Search – Astria #
Search options #
Search by #
- Title
- Anywhere
- Name
- Subject
- Series
- ISSN
- ISBN
- ABN
- Standard Recording#
- Manufacturing Number
- Catalogue number
- Order match identifier
- Original ISBN
- Google scholar
- Trove
- Fantastic fiction
Search qualifiers #
- Contains
- Exact
- Starts with
- Headings Browse
- Heading Contains
Keyword qualifiers – Search for a specific keyword – this tries to match the search key wherever the search terms appear – as random keywords
For example if searching under title and qualifying by key work under the term “cow” Results that come back will include all items that have “cow” anywhere within the 245,246 or 247 tag, this will not include results with “cows” in the title.
Exact Match Qualifiers – An exact value search. These searches will attempt to match the input term exactly: e.g. ‘Economics’ and display only such matches, ignoring all other titles containing the entered keyword.
For example if searching by Title and qualifying by exact match under the term “cow” the result will come for that specific tile and will exclude results called cows or with additional content such as “the cow that jumped over the moon”
Starts with Qualifiers – Treats the search effectively as a browse but limiting results to those specifically matching the input key.
In order to find ‘Starts with’ matches on a title – given that the title can be a 245, 246, or 247 tag, etc. the application must look at a table in which these fields are browsable.
Heading Browse Qualifiers – Running this search enables the heading pop out to appear and list
Heading Contains Qualifiers –
Add more search options #
The option exists to add addition search filters with the use of the add button
If there is more than 2 search filters a secondary delete button appears allowing for the filters to be removed if they are no longer needed.
Entity #
This dropdown box allows the selection of different databases.
Locations #
Defaults to (all Locations) This dropdown box allows the option to select works that have items at a specific location.
Formats #
Defaults to (all Item Formats) This dropdown box allows the search to filter to a specific Item format
Languages #
Defaults to (all languages) This dropdown box allows the search to filter to specific language.
Subsets #
Defaults to (all subsets) This dropdown box allows the search to filter to specific database subsets which is commonly used by consortia’s to separate digital content. e.g. oral histories which have no items but belong to a specific library.
Check Boxes #
Checkbox | Description |
Must Have Items | If this option is ticked only works with items will be displayed |
Must have Items on-shelf | If this option is ticked only works with items on shelf will be displayed |
Include Active | Shows a series of columns with calculations in the work results table including, Reserves, Items, Items on-shelf, On Order |
Normal Items | If this option is ticked only works with items that have a ‘Normal Staus’ will be displayed |
Inflectional | Apply modifications to the search term to make it more ‘fuzzy’, by applying prefix and suffix modification, and allowing for plurals. |
Include Shadowed | Includes items with a work status of ‘Shadowed’. |
Include Freeze | Includes items with a work status of ‘Freeze’ |
Display Sorting #
Sort
The Drop down at the top of the search filter screen allows the search result to be filtered by:
- Title
- Name
- Publication date
- Relevance
and the asc check box allows it to be ascending or descending when not ticked.
Results Display #
Display and navigation #
Number of Works Displayed
The bottom left of the screen designates the number of works displayed in the results Grid.
Pages
The bottom left allows the navigation through the pages of results and directs the number of results returned from the search.
Results Format Tabs #
Defaults to all formats tab
The Format tabs enables filtering on the fly by format the tabs that appear depend on what format are present in the search results.
Export #
The export button allows for the exporting of all the search results as an XSLX documents and is saved into the default download specified by your browser.
Additionally Export functions can be activated via the right click context menu on the table.
Note the results in the export file are dependent on the column selected in column chooser.
Column Chooser #
The Column chooser function has a range of informational columns that can be displayed or hidden to give specific information about the works.
Some of these columns are only visible through the … more information button.
- Title
- Author
- Date – Date Published
- Series – Defaults to … more information
- Edition – Defaults to … more information
- Publisher – Defaults to … more information
- Audience – Defaults to … more information
- ISBN
- Collation – Defaults to … more information
- USRI – (Bib Reference)
- Availability – item available to be loaned.
