Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: updated image to match text above (Query defaults)

Overview

The Islandora The Solr Settings page has configuration options for searching and displaying the Islandora object properties, descriptive metadata, full text, and OCR data of repository objects stored in Solr.

Configuration

Display Profiles

Display profiles control how the Solr This menu controls how search results are displayed to users who search Islandora.

Image RemovedImage Added

Primary display profiles

The primary display profile determines the basic layout of search results on screen. Islandora Solr defines four profiles, but other modules can provide additional profiles.

  • Bookmark - This is used by the Islandora Bookmark module, which must be enabled and configured separately, to display search results as a table in which a checkbox appears next to each item so it can be bookmarkedfor the purpose of bookmarking it.
  • List - This is the default Islandora display profile. It will display This displays all fields available in Solr unless you specify which fields you want displayed and check "Limit results to fields listed above?" and specify in the Default display settings which fields you want displayed.
  • Grid - This displays the thumbnail and title field of every item in the results (similar to how collections are displayed by default).
  • Table - This displays results as a table, with a column for each Solr field configured in the Default display settings menu. This profile can be configured under the Table Profile Settings tab.

If you enable multiple display profiles, to grant your users the ability to switch choice of switching between them, you will also have to add the Islandora Displays block to a region (such as a sidebar, or above the content) in admin/structure/block. 

Secondary display profiles

Secondary display profiles present search results in formats that are more suitable for machine actionability.

  • CSV - this This enables an the option to export the search results of a Solr search as a comma-separated file.
  • RSS - this This enables an the option to make search results available of a Solr search available as an RSS feed. This profile is configured in the "RSS Settings" tab.

Enabling these These options will place an icon for the respective option next to your Solr search results.

Default display settings

This section has provides options for setting which Solr fields display and how they display are to be displayed in Solr search results for the "List" and "Table" display profiles. The "Grid" and "Bookmark" profiles are not affected by these settings.

[To configure which fields display in result sets from "/islandora/repository/" requests, edit the template file islandora-basic-collection.tpl.php in the site's theme.]

Image RemovedImage Added

Display fields

Add Specify which metadata fields from Solr's index to the list of fields that will display for each item in the Solr search results.

  1. In the "Add another item" box, begin typing a Solr field name (the box will provide suggestions as you type). You may use multi-valued Solr fields. See Appendix D for a list of eligible field names. 
  2. Click Add to add the field to the display.
  3. Once a field has been added, click Configure for more options. Different Solr field types will have different options for configuration.
    1. Label: Enter a user-friendly display label to represent the field in the search results.
    2. Linking: Link this field to the object it describes (use for fairly unique values, like titles or identifiers). With some fields it can be used as a link to perform a new Solr search based on the value of the field (such as author names, subject terms, or series titles for a related items search).
    3. Highlight: Check this box to enable highlighting the search term in the field(s) where it is found (keyword in context). Only works on tokenized Solr fields. See Appendix D where this is explained. 
    4. Maximum length: Truncate field values in the search results display. Useful Especially useful for longer potentially long fields such as notes, descriptions, or and full text fields.
    5. Permissions: Specify which users by Drupal roles who user roles that should have access to this field.

Configure Display fields

Image RemovedImage Added

Limit results to field listed above?

Check this box to limit the search results fields displayed to display only the fields entered those specified in Display fields. This setting will affect the "List" and "Table" display only. The "Grid" display is fixed. To configure the metadata for the "Bookmark" display see Islandora Bookmark.

Results per page

Enter a number for how many objects should appear on each page of search results.

Caveat: The following are recently added settings not yet described in this document:

  • Advanced results per page
    • Lets you offer users that choice of how many items in a results set to display on a page, say, "10,20,50,100".
    • The options appear as bullet list of links in a block.
    • You can expose this function to users by adding the Islandora search result limit block to a region in admin/structure/block.
  • Field value separator
    • Specify here what character(s) you want to appear between values in the multivalued fields set up in the Display fields section above.
    • If left empty it will default to ", ".
  • Truncated field value separator
    • If you have very long values in any of your multivalued fields, you can specify here how to separate them.
    • The default is set to "<br />", but if left empty it will default to line break.

Enable search navigation block

...

You can expose this function to users by adding the Islandora search navigation block to a region (such as the First Sidebar or Second Sidebar) in admin/structure/block.

...

This menu lets you select fields that users can manipulate themselves to re-order the Solr items on a search results page. These fields can be metadata fields or item properties ("fgs_" type fields) and those fields don't even have to be displayed fields. Or you can just specify relevancy.

Sort The fields must not be multivalued fields in Solr. For more on this see Appendix D

You can expose the sort fields to users by adding the Islandora sort block to a region (such as a sidebar) in admin/structure/block.

The default sort field is "score" which is a relevancy ranking based on how well the search query matches each result. The way that different fields are valued is configurable in Solr. 

You can expose the sort fields to users by adding the Islandora sort block to a region (such as a sidebar) in admin/structure/block.

Screenshot of Solr sort fields configuration

Facet settings

Facets are search This is where you can specify terms that users can use to refine search results. For example, searchers can use facets to narrow down the results choose to help narrow down a result set to only those items that match that term, such as a specific subject heading, or were created by a specific author, or are of a certain type, or are within a certain date range.

