Creating a New Item Group

Item Group Editor lets you search for items to create a new group. Item Group Editor uses a compound search as its initial search screen, but you can also search using a simple search screen or a Where clause. (For instructions, see “Using the List Search Window” in the “Getting Started” chapter of the System Administration Guide.) You can also handpick items from your search results to assure that your group contains only those items that you want it to contain. Your group can contain any items that exist in your library’s database.

To create a new item group

1 Start the Item Group Editor 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 window and a Compound Search window:

Note: If you are already in Item Group Editor, you can choose one of the three search options from the File menu. However, if the List Item Group Editor 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 window before you start a new search.

2 Highlight the search index in which you want to search.

You can search for multiple items on these indexes:

Barcode. Use wild cards to search for a range of items.
Bib#. Use wild cards to search for a range of bib records.
Item#. Use wild cards to search for a range of item numbers.
Location. Click Show Codes for a list of valid location codes.
Collection. Click Show Codes for a list of valid collection codes.
Call No. Use wild cards to search for a range of call numbers.
Source. Enter the code for the item supplier.
Price. Use wild cards to search for a range of prices.
Notes. Enter words or phrases from the bib record note field.
Itype. Click Show Codes for a list of valid circulation types.
Item Status. Click Show Codes for a list of valid statuses.
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 window and displays the items in your collection that match your search criteria.

Note: If Horizon does not find items in your collection matching your search criteria, a Search Message box opens telling you that nothing was found. Click OK to return to the Compound Search screen and enter new search criteria.

7 If you want to refine your search or start a new search, do one of these options:

To use an SQL statement search

To do a Boolean search

To do a basic search

1 Choose File, Where clause.

If you choose the Where clause when Horizon is displaying the results of your current search, the parameters for the first search display in the Where clause field.

2 If you want to, do one of these options:
To refine the search results, add to the parameters and click Search.
To use different parameters, delete the displayed parameters and start a new search.

(For instructions, see “Using a Where Clause to Search for Rows” in the “Horizon Table Editor” section of the “Getting Started” chapter of the System Administration Guide.)

1 Choose File, Compound Search.

This lets you perform Boolean searches using the AND and OR operators.

If you choose the Compound Search when Horizon is displaying the results of your current search, Horizon displays the parameters from the first search in the Search String window.

2 If you want to, do one of these options:
To add to the previous search parameters, mark the Append List box. Then add to the parameters and click Search.
To use different parameters, click Clear Search String and start a new search.

(For more information, see “Doing a Compound Search” in the “Horizon Table Editor” section of the “Getting Started” chapter of the System Administration Guide.)

1 Choose File, Search.
2 Highlight the index that you want to use.
3 Enter the search term that you want to use.
4 Click OK.

Note: When Item Group Editor is open, you can choose File and one of the search options at any time to perform new searches or to add to current searches. (For instructions, see “Using the List Search Window” in the “Horizon Table Editor” section of the “Getting Started” chapter of the System Administration Guide.)

8 Highlight the items in the List Item Group Editor window that you want to include in your new group. (To highlight the entire list, choose Edit, Select All.)
9 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.

10 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.

11 Click OK.

Horizon returns to the List Item Group Editor window.

You can now choose, archive, or edit the items in the group.

 


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