Staff Client Help v7.3 - v8.0
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Browse by author, series, or subject</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Browse_by_author_series_or_subject.htm">Open topic with navigation</a>
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<h1><a name="XREF_36978_Browse_by_author"></a>Browse by Author, Series, or Subject</h1>
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<p><a name="kanchor775"></a><a name="IX_browse"></a>To browse search for bibliographic records by author, series, or subject authorized headings:</p>
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<p class="NoteShade"><b>Note:<br /></b>You <span class="FM_Emphasis">cannot</span> browse by author, series, or subject when using the Find Tool from within a workform.</p>
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<ol>
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<li value="1">On the Find Tool, General tabbed page, select <b>Bibliographic Records</b> in the <b>Object</b> box.</li>
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<li value="2">Select <b>Author</b>, <b>Series</b>, or <b>Subject</b> in the <b>Search</b> <b>by</b> box.</li>
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<li value="3">Select <b>Browse</b> in the <b>Type</b> box.</li>
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</ol>
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<blockquote>
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<p class="NoteShade"><b>Tip:</b> <br />Type the name of the author using the format: <span style="font-style: italic;">last name</span> <span style="font-style: italic;">first name</span>. For example, type <span style="font-size: 7.0pt;">   </span>William Shakespeare as <b>Shakespeare William</b>.</p>
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</blockquote>
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<ol data-mc-continue="true">
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<li value="4">Type the name of the author, the series name, or the subject word in the <b>For</b> box.</li>
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</ol>
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<blockquote>
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<p class="NoteShade"><b>Note:<br /></b>You do not need to type the entire index heading.</p>
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</blockquote>
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<ol data-mc-continue="true">
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<li value="5">Click <b>Search </b>to begin searching. Author, subject, or series headings appear in the results list. The numbers in the <b>Count</b> column specify how many records are associated with that heading.</li>
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</ol>
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<blockquote>
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<p class="NoteShade"><b>Note:<br /></b>You can select a <span style="font-style: italic;">See</span> or <span style="font-style: italic;">See Also</span> cross reference. </p>
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</blockquote>
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<p style="text-align: center;">
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<img alt="browsesubj.gif" style="margin-bottom: 0.000pt;width: 428;height: 365;" id="image15" src="browsesubj_428x365.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="6">Double-click a heading. The Heading dialog box displays the titles associated with the heading.</li>
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</ol>
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<p style="text-align: center;">
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<img alt="subjhead.gif" style="margin-bottom: 0.000pt;width: 495;height: 244;" id="image16" src="subjhead_495x244.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="7">If you want to open the record, double-click it in the list. The Bibliographic Record workform opens for the title you selected. </li>
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</ol>
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</div>
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</div>
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records|Doing a Browse Search" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Browse by call number or title</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Browse_by_call_number_or_title.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
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<h1><a name="XREF_58034_Browse_by_call"></a>Browse by Call Number or Title</h1>
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||||
<p><a name="kanchor3600"></a><a name="IX_by_title"></a><a name="kanchor3601"></a><a name="IX_by_call_number"></a>To browse search for bibliographic records by bib call number or title:</p>
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||||
<ol>
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||||
<li value="1">On the Find Tool, General tabbed page, select <b>Bibliographic Records</b> in the <b>Object</b> box.</li>
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||||
<li value="2">Select <b>Call number</b> or <b>Title</b> in the <b>Search</b> <b>by</b> box.</li>
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<li value="3">Select <b>Browse</b> in the <b>Type</b> box.</li>
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||||
<li value="4">Type the call number or title in the <b>For</b> box. You do not need to type the entire title or call number. </li>
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||||
<li value="5">Click <b>Search</b>. The results list displays the portion of the title or call number index that begins with your search text.</li>
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||||
</ol>
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||||
<p style="text-align: center;">
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<img alt="browsetitle.gif" style="margin-bottom: 0.000pt;width: 419;height: 336;" id="image17" src="browsetitle_419x336.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="6">Right-click a title line item, and select <b>Open</b> from the context menu to display the record in the Bibliographic Record workform.</li>
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||||
</ol>
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||||
</div>
|
||||
</div>
|
||||
<div id="footer">
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||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records|Polaris Find Tool Overview" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="rh-authors" content="GIS Information Systems_ Inc." />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="Originator" content="ImportMif" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Customize the Find Tool by user</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Customize_the_Find_Tool_by_user.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_49552_Customize_the_Find"></a>Customize the Find Tool</h1>
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<p><a name="kanchor5276"></a><a name="IX_setting_the_Find_Tool"></a><a name="kanchor5277"></a><a name="IX_customizing_by_user"></a>You can customize the Find Tool to <a href="#Save">save default general search criteria</a> and, for bibliographic record searches, to <a href="#Save2">save default remote search databases</a>.</p>
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||||
<p>Your custom default search settings are associated with your user account and are used each time you sign in with your user ID. You can change your default search settings at any time.</p>
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<h2><a name="Save"></a>Save Default General Search Criteria</h2>
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||||
<p>You can set the Find Tool to default to the same selections in the <b>Search</b> <b>by, Type, Sort by</b>, and<b> Limit by </b>boxes<b> </b>each time you search for the same type of record. </p>
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||||
<p>Values that can be selected from drop-down lists are also saved, but free-text values are not. For example, if you select <b>Genre</b> in the <b>Search by</b> or <b>Limit by</b> box, enter a free-text value, and select <b>Save as User Default</b> > <b>Genre</b> will be retained, but not the free-text value.</p>
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||||
<p>To customize the Find Tool:</p>
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||||
<ol>
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||||
<li value="1">Open the Find Tool.</li>
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||||
<li value="2">Select the record type you want to find.</li>
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||||
<li value="3">Select an option from the list in the <b>Search</b> <b>by </b>box.</li>
|
||||
<li value="4">If you want the search results sorted the same way every time you search for that type of record, select an option in the <b>Sort by</b> box.</li>
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||||
<li value="5">If you want the search results limited in the same way every time you search for that type of record, select an option in the <b>Limit by </b>box, and select a value in the <b>Limit by</b> values box.</li>
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||||
</ol>
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||||
<p class="NoteShade"><b>Note:<br /></b>Limit by values selected from a drop-down list are saved in the user default, but free-text values are not saved. For example, if the <b>Limit by</b> selection is <b>Subject</b> and you enter <b>history</b> in the <b>Values</b> box, the value is not saved. </p>
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||||
<ol data-mc-continue="true">
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||||
<li value="6">Select <b>Options > Save as User Default</b> from the Find Tool menu bar.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you save a Power search as the user default, the Find Tool will open to the Power Search tab the next time you search for the same type of record, but the search criteria are not saved.</p>
|
||||
<p class="indent2">The Find Tool is customized to search for the record by the option you selected in the <b>Search</b> <b>by</b> box. To set the Search by option back to the default for the record type, select <b>Revert to System Default</b>. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you set user defaults for the bibliographic or item record Find Tool, these defaults are in effect in the Find Tool shortcuts (<b>F12 </b>for bibs<b> </b>and <b>Ctrl+Alt+F9 </b>for items).</p>
|
||||
<h2><a name="Save2"></a>Save Default Remote Search Databases</h2>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Default search databases can only be saved for bibliographic record searches.</p>
|
||||
<p>To save default search databases: </p>
|
||||
<ol>
|
||||
<li value="1">Open the Find Tool for bibliographic records and navigate to the <b>Databases</b> tab.</li>
|
||||
<li value="2">Select the remote databases you would like to search.</li>
|
||||
<li value="3">Select <b>Options</b> > <b>Save as User Default</b>.</li>
|
||||
<p>Polaris saves your preferred remote search databases. When you open the Find Tool for bibliographic records in the future, your preferred search databases are already selected.</p>
|
||||
</ol>
|
||||
<p>To clear saved default search databases:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Find Tool for bibliographic records, and navigate to the <b>Databases</b> tab.</li>
|
||||
<li value="2"><b>Select Options</b> > <b>Revert to System Default</b>.</li>
|
||||
</ol>
|
||||
</div>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records|Setting Up SQL Searches" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Do a SQL search</title>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_62615_Set_up_an_SQL"></a>Do a SQL Search</h1>
|
||||
<p>To search using SQL:</p>
|
||||
<ol>
|
||||
<li value="1">Select the type of record you want to search for in the <b>Object</b> box on the General tab of the Find Tool.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can save the SQL search mode as the default search mode setting. See <a href="Customize_the_Find_Tool_by_user.htm#XREF_49552_Customize_the_Find">Customize the Find Tool by user</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>SQL</b>. The SQL Search Criteria box appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To search using an existing SQL search, see <a href="Search_using_a_saved_SQL_search.htm#XREF_50403_Search_using_a">Search using a saved SQL search</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the SQL search criteria and click <b>Search</b>.</li>
|
||||
<li value="4"><a name="kanchor4168"></a><a name="IX_saving_an_SQL_search"></a><a name="kanchor4169"></a><a name="IX_saving_a_search"></a><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>If you want to save the SQL search criteria, click <b>Save,</b> type the name of the saved search in the Save SQL Search dialog box, and click <b>OK</b>. You can use this saved search when you search for the same type of record (object). </li>
|
||||
<li value="5">Click <b>Search</b>. The search results appear.</li>
|
||||
</ol>
|
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</div>
|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records|Doing Power Searches" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="XREF_94739_Do_a_power_search"></a>Write a Power Search Query</h1>
|
||||
<p><a name="kanchor3987"></a><a name="IX_power"></a><a name="kanchor3988"></a><a name="IX_power_search"></a>To do a complex, precise search by writing a query in Common Command Language (CCL):</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Search expressions are not case-sensitive. That is, you can use uppercase letters, lowercase letters, or a combination of both. They do not affect the results. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To delete all the information in the <b>Power</b> <b>Search Criteria</b> box, click <b>Clear</b>. To start a new search with a basic search expression, click <b>New Search</b>.</p>
|
||||
<ol>
|
||||
<li value="1">To create a basic query first, select a record type in the <b>Object</b> box and enter the search criteria in the <b>Search</b> <b>by</b>, <b>Type</b>, and <b>For</b> boxes on the Find Tool - General tabbed page. See <a href="Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>.</li>
|
||||
<li value="2">Click <b>Power</b>. The General page displays a <b>Power</b> <b>Search Criteria</b> box. If you created a query in the previous step, the query appears in the <b>Power</b> <b>Search Criteria </b>box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You must write your power search queries precisely. This means you may need to edit search expressions that are carried over to the <b>Power</b> <b>Search Criteria</b> box. For example, to find the works of all authors with names beginning with <span class="FM_Emphasis">Shake</span>, type <b>AU=shake*</b> in the <b>Power</b> <b>Search Criteria</b> box. If you type <b>AU=shake</b>, only the works of authors named <span class="FM_Emphasis">Shake</span> are found.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Input additional criteria or edit existing criteria in the <b>Power Search Criteria</b> box, using CCL syntax.</li>
|
||||
<li value="4">Click <b>Search</b> to begin searching. The results list appears.</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_21690_Doing_a_Power"></a>Doing Power Searches</h1>
|
||||
