Contents. About This Book...v Audience... v Prerequisites... v Conventions... v

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3 Contents About This Book...v Audience... v Prerequisites... v Conventions... v 1 About SAS Information Retrieval Studio What Is SAS Information Retrieval Studio? Benefits of Using SAS Information Retrieval Studio How Does SAS Information Retrieval Studio Work? How Does SAS Information Retrieval Studio Fit into the SAS Product Line? SAS Information Retrieval Studio Search Window Your First Look at the User Window for SAS Information Retrieval Studio Viewing Search Returns Displays with or without Labels No Labels Example Labels Example Hierarchical Labels Example No Hierarchical Display Example Search Syntax Two Types of Search Syntax Simple Search Overview of Simple Search Determining Relevancy Advanced Search Overview of Advanced Search Advanced Operators Appendixes A Recommended Reading...17 B Glossary...19 iii

4 Index...21 iv SAS Information Retrieval Studio: User s Guide

5 About This Book Audience SAS Information Retrieval Studio: User s Guide is designed for persons who search the indexes built by the indexing server. SAS Information Retrieval Studio enables you to specify your search terms using various operators. This documentation focuses on ways to search the index to retrieve the information that you seek. Prerequisites Here are the prerequisites for using the search window for SAS Information Retrieval Studio: - SAS Information Retrieval Studio installed on your machine. - A supported browser installed on your desktop client. If you have any questions about whether you are ready to use SAS Information Retrieval Studio, contact your system administrator. Conventions This manual uses the following typographical conventions: Convention TGM_ROOT.xml Description The root directory where SAS Information Retrieval Studio is installed, typically the following: Windows: C:/Program Files/SAS Information Retrieval Studio UNIX: /opt/sas Information Retrieval Studio Code examples are shown in a fixed-width font. v

6 Convention Search button Description The labels for user interface controls are shown in a bold, sansserif font. The hypertext links are shown in a light blue, fixed-width font, and are underlined. vi SAS Information Retrieval Studio: User s Guide

7 1 About SAS Information Retrieval Studio - What Is SAS Information Retrieval Studio? - Benefits of Using SAS Information Retrieval Studio - How Does SAS Information Retrieval Studio Work? - How Does SAS Information Retrieval Studio Fit into the SAS Product Line? 1.1 What Is SAS Information Retrieval Studio? In many organizations, diverse information consumers need to quickly access specific data. In an environment where data, and its types, grow exponentially there is a need to search and locate information from numerous sources. SAS Information Retrieval Studio combines several key technologies to provide a comprehensive solution to search. Search You, the user, can search the indexes created in SAS Information Retrieval Studio using several types of search syntax. Specify different types of search syntax There are two types of search: Simple Type words into the search field to locate information. You can also prefix these words with plus (+) or minus (-) signs. Advanced Add Boolean, positional, and counting operators to your search.

8 See and search related documents See a list of the matching documents in the search interface. Depending on the choices made by the administrator, these documents might also be categorized, have concepts extracted, or facts. If the administrator made any of these selections, the documents are related to labels. Labels enable you to use facetted search to intuitively locate your information. 1.2 Benefits of Using SAS Information Retrieval Studio SAS Information Retrieval Studio provides the following benefits: Empowers business owners by locating data SAS Information Retrieval Studio includes functionality that is designed to fit your organization s requirements. Use this program to locate the data that you seek. Improves the business value of IT and the corporate data that it manages SAS Information Retrieval Studio provides you with easy, self-service access to the information contained in your documents. Use SAS Information Retrieval Studio to search your data. Saves money on training and support costs SAS Information Retrieval Studio is so simple that you can quickly become self-sufficient, with minimal IT support and no need for extensive training. Once you start using SAS Information Retrieval Studio you are no longer dependent on the IT staff. 2 SAS Information Retrieval Studio: User s Guide

