Differences

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--- help:thesaurus:main [2012/09/26 15:52] – [CERL Thesaurus Help] baldwin
+++ help:thesaurus:main [2018/09/12 16:17] – jahnke
@@ Line 1: / Line 1: @@
-====== CERL Thesaurus Help ======
+======CERL Thesaurus Help======
-These pages (accessible via the links on the left) describe the main features of the CERL Thesaurus web interface. For information on the content of the Thesaurus or other means of access go to the [[::resources:cerl_thesaurus:main|Resources section]].
+==== Full text search ====
+{{ :resources:cerl_thesaurus:editing:search1.png?300|Search}}
+Probably the easiest approach to searching the CT is to use one or more terms in the full text search field. A full text search in the new environment will typically yield more hits than in the previous system, due to different indexing principles applied to the data. (To let your search mimic the behaviour of the old system, see below.)
+As a default your search result will be grouped the types of entities it contains: Corporate Names, Imprint Names, Places and Persons. Each group will display the first 25 hits and a link to the full set, if available.
+You may click a heading in these list to access the full record.
-===== Searching =====
+Clicking on "Show all ... records" will present the records of that set in a list that can be paged through using the buttons at the bottom of the page.
-{{thesaurus11.png?200x100 }}To search for a name or title in the CERL Thesaurus, enter a search term into the search box and select the segments of the database you wish to search by ticking the boxes below the search box. You may search in more than one segment at a time. Searchable are name forms (in any word order), record identifiers (CT identifiers and other identifiers) as well as words and codes from the activity and geographic notes fields.
+To bookmark a record, click the bookmark icon in the top right corner of the record. You can access your bookmarked records from the item "Bookmarks" in the top navigation bar.
-The records that match your search terms are grouped according the database segments they belong to. I.e. when searching for //paris//, the capital of France will appear in the places section while Geneviève <de Paris> will appear in the persons section.
-Click on a record to display the full information or click on the clipboard symbol to add that record to your [[#clipboard|clipboard]] in order to consult it at a later point in time or download it.
+==== Limiting and sorting your search results ====
-Clicking **More Search Options** opens an extended form from which you may select even more categories to search in. (You may close this form by clicking "Fewer Search Options".)
-The use of **Boolean search operators** is not supported. If you enter more than one search term, the system will combine them by a logical //AND//. Phrase search is not supported either. For searching an exact name form, use the [[#browsing|index browse lists]].
+If your search yields too many hits, you can reduce the size of your resultset using one of the limiting options in the right column of the result screen.
-Right **Truncation** is possible by adding a question mark (**?**) to the search term.
+The option "Search for names only" will limit your search to the headings and variant names fields of a record, thus emulating the search behaviour of the old CERL Thesaurus web interface.
-You may **sort** your search results either alphabetically or chronologically. Please note that records without biographical dates will sort at the end of a set when chronological sorting is applied.
+The limit "by feature" option allows you to select those records from the current sets that contain either provenance information, Links to the printers' devices or images (portraits). The number in parentheses indicates the size of the resultset after applying the limitation. You may also limit your result by the gender of the described person (persons and imprint names).
-You may always **return to your last search result set** by clicking //Search// in the navigation bar on the right.
+The search results are by default sorted alphabetically. If you want to consult them in chronological order, you may do so by clicking "chronologically (earliest first)" or "chronologically (latest first)" from the "Sort your result" section below the Limit options.
-===Examples of searching for names===
+==== Using search keys ====
-==(Personal or Imprint names)==
-**1.** Forms used as entry forms by one of the contributing libraries are indexed as they are, without any further additions etc. For example:
-<code>
-	budapest
-</code>
-or
-<code>
-	ribalta, francisco
-</code>
-\\
-**2.** Variant or fictional name forms are followed by an equals sign and the first (in alphabetical order) heading form. For example:
-<code>
-	zagrabia = agram
-</code>
-or
-<code>
-	ribadeneira, petrus = ribadeneyra, pedro
-</code>
-==(Personal names only)==
-**3.** A name form comprising non-sorting elements will be indexed [a] without the non-sorting elements, [b] with the non-sorting elements as a part of the first name and [c] with the non-sorting elements as a part of the last name. For example:
-<code>
-	bergen, paulus
-	bergen, paulus von
-	von bergen, paulus
-</code>
-**4.** Names containing additons (filing qualifiers) are indexed with the addition following the name and without. For example:
-<code>
-	parker, matthew archbishop of canterbury
-	parker, matthew
-</code>
-**5.** Names that consist only of a single name form (i.e. the first name) and an addition to the name or a filing qualifier will be indexed with and without the addition and - unless the addition contains a numeration of any kind - with the addition in the place of the last name. For example:
-<code>
-      >100 johannes
-johannes damascenus
-damascenus, johannes
-</code>
--> [[http://thesaurus.cerl.org|Back to the CERL Thesaurus web interface]]
+You may formulate more complex queries using the following search keys in the search box. A search key must always be followed by a colon and the value you are searching for without any blanks. You may also use parentheses and the Boolean operators AND, OR and NOT (note that the Boolean operators must be written in capital letters).
