WorldCat Discovery search fundamentals 1 Gena Cox 00:00:00.760 --> 00:00:03.360 You are, where are links live. 2 Gena Cox 00:00:04.600 --> 00:00:16.840 We have my account to the top right of the screen and we have the advanced search and the chat with the library and feature if your library chooses to utilize that. 3 Gena Cox 00:00:19.960 --> 00:00:38.520 And finally we have a quick glimpse of the search results page will be working with today. Again, this is custom to my design and yours may look a bit different and that's just fine some of those differences would include the names of the filters on the left hand of the screen here. 4 Gena Cox 00:00:38.520 --> 00:00:44.960 And even the order in which they appear and we'll look at those customizations together as we kick off the session. 5 Gena Cox 00:00:48.760 --> 00:00:52.440 So let's go ahead and jump right into basic searching. 6 Gena Cox 00:00:55.160 --> 00:01:15.000 So here we see that same slide that we ended our introduction with, and we're going to focus on that left side of the page with the Red Outline. Now here I've placed a simple keyword search of intellectual freedom noted in the top search bar, and now we're gonna work our way down this left filter panel. So. 7 Gena Cox 00:01:15.000 --> 00:01:17.840 So let's Zoom right into the top here. 8 Gena Cox 00:01:20.760 --> 00:01:39.320 Now, first we see a white strip above our filters and below our navigational panel, and this is where any of the filters we select will surface, if we skinn filters there, it means that, that filter is currently applied to our results set normally after just placing a search, this would be empty, but I have a few. 9 Gena Cox 00:01:39.480 --> 00:01:48.200 Here, so we can see how that looks, you can see print book twenty- nineteen through twenty twenty three and the location. I've selected being the training library. 10 Gena Cox 00:01:50.200 --> 00:02:10.039 K- directly below that white strip. We have the option to retain filters or clear filters, clearing filters returns us to that basic keyword search with no filters applied while clicking on retain filters will essentially freeze those filters into place and apply them to any of my subsequent searches from that point forward. 11 Gena Cox 00:02:10.039 --> 00:02:30.520 So, for example, here I have the filters used to return again, only my print books at my library, which were published in the last four years, maybe after this search I want to search for a completely different item, but I still want those same filters. Those same parameters to apply. I could click on retain filters and save myself some time for that next search icon. 12 Gena Cox 00:02:33.720 --> 00:02:46.800 Now I want to bring your attention down to that first option in that circle list of filters. We see it sort colon library. So let's work our way down this list and we're gonna begin right there. 13 Gena Cox 00:02:51.000 --> 00:03:08.280 Now on the right of your screen, here you see that, that sort drop down and the options available to us. The top three here are best match recency and library. We'll talk about these three in more detail in just a moment and below. 14 Gena Cox 00:03:08.320 --> 00:03:28.760 Those we have offer which sorts by the author's last name, organized by a, to z with special characters listed first we then have date by Newest and by oldest sorting either chronologically or reverse chronologically, we have most widely held, which is ungrouping our results and giving us a list of item. 15 Gena Cox 00:03:29.400 --> 00:03:39.520 Order of Worldwide Holdings. And finally we have title sorted similarly to author listed alphabetically a to z with special characters listed first. 16 Gena Cox 00:03:42.840 --> 00:04:01.400 Now to look more closely at those first three sort options, best match library and recency. These are helpful algorithms to get users the items they need in the most efficient way. So best match is what we call the foundational algorithm rather than boosting one. 17 Gena Cox 00:04:01.880 --> 00:04:21.880 Of an item, in particular, it blends multiple boosts on several things like title offer subject. It's also going to prefer items that are more recent and more widely held and it's going to show preference for items in your library or your consortium. This is maybe not the sort option for when you want to find that. 18 Gena Cox 00:04:22.200 --> 00:04:36.240 Item that's held by just a few libraries and other states or other countries or in special collections, but rather this is that really great broad, all purpose search that the best majority of our users are probably comfortable with starting off. 19 Gena Cox 00:04:41.720 --> 00:04:57.720 The two additional sort options library and recency builds upon that best match algorithm with a little touch of preference here. So library takes all of the best match foundation and it boosts even further be items from your LOC. 20 Gena Cox 00:04:57.960 --> 00:05:06.600 Collections while recently does the same, but it boosts more recently published materials. So, again, we're just adding that little bit of preference. 