LibInsider Topics

Answered By: Amy Conerly
Last Updated: Nov 14, 2023     Views: 312

Saved searches can save you time by auto-filling several search parameters which can be run or modified as needed. This example shows how to build a 'Currently Available At Your Branch' search, but there are many combinations you can create, including missing lists and pulling items that are no longer New.

Building your Search

  1. Use the Find tool to open an Item Record Search.
     
  2. Using the Basic Search option, change the All Keywords Field to Assigned Branch and select your own. 

    Basic Search Assigned Branch
     
  3. Select the Search Filter icon to narrow your search further by Adding Conditions.
     
  4. From the first dropdown select Circulation Status, then check the In box.

    Circulation Status In

Saving Your Search and Running as Needed

Searches can be saved so they can be run repeatedly. 

  1. After you have built your search, change the dropdown from Basic Search to Power Search.
     
  2. Select the Save icon. Name your saved search and Save it.

    Save Icon
     
  3. You will now be able to load your saved search from Item Record, Power Search and add more filters or keywords to the search. This example shows how a saved search can be edited to add 'minecraft' to see which items are currently on the shelves.

    Run Saved Search

Printing Your Search Results 

Search results can be turned into Record Sets and then opened for printing. 

  1. Create a new search, or open a Saved Search from Power Search. Select the Record Set icon.

    Saved New to None
     
  2. Send Results to a New Record Set by checking the box, naming the record set, and selecting Apply.
    1. Do not include special characters in the record set name.

      Send to New Record Set
       
  3. Select Search again to Open your record set.
    1. Dates will be automatically added if creating a record set from search results.

      Open Record Set
       
  4. Sort your results by the Call Number field. Select Print from the upper right portion of the screen.

    Sort Call Number and Print