Polaris Find Tool

Use the Polaris Find Tool to:

• Find a record and select it - On the General tab, select the type of record you want to search for in the Object box, and enter the search criteria. You can also specify sorting and filtering options. See Finding Polaris Records.
• Specify a sort option - Select Sort by and select a sort option. The results display according to the selected sort option.
• Do a power search - Click Power. See Doing Power Searches.
• Do an SQL search - Click SQL and enter the search criteria in the SQL Search Criteria box. See Setting Up SQL Searches.
• Use the scoping feature - Click the Scoping tab. See Scoping Searches for Bibs and Items.
• Select the branches to search - Click the Branches tab. See Searching Branches.
• Select the collections to search - Click the Collections tab - See Searching Collections.
• Select remote databases to search - Click the Databasestab - See Searching Remote Databases.
• Specify record retrieval limit - Click the Settings tab and type a different number in the Retrieval Limit box. See Doing a Browse Search .
• Save your preferred search criteria - Select the record type you want to find in the Object box, select options in the Search by, Type, Sort by, and Limit by boxes. Then, select Options, Save as User Default from the Find Tool menu bar. Each time you search for the same type of record, the search criteria is filled in. See Customize the Find Tool.
• Save your preferred search databases for bibliographic record searches - Open the Find Tool for bibliographic records, and navigate to the Databases tab. Select the remote databases you would like to search, then select Options > Save as User Default. For more information, see Customize the Find Tool by User.
• Load all search results - If all the search results are not loaded immediately, press CTRL+SHIFT+A to get all results.
• Print Find Tool search criteria and results - Select File, Print, and select a print option.
• Sort the search results - Click the column headers in the results list to sort the results after they appear.
• Display a record in a workform - Right-click a line item in the Results list, and select Open on the context menu.
• Print a record -Right-click a line item in the Results list, select Print on the context menu, and select a print option.
• Do a task appropriate to the selected record - Right-click a line item in the Results list, and select the action on the context menu. The context menu lists only the actions you can do with the particular type of record. You can multi-select some types of records and then right-click to perform an action on all of them.
• Create a record - Right-click a line item in the Results list, and select Create, Record Type on the context menu.
• Delete a record - Right-click a line item in the Results list, and select Delete on the context menu.
• Delete a record set - Right-click a line item in the Results list, and select Delete on the context menu.
• Undelete a record set - Right-click a line item in the Results list, and select Undelete on the context menu.
• Add all records in the results list to a record set automatically - Click the Settings tab and select Send Results to a New Record Set. If you want to add records to a record set without displaying search results, select Count only on the General tab before selecting Add to record set. See: Send search results to a record set.
• Add records in the results list to a record set - Select records in the results list, right-click, and select Add to record set.
• Display a related record - Right-click a line item in the Results list, select Links, and select the record type from the context menu.
• Display a record’s properties -Right-click a line item in the Results list, and select Properties... on the context menu.
• Display a quick count of your search results - If you want a count of the records that match your search criteria, you can select Count only. A total count of the records that match your search criteria appears on the bottom of the Find Tool. Select Display results if you want to see the results list. Select the Settings tab and click Add to new record set if you want to add the records to a record set without displaying the results list. Or, if you want to display the results and add them to a record set, select both options.
• Select all records in the results list - Select Edit> Select All or press Ctrl+A.
• Select the unselected records - Select the records you do not want included, and select Edit> InvertSelection. All the records except those you excluded are selected.

Polaris Find Tool General Page

The Polaris Find Tool General tab appears when you click the General tab and when you first access the Find Tool.

Note:
If you receive an error message, try increasing the search timeout limit on the Settings tab.

