enLighter User Manual table of contents
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enLighter Searching and Reports
 
This section applies to: All Products

Searching and Reports Topics
What is an enLighter Search?
What is an enLighter Report?

The Search Interface
  Search Term(s)
  "Within" Criteria
  Date Ranges
  Users (Professional and Networks only)
  Site Filters
  Libraries (Professional and Networks only)
  Categories
  Search Results

Search Reports
  Reports and Searches - The Connection
  Stored Reports (Professional and Networks only)
  Report Criteria
  Generating Reports

Search History?
Search Engines and QuickSearch?


 
What is an enLighter Search? Searching and Reports top
 
An enLighter Search involves matching given term(s) and other criteria across all indicated Libraries, Categories, Documents, Highlights and Comments.  A list of all matching Documents is given as the Search Result.  The ability to focus matches to very discreet elements, such as "Comments only" or "only entries made last week", makes the Search tool very powerful.  Consider starting your research here: maybe someone already found what you are looking for.  An enLighter Search does not use external Search Engines (see QuickSearch instead). 


 
What is an enLighter Report? Searching and Reports top
 
An enLighter Report takes the result of an enLighter Search and formats it into a single, printable HTML document.  Various elements can be displayed, allowing a degree of customization of the Report output.  enLighter Professional and enLighter for Networks users may also create Stored Reports, allowing repeated runs of the same Search and Report criteria. 


 
The Search Interface Searching and Reports top
 
Topics:   Search Term(s)
  "Within" Criteria
  Date Ranges
  Users (Professional and Networks only)
  Site Filters
  Libraries (Professional and Networks only)
  Categories
  Search Results
There is a difference between the Search interfaces for enLighter Retriever and the other products.  Due to Retriever having only one Library and some additional features in the enLighter Professional and enLighter for Networks tools, there are differences that are described where necessary below. 


The enLighter Retriever Search interface.  Note the Reports section (f).



The enLighter Professional and enLighter for Networks Search interface.

The Search interface has the following components:
  1. Search Term(s) - type the search terms into this field.
  2. Recent Terms and Search Button - click the arrow to see a list of recently used Search terms, and push the button to begin the Search.
  3. Within Settings - specify where to look for the given terms.  More details are given below.
  4. Date Filter - you can set a given range of dates to isolate the Search.
  5. Site Filter - should you only want to search Documents from specific URLs or sources.
  6. Search Report (Retriever only) - the simplified Reports interface for enLighter Retriever.
  7. Categories - you can select specific Categories should you want to narrow your Search.  You can choose to display Categories with or without their unique colors and styles.
  8. Users (Professional and Networks only) - filter against who contributed the information.
  9. Libraries (Professional and Networks only) - specify which of your Active Libraries are to be searched.


Search Term(s) Search top Searching and Reports top
 
You can narrow your Searches very effectively with well-chosen search terms.  Each consecutive term is considered a logical AND, i.e. a match requires all of the terms.  Terms are not case-sensitive, and can be structured with quotes to maintain word groupings.  An example: using "ice cream" will give results with the two words in conjunction, far more focused than either word appearing by itself.


"Within" Criteria Search top Searching and Reports top
 
There are three areas of textual content that enLighter is able to Search for you.  One is the originating document text, i.e. the textual content of the original web page.  The second are the Highlights, which are specific areas of the original text that were deemed important by a user.  The third are Comments.  Comments are the additions and notes users have added to the Document, and can be the most useful when used properly.  You can specify any one or any combination of the three types with the "Within" settings.


Date Ranges Search top Searching and Reports top
 
Sometimes the date can be important in finding the information you are searching for.  You can select subjective dates such as "one week ago" or, using the ellipsis button (...), a specific date.

 
Set a date range for your Search using given date selections or a specific date.

Only Documents that were stored within your given date range will be considered in the Search.


Users
(Professional and Networks only)
Search top Searching and Reports top
 
If you are using Professional or Networks and wish to specify additions made by a user or set of users to either exclude or include in your Search, click the "edit users" button.  The following dialog will open:



You can specify which user(s) to include or exclude from your Search.

