You can include an acronym, synonym, or analogue search in order for attendees to find content even if they were searching for an alternative term.
- Spelling Variations: A user searches for coeliac and finds all content where the term is spelled celiac
- Drug Names: A user searches for the generic Ibuprofen and finds all content with the brand names Motrin or Advil
- Synonyms/Labels: A user searches for the Whipple procedure and finds all content with pancreatoduodenectomy, Whipple, or Kausch-Whipple
You can upload a CSV file that contains all analogue terms, spelling variations, alternative drug names, or acronyms with their expansions associated with an analogue ID.
How to create the Analogue CSV Index File
- You can use Excel, Google Spreadsheets, or a basic text editor such as notes to create your .csv file. The content is broken up into two columns with the following headers:
- Column 1: Analogue ID
- Column 2: Analogue Terms
A term, and all its analogues, must be given an ID - you can choose the ID and it can consist of numbers and letters. Then reuse the same ID for each analogue or synonym per line.
If you are using a spreadsheet editor, export the file as .csv
Log into the CMS and access the Home Menu
Select Analogues (If you do not see this, check with your CRM)
Add a new data source using your .csv file
Errors should warn you if terms do not meet the requirements listed below
- Publish data, once all errors and/or orphans have been addressed
Example Spreadsheet and CSV
|Analogue ID||Analogue Terms|
The same content appears in a .csv file comma separated:
Analogue ID, Analogue Terms
Analogue terms are not case sensitive. Users entering upper case COELIAC in the search will still find results with the term celiac lower case.
Check your CSV file to ensure you are meeting the following requirements:
Terms cannot contain commas
Common terms share the same Analogue ID
A term must be at least 2 characters long
Terms must be unique - Duplicate terms will cause import to fail
This means one term cannot be assigned to multiple Analogue IDs
Stopwords (these are common words such as prepositions that are ignored by the search and can be adjusted if necessary) are displayed as orphaned but does not prevent publish.
Orphans will appear on the side collapsible bar.
If an analogue term is also a stopword, the analogue term will not be searchable in the app until removed from the stopword list.
- Symbols that can be included:
- . period
- ( ) Parenthesis
- - dashes
- _ underscores
- / forward slash
- α alpha
- β beta
- : colon
- ; semi-colon
- + plus
- * asterisk
- ' apostrophe
- All analogue terms are displayed as part of the autocomplete suggestions in the search field
- Searching for an analogue term will render all results assigned to the same analogue ID (you make up the ID - it's just there for reference)
- Searching for a term that does not exist in the data, but is a term in your Analogue CSV file, will display search results that match the analogues (for example, if a user searches for coeliac but this spelling does not exist in your content, only in your analogue search file, then users will still find all results for celiac, even though they searched for a term that does not exist in your data).
Example CSV content:
Analogue ID, Analogue Terms
pain1, pain killer
pain killer is an analogue term that consists of more than one word. It is considered a phrase.
Note on Multi-Term Phrase Searches
Multi-term phrase search is one directional. Let's use our different pain killer medications above as an example. The user enters the letters pai in the search field. After entering three letters, the search starts displaying possible suggestions, including matching analogues such as "painkiller" and also the analogue phrase "pain killer." Both of these analogues start with the three letters the user entered pai.
If the user selects "pain killer" from the search suggestions, the user picked the analogue from your search training. Now all records that have a term matching any analogue for ID pain1 display. This means that for example all sessions with the terms Motrin and Advil would also appear, even if they don't have the words "pain killer" in the description or title.
If the user does not select the suggestion, the search will behave like a normal search. The user didn't pick an analogue but entered two two separate words: pain and killer. Without choosing a search suggestion (the analogue phrase), the search considers this as two separate words and will search for anything that has the word pain and the word killer in the data. Sessions with Advil and Motrin may not appear unless that session also has the words pain and killer in the description or title.
Another example: Imagine your analogue file may contain the following abbreviation and expansion:
A1, Society of American Gastrointestinal and Endoscopic Surgeons
The acronym expansion is a multi-word term or search phrase.
- If a user enters such a multi-word term and starts typing "Soc", the full search phrase appears in the search suggestion. When selected, the records with the matching single analogue term are displayed. That means, searching for "Society of American Gastrointestinal and Endoscopic Surgeons" by selecting this phrase from the suggested search list will also find all records with the term "SAGES".
- If a user does not select the phrase from the suggested list, the search behaves like a standard multi-term search and will return all records that contain the prefix "Soc" so "Society", "Social", etc..
- If a user enters the search term SAGES, all records with the single term will be returned. Analogue phrases are not included in those results (e.g. records with "Society of American Gastrointestinal and Endoscopic Surgeons").
How to generate a CSV link from a Google Sheet
The easiest way to manage data like this is by creating it in a Google Sheet and then importing the CSV from the Sheet. This article explains how to create a CSV link for a Google Sheet.
How to import the CSV file
- In the CMS Menu > Settings > Search Training > click the Plus button in the Imports section
- In the Source field, elect CSV Upload
- In the Name field, enter a name so you know this file is for
- Click the Select File button to upload your file.
- Click the Next button to switch to the Field Map tab
- In the Field Map tab, match your column with the appropriate column in EventPilot
- Click the Import button
How to update your CSV file
- In the CMS Menu > Settings > Search Training > click the Pencil icon next to your existing import source
- In the File tab, click the Select File button to upload a new version of your CSV
- Click the Next button and click Import