Search and Filtering
In Inventory, we have implemented a button group to toggle between searching on the instance, holdings, or item level.
Search and filter options can be combined.
Search in the Instance segment supports search on bibliographic data.
Search in the Holdings and Item segments are a combination of key data from the Instance record, combined with holdings and item specific data elements.
Search / filter options in Orchid
| Instance | Holdings | Items | |
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Query Search using CQL (Instance, Holdings, Item segment)
For Kiwi the Query Search functionality (CQL) is limited to be only indexes supported by mod-search (Elasticsearch/OpenSearch).
(Please note that this page defaults to the master list, which may differ from your version of mod-search. To find your version of mod-search, in Folio go to Settings→Software versions, then look for mod-search. On the github page, there is a drop-down menu at the top that you can choose your version from.)
Supported search options
Examples
| Instance | Holdings | Items |
|---|---|---|
Electronic Access (all) Example: electronicAccess any "resource" | Electronic Access (all) Example: holdings.electronicAccess any "resource" | Electronic Access (all) Example: items.electronicAccess any "resource" |
Electronic Access - URI Example: electronicAccess.uri="http://folio.org*" | Electronic Access - URI Example: holdings.electronicAccess.uri="http://folio.org*" Example in Bugfest Lotus: holdings.electronicAccess.uri="http://uchicago.naxosmusiclibrary.com/catalogue/item.asp*" | Electronic Access - URI Example: items.electronicAccess.uri="http://folio.org*" Example in Bugfest Lotus: items.electronicAccess.uri="http://proxy.library.tamu.edu/login?url=http://congressional.proquest.com/congcomp/getdoc?SERIAL-SET-ID=8226+H.rp.102*" |
Electronic Access - Public Note Example: electronicAccess.publicNote="a rare book" | Electronic Access - Public Note Example: holdings.electronicAccess.publicNote="a rare book" | Electronic Access - Public Note Example: items.electronicAccess.publicNote="a rare book" |
Electronic Access - Link Text Example: electronicAccess.linkText="Folio website" | Electronic Access - Link Text Example: holdings.electronicAccess.linkText="Folio website" | Electronic Access - Link Text Example: items.electronicAccess.linkText="Folio website" |
Public notes Example: publicNotes all "public note" | Public notes Example: holdingPublicNotes all "public note" | Public notes Example: itemPublicNotes all "public note" |
Holdings notes Example: holdings.notes.note all "librarian note" | Circulation notes (all) Example: items.circulationNotes.note all "circulation note" | |
ID Example: id=="1234567" | All call number data elements Example: holdingsFullCallNumbers="cn*434" | All call number data elements Example: itemsFullCallNumbers="cn*434" |
Alternative Titles Example: alternativeTitles.alternativeTitle all semantic web | All holdings identifiers Example: holdingIdentifiers = 1234 | Normalized call number: Example: itemsNormalizedCallNumbers="cn434" |
Uniform Title Example: uniformTitle all semantic web | Item UUID: Example: itemIdentifiers all "81ae0f60-f2bc-450c-84c8-5a21096daed9" | |
Series Example: series all Cooperative information systems | ||
Publisher Example: publisher all MIT | ||
Classification Number Example: classifications.classificationNumber==025.04 |
Using boolean operators in Query Search (AND, OR, NOT)
When using Query Search, you can combine search terms with Boolean operators (AND, OR, NOT).
You can also search on e.g. multiple ISBNs; e.g. Query search: isbn=9781893354500 OR isbn=9780814744062 OR isbn=9780874629163 in Bugfest Lotus:
Query search also supports search on primary contributors; e.g. Query search: contributors all "John" and contributors.primary==true in Bugfest Lotus:
Using Filter/Facets
When doing a search, then you can narrow down the search by using the filter/facet. Once you click on a filter/facet, you will only see the results that are relevant to your search. E.g., if you click the Effective location filter, it will only show you the locations contained in your search results, not the entire list of possible locations.
You can also choose to only use the filter/facets. E.g. get the result of all books in the collection in Swedish.
Search across all data properties
With elasticSearch, we can search across all three record types (instance, holdings, item) on values in any property. This is disabled by default, and must be turned on by your hosting provider or systems administrator.
Note that because this is disabled by default, it is not enabled on any of the reference environments.
Example: cql.all all "web semantic"
| Instance | Holdings | Items |
|---|---|---|
Search by all field values in the instance Example: cql.allInstances any "1234567" | Search by all field values in the holdings Example: cql.allHoldings all "ho001" | Search by all field values in the item Example: cql.allItems all "book" |
Advanced search (pending development)
Here some new UX mock ups for how Advanced search is envisioned, and expected to be implemented consistently across all apps supporting advanced search:
Examples that Advanced search will support:
cql.allRecords=1 NOT contributors=Smithmatches all records where contributors name does not containSmithas a wordcql.allRecords=1 NOT name=""matches all records where name is not defined.cql.allRecords=1 NOT name==""matches all records where name is defined and not empty or where name is not defined.
Browsing
- Call numbers
- Subject
See UX-mock ups (Work in progress)
Querying date fields
The instance record has several different types of data fields.
Instance date fields - dateOfPublication and publicationPeriod
- publication.dateOfPublication
- if record was created by data import from MARC bibliographic, this field is controlled by the underlying MARC SRS record - see Default MARC Bibliographic-to-Inventory Instance Mappings
- publicationPeriod.start and publicationPeriod.end
- publicationPeriod is meant to support sorting search results by publication date. It is a derived value field based on the values in dateOfPublication - see MODINVSTOR-724 - Getting issue details... STATUS for requirements on how start and end are populated based on dateOfPublication
Querying for publication date ranges
If your use case involves querying for instances based on publication year, consider searching on publicationPeriod rather than dateOfPublication. Even though publicationPeriod is not shown in the FOLIO Inventory UI, it is normalized year data from the publicationPeriod, so using it in your query can ensure that you are searching on a year and not having to worry about punctuation or other potential "stuff" in the data.
Instance, Holdings and Item date fields - metadata object
- Metadata
- This is a standard object present for almost all FOLIO records that tracks the FOLIO account that created the record, the FOLIO account that last updated the record, the date/time the record was created, and the date/time the record was last updated
Tips for searching
Quotations marks will generally be added for you, but you can also type them yourself. If you make a mistake typing and go back to edit, you may need to enter the quotation marks manually.
Occasionally you might have to play around a bit with the space bar and re-enter have gone back to edit something.
If you only want to do a keyword search, you can simply enter the search term.
Documentation on GitHub
Documentation on GitHub - see here
Search across all data elements - see here