Basic searching in the Aeon client is done from the main screen. Requests, Users, and Activities can be easily searched for. Search for requests by entering data into the search boxes. Some search boxes search multiple database fields for the data and locate requests containing the data in one or more of those fields. You can view which database fields will be searched by hovering your mouse over the search boxes. You can also expand or narrow the scope of a search by using multiple search criteria. Results for searches appear in a separate form on the Home form so staff can easily flip between results without opening several forms.
- Enter your search criteria into one or more search boxes.
- Narrow your search results by limiting your search to only active requests.
- Click the bottom half of the Search icon and select Search Only Active Requests.
- Click the top half of the Search icon (the magnifying glass) to conduct your search (or strike the return/enter button on your keyboard).
- Search results display in a grid on a results form. If there is only one result, the Request form will automatically open for that record.
- If there are no results, or you want to refine your search, return to Search Requests by clicking the tab for the Home ribbon.
- You can clear the current search parameters by clicking the bottom half of the Search button and selecting Reset.
The results of the search are displayed in a grid on a new form titled Requests. Processing options are located on the ribbon above the results grid. You can manipulate the results grid to make it easier to work with your results. Columns can be reordered by clicking and dragging the column headings to the appropriate positions. Records can be sorted by column using the arrow and key icons in the column headings. Column width can be adjusted by clicking and dragging the lines that separate the columns or using the Best Fit feature. Requests can be opened by double-clicking on the request in the grid.
Fields Searched in a Basic Search
Basic request searches search fields in the Transactions and Users tables.
- Transaction Number: TransactionNumber
- User Information: Username, FirstName, LastName, ID, AltID, EmailAddress
- Citation Information: ItemTitle, ItemSubTitle, ItemAuthor, ItemISxN, ItemNumber, ReferenceNumber, EADNumber, CallNumber
Basic user searches search fields in the Transactions and Users tables.
- Username: Username
- Name: Username, FirstName, LastName
- ID: ID, AltID
Basic Activity searches search fields in the Activity and Users tables.
- Activity Number: ID
- Activity Name: Name
- User Information: Username, FirstName, LastName
Limiting Results to Active Requests
Default request searches can be limited to only those requests that are currently active, removing cancelled, merged or finished requests from search results. After entering your search criteria, click the bottom half of the Search icon and select Search Only Active Requests.
Multiple Search Criteria
Automatic Searching of Multiple Fields in the Database
Many of the edit boxes within the Search Requests and Search Users groups, along with the User Information box in Activity searching, search from several fields in the database to increase the effectiveness of a search. For example, if you are searching for Users and you decide to search by Name, Aeon will search the LastName and FirstName fields for your search results. Hovering the mouse over the edit box you want to search displays a list of all the fields searched for that edit box.
Searching with Multiple Search Criteria
You can also enter more than one search term in the Search Requests and Search Users boxes when performing a basic search. For example, if you are searching for Users you can enter two or more values in the User Information edit box, such as a value for ID and a value for AltID, and the database will return results based on those values. You can also enter values in more than one edit box in a search group, for example, the User Information and Citation Information edit boxes.