User+Search+Helper

[[image:User_search_helper.gif]]User Search Helper
The User Search Helper is used to identify a user. Various search options are available. You can perform a keyword or browse search. If performing a keyword search, search options may include name, phone, email, user ID, and so on. If performing a browse search, you can only search on user name. If performing an Alt ID search, use the first part of the user’s Penn State email address. For example, Jane Doe’s email address is **psu123@psu.edu **, so her alt ID is psu123.

Up to eight search options can be specified for a single user search.
 * 1) Click the **User Search** helper.
 * 2) Under Type, select the type of search you want to perform. You have these options:
 * Keyword – Locates and displays user records that contain the terms you entered. Boolean operators, field qualifiers, and other search strategies can be used to narrow or expand your search. The search indexes that display are wizard specific.
 * Browse – Produces a list in the alphabetic vicinity of the term you entered. For example, a search on Jones J might return all users with a last name of Jones and whose first name begins with J.
 * 1) When performing a keyword search:
 * In the **Search For** box, type the text you want to use for the search.
 * Select the search option you want in the Index list. For example:
 * Name – Displays the user's name. You can perform a partial name search for users, but you must use a dollar sign ($) as the truncation symbol. SirsiDynix recommends including as many characters as possible before the truncation symbol so the resulting list of matching records is meaningful and concise. For example, searching for **smith, jo$** produces a more concise hit list than searching for **smith$** or **smith, j$**.
 * User ID – Displays the user ID.
 * Alt ID – Displays the Alt ID (alternative ID), which is the first part of the user’s Penn State email address. For example, Jane Doe’s email address is **psu123@psu.edu **, so her alt ID is psu123.
 * In the Library list, select the library to qualify your search. If the Library field contains a specific library name, only user records for that particular library are searched. If the Library field contains the ALL-LIBS selection, the user records of all libraries are displayed.
 * If you want to use multiple search options, do one of the following:
 * Click **AND** to search for user records using the AND operator. For example, a user record is considered a match if both the specified name and phone number are found in the user record.
 * Click **OR** to search for user records using the OR operator. For example, a user record is considered a match if either the specified name or phone number is found in the user record.

4. If performing a browse search: 5. Click **Search**. 6. If a list of users displays, select a user, and then continue the current process.
 * In the Search For box, type the text you want to use for the search.
 * In the Library list, select the library to qualify your search. If the Library field contains a specific library name, only user records for that particular library are searched. If the Library field contains the Full access to all libraries option, the user records of all libraries are displayed.


 * Notes**
 * Unicorn automatically converts the alternate ID to uppercase characters.
 * When performing a user search by phone number, be sure to remove all punctuation and spaces from the telephone number when entering it in the **Search For** box. For example, 6185551234 returns user records with the phone number formatted as (618) 555-1234 or 618-555-1234.

7/17/2007