Skip to main content
Ctrl+K

Colectica 7.6

  • Introduction
  • DDI Tools
  • Additional Resources
  • Changelog
  • X
  • GitHub
  • LinkedIn
  • YouTube
  • Introduction
  • DDI Tools
  • Additional Resources
  • Changelog
  • X
  • GitHub
  • LinkedIn
  • YouTube

Section Navigation

  • Colectica for Excel
    • Document Data
      • Document your Excel Workbook
      • Add Detailed Information about each Column
      • Add Additional Fields to your Documentation
      • Create a Code List for a Column
      • Reuse a Code List
      • Validate Metadata Quality
    • Publish Documentation
      • Export Information to Standardized XML
      • Create Publishable Documentation
    • Import Data
      • Import Data into Excel from SAS
      • Import Data from SPSS
      • Import Data from Stata
    • Configuration
      • Modify the Authoritative Agency of your Metadata
      • Register your copy of Colectica for Excel
    • Frequently Asked Questions
  • Colectica Designer
    • Get Started
      • Installation
      • The Ribbon
      • The Navigator
      • Send Feedback
    • Create Items
    • Browse and Search
      • Home Page
      • Checkouts
      • Browse
      • Search
    • View and Edit Items
      • The Item Editor
      • Work with Text
      • Reference Items
      • Controlled Vocabularies
      • Annotations and Custom Fields
      • File Attachments and Other Materials
      • Save Items
      • View References
      • View History
    • Manage Content
      • Data
        • Document a Dataset
        • Update Dataset Documentation Based on a Data File
        • Generate a Dataset Description from a Survey Instrument
        • Apply a Metadata Input Sheet
        • Apply Metadata from Another Dataset
        • Compute Summary Statistics
        • Apply Statistics from a Spreadsheet
        • Remove Summary Statistics
        • Create a PDF Data Dictionary or Codebook
        • Organize Variables into Groups
        • Synchronize with Concept System
      • Data Collection
        • Design a survey instrument
          • Add a new question
          • Add an existing question
          • Add a statement
          • Add a conditional branch
          • Add a section
          • Add an existing sequence
          • Add a loop
          • Reorder items
          • Remove items from a survey
        • View All Questions in a Survey Instrument
        • Manage survey questions
        • Generate a Paper Questionnaire
        • Publish to a Computer-assisted Interviewing System
          • Generate Blaise Source Code
          • Generate a REDCap Survey or Data Dictionary
          • Generate a queXML Survey
          • Generate CASES Source Code
          • Generate a CSPro Survey
      • Research Lifecycle
        • Document a Study
        • Document a Series of Studies
      • Data Concordance
      • Classifications and Code Lists
        • Create a Code List
        • Edit Classifications
      • Quality Statements
        • Define a Quality Standard
        • Quality Standards for SIMS, ESQRS, and ESMS SDMX
        • Create a Quality Statement
        • Publish to PDF
        • Specify Site-wide Information to be used in all Quality Statements
      • Foundational Metadata
        • Manage Concepts
        • Universes and Populations
        • Code Lists and Categories
        • Metadata Packages
    • Common Commands
      • Validate Metadata Quality
      • Validate with XPaths
      • Duplicate a Metadata Item
      • Deprecation
      • Delete from Repository
    • Import
      • Import Data
      • Import Surveys
        • Blaise
        • CASES
        • IBM SPSS Data Collection / SPSS Dimensions
        • QueXML
        • REDCap
      • Bulk Ingest
      • Concordance Information
      • Import Other Resources
        • Code Lists
        • Metadata Spreadsheets
        • DDI
        • Import from SKOS
    • Publish
      • Generate Documentation
      • Publish to Colectica Repository
        • Configure a Remote Repository
        • Check out an Item
        • Publish a Checkout
        • Update a Checkout
        • Tag a Checkout
      • Export to Open Standards
      • File Storage Service
    • Work with Open Standards
      • View DDI 3
      • Validate DDI 3
    • Administration
      • Local Database
      • User Settings
      • User Interface Configuration
      • Site-wide Repository and Workflow Server Configuration
      • Site-Wide Default Language
      • Site-wide Custom Field Configuration
      • Site-wide User ID Configuration
      • Controlled Vocabulary Configuration
      • Disable Update Check
      • Disable Application Insights
  • Colectica Questionnaires
    • Get Started
      • Installation
      • Activation
      • Create a Survey
      • Open a Survey
      • Save a Survey
      • Configure Repositories
    • Design Surveys
      • Add a Question or Other Survey Item
      • Survey Items
        • Static Content
        • Questions
        • Choice Grids
        • Question Grids
        • Rosters
        • Sequences
        • Computations
          • Functions for Computation Assignments
        • Edit Checks
        • Blaise 5 Data Lookup
      • Dynamic Text Replacement
      • Custom Fields
      • Reuse Questions
      • Organize a Survey
      • Display Logic
      • Parameters
      • Survey Output Names
      • Survey Properties
      • Multiple Languages
    • Search and Analysis
      • Search
      • Check for Errors
      • Questions
      • Flowchart
    • Collaboration
      • Synchronize with Repository
      • Commenting
    • Publish
      • Survey Specification
      • Paper Form
      • DDI XML
      • Blaise 5
    • Roadmap
  • Colectica Repository
    • Functionality
      • Metadata Repository
        • Colectica Platform Overview
        • Colectica Repository Overview
        • Storage
        • Security
          • User Authentication
          • Security Modes
          • Roles
          • Repository Methods and Roles
          • Permission Management
