How to run an additional search

• 13 records contain Term1
• 7 records contain Term2
• 2 records contain both Term1 and Term2

This can be illustrated as:

1. A search for Term1 returns 13 records.

   An Additional Merge (OR) search for Term2 will update the result set so that it includes all records which include Term1 OR Term2. The result set now has 18 records: the 13 records that contain Term1 (two of which also happen to contain Term2) and the remaining 5 records that contain Term2.

2. A search for Term1 returns 13 records.

   An Additional Subtract (Not) search for Term2 will remove the 2 records that include Term2.

   The result set has 11 records (if a record includes Term2, it is removed from the result set).

3. A search for Term1 returns 13 records.

   An Additional Intersect (AND) search for Term2 will reduce the result set to 2 records. Only records that include both Term1 AND Term2 will remain.

This example demonstrates how to run a search in the Parties module and then use the Additional Search functionality:

• To add records to a prior search
• To remove records from a prior search
• To qualify the results of a prior search

  Note: This example illustrates how to run additional searches in theory - don't try and run this example as your version of EMu will not include the records searched for.

1. Open the Parties module. Make sure that the Party Type is Person.
2. Enter Oxford University Press in the Organisation field on the Organisation tab.
3. Run the Search.

   In this example, 5 records are returned.

   We now run another search to add anyone from the Victorian Arts Centre to this record set.

4. Select File>Additional Search>Merge(OR) from the Menu bar.

   The module returns to Search mode.

   A message in the Status bar indicates: Holding 5 parties. These are the records from the prior search.

5. Enter Victorian Arts Centre in the Organisation field of the Organisation tab.
6. Click in the Tool bar to run the additional search.

   In this example 12 Victorian Arts Centre records in the database are added to the 5 Oxford University Press records giving a total of 17 records.

This time we use the Additional Search function to remove the Victorian Arts Centre records from the returned record set.

1. Select File>Additional Search>Subtract(Not) from the Menu bar.
2. Enter Victorian Arts Centre in the Organisation field of the Organisation tab.
3. Run the search.

   Once again there should only be 5 records.

And finally we'll run the Additional Search function so that only parties from Oxford University Press who also have a Role of Cash Management are returned.

1. Select File>Additional Search>Intersect(AND) from the Menu bar.
2. Enter Cash Management in the Roles field.
3. Run the additional search.

   Only parties who are from Oxford University Press AND who have a Cash Management role are returned - in this example there are only 3 matching record returned.

   Why use Additional search?

   Obviously, the same result would be achieved by entering Oxford University Press in the Organisation field and Cash Management in the Roles field and then running the search.

   The value of the Intersect(AND) search is that you progressively filter your search as you proceed.