PDXpert PLM Software
On-line Help Guide

This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.

Search commands

If you want your search results to be more precise, then you can modify your query with tagged terms, wildcards and Boolean operators.

In this help topic, search examples are shown as search text.

Search terms

A search term can include bothalphanumericand non-alphanumericsymbolcharacters.
Except as noted below (like Boolean operators and filter categories), searches do not distinguish between upper- and lower-case letters. Your terms are converted to maximize the search results, regardless of capitalization:gear and GEARwill return the same results.
Multiple search terms are separated by a space: specifyingfilm resistor searches all items with the termsfilm or resistor or both.
If you want to search for a particular sequence of words, enclose it in quotes. For example, "plated machine screw"only returns items with that exact sequence of terms in a single data field.
Spaces and punctuation within quotes are ignored:"screw, pan head" will return the same results as "screw pan head".
An embedded symbol character is equivalent to a space character, and the search term is converted to a quoted phrase. For example,123-456 is equivalent to"123 456" . exceptions $, %, -, @ Exceptions are made for:
- Abbreviation: A series of single alphanumeric characters followed by .(this is simply removed). For example, I.S.O. is equivalent toiso.
- Date: When the search term is in the form YYYY-M-D (or local short date) then the search is limited to date fields: 2012-10-30. A quoted date, however, is a string like any other, and "2012-10-30" is searched as"2012 10 30" within text (not date) fields.
A blank search (that is, there are no search terms specified) doesn't return any results.

An empty list shows that there are no matching records, or that the search term is so general that the search engine cannot select useful results. In both cases, refine your search by adding new or different terms.

Operators

You can specify a single-character wildcard with the? operator. For example, t?re would return items with words like tire and tyre but not there.
You can specify a multi-character wildcard with the* operator. For example, document* would return items with words like document and documentation.
To search for terms nearby, enclose the terms in quotes and specify the maximum distance using the~ operator. The criteria "10pF ceramic"~3 will return all items with up to 3 other tokens between 10uF and ceramic.
To ensure a term is included in your results, use the+ operator. The criteria flat +washer will return items with washer and may or may not include flat.
To reduce the number of items returned, you can put a- operatorimmediately in front of a term that you want to exclude: hardware -rivet returns all hardware items that don't include the term rivet. You can also use uppercase NOT:hardware NOT rivet
It's not necessary to include a space following the - operator, ashardware - rivet and hardware -rivetshow similar results. However, you must use a space to separate the NOT operator from a search term: hardware NOT rivet
The - operator is most effective when used with tokens that, by themselves, create a ranked set. Using only a negative token – for example -change – assigns the same rank to all "not a change" items. In a database with many items, the search will show nothing unless the negative token by itself defines a small result set.
You can enter logical expressions using AND (or &&) and OR (or ||) between terms. The&& operatorwill return items when all terms are present, while the|| operatorwill return items that have one or more of the terms.
Use a space to separate AND and ORoperators from search terms: flat AND washer orflat && washer and not flatANDwasher
By default, the OR (or ||) operator is applied between all terms of your search, and need not be explicitly used except when including other operators (see next example).
Logical expressions contained within parentheses are evaluated before those outside. The expressionwire && (copper || steel) will return items with either copper wire or steel wire or both;(wire && copper) || steel will return copper wire or anything steel or both.
Use the [ TO ] operator to search for a range of up to 100 item numbers. The criteria [10011 TO 10034]will show up to 24 items, including the two end terms.
To ensure you get items with these numbers, and not unrelated items that simply include the numbers (like in change descriptions), use the filter category like:number:[10011 TO 10034]

System tags

System-level tags are automatically added as items are indexed. Tags follow the same search and operator rules as other item text, such as part washer and file && *.pdf.

Tag	Added to
home	Items where the home organization is the owner
partner	Items where a partner organization is the owner
document	Document records
part	Part records
change	Change forms
pending	Pending documents and parts
released	Released documents and parts
canceled	Canceled documents and parts
originated submitted routed held accepted releasedsup>1</sup completed stopped rejected canceledsup>1</sup	Change forms at the specified lifecycle state.
file	File attachments and external links

Tags are less accurate than filters because the item may include conflicting tags. For example, a home document record always includes the home tag, but its title may contain the wordpartner.

Filter categories

The system adds categories to an item. You can search a category by usingcategory:parameter.

You can use any combination of full or short categories and full or short parameters. Category text is always lowercase; a parameter is any combination of uppercase and lowercase text.

