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Saving Searches
If your library provides this feature, you can set up and save searches, and have them run automatically once a week or once a month. (You can also run a saved search manually, any time.) Each time a saved search is run, the search looks for results that are new since the last run. You might want to save a search even if the search produced no results, so you are notified of new materials that have arrived since the last time the search ran. Your saved searches can be viewed and edited at any time.
The results of saved searches are automatically sent by e-mail to an address you specify. The e-mail message includes the name and description of the search, the number of new titles found, and the call number, author, and title of each new item. Each entry for a new item includes a See Search link, which you can select to launch a search for the new item in the online library catalog.
Note:
The library limits the number of titles returned for a saved search that runs automatically. The usual limit is 500 titles.You may have multiple saved searches scheduled to run at different frequencies. In this case, you receive an e-mail message listing the results for the weekly searches, and a separate message listing the results for the monthly searches.
You need a library account number and password to save searches. For more information about setting up a patron account, see "Setting Up a New Patron Account".
Important:
When you save a search, the search information is associated with your patron account. If you have concerns about your privacy as a library patron, contact the library for specific information about the library's privacy policies.Set up and save a search
Follow these steps to set up and save a search.
- Set up and run a keyword, phrase, exact phrase, advanced, or Boolean search. See "Searching".
The search results are displayed. This set of results, even if it contains no titles, is the base set for the first automatic search, which looks for titles that are new since this search was run. Each subsequent automatic search looks for titles new since the last time the search was run.
- Click Save Search in the search bar.
- If your barcode number (library account number) and password are requested, type the barcode and password in the appropriate boxes, and click Log In to submit the information. See "Logging In and Out".
Note:
If this is the first time you have saved a search, a consent message may be displayed. Read the message, and if you want to continue, click Yes.You are logged in to your patron account, and the Save Search form is displayed on the page.
- Fill out the fields on the Save Search form as follows:
- Search name - Type a name to identify the search in your list of saved searches.
- Note - Type a brief phrase to help you remember details about the search (optional).
- Email results to - Type any e-mail address to receive the results.
- Email format - HTML or plain text. Select the format you prefer for e-mail. Your selection applies to all your saved searches.
- Email if no results - Check the box if you want to receive an e-mail when an automatic search returns no new results.
- Search frequency - Specifies how often the saved search is automatically run (Weekly, Monthly, or Suspend). The library schedules the automatic run. Select Suspend if you want to save the search to use later, but do not want regular results at this time. You can edit the setting to a different frequency later, or run the search manually when you choose. See "View and edit saved searches", and "Run a saved search manually".
- Number of times to run - Type the number of times that the saved search should be run automatically. The library sets a maximum number for this setting.
Note:
The Search command line displays your search as a search command. You cannot edit this command.Important:
Protect your privacy. If you see your name and a Log Out link at the top of the page, you are logged in. Be sure to click Log Out before you leave the computer.Related Information
Viewing, editing, and deleting saved searches - See "View and edit saved searches" and "Delete a saved search".
Run a saved search manually
You can run any saved search manually, instead of waiting for the next automatic run. When you run a saved search manually, the run counts toward the total number of times the search is to be run, which you specified when you saved the search. Follow these steps to run a saved search manually.
- Access your saved searches by one of the following methods:
- If your library provides the single log-in feature, log in to Polaris. See "Log in and out".
A brief list of your most recent saved searches is displayed in the dashboard area at the side of the page. As long as you remain logged in, the list is displayed.
If you logged in at this time, the Saved Searches page from your patron account is also displayed.
Note:
You can display the Saved Searches page at any time by clicking Show All in the Saved Searches dashboard.
- Run a search manually by one of these methods:
- In the dashboard, click the triangle
by the search you want to run.
- On the Saved Searches page of your patron account, click the name of the search you want to run, and click Search on the search form.
The search results are displayed (refer to "Viewing Title Information").
Important:
Protect your privacy. If you see your name and a Log Out link at the top of the page, you are logged in. Be sure to click Log Out before you leave the computer.View and edit saved searches
You can view and edit your settings for saved searches any time. Follow these steps to view and edit your saved searches.
- Display the complete list of your saved searches by one of these methods:
- Click Show All beneath the Saved Searches list in the dashboard area at the side of the page. This list displays only if you are logged in.
- Select Saved Searches in the Patron Account submenu. You must log in to access the Patron Account submenu.
The Saved Searches page in your patron account includes the settings you specified when you saved each search, and the current status of the search.
- Click the name of the search in the Saved Searches dashboard, or in the Saved Searches page of your patron account.
- Edit the fields on the Save Search form. For a description of the fields, see "Set up and save a search".
Note:
The Search command line displays your search as a search command. You cannot edit this command. To change the search command, set up and run a new search, then save the search (refer to "Saving Searches").Important:
Protect your privacy. If you see your name and a Log Out link at the top of the page, you are logged in. Be sure to click Log Out before you leave the computer.Delete a saved search
You may want to delete a saved search when it is no longer useful to you, or when you have reached the maximum number of searches the library allows you to save. Also, when a search has been run the number of times specified, it becomes inactive but it is not automatically deleted from your saved search list. If you have many inactive searches, consider deleting some to make room for new searches. Follow these steps to delete a saved search.
- Display the complete list of your saved searches by one of these methods:
- Delete searches by one of these methods:
- In the Saved Searches dashboard, click
by the name of the search.
- In the Saved Searches page of your patron account, select the check boxes for the searches you want to delete, and click Delete Selected Search. To delete all searches at once, select Delete All Searches.
A message asks you to confirm the deletion. Click Yes to delete the search, or click No to cancel the deletion.
Important:
Protect your privacy. If you see your name and a Log Out link at the top of the page, you are logged in. Be sure to click Log Out before you leave the computer.
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