The Ribbon

Add a record to the module. The module enters New mode and clears all fields except for default values.

Save the current record.

A list of all open modules and their current screen mode displays beneath this heading. Select a module name in the list to bring it to the front of all other modules (giving it "focus"):

A list of all modules you are authorized to access displays beneath this heading. Select a module name from the list to open it:

It is not possible to open another instance of an open module with this method. If you select a module from the list that is already open, you simply give it focus (i.e. bring it in front of any other open modules).

Tip: To open another instance of an open module, hold down the keyboard CTRL button as you click the module name in the list (Step 2).

See How to open and close modules for more details.

Discard either the current The record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time. or selected A selected record is one that has been chosen either on its own or to as part of a group of records. It is usual to select the records you want to be affected by an operation before performing the operation. Selected records are used in many instances, e.g. when a number of records are to be: discarded, saved in a group, or attached to another record. A selected record displays on screen with a blue background when in List View. records.

When a record is discarded from a group of records, it is only removed from the current result set. It is not removed (deleted) from the database.

Note: The CTRL+D will only discard the current record, even if multiple records are selected.

Open the Print Setup dialogue box in order to select a printer and / or configure a printer.

Displays EMu identification information, including Host, Service, Client and Server Version numbers:

When dealing with Axiell Support you may be asked to provide this information. You can use the Copy to Clipboard button to copy the information and paste it into an email or Support ticket.

See What is my version of EMu? for details.

Add a record to the module. The module enters New mode and clears all fields except for default values.

Available in all modes.

Cancel the current operation (search, edit, or new record before it is saved).

Available in all modes.

Displays the TexQL Query Statement of a search in the current module (i.e. excludes attachment fields).

The Query Statement can be edited.

Displays the current search criteria in TexQL format, including any searches that will run in any attached modules.

The Query Statement can be edited.

Enter or return to Search Search mode, clearing all values from fields except for default search values.

Available in Display, New and Edit modes.

Tip: If changes to a record have not been saved, you will have the option to save or cancel the changes.

All View options are available in Display, New and Edit modes.

Display records in Contact Sheet View.

Display records in Details View.

Move to the first record in the record set.

Move to the next record in the record set.

When records have been returned by a search, retrieved from a group and / or just added to the module, the Go to Record utility can be used to move to a record in the current list of records. For example, it is possible to move directly to record 35 of 40 records.

See How to move through a group of records for details.

Display the Sort dialogue. Select an existing sort with which to sort records returned by a search, retrieved from a group and / or just added to the module, or create a new sort.

Check the spelling of the selected records.

Select all records currently displaying in the module.

Select the current record The record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time., adding it to any others already selected.

Select the current record The record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time. only.

Note: All other records will be deselected.

Paste text currently saved to the clipboard.

Copy the selected text in a field, or records in a List View.

Undo the last edit.

Return the current record to a previous state.

Clear the current field of any content.

Note: In a multi-language environment, all data is cleared from the field even if only a single language is set to display.

In Search mode, clear all search values entered in all fields (this includes default values A value that displays automatically in a field in Insert / New or Search mode.).

Where there are two or more copies of a record, identify the master record (the one to keep) and merge the other copies with it: merging the records ensures that any attachments to the copies are transferred to the master. The copies can then be deleted.

Note: The Merge records function does not merge data in the obsolete records with the master record. For example if the J. Smith record has an address that is valid for the John Smith record, it is necessary to copy and paste the address manually into the John Smith record.

Merge the selected records with the master record.

The Ditto utility is used to copy data from:

• A field in the Ditto record The record from which data is copied into a new or existing record using the Ditto utility. into the same field in another record.
• A tab in the Ditto record into the same tab in another record.
• All fields in the Ditto record into another record.

See The Ditto utility for details.

For the current tab only, copy data from the same tab in the Ditto record The record from which data is copied into a new or existing record using the Ditto utility..

Make the current record the Ditto record The record from which data is copied into a new or existing record using the Ditto utility..

Automatically make the last record saved the Ditto record The record from which data is copied into a new or existing record using the Ditto utility..

The current set of default values for the current mode (New or Search) will be loaded into fields.

Select a tab name from the drop list to display the tab in the Display pane.

Refresh the data in the current or selected records.

The creator of a List View can resize columns and change the order of columns (via drag and drop); click Save to save these changes.

Display the Fields box and select which List View to use.

In Page View, launch a browser in which to display the current record.

The left pane of the module window can display a list of field shortcuts and their values. There can be multiple Shortcut lists, each with a different sub-set of fields.

Display the Shortcuts box and select which Shortcuts list to use.

Display the Attachments box with a list of all modules and every field in each of those modules that can attach to the current record. If an attachment exists, it is indicated. From the Attachments box it is possible to open any module and record that made an attachment to the current record

With the View Attachments Registry entry it is possible to add modules as sub entries to Find. Selecting a module name will open the module and display all records attached to the current or selected records.

Note: This option can be set for Search and Display modes separately.

In Search mode, display / hide reverse attachment tabs.

When displaying records, show every reverse attachment tab (whether there is an attachment recorded on the tab or not).

EMu can support multiple languages. All prompts, menus, button and data can be displayed in the language selected by the user.

See Support for languages for more details.

Check the spelling of the selected records.

Display the Sort box with a list of predefined sorts. Select a sort or create a new sort.

See Sorting records for details.

Record Level Security provides organizations with control over who can do what to records on a per user and per group basis.

See Record Level Security (RLS) for details.

Update the security permissions for one or more selected records.

Change the password you use to log into EMu.

Create a batch of records based on an existing record.

See Record Templates for more details.

It is possible to schedule the regular export of data and also to export data immediately.

Select Export to display the Exports box and select a predefined export to run or edit a predefined export or define a new export.

