Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Migrated to Confluence 5.3

Anchor
top
top

Table of Contents

Replace

The replace feature can change a specific field across multiple records. From list view, select the records you would like to change. From the top menu, select "Utilities" and "Replace."

Image Added

On the next screen you will be given several options on how you would like to use this tool. I believe that it is best to decide exactly what you want the field to say and use the "Replace all values in field option." In the example below the "Edition" field is being replaced. With certain fields, such as Artist, you will be prompted to choose from a definitive choice list. When you have chosen what you want to replace, select "Replace" in the bottom left. EmbARK will prompt a few warning screens to verify your choice. 

Image Added

In the example below, the Edition field in the selected records has been changed to reflect the replacement. 

Image Added

Back to top

...

Apply Keyword

Similarly, keywords can also be applied to multiple records at once by selecting the records you would like to apply the same keywords to and then selecting "Utilities" from the top menu and "Apply Keyword" 

Image Added

All of the records you have selected will appear under "Object List" on the new screen. Add keywords as described in the Cataloging Manual (Step 8) and select apply. 

Image Added

Back to top

...

Edit Keywords

To add or edit keywords, select "Modify from the keywords screen. You can also edit keywords by selecting "File" from the top menu, then "Setup" then, from the new window, "Keywords."

Image Added

In the screen below you can search for existing key words by typing in the keyword and selecting "Find KW." DO NOT press enter or it will add your search term to the top level of the keyword hierarchy. To add a key word, find the term that you would like your keyword to appear under and select "Dependent." When you are finished, select "Done."

Image Added

Back to top

...

New Move

To assign the same location to multiple objects, highlight the works in list view and select "File" from the top menu and "New Move." Enter the new location information (Cataloging Manual, Step 6) and select the green check. DO NOT use replace to change the location of multiple objects as it will not appear in search results.

Image Added

Back to top

...

Custom View

There are two ways to view an object record in EmbARK, "Standard View" and "Custom View." With custom view you can limit which fields you want to look at. This view is good for making quick changes or analyzing a single field over multiple objects. To change to custom view close out of all windows and select "File" from the top menu and then "Preferences." In the new widow, under "Data Entry Form options," change objects to "Custom." Image Added

When using custom view, you can change which fields to display by selection "Modify" in the drop down "View" menu to the right.

Image Added

To switch back to standard view, simple highlight the object in the list, press "Shift" and click "Modify"

Image Added
Back to top

...

Edit Choice Lists

A choice list can be applied to any field in embark and is a useful tool for standardizing data entry. To edit choice lists select "File" from the tope menu and "Setup." In the new window select "Choice Lists." Find the field you would like to add a choice list to using the lower menu. Use the "Level Up button to go back to previous menus in the hierarchy. In the example below, a choice list for acquisition type has been added by navigating to "[Acquisition]" and "Type." Add choices by typing the name of the choice in the "Type Values" field and pressing enter or "Add to List." You can choose to make the list mandatory, meaning only a choice from the list can be entered in the field, or modifiable, meaning the field will remain a free text entry. When you are finished, select done. 

Image Added

Back to top