How to use SciNote's Global Search

SciNote's Global Search provides an easy way of finding a specific entry without having to navigate through multiple product areas

The global search feature in SciNote can be easily accessed from the top left of the page and is available for use throughout the entire SciNote platform.

Quick Search

• The quick search feature enables users to swiftly access results in real-time without the need to navigate through the search results page.
• The quick search feature is triggered when users input a minimum of two characters into the search box, prompting a pop-out to display the quick search results.
• The quick search allows users to:
  • Apply one of the three quick search filters
    • Experiments: narrows down searching to active and archived experiment names
    • Tasks: narrows down searching to active and archived task names
    • Task results: narrows down searching to active and archived task result names

• • Choose one of the quick search results to quickly navigate to the desired object.
  • Access the global search results page by pressing the enter key or choosing 'All search results'.
  • 

Search History

• The search history feature will only show the five most recent searches that have been submitted.
• Quick searches are not recorded in the search history; only global searches are saved for reference.
• Additionally, clearing cookies or using different browsers may impact the display of your search history.
• Selecting one of the listed recent searches will populate the search field and the quick search results will be displayed accordingly.

Search Filters

• Filter by type: ​
  • This filter allows you to specify the object type relevant to your search query
  • By default, no type is selected​ and only one type can be chosen at a time​
  • If a type is selected, the search will focus and show only the chosen object types on the global search results page
  • 

• Filter by created date AND filter by updated date (operator and date picker)​
  • This filter refines the search results based on the timestamps of when the objects were created or updated

• • Date picker(s) are shown based on the selected operator: one date field for "On" and two date fields for "Custom"
  • If the date field is left empty, it will be excluded from the search (no automatic filling with the current date)
  • If "Custom" is selected and one date field is left empty, the empty field is considered as "open-ended."
  • 

• Filter by team: ​
  • This filter offers a dropdown menu where users can select multiple teams they belong to, allowing them to specify the team or teams they want to search within
  • The user's current team is automatically selected by default
  • If no teams are selected, SciNote will search across all teams and provide results from the teams that the user has access to
  • 
• Filter by user: ​
  • Users can utilize this filter by selecting multiple team members from the teams chosen in the "Filter by team" option
  • Click on the information icon for a detailed explanation on how filtering by user works​
  • This filter helps narrow down search results by displaying entries where the selected user(s) are the creator, modifier, or are assigned to the entry based on data in the activity log

• • Users are not automatically selected by default
  • 

• Archived objects: ​
  • By default, the search results include archived objects
  • Users can choose to include or exclude archived objects from the search results by toggling a checkbox at the bottom of the filters pop-out ​

Search Results

General overview of search results:

Search results filtered by object (Tasks):

• Here is an overview of how the search engine analyzes search queries to generate results for all newly categorized search outcomes:

  • Folders: query match based on folder name​
  • Projects: query match based on project name and project comments​
  • Experiments: query match based on experiment name and description​
  • Tasks: query match based on task name, details (including tags), notes, and comment​s (NOTE: this does not include comments made on steps within the task)
  • Task protocols: query match based on protocol name, protocol description, step names, step contents, and step comments​
  • Task results: query match based on result name, result contents, and result comments​
  • Files (from steps, results, inventory items – combined): query match based on file name and file content​ (as long as content is machine-readable)
  • Inventory items: query match based on any inventory item field​
  • Protocol templates: query match based on template name, protocol description, step names, and step content​
  • Label templates: query match based on name and template description​ (NOTE: only visible if custom label template add-on is enabled)
  • Reports: query match based on report name and report description
• Users can toggle between two results page types: ​
  • Display of search results for all object types​
  • Display of search results for one specific object with sorting capability

Boolean operators

SciNote's global search supports the use of Boolean operators (AND, OR, NOT) and quotes. Here is an overview of how they work:​

• AND: search results will include all of your search terms, regardless of their order, without the need for them to be next to each other. This helps narrow down the search results.
  • Example: sodium AND magnesium​
• OR: search results will encompass either one or both of your search terms in any sequence, thereby broadening the scope of the search
  • Example: sodium chloride OR NaCl​
• NOT: search results will omit specific search terms from your query, helping to narrow down the search by excluding irrelevant results
  • Example: MgCl NOT NaCl​
• Quotes: should be used to specify an exact match and maintain the order of the search phrase, which helps narrow down the search results.
  • Example: “sodium chloride”

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