Searching across predefined and preselected groups of information can ensure extremely accurate results. Vable’s options for Labels, Taxonomies and Custom Search Filters provide Administrators with control over how information is grouped so that subsequent searches can be as precise as possible. Although all three are information filters, they fulfill different roles and offer different advantages.
Custom Search Filters can include either sources or publishers across any subject. When this filter is applied on the Articles page, search results will be limited to articles from the defined group of publishers or sources. The main benefit of setting up Custom Search Filters is that changes can be made in one place and automatically applied across multiple searches utilizing that filter. The results will immediately reflect the new set of publishers or sources added.
Note: filters should not contain a combination of publishers and sources as this can create conflict within the data.
Creating and Managing Custom Search Filters
Global Administrators have the right to create new filters and edit existing ones for use by all Administrators. To get started, click on the cog icon in the top far right and select Search Filters.
This will open the Account Settings tab where you can create, view, edit and delete Custom Search Filters.
Create a new Search Filter
Click New Search Filter and give your filter a title (required) and description (optional)
Click Save Changes and, after the view refreshes, click Hide Filter Details.
Depending on whether you want your filter to be a set of publishers or sources, select the appropriate tab and click Configure Publishers (or Configure Sources).
A popup window will allow you to search against publishers - or sources - in the database to include in your filter. Make your choices by ticking the appropriate boxes.
- If the box is clicked once, it will include that publisher/source in your filter (green +).
- If the box is clicked a second time, it will exclude that publisher/source (red -).
- If clicked a third time, it will remove the selection altogether.
Tip: Exclusion filters can be useful when select publishers or sources are regularly to be excluded from search results. Simply build a filter which marks the list of publishers/sources as excluded and save it to quickly apply exclusions on your searches.
Once finished, close the popup window.
You will now see your selections, and your filter will now be available for use when running article searches.
Edit a Search Filter
Click the radio button next to the Search Filter you want to edit. If your filter is comprised of sources, you will need to select that tab to display the existing selections. To remove existing selections, click on the x to the right of the publisher/source selection. To add to the list, click Configure Publishers (or Configure Sources).
Note: Custom Search Filters are available to all administrators on your platform and any changes to them will be applied to any search utilizing the filter. Be cautious when making changes.
Delete a Search Filter
Click on the bin icon to the right of a Search Filter title in the left-hand menu to delete it from the platform.
Using a Custom Search Filter
Once created, the filter will automatically be made available when searching on the Articles page. To apply a Search Filter, select the drop down for "No Filter Selected", scroll down to find it, and apply the desired Search Filter.
Benefits of Custom Search Filters
There are many benefits to filters:
- FOCUS: Filters limit your searches to just the publishers or sources which are of interest to your organization
- TIME SAVING: Filters with publishers included will ensure that any new titles by them will be added automatically
- CONVENIENCE: Filters can be edited and managed in one place, and applied to multiple Vable searches
- BENEFICIAL TO ALL: Filters are shared across the organization, so only one needs to be created for all Administrators to benefit
- COMBINATIONS: Filters can be combined when running a search. Whilst the filter can cut out the source/publisher white noise, the results can further be narrowed down using the other filters on the left-hand menu.
Remember: Custom Search Filters should not contain a combination of publishers and sources as this can create conflict within the data.