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--- help:thesaurus:searching [2018/09/12 16:14] – jahnke
+++ help:thesaurus:searching [2018/09/12 16:21] (current) – old revision restored (2012/09/26 16:05) jahnke
@@ Line 1: / Line 1: @@
 ======CERL Thesaurus Help======
+===== Searching =====
+{{thesaurus11.png?200x100 }}To search for a name or title in the CERL Thesaurus, enter a search term into the search box and select the segments of the database you wish to search by ticking the boxes below the search box. You may search in more than one segment at a time. Searchable are name forms (in any word order), record identifiers (CT identifiers and other identifiers) as well as words and codes from the activity and geographic notes fields.
-==== Full text search ====
+The records that match your search terms are grouped according the database segments they belong to. I.e. when searching for //paris//, the capital of France will appear in the places section while Geneviève <de Paris> will appear in the persons section.
-{{ :resources:cerl_thesaurus:editing:search1.png?300|Search}}
-Probably the easiest approach to searching the CT is to use one or more terms in the full text search field. A full text search in the new environment will typically yield more hits than in the previous system, due to different indexing principles applied to the data. (To let your search mimic the behaviour of the old system, see below.)
-As a default your search result will be grouped the types of entities it contains: Corporate Names, Imprint Names, Places and Persons. Each group will display the first 25 hits and a link to the full set, if available.
+Click on a record to display the full information or click on the clipboard symbol to add that record to your [[#clipboard|clipboard]] in order to consult it at a later point in time or download it.
-You may click a heading in these list to access the full record.
-Clicking on "Show all ... records" will present the records of that set in a list that can be paged through using the buttons at the bottom of the page.
+Clicking **More Search Options** opens an extended form from which you may select even more categories to search in. (You may close this form by clicking "Fewer Search Options".)
-To bookmark a record, click the bookmark icon in the top right corner of the record. You can access your bookmarked records from the item "Bookmarks" in the top navigation bar.
+The use of **Boolean search operators** is not supported. If you enter more than one search term, the system will combine them by a logical //AND//. Phrase search is not supported either. For searching an exact name form, use the [[#browsing|index browse lists]].
+Right **Truncation** is possible by adding a question mark (**?**) to the search term.
-==== Limiting and sorting your search results ====
+You may **sort** your search results either alphabetically or chronologically. Please note that records without biographical dates will sort at the end of a set when chronological sorting is applied.
+You may always **return to your last search result set** by clicking //Search// in the navigation bar on the right.
-If your search yields too many hits, you can reduce the size of your resultset using one of the limiting options in the right column of the result screen.
+===Examples of searching for names===
+==(Personal or Imprint names)==
-The option "Search for names only" will limit your search to the headings and variant names fields of a record, thus emulating the search behaviour of the old CERL Thesaurus web interface.
+**1.** Forms used as entry forms by one of the contributing libraries are indexed as they are, without any further additions etc. For example:
+<code>
-{{ :resources:cerl_thesaurus:editing:search2.png?300|Search}}
+	budapest
+</code>
-The limit "by feature" option allows you to select those records from the current sets that contain either provenance information, Links to the printers' devices or images (portraits). The number in parentheses indicates the size of the resultset after applying the limitation. You may also limit your result by the gender of the described person (persons and imprint names).
+or
+<code>
-The search results are by default sorted alphabetically. If you want to consult them in chronological order, you may do so by clicking "chronologically (earliest first)" or "chronologically (latest first)" from the "Sort your result" section below the Limit options.
+	ribalta, francisco
+</code>
-==== Using search keys ====
+\\
+**2.** Variant or fictional name forms are followed by an equals sign and the first (in alphabetical order) heading form. For example:
-You may formulate more complex queries using the following search keys in the search box. A search key must always be followed by a colon and the value you are searching for without any blanks. You may also use parentheses and the Boolean operators AND, OR and NOT (note that the Boolean operators must be written in capital letters).
+<code>
+	zagrabia = agram
-Truncation is possible by adding an asterisk (*) to the search term. To search for phrases, put those in quotation marks (").