          • Access Controls (Permissions)
          • Encryption
        • Agency Management
        • Multilingual Support
        • Search Capabilities
      • Web Portal
        • Home
        • Search
        • Explore
        • Basket
        • Item Details
        • Account Management
        • Administration
          • Dashboard
          • Reports
          • System Status
          • Users
          • Site Information
          • Agencies
          • Item Types
          • Languages
          • Pages
          • Extensible Buttons
          • File Storage Service
        • Extensibility
      • REST API
        • Web Services Overview
        • Configure the REST API
        • REST API Examples
          • Search
          • Get an Item
          • Relationship Search
      • Colectica Workflow Services
        • User Guide
          • Request publication of an item
          • View workflow items that need review
          • Preview an item that needs review
          • Approve publication of an item
          • Deny publication of an item
          • Designate a user or group to be responsible for an item
          • Unpublish an item
        • Deployment 6.2
          • Deployment Options
          • Set up DNS
          • Create the Database
          • Configure System Prerequisites
          • Deploy Site Binaries
          • IIS Configuration
          • Configure Workflow Website
          • Install and Configure the Workflow Service
          • Install and Configure the Workflow Preview website (Optional)
          • System Configuration
          • Test
        • Deployment 7.0
          • Deployment Options
          • Set up DNS
          • Create the Database
          • Configure System Prerequisites
          • Deploy Site Binaries
          • IIS Configuration
          • Configure Workflow Website
          • Configure Windows Authentication
          • Install and Configure the Workflow Task Runner
          • Install and Configure the Workflow Preview website (Optional)
          • System Configuration
          • Test
        • Configuration
          • Configure email notifications
          • Configure email templates
          • Configure live previews
      • Colectica RDF Services
    • Technical Documentation
      • Hosting Options
      • Database Options
      • Authentication
        • Configure OAuth2 OpenID Connect (OIDC)
        • Configure Local JWT Token Provider (Optional)
        • Configure Active Directory
        • Configure Azure Active Directory
      • Security and Attack Mitigation
      • Item Type Identifiers
      • Advanced Search
      • Elastic Indexer
      • Elasticsearch Indices
      • Theme and Styles
      • Localization
      • Observability
      • Discoverability and Harvesting
      • Metadata Structure for the Explore Page
      • Frequently Asked Questions
    • Deployment
      • Preparation
        • DNS
        • Configure System Prerequisites - Windows
        • Configure System Prerequisites - Linux
        • Create the Repository Database
        • Configure the Environment
        • Service Account Permissions - Windows
      • Deploy Binaries
      • Configuration
        • appsettings.json
        • Web Portal Administration
        • Email Templates
      • Authentication
        • Configure OAuth2 OpenID Connect (OIDC)
        • Configure Local JWT Token Provider (Optional)
        • Configure Active Directory
        • Configure Azure Active Directory
      • Running Repository
        • Running Repository on Linux
          • Running Repository Standalone on Linux
          • Running Repository with a Proxy on Linux
          • Running Repository on Linux with Docker
        • Running Repository on Windows
        • First Run Configuration
        • Test
      • Windows Upgrade Guide
  • Colectica Curation Tools
    • Feature Overview
    • Depositor Guide
      • Sign Up
      • Log In
      • Create a New Catalog Record
      • Edit Methods Information
      • Upload Files
      • Submit for Curation
      • View Catalog Records
      • Depositor Alerts
    • Curator Guide
      • Log In
      • View Catalog Records
      • Perform Curator Review Tasks
        • Confirm Observation Counts
        • Check for Missing Variable and Value Labels
        • Compare Questionnaires, Codebooks, and Data
        • Check for Personally-Identifiable Information
        • Identify Potential Errors in Data Files
        • Confirm Code Executes Successfully
        • Confirm Code Replicates Reported Results
        • Create Preservation Formats
      • Update Data Files from Metadata
      • Request Publication
      • Catalog Record History
      • File History
      • Curator Alerts
    • Organization Administrator Guide
      • Log In
      • Create a User
      • Assign Permissions to a User
      • View Catalog Records
      • Assign Curators
      • Accept Publication Request
      • Catalog Record History
      • File History
      • Organization Settings
      • Organization Administrator Alerts
    • Site Administrator Guide
      • Site Settings
      • Create an Organization
    • Technical Documentation
      • Overview
      • Data Model
      • Automatic Information Versioning
      • DDI Lifecycle in Colectica Curation Tools
      • Storage
      • Software Components
      • Extension Points
      • User Roles
      • Multiple Organizations
      • Deployment
        • Create the Curation Database
        • Provision Storage Areas
        • Configure System Prerequisites
        • Deploy the Curation Web Application
        • Deploy the Curation Service
        • Deploy ClamAV
        • Configure the Curation System
        • Configure Error Alerts
      • Upgrade
    • ChangeLog
  • Colectica SDK
    • Class Level Documentation
    • Code Samples
    • Colectica Designer Addins
    • Deployment with Nuget
    • Enabling Visual Studio Intellisense for Colectica SDK
  • DDI Tools
  • Colectica Repository
  • Functionality
  • Web Portal
  • Search

