More documentation can be found in the doc/ directory or at http://www.recoll.org Recoll user manual Jean-Francois Dockes Copyright (c) 2005-2012 Jean-Francois Dockes This document introduces full text search notions and describes the installation and use of the Recoll application. It currently describes Recoll 1.17. [ Split HTML / Single HTML ] ---------------------------------------------------------------------- Table of Contents 1. Introduction 1.1. Giving it a try 1.2. Full text search 1.3. Recoll overview 2. Indexing 2.1. Introduction 2.2. Index storage 2.2.1. Xapian index formats 2.2.2. Security aspects 2.3. Indexing configuration 2.3.1. The indexing configuration GUI 2.4. Using Beagle WEB browser plugins 2.5. Periodic indexing 2.5.1. Running indexing 2.5.2. Using cron to automate indexing 2.6. Real time indexing 2.6.1. Slowing down the reindexing rate for fast changing files 3. Searching 3.1. Searching with the Qt graphical user interface 3.1.1. Simple search 3.1.2. The default result list 3.1.3. The result table 3.1.4. The preview window 3.1.5. Complex/advanced search 3.1.6. The term explorer tool 3.1.7. Multiple databases 3.1.8. Document history 3.1.9. Sorting search results and collapsing duplicates 3.1.10. Search tips, shortcuts 3.1.11. Customizing the search interface 3.2. Searching with the KDE KIO slave 3.2.1. What's this 3.2.2. Searchable documents 3.3. Searching on the command line 3.4. The query language 3.4.1. Modifiers 3.5. Anchored searches and wildcards 3.5.1. More about wildcards 3.5.2. Anchored searches 3.6. Desktop integration 3.6.1. Hotkeying recoll 3.6.2. The KDE Kicker Recoll applet 4. Programming interface 4.1. Writing a document filter 4.1.1. Simple filters 4.1.2. Telling Recoll about the filter 4.1.3. Filter HTML output 4.2. Field data processing 4.3. API 4.3.1. Interface elements 4.3.2. Python interface 5. Installation and configuration 5.1. Installing a binary copy 5.1.1. Installing through a package system 5.1.2. Installing a prebuilt Recoll 5.2. Supporting packages 5.3. Building from source 5.3.1. Prerequisites 5.3.2. Building 5.3.3. Installation 5.4. Configuration overview 5.4.1. Main configuration file 5.4.2. The fields file 5.4.3. The mimemap file 5.4.4. The mimeconf file 5.4.5. The mimeview file 5.4.6. Examples of configuration adjustments ---------------------------------------------------------------------- Chapter 1. Introduction 1.1. Giving it a try If you do not like reading manuals (who does?) and would like to give Recoll a try, just install the application and start the recoll graphical user interface (GUI), which will ask to index your home directory by default, allowing you to search immediately after indexing completes. Do not do this if your home directory contains a huge number of documents and you do not want to wait or are very short on disk space. In this case, you may first want to customize the configuration to restrict the indexed area. Also be aware that you may need to install the appropriate supporting applications for document types that need them (for example antiword for ms-word files). ---------------------------------------------------------------------- 1.2. Full text search Recoll is a full text search application. Full text search applications let you find your data by content rather than by external attributes (like a file name). More specifically, they will let you specify words (terms) that should or should not appear in the text you are looking for, and return a list of matching documents, ordered so that the most relevant documents will appear first. You do not need to remember in what file or email message you stored a given piece of information. You just ask for related terms, and the tool will return a list of documents where those terms are prominent, in a similar way to Internet search engines. A search application tries to determine which documents are most relevant to the search terms you provide. Computer algorithms for determining relevance can be very complex, and in general are inferior to the power of the human mind to rapidly determine relevance. The quality of relevance guessing is probably the most important aspect when evaluating a search application. In many cases, you are looking for all the forms of a word, not for a specific form or spelling. These different forms may include plurals, different tenses for a verb, or terms derived from the same root or stem (example: floor, floors, floored, flooring...). Search applications usually expand queries to all such related terms (words that reduce to the same stem) and also provide a way to disable this expansion if you are actually searching for a specific form. Stemming, by itself, does not accommodate for misspellings or phonetic searches. Recoll supports these features through a specific tool (the term explorer) which will let you explore the set of index terms along different modes. ---------------------------------------------------------------------- 1.3. Recoll overview Recoll uses the Xapian information retrieval library as its storage and retrieval engine. Xapian is a very mature package using a sophisticated probabilistic ranking model. Recoll provides the mechanisms and interface to get data into and out of the system. In practice, Xapian works by remembering where terms appear in your document files. The acquisition process is called indexing. The resulting index can be big (roughly the size of the original document set), but it is not a document archive. Recoll can only display documents that still exist at the place from which they were indexed. (Actually, there is a way to reconstruct a document from the information in the index, but the result is not nice, as all formatting, punctuation and capitalization are lost). Recoll stores all internal data in Unicode UTF-8 format, and it can index files with different character sets, encodings, and languages into the same index. It has input filters for many document types. Stemming is the process by which Recoll reduces words to their radicals so that searching does not depend, for example, on a word being singular or plural (floor, floors), or on a verb tense (flooring, floored). Because the mechanisms used for stemming depend on the specific grammatical rules for each language, there is a separate stemmer module for most common languages where stemming makes sense. Storing documents written in different languages in the same index is possible, and commonly done. In this situation, you can specify several stemming languages for the index. Recoll stores the unstemmed versions of terms in the main index and uses auxiliary databases for term expansion (one for each stemming language), which means that you can switch stemming languages between searches, or add a language without needing a full reindex. Recoll currently makes no attempt at automatic language recognition, which means that the stemmer will sometimes be applied to terms from other languages with potentially strange results. In practise, even if this introduces possibilities of confusion, this approach has been proven quite useful, and, awaiting the addition of an automatic language recognition module to Recoll, it is much less cumbersome than separating your documents according to what language they are written in. Recoll has many parameters which define exactly what to index, and how to classify and decode the source documents. These are kept in configuration files. A default configuration is copied into a standard location (usually something like /usr/[local/]share/recoll/examples) during installation. The default values set by the configuration files in this directory may be overridden by values that you set inside your personal configuration, found by default in the .recoll sub-directory of your home directory. The default configuration will index your home directory with default parameters and should be sufficient for giving Recoll a try, but you may want to adjust it later, which can be done either by editing the text files or by using configuration menus in the recoll GUI The indexing process is started automatically the first time you execute the recoll GUI. Indexing can also be performed by executing the recollindex command. Searches are usually performed inside the recoll GUI, which has many options to help you find what you are looking for. However, there are other ways to perform Recoll searches: mostly a command line interface, a Python programming interface, a KDE KIO slave module, and a Ubuntu Unity Lens module. ---------------------------------------------------------------------- Chapter 2. Indexing 2.1. Introduction Indexing is the process by which the set of documents is analyzed and the data entered into the database. Recoll indexing is normally incremental: documents will only be processed if they have been modified. On the first execution, all documents will need processing. A full index build can be forced later by specifying an option to the indexing command (recollindex -z). Recoll indexing can be performed with two different methods: * Periodic (or Batch) indexing: indexing takes place at discrete times, by executing the recollindex command. The typical usage is to have a nightly indexing run programmed into your cron file. * Real time indexing: indexing takes place as soon as a file is created or changed. recollindex runs as a daemon and uses a file system alteration monitor such as inotify, Fam or Gamin to detect file changes. The choice between the two methods is mostly a matter of preference, and they can be combined by setting up multiple indexes (ie: use periodic indexing on a big documentation directory, and real time indexing on a small home directory). Monitoring a big file system tree can consume significant system resources. Recoll knows about quite a few different document types. The parameters for document types recognition and processing are set in configuration files. Most file types, like HTML or word processing files, only hold one document. Some file types, like email folders or zip archives, can hold many individually indexed documents, which may in turn be themselves compound ones. Such hierarchies can go quite deep, and Recoll can process, for example, an ms-word document stored as an attachment to an email message inside an email folder archived in a zip file... Recoll indexing processes plain text, HTML, OpenDocument (Open/LibreOffice), email formats, and a few others internally. Other file types (ie: postscript, pdf, ms-word, rtf ...) need external applications for preprocessing. The list is in the installation section. After every indexing operation, Recoll updates a list of commands that would be needed for indexing existing files types. This list can be displayed by selecting the menu option File->Show Missing Helpers in the recoll GUI. It is stored in the missing text file inside the configuration directory. Without further configuration, Recoll will index all appropriate files from your home directory, with a reasonable set of defaults. In some cases, it may be interesting to index different areas of the file system to separate databases. You can do this by using multiple configuration directories, each indexing a file system area to a specific database. See the section about using multiple databases for more information on multiple configurations and indexes. In the rare case where the index becomes corrupted (which can signal itself by weird search results or crashes), the index files need to be erased before restarting a clean indexing pass. Just delete the xapiandb directory (see next section), or, alternatively, start the next recollindex with the -z option, which will reset the database before indexing. ---------------------------------------------------------------------- 2.2. Index storage The default location for the index data is the xapiandb subdirectory of the Recoll configuration directory, typically $HOME/.recoll/xapiandb/. This can be changed via two different methods (with different purposes): * You can specify a different configuration directory by setting the RECOLL_CONFDIR environment variable, or using the -c option to the Recoll commands. This method would typically be used to index different areas of the file system to different indexes. For example, if you were to issue the following commands: export RECOLL_CONFDIR=~/.indexes-email recoll Then Recoll would use configuration files stored in ~/.indexes-email/ and, (unless specified otherwise in recoll.conf) would look for the index in ~/.indexes-email/xapiandb/. Using multiple configuration directories and configuration options allows you to tailor multiple configurations and indexes to handle whatever subset of the available data that you wish to make searchable. * You can also specify a different storage location for the index by setting the dbdir parameter in the configuration file (see the configuration section). This method would mainly be of use if you wanted to keep the configuration directory in its default location, but desired another location for the index, typically out of disk occupation concerns. The size of the index is determined by the document set size, but the ratio can vary a lot. For a typical mixed set of documents, the index size will often be close to the data set size. In specific cases (a set of compressed mbox files for example), the index can become much bigger than the documents. It may also be much smaller if the documents contain a lot of images or other non-indexed data (an extreme example being a set of mp3 files where only the tags would be indexed). Of course, images, sound and video do not increase the index size, which means that nowadays (2012), typically, even a big index will be negligible against the total amount of data on the computer. The index data directory (xapiandb) only contains data that can be completely rebuilt by an index run (as long as the original documents exist), and it can always be destroyed safely. ---------------------------------------------------------------------- 2.2.1. Xapian index formats Xapian versions usually support several formats for index storage. A given major Xapian version will have a current format, used to create new indexes, and will also support the format from the previous major version. Xapian will not convert automatically an existing index from the older format to the newer one. If you want to upgrade to the new format, or if a very old index needs to be converted because its format is not supported any more, you will have to explicitly delete the old index, then run a normal indexing process. Unfortunately, using the -z option to recollindex is not sufficient to change the format, you will have to delete all files inside the index directory (typically ~/.recoll/xapiandb) before starting the indexing. ---------------------------------------------------------------------- 2.2.2. Security aspects The Recoll index does not hold copies of the indexed documents. But it does hold enough data to allow for an almost complete reconstruction. If confidential data is indexed, access to the database directory should be restricted. Recoll (since version 1.4) will create the configuration directory with a mode of 0700 (access by owner only). As the index data directory is by default a sub-directory of the configuration directory, this should result in appropriate protection. If you use another setup, you should think of the kind of protection you need for your index, set the directory and files access modes appropriately, and also maybe adjust the umask used during index updates. ---------------------------------------------------------------------- 2.3. Indexing configuration Variables set inside the Recoll configuration files control which areas of the file system are indexed, and how files are processed. These variables can be set either by editing the text files or using the dialogs in the recoll GUI. You can also use multiple indexes defined by separate configurations, typically to separate personal and shared indexes, or to take advantage of the organization of your data to improve search precision. The first time you start recoll, you will be asked whether or not you would like it to build the index. If you want to adjust the configuration before indexing, just click Cancel at this point, which will get you into the configuration interface. If you exit at this point, recoll will have created a ~/.recoll directory containing empty configuration files, which you can edit by hand. The configuration is documented inside the installation chapter of this document, or in the recoll.conf(5) man