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    Searching in Esploro

    Any user with any Esploro role can search Esploro, except for users whose only Esploro role is Researcher.

    You can search Esploro using the persistent search box located at the top of every page. The persistent search box offers you a simple or advanced search.

    Currently, advanced search is only available for research assets.

    You can search for the following Esploro entities (search types):

    Search Type Notes Results Page Fields Included in All/Keywords Required Roles (at least one)
    Research assets All research assets, including research deposits Research Assets Keywords:
    • ANZ FoR
    • ANZ SEO
    • Asset Type
    • Author / Creator / Contributor
    • Deposit ID
    • Description / Abstract
    • DOI
    • File Extension
    • Grant ID / Name
    • ISBN / ISSN
    • License Code
    • MMS ID
    • PMID
    • Publication Title
    • Publication Year
    • Publisher
    • Subjects
    • Title / Subtitle
    Research Assets Curator, Research Assets Manager, Esploro Observer
    Research deposits Research deposits only, not including approved research assets Research Deposits All:
    • Asset Type
    • Deposit Title
    • Deposit Method
    • Deposit Owner / Owner ID
    • Deposit Status
    • MMS ID
    • Research Deposit PID
    Research Assets Curator, Research Assets Manager
    Research files Files associated with research assets and/or deposits Research Files Keywords – same fields as research assets Research Assets Curator, Research Assets Manager, Esploro Observer
    Researchers Researchers and researcher proxies.

    The results for affiliated/non-affiliated researchers are presented in two separated tabs
    Find and Manage Researchers All:
    • Affiliation Code / Name
    • Email
    • First Name / Preferred First Name
    • Job Category
    • Last Name / Preferred Last Name
    • Middle Name / Preferred Middle Name
    • Name Suffix
    • Primary ID / User Name / Other IDs
    • Area of Interest
    Researchers Manager

    Media Mentions 

      Media Mentions   Media Mentions Manager
    Projects   Projects Keywords:
    • Description
    • Member Organization Code
    • Member Organization Name
    • Project Name
    • Project ID
    • Members
    • Project Attributes
    Project Curator, Project Manager

    The fields that you can search depend on the search type. For example, when you search research assets, the searchable fields include research asset fields such as title and author.

    Performing a Simple Search

    To perform a search:
    1. Select the search type from the drop-down list. Only the search types relevant for your roles appear in the list.
      Persistent Search Drop-Down List of Search Types
    2. Select the field on which to search in the second drop-down list, or select Keywords or All (depending on the search type selected) for a general search on multiple fields. You can select the default field name and enter part or all of a field name to filter the list of fields.
    3. Enter a search string in the text box.
      To jump to this text field on any page that does not have any other kind of search box, press / (forward slash) on your keyboard.
      Regarding the search string:
      • Articles (such as the, a, an) in your search are ignored.
      • All ISBNs are in ISBN-13 format.
      • Special characters, such as hyphen, dash, slash, and so forth, are ignored. For additional special characters, see Searching for Special Characters.
      • The asterisk ( * ) wildcard character may be used in your search string if the asterisk is placed at the end of the search string.
        • Wildcards are not supported when the string contains a hyphen or dash, for example: stop-off.
        • The question mark (?) is not supported as a wildcard character.
      • Esploro finds characters with diacritics when you search using standard English characters.
        If the users in your institution search using characters with diacritics, ensure that Ex Libris has configured that searches return matches for diacritics. Search language configuration is available for German, Norwegian, Danish, Swedish, Korean, Chinese, and Hong Kong TSVCC.
      • Contact Ex Libris to enable the following enhanced search options:
        • Search in traditional Chinese/Kanji or simplified Chinese/Kanji and return results in both traditional Chinese/Kanji and simplified Chinese/Kanj.
        • Search in Hangul (Korean) and return results in both Hangul and Hanja.
        • Search in Hiragana (Japanese) and return results in both Hiragana and Katakana.
      • Esploro saves the last 10 searches in search history for research asset searches. This list is saved indefinitely. There is currently no way to clear the list (other than to perform new searches).
    4. Select the magnifying glass or press Return or Enter on the keyboard to perform the search. The items that match your search query appear on the page.

    Performing an Advanced Search

    Currently, advanced search is only available for research assets. See Performing a Simple Search for information that applies to both simple and advanced searches.