Search for...	Category	Parameter	Example
Class	class: c:	change, chg document, doc part, prt	class:part c:chg
Owner¹	owner: o:	OrganizationsName or Display name	owner:3M o:Allied
Type¹	type: t:	Document Types, Part Types, Change Forms Name or Abbreviation	type:ECN t:assembly
Number¹	number: n:	Item Number or isempty²	number:12345 n:56789-*
Description¹	description d:	Document Title, partName, changeDescription, or isempty²	description:Bolt d:IsEmpty
Release state	state: s:	Document or part release state: pending, pnd released, rel canceled, can Change workflow state: originated, org submitted, sub routed, rtd held, hld accepted, acc released, rel completed, cmp stopped, stp rejected, rej canceled, can	state:rel s:Routed
Lifecycle	lifecycle: l:	Item Lifecycles Name orDisplay name as document or partLifecycle value³	lifecycle:Service l:srvc
Trustee	trustee:	Persons Nameas document or part Trustee or as change form Originator Use double-quotes if you want to include a space	trustee:"pat lee"
Version	version: v:	A document or part iteration's Version value³	version:6a5f91e3 v:"10.2.543.6"
Checkbox true	is:	Parts marked as serialized, certified, compliant⁴	is:serialized
Checkbox false	isnot:	Parts not marked as serialized, certified, compliant⁴	isnot:certified

On the Item Explorer's search results list, a bold column header hints that the name (or first letter) can be used as a filter.
The isempty parameter enables searching for empty (missing) text.
These values are shown on a part or document iteration. A single item may have more than one iteration, and more than one value. A Released iteration's lifecycle ranks higher, and a Canceled lifecycle is lower, than a Pending iteration's lifecycle.
If the part type compliance label is Complies, thenis:Complies returns parts that have the checkbox marked. Use double quotes if the label contains any spaces. Labels are not case-sensitive: isnot:"Meets RoHS" is the same as isnot:"meets rohs"

Filter categories can exclude items; for example, -class:part excludes all parts from the search results. You can mix parameters; for example, state:(ORG || SUB) returns change forms that are at the Originated or Submittedlifecycle state.

Custom attributes

Where the custom attribute scheme is:

Boolean: The is: andisnot: filters are supported.
Integer: Searches return the exact match only, without any digits after the decimal. For instance,10 will return only 10, and not 10.01 or -10.
Float, UOM, Money: All numbers with fractional values are converted to text strings. The indexed values always include the integer and at least one fractional digit. Other fractional values are rounded and saved with up to 7 decimal digits, unless the trailing digits are 0. For example, the custom attribute value23.00018 is returned in a search for 23,23.0, 23.0002 or23.00018, but not 23.000 or23.000180.
UOM, Money: Item values are searched using the numeric value followed (without a space) with a unit of measure or ISO currency; for example,12kg or 17.25USD.
Date: A date is saved in the form YYYY-MM-DD (numeric year-month-day). For example, search for March 21, 2017 as: 2017-03-21. You can use wildcards, for example: 2017-03-??.

Invalid queries

Using operators like ( ) { } [ ] * - " ? : \ in organization names, item numbers, and descriptions make search tokens more difficult to enter and correctly parse. For example, the result 2 inches will be found when both the description and search token use 2in rather than 2".

You cannot search for stop words such as a,an, and the.
You cannot directly include operators + - && || ! ( ){ } [ ] ^ " ~ * ? : \ as search terms, unless you use the backslash character, such as\+ and \: For example, search for the text2" using 2\"

Parsing rules

Any symbol that is not an operator is treated as whitespace, except as noted.
Period (full stop) . is treated as an alphanumeric:3.1415 and ABC.XYZ are parsed as single tokens, and not like 3 1415 or ABC XYZ
Implied operators (OR) are added and stop words may be removed.

Underscores and hyphens

An underscore _ and hyphen -symbol may be treated as a space character, so that the string is split into separate search tokens. This is intended to split connected words, but not affect numbers with embedded delimiters (like part and document numbers, or dates).

The search token is split when the text segment on each side of the symbol does not contain any number character, and the token is not an email or web address.

Thus, the token serial_number is treated as serial number(unless it's in an email or web address), and 90816-01 remains a single token.

