- Open the Find Tool
- Select Item Records
- Select Basic Search
- Select type of search (Title, Author, Subject, etc.) (See “Type of Search for Item Records” – Create new Page)
- Type of search determines options for how to search. Selecting title gives you options to search by
- Exact
- Exact (*)
- Keyword (All)
- Keyword (Any)
- Phrase
- Type of search determines options for how to search. Selecting title gives you options to search by
- An “*” may be used as a wildcard
- After typing in search words, results appear in the list below.
- Select the result from the list, then click Open.
Searches can be filtered by a variety of options, which can be viewed by clicking the hamburger stack menu next to the magnifying glass:
You can select multiple fields to filter by clicking the + sign.
The column settings can be changed and are stored by the user. Click the hamburger stack menu next to the magnifying glass to see all the column options:
You can select what displays and the order it displays on the screen.
Items results can be added to a record set. Add select items, by checking the box next to the items and then clicking “Add to Record Set.” All items in the search results can be sent to a record set by clicking on the suitcase icon next to the magnifying glass in the search bar. Click the suitcase and a pop up window appears asking you to create a name for the record set. After creating the record set, the suitcase will be highlighted in green. Click the magnifying glass to initiate the search. A confirmation will appear that the record set was created and will prompt you to open the record set.
