Search the library

The search engine in the Upland Qvidian library works like most other search engines you encounter, such as the ones you use to search the internet. You can use search operators to precisely specify the exact search term. The Upland Qvidian search engine also allows you to specify what to search in your search settings. You can refine your search results by applying filters. There are several ways to search the library:

  • Search Bar: Use the search bar on the Upland Qvidian home page header to launch a new library window or tab. Enter search text into the search bar, then click or press Enter. Each new search opens a new instance of the library page in a new tab or window. This ensures that any search already in progress in an existing library instance is not interrupted.
  • Searching from Projects: Run a search from a project to open the library page in a separate window or tab that is pinned to the project. Subsequent searches from the project will continue to use the same library window or tab. This ensures that any folders and filters you select will continue to be used.
  • Run search from a Home page panel: Running a search from a homepage panel launches a new library instance for each search. This ensures that a new search does not interfere with a search already in progress in an existing library instance.
  • From the library:
    • Run a new search by entering text in the search bar and clicking the Search Search button button or pressing Enter.You can apply standard filters and folders to refine your search.
    • Run a saved search. To find your saved searches click the Saved Searches and History button on the left side of the search bar.
    • Run a suggested search. Historical and saved searches are suggested to you in a drop-down list when you click in the search bar and continue to enter text in the search field. Suggestions are based on searches that you and other users with the same role have run and as well as saved searches.

      • Note: Sharing suggested searches between users within a role is possible if the role permission Allow sharing of suggested searches within role is enabled.

      Tip: Search text and/or terms are limited to 10,000 characters.

      Note: You can turn on or off suggested search in the search settings. For more information on setting up your search preferences, see Search Preferences & Settings.

Upland Qvidian searches the Content, Content Title, Learned Term, Keywords, and Content ID fields by default. If you do not find the records you seek, change the search term to produce different results. You can also broaden the search scope by including more fields to search in the Search Settings. If the search result set is large and you cannot find what you seek, refine the search results by using standard filters from the filters tab in the left navigation panel. To learn more about using filters, see Filter the Search Results.

You can narrow or broaden the scope of your search using standard Boolean operators to define the relationship between words and phrases in your search term.

Example: Consider the search term Banking services financial statement 2023 and you intention is to search for all records containing these terms Banking, services, financial statement and 2023GM . For the search engine to match the exact phrase financial statement,add it in double quotes, "financial statement". The final search term would contain 3 words and 1 phrase: Banking services "financial statement" 2023.Alternatively, you could also search for "Banking Services" "financial statement" 2023 containing two phrases and one word. By default, the Upland Qvidian search engine uses the OR Binary operator. That means it searches for the occurrence of any of the words or phrases in a content record.

You can further refine the search using any of the following methods:

  • AND / MATCH ALL: Include AND between them to search for content records containing all the words and phrases bound by AND. For example, the search term "Banking Services" AND Finance would search for the occurrence of the phrase "Banking Services" and the word Finance in a content record.
    • MATCH ALL ACROSS FIELDS: The Match ALL/AND search will also find content that contains all terms across multiple fields. This allows you to find more content, but will still rank matches within the same field higher.
  • OR / MATCH ANY: Include OR between search words and phrases to find any of the words or phrases in the content records.
  • EXCLUDED TERMS: Include a dash in front of a term to exclude content matching that term.
  • GROUPING OF TERMS: You can include parentheses around a set of terms to more clearly define how the search should work. For example, it may be unclear what you’ll get by searching on Carrot AND Apple OR Banana, but you now have the option to specify Carrot AND (Apple OR Banana) or (Carrot AND Apple) OR Banana. You cannot nest the parentheses, but you can include more than one group, like (Carrot AND Apple) OR (Banana AND Cucumber).
  • WILD CARDS: To search for text based on a few characters, type the first few letters or numbers followed by an asterisk (*), which represents any number of letters or numbers. For example, searching for bank* can match any of the following: bank, banks, banking, bankers etc. Similarly, searching for *nk can match any of the following: bank, rank, tank, sank, etc.

Tip: If a content record does not show in the search results even when you know it is in your library. Then you may be restricting your search using filters or excluding some fields to search. You can include more fields to search from the search settings. You can remove some of the default filters set in your workspace. When in doubt, check your search preferences. To know more about Search Preferences, see Search Preferences & Settings.

If you know the Content ID of the records you are trying to locate, a direct search for a content ID number will include content records which contain the number anywhere in its text or properties. You can search for specific Content IDs numbers without changing your filters by using a syntax search. This search only returns records with the specific Content ID number(s) you searched.

Note: Qvidian does not recognize a number as a learned search term if it matches a Content ID found in the search results and hence will not add it to the set of learned terms. This prevents a record's learned terms from becoming cluttered with Content IDs.

  1. In the search field, enter a left bracket, the tag, a colon or space and the Content ID number or a list of numbers delimited by a space, comma, or semicolon, and a right bracket.

    2. Example: [ID: 123] [Content IDs 123, 456, 789]

     The following tags, which are not case-sensitive, can be used:

    • ContentID
    • ContentIDs
    • Content ID
    • Content IDs
    • ID
    • IDs

  2. Click the Search Search button button or press Enter.

Note: The search ignores non-integer values within brackets. It considers anything outside the opening and closing brackets are normal search terms. Without a closing bracket, it considers everything to the right of the tag as a content ID. It also ignores non-integer values. Custom filters still apply.

Next tasks

  • If you weren't able to find the content record for which you were seeking, try an advanced search.
  • Once you've completed your search, learn how to Work with the search results .
  • Once you have found your content record, you can perform multiple actions on it such as Edit, Download, Export, and Preview.