Faceted search

The facet pane is the left pane of the search page. It contains relevant criteria by which you can navigate and refine search results. These criteria are called facets, and the concept of using facets to refine search results is called faceted search. In introducing the concept of a faceted search, it may be helpful to draw the distinction between it and a more traditional filter-based search.

In this topic

Filter-based search

Filters work by analyzing the search results and excluding resources (for example, assets, users, and communities) that don't meet certain criteria.

In a filter-based search, the collection of filters available to you is constant. The relevance of the filters to the search results isn't considered. As such, some of the filters available to you could either have no effect on the results or reduce the results to a null set.

Faceted search

Facets are dynamically generated according to the resources that constitute the search results. They allow you to narrow results by several different dimensions simultaneously.

In a faceted search, only facets that are relevant to the search results appear in the facet pane on the search page. As you select facets to navigate and refine the search results, the facet pane is automatically updated, again showing only facets that are relevant to the refined set of results.

The facets in the facet pane, at any given time, include the number of resources that match both the search text and the value of the available facets. This gives you a view of the composition of the search results, and helps you avoid searches that produce no results.

Refine search results

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

The search page offers a variety of facets by which you can navigate and refine your search results. These facets are dynamically generated—they change depending on the search results.

Image of the facet pane

The following table describes the filters shown in the facet pane.

No. Part name Description
1 "Search in" facets

These facets enable you to navigate to resources via organizational path or resource category.

Facet

Use

Organization

Navigate to resources by drilling down at the organizational level and limiting the search results to a specific community, subcommunity or domain.

If, for example, you click on a root-level community, the results will be refined to include only the resources (meaning subcommunities, domains and assets) in that community that match your search text.

Category

Navigate to a specific category of resources, such as assets, communities, domains, users or user groups.

2 "Refine" facets

These facets act as filters to refine the search results.

The following table shows the out-of-the-box "refine" facets:

Filter criteria Use this to show only those search results...

Asset type

That are of a specified asset type, such as Business Term, Acronym, Column or Table.

This criterion is only applicable if you have selected the category Assets.

In the following example image, the search engine searches for your text only in assets of asset type Standard, Column and Data Set.

Status That have a specified status, such as Candidate, Accepted, Deployed or Rejected.

Last modified

That were modified within the specified time frame; within the last 24 hours, week, month or year.

Created by

That were created by the specified users.

Created on

That were created within the specified time frame; within the last 24 hours, week, month or year.

Tags

That have the specified tag(s).

You can click the tag in any of the search results, to search for all domains and assets with that tag.

Tip 
  • To clear all selections for a specific facet type, click Clear.
  • To clear all facet type selections on the search page, click Clear all.
  • To show all the facets by which to refine the scope of your search for a particular facet type, click Show more or Show all. If there are more than 15 facets, the list opens in a dialog box.
  • Adding and removing facets on the search page is not the same as filtering the search results, or adding or removing fields from a set of tiles.
  • Image of the facet pane

    The following table describes the filters shown in the facet pane.

    Tip When you select the Data Marketplace tab or the quick filter tabs on the search page, the filters in the facet pane change depending on how your administrator has configured the Data Marketplace filters.

    Filter

    Description
    Tag

    To show search results that have the tags you select.

    Tip You can also click the tag in any of the search results to search for all domains and assets with that tag.
    Status To show search results that have the statuses you select (for example, Accepted and Candidate).

    Asset Type

    To show search results that are of the asset types you select (for example, Column and Table).

    Tip This filter is applicable if you selected Assets in the Category filter.

    Organization

    To navigate to resources by drilling down at the organizational level and limiting the search results to specific communities, subcommunities, and domains.

    Tip To select subcommunities or domains, click Advanced Filter.

    Category

    To navigate to a specific category of resources, such as assets, domains, communities, users, and user groups.

    Last Modified

    To show search results that were modified within the time frame you select (for example, in the last 24 hours).

    Created On

    To show search results that were created within the time frame you select (for example, in the last 24 hours).

    Created By

    To show search results that were created by the users you select.

    Domain Type

    To show search results that are of the domain types you select.

    Tip This filter is applicable if you selected Domains in the Category filter.
    Certified

    To show search results that contain certified assets.

    Tip This filter is shown only if certified assets exist.
    Tip 
    • To clear all facet type selections on the search page, click Clear.
    • Adding and removing facets on the search page is not the same as filtering the search results, or adding or removing fields from a set of tiles.

    Search filter permissions

    You don't need a particular license to create or manage search filters. However, you need the following global permissions.

    Global permission Description
    Manage shared views, dashboards, search filters

    Create and manage search filters for yourself and for other users, and share the filters with other users.

    Manage your own views, dashboards, search filters Create and manage your own search filters.
    Share your own views, dashboards, search filters Share search filters that you created.

    Note Permissions are granted to users through global roles and responsibilities.