Updated 03/12/2013 TMK
Here are some related topics if you want to jump to anything specific:
- How do I refine a search?
- How do I filter search results?
- How do I search and view submissions?
- How do I save searches?
- How do I view expanded search results?
- Why are some search results hidden?
- How do bins work?
- How do I create a bin?
- How do I export sources to Lyris?
- How do I export sources to a CSV file or Excel?
3. Hit "search".
Interesting to note: When you perform a search, your results are displayed by default in order of relevance. The relevance is calculated based on the length of the content in the source record (for example, the number and length of responses) and the frequency of your search terms when compared against all other source records. The relevance ranking is not an exact science, and we expect to refine it over time as we get your feedback.
If you want to refine your search, follow these steps:
If you want to start out with a more specific search and don't want to build your own equation in AIR's search box, follow these steps.
Here are some helpful searching techniques if you don't want to use Advanced Search:
Searches are case-insensitive (the case you use does not matter). health, Health, and HeAlTh all provide the same results.
Strings of words in a search are split on whitespace into terms (everything with spaces around it is a term). Unless a term is qualified with a boolean operator (see below), all terms have an implicit AND between them.
Double quotation marks group two or more terms to indicate exact phrases. Such as: "health care"
AIR recognizes two wildcard characters: * and ?. Wildcards indicate that any combination of letters could match. Examples: health* will match health and healthcare and healthy and hea?th will match health but it will also match hearth.
Search syntax supports the following special operators (what you enter in between terms) and their aliases (alternates that mean the same thing). All operators are case-insensitive. Some operators are sensitive to whitespace; check the examples for proper use.
If using AND and OR in the same search string, use parenthesis to give priority. Example: (state=MN OR state=TX) AND gender=female. Another example:
(src_political_affiliation_id=("21") OR src_political_affiliation_id=("22")) AND src_created_date=(( 20111115..20111122 ).
|AND||+, &||Term must match.||health and care
health & care
|OR|||||Term may match.||health or care
health | care
|NOT||-, !||Term must not match (same as AND NOT).||health not care|
|NEARn||"this that"~n||Term must match within n terms of the following term.||health near10 care
|"phrase term"||Terms within double quotes must appear exactly in that order (same as NEAR1). See Phrases.||"health care"|
|(this that)||Parentheses may be used to group terms and change the evaluation order.||health and (care or costs)|
|field=term||:||term must appear within field||responses=health AND responses=(care OR costs)|
|field=NULL||:||Find all records where field is empty.||first_name=NULL|
|*||Match zero or more characters. See Wildcards.||heal*|
If you want to filter your results after hitting search, follow these steps:
Go here to read full directions: How do I filter search results?
Filtering search results allows a user to narrow a search based on the selected filter criteria. For example, you can search for sources with the term "economic recovery" and then filter based on political affiliations to create bins for Republicans, Democrats, Independents, etc.
Alternatively, you can use Advanced Search to build a search that includes a filter. This is better if you know all the filters you would want to use, but is less useful if you want to switch between groups. This is because you would need to build a new advanced search instead of just ticking and un-ticking search criteria.
Note that when selecting multiple filters, the system only displays results that meet all of the filter criteria (i.e. it's joined by an AND, not an OR).
If you want to save your search terms, follow these steps:
Go here to read full directions: How do I save searches?
Note that a saved search is useful for saving a search you want to replicate. The search results may change from time to time as new information is collected and updated in the PIN.
If you want to save an actual set of search results that will not change over time, creating a bin is a better option.
How do I view expanded search results?
Go here to read full directions: How do I view expanded search results?
When viewing search results, a user is presented with search terms highlighted in their context. A user can click on the source name to view the source profile page. Alternatively, a user can click on the icon to preview the source contact details and submission excerpts. This can save time for a user because it doesn't require leaving the search page.
Why are some search results hidden?
Go here to read full directions: Why are some search results hidden?
What you can view in AIR2 is determined by your role and your organizational affiliation(s). When you conduct a search you will see a certain number of search results, and another number of results in parentheses indicating hidden results. This is intended to give you a sense of how broadly the term occurs, even if you cannot access all instances of the term.
Hiding search results protects journalistic work product of newsrooms and the privacy of sources who have not indicated they desire a relationship with your organization.
