Learning Outcomes
Recognise the types of searches best suited for the Wizard option
Understand the impact of unique workflow requirements on search setup
Wizard search setup options in TRAC can be incredibly advantageous in certain situations, but it may not suit every team's distinct workflow. Here are a few scenarios where the Wizard might be the most effective choice for search setup:
Monitoring brand mentions for organisations with distinctive names
If the brand name you're tracking isn't vague or commonly used, the Wizard option is well-suited to your needs. For example, Apple would not be an ideal candidate, as the search would return results for both the brand and the fruit. A Boolean setup would be more suitable for this.
📈 Example: Nike would be a better candidate for a Wizard search setup because of its distinct name.
Searches with minimal term repetition
The Wizard option might not be the best choice if your search requires nesting operators, as you could find it tiresome to input the same term multiple times. The inability to nest operators is a limitation of the Wizard option. An example of this would be if you wanted to pair a broad term with different sub-categories.
📈 Example: If you were tracking mentions of football in relation to different specific countries entering the 2023 Women's World Cup™, you would need to repeatedly enter the keyword "football" alongside the country names. This would be an easier process using Boolean instead.
Searches with few or no special data sources
If your search includes limited or no special data sources (e.g. Instagram, Facebook), the Wizard option can save you from entering terms repeatedly for each source, simplifying the process.
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