Hi, lmnowels.
WebHelp's Phrase search was first introduced with RH 8. As you've noticed, by placing two or more words of a phrase in quotes, that phrase will be favored in the search ranking and the topics returned will only be ones where that exact phrase appears at least once.
For example, in the sample project that ships with RH 8 called Web Graphics, I tested the phrase "graphic formats". If I search without quotes, I get 16 topics for results. If I enclose the phrase in quotes I only get the 5 topics where the exact phrase appears. So, phrase searching is very helpful to a point. But it is not perfect. The downside is that search highlighting feature not only highlights the phrase instance, but individual words that make up the phrase. To my knowledge I don't think this can be filtered to show only the phrase instances. (This would be nice improvement for RoboHelp "Next")
Here's a review of how search results are ranked (in this order) which might help in your design.
- Topics with the search query words in the topic title are ranked highest
- Topics with the search query words that have been manually added by the author in the Search Keyword dialog are strongly favored. (Topic Properties > Keywords) Think of this as a synonym at the topic level (instead of the whole project)
- Topics with the search query words in headings H1, H2, H3, H4 and so on are given greater weight.
- Topics with the same ranking are sorted alphabetically.
One thing I'm confused a bit with your post is the comment about "setting the Keywords to Exclude from Search". These are actually two separate things. Whatever weight you give by creating a search Keyword, will be negated if you also check the box "Exclude from Search" as this refers to excluding the entire topic from coming up in the search results. Or, perhaps I didn't understand your post.
Another tip that folks often forget is that RH 8 offers the option of adding project Synonyms. This is done from File > Project Settings > General tab > Language > Advanced > Synonyms. (e.g., if someone searches for images, they will also get topics with the word graphics.
I created an Adobe Captivate movie which outlines the new search features here:
http://www.adobe.com/designcenter/robohelp/videos/
Look for the one on search.
Of course, we as authors are always demanding better search for our end-users and Adobe continues to improve the experience. Meanwhile, if you are looking for other options/enhancements, you might check out Peter Grainge's favorite "add on" called ZoomSearch.
http://www.grainge.org/pages/authoring/zoomsearch/zoomsearch.htm
Hope this helps.
John Daigle
Adobe Certified RoboHelp and Captivate Instructor
Evergreen, Colorado
303-679-08955
http://www.showmethedemo.com