UR Metadata and Searching

Started by Daly de Gagne on 3/11/2007
Daly de Gagne 3/11/2007 4:14 pm
I am trying to figure out the various ways to use Ultra Recall's metadata and user defined keywords, and have one question.

I suspect there is an obvious and easy answer to this; unfortunately, I have never found anything particularly easy or obvious about UR' search template.

Daly


Dominik Holenstein 3/11/2007 4:53 pm
Daly

I try my best to explain you my way:

1. Open a new tab and press Ctrl + Shift + F
2. Klick on the button 'Advanced >>'
3. UR shows you now an empty search pane or the previous search
4. Choose the field you want to search on the column 'Item/Attributes'
5. Choose the appropriate item in the list 'Comparison'
6. Enter the value so search in the column 'Value'. You can use wildcards and other search criterias in that field
7. Now click on the right key of your mouse. From the opening window choose 'Insert'
8. UR adds a new line
9. The default value in the column 'Relationship' is 'and'. You can change that to 'or'
10. Now you can to the same from step 4 to 6
11. The order of the search criterias can be critical.
12. You can even move a search criteria on the right (see example below). This allows to create quite complex hierachical search queries.
13. Best of all: You can save a search query in UR for later use.
14. Important: Even I am working the the advanced search in UR I still feel I don't use all the possibilities.

Here and example:
I want to run a search to list all tasks related to Siebel (Siebel proejct names start with SP) and which are either of status Open, Postponed or Not defined.

Relationship Item/Attribute Comparison Value
Project matches wildcard SP*
and Status equals to Open
or Status equals to Not defiend
or Status equals to Postponed

UR provides one of the most sophisticated search features in the outliner market. But I agree with you Daly that it is not easy to figure out how it really works and to see the potential. I propose to play around with it to get a feeling of it. Or you could write to Kinook and ask nicely for a tutorial.

I hope these lines can help you to remove the clouds from UR.

Dominik

Dominik Holenstein 3/11/2007 4:55 pm
Daly,

Please note that in my example in my previous post the two lines beginning with 'or...' need to be moved on the right.

Dominik

Kenneth Rhee 3/11/2007 4:56 pm


Daly de Gagne wrote:
I am trying to figure out the various ways to use Ultra Recall's metadata and user
defined keywords, and have one question.

I suspect there is an obvious and easy
answer to this; unfortunately, I have never found anything particularly easy or
obvious about UR' search template.

Daly

UR offers one of the most powerful search capabilities I've seen in a program. It's also super fast.

You can pretty much search on any metadata or combination of metadata using the advanced search feature.

Perhaps if you are more clear about where you are bogging down, that might be helpful in giving you a hand.

Ken
Dominik Holenstein 3/11/2007 4:58 pm
Daly,

Sorry for posting again.
But the example above is not showing up correctly.
If you would like to have a screenshot of the example just send an email to: dhantlr@gmail.com

Dominik

Jan Rifkinson 3/11/2007 6:49 pm


Dominik Holenstein wrote:
Daly,

Sorry for posting again.
But the example above is not showing up
correctly

Don't forget to mention to Daly that he has to right click in search criteria in order to move to the right. Took me a while to find that little gem. :-)

Jan
Dominik Holenstein 3/11/2007 7:13 pm
Jan,

Yes, you are abosolutely right!
It's in my DNA already so I fully forgot to mention it.

Dominik


Kenneth Rhee 3/11/2007 7:34 pm


Dominik Holenstein wrote:
Jan,

Yes, you are abosolutely right!
It's in my DNA already so I fully forgot to
mention it.

Dominik


Of course, you can also use the keyboard shortcuts such as insert, control-shift right/left arrow, or tab keys to achieve the same functions.

Ken

Ken Ashworth 3/11/2007 10:05 pm
Stumbled across these articles at the Kinook Blog:

Archive for the 'Ultra Recall' Category

http://www.kinook.com/blog/?cat=8


Why did we choose a binary data format for Ultra Recall databases?

http://www.kinook.com/blog/?p=18


I keep having to remind myself that UR is based on SQLite, sometimes it helps.