- Reserves – Number of reserves against the work
- Items – Number of items against the work
- Notes – Defaults to … more information and is limited to one line. Further details can be found via ‘show work details’ or catalogue maintenance
- On shelf items – items on shelf
- Order items – item on order
More information #
The more information button provides more information that is not able to fit on the table. Specifics of the information displayed are enabled by the column chooser function..
Right Click Menu – Works #
The Right Click menu has a range of function that can be actioned against a the work.
- Reserve Work (trap first incoming item)
- Show ‘Work Details’
- Set status of work
- Normal
- Shadowed
- Review
- Inter-Library Loan
- Freeze(inactive)
- Catalogue Maintenace
- Print pdf
- Print all
- Print Visible Results
- Export xlsx
- Export all
- Export Visible Results
- Add work to a list
- Select as Parent for a Linked set of works
- Link button – only displayed after a parent link is activated
- Transfer reserve to this work – only displayed when transfer reserve activated in the Show work details screen.
Reserve Work (trap first incoming item) #
This pop up is enabled through the search screen from the right click menu on the work or item details grid.
Material Specification
Only has content with Item Reserve
Title
The name of the title should be displayed here.
Bibliographic ID
The Bib Ref is displayed here.
Item barcode
This is displayed here if conducting an item specific reserve.
Item ID
The aurora reference number is displayed here when conducting an item specific reserve.
Check boxes
Library
Displays the home location of the item
Check boxes
- Item specific – Removing the tick from this checkbox will place the reserve on the work instead. It will be greyed out if a work reserve is placed.
- Set aside – Depending on enterprise parameters this hold can be placed on an item currently on shelf at no charge.
ChargesForHolds = Charges for ‘Holds/Set asides’ if turned on.
Is SetAsideBlocked = Allows the Reservation Set Aside/Hold function to be disabled
Note that a set aside hold cannot be applied if the item is on loan, currently reserved, or an Inter-Library Loan. - Allow review user status – allows reserves if user has ‘review status’
- Bypass Maximum reserve limit – allows the maximum limit set by user type and location to be bypassed
- Bypass abnormal Item status – The status block e.g. missing, lost, may optionally be overridden using this bypass checkbox.
- Bypass if no items – This may be because the item is in a special collection, such as images, where holdings are not recorded, or it may be that all items have been withdrawn, but the parent bibliographic record has not yet been purged.
User Search
Enable search and selection of user for the reserve.
User Name
Populates the username from user search or saved user
User barcode
Populates the user barcode from user search or saved user.
Council Specific user browse tick box
Default to on when untick allows search consortia wide
Home library
Populates with users home library from user search or saved user
Collect at
Drop down of Pick up locations available will default to location operator is logged in as.
NOTE if users home location is differet a highlighted section will state ‘ Click to switch to users’s home location’ if clicked the pick up location will be updated
Reserve Slip Comment
Free text field to include information with reserve.
Note the size of the box can be extended by dragging the bottom corner of the free text box.
Queue Position
List the level in the queue of the reserve.
Charge
List the cost of the reserve based on libraries parameters.
Close / Reserve Buttons
Place the Reserve by clicking the Reserve button on the bottom right of the place a reserve pop out.
If the reserve is successful message will appear.
Click Close to cancel the reserve request.
If something prevents a Reserve being placed an error will be depected in the top with the reason for error.
Show work details #
Show work details is an option from the right click menu when a work is selected from the results grid and it appear as a pop out from the right side of the screen.
Summary
- Title
- Author
- Bib Ref Number
- Publication information
- ISBN
- The full notes field information.
- Date added
Subject
- List of subjects connected to the work with number of works with the same subject.
- Subject links that run a new Subject heading contains search.
Reservations
- List the current reserves on the work and item items.
NOTE if the Barcode collum has data the reserve is based on the item not the work - Right Click Options
- Go to item details
- Go to ‘Search; and view all items on this work
- Transfer reserve – selecting this adds the ‘Transfer Reserve to this work’ option to the search results right click menu and enables the reserve for the user to be transferred to another work.
