Difference between revisions of "Advanced search"

Latest revision as of 17:24, 16 August 2013

Please note that ICA-AtoM is no longer actively supported by Artefactual Systems.
Visit https://www.accesstomemory.org for information about AtoM, the currently supported version.

Main Page > User manual > Access content > Advanced search

Advanced search

ICA-AtoM 1.2 introduces an advanced search interface, available to all users.

Advanced search link for a logged-in user

Click on the hyperlink advanced search text located above the main search box (in the Trillium theme the hyperlink advanced search text is located under the main search box).

ICA-AtoM takes you to the advanced search screen.
Moving from left to right, the advanced search screen lets the user:
- Select an operator "and", "or", "not" from the drop-down list
- Add search term(s) to free-text box
- Select a specific field from the drop-down list to search within
- Select "keyword" or "phrase"
Click the hyperlink "Add new" to add another layer of search instructions

Advanced search screen

Click on "Filter/Limit" and select criteria from the drop-down lists that will help to narrow your search:
- By repository (only available in multi-repository databases);
- By General material designation;
- By Media type;
- If a digital object is available;
- By level of description; and
- By copyright status.
Click the "Search" button at the bottom of the screen to perform the search.

Advanced search using ICA-AtoM Search box

ICA-AtoM [beta-1.1 releases] do not include an Advanced search interface, but ICA-AtoM can perform advanced searches using the instructions listed below.

ICA-AtoM uses the Zend framework's implementation of the Lucene search engine. This provides a number of options for advanced searching from within the search box. For a full description of the features supported by Zend Lucene, see Zend Programmers Reference Guide, Query language.

What follows is a selection of some of the most commonly used tools.

Phrases

Use double quotes to search phrases, e.g. search "city hall" to return records containing these two words together in that exact order.

Boolean operators

Use AND to combine search terms to narrow your search: e.g. search vancouver AND "city hall" to return only descriptions that contain both search terms
Use OR to to combine search terms to broaden your search: e.g. search vancouver OR "city hall" to return descriptions that contain either search term
Use AND NOT to exclude terms: e.g. search vancouver AND NOT "city hall" to return descriptions that include vancouver but do not contain the phrase "city hall"
Boolean operators can be upper- or lowercase
Other boolean operators are available, see Zend Lucene documentation

The City of Vancouver Archives created excellent "Advanced Search" and "Power Users' Search" instructions for the ICA-AtoM 1.2 release, see below or follow link to their site.

Symbol Use

" Term enclosed in quotes must appear exactly as provided. Example: "towel" will find towel, but not towels.

+ Term after "+" must be in the result. Example: +tea cricket requires that results that must contain the term tea in them, and may have the term cricket.

- Term after "-" must not be in the result. Example: -tea cricket requires that results that must not contain the term tea in them, and may have the term cricket.

? Single character wildcard. Example: p?per will find paper and piper, but not pepper.

* Multiple character wildcard. Example: galax* will find galaxy and galaxies, but not galactic.

~ Fuzzy search. Will return results with words similar to the term. Example: fjord~ will find fjord, fjords, ford, form, fonds, etc.

&& Boolean operator. Can be used in place of AND. Will cause an error if combined with spelled-out operators. Example: Arthur && Ford AND Zaphod will fail; Arthur && Ford && Zaphod will succeed.

! Boolean operator. Can be used in place of NOT. Will cause an error if combined with spelled-out operators.

^ Boost relevance. Multiplies the relevance of the preceding term by the number following the symbol, affecting the sorting of the search results. Example: paranoid android^5 gives results containing the term "android" 5x the relevance as results containing only the word "paranoid", and will sort them closer to the start of the search results.

\ Escapes the immediately following character, so that it is treated as text, rather than as a special character.

( ) Used to group search clauses.

[ ] Closed interval range search. Example: title:["Frogstar" TO "Magrathea"] will find every title in the alphabetic range between "Frogstar" and "Magrathea", including"Frogstar" and "Magrathea".

{ } Open interval range search. Example: title:{"Frogstar" TO "Magrathea"} will find every title in the alphabetic range between "Frogstar" and "Magrathea", excluding"Frogstar" and "Magrathea".

Fields (archival descriptions)

You can restrict your search to specific fields by typing the field name followed by a colon and the search text, e.g. search title:city to return descriptions which include the word city in the title.

You must enter the exact field name. These are not always intuitive nor do they necessarily correspond to the field label that appears on the page.

For the list of searchable fields and their names, as well as information on how to search DATES, see Search fields.

