Internet Module

 

 

Introduction. 3

The User Interface. 4

Upper Banner. 4

Search Toolbar. 4

Main Screen - Main Part 5

Left Side Menu. 5

Right Side Menu. 5

Limit Your Search Window.. 5

Logging In. 5

Logging Out 5

Search Queries. 5

Global Search. 6

Search For. 6

Search Option. 6

Simple Search. 6

Search Profile. 7

Search For. 7

Search Option. 7

Fields to Search. 7

Content Language. 8

Databanks to Search. 8

Complex Search. 8

Search Profile. 9

Search For. 9

Content Language. 9

Sort Options. 10

Boolean Terms. 10

Databanks to Search. 10

Search Query Elements. 10

The Search String. 10

Operators. 10

Linguistic Search Functions. 13

Literal 13

Exact 13

Begins With. 13

Etymological Root 13

Synonyms. 14

Phonetic. 14

Fuzzy. 14

Linguistic Search Function Comparison. 14

Other Search Capabilities. 15

Global Search. 15

Searching Attached Documents. 15

Searching By Period. 15

Displaying the Search Results. 15

The Search Results List 15

Browsing the List 16

Sorting the List 16

Determining the Display Style. 17

Displaying an Item.. 17

Viewing an Exhibition. 18

Printing the Search Results. 18

My Card. 18

Personal Details. 18

Loans. 19

Renewing a Loan. 19

Loans History. 19

Requests. 19

Password. 19

Basket ........ 19

Adding an Item to the Basket 20

Viewing the Basket 20

Ordering Items from the Basket 20

Removing Items from the Basket 20

Saved Search Queries. 20

The Queries Menu. 20

Running a Search Query. 20

Saving a Search Query. 21

Deleting a Personal Search Query. 22

Cataloging in the Internet Module. 22

Cataloging Tools. 23

The Actions Menu. 23

Add Item.. 23

Delete Item.. 23

Recent Items. 23

The Options Drop Down Menu ........ 23

Insert 23

Delete. 23

Translation. 23

The Magnifying Glass ..... 24

Expanding / Collapsing Collection Fields. 24

The Language Drop Down Menu. 24

Adding a New Item.. 24

Editing an Item.. 24

Deleting an Item.. 24

Deleting an Item from the Search Results List 24

Deleting an Item from the Item Card. 25

Deleting an Item from the Item Display. 25

Printing an Item.. 25

Viewing and Writing a Review.. 25

Writing a Review.. 26


Introduction

 

The Internet module is used to search the catalog and catalog off-site. Searches in IDEA@ALM are performed by the advanced search engine dtSearch, which was customized for work with the IDEA@ALM databases.

 

The standard search methods are Global, Simple and Complex. Searches may also be performed by running previous queries that were saved.

 

 

Use one search string to search for one or more values in all of the system without filtering or selecting databanks. Use parts of words, operators and linguistic search functions.

Global Search

Use one search string to search for one or more values in a number of fields in selected databanks. Use parts of words, operators and linguistic search functions.

Simple Search

Use one or more search strings per field to search for one or more values in a number of fields in selected databanks. In addition to parts of words, operators and linguistic search functions for each field, use Boolean operators on all fields and determine the sorting order of the search results.

Complex Search

This is an SQL search that is run on the itemís main fields. It is mostly used by online catalogers. Contact the IDEA support team for more details.

Basic Search

Save queries for reuse. Queries saved at the system administrator level can be run by all users. Queries saved at the user level can be run only by the specific user. Available for all three search methods.

Saved Queries

 

 

The first part of this chapter provides an overview of the Internet module user interface. Next instructions are provided for logging into and out of the system, and user levels are explained.

 

The Search Queries section explains how to define search queries for each search method. The Search Query Elements section gives in depth details about the elements of the search query, including operators, linguistic search functions, sorting, and other search capabilities. The section ends with a comparison of search functions. The next section deals with the display of the search results, including the search results list; displaying pictures; displaying and updating items from the search list; and printing.

 

The My Card section explains how the client can keep track of loans and orders, extend loans, and change the password. This section includes the Basket subsection which presents instructions about managing the basket and ordering items.

 

The Saved Search Queries section explains how to save queries and how to run saved queries.

The final section presents instructions about cataloging in the Internet module, including the cataloging tools used in the module and adding, editing, deleting and printing items.