9 1.3 How Does SAS Information Retrieval Studio Work? SAS Information Retrieval Studio is an application that anyone can use to locate documents in an index. 1.4 How Does SAS Information Retrieval Studio Fit into the SAS Product Line? As an integral part of the SAS product line, SAS Information Retrieval Studio provides a comprehensive search solution. Use this application to see matching categories, concepts, and facts that are applied from projects running on SAS Content Categorization Server. If specified by the administrator, you can see these classifications for your documents as labels. SAS Information Retrieval Studio: User s Guide 3

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11 2 SAS Information Retrieval Studio Search Window - Your First Look at the User Window for SAS Information Retrieval Studio - Viewing Search Returns 2.1 Your First Look at the User Window for SAS Information Retrieval Studio SAS Information Retrieval Studio provides the search box that you use to locate the information that you are seeking. Display 2.1 The User Window Search box type your query into this field. Search button click to locate matching documents. Clear button click to erase the query terms that you entered.

12 2.2 Viewing Search Returns Displays with or without Labels The search results that are returned to your query are displayed according to the requirements specified by the administrator of SAS Information Retrieval Studio. Labels enable you to use facetted search. Facetted search makes it possible for you to click on a link, or label, and to see a list of matching documents. If you do not find the precise results that you seek, click another, related label and continue this process until you intuitively locate the information that you require No Labels Example If your administrator chose to use no labels, search results are displayed in list format. To see a matched document, select the blue hyperlink that appears to the right of the number in the ordered list. Display 2.1 No Labels 6 SAS Information Retrieval Studio: User s Guide

13 2.2.3 Labels Example See one example of the labels that your search results might return below: Display 2.2 Labels Example Hierarchical Labels Example If your administrator specified a hierarchical ordering of labels, the matching sections of the taxonomy for categories are displayed. (Concepts and facts do not have parent-child relationships. They only appear in list format.) Categories precede concepts in this list format. SAS Information Retrieval Studio: User s Guide 7

14 This hierarchical structure is a matched portion of the same taxonomy that appears in the Taxonomy pane of the SAS Content Categorization Studio user interface. You can also see a count of the matching documents for each label. Display 2.3 Hierarchical Taxonomy of Matched Labels Click the left mouse button on a hyperlink label to make one of the following selections: Require labels appear in the SAS Information Retrieval Studio search window. The displayed documents match both the query term and the selected label. If you specify more than one label, the documents match the query term and all of the selected labels. Exclude one label, preceded by the minus sign (-) appears in the SAS Information Retrieval Studio search window. The displayed documents match the query term, but not the selected labels. 8 SAS Information Retrieval Studio: User s Guide

15 View one label appears in the SAS Information Retrieval Studio search window that displays all of the matching documents for this label, only. Remove this operation is available for the label appearing at the top of the SAS Information Retrieval Studio search window. This selection is available only after you use any of the above operations No Hierarchical Display Example If you do not see a hierarchical display, matching categories and concepts are displayed in list format. Categories precede concepts in this list format. Click on a link to see the paths, or parent-child relationships that exist in the SAS Content Categorization Studio taxonomy that they match. Display 2.4 No Hierarchy Note: You can also use the Require, Exclude, View, and Remove operations. For more information, see Section Hierarchical Labels Example on page 7. SAS Information Retrieval Studio: User s Guide 9

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17 3 Search Syntax - Two Types of Search Syntax - Simple Search - Advanced Search 3.1 Two Types of Search Syntax SAS Information Retrieval Studio processes two types of searches: Simple use the traditional type of document search. You input a query term such as SAS, SAS Information Retrieval Studio, or business solutions to locate the information that you seek. Advanced check with your administrator before you qualify your query terms with Boolean operators. The Boolean search request includes the use of Boolean operators such as AND, DIST, or NOT. A Boolean query can match either a standard field or return an exact match on a Boolean field. Note: These fields are specified by the administrator of SAS Information Retrieval Studio project.

