1 = Using the Public Access Catalog =
8 From the OPAC home, you can conduct a basic search of all materials owned by all
9 libraries in your Evergreen system.
11 This search can be as simple as typing keywords into the search box and clicking
12 the _Search_ button. Or you can make your search more precise by limiting your
13 search by fields to search, material type or library location.
15 indexterm:[search box]
17 The _Homepage_ contains a single search box for you to enter search terms. You
18 can get to the _Homepage_ at any time by clicking the _Another Search_ link from
19 the leftmost link on the bar above your search results in the catalog, or you
20 can enter a search anywhere you see a search box.
22 You can select to search by:
24 indexterm:[search, keyword]
25 indexterm:[search, title]
26 indexterm:[search, journal title]
27 indexterm:[search, author]
28 indexterm:[search, subject]
29 indexterm:[search, series]
30 indexterm:[search, bib call number]
32 * *Keyword*: finds the terms you enter anywhere in the entire record for an
33 item, including title, author, subject, and other information.
35 * *Title*: finds the terms you enter in the title of an item.
37 * *Journal Title*: finds the terms you enter in the title of a serial bib
40 * *Author*: finds the terms you enter in the author of an item.
42 * *Subject*: finds the terms you enter in the subject of an item. Subjects are
43 categories assigned to items according to a system such as the Library of
44 Congress Subject Headings.
46 * *Series*: finds the terms you enter in the title of a multi-part series.
50 To search an item copy call number, use <<numeric_search, _Advanced Search:
56 You can limit your search by formats based on MARC fixed field type:
58 indexterm:[formats, books]
59 indexterm:[formats, audiobooks]
60 indexterm:[formats, video]
61 indexterm:[formats, music]
66 * *Audiocassette music recording*
69 * *Cassette audiobook*
71 * *CD Music recording*
76 * *Equipment, games, toys*
82 * *Phonograph music recording*
83 * *Phonograph spoken recording*
85 * *Serials and magazines*
86 * *Software and video games*
92 If you are using a catalog in a library or accessing a library’s online
93 catalog from its homepage, the search will return items for your local
94 library. If your library has multiple branches, the result will display items
95 available at your branch and all branches of your library system separately.
100 Advanced searches allow users to perform more complex searches by providing more
101 options. Many kinds of searches can be performed from the _Advanced Search_
102 screen. You can access by clicking _Advanced Search_ on the catalog _Homepage_
103 or search results screen.
105 The available search options are the same as on the basic search. But you may
106 use one or many of them simultaneously. If you want to combine more than three
107 search options, use _Add Search Row_ button to add more search input rows.
108 Clicking the _X_ button will close the search input row.
113 indexterm:[advanced search, sort results]
115 By default, the search results are in order of greatest to least relevance, see
116 <<order_of_results, Order of Results>>. In the sort results menu you may select
117 to order the search results by relevance, title, author, or publication date.
120 === Search Library ===
122 indexterm:[advanced search, search library]
124 The current search library is displayed under _Search Library_ drop down menu.
125 By default it is your library. The search returns results for your local library
126 only. If your library system has multiple branches, use the _Search Library_ box
127 to select different branches or the whole library system.
130 === Limit to Available ===
132 indexterm:[advanced search, limit to available]
135 This checkbox is at the bottom line of _Search Library_. Select _Limit to
136 Available_ to limit results to those titles that have items with a circulation
137 status of "available" (by default, either _Available_ or _Reshelving_).
139 === Exclude Electronic Resources ===
141 indexterm:[advanced search, exclude electronic resources]
143 This checkbox is below _Limit to Available_. Select _Exclude Electronic
144 Resources_ to limit results to those bibliographic records that do not have an
145 "o" or "s" in the _Item Form_ fixed field (electronic forms) and overrides other
148 This feature is optional and will not appear for patrons or staff until enabled.
152 To display the *Exclude Electronic Resources* checkbox in the advance search
153 page and search results, set
154 the 'ctx.exclude_electronic_checkbox' setting in config.tt2 to 1.
