688 lines
20 KiB
Markdown
688 lines
20 KiB
Markdown
# Advanced Search Guide
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Readur provides powerful search capabilities that go far beyond simple text matching. This comprehensive guide covers all search modes, advanced filtering, query syntax, and optimization techniques.
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## Table of Contents
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- [Overview](#overview)
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- [Search Modes](#search-modes)
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- [Query Syntax](#query-syntax)
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- [Advanced Filtering](#advanced-filtering)
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- [Search Interface](#search-interface)
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- [Search Optimization](#search-optimization)
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- [Saved Searches](#saved-searches)
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- [Search Analytics](#search-analytics)
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- [API Search](#api-search)
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- [Troubleshooting](#troubleshooting)
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## Overview
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Readur's search system is built on PostgreSQL's full-text search capabilities with additional enhancements for document-specific requirements.
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### Search Capabilities
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- **Full-Text Search**: Search within document content and OCR-extracted text
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- **Multiple Search Modes**: Simple, phrase, fuzzy, and boolean search options
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- **Advanced Filtering**: Filter by file type, date, size, labels, and source
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- **Real-Time Suggestions**: Auto-complete and query suggestions as you type
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- **Faceted Search**: Browse documents by categories and properties
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- **Cross-Language Support**: Search in multiple languages with OCR text
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- **Relevance Ranking**: Intelligent scoring and result ordering
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### Search Sources
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Readur searches across multiple content sources:
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1. **Document Content**: Original text from text files and PDFs
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2. **OCR Text**: Extracted text from images and scanned documents
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3. **Metadata**: File names, descriptions, and document properties
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4. **Labels**: User-created and system-generated tags
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5. **Source Information**: Upload source and file paths
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## Search Modes
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### Simple Search (Smart Search)
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**Best for**: General purpose searching and quick document discovery
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**How it works**:
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- Automatically applies stemming and fuzzy matching
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- Searches across all text content and metadata
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- Provides intelligent relevance scoring
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- Handles common typos and variations
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**Example**:
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```
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invoice 2024
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```
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Finds: "Invoice Q1 2024", "invoicing for 2024", "2024 invoice data"
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**Features**:
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- **Auto-stemming**: "running" matches "run", "runs", "runner"
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- **Fuzzy tolerance**: "recieve" matches "receive"
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- **Partial matching**: "doc" matches "document", "documentation"
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- **Relevance ranking**: More relevant matches appear first
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### Phrase Search (Exact Match)
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**Best for**: Finding exact phrases or specific terminology
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**How it works**:
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- Searches for the exact sequence of words
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- Case-insensitive but order-sensitive
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- Useful for finding specific quotes, names, or technical terms
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**Syntax**: Use quotes around the phrase
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```
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"quarterly financial report"
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"John Smith"
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"error code 404"
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```
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**Features**:
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- **Exact word order**: Only matches the precise sequence
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- **Case insensitive**: "John Smith" matches "john smith"
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- **Punctuation ignored**: "error-code" matches "error code"
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### Fuzzy Search (Approximate Matching)
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**Best for**: Handling typos, OCR errors, and spelling variations
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**How it works**:
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- Uses trigram similarity to find approximate matches
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- Configurable similarity threshold (default: 0.8)
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- Particularly useful for OCR-processed documents with errors
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**Syntax**: Use the `~` operator
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```
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invoice~ # Finds "invoice", "invoce", "invoise"
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contract~ # Finds "contract", "contarct", "conract"
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```
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**Configuration**:
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- **Threshold adjustment**: Configure sensitivity via user settings
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- **Language-specific**: Different languages may need different thresholds
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- **OCR optimization**: Higher tolerance for OCR-processed documents
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### Boolean Search (Logical Operators)
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**Best for**: Complex queries with multiple conditions and precise control
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**Operators**:
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- **AND**: Both terms must be present
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- **OR**: Either term can be present
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- **NOT**: Exclude documents with the term
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- **Parentheses**: Group conditions
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**Examples**:
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```
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budget AND 2024 # Both "budget" and "2024"
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invoice OR receipt # Either "invoice" or "receipt"
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contract NOT draft # "contract" but not "draft"
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(budget OR financial) AND 2024 # Complex grouping
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marketing AND (campaign OR strategy) # Marketing documents about campaigns or strategy
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```
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**Advanced Boolean Examples**:
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```
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# Find completed project documents
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project AND (final OR completed OR approved) NOT draft
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# Financial documents excluding personal items
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(invoice OR receipt OR budget) NOT personal
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# Recent important documents
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(urgent OR priority OR critical) AND label:"this month"
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```
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## Query Syntax
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### Field-Specific Search
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Search within specific document fields for precise targeting.
