Configuring Search Profile Slots
Search profile slots, comprised of one or more search profiles (see Configuring Search Profiles), enable users to narrow their searches to material under specific categories (such as the full catalog, journals, or items from a specific campus only). The search profile slots appear in the following areas in the UI:
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Below search box – As users type characters in the search box, they can choose a specific active slot for their search query:
Below Search Box while Typing -
Next to the search box on the Results List page – A slot drop-down list appears next to the search box to enable users to perform additional search queries with any of the active slots:
Search Box with Search Scopes
Adding a Search Profile Slot
The Search Profile Slots tab enables you to configure one or more search profile slots per view. For each search profile slot, you can specify which search profiles (see Configuring Search Profiles) to include and the order in which the slots appear in the UI.
A maximum of 8 search profile slots will appear for basic search.
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Edit your view on the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views) to open the View Configuration page.
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Select the Search Profile Slots tab.
Search Profile Slots Tab -
Select Add a Slot to open the Define Slot Page.
Define Slot Page -
In the Define Slot section, specify the following fields:
Fields for Add a Slot Page Field Description Code
Specify a unique name for this slot.
Name
Specify the display label for this slot.
Select the Globe button
if you want to create translations for the label in the View Labels code table. For more information, see Configuring Display Labels.Tooltip
Specify the tooltip for this slot, which appears only in the Advanced Search window.
Select the Globe button
if you want to create translations for the tooltip in the View Labels code table. For more information, see Configuring Display Labels.Description
Optional text to describe the slot.
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In the Select Search Profiles for slot section, activate the search profiles you want to include with the new slot. As you activate a row, it moves to the top of the list. You can use up/down arrows to change its order.
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Select the up/down buttons as needed to change the order of the active search profiles.
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Select Save.
Adding Featured Results to a Search Profile in a Slot
The Featured Results Bar feature enables you to display additional relevant records not in the same scope as those returned in the selected search profile or to highlight records of a specific type in the same or different search scope. Here are some examples which are not limited to CDI search scopes:
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You want to return featured CDI articles (Search Profile = CentralIndex) in a search profile that returns only local records (Search Profile = MyInstitution).
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You want to include featured images in search results in which images were excluded. For greater emphasis, you can return featured images in search results in which images were already included.
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You want to include featured collections in search results where collections do not usually appear.
When this functionality is enabled, a Featured Results Bar appears after the third record on the first page of the brief results. Within the bar, the highest-ranked records appear first. The bar does not display after selecting a facet or navigating to another page in the results. If the original query does not return results, the system does not display any featured results. For each Featured Result mapping, you can specify either of the following formats for the bar:
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List – The Featured Results Bar displays up to ten items that include only the title. Users can scroll left or right to see the items in the horizontal list. If the title exceeds seven rows, an ellipsis is added to the end of the seventh row to indicate that the title is incomplete. This format is not supported in the NDE UI.
List Format -
Thumbnail – The Featured Results Bar displays up to ten items that include a fixed-sized thumbnail with the title below it. Users can scroll left or right to see the items in the horizontal list. If the title exceeds four rows, an ellipsis is added to the end of the fourth row to indicate that the title is incomplete.
Thumbnail Format (Original UI)
Thumbnail Format (NDE UI)
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On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), select the Search Profile Slots tab.
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Edit the search profile slot to which you want to add the Featured Results Bar.
The Edit Profile Slot page opens.
Edit Profile Slot Page -
If you want to see which mappings are defined for each search profile (per slot), select the profile from the Enabled feature results field in the Define Featured Results section. If a mapping has been activated, the Featured Results Bar will appear in results if users select that slot and search profile in the UI.
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To add a new mapping to a search scope:
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Select Add New Mapping to open the Add New Mapping dialog box.
Add New Mapping Dialog Box -
Specify the following fields in the dialog box to select which types of records will appear in the Featured Results Bar for this search profile:
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Active – Select this checkbox to activate the Featured Results Bar for this slot and search scope. If you already have an active mapping row for this search profile, you must activate it later from the list of mapping rows.
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Title – Specify the display title for the Featured Results Bar.
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Search Profile – Select the search profile used as the source of the records displayed in the Featured Results Bar.
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Resource Type – Select All items or the resource type of the records you want displayed in the Featured Results Bar.
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Format – Select one of the following display formats for the Featured Results Bar: List or Thumbnail. This option is not available in NDE views, because only the thumbnail format is supported.
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Select Add Row to save the mapping row to the search profile's list. If a search scope is used in another slot, separate mapping lists are maintained per slot.
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To activate the Featured Results Bar for a search profile:
Activate a Mapping Row-
Select the search profile from the Enabled featured results field to display its possible mappings.
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Activate the mapping row you want to use for the scope of the Featured Results Bar.
Because only one mapping row can be active, you may need to deactivate a mapping row before activating another one.
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Select Save to save the changes to your profile slot.
Deleting a Search Profile Slot
The Search Profile Slots tab enables you to delete search profile slots.
On the Search Profile Slots tab, select Delete from the row actions list.
Activating/Deactivating a Search Profile Slot
The Search Profile Slots tab enables you to activate or deactivate search profile slots.