- First, navigate to the Workset Builder, available at https://solr2worksetbuilder.htrc.illinois.edu/solr-ef20/.
- Perform a unigram (single-term) text, metadata or combined text and metadata search in the Workset Builder to generate a list of results. Note that as the Workset Builder is searching millions of volumes and trillions of individual pages, searches sometimes take a moment to load.
When performing a metadata search, note that certain fields require using a standardized values, typically MARC formats. (For a more detailed guide to metadata fields and how to search them, please see the dedicated HTRC Workset Builder 2.0 page.) For example, if performing a search for books in Spanish, select Language from the drop-down menu next to the search box, then enter "spa" (the MARC code for Spanish). Searching for "Spanish" would yield no results.
You can also search multiple metadata fields at once by chaining together multiple searchers with the AND operator. With All Fields selected from the drop down menu, try searching "language_t:spa AND pubDate_i:1950" for a list of all volumes in Spanish published in 1950:
- From the page of results, choose volumes to keep in your shopping cart by checking boxes next to each volume and pressing the yellow "Add" button or by selecting volumes via check box and dragging and dropping them into the shopping cart icon at the top right on the result page.
- Once you have selected the desired volumes your workset, click on the shopping cart icon on the results page to view your selection. This page will show you what is in your current selection, as well as present new options for interacting, saving, and exporting your workset.
- From the shopping cart page, you can export your workset as a list of volume IDs, a federated metadata file in JSON, TSV or CSV format, or download the JSON Extracted Features data for the volumes in your selection. You can also choose the "Export as Workset" button to directly export your shopping cart to HTRC Analytics as a workset.
- Once you click to export the workset, you'll be directed to HTRC Analytics, and prompted to login, if you are not currently. Once logged in, you'll be taken directly to the import page, where you're asked to add a name and description for your workset, and decide if you'd like to make it a public (shareable via URL and usable by others) or private (viewable only to your user account) workset.
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