In the search tokenABC_xyz_Q123-456, the value is split into two tokens: ABC andxyz_Q123-456. The value xyz_Q123-456 is not split asxyz Q123 456 becauseQ123 contains number characters. Thus, these criteria are possible:

ABC
xyz_Q123-456
xyz*456
abc && *q123-*
"abc xyz_q123-456"

File & link searches

PDXpert uses a private search engine for database text and the server computer's Windows Search service for file attachments. These engines look at different data, and follow different rules.

File paths and URIs are parsed as identifiers with a mix of symbols and alphanumerics. An search for a web link may have different item record results, shown in the upper part of the Item Explorer's Searchlist, than Windows Search results shown in the lower section.

For example, a database record with http://example.com/W275Q as a custom attribute finds the record using W275Q. Item parsing treats the / as a space, the : as a reserved operator, and the other characters as separate tokens:http example.com W275Q. However, Windows Search needs *W275Q to find the external link; it appears to drop thehttp:// and treats the remaining characters example.com/W275Q as an unbroken text string.

Definitions

alphanumeric§: Letters A-Z, a-z and their Unicode equivalents, and the numbers 0-9.
criteria§: The set of all terms and operators used to define the search.
date§: Number characters and delimiters as YYYY-MM-DD [ISO8601] or MM/DD/YYYY [US].
letter character§: Any valid character in ranges A to Z, a to z or its local language Unicode equivalent.
number§: One or more characters in the range 0 to 9.
operator§: A symbol that signals special treatment for the immediately-following term.
search term§: Valid characters in quotes, or a token, but not including any operator that acts on the term.
search token§: A sequence of one or more valid characters.
stop word§: A common word that won't add value to searches, and is not indexed.
symbol§: A character that is not an alphanumeric (A-Z,0-9) character.
valid character§: Any user-entered alphanumeric or symbol character, except non-display control characters.

Operators acting on a single term

* operator§: Search wildcard that can be replaced by zero or more characters.
? operator§: Search wildcard that can be replaced by exactly one character.
+ operator§: Term is required as part of search results.
- operator§: Term is excluded from search results.

Operators between two terms

&& operator§: Logical AND search operator that requires both terms in the results.
|| operator§: Logical OR search operator that requires at least one of the terms in the results.
[ TO ]§: A range from one item numbers to another, including the range end points.
~ operator§: Requires two terms to be within a specified distance: ~3 allows gap of up to 3 words.

Grouping operators

( ) group§: Makes a logical group of terms for Boolean (AND / && or OR / ||) functions.
" " group§: Groups one or more valid characters and spaces to make a search term.

Stop words

Very common words are always excluded from indexing, and are ignored in search criteria. These include:

a
an
and
are
as
at
be
but
by
for
if
in
into
is
it
no
not
of
on
or
s
such
t
that
the
their
then
there
these
they
this
to
was
will
with

1048

Trusted By

PDXpert PLM Software
On-line Help Guide

Search commands

If you want your search results to be more precise, then you can modify your query with tagged terms, wildcards and Boolean operators.

In this help topic, search examples are shown as search text.

Search terms

A search term can include bothalphanumericand non-alphanumericsymbolcharacters.
Except as noted below (like Boolean operators and filter categories), searches do not distinguish between upper- and lower-case letters. Your terms are converted to maximize the search results, regardless of capitalization:gear and GEARwill return the same results.
Multiple search terms are separated by a space: specifyingfilm resistor searches all items with the termsfilm or resistor or both.
If you want to search for a particular sequence of words, enclose it in quotes. For example, "plated machine screw"only returns items with that exact sequence of terms in a single data field.
Spaces and punctuation within quotes are ignored:"screw, pan head" will return the same results as "screw pan head".
An embedded symbol character is equivalent to a space character, and the search term is converted to a quoted phrase. For example,123-456 is equivalent to"123 456" . exceptions $, %, -, @ Exceptions are made for:
- Abbreviation: A series of single alphanumeric characters followed by .(this is simply removed). For example, I.S.O. is equivalent toiso.
- Date: When the search term is in the form YYYY-M-D (or local short date) then the search is limited to date fields: 2012-10-30. A quoted date, however, is a string like any other, and "2012-10-30" is searched as"2012 10 30" within text (not date) fields.
A blank search (that is, there are no search terms specified) doesn't return any results.

