Posts Tagged ‘faceted search’

Search limiters in Find it at Lincoln

Posted on October 11th, 2012 by Paul Stainthorp

Find it at Lincoln uses limiters to allow you to refine searches to particular types of item. We’ll make changes to our limiters in response to user feedback and as we learn more about how to get the best out of the system, but here’s how our limiters are set up at the minute.

You can apply some limiters before you search. On the basic search screen you can view the available pre-search limiters by clicking on “Search Options”. Limiters are also displayed on the advanced search screen.
Screenshot from Find it at Lincoln

You can also narrow your results down post-search by adding limiters from the left-hand menu (a kind of faceted searching). Three of the most important limiters always appear at the top of the menu under “Refine your results”.
Screenshot from Find it at Lincoln

1. Full text online

Applying the “Full text online” limiter should restrict a search to:

2. Library Catalogue only

This limiter restricts the search to records from the Library Catalogue – print holdings and ebooks, including PDA records.

If you tick both “Full text online” and “Library Catalogue only“, you only get ebooks (Boolean AND).
LucidChart Boolean diagram

3. Available through the Library

The third limiter, “Available through the Library“, is the sum of the previous two limiters (i.e. Boolean OR). At the moment, this limiter is applied by default to all searches. If you un-tick this limiter (switching all three limiters off), you will see results from the entirety of Find it at Lincoln, including books and articles to which we do not have access. There are pros and cons to having “Available through the Library” switched on by default, and we are still debating this at the University of Lincoln.
LucidChart Boolean diagram

In addition to these three limiters, Find it at Lincoln has one expander applied by default: “Also search within the full text of the articles” goes beyond the article metadata to look for your search terms within indexed full text. This increases the number of results, but can make searches slower, and potentially includes less-relevant results. You can see this option by clicking on the small blue arrow which appears next to the number of search results (and remove it by clicking on the small orange cross).
Screenshot from Find it at Lincoln

Other options for limiting/refining searches include:

Pre-search limiters (in “Search Options” and on the advanced search screen):

  • Apply related terms (expander) – uses a thesaurus to include results containing terms related to your search keywords.
  • Lincoln Repository only –  self-explanatory.
  • Peer reviewed – limits to peer-reviewed articles only.
  • Location – applies only to records from the Library Catalogue: location and collection of print items (example).
  • Others… Image Quick View Types, Language, Author, Date Published, Journal Name.
Post-search limiters in the left-hand faceted search menu: these are result-senstitive (i.e. you will see different options depending on what’s in your current search result set). I’ll expand on some of these in a future blog post.
  • Source Types
  • Subject
  • Publisher
  • Publication
  • Language
  • Geography
  • Location – see above.
  • Content Provider – the various databases and collections which make up Find it at Lincoln

Finally, of course, limiters can be combined for more and more specific searches. We are going to set up a separate, demo version of Find it at Lincoln so that we can test our changes to limiters/expanders/other search settings before we unleash them on the live service.

List of search limiters/facets for library holdings in ‘Find it at Lincoln’

Posted on May 31st, 2012 by Paul Stainthorp

Following on from my last blog post about collection codes (heady stuff)… here is a list of what will be the search options that allow a user of ‘Find it at Lincoln’ to filter their search results—of items held in our library catalogue, so printed material and e-books—according to which building and/or building section contains the items, both pre- (“limiter”) and post- (“faceted”) search:

  • Audio-visual material (all campuses)
  • Books & journals (GCW University Library)
  • Books & journals (Holbeach)
  • Books & journals (Hull)
  • Books & journals (Riseholme Park)
  • Complementary Medicine Clinic
  • Dissertations (all campuses)
  • Ebooks
  • Special Collection (Riseholme Park)
  • Theology Reading Room
  • Zibby Garnett Library

(Taken from the EBSCO Discovery Service support site.)

Screenshot of EBSCO Discovery Service limiters and facets

I Am Collecting A Collection

Posted on May 31st, 2012 by Paul Stainthorp

As part of the setup process for our forthcoming EBSCO Discovery Service (“Find it at Lincoln”), we’ve been rationalising the location and collection codes which display on our library catalogue (HiP). These will be harvested and used by EBSCO to allow users to limit searches of our printed/ebook holdings to particular collections, as well as to modify and limit searches using facets. (Explanation of faceted search here. Screenshot of EDS showing search facets here.)

The location and collection codes/labels used in HiP had drifted over the years. Many of them were redundant, there was the odd item assigned to a rogue collection, and some of the language was out-of-date. This has all now been brought into line. We have 4 locations, and 32 unique location:collection combinations.

Screenshot of the library catalogue showing locations and collections

Here is an updated list of all of our collections.

