To Open the Term Browser in Standard View:
- Open the following URL in a web browser:
The Filter Bar
You're probably already familiar with the basic idea of filters. If you've ever filtered your e-mails or filtered data in a program like Microsoft Excel, you'll know that you can select a bunch of different criteria to see only the information that you're interested in. Our filter works the same way with a few extra bells and whistles. You'll see the filter bar when you open the standard view of the Term Browser. To open the standard view, enter the following URL in your browser:
When you search for terms, we'll try to present your filter in the form of a sentence. Sort of like how you would tell a person to go and get some terms for you. We call this sentence the "filter description". This shows up in the main filter bar along with the other filter features.
This field pretty much does what it says.
You can start typing here and you'll get suggestions only for terms that are included in the filter results. If you click Show all terms containing... or Match pattern the term search is added to your filter.
To get rid of it, start typing another search and in the autocomplete menu, select Remove the term search from the filter.
To search the whole terminology database again, remove all criteria from the filter by selecting Filter Actions> Clear All Filter Criteria
|2||Click to open the Filter Criteria window and add search criteria to your filter.|
|3||This is the filter description that we mentioned previously, but here's an extra tip: Do you notice those words underlined in bold? You can click those to change your criteria.|
|4||Click to see the filter actions. Filter actions are what you want to do with your filter after you've finished creating or updating it. For example, you can save your filter and share it with other people.|
Creating a Filter and Adding Criteria
You can start for scratch with an empty filter or you can open a filter and start changing the criteria.
To add criteria to a filter, follow these steps.
- Click Filter.
- In the Filter Criteria window that appears, select your criteria and click Add.
This immediately adds your criteria to the filter. Keep an eye on the filter description and notice how it changes when you keep adding criteria. If you have a lot of criteria the description can get quite complex, so make sure it's what you expected.
- When you're done, click OK to close the window.
If you're not sure what some of the criteria mean, have a look at the following criteria descriptions:
|Term||Filter terms by term name or part of a term name. You can use the wildcard character '*' or '%' multiple times, and in any part of the search string.|
For example, enter one of the following:
|Head Term||Filter for terms which are, or aren’t, head terms. Filtering for head terms only enables you to see a list of distinct term entries.|
|Term Entry ID||Enter the term database ID of the head term to filter for all terms which belong to a specific term entry.|
|Custom Fields Section||The fields in the Custom Fields Section enable you to filter terms by the values of their custom fields.|
Use the first dropdown to select the custom field that you want to search within.
The second field displays as a dropdown or text field depending on the data type of the custom field you’ve selected.
To search within text fields:
To search within single-choice list fields:
To search within multiple-choice list fields:
|Inflected Term||Filter for terms based on whether they have the "check inflections" setting enabled.|
|System Fields Section||The fields in the System Fields Section enable you to filter terms by the values of their system fields. Select multiple list items to filter on more than one possible value.|
|Has translation into||Filter terms which have a translation into a particular language, or filter terms which have any kind of translation.|
|Filter terms that were created or changed by a particular user.|
|Filter terms that were created or changed in a specific time period.|
To see the time fields, click a date in the calendar popup. Enter the time in 24-hour format.
|Filter terms that were created or changed in a time period that is relative to today's date.|
When you open the Dashboard, the created on and changed on times are displayed relative to the time settings on your computer.
Example: If you are in New Delhi and create the term 'test' at 2:30pm, the created on time for the same term appears as 4:00am to a user in New York.
If users in both New Delhi and New York filter for terms created after 9:00am in the same day, only the users in New Delhi will see the term 'test' in the filter results.
Changing a Filter
If you want to add new criteria to a filter, you can click Filter to open the Filter Criteria window. However, if you just want to change one of the existing criteria you can do it by editing the filter description. You can also negate or remove criteria in the same way.
To change a filter by editing the filter description, follow these steps.
- Click on an underlined section of the filter description.
For example, suppose that you've filtered for a project with the code name "crystal bacon" and you want filter for another project instead.
Your filter description might look like this:
"Show all terms with a project field that contains "crystal bacon" and status Preferred."
In the filter description, you would click the text "a project field that contains "crystal bacon".
- In the dialog box that appears, select new values for the criteria and click OK.
For example, suppose that you want to change project filter from "crystal bacon" to "titanium cupcake".
- Select "titanium cupcake" from the "project" dropdown and click OK.
There's also a special search feature for domains which isn't available in the Filter Criteria window:
- If you've filtered for a domain such as "widgets", you can click widgets in the filter description and click + to add more domains such as "sprockets" and "doohickeys".
These domains are combined together with an "AND" operator so that the filter description would look like this:
"Show all terms with domains widgets and sprockets and doohickeys.
Navigating Between Filters
You can open a filter by navigating to Filter Actions> Open a Saved Filter.
The filters that show up here are set up by your Acrolinx administrator. If the menu is empty, it means that your administrator hasn't shared any filters with the Term Browser. You should ask them to set some filters up for you. It's always nice to have a few predefined filters to start with.
Changing the Details in the Search Results
When you open a filter, all matching terms are displayed in the search results table.
You can customize the appearance of the search results table to reveal or hide information.
- To choose what details appear in the search results, select Filter Actions
Select the information that you want and click OK. > Choose Columns....
- To change the order of the columns, drag and drop the columns to where you want them to be.
Admittedly this process can be a bit fiddly so you'll need a steady hand. While dragging, move your cursor to the precise area between the columns. You can drop the column when you see the drop iconabove your cursor, like this:
You probably don't want to try this after drinking five espressos.
You can also select group terms by term entry to see all terms that belong together. A term group displays all synonyms and translations. Each term group is displayed in a separate section of the search results table. This feature is especially useful if your terms usually have many synonyms and translations. If you group the terms by the term entry, you get a better overview of the terms that describe the same concept.
Showing or Hiding Linked Terms
The Show or Hide Linked Terms button enables you to control the display of linked terms in the Linked Terms column. You can show or hide linked terms based on their status or language.
To show or hide linked terms, follow these steps:
- Click the Show or Hide Linked Terms button.
- In the menu which appears, select or deselect the options in the Status and Language sections.
Your filter displays a list of English terms.
The Linked Terms column displays translations in several languages, but you only want to see the German linked terms which have a preferred status
- In the Status section, click Deselect All and select preferred.
- In the Language section click Deselect All and select German.
- Click OK.
Printing the List of Terms
You can print the list of terms that you have open by navigating to Filter Actions> Print.
This will open the list in a print-friendly format which makes it easier to print your terms.