• Content Types—Limit your search results to any combination of our content types.
• Authors—Narrow your search to only articles written by certain AMR Research analysts.
• Companies—Narrow your search to only articles mentioning specific companies.
• Critical Business Initiatives—Narrow your search by different business initiatives.
• Industries—Narrow your search to certain industries.
• Targeted Audiences—Search for articles intended for certain audiences (e.g., CIOs, C-Level executives).
• Targeted Regions—Narrow your search to articles pertaining to different global regions.
• Services/Forums—Narrow your search to articles related to specific AMR Research services.
• Strategic Technologies—Narrow your search to articles related to business services and consulting, enterprise applications, or technology and IT infrastructure.

You can also get to the search results screen directly from the AMR Research Homepage by typing a search phrase/title/keyword into the search box and clicking Search.

Removing Filters
You can remove any of these filters from your search by clicking on the that is located next to the search filter under the Search Results heading.

Sorting Results
Search results are sorted by Date by default. You can choose to have them sorted by relevance by choosing Relevance.

You also have the ability to narrow your results by publication date. You have the option of returning articles published in the last week, in the last month, in the last 3 months, in the last year, or in the last 2 years. To choose your time frame, use the dropdown menu located next to Within:

You also have the ability to change what is displayed about each returned article. The default setting is Detailed. This setting gives you the article's title, author, publication date, and the first paragraph of the article. You can also choose the Brief setting. This setting returns the article's title, author, and publication date.

Advanced Search
Advanced search allows you to enter terms into fields corresponding with how you want to search for the terms. You do NOT need to include the Boolean search terms AND, OR, and NOT—the field descriptions define these searches for you.

1. Use this field to search for Term1 AND Term2
2. Use this field to search for an exact phrase
3. Use this field to search for Term1 OR Term2
4. Use this field to search for Term1 NOT Term2
5. Use this field to specify where the term is found in the article

Boolean Search
Boolean search allows you to enter terms using Boolean expressions to define your search.

1. Use this box to define the search equation that you would like to use. For example: (Term1 AND Term2) NOT Term3

1. You can specify the date range that you search within. You have two options:

• Search articles published in the last week, month, 3 months, year, or 2 years
• Specify an exact publication date

2. You can specify the topic(s) that you want to search. You can search by publication type, critical business initiatives, industries, strategic technologies, region, or author.

3. There are several display options that you can customize to your search:

• Number of results per page
• Highlight key words (your search terms)
• Show only content that you subscribe to

Search Options
If you are not logged in, once you have entered a topic in Advanced Search and the results are returned, you can click Modify Search to add other filters from Advanced Search to tailor your results.

If you are logged in, you have more choices once your results are returned, including Add to Favorites, Set as Personal Search, Add to Wire Hits, and Modify Search.

• Add to Favorites—When logged in, you can save your favorite searches to view and modify in Favorite Searches.
• Set as Personal Search—When logged in and on the My Account page, you can see the five most relevant articles returned from your Personal Search. If you do not have a Personal Search saved, you will see Recent Articles and Reports.
• Add to Wire Hits—When logged in, you can save a favorite search as a Wire Hit. Wire Hits are sent by email when articles appear online that match the topics you specify.
• Modify Search—Click Modify Search to add other filters from Advanced Search to tailor your results.

These choices allow you to save, view, and modify your searches.

Add to Favorites
You capture your favorite searches by clicking Add to Favorites after your search results are returned. You may also click on Search History and then click on the Add Favorite Search icon for the search you would like to add to your list of favorites. You will need to log in if you have not done so already.

Your search is now saved in the Favorite Searches area, and can be retrieved and/or modified at any time. To remove a favorite search from your list of Favorite Searches, just click the remove favorite icon .

If you would like to permanently delete your search, click on the Delete icon . Please note that once this step is taken, you will not be able to retrieve the search. Favorite Searches are logged by date and can be edited and/or deleted at any time. You can also search within your Favorite Searches log and refine the search criteria and results as necessary.

