BioCASe help: Searches

The following tips can help you fine-tune your searches and locate precise results.

BioCASe does not support explicit use of standard wildcards. However, certain fields do allow the user to enter either a full or partial search term.

The Basic Search pages let you use a qualifier to specify whether to search for the exact, starting with, ending with, or containing match for your search term.

On the Advanced Search pages there are no specific qualifiers, but many of the fields let you enter either a full or partial search term.

Combining Search Terms with AND/OR

For advanced searches, BioCASe requires that you specify whether to combine search criteria from various fields with AND or OR. AND narrows down a search, while OR expands a search.

Note: The default within each category is OR. If you choose more than one item in any one category those specific terms will be combined with OR.

Example

If you enter ‘fungi’ for a taxon name and ‘United Kingdom’ for the country location of the data holder:

AND will return results for data holders located in the United Kingdom that have collections containing fungi.

OR will return results for data holders located in the United Kingdom that do or do not contain fungi and results for data holders containing fungi that may or may not be located in the United Kingdom.

If you choose both the United Kingdom and Spain as country locations, the search will use a default OR for that field and find data holders that are located in the United Kingdom, as well as data holders that are located in Spain.

Term Lists

Some search fields on the Collections and Institutions advanced search page let you either enter free text or select terms from an alphabetized list. Alphabetized lists appear beneath or to the right of the related input field.

The fields that have related alphabetic lists are taxon, common name, [data repository] name and town, and [person] name.

Note: Alphabetized lists are compiled from terms that are stored in the BioCASe repository of collection-related information provided by national nodes, so you are more likely to locate results for search terms chosen from a list than you are for a free text entry.

Selecting Multiple List Items

Some search fields on the Collections and Institutions advanced search page have list boxes that allow you to select several terms at a time.

The fields that are list boxes are category of objects, category of collection, category of organization, and country.

§ To select multiple terms from a list box, select the first term and then press the <Ctrl> button on the keyboard while you select any additional terms.

Navigation Tips

The following tip(s) can help you navigate the BioCASe site.

Returning to previous pages: The Back Button

Do not use the back button on your web browser when using the BioCASe. Instead, use the button on the BioCASe user interface, where it appears.

When the back button is not present on a page, you can usually return to a former page with the help of other buttons, such as Revise Search or New Search .

Searching for Institutions and Collections

The Collections and Institutions section of the BioCASe lets you search for general information about collections and institutions, such as name, location, administration, and type of content.

Basic Search: Keyword or Keyphrase

The Basic search option in the Institutions and Collections section lets you search for institutions and collections by using a single keyword or keyphrase.

The keyword or keyphrase can be anything related to the organization or collection - a full or partial string representing the name, address, contact person name, taxon name, common name, geospatial region, or stratigraphic time period.

The following search field is available on the collection level Basic Search page:

keyword

Keyword or keyphrase related to anything about an organization or collection.

Select a qualifier and enter all or part of a word or phrase

§ To use the basic search option:

1. Click Collections and Institutionson the navigation menu.

2.     Click Basic Search on the navigation menu.

3.     Select a qualifier from the drop-down list to specify whether to search for exact, starting with, ending with, or containing matches for your search term.

4.     Enter a keyword or keyphrase in the keyword field.

5.     Click the Search button.

6.     View the results.

Practice Searches:

1. Enter the keyword 'fungi' to search for collections that contain specimens of fungi.

2. Enter the keyword 'Rudkoebing' or 'Rudko' to search for details about an aquarium that is located on a street called Rudkoebing in Denmark.

3. Enter the keyphrase 'Marine ecological survey' and choose the qualifier 'containing' to search for marine ecological surveys.

4. Enter the keyphrase 'National Park' and choose the qualifier 'containing' to search for national parks.

Advanced Search: Multiple Criteria

The Advanced search option in the Institutions and Collections section lets you create a very specific search for institutions and collections by combining multiple search criteria.

The following search fields are available on the collection level Advanced Search page:

taxon name

Taxonomic name of specimens or observations in a collection.

Enter all or part of a name (eg Crustacea or Crusta) or select one or more names from the alphabetic list.

common name

Common name of specimens or observations in a collection.
Enter all or part of a name (eg Animals or ani) or select one or more names from the alphabetic list.

geospatial region

Geospatial region where specimens or observations in a collection were gathered.
Enter all or part of part of a region (eg Africa or Af) or browse to select one or more regions from the tree.

timeperiod

Stratigraphic age of specimens in a collection.
Enter all or part of a time period (eg Triassic or Tria) or browse to select one or more periods from the chart.

category of objects

Category of specimens in a collection.
Select one or more categories from the list.

includes type specimens

Collections that contain type specimens.
Click the checkbox to search for collections containing type specimens.