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#### Available Fields
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| Field | Description | Example |
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|-------|-------------|---------|
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| `filename:` | Search in file names | `filename:invoice` |
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| `content:` | Search in document text | `content:"project status"` |
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| `label:` | Search by labels | `label:urgent` |
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| `type:` | Search by file type | `type:pdf` |
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| `source:` | Search by upload source | `source:webdav` |
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| `size:` | Search by file size | `size:>10MB` |
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| `date:` | Search by date | `date:2024-01-01` |
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#### Field Search Examples
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```
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filename:contract AND date:2024 # Contracts from 2024
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label:"high priority" OR label:urgent # Priority documents
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type:pdf AND content:budget # PDF files containing "budget"
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source:webdav AND label:approved # Approved docs from WebDAV
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```
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### Range Queries
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#### Date Ranges
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```
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date:2024-01-01..2024-03-31 # Q1 2024 documents
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date:>2024-01-01 # After January 1, 2024
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date:<2024-12-31 # Before December 31, 2024
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```
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#### Size Ranges
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```
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size:1MB..10MB # Between 1MB and 10MB
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size:>50MB # Larger than 50MB
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size:<1KB # Smaller than 1KB
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```
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### Wildcard Search
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Use wildcards for partial matching:
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```
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proj* # Matches "project", "projects", "projection"
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*report # Matches "annual report", "status report"
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doc?ment # Matches "document", "documents" (? = single character)
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```
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### Exclusion Operators
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Exclude unwanted results:
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```
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invoice -draft # Invoices but not drafts
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budget NOT personal # Budget documents excluding personal
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-label:archive proposal # Proposals not in archive
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```
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## Advanced Filtering
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### File Type Filters
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Filter by specific file formats:
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**Common File Types**:
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- **Documents**: PDF, DOC, DOCX, TXT, RTF
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- **Images**: PNG, JPG, JPEG, TIFF, BMP, GIF
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- **Spreadsheets**: XLS, XLSX, CSV
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- **Presentations**: PPT, PPTX
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**Filter Interface**:
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1. **Checkbox Filters**: Select multiple file types
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2. **MIME Type Groups**: Filter by general categories
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3. **Custom Extensions**: Add specific file extensions
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**Search Syntax**:
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```
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type:pdf # Only PDF files
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type:(pdf OR doc) # PDF or Word documents
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-type:image # Exclude all images
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```
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### Date and Time Filters
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**Predefined Ranges**:
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- Today, Yesterday, This Week, Last Week
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- This Month, Last Month, This Quarter, Last Quarter
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- This Year, Last Year
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**Custom Date Ranges**:
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- **Start Date**: Documents uploaded after specific date
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- **End Date**: Documents uploaded before specific date
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- **Date Range**: Documents within specific period
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**Advanced Date Syntax**:
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```
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created:today # Documents uploaded today
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modified:>2024-01-01 # Modified after January 1st
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accessed:last-week # Accessed in the last week
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```
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### Size Filters
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**Size Categories**:
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- **Small**: < 1MB
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- **Medium**: 1MB - 10MB
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- **Large**: 10MB - 50MB
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- **Very Large**: > 50MB
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**Custom Size Ranges**:
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```
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size:>10MB # Larger than 10MB
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size:1MB..5MB # Between 1MB and 5MB
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size:<100KB # Smaller than 100KB
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```
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### Label Filters
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**Label Selection**:
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- **Multiple Labels**: Select multiple labels with AND/OR logic
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- **Label Hierarchy**: Navigate nested label structures
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- **Label Suggestions**: Auto-complete based on existing labels
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**Label Search Syntax**:
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```
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label:project # Documents with "project" label
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label:"high priority" # Multi-word labels in quotes
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label:(urgent OR critical) # Documents with either label
