Manage your search terms in the Keywords tab, and for extra structure organise them in Groups.
- Go into the Keywords tab.
- If you click Add Search Term, or click existing search terms to edit them, a box appears with a search bar.
- Enter your search term in the bar, e.g. 'blockchain regulation', and use the other drop-down boxes to configure the type of the question, the source of the content, and optionally assign the search term to a group.
- Hit the green check to save this search term.
✅ The group function is for your own ease of use; results will be organised by keyword group on your Results tab.
✅ As you’re setting your keyword searches, type in the group bar your own reference to organise your search terms, e.g. if your search term is 'solar panels;, you might want to group the search within 'eco-engineering'. This will differentiate this search to one for 'bridge planning', which you may group under a 'civic engineering' group.
When you enter multiple keywords into the search bar, e.g. 'solar panels', any insight that matches at least 'solar' or 'panels' will be returned.
For some QuantCopy applications, this isn’t sophisticated enough, so use punctuation to refine your keyword search terms:
✅ Surround a phrase by double quotes to find only results that contain it verbatim. This is called an exact query and your insights will show the phrase as written within its surrounding text.
✅ A proximity query allows the keywords in the phrase to be further apart or in a different order. By putting the phrase in double quotes with a tilde and a number, we find any insight that contains all of the words within the double quotes, with a certain amount of words allowed between them. The below example will find insights where 'DevOps' and 'security' are found with a maximum of five words between them.
✅ Include a + to enforce the inclusion of a keyword. Include a - to exclude results containing the word. You can do this to finesse a keyword phrase that could be either misleading or have irrelevant results, e.g. if you want to find results about blockchain that discuss regulation, but do not discuss GDPR specifically:
blockchain +regulation -GDPR