Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/NavigatingMedLib/SearchCLM.htm

## Searching the Media Library

* Object Model

There are two types of search available in the CLM media library to help end users efficiently locate presentations: standard search and advanced text search. Standard search allows end users to find presentations by entering all or part of the title, with results displayed by relevance. For a more granular approach, advanced text search allows end users to find presentations by searching for specific text within the slides themselves and navigating directly to the relevant content. Users can apply filters to both standard search and advanced text search results.

![](../../../../Resources/Images/CLM/DefaultFunct/CLMSearchcrop.png)

**Who can use this feature?**

* Business Admin Users - Browser
* End Users - CRM Desktop (Windows), iPad, iPhone, Windows
* [Use standard search](#SearchOnline)
* [Use advanced text search](#AdvTextSrch)
* Users do not require an additional license

### Configuring Search in the Media Library

#### Configuring Standard Search for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.
2. Navigate to **Business Admin > Objects > Multichannel Settings > Global Multichannel Settings**.
3. Enter 1 for the **media\_search\_\_v** Multichannel Setting.

#### Configuring Advanced Text Search for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.
2. Navigate to **Business Admin > Objects > Multichannel Settings > Global Multichannel Settings**.
3. Enter 1 for the **clm\_content\_search\_\_v** Multichannel Setting.

   This setting is enabled as a Vault-wide setting and cannot be enabled for specific profiles.
4. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
5. Ensure the **key\_message\_\_v** VMOC is active for the appropriate platform.
6. Enable [multilingual document handling](https://commercial.veevavault.help/en/lr/13272/) in PromoMats/MedComms. See [Vault Help](https://commercial.veevavault.help/en/lr/3815/#ocr) for more information about supported OCR languages.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Integration Users](#)

To configure this feature:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the permission set for the appropriate user profile.
4. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | clm\_presentation\_\_v | n/a | n/a | rendition\_md5\_\_v | Edit |
   | key\_message\_\_v | n/a | n/a | rendition\_md5\_\_v | Edit |
   | security\_profile\_\_sys | n/a | n/a | profile\_name\_\_sys | Read |
   | user\_\_sys | n/a | n/a | security\_profile\_\_sys | Read |
5. Navigate to **Admin > Configuration > Document Types > CLM Legacy Text Search**.
6. Select the **All Actions** button.
7. Select **Edit Details**.
8. Select **Security**.
9. Add the appropriate user to the **Create Document Permission** field.
10. Select **Save**.

To ensure integration users can process text in CLM content:

1. Navigate to **Admin > Configuration > Document Lifecycles > General Lifecycle > States > Draft > Security Settings**.
2. Grant access to the following settings for the Owner role:
   * Edit Fields
   * Delete
3. Navigate to **Admin > Configuration > Document Lifecycles > General Lifecycle > States > Approved > Security Settings**.
4. Grant access to the following settings for the Owner role:
   * Edit Fields
   * Delete
5. Navigate to **Admin > Users & Groups > Permission Sets**.
6. Select the permission set for the appropriate user profile.
7. Navigate to **Application > Vault Owner Actions**.
8. Grant access to **Document Migration** and **Power Delete**.
9. Grant access to **File Staging**. See [Vault Help](https://commercial.veevavault.help/en/lr/38653/#staging_server_permissions) for more information.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature, ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.

To ensure users have access to the appropriate presentations:

1. Navigate to **All > Library**.
2. Select the appropriate document.
3. Select **Sharing Settings** in the panel on the right.
4. Select **Add**.
5. Select **Viewer** for the Role field.

Admins can also manage user and group access to Documents via [content alignment](../ManagingContent/ContentAlignment.htm) or [Dynamic Access Control](https://platform.veevavault.help/en/gr/25494/).

6. Select the appropriate **Users and Groups**.
7. Select **Save**.

### Using Standard Search as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Users can easily navigate between standard search and advanced text search in the search bar. Standard search is selected by default.