 

The User Interface

The Internet module user interface is comprised of an upper banner, search toolbar, and the main screen which is divided into three parts: the main part which is used to define search queries, display results and perform other actions; the left side menu which includes Actions, Queries, Tabs, My Card and More Options; and the right side Results Related to menu, which is only active when search results are displayed. In addition, the Limit Your Search window is available on the right of the screen when defining Simple Search and Complex Search queries.

 

 

Upper Banner

 

 

The upper banner is used to log in and out of the system, determine the interface language and display the user name and to whom the system is registered.

 

Search Toolbar

The search toolbar is used to select the type of search query and to invoke the help file.

 

 

Main Screen - Main Part

This part of the screen is used to define search queries, display search results and catalog items. See the sections Defining the Search Query, Displaying the Search Results and Cataloging in the Internet below for complete details.

 

Left Side Menu

The left side menu includes Actions, Queries, My Card, Tabs and additional options. The menu entries are context sensitive and depend on the action that is being performed in the main menu and the userís access permissions.

 

Note: The menu entries on the left side menu are determined in Maintenance / Internet Menus Definition. See the Maintenance chapter for more details.

 

Right Side Menu

The right side menu is active when search results are displayed in the Records View and the Table View. It includes the Results Related to list which includes all the subjects that are linked to items in the search results and the Additional Subjects list which includes all the subjects that include the search value. All the items related to a subject can be displayed by selecting the subject.

Limit Your Search Window

The Limit Your Search window is active in the Simple Search and in the Complex Search. It is used to define the language of the items that will be returned in the search query and determine the databanks that will be searched. In the Complex Search it is also used to define the sort order of the search results and determine the Boolean operator that will be used on the search terms.

 

Logging In

Select Login from the upper banner. The login window will be displayed. Enter a user name and password and select Login. The user name will be displayed on the upper banner and the Login command will be replaced by the Logout command.

 

Additional entries, such as Actions and My Card, will be displayed on the left part of the screen, according to the userís access permissions.

 

There are various user levels, and the options and permissions available at each level, such as saving queries and cataloging items, depend on the system settings.

 

Note: It is also possible to use the Internet module as an anonymous user, that is, without logging in.

 

Logging Out

Select Logout from the upper banner. The user name will no longer be displayed on the upper banner and the Logout command will be replaced by the Login command. In addition, the entries on the left part of the screen will change, and only the Queries menu will be displayed.

 

Search Queries

 

There are three major types of search queries: Global Search, Simple Search and Complex Search. This section provides detailed instructions for each type.

 

Global Search

The Global Search performs a free search on all of the system without filtering or selecting databanks. This is a fast search method but not precise, since it retrieves all the instances of the word in all contexts.

 

 

Search For

Enter the search string in the Search For field. See The Search String section below for details about defining search strings.

 

Search Option

Select the linguistic function from the Search Option drop down menu. Linguistic search functions are used to search for words that are linguistically related to the word in the search string. This saves needing to manually enter all the possible forms of the word that is being searched. See the Linguistic Search Functions section below for an explanation of the various options.

 

Select Search. The search results will be displayed.

 

Note: Select Clear in order to empty the Search For field and restore the default value in the Search Option drop down menu without running a query.

Simple Search

The Simple Search performs a filtered search on selected databanks. One search string is used for selected fields.

 

 

Search Profile

Select the search profile from the Search Profile drop down menu. The search profile determines the fields that will be available for searching in the Fields to Search section, and the default databanks that will be marked in the Databanks to Search checkboxes in the Limit Your Search window.

 

Notes:

1.    Profile definitions are determined in Maintenance / Databanks on the Net / <select databank>. See the Maintenance chapter for complete details.

  1. The available databanks also depend on the userís access permissions.

 

Search For

Enter the search string in the Search For field. See The Search String section below for details about defining search strings.

 

Search Option

Select the linguistic function from the Search Option drop down menu. Linguistic search functions are used to search for words that are linguistically related to the word in the search string. This saves needing to manually enter all the possible forms of the word that is being searched. See the Linguistic Search Functions section below for an explanation of the various options.

 

Fields to Search

Mark the checkboxes of the fields to be searched. When the Global Search checkbox is marked, all the fields are searched.

