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Table of Contents

Voyager’s Community Extension ....................................................................................... 4

Voyager Navigo ................................................................................................................ 4

Navigo Home Screen ........................................................................................................................ 4 Searching in the Navigo UI ............................................................................................................... 5 Using the Map Controls in the Navigo UI ......................................................................................... 5 Viewing Search Results in the Navigo UI .......................................................................................... 7

Map View ..................................................................................................................................................... 7 Card View ..................................................................................................................................................... 8 List View ....................................................................................................................................................... 9

Heatmaps ......................................................................................................................................... 9 Showing the Heat Map Layer in Search Results ........................................................................................... 9

Using Filters in the Navigo UI ......................................................................................................... 12 Selecting Filters .......................................................................................................................................... 12 Removing Filters ........................................................................................................................................ 13

Saving Searches in the Navigo UI ................................................................................................... 13 Deleting a Saved Search ............................................................................................................................. 14

Processing in the Navigo UI ............................................................................................................... 15 Adding Items to the Processing Queue .......................................................................................... 15

Adding an Item in Map View ...................................................................................................................... 16 Adding an Item in Card View...................................................................................................................... 16 Adding an Item in List View........................................................................................................................ 17 Adding All Results to the Queue ................................................................................................................ 17

Removing Items from the Queue ................................................................................................... 17 Removing All Items from the Queue.......................................................................................................... 17 Removing an Item in Map View ................................................................................................................. 18 Removing an Item in Card View ................................................................................................................. 18 Removing an Item in List View ................................................................................................................... 19

Running Processing Tasks ............................................................................................................... 19

Tagging Items .................................................................................................................................... 20 Adding Tags to a Single Item .......................................................................................................... 20 Adding Tags to All Items in Search Results ..................................................................................... 21

Flagging Items ................................................................................................................................... 22 Adding flags to individual items ..................................................................................................... 23 Adding Flags to All Items in Search Results .................................................................................... 24

Finding All Items with a Specific Flag ......................................................................................................... 25 Removing Flags .......................................................................................................................................... 25

Voyager’s Classic UI ........................................................................................................ 26

Viewing Search Results in the Classic UI ........................................................................................ 26 Map View ................................................................................................................................................... 27 Grid View ................................................................................................................................................... 27 Table View .................................................................................................................................................. 28 Report View ............................................................................................................................................... 29

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Refining Search Results – Using Filters ........................................................................................... 29 Searching by Area ........................................................................................................................... 30 Searching with Text ........................................................................................................................ 31

Boolean Searches ....................................................................................................................................... 31 Searching by Field ...................................................................................................................................... 32 Searching by Path ...................................................................................................................................... 32 Searching with Wildcards........................................................................................................................... 33 Escaping Special Characters ....................................................................................................................... 33

Sorting Search Results........................................................................................................................ 33

Configuring Views .............................................................................................................................. 34 Configuring Filters .......................................................................................................................... 34 Configuring the Display .................................................................................................................. 35

Displaying Metadata on the Detail Page .................................................................................................... 35 Viewing All Metadata ................................................................................................................................. 36

Configuring Tables .......................................................................................................................... 36 Configuring Reports ........................................................................................................................ 37 Configuring Sorting ......................................................................................................................... 37 Options for Viewing and Managing Individual Items ..................................................................... 37

Show Detail Page ....................................................................................................................................... 38 Show Preview ............................................................................................................................................. 38 Open With .................................................................................................................................................. 38 Process ....................................................................................................................................................... 38 Add to List .................................................................................................................................................. 38 Edit Fields ................................................................................................................................................... 38 Extent ......................................................................................................................................................... 39 Exclude Item .............................................................................................................................................. 39

Saving Searches ................................................................................................................................. 39 Creating a Default Search ............................................................................................................... 40

Processing Search Results .................................................................................................................. 40 Processing Tasks ........................................................................................................................................ 40 Running Processing Tasks .......................................................................................................................... 41

Appendix – List of Processing Tasks ................................................................................ 43

Alphabetical List of Tasks ................................................................................................................... 43

Task Groups ....................................................................................................................................... 44 Extracting Data ............................................................................................................................... 44 Managing Data and Files ................................................................................................................ 44 Managing Raster ............................................................................................................................. 45 Publishing Services ......................................................................................................................... 45

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Voyager’s Community Extension New to this version of Voyager, the Community Extension provides mechanisms for flagging and tagging search results, editing Metadata fields for one or all items, promoting Featured Content, adding Collections and more. The Community Extension has three elements:

Tagging, which can be used to gather community feedback and provide insight about quality and interest in any given item.