<p><a name="kanchor4352"></a><a name="IX_See_power_searching"></a><a name="kanchor4353"></a><a name="IX_described_6"></a>With power searching, you can construct complex, precise searches by writing Common Command Language (CCL) queries. Power searching is a good way to list records that share a combination of very specific characteristics. To construct a power search, you can begin with a basic search expression and then add more search expressions to it, or you can write the entire query.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can do complex searches for cataloging records and have Polaris format the information you provide into CCL for you. See <a href="Scoping_Searches_for_Bibs_and_Items.htm#XREF_44768_Scoping">Scoping Searches for Bibs and Items</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_66282_Setting_Up_CCL">Setting Up CCL Queries</a>
|
||||
</li>
|
||||
<li><a href="#XREF_89665_Mnemonic_Codes_for">Mnemonic Codes for Access Points</a>
|
||||
</li>
|
||||
<li><a href="#XREF_85017_CCL_Operators">CCL Operators</a>
|
||||
</li>
|
||||
<li><a href="#XREF_96522_Pattern_Matching">Wildcard Characters</a>
|
||||
</li>
|
||||
<li><a href="#XREF_55116_Stop_Words">Quotation Marks in Power Searching</a>
|
||||
</li>
|
||||
<li><a href="#Power-Se" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Power-Searching for Multiple ISBNs</span></a>
|
||||
</li>
|
||||
<li><a href="Do_a_power_search.htm#XREF_94739_Do_a_power_search">Write a power search query</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Setting_Up_CCL_Queries"></a><a name="XREF_66282_Setting_Up_CCL"></a>Setting Up CCL Queries</h2>
|
||||
<p>CCL queries in the Find Tool consist of one or more search expressions. Each search expression is a search string and a series of symbols and operators specifying the desired search results. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can change the time out for the search from the default of 30 seconds to another length of time by typing TIMEOUT=(number). For example, if you want to search for United States and increase the time out to 60 seconds, type:<br /><b>KW=United States and TIMEOUT=60</b></p>
|
||||
<p>A search expression includes the following components:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Access point</span> - A search field identifier, such as author or title. Also known as a qualifier.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Operator</span> - The logical link between an access point and a search string, or between search expressions.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Search string</span> - A string of characters identifying the item for which you are searching. Also known as an item description, search term, or value. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The following query, composed of two search expressions linked by <span class="FM_Emphasis">AND</span>, finds the works of author Asimov published in or after 1970:<br /><b><br />AU=asimov AND PD >= 1970<br /></b><br />where<br /><span class="FM_Emphasis"><br />AU</span> and <span class="FM_Emphasis">PD</span> are access points (Author and Publication Date)<br /><span class="FM_Emphasis">=</span>, <span class="FM_Emphasis">AND, >=</span> are operators<br /><span class="FM_Emphasis">asimov</span> and <span class="FM_Emphasis">1970</span> are search strings</p>
|
||||
<p>You can group search expressions with parentheses to direct the order of operations.</p>
|
||||
<h2><a name="TOC_Mnemonic_Codes_for"></a><a name="XREF_89665_Mnemonic_Codes_for"></a>Mnemonic Codes for Access Points</h2>
|
||||
<p>When you are creating queries, you must use the mnemonic code, and not the full term, for the following access points:</p>
|
||||
<p class="NoteShade"><b>Note</b>:<br />Branches and collections are available only with normal searches.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>Find Tool <b>Search by</b> options</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Language (LA)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Target audience (TA)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Collection (COL) - Click the <b>Collections</b> tab on the Find Tool to see the abbreviations for your system.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Assigned Branch (AB) - Click the <b>Branches</b> tab on the Find Tool to see the abbreviations for your system.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_CCL_Operators"></a><a name="XREF_85017_CCL_Operators"></a>CCL Operators</h2>
|
||||
<p>The following are CCL operators:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Boolean (logical) operators</span> - AND, OR, NOT logically connect items</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Proximity (nearness) operators</span> - Specify the location of and distance between items</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Relational operators</span> - Specify comparative relationships between items, such as greater than, less than, or equal to</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="XREF_49793_Boolean_Operators"></a>Boolean Operators</h2>
|
||||
<p><a name="kanchor4354"></a><a name="IX_in_power_searching"></a><a name="kanchor4355"></a><a name="IX_Boolean_operators"></a>The Boolean operators AND, OR, and NOT combine search expressions in logical sequences:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>AND - A record must match both the search expression before and the expression after the operator to be included in the search results.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b><b>AU=isaac asimov AND TI=planets<br /></b>
|
||||
<br />Finds only the items written by Isaac Asimov that have the word <span class="FM_Emphasis">planets</span> in the title.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>OR - A record must match either the search expression before or the expression after the operator, or both, to be included in the search results.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b><b>AU=isaac asimov OR TI=planets<br /></b>
|
||||
<br />Finds all items written by Isaac Asimov and all items with the word <span class="FM_Emphasis">planets</span> in the title by any author.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>NOT - A record must match the search expression before the operator, but not the expression after the operator to be included in the search results. The expression after the operator must be enclosed in parentheses.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b><b>AU=isaac asimov NOT (TI=planets)<br /><br /></b>Finds only those items written by Isaac Asimov that do not have the word <span class="FM_Emphasis">planets</span> in the title.</p>
|
||||
<p>You may build a more complex query using the Boolean operators. When using multiple operators in the same query, use parentheses to group the search expressions so that they are done in the correct order, from left to right.</p>
|
||||
<h2><a name="XREF_45543_Proximity_Operators"></a>Proximity Operators</h2>
|
||||
<p><a name="kanchor4356"></a><a name="IX_in_power_searching_1"></a><a name="kanchor4357"></a><a name="IX_proximity_operators"></a>The proximity operators N, Nn, W, and Wn specify the relative position of search terms in the search results. Proximity operators are used with a number representing the distance between the two terms (the proximity distance). Adjacent terms have a proximity distance equal to 1, and the default proximity relation is LE (less than or equal to).</p>
|
||||
<p>If the proximity operator begins with <b>N</b>, it indicates the search terms may be separated by the specified number of words in any order. For example, a power search for <b>KW="United States" N2:EQ</b> <b>KW="Union"</b> searches for records where the phrase <b>United States</b> appears exactly two words before or after the keyword <b>Union</b>.</p>
|
||||
<p>If the proximity operator begins with <b>W</b>, it indicates the search terms must be within the specified number of words in the specified order. For example, a power search for <b>KW="Harry Potter" W10:LT KW="J.K. Rowling" </b>searches for records where the phrase <b>Harry Potter</b> appears less than 10 words before the phrase <b>J.K. Rowling</b>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>N or % - Indicates the search terms should be next to each other in any order. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Examples:<br /></b><b>AU="james" N AU="joyce"<br />AU="james" % AU="joyce"<br /><br /></b>Finds any items with authors that have the names <span class="FM_Emphasis">James</span> and <span class="FM_Emphasis">Joyce</span> next to each other, such as <span class="FM_Emphasis">James Joyce</span> or <span class="FM_Emphasis">Joyce James</span>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>N<span class="FM_Emphasis">n - </span>Indicates the search terms may be separated by the specified number of words (<span style="font-style: italic;">n</span>) in any order, where <span class="FM_Emphasis">n</span> is a number between 1 and 9. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b><b>AU="james" N4 AU="joyce"<br /><br /></b>Finds any items with authors that have the names <span class="FM_Emphasis">James</span> within four words of the name <span class="FM_Emphasis">Joyce</span>, such as <span class="FM_Emphasis">James C. Joyce</span> or <span class="FM_Emphasis">Joyce and Roberta James</span>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>W or ! - The search terms must be next to each other in the specified order. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Examples:<br /></b><b>AU="james" W AU="joyce"<br />AU="james" ! AU="joyce"<br /><br /></b>Finds any items written by James Joyce, but ignores items written by Joyce James.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>W<span class="FM_Emphasis">n - </span>The search terms must be within the specified number of words (<span style="font-style: italic;">n</span>) in the specified order, where <span class="FM_Emphasis">n</span> is a number between one and nine. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Examples:<br /></b><b>AU="james" W4 AU="joyce"<br />AU="james" !4 AU="joyce"<br /><br /></b>Finds any items written by James C. Joyce and James Robert Collins Joyce, but ignores items written by Joyce C. James.</p>
|
||||
<h2><a name="XREF_54245_Relative_Operators"></a>Relative Operators</h2>
|
||||
<p><a name="kanchor4358"></a><a name="IX_in_power_searching_2"></a><a name="kanchor4359"></a><a name="IX_relative_operators"></a>The relative operators include the following mnemonic codes for comparing items:</p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 3.52in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Operation</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Mnemonic Code/Relative Operator</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Equal to specified item</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableRowHeading">EQ or =</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Not equal to specified item</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableRowHeading">NE or <></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Less than specified item</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableRowHeading">LT or <</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Less than or equal to specified item</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableRowHeading">LE or <=</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Greater than specified item</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableRowHeading">GT or ></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Greater than or equal to specified item</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableRowHeading">GE or >=</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Equal to specified item</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1" style="padding-left: 10px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableRowHeading">EQ or =</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p class="NoteShade"><b>Examples:<br /></b>- The following example finds items published in or after 1987:<br /><b>PD GE 1987<br /></b>- The following example finds items published before 1932 that have the words <span class="FM_Emphasis">solar system</span> in any indexed field:<br /><b>KW=solar system AND PD < 1932</b></p>
|
||||
<h2><a name="TOC_Wildcard_Characters"></a><a name="XREF_96522_Pattern_Matching"></a>Wildcard Characters</h2>
|
||||
<p><a name="kanchor4360"></a><a name="IX_using_in_power_searches"></a><a name="kanchor4361"></a><a name="IX_wildcard_characters"></a>You can use the following special characters to search for character pattern matches to the item description:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Enter as much of the base search term as you can because the shorter the base, the more imprecise the search. For example, entering <b>bee*</b> can yield search results of <b>bees</b>, <b>beer</b>, or <b>Beecher</b>.</p>
|
||||
<ul type="disc">
|
||||
<li>Question mark (<span class="FM_BulletHead">?</span>) - Indicates 0 or more characters. For example, type <b>child?</b> to find <span class="FM_Emphasis">child</span>, <span class="FM_Emphasis">children</span>, <span class="FM_Emphasis">child’s</span>, and so forth.</li>
|
||||
<li><span class="FM_BulletHead" style="font-weight: normal;">Asterisk <span style="font-size: 12pt; font-weight: normal;">(</span></span><span style="font-size: 12pt;">*</span><span class="FM_BulletHead" style="font-weight: normal;">)</span> - Indicates 0 or more characters. For example, type <b>west*</b> to find <span class="FM_Emphasis">west</span>, <span class="FM_Emphasis">western</span>, <span class="FM_Emphasis">West’s</span>, and so forth.</li>
|
||||
<li>Number sign (<b><span><span style="font-size: 11pt;">#</span></span><span style="font-size: 11pt; font-weight: normal;">)</span></b> - Indicates 0 or 1 character. For example, type <b>wash#</b> to find <b>wash</b>, <b>washi</b>, <b>washy</b>, and so forth.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Quotation_Marks_in_Power"></a><a name="XREF_55116_Stop_Words"></a>Quotation Marks in Power Searching</h2>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can enclose any search string in quotation marks. If you are not sure whether to enclose the search string in quotation marks, you can always safely use them.</p>
|
||||
<p>Strings containing the following words and characters must be enclosed in quotation marks if they are used as part of an item description in a CCL search:</p>
|
||||
<p class="NoteShade"><b><a name="kanchor4362"></a>Tip:</b>
|
||||
<br />The number sign (#) is treated as a single-character wildcard and not as the character itself. Therefore, a power search for TI="#*" does not limit the results to records with # in the title. Instead, use an embedded SQL search with 9999 as the Bib-1 Use attribute for ADHOC.<br /><br />To search for bibliographic records with <b>#</b> in the title, enter the following in the Power Search Criteria box: <br /><br /> [9999]="SELECT RecordID FROM Z3950_AP_BR_TI_S WHERE Term LIKE '#%'"<br /><br />To search for item records with <b>#</b> in the title, enter the following in the Power Search Criteria box:<br /><br /> [9999]="SELECT RecordID FROM Z3950_AP_IR_TI_S WHERE Term LIKE '#%'"</p>
|
||||
<blockquote>
|
||||
<table style="border-spacing: 0;padding-left: 2.00pt;padding-top: 2.00pt;padding-right: 1.00pt;padding-bottom: 1.00pt;float: alignleft;width: 328.82pt;border-top-left-radius: 0px;border-top-right-radius: 0px;border-bottom-right-radius: 0px;border-bottom-left-radius: 0px;border-left-style: solid;border-left-width: 0px;border-right-style: solid;border-right-width: 0px;border-top-style: solid;border-top-width: 0px;border-bottom-style: solid;border-bottom-width: 0px;margin-left: 0;margin-right: auto;" cellspacing="0">
|
||||
<col />
|
||||
<col />