    To perform an advanced search:
    1. Select the search type from the drop-down list. Only the search types relevant for your roles appear in the list.
    2. Select Advanced to open the advanced search for this search type. The persistent search box expands to include the option to add additional rows of search criteria (additional fields and values).

      advanced_search_research_assets.png

      Advanced Search – Research Assets

      The search starts with a single row. Each row contains a search field drop-down list, a comparison drop-down list, a search criteria text box/selection list, and action icons. For research assets, the fields are: Abstract, Additional dates, Asset ID/category/type, Author (also matches creators) name/ID/ORCID/affiliation, Conference, DOI, Electronic publication date, Format, Grant ID/name. ISBN/ISSN, Language, License name, Methods, Open access, Peer reviewed, Publication acceptance date/date/title, Publisher, Topics/Subjects, and Title.

      • Currently there is a known issue when doing a Contains Keywords search where the value contains a period (.). In this case, Esploro matches the value if you search using: the complete value, a search term matching the start of the value up to the first period (with or without the first period), or a search that does not include a period. For example, if the value is aaa.bbb.ccc, searching for:
        • aaa.bbb.ccc matches
        • aaa bbb ccc matches (no periods in search)
        • bbb matches (no periods in search)
        • aaa. matches (matches the value up to and including the first period)
        • aaa.bbb does not match (search includes a period but is not the full value)
        • bbb.ccc does not match (search includes a period but is not the full value)
      • When searching a date field, you must select/enter a complete date in the form dd/mm/yyyy. You cannot enter, for example, mm/yyyy or yyyy. The complete date matches all assets with that specific date or a more general partial date. For example, 29/01/2019 matches assets with 29/01/2019, 01/2019, and 2019, but not 28/01/2019.
    3. To add additional rows, select the duplicate row icon advanced_search_duplicate_row.png or add row icon advanced_search_add_row.png. To remove a row (other than the first), select the delete row icon advanced_search_delete_row.png. By default, each row represents additional search criteria that must also match (AND). Select OR in any row (other than the first) to change the combination type to OR. Implied parentheses are added around all search rows connected by ANDs.
    4. Select the search field in the first drop-down (you can enter some text to filter the options).
    5. Select a comparison operator from the second drop-down. The list of comparisons depends on the field type.
    6. Enter the value in the last field in the row.
    7. Select Search or press Return on your keyboard. The results of an advanced search appear on the page, below the advanced search form. You can edit the advanced search and run a new search from the results page. Your current search logic appears at the top of the results, as in the following example.

      advanced_search_research_assets.png

      Advanced Search Results – Research Assets

    Rerunning, Saving, and Reusing Search Queries

    Any user can rerun one of his or her recent searches. To manage a research asset set or research file set you must have the role:
    • Research Asset Manager

    To manage a researcher set, you must have the role:

    • Researcher Manager

    Any user can rerun one of his or her previous searches from the persistent search.

    A manager can save searches for research assets for later use. A saved search query is another name for a logical set. A logical set is dynamic, recalculated each time it is accessed – in other words, the search is rerun and the results of the search are the set. When you save a query (set), you save the search criteria that can be reused. Each time you run a query, the results may be different if the records have changed since the previous run. In contrast, an itemized set is a fixed collection of items that you enter by hand, upload from a file, or save as a specific set of items: they may be the result of a previous search, but the set is no longer associated with the query. Note that you can turn logical sets into itemized sets.

    For more information about sets, see Managing Search Queries and Sets.

    To rerun a previous search:

    Select the text box and select a previous search from the drop-down list that appears. The search runs immediately. When no recent searches appear, you may be able to select a previous search string using your browser history. You can also rerun a previously saved search for research assets (see Rerunning, Saving, and Reusing Search Queries).

    To save a research asset or research file query:
    1. After performing a search, select Save Query on the search results.
      Save Query Button
      The Set Details page appears.
      Set Details Page
    2. Follow the procedure in Creating Logical Sets.

    Alternately, you can also create an itemized set of research assets on the Manage Sets page; see Creating Itemized Sets.

    To save a researchers query:

    You can create a logical set of researchers on the Manage Sets page. Follow the procedure in Creating Logical Sets. You can also create an itemized set of researchers on this page.

    To run a saved logical set:

    On the Manage Sets page (Admin > Manage Jobs and Sets > Manage Sets), locate the saved query (logical set) and select Results in the row actions list. For more information, see Managing Search Queries and Sets.

    Your most recent searches (saved or unsaved) can be run by selecting one from the drop-down list that appears when you select the search text field.

