Using Advanced Search in the Item Group Editor (IGE)
The Item Group Editor wizard (IGE) is available within a WorkFlows Tech or Manager login. It allows staff to make edits to a group of items simultaneously.
- From the TECH Toolbar, click on the Item Group Editor wizard.
- For the Advanced search option, make sure the Advanced button is selected. This should be the default when the wizard opens.
- Use the gadget to choose your library from the list. Multiple libraries can be selected (e.g., Main library and branch locations).
- Find your library in the list on the left. Use the arrow to move it to the List Selected side (or double-click the library). Click OK when finished.
- Continue using gadgets to refine your search criteria. When finished, click the Search button.
Note: Within any gadget in IGE, staff must always move their selection from the left column to the List Selected column.
- The results will display in the Results List, showing the total records found and how many are currently displaying.
- Use the arrow to view more results if necessary.
- To edit items, you must move them to the Item List area using one of two helpers:
- Add All Helper: Moves all items on the current page to the Item List. If there are multiple pages, advance to each page and click Add All.
- Add Selected Helper: Moves only the items you have manually highlighted.
- Click Edit Items to begin modifications.
- Use the dropdown arrow in the desired fields to select new values. You can edit multiple fields at once. Click Edit Items to apply.
- Once processed, the Status will show as Modified. Click Close to exit the edit screen.
- Click Close again to exit the Item Group Editor wizard.
Important: WorkFlows will not allow staff to edit items from other libraries unless they are within your designated library group.