@@ Line 1: / Line 1: @@
-<span class="pageTitle">Browse content</span>
+[[Main Page]] > [[User manual]] > [[Access content]] > Advanced search
-[[Main Page]] > [[User manual|(UM) User manual]] > [[UM-4|UM-4 Access content]] > UM-4.1 Browse content
+== Advanced search ==
-== Browse ==
+ICA-AtoM 1.2 introduces an advanced search interface, available to all users.
-[[Image:um4-2BrowseBox.png|500px|right|thumb|Browse box: select filter]]
+[[File:advsearch_grab.png|400px|right|thumb|Advanced search link for a logged-in user]]
-Use the [[Glossary#Browse box|Browse box]] to view records in ICA-AtoM by various filters.
+*Click on the hyperlink advanced search text located above the main search box (in the Trillium theme the hyperlink advanced search text is located under the main search box).
+*ICA-AtoM takes you to the advanced search screen.
+*Moving from left to right, the advanced search screen lets the user:
+**Select an operator "and", "or", "not" from the drop-down list
+**Add search term(s) to free-text box
+**Select a specific field from the drop-down list to search within
+**Select "keyword" or "phrase"
+*Click the hyperlink "Add new" to add another layer of search instructions
-. Select a filter in the [[Glossary#Browse box|Browse box]] from the drop-down menu.
+[[File:advsearch_options.png|400px|right|thumb|Advanced search screen]]
-. Click the [[Glossary#Browse button|Browse button]].
+*Click on "Filter/Limit" and select criteria from the drop-down lists that will help to narrow your search:
+**By repository (only available in multi-repository databases);
+**By General material designation;
+**By Media type;
+**If a digital object is available;
+**By level of description; and
+**By copyright status.
+*Click the "Search" button at the bottom of the screen to perform the search.
+</div>
-. ICA-AtoM retrieves all the relevant records and displays them on a [[Glossary#List screen|List screen]].
+<div class="clearfix">
+== Advanced search using ICA-AtoM Search box ==
-As of the current version (v0.6), ICA-AtoM ships with the following filters:
+<div class="note">
-*[[#Browse by subject|Subject]]
-*[[#Browse by place|Place]]
-*[[#Browse by name|Name]]
-*[[#Browse by archival institution|Archival institution]]
-*[[#Browse by media type|Media type]]
-<br clear="right">
+ICA-AtoM [beta-1.1 releases] do not include an Advanced search interface, but ICA-AtoM can perform advanced searches using the instructions listed below.
-== Browse by subject ==
-[[Image:um4-2Subject.png|500px|right|thumb|Browse by subject: results list]]
+</div>
-[[Image:um4-2Subject.png|500px|right|thumb|Browse by subject: subject hits list]]
+ICA-AtoM uses the [http://framework.zend.com/ Zend] framework's implementation of the [http://lucene.apache.org/ Lucene] search engine. This provides a number of options for advanced searching from within the [[Glossary#Search box|search box]]. For a full description of the features supported by Zend Lucene, see [http://framework.zend.com/manual/en/zend.search.lucene.query-language.html Zend Programmers Reference Guide, Query language].
+What follows is a selection of some of the most commonly used tools.
-. Select "subject" in the [[Glossary#Browse box|Browse box]] and click the [[Glossary#Browse button|Browse button]].
+=== Phrases ===
-. ICA-AtoM returns all [[Glossary#Term|terms]] included in the [[Glossary#Taxonomy|Subject taxonomy]] and displays them on a [[Glossary#List screen|List screen]] showing the [[Glossary#Term|term]] and the number of times it has been used as a [[Glossary#Access point|subject access point]] to an [[Glossary#Archival description|archival description]] ("hits").
+Use double quotes to search phrases, e.g. search ''"city hall"'' to return records containing these two words together in that exact order.
-. To sort the list, click a [[Glossary#Column header|column header]] to sort by those values.
+=== Boolean operators ===
+* Use AND to combine search terms to narrow your search: e.g. search ''vancouver AND "city hall"'' to return only descriptions that contain '''both''' search terms
+* Use OR to to combine search terms to broaden your search: e.g. search ''vancouver OR "city hall"'' to return descriptions that contain '''either''' search term
+* Use AND NOT to exclude terms: e.g. search ''vancouver AND NOT "city hall"'' to return descriptions that include ''vancouver'' but do '''not''' contain the phrase ''"city hall"''
+* Boolean operators can be upper- or lowercase
+* Other boolean operators are available, see [http://framework.zend.com/manual/en/zend.search.lucene.query-language.html Zend Lucene documentation]
-. To view the list of all [[Glossary#Archival description|descriptions]] to which a term has been applied as a [[Glossary#Access point|subject access point]], click the [[Glossary#Term|term] (blue link).
+<b> The City of Vancouver Archives created excellent "Advanced Search" and "Power Users' Search" instructions for the ICA-AtoM 1.2 release, see below or follow [http://searcharchives.vancouver.ca/about link to their site.]
