Using categories to organize indexes

SYMPTOMS

If the need exists to quickly select multiple indexes to add to a web client or search multiple indexes simultaneously in ZyFIND, the use of categories is recommended.

CAUSE

Categories allow a user to select multiple indexes at once from the Select Index menu.

RESOLUTION

To create or edit a category:

1. Open the Select Index menu. This can be accessed via ZyFIND (File > Select index(es)), or via ZyINDEX (File > Open).
2. Click "categories" and click "edit."
3. Select a category from the dropdown list or click "add" to create a new category.
4. To create a new category, enter a name for the newly created category and click OK.
5. Use the arrows to select the indexes you want to include or remove from the category.
6. Click OK.
7. Note: To edit the category name, open the Edit Categories window (categories > edit), select the appropriate category and click the "edit name" button.

 To open a category in ZyFIND:

1. Click File > Select index(es).
2. Click "Categories" on the left of the Select Index(es) window.
3. Select a category from the list.
4. Click OK

 To add a category to a web client:

1. In ZyINDEX, click on the Web Client menu.
2. Expand a web client.
3. Click on the "indexes" button.
4. Click "select" to open the Select Index(es) window.
5. Click "Categories" on the left of the Select Index(es) window.
6. Select a category from the list.
7. Click OK.

APPLIES TO

6.2 Service Pack 2