pergamonmystic:linkedhelp:lookup_using
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pergamonmystic:linkedhelp:lookup_using [2021/10/06 09:16] admin |
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| {{ :pergamonmystic:linkedhelp:mystichelp_lookup_0001.jpg?200|}} | {{ :pergamonmystic:linkedhelp:mystichelp_lookup_0001.jpg?200|}} | ||
| - | At its core, the **Lookup Manager** performs its job in exactly the same way as any other Manage Dialog in Mystic: | + | At its core, the **Lookup Manager** performs its job in exactly the same way as any other Manager Dialog in Mystic: |
| * Select an item in the left hand list | * Select an item in the left hand list | ||
| Line 16: | Line 16: | ||
| ==== Selecting an Item ==== | ==== Selecting an Item ==== | ||
| - | Mystic divides the various foundation data into **Categories**, each of which is of a specific type (or usage). The **Category Types** are: | + | The **Lookup Manager** displays all of the items that can be edited in a list on the left hand side of the dialog, in the same way as all other managers. However, because there are a large number of possible categories of data (an overview of what the categories do can be found in the [[PergamonMystic:linkedhelp:lookup_overview|Lookup Manager: Overview of the data categories]] article), you first need to select //which// category of data items you want to see. |
| - | * Item Indexing | + | You can do this by selecting the **Category** from the drop-down above the list. If there are a large number of items, you can also enter a filtering word or phrase which will reduce the number if items displayed. |
| - | * Item Popups | + | |
| - | * Item Qualifiers | + | |
| - | * Reader Indexing | + | |
| - | * Reader Popups | + | |
| - | * Reader Qualifiers | + | |
| - | * System | + | |
| - | If you do not see a particular category in the **Lookup Manager** which you wish to edit, it may simply be that their display is turned off - this is done to reduce the number of categories displayed in the drop-down list box at anyone time to reduce confusion from the large numbers. In order to make it visible, select the **[Options]** toolbar tab and toggle on the toolbar icons in the **[Reader Categories]**, **[Item Categories]** or **[System]** toolbar groups as required. | + | If you do not see a particular category in the **Lookup Manager** that you wish to edit, it may simply be that the display of its category group is turned //off// - this is done to reduce the number of categories displayed in the drop-down list box at any one time to reduce confusion from the large numbers. In order to make it visible, select the **[Options]** toolbar tab and toggle on the toolbar icons in the **[Reader Categories]**, **[Item Categories]** or **[System]** toolbar groups as required. |
| - | The **Indexing Category Types** represent foundation data which may appear in connection with a particular type of record (items, readers etc) any of which may be used multiple times within the same record. Such foundation data may therefore include Keywords and Contributors (i.e. Authors) as several different values of each type may be attached to the record. | + | Once a list of items is displayed, scroll to the entry that you need and select it - the details of the item are displayed in the fields on the right hand side of the dialog. |
| - | + | ||
| - | The **Popup Category Types** represent foundation data which would normally appear only //once// within a particular type of record and therefore typically is used to populate drop-down lists where only a single selection can be made. Such foundation data may therefore include Publishers, Series Titles, Student Classes etc. | + | |
| - | + | ||
| - | The **Qualifier Category Types** contain additional information which is combined with the above to add particular meaning to the specific use of that value in single cases. In the case of Contributors for example, individuals may be attached to items as Authors, Illustrators, Editors, Actors, Directors etc. and may be attached multiple times to the same record, each with a different Qualifier. | + | |
| - | + | ||
| - | The **System Category Types** contain foundation data which is used to configure Mystic, or otherwise inform Mystic how to operate. | + | |
| ---- | ---- | ||
| Line 40: | Line 28: | ||
| ==== Basic Use of the Manager ==== | ==== Basic Use of the Manager ==== | ||
| + | The basic use of the **Lookup Manager** is identical to other managers: | ||
| + | |||
| + | * If there are a large number of items to display, the **Lookup Manager** will page the list - use th **[Back]** and **[Forward]** toolbar icons to move through the pages of items found. | ||
| + | * To **edit** an item select it from the left hand list to display its details in the right hand side of the dialog. | ||
| + | * To **save** any changes to the item, click the **[Update]** toolbar icon or the **[Update]** button in the details area. | ||
| + | * To **create** a new item, ensure that you have selected the correct category where you want the item to be then click the **[Create]** toolbar icon. A new dummy entry is placed into the left hand list - select it and edit it as normal. | ||
| + | * To **remove** an existing item, select it from the left hand list to display its details then click the **[Remove]** toolbar icon to request its removal. | ||
| + | * | ||
| ---- | ---- | ||
pergamonmystic/linkedhelp/lookup_using.txt · Last modified: 2021/10/06 12:32 by admin
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