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	Update finding documentation
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		| @@ -6,6 +6,17 @@ permalink: demo | ||||
|  | ||||
| # {{ page.title }} | ||||
|  | ||||
| ## Finding Items | ||||
|  | ||||
| <video width="100%" controls> | ||||
|   <source src="../static/docspell-search-2020-06-24.webm" type="video/webm"> | ||||
|   Your browser does not support the video tag. | ||||
| </video> | ||||
|  | ||||
|  | ||||
| <img width="100%" src="img/docspell-demo.gif" title="Demo"> | ||||
| ## Basic Idea (First Version) | ||||
|  | ||||
| <video width="100%" controls> | ||||
|   <source src="../static/docspell-demo.webm" type="video/webm"> | ||||
|   Your browser does not support the video tag. | ||||
| </video> | ||||
|   | ||||
| @@ -6,9 +6,9 @@ permalink: doc/finding | ||||
|  | ||||
| # {{ page.title }} | ||||
|  | ||||
| Items can be searched by their annotated meta data. The landing page | ||||
| shows a list of current items. Items are displayed sorted by their | ||||
| date, newest first. | ||||
| Items can be searched by their annotated meta data and their contents | ||||
| using full text search. The landing page shows a list of current | ||||
| items. Items are displayed sorted by their date, newest first. | ||||
|  | ||||
| Docspell has two modes for searching: a simple search bar and a search | ||||
| menu with many options. Both are active at the same time, but only one | ||||
| @@ -19,32 +19,51 @@ is visible. You can switch between them without affecting the results. | ||||
|  | ||||
| <img style="float:right;" src="../img/search-bar.png" height="50"> | ||||
|  | ||||
| By default, the search bar is shown. It searches in the name | ||||
| properties of the following meta data: | ||||
| By default, the search bar is shown. It provides a refined view of the | ||||
| search menu. The dropdown contains different options to do a quick | ||||
| search. | ||||
|  | ||||
| - the item name | ||||
| - the notes | ||||
| - correspondent organization and person | ||||
| - concerning person and equipment | ||||
| ### *All Names* and *Contents* | ||||
|  | ||||
| A wildcard `*` can be used at the start or end of a search term to do | ||||
| a substring match. A `*` means "everything". So a term `*company` | ||||
| matches all names ending in `company` and `*company*` matches all | ||||
| names containing the word `company`. The matching is case insensitive. | ||||
| These two options correspond to the same named field in the search | ||||
| menu. If you switch between search menu and search bar (by clicking | ||||
| the icon on the left), you'll see that they are the same fields. | ||||
| Typing in the search bar also fills the corresponding field in the | ||||
| search menu (and vice versa). | ||||
|  | ||||
| Docspell adds a `*` to the front and end of a term automatically, | ||||
| unless one of the following is true: | ||||
| - The *All Names* searches in the item name, item notes, names of | ||||
|   correspondent organization and person, and names of concering person | ||||
|   and equipment. It uses a simple substring search. | ||||
| - The option *Contents* searches the contents of all attachments | ||||
|   (documents), attachment names, the item name and item notes. It uses | ||||
|   full text search. However, it does not search the names of attached | ||||
|   meta data. | ||||
|  | ||||
| - The term already has a wildcard. | ||||
| - The term is enclosed in quotes `"`. | ||||
| When searching with one of these fields active, it simply submits the | ||||
| (hidden) search menu. So if the menu has other fields filled out, they | ||||
| will affect the result, too. Using one of these fields, the bar is | ||||
| just a reduced view of the search menu. | ||||
|  | ||||
| You can go to the search menu by clicking the left icon in the search | ||||
| bar. | ||||
| So you can choose tags or correspondents in the search menu and | ||||
| further restrict the results using full text search. The results will | ||||
| be returned sorted by the item date, newest first. | ||||
