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— | menu:entityindex [2023/06/07 20:39] (current) – created - external edit 127.0.0.1 | ||
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+ | ====== Main Menu: Tools Menu: Entity Index ====== | ||
+ | |||
+ | ===== Quick Steps ===== | ||
+ | |||
+ | * Press < | ||
+ | * 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 < | ||
+ | * Choose 'Tools | Entity Index' from the main menu | ||
+ | {{: | ||
+ | |||
+ | Each RIMMF record in a database has one entry in this table. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ==== 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' | ||
+ | - 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: | ||
+ | * Select the record to open | ||
+ | * Click the 'Open in R-Tree' | ||
+ | * The R-Tree of records that are linked to the record will display | ||
+ | * Go [[[[details: | ||
+ | |||
+ | ==== Delete a single record from the Entity Index ==== | ||
+ | To delete a single record from the EI: | ||
+ | * Select the record | ||
+ | * Click the ' | ||
+ | * 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: | ||
+ | * 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: | ||
+ | |||
+ | |||
+ | __IMPORTANT__ | ||
+ | |||
+ | **Always** use the ' | ||
+ | |||
+ | ==== Export from the Entity Index ==== | ||
+ | |||
+ | * Open the Entity Index < | ||
+ | * Click the down arrow beside < | ||
+ | * Click on <Select All> | ||
+ | * Click the < | ||
+ | * Choose <Zip (Rimmf, ie. R-ball)> | ||
+ | * Click the < | ||
+ | * 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 ' | ||
+ | |||
+ | 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 ' | ||
+ | |||
+ | 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. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | 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 ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | If you click on Manifestation, | ||
+ | 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 ' | ||
+ | - It provides an interface for setting a more detailed filter (Click the ' | ||
+ | |||
+ | 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:// | ||
+ | |||
+ | ==== 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 < | ||
+ | * All of the records containing the word(s) will be highlighted, | ||
+ | * To clear a previous search, click the [X] button | ||
+ | |||
+ | For more details, see: [[howto: | ||
+ | |||
+ | ==== Change Font ==== | ||
+ | |||
+ | To change the Font setting in this table: | ||
+ | * Click the < | ||
+ | |||
+ | You have to close and re-open the EI to make the change to the font colour take effect. | ||
+ | |||