Details View: view record details

You've run a search and records are listed in Grid or List View showing a subset of fields. To view all data available for a record, select (click) the record to display it in Details View:

  • On a large screen (the Workspaces bar is visible), a Details View pane will open within the search workspace, on the right:

    Details View

    The two panels can be resized1 by placing the cursor over the panel divider, holding down the left mouse button and dragging left or right:

    Resizable panels

  • On a small screen, the display changes to Details View:

    Details View

A record's data is organized in Record Sections (if you're familiar with the desktop version of EMu, a Record Section is similar to a Tab) and Field Groups.

The management of a collection can involve a vast amount of information about collection objects / items, people and organizations, events, administration and more. This information is stored in modules that are specific to the type of information: for instance, a Parties module holds records about people and organizations involved in some way with your collection.

Within a record, information is organized in logical groupings called Record Sections. In a Parties record there is a Record Section for recording a person's name (Person), another for address details (Address), another for details about a person's roles (Roles), and another for recording biographical details (Biography), and so on. In the screenshot below, the Record Section displaying is Person. In each Record Section, related fields are grouped under a heading. On the Person Record Section we see six Field Groups:

  • Party Type
  • Person Details
  • Gender
  • Language
  • Derived Names
  • Source of Information

To view fields and the data in them, expand a Field Group (5 on the screenshot below):

 

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Option

Details

Details View

1

Navigate

Select the previous / next arrow to display details for the previous / next record in the current search results list.

2

Close

Select to close the Details View pane and return to the current list of records.

3

Summary Data

Every record has a Summary Data field. Summary Data is a combination of key data in a record (taken from one or more fields). Which field or combination of fields in a module is used to make up Summary Data can be specified by each institution (and implemented by Axiell developers).

As we see above, in the Parties module the Summary Data for a Person party is a combination of data drawn from several fields:

  • Last Name
  • First Name
  • Title
  • Institution

Note: By default, when you run a search using the Search form, your search terms are queried against Summary Data. If your search term is found in a record's Summary Data, that record is returned by your search.

4

Record Sections

A record's data is organized in Record Sections and Field Groups.

  1. Select View Record Sections to display all available Record Sections.
  2. Select a Record Section in the Record Sections list (Address in this example) to display its Field Groups (to the left).

  3. Close the Record Section list:

    Record Sections

5

Show / Hide fields

Select to expand a Field Group and show its fields and data. Select again to close the Field Group.

In this example, the Person Details Field Group has been expanded:

Field Group expanded

6

Edit

Select Edit to edit record details.

Details about editing records here.

Download media

 

View and download media2

In the Multimedia Record Section:

  • Select a thumbnail to view the image in a pop-up window.

  • Select the Download icon to download the media file to your device's Downloads folder.

Tip: It is also possible to download media files when editing a record. Details here.

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