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resources:cerl_thesaurus:editing:newinterface [2018/03/20 17:42] – [1.2 Forgot your password] jahnke | resources:cerl_thesaurus:editing:newinterface [2018/03/27 12:26] – [4.4 Using the YAML Editor] jahnke | ||
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With its migration into the hosting environment, | With its migration into the hosting environment, | ||
- | ==== 1.1 Logging in ==== | ||
+ | ==== 1.1 Logging in ==== | ||
+ | {{ : | ||
To use the editing facilities in the new web interface you will need a user account for the new hosting environment. The login details for WinADH or the CERL Website will not be recognised by the new system. There is, however, only one account for all databases hosted on http:// | To use the editing facilities in the new web interface you will need a user account for the new hosting environment. The login details for WinADH or the CERL Website will not be recognised by the new system. There is, however, only one account for all databases hosted on http:// | ||
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Please note that an account is only necessary for editing; searching and downloading records does not require a login. | Please note that an account is only necessary for editing; searching and downloading records does not require a login. | ||
- | {{ : | ||
- | ==== 1.2 Forgot your password ==== | ||
+ | |||
+ | |||
+ | ==== 1.2 Forgot your password ==== | ||
+ | {{ : | ||
If you ever forget your password, you can request a temporary login that will allow you to set a new password (see below how). Hit the " | If you ever forget your password, you can request a temporary login that will allow you to set a new password (see below how). Hit the " | ||
- | {{ : | ||
- | ==== 1.3 Maintaining your user data ==== | ||
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+ | |||
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+ | ==== 1.3 Maintaining your user data ==== | ||
+ | {{ : | ||
Once you have sucessfully logged in, your name will be displayed in the bottom navigation bar, in the place where the login button was before. Clicking on your name will take you to the page where you can manage your account. | Once you have sucessfully logged in, your name will be displayed in the bottom navigation bar, in the place where the login button was before. Clicking on your name will take you to the page where you can manage your account. | ||
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==== 1.6 Changing the interface language ==== | ==== 1.6 Changing the interface language ==== | ||
+ | {{ : | ||
Changing your preferred interface language on your account page, takes effect only after you log out and log in again. To change the interface language for the immedeately, | Changing your preferred interface language on your account page, takes effect only after you log out and log in again. To change the interface language for the immedeately, | ||
- | Please note that not all databases within the hosting environment are available in all languages. If you select a language which is available for the aCERL Thesaurus and then switch to a different database that does not support that language, the system will try the language you've set as " | + | Please note that not all databases within the hosting environment are available in all languages. If you select a language which is available for the CERL Thesaurus and then switch to a different database that does not support that language, the system will try the language you've set as " |
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The new CT interface provides two navigation bars, one at the top of the screen for the functions used by all users, and one at the bottom for the functions used less fequently. In addition to these, there is a menu available from the top navigation bar under the item labelled " | The new CT interface provides two navigation bars, one at the top of the screen for the functions used by all users, and one at the bottom for the functions used less fequently. In addition to these, there is a menu available from the top navigation bar under the item labelled " | ||
+ | |||
+ | {{ : | ||
From the top navigation bar you can access the search results screen (" | From the top navigation bar you can access the search results screen (" | ||
===== 2 Searching the CERL Thesaurus ===== | ===== 2 Searching the CERL Thesaurus ===== | ||
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==== 2.1 Full text search ==== | ==== 2.1 Full text search ==== | ||
- | + | {{ : | |
Probably the easiest approach to searching the CT is to use one or more terms in the full text search field. A full text search in the new environment will typically yield more hits than in the previous system, due to different indexing principles applied to the data. (To let your search mimic the behaviour of the old system, see below.) | Probably the easiest approach to searching the CT is to use one or more terms in the full text search field. A full text search in the new environment will typically yield more hits than in the previous system, due to different indexing principles applied to the data. (To let your search mimic the behaviour of the old system, see below.) | ||
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You may click a heading in these list to access the full record. | You may click a heading in these list to access the full record. | ||
- | Clicking on "Show all ... record" will present the records of that set in a list that can be paged through using the buttons at the bottom of the page. | + | Clicking on "Show all ... records" will present the records of that set in a list that can be paged through using the buttons at the bottom of the page. |
To bookmark a record, click the bookmark icon in the top right corner of the record. You can access your bookmarked records from the item " | To bookmark a record, click the bookmark icon in the top right corner of the record. You can access your bookmarked records from the item " | ||
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The option " | The option " | ||
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+ | {{ : | ||
The limit "by feature" | The limit "by feature" | ||
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==== 2.3 Using search keys ==== | ==== 2.3 Using search keys ==== | ||
+ | You may formulate more complex queries using the following search keys in the search box. A search key must always be followed by a colon and the value you are searching for without any blanks. You may also use parentheses and the Boolean operators AND, OR and NOT (note that the Boolean operators must be written in capital letters). | ||
+ | |||
+ | Truncation is possible by adding an asterisk (*) to the search term. To search for phrases, put those in quotation marks ("). | ||
+ | |||
+ | |address|search within the address of an entity \\ '' | ||
+ | |corporateName|search only within the names (headings and variants) of corporate entities \\ '' | ||
