Find project items

 


This topic explains how to find sources, nodes and other items in your project. For example, you might want to find all sources coded at a particular node, or sources named in a particular way.

What do you want to do?


 


Use the Find bar to find project items by name

The Find bar is displayed at the top of List View. If the Find bar is not available at the top of List View, you can display it—refer to Customize the workspace (Show or hide the Find bar) for more information.

You can use the Find bar to find project items based on their name or characters contained in their name. For example, you could find all the sources, nodes and sets that have North somewhere in their name.

To find items by name:

  1. In the Find bar, enter the item name (or part of the name) in the Look for box. The name can include wildcards—refer to Special characters and operators (Use wildcard characters) for more information.

  2. From the Search In list, select the folder that you want to search.

  3. Click Find Now.

Items that match the criteria are displayed in List View. From here, you can open items, add items to a set, print items, copy items to a model and so on.

Top of Page

Find project items that meet specified criteria

You can use Advanced Find to search for project items that meet certain criteria. You can set the search criteria to suit your requirements—for example, you can search for items with certain properties or sources that are coded at specific nodes.

Advanced Find can be useful for:

  • Checking your sample—for example, let’s check if we have interviewed anyone aged 60+? Have I reviewed any books published prior to 1990?

  • Managing your project—which documents are not yet coded at any node, and what nodes did I create last week?

  • Working in teams—find all queries that I created.

You can save an Advanced Find as a Search Folder—this can be useful, if you set up complex search criteria that you want to use again in the future.

To find project items that meet specified criteria:

  1. On the Query tab, in the Find group, click Advanced Find.

The Advanced Find dialog box opens

  1. Enter your search criteria—refer to Advanced Find and Search Folder options for detailed information about this dialog box.

  2. Click Find Now.

NOTE To save the Advanced Find as a Search folder, click the Add to project as search Folder check box, and then enter a name in the General tab.

Top of Page

Save your Advanced Find search criteria

When you use Advanced Find, you can save your search criteria as a Search Folder, so that you can execute the Find any time you want to, simply by opening the Search Folder.

To save the Advanced Find as a Search folder, click the Add to project as search folder check box, and then enter a name in the General tab.

Refer to About collections (Search Folders) for more information.

Top of Page

Find project items by association using Group query

You can use the Group query to find project items that are associated in a particular way with other items in your project—for example, you could look for:

  • Nodes that code specific sources (or sources coded at specific nodes).

  • Sources or nodes with specific attribute values—for example, find the survey participants who live in Riverside or Mountain View.

  • Sources or nodes that are associated by a relationship—for example, find any relationships in my project that include water quality.

  • 'See also' links to specific sources—for example, find any 'see also' links to Diary Notes or Glossary of Terms.

  • Models—for example, find any models that include homeowners, fishermen, or farmers.

Refer to Run a Group query for more information.

Top of Page