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">?</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">N[1-9]</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">#</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">%</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">=</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">W</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody"><></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">W[1-9]</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">eq</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">!</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">gt</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">and</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">lt</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">or</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">ge</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">not</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">le</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">*</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">-</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody">&</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Examples:<br /></b>- To find the title <span class="FM_Emphasis">Bud, Not Buddy</span>, you type the following command:<br /><b>TI = “bud not buddy”<br /></b>The string must be enclosed in quotation marks because in a CCL command, <b>not</b> is ordinarily a Boolean operator.<br /><br />- To find the telephone number <span class="FM_Emphasis">453-7890</span>, you type the following command:<br /><b>PHONE = “453-7890”<br /></b>The string must be enclosed in quotation marks because in a CCL command, the hyphen (<b>-</b>) ordinarily separates two values, indicating a range of values between the two.</p>
|
||||
<h2><a name="Power-Se"></a>Power-Searching for Multiple ISBNs</h2>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you are pasting the ISBNs from another source (such as a Word document) that uses the curved “smart quote” characters, change the quotation marks to straight quotes in the search command.</p>
|
||||
<p><a name="kanchor4363"></a><a name="IX_multiple_ISBNs"></a>The internal limit to the number of search terms you can enter with no parentheses is 10. If you search for multiple ISBNs, you can avoid this limit by placing each ISBN in quotation marks. The example shows the syntax you can use:</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Each number represents an ISBN.<br /><b>ISBN={"1", "2", "3", "4"}</b></p>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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+80
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|
||||
<!DOCTYPE html>
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||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Doing a Basic Search</title>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_49933_Doing_a_Basic"></a>Doing a Basic Search</h1>
|
||||
<p><a name="kanchor3698"></a><a name="IX_shortcut_key_for"></a><a name="kanchor3699"></a><a name="IX_see_also_Find_Tool"></a><a name="kanchor3700"></a><a name="IX_for_records_overview"></a>The Find Tool appears when you select a subsystem and record type from the Polaris Shortcut Bar, or when you click <b>Find</b> on workforms and dialog boxes. You can also press <b>F12</b> from anywhere in the Polaris staff client application to open the Find Tool and search for bibliographic records, or <b>Ctrl+Alt+F9</b> to search for item records.</p>
|
||||
<p>When the Find Tool opens, select the type of record to search for (object), the access point to search by, and the type of search. Then type the word or phrase to use for the search. In addition, you can use various options on the Find Tool to narrow your search results, specify how to sort the results, or get a simple count of the number of records. </p>
|
||||
<p>Depending on the type of record, you can display the records in the Find Tool results list and add them to a record set, or select <b>Count only</b> and add them all to a record set without having to display them in a list. If you want to add specific records to a record set, you can display them in the results list, right-click the selected records, and select <b>Add to Record Set </b>from the context menu.</p>
|
||||
<p>If you usually search for records using the same criteria, you can save the search options as your user default. For example, if you usually search for bibliographic records by title and limit the search by material type, you can set this up as your default. You can also specify sorting options as part of your user default. Each time you search for bibliographic records, the options are set automatically. For more information, see <a href="Customize_the_Find_Tool_by_user.htm#XREF_49552_Customize_the_Find">Customize the Find Tool by user</a>.</p>
|
||||
<p>You can have multiple Find Tools open at once. The title bar of each Find Tool displays the object and access point selected for that search. For example, if you are searching for an item record by barcode, the title bar displays<b> Item Records - Barcode Find Tool</b>.</p>
|
||||
<p class="NoteShade"><a name="kanchor3701"></a><a name="IX_filtered_by_permissions"></a><a name="kanchor3702"></a><a name="IX_permissions_for_seeing"></a><b>Important:<br /></b>Your Polaris administrator may set the Find Tool so that search results are filtered according to your staff member permissions and those of the workstation you are using. In Polaris Administration, if the Staff Client profile <b>Find Tool: Filter search results by permission </b>is set to <b>Ye</b>s, you will see only the records for which you have <b>Access</b> permission. If it is set to <b>No</b>, you can see records in the search results even if you do not have permission to access (open) them. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Setting_Up_A_Search.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Up a Search</span></a>
|
||||
</li>
|
||||
<li><a href="Search_for_a_record.htm#XREF_34187_Find_and_open_a">Search for a record</a>
|
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|
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</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_88789_Using_Find_Tool"></a><a name="XREF_23758_Doing_Browse"></a>Doing a Browse Search </h1>
|
||||
<p><a name="kanchor4077"></a><a name="IX_described_4"></a>You can select <b>Browse</b> as a search type only when you are searching for bibliographic records by<b> Author</b>,<b> Call number</b>,<b> Series</b>,<b> Subject</b>, or <b>Title</b>. When you browse by author, series, or subject, the index opens to the authorized heading that begins with what you entered in the <b>For</b> box. You select the heading to display the titles associated with it. When you browse by title, the results list displays the portion of the alphabetical title index that begins with the text you typed. When you browse by call number, the portion of the catalog that begins with the call number is displayed. Browse searching includes Unicode support for searching by author, subject, series, and title. You can enter diacritics and other characters when browse searching.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Limit by</b>, <b>Count only</b>, <b>Sort by</b> and <b>Add to Record Set </b>options do not apply to browse searches.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Browse_by_author_series_or_subject.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Browse by Author, Series, or Subject</span></a>
|
||||
</li>
|
||||
<li><a href="Browse_by_call_number_or_title.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Browse by Call Number or Title</span></a>
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<h1><a name="XREF_92439_Doing_Keyword"></a>Doing a Keyword Search</h1>
|
||||
<p>When you select a record type in the Object box and an access point in the Search by box, Keyword search appears in the Type list if available for this combination of record type and access point. </p>
|
||||
<p>For some types of records, keyword searching is available because the selected Search by access point actually searches in linked records. For example, when you search by Title for a line item in a selection list, purchase order, or invoice, Keyword search appears in the Type box because the system searches for the line item by the title in the linked bibliographic record. </p>
|
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<p>Keyword searching is available for the following types of records (depending on the selection in the Search by box):</p>
|
||||
<ul>
|
||||
<li>Acquisitions<ul><li>Claims</li><li>Invoice Line Items</li><li>Purchase Order Line Items</li><li>Selection List Line Items</li></ul></li>
|
||||
<li>Cataloging<ul><li>Authority</li><li>Bibliographic </li><li>Community</li><li>Course Reserves</li><li>Items</li><li>Promotions</li><li>Reserve Items</li></ul></li>
|
||||
<li>Patron Services/Circulation<ul><li>Course Reserves</li><li>Hold Requests </li><li>ILL</li><li>Patron Records</li></ul></li>
|
||||
<li>Serials<ul><li>Claims</li><li>Issues</li><li>Parts </li><li>Route Lists</li><li>Subscriptions</li></ul></li>
|
||||
</ul>
|
||||
<p class="KeepWithNext">See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_97688_Automatic">Automatic Suggestions in Keyword or Phrase Searching</a>
|
||||
</li>
|
||||
<li><a href="Search_by_keyword.htm#XREF_65280_Search_by_keyword">Search by keyword</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Automatic_Suggestions_in"></a><a name="XREF_97688_Automatic"></a>Automatic Suggestions in Keyword or Phrase Searching</h2>
|
||||
<p><a name="kanchor3513"></a><a name="IX_automatic_suggestions"></a><a name="kanchor3514"></a><a name="IX_keyword_or_phrase"></a>If your library system has the Cataloging parameter <b>Auto-suggest feature enabled</b> set to <b>Yes</b>, a list of suggestions appears as you type if you are doing a keyword or phrase search for a record by an access point that is keyword-indexed. Automatic suggestions do not appear if you are searching a remote database. See <a href="../../Cataloging_Admin/PDKcatalog/Managing_Auto-Search_Suggestions.htm#XREF_62730_Controlling_Auto" data-mc-conditions="Primary.Online,Primary.Hidden">Managing Auto-Search Suggestions</a>.</p>
|
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<p class="NoteShade"><a name="kanchor3515"></a><a name="IX_turning_auto_suggest_off"></a><a name="kanchor3516"></a><a name="IX_turning_off_and_on"></a><b>Note:<br /></b>You can turn automatic suggestions off by selecting <b>Hide Suggestions</b> at the bottom of the list of suggestions. To turn them back on, click <img alt="autosugback.gif" style="width: 18.794pt;height: 15.194pt;margin-bottom: -4.500pt;" id="image19" src="autosugback.gif" /> in the <b>For</b> box.</p>
|
||||
<h3>Automatic suggestions for patron records</h3>
|
||||
<p>When you do a keyword or phrase search for a patron record using any of the following access points, a list of suggestions appears automatically as you type:</p>
|
||||
<ul>
|
||||
<li>Phone Number</li>
|
||||
<li>Address (StreetOne, StreetTwo)</li>
|
||||
<li>City, State PostalCode (ZipPlusFour) </li>
|
||||
<li>Email Address </li>
|
||||
<li>Name (First, Middle Last) </li>
|
||||
<li>Name (Last, First Middle) </li>
|
||||
</ul>
|
||||
<h3>Automatic suggestions for bibliographic or item records</h3>
|
||||
<p>When you do a keyword or phrase search for a bibliographic record or item record using any of the following access points, a list of suggestions appears automatically as you type:</p>
|
||||
<ul type="disc">
|
||||
<li>Author</li>
|
||||
<li>General notes</li>
|
||||
<li>Genre </li>
|
||||
<li>Publisher </li>
|
||||
<li>Subject</li>
|
||||
<li>Title</li>
|
||||
</ul>
|
||||
<h3>Automatic suggestions for authority records </h3>
|
||||
<p>When you do a keyword or phrase search for an authority record using any of the following access points, a list of suggestions appears automatically as you type:</p>
|
||||
<ul type="disc">
|
||||
<li>Heading</li>
|
||||
<li>All keyword fields</li>
|
||||
<li>Conference name </li>
|
||||
<li>Corporate name </li>
|
||||
<li>Genre/Form subject</li>
|
||||
<li>Geographic name</li>
|
||||
<li>LC children’s subject</li>
|
||||
<li>LC subject</li>
|
||||
<li>Name</li>
|
||||
<li>Personal name</li>
|
||||
<li>Subdivision heading</li>
|
||||
<li>Topic term</li>
|
||||
<li>Tracing/Reference</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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|
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<p align="center">
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<h1><a name="XREF_22340_Doing_Phrase"></a>Doing a Phrase Search</h1>
|
||||
<p><a name="kanchor5279"></a><a name="IX_described_5"></a>A phrase search looks for multiple words in the exact order you type them. You can do a phrase search for bibliographic and item records. When you select <b>Phrase </b>in the <b>Type</b> box and type a phrase in the <b>For</b> box, the search looks in all indexed fields for that phrase in the same word order. You can also narrow the search to look for the phrase in specific fields. Phrase searching is not available for all access points. For example, if you are searching for a bibliographic record and select <b>Call number</b> in the <b>Search by</b> box, phrase searching is not available in the<b> Type</b> box.</p>
|
||||
<p><a name="kanchor5280"></a><a name="IX_phrase"></a>To do a phrase search:</p>
|
||||
<ol>
|
||||
<li value="1">On the Find Tool, General tabbed page, select <b>Bibliographic Records</b> or <b>Item Records</b> in the <b>Object</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor5281"></a><a name="IX_using_in_phrase_searches"></a><a name="kanchor5282"></a><a name="IX_using_wildcard_characters_1"></a><b>Tip:<br /></b>You can use wildcards in the beginning, middle, or end of phrase search strings to indicate that other words come before, in the middle, or at the end of the search string.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select one of the following access points in the <b>Search</b> <b>by</b> box:<ul type="disc"><li><b>All Keyword Indexed Fields</b></li><li><b>Author</b></li><li><b>General notes</b></li><li><b>Genre</b></li><li><b>Series</b></li><li><b>Subject</b></li><li><b>Title</b></li></ul></li>
|
||||
</ol>
|
||||
<ol start="3">
|
||||
<li value="3">Select <b>Phrase</b> in the <b>Type</b> box.</li>
|
||||
<li value="4">Type the phrase in the <b>For</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A list of suggestions may appear as you type. See <a href="Doing_a_Keyword_Search.htm#XREF_97688_Automatic">Automatic Suggestions in Keyword or Phrase Searching.</a></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">If automatic suggestions appear, and one of the suggestions is the phrase you want to search by, select it. The results appear as soon as you select an automatic suggestion.</li>
|
||||
<li value="6">If no automatic suggestions appear, or they are not useful, continue typing the entire phrase, and click <b>Search</b>. Titles appear in the results list.</li>
|
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</ol>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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</head>
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<body>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Finding_Polaris_Records.htm">Open topic with navigation</a>
|
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</p>
|
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<div class="nocontent">
|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_30000_Finding_Polaris"></a>Finding Polaris Records</h1>
|
||||
<p>You use the Polaris Find Tool to search for existing records in your local database and to perform actions with these records without having to open them. You can use the Find Tool to do a basic search, or you can use various options to focus your search more precisely. If your library has established connections to other remote databases, you can also use the Polaris Find Tool to search these databases. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For information about searching for Polaris Administration records, such as libraries, branches, staff members or workstations, see <a href="../../Administration/PDstart/Find_an_administration_record.htm#XREF_55530_Display_a_resource" data-mc-conditions="Primary.Online,Primary.Hidden">Find an administration record</a>. For information about searching for permissions, see <a href="../../Administration/PDpermiss/Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_51980_Sorting_and" data-mc-conditions="Primary.Online,Primary.Hidden">Finding Permissions</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Polaris_Find_Tool_Overview.htm#XREF_76413_Using_Find_Tool">Polaris Find Tool Overview</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden"><a href="Using_Find_Tool_Results_Lists.htm">Using Find Tool Results Lists</a>
