Custom Searching

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The custom search feature allows you to develop complex searches of ILLiad requests, users, and events as well as save the custom search queries, re-load previous searches, and export results. When building a custom search query string, the parameters are constructed through the use of filters and conditions. Additional parameters can be added to refine the search results through the use of groups.  

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Adding Filters 

The filter options act as a logical operation that combines conditions to compare and narrow down the results. 

  1. To add a filter to your query or to change the default filter, click the red And and choose from the list of filters.
    • The filter rules apply to each condition listed under the filter option.
Filter Option Output Definition Example

And

Includes results that meet all the conditions listed.

And.png

Results will only show if the transaction number is less than 5 and the request type is loan.

Or

Includes results that meet at least one or all of the search conditions. 

Or.png

Results will display all request type loans and transaction numbers less than 5. This means a transaction number that is less than 5 but has a request type article will be added to the results since it meets one of the conditions. 

Not And

Does not include results if it meets the conditions of both criteria. 

NotAnd.png

Results will be shown for transactions whose loan date is greater than 2019 or the loan Publisher contains Atlas unless the transaction loan date is greater than 2019 and the publisher is Atlas then the transaction will be filtered out. 

Not Or

Does not include results of any conditions listed. The filter will assume the opposite results. 

NotOr.png

Results will include all transactions unless they have a loan date that equal 2019 or a loan publisher that contains Atlas.

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Adding Groups

Groups allow you to add more refined search conditions to the previous results. They are subset filters from the main results filter. Groups allow you to use a separate filter from the main filter. For example, if the main filter is an And filter, you can add a group that uses the Not And filter. 

  1. To add a group to your query, click the red And, then select Add Group
  2. Remove a group by clicking And and selecting Remove Group.

For example, see the image below. There are two filters that will And (otherwise known as add together) the first two conditions ([Transactions.TransactionNumber] Is less than 50 and [Transactions.TransactionNumber] Is greater than 5). Then there is a group that will take the results of any transaction number less than 50 but greater than 5 and Not and (otherwise known as not include the criteria of) the final condition ([Transactions.RequestType] Contains Loan) to filter the results even further. The final results will then display in the grid below only including transaction numbers 5-50 whose request type is article. 

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Adding Conditions

Once the filter options have been set, the conditions will help determine what information is being pulled in and what it's being compared to. Custom searches can contain several conditions to define search results.

Conditions are made up of three elements; the Database Field, the Value Designator, and the Value.

Conditions.png

  1. Click the (plus) symbol or click the red And, then select Add Condition to add conditions to your custom search.
  2. Click on the blue Table Field Value (e.g., Transactions.TransactionNumber) to view a list of possible values in the format databasetable.databasefieldname. These fields are pulled from the ILLiad Database Tables. Select a new field, then click Accept. See table options below:
    • Transactions
    • Users
    • Tracking
    • History
    • Notes
    • LenderAddresses
    • ShippingAddresses
    • CustomFlags
  3. To the right of the database field is a green value designator. Click the designator to select a new value, then click Accept.
    • Equals
    • Does not equal
    • Is greater than
    • Is less than or equal to
    • Is between
    • Equals
    • Does not equal
    • Is greater than
    • Is less than or equal to
    • Is between
    • Is null
    • Is not null
    • Is any of
    • Is none of
     
  4. To the right of the value designator, is the grey value field titled <enter a value>. To add a value, click in the field and type a value. When applicable, you can also select from available drop-down values.

Removing Conditions

  • To clear a line from your search, click the x to the right of the line.
  • To clear the entire query, click the Clear button. 
Once you have set your filters, groups, and conditions, don't forget to click the search button on the ribbon to update the query results. 

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Saving Results

Processing options are located on the ribbon above the filter control area. You can manipulate the results grid to make it easier to work with your results. The column 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.

  • Search query results can be exported to excel by right-clicking on any heading in the results grid, then select Export.
  • These queries can also be saved in a shared location by using the SharedCustomSearchesPath Customization Key, see Saving Custom Search Queries for more information on saving custom searches. 

 

 

 

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