+</code>
+or
-|address|search within the address of an entity \\ ''address:"Kerk-straat"''|
+<code>
-|corporateName|search only within the names (headings and variants) of corporate entities \\ ''corporateName:university''|
+	ribadeneira, petrus = ribadeneyra, pedro
-|dedup|search for records marked for deduplication (see below) \\ ''dedup:cnl''|
+</code>
-|external_id|search for IDs from external files \\ ''external_id:gnd'' or ''external_id:(gnd 1029934118)''|
+==(Personal names only)==
-|feature|search for records with certain features \\ ''prdv'' Printers' Devices \\ ''prov'' Provnance Information \\ feature:prdv |
+**3.** A name form comprising non-sorting elements will be indexed [a] without the non-sorting elements, [b] with the non-sorting elements as a part of the first name and [c] with the non-sorting elements as a part of the last name. For example:
-|gender|search for persons or printers by their gender \\ ''a'' female \\ ''b'' male \\ ''u'' unknown \\ ''gender:a''|
+<code>
-|id|search for a CERL Thesaurus ID \\ ''id:cnc00006222''|
+	bergen, paulus
-|imprintName|search only within the names (headings and variants) of printers etc. \\ ''imprintName:sermartelli''|
+	bergen, paulus von
-|last_changed|search for records last changed at a certain date or within a certain time period \\ ''last_changed:[2017-12-01 TO * ]'' all records changed at or after Dec, 1st 2017|
+	von bergen, paulus
-|name|search only within name fields \\ ''name:hamburg''|
+</code>
-|note|search only within note fields \\ ''note:printer''|
+**4.** Names containing additons (filing qualifiers) are indexed with the addition following the name and without. For example:
-|placeName|search only within the names (headings and variants) of places \\ ''placeName:hamburg''|
+<code>
-|personalName|search only within the names (headings and variants) of persons \\ personalName:aristoteles|
+	parker, matthew archbishop of canterbury
-|record_flag|search for records bearing a specific marker \\ ''record_flag:ba18''|
+	parker, matthew
-|related_to|search for records that link to the given record id. There is a number of search keys that allow for more detailled searches for certain relationship types, which are not listed here. \\ ''related_to:cnl00032270''|
+</code>
-|sign|search within the sign/marks/devices fields \\ ''sign:tortuga''|
+**5.** Names that consist only of a single name form (i.e. the first name) and an addition to the name or a filing qualifier will be indexed with and without the addition and - unless the addition contains a numeration of any kind - with the addition in the place of the last name. For example:
-|type|search for a certain record type \\ type:cnp|
+<code>
-|year_end|search for entities whose activity or existence ended before, in or after a certain year \\ ''year_end:>1800'' \\ year_end:<1500|
+      >100 johannes
-|year_start|search for entities whose activity or existence started before, in or after a certain year \\ ''year_start:[1530 TO 1560]''|
+johannes damascenus
+damascenus, johannes
-a complete list of available search keys can be found here: [[indexing]]
+</code>
-==== Working with the Search History ====
-The last 20 searches you have performed (or records you've consulted in full display) are recorded in your search history and can be seen from the item "History" in the top navigation bar. You can go back to a particular search or record by clicking on the query or record id.
-The search history is associated with the current session. If you don't do anything in the web interface for more than two hours, logout or if you clear your browser cookies, the session will be terminated and the search history will be no longer available. Data associated with terminated sessions is deleted from the server after 24 hours.
-==== Browsing alphabetical indexes ====
-{{ :resources:cerl_thesaurus:editing:browse.png?300|Browse}}
-You may search for names of places, corporate bodies, printers, persons and entities for which provenance information is available by using alphabetical browse lists. They are available from the item "Browse" in the top navigation bar.
-Select an alphabetical browse list from the dropdown and type the first few characters of your search term into the field next to it and hit "Browse" to open the list at the desired position. To go to the previous or next section of the list, use the navigation buttons at the bottom of the page.
-The number at the left of each entry indicates the number of records that hold the particular name form. Clicking on the entry itself will trigger a search and present the records.
+-> [[http://thesaurus.cerl.org|Back to the CERL Thesaurus web interface]]

help/thesaurus/searching.txt · Last modified: 2018/09/12 16:21 by jahnke