Here is the list of Search Terms:
|Field to search on||Field name||Format/Notes|
|Alias - First Name||alias_first|
|Alias - Last Name||alias_last|
|Alias/alternate names||alias||searches for matches in alias as first name and alias as last name|
|Contact fields (searches all associates with a source)|
|Zip code/Postal code||zip|
|Primary contact fields (searches only fields designated as primary)|
|Field to search on||Field name||Format/Notes|
|Birth year||birth_year||yyyy Note: if you want a date range user a similar format as: (1980..1989)|
"No high school degree"
"High school degree / GED"
|ethnicity||ethnicity||Searches for matches on source or Analyst entered value|
|gender||gender||Searches for matches on source or Analyst entered value|
|ethnicity (analyst mapped)||user_ethnicity||Searches only on the field of analyst mapped ethnicity|
|gender (analyst mapped)||user_gender||Searches only on the field of analyst mapped gender|
en_US - for English
es_US - for Spanish
|Profile (demographics, interests, experience)||profile||Searches on all demographic, interests and experience fields|
|Experience||experience||This searches both the "what" and the "where" experience fields|
|Experience - what||experience_what||This searches only the "what" experience field|
|Experience - where||experience_where||This searches only the "where" experience field|
5 - Less than $15,000
6 - $15,000-$50,000
7 - $50,001-$100,000
8 - $100,001-$200,000
9 - more than $200,000
Searches the interest field
Searches for matches on source or Analyst entered value
|Field to search on||Field name||Format/Notes|
This will search text submitted by sources in response to a query or manual submission
|Annotation||annotation||Searches annotations on sources and submissions|
|Tag||tag||Searches tags on sources and submissions|
|History /activity||activity||This will allow you to search source activity log|
|Source Account?||src_has_acct||Y or N|
|PINfluence||outcome||searches for matches for PINFluence|
|Primary organization||newsroom||short or long name - sources who have selected this organization as their primary organization|
|Organization||org_name||source who have an explicit relationship with the organization (may be opted out if all sources)|
|Last contacted date||last_contacted_date||yyyymmdd|
|Last response date||last_response||yyyymmdd|
|First response date||first_response||yyyymmdd|
|Last activity date||last_activity_date||yyyymmdd|
|Last queried date||last_queried||yyyymmdd|
|Last exported date||last_exported_date||yyyymmdd|
Search terms in the same line are synonymous. The items in bold will probably be the most easily remembered.
- src_first_name first_name
- src_last_name last_name
- src_created_date created created_date
- src_modified_date modified updated modified_date
- primary_org_name newsroom
- last_response_date last_response last_responded last_responded_date
- first_response_date first_response first_responded first_responded_date
- last_queried_date last_queried
- smadd_city city
- smadd_state state
- smadd_cntry country
- smadd_zip zip zipcode zip_code
- sph_number phone phonenumber
- sph_context phonetype phone_type
- sem_email email
- preferred_language pref_lang (e.g. es_US or en_US)
- src_uuid uuid (e.g. 97dfbdede625)
- annotation_text srcan_value
- inq_uuid_title inq_uuid inq_title query (e.g. 68647de071c0)
- qa response submission
- sv_value experience_what job_title
- sv_basis experience_where employer
Search Terms TBC:
- vita interest experience experience_start experience_end
- so_org_id org_id
- org_name orgid_status org_status org_status_date src_status source.authz
- src_id src_uuid src_username src_last_name src_first_name src_pre_name src_post_name
- user_education_level_id user_ethnicity_id user_gender_id user_household_income_id
- src_education_level src_ethnicity src_gender src_household_income
- src_education_level_id src_ethnicity_id src_gender_id src_household_income_id
- lifecycle political_affiliation religion source_website timezone
- user_political_affiliation src_political_affiliation user_religion src_religion
- user_political_affiliation_id src_political_affiliation_id user_religion_id src_religion_id
- tag qa modified_qa srs_id srs_uuid srs_date is_translated confidence referrer
- sact_notes sact_desc activity_type_date
- smadd_city smadd_state smadd_zip smadd_cntry sph_number sph_ext sph_context sem_email smadd_line_1 smadd_line_2
- last_contacted_date last_response_date first_response_date last_activity_date last_queried_date last_exported_date
- prj_name project
- inq_uuid_title prj_uuid prj_name inq_sent
- user_household_income *
- household_income *
- user_education_level *
- response_sets.count activities.count inquiries.count