158 === Search Filter ===
160 indexterm:[advanced search, search filters]
162 You can filter your search by _Item Type_, _Item Form_, _Language_, _Audience_,
163 _Video Format_, _Bib Level_, _Literary Form_, _Search Library_, and _Publication
164 Year_. Publication year is inclusive. For example, if you set _Publication Year_
165 Between 2005 and 2007, your results can include items published in 2005, 2006
168 For each filter type, you may select multiple criteria by holding down the
169 _CTRL_ key as you click on the options. If nothing is selected for a filter,
170 the search will return results as though all options are selected.
172 ==== Search Filter Enhancements ====
174 Enhancements to the Search Filters now makes it easier to view, remove, and modify search filters while viewing search results in the Evergreen OPAC. Filters that are selected while conducting an advanced search in the Evergreen OPAC now appear below the search box in the search results interface.
176 For example, the screenshot below shows a Keyword search for "violin concerto" while filtering on Item Type: Musical sound recording and Shelving Location: Music.
178 image::media/searchfilters1.PNG[search using search filters]
180 In the search results, the Item Type and Shelving Location filters appear directly below the search box.
182 image::media/searchfilters2.PNG[search results with search filter enhancements]
184 Each filter can be removed by clicking the X next to the filter name to modify the search within the search results screen. Below the search box on the search results screen, there is also a link to _Refine My Original Search_, which will bring the user back to the advanced search screen where the original search parameters selected can be viewed and modified.
188 indexterm:[advanced search, numeric search]
190 === Numeric Search ===
192 If you have details on the exact item you wish to search for, use the _Numeric
193 Search_ tab on the advanced search page. Use the drop-down menu to select your
194 search by _ISBN_, _ISSN_, _Bib Call Number_, _Call Number (Shelf Browse)_,
195 _LCCN_, _TCN_, or _Item Barcode_. Enter the information and then click the
198 === Expert Search ===
200 indexterm:[advanced search, expert search]
202 If you are familiar with MARC cataloging, you may search by MARC tag in the
203 _Expert Search_ option on the left of the screen. Enter the three-digit tag
204 number, the subfield if relevant, and the value or text that corresponds to the
205 tag. For example, to search by publisher name, enter `260 b Random House`. To
206 search several tags simultaneously, use the _Add Row_ option. Click _Submit_ to
211 Use the MARC Expert Search only as a last resort, as it can take much longer to
212 retrieve results than by using indexed fields. For example, rather than running
213 an expert search for "245 a Gone with the wind", simply do a regular title
214 search for "Gone with the wind".
217 == Boolean operators ==
219 indexterm:[search, AND operator]
220 indexterm:[search, OR operator]
221 indexterm:[search, NOT operator]
222 indexterm:[search, boolean]
224 Classic search interfaces (that is, those used primarily by librarians) forced
225 users to learn the art of crafting search phrases with Boolean operators. To a
226 large extent this was due to the inability of those systems to provide relevancy
227 ranking beyond a "last in, first out" approach. Thankfully, Evergreen, like most
228 modern search systems, supports a rather sophisticated relevancy ranking system
229 that removes the need for Boolean operators in most cases.
231 By default, all terms that have been entered in a search query are joined with
232 an implicit `AND` operator. Those terms are required to appear in the designated
233 fields to produce a matching record: a search for _golden compass_ will search
234 for entries that contain both _golden_ *and* _compass_.
236 Words that are often considered Boolean operators, such as _AND_, _OR_, and
237 _NOT_, are not special in Evergreen: they are treated as just another search
238 term. For example, a title search for `golden and compass` will not return the
239 title _Golden Compass_.
241 However, Evergreen does support Boolean searching for those rare cases where you
242 might require it, using symbolic operators as follows:
244 .Boolean symbolic operators
245 [width="50%",options="header"]
246 |=================================
247 | Operator | Symbol | Example
248 | AND | `&&` | `a && b`
249 | OR | `\|\|` | `a \|\| b`
250 | NOT | `-`_term_ | `a -b`
251 |=================================
255 indexterm:[search, stop words]
256 indexterm:[search, truncation]
258 Evergreen tries to approach search from the perspective of a major search
259 engine: the user should simply be able to enter the terms they are looking for
260 as a general keyword search, and Evergreen should return results that are most
261 relevant given those terms. For example, you do not need to enter author's last
262 name first, nor do you need to enter an exact title or subject heading.
