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Using CrossSearch

MetalibSearch with CrossSearch

CrossSearch is the UNSW@ADFA implementation of software called Metalib. It is a search portal which can be used to search a range of databases, library catalogues, search engines, subject gateways, eprint servers, and other resources.

You can search many of the databases using a common CrossSearch search screen; searching as many as 8 different databases simultaneously (with automatic removal of duplicate results).

The advantage is a single search form that saves you from having to interrogate up to 8 different interfaces.

You will always have the option here of searching every resource through its own native interface. This will sometimes be desirable when you need to access the special functionality of a particular database. Most databases will have some level of funtionality that can only be exploited by searching in the native interface. If your preference is always to have access to this additional functionality - stick with the native interface.

Understand that CrossSearch works by translating your search query into a format that can be processed by the target databases. This process is not perfect in all instances. If you have doubts about the results obtained through CrossSearch, you are advised to go back to the native interface.


Browser requirements for using CrossSearch

CrossSearch requires Internet Explorer 5.0+ (PC only!) or Safari (for Mac users)


Find it

"Find it" (using context-sensitive linking) is the software that integrates with CrossSearch to provide links to the full text and other options for obtaining the original item. (more about Find it)

In the UNSW@ADFA implementation, it is represented (and activated) by the "Find-it" button

Click the "Find-it" button on the CrossSearch brief record or full record to see the menu. The menu will provide options for obtaining the original item, including links to the full text if it is available.


Special Note re SFX at UNSW (Kensington) and UNSW@ADFA.

Context-sensitive linking is not exclusive to CrossSearch, but is offered from other sources. If an "SFX" button appears within a particular resource which UNSW@ADFA shares with UNSW at Kensington, it will then link to the UNSW "SFX" menu. If this happens, the best course of action is to exit from the UNSW menu. Some of the links provided by the UNSW SFX menu may work for you, but please bear in mind that you may be denied legitimate fulltext access if you choose this route.


Logging in ... (using CrossSearch)

Log in is via your staff/student number and your ADFA password. Currently access is only available to Academy staff and students.

Guest users can also log in (as a guest) to browse the resources that are available. However they will not be able to access resources in CrossSearch that are of a proprietary nature.


The Search Screen ... (using CrossSearch)

When you first log in you will default to the main search screen. Your first option is to search one of the three Quick Sets. In the first instance, CrossSearch defaults to the 'Business & Management' Quick Set. If you set up your own list of preferred databases, then these will become the default search target.


The Quick Sets ... (using CrossSearch)

The Quick Sets are collections of databases (pre-selected by the Library) containing substantial amounts of full-text material. The goal of the Quick Sets is to make it quick and easy for novice students to immediately retrieve full-text material. Keep in mind that many of the Library databases are bibliographic only databases with no full text links. All they will provide is a list of bibliographic citations, requiring you to chase up the full text elsewhere. This is the appeal of the Quick Sets. They maximize the probability of you retrieving the full text.

Why go beyond the Quick Sets then?

Keep in mind that the Quick Sets do not guarantee that you are doing a comprehensive literature search for your particular topic. If your intention is to conduct a comprehensive literature search, it is recommended that you look at the full range of databases that are available in the relevant subject 'Categories'. But if you just want 'some' articles, and you want to obtain them with a minimum of bother, the Quick Sets are recommended.

Some students may think it odd that there is an absence of a "military" Quick Set. Unfortunately, the military databases that are available do not lend themselves to searching through the common search form in CrossSearch.


My Databases ... (using CrossSearch)

My Databases List is your personal list of favourite resources. Once you have set up your preferred list of resources, CrossSearch will default to this list every time you log in.

To add new resources to My Databases List, you will first need to locate them using the 'Locate', 'Find Database', or 'Categories' functionality, then click the Add icon Add icon next to the resource name.

In a list of resources, the icon tick icon shows that a resource has already been 'added to My Databases'.

To delete a resource from 'My Databases' it is necessary to go into the 'My Space' area, then click 'My Databases' and then find and click the relevant delete icon


Locating Resources ... (using CrossSearch)

There are two different methods for locating resources.

Option 1 (screen shot below) is to use the 'Find Database' functionality that is available via the top menu bar of the CrossSearch screen.

