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235:custom_filtering [2013/04/27 13:09] |
235:custom_filtering [2021/12/29 16:21] (current) |
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+ | **Custom Filtering of Saved Reviews** | ||
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+ | This version of MARC Global allows custom filtering of saved reviews. | ||
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+ | Some of us library people may not readily understand what the term ' | ||
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+ | To illustrate this new feature, this article will show you how to quickly design a filter that will find any saved review that mentions the 520 tag. | ||
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+ | 1. First, press the ' | ||
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+ | {{fb1.jpg|}} | ||
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+ | The ' | ||
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+ | 2. Now we need to add some conditions to filter on. Press the 'Add new condition' | ||
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+ | {{fb2.jpg|}} | ||
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+ | The fieldnames from the saved reviews are colored green, and as the 'Rev Id' is the first field in the table, it will always come up here by default. Its unlikely we can find the reviews containing a 520 by searching this field: | ||
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+ | We'll have better luck by looking in the Review name and Review Description fields. To change the fieldname in a condition, just click on it. | ||
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+ | 3. When we click on Rev Id, a dropdown menu appears: | ||
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+ | {{fb3.jpg|}} | ||
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+ | Select the ' | ||
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+ | 4. Now we have to enter some data to match. Click on the '< | ||
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+ | {{fb4.jpg|}} | ||
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+ | The ' | ||
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+ | This is probably the hardest thing to remember about how the Filter Builder works. And depending on your background, it may not be hard at all. | ||
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+ | 5. So, at this point, we can click the Apply button at the bottom to see what records match our filter. And when I do this, I get a view like the following: | ||
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+ | {{fb apply.jpg|}} | ||
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+ | Notice that our filter condition has been added to the bottom ' | ||
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+ | This looks OK; but I'm sure I have more reviews with ' | ||
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+ | 6. So, lets add a similar condition to look for 520 in the ' | ||
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+ | {{fb5.jpg|}} | ||
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+ | But after doing this, when I press Apply, I find my list of reviews has shrunk, instead of growing larger. And after just a moment (because we are the world' | ||
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+ | 7. So lets go back to the filter (by clicking on the Customize button again). Notice at the very top the word ' | ||
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+ | To correct this problem, simply click on the red ' | ||
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+ | {{fb-or.jpg|}} | ||
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+ | Now when I press Apply, I get quite a good list of reviews: | ||
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+ | {{: | ||