DIALOG@Site User's Guide

DIALOG@Site - Table of Contents

Version 2.0.1125.1

Boolean Operators
Clear
Database Details
Display
    Format
    Title List
    Sort
Error Messages
Limits


Logout
Main
Navigating
Opening a Database
Options
Passwords
Printing Records
Saving Records
Search Strategies
    Save
    Restore

Delete
Search
    Text Fields
    Index Fields
    Modifying a search
        Narrow
        Widen
        Exclude
        Intersect
        Union
Wildcard

 

DIALOG@Site provides you with the familiarity of DIALOG OnDisc databases over the convenience of your Intranet. The search and sort options for every database are the same as what you see with our DIALOG OnDisc products, plus we've added some features for expanding and browsing indexes.

You can read this online document for an overview of the new interface, or click one of the hypertext links at the top of the screen to quickly go to the topic of interest. We've documented all the new features, but if you can't find the answer to your question, please email us at one of the following addresses and we'll get right back to you with an answer:

email: customer_oxford@dialog.com

 

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For information about the fields in a specific database, click the question mark next to a field. For information about the content of a database, click Details on the database screen after your database selection. 


Navigating

Main

Database

Logout

Options

Help

Navigating through DIALOG@Site is done by making selections with the click of your mouse. When searching, use the DIALOG@Site navigation buttons to move between the search and display pages. Using your browser's navigation buttons may cause incorrect search results. Search terms are either typed in or selected from an indexed list. To activate any function, you must click it with the mouse; pressing Enter on your keyboard will not work. 

 

Opening a Database

The databases that are available for searching with DIALOG@Site display when you first log on. The available databases are controlled by your system administrator. You can return to this screen at any time to select a new database by clicking Database at the top of the search screen.

To open a database:

  1. Click the database you want to search to highlight it. (You can only open one database at a time.)
  2. To read the database description, click Details.
  3. Click OK located beneath the list of available databases.

Possible error messages and what they mean:

Browser failure: XXX not submitted. You may be experiencing problems with your browser.

Choose an editable format first. If you define a display format and select [None] or [KWIC] you will get this error message, because you can not amend these formats. Please select a different format.

Couldn't retrieve format information.. Format information may be in use by another user.

Enter the same new password in both boxes. This appears if you have made an error entering your new passwords. Please re-enter new password in both boxes as directed.

Group ID lost. Unspecified error. Please try again.

Login failed: The entity was not found. You entered an invalid user name. User names are case sensitive. Please contact your administrator for help.

Login failed: The password provided is incorrect. You entered an invalid password. Passwords are case sensitive. Please contact your administrator for help.

Reconnected to active session. The user may have performed a partial logout, this may mean he is in the same session and is using the same browser. This message is for information, no remedial action is needed.

The Engine threw an exception. Unspecified internal error, please try again.

The password provided is incorrect. Re-enter correct password

The quota for the resource has been reached. The administrator has configured the software so that the number of users access the database at one time does not exceed the license. If a user does not click Logout to end a session, the software may not release the session, depending on whether a time-out function was configured. Contact your administrator if the problem persists. It could be a sign that your company needs to increase its number of licenses.

There are no databases mounted that you have permission to access. Your user name is valid, but has not been added to a group that has rights to access a database. Please contact your administrator for help.

There is an active session with your username already. For information only.

There was already an active session with your username. You have been re-connected to that session. You did not click Logout to end your last session. You are resuming where you left off, or that someone else is using your username.

There was an entity conflict that could not be resolved. You have an active browser session matched to an active server session, and you are trying to log in as someone else without logging out of the original session completely. Please log back in using your original login name.

This document resulted from a POST operation and has expired from the cache. If you wish you can repost the form data to recreate the document by pressing the reload button. You used the browser’s BACK button to return to a previous page. Use the DIALOG@Site navigation buttons, such as MAIN, to return to the page you want to view.

This result set is no longer available. You deleted the set from a different browser window, or you were inactive for too long and the set was purged. You can no longer access this set.

This result set contains no records. A search or refinement gave you an empty set, i.e. no records found.

You do not have permission to access the resource. You are a valid user, but you do not have the rights to view a particular resource. Please see your Administrator to set you up with permission to access the database.

You must choose a(n) XXX before continuing or Select a(n) XXX first. There is a selection box associated with the action you tried to perform, but you didn't select any of the items in it. Please select item before activating function.

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Searching for Records

Title List

Display

Intersect

Union

Clear

Save

Search

Narrow

Widen

Exclude

Sort

Restore

 

The main search page consists of:

Entering a Search Term

The Search field is used to search all basic index fields for your term(s) in one step. If you want to know what fields are included in the list of basic indexes for your database, click the question mark next to the Search field to view the online help.

Entering search terms differs between indexed and text fields.

