Circulation/Public Services Training Kit

Searching Module

Objectives

When finished with this module, staff will have an understanding of:

  • How to use the Quick Search Box in Leap

  • How to configure a search using the Leap Find Tool

  • How to apply filters to a search in the Leap Find Tool 

  • The Polaris wildcard characters

  • Searching for patron, bibliographic, and item records

To complete this module:

  1. Watch the related Two-Minute Tutorials​ (jump to section)

  2. Read through the documentation (jump to section)

  3. Perform the training Labs (jump to section)

  4. Take the unit quiz (jump to section)

Glossary
 
Two-Minute Tutorials

Introduction to the Leap Find Tool

Click on video to watch in full screen. This video was part of the Leap Basics training module. 

The Leap Quick Search Box

Click on video to watch in full screen.

The Leap Find Tool, Part 2: Relations

Click on video to watch in full screen.

The Leap Find Tool, Part 3: Filters

Click on video to watch in full screen.

The Leap Find Tool, Part 4: Wildcards

Click on video to watch in full screen.

 
Documentation

1. The Leap Quick Search Box

This document accompanies the Leap Quick Search Box Two-Minute Tutorial. It reviews how staff can use the Quick Search Box to scan patron and item barcodes, and perform keyword searches.

2. The Leap Find Tool

Reviews the function of each column in the Find Tool setup and discusses how options may affect your search. This document accompanies Parts 1 and 2 of the Leap Find Tool Two-Minute Tutorials. 

3. The Find Tool Filters

Looks at how to apply and remove filters in the Leap Find Tool. This document accompanies Part 3 of the Leap Find Tool Two-Minute Tutorials. 

4. The Find Tool Wildcards

Demonstrates how to use the Polaris wildcard symbols (* and ?) in a Find Tool search. This document accompanies Part 4 of the Leap Find Tool Two-Minute Tutorials.

5. Searching for Bibliographic Records

Reviews bibliographic Qualifiers and looks at how to build a search for a bib record using the Leap Find Tool. 

6. Searching for Item Records

Reviews item record Qualifiers and how to build a search for an item record using the Leap Find Tool, including performing searches for free-text fields. Also touches on how to access item records from other Leap workforms.

7. Searching for Patrons

Reviews patron record Qualifiers and how to build a search for a patron record using the Leap Find Tool, including performing searches for free-text fields. Also touches on how to access patron records from an item record. 

OPTIONAL DOCUMENTATION

8. Power Searches in Leap

If you are interested in learning how to use the Power Search Mode in Leap, check out this document for details on how to build a search, save a search, and use that saved search at a later date. 

 
Labs

LAB 1: Searching for Bibliographic Records

Download PDF

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LAB 3: Searching for Patron Records

Download PDF

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LAB 2: Searching for Item Records

Download PDF

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Unit Quiz