21 Gena Cox 00:05:10.520 --> 00:05:28.440 I'm like a lot of things with World Cat Discovery, which sort option, you have utilized by default can be chosen in the service configuration for your library, if you have access to service configuration or for someone who does have access your default, sort option can be set here under Worldcat discover. 22 Gena Cox 00:05:28.560 --> 00:05:42.240 Search settings, just a quick glimpse of where that is detailed steps if needed are linked to, in the learning guide as well. We can see in this case, I have my library algorithm as my default sort there. 23 Gena Cox 00:05:43.800 --> 00:05:57.000 In depending upon which default sort you'd like to select for your institution, your users can always override that and change that, but this will be the default upon their first visit. 24 Gena Cox 00:06:07.480 --> 00:06:15.040 All right, a very quick poll here, which sort option provides the foundational algorithm. 25 Gena Cox 00:06:17.080 --> 00:06:19.880 Just take a moment think about that. 26 Gena Cox 00:06:45.880 --> 00:06:48.920 All right, perfect. That was. 27 Gena Cox 00:06:50.520 --> 00:06:51.960 Best match. 28 Gena Cox 00:06:58.040 --> 00:07:14.040 So we're gonna work our way down here and next we'll see the search results display and this allows us to group or ungroup our results if we prefer to see our very seditions of titles grouped together or not. So this. 29 Gena Cox 00:07:14.040 --> 00:07:31.400 Can be set by default if desired, but the user can overwrite it and select another option if they'd like, just like our sort options, we just saw, but we also have the ability to expand our search with related terms. So let's take a quick look at these two starting with search results display and how our items are grouped. 30 Gena Cox 00:07:37.080 --> 00:07:51.000 Default grouping allows us to bundle our results using show. all can sometimes provide too many results and overwhelm users. So we have the option here to hide duplicates or group additions and formats. 31 Gena Cox 00:07:53.120 --> 00:08:12.920 Exactly what it sounds like all variance additions and formats will display, so high duplicates will group variant records now variant records are the same addition of a work, but perhaps it's in a different language or perhaps it's literally a duplicate record that just hasn't been merged yet by a catalogger. 32 Gena Cox 00:08:13.560 --> 00:08:34.039 Group additions and formats will group all related editions in the search results and will display a single representative record. These are going to be grouped by things like the work ID being title author and format and things like language your publication and the first publisher entry users would then click into. 33 Gena Cox 00:08:34.159 --> 00:08:39.400 Representative record and look at other additions and formats available to them. 34 Gena Cox 00:08:46.880 --> 00:09:06.040 To expand a search with related terms means that when you place a search in discovery and those terms also match on the one XX or four XX fields of an authority record talking to our catalogers here today, those additional terms found there will be included in the search in service configuration in. 35 Gena Cox 00:09:06.200 --> 00:09:24.960 Same area under Worldcat discovery search settings. We can toggle on or off search expansion. We also have more information on this in the learner guide, but let's take a quick look at it in practice and jump over to our discovery interface live. It's a little easier. I think to grasp when you see it in practice here. 36 Gena Cox 00:09:29.080 --> 00:09:47.000 So I'm gonna open up here in the training libraries discovery site. Now I've searched for a simple keyword. in this case, philanthropy can see it here in the search box. Now under we expand the search accordion, I can to. 37 Gena Cox 00:09:47.240 --> 00:10:07.480 This feature on which I'll do here and now I have this new bar at the top of my search, and these, this bar is letting me know that my search was expanded to include those related terms found in the metadata again on the one X. x or the four XX, I can click the link in. 38 Gena Cox 00:10:08.880 --> 00:10:11.160 Start being included here. 39 Gena Cox 00:10:12.640 --> 00:10:33.120 And I see we have several new terms here that the system has found relevant and included for me, even though I didn't initially search for them such as charity organizations, humanitarians, humanitarianism and endowments, if we close this pop- up, we can take a look at our search results and see this. So remember we. 40 Gena Cox 00:10:33.760 --> 00:10:47.320 For philanthropy here, but I'm seeing charity's, I'm seeing social services. In other words that are being highlighted here to let me know that my search has been expanded to those other terms. 