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menu:entityindex [2017/01/29 11:26] (current)
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 +====== Main Menu: Tools Menu: Entity Index  ======
 +
 +===== Quick Steps =====
 +
 +  * Press <Ctrl+E> at any time; or
 +  * Choose 'Tools | Entity Index' from the main menu
 +  * Choose from the functions listed under Detailed Steps in the Table of contents for this page:
 +
 +
 +===== Detailed Steps =====
 +
 +The Entity Index (EI) is a table of all of the records that you have stored in a particular data folder in  RIMMF. 
 +
 +==== Open the Entity Index ====
 +To access the EI, you can either:
 +  * Press <Ctrl+E> at any time; or
 +  * Choose 'Tools | Entity Index' from the main menu
 +{{:menu:toolsei.png?500|}}
 +
 +Each RIMMF record in a database has one entry in this table.
 +
 +{{:r3snaps:ei.new.png?500|}}
 +
 +==== Open a record from the Entity Index ====
 +There are 3 ways to open a record in the EI:
 +  - Double-click on the record to open (this shows only the elements that contain data)
 +  - Select the record to open and:
 +    - Click the 'Open selection' button to open the record (this shows the record with only the elements that contain data); or
 +    - Click the down arrow on the right of the button to choose a template in which to open the record (this shows the record with all elements included in the template, whether or not they contain data) 
 +
 +==== Open the R-Tree for a record from the Entity Index ====
 +To open the [[details:rtree|R-Tree]] for a record in the EI:
 +  * Select the record to open
 +  * Click the 'Open in R-Tree' button
 +  * The R-Tree of records that are linked to the record will display
 +  * Go [[[[details:rtree|**here**]] to learn more about the R-Tree 
 +
 +==== Delete a single record from the Entity Index ====
 +To delete a single record from the EI:
 +  * Select the record 
 +  * Click the 'Delete selection' button
 +    * If the Confirmation tells you that this record is linked to other records:
 +      * and you think you might want to delete some or all of the other records that are linked to this record:
 +        * then cancel this step (click <No>)
 +        * [[menu:entityindex#to_open_the_r-tree_for_a_record_from_the_entity_index|open in R-Tree]] instead
 +        * follow the 
 +      *  then then follow the instructions to open the record and then go to the R-Tree and find each record and note down the RIMMF Identifier (RID) of those linked records, in case you want to delete all of the records in the set
 +  * Confirm or reject deletion
 +    * If you confirm deletion: 
 +      * and the record is not linked to other records, the record will be deleted  
 +      * and the record is linked to other records, then the links in the other records to this record will be deleted and this record will be deleted 
 +    * If you reject deletion (No), the process is canceled
 +
 +==== Delete a set of records from the Entity Index ====
 +
 +  * You can delete an entire set of records by [[menu:entityindex#to_open_a_record_from_the_entity_index|opening the R-Tree for a record in the set]] and using the <Delete> button in the R-Tree; see [[details:rtree|Learn about: The 'R-Tree']] for more details.
 +
 +
 +__IMPORTANT__
 +
 +**Always** use the 'Delete' button on the Entity Index to remove records, or open the record and choose <File | Delete> or <Ctrl+F11>. Deleting the record file itself (in Windows Explorer, for example) does not delete the record's links, and these links are very central to RIMMF's role as a visualization tool.
 +
 +==== Export from the Entity Index ====
 +
 +  * Open the Entity Index <Ctrl+E>
 +  * Click the down arrow beside <Export>:
 +    * Click on <Select All>
 +    * Click the <Export> down arrow again
 +    * Choose <Zip (Rimmf, ie. R-ball)>
 +  * Click the <Export> button again
 +  * Enter a filename, or accept the one provided
 +  * Click <OK>
 +  * Click <OK> again (to include MARC source records)
 +  * Find the file on your Desktop
 +
 +==== Sort Columns in the Entity Index ====
 +The default sort order of the EI is by the 'shorturi' column, which is generally the same as the date the record was created.
 +
 +To make it easer to scan a list and find a record, you can sort the list by any column, by clicking on the header of the column. The list above is sorted by 'Composite Key'.
 +
 +After you click on a column header, a small triangle appears at the end of the column header. If it is pointing up, the column is sorted in ascending order; if pointing down, it is sorted in descending order.
 +
 +{{:menu:sortindy.png|}}
 +
 +
 +You can sort on more than one column too. Follow these steps.
 +  - Click on the header of the column for the primary sort (eg. Entity)
 +  - Hold down the Shift key, and click on the header of the column for the secondary sort (Eg. Composite key)
 +  - and so on
 +
 +To undo a multiple sort, just click any column header without holding down the Shift key
 +
 +==== Filter the Entity Index ====
 +
 +The EI also supports filtering, both simple and complex. 
 +
 +To filter on Entity, for example, place the mouse over the Entity column header (but don't click)--a small icon representing a 'filter' should appear to the right((In some versions of RIMMF, this icon will always be visible at the right-side of each column header)):
 +
 +{{:menu:filtericon.png|}}
 +
 +Click on the filter icon. A dropdown list that contains one item for each unique value in the column will appear. \\
 +Click on the value (or values) that you want to add to your filter:
 +
 +{{:menu:filterdropdown.png|}}
 +
 +If you click on Manifestation, only manifestation records will be displayed in the EI.\\
 +If you click on Person, only person records will be displayed.\\
 +And so on.
 +
 +You can select as many values for the filter as you want.
 +
 +Note that when a filter is set, an additional panel appears at the bottom of the screen. This filter panel serves a few purposes
 +  - It serves as a visual notification that a filter has been set
 +  - It tells you want the filter is
 +  - It provides a quick way to turn off the filter (Click the red 'X')
 +  - It provides an interface for setting a more detailed filter (Click the 'Customize' button)
 +
 +Note: Filters are turned off as soon as the EI is closed, or whenever the EI loses focus.
 +
 +For information on Custom filtering, visit this link:
 +[[http://www.marcofquality.com/pages/html/devx-filtering.htm]]
 +
 +==== Search the Entity Index ====
 +To find records in the EI that contain a word or words:
 +  * Click in the Search box at the bottom of the screen
 +  * Enter a word or words you would like to find
 +    * Hit <Enter>
 +    * All of the records containing the word(s) will be highlighted, but they are not grouped, so you may have to go up and down the page to see them all
 +  * To clear a previous search, click the [X] button
 +
 +For more details, see: [[howto:searchand_retrieve|How to: Search the Entity Index]]
 +
 +==== Change Font ====
 +
 +To change the Font setting in this table:
 +  * Click the <Font> button
 +
 +You have to close and re-open the EI to make the change to the font colour take effect.
 +
  
menu/entityindex.txt ยท Last modified: 2017/01/29 11:26 (external edit)
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