Search scoping allows you to create subsets of your database, and determine which records belong in each scope. Although scoping can also be applied to staff activities, this poster is concerned with scoping as applied to the web catalog

Duncan, Leigh Ann

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CORE

Wright State University CORE Scholar University Libraries' Staff Publications University Libraries 4-28-2008 Search Scoping Leigh Ann Duncan Wright State University - Main Campus, leigh.duncan@wright.edu Follow this and additional works at: https://corescholar.libraries.wright.edu/ul_pub  Part of the Information Literacy Commons Repository Citation Duncan, L. A. (2008). Search Scoping. . https://corescholar.libraries.wright.edu/ul_pub/188 This Presentation is brought to you for free and open access by the University Libraries at CORE Scholar. It has been accepted for inclusion in University Libraries' Staff Publications by an authorized administrator of CORE Scholar. For more information, please contact library-corescholar@wright.edu. Overview:  Search scoping allows you to create subsets of your database, and determine which records belong in each scope.  Although scoping can also be applied to staff activities, this poster is concerned with scoping as applied to the web catalog.Location-Based Scopes:  Scopes can be created based on your branch location codes.  These codes can represent actual physical locations, or specific collections within locations.  Patrons will then be able to limit their searches based on location, for example “Main Library” or “Shakespeare Collection.”Tip #1Innovative will ask for a list of paired bibliographic and item locations.  Make sure your pairs match!  If the scope has no bibliographic locations, it will always return no hits.How it Works:1. The patron chooses a scope and enters a query2. The system looks for all bibliographic records that match both the query and the bibliographic locations listed for the scope3. The system then looks for any item records containing item locations listed in the scope, which are attached to these bibliographic records4. The search will display ALL bibliographic records returned in the search, along with items containing locations listed for that scope.  See Tips #1 and #2!Tip #2For each bibliographic code listed in your scope, you should include ALL corresponding item locations.  Missing item locations can result in “naked” bibliographic records being displayed—and patrons wondering where to find the item!Example: Your Scope lists the following locations:East (bib)EJuveEYAEFicENonFicHowever, your database also contains records that have a bibliographic location of East and an item location of EBio.  If that item location is not included in the scope—and it’s the only item attached to the bib—the bibliographic record will still display in a scoped search, but no item information will be shown.No item information!BCode-Based Scopes:  Scopes can be created based on the bcodes in your bibliographic records.  Each library customizes their bcodes, but they are often used to specify bibliographic level, material type and display.  Patrons will then be able to limit their searches based on these codes, for example “Journals/Serials,” “Music ,” or “Maps.”How it Works:1. The patron chooses a scope and enters a query2. The system looks for all bibliographic records that match both the search terms and the bibliographic code listed for the scope3. The search will display ALL bibliographic records returned in the searchTip #3Know your data!  We found some interesting surprises in some of our bcodes, due to migration mishaps and some odd vendor records.Maintaining Record Links:  Successful search scoping depends on pairs of item and bibliographic location codes being up to date.  When new records are added to the system, scopes need to be considered so that all associated item and bibliographic codes are represented correctly.  Diligent staff can certainly make sure this happens.  But to make life easier—why not automate this process?Update Locations in Bibliographic RecordsThis Innovative program, part of the Link Maintenance product, will examine your records and add locations as needed according to a table you configure.  Here is an example of an entry:Bib location     Locations in item, checkin or order record01 > East        EJuve EYA EFic ENonFic ERef02 > Ref        ERef SRef WRef NRefTip #4If you have the Link Maintenance product, ask Innovative to automate the Update program to run each night—it’s a Service Commitment.Maintaining the Scope Menu:  Scope rules can be viewed (editing is done by Innovative) on this menu and scoping maintenance options include:M > Change MENU Line – the scope name patrons seeN > Change Scope NAME – the scope name “behind the scenes”O > Change scope ORDER – the order of the scopes in the catalog drop-down menusExample:MAINTAINING THE SCOPE MENU                               #   MENU LINE            MENU ORDER         SCOPE NAME01 > Journal Title            20             Journals02 > Reference                30             ReferenceNotice that the item location ERef is associated with two bibliographic locations:  East and Ref.  If you add a record to your system with a bibliographic location of East and an item location of ERef, but forget to also add a bibliographic location of Ref, this program will do it for you.  This insures the record will display correctly in both the East Branch scope and the Reference scope.Tip #5Maintain the scope rules by requesting changes via the Service Commitments on CSDirect—the response is always fast!Create OpacMenu Pages:  Separate search pages can be created to make “mini-catalogs” from each of your scopes.  For example, opacmenu_s1.html would be a search page for your scope in menu line #1.  Each mini-catalog has the same search options—Keyword, Title, Author, etc—but the searches are limited to the parameters defined in the scope.Scope Token:  The scope token   can be added to srchhelp pages (Keyword, Title, Author, etc) to give patrons the option to search within scopes.This method is particularly useful for branch or special libraries.  For example, the Art and Architecture library may want their “own” catalog for students to search for materials housed in their library.  This can be achieved through creating opacmenu and srchhelppages specifically for the scope for their location.Tip #6Be creative!  Consider different color schemes or headers for each scope to help patrons realize they are in a subset of the catalog.  Many of the webopac options are customizable by scope.  Check the manual!HTML Form:  HTML code can be added to search boxes outside the catalog to include scoping options.<td width="12%" nowrap="nowrap"> <label for="searchscope" title="Select search scope"> </label><select name="searchscope" id="searchscope"  alt= "Select search scope"><option value="7">Books &amp; More</option><option value="1">Journal Title</option><option value="2">Reference</option><option value="3">Media</option><option value="6">Music</option><option value="4">Online Resources</option><option value="10">Archives</option></select></td>

Search Scoping

https://corescholar.libraries.wright.edu/cgi/viewcontent.cgi?article=1189&amp;context=ul_pub

Search Scoping

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