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Editing the CT Format Description Printers' Records Indexing Principles CERL Thesaurus

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resources:cerl_thesaurus:editing:newinterface [2018/03/20 17:46] – [1.6 Changing the interface language] jahnkeresources:cerl_thesaurus:editing:newinterface [2018/03/27 11:13] – jahnke
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 With its migration into the hosting environment, the current editing infrastructure consisting mainly of the WinADH editing client becomes obsolete and can no longer be used. All editing can now done via your web browser. This allows also users of non-Windows operating systems to edit the CT from their computers. With its migration into the hosting environment, the current editing infrastructure consisting mainly of the WinADH editing client becomes obsolete and can no longer be used. All editing can now done via your web browser. This allows also users of non-Windows operating systems to edit the CT from their computers.
  
-==== 1.1 Logging in ==== 
  
  
  
 +==== 1.1 Logging in ====
 +{{ :resources:cerl_thesaurus:editing:login.png?300|Login}}
 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://data.cerl.org ; if you already have an account for the ISTC or MEI, let the database administrator know and they will assign the necessary editing rights to it.  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://data.cerl.org ; if you already have an account for the ISTC or MEI, let the database administrator know and they will assign the necessary editing rights to it. 
  
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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.
  
-{{ :resources:cerl_thesaurus:editing:login.png?600 |Login}} 
  
-==== 1.2 Forgot your password ==== 
  
  
 +
 +
 +==== 1.2 Forgot your password ====
 +{{ :resources:cerl_thesaurus:editing:forgotpassword.png?300|Resend 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 "Forgot your password?" button which you can find at the bottom of the login form and in the form popping up next, fill in either your username or, if you have forgotten that, too, your email address. You will then receive an email with further instructions. 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 "Forgot your password?" button which you can find at the bottom of the login form and in the form popping up next, fill in either your username or, if you have forgotten that, too, your email address. You will then receive an email with further instructions.
-{{ :resources:cerl_thesaurus:editing:forgotpassword.png?600 |}} 
-==== 1.3 Maintaining your user data ==== 
  
 +
 +
 +
 +
 +==== 1.3 Maintaining your user data ====
 +{{ :resources:cerl_thesaurus:editing:account.png?300|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. 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 ====
 +{{ :resources:cerl_thesaurus:editing:language.jpg?300|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, click the link labelled "Language" in the navigation bar at the bottom of the page. A menu will pop up, which will let you choose a different 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, click the link labelled "Language" in the navigation bar at the bottom of the page. A menu will pop up, which will let you choose a different language. 
  
 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 "preferred language" in your account settings, if you are logged in, or if that is not available either, the language set as default by your browser (check browser's help pages how to change this) or if that doesn't work either, it defaults to English. 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 "preferred language" in your account settings, if you are logged in, or if that is not available either, the language set as default by your browser (check browser's help pages how to change this) or if that doesn't work either, it defaults to English.
-{{ :resources:cerl_thesaurus:editing:language.jpg?600 |Language}}+ 
  
 ==== 1.7 Navigation ==== ==== 1.7 Navigation ====
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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 "More...". This menu contains all other options availble. According to the access rights associated with your account the items displayed here might be different than for other users. 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 "More...". This menu contains all other options availble. According to the access rights associated with your account the items displayed here might be different than for other users.
 +
 +{{ :resources:cerl_thesaurus:editing:navbartop.png?600 |}}
  
 From the top navigation bar you can access the search results screen ("Search"), the alphabetical index browse lists ("Browse"), your search history ("History") and your Bookmarks ("Bookmarks"). The bottom bar allows you to access your account page (see above), the main menu of the hosting environment where you can switch to another dataset ("Datasets"), the CERL Thesaurus help section on the CERL Website ("Help") or the contact details of the CERL Secretariat ("Contact"). From the top navigation bar you can access the search results screen ("Search"), the alphabetical index browse lists ("Browse"), your search history ("History") and your Bookmarks ("Bookmarks"). The bottom bar allows you to access your account page (see above), the main menu of the hosting environment where you can switch to another dataset ("Datasets"), the CERL Thesaurus help section on the CERL Website ("Help") or the contact details of the CERL Secretariat ("Contact").
  
