Page tree
Skip to end of metadata
Go to start of metadata

To save the search you have just done, either as a report or as a Search Strategy so that the same search can be performed at a later date. It appears in the list of saved searches displayed on the Saved Searches tab in the search screen.

End Users can also save searches, if this has been allowed in the Access Permissions assigned to either the individual or Security Group.

To save individual records, use the Collections (old) feature. 


When the search terms have been entered, click [Save Search]:

The following box opens:

 

Select the following options:

Save AsSelect "Search" (default) to save the search criteria in order to be able to run the same search later; or "Report" to save the results as a report that can be run.
Accessibility

Select "Shared searches" (default) to allow all users to access the saved search, or "My saved searches" if it is personal to only you.

Note that if you save a search as Shared, all the fields used in that search must be designated as Public in Field Maintenance, otherwise running the search in the OPAC will retrieve all records in the database that the user is allowed to see

TitleGive the search a meaningful description. This is displayed in the list of saved searches
DescriptionOptionally, give the saved search a description

 

When complete, click Save & Close.

The saved search will now appear in the list of saved searches displayed on the Saved Searches tab in the search screen.

Saved searches can also be added to the Welcome Page as a Quick Link and as a menu option.

 

 

  • No labels