Creating the Index Definition

Before you build the keyword index for Information Portal, you must create an index definition. This definition specifies what data will be included in the keyword index. It also defines the sort and limit options that are available for searches that use the keyword index. Information Portal uses only one keyword index, so you need to create only one index definition.

You can edit the index definition at any time, but the only fields you can change without having to rebuild the index are Search Serv IP Addr and Search Serv Port. No other changes will be reflected in searches until you rebuild the index.

To create the index definition

1 Open the word_index view in the Table Editor.

Horizon displays the List Horizon Word Index Definitions window.

2 Choose the index definition you want to change, or create a new definition.

Horizon displays the Edit Horizon Word Index Definitions window:

3 Complete these fields in the window:

Field

Action

Index Name

1 Enter a short name for the index definition (such as “idx”).

The Horizon Indexer uses this name in the filenames of the index it creates.

2 Write this name down so that you can retrieve it easily.

You will have to enter it in the INDEX NAME setting in the issettings.conf file, described on See "Index Name".

Note: With iPac 1.0x, this name (DBcode) had to be unique from index names used in other Horizon systems for broadcast searching to work. This limitation no longer exists.

Search Serv IP Addr

Enter the IP address (number or name) of your Horizon Index Services machine.

This is the machine where you will install Horizon Index Services.

Search Serv Port

1 Enter “12502” or some other available port.

This is the port that Horizon Index Services will use to receive search requests from Information Portal. Port 12502 is recommended because it is probably not in use. However, if the machine where you will run Horizon Index Services already uses this port for another process, enter a different, unused port. You can use the “netstat” command in Windows or UNIX to display a list of ports currently in use. (For more information about netstat, see your Windows or UNIX documentation.)

2 Write this number down so that you can retrieve it easily.

You will have to enter it in the HZN SEARCH SERVER PORT setting in the issettings.conf file, described at See "HZN SEARCH SERVER PORT".

Table Name

Enter “bib”.

The bib table is the only table that you can use for an Information Portal keyword index.

Key Column

Enter “bib#”.

This is the key column for the bib table you specified in the Table Name field.

ISBN de-duping MARC map

Enter the MARC map code, or click Codes to choose from a list of valid codes.

This value is only used with Horizon Information Portal (HIP) 4.0. Horizon 7.5 does not support HIP 4.0.

ISSN de-duping MARC map

Enter the MARC map code, or click Codes to choose from a list of valid codes.

This value is only used with Horizon Information Portal (HIP) 4.0. Horizon 7.5 does not support HIP 4.0.

OCLC de-duping MARC map

Enter the MARC map code, or click Codes to choose from a list of valid codes.

This value is only used with Horizon Information Portal (HIP) 4.0. Horizon 7.5 does not support HIP 4.0.

LCCN de-duping MARC map

Enter the MARC map code, or click Codes to choose from a list of valid codes.

This value is only used with Horizon Information Portal (HIP) 4.0. Horizon 7.5 does not support HIP 4.0.

4 Complete the fields in the Sort Fields group for each sort option you want to include in the index.

This group lets you define the sort options that are available for searches that use the index. (For example, to let users sort search results by title, author, and publication date, complete a group entry for title, another for author, and a third for publication date.) Click New for each sort option you want to add.

Field

Action

MARC Map

Enter the MARC map code for the data you want to let users sort by, or click Codes to choose from a list of valid codes.

Use a display MARC map that is based on bib records, not authority records. The MARC map identifies the specific tags and subfields that will be used for the sort option. You will probably want to use display MARC maps for sort options.

Processor

If the MARC map you entered is for publication date, enter “pubdate”. Enter “ipackwd” for everything else.

Do not use the “keyword” processor. The “keyword” processor is for keyword indexes in Horizon, not Information Portal.

Important: Information Portal will display a sort label based on the description field associated with the MARC map you choose. (For example, if you choose “Dtitle” as a MARC map, and this MARC map has the description of “title”, then Information Portal will display “title” in its Sort drop-down menu.) For that reason, if the MARC map you choose does not have a description you want, you must use Horizon’s Table Editor to edit the description field of the MARC map to reflect what you would like your patrons to see in Information Portal. (For instructions on opening a view, see Opening a View in the Table Editor .)

5 Complete the fields in the Search Fields group to specify the data you want to include in the index.

This group lets you define the bibliographic data to include in the index. It also defines the search types that are available in Information Portal. When a user performs a search, Horizon Index Services compares the search terms with the data in the MARC maps you enter here. Click New for each MARC map you want to add.

Field

Action

Prefix

1 Enter a three-character code that identifies the data type of the MARC map you are adding.

SirsiDynix recommends using a dot followed by two letters. (For example, enter “.tw” for title MARC maps, “.aw” for author MARC maps, and “.gw” for MARC maps you want for a general keyword search.) Horizon will not let you save a Search Field that has more than three characters in the prefix.

Each prefix you define represents a search type that you can make available in Information Portal. When you install Information Portal or import indexes into Information Portal, Information Portal displays the prefixes defined here. You can then associate each prefix with a search type in Information Portal. (In the example above, you would assign “.tw” to a title keyword search, “.aw” to an author keyword search, and “.gw” to a general keyword search.)

2 Write down the prefix you choose so that you can retrieve it easily. You will have to enter it again when you install Information Portal. Also write down the label for the search type you want to associate with it. (For example, write down “.tw” and “title keyword” because only the “.tw” will display during the Information Portal installation process.)

You can add multiple entries that use the same prefix. This lets you include more than one MARC map for a single search type. (For example, you can define a general keyword search that includes data from multiple MARC maps. To do this, you might create an entry with a prefix of “.gw” [general keyword] and a MARC map for title data, a second entry with a prefix of “.gw” and a MARC map for author data, and a third entry with a prefix of “.gw” and a MARC map for subject data.)

MARC Map

Enter the MARC map code for the data you want to include in the index for the search type you specified the Prefix field, or click Codes to choose from a list of valid codes.

Use an indexing MARC map that is based on bib records, not authority records. Indexing MARC maps usually begin with the letter I, S, or Z. The MARC map identifies the specific tags and subfields that will be included in the index.

Important: If you want your Information Portal keyword searches to display the same information as your Horizon searches, the MARC maps you assign here must be the same as the MARC maps used in the PAC flavor search in Horizon. (For instructions on making sure your keyword indexes in Information Portal match those in Horizon, see Setting Up a Keyword Index for Horizon Information Portal .)

Processor

Enter “ipackwd”.

Do not use the “keyword” processor. The “keyword” processor is for keyword indexes in Horizon, not Information Portal.

Note: The Filter Information group, which defines limit options, will be addressed in Adding Limit Options.

6 Save your changes.

 


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