 

Note: The fields to be searched are different for different profiles. The fields are determined in Maintenance / Databanks on the net / <select profile name> / Textual tab.

 

Content Language

Select the desired content language from the Content Language drop down menu in the Limit Your Search window.

 

Databanks to Search

Mark the checkboxes of the databanks to be searched, in the Limit Your Search window.

 

Note: The available databanks are determined according to the userís access permissions defined in Maintenance / Security Groups, and the setting of the Allow Search in Internet checkbox in Maintenance / Databanks on the Net / <select databank> / General tab. See the Maintenance chapter for more details.

 

Select Search. The search results will be displayed.

 

Note: Select Clear in order to empty the Search For field and restore the default values to the Search Option drop down menu, the Fields to Search checkboxes and the Limit Your Search window, without running a query.

 

Complex Search

The Complex Search performs a filtered search on selected databanks. A separate search string and linguistic function are used for each field defined in the search. Boolean operators are applied to all the fields searched, and the sorting order of the results list is determined.

 

 

Search Profile

Select the search profile from the Search Profile drop down menu. The search profile determines the fields that will be available for searching in the Fields to Search section, and the default databanks that will be marked in the Databanks to Search checkboxes in the Limit Your Search window.

 

Notes:

  1. Profile definitions are determined in Maintenance / Databanks on the Net / <select databank>. See the Maintenance chapter for complete details.
  2. The available databanks also depend on the userís access permissions.

 

Search For

For each field that will be used in the query, enter the search string in the box and select the linguistic function from the drop down menu. See The Search String section and the Linguistic Search Functions section below for more details.

 

Select More Fields to display additional fields that can be searched.

 

In some fields, such as Template and Multimedia Type, the search value is selected from a searchable list by selecting the magnifying glass icon next to the field.

 

In date fields, type in the date or select the Calendar icon and choose the date from the calendar.

Content Language

Select the desired content language from the Content Language drop down menu in the Limit Your Search window.

 

Sort Options

Determine whether the search order will be according to relevancy or according to a specific field. The default option for sorting the search results is Relevancy, which is the fastest sorting criterion. To sort by a field, select the field from the Sort Options drop down menu in the Limit Your Search window. The definition of the fields included in the Sort Options menu takes place before setting up the word index.

 

The sorting time depends on the number of items returned, and is usually negligible when this number is not large.

Notes:

1.    The search results list can be sorted using the Sorted By drop down menu. The Complex Search is the only search method in which the sort order can also be determined before the search results list is produced.

2.    The fields that are listed in the Sort Options and Sorted By menus are determined using Maintenance / Creating Textual Index / Build Index tab / Sort Fields button.

 

Boolean Terms

Select the Boolean term that will be applied to all the fields searched. The available options are And, Or and Not.

 

Databanks to Search

Mark the checkboxes of the databanks to be searched, in the Limit Your Search window.

 

Note: The available databanks are determined according to the userís access permissions defined in Maintenance / Security Groups, and the setting of the Allow Search in Internet checkbox in Maintenance / Databanks on the Net / <select databank> / General tab. See the Maintenance chapter for more details.

 

Select Search. The search results will be displayed.

 

Note: Select Clear in order to empty the Search For fields, and restore the default values to all parameters without running a query.

 

Search Query Elements

 

The Search String

The search string is the value or values that are entered in the Search For field. For example: computer* and (communication or Internet). The search string can contain whole words or parts of words, and operators.

 

Operators

The search string may contain operators such as or, and, not, and with. Writing the queries is similar to spoken language. The operators are written in the interface language, and the bracketing elements used are ordinary parentheses.

 

or

This is a Boolean operator. The result will contain all the items that include the search fieldís first value or the search fieldís second value. Example: A or B.

 

and

This is a Boolean operator. The result will contain all the items that include both the search fieldís first value and the search fieldís second value. Example: A and B.

 

not

This is a unary operator, meaning that it operates on one value only, the one immediately following. The result will contain all the items that do not include the value. Example: not A.

 

and not

This is a Boolean operator. It operates on the preceding and following values, and is a combination of and with not. The operators are used as in English: A and not B.

 

or not

This is a Boolean operator. It operates on the preceding and following values, and is a combination of or with not. The operators are used as in English: A or not B.