You can include or exclude a username by first finding it in the left-most list, selecting it, and then pushing the ">" button beside either the include or exclude list.  Likewise, removing a user from a list involves selecting it and then pushing the "<" button.  To add or delete users from the main list, use the Add User tool at the top of the page, or select the username from the left list and press the Delete button at the bottom.


Site Filters Search top Searching and Reports top
 
If you want to narrow your Search to only include specific Document site (URL) sources, use the Site filter.  An example can be seen by clicking "example...", which explains to separate URL fragments (e.g. www.cnn.com, disney.com, .org) by commas.  Each Document will only be considered if it has a source URL that contains one of the fragments you have submitted.


Libraries
(Professional and Networks only)
Search top Searching and Reports top
 
Retriever has only one Library, but the other products can specify which Library(ies) to include in the Search.  Notice that the Categories list will change according to which Libraries have been chosen.  This is a primary way of focusing your Searches.  Use the "expand all" option to open all branches of the Active Libraries for easier selection.


Categories Search top Searching and Reports top
 
The Category list will include all Categories from the selected Libraries.  You can turn the Category styles (color, etc.) on and off for easier reading or recognition.  You can also toggle your selections using the "select (all/none)" at the top right of the Categories area.  Use the Category filter to help specify the target of your Searches.


Search Results Search top Searching and Reports top
 
Search results use the Document Manager to display the resulting document hits.  This provides a common way to view Documents, and allows Previews and deletion when required.  See more in the Documents section of this manual.


 
Search Reports Searching and Reports top
 
Topics:   Reports and Searches - The Connection
  Stored Reports (Professional and Networks only)
  Report Criteria
  Generating Reports



Reports and Searches - The Connection Reports top Searching and Reports top
 
When you run an enLighter Search, you set a variety of criteria and terms and get a set of results in return.  Search Reports are the same - they are the results of a Search made with certain criteria and terms.  Reports differ from the Search Results in that they are (a) complete, not partial result sets, and (b) formatted for printing in a single HTML document.  There are a few additional settings (criteria) that will change the format and content of a Report, as described below.


Stored Reports
(Professional and Networks only)
Reports top Searching and Reports top
 
Stored Reports are a way to remember both a set of Report criteria (should you wish to run the Report again or periodically) and to remember specific Search criteria.  Even if you have no intent on running a Report from a set of Search criteria, you can quickly reset your Search by using the "open as search" option in the Stored Reports. 


You can store Search criteria as well as Report criteria in Stored Reports.

The steps to creating a Stored Report are as follows:
  1. Set up your Search criteria on the Search interface screen.
  2. Return to the Reports screen and set your Reports Criteria (more below).
  3. Activate the "run a Stored Report" option.
  4. Type an appropriate label for the new Stored Report.
  5. Press the "new" button.
Select a Stored Report and you can rename, delete, or update (resave all Search and Report criteria) using the relative buttons.


Report Criteria Reports top Searching and Reports top
 
There are slight differences between the Retriever and Professional / Networks Report Criteria, but each option defines how the Report will be structured and what content it will contain.


Report criteria are different in Professional / Networks (top) and Retriever (bottom).

The Report Criteria are:
Criteria Label(s) Description
"originating search criteria"
or "criteria"
Include a header in the Report with the Search criteria specified.
"content sample from search"
or "samples"
At the beginning of each Document section in the report, place a sample from the originating document text, if available.
"stored report label" Include the name of the Stored Report, if one is being used.
"matching comments"
or "comments"
List all of the matching Comments for each Document.
"dates" Include all relevant dates for each element.
"Library of origin" Display the Library label for each Document in the Report.
"matching highlights"
or "highlights"
List all of the matching Highlights for each Document.
"usernames" Display the owner's userid for each Highlight or Comment in the Report.



Generating Reports Reports top Searching and Reports top
 
If you are using Professional or Networks, you may use the current Search criteria (the current settings of the Search interface) for your report or the settings of a Stored Report by selecting the mode at the top of the Report page.  In all products, after selecting any additional Report criteria you can indicate where to save the resulting HTML document and run the report.  Because a Report requires the entire result set of a Search, it will re-run that Search and gather all of the data.  The Report output will be saved to file and opened in a new window for review.