Available for beta testing: More-advanced advanced search

dstillman Zotero Team
In the latest Zotero beta, we've completely overhauled how advanced search works.

Advanced search is now available via a filter button in the quick-search bar, and it opens right above the items list in the main window. You can filter any view, including collections or saved searches, and immediately work with the results. With new multi-collection selection, you can perform advanced searches across multiple collections or searches or even across multiple libraries.

Searches are now much more powerful, with support for nested condition groups and automatic mapping of conditions across levels of the hierarchy. It's now trivial to, say, search for top-level items with a given author AND (a descendant annotation that is either yellow OR red). For any search, you pick what result level you want to find (e.g., "top-level items" or "annotations), and the search conditions you use will automatically be mapped to that result level. So you can find top-level items even if you're searching for annotation content two levels below or find all annotations underneath top-level items with a given tag. Searching for attachments within collections or combining conditions across the hierarchy used to require chaining multiple saved searches, and those searches can now be represented easily in a single search. ("Show only top-level items" and the inexplicable "Include parent and child items of matching items" checkbox are now gone, as is the "Child Note" condition, which is now just searching for "top-level items" with a given "Note" condition.)

Clicking the advanced-search button with something entered into the quick-search bar will automatically populate an equivalent advanced search (including with a new "Title, Creator, Year" condition that matches the semantics of that mode). Since the advanced-search pane persists when you click between collections, this also addresses the longstanding request to be able to pin searches when moving between collections.

Finally, we've added some new search conditions — annotation type, color, and author — and will add more soon.

There's a lot of new functionality here, so let us know if anything is confusing. For specific bugs, please open new threads.
  • Wow, thank you so much! For my use, this is hands down one of the best improvements ever! I had always been frustrated with the fact the search term field cleared every time I switched collections, and now you've not only solved that but added so much more functionality. Really Fantastic! Incorporating the date specific searches and last read functions for attachments will be a tremendous help.

    In the little time I have tested it, all looks to be operating well. The one thing I have noticed is that when searching for "annotation text contains" within within Any Items, I get results with the annotations listed; however if doing so for Top-Level items, I get results but the annotations are not shown. Is this normal? Perhaps you could explain what searching Top-Level Items is best used for and what results should be expected.

    Thanks!!!
  • dstillman Zotero Team
    @Matthew-hu: That's a bug when "Hide Non-Matching Annotations" is enabled (which it is by default) — already fixed for the next beta:

    https://forums.zotero.org/discussion/132519/beta-advanced-search-cannot-expand-annotations-of-search-results
  • So excited to try this out! Nested searches will certainly solve some of my saved searches issues. Thanks again for all the work and looking forward to trying this feature
  • This is great news for basic tool functionality. All of the other items are good to see, but this hits at fundamental UX issues. Please ensure that the new advanced search functions are extended and available in the APIs.
  • While the new features may improve some of the conditional criteria for searching, I still think it's frustrating that when you search for a term, you don't get an automatic preview of the term in the text underneath each result, so you can see how the search term is used before you have to click into the attachment. Then, when you open the attachment, you still have to enter the term in the search tool again to see where it's highlighted in the pages. If you have a large collection of sources, the process is both frustrating and time-consuming. So I don't see how the functionality has improved without a text preview feature.
  • dstillman Zotero Team
    edited 2 days ago
    @santj139: That's not really relevant here. The changes here dramatically improve Zotero's search capabilities. If you have other feature requests, please start new threads. Search snippets are long planned but totally separate from what was implemented here.
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