Create Lists sidebar menu contains all the Saved Searches, Saved Sorts, Saved Lists, and Saved Exports that members have saved over the years. Anchor
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Choose Create Lists from the Function list.
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The Saved Searches, Saved Sorts, Saved Lists, and Saved Exports are located on the sidebar under Review Files.
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Saved Searches
Search criteria are specified to define the records added to the review file in Create Lists. The Saved Searches saves the search criteria or queries to be used anytime.
Reviewing All Saved Searches
Choose Create Lists from the Function list.
Click on the Saved Searches tab. Saved Searches are the same as Saved Queries.
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Choose a saved search to view by selecting a row under the Query. The search criteria are shown in the top portion of the tab under the word Classic. Tip: clicking on Query Name will change the Saved Searches to an alphabetical list.
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Using Saved Searches
A Saved Search is used before adding any search criteria. Highlight an empty review file by clicking on it. Click on the Search Records button.
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The Boolean Search box will open.
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The Review File Name will need to be filled out. See the Sierra Create Lists Best Practices to help with the naming convention. Store Record Type will need to be changed to match the Saved Search or Saved Query you want to use. In this example, we will use the Patron stored record type.
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Click on the Retrieve Saved Query button.
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Anyone can scroll through all the available searches. The Retrieve Query box will pop up. Choose a saved search to use by selecting a row under the Query. The search criteria are shown in the top portion of the tab under the word Classic. Click on the Select button. Clicking on Close will exit the Retrieve Query box.
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The search terms will appear in the review file. Click on any line to edit it, or add additional lines or terms. You can click the Search button to begin your search. The Save button allows you to save a search or query. However, it is best to review the Sierra Create Lists Best Practices guidelines, before saving your query. The Save As button allows you to save any new information as well as to rename a Retrieved Saved Query. In addition, the Save As button feature will create a new saved query and does not overwrite the original query. You can also save your search or query using the Create Lists - JSON Reusing a Search.
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Whether you choose Save or Save As, the Enter Query Name For Saving box will appear. You can give the search or query a new name, or choose from an existing name. Click the Save button. Note: If you choose from exiting names, the message on the confirm saving box will ask if you want to replace the existing query.
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The Confirm Saving box will show the query name. Click the Yes button to save the query. Click the No button to not save the query.
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Modifying Saved Searches
Choose Create Lists from the Function list.
Click on the Saved Searches tab. Saved Searches are the same as Saved Queries.
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Choose the search to modify by selecting its row. The search criteria appear in the top portion of the tab.
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Choose the Edit button.
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Sierra displays the Editing Query window. You can now modify your search by clicking on either line. The Insert and Append Line button will become active when you click on either term or line. You can click on either button to add additional search criteria.
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Note: Template is not associated with any print templates. This is used for regularly occurring searches having identical comparisons but different parameters. A Sierra template administrator is needed to save a search strategy for others to use.
Note: The Include Record Information is used to include the specified search range or review file as part of the saved search. This is normally only used if the search strategy should be run against an existing review file (instead of a Range).
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Whether you choose Save or Save As, the Enter Query Name For Saving box will appear. You can give the search or query a new name, or choose from an existing name. Click the Save button. Note: If you choose from exiting names, the message on the confirm saving box will ask if you want to replace the existing query.
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The Confirm Saving box will show the query name. Click the Yes button to save the query. Click the No button to not save the query.
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Deleting Saved Searches
Choose Create Lists from the Function list.
Click on the Saved Searches tab. Saved Searches are the same as Saved Queries.
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Choose the search you want to delete by selecting its row. The search criteria appear in the top portion of the tab.
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Choose the Delete button.
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Deleting Query dialog box will appear asking if you are sure you want to delete the query. It will also display the query or saved search title. Click the Yes button to delete the saved search. Click the No button to cancel deleting the saved search.
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Adding a New Saved Search
You can also add a new saved search or query when creating a review file. Also, it is best to review the Sierra Create Lists Best Practices or Guidelines before creating a new saved search.
