Tuesday, November 13, 2018 9:28 AM
A recent project has reminded me that many clients are not aware of the power of these three functions that have been available in DB/TextWorks for years, and which can potentially streamline and speed up your workflow.
The first is Menu Screens. Many clients have a menu screen that loads up when they open DB/TextWorks but usually the ones we see are either the default from the old Inmagic Library Module, or rudimentary boxes linking to their databases. However they can be so much more useful! Here is an example from a recent project.
A menu screen is super easy to set up and we’ll be posting a detailed guide here in our blog soon.
However first we need to discuss the other two functions, as they can be used separately or in conjunction with your menu screen.
The second function is Sets. Whenever you do a search you can choose to Save the Set from the top toolbar. Sets are a great way of providing quick access to a search with several parameters to save you from entering them each time using the query screen. So for example, find all records with a Review date in the next 30 days; or find digital image records that have been entered but not checked yet; or find all books that are not on permanent loan and that have been out for more than 60 days. You can use the @date variable in the search strategy without needing to actually input an actual date each time. Never used the @date function? It can be very handy especially when combined as in @date-7:@date which retrieves all dates within the past week. A Sets box can be added to your query screen to give you quick access to running these searches or they can be embedded in your menu screen.
The third function is Record Skeletons. You may have a student or volunteer adding records for reports in particular series; or images in a photographic collection; or documents in a fonds. You can create a record skeleton to prepopulate the edit screen with publication or descriptive data that is common to all these new records. You can find Skeletons under the Records menu. Note that once you select a skeleton to use, it will be the default until you re-set to none, or choose a different one.
In the menu screen example above, every database has a link to the search screen plus a link straight in to a new record edit screen. If your database has several edit screens these can be specified on the menu screen too, as well as specifying a skeleton appropriate for these new records. It may not seem like much, but this can save a couple of extra clicks and let you get straight to work. This screen also has Sets specified to prepopulate the query screen with the value for a particular collection. So easy to set up and a great way to ensure people can search quickly and effectively.
Check out more tips and tricks for getting the most out of DB/TextWorks in our blog archive:
We are always available to help you with updates to your databases. No project is too small!