Searching & Browsing

Use the Searching & Browsing options to configure the default search mode and advanced search scope, and to configure the results page display, default sorting and more.

Searching & Browsing configurations can be set at the global or collection level. Before changing configurations, confirm whether the Global Settings or Collections tab is selected.

Global settings are the default for your entire website. Collection settings affect only the selected collection. If no settings exist for a collection, then global settings are used. Any configurations set for a collection will override the global configurations.

Learn about:

 

Search

The CONTENTdm Website provides a simple search box (in the header of the website) and an Advanced Search.

By default, the simple search searches for items across all fields in all collections for all terms that you put in the search box, in any order. For example, if you search for "westward migration", the search engine searches for items containing "westward" AND "migration".

The Advanced Search enables users to select specific collections and to build a more complex search query on selected fields.

For more information about simple search, Advanced Search and the Search by Date option, see Search Tips.

Note: If you configure search options, you may want to review and edit the End-user Help for your website. For more information, see Localizing the End-User Help.

The Website Configuration Tool enables you to:

  • Change the default search mode (e.g., from searching for all of the words to any of the words or the exact phrase). This configuration controls the default simple search mode.
  • Change the default advanced search connector from AND to OR. This configuration controls the connector between fields in Advanced Search.
  • Choose which fields are available in the Advanced Search pane and to set the default selection of those fields
  • Enable and disable the Search by Date option (only available if one or more collections contain a searchable field with the data type set to Date. For more information, see Editing Field Properties.)

To change the default search mode (simple search default search operator)

  1. From the Website Configuration Tool, click Searching & Browsing > Search. (Confirm selection of the Global Settings or Collections tab.)
  2. For the Default Search Mode, select the mode to use. (For definitions, see Search Tips.) 
  3. Click Save Changes.
  4. Click Preview or Publish.

 

To change the default Advanced Search connector

  1. From the Website Configuration Tool, click Searching & Browsing > Search. (Confirm selection of the Global Settings or Collections tab.)
  2. Click More Search Configurations.
  3. For the Default Advanced Search Connector, select And or Or.  “And” narrows the search by adding another field to the Advanced Search. “Or” broadens the search.
  4. Click Save Changes.
  5. Click Preview or Publish.



To select the fields available in the Advanced Search

  1. From the Website Configuration Tool, click Searching & Browsing > Search. (Confirm selection of the Global Settings or Collections tab.)
  2. Click More Search Configurations.
  3. In the Choose Advanced Search Fields box, select the specific fields to display in the Advanced Search pane. Select All Fields to make that option also available. (On Collections tab, fields marked as hidden are not displayed as options. For more information, see Editing Field Properties.) 
  4. Click Save Changes.
  5. Click Preview or Publish.

 

Results Pages

You can configure the default display of the Results pages on your website. Results pages include the search results pages that display after the user conducts a simple or Advanced Search, as well as the Browse All page when the user clicks Browse All from the website header. In addition, if you use the Suggested Topics UI widget, how the results are displayed from those predefined queries is determined by the Results Pages configurations. (For more information, see About Custom Queries and UI Widgets.)

The Website Configuration Tool enables you to set the display for the following options:

  • Default layout (grid or thumbnail)
  • Display and ordering of metadata fields for results
  • Default number of results displayed per page
  • Default sort order (for search results and for Browse All)
  • Display of compound objects
  • Sortable fields
  • Default mode for searching within results
  • User-selected display options (ability to enable or disable QuickView display, choose default layout [grid or thumbnail])
  • Top-of-page and bottom-of-page pagination for multiple Results pages
  • Facets for narrowing search results, and definition of those facets

 

To configure the default layout

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. In the Choose a Layout box, select Grid or Thumbnail
    • The grid view is the default and displays the fields chosen for display in the configuration labeled “Choose fields for display and order they appear in”. Thumbnail and collection title are also available for display.
    • Thumbnail view displays item thumbnails with item titles only (no additional metadata).
  3. Click Save Changes.
  4. Click Preview or Publish.

 

To configure the display and ordering of metadata fields

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. In the Choose fields for display and order they appear in box, specify the fields to display in the grid view.
    • Field 1 displays in the first column of the grid, farthest to the left. Field 2 is the second column, and so on. 
  3. Click Save Changes.
  4. Click Preview or Publish.

 

To configure the default number of results displayed per page

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. In the Default number of results per page box, select the number of results to display per results page. (Higher numbers may affect page load times.)
  3. Click Save Changes.
  4. Click Preview or Publish.

