[OPEN-ILS-GENERAL] Proposal to remove some advanced search options from the catalog

James Keenan jkeenan at cwmars.org
Mon Sep 29 13:38:44 EDT 2014


+1

(We already removed them in C/W MARS.)

Jim

Jim Keenan
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-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Kathy Lussier
Sent: Monday, September 29, 2014 1:14 PM
To: Evergreen General Discussion List
Subject: [OPEN-ILS-GENERAL] Proposal to remove some advanced search options from the catalog

Hi all,

I wanted to float an idea to the community. I spent a little time this morning looking at a bug submitted earlier this year regarding the Matches Exactly search option in the advanced search screen - https://bugs.launchpad.net/evergreen/+bug/1267129. After thinking about the problem, I came to a conclusion that I've drawn on similar occasions when looking at previous problems with exact match searching that has since been fixed. Overall, I think this search option along with, to a lesser extent, the Starts With search option, is more likely to cause frustration for users than to solve any search problems.

I'm curious to know if others have found the same problems in their libraries and, if so, if there is any willingness in the community to remove those options in the advanced search screen to save frustration on the part of users.

My reasons for removing them are below:

1. The intent of this search option is to perform a left- and right-anchored search on the search terms. The entered search terms need to exactly match the index as it appears in the relevant metabib table. 
If doing a title search, you need to enter the entire title including 245a and 245b. I believe most users are unlikely to know what the subtitle is for a book and a. The re more likely to enter just the words that are in 245a.

2. Right now, there is a bug with Matches Exactly. As of now, if you enter the following terms in the search box:

the joy of cooking

the system will retrieve anything that begins with "the", ends with "cooking" and also contains the words "joy of" in no particular order. I just conducted a matches exactly search for the help today and, in addition to retrieving "The Help" it also retrieved a record for "The Berenstain Bears hurry to help." The fix for this particular issue is fairly easy, but the fix also means that the Matches Exactly will become even more unforgiving than what I outlined in #1 above. Punctuation will matter more. In addition to entering all of the words in the 245a and 245b, the user will also need to know where to add punctuation. From what I can tell, this isn't consistent for all punctuation. In looking for the title "The assist : hoops, hope, and the game of their lives" 
the following search works:

"^The assist hoops, hope, and the game of their lives$"

but these searches do not work:

"^The assist : hoops, hope, and the game of their lives$"

"^The assist hoops hope and the game of their lives$"

It looks like the user needs to know that the colon should be removed, but the commas should remain.

3. The "Starts With" search is a little more forgiving since a user is more likely to know the start of a title rather than the entire string, but it still suffers from the problems of a user needing to know what punctuation should be entered (or not entered) for the string that they type. Since it is a search that uses left-anchoring, it also does not ignore non-filing indicators, which is something that users sometimes expect it to do. Note: I was the person who added the "Starts With" 
search to Evergreen, mainly as a way to ameliorate the issues we saw with the "Matches Exactly" search. Now that Browse search is available in the catalog, I don't think this particular search is necessary on the advanced search screen anymore.

4. In a standard Evergreen installation where no custom indexes have been added, both of these search options will probably fail for a keyword search. This happens because, by default, there is one keyword index (the blob) where all of the indexed terms for the record are stored, and there is no way any user could know all of the terms that are stored there and their proper order. If they are entering a title, they are more likely to have successful Starts With keyword searches because the title seems to be the first thing that starts off the blob, but if the user were entering any other terms (author's last name?) for a Starts With keywords search, the search will fail.

Rather than present a search option to our users that has a higher likelihood of leading to unsuccessful search results than our other search options, I would like to see if there is willingness in the community to remove these options in the next (March/April) release of Evergreen.

Please feel free to share any feedback you have to this idea.

Thank you!
Kathy

--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
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