Operators

You can specify a single-character wildcard with the? operator. For example, t?re would return items with words like tire and tyre but not there.
You can specify a multi-character wildcard with the* operator. For example, document* would return items with words like document and documentation.
To search for terms nearby, enclose the terms in quotes and specify the maximum distance using the~ operator. The criteria "10pF ceramic"~3 will return all items with up to 3 other tokens between 10uF and ceramic.
To ensure a term is included in your results, use the+ operator. The criteria flat +washer will return items with washer and may or may not include flat.
To reduce the number of items returned, you can put a- operatorimmediately in front of a term that you want to exclude: hardware -rivet returns all hardware items that don't include the term rivet. You can also use uppercase NOT:hardware NOT rivet
It's not necessary to include a space following the - operator, ashardware - rivet and hardware -rivetshow similar results. However, you must use a space to separate the NOT operator from a search term: hardware NOT rivet
The - operator is most effective when used with tokens that, by themselves, create a ranked set. Using only a negative token – for example -change – assigns the same rank to all "not a change" items. In a database with many items, the search will show nothing unless the negative token by itself defines a small result set.
You can enter logical expressions using AND (or &&) and OR (or ||) between terms. The&& operatorwill return items when all terms are present, while the|| operatorwill return items that have one or more of the terms.
Use a space to separate AND and ORoperators from search terms: flat AND washer orflat && washer and not flatANDwasher
By default, the OR (or ||) operator is applied between all terms of your search, and need not be explicitly used except when including other operators (see next example).
Logical expressions contained within parentheses are evaluated before those outside. The expressionwire && (copper || steel) will return items with either copper wire or steel wire or both;(wire && copper) || steel will return copper wire or anything steel or both.
Use the [ TO ] operator to search for a range of up to 100 item numbers. The criteria [10011 TO 10034]will show up to 24 items, including the two end terms.
To ensure you get items with these numbers, and not unrelated items that simply include the numbers (like in change descriptions), use the filter category like:number:[10011 TO 10034]

System tags

System-level tags are automatically added as items are indexed. Tags follow the same search and operator rules as other item text, such as part washer and file && *.pdf.

Tag	Added to
home	Items where the home organization is the owner
partner	Items where a partner organization is the owner
document	Document records
part	Part records
change	Change forms
pending	Pending documents and parts
released	Released documents and parts
canceled	Canceled documents and parts
originated submitted routed held accepted releasedsup>1</sup completed stopped rejected canceledsup>1</sup	Change forms at the specified lifecycle state.
file	File attachments and external links

Tags are less accurate than filters because the item may include conflicting tags. For example, a home document record always includes the home tag, but its title may contain the wordpartner.

Filter categories

The system adds categories to an item. You can search a category by usingcategory:parameter.

You can use any combination of full or short categories and full or short parameters. Category text is always lowercase; a parameter is any combination of uppercase and lowercase text.

Search for...	Category	Parameter	Example
Class	class: c:	change, chg document, doc part, prt	class:part c:chg
Owner¹	owner: o:	OrganizationsName or Display name	owner:3M o:Allied
Type¹	type: t:	Document Types, Part Types, Change Forms Name or Abbreviation	type:ECN t:assembly
Number¹	number: n:	Item Number or isempty²	number:12345 n:56789-*
Description¹	description d:	Document Title, partName, changeDescription, or isempty²	description:Bolt d:IsEmpty
Release state	state: s:	Document or part release state: pending, pnd released, rel canceled, can Change workflow state: originated, org submitted, sub routed, rtd held, hld accepted, acc released, rel completed, cmp stopped, stp rejected, rej canceled, can	state:rel s:Routed
Lifecycle	lifecycle: l:	Item Lifecycles Name orDisplay name as document or partLifecycle value³	lifecycle:Service l:srvc
Trustee	trustee:	Persons Nameas document or part Trustee or as change form Originator Use double-quotes if you want to include a space	trustee:"pat lee"
Version	version: v:	A document or part iteration's Version value³	version:6a5f91e3 v:"10.2.543.6"
Checkbox true	is:	Parts marked as serialized, certified, compliant⁴	is:serialized
Checkbox false	isnot:	Parts not marked as serialized, certified, compliant⁴	isnot:certified

On the Item Explorer's search results list, a bold column header hints that the name (or first letter) can be used as a filter.
The isempty parameter enables searching for empty (missing) text.
These values are shown on a part or document iteration. A single item may have more than one iteration, and more than one value. A Released iteration's lifecycle ranks higher, and a Canceled lifecycle is lower, than a Pending iteration's lifecycle.
If the part type compliance label is Complies, thenis:Complies returns parts that have the checkbox marked. Use double quotes if the label contains any spaces. Labels are not case-sensitive: isnot:"Meets RoHS" is the same as isnot:"meets rohs"

