StaffGuide: Sierra

System status, news, and tips and tricks

Create Lists Policies

Create Lists Documentation and Training Materials

Saving Your Search Strategy

There are multiple ways to save and recreate your search and begin right back where you started:

  1. Save your search strategy and re-run it another time. 
    1. Go to your list / review file.
    2. Click Search.  You’ll get a scary dialog box, “Warning: You are about to over-write the contents of this review file.”  It’s okay.  Click Yes
    3. On the Search Builder page, click Use Existing Search.
    4. Find your review file number in the list and select it.
    5. Now you can click Save. This will allow you to save the search strategy to re-run at another time.
      Please name the saved search with your initials first, example mejstoragesearch. 
    6. To re-run the search, find an empty list, click Search, and then Retrieve Saved Query.
  2. Another way to save: Copy the JSON values to a text file.
    1. Go to your list / review file.
    2. Click “Show Info.”
    3. Click the tab for JSON. 
    4. Copy the JSON search into your clipboard; paste it into a plain text document.
    5. To re-run the search, find an empty list, click Search, and then paste your JSON into the JSON tab.
  3. An even lower-tech way: take a screenshot.
    1. Go to your list / review file.
    2. Click “Show Info.”
    3. Grab a screenshot.  Make sure the pertinent columns are wide enough to read later.