 

pre, pre/n

This is a proximity operator that defines the maximum distance between the two words that are being searched. pre generates results in which the first word occurs before the second. If no distance is defined the distance used is one word. For example, A pre B finds A B. A pre/2 B finds A C B and A B, but not B A or A C D B.

 

with, with/n

This is a proximity operator that defines the maximum distance between the two words that are being searched. with contains pre, but also generates results where the first word is after the second, provided they are within the specified distance. If no distance is defined the distance used is one word. For example, A with B finds A B and B A. A with/2 B finds A C B, A B, B C A and B A but not A C D B or B C D A.

 

~~

This is a range operator, which conducts the search over a range of values. For example, to find the items numbered 1 to 9, search for 1~~9 (the 1 is written first, even in languages that are written from right to left).The words must be written continuously, without spaces.Caution: an excessively wide search may take a long time!

 

?

This is a wildcard operator that replaces one character (excluding 0). For example, far will return far, fir, fur, etc. The wildcard may be placed anywhere in a word. However, words that start with a wildcard lead to a very slow search.It is advisable to avoid such searches, and use linguistic functions instead.

 

*

This is a wildcard operator that replaces one character or more (excluding 0). For example, f*r will return far, fir, fur, four, father, etc. The wildcard may be placed anywhere in a word. However, words that start with a wildcard lead to a very slow search.It is advisable to avoid such searches, and use linguistic functions instead.

 

Note: When searching for words that are also operators, such as not, the word or the sentence must be delimited with quotation marks. For example: to find an item containing the sentence One but not two, search as follows: One but ďnotĒ two, or ďOne but not twoĒ. Searching without quotation marks would not have found the item, since the word not would have been identified as an operator, and logically the item would not have fulfilled the query.

 

Phrases

As long as an operator was not written between two consecutive words, they are regarded as a phrase, and the only items returned would be those that contain them in the order in which they were written. In other words, searching for A B C will find items containing the phrase A B C, but not those that contain A, B and C separately.

 

It is not possible to search for characters that are not the following: letters, numbers, _, @. All other characters, except for the operators described above ~~ () * ?), are regarded as spaces. For example, U.S.A will be regarded as U S A).

 

Single and double quotes are removed completely when written in the middle of a word. For example it's is converted automatically to its during indexation.

 

Noise words

The dtSearch search engine defines certain words as noise words. These words are not indexed. They are removed from the search string and are regarded as spaces. Therefore, they cannot be searched for separately. The noise words are:

 

about

each

into

over

they

will

after

even

its

said

this

with

also

for

just

same

those

would

and

from

like

she

through

you

another

further

made

should

thus

your

any

furthermore

many

since

to

 

are

get

might

some

too

 

because

got

more

still

under

 

been

had

moreover

such

very

 

before

has

most

take

was

 

being

have

much

than

way

 

between

her

must

that

well

 

but

here

never

the

were

 

came

him

not

their

what

 

can

himself

now

them

when

 

cdata

how

only

then

where

 

come

however

or

there

which

 

could

I

our

therefore

while

 

did

indeed

out

these

who

 

 

Noise words can be indexed as regular words using the Maintenance sectionís Creating Textual Index option. This option opens the Create dtSearch Index window. Select the More Options button, enter your key, mark the Index Noise Words checkbox and select OK. The change will only take affect the next time you run a full index build.

 

It is recommended to consult IDEA@ALM support before making any changes to the indexing process and definitions.

 

Linguistic Search Functions

Linguistic search functions are used to search for words that are linguistically related to the word in the search string. This saves needing to manually enter all the possible forms of the word that is being searched.

 

In the Global Search and Single Search, select the linguistic function from the Search Option drop down menu. In the Complex Search, select the linguistic function for each search field, using the drop down menu to the left of the field.

 

The available linguistic search functions are:

 

Literal

This is the most basic function, with no search extension. It returns the items whose search value appears in the search field, whether as a single word or as a word within a string.For example, searching for the word Museum also returns Museum of Glass History or Public Museum. Search time: normal.

 

Exact

The search returns only the items whose value in the searched field is identical to the search value. For example, searching for the word Museum in the subject field returns only the items whose subject is Museum, and not those whose subject is Museum of Modern Art. Similarly, searching for Archive will not return City Archive. Search time: normal.

 

Note: When using the Exact function, it is not possible to use operators within the function (other than wildcards). In other words, searching for one or two will not return one or two, but only the complete term one or two.

