pergamonmystic:linkedhelp:lookup
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| ====== Mystic Help ====== | ====== Mystic Help ====== | ||
| - | ===== Lookup Manager Concept Overview ===== | + | ===== Lookup Manager ===== |
| {{ :pergamonmystic:linkedhelp:mystichelp_lookup_0001.jpg?200|}} The **[Lookup Manager]** is a dialog intended to perform two specific functions, and is accessible only to suitably authorised staff users: | {{ :pergamonmystic:linkedhelp:mystichelp_lookup_0001.jpg?200|}} The **[Lookup Manager]** is a dialog intended to perform two specific functions, and is accessible only to suitably authorised staff users: | ||
| Line 8: | Line 8: | ||
| * Manage the various drop-down lists and foundation information which is used within other manager dialogs around the application | * Manage the various drop-down lists and foundation information which is used within other manager dialogs around the application | ||
| - | The **[Lookup Manager]** is laid out in a very similar way to most Mystic managerial dialogs. A list on the left hand side of the dialog allows you to choose a value that you wish to edit, as well as Category and Filtering options to reduce the number of values being displayed at any one time (the Keyword Category for example, may contain tens of thousands of entries). | + | In a quick overview, the **Layout Manager** sometimes fills users with trepidation, but in reality it follows the standard Mystic Manager Dialog process of: |
| - | When selected, the details of an entry appears on the right-hand side of the dialog. Depending upon what type of Category is being edited, fewer fields may be made available or entirely new editing sections that are specialised for that Category may appear. | + | * Select an entry to edit from the left hand list |
| - | + | * Edit the details when displayed on the right hand side | |
| - | In all other respects, use of the **[Lookup Manager]** follows the standard pattern: | + | |
| - | + | ||
| - | * Select a Category and Entry to edit | + | |
| - | * Edit the details | + | |
| * Update the details | * Update the details | ||
| - | Note however, that because the **[Lookup Manager]** is responsible for managing foundation data from around the Mystic database: | + | So why does the **Lookup Manager** seem so complicated? The reason for this resides primarily in the //type// of data that the Lookup Manager is intended to maintain. |
| - | + | ||
| - | * Many values that can be found in the **Lookup Manager** may be created and managed by other functional areas (e.g. creating new Keywords while cataloguing in the Catalogue Item Manager) without the need to use this dialog | + | |
| - | * A number of additional specialised functions and tools are provided (see links below). | + | |
| ---- | ---- | ||
| - | ==== Categories ==== | + | ==== Types (or purposes) of Data ==== |
| - | Mystic divides the various foundation data into **Categories**, each of which is of a specific type (or usage). The **Category Types** are: | + | There are really three different types, or purposes, of data being used by a normal user of Mystic, as shown in the following diagram: |
| - | * Item Indexing | + | {{ :pergamonmystic:linkedhelp:mystichelp_lookup_0002.jpg?400 |}} |
| - | * 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 simpyl be that their display is turned off. 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. | + | A good example of how this data is used is in the combination of an **Item** record with a **Reader** record to perform a function, in this case a **Circulation** which generates its own record in the database recording that the circulation occurred. |
| - | The **Indexing Category Types** represent foundation data which may appear in connection with a particular type of record (items, readers etc) any 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. | + | Feeding information into these three higher level records however, is the **Mystic Expanse** - essentially, a potentially vast amount of small **foundation** data records. These foundation data records provide everything from Keywords to Contributor names, Class names to reader circulation limits (Circulations Profile), to the very configuration of how Mystic should perform. |
| - | The **Popup Category Types** represent foundation data which would normally appear only //once// within a particular type of record and therefore typically is uses 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. | + | When you use the higher data records, such as the Circulations function, Catalogue Items or Reader Records, you do so using a dedicated Mystic Manager Dialog which is intended //just// for that purpose. To provide a dedicated editor for every type of foundation data in the Expanse however, would mean that you would need to keep track of of tens of different dialogs (possibly hundreds in the case of some Mystic licenses, where you are allowed to create your own data categories in the Expanse). |
| - | 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. | + | For this reason, we do it all through a single Lookup Manager dialog which is flexible enough to cope with many different types of data but using the same basic principles that you know from using other Managers. |
| - | The **System Category Types** contain foundation data which is used to configure Mystic, or otherwise inform Mystic how to operate. | + | It is usually the sheer number of different types of data which therefore worries users - but there is no real need to worry. Once you learn how to use on Mystic Manager Dialog, the others are almost identical with only the need to adapt to the few additional functions that you can use only in that area. |
| ---- | ---- | ||
| - | ==== Standard Categories ==== | + | Lookup Manager help articles: |
| - | + | ||
| - | The **Lookup Manager** has a number of core categories of information which are available in all versions of Mystic, as well as a number of custom categories which may have been created by Esferico on the behalf of Mystic users or by suitably authorised Mystic users with access to the Category tools. | + | |
| - | + | ||
| - | Standard categories include: | + | |
| - | + | ||
| - | === Item Indexes === | + | |
| - | + | ||
| - | * Audience | + | |
| - | * Categories | + | |
| - | * Contributors | + | |
| - | * Keywords | + | |
| - | * Languages | + | |
| - | * Provenance | + | |
| - | * Publishers | + | |
| - | * Reading Levels | + | |
| - | * Subjects | + | |
| - | * Vendor | + | |
| - | + | ||
| - | === Item Popups === | + | |
| - | + | ||
| - | * Category (Catalogue) Types | + | |
| - | * HID Formats (i.e. Barcode formatting options) | + | |
| - | * Keyword Packages | + | |
| - | * Media | + | |
| - | * Series | + | |
| - | * Status | + | |
| - | * Storage Location | + | |
| - | * Title prefixes | + | |
| - | + | ||
| - | === Item Qualifiers === | + | |
| - | + | ||
| - | * Contributor Qualifiers | + | |
| - | + | ||
| - | === Reader Indexes === | + | |
| - | + | ||
| - | * Audience | + | |
| - | * Gender | + | |
| - | * Protected Characteristics | + | |
| - | + | ||
| - | === Reader Popups === | + | |
| - | + | ||
| - | * Age Range | + | |
| - | * Circulation Profile | + | |
| - | * Groups (e.g. Classes) | + | |
| - | * HID Formats (i.e. Barcode formatting options) | + | |
| - | * Locations | + | |
| - | * OPAC Permissions | + | |
| - | * Salutations | + | |
| - | + | ||
| - | === Reader Qualifiers === | + | |
| - | + | ||
| - | * There are no **Reader Qualifier** categories at this time. | + | |
| - | + | ||
| - | === System === | + | |
| - | * Accessibility Options | + | * [[:pergamonmystic:linkedhelp:lookup_overview|Full overview of Lookup Manager Foundation Data]]\\ |
| - | * Audit Log Events | + | * [[:pergamonmystic:linkedhelp:lookup_using|Using the Lookup Manager]]\\ |
| - | * Booking Destinations | + | * |
| - | * Closure Days | + | |
| - | * Installed Lookup Packages | + | |
| - | * Package Events | + | |
| - | * Package Names | + | |
| - | * Protected Characteristic Types | + | |
| - | * System HUB | + | |
| - | * System Information | + | |
| - | * System Licenses | + | |
| - | * User Group Names | + | |
| - | * User Group Permissions | + | |
| - | * User Permissions | + | |
| ---- | ---- | ||
pergamonmystic/linkedhelp/lookup.1633434021.txt.gz · Last modified: 2021/10/05 11:40 by admin
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