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Types of Search Methods in Sponsored Projects (SP)

There are multiple search methods used throughout the SP application. The following sections highlight:

• Different search methods in SP
• How each method works
• Which areas of SP use the various methods
• Search limitations of the methods

Default Search

Objects will use the default search functionality unless otherwise specified.

This method wraps the entire search string with asterisk wildcards on both ends and returns anything that has the exact search string matching in the answer value. 

When searching for non-date form elements, these behave like a keyword search. The behavior follows the same behavior described above. 

Depending on the object type, there are some nuances when searching for non-form elements (examples, proposal number, project title, and status). For example, the Proposal number behaves like a keyword search similar to the form elements.

However, objects like Project Title and Status work in the following way:

• When there is only one search term entered, it will work like a keyword search
• When there are multiple search terms, each term is treated as if 鈥渙r鈥漣s between them. For example, if searching for Test example title, this is transformed to searching for *Test example title*, which returns any record that includes the term *Test OR the term example OR the term title* (where * is a wildcard)

Search Limitations

When using the following special characters with default search, it is best to only search for characters before or after the special character, or use "" (quotes) around the entire search string: \ + - ( ) : ^ [ ] { } ~ * ? | & / #

If 鈥溾��(quotes) are used, the full words need to be used as well. For example, if a record has the title "Example Title: Containing a Colon", in order to find this record on the dashboard search, a user could search for "Example", "Example Title" (including the quotes), or "Example Title: Including" (including the quotes), but searching for "Example Title: Include" (even if quotes are included) will not return the record.

In general, when using the default search method, different object types have slightly different behaviors. We are working to update all of the object types to have more consistent behavior aligning with one of the described search methods in this article (timeline TBD)

Search Method 1: 鈥淔uzzy鈥� Search

This method splits the search string into terms and allows the search to be done using those terms.

When using this method, the returned result will not necessarily start with the specified term/search string. When there are multiple search terms separated by a space, this method 鈥淎NDs鈥� all terms, meaning the returned results must contain all of the search terms listed somewhere in the value. This method is the most flexible and is more useful for columns/objects with lots of unique values. 

Attributes on dashboard that use "fuzzy" search:

• Created by
• External Organization Finder Objects
• Research Team Name
• Research Team Employee ID
• Research Team External Association Name
• Research Team External Association Org Type
• Research Team External Association Primary Code
• Research Team Internal Association Name
• Research Team Internal Association Primary Code
• Unit Finder Objects

Object types that use "fuzzy" search:

• External Organization Finder Objects
• Funding Program Objects
• Person Finder Objects
• Research team object (External Association field)
• Research team object (Internal Association field)
• Research Team object (name field)
• Unit Finder Objects

Example

You are searching for John Jacob Smith in the Admin Module using 鈥淔uzzy鈥� search.

• Any porti