Standard Search Dialog
The Standard Search dialog is used in many parts of the system. It is used to select specimens for inclusion in a report, a data entry batch, or a requisition. It can also be used to select rows in the tables of the Shipments, Data Entry and Requisitions editors as well as to select the items listed on a manager.
The Search window allows you to build a search statement to execute against the database. To create a new search statement, follow the formula below:
Choose a field → Choose an Operator → Enter Values → Create a search query line
Choose a field to search on:
- Select the appropriate field group from the drop down:
- The field group drop-down list box is located in the top left-hand corner of the screen. Because the list of fields available to the system is large, they are divided into groups. The definition of these groups may change between different search screens.
- Select the field to search on:
- The field list box is located directly below the field group drop-down list box. It displays the fields available for the current field group. Most of the time, this is a simple list of field names. However, sometimes folders are displayed, containing fields. Double-click on a table's folder to open it and display its fields.
Choose the appropriate operator to use in your search:
- Select an operator:
- The Operators box contains all of the valid operators for a search statement. This includes equal to, less than, greater than, etc. A single operator must be selected for each search statement. The selection is done by single clicking on the operator of choice. Users can utilize the all term and any term operators.
Enter values for your search criteria:
- Enter values manually:
- The Value(s) box is located at the top right corner of the search screen. These values are to be compared to the selected field values using the selected operator.
Sometimes you may want to search for records that contain a missing (or blank) value for a particular field. To do this select @@Missing from the value list box.
- Select values for choice fields:
- The value list box is located directly below the Value(s) box. It contains a list of code list values associated with the currently selected field from the field list box. When typing in the Value(s) Box, items listed in the Value List Box will automatically be filtered.
- To select multiple values at one time, click on each entry desired while holding down the Shift or Ctrl keys on the keyboard.
- Select the Specify Values or Specify IDs tool, if available, then enter values or IDs.
Creating the search query line:
- Select the Add to Search Criteria
- Clicking this button will combine the currently selected field, operator, and value(s) into a search line and add it to the Search box. Multiple criteria can be selected by separating each with a semi-colon in the Value(s) Box.
- When scanning or pasting values, a semi-colon delimiter will be added automatically where a new row or new line is indicated.
- There is no practical limit on the number of search lines that can be in a search statement. Records returned will match all search criteria in the given search box.
Edit any criteria, as necessary. To edit an existing search line, click on the line in the Search box. The Field, Operators, and Value(s) boxes discussed above will be reset to the values for this search line. Users may then edit the properties of this search line by making new selections in the appropriate boxes, then selecting Add to Search Criteria
. Add an additional search. A new set of search criteria can be added by clicking the + tab above the Search Box. Each tab represents an individual query, or an “OR” statement. Records returned will match all search criteria in at least one search tab used.
- Test Button - executes the search on the server and displays the number of records returned by this search. This number will be displayed in the bottom left hand corner of the screen. It is always a good idea to test a search before using it!
- Delete Button - This button will delete the selected line in the Search box.
- Clear - deletes all of the lines in the Search box.
- More - contains a sub menu with the following options:
- Open - opens a saved search file and loads it into the Search box.
- Save - saves the current search statement to a local file.
- History – Contains up to 10 previous searches from the current session. Hovering the mouse pointer over the search number ("Search 1", "Search 2", etc...) in the list will display the search criteria in a Tooltip.
- Limit Records Returned - opens a dialog that lets the user specify the maximum number of records returned by the search.
When your search statement is complete, select OK to process your search.
Example: Let’s say Dr. McCoy has approximately 100,000 DNA specimens in his repository. He needs to locate 10 specimens which he committed to the database in a batch last week and requisition them for genetic testing. Since he remembers that those serum specimens were entered last Tuesday, Dr. McCoy can create a User Defined Listing report, displaying locations fields such as rack, box, and freezer, as well as the BSI ID, Material Type and Date Entered fields. From here, Dr. McCoy can search for specimens where “Material Type = Serum” and “Date Entered = [Last Tuesday’s date]”.