Facets

Facets are where attribute values are grouped by their attribute names.

Facets list is displayed in an additional multi-select dropdown so that you can select the facets that you want to view. You can select a maximum of 10 facets.

• Once facets are selected, click Load Facets. The selected facets data are displayed.

• For example, if there are tags T1 and T2, T1 has attributes Manufacturer and Area, and T2 has attributes Manufacturer and Type, if you have selected Manufacturer, Area,Type in the facet list, then facets appear as:

  • Manufacturer (2)

  • Area (1)

  • Type (1)

    

    Note: When there is a change in facet selection, click Load Facets again to reload the corresponding data.

• You can also type in the specific facets you want to select in the search (Select Facets...) bar.

• Click Clear Facets to clear all the facets.

The following are the facet views that you can see when searching for data using categories (All|Tags|Documents|Events|Tasks|Locations|3D Models|Physical Equipment|Activity).

For All, the facet view can have an aggregated count of tags and documents that match the specified search term.

The values are hyperlinks and selecting a value helps you navigate to the respective category.

See the following example of Tags facets:

Note: Facets without results are also displayed, however, if you select any one of those, a No values available for this facet message is displayed

Load More Facets

The system is configured to initially show a maximum of 10 facets sorted alphanumerically.

If available, more facets can be dynamically loaded by scrolling down to the bottom of the list. The text Loading… will be displayed.

To search for the attribute value, type in the text box provided under each facet.

For example, enter "baldor" to find the "Baldor" value.

Note: The search term is case-insensitive.

Facet Filter

Faceted search enables you to further narrow down the search results based on the required attribute values.

In the example below, the results are filtered based on the Manufacturer attribute having values of "testmanufacturer1" or "testmanufacturer10" and with a Vendor of "vendor10".

When you select Apply, the results are updated accordingly.

Selecting Clear removes all the selected facet values and takes you back to the full list.

Note: The Apply button is enabled if there is at least one selected or modified facet value. The Clear button will be enabled if there is at least one filter applied.

When selecting the "X" next to an attribute, it removes the search criteria (update with the Apply button).

The facets that are shown to you are strongly coupled with the search results and applied filter criteria (if any). if you do not see all the facets in the system, you must do one of the following:

• clear the facet criteria applied

• modify the criteria by clearing the checkbox

• closing the filter cards as needed

  Note: Facets are combined with an AND operation, for example, Manufacturer and Vendor. Attribute values within a facet are combined with an OR operation, for example, testmanufacturer1 or testmanufacturer10.

Facet Configuration

After running a search, if a user is in the Core Team Admin role, and selects Tags or Documents at the top of the search page, a Configure facets icon will be available in the results panel.

Selecting the icon will show a dialog that allows the user to add and remove Attributes for each Category selected. For example, set the category to Tags and choose the following three attributes. Select Save.

In this case, all the facets that are selected here are displayed in the facet dropdown for that category.

In the Facet Configuration dialog, the field at the top of the Attributes list allows the list to be filtered. For example: