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CatalogIt Quick Tips

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== Using the Search Function ==
From See the search bar in All Entries or in any Folder you can perform either a full-text search or a structured search. To perform a structured search, click on the "+" symbol on the right side of the search bar, and begin compiling your search criteria. Clicking "Advanced" after selecting the first level of search enables you to add more criteria to your search. When performing full-text searches, you can also add some structure to CatalogIt Basics section for the query. Here are some helpful tips for executing more complex full-text searches: * Use quotes around a string of words to find Entries that include that exact string. If you are looking for that blue glass jar, for example, type the phrase enclosed in quotes, like this, “blue glass” and your results will only include items that have the exact phrase “blue glass.” You can be as specific as you wish, for example, “blue glass jar" and if that exact phrase is used in an Entry, it will appear in the search results. * Use the + symbol between words to find Entries that include all of those words. If you type in blue+glass, your results will only include the entries that include the word blue AND the word glass. You can string together several words this way to narrow a search.desired* Combine quotes and the + symbol. A search for “blue jar”+tin will result in entries that include both the exact phrase “blue jar” as well as the word “tin.” You’ll find the blue glass jar with a tin lid. * Use the [[CatalogIt_Basics#Full- symbol to exclude terms. A search within your "All Entries" of -wood would result in all of your Entries that did not include the word "wood." * Use the + and - symbols together. A search of basket + -willow will result in all of your baskets that did not include the term "willow."text_Searching|Full Text Searching]]* Use the * symbol as a "wild card" suffix. A search of harris* will result in entries that include the name Harris, as well as Harrisville, Harrison, Harrisburg, etc., any other words that start with "Harris."[[CatalogIt_Basics#Structured_Searching|Structured Searching]]
== Using Folders, Collections, Categories, and Tags ==
We are frequently asked about the difference between these and how they should be used. There is lots of flexibility in how Folders, TagsCollections, CollectionsCategories, and Categories Tags can be used. There is no right or wrong way to use them, but the following outlines how we think about using them and things to consider when using each.
=== Folders ===
You may find that an Organization Profile was incorrectly created as a Person or vice versa. It is easy to fix that! Here's how:
* Click on your Main Menu and navigate to Profiles
* Search for "Person or Organization" (this is a special type of Profile that is essentially like the "parent" Profile of the Person and Organization Profiles)
* From within "Person or Organization" you can search for any Person or Organization Profile- search for the Profile you'd like to change
* Select the Profile and click the Edit pencil
[[File:Subscription-add-users.mp4|Adding Users to your Subscription|600px]]
 
== Reducing or Compressing the Size of a PDF File ==
 
Sometimes a report generated from CatalogIt that includes images which is then printed to PDF results in a very large file- these can be difficult to email or otherwise share. Adobe Acrobat offers a free, easy-to-use tool for compressing large files [https://www.adobe.com/acrobat/online/compress-pdf.html here on their website].
== Process Templates ==

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