Survey Search gives you the ability to create libraries of surveys and label them with search terms for easy retrieval. Learn how to find surveys by status, use categories and values, and more about survey search.
Labels used for searching surveys are called Categories and Values. The system works like a library’s subject catalog: the catalog includes a set of custom categories, and each item in the collection is marked as belonging to one or more of those categories.
Categories are similar to high level subjects in the library catalog, like history or biography. Values are similar to library sub categories, such as ‘History / US’, ‘History / Military’, ‘Biography / 20th Century,’ etc. Illume‘s survey search feature relies on the category/value system to organize and find surveys.
Here is a more comprehensive example:
The result? When it’s time to create a new survey on Gadgets, a survey designer can search for existing surveys in the Product category that pertain to Gadgets. From the surveys that the search turns up, the designer can drag and drop existing questions for reuse in the new survey. This can greatly improve the efficiency of survey design for that user.
The first step to organizing a searchable collection of surveys is to define the search categories and values under which the surveys will be organized.
You must be logged in and have either the Administrator or Reviewer role to add or edit survey search categories.
To add survey search categories:
To add values to a category that already exists, simply click on the category in the Categories list and follow step 5 above.
Editing search categories and values essentially means changing their names. Note that when changing the name of a search category or value, the surveys filed under that category/value retain their association to the renamed category/value. For example, if there are ten surveys filed under a category named History, and the name of that category changes to Herstory, the ten surveys will now be filed under Herstory.
To edit categories and values:
To delete categories, follow these steps:
To delete category values, follow these steps:
After defining a set of categories and values within which to organize the surveys, each of surveys can be associated with one or more categories or values. This enables Illume users to easily locate surveys using the Illume Survey Manager‘s search tool.
Only users with the Administrator or Reviewer role can associate surveys with categories and values.
To associate surveys with categories and values, follow these steps:
To remove categories and values from a survey, follow these steps:
Illume‘s survey search capability relies on surveys being organized into a set of categories. If a category/value system has not yet been set up to organize the surveys, See Understanding Search Categories and Values for an overview.
To search for surveys, follow these steps:
After clicking Search, the Search Results tab will appear with the results of the search.
In some cases, there is a need to use both ‘And ‘and ‘Or’ conditions in a single search. It is possible to do this, to a limited extent. Notice that when checking more than one value from a category’s value list (as described in step 5 above) and clicking the Add button, the values appear on a single line in the list of criteria, and they are separated by ‘Or’. It is possible to add several sets of values in this way. After adding all of the sets, choose ‘And’ as the group option, it will create a set of criteria like this:
Target is Widget Customers or Gadget Customers
And Author is Kevin McHale or Lamar Mundane
The Survey Search tool will include only values belonging to a common category in these one-line ‘or’ conditions.
After running a search, the survey list will display only those surveys that met the criteria. To restore that the survey list so that all surveys appear:
To see a list of all surveys having a given status (such as “Published” or “Available for checkout”), follow these steps.
After running a search, the survey list will display only those surveys that met the criteria. To restore the survey list so that all surveys appear, go back to the Survey Search tab, click the Clear All Criteria button , and then click Search again.