 

Begins With

The search returns only items that begin with the exact search value. For example, searching for Museum returns Museum of Modern Art, but not Modern Art Museum. Search time: normal.

 

Notes:

  1. Similarly to the Exact function, it is not possible to use operators within the function (other than wildcards).
  2. The function searches for whole words, unless a wildcard was used. In other words, searching for head will not return header, since these are different words.
  3. This function can be used to return all the items in which there is any value in the required field, by searching for * only (this is the only function that allows such a search).Caution!An excessively wide search may take a long time!

 

Etymological Root

The search returns all the words that have the same lexical stem as the search value, in all the possible inflections (a lexical stem is a combination of a root and a construction: uniform and unified do not have the same lexical stem, but loyal and disloyalty do). The function is the main substitute for searches that contain the asterisk wildcard at the start of a word or at its end.Search time: normal.

 

Synonyms

The search returns all the synonyms of the search values, using the dictionary that was set up in the database and defined for the required field.Search time: normal.

 

Phonetic

The function searches by the conventional soundex algorithm, which returns all the similar-sounding words, sometimes a very large number. The search time may be long.

 

Note: An excessively wide search may take a long time!

 

Fuzzy

The search returns all the words that differ from the search value by one letter only, in any position.For example, searching for well returns wall, weld, and weal, but not walls (where the number of letters is different).The function is designed to overcome typing errors, or errors in retrieving texts from scanned documents (OCR), and is not recommended for regular use for other purposes on sites where there is a large database. Search time: long.

 

Note: An excessively wide search may take a long time!

 

Linguistic Search Function Comparison

 

Function

Sample search

Finds

And not

No. of results (compared with Literal)

Search time

Exact

Museum

Museum

Public Museum

Smaller

Normal

Starts With

Archive

Archive and Museum

City Archive

Smaller

Slightly longer than normal

Literal

Uniform

Large and uniform

Uniformity

-

Normal

Etymological Root

 

Uniform

uniformity

Unified

Larger

Normal (for the number of replies)

Sleep

Slept

Synonyms

Dog

Hound

Dig, Hounded

Larger

Normal (for the number of replies)

Phonetic

Turkey

Thrace

 

Larger

Long in English

Fuzzy

Button

Buttom, Buthon, But3on

Buttons

Larger

Long, sometimes very long

*

123*___

12345

0123

Larger

Long

*123___

2234523123

1234

Larger

Very long

Other Search Capabilities

 

The following search capabilities are available in the Simple Search and Complex Search.

 

Global Search

A search for one search value on all fields can be combined with searches for other values in specific fields. The Global Search field is used to search all fields. The global search is filtered by the databanks list.

 

All the linguistic functions, except Exact and Starts With can be used. The search time is normal, although the number of results may be relatively large.

 

Searching Attached Documents

This option appears in the search window as the search field Accomp. Material. The search is performed on the documents linked to IDEA@ALM items, and returns the relevant items. The search is performed on most commonly used document types.

 

It is not possible to use the linguistic functions Exact, Starts With, and Synonyms. The search time depends on the number of relevant documents, and may be long.

 

This search capability is not available as a default option, and can be obtained for an additional charge.

 

Searching By Period

If the Periods tab was defined in the item template, the search returns all items where some overlap is found between the range of years defined in the search value and the range of years defined in the item.

 

Displaying the Search Results

 

The Search Results List

Once the search query has been defined and the Search button is selected, the search is performed and the search results list is displayed in the main window. The search terms are highlighted in each item.

 

 

 

The Search results list is a list in every respect. It can be browsed and sorted. Items can be selected from the list for display or for editing (when logged in with a user that has cataloging permissions).

 

The right side menu is active when search results are displayed in the records view and the table view. It includes the Results Related to list which includes all the subjects that are linked to items in the search results and the Additional Subjects list which includes all the subjects that include the search value. All the items related to a subject can be displayed by selecting the subject.

 

Browsing the List

The search results are displayed in pages. The page numbers and the numbers of the items on the current page are displayed above the search results list. Select a page number to browse through the list.Use the scroll bar to scroll up and down the page.

 

Note: The number of records that will be displayed in a page is determined for eachprofile in Maintenance / Databanks on the Net / <select databank> / General tab / Batch Size Display in Search Results.