41 Gena Cox 00:10:49.120 --> 00:10:56.320 I'll also note with this result said I have over half a million results here. 42 Gena Cox 00:10:58.080 --> 00:11:17.920 And if I go ahead and toggle this off in the middle of my search, those results will be removed, which we can see from our lower results set number here and all that remain are now specific results that specifically contain the original keyword being fully anthropy. We can see that. No, other terms are being called out. 43 Gena Cox 00:11:19.240 --> 00:11:21.160 Just fully anthropy. 44 Gena Cox 00:11:30.080 --> 00:11:48.640 And now going back to our filters that we're working down and below search expansions, we have material type and we have quick links to select article or book for our material type as those, of course are gonna be our most popular, it's nice to have those for quick access there otherwis. 45 Gena Cox 00:11:49.640 --> 00:11:58.720 Really detailed here if desired, we also see numbers following each format and these indicate how many entries exist for that type in the thousands. 46 Gena Cox 00:12:02.080 --> 00:12:20.640 Next we have year of publication again, for quick access, we have some links to quickly calculate the last five ten and twenty- five years for us, if recently is something that's the user is interested in alternatively, we can input custom ranges, if we want an item that was published in a specific. 47 Gena Cox 00:12:20.720 --> 00:12:41.120 Year only, we'll need to put that year in both the, from range and the through range, if we put a year in the, from range, but leave the through field blank will get all items published from that first year through to present day. So, just keep that in mind of using this and wanting a very specific year only if the through field. 48 Gena Cox 00:12:41.160 --> 00:12:53.920 Is left empty. We'll see again up to present day and even items that perhaps a cataloger has put in, you know, for an item that's on pre- order that hasn't even been published yet. So just keep that in mind. 49 Gena Cox 00:12:57.120 --> 00:13:15.680 Now, below publication, we have topic and here minus labeled as subject terms to filter out specific subjects in our search of course, but a note about this that I like to point out these terms listed here are not selected from subject headings, rather the terms. 50 Gena Cox 00:13:16.000 --> 00:13:36.160 Come from the subject area, identified by the classification number assigned to the record and this is based on the descriptive hierarchy used in the OCLC conspectus. You can find information on the Conspectus and the learner guide under the search filters section as well. Again, you'll have that link at the end of the class. I just like to point out that there. 51 Gena Cox 00:13:36.280 --> 00:13:56.640 There is a difference here if your user does assume that perhaps, this is referring to a subject headings, You can also go on to customize this label to any of the terms that you see listed here. I have academic discipline Conspectus subject subject area topic. 52 Gena Cox 00:13:56.640 --> 00:13:58.280 And so on. 53 Gena Cox 00:14:02.400 --> 00:14:15.640 We then have author creator, which will display the top twenty- five results sorted alphabetically in this label can be customized to creator person or author creator as well. 54 Gena Cox 00:14:20.320 --> 00:14:37.600 And finally we have content, we have some self- explanatory options here such as peer review and nonfiction, but I want to point out the open access option, specifically, so this filter is looking for records that contain either an eight fifty- six field with the indicators. 55 Gena Cox 00:14:38.960 --> 00:14:58.080 Five, oh, six field with a Subfield A listed. This is just something to be aware of if you're thinking OOP excuse me, jumped ahead if you're thinking something should be surfacing as open access and it isn't, you may want to speak to your cataloger or take a closer look at that Mark record to be sure that. 56 Gena Cox 00:14:58.120 --> 00:15:02.200 Those fields are corroborating what you think they should be. 57 Gena Cox 00:15:05.760 --> 00:15:23.680 So remember at the start of the session, I mentioned that my interface might look a bit different than the one you are. library is using and that extends to those filters that we just went through the common theme through all those filters. Is the ability to customize them. So I want us to look over those options and how those can. 58 Gena Cox 00:15:24.960 --> 00:15:42.440 There are a few different ways to customize them and I have those listed here. We can play with the order that the filters are displayed and we can hide them entirely, We can choose to have them automatically expanded for the user and try to encourage them to utilize them and we can also change the label that they have as well. 59 Gena Cox 00:15:46.080 --> 00:16:04.000 And here I have a quick look at where those changes take place in the service configuration under search settings and search filter settings. We can also look at this one live as well. So let me go ahead and get that prepped for us, and in the meantime, we have one more poll here. 60 Gena Cox 00:16:09.120 --> 00:16:17.120 The topic slash subject filter is sourced from the OCLC Conspectus true or false. 