Saved Searches (Create Lists)

Owned by Lloyd Chittenden, created
Last updated: Jul 10, 2023
8 min read

A search setup can be saved in Saved Searches, so it can be reused in another file in the future. This allows you to avoid holding on to a review file when you only need to keep the search strategy.

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Saving a search from a file

If you have a search strategy in a file that you want to save to use again

  • Select your search in Create Lists and click

  • Next click the button

  • From there you can and to save your search

  • and work just like with a document. will overwrite an old version with the current one, and will give you a chance to create a new save with a new name.

Managing Saved Searches

Searches saved from review files can be managed in the Saved Searches tab in the menu in the left column.

Click on the Saved Searches tab.  Saved Searches are the same as Saved Queries.

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. This is almost always required to find a query.

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Using Saved Searches 

Highlight an empty review file by clicking on it. Click on the button.

The Boolean Search box will open.

The Review File Name will need to be filled out.

Info: Start the name with your library’s code. If you are using a shared login, include your name in the search name.

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.

Click on the button.

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 button. Clicking on will exit the Retrieve Query box. 

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 button to begin your search. The 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 button allows you to create a new saved search with a new name. Another method to save a search is Create Lists - JSON Reusing a Search. 

Whether you choose or , 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 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.

The Confirm Saving box will show the query name.  Click the button to save the query.  Click the 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.

Choose the search to modify by selecting its row. The search criteria appear in the top portion of the tab.

Choose the button.

Sierra displays the Editing Query window. You can now modify your search by clicking on either line. The and buttons will become active when you click on either a term or line. You can click on either button to add additional search criteria.

Specify additional search terms or delete search terms, as needed. Choose to save your search. The button allows you to save any new information as well as to rename a Retrieved Saved Query. In addition, the button feature will create a new saved query and does not overwrite the original query. The button will remove any changes made to the search or query.

Whether you choose or , 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.

The Confirm Saving box will show the query name. Click the button to save the query. Click the 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.

Choose the search you want to delete by selecting its row. The search criteria appear in the top portion of the tab.

Choose the button.

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 button to delete the saved search. Click the 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.

Click on the button.

The New Query box will appear. The Store Record Type will default to Bibliographic. The Include Record Information box will automatically be checked.

If the Include Record Information box is checked, the Range drop-down cannot be used. However, it is very rare that you would want to limit your future searches to the records that exist now. 

If you leave Include Record Information box unchecked, then the range will automatically fill in with the current range information when you use the search in the future.

Make sure to change the Store Record Type to match the records you would like to use in your saved search strategy.

Whether you choose or , 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 button.

The Confirm Saving box will show the query name.  Click the button to save the query.  Click the button to not save the query.

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Related Documentation

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