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Colectica 8.0

  • 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
      • Panes
      • Icon Reference
      • Send Feedback
    • Create Items
    • Browse and Search
      • Home Page
      • Checkouts
      • Browse
      • Search
      • Browse and Search Within an Item
    • 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
        • Set Source Instrument
        • Generate a Survey Instrument from a Dataset
        • Apply a Unit Type or Universe to All Variables
        • Mark Negative Values as Missing
        • Apply a Metadata Input Sheet
        • Export 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
      • Data Concordance
        • Clear Concordance Relationships
      • Research Lifecycle
        • Document a Study
        • Document a Series of Studies
        • Create a Study in a Series
      • Classifications and Code Lists
        • Create a Classification from a Code List
        • Upgrade a Classification to DDI 3.3
        • Edit Classifications
      • Quality Statements
        • Define a Quality Standard
        • Quality Standards for SIMS, ESQRS, and ESMS SDMX
        • Create a Quality Statement
        • Create Quality Fields from Concepts
        • 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
        • Sort Items in a Group
        • Metadata Packages
    • Common Commands
      • Validate Metadata Quality
      • Validate with XPaths
      • Duplicate a Metadata Item
      • Compare Two Items
      • 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
        • Find Items with Changes or Updates
        • Replicate an Item
        • Update All Children to Latest
        • 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
    • Tutorials
      • Build Your First Survey
      • Add Routing and Checks
      • Personalize with Fills and Computations
      • Translate Your Survey
      • Check, Preview, and Export
      • Reuse Questions from a Repository
    • How-to Guides
      • Install Colectica Questionnaires
      • Record Custom Fields
      • Add Questions and Content
      • Create a Multiple Choice Question
      • Create Choice Grids and Question Grids
      • Repeat Questions with a Roster
      • Organize a Survey into Sections
      • Reuse Items from a Repository
      • Show Items Conditionally
      • Validate Answers with Edit Checks
      • Compute Values from Answers
      • Insert Answers into Question Text
      • Translate a Survey
      • Test a Survey
      • Trace and Fix Routing
      • Manage Output Variable Names
      • Export a Survey
      • Generate a Blaise 5 Survey
      • Connect to a Colectica Repository
      • Synchronize with a Repository
      • Discuss a Survey with Comments
      • View History and Compare Versions
    • Reference
      • Application Window and Menus
      • Settings Dialog
      • Canvas
      • Item Types
      • Question Editor
      • Response Types and Code Lists
      • Item Editors
      • Display Logic and Expressions
      • Questions, Search, Validation, and Comments
      • Validation Checks
      • Question Numbers
      • Routing Page
      • Translations Page
      • Outputs and Variable Names
      • Survey Settings Page
      • History and Compare
      • Export Formats
      • Repository Dialogs
    • Explanation
      • How Surveys Are Stored and Versioned
      • How Logic and Dynamic Content Work
      • Source Language and Translations
      • From Questions to Dataset Variables
  • Colectica Repository
    • Functionality
      • Metadata Repository
        • Colectica Platform Overview
        • Colectica Repository Overview
        • Storage
        • Security
          • User Authentication
          • Security Modes
          • Roles
          • REST API Endpoints and Roles
          • Permission Management
          • Access Controls (Permissions)
          • Encryption
        • Agency Management
        • Multilingual Support
        • Search Capabilities
      • Web Portal
        • Home
        • Search
        • Explore
        • Item Details
        • Basket
        • Statistical Classifications
        • Account Management
        • Administration
          • Dashboard
          • Reports
          • System Status
          • Users
          • Site Information
          • Feature Access
          • Agencies
          • Item Types
          • Languages
          • Pages
          • Extensible Buttons
          • Item Page Buttons
          • Basket Buttons
          • File Storage Service
        • Extensibility
      • REST API
        • REST API Overview
        • Configure the REST API
        • REST API Examples
          • Search
          • Get an Item
          • Relationship Search
      • MCP Server
      • 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
      • Repository Command Line Tool
      • 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
      • Dataverse Publication
    • 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#

The search page is located at /search. Type-specific search pages are also available, such as /search/variables and /search/studies.

Search Query#

Enter some text in the search query box and press Enter or click the Search button. Only items containing this text somewhere in their definitions will be included in the search results.

If the administrator has enabled the search targets dropdown, you can choose whether to search All fields, or only the Name, Label, or Description.

Query Syntax with Elasticsearch#

When the portal uses the optional Elasticsearch backend, the following types of queries are available. Language specific stopwords and stemming are also available. Click the Syntax button next to the search results to see these examples in the portal.

Example

Description

work

Searches for different forms of the word work (e.g., work, working, worked)

work place

Searches for different forms of the word work AND place

work AND place

Same as above; The “AND” is optional

work OR place

Searches for either work or place

“work place”

Searches for the exact phrase work place

work -place

Searches for items that contain work but that do not contain place

+work

Searches for the exact term work; working and worked would not be included

~work

Fuzzy search for work; may include close words like words and worse

<work place>

Searches for work and place in close proximity to each other

(work OR job) place

Parentheses group parts of the query

Without Elasticsearch, the built-in database search treats the entire query as a single phrase, and the operators above are not available.

Search Facets#

The Filter bar above the search results offers several facets to control which search results will be displayed. After choosing facets, click the Filter button to perform the search, or click Reset to clear all facets.

Note

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

Item Type#

The Item Type facet determines which types of items will be returned in the search results. The most common types of items are shown directly in the list. Click the More… link to see every searchable item type, and click a type to open its type-specific search page.

When Elasticsearch is used, the number of matching items of each type is shown next to the type.

Series, Study, and Data File#

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 those studies.

Language#

The Language facet allows you to choose which language of metadata content is searched. Choose All to search every language, or Other to enter a language code.

Options#

Include deprecated items

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

Custom Facets#

Portals that use custom indexing addins may show additional facets, such as text boxes that search a specific field, lists of values to choose from, or date ranges. See Extensibility.

Results#

Search Summary#

The search summary shows the number of results returned and the time taken to perform the search.

Results List#

Each search result contains several pieces of information:

  • An icon indicating the item type, and a label for the item, which links to the item’s detail page

  • Breadcrumbs to show the context of the item, such as the study and dataset that contain a variable

  • The name, label, and descriptive text for the item, including the text that matched the query

  • An Add to basket checkbox, which allows you to add the item to your basket. If you are not logged in, a Log in to add to basket link is shown instead.

  • When searching for variables or questions, a Compare checkbox. Check two or more items and click Compare Checked to view them side by side. Up to ten items can be compared.

Use the First, Previous, Next, and Last links at the bottom of the page to move through the results. The number of results per page is configured by the administrator.

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Explore

On this page
  • Search Query
    • Query Syntax with Elasticsearch
  • Search Facets
    • Item Type
    • Series, Study, and Data File
    • Language
    • Options
    • Custom Facets
  • Results
    • Search Summary
    • Results List

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