
whose owners (i.e. designated editors) match.
Check this box to search only for those items you have not yet read.
You can search for items based on values for any custom fields defined for items in eRooms in the facility. In this case, the Search page includes an Advanced button, which you can click to reveal each custom field with a drop-down list of the their values (except for text values), including "any". For example, if items in your eRoom have custom "Status" and "Priority" fields, you might want to find all items with "Approved" status and "High" priority.
To hide the custom fields on the Search page, click Basic.
You can look for items or eRooms in a site using the "Search All eRooms" page.
On your My eRooms
page, click 
.
Or, in the eRoom's button
bar, click , and then on the "Search the eRoom" page, click .
The "Search All eRooms" page opens.
Pick whether you are searching for items (the default) or eRooms.
If you are searching for items, you must specify text or date criteria, or both. eRoom searches for matching items only in eRooms you are a member of.
If you are searching for eRooms, you can only specify text criteria. eRoom searches for matches among eRooms that you are either a member of, or that you are not a member of but in communities that you are (as long as the eRooms are not unlisted).
If you are an administrator, you can select the "Search all eRooms I administer" check box so that eRoom searches the site for eRooms or items in eRooms that you are allowed to open, including those you are not a member of.
Below the search form, click the "Search" button.
eRoom finds the items or eRooms that match your criteria and lists them in a results box under the search form.
If Content Server searching is available in your site and community, the "Search All eRooms" page has a section labeled "Content Server search". This section shows a link for each community to which you belong that has a Content Server connection and a search URL. Click a link to launch a Content Server search and log in, if necessary, to the repository specified for the search. Run your search in the Content Server search page that opens in a new browser window.
An item search produces the first 250 items (or fewer) that match your search criteria. If the item you want to find is not in that initial group, try narrowing your search to produce fewer results. The more search criteria you can specify (date range, owner, etc.), the more you weed out unintended items from your results.
Note:
If rights management
is enabled in your eRoom, protected files are not indexed for searching.
You can, however, locate such files using the file name and properties.
When you use the quick search form, your results replace the unfiltered item tree in the map, and you cannot expand or collapse the item tree. The item box shows items as usual, unfiltered by the search criteria. In this case, you can
Click on any item in the results list to open it.
Drag and drop out of the results list (but not into it).
Navigate in the eRoom using the (unfiltered) item box.
Toggle the display of the map between the search form and the unfiltered item tree by clicking "Search" or "Map", respectively, in the map's header bar.
When you use the eRoom's main search form, your results replace unfiltered items in the item box. If the map search form is open, it shows results filtered according to the latest search. You can
Click on any item in the results list to open it.
Drag and drop out of the results list (but not into it).
Navigate in the eRoom using the (unfiltered) item tree in the map.
To hide the main search form/results box, click the name of the eRoom either at the top of the map (if it is showing), or in the path above the map.
When you search a site for eRooms, your results appear in a list on the "Search All eRooms" page. Column labels in the list of eRooms that match your text criteria show
For eRoom searches, results that match your text criteria show
whether each found eRoom is in your list of Active eRooms
the eRoom's name
the coordinator contacts (if
provided) -- click 
to send email
the eRoom's description (if provided)
the community the eRoom belongs to
Click the name of an eRoom to go to its front page.
When you search a site for items, your results appear in a list on the "Search All eRooms" page.
Items in the results list that match your text and/or date criteria are ranked according to relevance. Relevance is based on how closely the item matches your criteria -- for example, an item's title ranks higher than description text, a high frequency of a text string occurrence ranks higher than low frequency, and so forth.
In addition, column labels in the list of items that match your text criteria show
the item's name and unread status
the date the item was modified
the item's owner(s)
the item's parent container (if not at the eRoom's top level)
the eRoom the item was found in
Click an item to open it.