Use the Polaris Find Tool General tab to:

• Find a record - Select the type of record you want to search for in the Object box and specify the search criteria in the SearchBy, Type, and For boxes. Limit the search by selecting an option in the Limit by box, and then select or enter a value in the Value box. Select an option in the Sort by box to display the results in a sort order.
• Sort the search results before they appear - Select a Sort by option.
• Count records without displaying them - Click Count only. The number of records appears below the Find Tool.
• Do an SQL search - Click SQL. The SQL Search Criteria box appears. Type the SQL query and click Search.
• Save an SQL search - With an SQL search displayed in the SQL Search Criteria box, select File | Save. If you want to save an existing SQL search with another name, select the SQL search from the Open box, and select Save as... The Save SQL Search box appears. Type a different name for the SQL search. See: Setting Up SQL Searches.
• Do a power search - Click Power Search and enter criteria in the Search Criteria box. See: Doing Power Searches.
• Start a new search - Click New Search. All the search criteria, filtering, and sort by options are cleared so you can enter a new search.

Polaris Find Tool Settings Page

The Polaris Find Tool Settings tab appears when you click the Settings tab on the Find Tool dialog box. Use the Find Tool Settings page to specify how you want search results displayed and retrieved:

Note:
For information on Administration settings, see: Setting Find Tool Characteristics.

Put the search results directly into a record set - Select Send Results to a New Record Set. You can select this option if you display the results or just the count of records. See Send search results to a record set.

Specify the maximum number of records that can be sent to a record set before a warning appears - When you select Send Results to a New Record Set, you can change the warning message threshold by typing another number in the Warning Size Threshold box. For example, if the Warning Size Threshold is set to a default of 1000 records, no warning message appears unless the search yields more than 999 records that will be sent to the record set. You can set the number at a lower number or higher number.

Specify the maximum number of records in a results list - Type the number in the Retrieval Limit box. See

Specify a different timeout limit - Type another number in the Search Timeout (sec) to increase or decrease the amount of time (in seconds) that the system will search before timing out.

Set the retrieval limit back to the default value - Click Reset To Default.

Ignore initial articles in the search - Select Use Initial Articles Table check box. The Initial Articles Table defines the articles to ignore in searches.

Include initial articles in the search - Clear the Use Initial Articles Table check box. If the box is not checked, the Initial Articles Table is not checked for words to ignore, and initial articles are part of the search.

Polaris Find Tool Scoping Page

The Polaris Find Tool Scoping tab appears when you click the Scoping tab on the Find Tool. Use the Scoping page for exact match, keyword, and phrase searches for bibliographic and item records. See: Scoping Searches for Bibs and Items.

Note:
Before you go to the Scoping tab, enter the primary search criteria on the Find Tool’s General tab.

Use the scoping feature - Select operators, qualifiers, and values, and click Add.

Modify a search expression in the scoping query - Change operators, qualifiers, and values, and click Update.

Remove a search expression in the scoping query - Select the search expression, and click Remove.

Delete all scoping search expressions - Click Clear. The basic query remains.

Polaris Find Tool Branches Page

The Polaris Find Tool Branches tab appears when you click the Branches tab on the Find Tool. Use the Branches page to limit bibliographic or item record searches by branch. See: Searching Branches.

Search all branches - Click Select All. You can select Unselect All if you undo the selections.

Search specific branches - Select the check box next to each branch.

Polaris Find Tool Collections Page

The Polaris Find Tool Collections tab appears when you click the Collections tab on the Find Tool. Use the Collections page to limit bibliographic or item record searches by collection. See: Searching Collections.

Search all collections - Click Select All.

Deselect all collections - Select the database or server, and click Unselect All.

Search specific collections -Select the check box next to each collection.

Polaris Find Tool Databases Page

The Polaris Find Tool Databases tab appears when you click the Databases tab on the Find Tool dialog box. Use the Databases page to search for authority or bibliographic records in other databases besides your local database. See: Searching Remote Databases.

Select one or multiple databases or servers - Select the check box next to each database or server.

Select all the servers (including all databases) - Click Select All. If you want to change the selections, click Unselect All and select specific databases.