Boolean Logic Quick Reference Guide

To create a custom search string that incorporates numerous concepts or phrases, Boolean logic may be useful.

• AND & OR
• NOT & Exact
• NEAR & PHRASE
• TITLE
• Sentiment Smart Synonyms & Numbers
• In:[content] Source Operator
• Non-Recognized Characters

The keyword search bar supports Boolean logic (AND, OR, NOT, NEAR, PHRASE). To see a full list of Boolean operators, enter a question mark ( ? ) into the keyword search bar.

"AND" & "OR"

• AND: requires that both words or phrases be returned in search results (e.g. student AND loan)
• OR: finds search results containing either term or phrase (e.g. car OR automobile)
• Group: Use parentheses to isolate single concepts within a longer search string.

"NOT" & "Exact"

• NOT: allows exclusion of words or phrases from results (e.g. Trump NOT Ivanka)
• Exact: Use quotations marks to limi results to the exact word or phrase specified (e.g. "selling" will prevent stemming of sell, sells, etc.)

"NEAR" & "PHRASE"

• NEAR(): finds keywords in close proximity to each other within a given sentence (e.g. NEAR2(travel space))
• PHRASE(): finds keywords in close proximity to each other within a given sentence in a set order (e.g. PHRASE1(freedom speech))

Please note the following:

• OR, NOT, NEAR, or PHRASE cannot be used inside NEAR or PHRASE
• NEAR/PHRASE cannot be enforced when additional keywords outside the NEAR/PHRASE are required or excluded (via NOT).
  • By default, the NEAR/PHRASE will be ignored in such cases, and the entire search is subjected to default keyword Proximity.
  • If you would prefer to enforce NEAR/PHRASE for specific terms you may do so by setting Proximity for the overall search to Anywhere In Document via the control to the right of the Keyword box.

"TITLE"

TITLE(): searches for all documents with a keyword/smart synonym in the title of a document. Some examples of leveraging the TITLE operator are below

1. Searching TITLE(merger) will search for all documents with "merger" (a smart synonym) in the title. This basic search is the same as running a Titles Only search.
2. Searching TITLE(merger) wearables will return results with documents that have merger in the title and hits for "wearables" in the documents
3. Searching pets NOT TITLE(dogs) will return docs with mentions of pets whose document titles do not include "dog"

Note:

• It is possible to nest operators such as PHRASE/NEAR inside TITLE
• Terms outside of the TITLE operator still match both title and content

Sentiment Smart Synonyms & Numbers

• Positive & Negative: Search the words "positive" and "negative" to add sentiment to your search string, and find mentions of your search in a positive/negative context
• Numbers: Search #, $, or % to find specific numbers within your search. Pro Tip: pair these with a term for best results (ex: Revenue #)

In:[content] Source Operator

• in:[content] + Tab : Easily filter for content right in the keyword search bar, removing the need to click 2 to 3 times into a filter menu.
• Type in:[content], followed by a comma to automatically add another in: operator to your query

Note: the source operator is not additive to existing content sets. Running a search with a source operator will overwrite the content sets already applied

Non-recognized Characters: + & | ! {} ^ ' ~ ? : \

Below is an example search using Boolean logic that searches for mentions of government contract wins.

Search Syntax: (((win OR won OR bid OR "received") AND (business OR contract OR contractor)) OR PHRASE1(Capture "Management") OR PHRASE1(Capture "Manager") OR PHRASE1(Capture "Managers") OR PHRASE0(Capture "Mgr") OR NEAR1(Capture Lifecycle) OR NEAR10(submit "RFP")) NOT "Business Wire"