An indexed field, designated by an index button, contain one or more words indexed as a single term. For example, an Author field will quite possibly index the first and last name, such as Smith John. It is recommended that you use the index button when searching indexed field to ensure accurate results. See Index Search for more information.

A text field, designated by the absence of an index button, allows for more complex searches optionally containing multiple terms and logical operators. To search a text field:

  1. Enter the expression you're searching for. For example, Andy Pettitte and (New York Yankees). (Refer to the search tips below.)
  2. Click Search.

The screen refreshes and displays a search history window above the available search fields as well as options to display records or modify your search.

The search history window displays the list of search strategies that have been entered and the results of those searches. For example, a line that states: S1:10 records: DOG OR CAT means set 1 contains 10 records with the words DOG or CAT.

Search Tips

Boolean operators (AND, OR, NOT) can be used in your search strategy or you can gain this same effect by modifying a search and using the Narrow, Widen or Exclude buttons.

When using multiple terms in a search strategy, the order of search is from left to right unless parentheses are used, in which case the operations inside the parentheses are performed first. The wildcard character, a question mark (?), can also be used to find variations of a root word. For example, entering COMPUT? would retrieve records for COMPUTER, COMPUTERS, COMPUTING, and COMPUTATION. This truncation symbol can only be used at the end of a root term, not at the beginning or embedded in the term. For example, ?GUARD or COL?R are not legal search terms.

In addition, you can use periods to delineate the distance between search terms. For example, MINI...CARS, where the term CARS follows within three words of the term MINI. This search would retrieve MINI VANS AND SPORTS CARS, but not SPORTS CARS AND MINI VANS 

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Modifying a Search

Intersect

Union

Narrow

Widen

Exclude

To modify an existing search:

  1. Enter a search term into one of the search fields and click Search to retrieve your first set of records.
  2. Highlight the first search in the search history box.
  3. Modify the result by entering another search term in the same, or a different, search field.
  4. Click one of the following:

The screen refreshes and updates the search history window with the new search results. 


 

Narrow

The Narrow search option will general reduce the current number of records by including another concept in the strategy. This requires that both of the terms appear in the results: Term 1 AND Term 2.

To narrow an existing search:

  1. Enter a search term into one of the search fields and click Search to retrieve your first set of records.
  2. Modify the results by entering another search term in the same, or a different, search field.
  3. Click Narrow to include both search terms in your results.


 

Widen

The Widen search option increases the current set of records by including more terms or synonyms for a concept. This requires that at least one of the terms appears in the results: Term 1 OR Term 2.

To expand an existing search:

  1. Enter a search term into one of the search fields and click Search to retrieve your first set of records.
  2. Modify the results by entering another search term in the same, or a different, search field.
  3. Click Widen to include either terms in your results.


Exclude

The Exclude search option eliminates records that contain a particular term: Term 1 NOT Term 2.

To exclude an existing search:

  1. Enter a search term into one of the search fields and click Search to retrieve your first set of records.
  2. Modify the results by entering another search term in the same, or a different, search field.
  3. Click Exclude to include the first search term, but not the second.

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Intersect

The Intersect option is used to combine all highlighted sets. The results are records that include the terms used in Set 1 AND Set 2. To use this option:

  1. Select the multiple sets in the search history box that you want to combine.
  2. Click Intersect.

The sets you have highlighted are combined with AND, and the refreshed set will display at the top of the search history box. 


Union

The Union option is used to combine all highlighted sets. The results are records that include the terms used in Set 1 OR Set 2. To use this option:

  1. Select the multiple sets in the search history box that you want to combine.
  2. Click Union.

The sets you have highlighted are combined with OR, and the refreshed set will display at the top of the search history box. 

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Index Search

Most database search options, such as Author or Title Name, can be browsed by clicking on the arrow next to the name and expanding the index. This displays a listing of the actual database terms in the field.

To expand a search term:

  1. Enter the first few characters of a term you want to expand. For example, enter COMP if you are searching a database for terms such as COMPUTER AND COMPUTING.
  2. Click the Index button. The index displays the first few terms.
  3. Click the right arrows to view the next list of records.
  4. Click left arrows to return to the prior list of records.
  5. Enter a new term (or a portion of a term) and click Jump To to move forward or backward through the index.
  6. Click the terms you want to search to highlight them. (You can only select and display terms from one screen. You can not select a term, click the right or left arrows, then select another term, and search for both.)
  7. Click Search to retrieve records with the highlighted terms.

Multiple terms are combined using the OR operator and display in the search history box. 

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Clearing a Set

The Clear button deletes the highlighted set in your search history window. If no set is highlighted, the latest set is deleted. Any search terms entered into fields are also cleared.

To delete multiple sets:

  1. Highlight the sets you want to delete.
  2. With the sets highlighted, click Clear .


Search Strategies

Save 

Restore 

Save a Strategy

Saving a search strategy allows you to reuse a search you've created in another database, or to call up the strategy again in the same database at another time.

