Introduction to KE EMu Training Page 1 Introduction to KE EMu .

Introduction to KE EMu Training Page 1

Introduction to KE EMu

www.kesoftware.com


Unit one objectives

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:


Desktop

Start Button Task Bar

Shortcut Icons


Windows screen

Menus

Tool Button Toolbar

Vertical Scroll Bar

Status BarHorizontal Scroll Bar

Title Bar

Task Bar


Unit two objectives

In this unit you will learn:

What are the KE EMu modules What are the key features of KE EMu


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


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.

Sourcemodule

Targetmodule

Summary Dataof attachedrecord(s)

Run a search for relevantrecord(s) to attach to

source record


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


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.


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.


Unit three objectives

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



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:


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


Form Window

Menus

Tool Button

Toolbar

Form Window

Status Bar Data View Tabs

Title Bar

Summary Data


Navigation

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:


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.


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.


Unit four objectives

Use a lookup list Perform a simple search Understand the advanced search features Understand the display options



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.


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:


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:


Unit five objectives

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

At the end of this unit you will understand:


Unit six objectives

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



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


Unit seven objectives

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



Sorting records

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

Each module can be sorted on any field within that module:


What is a 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

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.


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.


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 reportSelect a printer and print the reportExport the report in different formats, e.g. Excel,

Word, HTMLSave as a fileEmail the report to another user


Unit eight objectives

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 methodUsing the Add method

Scan an image directly into the Multimedia module



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.