61 Gena Cox 00:17:15.040 --> 00:17:35.520 Trio that one, again, it can be a little confusing because as librarians as catalogers, we're, we're consistently sort of thinking about subject being in reference to subject headings, but in this case, it's from the OCLC Conspectus and again, more information on that contained within the learner guide, but everyone did get. 62 Gena Cox 00:17:35.800 --> 00:17:38.080 Right, so great. 63 Gena Cox 00:17:41.920 --> 00:17:46.600 So let's pop over to our service configuration here. 64 Gena Cox 00:17:47.680 --> 00:18:08.160 And again, you may or may not have access to this in your institution. There may be someone else who maintains access if you do have access, then you can follow along and see where these settings take place. If not, you can always take notes or share this recording with the folks who do have access so that they know where to make these changes if desired. 65 Gena Cox 00:18:08.800 --> 00:18:16.840 So, again, I am in our service configuration here and I've gone to Worldcat Discovery and World Cat local. 66 Gena Cox 00:18:18.400 --> 00:18:30.520 And I'm going, I'm excuse me. I've gone to search settings here and then from these accordion options, I'll go to search filters and settings here we are. 67 Gena Cox 00:18:31.840 --> 00:18:41.280 So I have a few columns here, first I can change the order in which these filters appear by using these up and down arrows. 68 Gena Cox 00:18:44.040 --> 00:18:48.440 Clicking one of these will move it and one place and that direction. 69 Gena Cox 00:18:49.840 --> 00:18:56.200 Then have the ability to toggle the filters to either show or be hidden here. 70 Gena Cox 00:18:59.360 --> 00:19:03.880 Once hidden, they'll go ahead and fall automatically to the bottom of this list. 71 Gena Cox 00:19:05.120 --> 00:19:17.520 Under Expand or collapse, I can also toggle that on or off depending on whether or not I want that filter to be automatically expanded for my user. 72 Gena Cox 00:19:19.840 --> 00:19:39.680 So, for example, if I have author expanded by default here, when my user comes to search and you can pop back in here, if I have all of these set to be collapsed, but I just have author and creator set to expand. This will be the default of view that the US. 73 Gena Cox 00:19:39.960 --> 00:19:52.880 Has when they see that first result set here, and this might be a way again to just sort of encourage the user to, you know, put their eyes over here and, and browse this, this area a little bit more. 74 Gena Cox 00:19:56.960 --> 00:20:14.880 And finally I have the display label where I'm given a drop down of options to choose for, from the label that I'd like to give that heading. So let's take a look here. We talked about author creator and I currently have mindset to author creator, but I have the option to. 75 Gena Cox 00:20:16.520 --> 00:20:36.720 I also have person as an option if I come to format, I have a few more here. So I just have format. I have item looking for a material format source type the list sort of goes on here. So whatever terminology that you feel your users. 76 Gena Cox 00:20:36.760 --> 00:20:45.680 Are gonna be most comfortable with, or is gonna make the most sense to them feel free to get in here and change it up and make sure that this is to your liking. 77 Gena Cox 00:20:47.040 --> 00:20:54.280 Once I'm done here, I could click save and I would see those changes take place pretty much immediately. 78 Gena Cox 00:21:05.520 --> 00:21:15.720 All right, so we've looked at a basic search and how to go about utilizing those filters. Let's switch gears and look at world hat discoveries advanced search. 79 Gena Cox 00:21:22.800 --> 00:21:42.640 I want to quickly start by showing how this is a choose your own adventure in terms of how you get to the advanced search screen. So we're really offering it to you on a silver platter here we can access it from below the main search bar. We can access it statically from the navigation bar and within the footer of the page as well. No, there. 