Save Searches

You can save frequently-used search criteria for later use.

1. Navigate to the Library's search page.

2. Enter the desired search criteria.

3. Click the save icon next to the Saved Searches drop-down menu.

   The section expands to display the Save Search As section.

4. Enter a name for the search in the Save Search As field.

5. Choose a usage level for the saved search from the Usage Level drop-down menu.

   Administrators have the ability to save the search on the Portfolio usage level, so that users across the portfolio have access to the saved search.

6. Click the check mark icon to save the search.

   Since each Library instance is different, you can only save searches to a specific Library instance.