DOCSP-45930 Atlas Search Query Prep

Author: ajhuh-mdb

source/indexes.txt

@@ -81,8 +81,6 @@ Create an Index
 
 .. include:: /includes/shared/steps/create-index.rst
 
-.. BEGIN-COMPASS-ONLY
-
 Create an Atlas Search Index
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
@@ -97,8 +95,6 @@ Atlas Vector Search indexes enable you to index vector data *and* other data
 types, which facilitates semantic searches on the indexed fields. For more
 information, see :ref:`compass-create-vector-search`. 
 
-.. END-COMPASS-ONLY
-
 .. _compass-wildcard-index:
 
 Create a Wildcard Index

source/query/atlas-search.txt

@@ -12,45 +12,49 @@ Run Atlas Search Queries
    :depth: 1
    :class: singlecol
 
-You can run Atlas Search :pipeline:`$search` and :pipeline:`$searchMeta`
-queries from |compass| if you :ref:`created the Atlas Search index
-<compass-create-search-index>` for data on the Atlas cluster. You can
-also run :pipeline:`$vectorSearch` queries from |compass| if you have an
-existing Atlas Vector search index on your data in Atlas. 
+If you have an existing Atlas Search Index for data on your Atlas cluster, you 
+can run :pipeline:`$search` and :pipeline:`$searchMeta` queries. If you have an 
+existing Atlas Vector search index on your data in Atlas, you can also run 
+:pipeline:`$vectorSearch` queries. 
+
+Before You Begin 
+----------------
+
+Create an :ref:`Atlas Search index <compass-create-search-index>` or an 
+:ref:`Atlas Vector Search index <compass-create-vector-search>`.
+
+.. note:: 
+   
+   You can manage Atlas Search indexes in the |compass-short| UI if your 
+   deployment is local, has an Atlas cluster tier of M10 or larger, and runs 
+   MongoDB 7.0 or later. 
 
 Steps
 -----
 
 .. procedure:: 
    :style: normal
-
+   
    .. step:: Find the index you want to use in your query
-      
-      a. From the :guilabel:`Indexes` tab, click :guilabel:`Search Indexes`.
-      #. Hover over the index you want to use in your query.
-
-   .. step:: Run the query
-      
-      a. Click the :guilabel:`Aggregate` button.
 
-         |compass| switches to the :guilabel:`Aggregations` tab where you 
-         can run your query. 
-        
-      #. Construct your query.
+      From the :guilabel:`Indexes` tab, click :guilabel:`Search Indexes`. 
+      Hover over the search index you want to use in your query. Click the 
+      :guilabel:`Aggregate` button that appears to open the aggregation 
+      pipeline builder.
 
-         By default, |compass| selects the :pipeline:`$search` stage for
-         your query. You can select the  :pipeline:`$searchMeta` stage
-         to use in your query. If you are using a ``vectorSearch`` type
-         index in your query, you can only use the
-         :pipeline:`$vectorSearch` stage in your query.  
+   .. step:: Construct your query
+      
+      If you have an Atlas Search index, add the ``$search`` or 
+      ``$searchMeta`` stage to your aggregation pipeline. If you have an 
+      Atlas Vector Search index, add the ``$vectorSearch`` stage.
 
-         .. note:: 
+      .. note:: 
 
-            The Atlas Search :pipeline:`$search` and :pipeline:`$searchMeta` and 
-            the Atlas Vector Search :pipeline:`$vectorSearch` pipeline stages must 
-            be the first stage in your aggregation pipeline.
+         The Atlas Search ``$search`` and ``$searchMeta`` and 
+         the Atlas Vector Search ``$vectorSearch`` pipeline stages must 
+         be the first stage in your aggregation pipeline.
 
-      #. Click :guilabel:`Run` to run your query.
+   .. step:: Run your query
 
 Learn More 
 ----------