Facet fields from Solr should must be non-tokenized strings in Solr. For more on this see Appendix D. As you type in the fields in "Add another item" the eligible Solr fields will be indicated in with the word "(string)."

you You can expose the facet to users by adding the Islandora facets block to a region (such as a sidebar) in admin/structure/block.

...

  • Minimum limit: There must be at least this number of values in the search results before the facet displays will display on the search results page. A higher minimum limit will result in fewer facets displaying.
  • Soft limit: The number of facet values to display above before the "Show more" link appears. If you enter 0, all facet values between the minimum and maximum limits will be displayed.
  • Maximum limit: The maximum number of values to display for each facet. Entering 20 would display the 20 most frequently occurring values in each facet and a "Show more" link would be automatically added to provide access to the rest of the values.

Configure Facet Fields

You can now choose between having the facets display in the order of most frequent to least frequent and having them display alphabetically. This works for date facets as well.

Replace PID with Object Label - if the values in this Solr field are identifiers for objects in Islandora in the form of PIDs (e.g. islandora:collection_x) or URIs (e.g. info:fedora/islandora:collection_x), enabling this option will show those objects' labels (e.g. Collection X) instead.

Image Added

Advanced search block

Advanced search is a way to This is where you can build search queries that search within target specific Solr fields (as opposed to the "simple" search box, which searches across the indexed values of all fields in Solr). The "Islandora simple search" block, by contrast, searches across a broad set of fields which you can configure here under Query defaults > Query fields.

Advanced search fields in Solr should be tokenized fields in Solr. All Dublin Core fields, for example, are tokenized. For more on this see Appendix D.

Screenshot of Solr advanced search configurationImage RemovedImage Added

Default boolean operator - An option for whether search results must contain all terms entered in the advanced search (AND) or any term entered in the advanced search (OR) in order to display

"User-configurable" means to let the user choose the boolean operator between the search terms.

Set "AND" or "OR" as the default boolean operator.

  • "ALL" means every term in the search query must be found.
  • "OR" means any of the terms in the search query can be found.

For example:

  • AND: (Title = report) AND (Creator = Department of Communications) will return only objects that have "report" in the title and were created by the Department of Communications
  • OR: (Title = report) OR (Creator = Department of Communications) will return all objects that have "report" in the title as well as all objects created by the Department of Communications

(Title = report) NOT (Creator = Department of Communications) will return all objects that have "report" in the title, excluding objects that were created by the Department of Communications

You can expose the Advanced search to users by adding the Islandora advanced search block to a region in admin/structure/block.

Another way to TIP: To present the Advanced search block is to add it to the content  on its own page, add the block to the "Content" theme region (the main section on a page). Then create a new Drupal node and set the Advanced search block to display only on a specific node (an "advanced search" page node created in Drupal.) to display on only that node.

Caveat: The following are recently added settings not yet described in this document:

  • Allow Preservation of Filters
    • If checked, this option will display a checkbox in the Islandora advanced search block. After a user performs a Solr search and has selected a facet to filter the search results, they can perform a new Solr search and preserve that facet selection by checking the "Preserver Filters" checkbox.
    • The checkbox is not sticky and must be selected for each search performed.
    • You must have the Islandora advanced search block enabled in a Drupal page region.
  • Human-friendly Current Query
    • If checked, this option will convert a Solr query into a more readable version.
    • To see this in action you need to enable the Islandora query block.
    • So, for example, instead of displaying "mods_titleInfo_title_t:(correspondence)" the query would appear as "Title:(correspondence)".
  • Escape Lucene special characters
    • If you need a description of this field you probably should not be using it. (wink)

Query defaults

This menu contains settings that apply to all Solr queries in Islandora.

Limit results to specific namespaces - Installations of Islandora that have namespace restrictions must enter the namespaces here to restrict the search results to only the relevant namespaces. You can enter more than one namespace.

Sort field for default query - Example: To set the Solr field for the MODS title element as the sort field with the ascending order specified, add this: mods_titleInfo_title_s asc

The values appearing in the figure below serve only as examples.

  • Be careful with the "Solr field for default query" because it doesn't check to see if the field actually exists in Solr. The Solr field must not be a multivalued Solr field, thus, it cannot be a Dublin Core field. Note also that this setting requires "asc" of "desc" in addition to the Solr field name.

Solr base filter - Example: To prevent collection-level objects from appearing in Solr search result sets, you could add this: -RELS_EXT_hasModel_uri_s:"info\:fedora\/islandora\:collectionCModel"

Query fields - Example: To get Solr to search the OCR datastream, you could append this to the default list: OCR_t

Image AddedImage Removed

Required Solr fields

These Solr fields are required by Islandora in order to create a repository browse interface and manage Fedora objects. These fields are populated with default values This menu specifies which fields Solr uses to create the default repository browse result set and should probably not be changed.

Other (debugging Solr)

This section contains a checkbox to turn "debug mode" on or off. Debug mode for Solr will show the If checked the "Debug mode?" will display the raw text of Solr queries in the Drupal display, and generally should not be used in Islandora's Drupal interface. It should be unchecked on a production site.

New in Islandora 7.x-1.10 is the tab Solr Breadrumbs.

Note: 

Many of the options configured in the Solr Settings menus affect only searches and results sets associated with Solr searches. You can recognize a Solr search by the URL string "/islandora/search/...". Other types of searches, such as browsing , using URLs like "/islandora/repository/" and some like "/islandora/object/..." will are not be affected by some of the all options set here in Solr Settings.

...