|
||||
</li>
|
||||
<li><a href="Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>
|
||||
</li>
|
||||
<li><a href="Doing_a_Browse_Search.htm#XREF_23758_Doing_Browse">Doing a Browse Search </a>
|
||||
</li>
|
||||
<li><a href="Doing_a_Keyword_Search.htm#XREF_92439_Doing_Keyword">Doing a Keyword Search</a>
|
||||
</li>
|
||||
<li><a href="Doing_a_Phrase_Search.htm#XREF_22340_Doing_Phrase">Doing a Phrase Search</a>
|
||||
</li>
|
||||
<li><a href="Doing_Power_Searches.htm#XREF_21690_Doing_a_Power">Doing Power Searches</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_SQL_Searches.htm#XREF_20613_Doing_an_Sequel">Setting Up SQL Searches</a>
|
||||
</li>
|
||||
<li><a href="Scoping_Searches_for_Bibs_and_Items.htm#XREF_44768_Scoping">Scoping Searches for Bibs and Items</a>
|
||||
</li>
|
||||
<li><a href="Searching_Branches.htm#XREF_23212_Searching_Branches">Searching Branches</a>
|
||||
</li>
|
||||
<li><a href="Searching_Collections.htm#XREF_75092_Searching">Searching Collections</a>
|
||||
</li>
|
||||
<li><a href="Searching_Remote_Databases.htm#XREF_94436_Searching_Remote">Searching Remote Databases</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
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</html>
|
||||
+81
@@ -0,0 +1,81 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records|Polaris Find Tool Overview" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Get a count of records without displaying them</title>
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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<script>/* <![CDATA[ */
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Get_a_count_of_records_without_displaying_them.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_89005_Get_a_count_of"></a><a name="kanchor4533"></a>Get a Count of Records Without Displaying Them</h1>
|
||||
<p>You can use the <b>Count only</b> option with any type of search, including an SQL search. To search for specific types of records and get a count of the records without displaying them in a list:</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor4534"></a><a name="IX_count_only"></a><a name="kanchor4535"></a><a name="IX_counting_records_without"></a><a name="kanchor4536"></a><a name="IX_records_in_Find_Tool"></a>Enter your search criteria on the Find Tool- General tab.</li>
|
||||
<li value="2">Select <b>Count only</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you want to add the records to a record set, go to the <b>Settings</b> tab and enter the information for the record set before clicking <b>Search</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Search</b>. A count of the records appears in the status line of the Find Tool.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="FTcountonly.gif" style="margin-bottom: 0.000pt;width: 500;height: 197;" id="image5" src="FTCountOnly_500x197.png" /> </p>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When you select <b>Count only</b>, the <b>Retrieval Limit </b>on the <b>Settings</b> tab<b> </b>is ignored so that the count includes all records that meet the selected criteria, but the <b>Search timeout</b> setting is still in effect.</p>
|
||||
</blockquote>
|
||||
</div>
|
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</div>
|
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<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+84
@@ -0,0 +1,84 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records|Using Find Tool Results Lists" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Link to other records from the Find Tool results list</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
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<body>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Link_to_other_records_from_the_Find_Tool_results_list.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
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||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_72648_Linking_to_Other"></a>Link to Other Records from the Find Tool Results List</h1>
|
||||
<p><a name="kanchor5137"></a><a name="IX_linking_to_records_from"></a><a name="kanchor5138"></a><a name="IX_to_records_from_the_Find"></a>You can link from a record listed in the Find Tool results to other related records. For example, you can link from a bibliographic record listed in the results to its linked item record or records. To link to other records from the Find Tool results list:</p>
|
||||
<ol>
|
||||
<li value="1">Search for a record. The records that meet the criteria you specified appear in the Find Tool results list.</li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Press the up or down arrow keys to locate the record, and press <b>SHIFT+F10</b> to open the context menu. Use the arrow keys to navigate through the context menu options, and press <b>ENTER </b>to select an option. For more keyboard shortcuts, see <a href="../Basic_Shortcut_Keys.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Basic Shortcut Keys</span></a>.</p>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Right-click the record from which you want to link to other related records, and select <b>Links</b>. The types of records to which this record could be linked are listed.</li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b><b>Tip:<br /></b></b>You can sort the list of linked records by clicking on the headers in the dialog box. If you print the list, it will be printed in the order in which you sorted it.</p>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the type of record.</li>
|
||||
</ol>
|
||||
<p class="indent2"><a name="kanchor5139"></a><a name="IX_printing_list_of_linked"></a><a name="kanchor5140"></a><a name="IX_printing_list_from_Find"></a>If only one record of the selected type is linked, it opens in the appropriate workform. If multiple records are linked to the selected record in the Find Tool results list, they appear in a Linked Records dialog box. You can right-click on the linked records and perform certain actions from the context menu.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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/*]]>*/</script>
|
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</p>
|
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</div>
|
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</div>
|
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</body>
|
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</html>
|
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+89
@@ -0,0 +1,89 @@
|
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<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Polaris Find Tool Overview</title>
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<h1><a name="XREF_76413_Using_Find_Tool"></a><a name="kanchor5193"></a>Polaris Find Tool Overview</h1>
|
||||
<p><a name="kanchor5194"></a><a name="IX_overview_1"></a>With over 600 access points as well as relevancy ranking, sorting, limiting, proximity searching, CCL queries, scoping, SQL searches, and automatic suggestions, the Polaris Find Tool provides search options for all types of tasks. You can save user defaults for the types of searches you do most often. </p>
|
||||
<p>The “count only” option gives you a simple count, such as the number of DVDs in a certain collection, without returning the search result list. You can add records to a record set from a “count only” search without returning the records in a the results list, or you can select the records from the results list and put them in a record set.</p>
|
||||
<p>Your library can set up Z39.50 targets for external databases that you can search directly from the Find Tool - allowing you to save new records to the local database in one step.</p>
|
||||
<p>If you have the required permissions, you can create and save a SQL search in the Polaris Find Tool. SQL searches are used for data retrieval only; data cannot be manipulated through the Find Tool. Once a SQL query is saved, other staff members can use the saved search even if they do not have permission to create and save one. </p>
|
||||
<p>In addition to the many methods and access points available for searching in the Find Tool, you can perform tasks on single or multiple records listed in search results, provided you have the required permissions. If you select a single record, you can select <b>Links</b> to access the linked records. From the bibliographic search results, you can select <b>Preview</b> to see the titles’ circulation statistics. Other options include checking in multiple serial issues and bulk-changing multiple item records. </p>
|
||||
<p>You can also use the Polaris Find Tool to create quick reports from the search results list. For example, if the library needs to see a list of items in a certain collection that have not circulated in the last three years, you can create a report in the Find Tool by printing the results list. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_13862_Find_Tool_Tab">Find Tool Tab Display</a>
|
||||
</li>
|
||||
<li><a href="Set_Find_Tool_results_limits.htm#XREF_70357_Set_a_record_limit">Set Find Tool results limits</a>
|
||||
</li>
|
||||
<li><a href="Get_a_count_of_records_without_displaying_them.htm#XREF_89005_Get_a_count_of">Get a count of records without displaying them</a>
|
||||
</li>
|
||||
<li><a href="Customize_the_Find_Tool_by_user.htm#XREF_49552_Customize_the_Find">Customize the Find Tool by user</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Find_Tool_Tab_Display"></a><a name="kanchor5195"></a><a name="IX_tab_display"></a><a name="XREF_13862_Find_Tool_Tab"></a>Find Tool Tab Display</h2>
|
||||
<p>When you search for bibliographic or item records, all the Find Tool tabs are displayed: <b>General</b>, <b>Settings</b>, <b>Scoping</b>, <b>Branches</b>, <b>Collections</b>, and <b>Databases</b>.</p>
|
||||
<p>All tabs are also displayed when you search for an object that has bibliographic or item records in the <b>Object</b> list. For example, when you search for Community Records, Bibliographic Records or Item Records can be selected in the <b>Object</b> list.</p>
|
||||
<p>However, if the tab cannot be used in the context of the search, a message appears on the tab. For example, if you are searching for a bibliographic record using a Browse search type, and you select the Scoping tab, the message <b>Scoping is not applicable in this context</b> appears. </p>
|
||||
<p>For most other records (objects), such as Acquisitions, Serials, and Patron records, only the General and Settings tabs are displayed.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="kanchor1793"></a><a name="IX_error_messages_in_Find"></a><a name="kanchor1794"></a><a name="IX_error_messages"></a><a name="kanchor1795"></a><a name="IX_fewer_records_than"></a><a name="kanchor1796"></a><a name="IX_resolving_search_issues"></a><a name="XREF_21638_Resolving_Find"></a>Resolving Find Tool Search Issues</h1>
|
||||
<p>If you enter the search criteria and the results do not appear or are fewer than expected, try the following:</p>
|
||||
<ul>
|
||||
<li>On the <b>Settings</b> tab, increase the number in the <b>Retrieval Limit</b> box. This resets the retrieval limit for the current search only. If you select <b>New Search</b>, the retrieval limit reverts to the default set in Polaris Administration.</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Select the <b>Count only</b> checkbox with the same search criteria selected. This will give you the actual count of all the records that meet your search criteria, regardless of the number in the <b>Retrieval Limit</b> box.</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>On the <b>Settings</b> tab, increase the number in the <b>Search Timeout (sec)</b> box. </li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li><a name="kanchor1797"></a><a name="IX_encountering_in_the_Find"></a><a name="kanchor1798"></a><a name="IX_Find_Tool"></a><a name="kanchor1799"></a><a name="IX_error_messages_1"></a>If you enter the search criteria, and you encounter a CCL Syntax error that states, <b>Invalid Search. Please verify the query and then resubmit the search.</b>, you can enter the primary search criteria on the General tab and then use the Scoping tab to refine the search. For example, the <b>Invalid Search</b> message appears if you select <b>Type of material</b> in the <b>Limit by</b> box and select all values except for <b>Book</b>. In this case, the <b>Limit by </b>option is being used to exclude the <b>Book</b> type of material, but include all other values.</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Instead of using the <b>Limit by</b> option to exclude a specific type of material, you could enter the primary search criteria, on the <b>General</b> tab, then go to the <b>Scoping</b> tab to exclude the book format. The search results display the bibliographic records with that title in every format except book.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_44768_Scoping"></a>Scoping Searches for Bibs and Items</h1>
|
||||
<p>Scoping is a method of further focusing your search beyond the basic search expression. Scoping, like power searching, allows you to conduct complex, precise searches with the Common Command Language (CCL). However, power searching requires you to know CCL and write your own queries. With scoping, you select the access points (qualifiers), operators, and search strings (values), and Polaris formats the information into CCL. You can use scoping with exact match, keyword, and phrase searches for bibliographic and item records.</p>
|
||||
<p><a name="kanchor4043"></a><a name="IX_searching_with"></a>To do a complex, precise search by scoping:</p>
|
||||
<ol>
|
||||
<li value="1">On the Find Tool - General tabbed page, fill in the <b>Object</b>, <b>Search</b> <b>by</b>, <b>Type</b>, and <b>For</b> boxes (see <a href="Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>).</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click the <b>Scoping </b>tab to display the Scoping tabbed page. The search expression you created on the General tabbed page appears in the <b>Current Criteria</b> box.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Choose one of the following Boolean operators (see <a href="Doing_Power_Searches.htm#XREF_49793_Boolean_Operators">Boolean Operators</a>):<ul type="disc"><li>If the search results must match both search expressions, click <b>And</b>.</li><li>If the search results can match either search expression, click <b>Or</b>.</li><li>If the search results must match the first search expression, but not the second one, click <b>Not</b>.</li></ul></li>
|
||||
</ol>
|
||||
<ol start="4">
|
||||
<li value="4">Select an access point or modifier in the <b>Qualifier</b> box.</li>
|
||||
<li value="5">Choose one of the following relative operators:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can choose <b>[=]</b> or <b>[<>]</b> for all the qualifiers.<br />You can choose the following relative operators for the Publication date only: <b>[<]</b>, <b>[<=]</b>, <b>[>]</b>, or <b>[>=]</b>. </p>
|
||||
<ul type="disc">
|
||||
<li>Click <b>[=] </b>for results equal to the value.</li>
|
||||
<li>Click <b>[<>] </b>for results not equal to (excluding) the value.</li>
|
||||
<li>Click <b>[<] </b>for publication dates less than the value.</li>
|
||||
<li>Click <b>[<=]</b> for publication dates less than or equal to the value.</li>
|
||||
<li>Click <b>[>]</b> for publication dates greater than the value.</li>
