Search for records

To return records where your search term is located in a record's Summary Data field:

1. Select the Simple Search icon .

   A Simple Search workspace with a basic search form is added to the Workspaces bar. Here it is possible to search across all modules and records that you are authorized to access:

   

2. Select a module The management of a collection can involve a vast amount of information about collection objects / items, people and organizations, events, administration and more. This information is stored in modules (database tables) that are specific to the type of information: for instance, the Parties module stores information about people and organizations involved in some way with your collection. from the drop list:

   

3. Enter your search term in the Search field:

   

   Your search term can be as simple as a single word or it can be one or more of a range of search types (phrase, stemming, phonetic, etc.), employing wildcard characters, and case sensitivity for instance.

   If you are familiar with searching in EMu, you already know how to form a search phrase in Go as the same fundamental principles apply. You can find an overview of searching in Go below; and full details about types of searches and how to construct a search phrase can be found here.

4. Run your search by selecting the Search button.

   When your search is run, the workspace label changes from New Search to the name of the module searched and the number of records returned, e.g.:

   Parties (15)

   By default, your search results are presented in a table (Grid View), each row a record, and each column a field (or combination of fields); only a subset of fields is shown:

   

   From here it is possible to:

   1. Select the Simple Search icon to commence another simple search in a new workspace.

   2. Resize columns

   3. Sort records from highest to lowest; lowest to highest
   

   4. Change from Grid View to List View

   5. Options: Show / hide columns and change the order of columns

   6. View all available details for a record

When building a search term, options include:

• NOT: exclude records where this term appears in the search field.
• Phrases: return records which include an exact phrase in the search field.
• Phonetic: return records that contain terms in the search field that sound like the search term (can be useful with names).
• Case sensitivity: only return records where the case (upper / lower) of the search term matches the case in the search field.
• Wildcards: * (substituting for one or more characters), ? (substituting for a single character), and so on.

These search options can be used alone or in combination.

All of these searches employ special characters such as *, ?, ", @, !, ~ and =. Because Axiell Go is Unicode compliant, it is possible to search for these characters, and we must therefore indicate when their special meaning should apply. We do so by escaping these characters with a backslash (\).

Why we escape Special Characters in a search term

Unicode is a character set containing the characters of virtually every written language. Axiell Go is Unicode compliant which means that it is possible to represent and therefore search for almost any character, including punctuation and other special characters. We could, for instance, search for a single question mark (?) or for the @ character as part of a more complex string (fred@global.com).

Certain characters can have a special meaning when performing a search. A question mark can be used in place of a single character in a search term for instance: if we aren't sure whether an ise or ize spelling has been used (e.g. organise / organize), we could use a ? in place of the s/z, i.e. organi?e to search for both words.

However, because it is possible to search for a question mark in its own right, we need to tell Axiell Go when we want the special meaning of a character to apply.

Applying the special meaning of a character is done by escaping it, which we do with a backslash \.

For instance:

• A search for organi?e will attempt to locate the eight characters organi?e.
• A search for organi\?e takes advantage of the question mark wildcard and will locate both organise and organize.

Exceptions

• Searching an Attachment field: in EMu it is possible to enter a partial value in an Attachment search field (just a surname in Name: (Creator Details) for instance) and run the search; all records that match the value will be returned (if Wood is entered in the field, any record attached to someone with Wood somewhere in their name will be returned). In Go it is necessary to identify the specific attachment record (Wood, Gerard for instance) in the Attachment search field before running the search.
• For the moment, some additional features such as Also Search are not available.

Resize a column by selecting the column icon and holding down the mouse button. The cursor will change to indicate that the column can be resized:

Drag left or right to increase or decrease the width of the column, and release.

Select (click / press) a column header to sort records (lowest to highest; A to Z). Select again to reverse the order.

Any column can be used to sort records, but records can only be sorted on one column at a time.

Whenever records are sorted on a column, an arrow head displays beside the column name. The direction of the arrow indicates whether records are sorted in ascending or descending order. In this example records are sorted by IRN in ascending order (from lowest to highest, e.g. 1 to 100):

Search results are presented in a table (Grid View) by default (as shown above), or as a List View (showing Summary Data):

Options are enabled when Grid View is selected:

Grid settings allow you to modify the order of columns and determine which columns display:

• Column Order: change the order of columns in Grid View:
  • Drag and drop to reorder: select the hamburger icon in a row and drag; release.

    -OR-

  • Select the appropriate arrow head to move a column up or down the order:

    

• Show / Hide

  Select a row to show / hide a column (the tick toggles on to show and off to hide a column):

  

You've run a search and records are listed in Grid or List View showing a subset of fields. To view all data available for a record, select (click) the record to open a Details View on the right:

Select the Edit button to make changes to the current record.

Resizing the panels

The two panels can be resized1 Axiell Go version 9.1 onwards. by placing the cursor over the panel divider, holding down the left mouse button and dragging left or right: