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. Clicking the triangle to the
left of the word 'Advanced' 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
button
- Click the
button
To remove a field from the Advanced Search:
- Highlight the field in the Destination list
- Click the
button
- Click the button
To change the order of fields on the Advanced Search dialogue:
- Highlight a field in the Destination list
- Click on the
or
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 button
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. If the Expandable option is selected in the Configurator, the phrase "Refine search criteria" will appear below a field's name in the Advanced Search. If a user clicks Refine Search Criteria, extra boolean search boxes will appear below the field's name, as shown in this example. 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. These are:With all of the words: find entries containing all of the search words entered
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
Within the collection: find entries hierarchically below the entered search term. This should be enabled only for hierarchical fields like RefNo so that a user can enter a RefNo and see all records below that RefNo (much like if the user had added /* to the end of the RefNo when searching in Calm. Please note: this only appears if a field is identified as a Hierarchical field in Content Type, discussed below
Content Type
This option should only be used if you would like users to be able to use the "Within the collection" option on the Advanced Search, discussed above. Content Type is set to "Default" for all fields. If a field is hierarchical (like RefNo) and you would like a user to be able to use the "Within" search, instead set this to "Hierarchical" for that field and click the button.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.
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.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) & (CatalogueStatus=catalogued)</SearchFilter>
in the section of lines underneath:
<Database Name="Catalog">
Any Text Search
One of the search options that you can enable for the Advanced Search is "Any Text", which allows a user to search multiple text fields at once (much like the "Any Text Field" search in Calm itself.
To set which fields CalmView searches with Any Text:
- Open Calm's Admin program
- Click File
- Click Open...
- Click on the name of the database you wish to choose Any Text fields for (for example, Catalog)
- Click OK
- Click Field
- Click Hide/Show in OPAC... and a dialogue box will open
- Any field that you would like Any Text to search should be on the left, and any field
you would not like it to search should be on the right
- Use the
and
buttons to move selected fields left and right
- Click OK
Refining Searches
After a user has run a search in CalmView, clicking the 
button in the top right of the overview (or the Advanced Search button on the horizontal toolbar) will allow
that user to refine the search, adding or removing criteria. How search refining works depends on whether or
not the Alternate Search Buttons option is selected in the per-database options.
If the Alternate Search Buttons option
is not selected, a user who clicks the
button in the top right of the overview (or the Advanced Search button on the horizontal toolbar) after running
a search will be taken to the Advanced Search with the search they had previously run already entered. An example of
this is shown here. 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. This allows the user to add to or alter the search before running it again.
If the Alternate Search Buttons option
is selected, a user who clicks the
button in the top right of the overview (or the Advanced Search button on the horizontal toolbar) after running
a search will be taken to a blank Advanced Search with 
,
, and 
buttons. The search criteria that are currently applied are shown at the bottom of the Advanced Search screen. An example
of this, in which the previous search was for records with "report" in the Title field, is shown
here. 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.
Narrow, Widen, and Exclude work the same way they do within Calm itself. Entering search terms and clicking
returns results that match both the original
search and the new search: it is like using the boolean "and" operator. Entering search terms and clicking
returns results that match either the original
search or the new search (or both): it is like using the boolean "or" operator. Entering search terms and clicking
returns results that match either the original
search but not the new search: it is like using the boolean "not" operator.
Please note: the expandable search options, discussed above, will not appear on the Advanced Search if Alternate Search Buttons are enabled.