Custom Search Files

Answer

Custom Search

 

What is it?

The custom search feature allows you to develop complex searches of ILLiad requests, users, and events as well as save the custom search queries, re-load previous searches, and export results. 

Accessing the Custom Search Feature in ILLiad

  • While on the Home tab, click the icon of a box with an arrow in the lower right hand corner of "Search Request"
  • Click Custom Request Search

Described in text

 

More information can be found here - Custom Searching – Atlas Systems (atlas-sys.com)

Creating a Search

  • Click the plus icon next to "And"
  • Click the table and field name in the blue text and select the field you want to query
  • Click Equals and select a different search parameter if you don't want Equals
  • Click <enter a value> and enter the values you want to search for
  • Click Search
  • The results will be displayed in the lower pane

The image below is an example of a search that will return all borrowing transactions that are overdue.

 

Saving and Loading Saved Searches

ILLiad saves custom search queries with the following file extensions:

  • Custom Request Search: .irrp
  • Custom User Search: .iurp
  • Custom Lender Search: .ilrp

Local custom searches default to a Searches folder that lives under the currently logged in user's My Documents folder (My Documents\ILLiad\Searches). The client Search and Load dropdowns are auto-populated with searches saved to this location. If you have saved searches to other locations you will need to manually move them to this folder in order to access them using the Save and Load dropdowns.

  • Last Updated Sep 24, 2024
  • Views 111
  • Answered By Lynda Sadusky

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