1. Introduction to KE EMu www.kesoftware.com

2. Unit objectives: Introduction to Windows Use the keyboard and mouse Use the desktop Open, move and resize a Windows screen Use a Windows menu Use a shortcut menu Use the tool bar Know and use the common Windows shortcut keys At the end of this unit you will be able to:

3. Desktop Start Button Task Bar Shortcut Icons

4. Windows screen Menus Tool Button Tool Bar Vertical Scroll Bar Status Bar Horizontal Scroll Bar Title Bar Task Bar

5. Unit objectives: Introduction to KE EMu In this unit you will learn: What are the KE EMu modules Overview of how modules can be attached to each other

6. Unit objectives: Using KE EMu Log into KE EMu Use the Command Centre Open and view multiple modules Use and navigate around a form window Identify the screen modes Quickly find a field in a form At the end of this unit you will be able to:

7. Login 1. Enter the Host name of the KE EMu server 2. Enter your User name and password 3. Enter service name, e.g. EMu (live system) EMutrain (training system To log onto KE EMu:

8. Command Centre Lists the KE EMu modules that you can access Enables you to access KE EMu Help Enables you to exit KE EMu. Note: Examples in this course are taken from the Parties and Multimedia modules

9. Form Window Menus Tool Button Tool Bar Form Window Status BarData View Tabs Title Bar Summary Data

10. Navigating Use the Tab key to move the cursor forward one field, from the first field through to the last on the screen Use the Shift+Tab key to move the cursor back one field at a time Select a field by pointing and clicking with the mouse Click on a Data View Tab at the bottom of the Form window to view a different page of the form. To move around a form window:

11. Screen modes There are four screen modes: Search – allows you to run a search Display – displays results of a search Edit – allows you to edit records New – allows you to add new records The current screen mode is displayed in the left-hand corner of the status bar at the bottom of the screen.

12. Unit objectives: Searching Use a lookup list Perform a simple search Understand the display options At the end of this unit you will be able to:

13. Lookup Lists You can select a value for a field when running a search or adding a record Using a Lookup List saves typing, ensures correct spelling and helps you to select the right terminology, e.g.Sales assistant not Salesman Each Lookup List is assigned a permission status, which determines if you can add values to the list and whether you will be prompted when you do so A Lookup List shows a list of the values in a field.

14. Display options List view displays only a few fields. You can create your own List view and specify which fields you want to view Contact Sheet view displays thumbnails of available images Details view displays all the available fields KE Emu can display results in different views:

15. Basic searching How to run a simple search How to browse the matching results set How to run a multiple term search In this section we will learn:

16. Unit objectives: Parties What is a party What are the common party types and their associated information tabs Person tab Organisation tab Position tab Collaboration tab ULAN thesaurus tab How to create a new party At the end of this unit you will understand:

17. Unit objectives: Adding, Editing and Attaching Add a new record into KE EMu Save a new record Understand record validation Edit an existing record Attach a record to a record in another module At the end of this unit you will be able to:

18. Adding a record Click New to place the window in New mode Internal Record Number (IRN) is automatically assigned and displays in the top right-hand corner of the new record Enter the data for the new person, institution or venue. Be sure to visit every tab and enter a value into every field for which data is known Click Save The record must pass validation before it is added to the database

19. Unit objectives: Manipulating data Sort records Save your own sort criteria Edit a saved search Group records Save a results set Save your own search criteria Delete and discard a record Generate a report At the end of this unit you will be able to:

20. Sorting records Multiple sort criteria may be used, e.g. first by Organisation, then Department, and so on You can sort in both ascending or descending order Search the database before sorting records Save your own sort criteria to be used with other result sets Assign permission to other users to use your saved sort criteria Each module can be sorted on any field within that module:

21. Groups Static group: A set of records from a previous search. The IRNs of these records are grouped together and the group can be opened and viewed even after the current session is over. You can add further records to this type of group. OR Dynamic group: The saved criteria of a search. This allows you to re-run the search again. The results set may differ each time you re-run the search as the data may have changed. A group may be: When you first create a group, only you have access to it. However, if required, you can give other users permission to open and view your saved groups.

22. Deleting and discarding records When a record is deleted, you remove the record permanently from the module’s database When a record is discarded, you remove it from the matching results. This record is not removed from the database. Deleting and discarding operations are very different operations.

23. Reports All KE EMu modules have at least one pre- defined report (e.g. the Parties module has list, summary and worksheet reports). Before generating a report, search and find relevant records to include in the report. The Crystal Reports viewer allows you to: Preview the report Select a printer and print the report Export the report in different formats, e.g. Excel, Word, HTML Save as a file Email the report to another user

24. Unit objectives: Multimedia resources View a multimedia resource in the Multimedia module View a multimedia resource that is attached to a record Add a multimedia record to the Multimedia module Attach a multimedia resource to another record: Using the Drag and Drop method Using the Add method Scan an image directly into the Multimedia module At the end of this unit you will be able to:

25. Multimedia Each resource in a module is a separate record in that database, i.e. a multimedia resource is a record in the Multimedia module. Multimedia resources can be attached to records in other modules. For example, you can attach a multimedia resource to a Parties record in the Parties module. Each multimedia record describes the multimedia resource, not the product or party to which it is attached.

26. Unit overview: Advanced features How to change the interface options How to copy a record (ditto function) How to create a collaboration party What are multimedia partitions What are offline resources How to scan into KE EMu

27. Interface options The following options are applied to all modules in the system: Command Centre display Language settings Multimedia Spell checking Editing Module caching on start-up Colours Some interface options may be set for individual modules. For example, the Show List views can be customised per module.