|  | ||||
| If the search bar shows a little blue bubble, it means that there are | ||||
| more search fields filled out in the search menu. In this case the | ||||
| results are not only restricted by the search term given in the | ||||
| search-bar, but also by what is specified in the search menu. | ||||
| If the left button in the search bar shows a little blue bubble, it | ||||
| means that there are more search fields filled out in the search menu | ||||
| that you currently can't see. In this case the results are not only | ||||
| restricted by the search term given in the search-bar, but also by | ||||
| what is specified in the search menu. | ||||
|  | ||||
|  | ||||
| ### *Contents Only* | ||||
|  | ||||
| This option has no corresponding part in the search menu. Searching | ||||
| with this option active, there is only a full text search done in the | ||||
| attachments contents, attachment names, item name and item notes. | ||||
|  | ||||
| The results are not ordered by item date, but by relevance with | ||||
| respect to the search term. This ordering is returned from the full | ||||
| text search engine and is simply transfered unmodified. | ||||
|  | ||||
|  | ||||
| ## Search Menu | ||||
| @@ -104,9 +123,61 @@ within this range. Items without a due date are not shown. | ||||
| Specify whether to show only incoming, only outgoing or all items. | ||||
|  | ||||
|  | ||||
| ## Customize Substring Search | ||||
|  | ||||
| The substring search of the *All Names* and *Name* field can be | ||||
| customized in the following way: A wildcard `*` can be used at the | ||||
| start or end of a search term to do a substring match. A `*` means | ||||
| "everything". So a term `*company` matches all names ending in | ||||
| `company` and `*company*` matches all names containing the word | ||||
| `company`. The matching is case insensitive. | ||||
|  | ||||
| Docspell adds a `*` to the front and end of a term automatically, | ||||
| unless one of the following is true: | ||||
|  | ||||
| - The term already has a wildcard. | ||||
| - The term is enclosed in quotes `"`. | ||||
|  | ||||
|  | ||||
| ## Full Text Search | ||||
|  | ||||
|  | ||||
| ### The Query | ||||
|  | ||||
| The query string for full text search is very powerful. Docspell | ||||
| currently supports [Apache SOLR](https://lucene.apache.org/solr/) as | ||||
| full text search backend, so you may want to have a look at their | ||||
| [documentation on query | ||||
| syntax](https://lucene.apache.org/solr/guide/8_4/query-syntax-and-parsing.html#query-syntax-and-parsing) | ||||
| for a in depth guide. | ||||
|  | ||||
| - Wildcards: `?` matches any single character, `*` matches zero or | ||||
|   more characters | ||||
| - Fuzzy search: Appending a `~` to a term, results in a fuzzy search | ||||
|   (search this term and similiar spelled ones) | ||||
| - Proximity Search: Search for terms that "near" each other, again | ||||
|   using `~` appended to a search phrase. Example: `"cheese cake"~5`. | ||||
| - Boosting: apply more weight to a term with `^`. Example: `cheese^4 | ||||
|   cake` – cheese is 4x more important. | ||||
|  | ||||
| Docspell will preprocess the search query to prepare a query for SOLR. | ||||
| It will by default search all indexed fields, which are: attachment | ||||
| contents, attachment names, item name and item notes. | ||||
|  | ||||
|  | ||||
| ### The Results | ||||
|  | ||||
| When using full text search, each item in the result list is annotated | ||||
| with the highlighted occurrence of the match. | ||||
|  | ||||
| <div class="thumbnail"> | ||||
|     <img src="../img/search-content-results.png"> | ||||
| </div> | ||||
|  | ||||
|  | ||||
| ## Screencast | ||||
|  | ||||
| <video width="100%" controls> | ||||
|   <source src="../static/docspell-search-2020-06-13.webm" type="video/webm"> | ||||
|   <source src="../static/docspell-search-2020-06-24.webm" type="video/webm"> | ||||
|   Your browser does not support the video tag. | ||||
| </video> | ||||
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