 

Sorting the List

The sorting order of the search results list can be changed after the search results are displayed. Select an option from the Sorted By drop down menu. The list can be sorted by relevancy or according to a specific field.

 

Note: The fields that are listed in the Sorted By menu are determined using Maintenance / Creating Textual Index / Build Index tab / Sort Fields button.

 

Determining the Display Style

The Search results list can be displayed in Records View , Album View , or Table View . Records View displays the item details next to the itemís image. Album View only displays the itemís title and image. Table View displays the item details in table format. Each row in the table includes details about one item. Select the view from the View Options that are on the bar at the top of the results list.

 

Note: The display format of the Search results list can vary, depending on the databank. See the Maintenance chapter for complete details about determining the display format.

 

Displaying an Item

To display an item from the Search results list, click on the itemís title or thumbnail. The itemís details will be displayed.

 

The search terms are highlighted in all fields in which they appear.

 

 

When an image is attached to the item the image will be displayed on the right. Select the Magnifying Glass icon to view the full-sized image.

 

Select More Fields to display additional details about the item.

 

The item details may include lists of links. Related Materials are multimedia links that are linked to the item. Select a link to view the multimedia object. Subjects are links to all the subjects that are linked to the item. Select a subject link to view all the items that are linked to the subject.

 

Notes:

1.    The initial item fields that are displayed are defined in the templateís Search Display tab. See the Maintenance chapter for complete details.

  1. The additional fields that are displayed by selecting More Fields are determined by the dw for Info field in Maintenance / Databanks on the Net / <select databank> General.

 

Viewing an Exhibition

When an item is defined as an exhibition and has attached exhibits, the exhibition icon will be displayed as the item thumbnail in the search results list and next to the itemís Related Materials links in the item display, and the exhibits can be viewed.

 

Select the exhibition from the Related Materials links. The iExhibitor application will be opened in a separate window. The exhibits will be displayed in the main window, and thumbnails and additional links will be displayed on the side. Browse through the exhibit by selecting the arrows, or select a thumbnail to view a specific item.

 

Items that include additional information have an Information icon above them. Select the Information icon to view the additional information.

 

Printing the Search Results

The search results list can be printed. The items will be printed with all the fields that are displayed in the results list.

 

Select the Print option from the More Options menu on the left. The results list will be displayed in a new window. Select Print. The Print window will be displayed. Select Print. The search results will be printed.

 

My Card

The My Card options enable the user to view personal details and circulation activities; renew loaned items; change the password; and order items. The client card is comprised of five tabs: Personal Details, Loans, Loans History, Requests, and Password.

 

Personal Details

The Personal Details tab displays the clientís details, such as name, address, e-mail address and registration date.

 

Note: Personal details are also displayed in the client notebook and the circulation notebook.

 

Loans

The Loans tab is used to display the list of items that are currently loaned to the client and renew loans. Overdue loans are indicated by the Overdue Loan icon on the right, whereas loans that are not due yet are indicated by the Loan icon on the right.

 

Renewing a Loan

Select the Extension link to the left of the item. If the item is renewable, the Due Date will be updated and the message ďLoan extension completed successfullyĒ will be displayed in the orange bar above the list of loans. If the item was overdue, the Overdue Loan icon on the right will be replaced by the Loan icon . If the item is not renewable a message will be displayed in the orange bar above the list of loans, and the due date will not be changed.

 

Notes:

1.    The Loans tab is also displayed in the client notebook and the circulation notebook.

 

Loans History

The Loans History tab displays information about items that were loaned by the client and have been returned.

 

Note: The History tab is also displayed in the client notebook and the circulation notebook.

 

Requests

The Requests tab lists the clientís orders (both pending orders, and orders that were already filled). The orders may have been placed by the client through the basket, or by a staff member through the circulation notebook.

 

Note: Requests are also displayed in the client notebook, the circulation notebook and in Circulation / Waiting List.

Password

The Password tab is used to change the clientís password. Fill in the fields and select Approve.

 

Basket

Items that are displayed in the search results list can be added to the userís basket from the search results list, and then ordered from the basket.

 

A basket icon is displayed next to each item in the Records View and the Tables View. Items that have already been added to the basket have an In Basket icon , and items that have not been added to the basket have a Basket icon .