    Research Files Search Results

    Search results for research asset files appear in a record list. The results appear similar to the results of a research assets search, with different fields appearing for each record, such as file title, file extension, and PID. You can configure the fields and actions that appear for each result; for more information see Record Lists.

    research_files.png

    Research Files Search Results

    The file PID is a unique ID that can be used to search for this file at a later time. For all other information about sorting, filtering, icons, and the asset viewer, see Managing Research Assets.

    The actions on this page include:

    • View File/s
    • Download
    • Edit – Edit the asset to which this file is associated.

    Exporting Citations

    To export citations from asset search results, select Export Citations.

    export-citations1.png

    After exporting, an email is sent with the list of citations. 

    To configure the citations, navigate to Configuration > General > Citations Format.

    format-citations2.png

    Citations Format
    By default, the Include assets hidden from profile checkbox is not selected. This causes only citations for assets with the Display in profiles checkbox marked (Asset Details > Asset > Visibilityto be exported.
    asset-visibility.png
    Display in profiles
    For asset search results via the researcher (e.g., after right clicking a researcher and selecting View Assets), both the asset Display in profiles and the researcher Display in profile checkboxes must be selected for the citation to be exported..
    If the Include assets hidden from profile checkbox is selected, all citations are exported.
    The no. of citations is limited to 500. 

    Searching for Special Characters

    When using the Esploro repository search, you can search for special characters and characters with diacritics. Search language configuration (set by Ex Libris) is available for German, Norwegian, Danish, Swedish, Korean, Chinese, Hong Kong TSVCC, Spanish, and Polish. For most of these languages, Esploro uses the standard implementation for working with special characters. See the following sections for more information:
    Normalization for these languages is specific to text fields such as title and author. Normalization, however, is not done for numeric fields or fields that contain a normalized value such as a call number.

    German Characters

    When your system is configured for German as the default searching language, German language characters are treated by the system as follows:
    German Language Character/Character Combinations Stored in the Esploro Database
    ß ss
    ä, Ä ae
    ö, Ö oe
    ü, Ü ue
    ae ae
    oe oe
    ue (when not following a vowel or q) ue
    With your system configured for German as the default language and the special German language characters stored in the system as identified in the above table, you can search using the special umlaut and Eszett characters or the extended Latin version of these characters (as shown in the second column above) and results will be treated equally. So, for example, if you search for Müller, the system will return results for both Müller and Mueller, but not Muller.
    For systems whose default language is not German, a search for Müller will return search results for Müller and Muller but not Mueller.
    For institutions that have German configured as the default searching language, the repository search results and user search results are sorted using the DIN 5007-1/2, section 6.1.1.4.1/2 standard. In addition to consideration for the special German language characters, hyphens are ignored when search results are sorted.

    Spanish and Catalan Characters

    When your system is configured for Spanish as the default searching language (set by Ex Libris), special Spanish language characters are treated as fully independent letters for repository search, and sort. Standard English characters are not substituted for the special Spanish characters. The following table describes how Esploro handles special Spanish characters:
    Letter Search Sort
    Ñ/ñ Searching for Ñ/ñ does not retrieve results for N/n and vice versa. Sorted after n.
    Ç/ç Searching for Ç/ç does not retrieve results of C/c and vice versa. Sorted after c.
    L·L/l·l Searched for as if it were the digraph ll. Sorted as ll.
    Diacritics are sorted in the following order:
    • Without diacritics
    • Acute
    • Grave
    • Dieresis

    Scandinavian Characters

    Esploro normalizes the interchangeable Scandinavian characters æ Æ ä Ä ö Ö ø Ø and folded variants (aa, ao, ae, oe and oo) by transforming them to æ Æ å Å ø Ø.
    For Scandinavian institutions, note that other special characters cataloged in non-Scandinavian languages (such as French letters with accents), are not normalized during indexing. So, for example, the accent marks are not removed from French letters.
    Sorting the Norwegian and Danish special language characters is handled in the following manner:
    Norwegian and Danish Sorting
    ...
    Ad/ad
    Ae/ae
    Af/af
    ...
    Od/od
    Oe /oe
    Of/of
    ...
    Ud/ud
    Ue/ue
    Uf/uf
    ...
    X/x
    Y/y + Ü/ü (except for tremas like Leüs)
    Z/z
    Æ/æ + Ä/ä
    Ø/ø + Ö/ö
    Å/å + Aa/aa
    Sorting the Swedish special language characters are not handled in the same manner as the Norwegian and Danish special language characters. The Swedish special language characters are handled in the following manner:
    Swedish Sorting
    ...
    Ad/ad
    Ae/ae + Æ/æ
    Af/af
    ...
    Od/od
    Oe /oe
    Of/of
    ...
    Ud/ud
    Ue/ue
    Uf/uf
    ...
    X/x
    Y/y + Ü/ü
    Z/z
    Å/å
    Ä/ä
    Ö/ö + Ø/ø
    Normalization for Norwegian and Danish is handled in the manner described in the Scandinavian Normalization Filter. For Swedish, Esploro normalizes the Scandinavian characters in the same manner.