Flagging, which allows data stewards to promote featured content and make the most relevant content available quickly to their users.

Field Editing, which allows data stewards to update or extend an item’s presentation in Navigo without changing the source data.

Voyager Navigo Navigo is a streamlined interface to Voyager's core functionality. It’s built for organizations to find their content, tag it, explore items in detail, preview them on a map and download the content that’s been indexed. Here are some of Navigo's primary features:

View Featured Content on the Home page

Add Collections. Collections are saved searches that you can access directly from the Navigo home page.

Placename search gives users the ability to search by the name of a location. Voyager's placefinder includes 15 million placenames.

Tag items for sharing. Users can easily tag items for quick retrieval and sharing with other users

Easily add items to the Processing Queue for quick clip-and-ship or creation of map services and more.

Navigo Home Screen The Navigo Home Screen shows an Overview Map and search controls:

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Searching in the Navigo UI The Navigo UI Home page provides easy access to searches. You can search by text, place of map area. The new placename (placefinder) searches make it even easier to find places just by entering a name. You don't have to draw a bounding box to find what you're looking for.

To search for text, enter your query in What are you looking for?

To search by place using placename (placefinder) search, enter a name in Where is it located?

Select Within or Intersects to refine your search area

To search using the map, simply click on the map and use map controls to select a search area.

Using the Map Controls in the Navigo UI Use the Map Controls to pan, zoom and select map areas. The controls are shown below:

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The selection is indicated by a blue border, for example the Pan tool above. To draw an area to search on the map, select the Search within or Show intersections icons, then click and drag to define the area.

o If you are defining a search area on the Home page, the coordinates of the bounding box you specify will appear in the Where is it located? box. To start the search, click Search.

o If you are defining a search area on a search results page, the search will update each time you draw a new bounding box.

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Viewing Search Results in the Navigo UI You can view your search results in Map View, Card View or Table View. Card View is the default.

Map View

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Card View

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List View

Heatmaps

If an Administrator has configured it, you can add a heatmap layer to the map in Navigo. The heat map shows the relative density of search results for a query, giving users a quick visual estimate of how and where content is distributed.

Showing the Heat Map Layer in Search Results

To show the heat map for a set of search results:

1. Click the Layer icon at the top right of the Map

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2. Check the Heat Map checkbox that appears

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3. Use the slider to adjust the opacity of the Heatmap (left is transparent; right is opaque)

Areas with more records appear as red, areas with fewer records appear as yellow and areas with the fewest records appear as green. Note that the relative distribution of colors in the Heat Map will change as you zoom in or out of the map.

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Using Filters in the Navigo UI To use filters in the Navigo UI, click the Filter button at the right side of the Search Results Page. You may need to scroll down to see the complete list.

Selecting Filters

Click the downward arrow next to a filter to expand it and view the available values. You can select more than one value at a time. You can also expand more than one filter at a time. Click the arrow again to minimize it. In the example below, the FORMAT CATEGORY filter is expanded to show all of the categories present in the current data set.

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When you select a filter, it appears at in the Search Results window, as shown in the example below.

Removing Filters

To remove a filter, click the X by its name in the Filter list or in the Search Results window.

Saving Searches in the Navigo UI To save a search in the Navigo UI, Click Save Search at the top of the page.

In the Save This Search dialog, enter a name for the Search.

To make it the default search view, check Make default view.

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To share the saved search with other users, click the Share field and select one of the following:

Everyone

LoggedIn

Anonymous

Administrator

The search will then show up in the Saved Searches display on the Home page:

It will also show up when you click Saved Searches in a Search Results window:

Deleting a Saved Search

To delete a saved search, click the X next to its name in the saved searches list:

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Processing in the Navigo UI In Navigo, you can add individual records to the Processing Queue, unlike the Classic UI, in which you process all of the results of a search. This makes it easy to fine-tune geoprocessing without having to run or re-run a search query.