See Exporting records: Scheduled Exports for details.

After a search has been run you may want to save the group of records returned so that you can access them again; or you may want to save the search criteria used to generate this group of records (especially if the search is quite involved).

See Grouping records for details.

Add the current record The record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time. to a new or existing group, or replace an existing group with the current record.

Add all records currently displaying to a new group or an existing group, or replace an existing group with the current record.

Display the Restore Group box with a list of static One or more records returned by a search and saved as a group. The IRNs of these records are saved as the group so that whenever the group is accessed, the same records are displayed. and dynamic The saved search criteria used to generate a set of records, e.g. "all records added this month". The result set may differ each time the group is retrieved as the data may have changed. groups

Show / hide the Archive Browse panel.

The Archive Browse panel displays the entire Archive tree for the current record The record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time. in a free-floating window (initially to the left of the module window):

About the Archive Browse panel:

• The archive tree displayed in the Archive Browse panel is the same as on the Archives tab in the main module window.
• A record selected in the Archive Browse panel becomes the current record The record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time.in the main module window.
• Any record may be drag-and-dropped in the Archive Browse panel to adjust the archive hierarchy.

See Using the Archive Browse panel for more details.

When one or more archives records have been returned by a search or retrieved from a group it is possible to add records to the record set and simultaneously discard the current record.

Example

Three records have been returned by a search:

In this case, the current record The record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time. is [BW/F/2/3], File, Journal.

1. Double-click one of the records to view it in Details View and select the Archives tab.

2. Select one or more records on the Archives tab:

   

3. Click Add Records>Discard Current on the Archives tab of the Ribbon.

   The selected records are added to the previously returned records, except for the current record, which has been discarded.

   

A hierarchy can contain many thousands of items; when drilling down through the items it is a simple matter to return to the current record The record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time. in the hierarchy with this option.

Example

As we see from the 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). In Details View the current record's Summary Data displays beneath the Ribbon. A target record's Summary Data displays in an attachment field when an attachment has been made. 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)., the current record is [BW/W], Fonds, Estate, Maps and Plans. In the hierarchy we have navigated away from the current record and it is no longer visible. It is a simple matter to return to the current record by clicking:

• Select Current on the Archives tab of the Ribbon

  -OR-

• Select the current record beside the Archives hierarchy.

The current record will be revealed in the hierarchy:

Move the current record above the selected record. Works similarly to Move As Child (see above) but moves the current record to a position in the hierarchy immediately above the selected record and at the same level in the hierarchy.

Note: As this action involves changing the order of items in the hierarchy, the Archive|User Defined Ordering Registry entry must be set to true.

To move the current record above the selected record:

1. Click:
   • Move Above on the Archives tab of the Ribbon

     -OR-

   • Move the current record above the selected record beside the Archives hierarchy.

   A message displays requiring confirmation of the move.

2. Click Yes to proceed with the move.

   The current record (and all of its children) is moved above the selected record.

Update the condition information of the current record or batch update multiple objects.

Update the value of one or multiple objects.

When the cursor is in a field with a Lookup List, display the associated Lookup List. Select a value in the list to enter it in the field.

When the cursor is in an attachment field A field in a module that can be linked (attached) to a record in the same or another module. When an attachment has been made, the target record's Summary Data displays in the attachment field., open the target module An attachment is made from a record in one module to a record in the same or another module. The module from which the attachment is initiated is the Primary module; the module that is attached is called the Target. and list any records attached to the current field.

Insert the current time into the current field.

Select one or more records in the Collections hierarchy and add them to the current record set.

Select one or more records in the Collections hierarchy and open another instance of the Collection Descriptions module to view their details.

The same result is achieved by clicking View Attachments beside the Hierarchy field.

View the Taxonomy record for any name in the hierarchy:

1. Select a name in the hierarchy.
2. Select View Records to open another instance of the Taxonomy module to view the record for that name.

Attach a multimedia resource to the current record.

Scan an image.

Download the multimedia resource and save it. The drop list can include one or more resolutions and file formats to choose from.

View all multimedia resources attached to a record in the Multimedia module.

Print the multimedia resource in specific format and size, e.g. Certified (Large).

View the multimedia resource attached to a record in a larger view.

Where more than one multimedia resource is added to the record, move to the previous multimedia resource.

Where more than one multimedia resource is added to the record, move to the last multimedia resource.

Pause the video or audio file.

Add a new multimedia resource to the Multimedia module.

Resources include:

• File
• URL
• Reference
• Supplementary

Tip: The 2nd level options are enabled when the appropriate tab (listed in a module's Tabs pane) is selected in Display mode. For example, the Supplementary option is only enabled when the Supplementary tab has been selected.

Scan an image.

Download the multimedia resource and save it. The drop list can include one or more resolutions and file formats to choose from.

Launch an application (on your PC) associated with a media type (image, document, etc.) to edit the resource and save changes back to EMu.

Note: This option is only enabled when the Multimedia tab (listed in a module's Tabs pane) is selected in Display mode.

Generate a new resolution for one or more multimedia images.

Play the video or audio file.

Stop the video or audio file.

Add the selected parts records to the current record set.

Open all records that are related as parts to this record.

Copy all Registry entries associated with a group to a new group:

1. Click Copy to display a dialogue:

   

2. Select an existing group in the From drop list.

3. Enter a name for a new group in the To field.

4. Click OK.

A new group is created and all of the Registry entries from the existing group are copied to the new group.

Show / hide the Thesaurus Browse View free floating panel. Browse View is a floating panel providing a hierarchical view of all loaded thesauri. It interacts seamlessly with other modes (Search, Display and Edit), views (List, Contact Sheet, Page and Details) and with the Hierarchy View tab.

By default the panel displays to the left of the module, but it can be moved to any where convenient: