Difference between revisions of "Advanced search"

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<span class="pageTitle">Browse content</span>
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[[Main Page]] > [[User manual]] > [[Access content]] > Advanced search
  
[[Main Page]] > [[User manual|(UM) User manual]] > [[UM-4|UM-4 Access content]] > UM-4.2 Browse content
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== Advanced search ==
  
 +
ICA-AtoM 1.2 introduces an advanced search interface, available to all users.
  
[[Image:um4-2BrowseBox.png|500px|right|thumb|Browse box: select filter]]
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[[File:advsearch_grab.png|400px|right|thumb|Advanced search link for a logged-in user]]
  
[[Image:um4-2BrowseList.png|500px|right|thumb|Browse box: matches list screen]]
+
*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).
  
[[Image:um4-2BrowseResults.png|500px|right|thumb|Browse box: matches list screen]]
+
*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
  
  
Use the [[Glossary#Browse box|Browse box]] to view records in ICA-AtoM by various filters.
+
[[File:advsearch_options.png|400px|right|thumb|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.
  
1. Select a filter in the [[Glossary#Browse box|Browse box]] from the drop-down menu.
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</div>
  
 +
<div class="clearfix">
  
2. Click the [[Glossary#Browse button|Browse button]].
+
== Advanced search using ICA-AtoM Search box ==
  
 +
<div class="note">
  
3. ICA-AtoM retrieves all the relevant records and displays them on a [[Glossary#List screen|List screen]].
+
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.
  
 +
</div>
  
4. To sort the list, click the [[Glossary#Column header|column header]] you want to sort by; click again to reverse sort.
+
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.
  
5. Some filters include a [[Glossary#Results header|results header]] that shows the number of [[Glossary#Archival description|archival descriptions]] to which the [[Glossary#Term|term]] has been applied as an [[Glossary#Access point|access point]].
 
  
 +
=== Phrases ===
  
'''Subject:'''
+
Use double quotes to search phrases, e.g. search ''"city hall"'' to return records containing these two words together in that exact order.
  
*Returns all [[Glossary#Term|terms]] included in the [[Glossary#Taxonomy|Subject taxonomy]].
 
  
*"Results" column returns the number of times the term has been used as a [[Glossary#Access point|subject access point]] to an [[Glossary#Archival description|archival description]].
+
=== Boolean operators ===
  
*Click the [[Glossary#Term|term]] to get the "results" ([[Glossary#Archival description|archival descriptions]] using it as an [[Glossary#Access point|access point]]) on a new [[Glossary#List screen|List screen]].
+
* 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]
  
 +
<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"
 +
|-
 +
! 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".
 +
|}
  
'''Place:'''
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</b>
  
*Returns all [[Glossary#Term|terms]] included in the [[Glossary#Taxonomy|Place taxonomy]].
+
=== Fields (archival descriptions) ===
  
*"Results" column returns the number of times the term has been used as a [[Glossary#Access point|place access point]] to an [[Glossary#Archival description|archival description]].
+
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.
  
*Click the place [[Glossary#Term|term]] to get the "results" ([[Glossary#Archival description|archival descriptions]] using it as an [[Glossary#Access point|place access point]]) on a new [[Glossary#List screen|List screen]].
+
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.
  
 +
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]].
  
'''Name:'''
 
  
*Returns all entities registered in the [[Glossary#Authority file|Authority file]] ([[Glossary#Authority record|authority records]]).
+
[[Category:User manual]]
 
 
*"Type" column indicates the type of entity (''Corporate body, Person, Family'').
 
 
 
*Click the name to go to the full [[Glossary#Authority record|authority record]] ([[Glossary#View screen|View screen]]).
 
 
 
 
 
'''Archival institution:''
 
 
 
*Returns all repositories registered as [[Glossary#Archival institution|archival institutions]].
 
 
 
*"Type" column indicates the type of repository (e.g. ''Municipal, University'').
 
 
 
*Click the institution name to go to the full [[Glossary#Archival institution|archival institution]] record ([[Glossary#View screen|View screen]]).
 
 
 
 
 
 
 
'''Media type:'''
 
 
 
*Returns all [[Glossary#Term|terms]] included in the [[Glossary#Taxonomy|Media taxonomy]].
 
 
 
*"Results" column returns the number of [[Glossary#Digital object|digital objects]] of that type that are stored in the application.
 
 
 
*Click the media [[Glossary#Term|term]] to get the "results" ([[Glossary#Digital object|digital objects]]).
 

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.