Location: GCW University Library

  1. Abstracts & Indexes
  2. Audio-visual Collection
  3. Complementary Medicine Clinic – a collection of books which isn’t actually held in the Library…
  4. Dissertations – for historical reasons, actually in a separate location, “GCW University Library (Core)”
  5. Ebooks – all ebooks are notionally located in the main GCW University Library*
  6. Historical Resources – I’ve no idea what this is…
  7. Journals
  8. Law Library
  9. Local History Collection
  10. Main Collection
  11. Maps
  12. Maths & Statistics Room – small collection of reference books on the ground floor
  13. Microform
  14. Oversize Collection
  15. Zibby Garnett Library – our rare books room; c.f. the Zibby Garnett Fellowship
  16. (Please ask at the library desk) – a catch-all label for various closed collections and odd things—SPSS CDs, off-prints, etc.—held in filing cabinets

Location: Theology Reading Room

  1. Main Collection

Location: Riseholme Park Campus Library

  1. Audio-visual Collection
  2. Journals
  3. Main Collection
  4. Reference Collection
  5. Special Collection (Riseholme Park) – historical and rare books, mainly agriculture and biology
  6. (Please ask at the library desk)

Location: Hull Campus Library

  1. Audio-visual Collection
  2. Dissertations
  3. Journals
  4. Main Collection

Location: Holbeach Campus Library

  1. Audio-visual Collection
  2. Dissertations
  3. Main Collection
  4. Reference Collection
  5. (Please ask at the library desk)

*I know, this doesn’t make much sense.

Notes on: Ex Libris Primo

Posted on July 8th, 2011 by Paul Stainthorp

Primo is library software group Ex Libris‘s umbrella, “one-stop solution for the discovery and delivery of local and remote resources, such as books, journal articles, and digital objects.” It’s used by around 20 institutions in the UK, and ~800 worldwide.

Information about Primo is available at: http://www.exlibrisgroup.com/category/PrimoOverview

A couple of other useful links:

  • Slides – redacted for confidentiality
  • Discovery‘ on the SCONUL Higher Education Library Technology (HELibTech) wiki

The development of Primo marked a move away from the existing, Z39.50-intensive, metasearch model of unified resource discovery, to the use of a hosted, central metadata index of scholarly content (Ex Libris call this the Primo Central Index), characterised by unified discovery & delivery; faceted navigation; and usage-based recommendation.

Primo features include:

  • Import of local data data sources (catalogues; repositories) to a standardised XML format to allow cross-collection searching;
  • Ranking of printed, electronic and locally born-digital or digitised content, configurable by the subscribing library;
  • Integration with the OPAC – stronger integration for libraries that use one of Ex Libris’s own Library Management Systems; less-tight integration is possible for ‘foreign’ OPACs;
  • Integration with Ex Libris’s bX usage-based journal article recommendation service, which derives recommendations from the ‘user journey’ from article-to-article;
  • FRBRised grouping of similar titles in search results;
  • Facets derived from both the Primo Central Index and from locally-harvested data: for example, a facet could be configured to allow users to limit a search to only those items which are available in the OPAC;
  • Tools to embed the Primo search box in remote web sites (VLE, intranet, etc.);
  • An ‘open’ platform for development (including a suite of Primo APIs) – the EL Commons;
  • A mobile-friendly UI (e.g. this example from Germany).

Higher Education libraries in the UK using Primo include:

…and outside the UK:

Ex Libris are also developing Alma – which does for the ‘back end’ of library systems architecture what Primo does for the front end discovery UI – i.e. provides ‘umbrella’, unified management of print, electronic, and digitised/digital resources in the one system. In the UK, the University of York are ‘early adopters’ of Alma. Information about Alma is available at: http://www.exlibrisgroup.com/category/AlmaOverview

Notes on: WorldCat Local

Posted on June 17th, 2011 by Paul Stainthorp

WorldCat Local is a commercial ‘next-generation’ library resource discovery platform, produced by “the world’s largest library co-operative”, OCLC. Its tagline: “Single-search access to 800+ million items from your library and the world’s library collections

As of June 2011, it is capable of providing access to more than 1,400 databases through a single search interface, via a mixture of ‘centrally indexed’ content, and remote databases retrieved by z39.50. There’s a list of content sources on OCLC’s website.

Libraries that purchase WorldCat Local can then mesh their own library collections with WorldCat (adding to the whole), via a mixture of batch upload-then-nightly synchronisation with their traditional library catalogue, OAI-PMH import, and use of OCLC’s own e-resources knowledgebase tool (alone or in synchronisation with an existing knowledgebase).

Records include both bibliographic and ‘evaluative’ (e.g. ToCs, summaries, book cover image) content, links to detailed authority records on named individuals etc., as well as some social features (tagging/commenting). Users can create a WorldCat account and log in to build their own lists of content (with the possibility that these could be used as formal or informal reading lists).

Higher Education libraries in the UK using WorldCat Local include:

…though there are some more well-developed implementations in the USA: [1] [2] [3]

A few links about WorldCat Local:

New features coming soon include the ability to limit searches to ‘available full-text only’, as well as to ‘peer-reviewed articles only’, and a new periodicals A-Z listing tool.

More information on WorldCat Local at: http://www.oclc.org/worldcatlocal/