Processing tasks save time by allowing administrators to batch process items with an easy-to-use user interface that offers enormous flexibility behind the scenes to create custom tasks for any specific use case.

Adding Items to the Processing Queue In Navigo, the visual design of Voyager's processing framework has changed from the Classic UI. The Processing Queue contains the list of records that you want to process. The Queue icon at the upper right shows how many items you currently have in your Queue.

You can add items to the Queue from Map View, Card View or List View.

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Adding an Item in Map View

In Map View, Click Add to Queue at the bottom of an individual record.

Adding an Item in Card View

In Card View, Click Add to Queue at the bottom of an individual record.

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Adding an Item in List View

To add an item to the Queue in List View, click Tools to open the drop-down menu.

In the Tools drop-down menu, select Add to Queue.

Adding All Results to the Queue

You can add all of the results from a search to the Processing Queue using the drop-down menu next to the Results count:

Removing Items from the Queue

Removing All Items from the Queue

To remove all of your Queue items, Click the Queue icon and select Clear All.

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Removing an Item in Map View

In Map View, Click Remove at the bottom of a record.

Removing an Item in Card View

In Card View, click Remove at the bottom of a record.

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Removing an Item in List View

In List View, click Tools and then select Remove from the drop-down menu.

Running Processing Tasks After you have added items to your Queue in the Navigo UI, you can run one of Voyager's processing tasks on that data.

To begin, click the Queue icon and select New Task from the drop-down menu.

Next, choose one of the tasks from the Select a task drop-down menu:

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For example, the dialog for Convert to KML is shown below.

Enter the required information for that task and click Run Task.

To select a different task, click Other Task and make a selection from the drop-down menu.

Tagging Items In Navigo, users with Tag Items permissions can tag their own content. This lets users create their own filtering system. Tags can be searched in the keyword search field by entering, and administrators can configure the Tags field to be a filter. Other users can add and access tags as well, so it's a great way to quickly and flexibly share content across an organization.

In the Navigo UI, you add tags to an individual item. When you click a tag, you can view all items that share that tag.

Adding Tags to a Single Item To add a tag to an item:

1. Open the item's Detail page

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2. Click Add next to Tags:

3. Add a tag in the box and press Enter. If you forget to press Enter, the tag will not be added. Tags can be a single word or multiple words. Navigo teats all of the text you enter as a tag until you press Enter. You can add as many tags as you like.

4. To remove a tag you've entered, click the X to the right of the text.

5. When you are done, click Hide to dismiss the tag entry field.

Adding Tags to All Items in Search Results If an Administrator has configured it, you can add a Tag to all of the records in the current search, up to a maximum of 250.

To add a tag to all of the records in the current search results:

1. On the Navigo Search results page, click the down arrow next to the number of results (remember the upper limit is 250 records)

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2. Select Edit Fields for All

3. In the Edit All Items dialog, select the Field you wish to tag

4. Enter a value for the Tag

5. Click Save to add the Tag to all of the records in the current search results

Flagging Items

Flagging items in the index adds a new label that pushes the item to the top of the search results page, drawing extra attention to it. Flags boost search results, in additional to helping users to organize their content and make filtering easier.

In Navigo, administrators and users with Flag Results permissions can add flags to individual items or groups of items. Think of flags as a way to create a featured or highlighted set of content.

You can use flags to

Add a visual cue to denote an item's importance

Mark a group of items

Easily search for all items with the same flag

Boost items to the top of search results

Flags appear on the item's thumbnail on the Home page, the Search Results page and the Details page. They also boost any item containing a flag to the top of search results. This ensures that any content that carries a flag is not buried among less important items in the index.

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Adding flags to individual items To add a flag to a single item:

1. Open the item's detail page

2. Click Tools and then Flag This

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3. Enter the flag in the dialog that appears:

4. Click Save Changes

Adding Flags to All Items in Search Results You can also flag all the results of a search (up to 250 items). To flag all items:

1. Click the arrow next to the number of items

2. Select Flag All

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3. Enter the flag in the dialog that appears:

4. Click Save Changes

Finding All Items with a Specific Flag

To find all items that have a specific flag, click the flag. Navigo will display all records with that flag.

