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Search preferences

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Discover how to set search preferences to enable, disable, and sort the data types, scopes, and indexes that appear when you perform basic and advanced searches in WorldShare Record Manager.

Use search preferences to enable, disable, and sort the data types, scopes, and indexes that appear when you search for records. Search preferences also allow you to select the editor in which you wish to view records.    

 Note: After setting preferences in Searching - Advanced, Searching - Basic, or Working with Records:

  • Click Reset Form to restore original default settings.
  • Click Discard Page Changes to discard the changes you made and retain your previous settings. A confirmation dialog displays to confirm the discardment. Click Discard to confirm and discard your changes.

設定用於進階搜尋的搜尋偏好設定

Searching - Advanced accordion - Image

  1. In the left navigation, click User Preferences.
  2. From the User Preferences screen, click Searching - Advanced.
  3. For One Search Result Only, enable Open record for editing to bypass the results list and go directly to the record editor when a search returns one result.
  4. For Language(s) of Cataloging, select the language(s) used for the description of the item.
  5. For Source of Cataloging, select the code used to designate the institution that is primarily responsible for the content of the catalog record.
    • Any (default)
    • DLC (Library of Congress)
  6. 對於書目記錄的搜尋範圍：
    • 選擇要在「範圍」下拉式清單中顯示的搜尋範圍。預設狀態下，所有的搜尋範圍皆為選取狀態。
      • 若要停用搜尋範圍，請在「顯示」欄中取消選取它。
    • Select the default search scope. Some search scope options differ between WMS and non-WMS libraries.
      Available search scopes for WMS and non-WMS libraries - Table
      Search scope name Non-WMS libraries WMS libraries only
      讀者 - 所有使用者   x
      讀者 - 我的圖書館使用者   x
      讀者 - 我的已驗證使用者   x
      讀者 - 我的圖書館工作人員   x
      所有WorldCat x x
      我的圖書館館藏 x x

       

    • 決定搜尋範圍在「範圍」下拉式清單中的顯示順序。
      • Click the up arrow to move a search scope up and the down arrow to move a search scope down in the list.
  7. For the first enabled search scope, click the search scope name and then select the following:
    1. 對於預設排序方法，選擇搜尋結果的排序方式。
      Available default sorting methods
      • 作者 (升序)
      • 作者 (降序)
      • 日期 (新到舊)
      • 日期 (從舊到新)
      • 圖書館數 (遞減)
      • 圖書館數 (遞增)
      • Relevance (default)
      • 標題 (升序)
      • 標題 (降序)
    2. 對於索引顯示順序：
      1. 選擇要在「索引」下拉式清單中顯示的索引。預設會選取所有的索引。
        • 若要停用某個索引，請在「顯示」欄中取消選取該索引。
      2. Select the default index by enabling the Default radio button for the index. By default, Keyword is selected.
      3. 決定索引在「索引」下拉式清單中的顯示順序。
        • Click the up arrow to move an index up and the down arrow to move an index down in the list.
      4. Click Back to Search Scopes and repeat steps 1-3 for the remaining search scope(s).
  8. 按一下 儲存 。

設定基本搜尋的搜尋偏好設定

  1. In the left navigation, click User Preferences.
  2. From the User Preferences screen, click Searching - Basic.

 Note: After setting preferences in Data Type Options, Authority Records, Bibliographic Records, Local Bibliographic Data Records, and Local Holdings Records, click Reset Form to restore original default settings.

設定資料類型偏好

Searching - Basic accordion: Data Type Options - Image

  1. Click Data Type Options.
  2. 選擇要在「資料類型」下拉式清單中顯示的資料類型。默認情況下，所有的資料類型都已選取。
    • 若要停用某個資料類型，請在「顯示」欄中取消選取它。
  3. 啟用資料類型的預設單選按鈕來選擇預設資料類型。 預設狀態下的「書目記錄」已選取。
  4. 決定資料類型在「資料類型」下拉式清單中的顯示順序。
    • Click the up arrow to move a data type up and the down arrow to move a data type down in the list.
  5. 按一下 儲存 。

