Creating a new search limit

You can create a new search limit either to let patrons limit their search results in Searchingor to apply the search limit to a profile to limit all searches in made in that profile. When you create a new search limit, you must specify the search criteria that you want the limit to include.

Each search limit must have a unique entry code value. If you enter an entry code for a new search limit that is currently being used for an existing search limit, the software highlights the Entry Code field and displays an error message. The message indicates that the entry code value is already being used by another search limit, and that the entry code you enter must be unique to the new search limit.

A search limit only affects searches of the Discovery search targets. Searches of federated search targets are never restricted by search limits.

When you create a search limit, 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. After you complete these tasks, the new search limit will be available in Searching, and will display the correct results when it is applied to search results.

After you have created a new search limit, you need to enable the limit and implement it in one of the following ways:

  • By making the optional search limit visible in Searching to selected search profiles. When the patrons use Searching, the search results list displays along with a drop-down list of optional search limits that can be used to further narrow the displayed search results.
  • By editing one or more search profiles to enforce the search limit for all searches by selected profiles. The search results are narrowed by the enforced search limit criteria before the search results list is displayed to patrons with the selected profiles.

For more information on enabling and implementing search limits for a search profile, see Configuring search limits for a search profile.

To create a new search limit

  1. Log in to the Admin console.
  2. Choose Search Limits from the navigation pane.
  3. Choose Add Search Limit.
  4. In the Edit Search Limit page, the Operand Builder fields display for you to create one or more operands. For more information, see Understanding and creating operands for search limits.

  5. When you choose Build Operand to create an operand, the Expression Builder and Search Limit fields appear. Do one of the following, depending on how you want to configure the search limit.

    • If you want to use the operand as the search limit expression, leave the fields in the Expression Builder as they are and complete the Search Limit fields.
    • If you want to create a complex search expression by combining two or more operands, repeat step 4 for each operand you want to create. Then, complete the Expression Builder fields and the Search Limit fields.
  6. Choose OK to save the search limit.

  7. Do one of the following to implement the search limit.

Related topics 

Search Limits

Fields: Search Limits

Fields: Add/Edit Search Limit

Editing a search limit

Making a search limit available to search profiles

Assigning a search limit to a room

Editing search profiles to use search limits

Deleting a search limit