Removing Flags

To remove a flag:

1. Click the flag on an item. This shows all records with that flag

2. Click the arrow next to the number of items

3. Select Remove All Flags

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Voyager’s Classic UI By default, the Classic UI displays the Summary View, shown below. The Summary View displays a few pieces of information about each item, along with the thumbnail, if available.

Viewing Search Results in the Classic UI You can view search results in several different ways to help you analyze patterns and assess the extent of your data. To see a list of views, click View in the Main window to see the drop-down list:

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Each view is described below.

Map View

The map view displays the geographical extent of the current search result. The red lines are the bounding boxes of different data records.

Grid View

The grid view displays each item as a thumbnail only. When you hover over a thumbnail, more information about that item is displayed.

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Table View

The table view displays results as a list. This is useful for comparing results based on a property, such as the size of the item in Bytes or the time it took to index the item.

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Tip: You can export results from the Table View to CSV, SHP or XML file formats. Click Export Result List at the bottom of the table and choose one of the available options:

Report View

The Report View generates graphs based on the configurable set of filters used to narrow search results. Graphs include pie and bar charts, are interactive and will work in any web browser.

Refining Search Results – Using Filters Below the Overview Map is a list of Filters that you can use to refine a search. You can choose more than one filter, as appropriate. The exact list of available filters is dependent on the nature of the data in the index, but the general appearance is shown below:

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Searching by Area By default, Voyager displays all of the search results on the Overview Map. To search an area (extent), click and drag a rectangle on the map. Voyager will display search results for that area. The red lines show the results within that extent, as shown below:

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The map has the following controls (the selected control will be highlighted):

Searching with Text Use the search box for text queries. By default, Voyager searches over all text (including metadata) for matching items. Results that match the title or path are ranked above results matching any other text.

Boolean Searches

Voyager supports the Boolean operators AND and OR.

OR

The OR operator is the default search operator. This means that if there is no operator between two terms in a search, the OR operator is used. The OR operator links two terms and finds a matching document if either of the terms exist in a document.

EXAMPLE: to search for documents that contain either "Florida highways" or just "highways" use the query:

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"Florida highways" highways

or

"Florida highways" OR highways

AND

The AND operator matches documents where both terms exist anywhere in the text of a single document.

EXAMPLE: to search for documents that contain "rivers" and "lakes" use the query:

rivers AND lakes

Searching by Field

When performing a search you can specify a field name or use the default search, which uses many fields. You can search any field by typing the field name in lowercase followed by a colon ":" and then the term you are looking for.

Searching by field names only produces results that match the particular field specified. For example, to search for any documents with "Rivers" in the name field and "Florida" in the path field, use the query:

name:rivers AND path:Florida

Note: The field is only valid for the term that it directly precedes, so the query

name:major cities

Will only find "major" in the name field. It will find "cities" using the default search which uses many fields.

To search for 2 or more terms in a field name, quotes around the text are required.

EXAMPLE: to search the name field for "major cities", use the query:

name:"major cities"

Searching by Path

Paths in Voyager can either be searched for using the standard field selection operator ":", or a special "=" operator that matches folders explicitly.

EXAMPLE: Using the standard "path:" syntax, the query is looking for words in the path.

path:Desktop

Will return items with "Desktop" in the path.

EXAMPLE: Using the "=" operator will find files explicitly in a folder. For example:

path=F:\Desktop\NJ DEP\NJ100mhillshd\nj100mhill

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Will find all results under this folder. Additionally, the path= syntax triggers a special Path Navigation UI.

Searching with Wildcards

Voyager supports single and multiple character wildcard searches within single terms.

To perform a single character wildcard search use the "?" symbol.

To perform a multiple character wildcard search use the "*" symbol

The single character wildcard search looks for terms that match that with the single character replaced.

EXAMPLE: To search for "text" or "test" you can use the search

te?t

Multiple character wildcard searches looks for 0 or more characters. For example, to search for counties or countries, you can use the search:

count\*

Escaping Special Characters

Voyager supports escaping special characters that are part of the query syntax. The current list special characters are:

+ - && \|\| \! ( ) { } \[ \] ^ " ~ * ? :

To escape these character use the \ before the character.