+ | |dedup|search for records marked for deduplication (see below) \\ '' | ||
+ | |external_id|search for IDs from external files \\ '' | ||
+ | |feature|search for records with certain features \\ '' | ||
+ | |gender|search for persons or printers by their gender \\ '' | ||
+ | |id|search for a CERL Thesaurus ID \\ '' | ||
+ | |imprintName|search only within the names (headings and variants) of printers etc. \\ '' | ||
+ | |last_changed|search for records last changed at a certain date or within a certain time period \\ '' | ||
+ | |name|search only within name fields \\ '' | ||
+ | |note|search only within note fields \\ '' | ||
+ | |placeName|search only within the names (headings and variants) of places \\ '' | ||
+ | |personalName|search only within the names (headings and variants) of persons \\ personalName: | ||
+ | |record_flag|search for records bearing a specific marker \\ '' | ||
+ | |related_to|search for records that link to the given record id. There is a number of search keys that allow for more detailled searches for certain relationship types, which are not listed here. \\ '' | ||
+ | |sign|search within the sign/ | ||
+ | |type|search for a certain record type \\ type:cnp| | ||
+ | |year_end|search for entities whose activity or existence ended before, in or after a certain year \\ '' | ||
+ | |year_start|search for entities whose activity or existence started before, in or after a certain year \\ '' | ||
+ | |||
+ | a complete list of available search keys can be found here: [[indexing]] | ||
==== 2.4 Working with the Search History ==== | ==== 2.4 Working with the Search History ==== | ||
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==== 2.5 Browsing alphabetical indexes ==== | ==== 2.5 Browsing alphabetical indexes ==== | ||
+ | {{ : | ||
You may search for names of places, corporate bodies, printers, persons and entities for which provenance information is available by using alphabetical browse lists. They are available from the item " | You may search for names of places, corporate bodies, printers, persons and entities for which provenance information is available by using alphabetical browse lists. They are available from the item " | ||
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3.10 Other Formats | 3.10 Other Formats | ||
- | 4 Editing the CERL Thesaurus | + | ===== 4 Editing the CERL Thesaurus |
+ | |||
+ | {{ : | ||
+ | |||
+ | At the bottom of every record you will find the buttons that allow you to edit the data in the CERL Thesaurus (if you have the necessary access rights, that is). This follows the principle that things that are important to every user are placed on the top of the screen and items that are of importance only to the CERL appointed editors are a bit more hidden away at the bottom. | ||
+ | |||
+ | Depending on your editing rights, there can be up to three icons: | ||
+ | |||
+ | The rightmost, that shows a small rubbish bin, will **delete** the record. Please be careful with this one, you will be asked for confirmation (twice, acutally) before the record is deleted, but once you have confirmed that, it is gone for good. | ||
+ | |||
+ | The middle one, showing two sheets of paper, will make a **copy** of the record and open it in the form based editor. This might be useful if you are creating a number of very similar records and want to save some time typing the same things in over and over. Although, this is probably more of use in the other databases living in this hosting environment than to the CERL Thesaurus. | ||
+ | |||
+ | The leftmost button, showing a notepad and a pencil, will open the current record for **editing**. There are currently four different editors available, according to your editing rights you will presented a list where you can pick the one that is best for what you want to do with the record. | ||
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+ | |||
+ | ==== 4.1 Selecting an Editor ==== | ||
+ | {{ : | ||
+ | |||
+ | If your account has complete editing rights on the CERL Thesaurus, you will be shown the following selection of editing clients. Each of it has its strengths and weaknesses and you may want to choose the client you want to use according to the things you want to edit in the record and according to how close you feel to the Thesaurus' | ||
+ | |||
+ | |||
+ | ==== 4.2 Using the Form Based Editor ==== | ||
+ | {{ : | ||
+ | |||
+ | The form based editor presents the record in a web form where each data element is in a separate field and where each field has a plain text label. If you are not (yet) very familiar with the CERL Thesaurus format or want to enter a new record from scratch, this editor might be a good choice. On the other hand, the record structure of the Thesaurus is quite complex and records can get rather lengthy, which can lead to enormously long forms that can be difficult to navigate. | ||
+ | |||
+ | The form consists of two main parts: data about the entity that the record describes (the actual " | ||
+ | |||
+ | {{ : | ||
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+ | The part // | ||
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+ | Fields you cannot edit, like the editing history, have a pale grey background. | ||
+ | |||
+ | Fields may contain subfields. In these cases subfields are contained in a separate sub-form, which by default is also folded, so you can only see the fields title. You will recognise these folded subforms by a little black downward pointing error on the left side. Click on the field' | ||
+ | |||
+ | A big blue plus-sign on the right of a field means that this field is repeatable and that you can add another field of this kind by clicking on it. Please note that in order to add an additional complex sub-form, you have to open the last sub-form to find the blue plus-button. When adding additonal fields, the order of fields is kept as it is in the form. So, if you want to add a new " | ||
+ | |||
+ | When done editing, click the green //Save// button at the bottom of the form, or //Cancel// if you want to discard your changes. | ||
+ | |||
+ | ==== 4.3 Using the CT Internal Format Editor ==== | ||
+ | |||
+ | ==== 4.4 Using the YAML Editor ==== | ||
- | 4.1 Selecting an Editor | + | {{ : |
- | 4.2 Using the Form Based Editor | + | The YAML editor is the most powerfull of the available editing clients. It allows you to directly manipulate |
- | 4.3 Using the CT Internal Format Editor | + | Internally records are stored in [[https:// |
- | 4.4 Using the YAML Editor | + | For longer records, you can switch |
- | 4.5 Deduplicating Records | + | If you are trying to save your record, but nothing happens, you have most likely made an error with the YAML-Syntax. Since the editor does not yet return a validation report, you may copying the record into an external validator (e.g. [[http:// |
+ | ==== 4.5 Deduplicating Records |
resources/cerl_thesaurus/editing/newinterface.txt · Last modified: 2023/12/11 15:13 by jahnke