Later,
KenA
Cassius 3/12/2007 5:36 am
I looked at the UR Tour on its Web site. In use, it seemed rather ungainly/fussy to me.

-c
Daly de Gagne 3/13/2007 1:23 am
Dominik, many thanks for this and your following messages.

I appreciate your time and help.

Daly

Dominik Holenstein wrote:
Daly

I try my best to explain you my way:

1. Open a new tab and press Ctrl + Shift + F
2.
Klick on the button 'Advanced >>'
3. UR shows you now an empty search pane or the
previous search
4. Choose the field you want to search on the column
'Item/Attributes'
5. Choose the appropriate item in the list 'Comparison'
6.
Enter the value so search in the column 'Value'. You can use wildcards and other search
criterias in that field
7. Now click on the right key of your mouse. From the opening
window choose 'Insert'
8. UR adds a new line
9. The default value in the column
'Relationship' is 'and'. You can change that to 'or'
10. Now you can to the same from
step 4 to 6
11. The order of the search criterias can be critical.
12. You can even move
a search criteria on the right (see example below). This allows to create quite
complex hierachical search queries.
13. Best of all: You can save a search query in UR
for later use.
14. Important: Even I am working the the advanced search in UR I still
feel I don't use all the possibilities.

Here and example:
I want to run a search to
list all tasks related to Siebel (Siebel proejct names start with SP) and which are
either of status Open, Postponed or Not defined.

Relationship Item/Attribute
Comparison Value
Project matches wildcard SP*
and Status equals to Open
or Status
equals to Not defiend
or Status equals to Postponed

UR provides one of the most
sophisticated search features in the outliner market. But I agree with you Daly that
it is not easy to figure out how it really works and to see the potential. I propose to
play around with it to get a feeling of it. Or you could write to Kinook and ask nicely for
a tutorial.

I hope these lines can help you to remove the clouds from UR.

Dominik

Daly de Gagne 3/13/2007 1:24 am
Jan, thanks.

Daly

Jan Rifkinson wrote:


Dominik Holenstein wrote:
>Daly,
>
>Sorry for posting again.
>But the example
above is not showing up
>correctly

Don't forget to mention to Daly that he has to
right click in search criteria in order to move to the right. Took me a while to find that
little gem. :-)

Jan
Dominik Holenstein 3/13/2007 8:40 am
Daly,

I have refined the search instructions (Jan, thank you for your input):

1. Open a new tab (Ctrl+T) and press Ctrl+Shift+F
2. Klick on the button ‘Advanced >>’
3. UR shows you now an empty search pane or the previous search
4. Choose the field you want to search on the column ‘Item/Attributes’
5. Choose the appropriate item in the list ‘Comparison’
6. Enter the value so search in the column ‘Value’. You can use wildcards and other search criterias in that field
7. Now click on the right key of your mouse. From the opening window choose ‘Insert’
8. UR adds a new and empty line
9. The default value in the column ‘Relationship’ is ‘and’. You can change that to ‘or’
10. Now you can repeat the steps 4 to 9 as long until your query fits your search requirements
11. The order of the search criterias can be critical.

12. You can even move a search criteria on the right (right click on your mouse and choose ‘Move’ from the appearing window and the appropriate item in the sub window -> see example below / You can do the same by using this shortcut: Ctrl+Shift+right arrow). This feature allows you to create quite complex hierachical search queries.

13. Save the Search: You can save a search query anywhere in UR for later use. Navigate to the place in your topic hierarchy where you want to store your query. Then press this keyboard shortcut: Alt+Ins and choose ‘Search’ to add the search as a child to the active topic or Shift+Alt+Ins to add the search as a sibling. Then continue with step 2.
I have created a ‘Status Queries’ folder in my project management file where I store all my repeating queries like ‘Today’, ‘Overdue’, ‘All open Tasks’, ‘All open Tasks by project X’, ‘All open tasks assigned to Y’ etc.


Dominik





Dominik Holenstein 3/13/2007 8:56 am
I have created a pdf file of the advanced search instructions:
http://outlinertips.googlepages.com/home

Dominik