EXAMPLE: To search for (1+1):2 use the query:

\(1\+1\)\:2

Sorting Search Results The Sort tab has a list of sorting options so you can see results in the way that makes most sense to you. To change sorting options, select Configure Sort from the Settings options under the View menu.

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The report view that generates graphs based on the configurable set of filters used to narrow search results. Graphs include pie and bar charts, are interactive and will work in any web browser.

Configuring Views Views are fully configurable, allowing you to change the filters, reports, sort, display, and table options. Any user with the configure_views permission can create custom views. To configure views, select Settings under the View menu. You can choose to configure

Filters

Display

Tables

Reports

Sorting

Configuring Filters This option allows the user to select fields that will be used to filter query results. The filters are used to show a subset of the data, giving the user a better idea of the types of data in the index and to narrow down exactly what they may be searching for.

Additional filters can be added from the set of Fields on the left, or filters can be removed from the active Filters list by using the left/right arrow buttons in the middle

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of the window to move things into and out of the list. The display order the filters can also be changed using the up/down arrow buttons.

To view data from both local and remote catalogs, select the Show Additional Catalogs option. Remote catalogs must have been previously configured by the administrator. See Federated Catalog Search.

Configuring the Display You can configure which metadata fields Voyager displays on the Detail Page as well as in the Table View.

Displaying Metadata on the Detail Page

To configure metadata display on the Detail Page:

1. Go to View -> Settings -> Configure Display on the Summary page

2. On the Fields and Name tabs, you can drag and drop fields from the left side to the list on the right

3. Click Update to apply your changes.

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The added fields will appear on the Detail page. Some of the fields may also appear in the Summary View, when hovering in Grid View and in Map View.

Viewing All Metadata

1. To view all metadata for a record, go to View -> Settings -> Configure Display Settings

2. Select Show all fields on Detail Page to display all metadata fields on each Detail Page

3. When you are done, click Update

Configuring Tables You can choose which metadata fields appear in the Table View. Each field you choose appears as a column in the table.

1. To configure tables, go to View -> Settings -> Configure Table

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2. Drag and drop field names from the list at the left over to the right. The field columns will be added to the Table View even if there are no data for that particular field.

3. To change the order in which the fields are displayed, click and drag fields up or down in the list at the right

4. Click Update when you are done

Configuring Reports The reporting view displays a graph for each of the fields used to filter query results (as seen on the right side of the Voyager interface). To hide or remove a report the appropriate field can be added or removed from the list of filters.

Configuring Sorting This option allows a user to choose which fields are available for sorting query results.

You can add or remove display fields, or change their display order using the arrow buttons in the middle of the window.

Options for Viewing and Managing Individual Items To view options for viewing an individual item, click its thumbnail to bring up the following menu:

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Show Detail Page

Use the Detail Page to view the details for an individual record. By default, the details displayed include basic attributes like the name, path, theme, place, etc.

It also shows links or relationships between the item and any other items in the index. For example, if the dataset is used in an MXD or Layer File, the MXDs or Layer Files will be displayed as links in the USED BY section.

Conversely, MXDs and Layer Files display the items within them in a tree structure, so users can see which Feature Layers and datasets are used in the document and can explore them directly from the DATA section or via the links in the MXD structure.

To view the Detail Page in the Classic UI, click the item’s thumbnail and select Show Detail Page

To view the Detail Page in the Navigo UI, simply click the thumbnail

Show Preview

Show Preview displays a larger, more detailed view of the record if it exists.

Open With

Use the Open With option to open the individual search result in a variety of desktop applications, including ArcGIS desktop applications or a KML viewer.

Process

This option opens the choices for processing the individual search result.

Add to List

Edit Fields

This option is only available to Administrators or users with Edit Fields permissions.

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Extent

This gives the user the options to:

Zoom to Extent - Zooms the map into the extent of this item

Query Within Extent - Performs a spatial query and returns all items whose extent falls completely within the current item's extent.

Query Extent Intersection - Performs a spatial query and returns all items whose extent intersects the current item's extent.

All results are reflected in the overview map in the upper right-hand corner of the window.

Exclude Item

This option allows the user to exclude an individual search result from the search.

Saving Searches To save a specific search and its result set, go to Tools > Save This Search.