+Truncation is possible by adding an asterisk (*) to the search term. To search for phrases, put those in quotation marks (").
+|address|search within the address of an entity \\ ''address:"Kerk-straat"''|
+|corporateName|search only within the names (headings and variants) of corporate entities \\ ''corporateName:university''|
+|dedup|search for records marked for deduplication (see below) \\ ''dedup:cnl''|
+|external_id|search for IDs from external files \\ ''external_id:gnd'' or ''external_id:(gnd 1029934118)''|
+|feature|search for records with certain features \\ ''prdv'' Printers' Devices \\ ''prov'' Provnance Information \\ feature:prdv |
+|gender|search for persons or printers by their gender \\ ''a'' female \\ ''b'' male \\ ''u'' unknown \\ ''gender:a''|
+|id|search for a CERL Thesaurus ID \\ ''id:cnc00006222''|
+|imprintName|search only within the names (headings and variants) of printers etc. \\ ''imprintName:sermartelli''|
+|last_changed|search for records last changed at a certain date or within a certain time period \\ ''last_changed:[2017-12-01 TO * ]'' all records changed at or after Dec, 1st 2017|
+|name|search only within name fields \\ ''name:hamburg''|
+|note|search only within note fields \\ ''note:printer''|
+|placeName|search only within the names (headings and variants) of places \\ ''placeName:hamburg''|
+|personalName|search only within the names (headings and variants) of persons \\ personalName:aristoteles|
+|record_flag|search for records bearing a specific marker \\ ''record_flag:ba18''|
+|related_to|search for records that link to the given record id. There is a number of search keys that allow for more detailled searches for certain relationship types, which are not listed here. \\ ''related_to:cnl00032270''|
+|sign|search within the sign/marks/devices fields \\ ''sign:tortuga''|
+|type|search for a certain record type \\ type:cnp|
+|year_end|search for entities whose activity or existence ended before, in or after a certain year \\ ''year_end:>1800'' \\ year_end:<1500|
+|year_start|search for entities whose activity or existence started before, in or after a certain year \\ ''year_start:[1530 TO 1560]''|
-===== Browsing =====
+a complete list of available search keys can be found here: [[indexing]]
-{{thesaurus12.png?200x100 }}You may browse the indexes of the CERL Thesaurus if you wish to see an entry in its alphabetical context. Click **Browse** in the navigation bar on the right and select the index you want to browse.
-Below each index entry the records holding this name or title form are listed in the same manner as in the search result lists. Just click on an entry to see the record or click on the clipboard symbol to add that record to your [[#clipboard|clipboard]] (e.g. for downloading).
+==== Working with the Search History ====
-Each page contains 15 entries in alphabetical order. To see the next or the preceding 15 entries, use the links at the bottom.
-Available indexes are:
+The last 20 searches you have performed (or records you've consulted in full display) are recorded in your search history and can be seen from the item "History" in the top navigation bar. You can go back to a particular search or record by clicking on the query or record id.
-  * Places
-  * Imprint Names
-  * Persons
-  * Sources (titles and abbreviations of reference works cited in CT records)
-  * Corporate Names
-  * Provenance Names (Persons and Corporate Bodies who are recorded as (former) owners of books).
-  * Id numbers (CERL Thesaurus record identifiers)
-By clicking //Browse// in the navigation bar you can always **return to your last browse list**.
+The search history is associated with the current session. If you don't do anything in the web interface for more than two hours, logout or if you clear your browser cookies, the session will be terminated and the search history will be no longer available. Data associated with terminated sessions is deleted from the server after 24 hours.
+==== Browsing alphabetical indexes ====
+{{ :resources:cerl_thesaurus:editing:browse.png?300|Browse}}
+You may search for names of places, corporate bodies, printers, persons and entities for which provenance information is available by using alphabetical browse lists. They are available from the item "Browse" in the top navigation bar.