When using standard search, search terms are searched against the following fields:

* clm\_presentation\_\_v object
  + description\_\_v
  + keywords\_\_v
  + name\_\_v
  + product\_\_v
* key\_message\_\_v object
  + description\_\_v
  + keywords\_\_v
  + name\_\_v

Results are sorted to display exact matches to the search terms first, then results containing all the search terms (AND), and finally results containing any of the search terms (OR). Only presentation names and thumbnails display in the search results. Descriptions and keywords do not display and search terms are not highlighted.

To apply filters to the search results, select the filter icon and select the appropriate filters. See [Using Presentation Attributes to Filter Presentations](FilterPresentations.htm) for more information about configuring and using filters.

### Using Advanced Text Search as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Advanced text search uses Vault document search on the viewable renditions of key messages synced from PromoMats/MedComms. See [Vault Help](https://commercial.veevavault.help/en/gr/13824/) for more information on how Vault document search works.

Only approved content is available in advanced text search results. The following CLM content types are supported:

* PowerPoint - Text in images in PowerPoint presentations is not supported
* PDF - [Protected PDF renditions](https://commercial.veevavault.help/en/lr/75370/) in PromoMats/MedComms are not supported
* HTML

  When manually uploading a distribution package for HTML content to PromoMats/MedComms, ensure a high resolution (more than 300 DPI) poster.png image is included in the package. This allows HTML content to display in advanced text search results. See [Manually Uploaded Distribution Packages](https://commercial.veevavault.help/en/lr/25892/#manually-uploaded-distribution-packages) for more information.
* Images

![](../../../../Resources/Images/CLM/AdvFunct/AdvTextSearch/AdvTextSearch1crop.png)

Users can select the search icon to display the search screen and select the Advanced Text Search tab.

![](../../../../Resources/Images/CLM/AdvFunct/AdvTextSearch/AdvTextSearch2.png)

Users must have an active internet connection to use advanced text search.

Advanced text search is not a type-ahead search. Users must enter the search terms and select Search or select the Enter key to start the search. A list of presentation slides displays in the search results, restricted by the user’s visibility to the presentations in the media library. When searching for presentations during a call, [restricted products](../../../Call_Reporting_2/Restrictions/RpAcct.htm), [allowed products](../../../Call_Reporting_2/Restrictions/AllowedProd.htm), and [segmentations](../../../Call_Reporting_2/Executing/Activities/TargetingKeyMessages.htm) are all respected and only display what is available for the account.

As best practice to return the most relevant and specific search results, users with large media libraries should include multiple words in their search terms.

To search for a phrase in Chinese, Japanese, or Korean, users must enter more than one character in the search terms.

Emojis larger than 4 bytes cannot be searched.

To apply filters to the search results, select the filter icon and select the appropriate filters. See [Using Presentation Attributes to Filter Presentations](FilterPresentations.htm) for more information about configuring and using filters.

Search results and filters do not reset when navigating between standard search and advanced text search.

### Considerations

* The scope of CLM search includes HQ (read-only) and custom presentations. Training Presentations are not included in the scope of the search.
* On the iPad platform, if a user is in a directory or applies a label and performs a search, the results are not confined to presentations in that directory
* To correctly process CLM content for advanced text search in PromoMats/MedComms, ensure the content satisfies the following conditions:
* The recommended resolution for images is 300 DPI
* Use a moderate brightness level for images. A very high or very low brightness level decreases how accurately PromoMats/MedComms processes text embedded in an image.
* The recommended font size is 12pt or larger
* Ensure font faces and sizes are consistent throughout a document
* Ensure scans of physical content pages are not skewed
* Ensure documents have a high contrast between the text color and the background color
* Document renditions older than a year may need to be rendered again in PromoMats/MedComms for more accurate search results

### Related Topics

[Using Presentation Attributes to Filter Presentations](FilterPresentations.htm)

[Labeling Presentations](LabelPresentations.htm)

[Finding Product Information with Agentic Media](../../../VeevaAI/MediaAgent/MediaAgentSearch.htm)