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-label:archive # Exclude archived documents
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```
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### Source Filters
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Filter by document source or origin:
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**Source Types**:
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- **Manual Upload**: Documents uploaded directly
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- **WebDAV Sync**: Documents from WebDAV sources
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- **Local Folder**: Documents from watched folders
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- **S3 Sync**: Documents from S3 buckets
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**Source-Specific Filters**:
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```
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source:webdav # WebDAV synchronized documents
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source:manual # Manually uploaded documents
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source:"My Nextcloud" # Specific named source
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```
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### OCR Status Filters
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Filter by OCR processing status:
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**Status Options**:
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- **Completed**: OCR successfully completed
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- **Pending**: Waiting for OCR processing
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- **Failed**: OCR processing failed
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- **Not Applicable**: Text documents that don't need OCR
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**OCR Quality Filters**:
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- **High Confidence**: OCR confidence > 90%
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- **Medium Confidence**: OCR confidence 70-90%
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- **Low Confidence**: OCR confidence < 70%
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## Search Interface
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### Global Search Bar
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**Location**: Available in the header on all pages
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**Features**:
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- **Real-time suggestions**: Shows results as you type
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- **Quick results**: Top 5 matches with snippets
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- **Fast navigation**: Direct access to documents
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- **Search history**: Recent searches for quick access
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**Usage**:
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1. Click on the search bar in the header
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2. Start typing your query
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3. View instant suggestions and results
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4. Click a result to navigate directly to the document
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### Advanced Search Page
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**Location**: Dedicated search page with full interface
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**Features**:
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- **Multiple search modes**: Toggle between search types
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- **Filter sidebar**: All filtering options in one place
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- **Result options**: Sorting, pagination, view modes
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- **Export capabilities**: Export search results
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**Interface Sections**:
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#### Search Input Area
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- **Query builder**: Visual query construction
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- **Mode selector**: Choose search type (simple, phrase, fuzzy, boolean)
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- **Suggestions**: Auto-complete and query recommendations
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#### Filter Sidebar
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- **File type filters**: Checkboxes for different formats
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- **Date range picker**: Calendar interface for date selection
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- **Size sliders**: Visual size range selection
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- **Label selector**: Hierarchical label browser
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- **Source filters**: Filter by upload source
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#### Results Area
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- **Sort options**: Relevance, date, filename, size
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- **View modes**: List view, grid view, detail view
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- **Pagination**: Navigate through result pages
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- **Export options**: CSV, JSON export of results
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### Search Results
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#### Result Display Elements
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**Document Cards**:
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- **Filename**: Primary document identifier
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- **Snippet**: Highlighted text excerpt showing search matches
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- **Metadata**: File size, type, upload date, labels
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- **Relevance Score**: Numerical relevance ranking
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- **Quick Actions**: Download, view, edit labels
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**Highlighting**:
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- **Search terms**: Highlighted in yellow
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- **Context**: Surrounding text for context
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- **Multiple matches**: All instances highlighted
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- **Snippet length**: Configurable in user settings
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#### Result Sorting
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**Sort Options**:
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- **Relevance**: Best matches first (default)
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- **Date**: Newest or oldest first
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- **Filename**: Alphabetical order
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- **Size**: Largest or smallest first
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- **Score**: Highest search score first
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**Secondary Sorting**:
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- Apply secondary criteria when primary sort values are equal
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- Example: Sort by relevance, then by date
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### Search Configuration
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#### User Preferences
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**Search Settings** (accessible via Settings → Search):
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- **Results per page**: 10, 25, 50, 100
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- **Snippet length**: 100, 200, 300, 500 characters
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- **Fuzzy threshold**: Sensitivity for approximate matching
