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docs(search): add advanced search user guide (DSP-1662) (#470)
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* docs(search): add advanced search user guide

* docs(search): terminology
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tobiasschweizer committed Jun 23, 2021
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62 changes: 59 additions & 3 deletions docs/user-guide/data.md
Expand Up @@ -50,13 +50,69 @@ Special syntax:

![Advanced search link is findable in the search menu at the right of the full text search field.](../assets/images/search-advanced-link.png)

The advanced search allows you to filter by project, by source type, or by the metadata of source types. Each filter can be standalone or combined. The metadata field can be precisely filtered with criteria such as "contains", "is like", "equals to", "exists" or in case of a date value with "before" or "after".
The advanced search allows for the creation of complex queries using a graphical widget.
The widget's contents are then turned into a string representing a Gravsearch (SPARQL) query to be sent to DSP-API.

In addition, for a metadata field that is connected to another source type, it's possible to filter by this second source type.
A query consists of the following elements:
- data model selection
- selection of a resource class belonging to the selected data model (optional)
- specification of properties, comparison operators, and values (optional).

Although selection of a resource or a property or both are optional, either a resource class has to be selected or at least one property has to be specified,
otherwise the query is not considered valid and cannot be submitted.

![Search 2: Advanced search offers many filter combinations and is a powerful search tool.](../assets/images/search-advanced.png)*<https://admin.dasch.swiss/search/advanced> - Search 2: Advanced search offers many filter combinations and is a powerful search tool.*

Currently, it is possible to search for only **one** source.
#### Comparison Operators

Depending on the value type of the chosen property,
one or more of the following comparison operators can be selected:

- `is equal to`: value equality: same number, exact same string, overlap of date periods, same target resource.
- `is not equal to`: value inequality: not same number, not exact same string, no overlap of date periods, not same target resource.
- `is greater than`: value comparison: number is greater than search value, date period begins after search value.
- `is greater than or equal to` value equality / value comparison: number is equal to or greater than search value, overlap of date periods or date period begins after search value.
- `is less than`: value comparison: number is less than search value, date period ends before search value.
- `is less than or equal to`: value equality / value comparison: number is equal to or less than search value, overlap of date periods or date period ends before search value.
- `exists`: value for the given property exists.
- `is like`: search value is contained in a text using the SPARQL [REGEX](https://www.w3.org/TR/sparql11-query/#func-regex) function (supports regular expressions).
- `matches`:
- text property: search value matches the text ([Lucene Query Parser Syntax](https://docs-api.dasch.swiss/08-lucene/lucene-query-parser-syntax/)).
- linking property: matches the specified linked resource.

#### Search Examples

##### Regular Expressions (is like)

The `is like` operator lets the user search for texts that are *like* the search value via the support of regular expressions
In this example, all books are found whose title contains "Narrenschiff" followed by a space and some other characters like "(lat.)" or "(dt.)".

For general information about regular expressions see this [interactive tutorial](https://regexone.com).

![Advanced search panel with a search example](../assets/images/advanced-search-regex.png)

##### Lucene Parser Syntax (matches)

Used with a text property, the `matches` operator lets the user search for texts that *match* the search value,
supporting [Lucene Query Parser Syntax](https://docs-api.dasch.swiss/08-lucene/lucene-query-parser-syntax/).
In this example, all persons are found whose names contain "Ja" and "ob" with a character in between (represented by the wildcard "?").
This search finds "Jacob" as well as "Jakob".

**Note the difference between regular expressions and Lucene parser syntax!**

![Advanced search panel with a search example](../assets/images/advanced-search-match.png)

##### Specifying a Linked Resource (matches)

Used with a linking property, the `matches` operator lets the user search for a linked resource that matches the specified properties.
In this example, the user writes a query looking for all letters that have an author that:
1. was born after January 1st 1650
2. whose family name is "Bernoulli"

This is different from the "is equal to" operator that lets the user specify a certain person (selected from a list).

![Advanced search panel with a search example](../assets/images/advanced-search-linked-resource.png)


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