Do a Basic Search for Records or Record Sets

Note:
You can set and save your own user defaults for the Find Tool.

To search for a record or a record set

  1. Open the Find Tool.

  2. Select the record type or record set.

  1. Select Basic Search.
  1. Select the search by access point or qualifier.

  1. Select the relation option. The options depend on the selected search by access point or qualifier.

    For example, if All keyword fields is selected as the access point, the selections are Keyword (All), Keyword (Any), and Phrase.

    If the search type supports implicit truncation, Exact (*) is selected by default.

  1. Enter the search term or select the search option (qualifier):

  • If the search access point does not have an associated list, type the search term. For example, if you search for a bibliographic record by Author, type the author’s name.
  • If a list is displayed, select the appropriate checkboxes. For example, if you are searching for record sets and select Type, you can select the record set type.

Note:
When multiple checkboxes are selected, an OR is implied between the selections.

  1. (Optional) Apply additional filters.
  2. Select to start the search.

The search results list is displayed.

  1. Select the record in the list, and select OPEN.

The record or record set workform opens.

  1. To return to the Find Tool results list, select RESULTS.

Note:
Only the icon appears on this button when displayed on a narrower screen or window.