The subset of records (the 'results set') that match the search criteria entered via the Filter Criteria box are displayed on the Search Results pane:

You can also save your search settings (i.e. search criteria and search filters) for reuse as saved searched, accessible via the Navigation Pane.

Saved Searches

Note. Use Record Collections to store commonly used collections of records.

You can save your search settings (i.e. search criteria and/or search filters) for reuse. When saving a search you can specify:

• Who has access to it (this determines which group in the Navigation pane the saved search appears in). Saved searches however can only be edited by the creator of the Saved Search or an assigned workgroup.
• Layout options.
• Filter rules.

Your personalised saved searches can be used for (for example):

• running commonly used searches to load commonly used subsets of a user's bookmarks or all records;
• quick access to commonly used resources, to publish class reading lists, bibliographies for a paper or related links lists for a research project;
• sharing useful searches with other members of a workgroup to which the user belongs.

Note. Saved searches save the search criteria NOT the list of records retrieved, so the search is performed every time a saved search is called.

Saved search are stored on the Navigation pane. You can remove and edit saved searches if required.

To save your personalised search

1. Enter the search query for your search via the Search Bar.
2. Run the search.
3. Select a Layout option (i.e. list, icons or thumbnails). (See Search Results Pane below.)
4. From the Search menu bar, click the Save Filter button:

The Edit Saved Filter Criteria dialog appears:

1. Complete the following fields:

• Filter Name. This is used to identify the search.
• Filter Query. This is the search striDeng.
• Expansion Rules. Define a rule set, if required (see Rule Set).
• Save in Workgroup. Select who can view the saved search.
• Notes. Add any notes to be stored with this saved search.

2. Use the Get filter + rules as string button if you wish to save the filter syntax plus any rules as a string (for example, to use in the Mappable Query Filter field):

3. When complete, click Save. The saved search is added to the relevant section in the Navigation Pane (see Navigation Pane).

To edit or remove a saved search

1. Hover over the saved search in the Navigation Pane.

2. To edit the saved search, click the Edit option and make and changes.
3. To remove the saved search, click the Delete option.

Navigation Pane

The Navigation pane provides a convenient way to store and run saved searches, including rule sets and faceted searches.

Context Menu

A 'context menu' of available of actions is available for any search item, by either right-clicking on the search item or clicking on the Edit icon (which appears when you hover over the search item):

Searches are stored under the following main sections:

• Personal. Shows your private saved searches by default. If you select the Show Bookmarks Search option in your Profile | Preferences, then your saved searches for bookmarks are also displayed. My Bookmarks provides searches to bookmarked records only. (See Bookmark Records.)

• Workgroups. Shows shared searches by workgroup (i.e. workgroups to which you are a member).

Standard subfolders include:

• My Favourites. A system-saved search that shows all records tagged Favourites. This is the default search when you first open the User View screen (can be modified via Your Profile).
• Recent Changes. A system-saved search that shows all records modified within the last week, most recent at the top. You can edit the time period in the Search Bar (e.g..’1 week ago’, ‘2 days ago’ etc.) or Advanced Search dialog.
• All. Shows all records.
• Saved Searches. User-defined Saved Searches are listed by name.

Sections can be further divided into user-created folders.

See Also:

• Database Summary for a description of the Database Summary View.
• Collections. For information on creating an ad-hoc collection of records. The primary difference between a saved search and a collection, is that a collection gives you more scope in grouping and saving records that might not normally go together.

The listed searches are the searches that are associated with the profile of the Heurist user. 

The different types of saved searches are indicated by the following icons:

To create a folder

You can create optional folders for storing related searches.

1. On the Navigation Pane, from the menu's right-click menu, click add.
2. Select New.
3. Select Folder, and enter a suitable name for the folder.

Search Results Pane

This pane has the following components:

The Records field shows the current number of records in your search results. The Display Options icons allow you to display the records as a list, as icons or as thumbnails. For example:

Note. If thumbnails haven't been created for records the record type icon is shown instead. Relationship records show the Relationship thumbnail.

If the results exceed 50 records (this setting can be changed via My Profile | Preferences), they are grouped into separate, selectable pages. You can scroll through or select pages using the Page scroll-bar:

Dependent on the Display option chosen, and whether the record is highlighted or not, a record has the following icons available:

Once the search results are displayed, the Search Results Menu Bar provides a number of options for managing the results.

• Selected. Provides options for managing all or a subset of your search results. (See Modify Data for additional details.)
• Collected. Allow you to create and manage record collections. The number of records in the current collection is shown against the menu option. (See Create Collections.)
• Shared. Provides options for sharing information about record with other workgroup members. (See Share Data.)

Selecting Records

Records can be selected by clicking on the record (avoiding any hyperlink, which will open the web page corresponding with the record (see Constructed Titles below).

Multiple records can be selected using either:

• Ctrl-click, to select non-contiguous records.
• Shift-click, to select a range of contiguous records.
• The Selected menu provides options for selecting all records, or no records.

Selected records are shown with a light blue background:

The record with the current 'focus' (i.e. appears in the View pane), is highlighted by an outline.

Tip: If the right-hand or left-hand panels are not visible, click on the small arrows either side of the panes.

Constructed Titles

The title of each record shown on the Results Page, whether top level or container, is constructed automatically from a concatenation of the fields using a title mask defined for the record type.

For example: a Book record may have a constructed title that consists of: 1. the title entered, 2. authors/editors, 3. year, along with suitable punctuation. For example:

Commerce During the Black Death, J. Rogers & P. Beckett (12012)

Constructed titles do not replace the reference title entered.  Constructed titles are used to provide a more informative title in search results. For example: 'Analytical Archaeology, Clarke, D.L. 1978' appears rather than just 'Analytical Archaeology' in the search results list. 

Constructed titles are not used for bibliographic output, which goes back to the original title entered. Constructed titles can also be edited, but they will revert to a new constructed title if the bibliographic record is edited. 

Note. If you consider that the constructed titles generated are not appropriate, change the title mask (if you are the Administrator) or inform the database administrator so that they can consider changing the mask used.

Some titles (e.g. bookmarked records) may also be hyper-links which open a separate web page if clicked on.

Records that are based on the URL record types, such as records imported using the Bookmarklet, are also hyperlinks.

Clicking on the title in this case opens the hyperlinked URL in a separate page. Therefore to select just the record, click outside of the hyperlink.

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