Adding Search Criteria: Examples

Single Criterion Example

To create a single criterion that finds records created after January 2014:

• Set Field to Create Date
• Set Rule to Equalor after
• Set Value to 1 January 2014

Joined Criteria Example

Join a second set of search criteria to the first set to find records created between January 2014 and January 2015:

• Create your first set of criteria:
  • Set Field to Create Date
  • Set Rule to Equalor after
  • Set Value to 1 January 2014
• Click Add to create and attach a second set of search criteria:
• Create your second set of search criteria:
  • Join the sets of criteria with the AND operator
  • Set Field to Create Date
  • Set Rule to Equal or before
  • Set Value to 31 January 2015

Continue to add up to five total search criteria.

Alpha Text Range Example

Customers that do not individually list files may use Alpha Text Range as a tool when searching for a particular file. Iron Mountain Connect Records Management searches each record's Alpha From and Alpha To fields and returns results within that range. Alpha Text Range searches alphabetic groupings; it does not search numeric characters or dates.

To search Alpha Text Range, create a single criterion that includes the Alpha Text Range field:

For example, Alpha Text Range contains Newport might return a record with Aberdeen in the Alpha From field and Newport Pagnell in the Alpha To field because Newport falls between Aberdeen and Newport Pagnell.

Removing Search Criteria

Click the X in the Value field to remove a value from within a line of search criteria.

Click the Remove  icon to the right of a line of joined search criteria to remove it.

Editing Your Advanced Search Settings

After you run your search you are able to use the link provided in the banner message at the top of the Search, Results screen to return to your advanced search settings.

1. Click the link in the message. The Advanced Search screen opens.
2. Edit the settings as necessary to further refine your search.