|
||||
<li>Click <b>[>=]</b> for publication dates greater than or equal to the value.</li>
|
||||
</ul>
|
||||
<ol start="6">
|
||||
<li value="6">Select or type a value for the query in the <b>Value</b> box. For additional information, see:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><a href="Doing_Power_Searches.htm#XREF_45543_Proximity_Operators">Proximity Operators</a>
|
||||
</li>
|
||||
<li><a href="Doing_Power_Searches.htm#XREF_96522_Pattern_Matching">Wildcard Characters</a>
|
||||
</li>
|
||||
<li><a href="Doing_Power_Searches.htm#XREF_55116_Stop_Words">Quotation Marks in Power Searching</a>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="7">
|
||||
<li value="7">Click <b>Add</b> to add the search expression to the <b>Current Criteria</b> box. If the search expression is longer than the width of the <b>Current Criteria</b> box, a horizontal scroll bar is displayed. The status bar displays <b>SC</b> to indicate scoping is in effect.</li>
|
||||
<li value="8">To add another search expression, do these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The original search expression, created on the General page, can be modified on the General page.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">In the <b>Current Criteria</b> box, select the expression which you want to <span class="FM_Emphasis">precede</span> the new expression. </li>
|
||||
<li value="2">Select a Boolean operator, qualifier, relative operator, and value.</li>
|
||||
<li value="3">Click <b>Add</b> to add the search expression to the <b>Current Criteria</b> box.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To remove a search expression created on the Scoping page, select it in the <b>Current Criteria</b> box and click <b>Remove</b>. To delete <span class="FM_Emphasis">all</span><span style="font-weight: bold;"> </span>the search expressions, <span style="font-style: italic;">except</span> for the expression that you created on the General tabbed page, click <b>Clear</b>.</p>
|
||||
<ol start="9">
|
||||
<li value="9">To edit a search expression created on the scoping page, do these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select the search expression in the <b>Current Criteria </b>box.</li><li value="2">Change the operators, qualifier, or values.</li><li value="3">Click <b>Update</b> to update the search expression in the <b>Current Criteria</b> box.</li></ol></li>
|
||||
</ol>
|
||||
<ol start="10">
|
||||
<li value="10">Click <b>Search</b> to begin searching. The results list appears.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+84
@@ -0,0 +1,84 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records|Doing a Keyword Search" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Search by keyword</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Search_by_keyword.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
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||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_65280_Search_by_keyword"></a>Search by Keyword</h1>
|
||||
<p><a name="kanchor3713"></a><a name="IX_procedure_3"></a><a name="kanchor3714"></a><a name="IX_automatic_suggestions_1"></a><a name="kanchor3715"></a><a name="IX_automatic_suggestions_in"></a>To find records using keyword searching:</p>
|
||||
<ol>
|
||||
<li value="1">On the Find Tool, General tabbed page, select the record type that uses keyword searching in the <b>Object</b> box.</li>
|
||||
<li value="2"><a name="kanchor3716"></a><a name="IX_bibliographic_and_item"></a><a name="kanchor3717"></a><a name="IX_indexed_fields_for"></a>Select an access point for which you can use keyword searching in the <b>Search</b> <b>by</b> box:</li>
|
||||
<li value="3">Select <b>Keyword search</b> in the <b>Type</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3718"></a><a name="IX_using_in_keyword_searches"></a><b>Tip:<br /></b>You can type part of a word and use a wildcard character. For example, if you type <b>King*</b> for a keyword author search, then the results list includes works by authors named <span class="FM_Emphasis">King</span>, <span class="FM_Emphasis">Kings</span>, <span class="FM_Emphasis">Kingsley</span>, and others. You can also use wildcards in the beginning of a word to indicate that something may come before it. See <a href="Setting_Up_A_Search.htm#IX_using_wildcard_characters" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Wildcard Characters in Searches</span></a><span>.</span></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type one or more keywords, in any order, in the <b>For</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Automatic suggestions may appear as you type. See <a href="Doing_a_Keyword_Search.htm#XREF_97688_Automatic">Automatic Suggestions in Keyword or Phrase Searching</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">If automatic suggestions appear, and one is the search term you want to use, select it. The results appear as soon as you select an automatic suggestion.</li>
|
||||
<li value="6">If no automatic suggestions appear, or they are not useful, click <b>Search</b> to begin searching. Titles appear in the results list.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="keywordspanish.gif" style="margin-bottom: 0.000pt;width: 475;height: 273;" id="image23" src="keywordspanish_475x273.gif" /> </p>
|
||||
</div>
|
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</div>
|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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<div>
|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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/*]]>*/</script>
|
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</p>
|
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</div>
|
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</div>
|
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</body>
|
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</html>
|
||||
+158
@@ -0,0 +1,158 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records|Doing a Basic Search" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Search for a record</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Search_for_a_record.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_34187_Find_and_open_a"></a>Search for a Record </h1>
|
||||
<p>To do a simple search for records:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you encounter any issues with your search, see <a href="Resolving_Find_Tool_Search_Issues.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Resolving Find Tool Search Issues</span></a>.</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor3580"></a><a name="IX_See_searching"></a>Open the Find Tool using one of these methods:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li>
|
||||
<p>Select a menu option from the Polaris Shortcut Bar.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Click <b>Find</b> on a workform.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>If you are searching for a bibliographic record, press <b>F12</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">The General tabbed page of the Find Tool appears.</p>
|
||||
<ol start="2">
|
||||
<li value="2">If the object selected is not what you wanted to search for, select the record type to search for in the <b>Object</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To quickly locate an item in a list box, type the first letter. For example, to search by genre, open the <b>Search by</b> list and press <b>G</b>. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the access point to search by in the <b>Search by</b> box. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3581"></a><a name="IX_search_by_dates"></a><b>Note:<br /></b>If you select a date option in the <b>Search</b> <b>by</b> box (for example, you are searching for serial issues and select <b>Expected arrival date</b>), the Find Tool displays date range boxes where you select the beginning and ending dates from a calendar.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the type of search in the <b>Type</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you have selected an access point and a search type, but then decide to change the access point, the search type is retained. For example, if the search type is <b>Keyword</b> and the access point is <b>Author</b>, you can switch the access point to <b>Title</b> and the search type will be retained because both access points can be used with keyword searching.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">If you want to sort the results before they appear in the list, select an option in the <b>Sort by</b> box.</li>
|
||||
<li value="6">Type a search string in the <b>For</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2"><a name="kanchor3582"></a><a name="IX_retaining_search_string"></a>If you have entered a search string but decide to search for a different object, you can switch the object while retaining the same search string.</p>
|
||||
<p class="NoteShade"><b>Example</b>: <br />You search for bibliographic records by author and then you want to search for item records with the same author. You can select <b>Item Records</b> in the <b>Object</b> box and the author’s name remains in the <b>For</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7"><a name="kanchor3583"></a><a name="IX_Find_Tool_2"></a><a name="kanchor3584"></a><a name="IX_limit_by_1"></a><a name="kanchor3585"></a><a name="IX_limit_by"></a><a name="kanchor3586"></a><a name="IX_Find_Tool_1"></a>If you want to narrow your search, select an option in the <b>Limit by</b> box, and select or type a value in the <b>Value</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note</b>:<br />The <b>Value</b> box lists options for some <b>Limit by</b> settings, while other settings require a text entry in the <b>Value</b> box. For example, if you select <b>Language</b> in the <b>Limit by</b> box, the <b>Value</b> box contains a list of languages. If you select <b>Author</b> in the <b>Limit by</b> box, you type the author’s name in the <b>Value</b> box. If you enter a portion of a Limit by value, you must enter an asterisk. For example, select <b>Author </b>in the <b>Limit by</b> box and enter <b>Kin*</b> in the <b>Value</b> box to display works by authors named <span class="FM_Emphasis">King</span>, <span class="FM_Emphasis">Kings</span>, <span class="FM_Emphasis">Kingsley</span>, and others. See <a href="Setting_Up_A_Search.htm">Limit By</a>.</p>
|
||||
<p class="NoteShade"><a name="kanchor3587"></a><a name="IX_clearing"></a><b>Tip:<br /></b>The results list automatically clears when you start another search. You can also click <b>New Search</b> to close the results list, return the Find Tool to its default settings, and clear the <b>For</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Click <b>Search</b> or press <b>ENTER</b>. If you want to cancel the search, click <b>Stop</b> or start a new search with a different query. The results list appears in the Find Tool window.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3588"></a><a name="IX_Could_not_connect_to_Z39"></a><a name="kanchor3589"></a><a name="IX_error_message_in_the"></a><b>Important:<br /></b>If you see the message <b>Could not connect to the Z3950 search engine</b>, try increasing the search timeout limit. Select the <b>Settings</b> tab, and type a larger number in the <b>Search Timeout (sec.) </b>box. For example, if the timeout is set to 30 seconds, increase it to 60 seconds. The search process continues for 60 seconds, if necessary.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Check the status line to see if all results are displayed. If not, you can press <b>CTRL+SHIFT+A</b> to return all results.<br />To sort the list after the results appear, you can click on the column headers.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">To work with a record in the results list, do one of the following actions:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>Double-click a line item to open the record in a workform (<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../PIgetstart/Using_Polaris_Workforms.htm">Using Polaris Workforms</a></MadCap:conditionalText>).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Right-click a line item, and select an option from the context menu. The specific context menu options depend on the selected record type. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="Use_the_context_menu_in_the_Find_Tool_results_list.htm">Use the context menu in the Find Tool results list</a>.</MadCap:conditionalText> </p>
|
||||
</li>
|
||||
</ul>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a href="Customize_the_Find_Tool_by_user.htm#XREF_49552_Customize_the_Find">Customize the Find Tool by user</a>
|
||||
</p>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden">
|
||||
<p><a href="Using_Find_Tool_Results_Lists.htm#XREF_88793_Using_Find_Tool"> Using Find Tool Results Lists</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a href="Doing_a_Browse_Search.htm#XREF_23758_Doing_Browse">Doing a Browse Search </a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a href="Doing_a_Keyword_Search.htm#XREF_92439_Doing_Keyword">Doing a Keyword Search</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a href="Doing_a_Phrase_Search.htm#XREF_22340_Doing_Phrase">Doing a Phrase Search</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a href="Doing_Power_Searches.htm#XREF_21690_Doing_a_Power">Doing Power Searches</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a href="Setting_Up_SQL_Searches.htm#XREF_20613_Doing_an_Sequel">Setting Up SQL Searches</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a href="Scoping_Searches_for_Bibs_and_Items.htm#XREF_44768_Scoping">Scoping Searches for Bibs and Items</a> </p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+86
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records|Setting Up SQL Searches" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Search using a saved SQL search</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
|
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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<script>/* <![CDATA[ */
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Search_using_a_saved_SQL_search.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_50403_Search_using_a"></a>Search Using a Saved SQL Search</h1>
|
||||
<p><a name="kanchor1331"></a><a name="IX_using_saved_SQL_searches"></a><a name="kanchor1332"></a><a name="IX_using_saved_searches"></a><a name="kanchor1333"></a><a name="IX_using_in_Find_Tool"></a><a name="kanchor1334"></a><a name="IX_using_a_saved_SQL_search"></a>To use a saved SQL search:</p>
|
||||
<ol>
|
||||
<li value="1">Select the type of record you want to search for in the <b>Object</b> box on the General tab of the Find Tool.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can save the SQL search mode as the default search mode setting. See <a href="Customize_the_Find_Tool_by_user.htm#XREF_49552_Customize_the_Find">Customize the Find Tool by user</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>SQL</b>. The SQL Search Criteria box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="sqlsrchblk00004.gif" style="width: 267.320pt;height: 102.800pt;margin-bottom: 0.000pt;" id="image26" src="sqlsrchblk00004.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the saved search in the <b>Open</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The saved SQL searches listed in the <b>Open</b> box are those associated with the selected record (object). </p>
|
||||
<p class="indent2">The saved SQL search appears in the Search Criteria box. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>Search</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you have permission, you can edit a saved search, and click <b>Save As...</b> to rename it. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Administration/PDpermiss/Permission_Strategies.htm">Special Permissions for SQL Searches in the Find Tool</a>.</MadCap:conditionalText></p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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<div>
