Grouping and Filtering Records by Location

Overview

In Voyager version 1.9.9, administrators can group locations together using a custom Field and its associated values. This Grouping by Location occurs during indexing, and is not dependent on any particular query or saved search. After indexing is complete, you can use this grouping as a Filter to refine your results. 

How is this different from the regular Voyager filters? Normally, filters are populated based on the results of a particular query - they reflect the metadata characteristics of the search results. Grouping by Location lets you associate locations without having to refer to any search results.  This gives you a method of grouping results in addition to Voyager's regular filters. You can also use multiple values for the Grouping by Location Field to allow different grouping solutions. Regular filters are restricted to the actual values present in the records in the search results. 

Grouping by Location

To Group by Location:

1. Go to Manage Voyager > Discovery > Locations
2. Click the Edit icon for the location you want to include
3. Select the Group tab
   
   
   
   
4. Click Save
   
5. Click Rebuild to re-index the location and add the new Group settings to all of the records in the location
   
   

Filtering with Group Values

There are two steps to set up filtering with Group settings: 

1. Add the new Group field to the Filters Display Template
2. Select the Group filter on the Search Results page

Adding the New Group field to the Filters Display Template

To add the new field to the Filters Display Template:

1. Go to Manage Voyager > My Displays > Display Templates
2. Click the Edit icon for Voyager Default
3. Click the Edit icon for Filters
   
   
   
   
4. Search the Available Fields at the left to find your new Field
5. Click and drag the new field to the Selected list
6. Click Save

Filtering with the new Group Field

To use the new Group field filter:

1. Execute a new search or a saved search
2. Click Filters
   
   
   
   
3. Select your new Group field, in this example - Department
4. Select the value for Department, in this example - LandRecords