 

Adding an Item to the Basket

Click on the Basket icon next to an item to add the item to the basket. The Basket icon will be changed to the In Basket icon and the item will be added to the basket.

 

Viewing the Basket

Select the Basket option from the My Card menu on the left. The basket will be displayed in the main window. The userís name is displayed at the top of the window. For each item in the basket, the itemís number, template and basket are displayed.

 

Ordering Items from the Basket

To order items from the basket, mark the checkboxes of the items to be ordered and select the Order button at the bottom of the screen. Items that can be ordered will be added to the Requests tab in the clientís card, and a confirmation that the request has been performed will be displayed in the basket under the ordered items. An error message will be displayed in the basket under items that cannot be ordered.

 

Note: When an item is ordered from the basket, the item will be added to the Orders tab in the client notebook and to the Waiting List in the Circulation section.

 

Removing Items from the Basket

To remove items from the basket, mark the checkboxes of the items to be removed and select the Remove button at the bottom of the screen. The items will be removed from the basket. Removing items from the basket does not affect the items or the client elsewhere.

 

Saved Search Queries

 

It is useful to save the definitions of search queries that are run often, so that they can be run quickly and consistently. Queries are saved from the main window, when the search query is defined. Queries are run from the Queries menu on the left. Search queries can be defined at two levels. Personal Queries are defined and saved by users. The queries are only available to the specific user. General Queries are defined and saved by the system administrator, and are available to users. Logged in clients may run both private and general search queries.

 

The Queries Menu

The Queries menu is comprised of three entries: General Queries, Personal Queries and Recent Searches. Recent Searches displays the last ten search queries. The General Queries is the only entry that can be available at the anonymous user level.

 

Running a Search Query

Select one of the query options from the Queries menu. The list of queries will be displayed. Select one of the queries from the list. The search query will be run and the results will be displayed.

 

Saving a Search Query

Select one of the search query types from the Search bar and fill in the query details. Select the Save Query button next to the Search button. The Save Query screen will be displayed.

 

 

Enter the query name in the Query Name field and an optional note in the Note field. Select an option from the drop down list in the Expiration Date field. Enter the type of query in the Type field, whether it is a private query or a public qeury. Select Approve. The new query will be listed in the Personal Queries list.

 

 

The expiration date may be changed by selecting the Scheduling icon and changing the value of the Expiration Date field.

Deleting a Personal Search Query

Select Personal Queries from the Queries menu. Select the Delete icon of the query to be deleted. A prompt will be displayed, verifying that the query should be deleted. Select Yes.

 

Cataloging in the Internet Module

The Internet module has the same cataloging capabilities as the Windows Cataloging module, although the user interface is slightly different. As in the Cataloging module, the available functions depend on the userís access permissions. New items are cataloged using the Add Item option in the Actions menu on the left. Existing items are edited using the Options drop down menu from the search results list. Both menus can be used for deleting and printing items.

 

There are two major differences between cataloging in the Windows Cataloging module and cataloging with the Internet module. First, the tabs that are used might be different. Second, in the Windows application, operations are performed at the tab level, whereas in the Internet module operations are performed at the row level.

 

For example, when adding a second author in the Windows application, a new line is inserted in the item notebookís General tab (using the Insert Line icon); then the Author field is selected from the Fields List to determine that the new line will be an additional Author line; and then the additional Author details are entered. In the Internet module, the Options icon next to the Authors line is selected, thus invoking an additional Author line; and then the additional Author details are entered.

 

The first part of this section presents the various tools that are used for cataloging in the Internet module. The second part explains how to add, edit, delete and print items. See the Cataloging chapter for complete details about cataloging items.

 

Cataloging Tools

 

The Actions Menu

The Actions menu on the left has the following options: Add Item, Recent Items, and Delete Item. The available options depend on the active main screen and the userís access permissions.

 

Add Item

Select this option to catalog a new item. See the Adding a New Item section below.

 

Delete Item

This option is only active when an item is displayed for viewing and/or editing. See the Deleting an Item section below.

 

Recent Items

The Recent Items option displays, in the results list, items that have been added during a defined number of days.

 

Note: The Recent Items option will display items that have been added or changed during the number of days defined in Maintenance / Configuration File / Databanks on the Net / Parameter 155 Ė Number of Days to Show Recently Added Items.

