Refine Tree

The refinement tree helps you refine your search to narrow in on what you are looking for, without modifying your search expression. Perceptive Search supports multiple refinement options out of the box, offering the most relevant refinement options based on your search.

Perceptive Enterprise Search - Local Administration Console supports refinement based on:

• Category
  Quickly sift and sort through your results by using Perceptive Search' On-The-Fly Categorization feature. Perceptive Search automatically builds the categories according to file path, while administrators can use metadata to customize this structure to address specific categorization requirements.
• Entity

  The section displays entities which Perceptive Search has detected in the found documents listed of the result list. The fifty most frequent entities in each class are shown. The entities may include people, organizations, locations, email addresses and websites, and have been automatically generated by Perceptive Search, or augmented with system administrator configuration. You can right-click on an entity to drill-down or display additional properties. Within the body of the document, entities are identified by a dotted line, and additional information is displayed when you position the mouse pointer over an entity.

  Entities are automatically generated by Perceptive Search. Because Perceptive Search is computer software and not a person, sometimes it will present something as a possibly valid entity which you know to be incorrect. Perceptive Search entity recognition is designed to be "non-judgemental", in that it should never apply a value judgement in deciding not to show you something. You can right-click on an entity and select "Remove This Entity", in which case you are telling Perceptive Search that what it has identified as a possible entity, in fact is not.
  

• Metadata
  For metadata rich environments, Perceptive Search will detect metadata options to refine by.
  
  Not all metadata is available for search refinement, Perceptive Search will analyze the index to identify the metadata fields that can be used for search refinement. For a metadata field to be considered, it must meet the following requirements:
  
  1. Fields Occurrences - The field must be present in at least a minimum number of documents, this is defaulted to 65%.
  2. Minimum Values - The field must have at least this number of unique values to be considered, this is defaulted to 5% of the number of documents in the index.
  3. Maximum Values - The field must not exceed this number of unique values to be considered, this is defaulted to 25% of the number of documents in the index.
  
  Each metadata refinement option will be shown with an approximation of the number of documents that contain each metadata value.