From the Search screen an operator can now , select the work they wish to transfer the reserve – Right click and select ‘transfer the reserve to this work’.
To close the pop-out screen click top right X button
Set status of work #
This Function allows a status to be applied to a work. (The current status will be identified with a Tick)
- Normal
- Shadowed – This status allows a work to be suppressed from Montage display. Note that functions are available in Interlibrary Loans control to suppress an ILL work from display, and this is not required in addition to that. If your library has a specific collection which is to be suppressed from view, it is likely to be better to create a Database Subset to hold the records, and hide the whole collection – please discuss this with AIT.
- Review – A record may be marked for review by a trainee cataloguer, or simply as part of regular procedures. When marked this way, the record is not fully indexed, and is not available for Montage searching. Note that the library may optionally set all works added by Quick Work to be given Review status using the Enterprise parameter: BibsMarkForReviewIfQuick
- Inter-Library Loan – If the record is marked as ILL (and this can be set in the ILL function, including a default setting to ensure this), then the record can be suppressed from OPAC display (when the necessary bExcludeILL is set as True.
- Freeze(Inactive) – The works are hidden from Montage while in freeze status – commonly used in Electronic Resource Management where operators to set a date when a set of electronic resources are to move from freeze to normal status, or vice versa.
The current status of the work is visible
Catalogue Maintenance #
Catalogue maintenance is an option from the right click menu when a work is selected from the results grid.
and navigates to the Cataloguing screen with the detail of the work selected.
Print PDF #
Print all
Prints the results of the search – Currently, downloads a PDF
NOTE This function is currently under development.
Print visible results.
Prints the current page of results – Currently, downloads a PDF
NOTE This function is currently under development.
Export XLSX #
Export all
Saves an .xlsx to browsers default download location with the full results of the search.
Export Visible Results
Saves an .xlsx to browsers default download location with the current page results of the search.
Add work to a list #
add work to a list is an option from the right click menu when a work is selected from the results grid and creates a pop out screen.
The popout allows you to locate and select existing work lists and add the work to that list by selecting ok.
A success message appears on the screen if the item has been added correctly.
the option to cancel the addition exists by clicking the cancel button or the X button.
Select as Parent for a linked set of works (Linked works) #
This options allows works to be linked together and the linked works are displayed in an additional tab on Montage.
examples include, the different formats for a single title such as the regular print, the audiobook and the movie.
- Search for a Title in the search screen
- Right click on the 1st work you want to link and ‘Selectas Parent for linked set of works’
- Right click on the 2nd work you want to link to the 1st work and select the name of the 1st work
- Accept the Link in the pop up question and the information popup
- The works will now have Linked
- In Catalogue maintenance for the 1st parent link works there will be a 774 Tag with the Bib Ref of the works linked.
Right Click Menu – Items #
The Right click menu on item details grid that can be actioned against the item.
- Reserve Item
- Set aside (Trap item immediately)
- Transfer Item
- Show ‘Item Details’
Reserve item #
See Place Reserve popup for full details on the popup.
When this option is selected from the right click menu the Item information is provided in the popup and Item specific is ticked.
Item specific – Where the known item reservation form is linked from item details, then as the item has been focussed on, the default option for Item Specific Reserve is ON. Removing the tick from this checkbox will place the reserve on the work instead.
Set aside #
See Place Reserve popup for full details on the popup.
Set aside Holds may be placed – to capture an item for a user – by selecting ‘Set Aside’. Note that a Set aside Hold cannot be applied if the item is on loan, currently reserved, or an Inter-Library Loan. The set aside hold is subject to a charge, which is the standard reservation charge for the user/material type combination; the charge may be nullified by use of the Enterprise parameter ‘Charges for Holds’.
Transfer item #
Selecting this option links you to the item transfer screen with the ‘Transfer Items temporary’ item transfer selected and the item barcode in the identifier box, the user is then able to customise their options from this point in item transfer to suit their needs.
Show Item Details #
Selecting this option links, you to the item details screen with the selected items information inputted.