page, but the most current information will most likely be the comments inside the sample file. The most immediately useful variable you may interested in is probably topdirs, which determines what subtrees get indexed. The applications needed to index file types other than text, HTML or email (ie: pdf, postscript, ms-word...) are described in the external packages section ---------------------------------------------------------------------- 2.3.1. The indexing configuration GUI Most parameters for a given indexing configuration can be set from a recoll GUI running on this configuration (either as default, or by setting RECOLL_CONFDIR or the -c option.) The interface is started from the Preferences->Indexing Configuration menu entry. It is divided in three tabs, Global parameters, Local parameters, and Beagle web history, which is explained in the next section. The first tab allows setting global variables, like the lists of top directories, skipped paths, or stemming languages. The second tab allows setting variables that can be redefined for subdirectories. This second tab has an initially empty list of customisation directories, to which you can add. The variables are then set for the currently selected directory (or at the top level if the empty line is selected). The meaning for most entries in the interface is self-evident and documented by a ToolTip popup on the text label. For more detail, you will need to refer to the configuration section of this guide. The configuration tool normally respects the comments and most of the formatting inside the configuration file, so that it is quite possible to use it on hand-edited files, which you might nevertheless want to backup first... ---------------------------------------------------------------------- 2.4. Using Beagle WEB browser plugins Beagle is (was?) a concurrent desktop indexer, built on Lucene and the Mono project (C#), for which a number of add-on browser plugins were written. These work by copying visited web pages to an indexing queue directory, which the indexer then processes. Especially, there is a Firefox extension. If, for any reason, you so happen to prefer Recoll to Beagle, you can still use the Firefox plugin, which is written in Javascript and completely independant of C#, Beagle, Lucene..., and set Recoll to process the Beagle queue directory. This supposes that Beagle is not running, else both programs will fight for the same files. This feature can be enabled in the GUI indexing configuration panel, or by editing the configuration file (set processbeaglequeue to 1). There are more recent instructions about how to find and install the Firefox extension on the Recoll wiki. Unfortunately, it seems that the plugin does not work anymore with recent Firefox versions (tried with 10.0). This is not the trival installation version check issue, explicit manual indexing requests still work, but automatic indexing on page load does not. ---------------------------------------------------------------------- 2.5. Periodic indexing 2.5.1. Running indexing Indexing is always performed by the recollindex program, which can be started either from the command line or from the File menu in the recoll GUI program. When started from the GUI, the indexing will run on the same configuration recoll was started on. When started from the command line, recollindex will use the RECOLL_CONFDIR variable or accept a -c confdir option to specify a non-default configuration directory. If the recoll program finds no index when it starts, it will automatically start indexing (except if canceled). The recollindex indexing process can be interrupted by sending an interrupt (Ctrl-C, SIGINT) or terminate (SIGTERM) signal. Some time may elapse before the process exits, because it needs to properly flush and close the index. This can also be done from the recoll GUI File->Stop Indexing menu entry. After such an interruption, the index will be somewhat inconsistent because some operations which are normally performed at the end of the indexing pass will have been skipped (for example, the stemming and spelling databases will be inexistant or out of date). You just need to restart indexing at a later time to restore consistency. The indexing will restart at the interruption point (the full file tree will be traversed, but files that were indexed up to the interruption and are still up to date will not need to be reindexed). recollindex has a number of other options which are described in its man page. Of special interest maybe are the -i and -f options. -i allows indexing an explicit list of files (given as command line parameters or read on stdin). -f tells recollindex to ignore file selection parameters from the configuration. Together, these options allow building a custom file selection process for some area of the file system, by adding the top directory to the skippedPaths list and using an appropriate file selection method to build the file list to be fed to recollindex -if . recollindex -i will not descend into directory parameters, but just add them as index entries. It is up to the external file selection method to build the complete file list. ---------------------------------------------------------------------- 2.5.2. Using cron to automate indexing The most common way to set up indexing is to have a cron task execute it every night. For example the following crontab entry would do it every day at 3:30AM (supposing recollindex is in your PATH): 30 3 * * * recollindex > /some/tmp/dir/recolltrace 2>&1 Or, using anacron: 1 15 su mylogin -c "recollindex recollindex > /tmp/rcltraceme 2>&1" As of version 1.17 the Recoll GUI has dialogs to manage crontab entries for recollindex. You can reach them from the Preferences->Indexing Schedule menu. They only work with the good old cron, and do not give access to all features of cron scheduling. The usual command to edit your crontab is crontab -e (which will usually start the vi editor to edit the file). You may have more sophisticated tools available on your system. Please be aware that there may be differences between your usual interactive command line environment and the one seen by crontab commands. Especially the PATH variable may be of concern. Please check the crontab manual pages about possible issues. ---------------------------------------------------------------------- 2.6. Real time indexing Real time monitoring/indexing is performed by starting the recollindex -m command. With this option, recollindex will detach from the terminal and become a daemon, permanently monitoring file changes and updating the index. Under KDE, Gnome and some other desktop environments, the daemon can automatically started when you log in, by creating a desktop file inside the ~/.config/autostart directory. This can be done for you by the Recoll GUI. Use the Preferences->Indexing Schedule menu. With older X11 setups, starting the daemon is normally performed as part of the user session script. The rclmon.sh script can be used to easily start and stop the daemon. It can be found in the examples directory (typically /usr/local/[share/]recoll/examples). For example, my out of fashion xdm-based session has a .xsession script with the following lines at the end: recollconf=$HOME/.recoll-home recolldata=/usr/local/share/recoll RECOLL_CONFDIR=$recollconf $recolldata/examples/rclmon.sh start fvwm The indexing daemon gets started, then the window manager, for which the session waits. By default the indexing daemon will monitor the state of the X11 session, and exit when it finishes, it is not necessary to kill it explicitly. (The X11 server monitoring can be disabled with option -x to recollindex). If you use the daemon completely out of an X11 session, you need to add option -x to disable X11 session monitoring (else the daemon will not start). By default, the messages from the indexing daemon will be discarded. You may want to change this by setting the daemlogfilename and daemloglevel configuration parameters. Also the log file will only be truncated when the daemon starts. If the daemon runs permanently, the log file may grow quite big, depending on the log level. When building Recoll, the real time indexing support can be customised during package configuration with the --with[out]-fam or --with[out]-inotify options. The default is currently to include inotify monitoring on systems that support it, and, as of recoll 1.17, gamin support on FreeBSD. While it is convenient that data is indexed in real time, repeated indexing can generate a significant load on the system when files such as email folders change. Also, monitoring large file trees by itself significantly taxes system resources. You probably do not want to enable it if your system is short on resources. Periodic indexing is adequate in most cases. ---------------------------------------------------------------------- 2.6.1. Slowing down the reindexing rate for fast changing files When using the real time monitor, it may happen that some files need to be indexed, but change so often that they impose an excessive load for the system. Recoll provides a configuration option to specify the minimum time before which a file, specified by a wildcard pattern, cannot be reindexed. See the mondelaypatterns parameter in the configuration section. ---------------------------------------------------------------------- Chapter 3. Searching 3.1. Searching with the Qt graphical user interface The recoll program provides the main user interface for searching. It is based on the Qt library. recoll has two search modes: * Simple search (the default, on the main screen) has a single entry field where you can enter multiple words. * Advanced search (a panel accessed through the Tools menu or the toolbox bar icon) has multiple entry fields, which you may use to build a logical condition, with additional filtering on file type and location in the file system. In most cases, you can enter the terms as you think them, even if they contain embedded punctuation or other non-textual characters. For example, Recoll can handle things like email addresses, or arbitrary cut and paste from another text window, punctation and all. The main case where you should enter text differently from how it is printed is for east-asian languages (Chinese, Japanese, Korean). Words composed of single or multiple characters should be entered separated by white space in this case (they would typically be printed without white space). ---------------------------------------------------------------------- 3.1.1. Simple search 1. Start the recoll program. 2. Possibly choose a search mode: Any term, All terms, File name or Query language. 3. Enter search term(s) in the text field at the top of the window. 4. Click the Search button or hit the Enter key to start the search. The initial default search mode is Query language. Without special directives, this will look for documents containing all of the search terms (the ones with more terms will get better scores), just like the All terms mode which will ignore such directives. Any term will search for documents where at least one of the terms appear. The Query Language features are described in a separate section. File name will specifically look for file names. The entry will be split at white space characters, and each fragment will be separately expanded, then the search will be for file names matching all fragments (this is new in 1.15, older releases did an OR of the whole thing which did not make sense). Things to know: * The search is case- and accent-insensitive. * Fragments without any wild card character and not capitalized will be prepended and appended with '*' (ie: etc -> *etc*, but Etc -> etc). Of course it does not make sense to have multiple fragments if one of them is capitalized (as this one will require an exact match). * If you want to search for a pattern including white space, use double quotes (ie: "admin note*"). * If you have a big index (many files), excessively generic fragments may result in inefficient searches. * As an example, inst recoll would match recollinstall.in (and quite a few others...). The point of having a separate file name search is that wild card expansion can be performed more efficiently on a relatively small subset of the index (allowing wild cards on the left of terms without excessive penality). All search modes allow wildcards inside terms (*, ?, []). You may want to have a look at the section about wildcards for more information about this. You can search for exact phrases (adjacent words in a given order) by enclosing the input inside double quotes. Ex: "virtual reality". Character case has no influence on search, except that you can disable stem expansion for any term by capitalizing it. Ie: a search for floor will also normally look for flooring, floored, etc., but a search for Floor will only look for floor, in any character case. Stemming can also be disabled globally in the preferences. Recoll remembers the last few searches that you performed. You can use the simple search text entry widget (a combobox) to recall them (click on the thing at the right of the text field). Please note, however, that only the search texts are remembered, not the mode (all/any/file name). Typing Esc Space while entering a word in the simple search entry will open a window with possible completions for the word. The completions are extracted from the database. Double-clicking on a word in the result list or a preview window will insert it into the simple search entry field. You can cut and paste any text into an All terms or Any term search field, punctuation, newlines and all - except for wildcard characters (single ? characters are ok). Recoll will process it and produce a meaningful search. This is what most differentiates this mode from the Query Language mode, where you have to care about the syntax. You can use the Tools / Advanced search dialog for more complex searches. ---------------------------------------------------------------------- 3.1.2. The default result list After starting a search, a list of results will instantly be displayed in the main list window. By default, the document list is presented in order of relevance (how well the system estimates that the document matches the query). You can sort the result by ascending or descending date by using the vertical arrows in the toolbar (the old sort tool is gone after release 1.15, because the new result table has much better capability). Clicking on the Preview link for an entry will open an internal preview window for the document. Further Preview clicks for the same search will open tabs in the existing preview window. You can use Shift+Click to force the creation of another preview window, which may be useful to view the documents side by side. (You can also browse successive results in a single preview window by typing Shift+ArrowUp/Down in the window). Clicking the Open link will attempt to start an external viewer. The viewer for each document type can be configured through the user preferences dialog, or by editing the mimeview configuration file. You can also check the Use desktop preferences option in the user preferences dialog to use the desktop defaults for all documents. This is probably the best option if you are using a well configured Gnome or KDE desktop. The Preview and Open edit links may not be present for all entries, meaning that Recoll has no configured way to preview a given file type (which was indexed by name only), or no configured external editor for the file type. This can sometimes be adjusted simply by tweaking the mimemap and mimeview configuration files (the latter can be modified with the user preferences dialog). The format of the result list entries is entirely configurable by using the preference dialog to edit an HTML fragment. You can click on the Query details link at the top of the results page to see the query actually performed, after stem expansion and other processing. Double-clicking on any word inside the result list or a preview window will insert it into the simple search text. The result list is divided into pages (the size of which you can change in the preferences). Use the arrow buttons in the toolbar or the links at the bottom of the page to browse the results. ---------------------------------------------------------------------- 3.1.2.1. The result list right-click menu Apart from the preview and edit links, you can display a pop-up menu by right-clicking over a paragraph in the result list. This menu has the following entries: * Preview * Open * Copy File Name * Copy