+{| class="wikitable"
+|-
-*This list shows the description title, the title of the collection to which it belongs (fonds or highest [[Glossary#Level of description|level of description]]), and repository ([[Glossary#Archival institution|archival institution]]). Each entry in each column functions as a link to the full view of the related record.
+! Symbol !! Use !!
+|-
-<br clear="right">
+| " ||Term enclosed in quotes must appear exactly as provided. Example: "towel" will find towel, but not towels.
-== Browse by place ==
+|-
+| + ||Term after "+" must be in the result. Example: +tea cricket requires that results that must contain the term tea in them, and may have the term cricket.
+|-
-=== Authority file ===
+| - ||Term after "-" must not be in the result. Example: -tea cricket requires that results that must not contain the term tea in them, and may have the term cricket.
+|-
-<div class="headerBar">Browse authorities</div>
+| ? ||Single character wildcard. Example: p?per will find paper and piper, but not pepper.
+|-
-{|
+| * ||Multiple character wildcard. Example: galax* will find galaxy and galaxies, but not galactic.
+|-
+| ~ ||Fuzzy search. Will return results with words similar to the term. Example: fjord~ will find fjord, fjords, ford, form, fonds, etc.
+|-
+| && ||Boolean operator. Can be used in place of AND. Will cause an error if combined with spelled-out operators. Example: Arthur && Ford AND Zaphod will fail; Arthur && Ford && Zaphod will succeed.
+|-
+| ! ||Boolean operator. Can be used in place of NOT. Will cause an error if combined with spelled-out operators.
+|-
+| ^  ||Boost relevance. Multiplies the relevance of the preceding term by the number following the symbol, affecting the sorting of the search results. Example: paranoid android^5 gives results containing the term "android" 5x the relevance as results containing only the word "paranoid", and will sort them closer to the start of the search results.
+|-
+| \  ||Escapes the immediately following character, so that it is treated as text, rather than as a special character.
+|-
+| ( ) ||Used to group search clauses.
 |-
-|
+| [ ] ||Closed interval range search. Example: title:["Frogstar" TO "Magrathea"] will find every title in the alphabetic range between "Frogstar" and "Magrathea", including"Frogstar" and "Magrathea".
-[[Image:Search_BrowseAuthority.png|500px|right]]
-Browse by authority file:
-*Finds all authority records and displays them in a list showing the name and type of entity (corporate body, person or family).
-*To sort the list, click a column header to sort by those values.
-*To view the full authority record, click the <span class="button">Name</span> link for any entry.
-|}
-=== Archival institution ===
-<div class="headerBar">Browse by archival institution</div>
-{|
 |-
-|
+| { }  ||Open interval range search. Example: title:{"Frogstar" TO "Magrathea"} will find every title in the alphabetic range between "Frogstar" and "Magrathea", excluding"Frogstar" and "Magrathea".
-[[Image:Search_BrowseInstitution.png|500px|right]]
-Browse by archival institution:
-*Finds all archival institution records and displays them in a list showing the name, type and country of the institution.
-*Sort the list by clicking a column header to sort by those values.
-*Click the name of an institution to view the full archival institution record.
 |}
-=== Language ===
+</b>
-<div class="headerBar">Browse by language</div>
+=== Fields (archival descriptions) ===
-{|
+You can restrict your search to specific [[Glossary#Field|fields]] by typing the [[Glossary#Field|field]] name followed by a colon and the search text, e.g. search ''title:city'' to return descriptions which include the word ''city'' in the title.
-|-
-|
-[[Image:Search_BrowseLanguage.png|500px|right]]
-[[Image:Search_BrowseLanguage2.png|500px|right]]
+You must enter the exact [[Glossary#Field|field]] name. These are not always intuitive nor do they necessarily correspond to the [[Glossary#Field label|field label]] that appears on the page.
-Browse by language:
+For the list of searchable [[Glossary#Field|fields]] and their names, as well as information on how to search <b>DATES</b>, see [[Search fields]].
-*Finds all languages terms that have been used in the <span class="field">Language(s)</span> field in archival description records to indicate the existence of archival material in that language.
+[[Category:User manual]]
-*Displays terms in a list showing the language term and the number of descriptions to which it has been applied ("hits").
-*To sort the list, click a column header to sort by those values.
-*To view the list of all descriptions ("hits") of archival units containing material in a language, click the <span class="button">LanguageTerm</span> link.
-*This list shows the description title, the title of the collection to which it belongs (fonds or highest level of description), and repository. Each entry in each column functions as a link to the full view of the related record.
-|}