List View

List management and right-clicking

The number of lists is not limited, and each list can contain up to 200,000 numbers. From the Explorer tab, you can create and manage your lists. You can also create directories and workfiles, which are linked to the Workfiles module.

When you click on a workfile, you are taken to the Workfiles module.

In the Explorer tab, you are shown a tree: Created Lists which are linked to Directories. When you log in for the first time, you have a default Inbox directory that contains a "My List" list. Later, you can create other directories, subdirectories, and lists. The tree created is the one that will be visible in the Workfiles module. Any change made from the Search module will have an impact on the Workfiles module and vice versa.

A window that appears when you mouse over the name of a directory shows its name, sort key, description, number of workfiles, lists, analyses, guided activities and the e-mail address of the directory's creator.

Creating lists

To create new lists, choose a directory and then click on the  button and choose New list.

Right-clicking on the name of the directory/workfiles or list also makes it possible to access the list creation window by choosing New list.

You must assign a name to this new list: At most 30 alphanumerical characters, accents, and spaces are accepted; only the following characters are not permitted:: / ; \ ".

A description and a sort key may also be indicated; these are optional. The sort key can be used to sort the created lists.

Confirm the creation of the list by clicking OK.

The new list appears with the digit 0 in parentheses because this new list does not yet contain any documents.

The window that appears when you mouse over the name of the list indicates the number of documents, description, sort key, and logon of the list's creator.

Properties

Right-clicking on the name of the list and choosing Properties opens a window in which you can rename your list using the same rules as before.

From that window, you can also add/edit the description and sort key. 

The name of the list's creator is indicated. If an e-mail address is indicated in User Settings, that e-mail address will be the one included; otherwise, it will be the login.

Rename

Right-clicking on the name of the list and choosing Rename opens a window in which you can rename your list using the same rules as before.

Move

You can move the lists and their content by right-clicking and choosing Move list. The Lists assistant opens and displays the tree of Directories and Lists. To move a list, choose a new Directory and confirm the move by clicking OK.

The Cancel button closes the assistant window without moving the list.

The double blue arrow is used to update the tree.

The default list cannot be moved.

The section on moving and duplicating lists also gives information.

Delete

A list cannot be deleted unless it is empty. To do so, after right clicking on the list, click on Empty the list, in the following message appears: "Are you sure you want to empty the list? Yes/No", then after right clicking, choose Clear.

Next, after right clicking, click the Delete button to permanently delete the list. 

The default list may be emptied, but not deleted.

Sorting and counting

The lists and workfiles contained in a directory may be sorted.

The button indicated by a white arrow opens a drop-down menu that lets you choose sorting and counting options:

Sorting: You can sort by Name, Number of unread documents, Number of unfiled documents (no personal categorization), by Total number of documents, or by using the Sort key defined the time a directory and workfile were created. The workfiles may be presented in increasing alphabetical order if the Ascending box has been checked. 

Counting: You can display the Number of unread documents, Number of unfiled documents, or the Total number of documents. The three options may be presented simultaneously. The digits will be indicated in blue and in parentheses, next each workfile. 

Adding documents: move, duplicate, and drag and drop

When your list has been created and named, you can import the documents from your search or another list. To do so, select the documents by clicking on the selection box and then open the Move or Duplicate button. 

The function is limited to selecting at most 5000 families. You may move FamPat families or extended families. For extended families, the FamPat families of your extended families are the ones that will go into your list. 

 Drag and drop is symbolized by the icon . By clicking and holding with the mouse button to drag to the destination list, you can move the family. By clicking and holding with the mouse button and selecting the CTRL key to drag to the destination list, you can copy the family.

Displaying the content and toolbar

To display a list's content, simply click on its name in the Explorer tab.

A list of documents behaves as a hitlist. In particular, you can choose its layout, display tabs on the right-hand pane, run exports, etc.

All of the actions available from the hitlist are also available except for saving the search, creating an alert, and sorting by relevance.

Please note that your highlighting in your hitlist is not saved in your list, but you can of course apply the highlighting of your choice by clicking on the icon.

Deleting documents

An additional function appears in the toolbar when you are viewing a list: the Delete function. You can choose to "clean up" the contents of the list by deleting documents. To do so, select the document(s) you want to remove from the list, then click Delete in the toolbar.

Lists and history

Viewing the contents of a list automatically generates a search step in your Search History. You can therefore include it in your search strategy by combining it with a previous or future query.

My Recent Lists

When you are viewing a list from the Explorer tab, it appears in the Menu tab in the My Recent Lists section. Up to ten lists can be displayed. From My Recent Lists, you can select lists to display their content. If you want to change the name, parent directory, etc., you will have to change tabs and choose Explorer.

Sharing lists

You can share the content of your lists with experts. Experts have Questel logins and are in the pool of logins created for your company. To define an expert, you will need to contact your sales engineer in order to request that a pool be created.

When experts are created and you want to share with them certain lists that you have created, click on the  button. The directory tree appears. Sharing can only be done at the directory or subdirectory level if you have created them.

In the Share your directories assistant, assign a directory to an expert. Lists and workfiles included in the directory will be visible by the expert with whom it is shared.

Once you have selected the OK button to confirm sharing, the shared directory's icon changes to .