263 Evergreen is also forgiving about plurals and alternate verb endings, so if you
264 enter _dogs_, Evergreen will also find items with _dog_.
266 The search engine has no _stop words_ (terms are ignored by the search engine):
267 a title search for `to be or not to be` (in any order) yields a list of titles
270 * Don’t worry about white space, exact punctuation, or capitalization.
272 . White spaces before or after a word are ignored. So, a search for `[ golden
273 compass ]` gives the same results as a search for `[golden compass]`.
275 . A double dash or a colon between words is reduced to a blank space. So, a
276 title search for _golden:compass_ or _golden -- compass_ is equivalent to
279 . Punctuation marks occurring within a word are removed; the exception is \_.
280 So, a title search for _gol_den com_pass_ gives no result.
282 . Diacritical marks and solitary `&` or `|` characters located anywhere in the
283 search term are removed. Words or letters linked together by `.` (dot) are
284 joined together without the dot. So, a search for _go|l|den & comp.ass_ is
285 equivalent to _golden compass_.
287 . Upper and lower case letters are equivalent. So, _Golden Compass_ is the same
290 * Enter your search words in any order. So, a search for _compass golden_ gives
291 the same results as a search for _golden compass_. Adding more search words
292 gives fewer but more specific results.
294 ** This is also true for author searches. Both _David Suzuki_ and _Suzuki,
295 David_ will return results for the same author.
297 * Use specific search terms. Evergreen will search for the words you specify,
298 not the meanings, so choose search terms that are likely to appear in an item
299 description. For example, the search _luxury hotels_ will produce more
300 relevant results than _nice places to stay_.
302 * Search for an exact phrase using double-quotes. For example ``golden compass''.
304 ** The order of words is important for an exact phrase search. _golden compass_
305 is different than _compass golden_.
307 ** White space, punctuation and capitalization are removed from exact phrases as
308 described above. So a phrase retains its search terms and its relative order,
309 but not special characters and not case.
311 ** Two phrases are joined by and, so a search for _"golden compass"_ _"dark
312 materials"_ is equivalent to _golden compass_ *and* _dark materials_.
316 Words may be right-hand truncated using an asterisk. Use a single asterisk * to
317 truncate any number of characters.
318 (example: _environment* agency_)
321 == Search Methodology ==
327 indexterm:[search, stemming]
329 A search for _dogs_ will also return hits with the word dog and a search for
330 parenting will return results with the words parent and parental. This is
331 because the search uses stemming to help return the most relevant results. That
332 is, words are reduced to their stem (or root word) before the search is
335 The stemming algorithm relies on common English language patterns - like verbs
336 ending in _ing_ - to find the stems. This is more efficient than looking up each
337 search term in a dictionary and usually produces desirable results. However, it
338 also means the search will sometimes reduce a word to an incorrect stem and
339 cause unexpected results. To prevent a word or phrase from stemming, put it in
340 double-quotes to force an exact search. For example, a search for `parenting`
341 will also return results for `parental`, but a search for `"parenting"` will
344 Understanding how stemming works can help you to create more relevant searches,
345 but it is usually best not to anticipate how a search term will be stemmed. For
346 example, searching for `gold compass` does not return the same results as
347 `golden compass`, because `-en` is not a regular suffix in English, and
348 therefore the stemming algorithm does not recognize _gold_ as a stem of
354 === Order of Results ===
356 indexterm:[search, order of results]
358 By default, the results are listed in order of relevance, similar to a search
359 engine like Google. The relevance is determined using a number of factors,
360 including how often and where the search terms appear in the item description,
361 and whether the search terms are part of the title, subject, author, or series.
362 The results which best match your search are returned first rather than results
363 appearing in alphabetical or chronological order.