 

To configure the default sort order for search results

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. In the Default Sort Order (Search Results) box, specify Relevance or the field to sort all results by. This configuration does not apply to Browse All.
  3. Note: The default sort order is based on Relevance, not a specific field. Relevancy sorts the results according to their relevance to your specified search. Relevancy is determined by the frequency and distribution of matching keywords in each record, compared to other records. Matches in the Title or Subject field that are mapped to Dublin Core are given more relevancy weight.

  4. Click Save Changes.
  5. Click Preview or Publish.

 

To configure the default sort order for the Browse All results page

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. In the Default Sort Order (Browse All) box, specify the field to sort all results by.  This configuration applies only to Browse All.
  3. Note: Relevance does not apply to browsing collections.

  4. Click Save Changes.
  5. Click Preview or Publish.

 

To configure the display of compound objects in search results

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. In the Suppress pages of compound objects box:
    • Select Yes to suppress the pages of compound objects within search results (do not display the individual pages).
    • Select No to show the pages of compound objects in search results.
  3. Click Save Changes.
  4. Click Preview or Publish.

 

To configure which fields are sortable

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. Click More Results Configurations.
  3. In the Choose Sort Fields box, select the fields that users can sort results by.
  4. Selecting a field includes it in the Sort By drop-down list at the top of the Results page. Users can sort by the selected fields, even if the fields are not included in the grid view of the results display.

  5. Click Save Changes.
  6. Click Preview or Publish.

 

To configure the default mode for searching within results

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. Click More Results Configurations.
  3. In the Search within results drop-down menu default mode box, select the way a subsequent search should work by default from the Results page (the drop-down in the simple search box still offers the unselected option).
    • Select Within Results (the default) so that subsequent searches from the Results page will help users narrow their current results set.
    • Select New Search so that subsequent searches clear the results set and re-search based on the configured search operator and mode.
  4. Click Save Changes.
  5. Click Preview or Publish.

 

To configure user-selected display options

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. Click More Results Configurations.
  3. In the Allow users to change display options box, select whether to give users the ability to change their results display (ability to enable or disable QuickView display, and to choose default layout [grid or thumbnail]).
    • Select Yes (the default) to provide the Display Options link at the top of the Results page.
    • Select No to hide the Display Options link at the top of the Results page.
  4. Click Save Changes.
  5. Click Preview or Publish.

 

To configure top-of-page pagination for multiple Results pages

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. Click More Results Configurations.
  3. In the Show Top Pagination box, check the checkbox to display links at the top of the Results pages that enable users to page through the results set, if there is more than one page of results. Uncheck the checkbox to hide pagination at the top of the Results pages.
  4. Click Save Changes.
  5. Click Preview or Publish.

 

To configure bottom-of-page pagination for multiple Results pages

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. Click More Results Configurations.
  3. In the Show Bottom Pagination box, check the checkbox to display links at the bottom of the Results pages that enable users to page through the results set, if there is more than one page of results. Uncheck the checkbox to hide pagination at the bottom of the Results pages.
  4. Click Save Changes.
  5. Click Preview or Publish.

 

To configure facets for narrowing search results

If enabled, facets display on Results pages in the far-left column as the Narrow Your Search By list. Facets enable users to narrow their results by the fields that you choose to display as facet options. A maximum of five fields can be displayed in the Narrow Your Search By list.

Only searchable fields will display, if specified. Hidden fields will not display. Note: If you are defining facets at the global level, and have collections with the same field set to hidden in one collection and searchable in another, then the field will be a facet option. Do not select the hidden field as a facet at the global level, if you want it to remain hidden for some collections.

For searches across multiple collections, the Narrow Your Search By list displays Dublin Core names. For single-collection searches, the field names are displayed.

  1. From the Website Configuration Tool, click Searching & Browsing > Results Pages. (Confirm selection of the Global Settings or Collections tab.)
  2. Scroll down and click More Results Configurations.
  3. Scroll down and check the Enable facets checkbox.
  4. If you are on the Global Settings tab, you will also see a checkbox for Show capitalization and diacritics in fields that have shared Controlled Vocabulary. If you have shared Controlled Vocabulary that includes capital letters or diacritical marks, you can use this setting to display the capitals and diacritics in the facets. If this checkbox is not selected, the Controlled Vocabulary will display in a normalized format: lowercase without diacritics.
  5. Select up to five fields to include as facets. Use the Remove Field links to display fewer than five facets.
  6. Click Save Changes.
  7. Click Preview or Publish.