80 Gena Cox 00:21:42.840 --> 00:21:52.000 Also, another way to access the advanced search screen, which is my favorite way to access it, and we will jump back into our live discovery site to see that. 81 Gena Cox 00:21:54.800 --> 00:21:58.680 So let's go back to that philanthropy search here. 82 Gena Cox 00:22:03.760 --> 00:22:20.400 So, as we see here, I have that search I place for the keyword philanthropy. Perhaps, I'm looking at this, and I'm just not quite finding what I'm looking for and I, what I did just a bit deeper and possibly search for multiple indexes here, now what I can do from the sign. 83 Gena Cox 00:22:20.680 --> 00:22:28.760 Initial search results page. I can simply click on the advanced search link here and the navigational bar. 84 Gena Cox 00:22:30.080 --> 00:22:43.080 Let's go ahead and do that, and we can see that Discovery has carried over that search term for me and already placed it into a keyword index for me. So now I have my starting point and I'm ready to keep going. 85 Gena Cox 00:22:44.800 --> 00:23:00.480 Now that we're here, I want to call out these three areas that will be looking at. We have the general search box rose clustered in the center of the page here below, we have search tools and to the right of the page we have our databases. 86 Gena Cox 00:23:03.280 --> 00:23:22.480 Now in the advanced search box, we already have our first subject index labeled for us and our term entered because again, we brought that information over from the previous screen, if we hadn't had anything prior, this would, of course just be blank and we can add more to our search by navigating to the next row and then. 87 Gena Cox 00:23:22.520 --> 00:23:39.240 First, choosing our Bullyon operator we have and, or, and not, I'll leave it at end and then we can choose the index. We'd like to search and we have several to choose from here. Let's keep it simple and select author. 88 Gena Cox 00:23:41.040 --> 00:23:54.480 And I'll go ahead and type in the surname Smith here, and we can continue on, we can also add additional rows if we'd like and really flesh out this search. 89 Gena Cox 00:23:55.760 --> 00:24:07.320 Now I do really want to briefly call out the indexes and talk for a brief moment about the difference between a word and a phrase search. So let's open up one of these indexes here. 90 Gena Cox 00:24:08.560 --> 00:24:24.400 When we look at this drop down, we see things like author and author phrase. We see subject and subject phrase and so on. now this is really a difference between a word and a phrase search. 91 Gena Cox 00:24:29.680 --> 00:24:46.320 So there's lots of information here. Please do not feel like you have to screenshot it or absorb it all, what is really important to know is a word search is just that it's looking for those words to appear in any of the fields You see listed. 92 Gena Cox 00:24:46.960 --> 00:25:07.440 First column of our chart. So there's a lot there, whereas a phrase search is like using quotations, right? So it's looking for an exact phrase and it's looking in very specific places, so you'll naturally get a more narrowed scope of results. Now if you are user is using phrase index and perhaps not getting. 93 Gena Cox 00:25:08.080 --> 00:25:27.920 Of results, they were expecting, this might be why as a library in myself, I had this happen to me in the academic world where my students would perhaps think that phrase meant something a little more coloquial or something that was more akin to a keyword search and they'd sometimes get a little confused there. So that's what's going. 94 Gena Cox 00:25:28.840 --> 00:25:48.400 Again, if they aren't getting the breadth of the results that they were expecting and for those comfortable with manually using indexes in their searches, the word search index would use a colon, whereas the phrase index would use the equal sign. There are a lot of good resources on indexes out there and we have quite a few on help dot OCLC- dot org as well. 95 Gena Cox 00:25:48.440 --> 00:25:52.240 So please go ahead and explore those as time permits too. 96 Gena Cox 00:25:55.440 --> 00:26:01.960 So now let's look directly beneath the search boxes to the search tools section. 97 Gena Cox 00:26:05.680 --> 00:26:23.600 So I tend to think about search tools as a pre- filter filter. So what do I mean by that here in the search tools, we see a lot of similar options that we saw at the beginning, we have the ability to group or ungroup our results. We can choose our material type, our publication. 98 Gena Cox 00:26:23.720 --> 00:26:44.080 And so on. Now some of these options will appear or not based on the databases we are searching. So if, let's just say we were searching a single database and that database only had content in a very specific single language and we may not see that language drop down here because of course it. 99 Gena Cox 00:26:44.080 --> 00:26:59.480 Wouldn't be necessary because discovery understands that there aren't multiple languages to choose from. So it's not gonna confuse you by showing you that filter. Now, however, a few fields are static such as year and location. 100 Gena Cox 00:27:01.440 --> 00:27:16.800 Calling this a pre- filter, I mean that we can continue to narrow these results even further once we get to our results set and we'll see that in a bit here, but search tools essentially lets us lay the initial groundwork in parameters for a broad search. 