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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
  • Technical Documentation
  • Advanced Search

Advanced Search#

The advanced search API allows fine-grained searching of repository content. This feature is only available via the REST API, at POST /api/v1/_query/advanced.

To use advanced search:

  1. Use PostgreSQL as the repository database. Advanced search indexing is not available on SQL Server.

  2. Set RepositorySettings:Features:EnableAdvancedSearch to true in appsettings.json and restart the application. Items are indexed for advanced search when they are registered.

  3. To index items that were registered before the feature was enabled, reindex the database using the Repository CLI.

Requests to the endpoint return HTTP status 503 while the feature is disabled.

See also

View the Advanced Search API documentation.

Property Names#

The following sections list the property names that can be searched for each type of content. Besides the values listed below, custom fields are indexed for each type. To search for values of a custom field, use the custom field ID as the property name.

Text Properties#

The following values may be used for the propertyName parameter for textFacets.

  • abstract

  • dcAccessRights

  • dcAlternateTitle

  • dcContributor

  • dcCoverage

  • dcCreator

  • dcDescription

  • dcFormat

  • dcPublisher

  • dcRelation

  • dcRights

  • dcSource

  • dcSubjects

  • dcSubTitle

  • dcTitle

  • dcType

  • description

  • label

  • name

  • purpose

  • synonym

  • versionRationale

Controlled Vocabulary Properties#

The following values may be used for the propertyName parameter for codeValueFacets.

  • abbreviations

  • aggregationMethod

  • analysisUnit

  • byteOrder

  • contributorRole

  • countryCode

  • dataCollectionFrequency

  • dateTimeType

  • displayLayout

  • externalComplianceCode

  • fundingRole

  • genericOutputFormat

  • keyword

  • kindsOfData

  • language

  • levelCodeStructure

  • levelOfInformationClassification

  • levelTypeCode

  • managingAgency

  • materialType

  • measurementUnit

  • numericType

  • processingStatus

  • publisherRole

  • recommendedDataType

  • relationshipMapping

  • responseUnit

  • role

  • seriesContext

  • softwareFunction

  • softwarePackage

  • sourceUnit

  • storageFormat

  • subject

  • subjectArea

  • typeOfActionToMinimizeLosses

  • typeOfCollectionSituation

  • typeOfDataSource

  • typeOfDeviationFromSampleDesign

  • typeOfGroup

  • typeOfInformationClassification

  • typeOfInstrument

  • typeOfMeasurement

  • typeOfMethodology

  • typeOfModeOfCollection

  • typeOfName

  • typeOfResourcePackage

  • typeOfSamplingProcedure

  • typeOfSequence

  • typeOfTimeMethod

Numeric Properties#

Only custom fields of type Numeric are indexed for numeric searching. Use the custom field ID as propertyName parameter for decimalFacets.

Locator Properties#

DDI UserIDs are indexed as locators. Use the UserID’s Type as the propertyName parameter for locatorFacets.

Boolean Properties#

The following values may be used for the propertyName parameter for booleanFacets.

  • isPublished

Timestamp Properties#

The following values may be used for the propertyName parameter for dateFacets.

  • authorizationSource

  • caseLawDate

  • dataCollectionDate

  • dataCollectionFrequency

  • dataFileVersionDate

  • embargo

  • floatingMap

  • releaseDate

  • temporalCoverage

  • terminationDate

  • validFrom

  • validTo

  • versionDate

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Item Type Identifiers

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Elastic Indexer

On this page
  • Property Names
    • Text Properties
    • Controlled Vocabulary Properties
    • Numeric Properties
    • Locator Properties
    • Boolean Properties
    • Timestamp Properties

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