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HomeMy WebLinkAboutWebLink Overview and Searching (created by the City of Ithaca)Welcome to WebLink. WebLink will allow access to various City documents regardless of day or time. The City has been moving toward making our permanent records nearly paperless. To aid in this process, departments have been creating electronic documents using a Document Management Program called Laserfiche. Electronic documents will allow most City and departmental information to become accessible 24 hrs a day, every day of the year via WebLink. The folders are divided into functional areas with sub -folders in each. These functional areas include Boards and Committees, Budget Information, Forms and Permits, Reports Plans and Studies, and more. Working with WebLink - Opening Page 'Entire Repository fib TSSERit Browse Search City Of Ithaca Public Portal > Public Documents Welcome to The TSSERR Records Management System Folders of records available in the repository are shown on the right. You may browse for records by clicking on the folders. Use the quick search tool at the top of this page or perform an advanced search of the records by selecting SEARCH above. Note the clickable'breadcrumb' navigation above the main viewing pane. Once you navigate into a folder. it may be used to quickly browse to a higher level folder. Please use the HELP link on the top nght of the page for further help. Search erne ▪ Boards and Committees Budget Information Forms and Fermat ▪ News Reports Plans and Studies 5 Entries 1-1 Page C[ 3 1. Quick Search Tool 2. Breadcrumb' navigation 3. Functional Areas (folder structure) Working with WebLink - Viewing a Document Most commonly, documents will be viewed simply by using the WebLink software. No other software is required. However, occasionally a document will be in its original format. When that happens, the application needed to open the document must already be on your computer. Primarily, these applications would include a PDF reader (e.g. Adobe Acrobat), Microsoft Word and Microsoft Excel. Locating documents can be done two (2) ways: browsing each folder, as shown above, or creating a search. Working with WebLink - Searching for Documents Quick Search A simple search of the phrase typed in the Search Box; Quick Search searches text, entry names, fields and annotations without having to open the Search Screen. To Search the Entire Repository, enter the search criteria in the Search box with 'Entire Repository' selected from the dropdown, then select Search. - To Search the within a folder, enter the search criteria in the Search box with 'Current Folder' selected from the dropdown, select the folder to be searched until it appears in the 'breadcrumb' navigation, then select Search. Advanced Searches TSSERR Browse Search 'Customize Search 'Records Management Search DocumenVFolder Enter the nam to search tor: 'MN -CC -2013' ❑� Document ❑ Folder Limit search results to this folder: l' ® Search subfolders Enter search Search Criteria Search I Reset I Search Search Screen Sort results by: Hamel Date Modified 1 Date Created Results 1 - 18 of 18 A MN -CC -2013-12-31 Page Count: 3 - Template Name: Minutes - Volume Name: DEFAULT 0 Show less infom cation... rch Results (hits) Committee Name: Common Council - Meeting Date: 12/31/2013 - Department: Clerk's Department - Docu lle j MN -CC -2013-12-04 Page Count: 33 -Template Name: Minutes - Volume Name: DEFAULT I Show more information... A MN -CC -2013-11-12 1. Select the Search button to open the Search Screen 2. Enter search criteria 3. Search results will be displayed to the right of the search criteria. Click on a document name to view it. For the different types of Advanced Searches you will be required to supply additional Search information. For example, a Document/Folder Name Search requires the user to specify the Document/Folder Name to be searched in addition to the text/phrase to be searched. Other types of advanced searches can include: Field Within the Folder - Creation Date Modification Date Tags For example, to search for Common Council minutes from 2013, customize the search by adding "Field". - Select the template "Minutes" Select the Committee Name "Common Council" Enter the meeting dates "01/01/2013" to "12/31/2013" - Select the Document Type "Minutes" 'Customize Search Records Management Search 7.1 Field 0 0 Template 'Minutes Committee Name 'Common Council Meeting Dale 101101/2013 to 112131/2013 To assist in searching, here are some wildcards: Asterisk (*): represents any number of missing characters, o Example: a search for report* would find: report, reports, reporting, reported, reporter, etc Question Mark (?): represents exactly one character, o Example: a search for Anders?n would find: Anderson or Andersen Brackets ([ ]): represents a single missing character but allows you to specify a range of options, o Example: a search for d[io]ve would find: only dive or dove Dash (-):is used with brackets to specify that only characters with in that particular range should be found, o Example: a search for 100347[0-9] would find: 1003475 or 103478 but not 10347S Wildcards can be used in combinations: - Example: a search for wr[io]t* would find: write, written, writing or wrote