Url * Save to File * Find similar * Preview Parent document * Open Parent document The Preview and Open entries do the same thing as the corresponding links. The Copy File Name and Copy Url copy the relevant data to the clipboard, for later pasting. Save to File allows saving the contents of a result document to a chosen file. This entry will only appear if the document does not correspond to an existing file, but is a subdocument inside such a file (ie: an email attachment). It is especially useful to extract attachments with no associated editor. The Find similar entry will select a number of relevant term from the current document and enter them into the simple search field. You can then start a simple search, with a good chance of finding documents related to the current result. The Parent document entries will appear for documents which are not actually files but are part of, or attached to, a higher level document. This entry is mainly useful for email attachments and permits viewing the message to which the document is attached. Note that the entry will also appear for an email which is part of an mbox folder file, but that you can't actually visualize the folder (there will be an error dialog if you try). Recoll is unfortunately not yet smart enough to disable the entry in this case. In other cases, the Open option makes sense, for example to start a chm viewer on the parent document for a help page. ---------------------------------------------------------------------- 3.1.3. The result table In Recoll 1.15 and newer, the results can be displayed in spreadsheet-like fashion. You can switch to this presentation by clicking the table-like icon in the toolbar (this is a toggle, click again to restore the list). Clicking on the column headers will allow sorting by the values in the column. You can click again to invert the order, and use the header right-click menu to reset sorting to the default relevance order (you can also use the sort-by-date arrows to do this). Both the list and the table display the same underlying results. The sort order set from the table is still active if you switch back to the list mode. You can click twice on a date sort arrow to reset it from there. The header right-click menu allows adding or deleting columns. The columns can be resized, and their order can be changed (by dragging). All the changes are recorded when you quit recoll Hovering over a table row will update the detail area at the bottom of the window with the corresponding values. You can click the row to freeze the display. The bottom area is equivalent to a result list paragraph, with links for starting a preview or a native application, and an equivalent right-click menu. Typing Esc (the Escape key) will unfreeze the display. ---------------------------------------------------------------------- 3.1.4. The preview window The preview window opens when you first click a Preview link inside the result list. Subsequent preview requests for a given search open new tabs in the existing window (except if you hold the Shift key while clicking which will open a new window for side by side viewing). Starting another search and requesting a preview will create a new preview window. The old one stays open until you close it. You can close a preview tab by typing Ctrl-W (Ctrl + W) in the window. Closing the last tab for a window will also close the window. Of course you can also close a preview window by using the window manager button in the top of the frame. You can display successive or previous documents from the result list inside a preview tab by typing Shift+Down or Shift+Up (Down and Up are the arrow keys). The preview tabs have an internal incremental search function. You initiate the search either by typing a / (slash) or CTL-F inside the text area or by clicking into the Search for: text field and entering the search string. You can then use the Next and Previous buttons to find the next/previous occurrence. You can also type F3 inside the text area to get to the next occurrence. If you have a search string entered and you use Ctrl-Up/Ctrl-Down to browse the results, the search is initiated for each successive document. If the string is found, the cursor will be positioned at the first occurrence of the search string. A right-click menu in the text area allows switching between displaying the main text or the contents of fields associated to the document (ie: author, abtract, etc.). This is especially useful in cases where the term match did not occur in the main text but in one of the fields. You can print the current preview window contents by typing Ctrl-P (Ctrl + P) in the window text. ---------------------------------------------------------------------- 3.1.5. Complex/advanced search The advanced search dialog helps you build more complex queries without memorizing the search language constructs. It can be opened through the Tools menu or through the main toolbar. The dialog has two tabs: 1. The first tab lets you specify terms to search for, and permits specifying multiple clauses which are combined to build the search. 2. The second tab lets filter the results according to file size, date of modification, mime type, or location. Click on the Start Search button in the advanced search dialog, or type Enter in any text field to start the search. The button in the main window always performs a simple search. Click on the Show query details link at the top of the result page to see the query expansion. ---------------------------------------------------------------------- 3.1.5.1. Avanced search: the "find" tab This part of the dialog lets you constructc a query by combining multiple clauses of different types. Each entry field is configurable for the following modes: * All terms. * Any term. * None of the terms. * Phrase (exact terms in order within an adjustable window). * Proximity (terms in any order within an adjustable window). * Filename search. Additional entry fields can be created by clicking the Add clause button. When searching, the non-empty clauses will be combined either with an AND or an OR conjunction, depending on the choice made on the left (All clauses or Any clause). Entries of all types except "Phrase" and "Near" accept a mix of single words and phrases enclosed in double quotes. Stemming and wildcard expansion will be performed as for simple search. Phrases and Proximity searches. These two clauses work in similar ways, with the difference that proximity searches do not impose an order on the words. In both cases, an adjustable number (slack) of non-matched words may be accepted between the searched ones (use the counter on the left to adjust this count). For phrases, the default count is zero (exact match). For proximity it is ten (meaning that two search terms, would be matched if found within a window of twelve words). Examples: a phrase search for quick fox with a slack of 0 will match quick fox but not quick brown fox. With a slack of 1 it will match the latter, but not fox quick. A proximity search for quick fox with the default slack will match the latter, and also a fox is a cunning and quick animal. ---------------------------------------------------------------------- 3.1.5.2. Avanced search: the "filter" tab This part of the dialog has several sections which allow filtering the results of a search according to a number of criteria * The first section allows filtering by dates of last modification. You can specify both a minimum and a maximum date. The initial values are set according to the oldest and newest documents found in the index. * The next section allows filtering the results by file size. There are two entries for minimum and maximum size. Enter decimal numbers. You can use suffix multipliers: k/K, m/M, g/G, t/T for 1E3, 1E6, 1E9, 1E12 respectively. * The next section allows filtering the results by their mime types, or mime categories (ie: media/text/message/etc.). You can transfer the types between two boxes, to define which will be included or excluded by the search. The state of the file type selection can be saved as the default (the file type filter will not be activated at program start-up, but the lists will be in the restored state). * The bottom section allows restricting the search results to a sub-tree of the indexed area. You can use the Invert checkbox to search for files not in the sub-tree instead. If you use directory filtering often and on big subsets of the file system, you may think of setting up multiple indexes instead, as the performance may be better. You can use relative/partial paths for filtering. Ie, entering dirA/dirB would match either /dir1/dirA/dirB/myfile1 or /dir2/dirA/dirB/someother/myfile2. ---------------------------------------------------------------------- 3.1.6. The term explorer tool Recoll automatically manages the expansion of search terms to their derivatives (ie: plural/singular, verb inflections). But there are other cases where the exact search term is not known. For example, you may not remember the exact spelling, or only know the beginning of the name. The term explorer tool (started from the toolbar icon or from the Term explorer entry of the Tools menu) can be used to search the full index terms list. It has three modes of operations: Wildcard In this mode of operation, you can enter a search string with shell-like wildcards (*, ?, []). ie: xapi* would display all index terms beginning with xapi. (More about wildcards here). Regular expression This mode will accept a regular expression as input. Example: word[0-9]+. The expression is implicitely anchored at the beginning. Ie: press will match pression but not expression. You can use .*press to match the latter, but be aware that this will cause a full index term list scan, which can be quite long. Stem expansion This mode will perform the usual stem expansion normally done as part user input processing. As such it is probably mostly useful to demonstrate the process. Spelling/Phonetic In this mode, you enter the term as you think it is spelled, and Recoll will do its best to find index terms that sound like your entry. This mode uses the Aspell spelling application, which must be installed on your system for things to work (if your documents contain non-ascii characters, Recoll needs an aspell version newer than 0.60 for UTF-8 support). The language which is used to build the dictionary out of the index terms (which is done at the end of an indexing pass) is the one defined by your NLS environment. Weird things will probably happen if languages are mixed up. Note that in cases where Recoll does not know the beginning of the string to search for (ie a wildcard expression like *coll), the expansion can take quite a long time because the full index term list will have to be processed. The expansion is currently limited at 200 results for wildcards and regular expressions. Double-clicking on a term in the result list will insert it into the simple search entry field. You can also cut/paste between the result list and any entry field (the end of lines will be taken care of). ---------------------------------------------------------------------- 3.1.7. Multiple databases Multiple Recoll databases or indexes can be created by using several configuration directories which are usually set to index different areas of the file system. A specific index can be selected for updating or searching, using the RECOLL_CONFDIR environment variable or the -c option to recoll and recollindex. A recollindex program instance can only update one specific index. A recoll program instance is also associated with a specific index, which is the one to be updated by its indexing thread, but it can use any number of Recoll indexes for searching. The external indexes can be selected through the external indexes tab in the preferences dialog. Index selection is performed in two phases. A set of all usable indexes must first be defined, and then the subset of indexes to be used for searching. Of course, these parameters are retained across program executions (there are kept separately for each Recoll configuration). The set of all indexes is usually quite stable, while the active ones might typically be adjusted quite frequently. The main index (defined by RECOLL_CONFDIR) is always active. If this is undesirable, you can set up your base configuration to index an empty directory. As building the set of all indexes can be a little tedious when done through the user interface, you can use the RECOLL_EXTRA_DBS environment variable to provide an initial set. This might typically be set up by a system administrator so that every user does not have to do it. The variable should define a colon-separated list of index directories, ie: export RECOLL_EXTRA_DBS=/some/place/xapiandb:/some/other/db A typical usage scenario for the multiple index feature would be for a system administrator to set up a central index for shared data, that you choose to search or not in addition to your personal data. Of course, there are other possibilities. There are many cases where you know the subset of files that should be searched, and where narrowing the search can improve the results. You can achieve approximately the same effect with the directory filter in advanced search, but multiple indexes will have much better performance and may be worth the trouble. ---------------------------------------------------------------------- 3.1.8. Document history Documents that you actually view (with the internal preview or an external tool) are entered into the document history, which is remembered. You can display the history list by using the Tools/Doc History menu entry. You can erase the document history by using the Erase document history entry in the File menu. ---------------------------------------------------------------------- 3.1.9. Sorting search results and collapsing duplicates The documents in a result list are normally sorted in order of relevance. It is possible to specify a different sort order, either by using the vertical arrows in the GUI toolbox to sort by date, or switching to the result table display and clicking on any header. The sort order chosen inside the result table remains active if you switch back to the result list, until you click one of the vertical arrows, until both are unchecked (you are back to sort by relevance). Sort parameters are remembered between program invocations, but result sorting is normally always inactive when the program starts. It is possible to keep the sorting activation state between program invocations by checking the Remember sort activation state option in the preferences. It is also possible to hide duplicate entries inside the result list (documents with the exact same contents as the displayed one). The test of identity is based on an MD5 hash of the document container, not only of the text contents (so that ie, a text document with an image added will not be a duplicate of the text only). Duplicates hiding is controlled by an entry in the Query configuration dialog, and is off by default. ---------------------------------------------------------------------- 3.1.10. Search tips, shortcuts 3.1.10.1. Terms and search expansion Term completion. Typing Esc Space in the simple search entry field while entering a word will either complete the current word if its beginning matches a unique term in the index, or open a window to propose a list of completions. Picking up new terms from result or preview text. Double-clicking on a word in the result list or in a preview window will copy it to the simple search entry field. Wildcards. Wildcards can be used inside search terms in all forms of searches. More about wildcards. Automatic suffixes. Words like odt or ods can be automatically turned into query language ext:xxx clauses. This can be enabled in the Search preferences panel in the GUI. Disabling stem expansion. Entering a capitalized word in any search field will prevent stem expansion (no search for gardening if you enter Garden instead of garden). This is the only case where character case should make a difference for a Recoll search. You can also disable stem expansion or change the stemming language in the preferences. Finding related documents. Selecting the Find similar documents entry in the result list paragraph right-click menu will select a set of "interesting" terms from the current result, and insert them into the simple search entry field. You can then possibly edit the list and start a search to find documents which may be apparented to the current result. File names. File names are added as