General
Refine search Dialogue redesigned
The Refine Search dialog in all domains has been redesigned. In certain domains, the content of the Refine Search dialog has also been reviewed.
- In the Titles domain, enter a search term for the Title (first few words) e.g. time management.
- On the right, click Refine Search.
- OLIB displays the Titles Domain Refine Search dialog:
Fields are now listed in two columns:
- General Fields
- Date Fields
There is also a Search Fields box - Use this to type part of a field name, e.g. op to navigate directly to that field to filter on it. For example:
Note: The Search Fields box is only shown if there are more than 15 fields listed in either column.
Linked Domains drop down - The Linked Domains have been moved from the right-hand column to an initially collapsed list accessible by clicking on Linked Domains.
If you enter text in Search Fields that is not found on the main fields, OLIB automatically searches for it in Linked Domains and shows matching fields below:
Include / exclude fields from refinement dialog
The system administrator can control what fields are available for filtering in the Refine Search dialog (including the Linked Domains). This is now manageable through the Enable Filter flag on the attribute record:
- Go to Admin Client Configuration.
- In the Attributes domain search for the Attribute (e.g. search by Attribute Description).
- In the Attribute Details set Enable Filter = No (Yes/NULL allows filtering).
- Save changes.
Note: for the changes to take effect you need to rebuild OLIB Web.
Changes to search refinements
Several new options are available when refining searches.
Text Refinements
To obtain the text refinements:
- Search for the items and click Refine Search.
- In the Refine Search dialog, select the text field you want to filter on, e.g. Series.
- OLIB displays the refinement options next to your search criteria:
Option |
Description |
Similar to |
This option has been amended to be not case sensitive. This was always the situation for fields that are normalised, but it has been extended to all fields. This change may have a noticeable performance impact. Contact OCLC Support if there is a requirement for a refinement on a particular field that is causing a problem. |
Equals |
This option remains unchanged – a case sensitive match on the entire value. |
Begins with |
This option provides the same functionality as given by “Similar to” prior to Service Pack 11 – a case sensitive match on the start of the text. In many cases this option will perform significantly better than “Similar to”. It is therefore highly recommended that this option be chosen for Saved Searches. |
Not equals |
This option remains unchanged – a case sensitive match on the entire value to exclude results. |
Coalesced |
This is a new option intended to facilitate refinements for fields that contain data such as telephone numbers, postcodes or other code values. It will carry out a case insensitive match on only the letters and numbers entered. For example, “01142677502” will match “(0114) 267-7502”, and “s14lw” will match “S1 4LW”. |
Between |
This is a new option – a case sensitive match to facilitate a range search. This option can be useful, for example, to limit a title search to titles that have a copy record with a shelfmark between the two values entered. The match is inclusive at both ends of the range. For example, specifying between “123” and “456” will include both “123” and “456”. However, it will not include “456.7” |
Before |
This option remains unchanged – a case sensitive match to facilitate an open- ended range search. |
After |
This option remains unchanged – a case sensitive match to facilitate an open- ended range search. |
Select List Refinements
An improvement has also been made to the Select List Refinements box.
- Search for the items and click Refine Search.
- In the Refine Search dialog, select the field you want to filter on, e.g. Media Type.
- Click the Select Items icon.
In the Select List Refinements box, all refinements are shown:
A new Search List box is now available to search long lists. Enter a few letters / words to obtain a sub-set:
Optionally you can also use Select/Deselect All buttons.
The Select All and Deselect All buttons act only on the items that are visible. Selections are preserved even if the item is not visible. The user can therefore search for e.g. John, click Select All, search again for Smith and click Deselect All. This will result in a list of values containing John, but not Smith.
Modify from the Hitlist
A new option has been included on the hitlist to enable you to modify the selected record straight from the hitlist, rather than having to display the record details screen first and then click Modify Record.
The hitlist now includes the Modify this record icon to the right of the record’s checkbox for records that the user is allowed to edit. For example:
ISBN conversion can be included in the Keyword Index
Depending on the Show Equivalent ISBN setting in OLIB Defaults (user the Cataloguing heading)
the ISBNs will be displayed on a Titles record as ISBN (EAN) or EAN (ISBN) depending on which was entered first.
Note: OLIB will still do this conversion in the database, regardless of whether you have this setting enabled.
It is now possible to search via ISBN or EAN, (10/13 digits) in the Keyword Index also. This is not dependent on the Show Equivalent ISBN being enabled.
Any keyword indexes which include ISBNs at the time of the upgrade will be automatically updated to incorporate this change so that you can search using 10/13 numbers.
To include ISBN 10/13 conversion in the Main Word Index
In this example, the ISBN conversion searching is being applied in the Main Word Index. For example, if ISBN is not included in the index and you now want to include it, you will need to check that the following are in place and then rebuild the Keyword Index.
You are advised to rebuild the Keyword Index only at a time when there is likely to be limited use of OLIB.
1. Go to System Administration> Keyword Indexes. In this example, you would locate Main Word Index. Check that the list of Attributes for indexing includes TITLEISNS_ALL.
2. Go to the hitlist view, select the index and from Other Actions choose Build Index.
After the index has built, when you next log in to OLIB Web or Folio, a Keyword search on either 10/13 digits will retrieve the Title record: