Item Group Editor–Status Only lets you search for items to create a new group. From your search results, you can choose any or all of the listed items. Your group can include any of the item records that exist in your library’s database.
To create a formal item group
1 | Activate the Item Group Editor–Status Only process. |
The default location of this process is the Administration\Group Editor Menu folder on the navigation bar.
Horizon opens the List Item Group Editor–Status Only window and a Compound Search window:
Note: If you are already in Item Group Editor–Status Only, you can choose one of the three search options from the File menu. However, if the List Item Group Editor–Status Only window already contains data, Horizon replaces the data when you do a new search. Unless you want to add criteria to a previous search by marking the Append List box, make sure that you finish working with any existing data in the List Item Group Editor–Status Only window before you start a new search.
2 | Highlight the search index in which you want to search. |
3 | Enter the term or code for which you want to search in the Search for field. |
4 | If you want to add another search parameter, do one of these options: |
• | Mark the AND button (to limit your search). |
• | Mark the OR button (to expand your search). |
5 | Continue adding search parameters until you enter all the search parameters that you want. |
6 | Click Search. |
Horizon opens the List Item Group Editor–Status Only window and displays the items in your collection that match your search criteria.
Note: You can choose File and one of the search options to perform new searches or to add to current searches. (For instructions, see Creating a New Item Group.)
7 | Highlight the items that you want to include in your new item group. (To highlight the entire list, choose Edit, Select All.) |
8 | Choose Group, Create Group. |
Horizon opens the Create Group dialog box:
If you have previously retrieved or created a group during this session, Horizon displays the name of that group in the Group Name field.
9 | Enter a new name for the group in the Group Name field. |
You can add a date as part of the name to help you keep your groups organized.
10 | Click OK. |
Horizon returns to the List Item Group Editor–Status Only window. You can now choose or edit the items in the group.
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