QuickDex Helps with Finds: Difference between revisions

Revision as of 14:43, 3 May 2025

Finding Records

You can find records in PubGizmo by entering search terms in the relevant search boxes, but it helps to know there are two types of searches, one fast, and one slow, and usually the fast search will serve your needs.

Search Boxes

You'll find multiple locations where you can type data to perform finds; we call these "search boxes."

Home Screen

Each major module includes a search box, where you can search within that particular module.

Top of Module

At the top of the single record and list view for each module you will find a search box for that specific module.

Search Types and Responsiveness

Both types of searches are conducted the same way: by clicking into a search box, type you search criteria, and hit <return> or <tab> to execute the search.

Autofilling

Just like entering search terms in Google, PubGizmo autofills matches as you type, but in this case, the matches are not for the entity alone, e.g., the title, but also for associated data and metadata about that entity. A host of terms are assigned to each record and assembled into a special index called the QuickDex.

When you use the QuickDex to search, the results are yielded very quickly, because PubGizmo "knows" which records you want, without having to dig through all the records in the system to find matches your search term(s).

If you type something that doesn't autofill, i.e., if you go beyond the matches offered as you type, PubGizmo has to work harder to search on your criteria.

The QuickDex

You can tell what data is QuickDexed for each record by hovering over the the module entity's name, (e.g., in Titles, hover over the title at the top, in blue), to see the contents of that record's QuickDex, and therefore how you can find this record using a QuickDex find. You can yield multiple results with a search on something like the genre, for example, if you have multiple records classified as "poetry," you will see, as you type in the search box, "poetry" as en entry. When you execute the find, all Titles that are classified as poetry appear.

Title

Currently, a Title's QuickDex includes:

Title (with or without the article)
Subtitle
Contractees (author, translator, licensing orgs)
Genre(s)
Keyword(s)
Year of Publication
ISBNs

Royalty

The QuickDex varies by module. For example, the QuickDex for Royalties is different than for Titles.:

Title
Contractees (Contacts or Orgs)
Agents
Agencies
Payout Periods (e.g., records flagged to payout in 2024 only)
"calc" or "nocalc": records with the Calculate Royalty box checked, or those set not to

Slow Searches

You can type terms into the search box to search in the relevant module. For example, you could type the word "world" in the search box for Titles, and find all the books with "world" in the title, or with "world" in any of several other fields:

any Description
any Blurb
any Review
Document
Awards

The search is slow because it involves searching multiple fields, some of them not directly on the record (what we call related records), and therefore not "indexed."

@@ Line 1: / Line 1: @@
 == Finding Records ==
-You can find records in a standard way in PubGizmo, by entering search terms in the relevant search boxes, but it helps to know there are two types of searches, one fast, and one slow, and usually the fast search will serve your needs.
+You can find records in PubGizmo by entering search terms in the relevant search boxes, but it helps to know there are two types of searches, one fast, and one slow, and usually the fast search will serve your needs.
 == Search Boxes ==
@@ Line 6: / Line 6: @@
 ==== Home Screen ====
-Each major module includes search box, where you can search within that particular module.
+Each major module includes a search box, where you can search within that particular module.
 ==== Top of Module ====
-At the top of the single record and list view for each module, you will find a search box for that specific module.
+At the top of the single record and list view for each module you will find a search box for that specific module.
 == Search Types and Responsiveness ==
 Both types of searches are conducted the same way: by clicking into a search box, type you search criteria, and hit <return> or <tab> to execute the search.
-=== Slow Searches ===
+=== Autofilling ===
-You can type terms into the search box to search in the relevant module. For example, you could type the word "world" in the search box for Titles, and find all the books with "world" in the title, or with "world" in any of several other fields:
+Just like entering search terms in Google, PubGizmo autofills matches as you type, but in this case, the matches are not for the entity alone, e.g., the title, but also for associated data and metadata about that entity. A host of terms are assigned to each record and assembled into a special index called the QuickDex.
-* any Description
-* any Blurb
-* any Review
-* Document
-* Awards
-The search is slow because it involves searching multiple fields, some of them not directly on the record (what we call related records), and therefore not "indexed."
+When you use the QuickDex to search, the results are yielded very quickly, because PubGizmo "knows" which records you want, without having to dig through all the records in the system to find matches your search term(s).
-=== QuickDex, for Fast Searches ===
+If you type something that doesn't autofill, i.e., if you go beyond the matches offered as you type, PubGizmo has to work harder to search on your criteria.
-PubGizmo offers quick "Google-style" auto-filling for common finds, based on specific fields. In any search field, you can start typing and see, auto-filled, possible matches to your search. Hit return, and you'll be rapidly brought to the relevant record. We call it the "QuickDex".
-QuickDex indexes special fields on each type of module record, so they will "auto-fill" as you start to type. You can tell what data is QuickDexed by hovering over the the module entity's name, (e.g., in Titles, hover over the title at the top, in blue), to see how that record's QuickDex, and therefore how you can find this record using a QuickDex find.
+=== The QuickDex ===
+You can tell what data is QuickDexed for each record by hovering over the the module entity's name, (e.g., in Titles, hover over the title at the top, in blue), to see the contents of that record's QuickDex, and therefore how you can find this record using a QuickDex find. You can yield multiple results with a search on something like the genre, for example, if you have multiple records classified as "poetry," you will see, as you type in the search box, "poetry" as en entry. When you execute the find, all Titles that are classified as poetry appear.
 ==== Title ====
@@ Line 50: / Line 44: @@
 * Payout Periods (e.g., records flagged to payout in 2024 only)
 * "calc" or "nocalc": records with the Calculate Royalty box checked, or those set not to
+=== Slow Searches ===
+You can type terms into the search box to search in the relevant module. For example, you could type the word "world" in the search box for Titles, and find all the books with "world" in the title, or with "world" in any of several other fields:
+* any Description
+* any Blurb
+* any Review
+* Document
+* Awards
+The search is slow because it involves searching multiple fields, some of them not directly on the record (what we call related records), and therefore not "indexed."
+*