101 Gena Cox 00:27:21.880 --> 00:27:29.560 In the final thing, we'll look at on this page is the database section. Now let's pop over to our live interface here. 102 Gena Cox 00:27:31.440 --> 00:27:51.280 And again, you see search tools at the bottom of our page here. Lots of options available to us and let's look at databases. So the first thing we'll want to note is the searching databases according here I'm gonna expand and collapse that, so we all know where I'm looking, and this is usually expanded out by. 103 Gena Cox 00:27:51.400 --> 00:27:59.560 Default and we can see that if I were to conduct a search right now, it would only be searching world cat- dot org. 104 Gena Cox 00:28:02.160 --> 00:28:19.400 What I can do then if I'd like to include other databases is to navigate down to any of these database groups. I have here if I know what topic I'd like to search within, or I can come down to all databases and expand that according to find a specific database, I'm looking for. 105 Gena Cox 00:28:21.360 --> 00:28:37.480 So, for example, if I know my search is related to science, I can come to the science group here and expand that, and I can select all in group or I can pick and choose, I want to search. 106 Gena Cox 00:28:39.280 --> 00:28:46.800 Once I select the database, I'd like to utilize. I then return to the top of the page and click save changes. 107 Gena Cox 00:28:50.800 --> 00:29:09.360 And we now see that the new databases surface here in the searching accordion. So I know it will now be applied to the search. I'm about to conduct now. I also have the ability to click reset, which would return me to my default search settings now, database groups. 108 Gena Cox 00:29:09.640 --> 00:29:27.200 Seen here are completely customizable. I've often seen academic libraries create groups based around majors around different schools such as your law school and business school or medical and nursing. So feel free to play around with these and really customize them to whatever the needs are of your users. 109 Gena Cox 00:29:31.760 --> 00:29:49.040 So here we can see example of how I went ahead and set up my database groups on the left, We have a view from, within service configuration under the Medicearch content tab. Now I have the ability to create a group. Can see here? I can. 110 Gena Cox 00:29:49.840 --> 00:30:09.520 Anything I'd like, and then I can bundle any of my databases into that group and my example here I've created a group that I've called Quick Search and I've bundled some of the more popular databases for easy access beneath that we also see. I created a group called Art and Design Education and so on. 111 Gena Cox 00:30:10.200 --> 00:30:25.880 On the right of the screen here we see that database view again. I'll bring up Discovery so we can see it here, and these are all those groups that I went ahead and created here and here's that quick search and how that surfaces in real time. 112 Gena Cox 00:30:39.080 --> 00:30:50.440 All right, so once I have my indexes and search terms entered my search tools applied in the way that I like, and I have my desired databases selected. I can then go ahead and click search. 113 Gena Cox 00:30:53.280 --> 00:31:12.360 Once the search is placed, you'll notice, I have a call out of the resulting search box here, what I want to highlight is that once you place your search from the advanced search screen discovery essentially takes what you entered and formats it into a search string as we see here. So if you are comfortable using search strings and. 114 Gena Cox 00:31:12.360 --> 00:31:32.840 And forming them yourself. You can also enter that search string directly into that search box and receive the exact same result. So here we see that I search for the keyword philanthropy, the subject phrase, nonprofit organizations and I also have specified that I'm looking for articles and notebooks. Now this leads us into. 115 Gena Cox 00:31:33.120 --> 00:31:36.960 Ans and Wildcards, which I want to briefly touch on next. 116 Gena Cox 00:31:40.360 --> 00:31:58.440 So for those who are comfortable with bullying operators and wild cards, truncations and so on bear with me for the next minute or two. I always want to give that little discreamer, but for those unfamiliar, I have a few examples here to look at. We have bully in searches first like, and, or, and not. 117 Gena Cox 00:31:58.440 --> 00:32:18.920 And using, and will narrow your results because both terms must be present using or will expand your results because either term can be present now wild cards can be used for a variable character, for example, we have a wild card in the word organization where the z would be in. 118 Gena Cox 00:32:18.920 --> 00:32:39.400 American, English and this is important when trying to capture British spelling as well using that wildcard means that the spelling using the Z or Z or the S- would return results truncation searches allow for variable in additional endings towards to surface results. 