365 In the _Advanced Search_ screen, you may select to order the search results by
366 relevance, title, author, or publication date before you start the search. You
367 can also re-order your search results using the _Sort Results_ dropdown list on
368 the search result screen.
373 indexterm:[search results]
375 The search results are a list of relevant works from the catalog. If there are
376 many results, they are divided into several pages. At the top of the list, you
377 can see the total number of results and go back and forth between the pages
378 by clicking the links that say _Previous_ or _Next_ on top or bottom of the
379 list. You can also click on the adjacent results page number listed. These page
380 number links allow you to skip to that results page, if your search results
381 needed multiple pages to display. Here is an example:
384 image::media/catalogue-3.png[catalogue-3]
386 Brief information about the title, such as author, edition, publication date,
387 etc. is displayed under each title. The icons beside the brief information
388 indicate formats such as books, audio books, video recordings, and other
389 formats. If you hover your mouse over the icon, a text explanation will show up
390 in a small pop-up box.
392 Clicking a title goes to the title details. Clicking an author searches all
393 works by the author. If you want to place a hold on the title, click _Place
394 Hold_ beside the format icons.
396 On the top right, there is a _Limit to Available_ checkbox. Checking this box
397 will filter out those titles with no available copies in the library or
398 libraries at the moment. Usually you will see your search results are
399 re-displayed with fewer titles.
401 When enabled, under the _Limit to Available_ checkbox, there is an _Exclude
402 Electronic Resources_ checkbox. Checking this box will filter out materials
403 that are cataloged as electronic in form.
405 The _Sort by_ dropdown list is found at the top of the search results, beside
406 the _Show More Details_ link. Clicking an entry on the list will re-sort your
407 search results accordingly.
410 === Facets: Subjects, Authors, and Series ===
412 indexterm:[search results, facets: subjects, authors, and series]
414 At the left, you may see a list of _Facets of Subjects_, _Authors_, and
415 _Series_. Selecting any one of these links filters your current search results
416 using that subject, author, or series to narrow down your current results. The
417 facet filters can be undone by clicking the link a second time, thus returning
418 your original results before the facet was activated.
420 image::media/catalogue-5.png[catalogue-5]
425 indexterm:[search results, availability]
427 The number of available copies and total copies are displayed under each search
428 result's call number. If you are using a catalog inside a library or accessing
429 a library's online catalog from its homepage, you will see how many copies are
430 available in the library under each title, too. If the library belongs to a
431 multi-branch library system you will see an extra row under each title showing
432 how many copies are available in all branches.
435 image::media/catalogue-6.png[catalogue-6]
437 image::media/catalogue-7.png[catalogue-7]
439 You may also click the _Show More Details_ link at the top of the results page,
440 next to the _Limit to available items_ check box, to view each search result's
441 copies' individual call number, status, and shelving location.
444 === Viewing a record ===
446 indexterm:[search results, viewing a record]
448 Click on a search result's title to view a detailed record of the title,
449 including descriptive information, location and availability, current holds, and
450 options for placing holds, add to my list, and print/email.
452 image::media/catalogue-8.png[catalogue-8]
453 image::media/catalogue-8a.png[catalogue-8a]
457 indexterm:[search results, details]
459 The record shows details such as the cover image, title, author, publication
460 information, and an abstract or summary, if available.
462 Near the top of the record, users can easily see the number of copies that
463 are currently available in the system and how many current holds are on the
466 If there are other formats and editions of the same work in the
467 database, links to those alternate formats will display. The formats used
468 in this section are based on the configurable catalog icon formats.
471 image::media/other-formats-and-editions.png[other-formats-and-editions]
473 The Record Details view shows how many copies are at the library or libraries
474 you have selected, and whether they are available or checked out. It also
475 displays the Call number and Copy Location for locating the item on the shelves.
476 Clicking on Text beside the call number will allow you to send the item's call
477 number by text message, if desired. Clicking the location library link will
478 reveal information about owning library, such as address and open hours.
