Search Manual allows you to find records in Z39.50 catalogues that Search Auto could not find or to refine the results so that a routing list can be built. The conditions for moving a request from Search Auto to Search Manual are outlined in the table below:
A request moves to Search Manual when: |
Notes |
---|---|
No catalogue matches are found for a book. | There may be an error in the citation that you must verify or the catalogs to which you are trying to connect may not have been available at the moment they were searched. |
Too many catalogue matches are found for a book. | The citation given may be too broad and require refining. |
Your library is set up to always bypass Search Auto. | Although not recommended, some institutions have decided to verify all incoming requests manually. In this case, all requests will still go to Search Auto but will end up in Search Manual for your review. |
They are rerouted there from the Review Queue. |
Note: If one of the above search criteria does not display, it may be that this option is not activated for the particular catalog Search Manual is searching against.
There are two selection boxes that can be applied to the search criteria:
There are also four Display Results options, which may be applied to the search results.
Although the display option may limit the number of results displayed, the number of records found display how many records were found by the search regardless of the display conditions. For example, if you select All Hits, the displays show 6 records, 3 monographs, and 3 serials. If you then select Serial Only, the display shows only 3 records but the number of records found still shows 6 records i.e. Displaying 3 of 6 records. The administrator may control the serials/monographs flag.
Also in the search criteria section are 4 buttons as follows:
Valid search criteria include the following:
Note: If one of these does not display, it may be that this option is not activated for that particular catalog. The administrator may modify catalog settings and Bib 1 attributes.
To look at the details of a record along with item level and holdings information
If you selected multiple records, scroll through the records by selecting the arrows at the top left of the window.
The details screen displays the following (depending on what is provided in the catalogue record):
Additional details for a displayed location may be available as indicated by the presence of a + sign immediately to the left of the location. Clicking the + sign will expand the location details. The display of item and Holdings level information depends on the mapping of Holdings level information configured in the Z39.50 catalog.
The current status section displays brief information about the existing conditions of the search.
Field | Description |
---|---|
Search status |
Displays one of four messages:
|
Number of records found |
Displays either Retrieving n records or Displaying x of y records once results are found. |
Request Number |
Displays the request number. For example, REG-10028724. |
Request Status |
One of the following letters display to indicate the current status of the request. R: The request was resubmitted from the Review Queue. Search Auto has assigned a status of: F: Full Search. Q: Quick Search. V: Search Review. |
Total Requests in Queue |
Displays the number of requests in the queue and where you are. For example, 2/5. |
The Search Manual window is divided into four main sections: request information, search criteria, current conditions & the results. Displays the requested title, author, and publication information that the requester submitted. Although this information may not be modified from here, you may copy these fields to use as search criteria.
Displays the requested title, author, and publication information that the requester submitted. Although this information may not be modified from here, you may copy these fields to use as search criteria.
Limited Bibliographic information from the request displays to help you make a decision about which is the correct record from the catalog to use:
Field | Information displayed | |
---|---|---|
Journals |
Title |
Title & subtitle |
Author |
Author |
|
Publication Info |
Volume issue & publication date |
|
Books | Title | Title & subtitle |
Author | Author | |
Publication Info | Publication place & date, Publisher name |
Note: More bibliographic information provided by the requester may be displayed by clicking View Request.
Displays the configured catalogs on separate tabs, along with the results. The administrator may configure the catalogs/tabs that display. See Configure catalogues for more information.
Displays the results of the Search Auto application as catalogs on separate tabs, along with (n) displaying how many records were retrieved from Search Auto. The catalog names are preceded by one of the following symbols to define the current state of the catalog connection:
When a search displays results from the selected catalog, they display below the catalog tabs. For each record found, Bibliographic information including the Author, Title, material Format, and Publication display.
Field |
MARC21 tag & subfield displays |
---|---|
Author |
100 $a |
Title |
245 $a $b $c $n $p |
Format |
header |
Publication |
260 $a $b $c |
You may select one or more records from the results. This selection allows you to view details for the records to help you decide whether to include these in your routing list.
Once selected, any records that are included in the routing list display a number to the left of it indicating the number of chosen Holdings added to the Routing list.
If there are more catalogs configured in Search Manual than in the Search Auto application, the results displayed will be zero for these additional catalogs and you have to manually search these catalogs.
The tab for the catalog that generates the best results displays in the forefront if multiple catalogs include the primary catalog.
A maximum of 10 tabs display at once.
To modify the catalogs/tabs that display or to add other catalogs, ask your administrator. See Configure catalogues for more information.
The search criteria section provides you with valid fields which may be used when searching the catalog for a match. The search criteria section provides you with valid fields which may be used when searching the catalog for a match. Provides you with valid fields which may be used when searching the catalog for a match. You may also click Search, Clear the criteria, go to the Previous criteria or Reset the original criteria.
Valid search criteria include the following. If one of these does not display, it may be that this option is not activated for that particular catalog. The administrator may modify catalog settings and Bib 1 attributes.
There are two selection boxes that can be applied to the search criteria.
There are also four Display Results options, which may be applied to the search results.
Although the display option may limit the number of results displayed, the number of records found display how many records were found by the search regardless of the display conditions. For example, if you select "All Hits", the displays show 6 records, 3 monographs, and 3 serials. If you then select "Serial Only", the display shows only 3 records but the number of records found still shows 6 records i.e. Displaying 3 of 6 records. The administrator may control the serials/monographs flag.
Also contained in the search criteria section are 4 buttons as follows:
Depending on the publication type for the material, either the View Book Details or Journal/Article Details window displays.
If you selected multiple records, you will be able to scroll through the records by selecting the arrows at the top left of the window.
Additional details for a displayed location may be available as indicated by the presence of a + sign immediately to the left of the location. Clicking the + sign will expand the location details.
The display of item and Holdings level information depends on the mapping of Holdings level information configured in the Z39.50 catalog.