====== Search Policies ======
The policy manager search feature performs searches on content, titles, and summaries of all text-based policy documents (Word doc, PowerPoint, Text-based PDF)

{{ :pm:search_policies_form.png?nolink |}}

===== Search Types =====

There are two types of searches within Policy Manager:

  - keyword search
  - phrase search

==== Keyword Search ====

To perform a keyword search, provide a list of words separated by spaces: ''%%password wifi public%%''. Keywords are weighted based on the order they appear. The first word in the list (password) is considered "more important" than the second word (wifi). A keyword search will find documents containing the words in the provided keyword list.

==== Phrase Search ====

To search for a phrase in a document, wrap the phrase in double-quotes: ''%%"wifi password policy"%%''. A phrase search will look for documents that contain the exact phrase (ignoring case). It will only match documents that contain all words in the phrase in the exact order entered.

===== Result Types =====

There are two types of search results generated for each query:

  - exact
  - related

==== Exact Matches ====

Exact matches are documents that match the search criteria exactly (ignoring case). Exact matches do not match different forms of words. E.g. if you search ''%%policies%%'', documents containing only the word ''%%policy%%'' will not be considered a match.

An exact match for a keyword search is a document which contains //all// keywords in the provided list. When searching ''%%password wifi public%%'': if a document contains ''%%password%%'' and ''%%wifi%%'', but **not** ''%%public%%'', it will **not** be considered an exact match.

==== Related Matches ====

Related matches are documents that do not match the search query exactly but contain exact matches for only part of your search criteria and/or words which are only //related// to the ones you searched for.

A related word is one that has the same meaning of the word you searched for but in a different form (e.g. different tense, plurality, etc). For example, if you searched for the keyword ''%%officer%%'': a document which did not contain the word ''%%officer%%'' but contained ''%%officers%%'', ''%%officer's%%'', ''%%officers'%%'', ''%%officered%%'', or ''%%officering%%'' would be considered a related match.

> Related searches for phrases act like keyword searches. Documents that contain any form of any word in the phrase will be considered a related match.

===== Rank =====

Search results are ordered by their Rank. A result's rank is an arbitrary number representing how well it matches your search criteria relative to the other matches. The higher the rank, the "better" the match.

==== Types of Matches ====

There are three types of matches:

  - Title
  - Summary
  - Content

When performing a search, each document's title, summary, and pages are searched individually and their ranks are compared. Whichever part of a document receives the highest rank determines the document's match type and rank.

> Title and Summary matches tend to have higher rankings than content matches since they contain fewer words and therefore the matched part makes up a higher percentage of the content.

===== Navigation =====
==== Go to Policy in the Table of Contents ====

To go to a policy's record in the table of contents click the "go to ToC" button ({{:pm:gototoc.png?nolink|}}) next to the result record.

==== Edit a Policy ====

To edit a policy double-click the desired policy's search result row. This will open the [[pm:policy_detail_form|Details form]].

==== Search Within a Single Document ====

To search inside a single document click on the magnifying glass icon next to the document's search result record. This will temporarily convert the document to a pdf, open it in PDF-XChange Editor (PdfXe), and highlight all matches within the document. You can then use the PdfXe search panel to perform full-featured searches within the document. [[https://help.tracker-software.com/pdfxe8/|See the PdfXe manual]] for more information on search.