What is Search Configuration?

Manage search formats, integrations, configurations and default settings. Depending on how your Stacks site is configured, users may have the ability to search using EBSCO Discovery Service, an external catalog, Bento box search, and website search. Your users can choose which of these search options they prefer from a convenient drop-down menu located just to the right of the search bar. If you are able to log in, you will also be able to save an item to a 'Saved List' to reference at a later date.

Configure Search Menu
  1. Navigate to the Search Configuration tile
  2. Open the Settings tile

3. Provide a label that should be associated with each option

4. IF you have chosen to integrate one or many external searches, select the provider from the dropdown menu

5. Choose which search should be available to users by default

6. Choose the style you would like to present these search options in: Dropdown or Tabs

  1. Click SAVE CONFIGURATION to apply your search settings
Configure Search Results
  1. Check the boxes corresponding to the buttons you would like active

  1. Click SAVE CONFIGURATION

 

Content Access Button Definitions

The following are definitions that outline the functionality of each of these buttons:

CONNECT - Full Text Finder (FTF) - May require an authentication method to be configured

REQUEST ITEM - ILS integrated function that allows an authenticated user to place a hold request

VIEW CATALOG - Exposes the ILS DeepLink (not SSO) and takes the user out of Stacks to the item details page in the catalog.

READ MORE - Exposes the EDS Plink (May be authorized by IP Range, SSO, or allow guest access)

READ ONLINE - Exposes the PDF, eBook, or online access URL - in some cases provides Full Text access (Requires IP Whitelist, Patron Authentication, or SSO)

ADD TO SAVED LIST - Requires "Patron" role authentication and saves to Stacks "My Account"

EXPORT - Exposes a download button for items in your connected EBSCO Discovery Service (EDS) instance that include a downloadable file

External Catalogs

For any search option chosen in search Settings, provide the appropriate credentials. You may provide additional credentials, though only those searches which have been selected will be enabled. Conversely, if credentials have not been provided, the search will not return any results for your users.

Here is an example of a library with III Millenium as an External Catalog in settings.

You must also provide III credentials in the External Catalogs configuration.

External Catalogs Video
Configure Bento Search

A Bento search will display results sorted by item type. You may choose to include just one type, say books, or many types such as books, academic journals, DVDs, etc. Result types are grouped together in Bento ‘boxes’ for easier navigation by users.

Note: Bento Search can also be implemented on Multidomain sites. Each site must have the same number of columns on their Bento page but they can configure their own content in their individual bento boxes.

Navigate to the 'Search Configuration' tile and open the 'Settings' tile. Choose Bento as a search option. Next, navigate to the multisearch page

 

Click CUSTOMIZE THIS PAGE at the bottom of the window

Click thebutton in the top-right corner of the panel you would like to add the Bento search to

Click Bento Search

Click Add a Bento Box

In the ‘Select a Bento Box’ field, select the results type(s) to display

Enter the number of preferred search results to display

Click FINISH to create the Bento Box

Continue adding Bento Boxes as needed

Click SAVE

Bento Search Video
Create Custom Bento Boxes with EDS

Stacks allows you to create custom bento boxes with an EBSCO Discovery Service Integration. These boxes can be built based on subject, source type or content provider.

  1. Navigate to the Search Configuration tile and open the Bento tile
  2. Select the 'Facet Filter' type, either Subject, Source Type or Content Provider

  1. Click Query Facet Filters to expand the accordion
  2. Enter a common search term within your organization
    Example 1 A pharmaceutical company might use 'Diabetes'
    Example 2 An academic institution might use 'Research

  1. Click QUERY EDS FOR FACET FILTERS
  2. Select the facets to include in the Bento Box
  3. Enter a 'Bento Box Title'

  1. Click CREATE BENTO BOX
  2. Click SAVE CONFIGURATION
Configure Search Settings

Configure Search Dropdown

  1. Check which search options should be available to your users from the search drop-down menu

    • After choosing a search option, making sure to configure its settings by returning to the Search Configuration screen, and choosing the appropriate search feature

2. Provide a label that should be associated with each option

3. IF you have chosen to integrate one or many external searches, select the provider from the dropdown menu

4. Choose which search should be available to users by default

5. Choose what style you would like to present these search options in. Dropdown or Tabs

6. Click SAVE CONFIGURATION to apply your search settings

 