terms during indexing, and you can specify them as ordinary terms in normal search fields (Recoll used to index all directories in the file path as terms. This has been abandoned as it did not seem really useful). Alternatively, you can use the specific file name search which will only look for file names, and may be faster than the generic search especially when using wildcards. ---------------------------------------------------------------------- 3.1.10.2. Working with phrases and proximity Phrases and Proximity searches. A phrase can be looked for by enclosing it in double quotes. Example: "user manual" will look only for occurrences of user immediately followed by manual. You can use the This phrase field of the advanced search dialog to the same effect. Phrases can be entered along simple terms in all simple or advanced search entry fields (except This exact phrase). AutoPhrases. This option can be set in the preferences dialog. If it is set, a phrase will be automatically built and added to simple searches when looking for Any terms. This will not change radically the results, but will give a relevance boost to the results where the search terms appear as a phrase. Ie: searching for virtual reality will still find all documents where either virtual or reality or both appear, but those which contain virtual reality should appear sooner in the list. Phrase searches can strongly slow down a query if most of the terms in the phrase are common. This is why the autophrase option is off by default for Recoll versions before 1.17. As of version 1.17, autophrase is on by default, but very common terms will be removed from the constructed phrase. The removal threshold can be adjusted from the search preferences. Phrases and abbreviations. As of Recoll version 1.17, dotted abbreviations like I.B.M. are also automatically indexed as a word without the dots: IBM. Searching for the word inside a phrase (ie: "the IBM company") will only match the dotted abrreviation if you increase the phrase slack (using the advanced search panel control, or the o query language modifier). Literal occurences of the word will be matched normally. ---------------------------------------------------------------------- 3.1.10.3. Others Using fields. You can use the query language and field specifications to only search certain parts of documents. This can be especially helpful with email, for example only searching emails from a specific originator: search tips from:helpfulgui Ajusting the result table columns. When displaying results in table mode, you can use a right click on the table headers to activate a pop-up menu which will let you adjust what columns are displayed. You can drag the column headers to adjust their order. You can click them to sort by the field displayed in the column. You can also save the result list in CSV format. Query explanation. You can get an exact description of what the query looked for, including stem expansion, and Boolean operators used, by clicking on the result list header. Browsing the result list inside a preview window. Entering Shift-Down or Shift-Up (Shift + an arrow key) in a preview window will display the next or the previous document from the result list. Any secondary search currently active will be executed on the new document. Scrolling the result list from the keyboard. You can use PageUp and PageDown to scroll the result list, Shift+Home to go back to the first page. These work even while the focus is in the search entry. Forced opening of a preview window. You can use Shift+Click on a result list Preview link to force the creation of a preview window instead of a new tab in the existing one. Closing previews. Entering Ctrl-W in a tab will close it (and, for the last tab, close the preview window). Entering Esc will close the preview window and all its tabs. Printing previews. Entering Ctrl-P in a preview window will print the currently displayed text. Quitting. Entering Ctrl-Q almost anywhere will close the application. ---------------------------------------------------------------------- 3.1.11. Customizing the search interface You can customize some aspects of the search interface by using the Query configuration entry in the Preferences menu. There are several tabs in the dialog, dealing with the interface itself, the parameters used for searching and returning results, and what indexes are searched. User interface parameters: * Highlight color for query terms: Terms from the user query are highlighted in the result list samples and the preview window. The color can be chosen here. Any Qt color string should work (ie red, #ff0000). The default is blue. * Style sheet: The name of a Qt style sheet text file which is applied to the whole Recoll application on startup. The default value is empty, but there is a skeleton style sheet (recoll.qss) inside the /usr/share/recoll/examples directory. Using a style sheet, you can change most recoll graphical parameters: colors, fonts, etc. See the sample file for a few simple examples. * Maximum text size highlighted for preview Inserting highlights on search term inside the text before inserting it in the preview window involves quite a lot of processing, and can be disabled over the given text size to speed up loading. * Prefer HTML to plain text for preview if set, Recoll will display HTML as such inside the preview window. If this causes problems with the Qt HTML display, you can uncheck it to display the plain text version instead. * Use
 tags instead of 
to display plain text as HTML in preview: when displaying plain text inside the preview window, Recoll tries to preserve some of the original text line breaks and indentation. It can either use PRE HTML tags, which will well preserve the indentation but will force horizontal scrolling for long lines, or use BR tags to break at the original line breaks, which will let the editor introduce other line breaks according to the window width, but will lose some of the original indentation. * Use desktop preferences to choose document editor: if this is checked, the xdg-open utility will be used to open files when you click the Open link in the result list, instead of the application defined in mimeview. xdg-open will in term use your desktop preferences to choose an appropriate application. * Choose editor applications this will let you choose the command started by the Open links inside the result list, for specific document types. * Display category filter as toolbar... this will let you choose if the document categories are displayed as a list or a set of buttons. * Auto-start simple search on white space entry: if this is checked, a search will be executed each time you enter a space in the simple search input field. This lets you look at the result list as you enter new terms. This is off by default, you may like it or not... * Start with advanced search dialog open and Start with sort dialog open: If you use these dialogs all the time, checking these entries will get them to open when recoll starts. * Remember sort activation state if set, Recoll will remember the sort tool stat between invocations. It normally starts with sorting disabled. Result list parameters: * Number of results in a result page * Result list font: There is quite a lot of information shown in the result list, and you may want to customize the font and/or font size. The rest of the fonts used by Recoll are determined by your generic Qt config (try the qtconfig command). * Edit result list paragraph format string: allows you to change the presentation of each result list entry. See the result list customisation section. * Edit result page html header insert: allows you to define text inserted at the end of the result page html header. More detail in the result list customisation section. * Date format: allows specifying the format used for displaying dates inside the result list. This should be specified as an strftime() string (man strftime). * Abstract snippet separator: for synthetic abstracts built from index data, which are usually made of several snippets from different parts of the document, this defines the snippet separator, an ellipsis by default. Search parameters: * Hide duplicate results: decides if result list entries are shown for identical documents found in different places. * Stemming language: stemming obviously depends on the document's language. This listbox will let you chose among the stemming databases which were built during indexing (this is set in the main configuration file), or later added with recollindex -s (See the recollindex manual). Stemming languages which are dynamically added will be deleted at the next indexing pass unless they are also added in the configuration file. * Automatically add phrase to simple searches: a phrase will be automatically built and added to simple searches when looking for Any terms. This will give a relevance boost to the results where the search terms appear as a phrase (consecutive and in order). * Autophrase term frequency threshold percentage: very frequent terms should not be included in automatic phrase searches for performance reasons. The parameter defines the cutoff percentage (percentage of the documents where the term appears). * Replace abstracts from documents: this decides if we should synthesize and display an abstract in place of an explicit abstract found within the document itself. * Dynamically build abstracts: this decides if Recoll tries to build document abstracts when displaying the result list. Abstracts are constructed by taking context from the document information, around the search terms. This can slow down result list display significantly for big documents, and you may want to turn it off. * Synthetic abstract size: adjust to taste... * Synthetic abstract context words: how many words should be displayed around each term occurrence. * Query language magic file name suffixes: a list of words which automatically get turned into ext:xxx file name suffix clauses when starting a query language query (ie: doc xls xlsx...). This will save some typing for people who use file types a lot when querying. External indexes: This panel will let you browse for additional indexes that you may want to search. External indexes are designated by their database directory (ie: /home/someothergui/.recoll/xapiandb, /usr/local/recollglobal/xapiandb). Once entered, the indexes will appear in the External indexes list, and you can chose which ones you want to use at any moment by checking or unchecking their entries. Your main database (the one the current configuration indexes to), is always implicitly active. If this is not desirable, you can set up your configuration so that it indexes, for example, an empty directory. An alternative indexer may also need to implement a way of purging the index from stale data, ---------------------------------------------------------------------- 3.1.11.1. The result list format The result list presentation can be exhaustively customized by adjusting two elements: * The paragraph format * Html code inside the header section These can be edited from the Result list tab of the Query configuration. Newer versions of Recoll (from 1.17) use a WebKit HTML object by default (this may be disabled at build time), and total customisation is possible with full support for CSS and Javascript. Conversely, there are limits to what you can do with the older Qt QTextBrowser, but still, it is possible to decide what data each result will contain, and how it will be displayed. No more detail will be given about the header part (only useful with the WebKit build), if there are restrictions to what you can do, they are beyond this author's HTML/CSS/Javascript abilities... There are a few examples on the page about customising the result list on the Recoll web site. ---------------------------------------------------------------------- 3.1.11.1.1. The paragraph format This is an arbitrary HTML string where the following printf-like % substitutions will be performed: * %A. Abstract * %D. Date * %I. Icon image name. This is normally determined from the mime type. The associations are defined inside the mimeconf configuration file. If a thumbnail for the file is found at the standard Freedesktop location, this will be displayed instead. * %K. Keywords (if any) * %L. Precooked Preview and Edit links * %M. Mime type * %N. result Number inside the result page * %R. Relevance percentage * %S. Size information * %T. Title or Filename if not set. * %t. Title or Filename if not set. * %U. Url The format of the Preview and Edit links is and where docnum (%N) expands to the document number inside the result page). In addition to the predefined values above, all strings like %(fieldname) will be replaced by the value of the field named fieldname for this document. Only stored fields can be accessed in this way, the value of indexed but not stored fields is not known at this point in the search process (see field configuration). There are currently very few fields stored by default, apart from the values above (only author and filename), so this feature will need some custom local configuration to be useful. For example, you could look at the fields for the document types of interest (use the right-click menu inside the preview window), and add what you want to the list of stored fields. A candidate example would be the recipient field which is generated by the message filters. The default value for the paragraph format string is: %R %S %L   %T
%M %D   %U %i
%A %K You may, for example, try the following for a more web-like experience:
%T
%A%U - %S - %L Or the clean looking: %L %R %T
%S %U
%A
%K Note that the P%N link in the above paragraph makes the title a preview link. These samples, and some others are on the web site, with pictures to show how they look. It is also possible to define the value of the snippet separator inside the abstract section. ---------------------------------------------------------------------- 3.2. Searching with the KDE KIO slave 3.2.1. What's this The Recoll KIO slave allows performing a Recoll search by entering an appropriate URL in a KDE open dialog, or with an HTML-based interface displayed in Konqueror. The HTML-based interface is similar to the Qt-based interface, but slightly less powerful for now. Its advantage is that you can perform your search while staying fully within the KDE framework: drag and drop from the result list works normally and you have your normal choice of applications for opening files. The alternative interface uses a directory view of search results. Due to limitations in the current KIO slave interface, it is currently not obviously useful (to me). The interface is described in more detail inside a help file which you can access by entering recoll:/ inside the konqueror URL line (this works only if the recoll KIO slave has been previously installed). The instructions for building this module are located in the source tree. See: kde/kio/recoll/00README.txt. Some Linux distributions do package the kio-recoll module, so check before diving into the build process, maybe it's already out there ready for one-click installation. ---------------------------------------------------------------------- 3.2.2. Searchable documents As a sample application, the Recoll KIO slave could allow preparing a set of HTML documents (for example a manual) so that they become their own search interface inside konqueror. This can be done by either explicitly inserting links around some document areas, or automatically by adding a very small javascript program to the documents, like the following example, which would initiate a search by double-clicking any term: .... ---------------------------------------------------------------------- 3.3. Searching on the command line There are several ways to obtain search results as a text stream, without a graphical interface: * By passing option -t to the recoll program. * By using the recollq program. * By writing a custom Python program, using the Recoll Python API. The first two methods work in the same way and accept/need the same arguments (except for the additional -t to recoll). The query to be executed is specified as command line arguments. recollq is not built by default. You can use the Makefile in the query directory to build it. This is a very simple program, and if you can program a little c++, you may find it useful to taylor its output format to your needs. recollq has a man page (not installed by default, look in the doc/man directory). The Usage string is as follows: recollq: usage: -P: Show