Search Operations


Search can be used to perform bulk operations on the items in the Repository. All Repository operations can be performed with search results. See Repository Operations for more details.

Context Menu

Most operations can be performed via a context menu. This menu is accessed by right-clicking on an item in the search results listing (or one of the currently selected items when using Multi-Select). The same menu can be accessed by clicking the Down Arrow button next to the item's name in the right-hand panel. You may need to click on the Collapsed button if the panel is collapsed.

Depending on your Role some operations may not be available.
Move

Move opens the Move Item dialog, allowing you to move the item (or items) to any accessible folder.

  1. Right-click on the item (or items) to bring up the context menu

  2. Click Move

  3. In the popup dialog, select the destination folder from the available list

  4. Click on the Move to Folder button

Copy

Copy opens the Copy Item dialog, allowing you to make a copy of the item (or items) in another folder.

When copying entries in the Repository, the underlying files are not duplicated (i.e. copies are linked to the same underlying file) and thus do not consume additional storage. However, the metadata associated with the copied entries, such as annotations and snapshots, are duplicated when an entry in the Repository is copied (i.e. duplicated entries will retain an independent copy of the original metadata).
  1. Right-click on the item (or items) to bring up the context menu

  2. Click Copy

  3. In the popup dialog, select the destination folder from the available list

  4. Click on the Copy to Folder button

View Image(s) (images only)

View Images opens the select item (or items) in the Viewer.

Only images can be opened in the Viewer.
Retry Type Detection (attachments only)

Retry Type Detection attempts to force the system to detect this attachment as an image again. This can be useful if an image uploaded completely, but for whatever reason is not being recognised by PathcoreScholar as an image. If this still does not work you may need to contact Pathcore Support.

This operation only applies to attachments.
Rename (single item only)

Rename allows you to change the name of the item. While all entries in the Repository have names, names do not have to be unique because each entry has a unique ID, see Names and IDs.

It’s not possible to rename multiple items at the same time.
  1. Right-click on the item to bring up the context menu

  2. Click Rename

  3. In the popup dialog, type a new name for the folder

  4. Click on the Rename button or press the Enter key to save. To discard your changes, click on the Cancel button or press the Escape key

Share (single item only)

Share opens the Share Links dialog, which allows you to add and manage share links for the item.

It’s not possible to share multiple items at a time. However it is possible to share a folder of items.
  1. Right-click on the item to bring up the context menu

  2. Click Share

  3. The popup dialog allows you to add and manage share links. See Managing Share Links for more details

Mark as Read / Mark as Unread

An item can be marked as "read" (name in plain text) or "unread" (name in bold) depending on whether or not you have previously viewed it.

See Read Status for more details.

  1. Right-click on the item (or items) to bring up the context menu

  2. Click Mark as Read to enable the read status, or

  3. Click Mark as Unread to clear the read status

Favorite / Unfavorite

Favorite tags the item (or items) as Starred. Items tagged this way are quickly and easily accessible from the Starred Items List. Unfavorite removes this tag. See Favorite Status for more details.

  1. Right-click on the item (or items) to bring up the context menu

  2. Click Favorite to add the Starred tag, or

  3. Click Unfavorite to remove the tag

Download

Download opens the Download dialog, allowing you to save items and metadata locally.

  1. Right-click on the item (or items) to bring up the context menu

  2. Click Download

  3. In the popup dialog, select what you would like to download (files and/or metadata). See Downloading for more details

  4. Click on the Download button

Delete

Delete allows you to remove the folder and all of its contents from the Repository.

Deleted items cannot be recovered. Be careful with this action.
  1. Right-click on the item (or items) to bring up the context menu

  2. Click Delete

  3. Click on the Yes button to confirm if you are sure you wish to remove the item. To cancel the delete action, click on the Cancel button or press the Escape key

Exporting

Search results can be exported as a file in CSV format. See Exporting Results for more details.

Tagging

Search results can be bulk tagged. This allows you to quickly apply a tag or set of tags to all items that match the search query.

To apply tags to all search results
  1. Click on the Search Search button from the left-hand sidebar

  2. Perform a search query. See Basic Queries for more details

  3. Click on the More button at the top right of the search results

  4. In the popup menu, click on Tag All Results

  5. In the popup dialog, choose a tag from the Add a tag.. dropdown. To create a new tag, type directly into the field and click on the + New tag option

  6. Click on the Tag Results button