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Introduction to KE EMu www.kesoftware.com.

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Presentation on theme: "Introduction to KE EMu www.kesoftware.com."— Presentation transcript:

1 Introduction to KE EMu

2 Unit one objectives At the end of this unit you will be able to:
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

3 Desktop Shortcut Icons Start Button Task Bar

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

5 Unit two objectives In this unit you will learn:
What are the KE EMu modules What are the key features of KE EMu

6 What are the key features of KE EMu?
In this unit we will have a brief overview of the key features of KE EMu. The KE EMu elements that combine to provide a powerful and flexible system are its: Modular system Tab switching Multimedia repository Registry

7 What is a modular system?
KE EMu is a modular system where the modules can reference or link to each other. Information that is stored in one module can be accessed through a field in a record in another module.

8 What is tab switching? Tab switching refers to the adjustment of the tabs and fields that are displayed in a module according to the selected discipline and/or the value in one or more fields. Tab switching applies when in: Query Edit Insert modes

9 What is the multimedia repository?
The multimedia repository contains the multimedia resources used in KE EMu. Access to the multimedia repository is available from many modules of KE EMu, such as the Catalog, Accession Lots and Loans modules, by selecting the Multimedia tab. Certain parts of the multimedia repository can be restricted to only specific users. Documents added to the multimedia repository are automatically converted to HTML and fully indexed. This means they can be published on an Intranet or Internet Multimedia resources are downloaded to the local PC and can be viewed in the software used to create them. Alternatively, audio and video files can be viewed through an external viewer registered on the local PC to play that multimedia format.

10 What is the Registry module?
The Registry module is a table resident on the KE EMu server. It is used to define many of the site-specific configuration parameters of KE Emu. The KE EMu Registry provides a mechanism for configuring and extending KE EMu without having to re-program the application.

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

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

13 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

14 Form Window Title Bar Menus Toolbar Tool Button Summary Data
Status Bar Data View Tabs

15 To move around a form window:
Navigation To move around a form window: 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.

16 What are the screen modes?
There are four screen modes: Query – allows you specify and run a search Display – displays results of a search Edit – allows you to edit records Insert – 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.

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

18 At the end of this unit you will be able to:
Unit four objectives At the end of this unit you will be able to: Use a lookup list Perform a simple search Understand the advanced search features Understand the display options

19 Lookup Lists A Lookup List shows a list of the values in a field.
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

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

21 Display options KE Emu can display results in different views:
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

22 At the end of this unit you will understand:
Unit five objectives At the end of this unit you will understand: What is a Party What are the common party types and their associated information tabs Person tab Organization tab Position tab Collaboration tab ULAN thesaurus tab

23 Unit six objectives At the end of this unit you will be able to:
Add a new record into KE Emu Save a new record Understand record validation Edit an existing record Use the ditto (copy) function Attach a record to a record in another module

24 Adding a record Click New to place the window in Insert 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

25 Unit seven objectives At the end of this unit you will be able to:
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

26 Sorting records Each module can be sorted on any field within that module: Multiple sort criteria may be used, e.g. first by Organization, 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

27 What is a Group? A group may be:
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 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. 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.

28 Deleting and discarding records
Deleting and discarding operations are very different operations. 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.

29 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 the report to another user

30 Unit eight objectives At the end of this unit you will be able to:
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

31 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.


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