Set authority record preferences

Searching - Basic accordion: Authority Records tab - Image

  1. Click the Authority Records tab.
  2. For One Search Result Only, enable Open record for editing to bypass the results list and go directly to the record editor when a search returns one result.
  3. For Diacritics, enable Enter search terms with diacritics to enter diacritic characters when performing a basic or expert search.
  4. For Authority References, enable Show See references in search results, Show See Also references in search results, and/or Show Heading Linking Entries in search results to view See references, See Also references, and/or 7xx links in authority record search result lists if present in the records.
  5. For Search Scope(s) for Authority Records:
    1. Select which search scopes appear in the Scope drop-down list. By default, all search scopes are selected.
      • 若要停用搜尋範圍，請在「顯示」欄中取消選取它。
    2. Select the default search scope by enabling the Default radio button for the search scope. By default, GND Authorities is selected.
    3. Determine the order in which the search scopes appear in the Scope drop-down list.
      • 在清單中按一下向上箭頭可向上移動搜尋範圍，或按向下箭頭可向下移搜尋範圍。
  6. For the first enabled search scope, click the search scope name and then select the following:
    1. 選擇要在「索引」下拉式清單中顯示的索引。預設會選取所有的索引。
      • 若要停用某個索引，請在「顯示」欄中取消選取該索引。
      • See Record Manager Authorities Guide for a list of available authority files and indexes.
    2. Select the default index by enabling the Default radio button for the index. By default, the following indexes are selected:
      • GND Authorities: Keyword
      • GND Authorities - Browse: Corporate/Conference Name
      • LC: Agency Control Number
      • LC - Browse: Corporate/Conference Name Phrase
      • Maori Subject Headings: Cataloging Source
      • MeSH Authorities: Control Number
      • MeSH Authorities - Browse: Geographics Phrase
      • NTA Names: Control Number
      • NTA Names - Browse: Established Heading Linking Entry Phrase: Personal Name
    3. Determine the order in which the indexes appear in the Index drop-down list.
      • 在清單中按一下向上箭頭會將索引上移，按一下向下箭頭可將索引下移。
    4. Click Back to Search Scopes and repeat steps a-c for the remaining search scope(s).
  7. 按一下 儲存 。

Set bibliographic record preferences (default)

Searching - Basic accordion: Bibliographic Records tab - Image

  1. For One Search Result Only, enable Open record for editing to bypass the results list and go directly to the record editor when a search returns one result.
  2. For Default Search Results Format, enable Display condensed result list to set the default search results format to condensed. By default, the search results format is enhanced.
  3. 對於濃縮搜尋結果表格選項：
    1. 選擇要顯示在濃縮搜尋結果簡單表格中的欄。您必須至少啟用一個欄。 
      • 若要移除欄，請在「顯示」欄中取消選取它。
      • 可用的濃縮搜尋結果表格欄
        • 標題
        • 著者
        • OCLC 編號
        • 出版商
        • 出版日期
        • 格式
        • 作品語文
        • 編目語言
        • 編目來源
        • 驗證代碼
        • 編碼層級
        • 已預約
        • WorldCat館藏
        • 集團館藏
        • 館藏讀者層級

           Note: Holding Audience Level is available for WorldShare Management Services libraries only.

    2. 決定欄在濃縮搜尋結果簡單表格中的顯示順序。
      • 在清單中按一下向上箭頭可向上移動欄，或按向下箭頭可向下移欄。
  4. 對於書目記錄的搜尋範圍：
    1. 選擇要在「範圍」下拉式清單中顯示的搜尋範圍。預設狀態下，所有的搜尋範圍皆為選取狀態。
      • 若要停用搜尋範圍，請在「顯示」欄中取消選取它。
    2. Select the default search scope by enabling the Default radio button for the search scope.  Some search scope options differ between WMS and non-WMS libraries. By default, All WorldCat is selected.
      Available search scopes for WMS and non-WMS libraries - Table
      Search scope name Non-WMS libraries option WMS libraries option
      讀者 - 所有使用者   x
      讀者 - 我的圖書館使用者   x
      讀者 - 我的已驗證使用者   x
      讀者 - 我的圖書館工作人員   x
      所有WorldCat x x
      All WorldCat - Browse x x
      我的圖書館館藏 x x
      Saved - In Progress x x
    3. 決定搜尋範圍在「範圍」下拉式清單中的顯示順序。
      • 在清單中按一下向上箭頭可向上移動搜尋範圍，或按向下箭頭可向下移搜尋範圍。
  5. 對於第一個啟用的搜尋範圍，請按一下搜尋範圍名稱，然後選取下列項目：
    1. For Default Sorting Method, select how your search results are sorted (not applicable for All WorldCat - Browse).
      All WorldCat, My Library Holdings and WorldCat Holdings Audience Level default sorting methods
      • 作者 (升序)
      • 作者 (降序)
      • 日期 (新到舊)
      • 日期 (從舊到新)
      • 圖書館數 (遞減)
      • 圖書館數 (遞增)
      • 相關性 (預設)
      • 標題 (升序)
      • 標題 (降序)
      Saved - In Progress default sorting methods
      • Save File Number (default)
      • 標題
      • Descending Date
      • Ascending Date
    2. 對於索引顯示順序：
      1. 選擇要在「索引」下拉式清單中顯示的索引。預設會選取所有的索引。
        • 若要停用某個索引，請在「顯示」欄中取消選取該索引。
        • 見 書目記錄索引以取得可用書目索引的清單。
      2. 啟用索引的預設單選按鈕來選取預設索引。 預設會選取下列索引：
        • 所有WorldCat: 作者
        • All WorldCat - Browse: Corp./Conf. - Whole Phrase
        • 我的圖書館館藏：關鍵字
        • Saved - In Progress: My Status
      3. 決定索引在「索引」下拉式清單中的顯示順序。
        • 在清單中按一下向上箭頭會將索引上移，按一下向下箭頭可將索引下移。
      4. Click Back to Search Scopes and repeat steps 1-3 for the remaining search scope(s).
  6. 按一下 儲存 。