 

 

Option 2 (right screen shot) is to use the 'Locate' menu that is available via the drop down menu in the main Search screen

Resource locator

To browse a list of the resources/databases in your subject area ... (using CrossSearch)

There are two different methods for retrieving a list of the resources/databases in your subject area.

Option 1 (screen shot below) is to use the 'Find Database' functionality that is available via the top menu bar of the CrossSearch screen.

Select the tab bar marked ... 'Category'

The main subject categories will display on the left hand side. Some have been further subdivided into sub-categories, which will display on the right (as per the following screen shot)

The numbers you see displayed after each sub-category, indicate the number of resources/databases that are currently listed under each sub-category.

A database/resource may be listed under more than one subject and also under more than one sub-category.

Every main subject category will include the Academy Library online catalogue.

 

 

Option 2 (screen shot below) is to go via the 'Identify database' drop down menu that is available within the main 'Search' function.

Make sure that you are in 'Search' mode. Click on the drop down menu and select the option labelled 'Subject Categories'

A second drop-down menu will appear, enabling you to select from a list of subjects. Some have been further subdivided into sub-categories which will display underneath.

 

If the main subject category has not been subdivided into sub-categories, the word 'general' will display in the 'Sub-categories' box.


To browse a list of resources/databases by title ... (using CrossSearch)

There are two different methods for retrieving a list of the resources/databases sorted by title.

Option 1 is to use the 'Find Database' functionality that is available via the top menu bar of the CrossSearch screen.

Select 'Find Database' . You will default to the 'Titles' search pane (screen shot below)

 

 

The alphabetical search bar will enable you to list all the available resources, letter by letter.

The 'Title' search box underneath will enable you to do a direct search on the name of the resource.

You also have the option (see following screen shot) of perusing the entire gamut of available resources in a single alphabetical list (from A to Z). Simply select the 'Database List' option in the second tab bar.

 

 

 

 

Option 2 (right screen shot) is to go via the 'Identify database' drop down menu that is available within the main 'Search' function.

Make sure that you are in 'Search' mode. Click on the drop down menu and select the option labelled 'Locate'.

The search pane that you see on the right should appear.

In the 'Title' search box, you have the option of searching on the name of the resource (either in part or in whole; ie type in the full name of the resource, or type in a keyword from the name)

In the 'Database Vendor' search box you have the option of searching on the name of the publisher of that resource.

 

Resource locator

To browse a list of the resources/databases by type ... (using CrossSearch)

There are two different methods for retrieving a list of the resources/databases, grouped by 'type'.

Option 1 is to use the 'Find Database' functionality that is available via the top menu bar of the CrossSearch screen.

Select 'Find Database' . You will default to the 'Titles' search pane

Select the tab bar marked ... 'Locate'. The following search pane will appear.

 

 

Click on the 'Select Type' drop down menu.

This will give you a browsable list of resource 'types' (as per the following screen shot)

 

The currently available resource types are: conference listings / databases / electronic book collections / Academy Library newsletters / library catalogues / online newspapers / listings of organisations / preprint repositories / reference aids / search engines / technical standards / statistical collections / subject guides / theses databases / web gateways.

 

Option 2 (right screen shot) is to go via the 'Identify database' drop down menu that is available within the main 'Search' function.

Make sure that you are in 'Search' mode. Click on the drop down menu and select the option labelled 'Locate'.

The search pane that you see on the right should appear.

In the 'Select Type' drop down menu (at the bottom) you have the option of selecting from a browsable list of resource types

 

Resource locator

To browse a list of resources/databases that are new or on trial ... (using CrossSearch)

Make sure that you are in 'Search' mode. Click on the drop down menu and select the option labelled 'New Databases'

As per the following screen shot, those resources that are newly acquired will be tagged as 'New'. Those databases that are only on trial, will be tagged as 'Trial'.

 

 

For trials, the date on which a trial will terminate will be found in the information screen. Information icon


 

"Searchable" resources and "Link to" resources ... (using CrossSearch)

At least half of the databases listed in the CrossSearch portal can be searched using the CrossSearch common 'Search' form. When you are in the 'Search' function these CrossSearch receptive resources will be indicated with a checkbox at the left of the resource name (as shown in the adjacent screen shot).

Use your cursor to place a tick in the relevant checkbox. This nominates that database as a search target for the CrossSearch common search form. You can nominate up to 8 different databases for simultaneous searching.

 

In the Quick Sets, by default, all of the databases are already nominated for searching.