1. Enter a Title and Description

2. Add a Label (optional)

3. Choose a Sharing option

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4. Click Make Default to make this the default search for all users (described in more detail in the following section)

5. Click Save when you are done

For a complete list of your saved searches, go to the Saved Searches page from the Home menu.

NOTE: When you save a search, it will be available in both the Classic and Navigo UIs; it does not matter which UI you used to save the search.

Creating a Default Search You can configure a default search so all users will see the same filters, display fields, table layout, and default view.

To create a default search, go to the Tools menu and select Save This Search. Enter a Title and Description for the search and select the Use As Default Search option.

To set the default search to a Saved Search that was previously configured, go to the Saved Searches page and on the Options menu select Show Edit Options. Edit any of the existing Saved Searches and select the Use As Default Search option.

Processing Search Results You can send search results through one of Voyager's python-based geoprocessing tasks to further analyze the data and download results.

To process your search results in the Classic UI, go to Tools > Process. This opens the Task Manager, shown below.

Processing Tasks

You can select from the list of tasks, shown below. All tasks are also available in the Navigo UI. See Processing Search Results for a full list of tasks and their descriptions.

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NOTE: Voyager uses the ArcGIS geoprocessing framework to perform some of the processing tasks, so the input records for those tasks must be in formats that are supported natively by ArcGIS. The tasks that do not require ArcGIS are Copy Files, Delete Files, Move Files and Zip Files.

Running Processing Tasks

For each of the selections in the list, enter the required data and configuration information and confirm each step of the process before moving on to the next. The particular information needed depends on the processing task you choose.

In the Task Manager, current and previous steps are shown in blue; yet-to-be-completed steps are shown in gray.

There are five steps for each task. You can return to a previous step or select a different task at any time.

1. Choose Task Choose a task from the list in the Task Manager.

2. Enter Task Details Enter the required information for the task you have chosen.

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3. Confirm Content Voyager displays the selected content. You can remove an item here and go back to the previous step to select different input information.

4. Confirm Task Details This displays the content and the task information you selected. Click Run Task to process the content.

5. Task Status This displays the status of the task, including any error messages.

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Appendix – List of Processing Tasks Voyager’s processing tasks are available in both Classic and Navigo UIs. In Voyager 1.9.7, the following new tasks have been added:

Add Field — adds a new field to the input feature class or table and can populate the field’s value

Clip Data by Polygon - clips selected results to a polygon drawn by the user

Clip Data by Features — clips selected results using a polygon from the index

Create Layer Files — creates shortcuts (.lyr files) within ArcGIS allowing users to more easily access their data without downloading it first

Export Result List — exports search results to CSV, shapefile or XML document

LocateXT ArcGIS Tool — extracts coordinates, user-defined place names, dates and other critical information from unstructured data and creates a new output feature class

Alphabetical List of Tasks Add Field

Add to Geodatabase

Build Raster Pyramids

Calculate Raster Statistics

Clip Data by Features

Clip Data by Polygon

Convert to KML

Copy Files

Create an Esri Map or Layer Package

Create GeoPDF

Create Layer Files

Delete Files

Export Result List

LocateXT ArcGIS Tool

Mosaic

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Mosaic to Workspace

Move Files

Publish to ArcGIS Server

Publish to Portal for ArcGIS

Replace Data Source

Write Metadata

Zip Files

Task Groups Voyager's Processing tasks can be grouped by general function, as described below.

Extracting Data Use these tasks to process data and create downloadable results.

Clip Data by Features

Clip Data by Polygon

Convert to KML

Create an Esri Map or Layer Package

Create GeoPDF

Export Result List

LocateXT ArcGIS Tool

Zip Files

Managing Data and Files Use these tasks to manage files and the data associated with them.

Add Field

Add to Geodatabase

Copy Files

Create Layer Files

Delete Files

Move Files

Replace Data Source

Write GIS Metadata

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Version 1.9.6 Voyager Search│User Guide Page 45 of 45

Managing Raster Use these tasks to take Raster input and create an output Mosaic that can be downloaded.

Build Raster Pyramids

Calculate Raster Statistics

Mosaic

Mosaic to Workspace

Publishing Services Use these two tasks to publish data to ArcGIS.

Publish to ArcGIS Server

Publish to Portal for ArcGIS