Many parts of Evergreen use tables, also called grids, to display information. All grids can be navigated and modified using the same buttons, even if the available buttons or options might change between grids.
To illustrate the various grid options, we will look at the Record Notes view on a bibliographic record because it shows all of the available grid options and features. All other grids will work similarly, even if not all features are used.
Most grid options can be access through the buttons located on top of the table to the right of the page.
Some grids allow you to perform actions on items selected in the grid.
To perform actions, you must first select items in the grid. Select items by checking the checkbox on the left side of the item’s row. You may select all items on the current page of a grid by checking the checkbox at the top of the grid.
Important
Selecting the checkbox at the top of the grid will only select items on the current page. To select more items, you may navigate to other pages and make additional selections, or change the number of rows that appear on each page. See Navigating Grids.
Then select the Actions for Selected Rows button and choose an action.
There are four buttons that help you see different results and navigate through the results.
Change the number of results that appear on a page by making a selection from the Rows dropdown menu. You may choose 5, 10, 25, 50, or 100. The grid updates automatically.
Advance to the next page of results by selecting the > (right caret) button.
Return to the previous page of results by selecting the < (left caret) button.
Return to the first page of results by selecting the |< button (pipe-left caret) button.
To expand rows vertically, select the downward caret. The button will change to a caret (^). Rows will expand to accommodate overflowing text.
To collapse rows vertically, select the caret (^). The button will change to a downward caret. Rows will collapse to a single line and overflowing text will be replaced with an ellipsis.
To access more grid options, select the gear button. A menu opens.
Manage Columns: The Grid Columns Configurations window opens. Changes are applied automatically.
- Make columns visible or invisible by checking or unchecking boxes in the Visible column.
- Change the order of columns be selecting buttons in the Move Up, Move Down, First Visible, and Last Visible columns. Top columns will appear to the left on the grid, and bottom column will appear to the right.
- Select Move Visible Columns To Top to gather all columns marked Visible to the top of the window.
- Select Close when you are finished.
Manage Column Widths: The Expand and Shrink options appear above the results in the table.
- To make a column wider, select the arrow in the Expand row in the desired column.
- To make a column narrower, select the arrow in the Shrink row in the desired column.
- To hide the Expand and Shrink options, select the Manage Column Widths button again.
Manage Actions Menu: This will change the options that appear in the Actions for Selected Rows menu. The Grid Menu Configuration menu opens. Check or uncheck the checkbox in the Visible column to show or hide the menu item. Select Close when finished.
Save Grid Settings: Save all grid settings to the workstation. Other users of this workstation will have the same grid settings. Your grid settings will not appear if you log on to a different workstation.
Reset Columns: Resets the columns the the default settings. This does not affect your saved settings.
Download Full CSV: Downloads a comma separated values (CSV) file of all grid information. Only visible columns will be included. All rows, even if they are not shown on the current page, will be included.
Print Full Grid: Prepares a printer-friendly table containing all grid information. Only visible columns will be included. All rows, even if they are not visible on the current page, will be included.
Print Selected Rows: Prepares a printer-friendly table containing only selected rows. Only visible columns will be included.
Column Selections: All available columns are listed at the bottom of the menu. Visible columns have a green check next to them. Hidden columns have a yellow x next to them. To toggle the visibility of a column, select the column name in the menu. The menu closes and the change is applied.
Some grids allow you to sort the grid by column. If this is possible, the column headings will be formatted as hyperlinks. That is, they will be blue and underlined.
To sort the grid by a given column in ascending order (0-9, a-z), select the column heading. An up arrow will appear in the selected column heading. The grid will be sorted automatically.
To sort the grid by a given column in descending order (z-a, 0-9), select the same column heading twice. A down arrow will appear in the selected column heading. The grid will be sorted automatically.
To remove your sorting selections, refresh the page. This may erase your other grid selections.
Example
This grid is sorted in descending order by the column Note. Notice that entries beginning with letters appear first in z-a order, then entries beginning with numbers appear in 9-0 order.
If filters are available, a row will appear between the column headings and the grid contents with the word Filter and a filter symbol in each column.
To apply a filter:
- Select Filter in the desired column. The filter menu opens.
- Choose an operator. This will determine how your filter will be applied. Options will vary depending on the kind of data contained in the column.
- Enter a filter criteria in the empty text box.
- Select Apply Filter. The filter menu closes and the filter is apllied.
To close the Filter menu without applying the filter, select Close.
To clear a filter from a particular column, select Filter then select Clear Filter. The Filter menu closes and the filter is cleared.
To clear all filters, select Remove Filters above the table to the left.