Outside of the Quick Sets, some of the databases (about 50% at present) cannot be searched through the CrossSearch search form. These resources do not have a checkbox. You will need to search these resources through their native interface. You can link to the native interface by placing your cursor over the name of the resource, and clicking. Be confident that the number of databases searchable through the CrossSearch search form will increase over time. But it will generally be recommended by the Library that if you need to be thorough in your searches, you should utilize the native interface of the relevant database. The native interface will almost always offer you a level of functionaility that is not available to you with the CrossSearch common search form.


Linking to the "native interface" ... (using CrossSearch)

All of the resources listed in CrossSearch can be accessed and searched through their native interface. Even where they are receptive to CrossSearch, it will sometimes be preferable to go through the native interface in order to exploit certain types of functionality. You can link to the native interface by placing your cursor over the name of the resource, and clicking.

It is generally recommended that academic staff and research students (people who have a greater need to be comprehensive in their literature searches) should become familiar with the native search interfaces of the core databases in their subject area.


Information about a resource ... (using CrossSearch)

Click the Information icon Information icon to get details about a resource, including search tips.


Searching multiple resources/databases simultaneously ... (using CrossSearch)

Within the 'Search' function, those resources that appear with a "check box" can be searched using the common CrossSearch search form.

You can search one database, or you may search as many as 8 simultaneously.

The first step is to locate the databases you wish to search.

search screenMake your selection by clicking one or more checkboxes (as shown on
the right).

 

In the Quick Sets, by default, all of the databases are already pre-nominated for
searching.

After selecting your search targets, enter your search term/s in the search panel.


Simple search / Advanced search ... (using CrossSearch)

In the 'Search' function, CrossSearch defaults to 'Simple' search. Here your option is to search one term or a phrase. If you are searching on a phrase, do NOT insert it in inverted commas. Simply type it in. By default, CrossSearch will translate a multi-word string as a phrase. This term or phrase will then be searched across all core fields in the target databases.

'Advanced' search gives you the option to specify the kind of search (All Fields, Subject, Title, Author, etc). It also enables you to combine searches on two different terms or phrases

After you have entered your search, click the 'GO' button.

For both Simple search and Advanced search it is possible to refine your results by applying additional search terms via the 'Refine Search' option. Unfortunately, there are a few databases which will not process a 'Refine Search' command.


Truncation ... (using CrossSearch)

Use a question mark ? or an asterisk * to truncate a search term. For example, comput? will search for computer, computers, computing, computerisation, and so on.

If you use truncation and the resource shows zero results or shows an error it may not support truncation. This will usually be stated in the resource information Information icon.


Viewing (and understanding) the search results ... (using CrossSearch)

After you enter your search, CrossSearch sends your search query to the databases that you have nominated for searching (up to a maximum of 8 different databases). CrossSearch allows 20 seconds to obtain the initial set of results.

Assuming you are searching multiple databases, CrossSearch will attempt to open up a port to each of the databases that you have nominated. But the fact is that CrossSearch does not gain access to these databases at exactly the same time; and the time that each database takes to respond to the query from CrossSearch will also vary. The result is that CrossSearch will get results from one or two databases before it gets results from all the others.

So the first batch of results that displays in the 'Search Results' screen may be sourced from just one or two databases (even if you have searched as many as 8 resources).

Provided that the first batch of records obtained by CrossSearch comes from a database using standard record formats, then they will display in the 'Search Results' screen. The records will display in Table View. You also have the option to display them in Brief View or Full View.

If the first batch of results obtained by CrossSearch happens to come from a database using non-standard record formats, then it may be the case that they will not actually display in the 'Search Results' screen.

If you want to know whether more records are available (than are actually displayed in the initial batch of results) then click on 'results by databases'. A pop-up box will tell you exactly what "hits" were obtained in each of the databases searched. The totality of results is often vastly larger than the first batch of records that have displayed for you.

The new version of CrossSearch will provide an intermediate screen between step 2 and the actual display of results. This new screen will provide a summary of all the results that have been obtained, for each search target. It will be clearly apparent which targets have yielded a result and which have not (and what those results are).

It will also be clear which results can only be displayed by linking through to the target database. These results will be indicated by a "Search and link" message appearing in the "Status" colum.

If there is no "Search and link" note in the "Status" field, then by clicking on the "View" link you will display the records retrieved -- within CrossSearch.