|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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/*]]>*/</script>
|
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</p>
|
||||
</div>
|
||||
</div>
|
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</body>
|
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</html>
|
||||
+101
@@ -0,0 +1,101 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Searching Branches</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Searching_Branches.htm">Open topic with navigation</a>
|
||||
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|
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
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|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_23212_Searching_Branches"></a>Searching Branches</h1>
|
||||
<p><a name="kanchor976"></a><a name="IX_Find_Tool_tab_overview"></a>When you are searching for bibliographic and item records, you can choose which branches you want Polaris to search, as well as which collections to search within each branch. The Find Tool’s Branches tabbed page lists all the assigned branches, along with their collections, in your library system. Searches for bibliographic records by branch or collection return results based on the linked item records. If the bibliographic record is not linked to any item records with that assigned branch, it does not appear in the results list on the Branches tab. If the bibliographic record is not linked to any item records with that collection, it does not appear in the results list on the Collections tab. Bibliographic records without linked item records do not appear in the results list. </p>
|
||||
<p class="NoteShade"><a name="kanchor977"></a><a name="IX_filtering_1"></a><b>Important:<br /></b>Search results, except for bibliographic titles and call number browse searches, may be filtered so the results list includes only those results that you have permission to access. If the Staff Client profile <b>Find Tool: Filter search results by permission</b> is set to <b>Yes</b>, you will see only those records for which you have <b>Access</b> permission. For more information about setting permissions in Polaris, see <a href="../../Administration/PDpermiss/Setting_Administration_Permissions.htm#XREF_18386_Setting" data-mc-conditions="Primary.Online,Primary.Hidden">Setting Administration Permissions</a></p>
|
||||
<p class="NoteShade"><b>Tip:<br></br></b>If you want to find bibliographic records owned by a certain branch but with no linked item records, do a Scoping search instead of a Branch search. A branch search looks for bibliographic records with linked items assigned to the branch. If no items are linked, the bibliographic record is not found. </p>
|
||||
<p><a name="kanchor978"></a><a name="IX_branches_1"></a><a name="kanchor979"></a><a name="IX_branches"></a>To search for bibliographic and item records by branch and by collection associated with each branch:</p>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>You can search by branches only in normal search mode.</p>
|
||||
<ol>
|
||||
<li value="1">On the Find Tool - General tabbed page, fill in the <b>Object</b>, <b>Search</b> <b>by</b>, <b>Type</b>, and <b>For</b> boxes (see <a href="Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>).</li>
|
||||
<li value="2">Click the <b>Branches</b> tab to display the Branches tabbed page.</li>
|
||||
</ol>
|
||||
<p class="indent2">By default, all branches and collections are selected.</p>
|
||||
<p class="NoteShade"><b>Tip:<br></br></b>To search all branches, click <b>Select All</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Unselect All</b> to clear the checkboxes for all branches and collections.The status bar displays <b>BR</b> to indicate that you are searching by branch.</li>
|
||||
<li value="4">If you want to search all the collections in a branch, select the checkbox next to each branch to be searched.</li>
|
||||
<li value="5">If you want to search by particular collections in a branch, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the plus sign [+] next to the branch. The plus sign is replaced by a minus sign [-]. All the collections for the branch appear.</li>
|
||||
<li value="2">Select the checkbox next to each collection you want to search. The checkbox next to the branch is grayed out to indicate that one or more collections are not to be searched within the branch.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br></br></b>To start a new search, click <b>New Search</b>. The General tabbed page appears. To reset the list, click <b>Reset</b>. </p>
|
||||
<ol start="6">
|
||||
<li value="6">Click <b>Search</b> to begin the search. The results list appears.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p>When searching by branch and collection, you can also use other searching features. See also: </p>
|
||||
<ul type="disc">
|
||||
<li><a href="Do_a_power_search.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Write a Power Search Query</span></a>
|
||||
</li>
|
||||
<li><a href="Do_a_SQL_search.htm#XREF_62615_Set_up_an_SQL">Do a SQL search</a>
|
||||
</li>
|
||||
<li><a href="Scoping_Searches_for_Bibs_and_Items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Scoping Searches for Bibs and Items</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
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</html>
|
||||
+99
@@ -0,0 +1,99 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<h1><a name="XREF_75092_Searching"></a>Searching Collections</h1>
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<p><a name="kanchor2848"></a><a name="IX_overview_2"></a>You can search for item records or bibliographic records by collection, but when you search for bibliographic records by collection, the search is actually looking for the linked item records with the selected collection. If the bibliographic record has no linked items in that collection, the bibliographic record is not included in the results. The Find Tool’s Collections tabbed page lists all the assigned collections in the system, along with their associated branches. You can search by collection and by the branches that share the collection.</p>
|
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<p><a name="kanchor2849"></a><a name="IX_collections_1"></a><a name="kanchor2850"></a><a name="IX_collections"></a>To search for bibliographic and item records by collection and by branch:</p>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>You can search using collections only in normal search mode.</p>
|
||||
<ol>
|
||||
<li value="1">On the Find Tool - General tabbed page, fill in the <b>Object</b>, <b>Search by</b>, <b>Type</b>, and <b>For</b> boxes (see <a href="Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br></br></b>If you search for bibliographic records by collection, the search looks for bibliographic records linked to item records in that collection. Bibliographic records that are not linked to item records do not appear in the results list. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click the <b>Collections</b> tab to display the Collections tabbed page.</li>
|
||||
</ol>
|
||||
<p class="indent2">By default, all collections and the branches that use each collection are selected.</p>
|
||||
<p class="NoteShade"><b>Tip:<br></br></b>To search all collections, click <b>Select All</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Unselect All</b> to clear the checkboxes for all collections and their branches. The status bar displays <b>CO</b> to indicate that you are searching by collection.</li>
|
||||
<li value="4">If you want to search all the branches that use a collection, select the checkbox next to each collection to be searched.</li>
|
||||
<li value="5">If you want to search by particular branches associated with a collection, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the plus sign [+] next to the collection. The plus sign is replaced by a minus sign [-]. All the branches for the collection appear.</li>
|
||||
<li value="2">Select the checkbox next to each branch you want to search. The checkbox next to the collection is grayed out to indicate that one or more branches that use the collection are not to be searched.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br></br></b>To start a new search, click <b>New Search</b>. The General tabbed page appears. To reset the list, click <b>Reset</b>. </p>
|
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<ol start="6">
|
||||
<li value="6">Click <b>Search</b> to begin the search. The results list appears.</li>
|
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</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p>When searching by branch and collection, you can also use other searching features. See also:</p>
|
||||
<ul type="disc">
|
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<li> <a href="Do_a_power_search.htm#XREF_94739_Do_a_power_search">Do a power search</a></li>
|
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<li> <a href="Do_a_SQL_search.htm#XREF_62615_Set_up_an_SQL">Do a SQL search</a></li>
|
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<li> <a href="Do_a_search_with_scoping.htm#XREF_77442_Do_a_search_with"><a href="Scoping_Searches_for_Bibs_and_Items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Scoping Searches for Bibs and Items</span></a></a></li>
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<h1><a name="XREF_94436_Searching_Remote"></a>Searching Remote Databases</h1>
|
||||
<p><a name="kanchor90"></a><a name="IX_overview_3"></a><a name="kanchor91"></a><a name="IX_searching_overview"></a><a name="kanchor92"></a><a name="IX_remote_databases"></a>When you are searching for bibliographic records, you may be able to search remote sites using Z39.50 standard search protocol. If you have a subscription to Polaris ZMARC, the Polaris ZMARC databases appear in the list of databases. You can choose to search the local Polaris database simultaneously along with one or more remote databases.</p>
|
||||
<p><a name="kanchor93"></a><a name="IX_searching_for_UPC_number"></a><a name="kanchor94"></a><a name="IX_searching_remote_1"></a><a name="kanchor95"></a><a name="IX_searching_remote"></a>Z39.50 searching depends on standard Bib-1 Use attributes for search access points. If a standard Bib-1 Use attribute has not been defined for a search access point, Polaris relies on proprietary Bib-1 Use attributes. (Bib-1 Use attributes between 5,000 and 10,000 are reserved for these proprietary attributes). These non-standard search access points may not work with Z39.50 target sites. For example, the UPC barcode does not have a standard Bib-1 Use attribute. If you search bibliographic records at a Z39.50 target site for the UPC barcode number, setting the <b>Search by</b> field to <b>UPC number</b> in the Polaris Find Tool, the search will likely fail. However, if you search for the UPC barcode number by <b>Other system number</b> (a standard access point), you will likely find the title. For a list of standard and proprietary Bib-1 Use Attributes, see <a href="../../Administration/PDserver/Bib-1_Use_Attributes_in_Polaris_Searches.htm#XREF_83508_Bib_1_Use" data-mc-conditions="Primary.Online,Primary.Hidden">Bib-1 Use Attributes in Polaris Searches</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Before you are able to search a remote database, it must be registered as a Z39.50 target and set to display in the Find Tool. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Administration/PDserver/Registering_Remote_Resource_Servers.htm#XREF_28955_Profiling_Z39_50">Registering Remote Resource Servers</a> and <a href="../../Administration/PDserver/Controlling_Database_Access_in_the_Staff_Client.htm#XREF_58445_Defining_Database">Controlling Database Access in the Staff Client</a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor96"></a><a name="IX_databases"></a><a name="kanchor97"></a><a name="IX_remote_databases_1"></a><a name="kanchor98"></a><a name="IX_searching_remote_2"></a>To search for records in multiple and remote databases: </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can search remote databases in normal and power search modes.</p>
|
||||
<ol>
|
||||
<li value="1">On the Find Tool - General tabbed page, fill in the <b>Object</b>, <b>Search by</b>, <b>Type</b>, and <b>For</b> boxes on the General tabbed page (see <a href="Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>).</li>
|
||||
<li value="2">Click the <b>Databases</b> tab.</li>
|
||||
<p class="indent2">
|
||||
<img alt="iExDatabases.gif" style="margin-bottom: 0.000pt;width: 392;height: 144;" id="image31" src="iExDatabases_392x144.gif" /> </p>
|
||||
<p>If you have saved default search databases, they are selected on the <b>Databases</b> tab. If you have not saved default search databases, your Polaris database is selected by default. For more information about saving default search databases, see <a href="Customize_the_Find_Tool_by_user.htm">Customize the Find Tool</a>.</p>
|
||||
<li value="3">Select the databases to be searched:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click the minus (-) sign next to a site to display only the site, without its associated databases. Click the plus (+) sign next to a site to display the site’s associated databases. </p>
|
||||
<ul>
|
||||
<li>To select the Polaris databases and all remote sites’ databases, click <b>Select All</b>.</li>
|
||||
<li>To select one or more sites (including all the listed databases at the sites), select the checkbox next to each site.</li>
|
||||
<li>To select one or more databases at a site, select the checkbox next to each database that you want to search. The checkbox next to the site is automatically selected, but it is also dimmed to indicate that one or more databases at the site are not selected.</li>
|
||||
</ul>
|
||||
<p class="indent2">The status bar displays <b>DB</b> to indicate that you are searching by database.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To start a new search, click <b>New search</b>. The General tabbed page appears.<br />To reset the list, click <b>Reset</b>.</p>
|
||||
<ol start="4">
|
||||
<li value="4">Click <b>Search</b> to begin searching.</li>
|
||||
</ol>
|
||||
<p class="indent2"><a name="kanchor99"></a><a name="IX_displaying_result_sets"></a>The database results list appears with a count of the records found. If you searched multiple databases, the records from each database are displayed in separate result sets.</p>
|
||||
<p class="indent2">
|
||||
<img alt="databaseresults.gif" style="margin-bottom: 0.000pt;width: 392;height: 205;" id="image32" src="databaseresults_392x205.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Double-click a database to display its results. A dialog box displays the list of records for the selected database.</li>
|
||||
<li value="6">Double-click a record in the list to open it in a Polaris workform.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a href="Do_a_power_search.htm#XREF_94739_Do_a_power_search">Do a power search</a>
|
||||
</li>
|
||||
<li><a href="Do_a_SQL_search.htm#XREF_62615_Set_up_an_SQL">Do a SQL search</a>
|
||||
</li>
|
||||
<li><a href="Do_a_search_with_scoping.htm#XREF_77442_Do_a_search_with"><a href="Scoping_Searches_for_Bibs_and_Items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Scoping Searches for Bibs and Items</span></a></a>
|
||||
</li>
|
||||
<li><a href="../../Cataloging/PKcreate/Copying_MARC_Records.htm">Copy a MARC record from a remote source </a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Administration/PDserver/Bib-1_Use_Attributes_in_Polaris_Searches.htm#XREF_83508_Bib_1_Use">Bib-1 Use Attributes in Polaris Searches</a>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_41652_Send_search"></a>Send Search Results to a Record Set</h1>
|
||||
