Our valued client, City of Gold Coast has shared some of their tips and tricks related to naming conventions and improving search results.
Naming conventions
Having a naming convention that is understandable, predictable, and consistent will ensure records are easily identified and easily retrievable. Establish guidelines that are clear and meaningful and are easily accessible to users. Considerations for these guidelines include:
Avoid words such as draft, versions, current or active.
Keep names short and meaningful.
Avoid symbol characters such as: \/<>|”?{};=+&$
Ensure the purpose of the document is easily and quickly identifiable.
Avoid using abbreviations that are not commonly used.
Use unique identifiers, e.g. project title, contract name.
Searching
Searching for an object within Objective ECM or Objective Nexus can be done by using the global search bar.
When using the global search bar, you can improve your search results by building a query using the below key words:
Keyword
Description
Example
Id:
Relevant to the document ID you are after
id:8222563
Name
Name of the document you are searching in quotation marks
name:"XYZ Project Meeting Agenda"
Description
General metadata entered in the description field
Description:"guidelines and best practices"
Content
Specific wording found in the document in quotation marks
content:"The quick brown fox"
Note
General metadata entered in the note field
note:"Darrel Forrest"
Extension
Name of the file extension
extension:pdf
Combine any of the above queries to improve your search results and find the information you are after. (EG: Name:”XYZ Project Meeting Agenda” extension:pdf)
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