Set as Personal Search
If you would like to see the results returned for a specific search and have it updated every day, click Set as Personal Search after you run your search. The five most relevant articles that fall in the confines of your search will be returned on My Account page.

You can modify, change, or delete your Personal Search settings in either Favorite Searches or Search History. Click on the Remove Personal Search icon to clear your Personal Search or on the Set Personal Search icon to save your Personal Search.

If you do not have a Personal Search set, you will see a listing of the five most recent articles on the My Account page.

Add to Wire Hits
Wire Hits keeps you informed of the topics you want, wherever you are. They are sent by email when articles appear online that match the topics you specify. You can modify, change, or delete your Wire Hits settings in either Favorite Searches or Search History. Click on the Modify/Remove from Wire Hits icon to clear your Wire Hits settings or on the Add to Wire Hits icon to save your Wire Hit.

Modify Search
You can access this feature whether logged in or not. Clicking Modify Search takes you back Advanced Search, where you can add other filters from to tailor your results.

Using Boolean Search
This section describes how to use Boolean search. For example, the query (HCM OR CRM) AND Spending is a Boolean search query. The OR in this query results in a hit on all documents that match either HCM or CRM anywhere (e.g., title, capsule, author, body, or company). These documents are then intersected with the documents that include the word Spending and the final results are returned.

Boolean search also lets users specify negation in their queries. For example, the query RFID AND NOT Retail will search for all documents that have the word RFID and will then remove all documents that have the word Retail before returning the results. The set of Boolean operators you can use are:

• AND
• OR
• NOT
• NEAR (used for unordered proximity search)
• ONEAR (used for ordered proximity search)

In addition, parentheses can be used to create sub-expressions, such as Spending AND NOT (HCM OR CRM).

The colon (:) character is a key restrict operator that can be used to limit a search to a single property. The properties you can restrict on are:

• TITLE
• BODY
• CAPSULE
• AUTHOR
• COMPANY

Using the Key Restrict Operator
Example: AUTHOR:Burkett AND NOT CAPSULE:Automotive

In this Boolean search, documents will be returned if Burkett is the author but the capsule does not include the word Automotive.

NOTE there is no space in AUTHOR:Burkett or CAPSULE:Automotive

Using Proximity Search
The proximity operators, NEAR and ONEAR, let users search for a pair of terms that must occur within a given distance from each other in a document. The document is matched if both terms are in the document and if the terms are within the specified number of words from each other.

The syntax for the proximity operators is as follows:

   term1 NEAR/num term2
   term1 ONEAR/num term2

Each term (term1 and term2) can be a single word or a multi-word phrase (multi-worded phrase must be specified within quotation marks). Wildcards are not supported in term specifications. The num parameter is an integer that specifies the maximum number of words between the two terms. That is, if num is 5, then term1 and term2 can be separated by no more than five words.

Using NEAR for Unordered Matching
The NEAR operator is for unordered proximity searches. That is, term1 can appear within num words before or after term2 in the document. For example, if a user specifies:

   "Customer Management" NEAR/8 retail

then both of these sentences will be considered matches:

   "Customer Management applications are a growing market in the Retail industry."
   "The Retail industry invests its IT budget into Customer Management and other types of applications."

Phrases are treated as one word. In the first sentence, for example, the software starts counting with the word "applications" (not "Management").

Using ONEAR for Ordered Matching
The ONEAR operator is for ordered proximity searches. That is, term1 must appear within num words before term2 in the document. Using the previous example of:

   "Customer Management" ONEAR/8 retail

the sentence:

   "The Retail industry invests its IT budget into Customer Management and other types of applications."

would NOT be considered a match because the phrase "Customer Management" does not appear before the word "Retail" in the text.