<p>Sending search results to a record set is useful if there is some action you want to take on the records. For example, you could search for bibliographic records that do not display in the PAC, send the search results to a record set, and then bulk change the <b>Display in PAC</b> setting for all the records at once. For more information on the types of records that support record sets, see <a href="../PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If your search is likely to return more records than the number in the <b>Retrieval Limit </b>box on the Settings tab,<b> </b>you may want to select <b>Count only </b>or increase the retrieval limit. When you select <b>Count only</b>, the retrieval limit is ignored, and it counts all the records. A warning message appears if the record set that will be created exceeds the limits set in Polaris Administration.</p>
|
||||
<p>To put search results into a record set:</p>
|
||||
<ol>
|
||||
<li value="1">Enter the search criteria for the records on the Find Tool-General tabbed page.</li>
|
||||
<li value="2">If you want the records to be sent to the record set without displaying them, select <b>Count only</b>. </li>
|
||||
<li value="3">Select the <b>Settings</b> tab. The Settings tabbed page appears.</li>
|
||||
<li value="4">Select <b>Send Results to a New Record Set</b>.</li>
|
||||
<li value="5">Type a name for the record set in the <b>Name</b> box. </li>
|
||||
<li value="6">Select the record set owner in the <b>Owner</b> box.</li>
|
||||
<li value="7">If you want to change the number of records that can be added to a record set before a warning message appears, type a different number in the <b>Warning Size Threshold</b> box. For example, if you want a warning message to appear only when five thousand or more records are about to be added to the record set, type <b>5000</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The default threshold is set in Polaris Administration using the Staff Client profile <b>Find Tool/record-set-to-record-set creation: Record set size warning threshold</b>. It applies to record sets created from the Find Tool and record sets created from other record sets. <span style="font-size: 11.0pt;">See </span><a href="../../Administration/PDsearch/Set_Find_Tool_defaults.htm#XREF_80616_Set_Find_Tool">Set Find Tool defaults</a><span style="font-size: 11.0pt;">.</span> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Click <b>Search.</b> A message asks if you want to open the record set.</li>
|
||||
<li value="9">Select <b>Yes</b> to open the record set in the record set workform, or <b>No</b> to return to the Find Tool results list. You can search for the record set and open it later.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p>For information on other methods for creating record sets, adding records to existing record sets, and using record sets, see <a href="../PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_70357_Set_a_record_limit"></a>Set Find Tool Results Limits</h1>
|
||||
<p>The greater the number of records retrieved and displayed in the results list, the slower the retrieval time. To ensure optimal performance, a default retrieval limit is set in Polaris Administration, but you can change the limit for a specific search. You can also increase the amount of time the system will search before timing out. For information on Find Tool error messages and how you can resolve them, see <a href="Resolving_Find_Tool_Search_Issues.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Resolving Find Tool Search Issues</span></a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information on the Find Tool profiles in Polaris Administration, see <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Administration/PDsearch/Setting_Find_Tool_Profiles.htm">Setting Find Tool Profiles</a>.</MadCap:conditionalText></p>
|
||||
<p>To specify how you want retrieval results to be handled:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Find Tool.<a name="kanchor4524"></a></li>
|
||||
<li value="2">Create your search query, but do not click<b> Search</b> yet.</li>
|
||||
<li value="3">Select the <b>Settings</b> tab.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>These settings remain in effect until you click <b>New search</b> or close the Find Tool. Changing the settings here does not affect the default settings in Polaris Administration. You can restore the default settings by clicking <b>Reset to Default</b>.</p>
|
||||
<p class="indent2">The Settings tab appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If you want to create a record set from the results, check <b>Send Results to a New Record Set</b>. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PIrecsets/Create_a_record_set_from_all_the_Find_Tool_results.htm#XREF_82590_Send_records">Create a record set from all the Find Tool results</a>.</MadCap:conditionalText></li>
|
||||
<li value="5">If you want to change the default settings, do the following:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If the number of records returned in a search is equal to the retrieval limit, increase the retrieval limit to make sure all records that meet your search criteria are retrieved.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a name="kanchor4525"></a><a name="IX_changing_the_retrieval"></a><a name="kanchor4526"></a><a name="IX_changing_the_Find_Tool"></a>Type a different number to change the number of records that are retrieved in the <b>Retrieval Limit </b>box. The default limit is set in Polaris Administration with the profile <b>Find Tool: Default number of records to return in a result set</b>. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Administration/PDsearch/Set_Find_Tool_defaults.htm">Set Find Tool Defaults</a>.</MadCap:conditionalText> To set the retrieval limit back to the default, click <b>Reset to Default</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a name="kanchor4527"></a><a name="IX_changing_the_search_1"></a><a name="kanchor4528"></a><a name="IX_changing_the_search"></a><a name="kanchor4529"></a><a name="IX_changing_the_sort_limit"></a>Type a different number in the <b>Search Timeout (sec)</b> to increase or decrease the amount of time (in seconds) that the system will search before timing out. The default is 30 seconds.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you want Polaris to sort records, you must select a <b>Sort by</b> option on the Find Tool’s General page.</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li><a name="kanchor4530"></a><a name="IX_use_initial_articles"></a><a name="kanchor4531"></a><a name="IX_check_box_on_Find_Tool"></a>Check or clear the <b>Use Initial Articles Table</b> checkbox. If this box is checked, the initial article in a title is ignored if that article is defined in the Initial Articles table (see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Administration/PDsearch/Defining_Leading_Articles.htm">Defining Leading Articles</a></MadCap:conditionalText>).</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Setting_Up_A_Search.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="TOC_Setting_Up_a_Search"></a><a name="XREF_94195_Search_Criteria"></a>Set Up a Search</h1>
|
||||
<p>A search query is a structured request for database information. The simplest query uses default settings, and you simply type a word or phrase to describe the records. This word or phrase might be, for example, a full or partial title, the last name of an author, a patron’s name, or a purchase order number.</p>
|
||||
<p class="KeepWithNext"><a name="kanchor1202"></a><a name="IX_search_criteria"></a><a name="kanchor1203"></a><a name="IX_criteria_for"></a>A standard search query on the Find Tool requires the following four criteria:</p>
|
||||
<ul type="disc">
|
||||
<li>Record (<b>Object</b>)</li>
|
||||
<li>Access point (<b>Search</b> <b>by</b>)</li>
|
||||
<li>Type of search (<b>Type</b>)</li>
|
||||
<li>Search string (<b>For</b>)</li>
|
||||
</ul>
|
||||
<p>You can also narrow your search by selecting an option in the <b>Limit by</b> box, and then a value in the <b>Value</b> box. To sort the results before they are returned, select an option in the <b>Sort by</b> box. The options in the<b> Limit by</b> and <b>Sort by</b> boxes depend on the type of record you selected in the <b>Object</b> box.</p>
|
||||
<h2>Record (Object)</h2>
|
||||
<p>The record types that you can select in the <b>Object</b> box depend on the menu option, workform, or field where you accessed the Find Tool. For example, in a Purchase Order workform, if you click <b>Find</b> in the Supplier field, the Find Tool opens with <b>Supplier</b> in the <b>Object </b>box. When you open the Find Tool from the <b>Funds</b> field, <b>Fund</b> is selected in the<b> Object</b> box.</p>
|
||||
<h2>Access Point (Search by)</h2>
|
||||
<p><a name="kanchor1204"></a><a name="IX_search_by_option"></a>You select the access point in the <b>Search</b> <b>by</b> box. The list of access points depends on the record type you selected in the <b>Object</b> box. For example, access points for bibliographic records include <b>Title</b>, <b>Author</b>, and <b>Subject</b> (among others). You can set your own default <b>Search</b> <b>by </b>access point for each record type. Then, whenever you log on with your user ID and search for a record using the Find Tool, the <b>Search</b> <b>by</b> option is automatically set for the record type. See <a href="Customize_the_Find_Tool_by_user.htm#XREF_49552_Customize_the_Find">Customize the Find Tool by user</a>. You can set the option back to the system default at any time.</p>
|
||||
<h3><a name="XREF_58330_Type"></a>Search Type</h3>
|
||||
<p>The available search types depend on your selections in the <b>Object</b> box and the <b>Search</b> <b>by</b> box. </p>
|
||||
<p class="NoteShade"><a name="kanchor1205"></a><a name="IX_indexed_for_title"></a><a name="kanchor1206"></a><a name="IX_indexed_MARC_fields"></a><a name="kanchor1207"></a><a name="IX_title_searching"></a><b>Tip:<br /></b>When you do a title search, Polaris checks fields in the bibliographic record indexed for title searching, such as the 245, 246, 440, and 740 tags.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Exact match (implicitly truncated)</span> - Displays all the records beginning with<span style="font-weight: bold;"> </span>the letters or numbers in the <b>For</b> box. No asterisk is needed after the term in this type of search. However, you may want to enter an asterisk before the search term. See <a href="#XREF_95558_Using_Wildcard">Using Wildcard Characters in Searches</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Type <b>energy</b> in the <b>For</b> box for a bibliographic title search. The results list includes all titles that begin with <span class="FM_Emphasis">energy</span>. </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Exact match (explicitly truncated)</span> - Displays only the records that exactly match the letters or numbers in the <b>For</b> box. If you use an asterisk, the Results list displays the same records as those of an implicitly truncated search.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Type <b>energy</b> in the <b>For</b> box for a bibliographic title search. The results list includes only items titled <span class="FM_Emphasis">energy</span>.<br />If you type <b>energy*</b>, the results are the same as for an implicit search of <span class="FM_Emphasis">energy</span>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Browse</span> - Display the specified index headings, beginning with entries that start with text similar to the text in the <b>For</b> box. For example, a browse title search for <span class="FM_Emphasis">trains</span> displays the portion of the title index containing the first title that starts with <span class="FM_Emphasis">trains</span>. Browse searching is Unicode-compliant, so you can enter diacritics or special characters and the headings display that begin with the characters. See <a href="Doing_a_Browse_Search.htm#XREF_23758_Doing_Browse">Doing a Browse Search.</a></li>
|
||||
<li><span class="FM_BulletHead">Keyword search</span> - Finds records that include the exact search term or terms you input, in any order. There is an implied <span class="FM_Emphasis">and</span> between multiple words. For example, a keyword title search for <span class="FM_Emphasis">trains</span> displays a list of items that have the word <span class="FM_Emphasis">trains</span> anywhere in the title. See <a href="Doing_a_Keyword_Search.htm#XREF_92439_Doing_Keyword">Doing a Keyword Search</a>.</li>
|
||||
<li><span class="FM_BulletHead">Phrase search</span> - A special kind of keyword search for multiple words in the exact order in which you entered them. See <a href="Doing_a_Phrase_Search.htm#XREF_22340_Doing_Phrase">Doing a Phrase Search</a>.</li>
|
||||
</ul>
|
||||
<h2>Sort By</h2>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The <b>Sort by </b>option is not available for browse searching.</p>
|
||||
<p><a name="kanchor1208"></a><a name="IX_sorting_by_relevance"></a><a name="kanchor1209"></a><a name="IX_sorting_by_in_the_Find"></a><a name="kanchor1210"></a><a name="IX_sort_by_option"></a><a name="kanchor1211"></a><a name="IX_option_in_the_Find_Tool"></a>If you want search results to display in a specific order, you can select an option in the <b>Sort by</b> box. The sort option can be part of your user default settings when you are searching for a specific type of record. For information on setting a user default search, see <a href="Customize_the_Find_Tool_by_user.htm#XREF_49552_Customize_the_Find">Customize the Find Tool by user</a>. </p>
|
||||
<p>The available options in the <b>Sort by</b> box depend on the record. For example, if you are searching for a bibliographic record, you can select from the following sort options:</p>
|
||||
<ul type="disc">
|
||||
<li>Author</li>
|
||||
<li>Author, the Publication Date</li>
|
||||
<li>Author, then Title
|
||||
</li>
|
||||
<li>Call Number
|
||||
</li>
|
||||
<li>Call Number, then Author
|
||||
</li>
|
||||
<li>Call Number, then Publication Date
|
||||
</li>
|
||||
<li>Call Number, then Title
|
||||
</li>
|
||||
<li>Control Number
|
||||
</li>
|
||||
<li>Most Popular
|
||||
</li>
|
||||
<li>Publication Date
|
||||
</li>
|
||||
<li>Publication Date, then Author
|
||||
</li>
|
||||
<li>Publication Date, then Relevance
|
||||
</li>
|
||||
<li>Publication Date, then Title
|
||||
</li>
|
||||
<li>Relevance
|
||||
</li>
|
||||
<li>Title
|
||||
</li>
|
||||
<li>Title, then Author
|
||||
</li>
|
||||
<li>Title, then Author, then Type of Material
|
||||
</li>
|
||||
<li>Title, then Publication Date
|
||||
</li>
|
||||
<li>Title, then Type of Material
|
||||
</li>
|
||||
<li>Type of Material
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="XREF_48264_For"></a>Search String (For)</h2>
|
||||
<p>You specify the search string in the <b>For</b> box by typing one or more characters. Polaris ignores letter case, multiple spaces, and all punctuation (except quotation marks) entered in the <b>For</b> box. The search does consider special characters and diacritics. Consider the following when entering text in the <b>For</b> box:</p>
|
||||
<h2><a name="kanchor1212"></a><a name="IX_in_search_text_1"></a><a name="kanchor1213"></a><a name="IX_in_search_text"></a><a name="kanchor1214"></a><a name="IX_initial_articles"></a>Initial articles</h2>
|
||||
<p>If the <b>Use Initial Articles Table</b> checkbox is checked on the Settings tab, the initial article in a title is ignored or “stripped out” if that article is defined in the <a href="../../Administration/PDsearch/Defining_Leading_Articles.htm#XREF_82536_Defining_Leading" data-mc-conditions="Primary.Online,Primary.Hidden">Defining Leading Articles</a>). </p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Searching for <span style="font-style: italic;">The Great Gatsby</span> yields the same results as searching for <span style="font-style: italic;">Great Gatsby</span>. </p>
|
||||
<p>The checkbox is used when the search type is <b>Exact match</b> (either implicitly or explicitly truncated), and you are searching for the following records:</p>
|
||||
<ul>
|
||||