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- **Default sort**: Preferred default sorting option
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- **Search history**: Enable/disable query history
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#### Search Behavior
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- **Auto-complete**: Enable search suggestions
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- **Real-time search**: Search as you type
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- **Search highlighting**: Highlight search terms in results
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- **Context snippets**: Show surrounding text in results
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## Search Optimization
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### Query Optimization
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#### Best Practices
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1. **Use Specific Terms**: More specific queries yield better results
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```
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Good: "quarterly sales report Q1"
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Poor: "document"
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```
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2. **Combine Search Modes**: Use appropriate mode for your needs
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```
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Exact phrases: "status update"
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Flexible terms: project~
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Complex logic: (budget OR financial) AND 2024
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```
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3. **Leverage Filters**: Combine text search with filters
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```
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Query: budget
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Filters: Type = PDF, Date = This Quarter, Label = Finance
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```
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4. **Use Field Search**: Target specific document aspects
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```
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filename:invoice date:2024
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content:"project milestone" label:important
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```
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### Performance Tips
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#### Efficient Searching
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1. **Start Broad, Then Narrow**: Begin with general terms, then add filters
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2. **Use Filters Early**: Apply filters before complex text queries
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3. **Avoid Wildcards at Start**: `*report` is slower than `report*`
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4. **Combine Short Queries**: Use multiple short terms rather than long phrases
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#### Search Index Optimization
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The search system automatically optimizes for:
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- **Frequent Terms**: Common words are indexed for fast retrieval
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- **Document Updates**: New documents are indexed immediately
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- **Language Support**: Multi-language stemming and analysis
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- **Cache Management**: Frequent searches are cached
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### OCR Search Optimization
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#### Handling OCR Text
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OCR-extracted text may contain errors that affect search:
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**Strategies**:
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1. **Use Fuzzy Search**: Handle OCR errors with approximate matching
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2. **Try Variations**: Search for common OCR mistakes
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3. **Use Context**: Include surrounding words for better matches
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4. **Check Original**: Compare with original document when possible
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**Common OCR Issues**:
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- **Character confusion**: "m" vs "rn", "cl" vs "d"
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- **Word boundaries**: "some thing" vs "something"
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- **Special characters**: Missing or incorrect punctuation
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**Optimization Examples**:
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```
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# Original: "invoice"
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# OCR might produce: "irwoice", "invoce", "mvoice"
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# Solution: Use fuzzy search
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invoice~
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# Or search for context
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"invoice number" OR "irwoice number" OR "invoce number"
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```
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## Saved Searches
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### Creating Saved Searches
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1. **Build Your Query**: Create a search with desired parameters
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2. **Test Results**: Verify the search returns expected documents
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3. **Save Search**: Click "Save Search" button
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4. **Name Search**: Provide descriptive name
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5. **Configure Options**: Set update frequency and notifications
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### Managing Saved Searches
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**Saved Search Features**:
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- **Quick Access**: Available in sidebar or dashboard
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- **Automatic Updates**: Results update as new documents are added
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- **Shared Access**: Share searches with other users (future feature)
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- **Export Options**: Export results automatically
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**Search Organization**:
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- **Categories**: Group related searches
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- **Favorites**: Mark frequently used searches
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- **Recent**: Quick access to recently used searches
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### Smart Collections
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Saved searches that automatically include new documents:
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**Examples**:
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- **"This Month's Reports"**: `type:pdf AND content:report AND date:this-month`
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- **"Pending Review"**: `label:"needs review" AND -label:completed`
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- **"High Priority Items"**: `label:(urgent OR critical OR "high priority")`
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## Search Analytics
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### Search Performance Metrics
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**Available Metrics**:
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- **Query Performance**: Average search response times
