This article describes the different methods end users can use to search the library in Documoto Classic.
- Search Basics
- Searching Methods
- Navigating the Library Visually
- Using the Library or Book Search Window Search Options
- Searching in the Library
- Searching Interactive Books
- Using Filters
In Documoto, all media, interactive and static, are indexed for quick searching. Tags can then be added to all media items which allow the user to search the library based on document properties. Depending on the configuration, tags can also correspond to Documoto filter function (detailed below).
Note: although filters can be searchable, this does not
necessarily mean the filtered terms will be retrieved within
As an example, the document could be tagged to Serial Number “XYZ-123” even though the text is not contained within the document itself.
There are three methods to retrieve information through the Documoto Library.
- Navigate to the desired documents visually through the media shelves and library
- Use the library or book search window to find specific content
- Use the filters to identify documents based on document attributes
Varying techniques can be used to most efficiently retrieve the desired information or document. To most efficiently retrieve a document in its entirety, you can simply use steps 1 and 3 above. However, it is more efficient to use step 2 if you are looking for instances of a specific term within the library.
More information for each of these methods can be found below.
Navigating the Library Visually
- Click on the ‘Media Shelf’ that contains the book you need to view.
- *Optional* Change your shelf view using the Tile, List, Grid and Flow options to the optimal view for how you want to navigate your shelf.
- NOTE: Remember that you can set your ‘Default Shelf View’ in the ‘User Preferences’ options in the user-interface (unless they have been disabled for your user group account).
- *Optional* If there are too many results displayed, the filters or library search methods should also be used.
- Click on the desired media item displayed in the Parts Catalog window.
- If the media item is a static document, it will open upon a single click.
- If the media item is an interactive book, a single click will open the table of contents.
- You can drill down through the chapters and page structure until you reach part level pages or static media (pdfs or documents).
- If you have accidentally gone to the wrong page, you can navigate back to sub-chapters, chapters or the top-level book by using the ‘Breadcrumb Bar’ or the ‘Table of Contents.’
Using the Library or Book Search Window
There are two searching options when searching in the Documoto library. The first is called ‘Targeted Searching,’ and allows you to constrain results based on what you are searching for.
Targeted Searching Options Include:
- Everywhere: Searches every searchable term in the database. This includes parts, pages, chapters, interactive books, static media and tags.
- Book Names: Searches only for interactive book names. This targeted search option does not include searching for ‘Document’ or any other type of media except for ‘Book’ type media.
- Part Numbers and Part Names: Searches for part numbers and part translations (sometimes also called descriptions or names) in interactive pages only.
The second search option in the library search is a ‘Search Type.’ This allows a user to select if they want to search for anything that ‘Contains’ the term they submit, or only ‘Exact Match’ values. If searching multiple words, ‘Contains’ will return results that have ANY of the individual words. If you are searching multiple words for a specific term, use the ‘Exact Match’ option. ‘Exact Match’ will find the exact string of characters as if you were using an internet search engine with “quotes” around the search term.
Note: It is strongly encouraged use single word searches
If you would like to search a multiple word term such as “hydraulic cylinder”, simply select the most particular word “cylinder” and use that instead. The search engine does not recommend or suggest results that do not EXACTLY match the search term. Thus if the author decided to arrange the wording differently or include an extra word or even an extra space, the library will not generate those results. Thus, if the document referenced a “cylinder” instead of a “hydraulic cylinder”, you may not find the desired content. Likewise, “hydraulic cylinder” would find no results since there was an extra space in the media content.
Searching in the Library
- Log in to Documoto.
- Enter your search term in the ‘Search Media’ library box on the top left.
- If you are only searching for book names, select the ‘Book Name’ search option, or the ‘Part Numbers and Part Names’ option if you are only searching for part number and name information. If you want to search everything, leave the search at ‘Everywhere.’
- Select whether you want to search by ‘Contains’ or ‘Exact Match.’
- Click the magnifying glass to execute your search.
- Any search results will return in the ‘Search Results’ quick link, as well as in the media shelves containing media that matched the search value.
- Select the media that you wish to open from ‘Search Results’ or the shelf containing that media.
- Once in the media item you will be directed to the deepest location in the media that contains the search value. For example, if you search for a media name, you will not be directed to anything else within the media, but if you search for a part number, the search will open up the page containing that part number.
Note: Some internet browsers support viewing Adobe PDFs
Searching Interactive Books
Users can also search within books by using the search bar on the top left of the book under the ‘Book Viewer.’
NOTE: The global search options are not available within books.
Book searching by default searches ‘Everywhere’ and with the
search type of ‘Contains’ within the book only.
Using the Filters
Shelf filters allow users to narrow down search results based on metadata attributes, such as Serial Number or Model. Filter terms may not appear directly in the content. It is effective and common for users to enter a search term first, then select limiting filters to immediately find desired results. Filters are entirely customizable and reflect “tags” added to the media item by the publishers.
- Find the field(s) that you would like to filter by.
- Enter all information in related fields that you are filtering books/media pages for.
- Note: You may apply multiple filters at the same time.
- Next click the “Apply Filters” button.
- All results for the applied filters will generate in the shelf window.
- To clear filters go back to the shelf filters pane on the right of your screen. Click “Clear Filters” or click the icon next to the filters you wish to clear at the top of the shelf window.