<li>Authority Records (Heading, Tracing/Reference)</li>
|
||||
<li>Bibliographic Records (Title and Series)</li>
|
||||
<li>Check In Records (Title)</li>
|
||||
<li>Claims (Title) (both for Acquisitions and Serial versions)</li>
|
||||
<li>Course Reserve Records (Title)</li>
|
||||
<li>Hold Requests (Title)</li>
|
||||
<li>ILL Requests (Title)</li>
|
||||
<li>Invoice Line Items (Title)</li>
|
||||
<li>Issue Records (Title)</li>
|
||||
<li>Item Records (Title and Series)</li>
|
||||
<li>Part Records (Title)</li>
|
||||
<li>Purchase Order Line Items (Title)</li>
|
||||
<li>Reserve Item Records (Title)</li>
|
||||
<li>Route Lists (Title)</li>
|
||||
<li>Selection List Line Items (Title)</li>
|
||||
<li>Serial Holdings Records (Title)</li>
|
||||
<li>Subscription Records (Title)</li>
|
||||
</ul>
|
||||
<h2>Reusing a search string</h2>
|
||||
<p>All the search strings you type in the <b>For</b> box are retained during a Polaris session. To use a search string for another search, select the string in the <b>For</b> box.</p>
|
||||
<p><span class="FM_BulletHead">Using an implicitly truncated search</span> - A title search for “bulletin” could be done using the following string: <b>bulle</b>.</p>
|
||||
<p class="NoteShade"><a name="kanchor1215"></a><a name="IX_using_in_phrase_and"></a><b>Note:<br /></b>If you can use an ampersand (&) in a search string for phrase and keyword searching, it is equivalent to the word <b>and</b>. The ampersand and the word <b>and</b> are not interchangeable for exact match or browse searching.</p>
|
||||
<h2><a name="kanchor1216"></a><a name="IX_using_wildcard_characters"></a><a name="kanchor1217"></a><a name="IX_using_wildcard"></a><a name="kanchor1218"></a><a name="IX_searching_using_wildcard"></a><a name="XREF_95558_Using_Wildcard"></a>Using Wildcard Characters in Searches</h2>
|
||||
<p>Wildcard characters are the special characters asterisk <b>* </b>or question mark <b>?</b>, which<b> </b>you can use in a search to represent the rest of the word in keyword and exact match - implicitly truncated searches. A wildcard character is not necessary after the search term in an exact match - implicitly truncated search because the truncation is implied. However, you may want to enter an asterisk before your search term if you are not sure if something comes before the search term. </p>
|
||||
<p class="NoteShade"><b>Examples:<br /></b><span style="font-weight: bold;">Keyword searching </span>- The entry <b>King*</b> for a keyword author search yields results such as <span class="FM_Emphasis">King</span>, <span class="FM_Emphasis">Kingsley</span>, and <span class="FM_Emphasis">Kingford</span>. The entry *King* for a keyword author search yields results such as <span style="font-style: italic;">Talking Heads</span>, <span style="font-style: italic;">Dykinga</span>, and <span style="font-style: italic;">Polkinghorne</span>. </p>
|
||||
<p class="NoteShade"><b>Exact match (implicitly truncated) -</b>The entry <b>material</b> for a selection list line item notes search gets no search results. However<span style="font-weight: bold;"> *material</span> finds the selection list line item that has the note: <b>This is printed music, but the material type is set to 28 Youth</b>. The search finds the results because it looks for <b>material</b> anywhere in the note.</p>
|
||||
<h2><a name="XREF_97631_Limit_By"></a>Limit By</h2>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The <b>Limit by </b>option is not available in Browse searches.</p>
|
||||
<p><a name="kanchor1219"></a><a name="IX_limiting_by_in_the_Find"></a><a name="kanchor1220"></a><a name="IX_entering_values"></a>You can limit your search to narrow the results. For example, you can search for a title and limit the format to <b>DVD</b>. Some <b>Limit by</b> options have pre-set selections in the <b>Value</b> box. For example, if you select <b>Language</b>, a list of languages appears in the <b>Value</b> box. But, if you select <b>Author</b>, you type the author’s name in the <b>Value</b> box. You must be precise when you enter free text in the <b>Value </b>box because there is no implicit truncation. When you enter only a part of the value you want to limit by, you must also enter an asterisk. </p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>If you are searching for item records by title, and you limit by <b>Current borrower</b>, type the patron’s name in the <b>Value</b> box in these formats:<br /><b><br />last name* <br /><br />last name, first name* <br /><br />last name, first name middle name<br /></b><br />You must include the comma and the wildcard character as shown. The last name alone will not work in the <b>Value</b> box.</p>
|
||||
<p>The specific languages listed in the <b>Value </b>box are set in the <b>MARC Language Scoping Display</b> policy table. This list is used if the Staff Client profile <b>Find tool: Use language scoping display</b> is set to <b>Yes</b> in Polaris Administration. See <a href="../../Administration/PDsearch/Setting_Language_Display.htm#XREF_14545_Setting_Language" data-mc-conditions="Primary.Online,Primary.Hidden">Setting Language Display</a></p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Setting Up SQL Searches</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Setting_Up_SQL_Searches.htm">Open topic with navigation</a>
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<h1><a name="XREF_20613_Doing_an_Sequel"></a>Setting Up SQL Searches</h1>
|
||||
<p><a name="kanchor1586"></a><a name="IX_SQL_searching_permissions"></a><a name="kanchor1587"></a><a name="IX_permissions_for"></a><a name="kanchor1588"></a><a name="IX_SQL_searching"></a><a name="kanchor1589"></a><a name="IX_Find_Tool_3"></a>You can do a search for records using Structured Query Language (SQL). SQL is a computer language used to create, modify, retrieve and manipulate data from relational database management systems, such as Polaris. In the Polaris Find Tool, SQL is used for data retrieval only. You cannot manipulate data in the Polaris database through SQL searching.</p>
|
||||
<p> To use all the options for SQL searching in the Find Tool, you must have permissions set in Polaris Administration. Separate permissions are required for accessing the SQL searching mode and saving search strings to the database. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Administration/PDpermiss/Permission_Strategies.htm#XREF_14878_Special">Special Permissions for SQL Searches in the Find Tool</a></MadCap:conditionalText>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can save text, even if it is not a legitimate SQL search, as a rough SQL template that users can use as a basis for searching. They can edit the search in the Search Criteria box without saving the changes to the template.</p>
|
||||
<p>In the Polaris Find Tool, the SQL query must use the following structure: <b>SELECT</b> <span style="font-style: italic;">Column</span> <b>From</b> <span style="font-style: italic;">Table</span> <b>Where</b> <span style="font-style: italic;">Limit criteria</span>. The column name must match the column name in the database. </p>
|
||||
<p class="NoteShade"><b>Examples:<br /><br /></b>To find item records without an assigned collection, type: <b>SELECT ItemRecordID FROM CircItemRecords WHERE AssignedCollectionID IS NULL</b><br /><b><br /></b>To find item records with no statistical code, type:<b>SELECT ItemRecordID FROM CircItemRecords WHERE StatisticalCodeID IS NULL</b><br /><b><br /></b>To find item records with the circulation status of Lost, type:<b>SELECT ItemRecordID FROM CircItemRecords WHERE ItemStatusID = 7</b><br /><b><br /></b><a name="kanchor1590"></a><a name="IX_searching_for_item"></a><a name="kanchor1591"></a><a name="IX_searching_for_temporary"></a>To find item records that have a temporary shelf location, type:<b>SELECT ItemRecordID FROM ItemRecordDetails WHERE TemporaryShelfLocation IS not NULL</b><br /><br />To find patron records where the registration expiration date is before or equal to October 31, 2009, type:<b>SELECT PatronID from PatronRegistration WHERE ExpirationDate <= '10/31/09'</b><br /><br /><br /></p>
|
||||
<p class="KeepWithNext">The <b>SELECT </b>command retrieves zero or more rows from one or more tables in a database. Commonly available keywords related to <b>SELECT </b>include: </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><b>FROM </b>- Indicates the tables from which the data is to be taken, as well as how the tables join to each other. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>WHERE </b>- Identifies which rows to retrieve, or applied to <b>GROUP BY</b>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>GROUP BY </b>- Combines rows with related values into elements of a smaller set of rows. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>HAVING</b> - Identifies which of the “combined rows” are to be retrieved. <b>HAVING</b> acts much like <b>WHERE</b>, but it operates on the results of the <b>GROUP BY </b>function. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>ORDER BY</b> - Identifies which columns are used to sort the resulting data. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>When the search results are displayed, you can print the results for a quick report. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../PIgetstart/Print_search_results_from_the_Find_Tool.htm">Print search results from the Find Tool</a>.</MadCap:conditionalText></p>
|
||||
<p class="KeepWithNext">See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Do_a_SQL_search.htm#XREF_62615_Set_up_an_SQL">Do a SQL search</a>
|
||||
</li>
|
||||
<li><a href="Search_using_a_saved_SQL_search.htm#XREF_50403_Search_using_a">Search using a saved SQL search</a>
|
||||
</li>
|
||||
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Use the context menu in the Find Tool results list</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Use_the_context_menu_in_the_Find_Tool_results_list.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_70449_Use_the_context"></a>Perform Actions on Records in the Find Tool Results List</h1>
|
||||
<p><a name="kanchor1076"></a><a name="IX_using_context_menu_from"></a>To perform actions on records from the Find Tool results list without opening the records:</p>
|
||||
<ol>
|
||||
<li value="1">Search for the record or records using the Find Tool. The records are displayed in the results list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Press the up or down arrow keys to locate the record, and press <b>SHIFT+F10</b> to open the context menu. Use the arrow keys to navigate through the context menu options, and press <b>ENTER</b> to select an option. For more keyboard shortcuts, see <a href="../../Administration/Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the record and right-click to display the context menu. The following options may be available depending on the record type:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Not all options are available for all types of records, and some options are available only for specific records. For example, you can check in serial issues from the Find Tool results list.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><b>Open</b><span class="FM_BulletHead"> -</span> Opens the record in the appropriate workform.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Place Hold - </b>Place a hold request for the title or item.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Preview - </b>See the brief bibliographic display, circulation statistics, and all the linked item records in one view. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Print</b><span class="FM_BulletHead"> - </span>Select <b>List View</b> to print the list of items in the results list, or select another option. Some records, such as bibliographic records, can be printed in the full or brief format. See <a href="../PIgetstart/Print_search_results_from_the_Find_Tool.htm#XREF_64370_Print_selected">Print search results from the Find Tool</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Add to record set</b><span class="FM_BulletHead"> - </span>Select one or multiple item, bibliographic, authority, or patron records, and add them to a record set. See <a href="../PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Links </b><span class="FM_BulletHead">- </span>Link to associated records. See <a href="Link_to_other_records_from_the_Find_Tool_results_list.htm#XREF_72648_Linking_to_Other">Link to other records from the Find Tool results list</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Delete</b> - Select one or multiple records and delete them.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Undelete</b> - Select one or multiple records marked for deletion and undo the delete.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Create</b> - Create other linked records.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Properties</b> - Display a dialog box with information about the record.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Add to Purchase Order</b> - This option is available for bibliographic record sets.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Add to Selection List</b> - This option is available for bibliographic record sets.</p>
|
||||
</li>
|
||||
</ul>
|
||||
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|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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</html>
|
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+80
@@ -0,0 +1,80 @@
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Finding Polaris Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIfindrec.fm" /><title>Using Find Tool Results Lists</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIfindrec/Using_Find_Tool_Results_Lists.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_88793_Using_Find_Tool"></a>Using Find Tool Results Lists</h1>
|
||||
<p><a name="kanchor3935"></a><a name="IX_retrieving_all_records_2"></a><a name="kanchor3936"></a><a name="IX_retrieving_all_records_1"></a><a name="kanchor3937"></a><a name="IX_retrieving_all_records"></a>Once the search results are retrieved, you can scroll through the list to display additional records, or press <b>CTRL+SHIFT+A</b> to automatically retrieve all records. The status bar displays <b>Done</b> and indicates the number of records retrieved. </p>
|
||||
<p>Depending on the Retrieval Limit set in the Find Tool Settings tab, the total number of records retrieved may not equal the number of records in the database that meet the criteria you entered. The default retrieval limit is set in Polaris Administration, but you can change it temporarily if the search is likely to exceed the retrieval limit. See <a href="Set_Find_Tool_results_limits.htm#XREF_70357_Set_a_record_limit">Set Find Tool results limits</a>.</p>
|
||||
<p>From the Find Tool results list, you can select records and open them, perform actions on the records by right-clicking and selecting options from the menu, link to other records, send the records to a record set, or print the results list for a quick report. </p>
|
||||
<p class="NoteShade"><a name="kanchor3938"></a><a name="IX_filtering"></a><b>Important:<br /></b>Search results, except for browse title and browse call number searches, may be filtered so the results list includes only those records that you have permission to access. For more information about setting permissions in Polaris, see <a href="../../Administration/PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Use_the_context_menu_in_the_Find_Tool_results_list.htm#XREF_70449_Use_the_context">Use the context menu in the Find Tool results list</a>
|
||||
</li>
|
||||
<li><a href="Link_to_other_records_from_the_Find_Tool_results_list.htm#XREF_72648_Linking_to_Other">Link to other records from the Find Tool results list</a>
|
||||
</li>
|
||||
<li><a href="Send_search_results_to_a_record_set.htm#XREF_41652_Send_search">Send search results to a record set</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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Reference in New Issue
Block a user