18 3.2 Simple Search Overview of Simple Search Simple search is the traditional way to search documents. A query consists of a list of terms such as business solutions, search and indexing, or query protocol. If at least one query term matches within a document field, the document is considered to be a match for the query. For example, if the word search is located in a document, the document is returned as a match Determining Relevancy The relevancy of each matched document to the query is determined by the number of matching terms. More matches equal a higher relevancy score for the document. In addition, terms can also be marked as required or excluded. Each term can be either a single word or a quoted phrase. If the word or phrase (minus the quotation marks ['' '']), appears anywhere within the specified fields, the document is a match. 3.3 Advanced Search Overview of Advanced Search Advanced search is a more complex way to search documents and return precise results. An advanced query consists of a list of a hosted set of arguments. (In this case, hosted means arguments that are supported by SAS Information Retrieval Studio.) These arguments can be other operators or query terms. If at least one query term matches within a document field, and according to the requirements specified by the operators, the document is a match. For example, if the word search is located in a document, this document is returned as a match. 12 SAS Information Retrieval Studio: User s Guide

19 3.3.2 Advanced Operators Advanced search is a precise way to search documents. The advanced search query syntax consists of terms that are connected by Boolean, nested operators. The total number of matches returned is an exact, not an estimated, number. Note: Boolean operators are case-sensitive. Table 3-1: Common Boolean Operators Operator AND OR NOT Description Takes two or more arguments. True only if all of the arguments are true. Takes two or more arguments. True if at least one argument is true. Takes one argument. True if present under AND and the argument is false. Note: The NOT operator is used in the context of an AND, and not an OR operator. MIN_n MINOC_n DIST_n NOTDIST ORD ORDDIST Takes one or more arguments. True if at least n arguments are true. Takes one or more arguments. True if the total number of occurrences of the arguments in the document is at least n. Takes two or more arguments. True if all of the arguments occur within the specified number of words. Takes two or more arguments. True if all of the arguments occur in the same document, but not within the specified number of words. Takes two or more arguments. True if all of the arguments occur in the same order specified by the rule. Takes two or more arguments. True if all of the arguments occur in the same order specified by the rule, and within the specified number of words from each other. SAS Information Retrieval Studio: User s Guide 13

20 Table 3-1: Common Boolean Operators (Continued) START END NOTIN True if all the arguments occur within the specified number of words from the start of the document. True if all of its arguments appear within the specified number of words from the end of the document. True if the first argument matches, and if this match is not part of the specified larger string in the second argument. 14 SAS Information Retrieval Studio: User s Guide

21 Appendixes - Appendix A: Recommended Reading on page 17 - Appendix B: Glossary on page 19 15

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23 Appendix: A Recommended Reading The following books are recommended as companion guides: - SAS Information Retrieval Studio: Installation Guide: Install SAS Information Retrieval Studio and prerequisite software. - SAS Information Retrieval Studio: Administrator s Guide: Use this book to select the components of your custom information retrieval pipeline. Configure these components that include the search window that end users use to query an index. - SAS offers instructor-led training and self-paced e-learning courses to help you get started with the SAS add-in, learn how the SAS add-in works with the other products in the SAS Enterprise Intelligence Platform, and learn how to run stored processes in the SAS add-in. For more information about the courses available, see support.sas.com/training. For a complete list of SAS publications, see the current SAS Publishing Catalog. To order the most current publications or to receive a free copy of the catalog, contact a SAS representative at SAS Publishing Sales SAS Campus Drive Cary, NC Telephone: (800) * Fax: (919) sasbook@sas.com Web address:support.sas.com/pubs * For other SAS Institute business, call (919) Customers outside the United States should contact their local SAS office. 17

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25 Appendix: B Glossary Boolean operators specifies words such as AND, OR, and NOT, to construct logical definitions that locate the matches that you seek. categorization concisely defines the subject matter of a document, in other words, the main idea or subject of the document. concept specifies any of the following a string, token, or an argument to locate in an input document. A concept locates the metadata of the input document. fact links two, or more, concepts to provide otherwise overlooked relationships in input documents. string refers to a group of words or characters that you specify. 19

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27 Index A AND operator...13 D DIST_n operator...13 E END operator...14 L labels hierarchy...7 M MIN_n operator...13 MINOC_n operator...13 N no hierarchy search returns...9 no labels search returns...6 NOT operator...13 NOTDIST operator...13 NOTIN operator

28 O OR operator ORD operator S START operator SAS Information Retrieval Studio: User s Guide