- Remove all images and replace with Insert screenshot here
- Remove all hot links. Left click on it and select "Unlink"
- Update Year in examples, like 2010 becomes 2020
- Read and edit where possible
...
Adding Filters
To add a filter, scroll down to the “Filter Further By” list. Select the filter parameters by clicking on the item you want to filter by. For example, clicking “May 2010” under the “Graduation Semester” filters, will filter out any ETDs that are NOT for students graduating in the May 2010 semester.
“AND” filters
Once you have a list of the May 2010 filters, you might narrow the list further by adding another filter.
For instance, you might want to see all the May 2010 ETDs that have been assigned to administrative user Jane Doe. To do so, click on Jane Doe’s name in the “Assigned To” category and the list will show only those ETDs that fit BOTH the “May 2010” criterion AND the “assigned to Jane Doe” criterion.
“OR” filters
Some of the filter categories allow you to filter for two or more items within the same category. “Assigned to” is one of these – you can filter the list to find records assigned to EITHER Jane Doe OR Stevie Ray Vaughn, by selecting both names under the “Assigned to” header. Doing so will broaden the list.
All workflow fields are eligible to be a filter parameter and will vary by the field input type. For example, free text fields such as Titles and Names will become a search box filter that offers more precise searching.
Date fields such as Graduation Semester and Defense Date will provide a calendar view for selection.
System generated fields such as Assigned To and Status will provide a fixed list of choices.
Fields associated with a controlled vocabulary will be search box filters with auto suggest functionality. For example, if you need to search for submissions with a degree in Education, begin typing "educ" in the Degree search box and a list will automatically appear with selections like Doctor of Education and Master of Education.
Adding Filter Parameters
To add additional filter types, click CUSTOMIZE FILTERS in the "Filter Options" box. Simply click and drag your choices into the desired column, then click Save at the bottom of the window.
Combining Filters
When multiple filter categories are selected, the logic that joins them is "AND", whereas multiple values selected within the same filter category will be joined by "OR".
For example, if you want to see only Dissertations in Needs Corrections status, you would select Dissertations in the Submission Type filter AND Needs Correction from the Status filter to narrow down the list.
You could also choose to see only Dissertations that are either in the Needs Correction status OR another status like Submitted.
Once all of the above filters are in place, the resulting list of ETDs is the result of the following equation:
“May 2010″ ”’AND ”'(“assigned to Jane Doe” ”’OR ”'”assigned to Stevie Ray Vaughn”)
The following filter categories will allow you to choose multiple values within a category (“OR” filters). That is, you can filter for ETDs that have either one value or another value within a given category.
- Assigned To
- Status (second-level) (i.e., once you choose Active or Archived, you will be presented with multiple sub-options under status – Submitted, Under Review, etc. You can select multiple options within this list.)
- Graduation Semester
- Department
- College
- Document Type
- Degree
- Embargo
- Submission Date (CHOOSE), which lists the available years of the submission
The following categories will only allow you to choose ONE item within each category. Once you have selected one item, the filter category itself will disappear from the list of available filters.
- UMI Release
- Submission Date (RANGE), which allows you to choose a range of dates
Status Filter
Note that when all filters are cleared, the STATUS category of filter has only two values: Active and Archived.
However, if you add the ACTIVE filter, a new list of filter options will appear in the STATUS category. The new list will include all of those Vireo ETD “states” Submission Type is “Dissertation″ AND (Status is "Submitted" OR Status is "Needs Correction”)
Status Filters
The status filter is unique in that it is split into Active and Archive states.
The ACTIVE state will include all of the Vireo ETD statuses that require further action by students or the graduate school to move them to an archived state.
If you click the ARCHIVED value, the list of new options that appears will all be states that an ETD can exist in once they are no longer active in the systemThe ARCHIVED state includes statuses that are meant to signify that work has been completed by the graduate school.
Active States:
- Submitted
- Under Review
- Needs Correction
- Corrections Received
- Waiting on Requirements
- On Hold
- Approved
...
- Pending Publication
- Published
- Withdrawn
- Cancelled
Submission Date
The Submission Date filter category works in a similar way to the Status filter category. If you choose a year value (e.g. “2009”) from this category, a new list of month values will appear (e.g. January, February, etc.). You can narrow your list further by choosing a specific month value. If you do that, a third list of values will appear in the Submission Date category, allowing you to select a date range (1-10, 11-20, etc.)
Note that you may also use the Submission Date (Range) search tool to filter by date. To use this search tool, enter the date range you wish to see using the date format MM/DD/YYYY and click GO.
Search Box
In addition to using the preselected filters, you can perform a keyword search using the SEARCH BOX at the top of the “Filter Further By” section.
...