Basic Searching

In the Aeon Desktop Client, basic searches are performed using the search boxes on the Home ribbon. Three different groups of search boxes are available to search for requests, users, or activities. Some of the search boxes within each group search multiple database fields for the data and locate records 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 in the Aeon Client so staff can easily flip between results without opening several forms.

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In the Aeon Desktop Client, basic searches are performed using the search boxes on the Home ribbon. To perform a basic search:

1. Enter your search criteria into one or more search boxes in the Search Requests, Search Users, or Search Activities search groups.

2. For a request or activity search, optionally narrow your search results by limiting your search to only active requests or activities by clicking the bottom half of the Search icon () and selecting Search Only Active Requests/Activities:

   
   
   

3. Click the top half of the Search icon () to conduct your search (or press the Return/Enter button on your keyboard).

4. The results of the search are displayed in a grid on a new form titled Requests, Users, or Activities based on the type of search performed. If there is only one result, the Request, User Information, or Activity Information form will automatically open for that record:

   
   
   

5. If there are no results, or you want to refine your search, return to the search boxes 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:

   
   
   

Using Multiple Search Criteria

Automatic Searching of Multiple Fields in the Database

Many of the search boxes within the Search Requests and Search Users groups, along with the User Information box in the Search Activities group, 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 both the LastName and FirstName fields for your search results. Hovering the mouse over the search box you want to use displays a list of all the fields it will search:

Searching with Multiple Search Criteria

You can also enter more than one search term in the search 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 search box separated by a space or comma, 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 search box in a search group. For example, when searching for requests you can enter a value in both the User Information and Citation Information search boxes to simultaneously search for requests meeting both sets of search criteria.

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In the Aeon Desktop Client, results for searches appear in grids on separate tabs on the home form so staff can easily flip between results without opening several forms. See Sorting and Filtering Search Results Grids for general information on organizing the search results, or click on a search type below to learn more about working with each type of specific search results.

Request Search Results | User Search Results | Activity Search Results

Sorting and Filtering Search Results Grids

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 by clicking on the heading for that column or by using the key icon () in the column headings to access more detailed filtering options for that column:

  
  
  

• Column width can be adjusted by clicking and dragging the lines that separate the columns or by using the Best Fit option available in the menu that displays after right-clicking on a column:

  
  
  

• You can group search results by the values in a particular column by using the Group By This Column option available in the menu that displays after right-clicking on a column:

  
  
  

• To reset the grid back to the default layout, right-click on a column and select Restore Template Default from the menu:

  
  
  

• When grouping search results, the status bar continues to display the total number of search results found within the collapsed grouping. When filtering search results, the status bar displays both the total number of records found in a search and the number of results visible after filtering:

  

Request Search Results

Request search results will be displayed in the Requests tab: 

• Double-clicking on an entry in the grid will open up the Request form for the selected request.
• Printing, routing, cloning, and request association tools are also available in the Process ribbon at the top of the screen to easily process requests from the search results grid.
• Options for assigning or removing bundles to requests are available in the Bundles ribbon.
• You can select multiple requests in the grid and use the options in the Process or Bundles ribbon to batch process multiple requests at once.

User Search Results

User search results will be displayed in the Users tab:

• Double-clicking on an entry in the grid will open up the User Information form for the selected user.
• By default, blocked users are displayed in search results in red, and disavowed users are displayed in gray.

Activity Search Results

Activity search results will be displayed in the Activities tab:

• Double-clicking on an entry in the grid will open up the Activity Information form for the selected activity. 

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In the Aeon Desktop Client, the database fields queried for each search type will differ depending on which search boxes you use within the request, user, or activity search group to perform the search. The database fields queried by each search box available for each search type are listed below.

Request 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

User Search

Basic user searches search fields in the Users table.

• Username: Username
• Name: Username, FirstName, LastName
• ID: ID, AltID

Activity Search

Basic activity searches search fields in the Activity and Users tables.

• Activity Number: ID
• Activity Name: Name
• User Information: Username, FirstName, LastName

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