Skip to main content
OCLC Support

Save searches

Overview

With WorldShare Acquisitions, you can save searches related to orders, order items, invoices, and serial issues. Saved searches can be created for your own use or for use by other staff. You can also save known-item searches, eliminating the need to recreate search queries.

 Note: If you are performing frequent known-item searches for a specific pre-filtered set (e.g., not received items, subscriptions, etc.), it is highly recommended to use a saved search.

Types of saveable searches

Seven types of saveable searches - Table
Search Type Left Navigation Create Search on Show on
Orders Search Orders Orders screen Order Searches screen
Order Items Orders Order Items screen Order Item Searches screen
One Time Items Orders One Time Items screen Order Item Searches screen
Subscription Items Orders Subscription Items screen Order Item Searches screen
Missing Order Items Orders Missing Order Items screen Order Item Searches screen
Missing Issues Serial Issues Missing Issues screen Missing Issues Searches screen
Invoices Invoices Invoices screen Invoice Searches screen

Saved search examples

Saved search examples - Table
Name of Saved Search Type of Search Possible Search Criteria
ITEMS TO CLAIM 1st TIME Order Items
  • Order Date: More than ___ days ago
  • Shipping Type: Standard
  • Receipt Status: Not Received
ITEMS TO CLAIM 2nd TIME Order Items
  • Last Claimed Date: More than ___ days ago
  • Receipt Status: Not Received
ISSUES TO CLAIM 1st TIME Serial Issues
  • Expected Release Date: More than ___ days ago
  • Copies Received: 0
ISSUES TO CLAIM 2nd TIME Serial Issues
  • Last Claimed Date: More than ___ days ago
  • Copies Received: 0
ITEMS TO RENEW Order Items
  • Acquisitions Type: Subscription
  • Renewal Status: Not Renewed
  • End Date: More than ___ days ago
ITEMS PAID BUT NOT RECEIVED Order Items
  • Receipt Status: Not Received
  • Purchase Status: Paid
ITEMS RECEIVED BUT NOT PAID Order Items
  • Receipt Status: Received
  • Purchase Status: Not Invoiced, Partially Invoiced, Not Paid, Partially Paid
ORDERS TO BE PLACED Orders
  • Status: Open
INVOICES TO BE PAID Invoices
  • Status: Open

Save a search

You can save the following searches in WorldShare Acquisitions:

Order search

  1. On the left navigation, click Orders.
  2. Click Orders > Search.
  3. (Optional) Use the search box to search through orders.
    1. Type the search term in the box.
    2. Click Search or press <Enter>.
  4. (Optional) Apply filters to orders.
    1. Click the filter name.
    2. Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
    3. Click Apply. Once the filter is applied, you can hover over the filter name to view the selected values.
  5. Click Save Search.
  6. On the Save Search window, enter a name for the search.
  7. Click Save. The search name appears in the page title and displays in a search tab.

Order Item, One Time Item, Subscription Item, or Missing Order Item search

  1. On the left navigation, click Orders.
  2. Click one of the following: Order Items > Search, One Time Items > Search, Subscription Items > Search, or Missing Order Items > Search.
  3. (Optional) Use the search box to search through order items, one time items, subscription items, or missing order items.
    1. Type the search term in the box.
    2. Click Search or press <Enter>.
  4. (Optional) Apply filters to order items, one time items, subscription items, or missing order items.
    1. Click the filter name.
    2. Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
    3. Click Apply. Once the filter is applied, you can hover over the filter name to view the selected values.
  5. Click Save Search.
  6. On the Save Search window, enter a name for the search.
  7. Click Save. The search name appears in the page title and displays in a search tab.

Missing Issue search

  1. On the left navigation, click Serial Issues.
  2. Click Missing Issues > Search.
  3. (Optional) Use the search box to search through missing issues.
    1. Type the search term in the box.
    2. Click Search or press <Enter>.
  4. (Optional) Apply filters to missing issues.
    1. Click the filter name.
    2. Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
    3. Click Apply. Once the filter is applied, you can hover over the filter name to view the selected values.
  5. Click Save Search.
  6. On the Save Search window, enter a name for the search.
  7. Click Save. The search name appears in the page title and displays in a search tab.

Invoice search

  1. On the left navigation, click Invoices.
  2. Click Invoices > Search.
  3. (Optional) Use the search box to search through invoices.
    1. Type the search term in the box.
    2. Click Search or press <Enter>.
  4. (Optional) Apply filters to invoices.
    1. Click the filter name.
    2. Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
    3. Click Apply. Once the filter is applied, you can hover over the filter name to view the selected values.
  5. Click Save Search.
  6. On the Save Search window, enter a name for the search.
  7. Click Save. The search name appears in the page title and displays in a search tab.

View a saved search

Order search

  1. On the left navigation, click Orders.
  2. Click Order Searches.
  3. On the Saved Searches screen, click the name of a search to open the detail page. The saved search will open as a search tab in the left navigation.

Order Item, One Time Item, Subscription Item, or Missing Order Item search

  1. On the left navigation, click Orders.
  2. Click Order Item Searches.
  3. On the Saved Searches screen, click the name of a search to open the detail page. The saved search will open as a search tab in the left navigation.

Missing Issue search

  1. On the left navigation, click Missing Issues.
  2. Click Missing Issue Searches.
  3. On the Saved Searches screen, click the name of a search to open the detail page. The saved search will open as a search tab in the left navigation.

Invoice search

  1. On the left navigation, click Invoices.
  2. Click Invoice Searches.
  3. On the Saved Searches screen, click the name of a search to open the detail page. The saved search will open as a search tab in the left navigation.

Edit a saved search

  1. Click the name of the above saved search you want to edit.
  2. Edit the search.
  3. From the Save Search drop-down list, select one of the following:
    • Save Search - Save edits made to saved search.
    • Save as - Save edited search as a new search. The Save Search As dialog opens. Enter a new name for the search and then click Save.
    • Rename - Rename edited search. The Rename Search dialog opens. Enter a new name for the search and then click Save.
    • Delete - Delete search from the saved search list. This action cannot be undone. Click Delete on the Delete Search confirmation window.

Delete a saved search

  1. Click the name of the above saved search you want to delete.
  2. Select Delete from the Save Search drop-down list.
  3. On the confirmation window, click OK.

 

  • Was this article helpful?