Setting Up Search Filters

As you create vendors in Serials, you can accumulate many vendor records. To avoid manually scanning search results to find the vendor record you want, you can set up different search filters. A search filter is a type of search criteria or search limit so that Horizon returns a targeted group of records. (For example, you can set up search filters that return only vendors that you use more frequently.)

The search filters that you can set up for vendor record searching in Serials are the same for vendor record searching in Acquisitions. Be sure you coordinate with the person responsible for setting up Acquisitions features so that you set up search filters that work for both Serials and Acquisitions vendor searching.

When you set up search filters, you can enable any of the search filters that Horizon delivers, change a delivered search filter to meet your library needs, or create your own search filters by copying existing ones and enabling them.

After you enable a search filter for a vendor record, Horizon adds a “Search Filter” list to the related Search window. From this window, you can choose an enabled search filter by which to limit search results.

Here is an example of a Search window when you search for a vendor:

Horizon uses these pieces to construct a search filter, of which you should be aware:

Columns from a Horizon table or SQL view
SQL query string
Your search criteria

Here is how Horizon uses the table or SQL view name and the query string:

SELECT a list of columns FROM table or SQL view name WHERE search criteria produced by the search involved AND query string

From this depiction, you can see that Horizon must know the table or SQL view name before the searching even begins. This way, Horizon produces a search filter for that particular search. Because of this complex combination of knowing the correct Horizon table name and SQL query string, you should create a search filter by copying an existing one. This way, you should not typically have a problem discovering the table or SQL view name, or modifying parts of an existing query string.

This section explains these topics:

 


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