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    Filtering Search Results in Primo VE

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    The Tweak my results section, which may appear on either the right or left side of the Brief Results page, contains a list of categories, which are referred to as facets. By including and excluding these facets (such as date, author, record type, and so forth), you can narrow the search results to get the results you are seeking.

    Including and Excluding Multiple Facets

    When facets are added one at a time, the system returns the remaining results that match the selected facet value. You can specify more complex filtering if you select multiple facets and then apply them to the results at the same time. For example, if you select Subject facet values Agriculture and Botany and Resource Type facet values Book and Other, the system returns results that include all records that match the following criteria:
    • The records must contain either Agriculture or Botany subjects.
    • And the records must be either Book or Other resource types.
    If you had selected these facet values separately, the resulting records would have to contain all of these facet values.
    To include/exclude multiple facets at a time:
    1. Perform a search.
      TweakMyResults.png
      Tweak My Results Section on the Brief Results Page
    2. For each facet that you want to include and exclude, hover over the facet in the Tweak my results section of the UI and then perform one of the following actions:
      • Include facet – Select the check box on the left side of the facet. If you want to include a facet that has already been marked for exclusion, click the IncludeFacetIcon.png button on the right side of the facet.
      • Exclude facet – If you have already included a facet, click the ExcludeFacetIcon.png button on the right side of the facet to mark it for exclusion. If you have not already marked a facet for exclusion or inclusion, you must first select the facet's check box and the click the ExcludeFacetIcon.png button on the right side of the facet. Otherwise, a single facet will be excluded immediately.
    3. Click Apply Filters to filter your results. The selected facets will appear in the Active filters section.
      ApplyFiltersButton.png
      Active Filters Section

    Adding Persistent Facets

    When performing many similar types of searches, you may want to retain your filters for subsequent searches within a session.
    To make a facet persistent, hover the cursor over the facet in the Active filters section and then click the facet's padlock PadlockIcon.png.
    AddStickyFacet.png
    Add Sticky Facet
    To remove a facet's persistence, click the facet's padlock LockedPadlockedIcon.png or delete the facet.
    RemoveStickyFacet.png
    Remove Sticky Facet

     

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