Fields: Add/Edit Search Limit

Add/Edit Search Limit lets you add a new search limit to your system, or edit the information for an existing search limit. You can edit the entry code, name, language, or the search expression associated with the search limit.

A search limit only affects searches of the Discovery search targets. Searches of federated search targets are never restricted by search limits.

If you add a search limit or edit a search limit expression, or if you add, edit, or remove a search limit from a profile, you must re-index your data and refresh the Discovery administrator database metadata cache in the Discovery Server application. (For more information, see Refreshing the search cache.) Your changes to search limits will not be reflected in Searching or when a search limit is applied to search results until you have completed these tasks.

When you add or edit a search limit, you must specify a unique code in the Entry Code field. If you specify an entry code for a search limit that is currently being used for another search limit, the software highlights the Entry Code field and displays an error message. The message indicates that the value is already being used by another search limit, and that the entry code you enter must be unique to the search limit that you are adding or editing.

When you have finished entering data on the page, choose OK to save your changes, or choose Cancel to discard your changes and return to Manage Search Limits.

Those fields in the interface that are marked with an asterisk ( * ) are required. If you do not enter information for a field that is required, the software prompts you that the information is missing.

The Operand Builder fields are used to create an individual search criterion that is used in Searching. For example, the patron may want to limit the search results to include only items owned by the Main Library. In this case, “library” is the search criterion, or the operand, and its value is “Main Library.”

Specifies the search field by which the search results are to be limited. Examples of search fields include Author, Title, Library, Genre, and Publication Year.

If the selected search field is a global search field or a site-specific search field, the Value field changes to a palette to display the available values that can be assigned for the selected search field.

Note: For more information about a specific search field, you can view its description in Manage Search Fields in Manage Search Configuration.

Checks to see if the selected search field has library-defined values. If the search field you choose in the Field field has existing defined values, the Value field changes from a text field to a drop-down list box. If the selected search field does not have existing defined values in the system, the Value field remains as a text field.

Specifies how a selected search field’s value relates to the specified value. The following table describes the operators that are available.

Specifies the desired alphanumeric string to be used in determining whether the document is a match, or not. Examples of values include “Grisham, John,” “The Runaway Jury,””North Library,” “adult fiction,” and “2009.” If the string is typed, the maximum character limit is 4096 characters.

Operator	Description
=	The search field’s value is equal to, or exactly has, the specified value. For example, if the specified value is cat, the search results will include only exact matches of “cat” in a record’s search field. If the search field contains the string “catalog,” the record is not a match.
!=	The search field’s value is not equal to, or does not have, the specified value.
<	The search field’s value is less than the specified value.
>	The search field’s value is greater than the specified value.
<=	The search field’s value is less than or exactly equal to the specified value.
>=	The search field’s value is greater than or exactly equal to the specified value.
contains	The search field’s value includes the specified value. This operator can return partial matches as well as exact matches in the search results list. For example, if the specified value is cat, the search results may include matches of “cat,” “catamaran,” “scathing,” and “placate” in a record’s search field.
does not contain	The search field’s value has any value except for the exact specified value.
begins with	The search field’s value starts with the same alphanumeric value as the specified alphanumeric value.

Note: A typed value may include quotation marks if you want to include them when search fields are checked for possible matching text. For example, if you want a value to be Douglas "Wrong Way" Corrigan, type Douglas "Wrong Way" Corrigan in the Value field.

If the search field selected in the Field field is a global search field or a site-specific search field, the Value field changes to a palette to display the available values that can be selected for the Value field. For example, if Language is selected in the Field field, the Value field changes to a palette that displays all of the available languages in the Available Values list.

You can select or multiselect one or more values and then click Select, or you can double-click individual values to move them to the Operand Values list. Select a single value and use the arrow buttons to move it to or from the Operand Values list.

To add or remove values in the Operand Values list, choose the value, and then use these buttons:

Option	Description
Select	Moves the selected value from the Available Values list to the Operand Values list.
Remove	Removes the selected value from the Operand Values list and returns it to the Available Values list.

Note: These buttons are context-sensitive based on which value(s) you choose. For example, if you select a value in the Available Values list, the Remove option is disabled if the Operand Values list is empty because that command is not applicable to an empty Operand Values list. If you select a value from the Selected Values list, the Select option is enabled because that command is used for adding the selected value to the Operand Values list.

The Expression Builder fields are used to create a complex search expression for the search limit. A complex expression is a combination of two or more operands (search criteria), or even a combination of already-combined operands. For example, you can create a complex expression to limit the search results to only items owned by the Main Library and are in English. In this case, Library = “Main Library” is the first operand, and Language = “English” is the second operand. A record is considered a match only if it satisfies both operands.

If you are adding a new search limit, the Expression Builder fields only display when you define an operand in the Operand Builder fields and choose Build Operand.

Specifies the first operand (search criterion). In the Expression Builder, the Operand list consists of single operands (such as Library = “Main Library”) and combined operands (such as Library = “Main Library” OR Library = “Branch Library”) that have been created during the current Admin console session.

Note: The selections in the Operand field are not retained between Admin console sessions.

Specifies how the first selected operand relates to the selected second operand. The following table describes the operators that are available.

Operator	Description
AND	Creates an expression to produce a search results list of records that match both the first selected operand and the second selected operand.
OR	Create an expression to produce a search results list of items that match either the first selected operand, or the second selected operand.

Specifies the second operand. The Operand list consists of single operands (such as Language = “English”) and combined operands (such as Language = “English” OR Language =“French”) that have been created during the current Admin console session.

Note: The selections in the Operand field are not retained between Admin console sessions.

The Search Limit fields specify the entry code, name, language, and search expression for the selected search limit.

If you are adding a new search limit, the Search Limit fields only display when you define an operand in the Operand Builder fields and choose Build Operand.

Specifies a unique code for the search limit (up to 30 characters). This code is used to identify the limit on the Manage Search Limits page and on any other pages that display the search limit code. This field is required.

Codes are displayed in all upper case letters. If you enter lower case alphanumeric characters for the code, the software automatically converts them to upper case when the code is displayed. The Entry Code cannot include spaces. If you enter a space, SirsiDynix Portfolio will display an error message when you save the settings.

Note: This value must be unique. If you specify an entry code that is already being used for an existing search limit and try to save the search limit, the software highlights the Entry Code field and displays an error message. The message indicates that the value is already being used by another search limit, and that the entry code you enter must be unique to the search limit that you are adding or editing.

Specifies the system name of the search limit (up to 80 characters) for the selected language. This name is used to identify the limit on the Manage Search Limits page and on any other pages in the Admin console that display the search limit name. This field is required.

For this field, you can also specify an alternate name for a specific language. Choose the language from the drop-down list of supported languages in the Admin console, then enter the localized name in the Name field.

Note: If your web browser is configured to use a display language that is not supported by SirsiDynix Portfolio , and you have chosen to display the Admin console in a language other than the default language, the language that displays in the drop-down list of supported languages changes to the default language. The default language appears with a “++” suffix.

Specifies the search expression that will be used in Searching when the selected search limit is chosen by the patron to narrow a list of search results, or is applied to all searches by patrons with a particular profile. The selections in this list are the operands and expressions that have been created in the current Admin console session.

Since a search expression may be too lengthy to display within the Expression field, the selected search expression displays in its entirety as text below the Expression field.