Searching for a Catalogue Item

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SEARCHING FOR A CATALOGUE ITEM

Baslogue^® provides many different ways of viewing your catalogue items, and searching for a particular item. While not all may be specifically related to searching, they all help you view the data differently, which can make it easier to find what you are looking for.

There are different ways of changing how your data is viewed:

Column Order and Width
Sorting
Grouping
Filtering

These methods are described below. They are not mutually exclusive - more than one methods can be performed at the same time. The examples below show the Catalogue Tab, but all of the methods described can be performed on the Clients Tab as well.

COLUMN ORDER AND WIDTH

You may reorder the columns by clicking on a column heading and dragging it to a new location; and
You may resize a column by clicking on the area between the columns, and dragging it to a new size. Double-clicking between the column heading will auto-size the column to the left.

SORTING

You may sort by one or more columns. To sort by the first column, simply hover the mouse over the column heading and click anywhere in the heading except for the blue button that appears in the far right of the heading. This blue button is used for Filtering - see further below.

Once you have sorted by the first column, you will see a symbol in the far right of the column header (see area circled in red below):

If you click the column heading again, the sort order will change from ascending order to descending order:

If you then hold down the Shift key and click on another column heading, it will perform a secondary on that column while maintaining the primary sort on the original column. Note below how the primary sort is on Status, but the secondary sort is on Client, which means that within the Currently on Loan items the items appear sorted by Client.

If you do not hold down the Shift key and then click on another column heading it will cancel all other sorting and only sort by that column.

To remove the sorting from a column, hold down the Ctrl key and click on that column's heading.

GROUPING

Another way of viewing the data is to group by the data in a column. To do this you simply click down on a column heading and drag that column heading to the grey area above the column headings which reads "Drag a column header here to group by that column" and then release the mouse button. The below example shows the catalogue items grouped by the Client column. You can expand and collapse groups - this example shows all group values expanded except for the empty value.

You may group by more than one column. The example below shows the primary grouping of Author's Surname, with a secondary grouping of Author's First Names. The expanded rows show that there are two different authors with the same surname of "Westphal". Note that you can adjust the sort order of the grouped columns the same as you did above in "Sorting" - by clicking on the column headings, which are now in the "group-by box" area.

To cancel the sorting, drag the column headings back to their original locations (or to a new location).

FILTERING

All of the above methods simply present your data in a different way - but you still have all of the data showing (although some data may be collapsed inside a group). To really find what you are looking for, sometimes it is best to restrict what data is actually being displayed. This is called filtering the data.

There are two way to perform filtering:

Using the Search Bar
Using the Search Drop-down list in a column heading

OPTION 1 - USING THE SEARCH BAR

In Baslogue^® you can do filtering by using the search bar which is location at the top of the grid area, just underneath the column headings:

When you click into this area, the burgundy coloured area goes away, and is replaced by fields that you can enter values into. Here is an example where the user has click into the Item Name field:

Now you can start typing values into this field, and the available rows in the grid will reduce based on the search values you enter. For example, the user types in the value "jungle" and only the following items are displayed - because these item names are the only items that begin with the word "jungle":

The above example only shows those lines that start with "jungle". What is you want to find those items with the word "jungle" anywhere in the title? To do this, place an asterisk (" * ") at the start of the search value. For example, the following search returns two extra items:

You may refine your search by adding search values in other column - for example, below the user has refined the above search by searching for the Author "Hare":

When you are done with searching and what to return to the full list, you can either clear out all of the search values, or simply click on the red cross in the bottom left-hand corner of the grid.

Note that a special filter can be applied by selecting the Show Overdue Items button.

OPTION 2 - USING THE SEARCH DROP-DOWN LIST IN A COLUMN HEADING

If you hover the mouse over a column heading you will see a small button appear in the far right of the column heading (see the area circled in red below):

If you click on this button you will see a list of values used in this column. You can then select one or more of these values:

You will then see only the items that match one of these values. The Filter Status panel (see below) will show the criteria that has been set, while the search will only show the first values selected. You may do this on multiple columns to refine your search further.

Click the red cross in the Filter Status panel above to clear all filters that have been applied.