Custom attributes

Where the custom attribute scheme is:

Boolean: The is: andisnot: filters are supported.
Integer: Searches return the exact match only, without any digits after the decimal. For instance,10 will return only 10, and not 10.01 or -10.
Float, UOM, Money: All numbers with fractional values are converted to text strings. The indexed values always include the integer and at least one fractional digit. Other fractional values are rounded and saved with up to 7 decimal digits, unless the trailing digits are 0. For example, the custom attribute value23.00018 is returned in a search for 23,23.0, 23.0002 or23.00018, but not 23.000 or23.000180.
UOM, Money: Item values are searched using the numeric value followed (without a space) with a unit of measure or ISO currency; for example,12kg or 17.25USD.
Date: A date is saved in the form YYYY-MM-DD (numeric year-month-day). For example, search for March 21, 2017 as: 2017-03-21. You can use wildcards, for example: 2017-03-??.

Invalid queries

You cannot search for stop words such as a,an, and the.
You cannot directly include operators + - && || ! ( ){ } [ ] ^ " ~ * ? : \ as search terms, unless you use the backslash character, such as\+ and \: For example, search for the text2" using 2\"

Parsing rules

Any symbol that is not an operator is treated as whitespace, except as noted.
Period (full stop) . is treated as an alphanumeric:3.1415 and ABC.XYZ are parsed as single tokens, and not like 3 1415 or ABC XYZ
Implied operators (OR) are added and stop words may be removed.

Underscores and hyphens

The search token is split when the text segment on each side of the symbol does not contain any number character, and the token is not an email or web address.

Thus, the token serial_number is treated as serial number(unless it's in an email or web address), and 90816-01 remains a single token.

ABC
xyz_Q123-456
xyz*456
abc && *q123-*
"abc xyz_q123-456"

File & link searches

PDXpert uses a private search engine for database text and the server computer's Windows Search service for file attachments. These engines look at different data, and follow different rules.

Definitions

alphanumeric§: Letters A-Z, a-z and their Unicode equivalents, and the numbers 0-9.
criteria§: The set of all terms and operators used to define the search.
date§: Number characters and delimiters as YYYY-MM-DD [ISO8601] or MM/DD/YYYY [US].
letter character§: Any valid character in ranges A to Z, a to z or its local language Unicode equivalent.
number§: One or more characters in the range 0 to 9.
operator§: A symbol that signals special treatment for the immediately-following term.
search term§: Valid characters in quotes, or a token, but not including any operator that acts on the term.
search token§: A sequence of one or more valid characters.
stop word§: A common word that won't add value to searches, and is not indexed.
symbol§: A character that is not an alphanumeric (A-Z,0-9) character.
valid character§: Any user-entered alphanumeric or symbol character, except non-display control characters.

Operators acting on a single term

* operator§: Search wildcard that can be replaced by zero or more characters.
? operator§: Search wildcard that can be replaced by exactly one character.
+ operator§: Term is required as part of search results.
- operator§: Term is excluded from search results.

Operators between two terms

&& operator§: Logical AND search operator that requires both terms in the results.
|| operator§: Logical OR search operator that requires at least one of the terms in the results.
[ TO ]§: A range from one item numbers to another, including the range end points.
~ operator§: Requires two terms to be within a specified distance: ~3 allows gap of up to 3 words.

Grouping operators

( ) group§: Makes a logical group of terms for Boolean (AND / && or OR / ||) functions.
" " group§: Groups one or more valid characters and spaces to make a search term.

Stop words

Very common words are always excluded from indexing, and are ignored in search criteria. These include:

a
an
and
are
as
at
be
but
by
for
if
in
into
is
it
no
not
of
on
or
s
such
t
that
the
their
then
there
these
they
this
to
was
will
with

1048

PDXpert PLM SoftwareOn-line Help Guide

Search commands

Search terms

Operators

System tags

Filter categories

Custom attributes

Invalid queries

Parsing rules

Underscores and hyphens

File & link searches

Definitions

Operators acting on a single term

Operators between two terms

Grouping operators

Stop words

Trusted By

PDXpert PLM SoftwareOn-line Help Guide

Search commands

Search terms

Operators

System tags

Filter categories

Custom attributes

Invalid queries

Parsing rules

Underscores and hyphens

File & link searches

Definitions

Operators acting on a single term

Operators between two terms

Grouping operators

Stop words

Trusted By

PDXpert PLM Software
On-line Help Guide

PDXpert PLM Software
On-line Help Guide