 

The Options Drop Down Menu

The Options drop down menu, to the right of the item, is used to insert and delete fields and their content, and to display the translations of a fieldís content. The available options are context sensitive and depend on the user access permissions. Invoke the menu by selecting the Options icon.

 

Insert

Insert an additional line of this field type.

 

Delete

Delete the content of the field.

 

Note: If the content is deleted from an additional line that was manually inserted, the additional line will be deleted only after the item has been saved and closed.

 

Translation

Display the translations of the fieldís content.

 

The Magnifying Glass

In fields that are drop down menus, the field content cannot be typed in. It must be selected from a list. Select the Magnifying Glass icon to display the available values, and click on a value to select.

Note: The list that is displayed is a code table. Values can be added or edited (according to user access permissions) by selecting the Options icon and selecting Add or Edit. If the Add option is not available, new values must be added using the Windows application.

 

Expanding / Collapsing Collection Fields

Collector fields will either be expanded or collapsed in the item card, depending on the system settings. Select the Plus sign on the left to expand the collector field and also display the collected fields, or the Minus sign to collapse the collected fields and display only the collector field.

 

The Language Drop Down Menu

For some tabs, such as General, Multimedia and Subjects, a language drop down menu will be displayed at the bottom left of the screen. Select a language to catalog the item fieldsí content in that language.

 

Adding a New Item

Select the Add Item option from the Actions menu on the left. A new item card will be displayed. Fill in the details and select Save. As with cataloging in the Windows application, The General tab must be saved in order for the other tabs to become active.

 

Editing an Item

From the Search results list, select the Options icon next to the item. Select Edit Item from the Options drop down menu. The item card will be opened for viewing and cataloging. Make the desired updates and select Save. Select Close to close the item card and return to the search screen.

 

See the Cataloging chapter for a complete explanation of item cataloging.

 

Deleting an Item

Items can be deleted from the search results list; from the item card (that is invoked by selecting the Options icon next to the item and then selecting Edit Item from the Options drop down menu); or from the item display (that is invoked by clicking on the title of the item in the search results list).

 

Deleting an Item from the Search Results List

From the Search results list, select the Options icon next to the item. Select Delete Item from the Options drop down menu.A prompt will be displayed, verifying that the item should be deleted. Select OK. The item will be deleted.

 

Deleting an Item from the Item Card

From the Search results list, select the Options icon next to the item. Select Edit Item from the Options drop down menu. The item card will be opened for viewing and cataloging.

 

Select Delete Item from the Actions menu on the left. A prompt will be displayed, verifying that the item should be deleted. Select OK. The item will be deleted.

 

Deleting an Item from the Item Display

From the Search results list, click on the title of the item. The item details will be displayed for viewing.

 

Select Delete Item from the Actions menu on the left. A prompt will be displayed, verifying that the item should be deleted. Select OK. The item will be deleted.

 

Printing an Item

From the Search results list, select the Options icon next to the item. Select Print from the Options drop down menu. The item details will be displayed in a new window. Select Print. The Print window will be displayed. Select Print. The item details will be printed.

 

 

 

Viewing and Writing a Review

 

The access to viewing and writing reviews is through the item in the Web interface. Items that are enabled for reviewing have an Average Rank field, both in the search results list (as displayed below) and in the item record. The Average Rank field both displays the itemsí ranking and serves as a link to the Reviews tab.

 

 

Select the Average Rank field.

 

All reviews of the item that have been approved by an authorized staff user are displayed in the itemís Reviews tab. In the example below, there are two types of reviews, users review and expert review, displayed in the Users Review subtab and the Expert Review subtab respectively. The number of review subtabs depends on the number of different types of review fields defined in the template.

 

 

 

Writing a Review

 

When the user is logged in and authorized to write reviews, the Add a Review button will be displayed to the right of the Reviews tab. Select the Add a Review button. The reviews window will be displayed.

 

 

Enter the review title and content in the Users Review (or Expert Review when writing an expert review) and Contents field respectively. Note that these two fields are marked with a red asterisk and are mandatory. Enter an optional rank in the Rank field. Select Save to save and submit the review.

 

Select Undo in order to clear the fields.

 

Select Close to close the Reviews tab without submitting a review.

 

The review will be added to the Reviews list, accessible through Administration / Reviews.. It will only be displayed for other users after it is approved by an authorized staff user as explained above.