You can save your filter settings (i.e. filter expression + expansion rules + access settings + layout options etc.) for reuse; for example, to:

  • load commonly used subsets of a user's bookmarks
  • quickly access commonly used resources (e.g. publish class reading lists, bibliographies for a paper or related links lists for a research project)
  • share useful searches with other members of a user's workgroup

Note. Saved searches save the search criteria NOT the list of records retrieved, so the search is performed every time a saved filter is called. Use Record Collections to store commonly used collections of records.

To create a filter, complete and run your filter expression. Select a Display option: list or icons/thumbnails. From the Saved Filters Pane, click .

Complete the Edit Saved Filter Criteria dialog, as follows:

Filter Name

Identifies the search.

Filter string

The filter expression.

Expansion Rules

Define additional expansion rules, if required (see RuleSets).

Save in Workgroup

Select who has access to the saved filter (i.e. which group in the Saved Filters Pane the saved filter appears in). Saved searches however can only be edited by the creator of the saved filter or an assigned workgroup.


Add any notes to be stored with this saved search.

Get filter + rules as string button

Use this if you wish to save the filter expression plus any rules as a string (for example, to use in the Mappable Query Filter field):

Saving the filter adds it to the specified workgroup in the Saved Filters Pane.

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