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7 Derived Search Key SearchingChapter overviewThis chapter describes derived search key searching within the OCLC cataloging service. Derived search key searching is available in the OCLC® interfaces as shown below:
7.1 OverviewDerived search key searching uses partial terms/names or initials in combination with a unique character pattern for each index label. You create the search by typing groups of characters called segments, with each segment separated by a comma. Each segment has a maximum number of characters. Derived search key searching is available in CatME™ and Passport. Derived search key searching may be used for names, topical subjects or uniform titles. Access points, indexes and index labelsThe system indexes certain types of information (personal names, uniform titles, subjects) in authority records. Each type of indexed information is called an access point.
See section 7.3, "Index Labels," for more information and for examples of index labels. Search resultsThe results of a derived search key search may be:
7.2 Constructing Derived Search Key SearchesTo construct a derived search key search, you must perform these steps:
The order in which you perform these steps varies depending upon which OCLC® interface you are using. CatME
Example: Enter dn kiss,hen, click Authority File (AF:), click Find. PassportTo perform a derived key search in Passport, enter a Find (fin) command at the Home position with the Authority File selected.
Alternate methodCatME and Passport you can replace the index label and fin command with a left bracket ( [ ) followed by the search segments (no space). The following searches produce identical results:
back to top 7.3 Index LabelsThe following table shows the index labels that are used with derived search key searches.
The following table shows phrase search examples for all index labels in each interface.
back to top 7.4 Rules for Derived Search Key SearchesThe general rules apply to all types of derived search key searches. Specific rules for subjects, personal, corporate and conference names, and titles follow the general rules. General rulesEnter the first segment of any access point. The succeeding segments are optional, but you must include the commas. Within each segment, you can enter the maximum number of characters or fewer. If a word has fewer characters than the maximum, enter the full word. Characters included
Characters excludedIf the character occurs within a word or between two words and is not surrounded by spaces, delete the character and close up the space.
Characters substitutedUse the substitute instead of the character.
Initials and abbreviations as separate wordsTreat initials and/or abbreviations separated by a space as separate words.
Initials and abbreviations as single wordsTreat initials or abbreviations without intervening spaces as single words.
Initial articlesEnter the initial article for the following types of headings:
Initial articles are unlikely in established headings for topical subjects, corporate and conference names, and uniform titles. A multilingual list of initial articles to omit is available on the OCLC Web site at: < http://www.oclc.org/support/documentation/worldcat/searching/userguide/appendixa/appendixa.htm > >. Since system indexing of initial articles depends on how the heading is input, search with and without the initial article to confirm the existence of the heading. Personal namesAccess subject-authority records that contain personal names (x00) using the derived search key for name headings (4,3,1).
Two-word names. Enter a circumflex (^) in the third segment. If you are uncertain whether the name has only two words, leave the third segment blank.
One-word names. Enter the first four letters of the word and two commas.
Second word fewer than three letters. Enter the word and a circumflex (^).
If you are uncertain how many letters the second word has, enter only the first one or two letters.
Mc and Mac prefixes. If a surname has the prefix Mc or Mac followed by an uppercase letter, treat the prefix as the single letter m. If the prefix is followed by a lowercase letter, include the entire prefix. If in doubt, search both ways.
Multiple surnames. Treat a multiple surname as a single word. Ignore punctuation or spaces within the surname.
Forename only. If the personal name is a forename only, treat the entire name as a single word. Ignore punctuation or spaces that may occur between words. This rule also applies to subject authority records for family names.
Corporate and conference namesAccess subject-authority records that contain corporate/conference/geographic names (x10, x11, x51) using the derived search key for a name headings (4,3,1). Corporate and conference Mc and Mac. The Mc and Mac rule for personal names does not apply to corporate or conference names or topical subjects.
Stopwords. Many corporate and conference names begin with common words, called stopwords. When a stopword is at the beginning of a corporate or conference name, exclude it.
Do not apply the list to personal or geographic names or topical subject search keys. Stopwords after the first significant word. Exclude stopwords from the search key up to the first significant word (i.e., a word that is not a stopword). Thereafter, ignore the list and use all succeeding words.
Stopwords joined by punctuation. If a stopword is joined to other words or letters by punctuation without intervening spaces, do not treat it as a stopword.
Stopwords joined by hyphens. If a stopword is joined with another word by one or two hyphens with no intervening spaces, do not consider the hyphenated word to be a stopword.
All words in a name are stopwords. If all words in the name are stopwords, ignore the stopword list.
United States, United Nations, Great Britain are stopwords. The names United States, United Nations and Great Britain and their variant forms are stopwords and are, in many cases, excluded from search keys for corporate and conference names. Include them in the following cases:
Use the following forms of the names in search keys:
If one of these terms is joined with another word by means of punctuation with no intervening spaces, do not treat the term as a stopword. Do not abbreviate it to un, us, or gtbr.
If one of these terms follows a stopword and is joined to it by punctuation with no intervening spaces, the stopword is concatenated with us, un, or gtbr. Do not consider either word to be a stopword. Include Nations, States, or Britain in the search key.
Uniform titlesAccess authority records that contain uniform titles (x30) using the derived search key for uniform title headings (3,2,2,1).
Fewer than four words. Enter as many words as the title has and enter the remaining commas. A search key with fewer than four words matches only uniform titles with that number of words.
Circumflex. If you know that the second or third word has a single letter, enter that letter followed by a circumflex (^). The circumflex is optional but makes the search more specific.
Topical subjectsAccess subject authority records that contain topical subject headings (x50) using the derived search key for topical subjects (5,3).
Circumflex. Use a circumflex (^) to make the search specific. In the following example, the first search retrieves more than 600 entries, while the second search with the circumflex (^) retrieves approximately 115 entries.
back to top 7.5 Error Messages/Revising SearchesCatMEWhen you enter search segments and click Find, the system automatically expects two things:
If the search does not meet these requirements, the system generates an error message. To revise the search.
If you click the Scan button instead of the Find button, CatME displays an error message. Once you receive an error message you must:
PassportIn Passport, the system displays the Revise screen automatically when your search has an entry error. The Revise screen indicates the type of error and presents your search text for correction.
To revise the search. The system places the cursor on the first character of your search.
The system displays the results of the revised search. back to top7.6 Search Results (Summary Description)The results of the derived search key search depend on how many records the search retrieves. Note: The results given below are valid in CatME only when the Default display results option is selected. If you select one of the three other options, the results display in that format.
More informationNavigating within these lists and accessing individual records is discussed in chapter 8, Viewing Search Results. back to top7.7 Reviewing Search HistoryCatME and Passport provide a way to repeat previous searches without re-keying. CatMECatME does not keep search results but keeps track of up to the last ten searches (numeric or otherwise) and lets you select and repeat a specific search. CatME keeps this list until you log off.
PassportPassport does not keep search results as such, but rather keeps track of your last ten searches (numeric or otherwise) and lets you select and repeat a specific search. You use the Review (rev) and Display (dis) commands to view this list and repeat a search:
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