the date span for all the documents present in the index [-o|-a|-f] [-q] Runs a recoll query and displays result lines. Default: will interpret the argument(s) as a xesam query string query may be like: implicit AND, Exclusion, field spec: t1 -t2 title:t3 OR has priority: t1 OR t2 t3 OR t4 means (t1 OR t2) AND (t3 OR t4) Phrase: "t1 t2" (needs additional quoting on cmd line) -o Emulate the GUI simple search in ANY TERM mode -a Emulate the GUI simple search in ALL TERMS mode -f Emulate the GUI simple search in filename mode -q is just ignored (compatibility with the recoll GUI command line) Common options: -c : specify config directory, overriding $RECOLL_CONFDIR -d also dump file contents -n [first-] define the result slice. The default value for [first] is 0. Without the option, the default max count is 2000. Use n=0 for no limit -b : basic. Just output urls, no mime types or titles -Q : no result lines, just the processed query and result count -m : dump the whole document meta[] array for each result -A : output the document abstracts -S fld : sort by field -D : sort descending -i : additional index, several can be given -e use url encoding (%xx) for urls -F : output exactly these fields for each result. The field values are encoded in base64, output in one line and separated by one space character. This is the recommended format for use by other programs. Use a normal query with option -m to see the field names. Sample execution: recollq 'ilur -nautique mime:text/html' Recoll query: ((((ilur:(wqf=11) OR ilurs) AND_NOT (nautique:(wqf=11) OR nautiques OR nautiqu OR nautiquement)) FILTER Ttext/html)) 4 results text/html [file:///Users/uncrypted-dockes/projets/bateaux/ilur/comptes.html] [comptes.html] 18593 bytes text/html [file:///Users/uncrypted-dockes/projets/nautique/webnautique/articles/ilur1/index.html] [Constructio... text/html [file:///Users/uncrypted-dockes/projets/pagepers/index.html] [psxtcl/writemime/recoll]... text/html [file:///Users/uncrypted-dockes/projets/bateaux/ilur/factEtCie/recu-chasse-maree.... ---------------------------------------------------------------------- 3.4. The query language The query language processor is activated in the GUI simple search entry when the search mode selector is set to Query Language. It can also be used with the KIO slave or the command line search. It broadly has the same capabilities as the complex search interface in the GUI. The language is roughly based on the (seemingly defunct) Xesam user search language specification. If the results of a query language search puzzle you and you doubt what has been actually searched for, you can use the GUI show query link at the top of the result list to check the exact query which was finally executed by Xapian. Here follows a sample request that we are going to explain: author:"john doe" Beatles OR Lennon Live OR Unplugged -potatoes This would search for all documents with John Doe appearing as a phrase in the author field (exactly what this is would depend on the document type, ie: the From: header, for an email message), and containing either beatles or lennon and either live or unplugged but not potatoes (in any part of the document). An element is composed of an optional field specification, and a value, separated by a colon. Example: Beatles, author:balzac, dc:title:grandet The colon, if present, means "contains". Xesam defines other relations, which are not supported for now. All elements in the search entry are normally combined with an implicit AND. It is possible to specify that elements be OR'ed instead, as in Beatles OR Lennon. The OR must be entered literally (capitals), and it has priority over the AND associations: word1 word2 OR word3 means word1 AND (word2 OR word3) not (word1 AND word2) OR word3. Do not enter explicit parenthesis, they are not supported for now. An element preceded by a - specifies a term that should not appear. Pure negative queries are forbidden. As usual, words inside quotes define a phrase (the order of words is significant), so that title:"prejudice pride" is not the same as title:prejudice title:pride, and is unlikely to find a result. Modifiers can be set on a phrase clause, for example to specify a proximity search (unordered). See the modifier section. Recoll currently manages the following default fields: * title, subject or caption are synonyms which specify data to be searched for in the document title or subject. * author or from for searching the documents originators. * recipient or to for searching the documents recipients. * keyword for searching the document-specified keywords (few documents actually have any). * filename for the document's file name. * ext specifies the file name extension (Ex: ext:html) The field syntax also supports a few field-like, but special, criteria: * dir for filtering the results on file location (Ex: dir:/home/me/somedir). -dir also works to find results out of the specified directory, only after release 1.15.8. A tilde inside the value will be expanded to the home directory. dir is not a regular field and only one value makes sense in a query (you can't use dir:dir1 OR dir:dir2). Relative paths make sense, for example, dir:share/doc would match either /usr/share/doc or /usr/local/share/doc * size for filtering the results on file size. Example: size<10000. You can use <, > or = as operators. You can specify a range like the following: size>100 size<1000. The usual k/K, m/M, g/G, t/T can be used as (decimal) multipliers. Ex: size>1k to search for files bigger than 1000 bytes. * date for searching or filtering on dates. The syntax for the argument is based on the ISO8601 standard for dates and time intervals. Only dates are supported, no times. The general syntax is 2 elements separated by a / character. Each element can be a date or a period of time. Periods are specified as PnYnMnD. The n numbers are the respective numbers of years, months or days, any of which may be missing. Dates are specified as YYYY-MM-DD. The days and months parts may be missing. If the / is present but an element is missing, the missing element is interpreted as the lowest or highest date in the index. Examples: * 2001-03-01/2002-05-01 the basic syntax for an interval of dates. * 2001-03-01/P1Y2M the same specified with a period. * 2001/ from the beginning of 2001 to the latest date in the index. * 2001 the whole year of 2001 * P2D/ means 2 days ago up to now if there are no documents with dates in the future. * /2003 all documents from 2003 or older. Periods can also be specified with small letters (ie: p2y). * mime or format for specifying the mime type. This one is quite special because you can specify several values which will be OR'ed (the normal default for the language is AND). Ex: mime:text/plain mime:text/html. Specifying an explicit boolean operator before a mime specification is not supported and will produce strange results. You can filter out certain types by using negation (-mime:some/type), and you can use wildcards in the value (mime:text/*). Note that mime is the ONLY field with an OR default. You do need to use OR with ext terms for example. * type or rclcat for specifying the category (as in text/media/presentation/etc.). The classification of mime types in categories is defined in the Recoll configuration (mimeconf), and can be modified or extended. The default category names are those which permit filtering results in the main GUI screen. Categories are OR'ed like mime types above. This can't be negated with - either. Words inside phrases and capitalized words are not stem-expanded. Wildcards may be used anywhere inside a term. Specifying a wild-card on the left of a term can produce a very slow search (or even an incorrect one if the expansion is truncated because of excessive size). Also see More about wildcards. The document filters used while indexing have the possibility to create other fields with arbitrary names, and aliases may be defined in the configuration, so that the exact field search possibilities may be different for you if someone took care of the customisation. ---------------------------------------------------------------------- 3.4.1. Modifiers Some characters are recognized as search modifiers when found immediately after the closing double quote of a phrase, as in "some term"modifierchars. The actual "phrase" can be a single term of course. Supported modifiers: * l can be used to turn off stemming (mostly makes sense with p because stemming is off by default for phrases). * o can be used to specify a "slack" for phrase and proximity searches: the number of additional terms that may be found between the specified ones. If o is followed by an integer number, this is the slack, else the default is 10. * p can be used to turn the default phrase search into a proximity one (unordered). Example:"order any in"p * A weight can be specified for a query element by specifying a decimal value at the start of the modifiers. Example: "Important"2.5. ---------------------------------------------------------------------- 3.5. Anchored searches and wildcards Some special characters are interpreted by Recoll in search strings to expand or specialize the search. Wildcards expand a root term in controlled ways. Anchor characters can restrict a search to succeed only if the match is found at or near the beginning of the document or one of its fields. ---------------------------------------------------------------------- 3.5.1. More about wildcards All words entered in Recoll search fields will be processed for wildcard expansion before the request is finally executed. The wildcard characters are: * * which matches 0 or more characters. * ? which matches a single character. * [] which allow defining sets of characters to be matched (ex: [abc] matches a single character which may be 'a' or 'b' or 'c', [0-9] matches any number. You should be aware of a few things before using wildcards. * Using a wildcard character at the beginning of a word can make for a slow search because Recoll will have to scan the whole index term list to find the matches. * Using a * at the end of a word can produce more matches than you would think, and strange search results. You can use the term explorer tool to check what completions exist for a given term. You can also see exactly what search was performed by clicking on the link at the top of the result list. In general, for natural language terms, stem expansion will produce better results than an ending * (stem expansion is turned off when any wildcard character appears in the term). ---------------------------------------------------------------------- 3.5.2. Anchored searches Two characters are used to specify that a search hit should occur at the beginning or at the end of the text. ^ at the beginning of a term or phrase constrains the search to happen at the start, $ at the end force it to happen at the end. As this function is implemented as a phrase search it is possible to specify a maximum distance at which the hit should occur, either through the controls of the advanced search panel, or using the query language, for example, as in: "^someterm"o10 which would force someterm to be found within 10 terms of the start of the text. This can be combined with a field search as in somefield:"^someterm"o10 or somefield:someterm$. This feature can also be used with an actual phrase search, but in this case, the distance applies to the whole phrase and anchor, so that, for example, bla bla my unexpected term at the beginning of the text would be a match for "^my term"o5. ---------------------------------------------------------------------- 3.6. Desktop integration Being independant of the desktop type has its drawbacks: Recoll desktop integration is minimal. Here follow a few things that may help. ---------------------------------------------------------------------- 3.6.1. Hotkeying recoll It is surprisingly convenient to be able to show or hide the Recoll GUI with a single keystroke. Recoll comes with a small Python script, based on the libwnck window manager interface library, which will allow you to do just this. The detailed instructions are on this wiki page. ---------------------------------------------------------------------- 3.6.2. The KDE Kicker Recoll applet The Recoll source tree contains the source code to the recoll_applet, a small application derived from the find_applet. This can be used to add a small Recoll launcher to the KDE panel. The applet is not automatically built with the main Recoll programs, nor is it included with the main source distribution (because the KDE build boilerplate makes it relatively big). You can download its source from the recoll.org download page. Use the omnipotent configure;make;make install incantation to build and install. You can then add the applet to the panel by right-clicking the panel and choosing the Add applet entry. The recoll_applet has a small text window where you can type a Recoll query (in query language form), and an icon which can be used to restrict the search to certain types of files. It is quite primitive, and launches a new recoll GUI instance every time (even if it is already running). You may find it useful anyway. ---------------------------------------------------------------------- Chapter 4. Programming interface Recoll has an Application programming Interface, usable both for indexing and searching, currently accessible from the Python language. Another less radical way to extend the application is to write filters for new types of documents. The processing of metadata attributes for documents (fields) is highly configurable. ---------------------------------------------------------------------- 4.1. Writing a document filter Recoll filters are executable programs which translate from a specific format (ie: openoffice, acrobat, etc.) to the Recoll indexing input format, which may be text/plain or text/html. As of Recoll 1.13, there are two kinds of filters: * Simple filters (the old ones) run once and exit. They can be bare programs like antiword, or shell-scripts using other programs. They are very simple to write, just having to write the text to the standard output. * Multiple filters, new in 1.13, run as long as their master process (ie: recollindex) is active. They can process multiple files (sparing the process startup time which can be very significant), or multiple documents per file (ie: for zip or chm files). They communicate with the indexer through a simple protocol, but are nevertheless a bit more complicated than the older kind. Most of these new filters are written in Python, using a common module to handle the protocol. The following will just describe the simple filters. If you can program and want to write one of the other kind, it shouldn't be too difficult to make sense of one of the existing modules. For example, look at rclzip which uses Zip file paths as internal identifiers (ipath), and rclinfo, which uses an integer index. ---------------------------------------------------------------------- 4.1.1. Simple filters Recoll simple filters are usually shell-scripts, but this is in no way necessary. Extracting the text from the native format is the difficult part. Outputting the format expected by Recoll is trivial. Happily enough, most document formats have translators or text extractors which can be called from the filter. In some cases the output of the translating program is completely appropriate, and no intermediate shell-script is needed. Filters are called with a single argument which is the source file name. They should output the result to stdout. When writing a filter, you should decide if it will output plain text or html. Plain text is simpler, but you will not be able to add metadata or vary the output character encoding (this will be defined in a configuration file). Additionally, some formatting may easier to preserve when previewing html. Actually the deciding factor is metadata: Recoll has a way to extract metadata from the html header and use it for field searches.. The RECOLL_FILTER_FORPREVIEW environment variable (values yes, no) tells the filter if the operation is for indexing or previewing. Some filters use this to output a slightly different format, for example stripping uninteresting repeated keywords (ie: Subject: for email) when indexing. This is not essential. You should look to one of the simple filters, for example rclps for a starting point. Don't forget to make your filter executable before testing ! ---------------------------------------------------------------------- 4.1.2. Telling Recoll about the filter There are