To save a search strategy:

  1. Enter your search terms and click Search. Your search strategy displays in the search history window.
  2. Click SAVE on the main search page. The Save Strategy page displays
  3. Highlight the search strategy you want to save.
  4. Enter a name for the strategy. (Do not use single or double quotes in the name.)
  5. Click Save.

Restore a Strategy

You can reuse a search strategy you have saved with the Restore option. If you execute the saved search in a different database, you may get zero hits if the database doesn't contain the same fields. To run a saved strategy:

  1. Click Restore on the main search page.
  2. Use the drop-down list under Saved Searches to see the available strategies.
  3. Highlight the strategy you want to run.
  4. Click OK.

The strategy runs on the database you are currently in and returns you to the search page. 

 

Delete a Strategy

You can remove a search strategy you have saved with the Delete option.

  1. Click Restore on the main search page.
  2. Use the drop-down box under Saved Searches to see the available strategies.
  3. Highlight the strategy you want to delete.
  4. Click Delete.

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Displaying Search Results

Title Lists

<<<

>>>

 

Format

 

Sort

 

You can display records by clicking Title List and then selecting the records you want to display, or by clicking the Display button and displaying the first record in the set.  

Displaying the Title List

From this screen you can perform several functions, perhaps the most important is that you can select multiple records to view, print or save. For example select records 3, 8, 10 and 12 from the set of retrieved results. See Marking Records for further information.

The Title List is useful when you want a quick view of the full set of records that you have retrieved. One line of text is displayed for each record, making it easy to verify that your search strategy is retrieving the kinds of records you want. The Title list operates on the current highlighted set in the search history box.

To display records using the Title List; click Title List on the search page. The display updates with list of titles in the highlighted set. The following menu options are available.

  1. Click the right arrows to display the next set of record titles.
  2. Click the left arrows to display the prior set of record titles.
  3. Click Options to access the Options menu page and select how many records you want to display at one time.
  4. Click Sort to access the Sort menu page and define how you want to sort your records
  5. Select multiple records to view, print or save. For example, select records 3, 8, 10, and 12 from the set of retrieved results.
  6. Click Display to see the full record.
  7. A link displays in the top right-hand corner of the screen that will take you to directly to the top of the next selected record. You will get the same results by simply scrolling down.
  8. You can print your selected articles, use the Print option on your browser.
  9. Click Main to return to the search page.

 

Displaying the Complete Record

To display the complete record:

Format

The Format options allows you to create your own user-defined display and to save the format for future use.

To edit the display format:

  1. Default which is unadorned
  2. Labeled format, which places a full-labeled descriptor in front of each field
  3. Tagged format, which places a two character identification in front of the cache field.


Sorting Records

You can sort your retrieved set of records with the same sort options available with any DIALOG OnDisc database. To sort your records:

  1. Create a set of records and click Sort.
  2. Click the radio button to select Ascending or Descending order of sort.
  3. Click the display box labeled with the first sort field available (i.e., Title, Author) and select the field you want to sort by.
  4. Click OK.
  5. Click either Title List or Display to view your results.

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Printing and Saving Records

Marking Records

To select and mark multiple records:
  1. Ensure you are displaying the titles of your selected search.
  2. At any one time you can only mark titles from those displayed on your screen. If you want your screen to display, say fifty records, use the Options menu to increase the number of titles shown..
  3. Mark required record.or block of records by clicking on them. Press (Ctrl and click) to mark further records. Your records are now marked and you can view, save or print them.

Printing Records

Printing your records is largely based on the web browser software you are using to access DIALOG@Site. You can create your display Format using the option and then use the File/Print option of your browser. 

Saving Records

Saving your records is largely based on the web browser software you are using to access DIALOG@Site. You can create your display format using the Format option and then use the File/Save option of your browser.

When saving a file, the default extension of .EXE displays in the SAVE AS window. This extension must be changed to .HTM or .TXT. Files saved with the .HTM extension can be opened in your browser. Files saved with the .TXT extension can be imported into a word processor or spreadsheet 

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Using Limits

Limits, such as English records only, are available for most databases and are used to reduce the size of your search results. When limits are available, they are displayed after the search options in the form of check boxes.

To limit a set:

  1. Highlight the existing set in the search history window.
  2. Click the check box for the limit or limits you want to apply.
  3. Click Narrow.

The resulting set will display in the search history window.

 

Setting Options and Passwords

The Options page allows you to do the following:

 

Logging Out of Dialog@Site


It is important to log out of DIALOG@Site when you're finished searching so that licenses are freed up for other users. All searches performed will be erased from the Search History box when you log out.

To log out, click Logout at the top of the search screen, a list of all the databases you have searched will appear, click OK to log out.

Although you will still appear to be accessing the database if you use your browser's navigation buttons to return to the search or display pages, it is only the information in your system's cache that you are accessing. No new searches will be retrieved. 


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