Fields: Search Limit Configuration for Profile
In Portfolio, system administrators may create and manage patron-selectable (optional) search limits and administrator-enforced (enforced) search limits for search profiles. For more information about each type of search limit, see Types of search limits.
Profiles > Configure Search Limits
By default, all defined search limits are optional search limits that are available (but not visible) to patrons of all search profiles. The system administrator can make search limits available only to certain search profiles by using the Assign Limit to Profiles option in Search Limits. For more information, see Making a search limit available to search profiles.
Search limits must be available to a search profile before an administrator can use the Configure Search Limits option in Profiles to do the following.
- Enable one or more search limits for a search profile
- Specify which search limits are optional search limits that are visible to search profiles in Searching, and which (if any) are administrator enforced search limits
- Determine whether patrons with the selected search profile can receive search results that are not restricted by any optional search limits
- Specify which search limit is the default optional search limit for a search profile.
The Configure Search Limits for a Profile page allows you to specify which of the search limits available to the profile that you want to enable in the current profile.
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Optional search limits and enforced search limits can be used together for search profiles. However, an enforced limit cannot be simultaneously visible to patrons in Searching as an optional search limit. For example, if the administrator applies a search limit for the young adult search profile so that the search results are restricted to materials owned by the Main Library branch, the Main Library search limit will not display in the drop-down list next to the Search field in the young adult search results. |
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After you modify the limits selected for a profile, you must re-index your data and refresh the Discovery administrator database metadata cache in the Discovery server application. For more information, see Refreshing the search cache. |
Available
Displays a list of all the search limits the system administrator has made available to the profile using the Assign Limit to Profiles option in Search Limits.
You can select or multiselect one or more search limits and then choose the Select button, or you can double-click individual search limits to move them to the Selected list.
Selected
Displays a list of search limits selected (enabled) for this profile. The selected search limits can appear as search options for the patron or be applied as enforced limits that are in effect for every search from within the profile.
You can select or multiselect one or more search limits and then choose the Remove button, or you can double-click individual search limit to move them to the Available list.
To add or remove search limits in the list, choose the search limit and then use these buttons:
| Option | Description |
|---|---|
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Select
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Moves the selected search limit from the Available list to the Selected list. Selecting a search limit for a specific profile lets you choose to use that limit as an optional limit or an enforced limit on the next page. |
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Remove
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Removes the selected search limit from the Selected list and returns it to the Available list. |
Note: These buttons are context-sensitive based on which search limit(s) you choose. When you select a search limit in the Available list, the Select option becomes enabled so you can move a limit from the Available list to the Selected list. When you select a limit in the Selected list, the Remove option becomes enabled so you can remove the selected limit.
Related topics
Configuring search limits for a search profile