two elements that link a file to the filter which should process it: the association of file to mime type and the association of a mime type with a filter. The association of files to mime types is mostly based on name suffixes. The types are defined inside the mimemap file. Example: .doc = application/msword If no suffix association is found for the file name, Recoll will try to execute the file -i command to determine a mime type. The association of file types to filters is performed in the mimeconf file. A sample will probably be of better help than a long explanation: [index] application/msword = exec antiword -t -i 1 -m UTF-8;\ mimetype = text/plain ; charset=utf-8 application/ogg = exec rclogg text/rtf = exec unrtf --nopict --html; charset=iso-8859-1; mimetype=text/html application/x-chm = execm rclchm The fragment specifies that: * application/msword files are processed by executing the antiword program, which outputs text/plain encoded in utf-8. * application/ogg files are processed by the rclogg script, with default output type (text/html, with encoding specified in the header, or utf-8 by default). * text/rtf is processed by unrtf, which outputs text/html. The iso-8859-1 encoding is specified because it is not the utf-8 default, and not output by unrtf in the HTML header section. * application/x-chm is processed by a persistant filter. This is determined by the execm keyword. ---------------------------------------------------------------------- 4.1.3. Filter HTML output The output HTML could be very minimal like the following example: some text content You should take care to escape some characters inside the text by transforming them into appropriate entities. "&" should be transformed into "&", "<" should be transformed into "<". This is not always properly done by translating programs which output HTML, and of course nerver by those which output plain text. The character set needs to be specified in the header. It does not need to be UTF-8 (Recoll will take care of translating it), but it must be accurate for good results. Recoll will also make use of other header fields if they are present: title, description, keywords. Filters also have the possibility to "invent" field names. This should be output as meta tags: See the following section for details about configuring how field data is processed by the indexer. ---------------------------------------------------------------------- 4.2. Field data processing Fields are named pieces of information in or about documents, like title, author, abstract. The field values for documents can appear in several ways during indexing: either output by filters as meta fields in the HTML header section, or added as attributes of the Doc object when using the API, or again synthetized internally by Recoll. The Recoll query language allows searching for text in a specific field. Recoll defines a number of default fields. Additional ones can be output by filters, and described in the fields configuration file. Fields can be: * indexed, meaning that their terms are separately stored in inverted lists (with a specific prefix), and that a field-specific search is possible. * stored, meaning that their value is recorded in the index data record for the document, and can be returned and displayed with search results. A field can be either or both indexed and stored. This and other aspects of fields handling is defined inside the fields configuration file. You can find more information in the section about the fields file, or in comments inside the file. ---------------------------------------------------------------------- 4.3. API 4.3.1. Interface elements A few elements in the interface are specific and and need an explanation. udi An udi (unique document identifier) identifies a document. Because of limitations inside the index engine, it is restricted in length (to 200 bytes), which is why a regular URI cannot be used. The structure and contents of the udi is defined by the application and opaque to the index engine. For example, the internal file system indexer uses the complete document path (file path + internal path), truncated to length, the suppressed part being replaced by a hash value. ipath This data value (set as a field in the Doc object) is stored, along with the URL, but not indexed by Recoll. Its contents are not interpreted, and its use is up to the application. For example, the Recoll internal file system indexer stores the part of the document access path internal to the container file (ipath in this case is a list of subdocument sequential numbers). url and ipath are returned in every search result and permit access to the original document. Stored and indexed fields The fields file inside the Recoll configuration defines which document fields are either "indexed" (searchable), "stored" (retrievable with search results), or both. Data for an external indexer, should be stored in a separate index, not the one for the Recoll internal file system indexer, except if the latter is not used at all). The reason is that the main document indexer purge pass would remove all the other indexer's documents, as they were not seen during indexing. The main indexer documents would also probably be a problem for the external indexer purge operation. ---------------------------------------------------------------------- 4.3.2. Python interface 4.3.2.1. Introduction Recoll versions after 1.11 define a Python programming interface, both for searching and indexing. The Python interface is not built by default and can be found in the source package, under python/recoll. In order to build the module, you should first build or re-build the Recoll library using position-independant objects: cd recoll-xxx/ configure --enable-pic make There is no significant disadvantage in using PIC objects for the main Recoll executables, so you can use the --enable-pic option for the main build too. The python/recoll/ directory contains the usual setup.py script which you can then use to build and install the module: cd recoll-xxx/python/recoll python setup.py build python setup.py install ---------------------------------------------------------------------- 4.3.2.2. Interface manual NAME recoll - This is an interface to the Recoll full text indexer. FILE /usr/local/lib/python2.5/site-packages/recoll.so CLASSES Db Doc Query SearchData class Db(__builtin__.object) | Db([confdir=None], [extra_dbs=None], [writable = False]) | | A Db object holds a connection to a Recoll index. Use the connect() | function to create one. | confdir specifies a Recoll configuration directory (default: | $RECOLL_CONFDIR or ~/.recoll). | extra_dbs is a list of external databases (xapian directories) | writable decides if we can index new data through this connection | | Methods defined here: | | | addOrUpdate(...) | addOrUpdate(udi, doc, parent_udi=None) -> None | Add or update index data for a given document | The udi string must define a unique id for the document. It is not | interpreted inside Recoll | doc is a Doc object | if parent_udi is set, this is a unique identifier for the | top-level container (ie mbox file) | | delete(...) | delete(udi) -> Bool. | Purge index from all data for udi. If udi matches a container | document, purge all subdocs (docs with a parent_udi matching udi). | | makeDocAbstract(...) | makeDocAbstract(Doc, Query) -> string | Build and return 'keyword-in-context' abstract for document | and query. | | needUpdate(...) | needUpdate(udi, sig) -> Bool. | Check if the index is up to date for the document defined by udi, | having the current signature sig. | | purge(...) | purge() -> Bool. | Delete all documents that were not touched during the just finished | indexing pass (since open-for-write). These are the documents for | the needUpdate() call was not performed, indicating that they no | longer exist in the primary storage system. | | query(...) | query() -> Query. Return a new, blank query object for this index. | | setAbstractParams(...) | setAbstractParams(maxchars, contextwords). | Set the parameters used to build 'keyword-in-context' abstracts | | ---------------------------------------------------------------------- | Data and other attributes defined here: | class Doc(__builtin__.object) | Doc() | | A Doc object contains index data for a given document. | The data is extracted from the index when searching, or set by the | indexer program when updating. The Doc object has no useful methods but | many attributes to be read or set by its user. It matches exactly the | Rcl::Doc c++ object. Some of the attributes are predefined, but, | especially when indexing, others can be set, the name of which will be | processed as field names by the indexing configuration. | Inputs can be specified as unicode or strings. | Outputs are unicode objects. | All dates are specified as unix timestamps, printed as strings | Predefined attributes (index/query/both): | text (index): document plain text | url (both) | fbytes (both) optional) file size in bytes | filename (both) | fmtime (both) optional file modification date. Unix time printed | as string | dbytes (both) document text bytes | dmtime (both) document creation/modification date | ipath (both) value private to the app.: internal access path | inside file | mtype (both) mime type for original document | mtime (query) dmtime if set else fmtime | origcharset (both) charset the text was converted from | size (query) dbytes if set, else fbytes | sig (both) app-defined file modification signature. | For up to date checks | relevancyrating (query) | abstract (both) | author (both) | title (both) | keywords (both) | | Methods defined here: | | | ---------------------------------------------------------------------- | Data and other attributes defined here: | class Query(__builtin__.object) | Recoll Query objects are used to execute index searches. | They must be created by the Db.query() method. | | Methods defined here: | | | execute(...) | execute(query_string, stemming=1|0) | | Starts a search for query_string, a Recoll search language string | (mostly Xesam-compatible). | The query can be a simple list of terms (and'ed by default), or more | complicated with field specs etc. See the Recoll manual. | | executesd(...) | executesd(SearchData) | | Starts a search for the query defined by the SearchData object. | | fetchone(...) | fetchone(None) -> Doc | | Fetches the next Doc object in the current search results. | | sortby(...) | sortby(field=fieldname, ascending=true) | Sort results by 'fieldname', in ascending or descending order. | Only one field can be used, no subsorts for now. | Must be called before executing the search | | ---------------------------------------------------------------------- | Data descriptors defined here: | | next | Next index to be fetched from results. Normally increments after | each fetchone() call, but can be set/reset before the call effect | seeking. Starts at 0 | | ---------------------------------------------------------------------- | Data and other attributes defined here: | class SearchData(__builtin__.object) | SearchData() | | A SearchData object describes a query. It has a number of global | parameters and a chain of search clauses. | | Methods defined here: | | | addclause(...) | addclause(type='and'|'or'|'excl'|'phrase'|'near'|'sub', | qstring=string, slack=int, field=string, stemming=1|0, | subSearch=SearchData) | Adds a simple clause to the SearchData And/Or chain, or a subquery | defined by another SearchData object | | ---------------------------------------------------------------------- | Data and other attributes defined here: | FUNCTIONS connect(...) connect([confdir=None], [extra_dbs=None], [writable = False]) -> Db. Connects to a Recoll database and returns a Db object. confdir specifies a Recoll configuration directory (the default is built like for any Recoll program). extra_dbs is a list of external databases (xapian directories) writable decides if we can index new data through this connection ---------------------------------------------------------------------- 4.3.2.3. Example code The following sample would query the index with a user language string. See the python/samples directory inside the Recoll source for other examples. #!/usr/bin/env python import recoll db = recoll.connect() db.setAbstractParams(maxchars=80, contextwords=2) query = db.query() nres = query.execute("some user question") print "Result count: ", nres if nres > 5: nres = 5 while query.next >= 0 and query.next < nres: doc = query.fetchone() print query.next for k in ("title", "size"): print k, ":", getattr(doc, k).encode('utf-8') abs = db.makeDocAbstract(doc, query).encode('utf-8') print abs print ---------------------------------------------------------------------- Chapter 5. Installation and configuration 5.1. Installing a binary copy There are three types of binary Recoll installations: * Through your system normal software distribution framework (ie, Debian/Ubuntu apt, FreeBSD ports, etc.). * From a package downloaded from the Recoll web site. * From a prebuilt tree downloaded from the Recoll web site. In all cases, the strict software dependancies (ie on Xapian or iconv) will be automatically satisfied, you should not have to worry about them. You will only have to check or install supporting applications for the file types that you want to index beyond those that are natively processed by Recoll (text, HTML, email files, and a few others). You should also maybe have a look at the configuration section (but this may not be necessary for a quick test with default parameters). Most parameters can be more conveniently set from the GUI interface. ---------------------------------------------------------------------- 5.1.1. Installing through a package system If you use a BSD-type port system or a prebuilt package (DEB, RPM, manually or through the system software configuration utility), just follow the usual procedure for your system. ---------------------------------------------------------------------- 5.1.2. Installing a prebuilt Recoll The unpackaged binary versions on the Recoll web site are just compressed tar files of a build tree, where only the useful parts were kept (executables and sample configuration). The executable binary files are built with a static link to libxapian and libiconv, to make installation easier (no dependencies). After extracting the tar file, you can proceed with installation as if you had built the package from source (that is, just type make install). The binary trees are built for installation to /usr/local. ---------------------------------------------------------------------- 5.2. Supporting packages Recoll uses external applications to index some file types. You need to install them for the file types that you wish to have indexed (these are run-time optional dependencies. None is needed for building or running Recoll except for indexing their specific file type). After an indexing pass, the commands that were found missing can be displayed from the recoll File menu. The list is stored in the missing text file inside the configuration directory. A list of common file types which need external commands follows. Many of the filters need the iconv command, which is not always listed as a dependancy. Please note that, due to the relatively dynamic nature of this information, the most up to date version is now kept on the Recoll helper applications page along with links to the home pages or best source/patches pages, and misc tips. The list below is not updated often and may be quite stale. For many Linux distributions, most of the commands listed can be installed from the package repositories. However, the packages are sometimes outdated, or not the best version for Recoll, so you should take a look at the Recoll helper applications page if a file type is important to you. As of Recoll release 1.14, a number of XML-based formats that were handled by ad hoc filter code now use the xsltproc command, which usually comes with libxslt. These are: abiword, fb2 (ebooks), kword, openoffice, svg. Now for the list: * Openoffice files need unzip and xsltproc. * PDF files need pdftotext which is part of the Xpdf or Poppler packages. * Postscript files need pstotext. The original version has an issue with shell character in file names, which is corrected in recent packages. See the the Recoll helper applications page for more detail. * MS Word needs antiword. It is also useful to have wvWare installed as it may be be used as a fallback for some files which antiword does not handle. * MS Excel and PowerPoint need catdoc. * MS