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Saved Search in Navigo

Saved Search in Navigo

Navigo provides robust support for saved searches, allowing users to preserve complex queries and quickly reapply them as needed. This functionality improves user efficiency, supports workflows, and enables repeatable data discovery processes.

 

1. Overview of Saved Searches

Saved searches allow users to:

  • Reuse and quickly access frequently performed queries.

  • Share configured searches with team members.

  • Automate workflows by embedding saved searches in dashboards.

 

IMPORTANT: An admin or other user with the proper access will need to enable the ability for end-users with no account (known as Anonymous users) to be able to create a Saved Search. To do this, go to Manage UI > Security > Permissions and under the Anonymous column, click on the X next to Save Searches and it will change to a check mark. Additionally, an admin user can enable the Manage Saved Searches and Share Saved Searches.

 

2. Creating a Saved Search

  • Steps to Save:

    1. Perform a search using any combination of keywords, filters, facets, and sort options.

    2. Click the Save Search button next to the Actions and Sort dropdown options.

  • Provide a name.

    1. Check the box next to Make default view to save it to the Suggested searches list

    2. Select who the Saved Search will be shared to (e.g., private, everyone or for specific user types).

    3. If email notifications are enabled in Manage UI, then provide an email address to receive updates on the newly indexed content that matches the saved search criteria. Select the frequency to set how often a user will receive the email notification (e.g., daily, weekly, monthly, yearly).

    4. Click Save to store the query as a Saved Search that can be selected from the Navigo landing page.

 

  • What’s Included:

    • Keyword(s) and phrase input

    • Selected facets and filters

    • Date ranges and spatial constraints

    • Sort order and display settings

3. Managing Saved Searches

  • Accessing Saved Searches:

    • Saved searches are available from the landing page, user menu, sidebar, or a dedicated tab in the UI.

  • Edit/Delete Options:

    • Users can rename, update, or delete their saved searches.

  • Organizing:

    • Saved searches may be grouped or tagged for easier management (depending on configuration).

4. Sharing and Permissions

  • Private vs Shared:

    • Searches can be saved for personal use or shared with specific user groups when creating a Saved Search.

  • Access Control:

    • Administrators may define who can create or view shared saved searches in Manage UI > My Displays > Saved Search.

5. Use Cases for Saved Searches

  • Project-Based Views: Create saved searches filtered by location, date, or project-specific tags.

  • Role-Based Access: Different users can have searches tailored to their roles (e.g., data curators vs. field researchers).

  • Change Detection: Combine with sort-by-date to identify new or updated items.

 

This document outlines the saved search options available in Navigo for both end users and administrators. To configure these saved search options—available only to administrators and other authorized back-end users—please refer to the following documentation: Configuring Saved Searches

 

To learn more about additional search options, please refer to the following documentation:

Keyword and Spatial Search in Navigo

Filter and Faceted Search in Navigo