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    Summon: Search Results Facets and Refinements

    • Product: Summon


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    What are Summon search results facets and refinements?

    Search Results Facets and Refinements in Summon 2.0

    Filters and facets are used to narrow search results to a more refined set of items. These tools appear along the left side of the Search Results page:

    Summon_SR_FacetsAndRefinements.png


    Search Results Refinements

    Available filters are listed in the following table. Filters and facets are enabled/disabled in the Settings page in the Summon Administration Console:

    Refinement Effect on Search Results

    Full Text Online

    The search results will display only items in which the patron has online access to the full-text.

    Scholarly & Peer-Review

    The search results will display only those articles from scholarly publications, including peer-review, which is based on whether Ulrich's determines a journal is scholarly.

    Peer-Review

    The search results will display only content from titles verified as reviewed by peers in the profession, determined to be of academic quality, and suitable for publication, based on the same peer-reviewed standards as Ulrich's for journals and abstracts.

    Open Access

    Search results will display only freely available and openly accessible content without requiring authentication by the user.  See Open Access Filter for details.

    Library Catalog

    The search will only display those results in your library catalog.

    Items at my institution

    The search will only display those results (print and electronic) available at your institution, rather than from other libraries in your consortium. Available to those libraries with a Union Catalog.

    Add results beyond your library's collection

    Unlike all other filters, this option expands a search results set, instead of narrowing it down. It performs an open search of the entire Summon index (excluding other libraries catalogs and private, institutional, A&I databases). A patron can then see what is indexed on the breadth of a given topic, and perform an interlibrary loan (ILL) for items to which your library does not have full-text access.

    The checkbox for this filter displays above the search results.


    Search Results Facets

    There are two types of facets: targeted and contextual.

    Targeted Facets are useful in managing records based on the nature of the result set. Targeted facets include the following:

    Targeted facets are displayed by default on the results page.

    To display the Library Location facet by default, please ensure that the following settings are applied in the Customizer for each client.

    • 'Contextual Faceting for Union Catalog Enabled' set to 'On' state
    • 'Institution' facet moved to 'Disabled'

    Contextual Facets are useful in displaying the curated metadata from your library's MARC records in the context of your catalog. Contextual facets include the following:

    • Author

    • Genre

    • Region

    • Time Period

    Contextual facets are not displayed by default, but rather in two ways: 1) when search results are filtered by Content Type: Book/eBook; and 2) when the patron selects the Library Catalog check box within the Refine your search section.

    Facet counts are displayed to the right, as seen in the below Content Type example identifying that there are 1,729 journal articles in the search results set. By default a facet's top filter values are displayed.

    • A More link displays below each facet, click the link to display all filter values, sorted by rank.

    • When viewing all filter values after clicking the More link, you can use the Filter list search box when there are many facet values to sort through.

    The Filter list search box opens to the right of the facets pane after selecting the More link below a particular facet:

    Summon_FilterList_ContentType.png

    When multiple values are selected for a facet, Summon combines the values with a Boolean OR and refreshes your results set. See the Combining Multiple Facets and/or Refinements section for more details about combining multiple filters.

    Expanding Your Options to Include or Exclude Facet Values

    Selecting a facet's value displays a Green checkmark to the right of the facet value and automatically refreshes the search results to reflect the inclusion of that facet value. You can include as many values as you want from the Facet list. Some facets may require you to expand its list to see any of its values. You may need to select More to see all facet values.

    Summon_IncludedFacets.png

    If you want to edit your inclusions or add many values without refreshing the search results after every inclusion, select the Pencil icon that appears next to the Refine Your Search heading. After making your selections, select Apply to refresh the search results. The number of changes to apply appears in parentheses next to the button.

    Summon_IncludedFacets_EditMode.png

    If you want to exclude one or more of a facet's values or include values that do not appear in the facet's list, select More to display all of a facet's values. From this list, perform the following actions and then select Apply to apply your inclusions/exclusions to the search results:

    • Exclude a value – Select the Red 'X' that appears to the right of each value. After a value has been selected, a horizontal line will appear through it. To clear a value, select it again.

    • Include a value – Select the value. After a value has been selected, its text and check mark will appear in bold type. To clear a value, select it again.

    Summon_ExcludedFacets_More.png

    When multiple values are selected or excluded for a facet, Summon combines the values with a Boolean OR. See the Combining Multiple Facets and/or Refinements section for more details about combining multiple filters.

    To clear all included/excluded filters, select Clear Filters at the top of the Facets pane.


    Combining Multiple Facets and/or Refinements

    When multiple filters (facets or refinements) are used, they are combined with a Boolean AND. Another way of viewing this is that the filters are applied sequentially — namely, the first filter is applied to the original result set, the second filter is applied to the output of the first filter, and so on. This is not to be confused with the Boolean OR used to combine multiple values of a facet.

    Example:

    A patron checks the "Full Text Online" refinement, as well as "Book/eBook" and "Journal Article" in the Content Type facet. In this case, two filters are applied: the "Full Text Online" filter, and the "Content Type" filter, which uses two values ("Book/eBook" and "Journal Article"). The results are narrowed down to the items 1) that have Full Text Online AND 2) whose Content Type is "Book/eBook" OR "Journal Article".


    How to Customize Facets and Refinements

    You can enable or disable Facets and Refinements in the Settings page in the Summon Administration Console.

    Use the Translations page in the administration console to change the text of labels related to this feature.


    • Date Created: 9-Feb-2014

    • Last Edited Date: 19-July-2019

    • Old Article Number: 8844

     

     

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