Open XML (docx) needs xsltproc. * Wordperfect files need wpd2html from the libwpd (or libwpd-tools on Ubuntu) package. * RTF files need unrtf, which, in its standard version, has much trouble with non-western character sets. Check the Recoll helper applications page. * TeX files need untex or detex. Check the Recoll helper applications page for sources if it's not packaged for your distribution. * dvi files need dvips. * djvu files need djvutxt and djvused from the DjVuLibre package. * Audio files: Recoll releases before 1.13 used the id3info command from the id3lib package to extract mp3 tag information, metaflac (standard flac tools) for flac files, and ogginfo (vorbis tools) for ogg files. Releases 1.14 and later use a single Python filter based on mutagen for all audio file types. * Pictures: Recoll uses the Exiftool Perl package to extract tag information. Most image file formats are supported. Note that there may not be much interest in indexing the technical tags (image size, aperture, etc.). This is only of interest if you store personal tags or textual descriptions inside the image files. * chm: files in microsoft help format need Python and the pychm module (which needs chmlib). * ICS: up to Recoll 1.13, iCalendar files need Python and the icalendar module. icalendar is not needed for newer versions, which use internal code. * Zip archives need Python (and the standard zipfile module). * Rar archives need Python, the rarfile Python module and the unrar utility. * Midi karaoke files need Python and the Midi module * Konqueror webarchive format with Python (uses the Tarfile module). * mimehtml web archive format (support based on the email filter, which introduces some mild weirdness, but still usable). Text, HTML, email folders, and Scribus files are processed internally. Lyx is used to index Lyx files. Many filters need iconv and the standard sed and awk. ---------------------------------------------------------------------- 5.3. Building from source 5.3.1. Prerequisites C++ compiler. Up to Recoll version 1.13.04, its absence can manifest itself by strange messages about a missing iconv_open. Development files for Xapian core. Important: If you are building Xapian for an older CPU (before Pentium 4 or Athlon 64), you need to add the --disable-sse flag to the configure command. Else all Xapian application will crash with an illegal instruction error. Development files for Qt . Development files for X11 and zlib. Check the Recoll download page for up to date version information. You will most probably be able to find a binary package for Qt for your system. You may have to compile Xapian but this is not difficult (if you are using FreeBSD, there is a port). You may also need libiconv. Recoll currently uses version 1.9 (this should not be critical). On Linux systems, the iconv interface is part of libc and you should not need to do anything special. ---------------------------------------------------------------------- 5.3.2. Building Recoll has been built on Linux, FreeBSD, Mac OS X, and Solaris, most versions after 2005 should be ok, maybe some older ones too (Solaris 8 is ok). If you build on another system, and need to modify things, I would very much welcome patches. Depending on the Qt 3 configuration on your system, you may have to set the QTDIR and QMAKESPECS variables in your environment: * QTDIR should point to the directory above the one that holds the qt include files (ie: if qt.h is /usr/local/qt/include/qt.h, QTDIR should be /usr/local/qt). * QMAKESPECS should be set to the name of one of the qt mkspecs sub-directories (ie: linux-g++). On many Linux systems, QTDIR is set by the login scripts, and QMAKESPECS is not needed because there is a default link in mkspecs/. Neither QTDIR nor QMAKESPECS should be needed with Qt 4, configuration details are entirely determined by qmake (which is quite often installed as qmake-qt4). Configure options: * --without-aspell will disable the code for phonetic matching of search terms. * --with-fam or --with-inotify will enable the code for real time indexing. Inotify support is enabled by default on recent Linux systems. * --disable-webkit is available from version 1.17 to implement the result list with a Qt QTextBrowser instead of a WebKit widget if you do not or can't depend on the latter. * --enable-xattr will enable code to fetch data from file extended attributes. This is only useful is some application stores data in there, and also needs some simple configuration (see comments in the fields configuration file). * --enable-camelcase will enable splitting camelCase words. This is not enabled by default as it has the unfortunate side-effect of making some phrase searches quite confusing: ie, "MySQL manual" would be matched by "MySQL manual" and "my sql manual" but not "mysql manual" (only inside phrase searches). * --with-file-command Specify the version of the 'file' command to use (ie: --with-file-command=/usr/local/bin/file). Can be useful to enable the gnu version on systems where the native one is bad. * --disable-qtgui Disable the Qt interface. Will allow building the indexer and the command line search program in absence of a Qt environment. * --disable-x11mon Disable X11 connection monitoring inside recollindex. Together with --disable-qtgui, this allows building recoll without Qt and X11. * Of course the usual autoconf configure options, like --prefix apply. Normal procedure: cd recoll-xxx configure make (practices usual hardship-repelling invocations) There is little auto-configuration. The configure script will mainly link one of the system-specific files in the mk directory to mk/sysconf. If your system is not known yet, it will tell you as much, and you may want to manually copy and modify one of the existing files (the new file name should be the output of uname -s). ---------------------------------------------------------------------- 5.3.3. Installation Either type make install or execute recollinstall prefix, in the root of the source tree. This will copy the commands to prefix/bin and the sample configuration files, scripts and other shared data to prefix/share/recoll. If the installation prefix given to recollinstall is different from either the system default or the value which was specified when executing configure (as in configure --prefix /some/path), you will have to set the RECOLL_DATADIR environment variable to indicate where the shared data is to be found (ie for (ba)sh: export RECOLL_DATADIR=/some/path/share/recoll). You can then proceed to configuration. ---------------------------------------------------------------------- 5.4. Configuration overview Most of the parameters specific to the recoll GUI are set through the Preferences menu and stored in the standard Qt place ($HOME/.config/Recoll.org/recoll.conf). You probably do not want to edit this by hand. Recoll indexing options are set inside text configuration files located in a configuration directory. There can be several such directories, each of which define the parameters for one index. The configuration files can be edited by hand or through the Indexing configuration dialog (Preferences menu). The GUI tool will try to respect your formatting and comments as much as possible, so it is quite possible to use both ways. The most accurate documentation for the configuration parameters is given by comments inside the default files, and we will just give a general overview here. For each index, there are two sets of configuration files. System-wide configuration files are kept in a directory named like /usr/[local/]share/recoll/examples, and define default values, shared by all indexes. For each index, a parallel set of files defines the customized parameters. The default location of the configuration is the .recoll directory in your home. Most people will only use this directory. This location can be changed, or others can be added with the RECOLL_CONFDIR environment variable or the -c option parameter to recoll and recollindex. If the .recoll directory does not exist when recoll or recollindex are started, it will be created with a set of empty configuration files. recoll will give you a chance to edit the configuration file before starting indexing. recollindex will proceed immediately. To avoid mistakes, the automatic directory creation will only occur for the default location, not if -c or RECOLL_CONFDIR were used (in the latter cases, you will have to create the directory). All configuration files share the same format. For example, a short extract of the main configuration file might look as follows: # Space-separated list of directories to index. topdirs = ~/docs /usr/share/doc [~/somedirectory-with-utf8-txt-files] defaultcharset = utf-8 There are three kinds of lines: * Comment (starts with #) or empty. * Parameter affectation (name = value). * Section definition ([somedirname]). Depending on the type of configuration file, section definitions either separate groups of parameters or allow redefining some parameters for a directory sub-tree. They stay in effect until another section definition, or the end of file, is encountered. Some of the parameters used for indexing are looked up hierarchically from the current directory location upwards. Not all parameters can be meaningfully redefined, this is specified for each in the next section. When found at the beginning of a file path, the tilde character (~) is expanded to the name of the user's home directory, as a shell would do. White space is used for separation inside lists. List elements with embedded spaces can be quoted using double-quotes. Encoding issues. Most of the configuration parameters are plain ASCII. Two particular sets of values may cause encoding issues: * File path parameters may contain non-ascii characters and should use the exact same byte values as found in the file system directory. Usually, this means that the configuration file should use the system default locale encoding. * The unac_except_trans parameter should be encoded in UTF-8. If your system locale is not UTF-8, and you need to also specify non-ascii file paths, this poses a difficulty because common text editors cannot handle multiple encodings in a single file. In this relatively unlikely case, you can edit the configuration file as two separate text files with appropriate encodings, and concatenate them to create the complete configuration. ---------------------------------------------------------------------- 5.4.1. Main configuration file recoll.conf is the main configuration file. It defines things like what to index (top directories and things to ignore), and the default character set to use for document types which do not specify it internally. The default configuration will index your home directory. If this is not appropriate, start recoll to create a blank configuration, click Cancel, and edit the configuration file before restarting the command. This will start the initial indexing, which may take some time. Most of the following parameters can be changed from the Index Configuration menu in the recoll interface. Some can only be set by editing the configuration file. ---------------------------------------------------------------------- 5.4.1.1. Parameters affecting what documents we index: topdirs Specifies the list of directories or files to index (recursively for directories). You can use symbolic links as elements of this list. See the followLinks option about following symbolic links found under the top elements (not followed by default). skippedNames A space-separated list of patterns for names of files or directories that should be completely ignored. The list defined in the default file is: skippedNames = #* bin CVS Cache cache* caughtspam tmp .thumbnails .svn \ *~ .beagle .git .hg .bzr loop.ps .xsession-errors \ .recoll* xapiandb recollrc recoll.conf The list can be redefined at any sub-directory in the indexed area. The top-level directories are not affected by this list (that is, a directory in topdirs might match and would still be indexed). The list in the default configuration does not exclude hidden directories (names beginning with a dot), which means that it may index quite a few things that you do not want. On the other hand, email user agents like thunderbird usually store messages in hidden directories, and you probably want this indexed. One possible solution is to have .* in skippedNames, and add things like ~/.thunderbird or ~/.evolution in topdirs. Not even the file names are indexed for patterns in this list. See the recoll_noindex variable in mimemap for an alternative approach which indexes the file names. skippedPaths and daemSkippedPaths A space-separated list of patterns for paths of files or directories that should be skipped. There is no default in the sample configuration file, but the code always adds the configuration and database directories in there. skippedPaths is used both by batch and real time indexing. daemSkippedPaths can be used to specify things that should be indexed at startup, but not monitored. Example of use for skipping text files only in a specific directory: skippedPaths = ~/somedir/..txt skippedPathsFnmPathname The values in the *skippedPaths variables are matched by default with fnmatch(3), with the FNM_PATHNAME and FNM_LEADING_DIR flags. This means that '/' characters must be matched explicitely. You can set skippedPathsFnmPathname to 0 to disable the use of FNM_PATHNAME (meaning that /*/dir3 will match /dir1/dir2/dir3). followLinks Specifies if the indexer should follow symbolic links while walking the file tree. The default is to ignore symbolic links to avoid multiple indexing of linked files. No effort is made to avoid duplication when this option is set to true. This option can be set individually for each of the topdirs members by using sections. It can not be changed below the topdirs level. indexedmimetypes Recoll normally indexes any file which it knows how to read. This list lets you restrict the indexed mime types to what you specify. If the variable is unspecified or the list empty (the default), all supported types are processed. compressedfilemaxkbs Size limit for compressed (.gz or .bz2) files. These need to be decompressed in a temporary directory for identification, which can be very wasteful if 'uninteresting' big compressed files are present. Negative means no limit, 0 means no processing of any compressed file. Defaults to -1. textfilemaxmbs Maximum size for text files. Very big text files are often uninteresting logs. Set to -1 to disable (default 20MB). textfilepagekbs If set to other than -1, text files will be indexed as multiple documents of the given page size. This may be useful if you do want to index very big text files as it will both reduce memory usage at index time and help with loading data to the preview window. A size of a few megabytes would seem reasonable (default: 1MB). indexallfilenames Recoll indexes file names in a special section of the database to allow specific file names searches using wild cards. This parameter decides if file name indexing is performed only for files with mime types that would qualify them for full text indexing, or for all files inside the selected subtrees, independently of mime type. usesystemfilecommand Decide if we use the file -i system command as a final step for determining the mime type for a file (the main procedure uses suffix associations as defined in the mimemap file). This can be useful for files with suffix-less names, but it will also cause the indexing of many bogus "text" files. processbeaglequeue If this is set, process the directory where Beagle Web browser plugins copy visited pages for indexing. Of course, Beagle MUST NOT be running, else things will behave strangely. beaglequeuedir The path to the Beagle indexing queue. This is hard-coded in the Beagle plugin as ~/.beagle/ToIndex so there should be no need to change it. ---------------------------------------------------------------------- 5.4.1.2. Parameters affecting how we generate terms: Changing some of these parameters will imply a full reindex. Also, when using multiple indexes, it may not make sense to search indexes that don't share the values for these parameters, because they usually affect both search and index operations. nonumbers If this set to true, no terms will be generated for numbers. For example "123", "1.5e6", 192.168.1.4, would not be indexed ("value123" would still be). Numbers are often quite interesting to search for, and this should probably not be set except for special situations, ie, scientific documents with huge amounts