480 Below the local details you can open up various tabs to display more
481 information. You can select Reviews and More to see the book’s summaries and
482 reviews, if available. You can select Shelf Browser to view items appearing near
483 the current item on the library shelves. Often this is a good way to browse for
484 similar items. You can select MARC Record to display the record in MARC format.
485 If your library offers the service, clicking on Awards, Reviews, and Suggested
486 Reads will reveal that additional information.
490 Copies are sorted by (in order): org unit, call number, part label, copy number,
496 === Placing Holds ===
498 indexterm:[search results, placing holds]
500 Holds can be placed on either title results or search results page. If the item
501 is available, it will be pulled from the shelf and held for you. If all copies
502 at your local library are checked out, you will be placed on a waiting list and
503 you will be notified when items become available.
505 On title details page, you can select the _Place Hold_ link in the upper right
506 corner of the record to reserve the item. You will need your library account
507 user name and password. You may choose to be notified by phone or email.
509 In the example below, the phone number in your account will automatically show
510 up. Once you select the Enable phone notifications for this hold checkbox, you
511 can supply a different phone number for this hold only. The notification method
512 will be selected automatically if you have set it up in your account references.
513 But you still have a chance to re-select on this screen. You may also suspend
514 the hold temporarily by checking the Suspend box. Click the _Help_ beside it for
517 You can view and cancel a hold at anytime. Before your hold is captured, which
518 means an item has been held waiting for you to pick up, you can edit, suspend or
519 activate it. You need log into your patron account to do it.
520 From your account you can also set up a _Cancel if not filled by_ date for your
521 hold. _Cancel if not filled by_ date means after this date, even though your
522 hold has not been fulfilled you do not need the item anymore.
525 image::media/catalogue-9.png[catalogue-9]
527 === Printing and Emailing Records ===
529 indexterm:[opac printing, opac emailing]
531 Evergreen now provides additional functionality for printing and emailing bibliographic record and holdings information from the catalog. Users can print or email bibliographic information from an individual bibliographic record or from a basket.
533 image::media/ope_record_view.png[Location of Print and Email function]
535 After selecting Print or Email, the user will be presented with a preview of the printout or email, respectively. From the preview users can choose to view Brief or Full record information (Full includes holdings information) and how records should be sorted (Author, Title, Publication Date). Holdings information can also be limited to a certain library. Users can be required to log in to their OPAC account to send an email or this feature can be configured to allow sending an email without signing in to the OPAC.
539 image::media/ope_print.png[Record Print Preview]
541 *Email Preview (logged in to OPAC account)*
543 image::media/ope_email_logged_in.png[Email Preview, logged in to OPAC]
545 *Email Preview (not logged in to OPAC account)*
547 image::media/ope_email_captcha.png[Email Preview, not logged in to OPAC]
549 Printing from the OPAC while not logged in is controlled by a Library Setting called “Allow record emailing without login”. If set to True, users are not required to log in to an OPAC account to use this feature. Instead they can provide their email address and answer a CAPTCHA test. If set to False, users will be required to log in to their OPAC account and Evergreen will email the records to the address set in their account or they may provide a different email address.
554 The record summary page offers a link to a shorter permalink that
555 can be used for sharing the record with others. All URL parameters are stripped
556 from the link with the exception of the locg and copy_depth parameters. Those
557 parameters are maintained so that people can share a link that displays just
558 the holdings from one library/system or displays holdings from all libraries
559 with a specific library's holdings floating to the top.
561 image::media/using-opac-view-permalink.png[Permalink]
564 === SMS Call Number ===
566 If configured by the library system administrator, you may send yourself the
567 call number via SMS message by clicking on the *Text* link, which appears beside
570 image::media/textcn1.png[]
574 Carrier charges may apply when using the SMS call number feature.
580 indexterm:[search results, going back]
582 When you are viewing a specific record, you can always go back to your title
583 list by clicking the link _Search Results_ on the top right or left bottom of
586 image::media/catalogue-10.png[catalogue-10]
588 You can start a new search at any time by entering new search terms in the
589 search box at the top of the page, or by selecting the _Another Search_ or
590 _Advanced Search_ links in the left-hand sidebar.