Creating a Monitoring Search Using Boolean Syntax

Creating Monitoring Searches:

The section below will describe how you can create a new Monitoring Search. Before creating a Search, we recommend referencing our reference guides for things to consider when identifying and compiling your monitoring search terms:

• Concepts for Creating Effective Monitoring Searches
• Introduction to Simple Boolean Operators
• Boolean Filters and Operators Cheat Sheet

You can create a Monitoring Search as a Simple or Advanced Search. If you are looking for all of the coverage for a particular brand, competitor, or event the Simple search option can be used. If you are need to create a Search that finds targeted coverage such as only articles from specific publications, articles that mention multiple terms, or articles originating from a specific location, you will want to leverage the Advanced Search option. 

Selecting an Advanced Search:

We recommend using the Advanced Search for only those users who are familiar and comfortable with Advanced Boolean Syntax.

1. Click on the Coverage tab. 2. Select Saved Searches.
3. Click on the New Search button in the Search Listing Page. 4. Select Advanced Earned Search.

Building an Advanced Search:

1. Type in the name for your search.
2. Enter the boolean syntax for your search. Click here for Tips to Build an Effective Search
3. Add additional filters for Language and/or Location. Note: If you include language or locations filters as part of your boolean syntax for the search, you will see an error message.
4. Click on the Update Results button. 
5. Click the Create Search button if you are happy with the coverage in the Results section.
   • You will see the option to share your search become available. Best Practice: We recommend sharing your searches when creating them, especially if you plan to use them in Dashboards that you will share with your team. This workflow will help avoid creating a duplicate search. Click here to learn more about sharing searches!

5. If you include a tag in your search that doesn't exist or hasn't been shared with you, you will receive an error message. 

To access the tag that isn't shared, follow these instructions to review the tag and reach out to the colleague who created the tag to share it with you.

To create a new tag to include in your search:

1. Delete the old tag from your boolean search.

2. Click on the Update Results button.

3. Hover over an article in the results.

4. Click on the tag icon and create a new tag. 

5. Enter in the boolean for you new tag.

6. Click the Update Results button.

7. If you are happy with your results, click on the Save Search button.

To Review/Edit/Duplicate the Search Parameters for an Existing Search:

1. Click on the Elipses button for the search you would like to review, edit or duplicate.
2. Select View Search or Duplicate Search.

1. Edit the name for your search.
2. Edit the boolean syntax for your search. Click here for Tips to Build an Effective Search
3. Add additional filters for Language and/or Location. Note: If you include language or locations filters as part of your boolean syntax for the search, you will see an error message.
4. Click on the Update Results button. 
5. Click the Save Search button if you are happy with the coverage in the Results section.
   • You will see the option to share your search become available. Best Practice: We recommend sharing your searches before adding them to a Dashboard that you will share with your team. This workflow will help avoid creating a duplicate search. Click here to learn more about sharing searches!