Set local bibliographic data record preferences

Searching - Basic accordion: Local Bibliographic Data Records tab - Image

  1. Click the Local Bibliographic Data Records tab.
  2. For One Search Result Only, enable Open record for editing to bypass the results list and go directly to the record editor when a search returns one result.
  3. For Search Scope(s) for Local Bibliographic Data Records:
    1. Click My LBDs and then:
      • 選擇要在「索引」下拉式清單中顯示的索引。預設會選取所有的索引。
      • Select the default index by enabling the Default radio button for the index. By default, Keyword is selected.
      • 決定索引在「索引」下拉式清單中的顯示順序。
        • Click the up arrow to move a data type up and the down arrow to move a data type down in the list.
  4. 按一下 儲存 。

設定當地館藏記錄偏好

Searching - Basic accordion: Local Holdings Records tab - Image

  1. Click the Local Holdings Records tab.
  2. For One Search Result Only, enable Open record for editing to bypass the results list and go directly to the record editor when a search returns one result.
  3. For Display Information in Search Results, enable or disable the display of Audience Level, Shared Print and/or Lending Policy columns in the LHR result list. By default the Audience Level Shared Print and Lending Policy columns do not display. Audience Level can be enabled by WorldShare Management Services (WMS) libraries. Shared Print and Lending Policy can be enabled if your library participates in either the Shared Print program or Interlibrary Loan.
  4. For Copy Number, enable Display 852 $t information in search results to display 852 $t (Copy Number) in your search results.
    • If you enable this preference, enter a prefix for this information in the Prefix form field (e.g., c., copy, copy number, etc.).
  5. 搜尋當地館藏記錄範圍：
    1. 選擇要在「範圍」下拉式清單中顯示的搜尋範圍。預設狀態下，所有的搜尋範圍皆為選取狀態。
      • 若要停用搜尋範圍，請在「顯示」欄中取消選取它。
    2. Select the default search scope. Some search scope options differ between WMS and non-WMS libraries.
      Available search scopes for WMS and non-WMS libraries - Table
      Search scope name Non-WMS libraries option WMS libraries option
      讀者 - 所有使用者   x
      讀者 - 我的圖書館使用者   x
      讀者 - 我的已驗證使用者   x
      讀者 - 我的圖書館工作人員   x
      Call Number Browse (default) x x
      我的 LHRs x x
    3. 決定搜尋範圍在「範圍」下拉式清單中的顯示順序。
      • Click the up arrow to move a search scope up and the down arrow to move a search scope down in the list.
  6. 按一下 我的 LHR 。對於索引顯示順序：
    1. Select which indexes appear in the Index drop-down list. By default, all indexes are selected.
    2. Select the default index by enabling the Default radio button for the index. By default, the Action Note index is selected.
    3. 決定索引在「索引」下拉式清單中的顯示順序。
      • Click the up arrow to move an index up and the down arrow to move an index down in the list.
  7. 按一下 儲存 。

Set bibliographic record editor preference

  1. In the left navigation, click User Preferences.
  2. From the User Preferences screen, click Working with Records.
  3. Select a default editor.
    • MARC 21 View (default)
    • Text View
  4. Click Save.