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resources:cerl_thesaurus:editing:newinterface [2018/03/20 19:22] – [2.3 Using search keys] jahnke | resources:cerl_thesaurus:editing:newinterface [2018/03/27 15:39] – [4.5 Deduplicating Records] jahnke | ||
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|personalName|search only within the names (headings and variants) of persons \\ personalName: | |personalName|search only within the names (headings and variants) of persons \\ personalName: | ||
|record_flag|search for records bearing a specific marker \\ '' | |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/ | |sign|search within the sign/ | ||
|type|search for a certain record type \\ type:cnp| | |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|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 \\ '' | |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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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. | ||
+ | |||
+ | |||
+ | ==== 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 " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The part // | ||
+ | |||
+ | 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 ==== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The " | ||
+ | |||
+ | The format description and input conventions can be found [[format|here]]. Different from the old WinADH client, the Internal Format editor is used for editing records only - for merging duplicate records there is now a different editor available (see below). | ||
+ | |||
+ | In comparison to the form based editor, the display of the information stored in a record is much more compact and easiert to grasp at first glance. For experienced editors typing field numbers and subfields is probably faster than handling a complex form. | ||
+ | |||
+ | There is also no input validation implemented yet, any invalid fields, indicator positions or subfields will be silently ignored when the data is converted to JSON, so make sure to check from the record' | ||
+ | |||
+ | |||
+ | ==== 4.4 Using the YAML Editor ==== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The YAML editor is the most powerfull of the available editing clients. It allows you to directly manipulate the internal data structure and you should use it only if you know exactly what you are doing. | ||
+ | |||
+ | Internally records are stored in [[https:// | ||
+ | |||
+ | For longer records, you can switch the editor to full screen mode by pressing [F11] or clicking the yellow button labeled " | ||
+ | |||
+ | 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 try copying the record into an external validator (e.g. [[http:// | ||
+ | ==== 4.5 Deduplicating Records ==== | ||
+ | {{ : | ||
+ | |||
+ | The editor to merge duplicate records is only shown among the options for choosing and editing client if the record holds an indication of possible duplicates (''# | ||
+ | |||
+ | The duplicate candidate records are shown in the right column. The first (white) one is the record you started with; sinc this is the record the other are finally merged into, you cannot deselect it from deduplication. | ||
+ | |||
+ | Un‐select the records that are not duplicates to the first one by clicking the green checkmark in the box that represents the record in the right column. The box will turn grey and the fields that belong to that record will no longer be visible in the left column. As long as the box in the right column has a colour (other than grey, that is) the record will be merged into the first one, once you hit save. | ||
+ | |||
+ | Please note that by unchecking a record, you say that it is definitely not a duplicate to the first (white) one and by clicking the checkmark you say it definitely is. There is no "I’m not sure option" | ||
+ | |||
+ | Once you've made your decisions and unchecked or checked the non‐duplicates and duplicates, you could change the order of the fields. This might be desirable for the following fields 200, 210, 212, 215, 340, 350. If any of these fields is repeated within a record, the first occurrence is used for generating the short display in the search result set. To change the order of the fields, you can drag and drop a field with the mouse upwards or downwards into a new position. | ||
+ | |||
+ | When done, hit //Save//. The first record will receive all the fields of the active (coloured) records, which in turn will get a redirect to the first record' | ||
- | 4.1 Selecting an Editor | + | If there are many duplicate candidates it might be easier to check the records one by one. To do that, you start with “Hide all” (which turns all candidates grey) and then re‐activate the first candidate and see if it is a duplicate or not. If it’s not, uncheck it and go to the next. If it is, you could click the other button next to the check mark (the one with the three stripes on it) to switch the record’s colour to white before you proceed with the next record. So you’d know that everything that’s white is checked and “ok” and the amount of different colours is a little less confusing. |
- | 4.2 Using the Form Based Editor | ||
- | 4.3 Using the CT Internal Format Editor | ||
- | 4.4 Using the YAML Editor | ||
- | 4.5 Deduplicating Records |
resources/cerl_thesaurus/editing/newinterface.txt · Last modified: 2023/12/11 15:13 by jahnke