README.md

Islandora Advanced Search

• Introduction
• Feature and Advantages
• Requirements
• Installation
• Configuration
• Configuring Solr
• eDismax Search
• Configure Collection Search
• Configure Views
  • Exposed Form
  • Collection Search
  • Paging
  • Sorting
  • Search Highlighting
  • Result Summary

• Configure Blocks
  • Advanced Search Block
  • Search Block (NEW)
• Documentation
• Troubleshooting/Issues
• Maintainers
• Sponsors
• Development
• License

Introduction

The Advanced Search module provides keyword search, field search, boolean search, and search within collections and sub collections. It provides a pager UI component that allows the user to set the number of items to show, select sort criteria and display style (grid or list). It provides a global search block, which redirects the search query to a search page. It also enables the use of Ajax with views (powered by Solr), search blocks, facets, and search results.

Features and Advantages

The module provides Boolean search, enables you to use AND, OR or NOT options to helps expanding or narrowing your search parameters.

	Standard Query Parser	The Extended DisMax (eDismax) Query Parser
Use	If  Edimax is turned off in configuration, the “Standard Query Parser” is used.	Edismax is enabled by default, but can be turned off in configuration (/admin/config/search/advanced).
Capacity	Search a content field	Search a content field Search across all of the fields which are indexed to Solr in Search API configuration.
Search	Content indexed into a string field Search returns on an exact field match (case sensitive) Content indexed into a full-text field Search returns on single words or phrases (words in order), and is case insensitive.	Content indexed into a string field Search returns on an exact field match (case sensitive) Content indexed into a full-text field “Bounded” searches return exact phrase matches, replicating the standard query parser features. Case insensitive Support for word searching in any order. Syntax for wildcards and other search features available (described in table below)

Use the following syntaxes (eDismax ONLY) to increase Search acuracy is provided below:

Operator	Usage	Example
AND	Narrow down your search to include results that contain both search terms	orientation AND games
OR	Broaden your search to include results that contain either search term	students OR undergraduates
NOT	Narrow your search by excluding certain words or phrases	orientation NOT games
Asterisk (*)	Replaces the asterisk with multiple characters. Use to search for multiple beginnings, middles, and endings of words.	librar*  will include results like: library libraries librarian
Question Mark (?)	Replaces the question mark with a single character. Use to search for multiple beginnings, middles, and endings of words.	?est will include results like: Test Pest West Will not include: Contest
Tilde (~)	Use to make your search ‘fuzzy’ or search for synonyms and alternate spellings.  Only works for Keyword search.	Shaun~ will include results like: Shaun Sean Shawn
Quotation Marks (“”)	Use quotation marks to search for a specific word or phrase.	“alumni golf tournament”

 

Requirements

Advanced Search requires an installation of Solr, as its syntax is Solr-specific. The Advanced Search blocks also utilize the Facets API, therefore they only work on Views where Facets are enabled.

The following requirements (Drupal modules) will be downloaded automatically by Composer:

• facets
• search_api_solr

You do not need to use Islandora, however the instructions below for setting up search within a collection (and optionally, its subcollections) use an pattern that is used by Islandora whereby nodes are organized in a hierarchy using an Entity Reference field (typically called "Member Of" / field_member_of) on a node that accepts other nodes as values. If you are using Advanced Search and want to make use of "Search Sub-collections" then you will need to set up such a field on your content type(s).

Installation

This module is part of the Islandora Starter Site, which is a full Drupal site setup that includes Solr, and automatically sets up the views and facets required for Advanced Search to work.

To download and enable just this module, use the following from the command line:

composer require drupal/advanced_search
drush en advanced_search

Configuration

This module will make the following blocks available for every display of a Search API view:

• Advanced Search Block
• Pager Block

This module also provides a block called "Search" that you can place and configure as a global search block.

You can configure these blocks to show up on pages with their respective views using Drupal's Block interface.

You can set the following configuration at /admin/config/search/advanced:

Configuring Solr

Please review Islandora Documentation before continuing. The following assumes you already have a working Solr and the Drupal Search API setup.

Extended Dismax (eDismax) Search

Read the Drupal.org documentation on Solr Query Parsers to find more detail about eDismax Search in Drupal.

You can enable Extended Dismax search on this module's configuration page at admin/config/islandora/advanced_search. This will affect all Advanced Search and Search blocks provided by this module.

Configure Search Fields for Collection Search

See "Requirements" for a discussion of the use of field_member_of.

In this section we set up fields in our Solr index (using Search API). The first Search API field ("Member of") indexes a node's parent(s) based on the Drupal field field_member_of, and the second ("Descendant of") indexes a node's parents and its parents' parents. This second field's recursive behaviour is achieved by using Search API's "Index hierarchy" processor.

First ensure that your hierarchy field (assumed for convenience to be field_member_of) is indexed at admin/config/search/search-api/index/[your default index]/fields. If not, add the field using the "Add field" button. When you find "Member of (field_member_of)", click the "Add" button - do not delve into the child properties under "(+)". We will assume that the Search API field's name is also "Member of". The field type should be "Integer".