Alternatively, if there is a "Search and link" note in the "Status" field, then by clicking on the "View" link you will be linked through to the records retrieved in your search -- but you will be taken to the target database to see them displayed. In the case of "Search and link", understand that, at the point you are looking at the displayed records, you are no longer in CrossSearch. The records will display to you in a new pop-up screen and at this point, you are in the target database. Only by closing down this pop-up window can you return back to CrossSearch.

Some people get confused that, sometimes they are able to see the results of their search displayed within CrossSearch, and other times they need to go over to the target database in order to see those search results. You simply need to understand that not all records are the same. Those that adhere to a standard format can be displayed in CrossSearch. But those that are of a non-standard format are not able to be displayed in CrossSearch. The only way to see the latter is by linking through to the target database.

The addition of this new "search results summary" screen should make it clear beforehand, which of the above described processes is going to get you to your records.

An example of the new summary screen is shown below:


Getting more records ... (using CrossSearch)

Once you have browsed to the end of this first batch of records (you can choose to jump to the last record by typing in the last record number) a GET MORE button will appear at the bottom of the screen.

Clicking on this button will relaunch the search to retrieve additional records. It tends to be the case that a better mix of records is obtained in this second sweep of the databases (often the first search will give you a set of displayed results that comes from one source only!). The new set of records will be fully recompiled and resorted. The new records in this recompiled set will be bolded.


Record Ranking ... (using CrossSearch)

In most instances (unless you are only searching one resource) the records displayed will be sorted according to a relevance ranking algorithm. The relevance ranking takes into consideration such factors as:

- the location of the search term/s in the retrieved record
- the frequency of occurrence of the search terms
- a local Library controlled database weighting

If you are searching in only one resource, the relevance ranking algorithm will not activate. Instead, the records will be displayed in whatever order is the sort default in that particular database.


The 'Find-it' button and Options menu ... (using CrossSearch)

Every record displayed is accompanied by a 'Find-it' button.

The 'Find-it' button launches context-sensitive linking software, capable of reaching in to the target database and linking directly to the original item if it is available in full text.

Clicking on the Find-it button, in the first instance, will bring up an 'Options' menu (see following screen shot).

The ' Options' menu will provide all available options for obtaining the original item.

If you can be linked directly to the item, it will be via an option headed ... "Full text available via" [name of service]

SAMPLE OF AN OPTIONS MENU


Linking to full text ... (using CrossSearch)

"Find it" will often present one or more links to the full text (as per the example above).

Sometimes, because of technical limitations of some resources, it may only be able to link you to the journal table of contents page for the relevant issue, or the journal home page, or the database search page (which will always be the case with Factiva). The article year, volume, issue and start page shown on the options menu will help you to locate the full text article in these cases.

When you activate the full text linking option, it opens the link to the item in a new window. You may need to log in again before accessing the full text.

Even if "Find it" doesn't find any full text links, full text may still be available. The linking software does not work perfectly for all databases.

If "Find it" finds no full text links you can try the other options to...

  • Check holdings in Academy Library UNSW@ADFA catalogue
    for a book, journal or conference proceeding that may be available online or in print
  • Check holdings in UNSW@ADFA "Find an e-journal title"
    for a journal that may be available online through a database that was not part of your target search set
  • Request document via Inter-Library Loan"
    for an item that may be held by another Library
  • Find related information in a web search engine
    for an item that may be freely available on the web

Search error messages ... (using CrossSearch)

Occasionally a search will timeout and show a TIME OUT message. If this happens, try again later.

You may also see a message telling you that a temporary problem has occurred. If this happens, try again later. If you consistently get an error message for a resource, please let us know via the online 'Ask-Us' form .

If you get an error when searching a resource using the CrossSearch 'Search' function, you can usually circumvent it by connecting to the resource's "native interface".


Saving records to your eShelf ... (using CrossSearch)

Every record is accompanied by an "add to eShelf basket" button

By simply clicking on the "add to eShelf basket" button, you will transfer a copy of the record into your personal eShelf.

Your eShelf is a permanent place you can use to save records. When you log off, everything you have copied to your eShelf will be retained.