    Chinese and Korean Characters

    Esploro uses hiragana to katakana transliteration, traditional Chinese to simplified Chinese transliteration, and splits words into bigrams and unigrams. See the ICU Transform Filter for more information.
    Esploro also uses Hanja to Hangul transliteration. The sorting is unique to the Korean language.

    Japanese Characters

    For institutions that have the Japanese searching setup for Repository Search, Esploro performs the following:
    • Punctuation removal
    • Normalization between Hiragana and Katakana
    • Iterated character normalization
    • Normalization of variant Kanji characters

    CJK Punctuation

    For institutions that have the Chinese, Hong Kong, or Korean searching setup, all punctuation marks are removed during indexing when they appear within CJK text. However, the punctuation remains when you are searching. This helps to ensure that the best results are retrieved. Note that the display of CJK content continues to show the punctuation.

    Hong Kong TSVCC

    Esploro implements the Hong Kong Innovative Users Group (HKIUG) TSVCC (Traditional, Simplified, and Variant Chinese Characters) standard Version 1.0. released on 18 July 2006. In addition to handling the traditional and simplified Chinese characters, Esploro also handles the variant Chinese characters when doing the following:
    • Searching metadata records
    • Searching for Chinese user names
    TSVCC Chinese character handling is available for institutions that have the Esploro searching language parameter set for Hong Kong. Contact Ex Libris Support if you need to have this institution parameter enabled.
    For the complete HKIUG TSVCC table (UNICODE version), see http://hkiug-archive.lib.hku.hk/unicode/hkiug_tsvcc_table-UnicodeVersion-1.0.html.

    Polish Characters

    When your system is configured for Polish as the default searching language (set by Ex Libris), Polish language characters are treated as fully independent letters for repository search and sort. Standard English characters are not substituted for the special Polish characters. For example, C does not return Ć (and vice versa) in search results. They are not considered the same characters.
    The results list is sorted based on the Polish alphabetical order (see the Polish Characters table below). For example, być comes after bycie. This feature also applies to staff search for users, purchase and fulfillment requests, and deposits.
    Polish Characters
    Uppercase Lowercase Diacritics
    A a  
    Ą ą ogonek
    B b  
    C c  
    Ć ć acute
    D d  
    E e  
    Ę ę ogonek
    F f  
    G g  
    H h  
    I i  
    J j  
    K k  
    L l  
    Ł ł stroke
    M m  
    N n  
    Ń ń acute
    O o  
    Ó ó acute
    P p  
    Q q  
    R r  
    S s  
    Ś ś acute
    T t  
    U u  
    V v  
    W w  
    X x  
    Y y  
    Z z  
    Ź ź acute
    Ż ż

    dot

    Czech Characters

    When your system is configured for Czech as the default searching language (set by Ex Libris), Czech language characters are treated as fully independent letters for repository search and sort. Standard English characters are not substituted for the special Czech characters. For example, C does not return Ć (and vice versa) in search results. They are not considered the same characters.
    The results list is sorted based on the Czech alphabetical order (see the Czech Characters table below). This means that words starting with the digraph ch (chemie) are sorted between H and I. This feature also applies to staff search for users, purchase and fulfillment requests, and deposits.
    Czech Characters
    Uppercase Lowercase Diacritics
    A a  
    Á á acute
    B B  
    C c  
    Č č caron
    D d  
    Ď ď acute
    E e  
    É é acute
    Ě ě caron
    F f  
    G g  
    H h  
    Ch ch  
    I i  
    Í í acute
    J j  
    K k  
    L l  
    M m  
    N n  
    Ň ň caron
    O o  
    Ó ó acute
    P p  
    Q q  
    R r  
    Ř ř caron
    S s  
    Š š caron
    T t  
    Ť ť acute
    U u  
    Ú ú acute
    Ů ů ring
    V v  
    W w  
    X x  
    Y y  
    Ý ý acute
    Z z  
    Ž ž caron
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