--> [[http://thesaurus.cerl.org|Back to the CERL Thesaurus web interface]]
+Select an alphabetical browse list from the dropdown and type the first few characters of your search term into the field next to it and hit "Browse" to open the list at the desired position. To go to the previous or next section of the list, use the navigation buttons at the bottom of the page.
+The number at the left of each entry indicates the number of records that hold the particular name form. Clicking on the entry itself will trigger a search and present the records.
-===== Search History =====
-{{thesaurus13.png?200x100 }}You may revisit your earlier searches in the Search History list by clicking on //Search History// in the navigation bar on the right.
-Please note that by going back to a previous search or index browse list, the current search result set or index browse list will be overwritten. (However, you can access it from the search history then)
-You may also add records to your [[#clipboard|clipboard]] from the search history by clicking the blue clipboard symbol next to the entry.
--> [[http://thesaurus.cerl.org|Back to the CERL Thesaurus web interface]]
-===== Clipboard =====
-{{thesaurus14.png?100x100 }}Next to a record's short display you will find a small blue clipboard symbol. By clicking this symbol you add the respective record to your clipboard, which is displayed on the left side below the Toolbox.
-To access a record from your clipboard, just click on the heading/title.
-To remove a record from the clipboard, click the waste paper basket symbol on the left of that entry. To remove all records from the clipboard, select //clear your clipboard// from the Toolbox.
-You can **download** the records on your clipboard as a text file by clicking //Export clipboard// in the Toolbox. Your browser will prompt you to save the file, which you can open with any text processing software. Please note that the character encoding is UTF-8.
--> [[http://thesaurus.cerl.org|Back to the CERL Thesaurus web interface]]
-===== Annotations =====
-{{thesaurus15.png?100x160 }}User may comment on any record in the CERL Thesaurus via its inbuild annotation feature (Scholar's Notepad), thus sharing insights on the described entity, information on scholarly communications or further information sources on it.
-To add an annotation click //Add an annotation// at the bottom of the annotation area of a record's full display. A form will open where you can insert any text. Text formatting is limited to line breaks and bold script (by enclosing the ***text*** with asterisks). Hyperlinks are recognized automatically, if they are surrounded by blanks (and do not contain blanks) and start with %%http://%%.
-In order to be able to **edit your comment** at a later point in time, you should insert a password of your choice in the password field. Please choose a password that you can remember easily while it is not easy to guess by others (Under no circumstances use your name or 'cerl'). A password-protected entry will have a link reading //Edit this annotation// below it. You may click this link, enter your password and make changes to your comment. Comments without a password cannot be edited once they have been saved.
-CERL reserves the right to delete any comment, which it considers inappropriate (i.e. messages that are usually referred to as 'spam').
--> [[http://thesaurus.cerl.org|Back to the CERL Thesaurus web interface]]
-===== Multilingualism =====
-{{thesaurus16.png?200x100 }}The CERL Thesaurus web interface is available in a variety of European languages. The underlying software will try to detect your preferred language(s) from your browser settings. If your browser is not configured accordingly or your browser's default language is not available, you may switch to a language of your choice by clicking //Language// in the top navigation bar and then picking the language you want the interface be displayed in.
-Please note: if a component of the web interface is not available either in the language you've choosen or in your browser's language, the system will default to English.
-If you would like to help with the translation of the interface into a language not yet covered, please contact CERL at [[secretariat@cerl.org]].
--> [[http://thesaurus.cerl.org|Back to the CERL Thesaurus web interface]]
-===== Diacritics and Non-Roman Scripts =====
-Under Windows XP some **diacritics do not display properly** with the CERL Thesaurus web interface's default font. If you encounter misplaced diacritic marks or characters that cannot be displayed (i.e. you see a rectangle or a question mark instead of a character), try another font by clicking //Change Font// from the Toolbox repeatedly until you find a font that works for you.
-The system will try to display the record using the following fonts if available:
-  * Arial Unicode MS
-  * Titus Cyberbit Basic **or** Times New Roman
-  * Tahoma
-Under Windows Vista and Windows 7 the default font works fine with diacritics and most non-Roman characters.
-To facilitate the input of diacritics and non-Roman characters there is a virtual (on-screen) keyboard available for the search line and the index browse input field. Click //Virtual Keyboard// in the Toolbox to activate the keyboard icon. Click //Virtual Keyboard// again to hide it.
--> [[http://thesaurus.cerl.org|Back to the CERL Thesaurus web interface]]

help/thesaurus/main.txt · Last modified: 2020/01/29 16:44 by jahnke