[data holder] name

Name of a network, organization, or collection.
Enter all or part of a data holder name (eg Institut Pasteur or Institu) or select a name from the alphabetic list.

[data holder] country

Country where the network, organization, or collection is located.
Select one or more countries from the list.

[data holder] town

Town where the network, organization, or collection is located.
Enter all or part of a town name (eg London or Lon) or select one or more towns from the alphabetic list.

category of organization

Category of organization holding collection(s).
Select one or more categories from the list.

category of collection

Category of collection.

Select one or more categories from the list.

[Person] name

Persons related to the data holder (network, organization, or collection).

Enter all or part of a person's name (eg Abbott or Abb) or select a name from the alphabetic list.

§ To use the advanced search option:

1.     Click Collections and Institutions on the navigation menu.

2.     Click Advanced Search on the navigation menu.

3.     Enter or select as many search terms in the various fields as you wish.

4.     Select AND or OR to specify how to combine your search criteria.

5.     Click the Search button.

6.     View the results.

Practice Searches:

1. Enter the taxon 'Bromeliaceae' and the person name 'Jebb' to search for collections that contain specimens of bromeliaceae and have a contact by the name of 'Jebb'.
2. Enter the taxon 'Coleoptera', the geospatial region 'Africa', and the country 'Belgium' to search for collections in Belgium containing specimens of Coleoptera that may have been gathered in Africa.

Browsing Collection Information
The Browse search option in the Institutions and Collections section arranges information about institutions and collections by topic. When you click on a topic you are presented with a list of subtopics. If you continue to click on subtopics you will eventually reach a detailed description for a single organization or collection.

Note: Many of the subtopic lists may not be comprehensive since they are compiled only from data drawn from the BioCASe repository of collection level information.

The following chart illustrates the topics in the Browse section and their related subtopics.

Networks Full description for a single network

Institutions
Alphabetized organization names
Full description for a single organization

Institutions arranged by category

Collections Alphabetized collection names
Full description for a single collection

Collections organized by category.

Collections organized by types of objects

Persons
Institutions and collections organized by contact person Full description for a single organization or collection

Location
Towns in a country Institutions and collections in a town Full description for a single organization or collection

Regions in a country Institutions and collections in a region

All networks, institutions or collections in a particular country
All networks in a country

All institutions in a country

All collections in a country

Collections with items gathered during a particular year or interval
Full description for a single collection

Collections with items by scientific name Full description for a single collection

Collections with items by common name
Full description for a single collection

Collections with items gathered in a geographic region
Full description for a single collection

§ To use the browse search option:

1.     Click Collections and Institutions on the navigation menu.

2.     Click Browse on the navigation menu.

3.     Click on a topic.

4.     View the list of subtopics and click one. Continue to click subtopics until you reach a full description for an organization or collection.

5.     View the result.

Practice Browsing

1. Scientific name » A, B, C,....,Z » A » Algae » Agardh Herbarium » Full description of Agardh Herbarium.

2. Location » Belgium » Brussels » Belgian Coordinated Collections of Micro-organisms » Full description of Belgian Coordinated Collections of Micro-organisms.

Searching for Specimens and Observations

The Specimens and Observations section of the BioCASe lets you search for specific information about individual specimens and observations. You can search for specimens or observations by search criteria such as scientific names, common names, unit keys, countries, gathering dates ....

Simple Search: Taxon Name

The Simple Search option in the Specimens and Observations section lets you search for specimens and observations by using a taxon name.

The following search field is available on the specimen level Simple Search page:

§ To use the simple search option:

1.     Click Units (specimens and observations) on the navigation menu.

2.     Click Simple Search on the navigation menu.

3.     Enter a taxon in the taxon name field.

4.     Click the Search button.

Advanced Search: Multiple Criteria

The advanced search option in the Specimens and Observations section lets you create a very specific search for specimens and observations by combining multiple search criteria.

The following search fields are available on the specimen level Advanced Search page:

taxon name
Taxonomic name of a specimen or observation.

common name
Common name of a specimen or observation.

higher taxon
Higher taxon name of a specimen or observation.

insitutionID
Institution code.
collectionID
Collection code

country
Country where the specimen or observation was gathered.

locality
Area where the specimen or observation was found gathered.

gathering date
Year(s) that a specimen or observation was gathered.

name of collector
Name of the collector who gathered the specimen or observation.

data with an image only
Records of specimens or observations that include a link to an image.

is Type only
A specimen that is a type specimen.