Proximity Operators and Nested Sub Expressions
Using the two proximity operators as sub-expressions to the other Boolean operators is supported. For example, the expression:

   (CRM NEAR/5 spending) AND Retail

is a valid expression because NEAR is being used as a sub-expression to the AND operator. However, you cannot use the non-proximity operators (AND, OR, NOT) as sub-expressions to the NEAR and ONEAR operators. For example, the expression:

   (CRM OR RFID) NEAR/5 spending

is not a valid expression.  This invalid expression, however, could be specified as:

   (CRM NEAR/5 spending) OR (RFID NEAR/5 spending)

The proximity operators are therefore leaf operators. That is, they accept only words and phrases as sub-expressions, but not the other Boolean operators. Using proximity operators with the key restrict operator also has the same limitations when used as sub-expressions. For example, the query:

   (CAPSULE:supply) NEAR/3 chain

is not valid.

However, the following format for a key restrict operator is acceptable:

   CAPSULE:(supply NEAR/3 chain)

For other support limitations, see the Feature Interaction section below.

Boolean Query Semantics
The AND operator executes an intersection of its two operands. The OR operator executes a union of the two operands, while the AND NOT operator executes a set subtract, subtracting the second operand from the first. The parentheses operators have two meanings, depending on their usage. They can either be used to group sub-expressions, as in "(procurement or SCM) and pharmaceutical," or they can be used as AND operators in themselves. For example, the query "(procurement or SCM) pharmaceutical" automatically treats the ")" as a ") AND". Thus the query would be treated as "(procurement or SCM) and pharmaceutical." The same is true for usage of the left parenthesis. Words or phrases grouped together without any explicit operators (such as "general discrete or consumer products") are also queried conjunctively. Thus the example query would return the results for "(general and discrete) or (consumer and products)." Similarly "general discrete" "consumer products" will return the results for '"general discrete" AND "consumer products"'. As the examples demonstrate, operator names are not case sensitive, although field names are.

Operator Precedence
The NOT operator has the highest precedence, followed by the AND operator, followed by the OR operator. The precedence can always be controlled by using parentheses. For example, the expression "A OR B AND C NOT D" will be interpreted as "A OR (B AND C AND (NOT D))".

Boolean Query Syntax
The complete grammar for expressing Boolean queries, in a BNF-like format, is:

orexpr: andexpr ;
         | andexpr OR orexpr ;

andexpr: parenexpr ;
         | parenexpr andexpr ;
         | parenexpr AND andexpr ;
         | parenexpr andnotexpr ;

andnotexpr: AND NOT orexpr ;
         | NOT orexpr ;

parenexpr: LPAREN orexpr RPAREN ;
         | terms ;

terms: word_or_phrase KEY_RESTRICT keyexpr ;
         | word_or_phrase NEAR/NUM word_or_phrase ;
         | word_or_phrase ONEAR/NUM word_or_phrase ;
         | multiple_word_or_phrase ;

multiple_word_or_phrase: word_or_phrase ;
         | word_or_phrase multiple_word_or_phrase ;

keyexpr: LPAREN nr_orexpr RPAREN ;
         | word_or_phrase ;

nr_orexpr: nr_andexpr ;
         | nr_andexpr OR nr_orexpr ;

andexpr: nr_parenexpr ;
         | nr_parenexpr nr_andexpr ;
         | nr_parenexpr AND nr_andexpr ;
         | nr_parenexpr nr_andnotexpr ;

nr_andnotexpr: AND NOT nr_orexpr ;
         | NOT nr_orexpr ;

nr_notexpr: nr_parenexpr ;
         | NOT nr_parenexpr ;

nr_parenexpr: LPAREN nr_orexpr RPAREN ;
         | nr_terms ;

nr_terms: multiple_word_or_phrase ;

word_or_phrase: word ;
         | phrase ;

AND: '[Aa]' '[Nn]' '[Dd]' ;

OR: '[Oo]' '[Rr]' ;

NOT: '[Nn]' '[Oo]' '[Tt]' ;

NEAR: '[Nn]' '[Ee]' '[Aa]' '[Rr]' ;

ONEAR:'[Oo]' '[Nn]' '[Ee]' '[Aa]' '[Rr]' ;

NUM: '[0-9] ;
         | NUM NUM ;

LPAREN:'(' ;

RPAREN:')' ;

KEY_RESTRICT:':' ;

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