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Advanced Search

The advanced searching option is accessible from a Calmview page by selecting the Advanced Search button in the horizontal toolbar (available in the Default theme).

Databases to be searched

The advanced search button is a drop-down menu. Hovering over it with your mouse pointer will extend the advanced search menu to display the databases available for advanced searching.

Calmview is supplied with all three databases included in the Advanced Search i.e. Catalogue, Persons and Places.

Advanced search fields

When you choose the Advanced Search option in the Configurator, a screen as shown in this Catalog database example, will appear. Please note: the example screen will open a new window, when you have finished and wish to return to this page, use the cross in the top right corner to close the window.

The Advanced Search enables searching on any text field (if required) and any other field/s. Fields shown in the 'Destination' list are the ones already included in the Advanced Search for this database. Fields shown in the 'Source' list are available to add.

To add a field to the Advanced Search:

  • Highlight the field in the Source list
     
  • Click the Add > button
     
  • Click the Save button
     
You will see that the field moves to the Destination list, it will now be included in the Advanced Search dialogue.

To remove a field from the Advanced Search:

  • Highlight the field in the Destination list
     
  • Click the < Remove button
     
  • Click the Save button
     
You will see that the field moves to the Source list, it will no longer be included in the Advanced Search dialogue.

To change the order of fields on the Advanced Search dialogue:

  • Highlight a field in the Destination list
     
  • Click on the ^ Move Up or V Move Down button. You will notice the field has changed position
     
  • Repeat with this field and with other fields until the desired order is achieved
     
  • Click the Save button
     
Fields in the Destination list will appear in this order on the Advanced Search page.

It is possible to define attributes for the fields you have chosen to display in the Advanced Search dialogue. The following paragraphs describe the options which are located underneath the destination and source lists, with some guidance for input.

Expandable

A standard Advanced Search will search for all the words a user has entered. Using the Expandable option gives the user additional ways of searching; fields that have the expandable box ticked in the Configurator, show a link to further boolean search options on the Advanced Search dialogue. The extra options that are available for a field with expandable ticked are:

  • With at least one of the words - find entries containing any of the search words entered
     
  • Without the words - find only entries that don't contain the search words entered

Field Label

The Field Label option in the Configurator is used if you wish to re-label a field to change its name. The text entered here will appear instead of the original name on the Advanced Search page. If you do not enter a label here, the original field name will be displayed on the Advanced Search page. Any label entered here can contain spaces. Field labels can be different from the ones used in Calm itself.

Term Browser URL

The Advanced Search page in Calmview can show a Term field entry box, with a link to a Term Browser (shown as a button to the right of the field). If you have populated the Terms thesaurus in Calm, you can use this browser to enable your users to search by Term. A user can type a Term into the Term field entry box, then click to browse the thesaurus, select a Term and return it to the Advanced Search page.

The Term Browser URL section in the Configurator determines whether the default browser (as described above), or your own Term browser, is run when a user presses the link.

The default Calmview browser is a file called termbrowser.aspx If you leave the Term Browser URL section blank, this file will be used. If you wish to use your own Term Browser, enter the URL or name of the aspx file here. Please note: You will need to include the path to the aspx file if it is not stored in the Calmview folder.

Subject Browser URL

The Advanced Search page in Calmview can show a Subject field entry box, with a link to a Subject Browser (shown as a button to the right of the field). If you have populated the Subjects thesaurus in Calm, you can use this browser to enable your users to search by Subject. A user can type a Subject into the Subject field entry box, then click to browse the thesaurus, select a Subject and return it to the Advanced Search page.

The Subject Browser URL section in the Configurator determines whether the default browser (as described above), or your own Subject browser, is run when a user presses the link.

The default Calmview browser is a file called subjectbrowser.aspx If you leave the Subject Browser URL section blank, this file will be used. If you wish to use your own Subject Browser, enter the URL or name of the aspx file here. Please note: You will need to include the path to the aspx file if it is not stored in the Calmview folder.

Search Filters

There may be records in your Calm databases that you do not wish to show in the search results. Records may be "hidden" by applying search filters. Filters work by excluding records with certain content in certain fields, or by only including records with certain content in certain fields.

An example of a search filter for the Catalog database is:

"(CatalogueStatus='Catalogued')&(AccessStatus='Open')"

In this example a record MUST have "Catalogued" in the CatalogueStatus field and have "Open" in the AccessStatus field. If either is not present, the record will never be shown regardless of what is searched for.

To add a search filter:

You will need to manually edit the file called DatabaseList.xml in the Calm Broker folder (usually C:\inetpub\wwwroot\CalmBroker). Add the search filter underneath the relevant database, using correct xml formatting.

For example, to use the search filter mentioned above, you would add the line:

<SearchFilter>(AccessStatus=open) &amp; (CatalogueStatus=catalogued)</SearchFilter>

in the section of lines underneath:

<Database Name="Catalog">