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    360 Search: Administration Console -- Custom Search Boxes -- Add_Edit Custom Search Box

    • Product: 360 Search

    How do I add (create) or edit a Custom Search Box using the 360 Search Administration Console?

    This page is part of a larger set of documentation about using the Administration Console to configure your 360 Search.

    The Add/Edit Custom Search Box page in the Administration Console allows you to configure custom search boxes that target specific subject categories, databases, or a mixture of both from your 360 Search instance to help you provide easy access points throughout your library's web site.
    You can create very simple search boxes or more complex ones depending on your patrons' research needs and level of searching sophistication.
    To make a new custom search box, start at the Custom Search Boxes page in the 360 Search Administration Console, click Edit in the upper right, and click Add Search Box
    Add Search Box button
    .
    If you already have created a search box and you want to edit it, instead of clicking Edit, just click once on the Name of the search box. Then follow the instructions here.
    Here is the initial view of the Add Custom Search Box page in the 360 Search Administration Console:
    360 Search Administration Console - Add Search Box

    Overall Workflow to Create Custom Search Boxes

    The basic workflow for creating custom search boxes is fairly simple. Before you begin, though, you need decide what sort of search box you want to create:
    • Do you want to offer a very simple search term entry and search experience or should it allow for more complex searching?
    • What resources will you target?
    • Where will you place the search box?
    After you've answered these questions, you will work through each of the four Steps of the Add Custom Search Box page, entering in information that conforms to your goals for each search box. Instructions for each Step are below; you can jump straight to instructions for a particular Step by clicking one of these links:
    When you're done and you've saved the custom search box, you can preview it and, if you like how it looks, copy and paste the HTML code into your library's web site.

    Step 1 -- Set the Basic Search Box Details

    Here is a view of the first section, where you set the basic search box details like name, labels, locale, and search-year limiter:
    Add Custom Search Box -- Step 1
    Search Box Name: Enter a name for each search box that will help you identify it in the list. Good examples may include the subject category name and a description of whether it is simple or complex; for example, "Arts and Humanities Simple Search." This is a required field.
    Search Term Box Label: If you want to have a designation next to the search box itself, enter it here. Example: "Enter Search Term." This field is optional.
    Search Button Label: Enter the word you would like to appear on the search button, for example "Search" or "Go." This is a required field.
    Proxy Prefix: If you use a proxy service and would like the generated html for your search box to include a login step for your patrons, enter the proxy prefix here. This is an optional field. See also more information about prefix formats for various proxies.
    Locale: This setting allows you to designate each search box according to the language preferences you've set for your 360 Search. This is an optional field.
    Search Year Display Type: You may choose to either include or not include a search year limiter, or to set a year limiter but hide it if you wish:
    • "Show" sets the search box to include a box for your patrons to enter a year limiter
    • "Hide" sets the search box to hide the year limiter. You may still specify a year limit if you wish by using "Hide" and then setting a year in the Search Year box below.
    • "Do Not Use" sets the search box to not include a year limiter at all.
    Search Year: This box allows you to specify a selected year as a search limiter if you wish. Use this in conjunction with the "Hide" setting above. This is an optional field.

    Step 2 -- Set the Search Field Types

    The second step in creating custom search boxes is to set the Search Field Types settings. Here you can set the default search type, create a search type drop-down menu and set the available values, and choose whether to include a search type menu at all. Here is a view of the Search Field Types section:
    Add Custom Search Box -- Step 2
    Show Search Field List: Place a check mark in this box if you wish to show the search field list as a drop-down menu next to the search box input field. Leave it unchecked if you do not wish to show a drop-down menu (to create a simple search box look and feel).
    Default Search Field: Use this drop-down menu to specify the default search type for your custom search box. If you put a check mark in the Show Search Field List box above, you may choose from the Search Fields checked below. (If you choose a default search field that is not checked in the list below, you will get an error when you try to save the search box.) If you have not put a check mark in the Show Search Field List box above, your choice of Default Search Field will become the only search field used for the patron's search.
    Search Fields: This menu allows you to adjust the order of the search fields in the drop-down menu, and to eliminate any you decide not to use.

    Step 3 -- Select Category or Categories to Search

    The real power in custom search boxes lies in the ability to target specific resources or subsets of all of the resources you have configured as 360 Search connections. The use of subject categories, in which appropriate databases are assigned to each subject category, makes this particularly easy to take advantage of when creating custom search boxes. Here is a view of this portion of the page:
    Add Custom Search Box -- Step 3
    Category Display Type: this tool allows you to specify whether to show a selection of categories in a drop-down menu for your patrons, to hide the categories that your search box will target, or whether to use categories as targets at all.
    • "Show" will present a menu to your patrons allowing them to see the categories targeted by your search box, whether you choose one or several.
    • "Hide" will hide the category targets, resulting in a simpler search box presentation.
    • "Do Not Use" will eliminate your categories as potential targets for the search box. Use this if you want to select specific databases instead.
    Category Drop-Down Label: Use this field to enter a label to describe the category drop-down menu if you are using it.
    Categories: This box presents a list of available subject categories for you to target with your search box. Place a check mark next to each category you would like to include.
    If you ever change your 360 Search subject categories or subcategories, you may need to return to this page to generate a new custom search box. The categories here will not update automatically, and neither will your search box code that you place on your library's web site.

    Step 4 -- Select Databases to Search

    You may wish to target specific databases either instead of subject categories or in addition to them. This section of the Custom Search Boxes page allows you to specify which databases to add as targets for your search boxes. Here is a view of this section:
    Add Custom Search Box -- Step 4
    Place a check mark in the box next to each database you would like to include. As long as the green check mark appears in the "Displayed" column for a database, it will be available for use in your search box.

    Save the Search Box

    Once you have finished all four Steps of the Custom Search Boxes page to create a search box, click Save in the upper-right or lower-right corner of the page. You will then be returned to the main Custom Search Boxes page and you will see them in your list of custom search boxes.
    You can then preview the box and, if you like how it looks, copy and paste the HTML code into your library's web site. If you don't like how it looks, proceed to the next set of instructions for editing an existing search box.

    Edit an Existing Custom Search Box

    Use the Edit Search Boxes page in the 360 Search Administration Console to make changes to an existing custom search box you've already created:
    Starting on the Custom Search Boxes page, click once on the name of the custom search box you want to edit:
    360 Search Admin Console - Custom Search Boxes - 3 added

    On the Edit Search Boxes page (which looks exactly the same as the Add Search Boxes page), click Edit in the upper-right corner.
    Make any necessary changes and then click Save in the upper-right or lower-right corner of the page.
    If you click Preview on the Edit Search Boxes page, you won't get a preview of the search box itself; instead, you'll see a preview of your 360 Search search page.
    To preview your search box, go back to the Custom Search Boxes page (by clicking Custom Search Boxes on the left side) and then click HTML View
    HTML View Button
    next to the name of the box you want to see. Note that the HTML View function is view-only; you cannot edit the HTML directly in the HTML View mode. Follow these instructions.


    • Date Created: 9-Feb-2014
    • Last Edited Date: 21-Feb-2014
    • Old Article Number: 7411