Choose Create Lists from the Function list.
Click on the Saved Searches tab. Saved Searches are the same as Saved Queries.
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Click on the New button.
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The New Query box will appear. The Store Record Type will default to Bibliographic. The Include Record Information box will automatically be checked.
Note: The Include Record Information is used to include the specified search range or review file as part of the saved search. This is normally only used if the search strategy should be run against an existing review file (instead of a Range).
Note: Template is not associated with any print templates. This is used for regularly occurring searches having identical comparisons but different parameters. A Sierra template administrator is needed to save a search strategy for others to use.
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If you uncheck the Include Record Information box, that Range drop-down cannot be used. However, you can still add your search terms. When you go to use this saved search later, the range will automatically fill in with the current range information. Make sure to change the Store Record Type to match the records you would like to use in your saved search strategy.
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Whether you choose Save or Save As, the Enter Query Name For Saving box will appear. You can give the search or query a name, or choose from an existing name. Click the Save button. Note: If you choose from exiting names, the message on the confirm saving box will ask if you want to replace the existing query.
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The Confirm Saving box will show the query name. Click the Yes button to save the query. Click the No button to not save the query.
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Saved Sorts
Create Lists enables you to sort the list of records within a review file by any of the data elements the records contain. The first field you choose is the primary sort criterion, the next is the secondary criterion, and so on. You can specify a maximum of 32 different sort criteria. The system sorts the list in alphanumeric or chronological order, depending on the data type of the sort criteria. Records that do not include the specified sort field appear at the beginning of the resulting sorted list. For more information see Create Lists - Sorting a Review File.
Reviewing All Saved Sorts
Choose Create Lists from the Function list.
Click on the Saved Sorts tab.
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Choose a saved sort to view by selecting a row under the Sort. The search criteria are shown in the top portion of the tab under the words Sorting Fields. Tip: clicking on Sort Name will change the Saved Sorts to an alphabetical list.
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Using Saved Sorts
A Saved Sort is used before adding any sorting criteria. Highlight the review file you would like to sort by clicking on it. Click on the Sort Records button.
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When the Sorting Fields box appears, click on the Apply Saved Sort button.
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The Retrieve Sort box will appear. Choose a saved sort to use by selecting a row under the Sort. The search criteria are shown in the top portion of the tab under the words Sorting Fields. Click on the Select button. Clicking on Close will exit the Retrieve Sort box.
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This will add the saved sort to the Sorting Fields. Click on the Append or Insert buttons to add more sort criteria. Click on the Delete button to remove any sort criteria. If you have made any changes and want to save the new sort, click the Save This Sort button.
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The Enter Sort Name For Saving box will appear. Adding a new name will save a new sort. Choosing from the existing names will save any changes to the original sort. Click the Save button.
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Click the Yes button to save the sort. Click the No button to not save the sort.
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When using the Choosing from the existing names option, the Confirm Saving box has a message asking if you want to replace the existing sort.
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Modifying Saved Sorts
Choose Create Lists from the Function list.
Click on the Saved Sorts tab.
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Choose a saved sort to view by selecting a row under the Sort. The search criteria are shown in the top portion of the tab under the words Sorting Fields. Tip: clicking on Sort Name will change the Saved Sorts to an alphabetical list. Click the Edit button.
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The Editing Sort box will appear. Click on the Append or Insert buttons to add more sort criteria. Click on the Delete button to remove any sort criteria. If you have made any changes and want to save the new sort, click the Save or Save As button.
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When the Save button is used, the Confirm Saving box will appear. Click the Yes button to save the sort. Click the No button to not save the sort.
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Using the Save As button will bring up the Enter Sort Name For Saving box will appear. Adding a new name will save a new sort. Choosing from the existing names will save any changes to the original sort.
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When using the Choosing from the existing names option, the Confirm Saving box has a message asking if you want to replace the existing sort.
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Related Documentation
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Top of page. It is also possible to save searches with JSON, or to reuse a search in another review file.
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