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- **Popular Searches**: Most frequently used search terms
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- **Result Quality**: Click-through rates and user engagement
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- **Search Patterns**: Common search behaviors and trends
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### User Search History
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**History Features**:
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- **Recent Searches**: Quick access to previous queries
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- **Search Suggestions**: Based on search history
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- **Query Refinement**: Improve searches based on past patterns
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- **Export History**: Download search history for analysis
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## API Search
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### Basic Search API
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```bash
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GET /api/search?query=invoice&limit=20
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Authorization: Bearer <jwt_token>
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```
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**Query Parameters**:
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- `query`: Search query string
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- `limit`: Number of results (default: 50, max: 100)
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- `offset`: Pagination offset
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- `sort`: Sort order (relevance, date, filename, size)
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### Advanced Search API
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```bash
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POST /api/search/advanced
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Authorization: Bearer <jwt_token>
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Content-Type: application/json
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{
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"query": "budget report",
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"mode": "phrase",
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"filters": {
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"file_types": ["pdf", "docx"],
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"labels": ["Q1 2024", "Finance"],
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"date_range": {
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"start": "2024-01-01",
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"end": "2024-03-31"
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},
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"size_range": {
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"min": 1048576,
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"max": 52428800
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}
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},
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"options": {
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"fuzzy_threshold": 0.8,
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"snippet_length": 200,
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"highlight": true
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}
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}
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```
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### Search Response Format
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```json
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{
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"results": [
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{
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"id": "550e8400-e29b-41d4-a716-446655440000",
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"filename": "Q1_Budget_Report.pdf",
|
|
"snippet": "The quarterly budget report shows a <mark>10% increase</mark> in revenue...",
|
|
"score": 0.95,
|
|
"highlights": ["budget", "report"],
|
|
"metadata": {
|
|
"size": 2048576,
|
|
"type": "application/pdf",
|
|
"uploaded_at": "2024-01-15T10:30:00Z",
|
|
"labels": ["Q1 2024", "Finance", "Budget"],
|
|
"source": "WebDAV Sync"
|
|
}
|
|
}
|
|
],
|
|
"total": 42,
|
|
"limit": 20,
|
|
"offset": 0,
|
|
"query_time": 0.085
|
|
}
|
|
```
|
|
|
|
## Troubleshooting
|
|
|
|
### Common Search Issues
|
|
|
|
#### No Results Found
|
|
|
|
**Possible Causes**:
|
|
1. **Typos**: Check spelling in search query
|
|
2. **Too Specific**: Query might be too restrictive
|
|
3. **Wrong Mode**: Using exact search when fuzzy would be better
|
|
4. **Filters**: Remove filters to check if they're excluding results
|
|
|
|
**Solutions**:
|
|
1. **Simplify Query**: Start with broader terms
|
|
2. **Check Spelling**: Use fuzzy search for typo tolerance
|
|
3. **Remove Filters**: Test without date, type, or label filters
|
|
4. **Try Synonyms**: Use alternative terms for the same concept
|
|
|
|
#### Irrelevant Results
|
|
|
|
**Possible Causes**:
|
|
1. **Too Broad**: Query matches too many unrelated documents
|
|
2. **Common Terms**: Using very common words that appear everywhere
|
|
3. **Wrong Mode**: Using fuzzy when exact match is needed
|
|
|
|
**Solutions**:
|
|
1. **Add Specificity**: Include more specific terms or context
|
|
2. **Use Filters**: Add file type, date, or label filters
|
|
3. **Phrase Search**: Use quotes for exact phrases
|
|
4. **Boolean Logic**: Use AND/OR/NOT for better control
|
|
|
|
#### Slow Search Performance
|
|
|
|
**Possible Causes**:
|
|
1. **Complex Queries**: Very complex boolean queries
|
|
2. **Large Result Sets**: Queries matching many documents
|
|
3. **Wildcard Overuse**: Starting queries with wildcards
|
|
|
|
**Solutions**:
|
|
1. **Simplify Queries**: Break complex queries into simpler ones
|
|
2. **Add Filters**: Use filters to reduce result set size
|
|
3. **Avoid Leading Wildcards**: Use `term*` instead of `*term`
|
|
4. **Use Pagination**: Request smaller result sets
|
|
|
|
### OCR Search Issues
|
|
|
|
#### OCR Text Not Searchable
|
|
|
|
**Symptoms**: Can't find text that's visible in document images
|
|
**Solutions**:
|
|
1. **Check OCR Status**: Verify OCR processing completed
|
|
2. **Retry OCR**: Manually retry OCR processing
|
|
3. **Use Fuzzy Search**: OCR might have character recognition errors
|
|
4. **Check Language Settings**: Ensure correct OCR language is configured
|
|
|
|
#### Poor OCR Search Quality
|
|
|
|
**Symptoms**: Fuzzy search required for most queries on scanned documents
|
|
**Solutions**:
|
|
1. **Improve Source Quality**: Use higher resolution scans (300+ DPI)
|
|
2. **OCR Language**: Verify correct language setting for documents
|
|
3. **Image Enhancement**: Enable OCR preprocessing options
|
|
4. **Manual Correction**: Consider manual text correction for important documents
|
|
|
|
### Search Configuration Issues
|
|
|
|
#### Settings Not Applied
|
|
|
|
**Symptoms**: Search settings changes don't take effect
|
|
**Solutions**:
|
|
1. **Reload Page**: Refresh browser to apply settings
|
|
2. **Clear Cache**: Clear browser cache and cookies
|
|
3. **Check Permissions**: Ensure user has permission to modify settings
|
|
4. **Database Issues**: Check if settings are being saved to database
|
|
|
|
#### Filter Problems
|
|
|
|
**Symptoms**: Filters not working as expected
|
|
**Solutions**:
|
|
1. **Clear All Filters**: Reset filters and apply one at a time
|
|
2. **Check Filter Logic**: Ensure AND/OR logic is correct
|
|
3. **Label Validation**: Verify labels exist and are spelled correctly
|
|
4. **Date Format**: Ensure dates are in correct format
|
|
|
|
## Next Steps
|
|
|
|
- Explore [labels and organization](labels-and-organization.md) for better search categorization
|
|
- Set up [sources](sources-guide.md) for automatic content ingestion
|
|
- Review [user guide](user-guide.md) for general search tips
|
|
- Check [API reference](api-reference.md) for programmatic search integration
|
|
- Configure [OCR optimization](dev/OCR_OPTIMIZATION_GUIDE.md) for better text extraction |