See also Query results.
Query is used to find a specific request or lists of requests and displays by default when the user logs in.
The Exact Query displays by default.
To view the Advanced Query options, click More Options.
The Side Menu displays a series of queues, statuses and pre-defined queries for requests.
The query returns either a single request or a request grid matching the search term or terms entered.
At any time, click on Query in the side menu to display the query options.
Note: It is not possible to configure which of these statuses display or do not display.
The list of the statuses that display and their definitions:
Status | Definition |
---|---|
Submitted | The request has been submitted. |
In Process | Staff is working on the request. |
Shipped | In a shared system, a loan has been shipped from one member library to another. |
Unfilled | The request has been updated with a reject code since the item cannot be supplied. |
Cancelled | The requester has canceled the request. |
Article Sent | The document has been sent to the requester. |
On Loan | The item is currently on loan to the requester. |
Overdue | The item on loan to the requester is overdue. |
Complete | The request has been updated as returned, damaged, or lost. |
The following options are available for Exact Query
To clear the value entered click Clear under the input box. The value in the drop down is also reset to the default, e.g., Request Number.
You can configure any of the following based on the staff group:
Note: To make changes to the values in the Exact Query drop down or any other configuration changes contact your local Relais D2D Administrator and specify the changes you want.
Multiple options are available for more advanced searches. These are:
You can enter multiple search criteria which are combined using AND logic.
Once you have made your selections and entered the values, click Search at the bottom of the page.
You can use a variety of date types, single dates, pre-defined date ranges to retrieve requests. Dates can be searched alone or in combination with other criteria.
Select from the drop down which type of date to search.
The following dates can be searched:
Once you have selected the type of date to search you may select a date or range of dates or a pre-defined date range.
To search for requests on a specific date, e.g., requests submitted on Dec 2, 2016, use the Date from calendar and select the desired date.
To search for requests from a specific range, e.g., requests with need by date between Jan 8, 2017 and Jan 15, 2017, use the Date from calendar and select Jan 8, 2017 then use the Date to calendar and select Jan 15, 2017.
If you prefer, you may use pre-defined ranges of dates rather than specific dates from the calendar.
There are multiple options to choose from:
Configure the Day range option
You can configure any of the following based on the staff group:
Tips when searching dates and ranges of dates
You can use information from the request such as title and author to retrieve requests. These values can be searched alone or in combination with other criteria.
Exact title
Enter the full title or the beginning of the title of the publication.
For example, to retrieve requests from "MODERN PYROTECHNICS; - FUNDAMENTALS OF APPLIED PHYSICAL PYROCHEMISTRY", enter "MODERN PYROTECHNICS"
Tips when searching Exact title
Title keywords
Enter one or more keywords from the title of the publication.
Author keywords
Enter one or more keywords from the author of the publication.
Tips when searching keywords
Call number
Enter the call number from the request.
Tips when searching Call number
You can use information about the requester, either your patron or another library, and the current supplier supplier to retrieve requests. These values can be searched alone or in combination with other criteria.
Supplier code
Enter the supplier code for the current supplier.
Tips when searching Supplier code
Library symbol
Enter the library symbol for the requesting library.
Tips when searching Library symbol
Patron ID
Enter the ID for your patron.
Tips when searching Patron ID
You can limit your search to a specific request type when retrieving requests. This value can be used alone or in combination with other criteria.
From the drop down select which Request type to search.
By default the Advanced options search and retrieve only open requests. (The default can be changed to search for all requests).
To search and retrieve all requests, click All requests, prior to executing the search.
By default when more than one request is retrieved the results display in a grid in Request number and ascending order. You can configure another option as the default.
You can change the field used for sorting, the list of Sort by options is:
Select which option to use for sorting before you click Search. Note that you can also change the sort order once the results grid displays.
In addition you can indicate whether to sort the results in Ascending or Descending order.
Note: To make changes to the drop downs or values for the Advanced Query options or any other configuration changes contact your local Relais Administrator and specify the changes you want.