of numbers in them. This can only be set for a whole index, not for a subtree. nocjk If this set to true, specific east asian (Chinese Korean Japanese) characters/word splitting is turned off. This will save a small amount of cpu if you have no CJK documents. If your document base does include such text but you are not interested in searching it, setting nocjk may be a significant time and space saver. cjkngramlen This lets you adjust the size of n-grams used for indexing CJK text. The default value of 2 is probably appropriate in most cases. A value of 3 would allow more precision and efficiency on longer words, but the index will be approximately twice as large. indexstemminglanguages A list of languages for which the stem expansion databases will be built. See recollindex(1) or use the recollindex -l command for possible values. You can add a stem expansion database for a different language by using recollindex -s, but it will be deleted during the next indexing. Only languages listed in the configuration file are permanent. defaultcharset The name of the character set used for files that do not contain a character set definition (ie: plain text files). This can be redefined for any sub-directory. If it is not set at all, the character set used is the one defined by the nls environment (LC_ALL, LC_CTYPE, LANG), or iso8859-1 if nothing is set. unac_except_trans This is a list of characters, encoded in UTF-8, which should be handled specially when converting text to unaccented lowercase. For example, in Swedish, the letter a with diaeresis has full alphabet citizenship and should not be turned into an a. Each element in the space-separated list has the special character as first element and the translation following. The handling of both the lowercase and upper-case versions of a character should be specified, as appartenance to the list will turn-off both standard accent and case processing. Example for Swedish: unac_except_trans = aaaa AAaa a:a: A:a: o:o: O:o: Note that the translation is not limited to a single character, you could very well have something like u:ue in the list. This parameter can't be defined for subdirectories, it is global, because there is no way to do otherwise when querying. If you have document sets which would need different values, you will have to index and query them separately. maildefcharset This can be used to define the default character set specifically for email messages which don't specify it. This is mainly useful for readpst (libpst) dumps, which are utf-8 but do not say so. localfields This allows setting fields for all documents under a given directory. Typical usage would be to set an "rclaptg" field, to be used in mimeview to select a specific viewer. If several fields are to be set, they should be separated with a colon (':') character (which there is currently no way to escape). Ie: localfields= rclaptg=gnus:other = val, then select specifier viewer with mimetype|tag=... in mimeview. ---------------------------------------------------------------------- 5.4.1.3. Parameters affecting where and how we store things: dbdir The name of the Xapian data directory. It will be created if needed when the index is initialized. If this is not an absolute path, it will be interpreted relative to the configuration directory. The value can have embedded spaces but starting or trailing spaces will be trimmed. You cannot use quotes here. idxstatusfile The name of the scratch file where the indexer process updates its status. Default: idxstatus.txt inside the configuration directory. maxfsoccuppc Maximum file system occupation before we stop indexing. The value is a percentage, corresponding to what the "Capacity" df output column shows. The default value is 0, meaning no checking. mboxcachedir The directory where mbox message offsets cache files are held. This is normally $RECOLL_CONFDIR/mboxcache, but it may be useful to share a directory between different configurations. mboxcacheminmbs The minimum mbox file size over which we cache the offsets. There is really no sense in caching offsets for small files. The default is 5 MB. webcachedir This is only used by the Beagle web browser plugin indexing code, and defines where the cache for visited pages will live. Default: $RECOLL_CONFDIR/webcache webcachemaxmbs This is only used by the Beagle web browser plugin indexing code, and defines the maximum size for the web page cache. Default: 40 MB. idxflushmb Threshold (megabytes of new text data) where we flush from memory to disk index. Setting this can help control memory usage. A value of 0 means no explicit flushing, letting Xapian use its own default, which is flushing every 10000 (or XAPIAN_FLUSH_THRESHOLD) documents, which gives little memory usage control, as memory usage depends on average document size. The default value is 10. ---------------------------------------------------------------------- 5.4.1.4. Miscellaneous parameters: loglevel,daemloglevel Verbosity level for recoll and recollindex. A value of 4 lists quite a lot of debug/information messages. 2 only lists errors. The daemversion is specific to the indexing monitor daemon. logfilename, daemlogfilename Where the messages should go. 'stderr' can be used as a special value, and is the default. The daemversion is specific to the indexing monitor daemon. mondelaypatterns This allows specify wildcard path patterns (processed with fnmatch(3) with 0 flag), to match files which change too often and for which a delay should be observed before re-indexing. This is a space-separated list, each entry being a pattern and a time in seconds, separated by a colon. You can use double quotes if a path entry contains white space. Example: mondelaypatterns = *.log:20 "this one has spaces*:10" monixinterval Minimum interval (seconds) for processing the indexing queue. The real time monitor does not process each event when it comes in, but will wait this time for the queue to accumulate to diminish overhead and in order to aggregate multiple events to the same file. Default 30 S. monauxinterval Period (in seconds) at which the real time monitor will regenerate the auxiliary databases (spelling, stemming) if needed. The default is one hour. filtermaxseconds Maximum filter execution time, after which it is aborted. Some postscript programs just loop... filtersdir A directory to search for the external filter scripts used to index some types of files. The value should not be changed, except if you want to modify one of the default scripts. The value can be redefined for any sub-directory. iconsdir The name of the directory where recoll result list icons are stored. You can change this if you want different images. idxabsmlen Recoll stores an abstract for each indexed file inside the database. The text can come from an actual 'abstract' section in the document or will just be the beginning of the document. It is stored in the index so that it can be displayed inside the result lists without decoding the original file. The idxabsmlen parameter defines the size of the stored abstract. The default value is 250 bytes. The search interface gives you the choice to display this stored text or a synthetic abstract built by extracting text around the search terms. If you always prefer the synthetic abstract, you can reduce this value and save a little space. aspellLanguage Language definitions to use when creating the aspell dictionary. The value must match a set of aspell language definition files. You can type "aspell config" to see where these are installed (look for data-dir). The default if the variable is not set is to use your desktop national language environment to guess the value. noaspell If this is set, the aspell dictionary generation is turned off. Useful for cases where you don't need the functionality or when it is unusable because aspell crashes during dictionary generation. ---------------------------------------------------------------------- 5.4.2. The fields file This file contains information about dynamic fields handling in Recoll. Some very basic fields have hard-wired behaviour, and, mostly, you should not change the original data inside the fields file. But you can create custom fields fitting your data and handle them just like they were native ones. The fields file has several sections, which each define an aspect of fields processing. Quite often, you'll have to modify several sections to obtain the desired behaviour. We will only give a short description here, you should refer to the comments inside the file for more detailed information. Field names should be lowercase alphabetic ASCII. [prefixes] A field becomes indexed (searchable) by having a prefix defined in this section. [stored] A field becomes stored (displayable inside results) by having its name listed in this section (typically with an empty value). [aliases] This section defines lists of synonyms for the canonical names used inside the [prefixes] and [stored] sections filter-specific sections Some filters may need specific configuration for handling fields. Only the email message filter currently has such a section (named [mail]). It allows indexing arbitrary email headers in addition to the ones indexed by default. Other such sections may appear in the future. Here follows a small example of a personal fields file. This would extract a specific email header and use it as a searchable field, with data displayable inside result lists. (Side note: as the email filter does no decoding on the values, only plain ascii headers can be indexed, and only the first occurrence will be used for headers that occur several times). [prefixes] # Index mailmytag contents (with the given prefix) mailmytag = XMTAG [stored] # Store mailmytag inside the document data record (so that it can be # displayed - as %(mailmytag) - in result lists). mailmytag = [mail] # Extract the X-My-Tag mail header, and use it internally with the # mailmytag field name x-my-tag = mailmytag ---------------------------------------------------------------------- 5.4.3. The mimemap file mimemap specifies the file name extension to mime type mappings. For file names without an extension, or with an unknown one, the system's file -i command will be executed to determine the mime type (this can be switched off inside the main configuration file). The mappings can be specified on a per-subtree basis, which may be useful in some cases. Example: gaim logs have a .txt extension but should be handled specially, which is possible because they are usually all located in one place. mimemap also has a recoll_noindex variable which is a list of suffixes. Matching files will be skipped (which avoids unnecessary decompressions or file executions). This is partially redundant with skippedNames in the main configuration file, with a few differences: it will not affect directories, it cannot be made dependant on the file-system location (it is a configuration-wide parameter), and the file names will still be indexed (not even the file names are indexed for patterns in skippedNames. recoll_noindex is used mostly for things known to be unindexable by a given Recoll version. Having it there avoids cluttering the more user-oriented and locally customized skippedNames. ---------------------------------------------------------------------- 5.4.4. The mimeconf file mimeconf specifies how the different mime types are handled for indexing, and which icons are displayed in the recoll result lists. Changing the parameters in the [index] section is probably not a good idea except if you are a Recoll developer. The [icons] section allows you to change the icons which are displayed by recoll in the result lists (the values are the basenames of the png images inside the iconsdir directory (specified in recoll.conf). ---------------------------------------------------------------------- 5.4.5. The mimeview file mimeview specifies which programs are started when you click on an Open link in a result list. Ie: HTML is normally displayed using firefox, but you may prefer Konqueror, your openoffice.org program might be named oofice instead of openoffice etc. Changes to this file can be done by direct editing, or through the recoll user preferences dialog. If Use desktop preferences to choose document editor is checked in the Recoll GUI user preferences, all mimeview entries will be ignored except the one labelled application/x-all (which is set to use xdg-open by default). As for the other configuration files, the normal usage is to have a mimeview inside your own configuration directory, with just the non-default entries, which will override those from the central configuration file. Please note that these entries must be placed under a [view] section. The keys in the file are normally mime types. You can add an application tag to specialize the choice for an area of the filesystem (using a localfields specification in mimeconf). The syntax for the key is mimetype|tag The nouncompforviewmts entry, (placed at the top level, outside of the [view] section), holds a list of mime types that should not be uncompressed before starting the viewer (if they are found compressed, ie: mydoc.doc.gz). The right side of each assignment holds a command to be executed for opening the file. The following substitutions are performed: * %D. Document date * %f. File name. This may be the name of a temporary file if it was necessary to create one (ie: to extract a subdocument from a container). * %F. Original file name. Same as %f except if a temporary file is used. * %i. Internal path, for subdocuments of containers. The format depends on the container type. If this appears in the command line, Recoll will not create a temporary file to extract the subdocument, expecting the called application (possibly a script) to be able to handle it. * %M. Mime type * %U, %u. Url. In addition to the predefined values above, all strings like %(fieldname) will be replaced by the value of the field named fieldname for the document. This could be used in combination with field customisation to help with opening the document. ---------------------------------------------------------------------- 5.4.6. Examples of configuration adjustments 5.4.6.1. Adding an external viewer for an non-indexed type Imagine that you have some kind of file which does not have indexable content, but for which you would like to have a functional Open link in the result list (when found by file name). The file names end in .blob and can be displayed by application blobviewer. You need two entries in the configuration files for this to work: * In $RECOLL_CONFDIR/mimemap (typically ~/.recoll/mimemap), add the following line: .blob = application/x-blobapp Note that the mime type is made up here, and you could call it diesel/oil just the same. * In $RECOLL_CONFDIR/mimeview under the [view] section, add: application/x-blobapp = blobviewer %f We are supposing that blobviewer wants a file name parameter here, you would use %u if it liked URLs better. If you just wanted to change the application used by Recoll to display a mime type which it already knows, you would just need to edit mimeview. The entries you add in your personal file override those in the central configuration, which you do not need to alter. mimeview can also be modified from the Gui. ---------------------------------------------------------------------- 5.4.6.2. Adding indexing support for a new file type Let us now imagine that the above .blob files actually contain indexable text and that you know how to extract it with a command line program. Getting Recoll to index the files is easy. You need to perform the above alteration, and also to add data to the mimeconf file (typically in ~/.recoll/mimeconf): * Under the [index] section, add the following line (more about the rclblob indexing script later): application/x-blobapp = exec rclblob * Under the [icons] section, you should choose an icon to be displayed for the files inside the result lists. Icons are normally 64x64 pixels PNG files which live in /usr/[local/]share/recoll/images. * Under the [categories] section, you should add the mime type where it makes sense (you can also create a category). Categories may be used for filtering in advanced search. The rclblob filter should be an executable program or script which exists inside /usr/[local/]share/recoll/filters. It will be given a file name as argument and should output the text or html contents on the standard output. The filter programming section describes in more detail how to write a filter. ----------------------------------------------------------------------