Creating, Editing, and Deleting Saved Search Templates

To create, edit, or delete saved search templates, you must be assigned permissions 018 (Create lists) and 641 (Create Lists Template Administration).

Template Administrators must be assigned permissions to view and manipulate the record types with which they work. Such permissions include 101 (View bibliographic records), 121 (View item records), 104 (Update bibliographic records), 124 (Update item records), and so forth. See Permissions Used by Sierra for more information.

Sierra's search templates functionality enables you to:

See also:
Working with Saved Search Templates
Using Saved Search Templates in Limited Users Mode
Specifying Search Criteria

Creating Saved Search Templates

To create a saved search template:

  1. Choose Create Lists from the Function list.
  2. Change to the Saved Searches tab.
  3. Choose the New button at the bottom of the list of saved searches.
  4. Select (check) the Template check box at the top of the window.
  5. (Optional) Select the Include Record Information check box to include the specified search range or review file as part of the saved search template.
  6. Specify your search criteria.
  7. Choose Save to save your criteria.
  8. Enter a name for the template or choose from the existing saved search template names, then click the Save button in the Enter Query Name for Saving dialog box.
  9. Choose YES to confirm saving.

Editing Saved Search Templates

To edit a saved search template:

  1. Choose Create Lists from the Function list.
  2. Change to the Saved Searches tab.
  3. Choose the search to modify by selecting its row. The search criteria appear in the top portion of the tab.
  4. Choose the Edit button. The Editing Query window appears.
  5. (Optional) Select the Include Record Information check box to include the specified search range or review file as part of the saved search template.
  6. Specify additional search terms, group or ungroup terms, or delete search terms, as needed.

Do not clear (uncheck) the Template check box or your changes will not be saved as a template.

  1. Choose Save to save your search template.
  2. Choose YES to confirm saving.

Deleting Saved Search Templates

To delete a saved search template:

  1. Choose Create Lists from the Function list.
  2. Change to the Saved Searches tab.
  3. Choose the search you want to delete by selecting its row. The search criteria appear in the top portion of the tab.
  4. Choose the Delete button.
  5. Choose Yes to confirm deletion.