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iii

Contents

About Th is Book ....................................................................................... v

Audience ................ .............. ............... .............. ............... ............... .............. ... v

Prerequisites ............... .............. ................ .............. ............... ............... ............ vConventions ............. .............. ................ .............. ............... .............. ................ v

1 About SAS Information Retrieval Studio .............................................1

1.1 What Is SAS Information Retrieval Studio? ........ ................ ............... ....... 1

1.2 Benefits of Using SAS Information Retrieval Studio ......... ............... ........ 2

1.3 How Does SAS Information Retrieval Studio Work? .............. .............. ... 3

1.4 How Does SAS Information Retrieval Studio Fit into the SAS

Product Line? ............... .............. ............... ............... ............... ............... .......... 3

2 SAS Informat ion Retrieval Studio Search Window .............................5

2.1 Your First Look at the User Window for SAS Information

Retrieval Studio .............. ............... .............. ............... ............... ............... ........ 52.2 Viewing Search Returns ............... ............... ................ ............... ................ 6

2.2.1 Displays with or without Labels ............... ............... ............... ......... 6

2.2.2 No Labels Example ............. ................ ............... .............. ................ 6

2.2.3 Labels Example .............. ............... .............. ............... ............... ....... 7

2.2.4 Hierarchical Labels Example .................... ............... ................ ........ 7

2.2.5 No Hierarchical Display Example ...... .............. ............... .............. .. 9

3 Search Syntax ........................................................................................11

3.1 Two Types of Search Syntax ............... ............... ............... ................ ........ 11

3.2 Simple Search .............. ............... .............. ................ .............. ............... ..... 12

3.2.1 Overview of Simple Search ..... ............... ................ .............. ........... 12

3.2.2 Determining Relevancy ................... ............... .............. ................ ... 12

3.3 Advanced Search ............... .............. ............... .............. ................ .............. 12

3.3.1 Overview of Advanced Search .............. ............... ................ ........... 12

3.3.2 Advanced Operators .............. ............... ................ ............... ............. 13

Appendixes ............................................................................ 15

A Recommended Reading ........................................................................17

B Glossary .................................................................................................19

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iv SAS Information Retrieval Studio: Users Guide

Index ...........................................................................................................21

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v

About This Book

Audience

SAS Information Retrieval Studio: Users Guideis 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 Description

TGM_ROOT The root directory where SAS Information Retrieval Studio isinstalled, typically the following:

Windows:C: / Program Fi l es/ SAS I nf or mat i onRet r i eval Studi oUNIX:/ opt / SAS I nf ormat i on Ret r i eval Studi o

. xml Code examples are shown in a fixed-width font.

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vi SAS Information Retrieval Studio: Users Guide

Searchbutton The labels for user interface controls are shown in a bold, sans-

serif font.

www. sas. com The hypertext links are shown in a light blue, fixed-width font,and are underlined.

Convention Description
http://www.sas.com/http://www.sas.com/http://www.sas.com/

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1About 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.

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2 SAS Information Retrieval Studio: Users Guide

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 yourinformation.

1.2 Benefits of Using SAS InformationRetrieval 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 organizations 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.

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SAS Information Retrieval Studio: Users Guide 3

1.3 How Does SAS Information RetrievalStudio 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 StudioFit 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.

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2SAS 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 forSAS 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.

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2.2 Viewing Search Returns

2.2.1 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 RetrievalStudio.

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.

2.2.2 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 tothe right of the number in the ordered list.

Display 2.1 No Labels

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2.2.3 Labels Example

See one example of the labels that your search results might return below:

Display 2.2 Labels Example

2.2.4 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.

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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 thequery term, but not the selected labels.

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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 availableonly after you use any of the above operations.

2.2.5 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, andRemoveoperations. For more information, see Section2.2.4 Hierarchical Labels Exampleon page 7.

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3Search 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 suchas 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 SASInformation Retrieval Studio project.

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3.2 Simple Search

3.2.1 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 queryprotocol. 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

searchis located in a document, the document is returned as a match.

3.2.2 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 specifiedfields, the document is a match.

3.3 Advanced Search

3.3.1 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 SASInformation 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 searchis located in a document, this

document is returned as a match.

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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 Description

AND Takes two or more arguments. True only if all of the arguments are true.

OR Takes two or more arguments. True if at least one argument is true.

NOT Takes one argument. True if present under ANDand the argument is false.

Note: The NOToperator is used in the context of an AND, and not an ORoperator.

MI N_n Takes one or more arguments. True if at least narguments are true.

MI NOC_n Takes one or more arguments. True if the total number of occurrences ofthe arguments in the document is at least n.

DI ST_n Takes two or more arguments. True if all of the arguments occur withinthe specified number of words.

NOTDI ST Takes two or more arguments. True if all of the arguments occur in thesame document, but not within the specified number of words.

ORD Takes two or more arguments. True if all of the arguments occur in thesame order specified by the rule.

ORDDI ST Takes two or more arguments. True if all of the arguments occur in thesame order specified by the rule, and within the specified number of

words from each other.

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START True if all the arguments occur within the specified number of words fromthe start of the document.

END True if all of its arguments appear within the specified number of wordsfrom the end of the document.

NOTI N True if the first argument matches, and if this match is not part of thespecified larger string in the second argument.

Table 3-1: Common Boolean Operators (Continued)

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15

Appendixes

- Appendix A:Recommended Reading on page 17

- Appendix B: Glossary on page 19

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17

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: Administrators 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, seesuppor t . sas. com/ t r ai ni ng.

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 27513

Telephone: (800) 727-3228*

Fax: (919) 677-8166

E-mail: [email protected]

Web address:suppor t . sas . com/ pubs

* For other SAS Institute business, call (919) 677-8000.

Customers outside the United States should contact their local SAS office.
http://www.support.sas.com/traininghttp://www.support.sas.com/pubshttp://www.support.sas.com/pubshttp://www.support.sas.com/training

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19

Appendix: BGlossary

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 followinga string, token, or an argumentto locate

in an input document. A concept locates the metadata of the input

document.

fact

links two, or more, concepts to provide otherwise overlooked relationshipsin input documents.

string

refers to a group of words or characters that you specify.

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21

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 hierarchysearch returns .......................................................................................................9

no labels

search returns .......................................................................................................6

NOT operator .............. ................ ............... .............. ................ .............. ............... .... 13

NOTDIST operator .............. ............... .............. ............... .............. ............... ............ 13

NOTIN operator .............. ............... ................ .............. ............... .............. ............... 14

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O

OR operator .............................................................................................................. 13

ORD operator ........................................................................................................... 13

S

START operator ....................................................................................................... 14

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