Using Advanced Group Search in Folios

Prerequisites: Users require folio administrator+ permissions in the folio to complete this task.
Users who have both folio and site administrator permissions, see Using Advanced Group Search in Cartella Site Settings for details to use advanced search for global groups.

Specify conditions to build an advanced search query for groups associated with the folio. Search by:

  • Header: Specify the table column.
  • Search Options: Specify the search function for the value.
  • Value: Specify the value.

To perform an advanced search for groups:
  1. Log in to Cartella.
  2. Navigate to [name-of-folio] > Manage > Groups.
  3. Click Advanced Search.

    Click Advanced Search

    The Advanced Search dialog displays.

    Advanced Group Search Dialog

  4. Build the search clause:
    1. Select a column header in the Header drop-down list.
    2. Select an option in the Search Options drop-down list.
    3. Enter a value in the Value field.
  5. Optional: Click the add (+) button to create another search clause. Add and build search clauses as needed to complete the search query.
    Click the delete (x) button to remove a search clause from the query.
  6. Click Search.
    Search results display in the Groups table.
    Click Clear Search to clear the search.

    Click Clear Search