Toggle Content Access Buttons

  1. Check the boxes corresponding to the buttons you would like active

  1. Click SAVE CONFIGURATION

 

Content Access Button Descriptions

The following are definitions that outline the functionality of each of these buttons:

CONNECT - Full-Text Finder (FTF) - May require an authentication method to be configured

REQUEST ITEM - ILS integrated function that allows an authenticated user to place a hold request

VIEW CATALOG - Exposes the ILS DeepLink (not SSO) and takes the user out of Stacks to the item details page in the catalog. This link is given to Stacks by the ILS API

READ MORE - Exposes the EDS Plink (May be authorized by IP Range, SSO, or allow guest access)

READ ONLINE - Exposes the PDF, eBook, or online access URL - in some cases provides Full-Text access (Requires IP Whitelist, Patron Authentication, or SSO)

ADD TO SAVED LIST - Requires "Patron" role authentication and saves to Stacks "My Account"

EXPORT - Exposes a download button for items in your connected EBSCO Discovery Service (EDS) instance that include a downloadable file

 

Note: The labels for each of these buttons can be changed in "Site Labels" (under the System Configuration tile) and will be applied anywhere the corresponding button appears on the site.

 

V 3.0.0

 

Use Search

Depending on how your Stacks site is configured, users may have the ability to search using EBSCO Discovery Service, an external catalog, bento box search, or website search. Your users can choose which of these search options they prefer from a convenient dropdown menu located just to the right of the search bar. If you are able to login, you will also be able to save an item to a 'Saved List' to reference at a later date.

Different types of search that may be enabled:

  • EBSCO Discovery Service
    • Searching in this format will take you to a results page within the website where you can use facets and filters to narrow your results
  • External Catalog
    • Searching in this format will take you to out of the website to a new page referred to as an "External Catalog" where you can continue your search
  • Website
    • Searching in this format will take you to a results page within the website that displays results from website pages, events, rooms and other content within the site itself
  • Bento Search
    • Searching in this format will take you to a results page within the website that displays results from different sources in separate boxes. Clicking on these items can take you to Website, External Catalog, or EBSCO Discovery Service pages

Content Access Button Descriptions

The following are descriptions of buttons you may see in search results that provide different types of access to content:

  • CONNECT
    • Full-Text Finder (FTF) - If you are logged in this button should provide access to the items full text
  • REQUEST ITEM
    • This allows you to place a hold request once you have logged in
  • VIEW CATALOG
    • This button will take you out of the website to a new page referred to as an "External Catalog"
  • READ MORE
    • Exposes the EBSCO Discovery Service Plink (May be authorized by IP Range, SSO, or allow guest access) This will take you out of the website to the items details page in EBSCO Discovery Service
  • READ ONLINE
    • Exposes the PDF, eBook, or online access URL - in some cases provides Full-Text access (Requires IP Whitelist or Authentication) If you have logged in it will display the content when you click on it
  • ADD TO SAVED LIST
    • Requires "Patron" role authentication and saves to Stacks "My Account"

Add to Saved List

After performing a search, users can save their search criteria for quick reuse at a later date. Saved Search functionality requires ILS (Integrated Library System) Authentication and EDS (EBSCO Discovery Service) authentication.

  1. Ensure that the user is logged in
    • Only authenticated users can save searches
  1. After the user performs a search, click ADD TO SAVED LIST next to the item's description

    • You can also add the item to the Saved List from the item's details

  2. To view the user’s Saved List, click My Account in the main menu
  3. Under 'My Library', click YOUR SAVED LIST
    • This will display a list of any items the user has added to the list
Stacks Search Application

Stacks Search Application is a search option available to Stacks Lite customers. Use the Stacks Search Application tile to configure your EDS (EBSCO Discovery Service) search widget

  1. Navigate to the Search Configuration tile on your dashboard
  2. Open the Stacks Search Configuration tile

  1. Begin by entering your preferred text for your search button 
  2. Enter your preferred color for your search button
  3. Optional: Add placeholder text such as "Search the Catalog" or "Enter your search terms here" - this text will prompt the user to enter their search terms into the box

  1. Select the type of search by choosing the appropriate radio button: API or Bento

  1. Configure Advanced Search Settings by choosing the modal or drop-down menu
  2. Choose advanced search options by selecting the boxes for search limiters: keyword, title, author, subject
  3. Click 'Save Configuration'
  4. To use the Search Application Widget, copy and paste the code snippet below into your external website

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