To display the contents of your eShelf you will need to go into "My Space" (click on the "My Space" button at the top of the main menu; then click on 'eShelf')

You are able to move eShelf records into different folders by using the 'Save to eShelf' function

You can also email eShelf records, or save them into your local system, by using the "Email/Save selected records" button


Saving records directly to your local system ... (using CrossSearch)

In the 'Full View' display format, you have the option to save a copy of the record directly to your local system (without having to first save it to eShelf).

Click on the 'save record' icon

By default, records are saved in Standard (plain text) format.

If you wish to receive records in EndNote format, then change the record format (via the drop-down menu) to 'Citation manager'.

An alternative format is MARC21 (not recommended for most users).


Sending records by email ... (using CrossSearch)

In the 'Full View' display format, you have the option to email a copy of the record.

Click on the 'send to' icon

Enter the 'Subject', 'Recipient's email', and an optional 'Comment'.

By default, records are emailed in Standard (plain text) format.

An alternative format is MARC21 (not recommended for most users).


Saving a search ... (using CrossSearch)

During your search session, all the searches you run are recorded, in the order you do them, in 'Previous Searches'. But this is not a durable record. The 'Previous Searches' log only lasts for the duration of your online session.

You have the option here of permanently saving any of these searches so that you can run them again at a later date.

Simply click on the 'Add to saved searches' icon

All your saved searches are then stored (permanently) in your 'My Space' area.

You can delete them by clicking on the 'Delete' icon

You can amend them by clicking on the 'Edit' icon


Alerts - searches that you can run automatically on a regular basis ... (using CrossSearch)

Alerts are searches you can schedule to automatically run in CrossSearch and email you the results. You can have them run every day, or every week or every month.

You can create as many alerts as you want to. They are saved in your 'Saved Searches' file.

To set up a new alert, follow these simple steps:

  • First create and run a search. (This will be logged in 'Previous Searches')
  • Click on 'Previous Searches'
  • Save the search that you wish to form the basis of your alert. Simply click on the 'Add to saved searches' icon for the relevant search
  • Click on 'My Space'
  • Click on 'Saved Searches'
  • Find the search of interest. Click on the 'Alert' icon for that particular search.
  • Enter details in the pop-up form, such as an alert name, your email address, how often you want to run your alert, and if you want to receive a message even if there are no new records for your alert.
  • Click Submit.

You will receive an email message every time your alert is run and has found new records. [If there are no new records you will only receive an email alert if you clicked YES to the quesion: "Do you want a message even if there are no new results?"]

The email alert that you receive will comprise a link. When you click on this link you relaunch the search. The results will include both old and new material.

Beware! The new material will not necessarily appear at the top of the list of retrieved results (depending on how the records have been sorted). If the results were sorted by relevance ranking, it is recommended that you re-sort the results in chronological order. This way, the new material is more likely to appear first.


My Space ... (using CrossSearch)

The area designated 'My Space' is where you:

1. will find items that you have copied to your personal eShelf
2. can set up your own list of preferred databases (which, once set up, will become the default search target each time you log in)
3. can save search queries for future re-use (including the ability to convert them into regular alerts)
4. can change some of the basic display settings


Finding Journals ... (using CrossSearch)

Select the 'Find e-Journals/Articles' function in the first tab bar.

The following screen should appear:

 

In the right hand search pane above you have the option of searching on a known journal title, searching on the ISSN number of a particular journal, or alternatively (lower right) of browsing by Ulrich's subject category.

For each journal that is listed, all the options for accessing that particular journal will be indicated (including whether it is held in hardcopy in the Library).

There will be thousands of e-journals listed here that do not appear in the main Academy Library Catalogue!

Just be aware that at this point you have left CrossSearch (hence the lack of CrossSearch menu options).


Finding the electronic full text of an individual article, when you have the full or partial citation details ... (using CrossSearch)

Select the 'Find e-Journals/Articles' function in the first tab bar.

The following screen should appear:

Go to the form on the right labelled 'Find an article' and fill in as much of the citation detail as you can. You must enter either the title of the journal, or alternatively, the ISSN number of the journal. Execute the search (click the 'Find-it' button). Provided that the article is held in a full-text electronic repository that we subscribe to, then it is likely to be found.

If you were unable to retrieve the full text, you should then check to see whether it is held in the Academy Library collection in hardcopy (or accessible online in a service that cannot be retrieved from here).

So the next course of action is to search for available holdings of the relevant journal, via the 'Find a journal' form on the right.

 

23 May, 2006