UX ADMINISTRATION
Chapter 3. SEARCH AND RESULTS OPTIONS
Setting Advanced Search Options
The Advanced Search Settings option lets you enable or disable optional features and functions and configure the default settings for the Advanced Search function. The Advanced Search Qualifiers option lets you enable or disable search qualifiers for Patrons and/or library Staff, and set the display order for search qualifiers on the Advanced Search screen.
To configure Advanced Search Settings:
- Select Settings from the UX Admin menu (see
The UX
Admin Menu for details).
- The Settings menu displays.
- Select Search and Results, then choose Advanced Search from
the Search and Results options menu.
- The Advanced Search menu displays.
-
Select
Advanced Search Settings from the Advanced Search menu.
- The Advanced Search Settings page displays.
- Enter the desired label for the “Filters” tab on the Advanced Search
screen in the Filter Tab Label text box.
- The Filter Tab Label can be a maximum of 20 characters, including spaces.
- Enter the desired label for the “Resources” tab on the Advanced Search
screen in the Resources Tab Label text box.
- The Resources Tab Label can be a maximum of 20 characters, including spaces.
- Use the Search Box One Default Index, Search Box Two Default
Index and Search Box Three Default Index menus to set the default
index selection for the associated search box.
- The Search Box One Default Index, Search Box Two Default Index and Search Box Three Default Index menus list all search indexes available for your library.
- Use the Enable Type Ahead checkboxes to enable or disable “type
ahead” functionality while entering search terms when accessing the system as
a Patron or as library Staff.
- A checkmark indicates “type ahead” functionality is enabled for the associated user type.
- An empty checkbox indicates “type ahead” functionality is disabled for the associated user type.
- Clicking the checkbox repeatedly will toggle it on and off.
NOTE: If “type ahead” functionality is disabled, the system will not offer search term suggestions based on the characters entered.
- When all desired options have been configured, click the Save
button to save your changes.
- A “Success” message shows briefly at the top of the screen.
- Click the Back button , as needed, to return to the Settings menu.
- Click the X button to close the Settings menu.
To configure Advanced Search Qualifiers:
-
Select Settings from the UX Admin menu (see
The UX
Admin Menu for details).
- The Settings menu displays.
- Select Search and Results, then choose Advanced Search from
the Search and Results options menu.
- The Advanced Search menu displays.
-
Select Advanced Search Qualifiers from the Advanced Search menu.
- The Advanced Search Qualifiers page displays.
- The Advanced Search Qualifiers page shows listings of all qualifiers that can be applied to an Advanced Search. Separate lists are shown for Patrons/Guests and library Staff. Search qualifiers are listed in the order in which they appear in the Search Qualifiers section of the Advanced Search screen.
- Use the checkboxes to enable or disable display of the
associated search qualifier for Patron/Guest users and library Staff.
- A checkmark indicates display of the associated search qualifier is enabled (the facet will be included in the Search Qualifiers section of the Advanced Search screen).
- An empty checkbox indicates display of the associated search qualifier is disabled (the facet will not be included in the Search Qualifiers section of the Advanced Search screen)..
- Clicking the checkbox repeatedly will toggle it on and off.
- If desired, use the text field associated with a search qualifier to enter a new display name for the qualifier.
- To rearrange the order in which search qualifiers are listed in the
Search Qualifiers section of the Advanced Search screen:
- Position the cursor on the Drag to change order icon for the search qualifier you wish to move.
- Click and hold the left mouse button, drag the tab to the desired position in the list, then release the mouse button.
- Repeat as necessary to reposition additional search qualifiers.
- When all desired changes have been made, click the Submit Patron/Guest
Filters and/or Submit Staff Filters button(s) to save your changes.
- A “Success” message shows briefly at the top of the screen when each button is clicked.
- Click the Back button , as needed, to return to the Settings menu.
- Click the X button to close the Settings menu.