119 Gena Cox 00:32:39.440 --> 00:32:55.880 Having that asterisk wildcard at the end of traffic regulate means that I could get results for either traffic regulation traffic regulator and so on again, feel free to try these out in discovery, use these manually in your searches. 120 Gena Cox 00:32:57.960 --> 00:33:02.720 And we're gonna throw it here to one last poll. 121 Gena Cox 00:33:06.920 --> 00:33:24.840 And you should see that open for you, which two search tools are always available. If a year in location material and language, your publication and open access again, remember when we talked about this, I gave you example of language being that filter being. 122 Gena Cox 00:33:27.560 --> 00:33:45.320 To search within a database that only contains one language. So then perhaps that language filter may not surface because discovery understands that it is possibly not relevant or not useful in the search that you're conducting, but some of these will remain static. 123 Gena Cox 00:33:48.520 --> 00:33:54.280 And while you're thinking about that, if you have any questions so far, feel free to pop them in the chat. 124 Gena Cox 00:34:12.200 --> 00:34:15.280 All right, we're gonna go ahead and close the poll. 125 Gena Cox 00:34:17.960 --> 00:34:37.159 And that answer was OOP year and location, and we had a few folks choose year of publication and that's rude of me to put a trick one in there because it sort of sounds the same when you're just listening to someone's voice, but I'm sure you knew what it was. It is year and location. 126 Gena Cox 00:34:39.320 --> 00:34:43.000 Those two are always going to be static in your search tools. 127 Gena Cox 00:34:48.679 --> 00:35:05.320 All right, so we are just checking along here today. Let's keep on going. So we've placed a search. We've put some parameters on it in the advanced search and we now have our results set to look at. This is the exciting part and we're gonna go back to filtering. So. 128 Gena Cox 00:35:05.360 --> 00:35:25.800 Remember I said, I think of search tools as the pre- filter filter. So here we can see that we have the ability to apply filters onto already filtered results. So in this example, I use the advanced search screen to search for the subject term, Ohio and use the Bullean operator and, and then. 129 Gena Cox 00:35:26.440 --> 00:35:43.240 My search tools material type as map. You can see that up here in that search bar of the screenshot labeled number one. So this means my results are going to return any map that references the state of Ohio as a subject. 130 Gena Cox 00:35:45.040 --> 00:36:05.360 Now once I get my results screen that we see here to the left labeled number two, my material type filter is already narrowed to just the map material search tools, did that pre- filter for me because I told it what I was looking for and that I wasn't interested in any of those other material types. 131 Gena Cox 00:36:07.480 --> 00:36:25.960 So this means that I have the ability to filter down even further and select e- map for example. Now this is just an example here of how the item selected using the advanced search screen. Create almost a new foundational search for you, and then you have the ability to still go in and continue Refin. 132 Gena Cox 00:36:26.280 --> 00:36:29.200 As you go along after you place that search. 133 Gena Cox 00:36:32.360 --> 00:36:50.920 And then again, we just have some reminders here about our indexes, keyword material type, the colon and so on, and if you are, again, one of those folks that feel comfortable just typing out your search strings, you could go ahead and type out that exact same search string and get those same results with. 134 Gena Cox 00:36:50.920 --> 00:36:53.480 Without using the advanced search page. 135 Gena Cox 00:37:00.520 --> 00:37:20.360 And we spoke about database selection on the advanced search screen. Let's talk about it one more time here the database is being searched on the advanced search screen. Also carry over here to our search results page and can be toggled on or off as a user's discretion. However, you'll notice in this example, there. 136 Gena Cox 00:37:20.440 --> 00:37:40.840 This white bar at the bottom of the screenshot here, and this is where your remote databases will surface is if discovery finds relevant matching content within them, so these remote databases sometimes require authentication to access and if so they'll exhibit a little lock icon on them to let us know that the user needs to be signed in. 137 Gena Cox 00:37:40.880 --> 00:37:56.400 But this is a great way to surface these here for us often we're paying for this content. We're subscribing to these databases, so we want our users to take full advantage of it, and to know when those databases contain information that's relevant to their search. 