§ To use the advanced search option:

1.     Click Units (Specimens and Observations) on the navigation menu.

2.     Click Advanced Search on the navigation menu.

3.     Enter or select as many search terms in the various fields as you wish.

4.    Click Add for each field you fill.

Note : Your criteria will be combine with AND between different fields and OR into one field.

4.     Click the Search button.

Viewing Search Criteria (for Institutions and Collections only)

You can view your current search criteria in the Your query section at the bottom of the user interface.

Changing Search Criteria(for Institutions and Collections only)
If you are not satisfied with results from a search you may want to revise your search criteria, begin a new search. If you use the back button from your browser, reload the search page to reinit the session parameters.

Revising a Search (for Institutions and Collections only)

Click the Revise Search button to revise your search criteria. This action will bring you back to the search page with your previous search criteria so that you can alter them as you wish.

Note: You can delete previous search terms that were chosen from a browse chart or alphabetic list by opening the chart or list and deselecting those items.

Starting a new Search

For 'Collections and institutions' : Click the New Search button to clear your previous search criteria and return to a blank search page.

For 'Specimens and observations' : Click on 'Units' in the trail bar or in the menu

Reloading a Previous Search (for Institutions and Collections only)

You can reload a previous search that was executed during the same session.

§ To reload a previous search:

1.     From the Your query section, select a previous search from the drop-down list.

2.     Click the Reload query button. Your previous criteria will now appear in the Your query section.

3.     Edit your previous search criteria if you wish.

4.     Click Search to execute the search.

Note: The History option only appears after you have executed at least one search.

taxon name	Taxonomic name of specimens or observations in a collection.	Enter all or part of a name (eg Crustacea or Crusta) or select one or more names from the alphabetic list.
common name	Common name of specimens or observations in a collection.	Enter all or part of a name (eg Animals or ani) or select one or more names from the alphabetic list.
geospatial region	Geospatial region where specimens or observations in a collection were gathered.	Enter all or part of part of a region (eg Africa or Af) or browse to select one or more regions from the tree.
timeperiod	Stratigraphic age of specimens in a collection.	Enter all or part of a time period (eg Triassic or Tria) or browse to select one or more periods from the chart.
category of objects	Category of specimens in a collection.	Select one or more categories from the list.
includes type specimens	Collections that contain type specimens.	Click the checkbox to search for collections containing type specimens.
[data holder] name	Name of a network, organization, or collection.	Enter all or part of a data holder name (eg Institut Pasteur or Institu) or select a name from the alphabetic list.
[data holder] country	Country where the network, organization, or collection is located.	Select one or more countries from the list.
[data holder] town	Town where the network, organization, or collection is located.	Enter all or part of a town name (eg London or Lon) or select one or more towns from the alphabetic list.
category of organization	Category of organization holding collection(s).	Select one or more categories from the list.
category of collection	Category of collection.	Select one or more categories from the list.
[Person] name	Persons related to the data holder (network, organization, or collection).	Enter all or part of a person's name (eg Abbott or Abb) or select a name from the alphabetic list.

Networks	Full description for a single network
Institutions	Alphabetized organization names		Full description for a single organization
	Institutions arranged by category
Collections	Alphabetized collection names		Full description for a single collection
	Collections organized by category.
	Collections organized by types of objects
Persons	Institutions and collections organized by contact person	Full description for a single organization or collection
Location	Towns in a country	Institutions and collections in a town	Full description for a single organization or collection
	Regions in a country	Institutions and collections in a region
	All networks, institutions or collections in a particular country	All networks in a country
		All institutions in a country
		All collections in a country
Collections with items gathered during a particular year or interval	Full description for a single collection
Collections with items by scientific name	Full description for a single collection
Collections with items by common name	Full description for a single collection
Collections with items gathered in a geographic region	Full description for a single collection

taxon name	Taxonomic name of a specimen or observation.
common name	Common name of a specimen or observation.
higher taxon	Higher taxon name of a specimen or observation.
insitutionID	Institution code.
collectionID	Collection code
country	Country where the specimen or observation was gathered.
locality	Area where the specimen or observation was found gathered.
gathering date	Year(s) that a specimen or observation was gathered.
name of collector	Name of the collector who gathered the specimen or observation.
data with an image only	Records of specimens or observations that include a link to an image.
is Type only	A specimen that is a type specimen.