Next, create a second Search API field, exactly the same as the first field except for its name, so we can tell them apart. We'll call this one "Descendant of".

Then, under the Processors tab (admin/config/search/search-api/index/[your default index]/processors) enable the checkbox for Index hierarchy and at the bottom of the page, setup the processor to index hierarchy for "Descendant of" (but not "Member of").

This "Descendant of" field now contains a list of all its ancestors, so can be used as a contextual filter on views, thereby allowing the view to display all descendants of a given node.

See the section below, "Collection search", to finish configuring your site for collection and sub-collection search.

N.B. You may have to re-index to make sure the field is populated.

Configure Views

Detailed instruction on the configuration of views is outside of the scope of this document. Please read the Drupal Documentation, as well as the Search API Documentation.

To use the Advanced Search module, you will need to create at least one view that is based on Search API and uses Solr. However, do NOT add the "Fulltext search" filter, despite that being the "usual" way of setting up a Search view. All fulltext searching (and fielded searching) will be handled by blocks provided by this module.

Exposed Form

Solr views allow the user to configure an exposed form (optionally as a block). This form / block is different from the Advanced Search Block. This module does not make any changes to the form, but this form can cause the Advanced Search Block to not function if configured incorrectly.

The Advanced Search Block requires that if present the Exposed forms Exposed form style is set to Basic rather than Input Required. As Input Required will prevent any search from occurring unless the user puts an additional query in the Exposed form as well.

Collection Search

This module's "Advanced Search" block can be set up on a "collection" (or, generically, on hierarchical entities that can contain other entities). This block allows the user to select whether they want the search to include sub-collections.

The following instructions describe how to set up this feature.

First, in your Search API view, set up two contextual filters:

1. "Member of" (Direct descendants only)
2. "Descendant of" (All descendants)

Both of these filters are configured the exact same way. The only configuration to set is "When the filter value is NOT available" then "Provide default value". Under Type, select "Content ID from URL".

These two contextual filters are used by the Advanced Search block to expose the toggle to search direct descendants or all descendants (documented under "Advanced Search Block", below).

Paging

The paging options specified here can have an affect on the pager block (documented below).

Sorting

Additional the fields listed as Sort Criteria as Exposed will be made available in the pager block (documented below).

Search Highlighting

1. Add Search Excerpt to the Advanced Search View.

   • Navigate to /admin/structure/views/view/advanced_search. In the Fields section, click Add, then select Search Excerpt.'

   

2. Turn on Search API highlight processor

   • Navigate to /admin/config/search/search-api > Edit Index > Processors > Enable Highlight processor.

   

   • At the bottom of the form, under Processor Settings > Highlight > Select Create excerpt.

   

3. Configure Solr Server.

   • Navigate to /admin/config/search/search-api > Edit Server > Configure Solr backend > Advanced > Select Retrieve highlighted snippets.

   

Result Summary

In your view, in the Header section, clikc Add, then search and select for "Result summary".

Then, paste the following code to Display textarea in Configure Header: Global: Result summary

<div id="ajax-page-summary" class="pager__summary">Displaying @start - @end of @total</div>

Configure Blocks

For each block type:

• Facet
• Pager
• Advanced Search

There will be one block per View Display. The block should be limited to only appear when the view it was derived from is also being displayed on the same page.

This requires configuring the visibility of the block as appropriate. For collection based searches be sure to limit the display of the Facets block to the models you want to display the search on, e.g:

Advanced Search Block

For any valid Search API field, you can drag / drop and reorder the fields to display in the advanced search form on. The configuration resides on the block so this can differ across views / displays if need be.

If the view this block is attached to has two exposed filters, then you can choose which one corresponds to direct descendants. This will enable the "Include Sub-Collections" search checkbox on the Advanced Search block.

N.B. Be aware that the Search views Exposed Form can have an affect on the function of the Advanced Search Block. Please refer to that section to learn more.

Search Block (NEW)

To associate this simple search block to a Advanced Search Result Page view, you can select its machine name in the dropdown list. With that, this form will redirect to the view with search parameters.

You can also change the search form's appearance by changing the default label, placeholder text for the search text field, and search button.

Documentation

Further documentation for this module is available on the Islandora 8 documentation site.

Troubleshooting/Issues

Having problems or solved a problem? Check out the Islandora google groups for a solution.

• Islandora Group
• Islandora Dev Group

Maintainers

Current maintainers:

• Nigel Banks

Sponsors

• LYRASIS

Development

If you would like to contribute, please get involved by attending our weekly Tech Call. We love to hear from you!

If you would like to contribute code to the project, you need to be covered by an Islandora Foundation Contributor License Agreement or Corporate Contributor License Agreement. Please see the Contributors pages on Islandora.ca for more information.

We recommend using the islandora-playbook to get started.

License

GPLv2