138 Gena Cox 00:38:03.240 --> 00:38:23.080 Another thing you may have noticed about our search results through the session is the presence of these highlighted terms. These are our search relevance indicators that live in our results set. So when we're actually placing our search, our results are going to locate those search terms and our results and highlight them for us, so we can. 139 Gena Cox 00:38:23.720 --> 00:38:28.640 Where that result is coming from and where in the record those terms were picked up. 140 Gena Cox 00:38:31.400 --> 00:38:50.600 And this like, most things is configurable and service configuration under search settings where we've been working today. We see under the search default section, we can toggle on or off the display of those indicators Again, I'll show that again that indicator just being that yellow highlight. 141 Gena Cox 00:38:50.640 --> 00:38:52.160 Under the term. 142 Gena Cox 00:39:00.200 --> 00:39:14.960 Also on our results, we have the link to view the additions and formats of this work. We talked a little bit about that as well at the beginning of the session. This link would take us to that view of all those additions, ungrouped for us to look through. 143 Gena Cox 00:39:21.320 --> 00:39:41.800 Now if this is something that you'd like to opt, not to display, you can simply toggle that link off to remove it from the brief view of the, the representative record and that is under the search settings and search results settings area of the service configuration again, by toggling that off, we would remove this worldwide editions and format. 144 Gena Cox 00:39:42.120 --> 00:39:44.360 Followed by the view, all hyperlink. 145 Gena Cox 00:39:53.960 --> 00:40:11.880 And finally, I want us to take a quick look at the actual results page in this example, I've searched for and received a result for the Dutch house, a title by Anne Patchet and once you have your results, I wanted to just illustrate how much of this is actionable. So for example, here you can see, I've pulled out the author line. 146 Gena Cox 00:40:11.880 --> 00:40:29.320 And if you were to click on and patchet's name here, you can see these are hyperlinked to indicate that they are actionable. So let's pretend we're clicking on the author's name. you'd then be taken to a new search using that author index and her name as the search term. 147 Gena Cox 00:40:31.760 --> 00:40:40.560 Now, instead of her name, if we were to click the title itself, it would take us to the title, the item detail screen for that title. 148 Gena Cox 00:40:46.480 --> 00:41:02.480 And we have that show more link if we go ahead and click that to expand it. We'll see all of the fields here, and this screen actually marks the end of our searching actions and we'll pick up in the next class, which is world CAT discover. 149 Gena Cox 00:41:02.640 --> 00:41:22.960 Interface features where we'll look at how a user goes on to interact with discovery such as what you see here on the item details and actually getting a hold of this item, which would be the next steps in that process there, Do we have, we have a little bit of time we did brief through. Does anyone have any questions about anything we covered today? 150 Gena Cox 00:41:25.520 --> 00:41:30.320 If not no pressure, but I just want to give that moment for those who may. 151 Gena Cox 00:41:54.320 --> 00:42:12.240 All right, well that concludes this session. I want to, thank you for attending this class on searching fundamentals in world Cat discovery and let me go ahead and bring up the screen for you, if you have any questions that were not covered by this class, or you need any assistance. 152 Gena Cox 00:42:12.480 --> 00:42:32.720 Support please visit help dot OCLC- dot org and use the link at the top that page to open a support ticket and get that answer. We have some wonderful support staff in our customer support division that are just ready and waiting to answer any questions you have or get you set with whatever configurations you might have questions about. 153 Gena Cox 00:42:34.000 --> 00:42:45.000 And I'm gonna go ahead and stop the sharing here and I'm going to pop a link into our chat. 154 Gena Cox 00:43:04.080 --> 00:43:22.000 All right, so I'm gonna throw this link into the chat here for you, if you don't see that, or if you can't access it don't worry you are going to receive a follow- up email after the class has ended in about an hour or so, and that will have a link to the recording as well as. 155 Gena Cox 00:43:22.640 --> 00:43:41.560 To this learner guide as well. So I want to, thank you all so much for joining me today and I hope that wherever you are in the world, I hope you have a wonderful rest of your morning afternoon evening and we will see you in the next one. Thank you so much. Everyone, bye- bye.