Search#

Search Facets#

The left bar of the search page offers several search facets to control which search results will be displayed.

Note

Colectica Portal is highly configurable. Which options are available here depends on the configuration of your portal.

Item Types#

The Item Type facet determines which types of items will be returned in the search results. The most common types of items are show directly in the list. You can select additional types of items by clicking the More button. After selecting your preferred item types, click the Refine button to perform the search.

If no item types are selected, all item types will be searched.

Series, Study, Instrument, etc.#

Colectica Portal may be configured to allow you to search within certain items. For example, the Study facet allows you to select one or more studies, and only see results that are part of that study.

After selecting your preferred items, click the Refine button to perform the search.

Life Stage#

The Life Stage facet allows you to find only items related to particular life stage (e.g., Birth, Early Years, Adulthood).

After selecting your preferred life stages, click the Refine button to perform the search.

Topic#

The Topics facet allows you to find only items related to a particular topic.

After selecting your preferred topics, click the Refine button to perform the search.

Search Query#

Enter some text in the search query box. Only items containing this text somewhere in their definitions will be included in the search results.

Optional ElasticSearch Query#

Using the optional ElasticSearch backend, the following types of queries are available. Language specific stopwords and stemming are also available.

Example

Description

house

Searches for different forms of the word house (e.g., house, housing, houses)

house age

Searches for different forms of the word house AND age

house AND age

Same as above; The “AND” is optional

house OR age

Searches for either house or age

“house age”

Searches for the exact phrase house age

house -age

Searches for items that contain house but that do not contain age

+house

Searches for the exact term house; housing and houses would not be included

~house

Fuzzy search for house; may include close words like hose and huse

<house age>

Searches for house and age in close proximity to each other

Result Order#

The Sort by field determines the order in which search results are displayed.

Alphabetical

Items will be displayed in alphabetical order.

ItemType

Items will be sorted by their type (e.g., variable, question, study), and then alphabetically.

MetadataRank

Items will be sorted by their Metadata Rank. The more times an item is referenced by other items, the higher its metadata rank.

VersionDate

Items will be sorted by how recently they were published.

Advanced Search Options#

Click the More button, if available, to display advanced search options.

Include deprecated items

Determines whether items marked as deprecated will be shown in the search results. By default, deprecated items are not displayed.

Note

Depending on your portal’s configuration, advanced search options may not be available.

Performing a Search#

After choosing your search criteria, you can perform the search in a number of ways.

  • After typing in the search query text box, press the Enter key.

  • Click the blue search button connected to the search query text box.

  • Click the Refine button in any of the search facet boxes.

Results#

Search Summary#

The search summary shows:

  • All criteria used to perform the search

  • The number of results returned

  • The time taken to perform the search on the server

Results List#

Each search result contains several pieces of information:

  • A label for the item, which links to the item’s detail page

  • A basket icon, which allows you to add the item to your basket

  • Detailed text for the item

  • Breadcrumbs to show the context of the item

previous

Home

next

Explore

On this page
  • Search Facets
    • Item Types
    • Series, Study, Instrument, etc.
    • Life Stage
    • Topic
  • Search Query
  • Optional ElasticSearch Query
  • Result Order
  • Advanced Search Options
  • Performing a Search
  • Results
    • Search Summary
    • Results List

© Copyright 2025 Colectica.