 ===== 2 Searching the CERL Thesaurus ===== ===== 2 Searching the CERL Thesaurus =====
- 
  
 ==== 2.1 Full text search ==== ==== 2.1 Full text search ====
- +{{ :resources:cerl_thesaurus:editing:search1.png?300|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 "Bookmarks" in the top navigation bar. 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 "Bookmarks" in the top navigation bar.
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 The option "Search for names only" will limit your search to the headings and variant names fields of a record, thus emulating the search behaviour of the old CERL Thesaurus web interface. The option "Search for names only" will limit your search to the headings and variant names fields of a record, thus emulating the search behaviour of the old CERL Thesaurus web interface.
 +
 +{{ :resources:cerl_thesaurus:editing:search2.png?300|Search}}
  
 The limit "by feature" option allows you to select those records from the current sets that contain either provenance information, Links to the printers' devices or images (portraits). The number in parentheses indicates the size of the resultset after applying the limitation. You may also limit your result by the gender of the described person (persons and imprint names). The limit "by feature" option allows you to select those records from the current sets that contain either provenance information, Links to the printers' devices or images (portraits). The number in parentheses indicates the size of the resultset after applying the limitation. You may also limit your result by the gender of the described person (persons and imprint names).
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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 \\ ''address:"Kerk-straat"''|
 +|corporateName|search only within the names (headings and variants) of corporate entities \\ ''corporateName:university''|
 +|dedup|search for records marked for deduplication (see below) \\ ''dedup:cnl''|
 +|external_id|search for IDs from external files \\ ''external_id:gnd'' or ''external_id:(gnd 1029934118)''|
 +|feature|search for records with certain features \\ ''prdv'' Printers' Devices \\ ''prov'' Provnance Information \\ feature:prdv |
 +|gender|search for persons or printers by their gender \\ ''a'' female \\ ''b'' male \\ ''u'' unknown \\ ''gender:a''|
 +|id|search for a CERL Thesaurus ID \\ ''id:cnc00006222''|
 +|imprintName|search only within the names (headings and variants) of printers etc. \\ ''imprintName:sermartelli''|
 +|last_changed|search for records last changed at a certain date or within a certain time period \\ ''last_changed:[2017-12-01 TO * ]'' all records changed at or after Dec, 1st 2017|
 +|name|search only within name fields \\ ''name:hamburg''|
 +|note|search only within note fields \\ ''note:printer''|
 +|placeName|search only within the names (headings and variants) of places \\ ''placeName:hamburg''|
 +|personalName|search only within the names (headings and variants) of persons \\ personalName:aristoteles|
 +|record_flag|search for records bearing a specific marker \\ ''record_flag:ba18''|
 +|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. \\ ''related_to:cnl00032270''|
 +|sign|search within the sign/marks/devices fields \\ ''sign:tortuga''|
 +|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_end:>1800'' \\ year_end:<1500|
 +|year_start|search for entities whose activity or existence started before, in or after a certain year \\ ''year_start:[1530 TO 1560]''|
 +
 +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 ====
 +{{ :resources:cerl_thesaurus:editing:browse.png?300|Browse}}
 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 "Browse" in the top navigation bar.  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 "Browse" in the top navigation bar. 
  
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 3.10 Other Formats 3.10 Other Formats
  
-4 Editing the CERL Thesaurus+===== 4 Editing the CERL Thesaurus ===== 
 + 
 +{{ :resources:cerl_thesaurus:editing:editing1.png?200|editing}} 
 + 
 +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.
  
-4.1 Selecting an Editor+==== 4.1 Selecting an Editor ====
  
-4.2 Using the Form Based Editor+==== 4.2 Using the Form Based Editor ====
  
-4.3 Using the CT Internal Format Editor+==== 4.3 Using the CT Internal Format Editor ====
  
-4.4 Using the YAML Editor+==== 4.4 Using the YAML Editor ====
  
-4.5 Deduplicating Records+==== 4.5 Deduplicating Records ====
 resources/cerl_thesaurus/editing/newinterface.txt · Last modified: 2023/12/11 15:13 by jahnke

 

 

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