Setting Up Filters

To set up filters, go to the Filters portlet, select the database for which you want to establish filter preferences, and click the link Manage Filters.

In the Filters page, users can browse a list of filters that is divided in four categories: Popular, LinkOut, Properties and Links. To select and activate a filter, click the checkbox next to the filter name.

The "Popular" category lists the most commonly requested filters according to each NCBI database. For example, the filters Bacteria and genomic DNA/RNA are requested for Nucleotide.

The "LinkOut" category groups records that have links to resources provided by outside organizations, such as full-text publications, biological databases, consumer health information, library holdings and research tools. These links provide supplemental information related to records in NCBI databases. For example, users looking for affinity data can select the Binding database as a filter in PubMed.

The "Properties" category groups records according to specific criteria for each database, such as languages, gender, age groups, publication type for PubMed; biosource, molecule type, RefSeq for Nucleotide among many others.

The "Links" category groups records that have links to other NCBI databases. For example, you can select "Links to OMIM" to create a result link that groups all records retrieved in a search that have links to OMIM. The result link is active every time you search any NCBI database (see image below).

Libraries using LinkOut to display their holdings in PubMed can set up a filter for their holdings in My NCBI. In the Filters portlet click on the link “Manage Filters.” Select the radio button for LinkOut. Enter the library name in the filter search box. Check the box under the “Filter” column. In addition, to display the library icon, check the box under the “Link Icon” column.

Note:

• To deactivate filters, uncheck the box next to the filter name
• To see your active filters and icon settings, check the Filter list for each database

LinkOut and Properties are divided into subcategories that may include additional subcategories. You may choose to have either a single filter added to your search results or an entire category or subcategory

• If you know the name of a filter you are interested in, you can search for filter names and descriptions using the Search with Terms search box
• Some databases have a default set of result filters that are active whether you have a My NCBI account or not. Default filters are replaced by your filter preferences, which can also be accessed and changed from all databases results pages. When on a results page, look for “Filter you results” and click the link “Manage Filters” to access your filter preferences list

Creating Custom Filters

It is possible to customize your own filters for any NCBI database. To create a custom filter:

1.

Sign into My NCBI and go to Filters, click the link Manage Filters

2.

Choose the database for which you want to create a custom filter from the drop-down list.

3. Click the button

4. On the pop-up window, enter the Name for this custom filter and the Search terms that you wish to use for this filter. Note that queries should not be longer than 4,000 characters and should not include terms with truncation (asterisk).

5. You can then click “Run Filter” to see the number of items retrieved by the custom filter search.

6. If you are satisfied with the custom filter, click “Save Filter.” Your new custom filter will be automatically activated and displayed in the database filter list.

7. To modify a custom filter, click the gear icon and then amend the filter Name and Search terms.

8. To deactivate filters, uncheck the box next to the filter name.

Examples of custom filters for PubMed: